Workflow has a single installer. Although you must install Workflow Server, installing other pieces of Workflow is optional. During installation you can select which pieces you want to install on the local computer.
Run the Workflow Setup file from the Workflow Installer.
If you have not yet downloaded the Workflow Installer, you can download it through the Symantec Management Console under Manage > Workflows or from the Symantec FileConnect site.
On the Server Roles page, click the pieces of Symantec Workflow that you want to install on the local computer, and then click Next.
If you want to install only Process Manager, select only that piece. Note that the options that you select, affect the installation steps on the left. The more options you select on the right, the more steps you have on the left.
If you want to install the Process Manager Database and the Process Manager Portal on the same computer, select both of them and click Next. You should always click Process Manager Portal Core if you install Process Manager.
You should always click Workflow Server and background processing unless you have a specific reason for not doing so.
When you click Show Advanced Settings During Installation, you can edit the default installation location, database replication, advanced cube reporting, system accounts access (ASPNET, Network Service), and ORM settings.
On the Server Configuration page, select which Website and base URL you want Process Manager to use.
Base URL refers to a resolvable URL to access the Workflow Server. If you install on a design-only computer (not a publishing server), the base URL can be the local computer name or IP address. If you install on a publishing server with an externally accessible URL, use that URL.
On the SMP Server Credentials page, configure Symantec Management Platform server options.
Contact your network administrator if you need help.
On the Database Connection page, configure a connection to a Process Manager database.
On the Database Configuration page, configure whether you install a new database or update an existing database.
On the Database Replication page, configure a replication database.
On the Advanced Cube Reporting page, install and configure cube reporting.
On the System Accounts Access page, configure which system accounts can access the Process Manager database.
On the Process Manager Configuration page, configure the virtual directory for Process Manager and the other settings.
On the Process Manager Authentication page, configure the ID and password for the administrator user and the type of authentication.
If you change the Administrator password in Process Manager, you must also update the password manually in Local Machine Info on all computers that point to the Process Manager.
If you choose Active Directory authentication, click Add to add an Active Directory server.
In the Active Directory Server dialog box, specify the following settings for an Active Directory server:
AD Server Domain
Lets you specify the name of the domain or the AD host computer name.
Email Domain Name
Lets you specify the email address for the AD domain.
Auto Create Users on Initial Login
Lets you sync Process Manager with Active Directory while Process Manager is installed. Symantec recommends that you use this option.
Default User Groups
Lets you check that the All Users group sets the Active Directory All Users group to sync with the Process Manager All Users group. Symantec recommends that you use this configuration.
After you configure the Active Directory server, click OK.
The wizard pauses for a moment to attempt to connect with Active Directory. If the connection fails, a dialog box opens with a failure message. If the connection succeeds, the wizard returns to the Process Manager authentication screen.
On the Workflow Persistence page, click a persistence option.
If you currently run the earlier version of Workflow, make sure that you use the same persistence settings.
If you install Symantec Workflow with different persistence settings than in your currently running earlier version, all current tasks become non-functional.