# Installation

## Install Datafy

Datafy should be installed on any nodes or instances with EBS volumes attached that you want Datafy to monitor or manage.

All installations include two parameters:

* `$VERSION`   or `$HELM_VERSION` **-** The version number of the agent (in EC2) or Helm chart (in K8s) to be installed. For consistent behavior, this should always be specified.
* `$TOKEN` - Security token used for identification, associated with the relevant AWS account. The security token can be [generated by an admin](https://docs.datafy.io/set-up-and-installation/datafy-installation/token-generation) through the Datafy dashboard.

{% hint style="info" %}
If you are installing on an instance where Datafy is already installed, check out [how to upgrade](https://docs.datafy.io/set-up-and-installation/upgrading-datafy) 
{% endhint %}

### EC2 Instance <a href="#ec2-installation" id="ec2-installation"></a>

Datafy is installed on EC2s as a Docker image. If not already installed on your instance, install Docker before installing Datafy.

Run the following CLI command on your instance to install Datafy:

{% tabs %}
{% tab title="Sensor" %}
{% code overflow="wrap" %}

```sh
curl -sSfL https://agent.datafy.io/install?version=$VERSION | AGENT_MODE="sensor" TOKEN=$TOKEN sh
```

{% endcode %}
{% endtab %}

{% tab title="AutoScaler" %}
{% code overflow="wrap" %}

```sh
curl -sSfL https://agent.datafy.io/install?version=$VERSION | AGENT_MODE="autoscaler" TOKEN=$TOKEN sh
```

{% endcode %}
{% endtab %}
{% endtabs %}

{% hint style="info" %}
The install command downloads and runs an install script that ensures your instance is supported by Datafy, and then installs the requested version using Docker.
{% endhint %}

{% hint style="success" %}
Check out [deployment-examples](https://docs.datafy.io/resources/deployment-examples "mention") for examples how to install Datafy with the deployment tools you already use
{% endhint %}

### Kubernetes Cluster

You can install Datafy using a single line command or with a Helm chart directly.

{% hint style="warning" %}
When installing Autoscaler, make sure that all of the nodes in the relevant cluster or node group are [supported](https://docs.datafy.io/set-up-and-installation/supported-infrastructure).
{% endhint %}

#### Helm Chart Installation

Datafy can be installed directly via a Helm chart. See the [latest Helm chart documentation](https://github.com/datafy-io/datafy-agent-helm/) for additional installation parameters and versioning.

The Helm chart creates a datafy-installer [DaemonSet](https://kubernetes.io/docs/concepts/workloads/controllers/daemonset/). The DaemonSet installs the Datafy agent on all nodes in the cluster, and ensures that it is up and running. If the installation fails, Helm will roll back the cluster to the state it was in before the installation began.

{% stepper %}
{% step %}

#### Add Datafy Repo

```bash
helm repo add datafyio https://helm.datafy.io/datafy-agent
helm repo update
```

{% endstep %}

{% step %}

#### Install Datafy

{% tabs %}
{% tab title="Sensor" %}
{% code overflow="wrap" %}

```bash
helm upgrade --install datafy-agent \
--version "$HELM_VERSION" datafyio/datafy-agent \
--namespace datafy-agent --create-namespace \
--set agent.mode="sensor" \
--set agent.token="$TOKEN" \
--atomic   
```

{% endcode %}
{% endtab %}

{% tab title="AutoScaler" %}

```bash
helm upgrade --install datafy-agent \
--version "$HELM_VERSION" datafyio/datafy-agent \
--namespace datafy-agent --create-namespace \
--set agent.mode="autoscaler" \
--set agent.token="$TOKEN" \
--atomic   
```

{% endtab %}
{% endtabs %}
{% endstep %}
{% endstepper %}

#### Single-Line Installation

{% hint style="info" %}
If your cluster is running Bottlerocket, use the Helm chart installation above
{% endhint %}

{% tabs %}
{% tab title="Sensor" %}
{% code overflow="wrap" %}

```bash
curl -sSfL https://agent.datafy.io/install-k8s?version="$HELM_VERSION" | AGENT_MODE="sensor" TOKEN="$TOKEN" sh
```

{% endcode %}
{% endtab %}

{% tab title="AutoScaler" %}
{% code overflow="wrap" %}

```sh
curl -sSfL https://agent.datafy.io/install-k8s?version="$VERSION" | AGENT_MODE="autoscaler" TOKEN="$TOKEN" sh
```

{% endcode %}
{% endtab %}
{% endtabs %}

## Validate Installation

You're all set up!

Once you've successfully completed the installation, you can see the utilization of the volumes attached to instances Datafy is installed on in the [Datafy dashboard](https://app.datafy.io/fleet-manager).

If you've installed Autoscaler, you can now use the ["AutoScale" toggle or create an autoscaling rule to activate autoscaling](https://docs.datafy.io/volume-lifecycle/managing-autoscaling-volumes#activating-autoscaling) for the selected volumes.