Symantec ALTIRIS WORKFLOW 7.0 - INSTALLATION AND CONFIGURATION GUIDE V1.0 Configuration Manual

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Altiris Workflow from
Symantec Installation and
Configuration Guide
Version 7.0

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Summary of Contents for Symantec ALTIRIS WORKFLOW 7.0 - INSTALLATION AND CONFIGURATION GUIDE V1.0

  • Page 1 Altiris Workflow from Symantec Installation and Configuration Guide Version 7.0...
  • Page 2 Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. This Symantec product may contain third party software for which Symantec is required to provide attribution to the third party ( Third Party Programs”). Some of the Third Party Programs are available under open source or free software licenses.
  • Page 3 Symantec Corporation 350 Ellis Street Mountain View, CA 94043 http://www.symantec.com...
  • Page 4: Technical Support

    The Technical Support group also creates content for our online Knowledge Base. The Technical Support group works collaboratively with the other functional areas within Symantec to answer your questions in a timely fashion. For example, the Technical Support group works with Product Engineering and Symantec Security Response to provide alerting services and virus definition updates.
  • Page 5 Troubleshooting that was performed before contacting Symantec Recent software configuration changes and network changes Licensing and registration If your Symantec product requires registration or a license key, access our technical support Web page at the following URL: www.symantec.com/techsupp/ Customer service Customer service information is available at the following URL: www.symantec.com/techsupp/...
  • Page 6 North America and Latin America supportsolutions@symantec.com Additional enterprise services Symantec offers a comprehensive set of services that allow you to maximize your investment in Symantec products and to develop your knowledge, expertise, and global insight, which enable you to manage your business risks proactively.
  • Page 7: Table Of Contents

    About Workflow 7.0 ............... 9 Prerequisites for Workflow 7.0 ............11 Operating system compatibility ............12 Where to get more information about Symantec Workflow 7.0 ..... 12 About installing Workflow 7.0 ............13 Installing Workflow for the first time ........14 Upgrading from Workflow 6.5 ..........
  • Page 8 Contents...
  • Page 9: About Workflow 7.0 And Installation

    About installing Workflow 7.0 About Workflow 7.0 Symantec Workflow 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.
  • Page 10 Description Workflow Solution Workflow Solution is the piece of Workflow 7.0 that is installed as an integrated solution on the Symantec Management Platform and is accessible through the Symantec Management Console. It facilitates licensing and reports with the platform. It also integrates Workflow Designer and Workflow Server with Symantec Management Platform.
  • Page 11: Prerequisites For Workflow 7.0

    Workflow prerequisites Table 1-2 Workflow piece Prerequisites Workflow Solution Here are the prerequisites for Workflow Solution: Symantec Management Platform 7.0 SP1, HotFix 1 or greater Microsoft .NET Framework 3.5 Symantec Management Platform Webservice 7.0 Workflow Server Workflow Server has one prerequisite:...
  • Page 12: Operating System Compatibility

    Windows Vista SP2 supported by Symantec Windows Server 2003 Windows Server 2003 32-bit Management Console. R2 SP2 64-bit R2 SP2 64-bit Where to get more information about Symantec Workflow 7.0 For more information, refer to the information sources in the following table.
  • Page 13: About Installing Workflow 7.0

    About installing Workflow 7.0 Depending on whether you are installing Workflow for the first time, the installation process has three main steps: installing through Symantec Installation Manager, downloading the installer through Symantec Management Console, and running the installer. Installing Workflow for the first time”...
  • Page 14: Installing Workflow For The First Time

    Workflow 6.5, see the following section: Upgrading from Workflow 6.5” on page 15. Installing Workflow has three main steps: installing through Symantec Installation Manager, downloading the installer through Symantec Management Console, and running the installer. Process for installing Workflow 7.0...
  • Page 15: Upgrading From Workflow 6.5

    If you do not know what persistence settings your current version of Workflow is using, refer to the following section: Determining a project's persistence setting” on page 17. Symantec recommends using the following steps to upgrade your currently-running processes from Workflow 6.5 to Workflow 7.0: Process for upgrading currently-running processes Table 1-6...
  • Page 16 If you are using a persistence setting that is not supported by Workflow 7.0, see the following section: Versioning a process” on page 19. Set Workflow 7.0 to have access to a Symantec Management Platform 7.0 server (NS 7). Step 4 Revise your projects Open each project and make the necessary changes for it to be compatible with Workflow 7.0 and Symantec Management...
  • Page 17 About Workflow 7.0 and installation About installing Workflow 7.0 Process for upgrading currently-running processes (continued) Table 1-6 Step Action Description Step 7 Install Workflow 7.0 on Install Workflow 7.0 on your production computer. When you production computer install, make sure you use the same persistence setting as you 6.5 configuration.
  • Page 18 About Workflow 7.0 and installation About installing Workflow 7.0 Persistence options (continued) Table 1-7 Persistence option Description LogicBase.Components.Default.ExchangeAdapters. Uses Exchange for persistence. This is the most common LogicBaseExchangeWorkQueue persistence setting. This setting uses either file-based or SQL-based persistence over Exchange. For information on determining whether this setting uses file-based or SQL-based persistence, see the following section:...
  • Page 19 About Workflow 7.0 and installation About installing Workflow 7.0 In the left pane, click local.config : LBQ_Local_Defaults. In the right pane, double-click local.workflow-. If the Deliver To Queue property is set to LBME.Workflow (with a prefix), the default persistence setting is file-based. If the Deliver To Queue property is set to workflowsqlexchange (with a prefix), the default persistence setting is SQL-based.
  • Page 20 About Workflow 7.0 and installation About installing Workflow 7.0...
  • Page 21: Installing Workflow 7.0

    Installation Manager 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 Console.
  • Page 22: Downloading The Workflow Installer Through The Symantec Management Console

    In the Symantec Installation Manager, click Install new products. Navigate to the Symantec Installation Manager by clicking Start > Programs > Altiris > Symantec Installation Manager. Make sure you are using the correct XML file in Symantec Installation Manager settings. You should use http://www.solutionsam.com/solutions/pl/symantec.pl.xml.
  • Page 23: Possible Installation Configurations

    Installing Workflow Solution through Symantec Installation Manager” on page 21. To download the installation file through the Symantec Management Console In the Symantec Management Console, on the Settings menu, click All Settings. In the left pane, expand Service and Asset Management, and then expand Workflow.
  • Page 24: Installing With Separate Background Processing

    Installing Workflow 7.0 Possible installation configurations Installing with separate background processing You can install the background processing for Workflow 7.0 on a different server than your primary Workflow server. Background processing refers to timeouts and escalations in your workflow processes. Installing with separate background processing Table 2-1 Step...
  • Page 25 Installing Workflow 7.0 Possible installation configurations Installing with separate background processing (continued) Table 2-1 Step Action Description Step 4 Test the configuration Create and publish a test project to test the separate background processing. Testing a separate background processing configuration” on page 26.
  • Page 26 After you have installed Workflow 7.0 in a separate background processing configuration and configured connections between your primary and secondary servers, Symantec recommends testing the configuration. Test the configuration by creating a Workflow-type project with timeouts, publish the project to both servers, invoke the process from the primary server only, and then see if the timeouts work.
  • Page 27: Installing Workflow Server

    If you are upgrading from Workflow 6.5, see the following section: Upgrading from Workflow 6.5” on page 15. After you have installed Workflow Solution in the Symantec Installation Manager and downloaded the installation file through the Symantec Management Console, you are ready to install Workflow Server.
  • Page 28 The installer is located in the directory to which you downloaded it. By default the Workflow installer is downloaded to the desktop. If you have not yet downloaded the installer, you can download it through the Symantec Management Console. Downloading the Workflow installer through the Symantec Management Console ”...
  • Page 29: Installing Workflow Designer

    If you are upgrading from Workflow 6.5, see the following section: 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.
  • Page 30 The installer is located in the directory to which you downloaded it. By default the Workflow installer is downloaded to the desktop. If you have not yet downloaded the Workflow installer, you can download it through the Symantec Management Console.
  • Page 31: Installing Process Manager

    If you are upgrading from Workflow 6.5, see the following section: 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.
  • Page 32 The installer is located in the directory to which you downloaded it. By default the Workflow installer is downloaded to the desktop. If you have not yet downloaded the Workflow installer, you can download it through the Symantec Management Console.
  • Page 33 Auto Create Users on Initial Login: this option syncs Process Manager with Active 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.
  • Page 34: Configuring Workflow 7.0

    Installing Workflow Server” on page 27. Installing Workflow Designer” on page 29. Licensing Workflow Server, Workflow Designer, and Process Manager” on page 37. Migrating links from Notification Server 6.5 to Symantec Management Platform 7.0” on page 35. Configuration involves the following steps:...
  • Page 35: Migrating Links From Notification Server 6.5 To Symantec Management Platform 7.0

    Migrating links from Notification Server 6.5 to Symantec Management Platform 7.0 Configuring Workflow 7.0” on page 34. You can migrate the links to all your published Notification Server 6.5 projects to Symantec Management Platform 7.0 when you install Workflow 7.0 through...
  • Page 36 7.0 server for them to work. Therefore, you should republish instead of migrating. The only advantage of migration is seeing links to your projects in the Symantec Management Console. It can be helpful to see them in the 7.0 console even though they will not work until you republish the projects to the 7.0 platform server.
  • Page 37: Licensing Workflow Server, Workflow Designer, And Process Manager

    If Workflow 7.0 does not appear in the list, abort migration. Complete the wizard. To see your migrated links, open the Symantec Management Console and click Manage > Workflows. Your migrated project links appear in the tree structure on the left under Published Workflows.
  • Page 38 Installing Workflow 7.0 Configuring Workflow 7.0 Where to get more information about Symantec Workflow 7.0” on page 12. The following table lists and describes the three licensing levels of Workflow 7.0. Levels of Workflow 7.0 Table 2-3 Licensing level Description Process Automation Server This is the lowest license level.
  • Page 39 Installing Workflow 7.0 Configuring Workflow 7.0 Levels of Workflow 7.0 (continued) Table 2-3 Licensing level Description Workflow 7.0 Enterprise option The Workflow 7.0 Enterprise option is not currently available.
  • Page 40 Installing Workflow 7.0 Configuring Workflow 7.0...
  • Page 41: Index

    24 Symantec Installation Manager help 12 installation 21 installation testing a separate background processing prerequisites 11 configuration 26 Symantec Installation Manager 21 workflow solution 21 installation configurations 23 upgrading 15 installing Workflow Designer 29 Workflow about installing 13...
  • Page 42 Index workflow solution installation 21...

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Altiris workflow 7.0

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