Create group

Complete the following steps to create an on-prem group:

1

Sign in to Workato. The Orchestrate platform displays by default.

2

Go to Tools > On-prem groups. On-prem menu option

3

Click Create on-prem group to open the New on-prem group dialog.

Empty on-prem group page

4

Enter a meaningful Group name and use the Set up connections field menu to select the type of connection you plan to set up.

CONNECTION TYPES ARE PERMANENT

You can't change an on-prem group's connection type after its creation.

Selecting Directly in Workato allows you to set up a connection directly in Workato as a cloud profile instead of managing a local configuration file. On-prem group for cloud profiles

Selecting Manually in each agent requires you to set up connection details in an on-prem agent configuration file as a connection profile. This is the legacy method of setting up connections. On-prem group for connection profiles

5

Click Create group to create the new on-prem group.

Refer to Add an agent after creating your on-prem group to create an on-prem agent.