Installing and Upgrading Workflow Components

Prerequisites

Workflow is installed using the Laserfiche Installer. For instructions Laserfiche on installing the Laserfiche Installer, please reference Installing the Laserfiche Installer.

Installing Only Workflow Designer

1. Launch the Laserfiche Installer.
2. Ensure installation code is specified. See Installing the Laserfiche Installer.
3. Select the checkbox for Workflow Designer.
4. Click Install.
5. Read the terms of the End-User License Agreement. If you agree, select Accept to continue the installation.
6. If prompted by User Account Control, select Yes to run the installer with elevated privileges.
7. The selected applications will download and install.
8. A green check will appear next to installed items and a red X will appear next to items that have not been installed.
   
   Important: If prompted with 'You must restart your computer, or some applications may not work properly' dialog prompt, please restart your computer.

Installing Only Workflow Server

1. Launch the Laserfiche Installer.
2. Ensure installation code is specified. See Installing the Laserfiche Installer.
3. Select the checkbox for Workflow Server.
4. Click Install.
5. Read the terms of the End-User License Agreement. If you agree, select Accept to continue the installation.
6. If prompted by User Account Control, select Yes to run the installer with elevated privileges.
7. If prerequisites are not installed, you'll be prompted to install them. Click Install prerequisites.
8. The selected applications will download and install.
9. A green check will appear next to installed items and a red X will appear next to items that have not been installed.
10. (Optional) If prompted, use the Workflow Configuration Manager to configure you Workflow settings.
    
    Important: If prompted with 'You must restart your computer, or some applications may not work properly' dialog prompt, please restart your computer.

11. At the end of the installation, the Workflow Configuration Manager is launched (where you can configure the Workflow Server, Subscriber, Monitored Repositories, Email Servers, Trustee Directories, and the Workflow Web Service).

12. Click Finish.

Installing Workflow Designer and Workflow Server

1. Launch the Laserfiche Installer.
2. Ensure installation code is specified. See Installing the Laserfiche Installer.
3. Select the checkboxes for Workflow Designer and Workflow Server.
4. Click Install.
5. Read the terms of the End-User License Agreement. If you agree, select Accept to continue the installation.
6. If prompted by User Account Control, select Yes to run the installer with elevated privileges.
7. If prerequisites are not installed, you'll be prompted to install them. Click Install prerequisites.
8. The selected applications will download and install.
9. A green check will appear next to installed items and a red X will appear next to items that have not been installed.
10. (Optional) If prompted, use the Workflow Configuration Manager to configure you Workflow settings.
    
    Important: If prompted with 'You must restart your computer, or some applications may not work properly' dialog prompt, please restart your computer.

11. At the end of the installation, the Workflow Configuration Manager is launched (where you can configure the Workflow Server, Subscriber, Monitored Repositories, Email Servers, Trustee Directories, and the Workflow Web Service).

12. Click Finish.

Upgrading Workflow with the Laserfiche Installer

Upgrading Only Workflow Designer

1. Launch the Laserfiche Installer.
2. Ensure installation code is specified. See Installing the Laserfiche Installer.
3. Select the checkbox for Workflow Designer.
4. Click Install.
5. Read the terms of the End-User License Agreement. If you agree, select Accept to continue the installation.
6. If prompted by User Account Control, select Yes to run the installer with elevated privileges.
7. The selected applications will download and install.
8. A green check will appear next to installed items and a red X will appear next to items that have not been installed.
   
   Important: If prompted with 'You must restart your computer, or some applications may not work properly' dialog prompt, please restart your computer.

Upgrading Only Workflow Server

Before Upgrading Workflow Server

Record the following settings before upgrading Workflow Server for post-upgrade reconfiguration. These settings will be lost during the upgrade process.

Workflow Server Login

1. Launch Workflow Configuration Manager
2. Click Configured for Workflow Server.
3. Click Next to go to the 'Workflow Server Login' wizard.
4. Record the information on the wizard, then click Cancel to close the dialog. The information will be used after upgrade

Workflow Subscriber Login

1. Launch Workflow Configuration Manager
2. Click Configured for Workflow Subscriber.
3. Click Next to go to the 'Workflow Subscriber Login' wizard.
4. Record the information on the wizard, then click Cancel to close the dialog. The information will be used after upgrade

IIS WorkflowWebServicesAppPool Account

1. Go to IIS.
2. Record the account information for WorkflowWebServicesAppPool. The information will be used after upgrade

Upgrading Workflow Server

1. Launch the Laserfiche Installer.
2. Ensure installation code is specified. See Installing the Laserfiche Installer.
3. Select the checkbox for Workflow Server.
4. Click Install.
5. Read the terms of the End-User License Agreement. If you agree, select Accept to continue the installation.
6. If prompted by User Account Control, select Yes to run the installer with elevated privileges.
7. If prerequisites are not installed, you'll be prompted to install them. Click Install prerequisites.
8. The selected applications will download and install.
9. A green check will appear next to installed items and a red X will appear next to items that have not been installed.
10. (Optional) If prompted, use the Workflow Configuration Manager to configure you Workflow settings.
    
    Important: If prompted with 'You must restart your computer, or some applications may not work properly' dialog prompt, please restart your computer.

11. At the end of the installation, the Workflow Configuration Manager is launched (where you can configure the Workflow Server, Subscriber, Monitored Repositories, Email Servers, Trustee Directories, and the Workflow Web Service).

12. Click Finish.

After Upgrading Workflow Server

1. After the Workflow Server upgrade is complete, use the information recorded before the upgrade to configure Workflow Server Login and Workflow Server Subscriber Login using the Workflow Configuration Manager.
2. To Test the Workflow Web Services, click Configured for Workflow Web Service in the Workflow Configuration Manager, then click Test.
   1. If the test fails:
      1. Go to IIS > Default Web Site > Click bindings > edit for HTTPS binding > ensure the SSL certificate is selected.
      2. Then go to IIS > Default Web Site > Workflow and use the same account for WorkflowWebServicesAppPool.

Upgrading Workflow Designer and Workflow Server

Before Upgrading Workflow Server

Record the following settings before upgrading Workflow Server for post-upgrade reconfiguration. These settings will be lost during the upgrade process.

Workflow Server Login

1. Launch Workflow Configuration Manager
2. Click Configured for Workflow Server.
3. Click Next to go to the 'Workflow Server Login' wizard.
4. Record the information on the wizard, then click Cancel to close the dialog. The information will be used after upgrade

Workflow Subscriber Login

1. Launch Workflow Configuration Manager
2. Click Configured for Workflow Subscriber.
3. Click Next to go to the 'Workflow Subscriber Login' wizard.
4. Record the information on the wizard, then click Cancel to close the dialog. The information will be used after upgrade

IIS WorkflowWebServicesAppPool Account

1. Go to IIS.
2. Record the account information for WorkflowWebServicesAppPool. The information will be used after upgrade

Upgrading Workflow Server and Designer

1. Launch the Laserfiche Installer.
2. Ensure installation code is specified. See Installing the Laserfiche Installer.
3. Select the checkboxes for Workflow Designer and Workflow Server.
4. Click Install.
5. Read the terms of the End-User License Agreement. If you agree, select Accept to continue the installation.
6. If prompted by User Account Control, select Yes to run the installer with elevated privileges.
7. If prerequisites are not installed, you'll be prompted to install them. Click Install prerequisites.
8. The selected applications will download and install.
9. A green check will appear next to installed items and a red X will appear next to items that have not been installed.
10. (Optional) If prompted, use the Workflow Configuration Manager to configure you Workflow settings.
    
    Important: If prompted with 'You must restart your computer, or some applications may not work properly' dialog prompt, please restart your computer.

11. At the end of the installation, the Workflow Configuration Manager is launched (where you can configure the Workflow Server, Subscriber, Monitored Repositories, Email Servers, Trustee Directories, and the Workflow Web Service).

12. Click Finish.

After Upgrading Workflow Server

1. When prompted, use Workflow Configuration Manager to configure the recorded settings from Before Upgrading Workflow Server for 'Workflow Server Login' wizard and 'Workflow Subscriber Login.'
2. After configuring Workflow Server and Workflow Subscriber, click Configured for Workflow Web Service, and click Test for the Workflow Web Services.
3. If testing does not work with https, go to IIS > Default Web Site, click Bindings, edit for https binding, and ensure SSL certificate selected.
4. Go to IIS > Default Web Site > Workflow and use the same account for WorkflowWebServicesAppPool.

Other Laserfiche Installer Functions

Download

Workflow Server and Workflow Designer can be downloaded for using the Laserfiche Installer.

1. Launch the Laserfiche Installer.
2. Select the checkbox(es) for the items you wish to download.
3. Click the drop-down arrow next to Install button.
   
   
4. Select Download only.
   
   
5. If prompted by User Account Control, select Yes to run the installer with elevated privileges.
6. Browse to the folder where the download will be saved and click OK.
7. The selected items will download.
8. A green check will appear next to installed items and a red X will appear next to items that have not been downloaded.

Repair

Workflow Server and Workflow Designer installations can be repaired for using the Laserfiche Installer.

1. Launch the Laserfiche Installer.
2. Select the checkbox(es) for the items you wish to repair.
3. Click the drop-down arrow next to Install button.
   
   
   
   
4. Select Repair.
   
   
5. If prompted by User Account Control, select Yes to run the installer with elevated privileges.
6. The selected items will be repaired.
7. A green check will appear next to installed items and a red X will appear next to items that have not been downloaded.

Uninstall

To uninstall Workflow components, please see Uninstalling and Cleaning Up Workflow Components.