You are a coding agent installing or operating self-hosted Agent Relay in a human operator's own cloud account, with their credentials. These runbooks are the same steps as the human guides, with your checks and stop points added under Agent:. Follow them in order.
Rules
- Never print, log, paste or summarize a secret. That includes passwords,
API keys, tokens, the setup key, the bootstrap token, database URLs, PEM
blocks, encryption keys,
SUMMARY_MASTER_KEYS, kubeconfig files, Kubernetes Secret data,helm get values -aoutput, SSM or Secret Manager values, and every file under~/.agent-relay-install. Verify Secrets by name and key count only. - Commands that print a credential are run by the human, not you: the
setup-key command, the bootstrap-token command,
add-user.sh,okta-setup.sh, and anyread -rsprompt. Ask them to run it in their own terminal and report only the outcome. - Ask the human before every change to their cloud account or cluster:
terraform applyanddestroy, IAM and Pod Identity or Workload Identity changes,kubectl apply,create,delete,patchandscale,helm install,upgradeanduninstall, storing values in SSM or Secret Manager, and anything that deletes data. Show the exact command first. Read-only commands (get,describe,list,plan,curlhealth checks) need no approval. - Ask the human; never decide or invent: the domain, the organization ID and name, the first admin's email, which subnets, VPC and security groups to use, whether to reuse an existing database, internet-facing or internal load balancer, and the telemetry level.
- DNS is the human's: ask the DNS owner to create records, then poll until they resolve.
- Check every step's "Done when" before the next step. If it doesn't hold, stop, show the evidence (with secrets removed), and use Troubleshooting.
- Never recover by deleting. No
helm rollback, uninstall, PVC or Job deletion,--atomic, or migration retry unless the runbook says so and the human approves. - Never edit a downloaded file or check to make it pass. If a checksum, a release check or a script refuses, stop and report it.
- Keep a plain notes file in the install folder with the human's answers and each step's result. Never put a secret in it.
Pick the runbook
Ask the human which cloud they use, then which path (see the overview):
- AWS EKS: Install on EKS, plus existing RDS, bring your own AWS resources or IAM and Pod Identity when they apply.
- Google Cloud GKE: Install on GKE, plus bring your own Google Cloud resources when it applies.
Every runbook is also plain Markdown: append .md to its URL.
All runbooks
Start
- Self-hosting Agent Relay: Run Agent Relay in your own AWS or Google Cloud account. What you get, how it fits together, and which guide to follow.
Install on AWS
- Install on EKS: Install Agent Relay on an existing Amazon EKS cluster in 16 numbered steps, each with a check before you move on.
- Use an existing or shared RDS: Put Agent Relay's databases on an RDS PostgreSQL 17 instance you already run, including a shared one, instead of letting Terraform create one.
- Bring your own AWS resources: Exact specs for creating the S3 bucket, OpenSearch domain, IAM roles, Pod Identity associations and ACM certificate yourself, instead of with Terraform.
- IAM and Pod Identity: The three IAM roles and five EKS Pod Identity associations the install needs, with their exact policies and an optional script that creates them.
Install on Google Cloud
- Install on GKE: Install Agent Relay on an existing Google Kubernetes Engine cluster in 15 numbered steps, each with a check before you move on.
- Bring your own Google Cloud resources: Exact specs for creating Cloud SQL, Cloud Storage, Memorystore, Pub/Sub and the Workload Identity grants yourself, instead of with Terraform.
Configure
- Secrets: Create the five Kubernetes Secrets the chart needs with plain kubectl, helm-secrets and SOPS, or vals with SSM Parameter Store or Google Secret Manager.
- Single sign-on with Okta: Add Okta (OIDC) sign-in to a running install, beside password sign-in, in four steps.
- After the install: Finish setup once the first session arrives - Output and digest coverage, generated titles and summaries, and the agent-name filter.
- Desktop app rollout: Get the Agent Relay desktop app to your people, signed in to your own install, and check their sessions arrive.
Operate
- Upgrades: Move a running install to a newer Agent Relay release safely - the EKS upgrader, manual GKE upgrades, and what to do if one fails.
- Backup and restore: What to back up in a self-hosted install, how to take a consistent backup on AWS or Google Cloud, and how to prove a restore works.
- Telemetry: What a self-hosted install sends to Agent Relay (nothing, until you register it), the three levels, and how to preview, change or export it.
- Durable actors: The optional durable-actors mode for Relaycast and Relayfile - what it is, its status, requirements and known issues.
- Troubleshooting: Fixes for the problems people actually hit installing and running self-hosted Agent Relay on EKS and GKE.
- Teardown: Remove a self-hosted install completely - the Helm release, the cloud resources Terraform made, and Agent Relay's data on a shared database.
- Support: How to get help with a self-hosted install, what to send, and what never to send.
Reference
- Downloads: The helper scripts and values templates the install guides use, with their SHA-256 checksums.