Administer > Runtime Environments > Secure Agent Installation on Windows
  

Secure Agent Installation on Windows

On Windows, the Secure Agent runs as a Windows service. When you install the Secure Agent, you also install the Informatica Cloud Secure Agent Manager.
By default, the Secure Agent starts when you start Windows. Use the Secure Agent Manager to stop and restart the Secure Agent. You can also use the Secure Agent Manager to check the Secure Agent status and configure proxy information.
You can launch the Secure Agent Manager from the Start menu or desktop icon. When you close the Secure Agent Manager, it minimizes to the Windows taskbar notification area for quick access.
When you install a Secure Agent, you perform the following tasks:
  1. 1. Verify that the machine where you install the Secure Agent meets the minimum requirements.
  2. 2. Download the Secure Agent installer files.
  3. 3. Install and register the Secure Agent.

Secure Agent Requirements on Windows

You can install the Secure Agent on any machine that has internet connectivity and can access Informatica Cloud.
Verify the following requirements before you install the Secure Agent on Windows:
For more information about Secure Agent requirements, contact Informatica Global Customer Support.

Configure IP Address Ranges

If your organization uses a protective firewall, include the Secure Agent IP address ranges on the list of approved IP addresses. This ensures the Secure Agent can perform all necessary tasks through the firewall.
The Secure Agent uses the following IP address ranges:

Secure Agent Permissions

A Secure Agent requires certain permissions to transfer data between sources and targets.
When you install a Secure Agent on Windows, the Secure Agent must be part of the local Administrators group.
When you install a Secure Agent on Linux, the Secure Agent must have read/write/execute permissions for the installation directory.

Configuring Windows Settings

Before you use the Secure Agent on Windows, configure proxy settings and a Windows Secure Agent service login.
You can configure proxy settings in Secure Agent Manager. Configure a login for the Windows Secure Agent service on Windows.
Note: If you use the Secure Agent for Informatica Cloud Data Wizard, you do not need to configure proxy settings or a Windows service login for the Secure Agent.

Update Directories for the Web Services Transformation

If the file path for the Secure Agent installation directory is long, some directories used by the Web Service transformation can exceed 255 characters. On Windows, the Web Services transformation cannot accept a file path that exceeds 255 characters. If the file paths are too long, you must shorten them.
To ensure that the file paths do not exceed 255 characters, perform either of the following tasks:
Create an environment variable to store the installation directory for the Web Services package.
Before you install the Secure Agent, create a user-defined environment variable, DT_SERVICEB, on the Secure Agent machine. Set the environment variable to the installation directory for the Web Services package.
If you do not set the environment variable, Informatica Cloud uses the following directory:
<Secure Agent installation directory>/apps/Data_Integration_Server/data/ServiceDB
Specify shorter file paths for the directories used by the Web Service transformation.
If you do not want to create an environment variable on the Secure Agent machine, you can update the directories used by the Web Service transformation instead.
Directories used by the Web Service transformation are specified in the following configuration file:
<Secure Agent installation directory>/apps/Data_Integration_Server/<Data Integration Server version>/DT_SecureAgent/CMConfig.xml
Verify that the file paths for the CMReports, CMUserLogs, and BasePath directories do not exceed 255 characters. If the file paths are too long, edit the CMConfig.xml file and shorten the file paths.
Note: You must perform this task each time you create a Data Integration Server.

Secure Agent Install Prerequisites for Cloud Application Integration

To use the Secure Agent with Cloud Application Integration, perform the following tasks before you download and install the Secure Agent:

Managing Secure Agents

When you install the Secure Agent, you also install the Informatica Cloud Secure Agent Manager. The Secure Agent runs as a Windows service. You can launch the Secure Agent Manager from the Start Menu or desktop icon.
Use the Secure Agent Manager to perform the following tasks:
The Secure Agent Manager displays the status of the Secure Agent and the services that the Secure Agent runs. If the Secure Agent and all services are running, the Secure Agent Manager displays the message, "The Secure Agent is up and running." If the Secure Agent or one of the services that the Secure Agent runs is not starting or not running, the Secure Agent Manager displays an alert message and a link that you can click to view the service status.
When you close the Secure Agent Manager, it minimizes to the Windows taskbar notification area for quick access. Closing the Secure Agent Manager does not affect the Secure Agent status.

Download the Windows Secure Agent Installer

Download the Secure Agent installer from Informatica Cloud. You can download and run the Secure Agent on any machine that meets the minimum requirements.
    1. Click Configure > Runtime Environments, and then click Download Secure Agent.
    2. Select the operating system on which you will run the Secure Agent, and then click Download.
    3. Save the installation wizard to the machine where you want to run the Secure Agent.
    The name of the Windows Secure Agent installation file is agent64_install.exe

Install and Register the Secure Agent on Windows

After you download the Secure Agent installer, you can install it. You can install one Secure Agent on a machine. After the installation completes, you can register the Secure Agent. After you complete the registration, the Secure Agent Manager displays the Secure Agent status.
Verify that no other Secure Agent is installed on the machine. If there is, you must uninstall it.
    1. Open the directory where you downloaded agent64_install.exe, and double-click the file.
    2. Choose the installation folder and click Next.
    3. Review the pre-installation summary and click Install.
    4. After the installer completes, click Done.
    A registration page appears.
    5. Enter your Informatica Cloud user name and password and click Register.
    The Secure Agent starts, and the Informatica Cloud Secure Agent window displays the status of the Secure Agent. You can stop and start the agent and change the proxy settings in this window.
    6. Close the Secure Agent Manager.
    The Secure Agent Manager minimizes to the taskbar and continues to run as a service until stopped.

Configure the Proxy Settings on Windows

If your organization uses an outgoing proxy server to connect to the internet, the Secure Agent connects to the Informatica Cloud application through the proxy server. The Secure Agent installer configures the proxy server settings for the Secure Agent based on settings configured in the browser. You can change the proxy server settings through the Secure Agent Manager.
Contact your network administrator for the correct proxy settings.
    1. To launch the Secure Agent Manager, click Start > All Programs > Informatica Cloud Secure Agent > Informatica Cloud Secure Agent.
    If the Secure Agent Manager is active, you can click the Informatica Cloud icon in the Windows taskbar notification area to open the Secure Agent Manager.
    The Secure Agent Manager displays the Secure Agent status.
    2. In the Secure Agent Manager, click Proxy.
    3. To enter proxy server settings, click Use a Proxy Server.
    4. Enter the following information:
    Field
    Description
    Proxy Host
    Required. Host name of the outgoing proxy server that the Secure Agent uses.
    Proxy Port
    Required. Port number of the outgoing proxy server.
    User Name
    User name to connect to the outgoing proxy server.
    Password
    Password to connect to the outgoing proxy server.
    5. Click OK.
    The Secure Agent Manager restarts the Secure Agent to apply the settings.

Configure a Login for a Windows Secure Agent Service

On Windows, configure a network login for the Secure Agent service. The Secure Agent can access the network with the privileges and permissions associated with the login.
Configure a login for the machine on which the Secure Agent is installed to allow the Secure Agent to access directories to configure and run tasks. When you configure connections, configure tasks, and run tasks that use Flat File or FTP/SFTP connection types, the Secure Agent might require read and write permissions on the related directories.
For example, to browse to a directory to configure a Flat File or FTP/SFTP connection, the Secure Agent login might require permission to access the directory. Without a Secure Agent login with the appropriate permissions, Informatica Cloud cannot display the directory in the Browse for Directory dialog box.
    1. Go to the Services window from the Windows Administrative tools.
    2. In the Services window, right-click the Informatica Cloud Secure Agent service and choose Properties.
    3. In the Properties dialog box, click the Log On tab.
    4. To configure a login, select This Account.
    5. Enter an account and password.
    Use an account with the required privileges and permissions for the network security defined for the domain. By default, the account format is <domain name>\<user name>.
    6. Click OK.
    7. In the Services window, restart the Secure Agent service for the changes to take effect.

Stopping and Restarting the Secure Agent on Windows

You can use the Secure Agent Manager to stop or restart the Secure Agent.
    1. To launch the Secure Agent Manager, click Start > All Programs > Informatica Cloud Secure Agent > Informatica Cloud Secure Agent.
    If the Secure Agent Manager is active, you can click the Informatica Cloud icon in the Windows taskbar notification area to open the Secure Agent Manager.
    The Secure Agent Manager displays the Secure Agent status.
    2. To stop the Secure Agent, click Stop. To restart the Secure Agent, click Restart.
    The Secure Agent Manager displays a message when the action is complete.
    3. Close the Secure Agent Manager.
    The Secure Agent Manager minimizes to the Windows taskbar notification tray. Closing the Secure Agent Manager does not affect the Secure Agent status.

Uninstalling the Secure Agent on Windows

You can uninstall the Secure Agent. You might uninstall the Secure Agent if you no longer want to run the Secure Agent on the machine or if you want to reinstall the Secure Agent.
Before you uninstall the Secure Agent, verify that no connection or task is configured to use it.
    1. Click Start > All Programs > Informatica Cloud Secure Agent > Uninstall Informatica Cloud Secure Agent.
    The Secure Agent uninstaller launches.
    2. Click Uninstall.
    3. When the uninstall completes, click Done.
    4. Delete any remaining files in the installation directory.
    After you uninstall the Secure Agent, delete all files and directories associated with the Secure Agent installation.