Initial Setup

After deploying Autotask Mirror, follow these steps to get data flowing.

Installation

Standard Edition (Azure Marketplace)Enterprise Edition (Self-Hosted)

No installation steps are needed — the Azure Marketplace deployment provisions and configures everything automatically. Skip to First Launch below.

1. Download the latest Enterprise release package and extract it to a temporary directory

2. Run the install script as an administrator:

   On Windows (PowerShell as Administrator):

   .\install.ps1
   

   On Linux (as root):

   sudo ./install.sh
   

   The install script will:

   • Extract the application to the default install directory
   • Generate a self-signed TLS certificate
   • Register two Windows Services (or systemd units on Linux): the main application and the updater service
   • Configure internal authentication between the services

   Default install locations:

   Platform	Path
   Windows	C:\Program Files\FidelisAutotaskMirror
   Linux	/opt/fidelis-autotaskmirror

3. Configure the database connection string — Edit appsettings.json in the install directory and set ConnectionStrings:AutotaskMirror:

   Using SQL Authentication:

   {
     "ConnectionStrings": {
       "AutotaskMirror": "Server=YOUR_SERVER;Database=AutotaskMirror;User Id=YOUR_USER;Password=YOUR_PASSWORD;TrustServerCertificate=True"
     }
   }
   

   Using Windows Authentication:

   {
     "ConnectionStrings": {
       "AutotaskMirror": "Server=YOUR_SERVER;Database=AutotaskMirror;Integrated Security=True;TrustServerCertificate=True"
     }
   }
   

   Tip

   If using Windows Authentication, update the service Log On account so the Windows Service runs as a user with SQL access: services.msc > FidelisAutotaskMirror > Properties > Log On.

4. Create the database — Create an empty database named AutotaskMirror (or your preferred name) on your SQL Server. All schema migrations are applied automatically on first start.

5. Start the services:

   On Windows (PowerShell):

   Start-Service FidelisAutotaskMirrorUpdater, FidelisAutotaskMirror
   

   On Linux:

   sudo systemctl start fidelis-autotaskmirror-updater fidelis-autotaskmirror
   

   Note

   The first start may take several minutes while database migrations are applied.

6. Open the dashboard — Navigate to https://localhost:5001 in your browser

7. Enter your license key — Go to Settings > License and enter the license key provided with your Enterprise purchase

First Launch

When the application starts for the first time, it automatically:

1. Creates and applies all database migrations
2. Seeds default sync schedules for all Autotask entity types
3. Starts the background job engine

During startup, the application returns 503 Service Unavailable with a Retry-After header until initialization is complete. This is normal — the dashboard will load once startup finishes.

Step 1: Configure Autotask API Credentials

Navigate to API Settings in the left sidebar (or go to /settings/autotask).

1. Enter your API Username (the email address of your Autotask API user)
2. Click Detect Zone — the application will automatically determine your Autotask API zone
3. Enter your Integration Code
4. Enter your API Password
5. Click Save

API credentials are hot-reloaded — changes take effect within 60 seconds without restarting the application.

For more details, see Autotask API Configuration.

Step 2: Verify Sync is Running

Return to the Dashboard (home page). You should see entities beginning to sync:

• The Running Now card shows how many entities are currently syncing
• Individual entity rows show status, record counts, and duration
• The status column updates automatically every few seconds

Note

The first full sync of all entities may take several hours depending on the size of your Autotask instance and the number of enabled entities.

Step 3: Enable Authentication (Recommended)

By default, Autotask Mirror runs without authentication. A warning banner at the top of the page will remind you to configure it.

Navigate to Authentication for setup instructions for your identity provider.

Step 4: Connect Power BI

Once data is flowing, connect Power BI Desktop to your SQL Server database:

1. Open Power BI Desktop
2. Select Get Data > SQL Server
3. Enter your SQL Server hostname and database name
4. Choose your authentication method (Windows, SQL, or Azure AD)
5. Select the tables you need — foreign key relationships are automatically detected by Power BI

Tip

Start with the core tables: Companies, Contacts, Tickets, TimeEntries, and Projects. These cover the most common reporting scenarios.