Setting up On-premises 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-premises agent page directly.

On-premises option

2) Click Create a new agent

On-premises option

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

On-premises option

4) Select Windows to download the right agent installer.

On-premises 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.

9) After installing your agent on your machine, you will now need to configure your agent by creating connection profiles

An installation instruction video for Windows is also available here.

Mac OS

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

On-premises option

2) Click Create a new agent

On-premises option

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

On-premises option

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

On-premises 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.

7) After installing your agent on your machine, you will now need to configure your agent by creating connection profiles

Linux

In some cases, the secure network is a Linux environment where you cannot set up the OPA files using an interface. The setup will need to be done in 2 separate steps. First, download agent and cert files into a local machine (usually a work device with access to the secure remote server). Then, securely move these files into the secure remote server and set up the OPA.

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

On-premises option

2) Click Create a new agent

On-premises option

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

On-premises option

4) When downloading the agent, select the Linux operating system to download the right agent installer.

On-premises option

5) Securely copy Agent package file to secure server

$ scp -i /Users/eeshan/Projects/my_key.pem /Users/eeshan/Downloads/workato-agent-linux-x64-2.4.8.tar.gz ec2-user@ec2-3-91-231-221.compute-1.amazonaws.com:~/

6) Copy agent keys to secure server

$ scp -i /Users/eeshan/Projects/mey_key.pem /Users/eeshan/Downloads/cert.zip ec2-user@ec2-3-91-231-221.compute-1.amazonaws.com:~/

7) Connect to secure server (Example: using SSH)

$ ssh -i /Users/eeshan/Projects/my_key.pem ec2-user@ec2-3-91-231-221.compute-1.amazonaws.com

8) Unpack agent package file. Provide a meaningful name for the agent directory. (Defaults to workato-agent)

$ tar xvzf workato-agent-linux-x64-2.4.8.tar.gz

9) Unzip agent keys

$ unzip cert.zip

10) Move keys into the OPA conf folder

$ mv cert.key workato-agent/conf/
$ mv cert.pem workato-agent/conf/

11) Optional - move Workato agent to a desired directory in your secure server.

$ mv workato-agent integration/workato/

12) You will now need to configure your agent by creating connection profiles.

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