Set up PI to CONNECT Agent

The PI to CONNECT Agent setup occurs prior to data transfer and involves temporarily disabling Internet Explorer enhanced security, downloading and installing the PI to CONNECT Agent, and connecting to data sources.

Downloading the Agent Setup Kit

There are two options for downloading and installing the PI to CONNECT Agent setup kit.

Direct download option

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

PI Server installation kit option

The agent is available as an individual feature in the PI Server installation kit in PI Server 2023 and greater. When you select the PI to CONNECT feature for installation, the PI Server setup kit downloads and installs the latest version of the agent setup kit from the portal.

Be aware that, for a new installation, when you select the Data Archive server role, the individual agent feature is also selected by default. If you are planning on transferring a large amount of data, you can choose to deselect this feature and install the agent on a separate host computer from Data Archive, as per the "heavy workloads recommendation" mentioned in PI to CONNECT best practices.