Workflow Deployment - Install the Workflow Engine on a Separate Computer

By default, the Workflow Engine is automatically installed along with the CommServe software. You can install additional Workflow Engines on separate computers. This is useful if you want to:

  • Offload any Workflow process from the CommServe computer.
  • Setup user permissions to run Workflows on specific computers other than the CommServe computer.

Note: Standalone installations of the Workflow Engine in a clustered environment are not supported. To configure the Workflow Engine in a clustered environment, it must be installed as part of a CommServe cluster installation. For more information, see Install the CommServe Software in a Clustered Environment.

Before You Begin

  • Ensure that this computer has direct connectivity to the CommServe computer as it requires access to the database. There should be no firewall configured between this computer and the CommServe computer.
  • Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements.

Procedure

Use the following steps to install the engine on a computer that connects to the CommServe:

  1. Log on to the client computer as an Administrator or as a member of the Administrator group on that computer.
  2. Run SetupAll.exe from the installation package that was created using the Download Manager.
  3. Click I accept the terms in the license agreement.

    Click Next.

  4. Click Custom.

    Click Next.

  5. Click Select components to install on this computer and click Next.

  6. Expand Server Modules and select Workflow.
  7. Click Next.
  8. Verify the default location for software installation.

    Click Next.

    If necessary, click Browse... to change the default location.

    • Do not install the software to a mapped network drive
    • Do not use the following characters when specifying the destination path: / : * ? " < > | #
    • It is recommended that you use alphanumeric characters only
  9. Click Install.

    The Summary on your screen should reflect the components you selected for install, and may look different from the example shown.

  10. Click Yes.

  11. Click Next.

  12. Enter the SQL Server System Administrator password.

    Click Next.

    • This is the password for the Administrator's account created by the SQL Server during installation. Note down this password because you will need it to log on to the SQL Server.
    • Make sure that you include special characters and numbers to create a strong password.

  13. Verify the default Installation Path for the Database Engine.

    Click Browse... to change the default location.

    Click Next.

    • This is the location where you want to set up the Microsoft SQL Server System databases.
    • The install program installs the SQL database instance.

  14. Verify the installation path for the Microsoft SQL Server.

    Click Browse to change the default location, and then click Next.

    This step might take several minutes to complete.

  15. Select one of the following:

    • If firewall configuration is not required, click Next.
    • If this computer and the CommServe is separated by a firewall, click Configure firewall services.

    For firewall options and configuration instructions, see Firewall Configuration and continue with the installation.

  16. Enter the fully qualified domain name of the CommServe in the CommServe Host Name box.
    • Do not use space and the following characters when specifying the CommServe Host Name:

      \|`~!@#$%^&*()+=<>/?,[]{}:;'"

    Click Next.

  17. Enter the following:
    • The local (NetBIOS) name of the client computer is displayed in the Select a Client name list.

      If necessary you can also type a new (friendly) name for the client in this box. This name will be used in the CommCell and will also be displayed in the CommCell Console.

      Do not use spaces when specifying a new name for the client.

    • The default network interface name of the client computer is displayed if the computer has only one network interface (NIC card).

      If the computer has multiple network interfaces, select the interface name that is preferred for communication with the CommServe.

    Click Next.

    If a component is already installed on this computer, this screen will not be displayed; instead, the install program will use the same name as previously specified.

  18. Select one of the following options:

    • If you do not want to disable Windows Firewall, click Next.
    • If you want to disable Windows Firewall for all profiles, click Yes, disable Windows Firewall for all profiles and then click Next.
  19. Enter the user name and password of CommCell user that has Administrative capabilities.

    This step authenticates the credentials of the CommCell user and verifies the administrative capabilities to proceed with the installation.

  20. Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List.

    Click Next.

    This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list.

    It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time.

  21. Select one of the following:
    • Click Use Cell level Policy to inherit the global filter policy configuration set for the CommCell.
    • Click Always use Global Filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell.
    • Select Do not use Global Filters if you plan to define specific filters for the Agent.

    Click Next.

  22. Select a subclient policy or a storage policy as applicable. Click Next.
  23. Verify the path to the SQL Server database files.

    Click Browse to change the default location.

    Click Next.

    • Ensure that the drive has at least 1GB of free space.
    • Do not specify a mapped network drive or a FAT drive.
    • Do not save the database files to a compressed drive.

  24. Click Finish.

    This screen will reflect the components you selected for install, and may look different from the example shown.