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docs: Recording on Windows, RDP and Citrix - #529

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Oct 17, 2026
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@abrichr abrichr commented Oct 17, 2026

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Adds docs/RECORDING_ON_WINDOWS_RDP_CITRIX.md, a plain-words page on how a person or an agent shows a task in a native Windows app or over RDP or Citrix:

  • what the Windows agent server is and why it's needed when Flow and the agent run on another computer, such as a Mac
  • how to start it in the signed-in desktop session, and how to check the session with /health
  • the OAFLOW_AGENT_TOKEN token
  • connecting from another computer: an SSH tunnel to the loopback server, or direct HTTPS (Flow refuses plain http:// off loopback)
  • the RDP and Citrix pixel path (--remote-window, --remote-window-title, --citrix)
  • --authoring-screens off|scrubbed|unscrubbed, off by default
  • per-step actor and demonstrated_by, and a person accepting the recording
  • ChatGPT and Claude.ai sessions through Desktop still guide a person on these surfaces

Links it from the README docs list, docs/SURFACES.md, docs/desktop/RECORDING.md (which also stops saying a workflow is recorded once), and the win_agent README.

The page says only mock and stand-in tests cover these recording paths so far. Docs only. Goes with #527.

Local checks: scripts/check_consistency.py, scripts/validate_claims.py --check --structure-only, and tests/test_consistency.py tests/test_repo_tree_guard.py tests/test_validate_claims.py tests/test_phi_governance.py tests/test_oracle_vocabulary.py tests/test_cli_tutorial_next_steps.py pass.

Explain the Windows agent server, why it's needed when the agent runs on
another computer, how to start it, the token, and the RDP/Citrix pixel
path. Point the desktop recording, surfaces, and win_agent docs at it.

Signed-off-by: Richard Abrich <richard.abrich@mldsai.com>
Signed-off-by: Richard Abrich <richard.abrich@mldsai.com>
@abrichr
abrichr enabled auto-merge (squash) October 17, 2026 03:59
@abrichr
abrichr merged commit 9385fd0 into main Oct 17, 2026
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abrichr deleted the docs/recording-windows-rdp-citrix branch October 17, 2026 04:00
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