Once the underlying x360Recover operating system has been installed, the next steps are to complete the provisioning and configuration of the new device.

Note: Before proceeding with deployment: If this device is being deployed as an appliance at a client location, first verify (a) that a customer account in the Axcient x360Recover Licensing Portal has been created and that (b) the customer account has an unallocated location available.

If you need help setting up a customer account or identifying the locations available in the licensing portal, please review these instructions for using the  Axcient x360Recover Licensing Portal.

Device setup

Launch the Setup Wizard, apply updates and set passwords

STEP 1. To begin the device setup, open a web browser and navigate to the IP address of the new x360Recover device.  

Locate the IP address of the device on the console above the login prompt.

Note: If there is no IP address displayed, wait one minute and press <Enter> to refresh the display. 

STEP 2. Launch the Setup Wizard, open a web browser and navigate to the IP address of the newly installed device.

Note: You must have internet access for the Setup Wizard  to complete the setup and registration process.

If required software updates are available, you will see an Applying Updates popup window when you first access the device. 

Applying updates may take as much as 20 minutes to complete. 

After the completion of any needed updates, the device will reboot. Observe the device console and wait for the system to complete its reboot before proceeding.

STEP 3. Once the system has applied any needed updates, the x360Recover License Agreement screen appears.

Read the agreement before continuing. 

If you accept the terms of the agreement, select the radio button I accept the terms in the license agreement.

Click on the I Agree button to continue the configuration process.

STEP 4. Select First Machine in a Cluster (Cluster deployments are deprecated.) 

Click Next to proceed.

STEP 5. Enter passwords.

• Root Password is the Linux root user (the core operating system super-user) and requires a highly secure password.  Enter a root password at least 10 digits long containing upper case characters, lower case characters, numbers and special characters (for instance, #$%^&@!*) 
• Replibit User Password user is a limited access shell account whose password should be at least 8 characters long.
• Admin (Web GUI) Password is used to access the Web Interface and all x360Recover features. This password should be at least 8 characters long.

Click the Next button to proceed. 

Select a role for the device

STEP 6. Select the intended role for the new device. These include:

• Appliance, which resides at the customer site, and receives backup data from agent software installed on the customer’s protected systems.
•  Vault, which resides at the off-site recovery location or datacenter, and receives replication of recovery points created by one or more appliances.
•  Management Portal, which collects statistics from connected appliance and vault devices, and provides secure remote access and management. Partners typically deploy only a single Management Portal for all managed devices.  (Management Portal has been deprecated by x360Recover Manager.)
• OS Recovery.  Performing an OS recovery restores the previous role and settings of an existing system after the operating system has been lost and reloaded on a new boot disk.  For detailed instructions on performing an OS recovery for an appliance, see this KB article. 

Click the Next button to proceed.

Fill in reseller credentials

STEP 7. In the Reseller Username field, enter the partner username (License Portal user) provided when you completed your Axcient x360Recover Partner Agreement and Licensing Portal  training.

In the Reseller Password field, enter the Licensing Portal password provided when you completed your x360Recover Partner agreement and License Portal training.

If deploying a new appliance, click Get Customers to populate the list of customers with unallocated locations.

If deploying a vault, just click Next after entering the Reseller Username and Password.

Fill in customer credentials

STEP 8. From the Customer Username drop-down box, select the correct customer username.

From the Customer Location drop-down box, select from the desired customer location(s) available.

Note: As a reminder, you must first register in the Axcient x360Recover Licensing Portal to create customers and locations. If no customers or locations display, this means that no customer accounts within the Licensing Portal exist that have an unallocated location. 

If you need help setting up a customer account or identifying the locations available in the licensing portal, please review these instructions for using the Axcient x360Recover Licensing Portal. 

Click the Next button to proceed.

Complete the network setup 

STEP 9. The network Setup screen appears.

• Select the appropriate Time Zone. 
• Select a Network interface for clustering with a valid DHCP IP address.  

By default, Axcient x360Recover is configured for DHCP.  

• Click Setup to continue.

STEP 10. Your device and role assignment selections will be saved, and the device setup will be completed.

• You will see the screens below, indicating that the system is being initialized. 
• Once initialization has completed, the device will reboot automatically one last time.

• When reboot completes and the browser refreshes, the login page appears.  
• You will now need to complete the steps for first-time login.

Note: The login page may appear before the device has rebooted, but you will not be able to log in until the reboot has completed. This may take several minutes on some systems.

If you receive an error that the user is not authorized for login, wait two minutes, and try again.

First-time login

Log in and complete configuration

STEP 1. Once the machine has rebooted, log in and complete configuring settings.

• In the Username field, enter the default username which is ‘admin.’ 
• In the Password field, enter the password you provided for the Admin (Web GUI) user during the setup and configuration process.

Click Login to continue.

Enable Remote Assist

On the initial login, you will be presented with the option to automatically enable Remote Assist after applying updates.

Axcient recommends enabling this feature. (See below for notes.)

Click Yes or No.

Note: When this option is enabled, the Remote Assist feature will automatically be enabled for 14 days after an upgrade is deployed.  

Axcient recommends enabling this feature. 

In the event that something goes wrong during an update, it may not be possible to access the UI to enable Remote Assist later.  

Enabling Remote Assist now, during setup, will allow Axcient Support to proactively access failed devices after an upgrade and resolve problems.

Configure the storage pool

Once you have enabled Remote Assist, you must configure the storage pool.

[For first-time setup of the storage pool, refer to this KB article.]

STEP 1. Expand the storage pool configuration section.

• Select the desired RAID Level. (More about RAID here:)
• Select the desired Compression Level.

STEP 2. Expand the Unused Disks section.

Select the available drives.

Click Create Storage to create the storage pool.  

For complete details on first-time setup of the storage pool, refer to this KB article.

Finishing up

Once the storage pool is created, there are a few more items to configure before deploying x360Recover agents and beginning backups.

Check licenses

Click System Settings from the left menu pane.

Expand License Details:

Verify that licenses have been correctly assigned.  

If no licenses have been assigned to this appliance, visit the License Portal and assign the appropriate licensing to this customer account location.  

After you assign the appropriate licensing to this customer account location, return to the appliance and click Sync to immediately retrieve the License Portal changes.

For complete details on using the License Portal and managing Licenses, refer to this KB article.

Set machine name

• Create a friendly name for this backup server that will identify the device.
• Click System Settings from the left menu pane. 
• Expand Change Machine Name
• Enter a friendly name in the Machine Name field and click Save.

Ready to deploy x360Recover agents

You are now ready to begin deploying x360Recover agents and performing backups of your client protected systems. 

Select the Agent Downloads page from the left menu pane to download the agent installer.

You can chose to deploy the agent manually on protected systems, or you can use your RMM tool to push agent installs to your managed devices.  

For details on silently deploying the Agent via your RMM tool, refer to this KB article.