On-premise agent installation using Windows package

This page provides steps on how to install an On-premise (On-prem) agent for a Windows operating system (OS).

Prerequisites

You must create an On-prem group before you can you can add an On-prem agent.

Create an On-prem agent with Windows

Complete the following steps to create an On-prem agent with Windows:

1

Sign in to your Workato account.

2

Go to Tools > On-prem groups and select the group where you plan to add an agent.

3

Click Add agent. The Add agent dialog opens.

4

Provide an Agent name, use the Operating system drop-down menu to select Windows, and then click Next.

Select Windows as your operating system

5

Click Download installer, then click Next. This downloads the required Windows package as an executable file to your machine.

• The agent download installs into C:\Program Files\Workato Agent, creates a Workato group in the Start menu, and installs a Windows service called WorkatoAgent by default.

Click Download agent package

6

Go to the Windows installer (C:\Program Files\Workato Agent) and launch it.

7

Copy and paste the Activation command from Workato when prompted. The code is valid for one hour. Click Regenerate code to generate a new code if it expires.

Copy and paste the Activation command

ALLOW TRAFFIC TO WORKATO FROM YOUR SERVER

You must allow traffic to Workato from your server. Refer to security allowlists for steps on how to add Workato to your allowlist.

You can also choose to activate your agent at a later point by running the activation.cmd script from the bin folder in your agent installation directory.

8

Return to your Workato On-prem window and click Next.

9

Click Test agent to confirm that your on-prem agent is working as expected.

Test the on-prem agent

10

Click Done to complete the installation.