Agent installation and configuration

Fusion uses a processing agent, installed on one or more host servers within the Fusion environment, to communicate with your datasets and to process your data. These installed agents work cooperatively in an agent cluster to optimize performance, load balance, and maintain high availability.

When determining the number of agents needed to process the data in your datasets, consider the following:

  • the amount of data to be processed and the network-connected regions in your environment.

  • expected daily throughput during initial data processing and future data processing.

To fully install and configure the agent, perform the following tasks:

  1. Download the agent.

    TIP: You will need to enter credentials for a Fusion user account that has the Manage agents permission for Connect. Create a user for this purpose and do not use these credentials for any other purpose.

  2. Install the agent on the first agent host server.

    Install the agent on any additional agent host servers.

  3. Configure cloud connection web proxy settings (Optional) if Fusion is installed in the cloud.

  4. Define antivirus exclusions to ensure optimal agent performance.

  5. If processing very large files, review the free space configuration tasks.

  6. If managing structured data, complete the Structured data connection tasks.

  7. If managing Content Manager data, complete the Content Manager integration tasks.

  8. If managing O365 Exchange data, complete the Exchange connection tasks.

  9. If managing SharePoint data, complete the SharePoint connection tasks.

  10. If managing Google Drive data, complete the Google Drive connection tasks.

  11. If managing Documentum data, complete the Documentum connection tasks.

  12. If managing Extended ECM data, complete the Extended ECM connection tasks.

  13. If connecting to datasets using custom adapters, contact Fusion support for guidance.

  14. If protecting documents using Microsoft Purview Information Protection, complete the Microsoft Purview Information Protection connection tasks.

  15. If performing OCR on documents, complete the Media Server connection tasks.

Download the agent

You can download the agent from the Agent Download page.

Install the Agent

When installing and configuring the agent on the host machines, keep the following recommendations in mind.

  • You will need to enter credentials for a Fusion user account that has the Manage agents permission for Connect. Create a user for this purpose and do not use these credentials for any other purpose.

  • As part of the agent installation, a PostgreSQL superuser is created. The user name and password you define must conform to PostgreSQL standards.

NOTE: When you uninstall a processing agent, Fusion does not remove configuration information in \ProgramData\Fusion\Agent\Config. We keep this to preserve any custom settings. If you need to fully uninstall and reinstall an agent from scratch, you can remove the \Config directory from the host machine.

Authorize or reauthorize the agent

The agent may need to be authorized or reauthorized.

IMPORTANT: If using a proxy, you must authorize the agent after you install it to define the proxy connection.

Define antivirus exclusions (Optional)

To ensure that the agent runs at optimal performance, some exclusions must be defined when running an antivirus application on your agent hosts. These exclusions are specific to the Fusion agent application.

CAUTION: Although not required, OpenText strongly recommends that you exclude the services and paths defined in this section if you are running an antivirus application on your agent hosts. Not doing so, performance on these hosts will be dramatically reduced.

In your antivirus application, define the following exclusions.

  • Folders to exclude:

    • The agent installation directory.

      Example: C:\Program Files\Fusion\Agent

  • Files to exclude:

    • ACADataProcessor.exe

    • ConnectorFramework.exe

    • FileSystemProcessor.exe

    • kvoop.exe

    • postgres.exe

Configure cloud connection web proxy settings (Optional)

The AgentAPI service controlled by the processing agent requires connectivity to the Fusion cloud components, often located away from the local network where the agent host servers are located. Although direct connectivity is ideal, use of a web proxy may be required in some environments for the agent systems to reach the Fusion cloud.

IMPORTANT: Web proxy information entered here take precedence over any system proxy information defined for the current /run as user.

Configure free space for processing large files (Optional)

If you plan to process very large files, such as ZIP files, you may need to ensure the file size settings related to available free space on the processing agent host server. For example, you have many ZIP files that are 2+ GB but expand to 12 GB each when fully extracted. Processing may slow down and storage may be reduced to an undesirable level.

CAUTION: Do not adjust these values unless it is necessary. If you have any questions, contact Support.