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Prerequisites for installing Workflow

Before installing Workflow, complete the following tasks.

Configure the Workflow system account and the Workflow execution account in the System service accounts form (Administration > Setup > Security > System service accounts). For more information about the Workflow accounts, see Create domain accounts.

Before you can install Workflow, you must install the following prerequisites on the Workflow Web server.

For more information about the hardware and software requirements for Microsoft Dynamics AX, see the system requirements Web page.

Requirement

How to install

Internet Information Services (IIS)

The Microsoft Dynamics AX Setup wizard will install IIS for you. If you want to install IIS manually, see the Windows Server documentation.

ASP.NET 2.0

The Microsoft Dynamics AX Setup wizard will install ASP.NET for you. If you want to install ASP.NET manually, see the Windows Server documentation.

Microsoft .NET Framework 3.5

Download the .NET Framework from the Microsoft Download Center.

Windows Installer 3.1

Download the Windows Installer from the Microsoft Download Center.

Microsoft Dynamics AX .NET Business Connector

The Microsoft Dynamics AX Setup wizard will install the .NET Business Connector for you.

If the .NET Business Connector proxy account has not been set up, you will be prompted to specify its credentials.

Secure Sockets Layer (SSL)

SSL is recommended, but not required, for the Workflow Web server. SSL is a protocol that allows Web servers and clients to communicate more securely through the use of encryption. When SSL is not used, data sent between the client and server is vulnerable to observation by anyone with physical access to the network.

To implement SSL, you must install a certificate and a private encryption key on the Workflow Web server. For more information about implementing SSL, refer to:

  • IIS Operations Guide (which can be found by searching on TechNet)

  • Knowledge Base article 298805

When you install Workflow, you will be asked to select a Web site. You can create a new Web site for Workflow, or you can install Workflow on an existing Web site. The following sections describe these options.

Creating a new site

If you want to create a new Web site for Workflow, note the following points:

  • If IIS is already installed on your server, create the Web site at this time. For instructions on how to create a Web site, see the IIS documentation.

  • If IIS is not installed, the Microsoft Dynamics AX Setup wizard will install it for you when you select Workflow. After the Microsoft Dynamics AX Setup wizard installs IIS, you can create a site for Workflow as described above.

Using an existing site

You can install Workflow to an existing Web site that is used by other applications. However, you must verify that Windows SharePoint Services or Microsoft Office SharePoint Server is not running on the site.

If you install Workflow on the Default Web Site in IIS, and you later install Windows SharePoint Services or Microsoft Office SharePoint Server on the server, the SharePoint installation program will stop the Default Web Site and create a new site that runs on port 80. This means you will have to:

  • Configure the Default Web Site to run on a different port.

  • Restart the Default Web Site.

If the Web site you use for Workflow runs on a port other than port 80, you must add an exception to Windows Firewall for that port. For more information about Windows Firewall, see the Windows documentation.

Verify that you installed the Microsoft Dynamics AX base components on a server in the system and that you completed the initialization checklist on that server.

For more information about the permissions required to install Workflow, see, Verify that you have the required permissions for installation.

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