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Get Started Guide
Pre-Installation Consideration
Security Certificates
Use self-signed certificates for the web server
If you are using self-signed certificates, you must install them on client machines in order to access the web server. Download the certificate to your client machine by accessing http://yourservername:8008/Certs/Help.

Workflow Products Documentation

Get Started
- Get Started Guide
  - Installation Requirements
  - Pre-Installation Consideration
    - Architecture Considerations
      If you are installing an application server or extension server (that is, Workflow or User) on a 64-bit computer, you can configure the server for either 32-bit or 64-bit operation.
    - Prerequisites for Windows 2012 R2 Installations
    - Configure Windows Authentication for Workflow
      You can configure Workflow to use Windows authentication to connect to a remote SQL Server instance.
    - Windows Services for Workflow
      There are several Windows services that must be running in order for Workflow to function properly.
    - Security Certificates
      - Security Certificates
        Security certificates must be installed on all Workflow application server and client machines in your system.
      - Security Certificate Options
        Server security certificate options differ depending on the type of server you are configuring.
      - Install Certificates on older Operating Systems
        You can create certificates on a Windows 10 or Windows Server 2016 machine and transfer them to a machine with an older operating system.
      - Use self-signed certificates for the web server
        If you are using self-signed certificates, you must install them on client machines in order to access the web server. Download the certificate to your client machine by accessing http://yourservername:8008/Certs/Help.
    - Firewall Ports
      During server installations, the installation setup detects whether there is a firewall on the computer. You must either disable the firewall or configure it to allow communication with remote clients.
    - Database Backup and Restore
      Workflow utilizes SQL Server to store information. In order to ensure that the integrity of the information is maintained, it is important to back up your database on a regular basis.
    - Multiple Servers
      Workflow provides the ability to install across multiple servers, each of which hosts a set of services. A multi-server environment is transparent and appears to be a single server to remote clients.
    - Server Clustering and Failover
      Workflow provides the ability to implement Microsoft^® Windows Clustering, which allows you to configure your server environment to be fault tolerant.
    - Enable Connection between Workflow and SQL Server
      In order for Workflow to connect to any edition of Microsoft^® SQL Server 2012 or later, you must configure SQL Server to enable the db_owner role on the SOADB database for the applicable login account.
    - License Management
      The GE License Client provides a single, easy-to-use tool to both view and manage online software licensing.
    - Performance Counters
  - Installation Procedures
  - Server Clustering Implementation
  - Deploy the Web Task List
  - Log On Overview
  - Post-Installation Configuration
  - Upgrade Workflow
  - Install a Reporting Database
  - Terminal Server
  - ActiveX Task Controls
  - Workflow Task Client
  - Installation Security

Use self-signed certificates for the web server

If you are using self-signed certificates, you must install them on client machines in order to access the web server. Download the certificate to your client machine by accessing http://yourservername:8008/Certs/Help.

Procedure

From the root certificate link, save the certificate file as Root.cer.
Open a command prompt window.
At the command prompt, enter mmc.
From the File menu, click Add/Remove Snap-in.
Select Certificates, and then click Add.
The Certificates snap-in dialog box appears.
Select My user account, click Finish, and then click OK.
Expand Certificates - Current User > Trusted Root Certificate Authorities > Certificates.
Right-click Certificates, select All Tasks, and then click Import.
The Certificate Import Wizard appears.
To start, click Next, and then in the File Name field, enter Root.cer.
Click Next.
Select Place all certificates in the following store.
Click Browse.
Select Trusted Root Certificate Authorities.
Click Next, and then click Finish.
Close all open windows.
Restart your browser, and then connect to the server.
Note: For Firefox users, perform the following steps:
- Navigate to your web server; for example, https://yourservername.
  The This Connection is Untrusted page appears.
- Expand the section, I Understand the Risks.
- Click Add Exception.
- Click Confirm Security Exception.
  Note: If this page does not refresh, clear the check box Permanently store this exception, and then try again.
- You can now access the server from this browser.