This guide walks you through the redesigned Install Agent page and explains how to use the filter framework to find and install agents across your cloud environment.
Overview
The Install Agent page gives you a consolidated view of agent coverage across all your subscriptions, accounts, and projects in one place. You no longer need to select a subscription before seeing your environment. A progressive filter chain lets you narrow your target VMs step by step, and the dollar impact estimate updates in real time as you refine your selection.
What problem this solves
Previously, you had to select a subscription before seeing any installation data, making it impossible to get a cross-environment view at a glance.
Bulk installs were restricted to one subscription at a time, requiring repeated steps for multi-subscription environments.
There was no way to estimate savings impact before deciding which VMs to target.
The Filter Framework
Filters work as a parent-to-child chain. Each filter narrows the scope for the ones below it. The default chain on page load is:
Install Status (Not Installed) > Supported > State (Running) > Subscription / Account / Project
Removing a filter also clears all filters below it. You can add filters back at any time using the Add Filter button.
Filter 1: Install Status (Coverage Bar)
Shows the split between installed and not installed VMs across your entire environment. Not Installed is selected by default so the page focuses on VMs that need action.
Click a segment to filter the page to that set of VMs.
The bar shows the absolute VM count alongside the percentage (e.g., 75% Coverage — 300 / 400 VMs installed).
This filter is always present on the page and anchors the filter chain.
Filter 2: Supported Bar
Shows which VMs in the current Install Status scope are compatible with Lucidity volume onboarding. Supported is selected by default.
Selecting Not Supported is allowed: agent installation is always permitted regardless of support status. This filter is for scoping your target, not restricting the install action.
This filter is removable via the X button.
Filter 3: State Bar
Shows running vs. stopped VMs. Running is selected by default, since agent installation requires a running VM.
If you select Stopped, the Install All button is disabled with a note: "VMs must be running to install the agent."
This filter is removable. Removing it also removes the Subscription and OS filters below it.
Filter 4: Subscription / Account / Project
A chart showing how your VMs are distributed across subscriptions (Azure), accounts (AWS), or projects (GCP). By default all are included.
Click one or more slices to narrow the scope to specific subscriptions.
For environments with many subscriptions, smaller ones are grouped under Others. Selecting Others includes all subscriptions in that group.
Selecting at least one slice makes the OS filter available.
Filter 5: OS Filter
Appears after you select at least one subscription slice. Shows all OS families and versions present in the current scope.
Multi-select is supported across families and versions (e.g., Windows 2019 and Ubuntu 22.04 simultaneously).
Only OS types present in your environment are shown.
Dollar Impact and VM Count
The bottom bar shows two live figures that update as you apply filters:
Estimated optimization impact after agent installation: the projected annual savings for the VMs in your current selection, based on Lucidity's optimization of those VMs.
VM Count: the total number of VMs matching your current filter combination.
If utilization data is not yet available for some VMs, the impact shows $— rather than $0, with a tooltip explaining which VMs are missing data.
Using the Filter Modal
The Filter button in the top bar opens a modal where you can set all four filters (Subscriptions, State, Install Status, Support) in one step. This is useful when you already know exactly which scope you want.
The Subscriptions section includes a search input: type a substring to filter the list (e.g., "prod" matches all subscriptions with "prod" in the name).
Changes in the modal sync back to the inline bars and chart after you click Apply Filter.
Reset Filters restores defaults: Not Installed, Running, Supported, All Subscriptions.
Installing Agents
Once your filters are set and the Install All button is enabled, click Install All to proceed to the Review page.
Install All eligibility
The button is enabled when the current selection contains at least one Running + Not Installed VM.
The button is disabled when the selection contains only Installed VMs, only Stopped VMs, or zero VMs.
Review page
The Review page shows the exact list of VMs that will receive the agent install, grouped by subscription. Before confirming:
Uncheck any individual VMs you want to exclude. Group and page-level checkboxes let you deselect in bulk.
The footer shows the final count and estimated impact: "Installing on X VMs across Y subscriptions · $Z impact."
Click Install on X VMs to confirm, or Cancel to return to the main page without changes.
Zero State and Empty Results
If all filters are removed, the page shows an empty state with an Add Filter button to rebuild from scratch.
If a filter combination yields zero VMs, the message "No VMs match the current selection" is shown and Install All is disabled.
Multi-CSP environments: a CSP selector widget appears at the top when your environment spans more than one cloud provider. Single-CSP customers do not see this widget.