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Prerequisites

Standard Edition (Azure Marketplace)

If you are deploying from the Azure Marketplace, the following resources are provisioned automatically:

  • Azure App Service (Linux, .NET 10)
  • Azure SQL Database
  • Managed Identity for secure database access

No additional infrastructure prerequisites are needed — proceed to Initial Setup.

Enterprise Edition (Self-Hosted)

To run Autotask Mirror on your own infrastructure, you will need:

  • Windows or Linux server — Any server capable of running .NET 10 applications (physical, virtual, or containerized)
  • SQL Server — SQL Server 2016 or later (Standard or Enterprise edition). Azure SQL Database is also supported. SQL Server Express is not supported due to its 2 GB database size limit.
  • .NET 10 Runtime — The ASP.NET Core Runtime 10.0 must be installed on the host
  • IIS or reverse proxy (optional) — For production deployments, host behind IIS, Nginx, or Apache as a reverse proxy

The application uses a single database for both application settings and mirrored Autotask data. Ensure the SQL Server user has db_owner permissions on the target database so that migrations can be applied automatically at startup.

Autotask API Access

You will need the following from your Autotask instance:

  • API Username — An Autotask API user (not a regular user account). Create one under Admin > Resources/Users > API Users in Autotask.
  • API Password — The password for the API user.
  • Integration Code — A custom integration code registered in Autotask under Admin > Extensions & Integrations > Other Extensions & Tools > REST API. This identifies your application to the Autotask API.

Tip

Create a dedicated API user for Autotask Mirror rather than sharing credentials with other integrations. This makes it easier to manage API throttling limits and audit access.

Network Access

The application needs outbound HTTPS access to the Autotask REST API. The API endpoint is zone-specific and is automatically detected based on your credentials. No inbound ports need to be opened for the sync functionality.