You can download a PDF version of the deployment guide by clicking the button below:

There are 4 key steps to deploying Teramind On-Premise. Step 2-4 are identical no matter which virtualization platform you choose. Click a link to jump to its instructions section:

Teramind is the world’s leading platform for employee monitoring, insider threat detection, data loss prevention and workforce productivity optimization solutions. All Teramind solutions can be deployed On-Premise. This deployment guide will help you discover what you can expect from your Teramind On-Premise deployment and provide you with installation prerequisites, step-by-step instructions, technical, and support information.

Here are some benefits you can expect if you choose to deploy Teramind On-Premise:

Use your own infrastructure and only pay for resources you consume (i.e. CPU, storage, memory). Full control of your environment means you can achieve the SLA you need.

Choose how much storage you want allocated for OCR, user data, and application metadata. The nodes will communicate with the master nodes and each other automatically making storage management easier.

Deploy the entire Teramind server with a single OVA/VHD. Support for VMware ESXi, Hyper-V, and Nutanix gives you freedom to deploy Teramind on many environments.

Control how often and when backups are taken. Teramind On-Premise supports both on-demand and scheduled backups.

Single file model for security, patch management, and feature deployment. One-click deployment from the dashboard makes it easy to keep your server running smoothly.

Export data to SIEM, IDS/IPS, and other threat analytics systems via syslog. Active Directory integration and REST-based API open up possibility for coordinated security orchestration.

You control all aspects of security and compliance including firewall, SSL, VLAN, SSH tunnels, 2FA, IP whitelisting on your firewall, etc. Your security measures, combined with Teramind’s built-in support for HIPAA, GDPR, PCI DSS, and other compliance-specific policy and rules, makes Teramind On-Premise ideal for customers in government, healthcare, finance, and other regulated industries.

Deployments for under 1,000 concurrent users can be hosted on one all-inclusive server, in most cases. CPU and system memory should be provisioned based on the expected number of concurrent monitored sessions, according to the following table:

*The requirements are applicable for a typical user who works on a single computer with Full HD (1920x1080) screen resolution, doing regular office work. If the users have multiple screens, higher-resolution screens, or have an unusual work pattern (e.g., watching many videos) then the requirements will be higher.

OCR (Optical Character Recognition) allows you to detect text inside images or videos. You will need to set up OCR nodes for OCR features such as OCR Search and OCR Rules to work.

*The requirements are applicable for a typical user who works on a single computer with Full HD (1920x1080) screen resolution, doing regular office work. If the users have multiple screens, higher-resolution screens, or have an unusual work pattern (e.g., watching many videos) then the requirements will be higher.

The Teramind virtual appliance comes with a primary volume of 100 GB. This volume contains the Teramind server application and database. The size of this volume can be increased at a later point in time.

The simplest way to add storage is from your hypervisor, by simply adding a second volume. If you use Hyper-V, this volume should be a VHDX file (not VHD).

Once adding a second volume, additional steps outlined in this article can be followed to finish provisioning a recording volume.

You can also use a NAS or any filesystem over NFS. You can check this article for help.

The size of this second volume can be estimated based on the number of sessions that will be recorded. For normal office work with low screen activity, the storage requirements will be up to 1 GB per 8 hours of workday, per user. This can vary due to multiple factors such as the number of screens, resolution, framerate, color mode, whether audio recording is enabled or not, user's activity level, etc. For more information about storage, check out this article.

You can adjust retention policies and recording preferences in the monitoring settings to reduce the storage requirement.

This storage is low-access and can be on magnetic / non-SSD media.

Detailed agent specifications can be found here.

Go to the Download section of the Teramind Self-Hosted Portal.

Scroll down to the Step 2: Download Packages section.

Select VMWare, Nutanix AHV (OVA) from the Teramind On-Premise Server Image drop-down list and click the download button to download the OVA file. You will need this file in Step 1.4 Deploying the OVF/OVA File.

From the VMware main interface, under the Navigation tab on the left, select Virtual Machines.

From the right side of the screen, click the Create / Register VM button.

A window will pop up where you can specify settings for the new virtual machine you are about to create.

For the first screen, Select creation type, select Deploy a virtual machine from an OVF or OVA file option.

Click the Next button to continue.

Here, enter a name for your virtual machine. For example, ‘Teramind’.

Then click the area that says, Click to select files or drag/drop to upload the Teramind Server OVA file you downloaded in Step 1.1 Downloading the VM Image.

Click the Next button to continue.

For now, you can keep the default settings as-is for the Select storage screen.

We will add a second hard disk later for the screen recordings (Step 1.13 Adding a New Hard Disk).

Click the Next button to continue.

Select Thick for the Disk provisioning option.

You can keep the default settings as-is for the rest of the options.

Click the Next button to continue.

On the Ready to complete screen, you can see a summary of your VM’s settings. Click the Finish button to start the VM deployment process.

Do not refresh your browser while the VM is being deployed.

Once the deployment is finished, you can see your newly created VM ‘Teramind’ on the main ESXi interface under the Virtual Machines tab.

We will now add a second volume to hold the screen recordings.

Click the VM Teramind to access its settings.

If the VM is running, click the Shut down button to shut it down first.

Wait until the VM is shut down.

Click the Power off button to power off the VM.

You might see a warning message saying powering off the VM may cause data loss. Since our VM is brand new, we don’t have to worry about that.

Click Yes to continue.

Wait until the VM is powered off.

Click the Actions button on the top-right corner. Select Edit settings from the pop-up menu.

A new window will pop up where you can configure and add/remove hardware for your VM.

Under the Virtual Hardware tab, click the Add hard disk button then select New standard hard disk.

You will see the new hard disk appear on the list of hardware on the left side of the window.

Click the New Hard disk. You can adjust its size on the right. You can start with a small size (i.e. 16 GB) and then increase as needed.

Click the Save button.

Back on the main interface, click the Console button on top and select Open browser console.

Once the console window opens, you will be able to set up the IP, network and assign machine role(s).

Go to the Download section of the Teramind Self-Hosted Portal.

Scroll down to the Step 2: Download Packages section.

Select VMWare, Nutanix AHV (OVA) from the Teramind On-Premise Server Image drop-down list and click the download button to download the OVA file. You will need this file in Step 1.2 Deploying the OVF/OVA Template.

From the vSphere client interface, click the File menu and select Deploy OVF Template…

When prompted, select the Teramind Server OVA file you downloaded in Step 1.1 Downloading the VM Image.

The Deploy OVF Template window will pop up.

The first screen on the Deploy OVF Template window is called Source. On this screen, the Deploy from a file or URL box should already be populated by the OVA file path you selected in Step 1.2 Deploying the OVF/OVA Template. If not, you can click the Browse… button to load the file again.

Click the Next button to continue.

The OVF Template Details screen will show the details for the OVA file.

Click the Next button to continue.

On the Name and Location screen, enter a name for the deployed template. For example, Teramind.

Click the Next button to continue.

We can keep the default settings as-is for the Disk Format screen.

Click the Next button to continue.

We can keep the default settings as-is for the Network Mapping screen.

Click the Next button to continue.

On the Ready to Complete screen, you can see a summary of your VM’s settings.

Click the Finish button to start the VM deployment process.

Once the deployment is finished, you can see your newly created VM, Teramind on the main vSphere interface, on the list of servers.

We will now add a second volume to hold the screen recordings.

Right-click the Teramind server and select Edit Settings… from the pop-up menu.

The Virtual Machine Properties window will open.

On the Virtual Machine Properties window, click under the Hardware tab and you will see a list of existing hardware.

Select Hard disk 1, then click the Add… button on top.

The Add Hardware window will open.

On the first screen, Device Type of the Add Hardware window, select Hard Disk.

Click the Next button to continue.

On the Select a Disk screen, make sure the Create a new virtual disk option is selected.

Click the Next button to continue.

On the Create a Disk screen, you can adjust the disk parameters or keep them as-is.

For the Disk Size parameter, you can start with a small allocation (for example 16 GB) and then increase as needed.

Click the Next button to continue.

You can keep the default settings as-is for the Advanced Options screen.

Click the Next button to continue.

The Ready to Complete screen will show a summary of your disk.

Click the Finish button to finish setting up the disk.

Close the Virtual Machine Properties window to go back to the main vSphere interface.

Next, we will power up the virtual machine.

You can see the status of the machine under the Recent Tasks list.

Make sure the Status of the Power On virtual machine task shows ‘Completed‘ before moving on to the next step.

Once the VM is powered up, right-click the VM Teramind and select Open Console from the pop-up menu.

Once the console window opens, you will be able to setup the IP, network and assign machine role(s).

Go to the Download section of the Teramind Self-Hosted Portal.

Scroll down to the Step 2: Download Packages section.

Select Hyper-V, Nutanix AHV (VHD) from the Teramind On-Premise Server Image drop-down list and click the download button to download the VHD file. You will need this file in Step 1.8 Connecting a Virtual Hard Disk.

From the main interface, on the left pane, under the Hyper-V Manager, right-click on the Hyper-V host that you wish to host the new virtual machine.

From the pop-up menu, select New then Virtual Machine…

A New Virtual Machine Wizard window will appear.

You can skip the first screen Before You Begin on the New Virtual Machine Wizard window.

Click the Next button to continue.

On the Specify Name and Location screen, enter a name for your virtual machine. For example, Teramind.

Click the Next button to continue.

On the Specify Generation screen, select Generation 1.

Click the Next button to continue.

On the Assign Memory screen, you can enter the Startup memory. Use the Primary Server Requirements table to get an idea of how much memory you might need. For this tutorial, we will use 4500 MB or about 4 GB.

Click the Next button to continue.

On the Configure Networking screen, you can choose your network connection. Select External Switch from the Connection list.

Click the Next button to continue.

On the Connect Virtual Hard Disk screen, select the Use an existing virtual hard disk option and then click the Browse… button.

When prompted, select the Teramind Server VHD file you downloaded in Step 1.1 Downloading the VM Image. Once the file is loaded, click the Next button to continue.

On the Summary screen, you can see a summary of your VM’s settings.

Click the Finish button to start the VM deployment process.

Once the deployment is finished, you can see your newly created VM, Teramind on the main Hyper-V Manager interface, under the Virtual Machines panel.

We will now add a second volume to hold the screen recordings.

Right-click the Teramind VM and select Settings… from the pop-up menu.

The VM Settings for Teramind on [your VM host name] window will open.

Select the IDE Controller 0 from the list of hardware on the left panel.

Then, on the right, select Hard Drive and click the Add button. A new virtual drive will be added under your primary drive on the left panel.

Click the New button on the new Hard Drive screen.

The New Virtual Hard Disk Wizard window will open.

You can skip the first screen, Before You Begin on the New Virtual Hard Disk Wizard screen by clicking the Next button.

On the Choose Disk Format screen, make sure VHDX is selected.

Click the Next button to continue.

You can keep the default settings as-is on the Choose Disk Type screen.

Click the Next button to continue.

On the Specify Name and Location screen, give your virtual hard disk a name. For example, SecondDisk.vhdx. For location, you can keep the default path or change it wherever you want to store the virtual hard disk.

Click the Next button to continue.

On the Configure Disk screen, select the Create a new blank virtual hard disk option. For the Size parameter, you can start with a small allocation (i.e. 16 GB) and then increase as needed.

Click the Next button to continue.

The Summary screen will show a summary of your disk.

Click the Finish button to finish setting up the disk.

The wizard window will close automatically and return you to the VM settings window.

You can see the newly created virtual hard disk SecondDisk.vhdx under the IDE Controller 0. The path to the hard disk will also be shown on the right panel on the Virtual hard disk field.

Click the OK button to save the changes and close the Settings window.

We are now ready to start the server.

On the main Hyper-V Manager interface, under the Virtual Machines panel locate the VM Teramind.

Right-click on it, and select Start from the pop-up menu to start the server.

When the VM is ready, the State of the server will change from Off to Running.

When the VM is ready, right-click the Teramind VM again and select Connect… from the pop-up menu to open the Console window.

Once the console window opens, you will be able to set up the IP, network and assign machine role(s).

Go to the Download section of the Teramind Self-Hosted Portal.

Scroll down to the Step 2: Download Packages section.

Select VMWare, Nutanix AHV (OVA) from the Teramind On-Premise Server Image drop-down list and click the download button to download the OVA file.

Open your Prism Central dashboard, and click the Main Menu icon from the top-left corner.

Select OVAs.

Click the Upload OVA button located near the top-left corner.

On the Upload OVA screen, select a cluster from the Select AHV Cluster drop-down list.

You can optionally enter a Name for the OVA.

You can optionally enter a Checksum for the OVA.

Note: you can find the checksum for the OVA on the Self-Hosted Portal under the download button, see Step 1.1 Downloading the VM Image).

Click the Select File link. A file Open dialogue box will pop up.

Select the .ova file that you downloaded in Step 1.1 Downloading the VM Image.

Click the Open button on the Open dialogue box.

The file will start to upload.

Once the upload is completed, you will see a message that says, "Upload of file is successfully completed…".

Click the Close button. It will take you back to the OVAs screen.

When you upload an OVA, the system will perform three tasks: OVA create, OVA upload and finally, OVA validate.

It might take a while to complete all three tasks.

You will be able to see the status of these tasks by clicking the Recent Tasks icon (the icon is located near the top-right corner, showing a number inside a blue circle)

When the OVA tasks are finished, you will be able to use the OVA to deploy your VM.

If you aren't there already, go to the OVAs screen by selecting OVAs from the Main Menu.

Locate the OVA you created (you can use the filter to narrow down the list).

Right-click on the OVA and select Deploy as VM from the pop-up menu. You will be taken to the Deploy as VM wizard screen.

On the first step, Configuration, enter a Name for your VM.

Adjust the CPU, Cores Per CPU, and Memory under the VM Properties section according to your needs. You can use the Primary Server Requirements section to get an idea of how much CPU/memory you might need.

Click the Next button to continue to the next step.

On the second step, Resources, you will notice that the OVA already comes with a disk, so you don't have to add one.

Under the Networks section, click the Pencil icon next to the empty subnet (if you don't see any subnet, click the Attach to Subnet button). The Update NIC window will pop up.

On the Update NIC pop-up window, select an appropriate network from the Subnet drop-down list.

Click the Save button.

Back on the Resources step, select the Legacy BIOS Mode option under the Boot Configuration section.

Select DISK (SCSI) from the Set Boot Priority drop-down list.

Click the Next button to go to the next step.

Note: you might see a warning when you change the BIOS mode:

If you see such a warning, press the Confirm button on the warning dialogue box to confirm the change.

On the Management step, you can optionally configure the Categories, Timezone, and Guest Customization. However, in this tutorial, we will keep their default values.

Click the Next button to go to the next step.

On the Review step, verify all the settings are correct.

If needed, you can press the Back button to go back and make any adjustments.

Otherwise, click the Create VM button. You will be taken back to the Upload OVA screen.

Your VM will be ready within a few seconds.

Click the Main Menu icon from the top-left corner.

Select VMs.

On the VMs screen, locate the VM you just created. You can use the filter on top of the screen to quickly locate the VM.

Click the name of the VM. It will take you to the VM's screen.

On the VM's screen, select the Summary tab.

Click the More button and then select the Power On option from the drop-down menu.

The VM will be powered on and become ready for use in a moment.

On the VM's configuration screen, select the Console tab.

The VM will boot up in a few seconds and you will be shown the login prompt.

Note: you can click the Pop-Up Window icon to open the Console in a separate window to make it easier to work with.

Go to the Download section of the Teramind Self-Hosted Portal.

Scroll down to the Step 2: Download Packages section.

Select VMWare, Nutanix AHV (OVA) from the Teramind On-Premise Server Image drop-down list and click the download button to download the OVA file.

The OVA file is a compressed archive. You will need to extract the file using a utility such as 7-Zip.

The extracted OVA file should contain several files. You will need to use the file with a .vmdk extension in Step 1.5 Adding the VMDK Image File.

Open your Prism dashboard, and click the Main Menu icon from the top-left corner.

Select Images.

Click the Add Image button located near the top-left corner.

Click the Add File button. A file Open dialogue box will pop up.

Select the .vmdk file that you extracted from the OVA image in Step 1.2 Extracting the OVA File.

You can optionally add a Description and Checksum. However, in this tutorial, we do not need to use them.

Note: you can find the checksum for the OVA on the Self-Hosted Portal under the download button, see Step 1.1 Downloading the VM Image).

Click the Next button to continue to the next step.

Select the Place image directly on clusters option under the Placement Method section.

If you have multiple clusters, you can select them under the Select Clusters section. In this tutorial, we have only one cluster, BizDev12 and it's selected by default.

Click the Save button. The image will be saved and you will be taken back to the Images screen.

When you create the image, the system will perform three tasks: Create image, Image upload and finally, Transfer Image to Cluster.

Depending on your network speed, it might take a while to complete all three tasks.

You will be able to see the status of these tasks by clicking the Recent Tasks icon (the icon is located near the top-right corner, showing a number inside a blue circle)

When the image tasks are finished, you will be able to use the image with your VM.

Click the Main Menu icon from the top-left corner.

Select VMs.

Click the Create VM button located near the top-left corner.

On the first step, Configuration, enter a Name for your VM.

Adjust the CPU, Cores Per CPU, and Memory under the VM Properties section according to your needs. You can use the Primary Server Requirements section to get an idea of how much CPU/memory you might need.

Click the Next button to continue to the next step.

On the second step, Resources, click the Attach Disk button. A pop-up window will open.

Select Disk from the Type drop-down list.

Select Clone from Image from the Operation drop-down list.

Select the .vmdk image you previously created from the Image drop-down list.

Make sure SCSI is selected from the Bus Type drop-down list.

Click the Save button.

Back on the Resources step, click the Attach to Subnet button. A pop-up window will open.

Select an appropriate network from the Subnet drop-down list.

Click the Save button.

Back on the Resources step, select the Legacy BIOS Mode option under the Boot Configuration section.

Select DISK (SCSI) from the Set Boot Priority drop-down list.

Click the Next button to go to the next step.

Note: you might see a warning when you change the BIOS mode:

If you see such a warning, press the Confirm button on the warning dialogue box to confirm the change.

On the Management step, you can optionally configure the Categories, Timezone, and Guest Customization. However, in this tutorial, we will keep their default values.

Click the Next button to go to the next step.

On the Review step, verify all the settings are correct.

If needed, you can press the Back button to go back and make any adjustments.

Otherwise, click the Create VM button. Your VM will be ready within a few seconds and you will be taken back to the VMs screen.

On the VMs screen, locate the VM you just created. You can use the filter on top of the screen to quickly locate the VM.

Click the name of the VM. It will take you to the VM's screen.

On the VM's screen, select the Summary tab.

Click the More button and then select the Power On option from the drop-down menu. The VM will be powered on and become ready for use within a few seconds.

On the VM's configuration screen, select the Console tab.

The VM will boot up in a few seconds and you will be shown the login prompt.

Note: you can click the Pop-Up Window icon to open the Console in a separate window to make it easier to work with.

If you have followed all the instructions on Step 1 correctly, you should now have a console window open for your VM. We will use this console window to configure IP and other network settings and the machine role.

Log in using the following credentials:

Press Enter to continue.

When prompted, fill out the following information:

Since this is a single-server deployment*, we will leave the default role to master when asked by the New role [master]: prompt.

At this stage, we are done with the console commands.

In some cases, you might be prompt to change the root and prod passwords and to lock the setup user account. If you want to keep the default, press n to the prompt(s). If you do change them, please keep them in a secure place. You will need them for any future changes to your servers.

Open your browser and type in the IP address you used for the Teramind server setup in the previous step (Step 2.2 Entering the Connection Details).

You might see a warning message on your browser saying the connection is not private or secure. This is normal. The warning is shown because you haven’t assigned any SSL certificate to your server. You can upload your own certificate later from the Teramind Dashboard (for more information, check out the Settings > Security > SSL section of the User Guide).

If you are using Google Chrome, you can click the Advanced button on the warning page and then click the Proceed to… link to continue. Other browsers have similar options to bypass the warning.

When you enter the Teramind Dashboard for the first time, you will see the End-User License Agreement screen.

Scroll down and click the Accept & Continue button.

In some cases, you might be prompted to update your hostname.

Clicking YES will let you change your hostname. You can press NO to skip this step; you will be able to change it later from the Settings > Security > Host screen. Click the NEVER ASK ME button to stop this pop up from appearing in the future.

On the Welcome to Teramind screen, select your language and timezone.

Click CONTINUE.

On the Lets secure your Teramind installation screen, enter an Email address, specify a Password and enter the same password in the Confirm password field.

This credential will be used for your admin account.

Click CONTINUE.

Open a separate browser tab and log into the Self-Hosted Portal at: https://www.teramind.co/portal. Login with the admin email and password.

Click the Licenses tab.

From the list of licenses, click the Key link under the Actions column. A pop-up will display the license key.

Copy the license key or write it down.

Go back to your Teramind Dashboard. Enter/paste the license key you copied in the previous step.

Click the CONTINUE button.

Note: if you do not want to set up a license at this stage, you can click the SKIP (YOU CAN DO THIS LATER) button. You can add a license later from the Dashboard. To learn how to do that, please check out this article.

At this stage, you can either Install agents or SKIP TO THE DASHBOARD. If you skip to the dashboard, you won't see any data but you will be able to navigate the interface.

If you have added a recording disk to your Teramind VM then there are some additional steps needed to finish provisioning the recording disk. Please refer to this link for the remaining steps to provision the recording disk.

If you instead are using NFS storage, then please refer to this link for the steps to mount an NFS share

Teramind Agent can be installed both locally and remotely. Check out this article to learn how to download and install the agent: How to download and install the Teramind Agent.

In most cases, you should not have to change any settings to get Teramind to work. By default, the Teramind Agents communicate with the Teramind server on two ports: 443, and 10000.

The Teramind management interface is entirely web driven and runs over HTTPS (port 443). This means that most proxies will allow the traffic through, provided you properly installed your SSL certificates.

For live and recorded screen playback, as well as live sessions listing, Teramind uses WebSocket. Although the WebSocket operates as HTTPS over port 443, some older proxies may not recognize this protocol. In either case, if you are experiencing trouble accessing your Teramind dashboard, try to disable your proxy temporarily to isolate the cause.

Also note that, if audio recording is enabled, Teramind Agent will connect to the server on a random UDP ports in the range 1000-65535 to send the audio recordings. Make sure UDP ports in that range are enabled and open from the endpoint to the server.

Teramind Agent and its drivers come digitally signed with an extended-validation certificate. We’ve made every effort to coordinate our signature with the major antivirus vendors, and as a result, Teramind should work normally with the vast majority of antivirus software.

Once you have installed Teramind successfully, you can configure other aspects of the server, agent and other settings entirely from the web-based dashboard.

If for any reason, you want to change the license key (for example, when upgrading from a trial to a paid account), you can do that from the Settings > About tab.

Check out this article for help: How to change the license key (On-Premise / Private Cloud Deployment).

Teramind regularly releases server updates for the On-Premise deployment on our Self-Hosted Portal and the virtual machine images may not always contain the latest server updates. These updates may contain bug fixes, security patches and new features. To keep your deployment up-to-date, we recommend that you update your server regularly. To update your server, download the latest server image from the Self-Hosted Portal at www.teramind.co/portal. Under the Download > Teramind Update section. Download the platform update file (with a TMU extension) by clicking the download icon.

Once you have downloaded the file, you can upload it to the dashboard under Settings > About tab.

Check out this article for help: How to update the Teramind Server and BI Classification (On-Premise deployment).

Though not mandatory, Teramind can be integrated with Active Directory to import your users, computers, groups, attributes and other important meta-data. The LDAP attributes can then be used to create user/computer accounts and filter BI Reports.

You can configure Active Directory from the Settings > Active Directory tab.

Check out the Settings > Active Directory section on the Teramind User Guide to learn how to setup an Active Directory / LDAP integration.

Configuring the SMTP settings is necessary for the Teramind server to be able to send outbound emails such as the daily digest emails sent to administrators, scheduled reports, low storage notifications, license alerts, and password recovery emails.

You can configure the SMTP from the Settings > SMTP tab.

Check out this article for help: SMTP Configurations (On-Premise).

Teramind strongly recommends proper configuration of SSL in order to avoid browser warnings and restrictions. Some browsers will not allow WebSocket communications if the certificates are invalid. This may prevent you from watching live screens or screen recordings.

Configuring the SMTP settings is also necessary for the Teramind server to be able to send outbound emails such as the daily digest emails sent to administrators, scheduled reports, low storage notifications, license alerts, and password recovery emails.

You can upload your SSL certificate from the Settings > SSL tab.

Check out the Settings > SSL section on the Teramind User Guide for more information. You can also create your own SSL certificates for use with your on-premise deployments.

To learn how to generate such self-signed certificates, check out this article.

To learn how to use a third-party certificate, check out this article.

OCR (Optical Character Recognition) allows you to detect text inside images or videos. You will need to set up OCR nodes for OCR features such as OCR Search and OCR Rules to work.

To set up OCR you will need one Session Mining node and at least one Session Mining Database node (for every 200 users). These nodes will communicate with the master node and with each other.

You can change the machine's role in Step 2.3 Setting the VM Role. Instead of entering master, enter teracv for creating a Session Mining node and elastic for creating a Session Mining Database node.

After setting the machine role and specifying the master node’s IP address you will see the OCR node approval requests on the dashboard. For more information, check out the Settings > Server Management section on the Teramind User Guide.

Check out this article for instructions on multi-node deployments: How to setup an on-premise multi-node deployment.

Here are some resources to help you get started with post-deployment activities:

1. Teramind Agent asks Management Server (Master Node) for an Application Server IP and port

2. Management Server (Master Node) responds

3. Teramind Agent connects to the assigned Application Server

A. OCR Miner talks to the Management Server (Master Node) and asks for a record to process

B. Management Server (Master Node) fetches a screen file from the Screen & Audio Storage and sends it to the OCR Miner Node

C. Once OCR is done, the OCR Miner sends results as text to the Management Server (Master Node)

D. Management Server (Master Node) writes the OCR result text to Elasticsearch

The Management Server (Master Node) serves the admin dashboard, load balances agents, and provides data to the OCR Miner Nodes. Teramind Agent connects to an Application Server via an always-on, TLS-encrypted connection, using our own protocol based on Google Protocol Buffers. OCR Miners are stateless and work with spot instances,