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Preinstallation Checklist for the Workflow Engine

Workflow is a tool that automates business processes by putting together a set of tasks in a specific order. For more information, see Workflow: Overview.

Use the preinstallation checklist to prepare the computer where the Workflow Engine will be installed and to gather all of the information you will need during the installation.

  • Verify System Requirements

    Verify that the computer where you will install the Workflow Engine satisfies the minimum requirements specified in System Requirements.

  • Verify License Requirements

    The Workflow Engine does not require a license.
  • Determine the Installation Location

    Based on your environment, install the Workflow Engine on an appropriate computer with the following considerations in mind:

    • The Workflow computer must have direct connectivity to the CommServe computer because it requires access to the database. There should be no firewall configured between the Workflow and CommServe computers.
    • By default, the Workflow Engine is installed as part of the CommServe installation. However, if you plan to offload workflow processes from the CommServe computer, you can install additional Workflow engines on other computers.
    • For installations in a clustered environment, you must install the Workflow Engine on the active node first, and then on the passive nodes.
  • Gather Installation Data

    Refer to the items in this section to gather the information that you will need during the installation. Record the information before you begin installing the software, so you can refer to it during the installation.

    You can install the Workflow Engine by using the installation package that was created by the Download Manager.

    If you plan to install the Workflow Engine on a computer that has other server components installed, only the following information is required:

    • SnapProtect package to install
    • Destination folder for the Workflow database

    SnapProtect package to Install
    Install the Workflow Engine package, which is listed under the Server category.

    If the File System Agent is not installed on the computer, the File System Core and File System packages are automatically installed with the package you selected. The File System Agent will not consume any license.

    To gather the required information for the File System Agent, refer to the Gather Installation Data section in the Preinstallation Checklist for the Windows File System Agent.

    Client computer details
    If the File System Agent, or another package, is already installed on the computer, you are not required to gather all the computer details again.

    The installation program reads the details from the previous installation.

    Destination folder for the Database Engine
    The database engine is the Microsoft SQL Server software. By default, the software binaries are installed in C:\Program Files\Microsoft SQL Server.

    You can change the destination folder, but it cannot be on a mapped network drive.

    Destination folder for the Workflow database
    By default, the database files are installed in C:\Program Files\##_DOC_OEM_INSTALL_DESTINATION_COMPANY_FOLDER_##\SnapProtect. The drive must have at least 1 GB of free space.

    You can change the destination folder, but the folder cannot reside on the following types of drives:

    • Mapped network drive
    • FAT drive (as it does not allow temporary sparse files to be generated when creating the database snapshot, which is required for data verification)
    • Compressed drive