Workflow Conductor for SharePoint 2010

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1 Workflow Conductor for SharePoint 2010 Release 1.6 (SA08) Overview System Requirements Installing Workflow Conductor Configuring Workflow Conductor Using Workflow Conductor Studio Managing Workflows Licensing and Activation Workflow Conductor Widgets Frequently Asked Questions Workflow Conductor System Requirements Operating System Microsoft Windows Server 2008 (64-bit) Server SharePoint Foundation 2010 or SharePoint Server 2010 Microsoft SQL Server 2005, SQL Server 2008, or SQL Server Express 2008 Browser Microsoft Internet Explorer 7 or higher Administration This section describes how to install and configure Workflow Conductor. Installing Workflow Conductor Configuring Workflow Conductor Installation This section describes how to install, upgrade, uninstall, activate the features, or troubleshoot installation issues for Workflow Conductor. About the Setup Program Recommendations for a Successful Installation Installing Workflow Conductor Upgrading from Previous Versions of Workflow Conductor Manually Activating the Product Features Troubleshooting Installation Locating the Error Log File(s) Uninstalling Workflow Conductor Manually Installing or Uninstalling Workflow Conductor About the Setup Program Before installing the product, read the Installing the Product section of the Online Documentation and review KB.12464: Best Practices for Installing Bamboo Products. To access the Setup program: 1. Download the self-extracting product EXE from the storefront and save it to a local folder on the SharePoint server. 2. Double-click the product EXE file to extract the contents of the product download. 3. The Setup program will automatically start. To start the Setup program manually, double-click the Setup.bat file in the root of the folder where the product files were extracted. The Setup program may look different for different product versions. See examples below of the two Setup programs that are currently in use. Both versions of the Setup program work the same way.

2 Note: The minimum screen resolution to view the Setup program is 1024x768. The Setup program contains links to each product component under the Components header on the left. Click on any of these links to view a description of the component on the right. The component description contains important information about where to install the component and the required permissions for the installation account. Read this information carefully before proceeding. Each product may have several components, which fall into the following categories: Prerequisites: Some products include prequisite components that must be installed before the Bamboo product core components. Not all products will have prerequisites. Examples of prerequisites include the Shared Assemblies Library, Microsoft AJAX Extensions, and Bamboo AJAX Config. Core Components: The product will include one or more core components that are required for the Bamboo product to work. Optional Items: Optional items provide additional features or functionality but are not required to use the Bamboo product. Not all products will have optional items. Examples of optional items include the MashPoint Runtime Components and sample ASP.NET applications. Licensing: All products will include the Bamboo Web License Manager or Bamboo License Manager. Licensing is required to activate a product license. It is not required during 30-day product trials. Help: The Setup program also contains links to the Online Documentation and the Installation and Licensing Quick Start Guide. Links to other product-related resources, like the Bamboo Knowledge Base, may also be included. After reviewing the installation location and required installation permissions for a component, click the Install button at the bottom of the Setup screen to install it. If the product includes multiple components, click the Install button for each component. Click the Home icon to return to the Setup main page. About the extracted product files: The extracted product files include the file Setup.bat, which launches the Setup program, and may also include the following folders: \[Product].wsp: Contains the solution deployment file for this product. There may be more than one product WSP folder, depending on the product. \docs: Contains the Installation and Licensing Quick Start Guide. \msi : Contains installation executables for this product. \res: Contains files required by the Setup program. There may be other folders, depending on the requirements for the product. Recommendations for a Successful Installation The Workflow Conductor installation process has been streamlined as much as possible, but there are still areas of the installation that might present issues. This section is intended to highlight some important aspects of the installation process that are sometimes overlooked. Before Installing During Installation After Installing Before Installing Back up your system. Review KB.12464: Best Practices for Installing Bamboo Products. If you are upgrading from a SharePoint 2007 version of Workflow Conductor to a SharePoint 2010 version, read KB.12630: Migrating Bamboo Products from SharePoint 2007 to SharePoint 2010 and Upgrading from Previous Versions of Workflow Conductor. Verify that your system meets all the requirements listed in the System Requirements section.

3 If you are installing Workflow Conductor on Windows Server 2008, disable Admin Approval Mode in the UAC policy or turn off UAC on any SharePoint server where Conductor will be installed. For more information, read KB.12430: Workflow Conductor Studio displays a blank diagram when UAC is enabled on Windows Server Stop the World Wide Web Publishing Service during installation. Confirm the Installation Location and Required Installation Permissions in the Setup program for each product component before installing it. Required SQL Sever permissions for the Workflow Conductor Configuration Database component are shown in the screenshot below. TOP During Installation The Workflow Conductor component installation takes an average of 10 minutes to complete. This may take longer in your environment. Be sure to give this part of the installation extra time. We recommend that you bring your SharePoint environment to an inactive state before starting the installation. You can also shut down the World Wide Web Publishing Service to ensure that no one can access the system. Take notes during the installation process so you can successfully repeat it if you need to move the application or install it on another server. These notes can also be used to assist the Bamboo support team if you need assistance getting Workflow Conductor installed in your environment. The Workflow Conductor Setup program will not abort the installation if one feature in a component package fails; it will continue to install the next feature in the list. The installation summary screen at the end of the installation for that component will tell you what went wrong. Fix the issue, and then reinstall any failed features individually by running Setup again for that component and selecting the Install New Only option. TOP After Installing Go to the Workflow Conductor section in Central Administration and configure Workflow Conductor settings. At a minimum, you must configure the following: System Settings: Enter the SQL Server name and instance where Workflow Conductor is installed and the server to use for sent by Workflow Conductor widgets. Conductor will not work if you do not configure the SQL Server setting. Account Settings: Configure the access accounts for Workflow Conductor. Conductor will not work if you do not configure these accounts. Licensing: If you have purchased a license for Workflow Conductor, go to the Licensing page to activate your license. This page can also be accessed in Central Administration > Bamboo Solutions > Manage My License Keys. All other settings are optional, and can be configured as needed to customize Workflow Conductor for your environment. TOP Installing Workflow Conductor Before installing any Workflow Conductor components, read the Recommendations for a Successful Installation section.

4 In order to successfully install the product, you need to install each component listed in the Setup program. The Setup program contains links to each product component under the Components header on the left. Click on any of these links to view a description of the component on the right. The component description contains important information about where to install the component and the required permissions for the installation account. Read this information carefully before proceeding. After reviewing the installation location and required installation permissions for a component, click the Install button at the bottom of the Setup screen to install it. View detailed installation instructions for each Workflow Conductor component by clicking its link in the table below. When you finish installing all Workflow Conductor components, make sure to review the After Installing section of Recommendations for a Successful Installation for required post-installation configuration steps. Component Workflow Conductor Workflow Conductor Control Panel Workflow Conductor Configuration Database Bamboo Web License Manager Description Installs the core Workflow Conductor components, including Conductor Studio, widgets, and reporting Web Parts. Adds a page in Central Administration that provides global settings for Conductor and a view of all workflows running across the installed Web applications. Installs the Workflow Conductor Configuration Database wizard, which installs and configures the Workflow Conductor database. The Bamboo Web License Manager controls the licensing for this product. This installation is only required to unlock and activate a purchased copy of the product. It is not needed for product trials. Install Workflow Conductor Where to run the installer for this component: The Workflow Conductor installer must be run on one Web front-end server in the SharePoint farm where the Microsoft SharePoint Foundation Web Application service is running. Check Central Administration > System Settings > Manage servers in this farm for a list of servers running this service. Required permissions for the installation user account: Must be a member of the local server Administrators group. Must be a member of the SharePoint Farm Administrators group. Must be a SharePoint site collection administrator (for automatic feature activation). Installation instructions: 1. If the Setup program is not already running, double-click the Setup.bat file in the root of the product folder to launch it. 2. In the Components list, click Workflow Conductor. Verify the installation location and required installation permissions and then click the Install button. 3. Click Next to begin the installation. Verify that the system checks pass successfully, then read and accept the End-User License Agreement. 4. In the Deployment Targets screen, select the Web applications where you want to deploy Workflow Conductor and click Next. You do not have to deploy Workflow Conductor to your Central Administration Web application unless you also want to deploy workflows to it. Note: The Automatically activate features option is checked by default. If you want to manually activate Conductor features later, uncheck this box. The installation account must be a site collection administrator for automatic activation to work. 5. The Workflow Conductor features are installed. When all components are installed, click Next. 6. Review the summary screen to confirm that all components installed successfully, and then click Close. TOP Install Workflow Conductor Control Panel Where to run the installer for this component: The Workflow Conductor Control Panel installer must be run on one Web front-end server in the SharePoint farm where the Central Administration service is running. Check Central Administration > System Settings > Manage servers in this farm for a list of servers running this service.

5 Required permissions for the installation user account: Must be a member of the local server Administrators group. Must be a member of the SharePoint Farm Administrators group. Must be a SharePoint site collection administrator (for automatic feature activation). Installation instructions: 1. If the Setup program is not already running, double-click the Setup.bat file in the root of the product folder to launch it. 2. In the Components list, click Workflow Conductor Control Panel. Verify the installation location and required installation permissions and then click the Install button. 3. Click Next to begin the installation. Verify that the system checks pass successfully, then read and accept the End-User License Agreement. 4. In the Deployment Targets screen, the Central Administration Web application is selected by default. Click Next. Note: The Automatically activate features option is checked by default. If you want to manually activate the Conductor Control Panel feature later, uncheck this box. The installation account must be a site collection administrator for automatic activation to work. 5. The Workflow Conductor Control Panel feature is installed. When installation is finished, click Next. 6. Review the summary screen to confirm that the component installed successfully, and then click Close. TOP Install Workflow Conductor Configuration Database Important Note for Windows Server 2008 with UAC: If you attempt to install the Conductor Configuration Database component on Windows Server 2008 with UAC enabled, the database installation may fail with the error message "Database creation failed." If you encounter this issue, close the Workflow Conductor Configuration Database wizard and launch it again from Start > All Programs > Bamboo Conductor Database Configuration. UAC must also be turned off on any Windows Server 2008 front-end Web server where Workflow Conductor is installed, or Conductor Studio will not work properly. Where to run the installer for this component: The Workflow Conductor Configuration Database installer must be run on a server in the SharePoint farm with access to the SQL Server where the SharePoint configuration and content databases are located. Required permissions for the installation user account: Must be a member of the local server Administrators group. Must have the dbcreator and securityadmin SQL Server roles on the SQL Server where the Workflow Conductor database will be installed. Must have the db_owner permission for the SharePoint configuration and content databases. Installation instructions: 1. If the Setup program is not already running, double-click the Setup.bat file in the root of the product folder to launch it. 2. In the Components list, click Workflow Conductor Configuration Database. Verify the installation location and required installation permissions and then click the Install button. 3. In the first installation screen, click Next. 4. Select an installation folder location and click Next, and then click Next in the Confirm Install screen to begin installation. 5. In the Workflow Conductor Configuration screen: Enter the name of your database server and SQL Server instance. For example: DBSERVER - Will install and configure the Conductor database in the default SQL Server instance on the server DBSERVER. DBSERVER\OFFICESERVERS - Will install and configure the Conductor database in the OFFICESERVERS instance on DBSERVER. This is common for SharePoint installations that use SQL Server Express. DBSERVER\SQLINSTANCE - Will install and configure the Conductor database in the SQLINSTANCE instance on DBSERVER. If you want to install the Conductor database on something other than the default instance on the SQL Server, you must specify the instance name. Select Windows authentication. You can optionally use a SQL authentication account, but this option will not work if your database is on a different server. Click the Test button. The installation will test the connection to your database server using the selected authentication method. If the test fails, make sure that the installation account has the dbcreator and securityadmin roles in the database. See Recommendations for a Successful Installation for more information. Click Finish. The Workflow Conductor database is created and populated.

6 6. When the installation is complete, confirm that the Workflow Conductor Configuration Database installed successfully and then click Close. TOP Install Bamboo Web License Manager The Bamboo Web License Manager manages licenses for Bamboo products. This installation is only required to unlock and activate a purchased copy of Workflow Conductor. It is not needed during the Workflow Conductor trial period. Where to run the installer for this component: The Bamboo Web License Manager installer must be run on one front-end Web server in the SharePoint farm where the Central Administration service is running. Check Central Administration > System Settings > Manage servers in this farm for a list of servers running this service. Required permissions for the installation user account: Must be a member of the local server Administrators group. Must be a member of the SharePoint Farm Administrators group. Must be a SharePoint site collection administrator (for automatic feature activation). Installation instructions: 1. If the Setup program is not already running, double-click the Setup.bat file in the root of the product folder to launch it. 2. In the Components list, click Bamboo Web License Manager. Verify the installation location and required installation permissions and then click the Install button. 3. Click Next to begin the installation. Verify that the system checks pass successfully, then read and accept the End-User License Agreement. 4. In the Deployment Targets screen, the Central Administration Web application is selected by default. Click Next. Note: The Automatically activate features option is checked by default. If you want to manually activate the Bamboo Web License Manager feature later, uncheck this box. The installation account must be a site collection administrator for automatic activation to work. 5. The Bamboo Web License Manager feature is installed. When installation is finished, click Next. 6. Review the summary screen to confirm that the component installed successfully, and then click Close. For instructions to activate your Workflow Conductor license, read the Product Licensing and Activation section of KB.12464: Best Practices for Installing Bamboo Products. If you have a licensed copy of Workflow Conductor for SharePoint 2007 and want to transfer this license to Workflow Conductor for SharePoint 2010, read KB.12626: How To Migrate My Existing Bamboo Product License Key from SharePoint 2007 to SharePoint TOP After Installing After you have finished installing all required components, perform the steps in the After Installing section of the Recommendations for a Successful Installation guide. Upgrading from Previous Versions of Workflow Conductor

7 When do you need to follow these upgrade instructions? If you have an existing version of Workflow Conductor for SharePoint 2007 that was installed on a SharePoint server that was upgraded to SharePoint 2010 (an in-place upgrade), follow the instructions on this page. If you are installing Workflow Conductor on a SharePoint 2010 server that has never had Workflow Conductor installed on it before, follow the instructions for Installing the Product instead. To upgrade Workflow Conductor from a previous version, follow all the steps listed below: 1. Upgrade Workflow Conductor and the Workflow Conductor Control Panel 2. Upgrade the Workflow Conductor Configuration Database 3. Additional Information Step 1: Upgrade Workflow Conductor and the Workflow Conductor Control Panel To upgrade the Workflow Conductor and Workflow Conductor Control Panel components: 1. Start the Setup program by double-clicking the product EXE that you downloaded from the Bamboo Website. 2. In the Components list, click Workflow Conductor. Verify the installation location and required installation permissions and then click the Install button. 3. Click Next to begin the installation. Verify that the system checks pass successfully. 4. In the Repair, Remove or Install screen, select the option Upgrade/Repair Existing and Install New, and then click Next. 5. When the installation is complete, review the summary screen to confirm that the component upgraded successfully, and then click Close. 6. Repeat the steps above to upgrade the Workflow Conductor Control Panel component. TOP Step 2: Upgrade the Workflow Conductor Configuration Database To upgrade the Workflow Conductor Configuration Database: 1. On the server where the Workflow Conductor Configuration Database tool was installed for the previous version of Workflow Conductor, go to the Control Panel and view installed Programs and Features. 2. Select the Workflow Conductor Configuration Database program and click Uninstall. 3. Start the Workflow Conductor Setup program by double-clicking the product EXE that you downloaded from the Bamboo Website. 4. In the Components list, click Workflow Conductor Configuration Database. Verify the installation location and required installation permissions and then click the Install button. 5. Follow the instructions to Install Workflow Conductor Configuration Database in Installing the Product. TOP Additional Information: You do not have to repair Web License Manager if you are upgrading from one SharePoint 2010 version of Workflow Conductor to another. However, a version of the Web License Manager installed on a SharePoint 2007 server that was upgraded in-place to SharePoint 2010 will not work properly. Follow the same instructions as in Step 1 above to repair the existing Bamboo Web License Manager component after a SharePoint 2010 in-place upgrade. A Workflow Conductor for SharePoint 2007 license key installed on a SharePoint 2007 server that was upgraded in-place to SharePoint 2010 will NOT work after you install Workflow Conductor for SharePoint 2010 on the same server. You need a new license key. Customers with an active support contract may be eligible to upgrade for free. For more information, read KB.12626: How To Migrate My Existing Bamboo Product License Key from SharePoint 2007 to SharePoint You do not have to reinstall the Bamboo MashPoint REST Extensions if you have installed them already on the same server. MashPoint REST Extensions installed on a SharePoint 2007 server that was upgraded in-place to SharePoint 2010 will continue to work. If you encounter an error during the Workflow Conductor Configuration Database component upgrade, read Bamboo Knowledge Base article KB ERRMSG: Workflow Conductor database upgrade fails with error "System.Data.SqlClient.SqlException: The statement conflicted with the REFERENCE constraint". For more information about upgrading and migrating your existing workflows, read KB.12589: How to upgrade workflows and workflow templates after upgrading Workflow Conductor. TOP Manually Activating or Deactivating the Product Feature for a Site Collection Product feature activations can be done automatically at the site collection level when Workflow Conductor is installed. There are several reasons why you may need to manually activate (or deactivate) Workflow Conductor product features: You opted out of automatic feature activation during installation.

8 You add a new site collection and want to add Workflow Conductor features to it. You want to remove Workflow Conductor features from an existing site collection. You want to activate a Workflow Conductor workflow in a site collection other than the one it was originally deployed to. You want to deactivate a Workflow Conductor workflow for a site collection. To manually activate (or deactivate) Workflow Conductor product features or Workflow Conductor workflows in a site collection, follow the instructions below. Note: You must be a SharePoint site collection administrator to activate or deactivate features. Site collection administrators are assigned in SharePoint Central Administration. 1. From the top-level site in the site collection, go to Site Actions > Site Settings > Site Collection Administration > Site Collection Features. 2. Locate the Workflow Conductor product feature or workflow. Click Activate to activate it for the entire site collection, or Deactivate to deactivate it. Troubleshooting Installation If you encounter any errors in the process of using this product, please refer to the error logs located in <drive>:\windows\temp\bamboosolutions\conductor\bsc_datainstaller_%processid.log on the SharePoint server. The error log will contain details of any failures that may have occurred during the product installation. It can also contain helpful information that will allow you to selectively correct problems in order to later re-run the installation successfully. The most common reasons for installation failure are: The installation account did not have the required permissions to access the server and database. Read the Installation Location and Required Installation Permissions information included in the Setup program for each component. Each Workflow Conductor component may have different requirements, so be sure to read all information carefully before installing a component. The SharePoint 2010 Administration or the SharePoint 2010 Timer service was not running on all front-end Web servers. Check to make sure that these services are started.

9 You are running Windows Server 2008 and UAC was enabled during installation. If you are installing Workflow Conductor on Windows Server 2008, you must disable Admin Approval Mode in the UAC policy or turn off UAC on any SharePoint server where Conductor will be installed. For more information, read KB.12430: Workflow Conductor Studio displays a blank diagram when UAC is enabled on Windows Server Common issues after installation include: Issue: If you are running Windows Server 2008 and you attempt to launch Workflow Conductor Studio from the Settings menu in a list or library, the Conductor Studio displays a blank diagram or you get an error page with the message "Unknown Error". Resolution: You must disable the UAC Admin Approval Mode or turn off UAC on your front-end Web servers in order to run Conductor Studio. See KB.12430: Workflow Conductor Studio displays a blank diagram when UAC is enabled on Windows Server 2008 for step-by-step instructions for adjusting your UAC settings. Issue: The Conductor Studio diagram displays the error message "Connect to database failed" in the left pane where the list of widgets should be. Resolution: Go to the Workflow Conductor section in Central Administration and click on the System Settings page. Check that the SQL Server setting contains the name of your database server. Then go to the Account Settings page and verify that you have entered the two required access accounts for Workflow Conductor, and that the accounts have the permissions specified in the Account Settings page. Issue: The Workflow Conductor database upgrade failed. Resolution: This problem can occur when upgrading to Workflow Conductor if you customized the widget categories from the default in a previous version of Workflow Conductor. Click here for a resolution for this issue. Locating the Error Log File(s) Should you encounter any errors with Workflow Conductor, please refer to the error logs in the following locations: For errors during installation or configuration: <drive>:\windows\temp\bamboosolutions\conductor\bsc_datainstaller_%processid%.log <drive>:\windows\temp\bamboosolutions\conductor\studio\bsc_adminmgr_%processid%.log For errors while using Workflow Conductor or running workflows: To view workflow runtime logs or Conductor Studio design logs from the Conductor_Content database, add the Conductor Log Viewer Web Part to a SharePoint page. <drive>:\windows\temp\bamboosolutions\conductor\bsc_deploy_%processid%.log <drive>:\windows\temp\bamboosolutions\conductor\workflowfeature_%processid%.log Other log files may be located in the <drive>:\windows\temp\bamboosolutions\conductor and <drive>:\windows\temp\bamboosolutions\conductor\studio directories. Uninstalling the Product To uninstall Workflow Conductor, the Workflow Conductor Control Panel, and the Workflow Conductor Configuration Database: 1. Double-click the Setup.bat program included in the product download ZIP file. 2. From the Setup program screen, click each product component name under the Components section, and then click Install. 3. The program first performs system checks. Once they have successfully completed, the program prompts you to Repair/Upgrade or Remove the solution. Select Remove, and then click Next to uninstall the component. Repeat the above steps for the Workflow Conductor, Workflow Conductor Control Panel, and Workflow Conductor Configuration Database components. Additional Information: Uninstalling the Workflow Conductor Configuration Database component only removes the application files from your server. The Conductor_Content database and its contents are not removed. Workflows that were deployed with Workflow Conductor are not retracted or removed from your SharePoint farm, but they will no longer work after the product has been uninstalled. Workflow solutions can be manually removed in the Solution Management page of Central Administration. The Bamboo Web License Manager may be used by other Bamboo products. Do not remove it unless you have no other Bamboo products. Manual Product Installation and Uninstallation Manual Product Installation Manual Product Uninstallation Manual Product Installation WARNING: Bamboo recommends using the Setup program to install product components whenever possible. The Setup program is designed to ensure a successful product installation. Manual installation may lead to unexpected behavior during product configuration, licensing, or use, especially if your SharePoint environment contains issues normally detected and resolved when running the Setup program. The exact steps for manual installation will vary depending on the version of SharePoint the product is for, your SharePoint environment, and the individual product features. The information provided here includes general instructions for most product installation scenarios you may encounter. Read all sections carefully before manually installing a product.

10 About the Installation Files Important Notes About Manual Installation Manually Starting a Component Setup Application Manually Installing and Deploying a Product Solution (WSP) Manually Installing a Product MSI TOP About the Installation Files When you extract the product EXE, several folders are created that contain installation files and Setup program configuration files. For manual installation, you will be accessing the following folders that contain installation files: \[Component].wsp - There may be several folders ending in.wsp, depending on your product. Each WSP folder contains the installation files for a SharePoint solution. \msi - The MSI folder may contain multiple files ending in.msi. Each.msi file is a single Windows installer package. TOP Important Notes About Manual Installation Bamboo Web License Manager: If a product includes Bamboo Web License Manager (\Bamboo.Web.Licensing.wsp), add the solution to the solution store on the server running the Central Administration service, and deploy the solution to the Central Administration Web application. Shared Assemblies Library (SharePoint 2007): If a product includes the Shared Assemblies Library (\msi\bamboo.core.v1.2.msi), you must install the MSI on all Web front-end servers in the farm. Microsoft AJAX Extensions (SharePoint 2007): If a product includes the Microsoft AJAX Extensions (\msi\aspajaxextsetup.msi), you must install the MSI on all Web front-end servers in the farm. Bamboo AJAX Config (SharePoint 2007): If a product includes the Microsoft AJAX Extensions, the Bamboo AJAX Config (\Bamboo.AJAX.Config.wsp) solution must also be deployed. Deploy the solution to all Web applications in the farm where the product will be installed. You may also need to deploy this solution to the Central Administration Web application. Consult the Online Documentation for your product for more information. \msi\*.x64.msi: Some MSI installers in the \msi installation folder have a 32-bit version and a 64-bit version. The 64-bit version will include.x64 in the file name. Run the version of the MSI that is appropriate for your operating system. Do not install both. PackInstallation.wsp: Some products include an installation folder called PackInstallation.wsp. This folder is not needed during the manual installation process and can be ignored. TOP Manually Starting a Component Setup Application For your convenience, each component Setup application can be started directly from the Bamboo Setup program. The Bamboo Setup program can be started by double-clicking the file Setup.bat in the root of the extracted product folder. If you prefer to start an individual product component Setup from the product installation folder instead of from the Bamboo Setup program, navigate to its installation folder and double-click the \[Component].wsp\Setup.exe or \msi\[component].msi file. The installation wizard for that component will start. Follow the installation instructions provided in the Online Documentation for your product. For example: To install and deploy just the Bamboo AJAX Config component from the product installation folders, navigate to the \Bamboo.AJAX.Config.wsp folder and double-click the file Setup.exe. If you start a component Setup application this way, you do not need to follow instructions for Manually Installing and Deploying a Product Solution. TOP Manually Installing and Deploying a Product Solution (WSP) Before installing, stop the World Wide Web Publishing Service (W3SVC). This will ensure that no system files that need to be updated are locked, which may cause the installation to fail. Your product may include several SharePoint solutions in multiple \[Component].wsp installation folders. Follow all steps in this section for each solution. The instructions in this section use the stsadm.exe command, which can be found in the following location: SharePoint 2007: %PROGRAMFILES%\Common Files\Microsoft Shared\Web Server Extensions\12\BIN SharePoint 2010: %PROGRAMFILES%\Common Files\Microsoft Shared\Web Server Extensions\14\BIN Step 1: Add the solution to the SharePoint solution store Perform this step on one server in your SharePoint farm running the SharePoint 2007 Windows SharePoint Services Web Application service or

11 the SharePoint 2010 Microsoft SharePoint Foundation Web Application service. Use an account that is a member of the local server Administrators group. Note: For the Bamboo Web License Manager solution (\Bamboo.Web.Licensing.wsp), perform these steps on a server running the Central Administration service. Run the following command to add each SharePoint solution to the solution store: stsadm.exe -o addsolution -filename [path]\[component].wsp\cab\[component].wsp [path] - the path to the extracted installation folders [Component] - the name of the component you are installing, as shown in the installation folder. The name of the component in the cab subfolder may be different than the installation folder name. Step 2: Deploy the SharePoint solution After installing a SharePoint solution, it must be deployed to one or more Web applications. This section provides instructions for deploying from the command line or from SharePoint Central Administration. Pick the method that best fits your requirements. Option 1: Command-line Deployment Perform these steps on one server in your SharePoint farm running the SharePoint 2007 Windows SharePoint Services Web Application service or the SharePoint 2010 Microsoft SharePoint Foundation Web Application service. Use an account that is a member of the local server Administrators group. Note: For the Bamboo Web License Manager solution (Bamboo.UI.Licensing.wsp), perform these steps on a server running the Central Administration service. 1. Schedule the solution for deployment to the SharePoint solution store using one of the options below. Deploy a solution to a specific Web application (repeat for multiple Web applications): stsadm.exe -o deploysolution -name [Component].wsp -immediate -url [ -allowgacdeployment -allowcaspolicies [Component] - the name of the component you installed, as shown in the cab installation sub-folder [ - the URL and Port for the target Web application Deploy a solution to all Web applications EXCEPT the Central Administration Web application: stsadm.exe -o deploysolution -name [Component].wsp -immediate -allcontenturls -allowgacdeployment -allowcaspolicies [Component] - the name of the component you installed, as shown in the cab installation sub-folder 2. Execute the deployment job on each Web front-end server in the farm: stsadm.exe -o execadmsvcjobs Option 2: Deployment from SharePoint Central Administration Perform these steps using an account that is a member of the SharePoint Farm Administrators group. 1. SharePoint 2007: In SharePoint Central Administration, click the Operations link. In the Global Configuration section, click the Solution Management link. SharePoint 2010: In SharePoint Central Administration, click the System Settings link. In the Farm Management section, click the Manage farm solutions link. 2. Click on the name of the solution you just installed. 3. Click the Deploy Solution link. 4. Select the Web application to deploy to and a deployment schedule, and then click OK. Step 3: Manually Activate the Product Feature After the Bamboo product solution is deployed, it must be activated in each site collection before it can be used. Perform these steps using an account that is a SharePoint site collection administrator. 1. From the top-level site in the site collection, go to Site Actions > Site Settings > Site Collection Administration > Site Collection Features. 2. Locate the Bamboo product feature and click Activate to activate it for the entire site collection. Some products have more than one feature. Refer to the Online Documentation for your product for more information about manual feature activation. TOP

12 Manually Installing a Product MSI Your product may include several components in the \msi installation folder, in addition to or instead of SharePoint solutions. Double-click on each MSI file to install it. MSI files must be installed on each server where the product is installed. Read the Important Notes About Manual Installation section for information about specific MSI files included with Bamboo products. Note: Some MSI installers in the \msi installation folder have a 32-bit and 64-bit version. The 64-bit version will include.x64 in the file name. Run the version of the MSI that is appropriate for your operating system. Do not install both. If you prefer to run the MSI installer from the command line, refer to the Microsoft TechNet article Msiexec (command-line options) for installation options. TOP Manual Product Uninstallation Products may include a combination of SharePoint solutions (WSPs) and components installed using an MSI installer. Refer to the original installation files for information about the components that may have been installed. To manually uninstall a product component, read the following sections: Manually Uninstalling a SharePoint Solution Manually Uninstalling a Product MSI After Uninstalling a Product Manually Uninstalling a SharePoint Solution Your product may include several SharePoint solutions. Follow all steps in this section for each solution that you want to uninstall. For command-line uninstallation, you will need the name of the SharePoint solution that was deployed. This can be found in the cab installation subfolder for a component. The instructions in this section use the stsadm.exe command, which can be found in the following location: SharePoint 2007: %PROGRAMFILES%\Common Files\Microsoft Shared\Web Server Extensions\12\BIN SharePoint 2010: %PROGRAMFILES%\Common Files\Microsoft Shared\Web Server Extensions\14\BIN To uninstall a SharePoint solution from the command line: 1. Schedule the solution to be retracted from the Web application (Example 1) or from all Web applications EXCEPT Central Administration (Example 2): Example 1: stsadm.exe -o retractsolution -name [Component].wsp -immediate -url [ Example 2: stsadm.exe -o retractsolution -name [Component].wsp -immediate -allcontenturls [Component] - the name of the installed component, as shown in the cab installation sub-folder [ - the URL and Port for the Web application where the solution is installed 2. Execute the retraction job on each Web front-end server in the farm: stsadm.exe -o execadmsvcjobs 3. Delete the solution from the SharePoint solution store only AFTER the retraction job is complete: stsadm.exe -o deletesolution -name [Component].wsp [Component] - the name of the installed component, as shown in the cab installation sub-folder Additional Information: The Bamboo AJAX Config and Bamboo Core solutions may be used by multiple Bamboo products. Do not uninstall them unless you are certain they are no longer in use. TOP Uninstalling a Product MSI If a product was installed using an MSI installer, it will be listed in the installed Programs and Features list in the Control Panel. To uninstall it, click on the name of the program and click Uninstall. If you prefer to uninstall the MSI from the command line, refer to the Microsoft TechNet article Msiexec (command-line options) for installation options. Additional Information:

13 The Bamboo Core and Microsoft AJAX Extensions may be used by multiple Bamboo products. Do not uninstall these unless you are certain they are no longer used. Some product MSIs, like Bamboo Core and Microsoft AJAX Extensions, are installed on all Web front-end servers in the farm. To completely uninstall these components, you must uninstall them from each Web front-end server where they were installed. TOP After Uninstalling a Product Uninstalling a product will not remove product-related Web Parts from SharePoint site pages. To remove a Web Part from a page after a product is uninstalled: 1. On the page that contains the Web Part, go to Site Actions > Edit Page. 2. Click the Edit menu for the Web Part and select Delete. 3. Exit Edit Mode to save the page. TOP Configuring Workflow Conductor After installing Workflow Conductor, go to Central Administration > Workflow Conductor to configure Workflow Conductor. At a minimum, you must configure items in the System Settings and Account Settings pages. To view more information about these and other settings, click on each link below. System Settings: Configure the SQL Server for the Conductor database and the server Conductor uses to send . These settings must be configured before you can use Workflow Conductor. Account Settings: Configure the Workflow Conductor access accounts used to access the database and to deploy workflows. These settings must be configured before you can use Workflow Conductor. General Settings: Configure global options for Workflow Conductor. Workflow Designers: Configure who can design workflows in Workflow Conductor Studio. Settings: Set up the default templates used in some Workflow Conductor widgets. Widget Categories: Configure the categories for widgets in Workflow Conductor Studio. View Workflow Status: View the status of all workflow instances in your farm. Workflow Solution Management: View and manage Workflow Conductor workflow solutions in your farm. Licensing: Access the Bamboo Web License Manager. A license must be activated for production use, but is not required for trial installations. About Workflow Conductor: View the file version information for Workflow Conductor. Localizing Workflow Conductor: Learn how Workflow Conductor can take advantage of SharePoint localization capabilities (i.e. language packs). Workflow Conductor System Settings To define required database and server settings for Workflow Conductor, go to Central Administration > Workflow Conductor, and then click System Settings. You must configure these settings before you use Workflow Conductor.

14 SQL Server Enter the name of the server and SQL Server instance where you installed the Workflow Conductor Configuration Database. For example: DBSERVER - The Conductor database is installed on the default SQL Server instance on the server DBSERVER. DBSERVER\OFFICESERVERS - The Conductor database is installed on the OFFICESERVERS instance on DBSERVER. This is common for SharePoint 2007 installations that use SQL Server Express. DBSERVER\SharePoint - The Conductor database is installed on the SharePoint instance on DBSERVER. This is common for SharePoint 2010 installations that use SQL Server Express. DBSERVER\SQLINSTANCE - The Conductor database is installed on the SQLINSTANCE instance on DBSERVER. If the Conductor database is installed on something other than the default instance on the SQL Server, you must specify the instance name. Server Enter the SMTP Server Name that you want to use to send s from Conductor widgets. You can also enter the default From and Reply To e- mail addresses. To use the SMTP Secure Authenticated Connection option, check the box and enter the secure SMTP port (usually 465) and required login information. Workflow Conductor Account Settings To configure the Workflow Conductor access accounts, go to Central Administration > Workflow Conductor, and then click Account Settings. You must configure these accounts before you use Workflow Conductor.

15 Shared Services Account The Shared Services Account is used by Conductor Studio, Conductor widgets, and at runtime as required by widgets. This account requires the following permissions: Read, write, and execute permissions to the Conductor_Content database (the db_owner role is recommended). Must be a member of the local server Administrators group on each Web front-end server where Conductor is installed. Deployment Account The Deployment Account is used to deploy workflow solutions to your SharePoint farm. This account requires: Read, write, and execute permissions to the Conductor_Content database (the db_owner role is recommended). This account is used to save the.wsp installation package to the database before it is deployed. Must be a member of the local server Administrators group on each Web front-end server where Conductor is installed and deployed. Must be a SharePoint Farm Administrator in order to deploy workflow solutions. Workflow Conductor General Settings To change global Workflow Conductor global settings, go to Central Administration > Workflow Conductor, and then click General Settings. You should review and update each setting listed here after you install Workflow Conductor. Default Task List Name Workflow Conductor Studio Logging Workflow Error Handling Workflow Deployment Schedule Workflow Conductor Log File Archiving Active Directory Settings Default Task List Name Select the default task list Conductor will use to enter tasks assigned by workflows.

16 TOP Workflow Conductor Studio Logging Select the level of logging you would like Conductor Studio to perform during workflow design. This log level selection only affects logging during design time. It is separate from the logging performed when a workflow runs, which is based on settings that are configurable for each widget in the workflow. Warning: Selecting All will write all possible log information to the database, but will increase the amount of database activity and may result in performance issues. TOP Workflow Error Handling Define how Conductor handles errors during workflow execution. By default, Conductor will stop a workflow if it encounters an error during runtime. If you would like the workflow to continue with the next widget instead, select Go to Next Widget. TOP Workflow Deployment Schedule Define the behavior of the Deploy action in Conductor Studio. The default is Deploy workflows immediately. Since workflow solution deployment requires that the application pool be recycled, administrators may want to schedule this activity. Select Schedule workflow deployment and configure a deployment frequency and duration to modify the Conductor Studio Deploy action to schedule workflows for deployment instead of deploying them immediately. Note: If multiple workflows are scheduled for deployment, the application pool will be recycled after each workflow is deployed. A Deployment Delay of 0 minutes will allow SharePoint to control the solution deployment schedule. To add a mandatory delay between each solution deployment and associated application pool recycle, enter a specific number of minutes. Workflows that were not deployed during the specified Start and End times will be deployed during the next scheduled window. TOP Workflow Conductor Log File Archiving Define how Conductor handles log archiving for the Workflow Conductor Studio log files. By default, Conductor installs a SharePoint timer job that

17 will run weekly and will delete any Conductor Studio log entries in the Conductor database that are older than one month. If you would like to change this behavior, the following options are available: Archive Location: You can save archived log file data to a location on your server by entering a directory name. The directory you enter must already exist on your system, and the Central Administration application pool user must have permissions to write to the directory. Archive Log Entries Older Than: Select a filter for Conductor to use to delete log file entries from the database. You can delete entries older than 1 month, 3 months, 6 months, or 12 months. The default is 1 month. Archive Schedule: Select a schedule for the timer job to run. By default, it will run weekly. Start Day/Time/Minute: Depending on what archival schedule you selected, you may also configure a day, time, and/or minute for the timer job to start. TOP Active Directory Settings Configure available LDAP paths for managing Active Directory users with Workflow Conductor widgets and set default account options for new Active Directory accounts. LDAP Paths: Click the Add New LDAP Path button to enter a new Active Directory LDAP path. Active Directory users and groups in this path can be managed by Active Directory widgets in Conductor Studio. LDAP Path: Enter a valid LDAP connection string using RFC 4516 format: ldap://host:port/dn?attributes?scope?filter?extensions Example 1:ldap://ldap.example.org/dc=example,dc=org Example 2: ldap://ldap.example.org/ou=childou,ou=parentou,dc=example,dc=org Example3:ldap://ldapserver/ou=ChildOU,ou=ParentOU,dc=example,dc=org LDAP Display Name: Enter the display name for the LDAP path in Active Directory widgets. User Name/Password: Enter the account information for an account with permission to modify objects in this LDAP path. Active Directory widgets will run with the permission of this user. Users and groups: Enter a list of users and groups who will be able to see this LDAP path in Active Directory widgets. Separate multiple entries with a semicolon (;). Users must be entered in the format DOMAIN\user. Groups must be entered in the format [Group] (including the surrounding brackets). Allow custom LDAP paths in widgets: Select this option to allow Conductor Studio designers to enter custom LDAP paths in Active Directory widgets. Account options: Define the default account options for all new accounts created with Active Directory widgets.

18 TOP Workflow Designers To specify who can design workflows in Conductor Studio, go to Central Administration > Workflow Conductor, and then click Workflow Designers. By default, any user with the Design Permission set in SharePoint can also use Conductor Studio. To restrict who can design workflows in Conductor Studio, select the option Only the following users and groups and enter a list of SharePoint users and/or groups. Only these users will be able to start Conductor Studio. Note: All workflow designers must also have the Design permission set in SharePoint. Any user with Design permission will see the Create or Edit Workflows option in lists and libraries, but only designers listed in the workflow designers list will be able to start Conductor Studio. Settings To configure global templates for task s sent by Workflow Conductor, go to Central Administration > Workflow Conductor, and then click Settings. You can configure templates for sent for Request Approval, Request Feedback, and Collect Data From User task notifications, task reassignments, and task change requests. To add references to elements like the list name, the workflow initiator, the workflow title, and other common elements, click the Add Lookup button next to each section and select a lookup to insert. The actual value of the lookup will be filled in when the workflow runs. Note: To add a hyperlink that has a display name different from the URL (e.g., Bamboo instead of enter the hyperlink in the following format, including the surrounding brackets ([]): [_URL( to display)] See Using Lookups and Variables for more information. To set an template back to the system default, click the Reset to Default button below the template. To save changes to a template, make

19 sure to click OK at the bottom of the Settings page. A sample using the example template above: Widget Categories Widgets are displayed under different categories within Conductor Studio to make them easier to find. To add or delete categories or move widgets to other categories, go to Central Administration > Workflow Conductor, and then click Widget Categories. View or edit the list of widgets in existing categories:

20 Category: Select the category you want to view or edit from the Category list. This will automatically update the Widgets list. Show Widgets: Select All Widgets to show every widget available in Conductor Studio with a check next to those widgets that are assigned to the category you have selected. Select Unassigned Widgets to show only those widgets NOT currently assigned to the category. Widgets: To add a widget to the selected category, check its box and click OK. To remove a widget from a category, make sure All Widgets is selected as the Show Widgets option, uncheck the box next to the widget you want to remove, and click OK. Prevent users from using a particular widget in workflows by simply removing it from all categories. The widget can be easily added back in later. Note: The full list of widgets is multiple pages. Click the 1 or 2 at the bottom of the widgets table to view the next page of widgets. Click OK to save your updates on one page before clicking on the next page. Add or Remove Categories: Click this link to add a new category or to remove an existing one. To add a new category: Enter a Category Name and an optional Description for the new category, and click Save. There will be no widgets in the category by default. Add widgets to the category in the Widget Categories page. To remove an existing category: Check the box next to the category or categories you want to delete, and click Delete. Note: The widgets that were assigned to the category are not deleted, though you will no longer see them in Conductor Studio unless they are assigned to another category.

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