Nintex Workflow 2013 Installation Guide 6ky72

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Last updated Thursday, April 30, 2015

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Legal Notices For the latest information, please see http://en-us.nintex.com/company/legal.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex - i-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Contents Legal Notices Introduction Print-outs

i 1 2

Installation checklist Installation worksheet

2 3

Before you start

4

Plan your test and production environments Obtain with sufficient permissions Obtain Nintex license files Schedule deployment

Install Nintex products to test environment and confirm Install Nintex products to production environment Run the installers Deploy the solutions Import the license files Configure databases and other items Connect and enable Nintex Live Activate features in SharePoint

4 9 10 11

12 13 13 15 17 18 23 26

Confirm production installation

29

Test Nintex functionality Confirm installer and configuration tasks (optional) Reinstate original server settings

Troubleshoot deployment

29 29 31

32

Identify the problem Issues

32 33

Uninstall Nintex Workflow and Nintex Forms

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -ii-

36

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Introduction This document provides guidance for installing the following Nintex products to your SharePoint environment. l

Nintex Workflow 2013

l

Nintex Forms 2013

l

Nintex Live

The installation process involves planning your test and production environments, deploying to a test environment, confirming test deployment, deploying to production, and confirming production deployment. Note: This guide is intended for brand-new installations of the listed products. For information on installing product updates or upgrading and migrating Nintex products, run this search on the Nintex Connect site.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -1 -

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Print-outs Installation checklist

2

Installation worksheet

3

Installation checklist Use the following checklist to track your status in the installation process.

1. Plan Plan your test and production environments Obtain with sufficient permissions Obtain Nintex license files Schedule deployment

2. Test Deploy the solutions Import the license files Configure databases and other items Connect and enable Nintex Live Activate features in SharePoint Confirm installation

3. Install Deploy the solutions Import the license files Configure databases and other items Connect and enable Nintex Live Activate features in SharePoint Confirm installation

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -2 -

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Installation worksheet Use this worksheet to record locations of files and identifiers of servers used in installation. Environment (Production / Test / Other): ______________________________________

Nintex Workflow Files, , and server used for running installer Installer file location License file location for installation process Server for running Nintex Workflow installer

W eb applications List each web application in the SharePoint farm that is expected to use Nintex Workflow.

Databases Nintex configuration databases: Nintex configuration database name

Failover database name

Notes

Content databases: Nintex content database name SharePoint content database name Notes

Global settings Outbound SMTP Server From Address Reply to Address

Nintex Forms Installer file location License file location for installation process Server for running Nintex Forms installer Nintex Forms database name

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -3 -

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Before you start Before installing Nintex products, make sure your SharePoint environment is ready and that all preparation is complete. Plan your test and production environments

4

Obtain with sufficient permissions

9

Obtain Nintex license files

10

Schedule deployment

11

Plan your test and production environments Planning test and production environments involves meeting system requirements, reviewing topology considerations and best practices, setting up the topology for installation, and setting up the server to be used for running installers.

System requirements Following are the system requirements for Nintex Workflow and Nintex Forms. Type

Nintex Workflow 2013 Requirement

Operating Microsoft Windows Server 2008 R2 or Microsoft Windows Server 2012 system (R2 is ed) Browser To design and run Nintex workflows, use the following browser versions. client l Minimum required: Microsoft Internet Explorer 8.x l

Software

l

Recommended: Microsoft Internet Explorer 9 or greater Microsoft SharePoint Foundation 2013 or Microsoft SharePoint Server 2013 (SP1 is ed) Note: See the following Microsoft article. SharePoint 2013 SP1 in Windows Server 2012 R2.

l

SQL Server 2008 R2 SP1, SQL Server 2012, or SQL Server 2014

Hardware Web servers: Nintex Workflow requires the same minimum requirements that are required when installing SharePoint 2013. See http://technet.microsoft.com/en-au/library/cc262485.aspx. Database servers: Nintex Workflow requires the same minimum requirements that are required when installing SharePoint 2013. See http://technet.microsoft.com/en-au/library/cc262485.aspx#section3. Hard disk space is dependent on the Nintex database growth rate. This rate is affected by the following:

Type

l

The number of workflow instances that are executed

l

The number of actions in a workflow instance

l

The number of tasks assigned to used

Nintex Forms 2013 Requirement

Operating Microsoft Windows Server 2008 R2 or Microsoft Windows Server 2012 system (R2 is ed)

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -4 -

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Type Browser client

Nintex Forms 2013 Requirement To design Nintex forms, use the following browser versions. l

Minimum required: Microsoft Internet Explorer 8.x

l

Recommended: Microsoft Internet Explorer 10 or greater

To run Nintex forms, use the following browser versions. l

l

Software

l l

l

Minimum required: Microsoft Internet Explorer 8.x or latest version of Chrome, Firefox, or Safari (Mac/iOS) Recommended: Microsoft Internet Explorer 10 or greater, or latest version of Chrome, Firefox, or Safari (Mac/iOS) SQL Server 2008 R2 SP1, SQL Server 2012, or SQL Server 2014 Nintex Workflow 2013 if using Nintex Forms with Nintex Workflow (for the required version number, see the latest Nintex Forms 2013 release notes on Nintex Connect: https://community.nintex.com/docs/DOC-1161) Microsoft SharePoint Foundation 2013 or Microsoft SharePoint Server 2013 (SP1 is ed) Note: See the following Microsoft article. SharePoint 2013 SP1 in Windows Server 2012 R2.

Note: Publishing forms to Nintex Live may require special licensing for external or anonymous s. For more information, reference SharePoint Server 2013 for Internet Sites  (SharePoint FIS) licensing details, such as the following TechNet article: http://blogs.technet.com/b/volume-licensing/archive/2013/08/08/licensing-how-to-sharepointserver-2013-licensing-changes.aspx. Hardware No Nintex-specific requirements

Review topology considerations and best practices This section provides guidance on preparing your environment for Nintex installation.

High availability This section describes topology considerations and best practices related to high availability of Nintex databases. Capacity considerations Nintex Workflow follows the same scalability and limitations as SharePoint workflows; both Nintex and SharePoint use the workflow engine inside SharePoint. Storage space Size your Nintex databases according to the anticipated use of Nintex workflows and the level of complexity in those workflows (numbers of actions and tasks). Content databases and performance Nintex Workflow installation involves creating Nintex content databases and mapping them to SharePoint content databases. Nintex content databases store workflow and task history. For more information about database mapping for Nintex Workflow, see the following Nintex Connect article: Database Design Guide: Nintex Workflow.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -5 -

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

During the planning phase, determine the optimal number of Nintex content databases for your workflow traffic. Ensuring a sufficient number of content databases can improve performance of the workflow engine across all site collections in the farm as well as facilitating backup, restore, and migration. For site collections that use workflows, scale each SharePoint content database to one of the following levels of granularity, depending on the degree of traffic in your environment:  l

Multiple web applications per SharePoint content database

l

A single web application per SharePoint content database

l

l

Multiple site collections (in a single web application) per SharePoint content database A single site collection (in a single web application) per SharePoint content database

For environments with high workflow traffic, we recommend using the most granular level: a single site collection in a single web application per SharePoint content database. Following these guidelines optimizes performance by automatically distributing workflows to corresponding content databases, thereby helping to avoid workflow time-out issues. SharePoint and SQL Server For high availability guidance specific to SharePoint and SQL Server, refer to Microsoft resources at msdn.microsoft.com and technet.microsoft.com, such as the following articles:  l

Database Mirroring and Log Shipping (SQL Server)

l

Create a high availability architecture and strategy for SharePoint 2013

l

Capacity planning for SharePoint Server 2013

l

Estimate performance and capacity planning for workflow in SharePoint Server 2013

l

High Availability Solutions (SQL Server)

l

Workflow Scalability and Performance in Windows SharePoint Services 3.0

Security This section describes topology considerations and best practices related to security of Nintex databases. Ensuring security for SQL Server and SharePoint addresses the security needs of Nintex. For security guidance specific to SharePoint and SQL Server, refer to Microsoft resources at msdn.microsoft.com and technet.microsoft.com, such as the following articles: l

Security planning for SharePoint 2013 farms

l

Security Considerations for a SQL Server Installation

Backup and recovery This section describes topology considerations and best practices related to backup and recovery of Nintex databases. Database mapping Every SharePoint content database that contains site collections using Nintex Workflow should be mapped to a Nintex Workflow content database. The ideal number of SharePoint content databases per Nintex Workflow content database varies by environment. One-to-one mapping often serves smaller environments while others are

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -6 -

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

better served by grouping SharePoint content databases by department or other function and mapping each set of SharePoint content databases to a single Nintex Workflow content database. For more information, see the following Nintex Connect article: Database Design Guide: Nintex Workflow. Simultaneous backups and restores To retain integrity of data, back up and restore the related and databases at the same time. For more information, see the following article: Nintex Workflow Backup and Restore. SharePoint and SQL Server For backup and recovery guidance specific to SharePoint and SQL Server, refer to Microsoft resources at msdn.microsoft.com and technet.microsoft.com, such as the following articles: l

Plan for backup and recovery in SharePoint 2013

l

Back Up and Restore of SQL Server Databases

Set up topology for installation This section provides guidance for preparing all servers in the SharePoint farm for the Nintex installation process. This task involves ensuring that the required services are running and disabling antivirus software—on all servers in the farm.

Ensure services are running This section provides instructions for ensuring that the required services are running on all servers in the SharePoint farm. Nintex Workflow installation requires that the following Microsoft Windows and SharePoint services be running. Microsoft Windows services required: l

SharePoint istration

l

SharePoint Timer Service

SharePoint services required: l

l

Microsoft SharePoint Foundation Web Application (for Web Front End (WFE) servers) Microsoft SharePoint Foundation Workflow Timer Service Note: On application servers running Microsoft SharePoint Foundation Workflow Timer Service, the Microsoft SharePoint Foundation Web Application service can be turned off by following Microsoft’s recommended practices. See Microsoft article 2674684. The Windows PowerShell command listed in the "Resolution" section must be run on a Web Front End (WFE) server that has the Microsoft SharePoint Foundation Web Application service running. In addition, we recommend running the IISRESET command and restarting the SharePoint Timer Service after running the Windows PowerShell command.

Nintex Forms installation does not require any services to be running other than those required to run SharePoint. To ensure that required Microsoft Windows services are running on all servers in the farm

1. On each server, open the Services Microsoft Management Console (MMC) snapin.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -7 -

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Note: For instructions on accessing the Services Microsoft Management Console (MMC) snap-in, see the Microsoft TechNet Library at http://technet.microsoft.com/en-us/library/cc772408.aspx. 2. For any required services that are not running, click Start. To ensure that required SharePoint services are running on all servers in the farm

1. On the Central istration Home page, click System Settings. 2. Under Servers, click Manage servers in this farm. Each server on the farm is listed, along with services running on that server. 3. If required services are not running on a server, go back to the Central istration Home page, click System Settings, and then click Manage services on this server under Servers. 4. On the Services on Server page, select the server from the Server list to display its SharePoint services. 5. For any required services that are not running, click Start.

Disable antivirus software The installation process for Nintex Workflow and Nintex Forms requires antivirus software to be disabled. To disable antivirus software on all servers in the farm

1. On each server, note original settings for antivirus software. You'll need the original settings to revert after installation. 2. On each server, disable all antivirus software.

Set up server used for running installers Setting up the server used for running installers involves temporarily disabling Control (UAC), ensuring that the application pools are started, and ensuring that Windows PowerShell scripts can be run by the installers. Note: The Nintex Forms installer must be run on a front end server.

Note: The installers need to be run on a single server in the farm only. If you plan to use Nintex Live, choose a server that hosts SharePoint Central istration. Doing so allows you to avoid extra steps when connecting and enabling Nintex Live. To temporarily disable Control (UAC)

1. On the server that you plan to use for running the installers, from Control , select Change Control settings. 2. Note the original settings for Control (UAC). You'll need the original settings to revert after installation. 3. Disable Control (UAC). For instructions on disabling UAC, see the following URL: http://windows.microsoft.com/en-us/windows/turn---control-on-off#1TCC=windows-7

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -8 -

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

To ensure that the application pools are started

1. On a server that can access the application pools, open IIS Manager. For instructions, see http://msdn.microsoft.com/en-us/library/vstudio/bb763170 (v=vs.100).aspx. 2. Expand the server and then click Application Pools. Status is indicated for each application server, such as SharePoint - 80 and SharePoint Central istration v4. To ensure that Windows PowerShell scripts can be run by the installers

1. On the server that you plan to use for running the installers, determine if Windows PowerShell script execution is set by group policy: a. Open the Local Group Policy Editor (gpedit.msc); for instructions, see http://technet.microsoft.com/en-us/library/cc731745.aspx. b. Navigate to Local Computer Policy > Computer Configuration > istrative Templates > Windows Components > Windows PowerShell. c. Click Turn on Script Execution. d. In the Turn on Script Execution dialog box, determine if the Enabled setting is grayed out (unavailable). Unavailability of this setting indicates that group policy is used. e. Navigate to Local Computer Policy >  Configuration > istrative Templates > Windows Components > Windows PowerShell. f. Click Turn on Script Execution. g. In the Turn on Script Execution dialog box, determine if the Enabled setting is grayed out (unavailable). Unavailability of this setting indicates that group policy is used. 2. If group policy is used for script execution, ask your network to do one of the following: l

l

Allow script execution policy to be set individually (turn off group policy for that server). Set the policy to Unrestricted for the and server to be used for installation.

When the ability to execute Windows PowerShell scripts is available, you can continue on to the next step in setting up the topology for installation.

Obtain with sufficient permissions To successfully install Nintex products, obtain a with sufficient permissions.

Typical used for Nintex installation In most cases, the Farm Installation (used to install SharePoint) satisfies the permission requirements for the full installation process. To identify the Farm Installation

Note: By default, the SharePoint Central istration v4 application pool is configured to run using the Farm Installation . 1. Open IIS Manager. For instructions, see http://msdn.microsoft.com/en-us/library/vstudio/bb763170 (v=vs.100).aspx.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -9 -

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

2. Under your server, click Application Pools. 3. Select SharePoint Central istration v4. 4. Under Edit Application Pool, click Advanced Settings. The Farm Installation is indicated in the Identity row under Process Model.

Least permissions model Installation and deployment of Nintex products requires an with at least the following permissions. l

SharePoint permissions: l

Ability to modify farm properties (required to import the license file). Any in the Farm s group has the ability to modify farm properties. To view of this group, navigate to Central istration > Security > s > Manage the farm s group.

l

SharePoint_Shell_Access role hip for the SharePoint configuration database, Central istration database, and all SharePoint content databases. For instructions on provisioning this hip using Windows PowerShell, see http://technet.microsoft.com/en-us/library/ff607596(v=office.15).aspx. For more information about permissions and security settings in SharePoint 2013, see http://technet.microsoft.com/enus/library/cc678863(v=office.15).aspx.

l

SQL Server permissions: l l

Ability to create databases as well as modify permissions on databases. A Microsoft Windows-based to SQL Server that is a member of the following roles: l

security fixed server role

l

dbcreator fixed server role

l

l

Windows PowerShell permissions: l

l

l

db_owner fixed database role for all databases in the server farm that will be used during installation

SharePoint_Shell_Access role hip (required to access parts of SharePoint via Windows PowerShell). Ability to run Windows PowerShell scripts if script execution is set by group policy; needed for the server on which the installers are run only. For more information, see "To ensure that Windows PowerShell scripts can be run by the installers" on the previous page.

Windows permissions: l

hip of the s group for every server in the farm. To determine if a has local rights on the server, view the s group: In the Services Microsoft Management Console (MMC) snap-in, expand Local s and Groups, expand Groups, and double-click s. If your is not listed, note original status for reverting after installation is complete, then add the to the group. For information about Local s and Groups in the Services Microsoft Management Console (MMC) snap-in and instructions on adding s to the s group, see http://msdn.microsoft.com/enus/library/ee250492(v=bts.10).aspx.

Obtain Nintex license files Make sure your Nintex license files are up to date.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -10-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

If you have questions about your license files, your Nintex territory manager or your Nintex Partner.

Schedule deployment To minimize interruption of services, determine the best time for deployment to production. Follow best practices for announcing deployment.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -11-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Install Nintex products to test environment and confirm Complete all installation steps on a test SharePoint environment and then confirm successful installation. See "Install Nintex products to production environment" on the next page and "Confirm production installation" on page 29.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -12-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Install Nintex products to production environment This section provides guidance for installing Nintex Workflow and Nintex Forms to your production environment. Installation involves running the installers, deploying the provided Nintex solutions, importing the Nintex license files, configuring databases, connecting and enabling Nintex Live, and activating Nintex features in SharePoint.

Run the installers Run the installer for each product being installed. You can the installer files from the product page of the Nintex Connect site at https://community.nintex.com. For more information, your Nintex territory manager or your Nintex Partner.

Nintex Workflow installer This section applies to installation of Nintex Workflow. If you are not installing Nintex Workflow, you can skip this section. To install Nintex Workflow

1. Set up a server for running the installers. See "Set up server used for running installers" on page 8. 2. Double-click the installer file to display the installation dialog box. Example installer file: NintexWorkflow2013Int.exe Note: To run the installer with a other than the logged-in , press and hold SHIFT, right-click the installer file, select Run as different , and then enter the credentials for the desired . 3. On the Welcome to the Installation Wizard page, click Next. 4. On the License Agreement page, review the license, click I Agree, and then click Next. 5. Nintex Live: Choose the desired option. l

To install Nintex Live, select the check box for Install Nintex Live and then click Next. Note: Any currently installed version of Nintex Live is automatically upgraded regardless of the selected option.

Note: For more information on Nintex Live, see "Connect and enable Nintex Live" on page 23. For licensing information, see www.nintex.com/licensing. l

To continue without installing Nintex Live, clear the check box for Install Nintex Live and then click Next.

6. Click Yes to initiate adding the solution to SharePoint and then click Next. Note: You can optionally select No to export the Nintex Workflow solutions for manual deployment later. Installation status is indicated by messages and a progress bar.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -13-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

7. When installation is complete, click Close to close the installation dialog box. The installer installs Nintex-named assemblies and SharePoint features locally. For more information, see "Nintex assemblies and features" on page 29. The solutions are now available for deployment to your SharePoint farm. For instructions on deploying solutions, see "Steps for deploying solutions" on the next page.

Nintex Forms installer This section applies to installation of Nintex Forms. If you are not installing Nintex Forms, you can skip this section. To install Nintex Forms

Note: The Nintex Forms installer must be run on a front end server. 1. If you plan to use Nintex Forms with Nintex Workflow, make sure that the Nintex Workflow solutions are already deployed to the required Web applications. 2. Set up a server for running the installers. See "Set up server used for running installers" on page 8. 3. Double-click the installer file to display the installation dialog box. Example installer file: NintexForms2013Int.exe Note: To run the installer with a other than the logged-in , press and hold SHIFT, right-click the installer file, select Run as different , and then enter the credentials for the desired . 4. On the Welcome to the Installation Wizard page, click Next. 5. On the License Agreement page, review the license, click I Agree, and then click Next. The Installing page appears with a description of the Nintex Live installation. 6. Nintex Live: Choose the desired option. To install Nintex Live, select the check box for Install Nintex Live and then click Next.

l

Note: Any currently installed version of Nintex Live is automatically upgraded regardless of the selected option.

Note: For more information on Nintex Live, see "Connect and enable Nintex Live" on page 23. For licensing information, see www.nintex.com/licensing. l

To continue without installing Nintex Live, clear the check box for Install Nintex Live and then click Next.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -14-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

7. On the Confirm Installation page, click Yes to initiate adding the solution to SharePoint and then click Next. Installation status is indicated by messages and a progress bar. Note: You can optionally select No to export the Nintex Workflow solutions for manual deployment later. 8. When installation is complete, click Close to close the installation dialog box. The installer installs Nintex-named assemblies and SharePoint features locally. For more information, see "Nintex assemblies and features" on page 29. The solutions are now available for deployment to your SharePoint farm. For instructions on deploying solutions, see "Steps for deploying solutions" below.

Deploy the solutions Sequence of solution deployment Use the following sequence when deploying your Nintex solutions. 1. Nintex Workflow a. NintexWorkflow2013core.wsp b. NintexWorkflow2013.wsp c. Other Nintex Workflow solutions as desired, in any sequence 2. Nintex Forms Note: If a backwards-compatible interface solution was provided for the product and you decide to use it, deploy it after all other solutions for the given product.

Steps for deploying solutions Follow these instructions to deploy each Nintex solution to your SharePoint environment. To deploy a Nintex solution

1. On the Central istration Home page, click System Settings. 2. In the Farm Management section, click Manage farm solutions. The Solution Management page appears. Solution deployment status is indicated in the Status column; the Web applications to which the solutions are deployed are indicated in the Deployed To column.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -15-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

3. Determine the required Web application deployments for each solution by reviewing the following table. Disregard solutions for Nintex products that you are not installing. Solution name (ordered alphabetically)

Description

Required deployments (Web applications) All content Web applications

Central istration Web application

nintexforms2013.wsp

Nintex Forms 2013 web applicationspecific functionality

(globally deployed automatically)

(globally deployed automatically)

nintexforms2013core.wsp

Nintex Forms 2013 farmwide functionality

(globally deployed automatically)

(globally deployed automatically)

nintexforms2013backwardscompatibilityui.wsp

Nintex Forms Yes 2013 backwards-compatible interface (optional)

No

nintexlivecore.wsp

Nintex Live

(globally deployed automatically)

(globally deployed automatically)

nintexworkflow2013core.wsp

Nintex Workflow 2013 farm-wide functionality

(globally deployed automatically)

(globally deployed automatically)

nintexworkflow2013.wsp

Nintex Workf- Yes* low 2013 web application- specific functionality

Yes*

nintexworkflow2013backwardscompatibilityui.wsp

Nintex Workf- Yes low 2013 backwardscompatible interface (optional)

Yes

nintexworkflow2013enterprisefeatures.wsp

Nintex Workf- Yes low 2013 Enterprise (for Enterprise reporting)

Yes

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -16-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Solution name (ordered alphabetically)

Description

Required deployments (Web applications) All content Web applications

nintexworkflow2013enterprisefeaturesbackwardsc ompat.wsp

Nintex Workf- Yes low 2013 Enterprise backwardscompatible interface (optional) (for Enterprise reporting); ensures that Enterprise features render correctly when a site is running in backwards compatibility mode

Central istration Web application Yes

* Before deploying nintexworkflow2013.wsp, confirm that nintexworkflow2013core.wsp has been deployed. 4. If deployment to all content Web applications is required, do the following: Note: Make sure you deploy the solution to all content Web applications first (if required). Make sure you deploy Nintex Workflow solutions before Nintex Forms solutions (if using Nintex Forms with Nintex Workflow). a. Display the Deploy Solution page: Click the solution that you want to deploy and then click Deploy Solution. b. In the Deploy When? section, select Now. c. In the Deploy To? section, select All content Web applications. d. Click OK. 5. If deployment to the Central istration Web application is required, do the following: a. Display the Deploy Solution page: Click the solution that you want to deploy and then click Deploy Solution. b. In the Deploy When? section, select Now. c. In the Deploy To? section, select the URL for the Central istration Web application. d. Click OK.

Import the license files For full product functionality you must have a license file issued by Nintex for each product. Each license can be either a full production license or an evaluation license. The license files must be imported into SharePoint Central istration.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -17-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Note: No separate license file is required for Nintex Live; however, the product-specific license key must be explicitly activated for Nintex Live. To import each license file

1. On the Central istration Home page, display the licensing page for your product: l

l

For Nintex Workflow, click Nintex Workflow Management and then click Licensing. For Nintex Forms, click Nintex Forms Management and then click Licensing.

2. On the selected licensing page, click Import. The page displays a Browse button. 3. Click Browse to locate your license file and then click Import. The licensing information is displayed. 4. Click OK. When all license files have been imported, you can proceed to configure databases for Nintex Workflow and Nintex Forms.

Configure databases and other items Nintex Workflow configuration This section provides guidance on configuration tasks for Nintex Workflow, including configuring databases, activating web applications, enabling workflow actions, configuring email settings, and setting up LazyApproval. This section applies to installation of Nintex Workflow. If you are not installing Nintex Workflow, you can skip this section.

Configure databases for Nintex W orkflow This section provides instructions for Nintex Workflow database configuration. Nintex Workflow requires a configuration database. While the configuration database can technically serve as the sole content database for Nintex Workflow, we recommend multiple content databases to ensure high availability. For more information, see "Content databases and performance" on page 5. To set up configuration and content databases

1. Create a Nintex configuration database: a. On the Central istration Home page, click Nintex Workflow Management. b. Click Database setup. c. In the Configuration Database section, click Create. d. On the Create configuration database page, enter the name of your database server and enter a database name. Note: The default value for Database Server is the default SharePoint database server. e. Click OK. A database connection string appears in the Configuration Database section.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -18-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

2. Add content databases as needed to store workflow and task history (optional; see "Content databases and performance" on page 5): a. To redisplay the database setup page, on the Central istration Home page, click Nintex Workflow Management and then click Database setup. b. For each content database to be added, do the following: i. In the Content Databases section, click Add content database. ii. In the Add content database page, enter the name of your database server and a database name; leave all other settings as default. iii. Click OK. A database connection string appears in the Configuration Database section. 3. Map Nintex content databases to SharePoint content databases: a. To redisplay the database setup page, on the Central istration Home page, click Nintex Workflow Management and then click Database setup. b. Click Manage database mappings. c. For each SharePoint content database corresponding to a site collection that uses Nintex Workflow, select a Nintex Workflow content database under Map to Workflow Content Database. For more information about database mapping for Nintex Workflow, see the following Nintex Connect article: Database Design Guide: Nintex Workflow. d. Click OK. 4. Run the IISreset command to implement the changes: a. Start a command prompt as an . For instructions, see the following TechNet article: http://technet.microsoft.com/en-us/library/cc947813(v=WS.10).aspx b. Enter the following command. IISreset

Activate the web applications Nintex Workflow requires activation of web applications that will use the product. To activate the web applications

1. On the Central istration Home page, click Nintex Workflow Management. 2. Click Web Application activation. The default web application name is automatically selected. 3. To activate all web applications for Nintex Workflow, select the check box for All content web applications and then click Activate. 4. To activate a subset of web applications for Nintex Workflow, select each web application and then click Activate; repeat until all desired web applications have been activated.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -19-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Enable actions for Nintex W orkflow This section provides instructions for enabling Nintex Workflow actions. Only the actions you enable are displayed in the Workflow designer. To enable Nintex workflow actions

1. On the Central istration Home page, click Nintex Workflow Management. 2. Click Manage allowed actions. By default, for new installations, no actions are selected. 3. Click the check box in the heading row to enable all actions. Alternatively, to enable a subset of the available actions, select the check box for each desired action. Enabled actions become available in the Workflow designer. 4. Click OK. The web.config file for each web application is updated to list enabled actions as safe controls.

Configure SharePoint email prerequisites This section provides instructions for completing SharePoint email settings that are required for using LazyApproval and sending email from Nintex workflows. SharePoint email settings include configuring incoming email, confirming that required services are running, and ensuring that incoming emails are sent to the correct servers. To configure incoming email for the farm l

See the following Microsoft article: Configure incoming email for a SharePoint 2013 farm. SharePoint automatically populates the incoming email address for the farm using the fully qualified domain of the server. To view or edit this address, go to the Central istration Home page, click System Settings, and then click Configure Incoming E-mail Settings.

To confirm that required services are running l

On each server in your farm that is running the service Microsoft SharePoint Foundation Incoming E-Mail, do the following:  For this service...

Do this to confirm that the service is running:

Microsoft On the Central istration Home page, click Manage SharePoint Found- servers on this farm (under System Settings). ation Incoming EMail Microsoft On the Central istration Home page, click Manage SharePoint Found- servers on this farm (under System Settings). ation Web Application SMTP Reference the "Install and configure the SMTP service" section of the following Microsoft article: Configure incoming email for a SharePoint 2013 farm. To ensure that incoming emails are sent to the correct servers (environments with multiple front-end servers) l

Configure your load balancer to forward incoming emails to servers with the SMTP service enabled. Refer to your organization's SharePoint environment documentation.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -20-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Configure Nintex W orkflow email settings This section provides instructions to configure email settings for Nintex Workflow. To configure email settings for Nintex Workflow

1. Ensure that the SharePoint email prerequisites are met. For more information, see "Configure SharePoint email prerequisites" on the previous page. 2. On the Central istration Home page, click Nintex Workflow Management. 3. Click Global settings. 4. Under Email settings, enter the following details. l

Outbound SMTP Server Enter the URL used for outgoing mail in your SharePoint farm. Example: exchange.example.com

l

From Address Example: [email protected]

l

Reply To Address Example: [email protected].

5. Edit other settings on the page as needed for your environment. 6. Click OK.

Set up LazyApproval LazyApproval allows s to respond to requests in real language, even when on the go and without access to the SharePoint portal. Setting up LazyApproval involves enabling LazyApproval for the server farm, configuring the LazyApproval alias for email, and optionally editing phrases recognized and ignored by the LazyApproval process. To set up LazyApproval

1. Ensure that SharePoint email prerequisites and Nintex Workflow email settings are configured. For more information, see "Configure SharePoint email prerequisites" on the previous page and "Configure Nintex Workflow email settings" above.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -21-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

2. Go to the LazyApproval Settings page: a. On the Central istration Home page, click Nintex Workflow Management. b. Click LazyApproval settings. c. Click Enable / Disable LazyApproval for the current server farm. Note: The page displays a message if either of the following requirements is missing: email configuration for Nintex Workflow and incoming email for the farm. For more information, see "Configure SharePoint email prerequisites" on page 20 and "Configure Nintex Workflow email settings" on the previous page. 3. Under Enable LazyApproval via email, select Yes. 4. In the Email alias text box, enter a unique name. The alias is the name that will be used as the email address that sends the notifications and accepts the LazyApproval replies. The domain is determined by the incoming email address for the farm. To view or edit this address, go to the Central istration Home page, click System Settings, and then click Configure Incoming E-mail Settings. Example: [email protected] Note: Ensure that the email alias complies with standard SharePoint requirements for email-enabled document libraries and lists. For example, the email alias cannot have an inbox in Exchange as having one prevents transmission to SMTP.

Note: s in Active Directory are not required. There is no need for Directory Management Service. 5. Click OK to save changes. Note: If the Reply To Address setting under Nintex Workflow > Global settings differs from the Alias setting, then Nintex updates the Reply To Address setting to match the Alias setting. These email settings must be identical for LazyApproval to function. The changes propagate to all servers within about 15 minutes. A list of phrases recognized and ignored by the LazyApproval process appears. 6. Add, edit, or remove phrases at your discretion. l

l

l

l

l

To add a recognized phrase, click Create a new LazyApproval term for the current server farm and enter the desired phrase and outcome. To edit a recognized phrase, click the phrase, then change settings in the Edit LazyApproval Phrase page. To remove a recognized phrase, click the phrase, then click Delete in the Edit LazyApproval Phrase page. To add an ignored phrase, click Create a term to ignore and enter the desired phrase. To remove an ignored phrase, click the Delete icon next to the phrase.

The changes propagate to all servers within about 15 minutes. 7. (Optional) To implement changes immediately, run the IISreset command.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -22-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Nintex Forms configuration This section applies to installation of Nintex Forms. If you are not installing Nintex Forms, you can skip this section. Configuring settings for Nintex Forms involves creating the database and activating features on the relevant web applications. The Nintex Forms database stores Nintex Forms configuration and application settings. To create the database for Nintex Forms

Note: The Nintex Forms database is required. 1. On the Central istration Home page, click Nintex Forms Management. 2. Click Manage database. When Nintex Forms is newly installed, the Manage Database page displays default settings for the Nintex Forms database. 3. If needed, edit the database settings. 4. Click OK to create the database. To activate Nintex Forms on a web application

1. On the Central istration Home page, click Application Management. 2. In the Web Applications section, click Manage web applications. 3. In the Name column, select the web application on which you want to activate Nintex Forms. For example, select SharePoint -80. 4. In the Web Applications ribbon, click Manage Features. The Manage Web Application Features dialog box appears. 5. In the Nintex Forms section, click Activate. After a short delay, the dialog box refreshes and the status is "Active." 6. Click OK.

Connect and enable Nintex Live This section applies to installation of Nintex Live. If you are not installing Nintex Live, you can skip this section. Connecting and enabling Nintex Live involves establishing a connection to Nintex Live, enabling Nintex Live for Nintex Workflow and Nintex Forms, ing the SharePoint farm, and optionally changing the managed that runs the Nintex Live services. Following are the features requiring enabling for Nintex Live:  l

l

Nintex Live for Nintex Workflow: Allows s to add web services from the Nintex Live Catalog to the Nintex workflow actions toolbox. Nintex Live Forms: Allows form designers to make designated forms available to internet s via Nintex Live, with anonymous or secure access via third-party authentication providers.

To connect and enable Nintex Live

1. If Nintex Live was not installed from the installer, manually install and deploy it.  The Nintex Live solution is named nintexlivecore.wsp; you must also import all certificates from the “Certs” folder. This solution and its certificates are located in the installation folder for Nintex Workflow and for Nintex Forms when the relevant option is selected from the installer, causing the solution to be exported for later deployment.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -23-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

2. If Nintex Live was installed on a machine that does not host SharePoint Central istration, run the following command:  a. Log on to the server hosting SharePoint Central istration. b. Open a SharePoint PowerShell command prompt and run the following command: install-liveservice

3. Make sure the certificates used by Nintex Live are available. a. On the Central istration Home page, select Security. b. In the General Security section, click Manage trust. c. Review availability of the following certificates; if any are unavailable, update to make them available. l

Baltimore CyberTrust Root.crt

l

GTE CyberTrust Global Root.cer

l

Microsoft Internet Authority.cer

l

Microsoft Secure Server Authority.cer

l

Thawte Primary Root CA.cer

l

Thawte SSL CA.cer

4. Enable Nintex Live for Nintex Workflow. a. On the Central istration Home page, select Nintex Workflow Management. b. Click Live settings. c. In the Enable Nintex Live for Nintex Workflow section, click Enable and then click OK. 5. Enable Nintex Live for Nintex Forms. a. On the Central istration Home page, select Nintex Forms Management. b. Click Live Forms settings. c. In the Enable Nintex Live Forms section, click Enable. d. To allow Live Forms to be submitted by anonymous s over the Internet, in the Allow anonymous form submissions section, select Yes, and then confirm the action. Note: Allowing anonymous form submissions may require Microsoft server internet licensing.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -24-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

6. Establish a connection to Nintex Live. The Nintex Live Framework (installed with Nintex Live) requires a connection to the internet to communicate with Nintex Live. a. On the Central istration Home page, select Nintex Live Management. b. Click Health Checks. If the connection to Nintex Live can be established, a "Success" message is displayed in the status column. Note: If your network requires a proxy server to access the internet, specify the server details in the Proxy server section. These settings are specific to the Nintex Live Framework and will be the only application allowed access to the internet. 7. Confirm that the server can access the Nintex Live URLs: From the server running the Nintex Live services, navigate to each of the following URLs. l

https://live.nintex.com

l

https://liveservices.nintex.com

l

https://nintexlive.blob.core.windows.net/serviceicon

l

https://nintexrelay.servicebus.windows.net/

Nintex Live Relay Service accesses these URLs for both Nintex Workflow and Nintex Forms. 8. Nintex Forms:  the SharePoint farm for Nintex Live for Mobile Access. a. If you have a firewall in place, make the following ports accessible (the ports will be used by Nintex Live Relay Service). l

9351/HTTP

l

80/HTTP

l

443/HTTP

b. On the Central istration Home page, click Application Management. c. In the Service Applications section, click Manage services on server. d. Click Start for Nintex Live Relay Service. e. Click Nintex Forms Management and then click Manage Live Mobile Access. f. Click Enable.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -25-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

9. Nintex Forms: Change the managed that runs the Nintex Live services (optional). Note: Nintex Forms 2013: The option to change this is available in v.3.0.3.1 and greater. Applicable services: Nintex Live Relay Service. a. Obtain a managed with the following access and group hips: l

l

l

Appropriate access to the Nintex Forms and Nintex Workflow databases Access to the SharePoint lists and web applications that may be used by the Live service hip in the Farm istration group on the SharePoint farm

b. On the Central istration Home page, click Security. c. Change the for Nintex Live Relay Service: i. In the General Security section, click Configure service s to display the Service s page. ii. In the first drop-down menu, select Windows Service – Nintex Live Relay Service. iii. From the Select an for this component drop-down menu, select the appropriate . iv. Click OK.

Activate features in SharePoint Nintex Workflow must be activated on both the site collection and relevant sites; Nintex Forms needs activation on the site collection only. To activate features on each relevant site collection in your SharePoint environment

1. From your top site level home page, access Site Settings (in SharePoint 2013, use the gear icon). 2. In the Site Collection istration section, click Site collection features.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -26-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

3. Nintex Workflow: For each feature listed, in the sequence listed, click Activate to activate. a. Activate Nintex Workflow 2013. This feature allows SharePoint lists and libraries in this site collection to utilize Nintex Workflow features. After a short delay, the page refreshes and the feature status becomes “Active.” b. Activate each additional feature desired. Feature (listed in alphabetical order) Nintex Workflow 2013 InfoPath Forms

Description

Nintex Workflow 2013 Reporting Web Parts

Allows the Nintex Workflow Enterprise reporting web parts to be added to sites in this site collection.

Allows Nintex Workflow to use start forms and task forms designed with Microsoft InfoPath 2013 or Microsoft InfoPath 2010.

Note: This feature is only available for the Enterprise edition of Nintex Workflow. Nintex Workflow 2013 Web Parts

Allows the Nintex Workflow web parts to be added to sites in this site collection.

c. If using Nintex Live, activate Nintex Workflow - Nintex Live Catalog. This feature allows Nintex Workflow designers to browse the Nintex Live Catalog. Note: This feature is only available if Nintex Live was installed and deployed.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -27-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

4. Nintex Forms: For each feature listed, in the sequence listed, click Activate to activate. a. Activate Nintex Forms Prerequisites Feature. This feature allows SharePoint lists and libraries in this site collection to utilize Nintex Forms features. After a short delay, the page refreshes and the feature status becomes “Active.” b. Activate each additional feature desired. Feature (listed in alphabetical order) Nintex Forms for Nintex Workflow

Description

Nintex Forms for SharePoint List Forms

Allows SharePoint lists and libraries in this site collection to utilize Nintex Forms features.

Nintex Live Forms

Allows Nintex Forms designers to publish forms to Nintex Live

Allows Nintex Workflow in this site collection to utilize Nintex Forms features.

Nintex Forms features are now ready to use on all sites in the site collection; Nintex Workflow features require activation in each relevant site in the site collection. To activate features on each relevant site in your SharePoint environment (Nintex Workflow only)

This section applies to installation of Nintex Workflow. If you are not installing Nintex Workflow, you can skip this section. 1. From your top site level home page, access Site Settings (in SharePoint 2013, use the gear icon). 2. In the Site Actions section, click Manage site features. 3. On the Site Features page, for each desired feature, click Activate.  Feature (listed in alphabetical order) Functionality Nintex Workflow 2013 Nintex Workflow Nintex Workflow 2013 Enterprise Nintex Workflow Enterprise Reporting reporting Note: This feature is only available for the Enterprise edition of Nintex Workflow. After a short delay for each feature activation, the page refreshes and the feature status becomes “Active.” Nintex Workflow features are now ready to use on the site.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -28-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Confirm production installation This section provides guidance on confirming successful installation of Nintex products. This confirmation involves testing Nintex functionality, confirming that installer and configuration tasks were completed, and reinstating original server settings.

Test Nintex functionality Make sure you test functionality for Nintex on each SharePoint list and library expected to use Nintex Workflow or Nintex Forms. To test functionality for Nintex Workflow (SharePoint document library) l

Select the Library tab from the ribbon, click Workflow Settings, and then select Nintex Workflow to display the Nintex Workflow designer; add workflow actions and publish.

To test functionality for Nintex Workflow (SharePoint list) l

Select the List tab from the List Tools ribbon , click Workflow Settings, and then select Nintex Workflow to display the Nintex Workflow designer; add workflow actions and publish.

To test functionality for Nintex Forms (SharePoint list only) l

Select the List tab from the List Tools ribbon and then click Nintex Forms to display configuration options for the default Nintex form.

Confirm installer and configuration tasks (optional) As part of confirming successful installation, you can confirm that expected installer and configuration tasks were completed. Following is a summary of these tasks. l

Nintex assemblies and features

l

Solution deployments

l

Licensing

l

Databases

l

Enabled actions (safe controls)

Nintex assemblies and features As part of confirming installation, you can check for Nintex-named assemblies and SharePoint features. The Nintex installers install assemblies and SharePoint features locally. Assemblies are installed into the Global Assembly Cache (GAC). Both .NET Framework 3.5 and .NET Framework 4.0 assemblies are installed. SharePoint features are installed into the SharePoint 2013 hive.

Solution deployments During installation, the Nintex solutions need to be deployed to all required Web applications. For more information, see "Steps for deploying solutions" on page 15. To view deployment status for solutions in the farm

1. On the Central istration Home page, click System Settings. 2. In the Farm Management section, click Manage farm solutions. The Solution Management page appears. Solution deployment status is indicated in the Status column; the Web applications to which the solutions are deployed are indicated in the Deployed To column.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -29-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Licensing During installation, the license files for installed products need to be imported into SharePoint Central istration as indicated in "Import the license files" on page 17. To view imported license files l

l

On the Central istration Home page, click the option for your product (Nintex Workflow Management or Nintex Forms Management) and then click Licensing. For Nintex Live, click Nintex Live Management and then click Health checks. 

Databases Successful installation of Nintex Workflow requires that a configuration database exist as well as any additional Nintex content databases needed for your environment; all Nintex content databases must be mapped to the corresponding SharePoint content databases. For more information, see "Content databases and performance" on page 5. For Nintex Forms, confirm that the automatically created database exists. See "Nintex Forms configuration" on page 23. In addition to ensuring that all required databases are set up, confirm that the web application s are of the custom database role WSS_Content_ Application_Pools for all Nintex databases. This hip configuration is completed by Nintex installers; the WSS_Content_Application_Pools database role has all required SELECT and EXECUTE rights to the database required for Nintex functionality. To confirm database role hips for web application s

1. Identify the names of all web applications used by Nintex. a. On the Central istration Home page, click Application Management. b. In the Web Applications section, click Manage web applications. Example name of web application: SharePoint - 80 2. Identify the for each web application. a. On the Central istration Home page, click Security. b. In the General Security section, click Configure service s. c. In the Service s page, select the web application name identified in the previous step. Note: The web application name is prefixed by the phrase "Web Application Pool."  Example: Web Application Pool - SharePoint - 80 The for the web application is identified under Select an for this component. Example : NINTEXTEST/PM13-SPWebApp01

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -30-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

3. View the database role hip for each on all Nintex databases. a. View the s for the database server containing the Nintex databases: In Microsoft SQL Server Management Studio, expand the database server folder, expand the Security folder, and then expand the s folder. b. Double-click the identified in the previous step to display the properties dialog box. c. Click the Mapping page to view the databases mapped to the . d. For each Nintex database: i. Confirm that the check box for the database is selected. ii. Select the database to display the database role hips, and then confirm that the check box for WSS_Content_Application_ Pools is selected. If the check box for the database is not selected, or if the check box for WSS_Content_Application_Pools is not selected, go ahead and select it and then click OK.

Enabled actions (safe controls) When workflow actions are enabled in SharePoint, the web.config files for the web applications are updated with "safe controls."  To confirm that web.config files were updated with Nintex "safe controls" l

From IIS Manager, right-click the web application, select Explore to view its files in Windows Explorer, and then open the web.config file in a text editor. Example excerpt from web.config file indicating enabled actions:  <SafeControl Assembly="Nintex.Workflow.ServerControls, Version=1.0.0.0, Culture=neutral, PublicKeyToken=913f6bae0ca5ae12" Namespace="Nintex.Workflow.ServerControls" TypeName="*" Safe="True" />

Reinstate original server settings When installation is complete, reinstate original server settings across the farm. On the server used for running the installers, reinstate the following server settings (see "Set up server used for running installers" on page 8):  l l

l

Control: reinstate at the original level rights: If you added the Farm Installation (or other used for installation) to the s group for the server on which you installed Nintex, remove the from the group. Leaving the in the s group results in report warnings from the SharePoint Health Analyzer. Group policy for script execution: reinstate if needed

On all servers in the farm, reinstate the following server settings (see "Disable antivirus software" on page 8):  l

Antivirus software: re-enable original programs

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -31-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Troubleshoot deployment This section describes ways to narrow down deployment problems as well as resolutions for deployment issues that may come up.

Identify the problem This section describes methods for narrowing down problems with solution deployment.

Deploy test solution packages Deployment issues with the Nintex Workflow solution package (nintexworkflow2013.wsp) may indicate an issue with the SharePoint environment. If you suspect issues with the SharePoint environment, you can deploy test solution packages to determine if the deployment issues persist. The following test solution packages are available from Nintex:  l

TestingSolutionGlobal.zip: This solution deploys globally; no URL needs to be specified. The solution creates the following file: C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\TEMPLATE\TestingSolutionGlobal.txt If Solution 1 does deploy correctly, then please try Solution 2 as well, which is slightly more advanced.

l

TestingSolutionForWebApps.zip: This solution requires selection of a web application. The solution creates the following file: C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\TEMPLATE\TestingSolutionForWebApps.txt The solution also deploys a file called SimpleSolution.dll to the GAC and adds an entry to the web.config file for the web application as follows: <SafeControl Assembly="SimpleSolution, Version=1.0.0.0, Culture=neutral, PublicKeyTokenn=a10b52b9b77b11de" Namespace="SimpleSolution" TypeName="*" Safe="True" />

Note: The SimpleSolution.dll contains no code that executes. To deploy test solution packages

1. the test solution packages from the following URLs:  http://.nintex.com/sl/files/TestingSolutionGlobal.zip http://.nintex.com/sl/files/TestingSolutionForWebApps.zip 2. Run the following command to add the solutions to the solution store: sts.exe -o addsolution -filename <path to wsp file>

For a mapping of Sts operations and their equivalent Windows PowerShell cmdlets, see the following Microsoft TechNet article: http://technet.microsoft.com/en-us/library/ff621081.aspx 3. Deploy the test solution packages from Central istration. For instructions, see "Steps for deploying solutions" on page 15. If deployment does not successfully complete with one or more of the test solution packages, the SharePoint environment may have an issue. We suggest ing Microsoft for additional with your SharePoint environment. If deployment successfully completes with both test solution packages, Nintex .

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -32-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Review SharePoint ULS log files The SharePoint Unified Logging Service (ULS) log files may contain helpful information for troubleshooting issues with deployment of solution packages. For example, the following error suggests a critical timer job error related to internal SharePoint problems persisting objects to the database. These errors also mention an "update conflict" as experienced when attempting solution deployment. This underlying issue may be preventing solution deployment and should thus be resolved. Microsoft for additional if presented with this error. “The Execute method of job definition Microsoft.Office.Server.Search.istration.IndexingScheduleJobDefinition (ID xxxxxxxxxxxx-xxxx-xxxx-xxxxxxxxxxxx) threw an exception. More information is included below. An update conflict has occurred, and you must re-try this action. The object IndexingScheduleJobDefinition Name=Indexing Schedule Manager on servername Parent=SearchService Name=OSearch is being updated by DOMAIN\name, in the OWSTIMER process, on machine SERVERNAME. View the tracing log for more information about the conflict." By default, ULS logs are located in the SharePoint hive. For example, the default location for SharePoint 2013 ULS logs is %ProgramFiles%\Common Files\Microsoft Shared\Web Server Extensions\15\Logs. Note: For more information about ULS logging, see the following MSDN article. http://msdn.microsoft.com/en-us/library/office/ff595318(v=office.14).aspx. In your review of the log files, search for logged information during the time range in which the solution was scheduled to be deployed. To aggregate all log files from SharePoint servers l

Use the Merge-SPLogFile cmdlet in a SharePoint Management Shell window.

Issues This section provides guidance for resolving common issues related to deployment.

Installation error for " SVC": Nintex Forms 2013 Symptom

The installer displays the following error message: “ SVC must be running in order to create deployment timer job.” Cause

The Microsoft Windows service SharePoint istration is not running. Resolution

Make sure that the service is running. For instructions, see "Ensure services are running" on page 7.

LazyApproval issues occur For help troubleshooting LazyApproval issues, see the following Nintex Connect article: LazyApproval Guide.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -33-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Nintex icons missing from Central istration Symptom

Nintex icons are missing from Central istration. Cause

The Central istration feature is not activated. It's possible that the Nintex Workflow or Nintex Forms solution was deployed to the front-end web servers but not to the server hosting SharePoint Central istration. Resolution

To resolve this issue, deploy the Nintex Workflow and Nintex Forms solutions to the Central istration Web application; if needed, activate the relevant Nintex features manually using Sts commands. To deploy the solutions to Central istration

1. On the Central istration Home page, click System Settings. 2. In the Farm Management section, click Manage farm solutions. The Solution Management page appears. Solution deployment status is indicated in the Status column; the Web applications to which the solutions are deployed are indicated in the Deployed To column. 3. Deploy the Nintex Workflow and Nintex Forms solutions to the Central istration Web application: a. Display the Deploy Solution page: Click the solution that you want to deploy and then click Deploy Solution. b. In the Deploy When? section, select Now. c. In the Deploy To? section, select the URL for the Central istration Web application. d. Click OK. To activate Nintex Workflow features on Central istration l

Run the following command, where http://centralurl:port is replaced with the URL and port for the Central istration Web application. sts.exe -o activatefeature -name nintexworkflow -url http://centralurl:port

To activate Nintex Forms features on Central istration l

Run the following command, where http://centralurl:port is replaced with the URL and port for the Central istration Web application. sts.exe -o activatefeature -name NintexFormsWeb -url http://centralurl:port

Solution package is listed as error: Nintex Workflow Symptom

The Nintex Workflow solution package (nintexworkflow2013.wsp) is listed as error. Cause

The solution may not have been deployed correctly. Resolution

1. Confirm that the SharePoint istration service is running. See "Ensure services are running" on page 7.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -34-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

2. Run the following sts command: sts.exe -o execsvcjobs

For a mapping of Sts operations and their equivalent Windows PowerShell cmdlets, see the following Microsoft TechNet article: http://technet.microsoft.com/en-us/library/ff621081.aspx 3. Redeploy the solution by doing one of the following: l

l

Click Deploy Solution button in the toolbar. For complete instructions, see "Steps for deploying solutions" on page 15. Run the following sts command: sts.exe -o deploysolution -n nintexworkflow2013.wsp -allcontenturls -immediate allowgacdeployment

If the solution package is still in error, check the solution information page for potential information about error causes. To view the solution information page, go to the Central istration Home page, select System Settings, click Manage farm solutions, and click the link for the solution of interest. You can also analyze the SharePoint ULS log files to determine what is causing the failure. For more information, see "Review SharePoint ULS log files" on page 33.

Solution package is stuck in deployment: Nintex Workflow Symptom

The Nintex Workflow solution package (nintexworkflow2013.wsp) is stuck in deployment. Cause

The solution may not have been deployed correctly. Resolution

Cancel and restart the deployment. 1. Run the following sts command to list the job identifiers for all deployments in progress. sts -o enumdeployments

For a mapping of Sts operations and their equivalent Windows PowerShell cmdlets, see the following Microsoft TechNet article: http://technet.microsoft.com/en-us/library/ff621081.aspx 2. Note the job identifier for the stuck Nintex workflow deployment job. 3. Cancel the deployment, using the following sts command: sts -o canceldeployment -id "your job id string here"

The solution management page in Central istration updates the status of the solution to "not deployed." You can now deploy the solution again. 4. Redeploy the solution by doing one of the following: l

l

Click the Deploy Solution button in the toolbar. For complete instructions, see "Steps for deploying solutions" on page 15. Run the following sts command: sts.exe -o deploysolution -n nintexworkflow2013.wsp -allcontenturls -immediate allowgacdeployment

If the deployment is stuck again, analyze the SharePoint ULS log files to determine what is causing the failure. For more information, see "Review SharePoint ULS log files" on page 33.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -35-

Installation Guide: Nintex Workflow 2013 and Nintex Forms 2013

Uninstall Nintex Workflow and Nintex Forms This section provides guidance for uninstalling Nintex Workflow and Nintex Forms. To remove for reinstall: l

l

Run the IISreset command on all servers in the farm to ensure that Nintex assemblies are not write-locked. Make sure you run this command after a failed installation of the installer package. Retract and remove Nintex solutions from the farm, first for content web applications, and then for Central istration. For retraction and removal instructions, refer to the following MSDN article: http://msdn.microsoft.com/enus/library/office/aa543958(v=office.14).aspx.

To remove completely (no reinstall intended):  l

l

Remove all Nintex entries from the relevant web.config files. For more information, see "Enabled actions (safe controls)" on page 31. Remove all Nintex assemblies. For more information, see "Nintex assemblies and features" on page 29.

© Copyright 2015 Nintex UK Ltd. | | & Conditions | Cookie Preferences | Nintex -36-