Configuring the Workflow Server

Once installed, the Workflow Server must be configured.

To configure the Workflow Server

1. Open the Workflow Server Configuration Utility under Start, All Programs, Laserfiche, Workflow 8.0.
2. Click Next in the opening step.
3. In the Workflow Service Logon step, specify a Windows account for the Workflow Server to use. Only select Local System Account if the DBMS server is on the same machine as the Workflow Server. If the DBMS server is on a different machine, select Use this account and enter a domain account with sufficient rights to access and modify the DBMS. Click Next.
4. In the Workflow Database step, configure the DBMS the Workflow Server should use. This step in the wizard will differ depending on whether you are using Microsoft SQL Server or Oracle Database.
   
   
   • Microsoft SQL Server: Specify the SQL server and database, as well as authentication credentials. Click Next.

Note: The database you specify should not be the same one used by a Laserfiche repository. Also, you can choose to have the Workflow Server and Subscriber share the same database, or use separate databases.

Note: The SQL server name will be different depending on the SQL instance. For example, <servername>\SQLExpress for Express 2005, <servername>\Laserfiche for Desktop Engine (MSDE), or servername for Server 2000 or 2005.

Note: For Windows Authentication, ensure the server login specified in the previous step has permission to access the DBMS. If you specify a different login, ensure the account specified has full rights to the DBMS.

• Oracle Database: Specify the Oracle server, user/schema, and password. Click Next.

  Note: The Oracle Database user/schema must already be in place, with the appropriate roles/privileges granted. More info.

  Note: The user/schema you specify should not be the same one used by a Laserfiche repository. Also, you can choose to have the Workflow Server and Subscriber share the same user/schema, or use separate users/schemas.

5. In the E-Mail Configuration step, specify a mail server and the sender's e-mail address for Workflow to use. The mail server address can be the IP address of the mail server or the mail server's specific server name. The mail server must be internal to the network in question. Only specify a port if you need to use a non-standard e-mail port (standard port is 25, which will be used unless you specify a different port). Click Next.
6. In the summary step, review your settings and click Finish. A success screen will appear if the Server was successfully started.