Symantec Altiris Workflow 7.0, Configuration Manual

Page 1: ...Altiris Workflow from Symantec Installation and Configuration Guide Version 7 0 ...

Page 2: ...f this document may be reproduced in any form by any means without prior written authorization of Symantec Corporation and its licensors if any THEDOCUMENTATIONISPROVIDED ASIS ANDALLEXPRESSORIMPLIEDCONDITIONS REPRESENTATIONS AND WARRANTIES INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE OR NON INFRINGEMENT ARE DISCLAIMED EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS...

Page 3: ...Symantec Corporation 350 Ellis Street Mountain View CA 94043 http www symantec com ...

Page 4: ...hat provides rapid response and up to the minute information Upgrade assurance that delivers automatic software upgrade protection Global support that is available 24 hours a day 7 days a week Advanced features including Account Management Services For information about Symantec s Maintenance Programs you can visit our Web site at the following URL www symantec com techsupp Contacting Technical Su...

Page 5: ...e Customer service information is available at the following URL www symantec com techsupp Customer Service is available to assist with the following types of issues Questions regarding product licensing or serialization Product registration updates such as address or name changes General product information features language availability local dealers Latest information about product updates and ...

Page 6: ...and countermeasures to prevent attacks before they occur Symantec Early Warning Solutions These services remove the burden of managing and monitoring security devices and events ensuring rapid response to real threats Managed Security Services Symantec Consulting Services provide on site technical expertise from Symantec and its trusted partners Symantec Consulting Services offer a variety of prep...

Page 7: ...stalling Workflow Solution through Symantec Installation Manager 21 Downloading the Workflow installer through the Symantec Management Console 22 Possible installation configurations 23 Installing with separate background processing 24 Installing Workflow Server 27 Installing Workflow Designer 29 Installing Process Manager 31 Configuring Workflow 7 0 34 Migrating links from Notification Server 6 5...

Page 8: ...Contents 8 ...

Page 9: ...ow 7 0 provides the Workflow 7 0 capability of advanced logic and workflow to Symantec Management Console and the Symantec solutions For more information on Workflow 7 0 see the Workflow 7 0 User s Guide See Where to get more information about Symantec Workflow 7 0 on page 12 Workflow 7 0 is not a single piece of software It has five main pieces Workflow Solution Workflow Designer Workflow Server ...

Page 10: ...ependent on Workflow Server to be able to publish workflows For more information about Workflow Designer see the Workflow 7 0 User s Guide Workflow Designer Workflow Server runs and manages published workflow projects It should be installed on any computer to which you want to publish a designated server or your local computer It is installed automatically when you install Workflow 7 0 Typically y...

Page 11: ... of pieces that can be installed on the same or different computers If you install all of them on one computer that computer must meet all the prerequisites listed in the table below If you install only one piece listed below the host computer must meet the prerequisites for that piece Table 1 2 Workflow prerequisites Prerequisites Workflow piece Here are the prerequisites for Workflow Solution Sy...

Page 12: ...ating system compatibility Workflow 7 0 is compatible with several operating systems Although you can run Workflow Designer Server Process Manager and Solution on many operating systems run them only on the operating systems listed below in a production environment Table 1 3 Operating system compatibility Solution Process Manager Server Designer WorkflowSolutionsupports all operating systems suppo...

Page 13: ...alling you can click which pieces of Workflow 7 0 you want to install See About Workflow 7 0 on page 9 Although you have a lot of flexibility with how you install Workflow 7 0 every installation must conform to the following parameters Workflow Solution must be installed in Symantec Installation Manager Workflow Server must be installed on every computer running Workflow 7 0 this is done automatic...

Page 14: ...ling Workflow through the Symantec Installation Manager makes Workflow available in Symantec Management Console Once you have installed Workflow through the Symantec Installation Manager you can download the installer through the Symantec Management Console See Installing Workflow Solution through Symantec Installation Manager on page 21 Install Workflow through the Symantec Installation Manager S...

Page 15: ...d for Workflow 6 5 During installation you can set the persistence setting for Workflow 7 0 If the persistence setting in Workflow 6 5 is not supported in Workflow 7 0 version your projects so you do not overwrite the currently running processes See Versioning a process on page 19 If you do not know what persistence settings your current version of Workflow is using refer to the following section ...

Page 16: ...Versioning a process on page 19 Set Workflow 7 0 to have access to a Symantec Management Platform 7 0 server NS 7 Install Workflow 7 0 on a testing computer Step 3 Open each project and make the necessary changes for it to be compatible with Workflow 7 0 and Symantec Management Platform 7 0 Change any old Notification Server components and settings If you can use the same persistence setting for y...

Page 17: ...ance of Workflow 7 0 Persistence is set at the project level but most projects use the default setting that was set when Workflow was installed almost always file based For Workflow 6 5 projects the persistence setting is configured under the project s Publishing data tab in the WorkQueueServiceName property The best way to determine a project s persistence setting is to open the project and look ...

Page 18: ...icBase Core Models Workflow InMemoryWorkQueue Uses direct SQL based persistence There is no Workflow 7 0 equivalent of this setting LogicBase Core Workflow SQLServerAdapters SQLServerWorkQueue Your projects are probably set to use LogicBase Components Default ExchangeAdapters LogicBaseExchangeWorkQueue If this is the case you can determine whether the exchange is set to file based or SQL based per...

Page 19: ...an updated version Versioning works only with the Publish Application to Server publishing option Because the other publishing options do not let you set the virtual directory name you cannot use versioning with them To version a process 1 In Workflow Designer when you are ready to publish your updated process click File Publish Project Publish Application to Server 2 In the Virtual Directory fiel...

Page 20: ...About Workflow 7 0 and installation About installing Workflow 7 0 20 ...

Page 21: ...rkflow Solution through Symantec Installation Manager See About installing Workflow 7 0 on page 13 Before you can download the Workflow 7 0 installer through the Symantec Management Console you need to install Workflow 7 0 through the Symantec Installation Manager Installing Workflow 7 0 through the Symantec Installation Manager registers Workflow as an available product in the Symantec Management...

Page 22: ...equisites 4 Click Next 5 Complete the installation wizard Let the Workflow download finish before you start the installation 6 Optional migrate links from Notification Server Select this option if you want to migrate links to your old item actions dialog workflows and tasks from Notification Server 6 5 to the Symantec Management Console See Migrating links from Notification Server 6 5 to Symantec ...

Page 23: ...stalling background processing on a different server than your primary Workflow server Refer to the following list for some common installation configurations Testing configuration Testing configurations commonly install all the pieces of Workflow 7 0 on a single server Alternately you can install Workflow Server and Process Manager on virtual machines to simulate a muliple server configuration fo...

Page 24: ...lt settings including SQL persistence with a Process Manager database connection setting Install Workflow 7 0 on the primary server Step 1 Install only Workflow Server and background processing on the secondary Workflow server Install Workflow 7 0 normally on your secondary server using the following settings Select only Background Processing and Workflow Server Select Show Advanced Settings Durin...

Page 25: ...ver double click the task tray application Click Add Configure the settings for your secondary server and then click OK 2 On the secondary server add the primary server to the task tray connection settings On the secondary server double click the task tray application Click Add Configure the settings for your primary server select LogicBase_ProcessManager for the server role and then click OK 3 Cl...

Page 26: ...mponent 4 In the Create Log Entry editor set the Log Entry Level to Error 5 Add a Dialog Workflow component after the Create Log Entry component 6 In the Dialog Workflow component editor set the Task Source Type to ProcessManagerTaskSource 7 Under Task Assignments assign the task to the All Users group 8 Under the Event Configuration tab add two escalations set at two and four minutes respectively...

Page 27: ...led Workflow Solution in the Symantec Installation Manager and downloaded the installation file through the Symantec Management Console you are ready to install Workflow Server See About installing Workflow 7 0 on page 13 See Installing Workflow Solution through Symantec Installation Manager on page 21 See Downloading the Workflow installer through the Symantec Management Console on page 22 Workfl...

Page 28: ... processing that processing will not run at all You can install background processing on a different computer Installing background processing on a different computer may enhance the performance of Workflow 7 0 To install background processing on a different computer run the Workflow 7 0 installer on that computer and enable background processing Clicking ShowAdvancedSettingsDuringInstallation let...

Page 29: ... Workflow 6 5 see the following section See Upgrading from Workflow 6 5 on page 15 After you have installed Workflow Solution through the Symantec Installation Manager and downloaded the installation file through the Symantec Management Console you are ready to install Workflow Designer and Process Manager See About installing Workflow 7 0 on page 13 See Installing Workflow Solution through Symant...

Page 30: ...SettingsDuringInstallation lets you edit the default installation location and ORM settings 3 On the Server Configuration step select which Website and base URL you want to use The Website mentioned here is the IIS Website on which your projects will be published Base URL refers to a resolvable URL to access the Workflow Server If you are installing on a design only computer not a publishing serve...

Page 31: ... Workflow 6 5 see the following section See Upgrading from Workflow 6 5 on page 15 After you have installed Workflow Solution through the Symantec Installation Manager and downloaded the installation file through the Symantec Management Console you are ready to install Workflow Designer and Process Manager See About installing Workflow 7 0 on page 13 See Installing Workflow Solution through Symant...

Page 32: ... Portal Core if you are installing Process Manager You should always click Workflow Server and background processing unless you have a specific reason for not doing so Clicking ShowAdvancedSettingsDuringInstallation lets you edit the default installation location database replication advanced cube reporting system accounts access ASPNET Network Service and ORM settings 3 On the Server Configuratio...

Page 33: ...e Directory while Process Manager is installing Symantec recommends using this option Default User Groups checking the All Users group sets the Active Directory All Users group to sync with the Process Manager All Users group Symantec recommends using this configuration Dynamically Select TimeZone this option uses the time zone of the local computer accessing Process Manager AD Server TimeZone thi...

Page 34: ...er you have passed the system check click Next and then click Install You will be notified when the installation has completed successfully Configuring Workflow 7 0 Once you have installed Workflow 7 0 you are ready to configure it See About Workflow 7 0 on page 9 See Installing Workflow Solution through Symantec Installation Manager on page 21 See Downloading the Workflow installer through the Sy...

Page 35: ...kflow Designer and Process Manager Step 2 Using Workflow s component generators build the Altiris component libraries for components that can integrate with the Altiris solutions For more information about building the Altiris component libraries see the Workflow 7 0 User s Guide Build the Altiris component libraries Step 3 Importing the Altiris components into a project makes them available for y...

Page 36: ...nagement Platform If you have installed the platform you can still migrate but there are some additional steps To migrate links from Notification Server 6 5 1 On your Symantec Management Platform 7 0 server install Workflow 7 0 through Symantec Installation Manager You do not need to have SMP installed on the server yet to install Workflow 7 0 See To install Workflow 7 0 through the Symantec Insta...

Page 37: ...ctions dialog box 13 In the resulting dialog box click Browse and select the adb file that you just moved over from your 6 5 server 14 Click Next 15 In the ExporterConfiguration dialog box on the left uncheck all the solutions except Workflow Solution and then click Next If Workflow 7 0 does not appear in the list abort migration 16 Complete the wizard 17 To see your migrated links open the Symant...

Page 38: ...ponent API The full component API is available for developers Process Automation Server This is the middle license level Workflow 7 0 requires an additional license it does not come with the Symantec Management Platform When you add a Workflow 7 0 license through the Symantec Management Console any Process Automation Servers that are connected to it become fully licensed Workflow 7 0 Servers that ...

Page 39: ... 3 Levels of Workflow 7 0 continued Description Licensing level The Workflow 7 0 Enterprise option is not currently available Workflow 7 0 Enterprise option 39 Installing Workflow 7 0 Configuring Workflow 7 0 ...

Page 40: ...Installing Workflow 7 0 Configuring Workflow 7 0 40 ...

Page 41: ...n from Notification Server 6 5 35 N Notification Server 6 5 migration 35 P persistence setting determining 17 process versioning 19 Process Manager installing 31 process versioning 19 S separate background processing installing with 24 Symantec Installation Manager installation 21 T testing a separate background processing configuration 26 U upgrading 15 W Workflow about installing 13 installing f...

Page 42: ...workflow solution installation 21 Index 42 ...