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Overview

Follow these steps to define an agent and generate a bootstrap config file that will be used when installing the agent within your internal environment or at one of the cloud providers.

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Prerequisites

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Create using the UI Console

  1. Create a new agent using one of the following methods:
    • Click Agents in the left menu, then click New, or
    • Click the Create dropdown in the upper right corner and select Agent.
  2. Enter a unique name and optional description.
  3. Optional: Click Tags and enter any tags.
  4. Click Create. The console will display the bootstrap config JSON. Save the JSON manually or click Download Config File.
  5. Click Next. The scripts displayed are generated using the bootstrap config. Copy or download the appropriate script: User Data script for AWS and Azure and the Startup script for GCP, as it will be used during the installation of the agent.
  6. Click Done.
Properly save the bootstrap config JSON text. It will not be accessible after closing the modal. If you lose the text, you will need to delete and recreate the agent.

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Create using the CLI

  1. At a command prompt, execute the following to create an agent:
cpln agent create --name NEW_AGENT_NAME --org ORG_NAME > bootstrap-config.json
  1. The output of the command will be the bootstrap config JSON text. Executing the command above will save the text in a file called bootstrap-config.json.
The User Data script for AWS and Azure and the Startup script for GCP must be obtained in the UI. These steps are covered in Configure an Agent.
Detailed CLI documentation is available in the agent CLI reference.

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Next Steps

Once the bootstrap config file or provisioning scripts have been generated and saved, follow the Configure an Agent guide to install and configure an agent: