Installing the Agent

The agent is a small piece of software installed on any computer you wish to remotely manage. It communicates with HeartbeatRM servers, and is responsible for receiving and processing commands, as well as sending system health metrics.

To install the agent you will need to retrieve and run the installer application. When the installation is finished, the agent will automatically appear in the HeartbeatRM web interface in your list of available computers.

To retrieve your installer, visit the Installers section.

Step 1: Retrieve the installer

To retrieve your installer, select Installers from the main menu.

On this page, you have two options for retrieving the installer file. You can generate a new one, or pick from a list of previously generated installers, either is acceptable.

Installers appearing in the list are considered “public”, meaning they are assigned static URL of the form https://hbrm.us/ABCD1234. You may link to, or send these URLs to anyone who needs to install the agent. We automatically generate one public installer for your organization by default.

To use the default installer, click the “Download” button marked by the letter (A) in the image below. You can reveal additional options such as “Copy Link” and “Email Link” by clicking the down arrow icon.

The (B) letter sequence shows how to generate an installer if for some reason there are none in the list below. Select an access key first (B1), then click “Generate Installer” (B2)

Step 2: Run the installer

After downloading the agent installer, double-click the file to start the installation. Click “Yes” if you receive a Windows prompt to run the file.

Follow the directions on screen to complete the installation.

Step 3: Return to HeartbeatRM

When the installation finishes, return to the HeartbeatRM web interface. Select “All Agents” if it exists, otherwise choose the top-most group (“Demo Org” in the example below).

You should see your new computer in the list.

Click on the Display Name of your new agent to view details and access features such as remote access, file management and more.

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