Installation script

The same installation script is used in all of the installation methods. This is either a bash script on Linux or a powershell script on Windows. The script is agent-specific, and a separate script is rendered from a template for each agent during the install workflow. The script downloads the agent package from the manager (over port 53333), extracts it on the agent host, creates a daemon and starts it.

Installation methods

There are several methods by which the installation script is distributed to the agent host and executed.

remote (default)

In this method, the installation script is pushed to the agent host, and executed remotely using SSH on Linux hosts and WinRM on Windows hosts. This is the default and simplest way for systems that allow SSH/WinRM access. A pre-requisite for remote installation is:

  winrm quickconfig -q
  winrm set winrm/config              @{MaxTimeoutms="1800000"}
  winrm set winrm/config/winrs        @{MaxMemoryPerShellMB="300";MaxShellsPerUser="2147483647"}
  winrm set winrm/config/service      @{AllowUnencrypted="true";MaxConcurrentOperationsPerUser="4294967295"}
  winrm set winrm/config/service/auth @{Basic="true"}
  netsh advfirewall firewall add rule name="WinRM 5985" protocol=TCP dir=in localport=5985 action=allow


For systems that don’t have SSH/WinRM access, userdata (e.g. cloud-init) may be used. In this method, an install script is rendered, and a temporary link pointing to it is created. This link is then embedded in a separate download script, which is injected into the agent host’s userdata. When the host is booted for the first time, the download script is executed. It downloads the installation script from the temporary link and executes it. To use the init_script method, the IaaS provider and Cloudify plugin need to support userdata. Currently, the Openstack and AWS plugins support this installation method.


For systems that have neither SSH/WinRM access, nor the ability to inject a script into userdata, the plugin installation method allows implementing a custom way to download and execute the installation script. In this method, a temporary download link for the installation script is created and made available to the plugin using the ctx. It is up to the plugin’s developer then to implement a custom method for downloading and executing the installation script on the agent’s host.


For systems that require the agent to be embedded in the image, users can use the provided method. In this mode, it is up to the user to make sure the agent is already installed on the image. During the install workflow, a configuration script will be rendered and a temporary link to it will created and made available via Cloudify’s logs (reading the logs is the only way to retrieve the temporary link). This script is similar to the installation script, except that it doesn’t download or install the agent package, but only configures and starts the agent daemon. This script needs to be downloaded and executed manually for every agent.


In some cases, the user cannot or prefers not to install an agent on Cloudify-managed VMs. This might be due to a security restriction, or because a VM is a pre-configured closed appliance that the user cannot access or modify. This has the following implications:

Specifying the Installation Method

To specify the installation method that will be used, set the install_method property in the compute node agent_config property. For example:

    type: cloudify.nodes.Compute
        # one of none, remote, init_script, provided, plugin
        install_method: remote