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CONNECT to PI Agent

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Set up CONNECT to PI Agent

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  • Last UpdatedMar 17, 2025
  • 1 minute read

Before you can start transferring data between systems, you will need to set up the CONNECT to PI Agent, which includes connecting to the PI Web API and registering with CONNECT. 

You can download the setup kit from the PI Agents page on the CONNECT data services portal and then move it to the computer that will host the agent.

Required privileges

Certain permissions that are required before you start using the CONNECT to PI Agent.

Privileges

Requirement

Download

To download the CONNECT to PI Agent, you need at least the Tenant Member role (the default role for anyone invited to a tenant) on CONNECT data services.

Installation

To install a CONNECT to PI Agent, you must be an administrator on the agent host computer.

Configuration

To configure a CONNECT to PI Agent after installation, you will need to have the following prepared:

  • CONNECT data services: Ensure the user configuring the CONNECT to PI Agent has the Tenant Administrator role in the namespace you plan to use for agent registration.

  • Agent service: If you plan to use Negotiate authentication (Kerberos) to PI Web API, make sure that the desired service account is created and that trust is configured on the PI side.

  • PI Web API: Make sure PI Web API is configured and the OMF endpoint information is available.

Transfer management

To create and manage transfers, you need to have at least the Tenant Contributor role in the namespace where the data resides.

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