Setting up On-Premise Agent

1) Install agent

2) Create connection profiles

3) Run agent

4) Upgrade agent

Install agent

Windows

1) On the top navigation bar, click Tools > On-prem agent. Alternatively, you can access the On-premise agent page directly.

On-premise option

2) Click Create a new agent

On-premise option

3) Click Download key and Download agent, which downloads a cert.zip file and an agent installer respectively.

On-premise option

4) Select Windows to download the right agent installer.

On-premise option

5) Run the agent installer and follow the installation instructions. 6) By default, the agent is installed into C:\Program Files\Workato Agent folder and a Workato group is created in the Start Menu. 7) During the installation, you can choose to install a Windows service called WorkatoAgent. 8) Unzip the cert.zip file and move the contents (cert.key and cert.pem) to C:\Program Files\Workato Agent/conf directory. It should be in the same folder as the sample config.yml file.

An installation instruction video for Windows is also available here.

Linux & Mac OS

1) On the top navigation bar, click Tools > On-premise agent

On-premise option

2) Click Create a new agent

On-premise option

3) Click Download key and Download agent, which downloads a cert.zip file and an agent installer respectively.

On-premise option

4) Select your operating system to download the right agent installer.

On-premise option

5) Unpack the agent package file into a folder of your choice, which we will refer to as <INSTALL_HOME> folder. 6) Unzip the cert.zip file and move the contents (cert.key and cert.pem) to <INSTALL_HOME>/conf directory. It should be in the same folder as the sample config.yml file.

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