2. Install WorkFlow
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XMPro WorkFlow
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The following deployment diagram shows an example on-premise architecture and the necessary resources for the XMPro WorkFlow in Microsoft Windows.
Start the installation process by downloading the executable installer file (called XMWorkFlowWeb.exe). Read through and accept the Microsoft license agreement when asked. Please note that an installer that would enable you to install the database and Web application will be installed first. When this installation is complete, you will be able to locate the WorkFlow installer from your Start menu, which will allow you to install one or more instances of the WorkFlow Web application and its database.
The installation process will proceed as follows:
Install the WorkFlow installer
Install an instance of the WorkFlow Web Application and Database
After accepting the Microsoft license agreement, you should see the welcome screen. Click Next.
Carefully read through the license agreement and select the I Agree option. Please note that you will not be allowed to continue with the installation unless you agree to this license agreement. If you have any questions or if there is something you don’t understand, don’t hesitate to contact us.
Click Next.
Select the folder where WorkFlow should be installed. If needed, you can click on the Disk Cost button to see how much space is available and how much space you will need for the installation. Lastly, choose who this installation should be available for once complete. Should it be available for everyone that uses the machine you’re installing the software on or just for you?
Click Next and confirm the installation.
Click Next to confirm the installation.
When the installation is complete, click Close.
To start the installation process for the WorkFlow Web application and database, select “XMPro WorkFlow” in your start menu.
You will be presented with a welcome screen as soon as the installer opens. On this screen of the wizard, choose “Install a new WorkFlow Site” and click Next.
The Installation Details form requires you to check installation details mainly focused on how the Web application will be installed in IIS.
Company
Enter the name of your company in the Company Name field.
Application Pool
Next to the Application Pool Name field, click on Change. Choose which application pool the application should use. You can either create a new application or select Use an existing Application Pool and select an existing application pool from the drop-down.
Next to the Security Account field, click on Change. Choose which security account you would like to use. The following options are available:
Network Service
Local System
Local Service
Alternatively, specify your own security account by selecting Specify your own Security Account and filling in your username and password.
Virtual Directory
In the Virtual Directory section, verify that all the values are correct for each of the fields using the table below.
Property
Description
Web Site
The Web site referred to here is the site you would like to use in IIS, for example Default Web Site (automatically selected in the screenshot below this table; this is the first Web site generally created for standard Windows machines on which IIS is available).
Virtual Directory Name
This is the name of the directory in IIS of the Web application that is being installed.
DNS Host Name
The DNS host name is the name of the host on which the Web application is being installed. The Web application will normally be installed to run under HTTP. If you would like to change this, select HTTPS from the drop-down next to the DNS Host Name label.
Content Directory
The content directory is the directory in which the content of the Web application will be stored. Click on the ellipse button next to the field to change the directory.
Create a Sub-Directory
Checking this box will cause the installer to create a sub-directory within the content directory.
Installation Path
The installation path is the full path of where the Web application will be created. This path is the content directory and the sub-directory combined.
The Database Details form mainly focuses on capturing the details required to be able to connect to an existing SQL Server WorkFlow database or create a new one that can be used for the Web application that is to be installed.
Database Server
In the Database Server Name field, fill in the name of the server on which either an existing WorkFlow that can be used can be found or where a new WorkFlow database can be created. Clicking on Reload will load all available servers, enabling you to choose a server from the drop-down.
Authentication Method
Either Windows or SQL Authentication can be used to connect to an WorkFlow database. Windows Authentication will, by default, is selected. To change the authentication method, click on Change. Next, fill in your SQL username and password and click OK.
Database Details
The default values filled in in this section will cause the installer to attempt to create a new database on the selected server. If you would like to use an existing database, click on Change. Next, click on Connect to an existing database and choose the name of the database to which you would like to connect from the drop-down. If you would like to make a back-up of your database in case something happens or if you think you might need it later, select Backup my existing database and specify the Backup path.
On the Administrator Configuration form you are required to provide details for an administrative user. Fill in your first and last name and specify the name and group of the first role. Next, note that three authentication options are presented to you as a way of logging into the Web application:
Windows Authentication
This will allow you to use Windows Authentication for authentication.
Custom Authentication
Choose your own username and password here. Use this username and password to log into WorkFlow once it is successfully installed.
Fill in your licensing details. Click Next.
Specify which language should be used in the site. Two options are available:
CSharp
VBNet
Enter your Web service proxy details. Details for Proxy Host can be left blank and for Proxy Port kept to the default "8080".
Click Next.
Lastly, verify that all the details that you have specified are correct. If you’re satisfied, click Next.
Once the installation is complete, you will be notified. You will be able to access the WorkFlow site by opening it from IIS or adding the URL into your browser. What the URL is will depend on the site details you’ve specified, for example, if the site was installed using HTTPS, the DNS host name was “mysampleserver.com” and the virtual directory name was “workflow“, the URL will be “https://mysampleserver.com/workflow/“.
Check Hardware and Software requirements relating to the WorkFlow Designer first.
Check to make sure there is enough free disk space on your hard disk to meet the system requirements.
The following section includes procedures to install the WorkFlow Designer.
Download and double-click the XMWorkFlowDesigner.exe to start the installation process. The Installation Wizard displays.
Click Next. The End User License Agreement is displayed.
Click I Agree or I Do Not Agree to the License Agreement.
Click Next. The Installation Wizard displays the default directory in which the software will be installed.
Change the directory if required by clicking on Browse and providing the required directory.
Click the Everyone or Just Me Radio Button and click Next. A message will be displayed that the Installer is now ready to install the software.
Confirm the installation by clicking Next.
Installation Complete is displayed once the installation is completed. Click Close.
Start the installation process by downloading the executable installer file (called XMWorkFlowMonitor.exe). When this installation is complete, you will be able to locate the WorkFlow Monitor installer from your Start menu, which will allow you to install a WorkFlow Monitor instance.
Click the XMWorkFlowMonitor.exe, this opens the WorkFlow Monitor Setup Wizard.
In the Welcome window of the WorkFlow Monitor Setup Wizard, click Next.
Read through the License Agreement, select 'I Agree' and click Next.
Specify the installation folder. Select 'Everyone' or 'Just me' to Install XMPro WorkFlow Monitor for yourself, or for anyone who uses this computer. Click Next.
Click Next to confirm Installation.
Click Close once installation is completed.
Access the WorkFlow Monitor installer from your computer's application.
Setup WorkFlow Monitor via the wizard. Click Next to continue.
Select Install WorkFlow Monitor, click Next.
Enter the Installation Details. Click Next.
NOTES:
The Authentication Server URL is the WorkFlow URL. To confirm the valid WorkFlow site, click Verify prior to clicking Next to proceed with the installation.
Uncheck Authentication Server Uses Windows Authentication if you do not intend to access server via Windows Authentication.
If the WorkFlow is not active (i.e. License is expired), the WorkFlow Monitor installation will fail.
Specify the Database details and click Next.
NOTES:
Change the Authentication Method to Use SQL Authentication if you are not using Windows Authentication.
Enter details in the SQL Authentication Settings window.
Specify the Web Application details and click Next.
Confirm Installation and click Next to proceed.
Click Finish to complete the installation wizard.
To verify that WorkFlow Monitor is installed correctly, check that:
Web UI is created
Database is created
Start the WorkFlow Monitor service before login into the Web UI. You can change the Service Startup Type to Automatic rather than Manual.
If the WorkFlow Monitor is not started, it will give the error message when trying to login into the WorkFlow Monitor Web UI.
If WorkFlow Monitor is installed correctly, the following Web UI will be displayed.
