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Install the on-premises Agent services


This procedure installs all three Agent services (Access Management Agent, On-premises Service Automation Agent, and On-premises Provisioning Agent).


Service accounts which run on-premises Agents require certain hardware/software minimums & permissions to work correctly. See Agent requirements.

  1. Add an Agent Pool, if you don't already have one.

  2. Go to Agents.

  3. For the relevant Agent pool, click Install Agent.

  4. On the Install Agent dialog box, click Download Agent Client.

  5. For the Ticket value, click Copy To Clipboard.

  6. Run the HelloID Agent installer on the target machine.

    1. On the welcome message, click Next.

    2. Select your preferred installation folder and click Next.

    3. Choose the account which will run the Agent services. We recommend using a Local Administrator account to ensure that all files can be installed and that auto-updates will successfully run. Click Next.

    4. Paste the Ticket URL you copied previously and click Next.

    5. Click Install.

    6. When the installation is complete, click Finish.

  7. The Install Agent dialog box in your browser should now report a successful connection.

  8. Click Continue and then click Complete to finish the installation.