Before you begin
Confirm account, tenant and active role in the account menu. Inspection requires view permission; changing records requires the specific management permission. A hidden or disabled action can reflect authorized scope; do not switch tenants to evade a denial. Work only with records in the workspace you are allowed to administer.
Procedure
- Choose agent installation on an authorized server or infrastructure provisioning through Cloud workers.
- Download the current package for the selected system and verify integrity and prerequisites.
- Use Register worker, define name and concurrency, generate instructions and run them on the correct server.
- Check heartbeat, capacity and Session assignment.
Behavior and limits
Private workers support their Linux and Windows paths. Isolated public capacity is Linux-only, requires explicit enablement and approved-runtime verification. Its initial environment supports CSV and Excel file transformations, without network access or ambient cloud identity.
Installing the agent does not assign existing Sessions or transfer files. The shared sandbox exposes neither host files nor persistent checkpoints. An unsupported task fails explicitly and never falls back to an unisolated process.
The agent version can differ from 24.0.0. Use generated instructions for the selected package and system. Enter the enrollment token through the supported secure mechanism, never in public examples or shared screenshots.
Verify the result
After saving or confirming, reopen the detail and check the state reported by the server. Distinguish an accepted request from a completed operation and retain only minimal evidence without sensitive information. When an operation is pending, wait for its final state in the corresponding view before starting another action on the same object.
Laboratory example
Use the synthetic tenant documentation-lab and, where relevant, worker worker-demo-a. Note the previous state, perform one authorized action and compare the resulting state. These names illustrate the procedure; they do not identify production records or authorize creating cloud resources. For a review without changes, inspect the detail and cancel any open form.
If something fails
If a conflict appears, refresh the inventory and review current values before repeating. If the session expired, sign in and complete MFA when required. For a permission error, check the role and membership; for a provider error, inspect the operation and its safe message. Do not alter storage, revisions or controls to force an outcome.