1. Navigate to Setup > Agents > Deployment > Agent Download.
2. Click on the desired Download Installer link to download the appropriate installer package:
   • EXE for Windows-based machines
   • PKG for Mac OS X based machines

For Windows-based machines, the executable (EXE) may be run locally on the client machine, or executed using any existing remote management tool to install the agent. Once agents are installed and start reporting in you will see them under the Status menu. Locally Administrator privileges are required to install the agent onto the machine.

As an optional installation verification step, once the agent is installed, there will be two Windows Services created:

1. SSI Survey Client - The main Agent service. It has an associated process named SurveyClientNT.exe that runs anytime the machine is running.
2. SSI Installer Service - The Installer/Controller for the SSI Survey Client service. It has an associated process named SCInstallerNT.exe which is run only anytime the SSI Survey Client needs to be restarted, installed, uninstalled, or updated.

For Mac OS X machines, the PKG file is to be run locally on the client machine. Once agents are installed and start reporting in you will see them under the Status menu. Locally Administrator privileges are required to install the agent onto the machine.

To install the agent:

• Run the OSX agent installer (avagent.pkg).
• Proceed through the typical OS X installer steps.
• You may be prompted to enter administrative account credentials. Enter these credentials and click on Install Software. The installer process will start.
• When the process completes installation you’ll see a final window with a message "Installation complete!". Click on Close.

As an optional installation verification step, once the agent is installed, you should see two running processes in Activity Monitor that will indicate its proper installation:

1. avagent.bin - This is the primary agent executable.
2. avagent-usage.bin - This is the agent session client.

NOTE: In-place upgrades of the OSX agent are not supported. To install a new version of the OSX agent, an existing agent must be uninstalled first.

Post-installation Steps:

macOS Catalina and Newer Versions

After the agent is installed on macOS Catalina, you may see popup windows that request "Input Monitoring" and "Screen Recording" permissions. These are required for the macOS agent. Once these permissions are granted, click on the "Quit Now" for them to take effect.

macOS Mojave

After the agent is installed on macOS Mojave, you will need to grant "Accessibility" permission to the "avagent-usage" application. This permission is required for the macOS agent. A user can grant this permission under "Security & Privacy" as show below:

macOS High Sierra

No additional permissions are required for High Sierra or older.

Installation of an Agent on a Chrome OS device requires that you have an active Google Directory Services account and Google-approved Chrome OS devices enrolled and managed in your Google Admin Console. For more information regarding installing and configuring agents on Chrome OS devices, please see the Chrome OS Agent Configuration lesson.

The Agent Status Dashboard provides a default summary display of agent status data and can be configured to add additional graphs, charts, and other visual representations of Optimize Agent data.

The Machines with Agents menu displays all machines that have agents installed.  The Quick status column provides a color coded guide for agent status.  

• Green: agent is up to date and has recently reported in
• Yellow: agent is out of date and requires update
• Red: agent has not made contact in more than a week

All other menus organized under the Machines with Agents menu are a subset of this menu but with predefined filters for ease of display and management.