Table: Information to collect for your Workflow installation
Corresponding information from your environment
Symantec Management Platform computer name
The IP address, fully qualified domain name, or common name of the computer on which the Symantec Management Platform is installed.
You can use Workflow without a connection to an instance of the Symantec Management Platform. However, if you want to use power of Workflow Enterprise Management to manage your Workflow environments and the Workflow Repository to manage your workflow projects, you must configure a connection to a Symantec Management Platform computer.
Symantec Management Platform domain name
The domain name of the computer on which the Symantec Management Platform is installed.
Symantec Management Platform computer credentials
The user name and password with which the Workflow computer can access the Symantec Management Platform computer.
Base URL of the Workflow computer
The IP address and the fully qualified domain name of the Workflow computer.
Should be the address that users use to access the Process Manager portal.
If you plan to use SSL/HTTPS encryption to install Workflow, the Base URL value must match the Issued To name on the SSL certificate.
Data source for the Process Manager database
The IP address or the domain name of the computer on which to install the Process Manager database.
It must reside on the SQL server.
Process Manager administrator
The user name and password of the administrator who can access the Process Manager portal.
You must use an email account format for the user name. For example:
Symantec recommends that you use a native account so that the account does not rely on any external systems. This account is created during installation so that it is available for the administrator who first logs on to Process Manager.
If you use an Active Directory account, this account uses the password that you provide during installation until that account synchronizes with Active Directory. After installation, it uses the accounts Active Directory password. The Workflow computer must be able to access the Active Directory server to complete the Process Manager authentication after synchronization.
Installation account and its connection authentication method
Workflow requires an installation account to connect to the target SQL instance during installation only.
The connection authentication method determines the type of installation account that is needed.
The options are as follows:
Windows Integrated Security authentication
Use a domain account with the sysadmin server role on the target SQL instance.
You must log in to Windows with this account when performing your Workflow installation.
MS SQL Server Security authentication
Use an SQL account with the sysadmin server role for the target SQL instance.
If you plan to use this authentication method, the target database server must be configured to support SQL authentication.
(Optional) Dedicated service account
Preferably, you should use a service account that does not change its password. You can also use a service account that includes a password change process that includes updating the Workflow connection as part of the password change.
Workflow selects the IIS Application Pool accounts and the NETWORK SERVICE account to be your Process Manager's run-time accounts by default. However, Symantec recommends that you use a dedicated service account to be the Process Manager's run-time account.
This dedicated account must be set up in the target SQL instance. This account is added to the db_owner role on the Process Manager database during installation.
Imported Document ID: HOWTO98766
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