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Self-Hosted onboarding

Onboard a Self-Hosted Data Plane deployment through a one-time Admin Dashboard wizard. Steps 1 to 5 collect configuration, Step 5 downloads the credential used to install the data plane, and Step 6 confirms completion. Two values can be deferred: SSO (Step 2), until after the gateway is running but before the Console is opened to developers, and the gateway URL (Step 1), until after the gateway and DNS are live.


The onboarding wizard

The wizard launches automatically on the first sign-in to the Admin Dashboard; there is no separate onboarding URL. Each step has Next and Previous controls. Next is enabled once the current step's required fields are filled; Previous returns to any earlier step to review or change a value.

Step 1

Organization Name

Identify the tenant, and optionally register the gateway URL.

Step 2

Corporate Login

Configure SSO over OpenID Connect (OIDC). Can be deferred until after the gateway is running.

Step 3

LLM Providers

Connect providers such as OpenAI and Anthropic.

Step 4

LLM Models

Choose which models are exposed.

Step 5

Configure AI gateway

Download the service-account.json credential the data plane needs.

Step 6

Setup Complete

The Admin Dashboard can now be accessed by signing in with SSO.

Onboarding produces a configured management plane and a service-account.json file used as input to the data plane installation. Plan for 15 to 30 minutes, plus any back-and-forth with the identity provider (IdP) team if SSO is configured now.

Prerequisites

Have the following on hand before launching the wizard:

  • Access to the Admin Dashboard. Tetrate provides the URL during provisioning.
  • Initial admin credentials for the first sign-in.
  • API credentials for at least one LLM provider, for example an OpenAI API key.
  • Optionally, a planned hostname for the gateway, for example https://proxy.example.com. This value can be entered as the Data plane URL in Step 1, or passed later as tare install --serve-url. Neither entry point is mandatory: the URL can also be registered from the Admin Dashboard once the gateway and DNS are live.
  • OIDC IdP details (issuer URL, client ID, client secret, scopes) if SSO is configured now. Agent Router supports OIDC only. SSO can also be deferred; see SSO configuration.

Get started

The wizard appears automatically when the Admin Dashboard URL is first visited.

The onboarding wizard start screen

Click Start setup to begin.

Step 1: configure organization name

Fill in:

FieldRequiredDescriptionSample value
Organization NameYesThe organization's display nameAcme Corp.
Data plane URLNoThe public URL where the gateway is reachable. Always include the scheme (thus https://proxy.tare-pn-<ID>.tetrate.ai, not just proxy.tare-pn-<ID>.tetrate.ai). The same value can be passed to tare install --serve-url later.https://proxy.tare-pn-12345a678.tetrate.ai
Step 1 of the wizard: organization name and Data plane URL fields
The gateway URL can be deferred

The gateway does not need to exist yet, and this field can be left empty. Next is enabled once Organization Name is filled in. Onboarding only stores the value; the cluster, ingress, and DNS come later during install.

Leaving the field empty means the default project is not serving traffic when the wizard finishes, which Step 6 reports. The URL can be registered at any time afterwards under System → Settings → Data planes, or automatically by passing --serve-url to tare install. See Data plane installation.

Field label

The wizard labels this field Data plane URL, but the value is a gateway endpoint: a data plane hosts gateways, and each gateway owns the URL that clients call. See Manage multiple gateways on a data plane.

Step 2: configure corporate login (single sign-on)

Step 2 of the wizard: OIDC single sign-on configuration
SSO can wait

For a Self-Hosted Data Plane install, configure SSO here or defer it until after the data plane and gateway are running. Developers need SSO before using the Console, so complete it before developer handoff. See the SSO configuration guide.

warning

Agent Router supports OIDC only. SAML, LDAP, and other protocols are not supported.

If configuring SSO now, the wizard displays the OIDC redirect URI for the deployment, following the pattern:

https://dashboard.<your-mp-host>/login

Register Agent Router as an OIDC application in the IdP using that exact URI, then fill in:

FieldRequiredDescriptionSample value
Issuer (IdP URL)YesOIDC issuer URL exposed by the IdPhttps://login.example.com/
Client IDYesOAuth client ID created for Agent Routeragent-router
Client SecretYesOAuth client secret paired with the Client ID••••••••
Discovery URLNoOIDC discovery document URL. If omitted, Agent Router constructs it as <Issuer URL>/.well-known/openid-configuration.https://login.example.com/.well-known/openid-configuration
ScopesYesOAuth scopes to requestopenid profile email
Admin emailYesAt least one user granted admin rights after the first SSO login[email protected]
Attribute mappingYesMaps an IdP claim to the Agent Router user's email. The typical value is email.email

Step 3: configure LLM provider(s)

Connect Agent Router to one or more LLM providers. At least one provider is required to route traffic.

Step 3 of the wizard: provider selection radio buttons

The wizard shows a radio button for each supported provider, including OpenAI, Anthropic, Google, Azure OpenAI, Mistral, Cohere, Together, and Perplexity. See Provisioning models and providers for the authoritative list. Select a provider, click Configure, then fill in:

FieldRequiredDescriptionSample value
Display NameNoOptional label shown in tables and filtersOpenAI
API Base URLYesBase URL for the provider API. Pre-filled for supported providers.https://api.openai.com/v1
Auth methodYesAuthentication method. Pre-filled per provider.API Key
Secret TypeYesPassword for single-string API keys; Service Account JSON for providers that authenticate with a JSON credential file.Password
Provider SecretYesAPI key, token, or service-account JSON. Use Rotate in the UI to replace a stored secret without clearing the rest of the form.sk-proj-...
Enable providerYesToggle on to expose the provider with this configuration.toggle

Repeat for each provider to expose.

Step 4: configure LLM models

The wizard shows a single list of all models Agent Router supports, maintained by Tetrate. By default, a selective set of common models is enabled. Deselect models to control cost, meet data-handling requirements, or scope to the intended use case. Models remain configurable later from the Admin Dashboard. If a required model is missing, contact Tetrate support.

note

Custom model entries are not configurable in onboarding.

Step 5: Configure AI gateway

This final step generates the credentials the data plane uses to authenticate to the management plane.

Click Create Service Account. A service-account.json file downloads. The credential is valid immediately and can be used to run tare install as soon as it lands.

warning

The download is one-shot. If the browser blocks it or the file is lost, the same credential cannot be downloaded again; regenerate it instead (see below).

warning

Treat service-account.json as a long-lived secret. Store it in a secret manager; do not commit it to source control.

Regenerate the service account file

If the file is lost, regenerate it from the Admin Dashboard:

  1. Sign in to the Admin Dashboard.
  2. Go to System | Settings.
  3. Open the Licenses tab.
  4. Click + Generate New License.

A new service-account.json file downloads. Older files remain valid until revoked.

Complete the process

Click Complete setup to finish onboarding.

The wizard completion screen with the Complete setup button