Simple Two-Box Workflow Solution Installation

Products

• Client Management Suite
• IT Management Suite

Issue/Introduction

How to do a simple two-box installation of the Workflow Solution

Environment

Two Windows Servers

The support matrix provides an overview of the primary Workflow components and their supported operating systems. It displays the versions of the operating systems that are supported and the versions that are not supported in Workflow Solution.

 

Workflow Support Matrix

Resolution

Please review Preparing for your Workflow Installation so that you will know what to do before installing the Workflow Solution.

For details regarding any of the steps below, please see Installing WorkFlow.

Steps to complete a simple two-box installation of the Workflow Solution.

1. Read and Accept the License Agreement. Click Accept.

2. On the Maintenance page, click the "New Install" icon (yellow) and check the "Show Advanced Settings During Installation Box" (orange).

Click Next

3. On the Server Roles page, click the options you want. You must select the first two options. For this article, we selected all the options.

Click Next

4. On the IIS Restart Confirmation page, Click Next

5. On this Installation Location page, you can choose the default location or you can specify a location (yellow).

Click Next

6. On the Server Configuration page, choose your configuration options.

Click Next

7. On the Workflow Designer Task page accept the defaults and click Next.

8. On the SMP Server Credentials page:

• Specify the FQDN of your SMP (Notification) Server (yellow)
• Specify the username and password for the Workflow server to interact with the SMP (orange)
• If you have enabled HTTPS on your SMP, check the "Use HTTPS box. Verify that the connection works by clicking the "Test" button. (blue)

If the connection test above works, click Next.

9. On the Database Connection page, enter the FQDN of the SQL server, choose the method to Connect, and then Test the connection.

Click Next

10. On the Database Configuration page, review the information and click Next.

11. On the System Account Access, specify which accounts on your system will be granted access to the database.

Click Next

12. On the Process Manager Configuration page, accept the defaults and click Next.

13. On the Process Manager Authentication specify the username (default is [email protected]) and type the password of your choice.

Click Next

14. On the Workflow Persistence page, accept the defaults and click Next.

15. Accept the defaults on the SymQ ORM page, select the defaults and click Next.

16. The System Check will now run. If the system check passes you will see the following:

If the System Check fails, the page will indicate why.