What agents are
An agent:- Registers with your Planasonix organization using a scoped enrollment token.
- Opens a secure channel for command and metadata traffic; data moves according to the connectors you authorize.
- Reports health, version, and connectivity diagnostics to the control plane.
Why you need them
Many enterprises keep sources on private RFC1918 networks, VPN-only segments, or behind firewalls that forbid inbound connections from SaaS IPs.- Private networks
- VPNs and zero trust
- Regulatory boundaries
Databases, file shares, and internal APIs often have no route from the cloud. The agent initiates connectivity from inside, where those systems are reachable.
Agents complement the JDBC gateway and warehouse connectivity patterns: use agents when no stable public endpoint exists or when security review rejects inbound allow-lists.
Installation
1
Create an agent enrollment
In Platform → Pipeline agents, create an agent profile and copy the enrollment token and region endpoint your admin published.
2
Choose a host
Pick a Linux or Windows server with outbound HTTPS to Planasonix, stable DNS, and network path to your sources. Avoid laptops that sleep.
3
Install the binary or container
Run the installer script or pull the official container image; pass the token via secret manager or environment variable, never commit it to git.
4
Register as a service
Configure systemd, Windows Service, or your orchestrator so the agent restarts on failure and survives reboots.
5
Verify in the UI
Confirm the agent shows Connected and the expected version; assign it to connections that should route through it.
Health monitoring
The control plane tracks:- Last heartbeat and clock skew
- CPU and memory samples where enabled
- TLS and certificate expiry for the agent’s identity
- Queue depth for pending work (when applicable)
Diagnostics
From the agent detail page you can:- Download recent logs (redacted) for support tickets
- Trigger a connectivity probe to a hostname and port your policy allows
- Compare effective configuration with the version pinned in the UI
Auto-remediation
Auto-remediation
Some deployments enable automatic restart policies or canary upgrades when health checks fail repeatedly. Your platform team defines what runs without human approval.
Upgrades
Upgrades
Plan breaking connector changes with agent upgrades; pin versions during critical business windows and roll forward in maintenance slots.
Connectivity troubleshooting
Related topics
JDBC gateway
Alternative path for JDBC-heavy estates.
Diagnostics
Platform-wide run and system diagnostics.