installation and configuration guide us infor er… · · 2017-12-04table of contents chapter 1...
TRANSCRIPT
Infor ERP LN Workflow 74
Installation and Configuration Guide
Copyright copy 2007 Infor Global Solutions Technology GmbH andor its affiliates and subsidiaries
All rights reserved The word and design marks set forth herein are trademarks andor registered trademarks of Infor Global Solutions Technology GmbH andor its affiliates and subsidiaries All rights reserved All other trademarks listed herein are the property of their respective owners
Important Notices
The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of Infor Global Solutions
By gaining access to the attached you acknowledge and agree that the material (including any modification translation or adaptation of the material) and all copyright trade secrets and all other right title and interest therein are the sole property of Infor Global Solutions and that you shall not gain right title or interest in the material (including any modification translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from Infor Global Solutions pursuant to a separate agreement (ldquoPurposerdquo)
In addition by accessing the enclosed material you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above
Although Infor Global Solutions has taken due care to ensure that the material included in this publication is accurate and complete Infor Global Solutions cannot warrant that the information contained in this publication is complete does not contain typographical or other errors or will meet your specific requirements As such Infor Global Solutions does not assume and hereby disclaims all liability consequential or otherwise for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information) whether such errors or omissions result from negligence accident or any other cause
Trademark Acknowledgments
Microsoft Windows and Windows NT are registered trademarks of Microsoft Corporation in the United States andor other countries
Pentium is a registered trademark of Intel Corporation in the United States andor other countries
Java and JDBC are registered trademarks or trademarks of Sun Microsystems Inc in the United States andor other countries All other company product trade or service names referenced may be registered trademarks or trademarks of their respective owners
Publication Information
Document code U9329A US
Release Infor ERP LN Workflow 74
Document title Installation and Configuration Guide
Publication date August 07
Table of Contents
Chapter 1 Introduction1-1
Chapter 2 Installing Infor ERP LN Workflow2-1 Overview2-1 Installation requirements2-1
Workflow Server2-2 Workflow Client 2-3 Infor ERP LN server 2-3
Installing Infor ERP LN Workflow2-5 Installation overview2-5 Installation Checklist 2-6 Installation Steps2-8
Check Infor Workflow installation2-33 Uninstalling Infor Workflow 74 2-34 Before you use WorktopWebtop 2-35
How to authorize Infor ERP LN users for workflow 2-35 How to generate a Workflow user account2-36
To install Infor Worktop 2-36 To install Infor Webtop 84 for ERP LN2-37
Installing Webtop on the Workflow server 2-37 Deploying Webtop on the application server (tomcat) of Infor Workflow2-38 Configuring Infor Webtop for Infor Workflow 74 2-38
ii | Table of Contents
Chapter 3 Upgrade To 743-1 Pre-Installation Steps3-2 Steps for Upgrade Installation3-5 Checking the upgrade status 3-14 Post Installation Steps 3-14 Upgrading Remote Database 3-15
Chapter 4 Configure triggering4-1 To configure the XML file listener 4-1 Specify an FTP directory4-3 Specify an XSD directory 4-3
Chapter 5 Uploading Infor ERP LN Sessions Information5-1 Baan Fields Information 5-1
Export session details from the Infor ERP LN 5-2
Appendix A Customizing the RMI Port A-1 Steps for customizing the RMI port for Infor Workflow ServerClient A-1
Steps to Customize RMI port for Infor WebtopWorktop A-2
Appendix B Infor Size CalculatorB-1
Appendix C Troubleshooting C-1 During Installation C-1
Appendix D Configuring FTP Server D-1
About this Guide
This installation guide describes the procedure to install and configure the Infor ERP LN Workflow
This document includes the following chapters
Chapter 1 ldquoIntroductionrdquo introduces the Infor ERP LN Workflow
Chapter 2 ldquoInstall Infor ERP LN Workflowrdquo describes the installation process of the Infor ERP LN Workflow including a verification test and additional information specific for Workflow to set up the user interface clients Infor ERPLN Worktop and Infor Webtop 84 for ERP LN
Chapter 3 ldquoUpgrade to 74rdquo describes the pre-installation and post-installation activities for an upgrade installation
Chapter 4 ldquoConfigure triggeringrdquo describes the procedure to configure event triggering on the Infor Workflow server so that the triggers sent from Infor ERP LN can be received and processed
Chapter 5 ldquoUploading Infor ERP LN Sessions Informationrdquo describes the steps required to upload the session information to Infor ERP LN Workflow
Appendix A ldquoCustomizing the RMI Portrdquo describes the process to customize the RMI port for Infor Workflow ServerClient
Appendix B ldquoInfor Size Calculatorrdquo describes the functionality of Infor Size Calculator Utility
Appendix C ldquoTrouble Shootingrdquo explains the solutions for some common problems
Appendix D ldquoConfiguring the FTP Serverrdquo describes the process to configure the FTP server
iv | About this Guide
Send us your comments We continually review and improve our documentation Any remarksrequests for information concerning this document or topic are appreciated Please e-mail your comments to documentationinforcom
In your e-mail refer to the document number and title More specific information will enable us to process feedback efficiently
1Chapter 1 Introduction
The Infor ERP LN Workflow enables you to use Infor ERP LN session to create workflows
The Infor ERP LN Server can export Dynamic Enterprise Modeling (DEM) processes as eXtended Process Definition Language (XPDL) to the Workflow Server
To start a session the Worktop and Webtop clients communicate by means of XML with the Infor ERP LN server The Worktop and Webtop communicate with the Workflow Server by means of the Workflow Framework to retrieve the work list carry out activities and so on
For triggers the path of triggering is from the Infor ERP LN server to the Workflow Server by mean of a File Transfer Protocol (FTP)
2Chapter 2 Installing Infor ERP LN Workflow
Overview
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
The Infor ERP LN Workflow 74 CD-ROM is the start-up CD The Infor Workflow Server 74 CD contains the Interstage Business Process Manager installation
Installation requirements
The following sections specify the pre-requisites that must be met before you can install the Infor ERP LN Workflow
Refer to the Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition before you start the Infor ERP LN Workflow Installation
2-2 | Installing Infor ERP LN Workflow
Workflow Server
In addition to the requirements specified in the Interstage Business Process Manager Installation Guide for the Advanced Edition which is included on the Infor ERP LN Workflow 74 CD-ROM the Infor ERP LN Workflow requires the following software
Microsoft Windows 2000 Server Advance Server with Service Pack 4 or Microsoft Windows Server 2003 Standard Edition or Enterprise Edition SP1
Microsoft SQL Server 2000 Enterprise Edition upgraded to SP4 with mixed mode authentication or Microsoft SQL Server 2005 with mixed mode authentication or Oracle 9i10g server See Chapter 3 in the Interstage Business Process Manager Installation Guide for the Advanced Edition for additional information
J2SE Development Kit (JDK) 142_10 50 Update 5 Download the JDK 142_10 from httpjavasuncomproductsarchivej2se142_10indexhtml In the Download J2SE 142_10 section click the DOWNLOAD link under the SDK column Download the JDK 50 Update 5 from httpjavasuncomproductsarchivej2se50_05
CAUTION Be careful not to upgrade automatically to another version
Tomcat 5028 Web Server installed as a service You can download Tomcat from httptomcatapacheorgdownload-55cgi
CAUTION Install Tomcat as a service When you specify the Tomcat installation directory ensure that white spaces are not included in the path
Installing Infor ERP LN Workflow | 2-3
Workflow Client
Internet Explorer 60 with Service Pack 1 or higher
Adobe SVG Viewer 30
For Graphical View of the running process instance we require SVG Viewer in the client systems
To obtain the best view with all the latest SVG features download the SVG Viewer Version 30 from the Adobe Website at httpwwwadobecom (search for SVG Viewer) Be sure to read the SVG Viewer License Agreement that appears the first time that you attempt to display the graphical view of an Interstage BPM process definition or process instance
Do not use Version 303 of the SVG Viewer Version 303 fails to display the diagrams and there is no workaround for the problem with version 303
Infor ERP LN server
For Infor ERP LN to support Infor Workflow 74 you must upgrade both Infor ERP LN and Infor ERPLN Server 7 to FP2 or FP3 or FP4
After you install the feature packs complete the following steps
PMC solutions
Install the solutions (available on the CD-ROM For information on the procedure to install the solutions refer to your PMC documentation The first three PMC solutions contain components directly related to Workflow)
PMC solution 201504 contains components of the Data Director (DA) package You must import this solution to the DA update VRC
PMC solution 201474 contains components of the Tools (TT) package You must import this solution to the Tools update VRC
PMC solution 201419 contains components of the Enterprise Modeling (TG) package You must import this solution to the standard update VRC
The last PMC solutions contain application changes to enable a better working of the sessions within Workflow
2-4 | Installing Infor ERP LN Workflow
PMC solution 201482 contains components of the Freight Management (FM) package You must import this solution to the standard update VRC
PMC solution 201483 contains components of the Distribution (TD) package You must import this solution to the standard update VRC
Solution 220508 Exporting session details and session form fields contains the new workflow functionality The related tar files named 219601tttargz are available in the CD
Within PMC you must have a VRC combination defined in which the update VRCs are placed
DomainsCheck boxes
In the Domains to be Displayed as Checkbox (ttgfd4520m000) session you must add the following two domains to be displayed as check boxes
tgyeno
danchyesno
Validation Infor Solution License Manager must be installed for the Infor
ERP LN Workflow To activate and use the Infor ERP LN Workflow you must have a validation key product ID 7047 type of license = server license
Webtop needs a validation key to function properly product ID 7002 type of license = server license
You can request validation keys from Infor Global Support Online site which is accessible at httpsupportinforcom traverse to Software license keys -gt Infor Baan Key Request and select Validation Forms
Refer to the SSA License Manager 22 - Installation and Configuration Guide (U8574A US) for more information on the procedure to configure the SLM server and create a file to request the validation keys
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Copyright copy 2007 Infor Global Solutions Technology GmbH andor its affiliates and subsidiaries
All rights reserved The word and design marks set forth herein are trademarks andor registered trademarks of Infor Global Solutions Technology GmbH andor its affiliates and subsidiaries All rights reserved All other trademarks listed herein are the property of their respective owners
Important Notices
The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of Infor Global Solutions
By gaining access to the attached you acknowledge and agree that the material (including any modification translation or adaptation of the material) and all copyright trade secrets and all other right title and interest therein are the sole property of Infor Global Solutions and that you shall not gain right title or interest in the material (including any modification translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from Infor Global Solutions pursuant to a separate agreement (ldquoPurposerdquo)
In addition by accessing the enclosed material you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above
Although Infor Global Solutions has taken due care to ensure that the material included in this publication is accurate and complete Infor Global Solutions cannot warrant that the information contained in this publication is complete does not contain typographical or other errors or will meet your specific requirements As such Infor Global Solutions does not assume and hereby disclaims all liability consequential or otherwise for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information) whether such errors or omissions result from negligence accident or any other cause
Trademark Acknowledgments
Microsoft Windows and Windows NT are registered trademarks of Microsoft Corporation in the United States andor other countries
Pentium is a registered trademark of Intel Corporation in the United States andor other countries
Java and JDBC are registered trademarks or trademarks of Sun Microsystems Inc in the United States andor other countries All other company product trade or service names referenced may be registered trademarks or trademarks of their respective owners
Publication Information
Document code U9329A US
Release Infor ERP LN Workflow 74
Document title Installation and Configuration Guide
Publication date August 07
Table of Contents
Chapter 1 Introduction1-1
Chapter 2 Installing Infor ERP LN Workflow2-1 Overview2-1 Installation requirements2-1
Workflow Server2-2 Workflow Client 2-3 Infor ERP LN server 2-3
Installing Infor ERP LN Workflow2-5 Installation overview2-5 Installation Checklist 2-6 Installation Steps2-8
Check Infor Workflow installation2-33 Uninstalling Infor Workflow 74 2-34 Before you use WorktopWebtop 2-35
How to authorize Infor ERP LN users for workflow 2-35 How to generate a Workflow user account2-36
To install Infor Worktop 2-36 To install Infor Webtop 84 for ERP LN2-37
Installing Webtop on the Workflow server 2-37 Deploying Webtop on the application server (tomcat) of Infor Workflow2-38 Configuring Infor Webtop for Infor Workflow 74 2-38
ii | Table of Contents
Chapter 3 Upgrade To 743-1 Pre-Installation Steps3-2 Steps for Upgrade Installation3-5 Checking the upgrade status 3-14 Post Installation Steps 3-14 Upgrading Remote Database 3-15
Chapter 4 Configure triggering4-1 To configure the XML file listener 4-1 Specify an FTP directory4-3 Specify an XSD directory 4-3
Chapter 5 Uploading Infor ERP LN Sessions Information5-1 Baan Fields Information 5-1
Export session details from the Infor ERP LN 5-2
Appendix A Customizing the RMI Port A-1 Steps for customizing the RMI port for Infor Workflow ServerClient A-1
Steps to Customize RMI port for Infor WebtopWorktop A-2
Appendix B Infor Size CalculatorB-1
Appendix C Troubleshooting C-1 During Installation C-1
Appendix D Configuring FTP Server D-1
About this Guide
This installation guide describes the procedure to install and configure the Infor ERP LN Workflow
This document includes the following chapters
Chapter 1 ldquoIntroductionrdquo introduces the Infor ERP LN Workflow
Chapter 2 ldquoInstall Infor ERP LN Workflowrdquo describes the installation process of the Infor ERP LN Workflow including a verification test and additional information specific for Workflow to set up the user interface clients Infor ERPLN Worktop and Infor Webtop 84 for ERP LN
Chapter 3 ldquoUpgrade to 74rdquo describes the pre-installation and post-installation activities for an upgrade installation
Chapter 4 ldquoConfigure triggeringrdquo describes the procedure to configure event triggering on the Infor Workflow server so that the triggers sent from Infor ERP LN can be received and processed
Chapter 5 ldquoUploading Infor ERP LN Sessions Informationrdquo describes the steps required to upload the session information to Infor ERP LN Workflow
Appendix A ldquoCustomizing the RMI Portrdquo describes the process to customize the RMI port for Infor Workflow ServerClient
Appendix B ldquoInfor Size Calculatorrdquo describes the functionality of Infor Size Calculator Utility
Appendix C ldquoTrouble Shootingrdquo explains the solutions for some common problems
Appendix D ldquoConfiguring the FTP Serverrdquo describes the process to configure the FTP server
iv | About this Guide
Send us your comments We continually review and improve our documentation Any remarksrequests for information concerning this document or topic are appreciated Please e-mail your comments to documentationinforcom
In your e-mail refer to the document number and title More specific information will enable us to process feedback efficiently
1Chapter 1 Introduction
The Infor ERP LN Workflow enables you to use Infor ERP LN session to create workflows
The Infor ERP LN Server can export Dynamic Enterprise Modeling (DEM) processes as eXtended Process Definition Language (XPDL) to the Workflow Server
To start a session the Worktop and Webtop clients communicate by means of XML with the Infor ERP LN server The Worktop and Webtop communicate with the Workflow Server by means of the Workflow Framework to retrieve the work list carry out activities and so on
For triggers the path of triggering is from the Infor ERP LN server to the Workflow Server by mean of a File Transfer Protocol (FTP)
2Chapter 2 Installing Infor ERP LN Workflow
Overview
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
The Infor ERP LN Workflow 74 CD-ROM is the start-up CD The Infor Workflow Server 74 CD contains the Interstage Business Process Manager installation
Installation requirements
The following sections specify the pre-requisites that must be met before you can install the Infor ERP LN Workflow
Refer to the Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition before you start the Infor ERP LN Workflow Installation
2-2 | Installing Infor ERP LN Workflow
Workflow Server
In addition to the requirements specified in the Interstage Business Process Manager Installation Guide for the Advanced Edition which is included on the Infor ERP LN Workflow 74 CD-ROM the Infor ERP LN Workflow requires the following software
Microsoft Windows 2000 Server Advance Server with Service Pack 4 or Microsoft Windows Server 2003 Standard Edition or Enterprise Edition SP1
Microsoft SQL Server 2000 Enterprise Edition upgraded to SP4 with mixed mode authentication or Microsoft SQL Server 2005 with mixed mode authentication or Oracle 9i10g server See Chapter 3 in the Interstage Business Process Manager Installation Guide for the Advanced Edition for additional information
J2SE Development Kit (JDK) 142_10 50 Update 5 Download the JDK 142_10 from httpjavasuncomproductsarchivej2se142_10indexhtml In the Download J2SE 142_10 section click the DOWNLOAD link under the SDK column Download the JDK 50 Update 5 from httpjavasuncomproductsarchivej2se50_05
CAUTION Be careful not to upgrade automatically to another version
Tomcat 5028 Web Server installed as a service You can download Tomcat from httptomcatapacheorgdownload-55cgi
CAUTION Install Tomcat as a service When you specify the Tomcat installation directory ensure that white spaces are not included in the path
Installing Infor ERP LN Workflow | 2-3
Workflow Client
Internet Explorer 60 with Service Pack 1 or higher
Adobe SVG Viewer 30
For Graphical View of the running process instance we require SVG Viewer in the client systems
To obtain the best view with all the latest SVG features download the SVG Viewer Version 30 from the Adobe Website at httpwwwadobecom (search for SVG Viewer) Be sure to read the SVG Viewer License Agreement that appears the first time that you attempt to display the graphical view of an Interstage BPM process definition or process instance
Do not use Version 303 of the SVG Viewer Version 303 fails to display the diagrams and there is no workaround for the problem with version 303
Infor ERP LN server
For Infor ERP LN to support Infor Workflow 74 you must upgrade both Infor ERP LN and Infor ERPLN Server 7 to FP2 or FP3 or FP4
After you install the feature packs complete the following steps
PMC solutions
Install the solutions (available on the CD-ROM For information on the procedure to install the solutions refer to your PMC documentation The first three PMC solutions contain components directly related to Workflow)
PMC solution 201504 contains components of the Data Director (DA) package You must import this solution to the DA update VRC
PMC solution 201474 contains components of the Tools (TT) package You must import this solution to the Tools update VRC
PMC solution 201419 contains components of the Enterprise Modeling (TG) package You must import this solution to the standard update VRC
The last PMC solutions contain application changes to enable a better working of the sessions within Workflow
2-4 | Installing Infor ERP LN Workflow
PMC solution 201482 contains components of the Freight Management (FM) package You must import this solution to the standard update VRC
PMC solution 201483 contains components of the Distribution (TD) package You must import this solution to the standard update VRC
Solution 220508 Exporting session details and session form fields contains the new workflow functionality The related tar files named 219601tttargz are available in the CD
Within PMC you must have a VRC combination defined in which the update VRCs are placed
DomainsCheck boxes
In the Domains to be Displayed as Checkbox (ttgfd4520m000) session you must add the following two domains to be displayed as check boxes
tgyeno
danchyesno
Validation Infor Solution License Manager must be installed for the Infor
ERP LN Workflow To activate and use the Infor ERP LN Workflow you must have a validation key product ID 7047 type of license = server license
Webtop needs a validation key to function properly product ID 7002 type of license = server license
You can request validation keys from Infor Global Support Online site which is accessible at httpsupportinforcom traverse to Software license keys -gt Infor Baan Key Request and select Validation Forms
Refer to the SSA License Manager 22 - Installation and Configuration Guide (U8574A US) for more information on the procedure to configure the SLM server and create a file to request the validation keys
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Table of Contents
Chapter 1 Introduction1-1
Chapter 2 Installing Infor ERP LN Workflow2-1 Overview2-1 Installation requirements2-1
Workflow Server2-2 Workflow Client 2-3 Infor ERP LN server 2-3
Installing Infor ERP LN Workflow2-5 Installation overview2-5 Installation Checklist 2-6 Installation Steps2-8
Check Infor Workflow installation2-33 Uninstalling Infor Workflow 74 2-34 Before you use WorktopWebtop 2-35
How to authorize Infor ERP LN users for workflow 2-35 How to generate a Workflow user account2-36
To install Infor Worktop 2-36 To install Infor Webtop 84 for ERP LN2-37
Installing Webtop on the Workflow server 2-37 Deploying Webtop on the application server (tomcat) of Infor Workflow2-38 Configuring Infor Webtop for Infor Workflow 74 2-38
ii | Table of Contents
Chapter 3 Upgrade To 743-1 Pre-Installation Steps3-2 Steps for Upgrade Installation3-5 Checking the upgrade status 3-14 Post Installation Steps 3-14 Upgrading Remote Database 3-15
Chapter 4 Configure triggering4-1 To configure the XML file listener 4-1 Specify an FTP directory4-3 Specify an XSD directory 4-3
Chapter 5 Uploading Infor ERP LN Sessions Information5-1 Baan Fields Information 5-1
Export session details from the Infor ERP LN 5-2
Appendix A Customizing the RMI Port A-1 Steps for customizing the RMI port for Infor Workflow ServerClient A-1
Steps to Customize RMI port for Infor WebtopWorktop A-2
Appendix B Infor Size CalculatorB-1
Appendix C Troubleshooting C-1 During Installation C-1
Appendix D Configuring FTP Server D-1
About this Guide
This installation guide describes the procedure to install and configure the Infor ERP LN Workflow
This document includes the following chapters
Chapter 1 ldquoIntroductionrdquo introduces the Infor ERP LN Workflow
Chapter 2 ldquoInstall Infor ERP LN Workflowrdquo describes the installation process of the Infor ERP LN Workflow including a verification test and additional information specific for Workflow to set up the user interface clients Infor ERPLN Worktop and Infor Webtop 84 for ERP LN
Chapter 3 ldquoUpgrade to 74rdquo describes the pre-installation and post-installation activities for an upgrade installation
Chapter 4 ldquoConfigure triggeringrdquo describes the procedure to configure event triggering on the Infor Workflow server so that the triggers sent from Infor ERP LN can be received and processed
Chapter 5 ldquoUploading Infor ERP LN Sessions Informationrdquo describes the steps required to upload the session information to Infor ERP LN Workflow
Appendix A ldquoCustomizing the RMI Portrdquo describes the process to customize the RMI port for Infor Workflow ServerClient
Appendix B ldquoInfor Size Calculatorrdquo describes the functionality of Infor Size Calculator Utility
Appendix C ldquoTrouble Shootingrdquo explains the solutions for some common problems
Appendix D ldquoConfiguring the FTP Serverrdquo describes the process to configure the FTP server
iv | About this Guide
Send us your comments We continually review and improve our documentation Any remarksrequests for information concerning this document or topic are appreciated Please e-mail your comments to documentationinforcom
In your e-mail refer to the document number and title More specific information will enable us to process feedback efficiently
1Chapter 1 Introduction
The Infor ERP LN Workflow enables you to use Infor ERP LN session to create workflows
The Infor ERP LN Server can export Dynamic Enterprise Modeling (DEM) processes as eXtended Process Definition Language (XPDL) to the Workflow Server
To start a session the Worktop and Webtop clients communicate by means of XML with the Infor ERP LN server The Worktop and Webtop communicate with the Workflow Server by means of the Workflow Framework to retrieve the work list carry out activities and so on
For triggers the path of triggering is from the Infor ERP LN server to the Workflow Server by mean of a File Transfer Protocol (FTP)
2Chapter 2 Installing Infor ERP LN Workflow
Overview
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
The Infor ERP LN Workflow 74 CD-ROM is the start-up CD The Infor Workflow Server 74 CD contains the Interstage Business Process Manager installation
Installation requirements
The following sections specify the pre-requisites that must be met before you can install the Infor ERP LN Workflow
Refer to the Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition before you start the Infor ERP LN Workflow Installation
2-2 | Installing Infor ERP LN Workflow
Workflow Server
In addition to the requirements specified in the Interstage Business Process Manager Installation Guide for the Advanced Edition which is included on the Infor ERP LN Workflow 74 CD-ROM the Infor ERP LN Workflow requires the following software
Microsoft Windows 2000 Server Advance Server with Service Pack 4 or Microsoft Windows Server 2003 Standard Edition or Enterprise Edition SP1
Microsoft SQL Server 2000 Enterprise Edition upgraded to SP4 with mixed mode authentication or Microsoft SQL Server 2005 with mixed mode authentication or Oracle 9i10g server See Chapter 3 in the Interstage Business Process Manager Installation Guide for the Advanced Edition for additional information
J2SE Development Kit (JDK) 142_10 50 Update 5 Download the JDK 142_10 from httpjavasuncomproductsarchivej2se142_10indexhtml In the Download J2SE 142_10 section click the DOWNLOAD link under the SDK column Download the JDK 50 Update 5 from httpjavasuncomproductsarchivej2se50_05
CAUTION Be careful not to upgrade automatically to another version
Tomcat 5028 Web Server installed as a service You can download Tomcat from httptomcatapacheorgdownload-55cgi
CAUTION Install Tomcat as a service When you specify the Tomcat installation directory ensure that white spaces are not included in the path
Installing Infor ERP LN Workflow | 2-3
Workflow Client
Internet Explorer 60 with Service Pack 1 or higher
Adobe SVG Viewer 30
For Graphical View of the running process instance we require SVG Viewer in the client systems
To obtain the best view with all the latest SVG features download the SVG Viewer Version 30 from the Adobe Website at httpwwwadobecom (search for SVG Viewer) Be sure to read the SVG Viewer License Agreement that appears the first time that you attempt to display the graphical view of an Interstage BPM process definition or process instance
Do not use Version 303 of the SVG Viewer Version 303 fails to display the diagrams and there is no workaround for the problem with version 303
Infor ERP LN server
For Infor ERP LN to support Infor Workflow 74 you must upgrade both Infor ERP LN and Infor ERPLN Server 7 to FP2 or FP3 or FP4
After you install the feature packs complete the following steps
PMC solutions
Install the solutions (available on the CD-ROM For information on the procedure to install the solutions refer to your PMC documentation The first three PMC solutions contain components directly related to Workflow)
PMC solution 201504 contains components of the Data Director (DA) package You must import this solution to the DA update VRC
PMC solution 201474 contains components of the Tools (TT) package You must import this solution to the Tools update VRC
PMC solution 201419 contains components of the Enterprise Modeling (TG) package You must import this solution to the standard update VRC
The last PMC solutions contain application changes to enable a better working of the sessions within Workflow
2-4 | Installing Infor ERP LN Workflow
PMC solution 201482 contains components of the Freight Management (FM) package You must import this solution to the standard update VRC
PMC solution 201483 contains components of the Distribution (TD) package You must import this solution to the standard update VRC
Solution 220508 Exporting session details and session form fields contains the new workflow functionality The related tar files named 219601tttargz are available in the CD
Within PMC you must have a VRC combination defined in which the update VRCs are placed
DomainsCheck boxes
In the Domains to be Displayed as Checkbox (ttgfd4520m000) session you must add the following two domains to be displayed as check boxes
tgyeno
danchyesno
Validation Infor Solution License Manager must be installed for the Infor
ERP LN Workflow To activate and use the Infor ERP LN Workflow you must have a validation key product ID 7047 type of license = server license
Webtop needs a validation key to function properly product ID 7002 type of license = server license
You can request validation keys from Infor Global Support Online site which is accessible at httpsupportinforcom traverse to Software license keys -gt Infor Baan Key Request and select Validation Forms
Refer to the SSA License Manager 22 - Installation and Configuration Guide (U8574A US) for more information on the procedure to configure the SLM server and create a file to request the validation keys
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
ii | Table of Contents
Chapter 3 Upgrade To 743-1 Pre-Installation Steps3-2 Steps for Upgrade Installation3-5 Checking the upgrade status 3-14 Post Installation Steps 3-14 Upgrading Remote Database 3-15
Chapter 4 Configure triggering4-1 To configure the XML file listener 4-1 Specify an FTP directory4-3 Specify an XSD directory 4-3
Chapter 5 Uploading Infor ERP LN Sessions Information5-1 Baan Fields Information 5-1
Export session details from the Infor ERP LN 5-2
Appendix A Customizing the RMI Port A-1 Steps for customizing the RMI port for Infor Workflow ServerClient A-1
Steps to Customize RMI port for Infor WebtopWorktop A-2
Appendix B Infor Size CalculatorB-1
Appendix C Troubleshooting C-1 During Installation C-1
Appendix D Configuring FTP Server D-1
About this Guide
This installation guide describes the procedure to install and configure the Infor ERP LN Workflow
This document includes the following chapters
Chapter 1 ldquoIntroductionrdquo introduces the Infor ERP LN Workflow
Chapter 2 ldquoInstall Infor ERP LN Workflowrdquo describes the installation process of the Infor ERP LN Workflow including a verification test and additional information specific for Workflow to set up the user interface clients Infor ERPLN Worktop and Infor Webtop 84 for ERP LN
Chapter 3 ldquoUpgrade to 74rdquo describes the pre-installation and post-installation activities for an upgrade installation
Chapter 4 ldquoConfigure triggeringrdquo describes the procedure to configure event triggering on the Infor Workflow server so that the triggers sent from Infor ERP LN can be received and processed
Chapter 5 ldquoUploading Infor ERP LN Sessions Informationrdquo describes the steps required to upload the session information to Infor ERP LN Workflow
Appendix A ldquoCustomizing the RMI Portrdquo describes the process to customize the RMI port for Infor Workflow ServerClient
Appendix B ldquoInfor Size Calculatorrdquo describes the functionality of Infor Size Calculator Utility
Appendix C ldquoTrouble Shootingrdquo explains the solutions for some common problems
Appendix D ldquoConfiguring the FTP Serverrdquo describes the process to configure the FTP server
iv | About this Guide
Send us your comments We continually review and improve our documentation Any remarksrequests for information concerning this document or topic are appreciated Please e-mail your comments to documentationinforcom
In your e-mail refer to the document number and title More specific information will enable us to process feedback efficiently
1Chapter 1 Introduction
The Infor ERP LN Workflow enables you to use Infor ERP LN session to create workflows
The Infor ERP LN Server can export Dynamic Enterprise Modeling (DEM) processes as eXtended Process Definition Language (XPDL) to the Workflow Server
To start a session the Worktop and Webtop clients communicate by means of XML with the Infor ERP LN server The Worktop and Webtop communicate with the Workflow Server by means of the Workflow Framework to retrieve the work list carry out activities and so on
For triggers the path of triggering is from the Infor ERP LN server to the Workflow Server by mean of a File Transfer Protocol (FTP)
2Chapter 2 Installing Infor ERP LN Workflow
Overview
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
The Infor ERP LN Workflow 74 CD-ROM is the start-up CD The Infor Workflow Server 74 CD contains the Interstage Business Process Manager installation
Installation requirements
The following sections specify the pre-requisites that must be met before you can install the Infor ERP LN Workflow
Refer to the Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition before you start the Infor ERP LN Workflow Installation
2-2 | Installing Infor ERP LN Workflow
Workflow Server
In addition to the requirements specified in the Interstage Business Process Manager Installation Guide for the Advanced Edition which is included on the Infor ERP LN Workflow 74 CD-ROM the Infor ERP LN Workflow requires the following software
Microsoft Windows 2000 Server Advance Server with Service Pack 4 or Microsoft Windows Server 2003 Standard Edition or Enterprise Edition SP1
Microsoft SQL Server 2000 Enterprise Edition upgraded to SP4 with mixed mode authentication or Microsoft SQL Server 2005 with mixed mode authentication or Oracle 9i10g server See Chapter 3 in the Interstage Business Process Manager Installation Guide for the Advanced Edition for additional information
J2SE Development Kit (JDK) 142_10 50 Update 5 Download the JDK 142_10 from httpjavasuncomproductsarchivej2se142_10indexhtml In the Download J2SE 142_10 section click the DOWNLOAD link under the SDK column Download the JDK 50 Update 5 from httpjavasuncomproductsarchivej2se50_05
CAUTION Be careful not to upgrade automatically to another version
Tomcat 5028 Web Server installed as a service You can download Tomcat from httptomcatapacheorgdownload-55cgi
CAUTION Install Tomcat as a service When you specify the Tomcat installation directory ensure that white spaces are not included in the path
Installing Infor ERP LN Workflow | 2-3
Workflow Client
Internet Explorer 60 with Service Pack 1 or higher
Adobe SVG Viewer 30
For Graphical View of the running process instance we require SVG Viewer in the client systems
To obtain the best view with all the latest SVG features download the SVG Viewer Version 30 from the Adobe Website at httpwwwadobecom (search for SVG Viewer) Be sure to read the SVG Viewer License Agreement that appears the first time that you attempt to display the graphical view of an Interstage BPM process definition or process instance
Do not use Version 303 of the SVG Viewer Version 303 fails to display the diagrams and there is no workaround for the problem with version 303
Infor ERP LN server
For Infor ERP LN to support Infor Workflow 74 you must upgrade both Infor ERP LN and Infor ERPLN Server 7 to FP2 or FP3 or FP4
After you install the feature packs complete the following steps
PMC solutions
Install the solutions (available on the CD-ROM For information on the procedure to install the solutions refer to your PMC documentation The first three PMC solutions contain components directly related to Workflow)
PMC solution 201504 contains components of the Data Director (DA) package You must import this solution to the DA update VRC
PMC solution 201474 contains components of the Tools (TT) package You must import this solution to the Tools update VRC
PMC solution 201419 contains components of the Enterprise Modeling (TG) package You must import this solution to the standard update VRC
The last PMC solutions contain application changes to enable a better working of the sessions within Workflow
2-4 | Installing Infor ERP LN Workflow
PMC solution 201482 contains components of the Freight Management (FM) package You must import this solution to the standard update VRC
PMC solution 201483 contains components of the Distribution (TD) package You must import this solution to the standard update VRC
Solution 220508 Exporting session details and session form fields contains the new workflow functionality The related tar files named 219601tttargz are available in the CD
Within PMC you must have a VRC combination defined in which the update VRCs are placed
DomainsCheck boxes
In the Domains to be Displayed as Checkbox (ttgfd4520m000) session you must add the following two domains to be displayed as check boxes
tgyeno
danchyesno
Validation Infor Solution License Manager must be installed for the Infor
ERP LN Workflow To activate and use the Infor ERP LN Workflow you must have a validation key product ID 7047 type of license = server license
Webtop needs a validation key to function properly product ID 7002 type of license = server license
You can request validation keys from Infor Global Support Online site which is accessible at httpsupportinforcom traverse to Software license keys -gt Infor Baan Key Request and select Validation Forms
Refer to the SSA License Manager 22 - Installation and Configuration Guide (U8574A US) for more information on the procedure to configure the SLM server and create a file to request the validation keys
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
About this Guide
This installation guide describes the procedure to install and configure the Infor ERP LN Workflow
This document includes the following chapters
Chapter 1 ldquoIntroductionrdquo introduces the Infor ERP LN Workflow
Chapter 2 ldquoInstall Infor ERP LN Workflowrdquo describes the installation process of the Infor ERP LN Workflow including a verification test and additional information specific for Workflow to set up the user interface clients Infor ERPLN Worktop and Infor Webtop 84 for ERP LN
Chapter 3 ldquoUpgrade to 74rdquo describes the pre-installation and post-installation activities for an upgrade installation
Chapter 4 ldquoConfigure triggeringrdquo describes the procedure to configure event triggering on the Infor Workflow server so that the triggers sent from Infor ERP LN can be received and processed
Chapter 5 ldquoUploading Infor ERP LN Sessions Informationrdquo describes the steps required to upload the session information to Infor ERP LN Workflow
Appendix A ldquoCustomizing the RMI Portrdquo describes the process to customize the RMI port for Infor Workflow ServerClient
Appendix B ldquoInfor Size Calculatorrdquo describes the functionality of Infor Size Calculator Utility
Appendix C ldquoTrouble Shootingrdquo explains the solutions for some common problems
Appendix D ldquoConfiguring the FTP Serverrdquo describes the process to configure the FTP server
iv | About this Guide
Send us your comments We continually review and improve our documentation Any remarksrequests for information concerning this document or topic are appreciated Please e-mail your comments to documentationinforcom
In your e-mail refer to the document number and title More specific information will enable us to process feedback efficiently
1Chapter 1 Introduction
The Infor ERP LN Workflow enables you to use Infor ERP LN session to create workflows
The Infor ERP LN Server can export Dynamic Enterprise Modeling (DEM) processes as eXtended Process Definition Language (XPDL) to the Workflow Server
To start a session the Worktop and Webtop clients communicate by means of XML with the Infor ERP LN server The Worktop and Webtop communicate with the Workflow Server by means of the Workflow Framework to retrieve the work list carry out activities and so on
For triggers the path of triggering is from the Infor ERP LN server to the Workflow Server by mean of a File Transfer Protocol (FTP)
2Chapter 2 Installing Infor ERP LN Workflow
Overview
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
The Infor ERP LN Workflow 74 CD-ROM is the start-up CD The Infor Workflow Server 74 CD contains the Interstage Business Process Manager installation
Installation requirements
The following sections specify the pre-requisites that must be met before you can install the Infor ERP LN Workflow
Refer to the Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition before you start the Infor ERP LN Workflow Installation
2-2 | Installing Infor ERP LN Workflow
Workflow Server
In addition to the requirements specified in the Interstage Business Process Manager Installation Guide for the Advanced Edition which is included on the Infor ERP LN Workflow 74 CD-ROM the Infor ERP LN Workflow requires the following software
Microsoft Windows 2000 Server Advance Server with Service Pack 4 or Microsoft Windows Server 2003 Standard Edition or Enterprise Edition SP1
Microsoft SQL Server 2000 Enterprise Edition upgraded to SP4 with mixed mode authentication or Microsoft SQL Server 2005 with mixed mode authentication or Oracle 9i10g server See Chapter 3 in the Interstage Business Process Manager Installation Guide for the Advanced Edition for additional information
J2SE Development Kit (JDK) 142_10 50 Update 5 Download the JDK 142_10 from httpjavasuncomproductsarchivej2se142_10indexhtml In the Download J2SE 142_10 section click the DOWNLOAD link under the SDK column Download the JDK 50 Update 5 from httpjavasuncomproductsarchivej2se50_05
CAUTION Be careful not to upgrade automatically to another version
Tomcat 5028 Web Server installed as a service You can download Tomcat from httptomcatapacheorgdownload-55cgi
CAUTION Install Tomcat as a service When you specify the Tomcat installation directory ensure that white spaces are not included in the path
Installing Infor ERP LN Workflow | 2-3
Workflow Client
Internet Explorer 60 with Service Pack 1 or higher
Adobe SVG Viewer 30
For Graphical View of the running process instance we require SVG Viewer in the client systems
To obtain the best view with all the latest SVG features download the SVG Viewer Version 30 from the Adobe Website at httpwwwadobecom (search for SVG Viewer) Be sure to read the SVG Viewer License Agreement that appears the first time that you attempt to display the graphical view of an Interstage BPM process definition or process instance
Do not use Version 303 of the SVG Viewer Version 303 fails to display the diagrams and there is no workaround for the problem with version 303
Infor ERP LN server
For Infor ERP LN to support Infor Workflow 74 you must upgrade both Infor ERP LN and Infor ERPLN Server 7 to FP2 or FP3 or FP4
After you install the feature packs complete the following steps
PMC solutions
Install the solutions (available on the CD-ROM For information on the procedure to install the solutions refer to your PMC documentation The first three PMC solutions contain components directly related to Workflow)
PMC solution 201504 contains components of the Data Director (DA) package You must import this solution to the DA update VRC
PMC solution 201474 contains components of the Tools (TT) package You must import this solution to the Tools update VRC
PMC solution 201419 contains components of the Enterprise Modeling (TG) package You must import this solution to the standard update VRC
The last PMC solutions contain application changes to enable a better working of the sessions within Workflow
2-4 | Installing Infor ERP LN Workflow
PMC solution 201482 contains components of the Freight Management (FM) package You must import this solution to the standard update VRC
PMC solution 201483 contains components of the Distribution (TD) package You must import this solution to the standard update VRC
Solution 220508 Exporting session details and session form fields contains the new workflow functionality The related tar files named 219601tttargz are available in the CD
Within PMC you must have a VRC combination defined in which the update VRCs are placed
DomainsCheck boxes
In the Domains to be Displayed as Checkbox (ttgfd4520m000) session you must add the following two domains to be displayed as check boxes
tgyeno
danchyesno
Validation Infor Solution License Manager must be installed for the Infor
ERP LN Workflow To activate and use the Infor ERP LN Workflow you must have a validation key product ID 7047 type of license = server license
Webtop needs a validation key to function properly product ID 7002 type of license = server license
You can request validation keys from Infor Global Support Online site which is accessible at httpsupportinforcom traverse to Software license keys -gt Infor Baan Key Request and select Validation Forms
Refer to the SSA License Manager 22 - Installation and Configuration Guide (U8574A US) for more information on the procedure to configure the SLM server and create a file to request the validation keys
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
iv | About this Guide
Send us your comments We continually review and improve our documentation Any remarksrequests for information concerning this document or topic are appreciated Please e-mail your comments to documentationinforcom
In your e-mail refer to the document number and title More specific information will enable us to process feedback efficiently
1Chapter 1 Introduction
The Infor ERP LN Workflow enables you to use Infor ERP LN session to create workflows
The Infor ERP LN Server can export Dynamic Enterprise Modeling (DEM) processes as eXtended Process Definition Language (XPDL) to the Workflow Server
To start a session the Worktop and Webtop clients communicate by means of XML with the Infor ERP LN server The Worktop and Webtop communicate with the Workflow Server by means of the Workflow Framework to retrieve the work list carry out activities and so on
For triggers the path of triggering is from the Infor ERP LN server to the Workflow Server by mean of a File Transfer Protocol (FTP)
2Chapter 2 Installing Infor ERP LN Workflow
Overview
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
The Infor ERP LN Workflow 74 CD-ROM is the start-up CD The Infor Workflow Server 74 CD contains the Interstage Business Process Manager installation
Installation requirements
The following sections specify the pre-requisites that must be met before you can install the Infor ERP LN Workflow
Refer to the Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition before you start the Infor ERP LN Workflow Installation
2-2 | Installing Infor ERP LN Workflow
Workflow Server
In addition to the requirements specified in the Interstage Business Process Manager Installation Guide for the Advanced Edition which is included on the Infor ERP LN Workflow 74 CD-ROM the Infor ERP LN Workflow requires the following software
Microsoft Windows 2000 Server Advance Server with Service Pack 4 or Microsoft Windows Server 2003 Standard Edition or Enterprise Edition SP1
Microsoft SQL Server 2000 Enterprise Edition upgraded to SP4 with mixed mode authentication or Microsoft SQL Server 2005 with mixed mode authentication or Oracle 9i10g server See Chapter 3 in the Interstage Business Process Manager Installation Guide for the Advanced Edition for additional information
J2SE Development Kit (JDK) 142_10 50 Update 5 Download the JDK 142_10 from httpjavasuncomproductsarchivej2se142_10indexhtml In the Download J2SE 142_10 section click the DOWNLOAD link under the SDK column Download the JDK 50 Update 5 from httpjavasuncomproductsarchivej2se50_05
CAUTION Be careful not to upgrade automatically to another version
Tomcat 5028 Web Server installed as a service You can download Tomcat from httptomcatapacheorgdownload-55cgi
CAUTION Install Tomcat as a service When you specify the Tomcat installation directory ensure that white spaces are not included in the path
Installing Infor ERP LN Workflow | 2-3
Workflow Client
Internet Explorer 60 with Service Pack 1 or higher
Adobe SVG Viewer 30
For Graphical View of the running process instance we require SVG Viewer in the client systems
To obtain the best view with all the latest SVG features download the SVG Viewer Version 30 from the Adobe Website at httpwwwadobecom (search for SVG Viewer) Be sure to read the SVG Viewer License Agreement that appears the first time that you attempt to display the graphical view of an Interstage BPM process definition or process instance
Do not use Version 303 of the SVG Viewer Version 303 fails to display the diagrams and there is no workaround for the problem with version 303
Infor ERP LN server
For Infor ERP LN to support Infor Workflow 74 you must upgrade both Infor ERP LN and Infor ERPLN Server 7 to FP2 or FP3 or FP4
After you install the feature packs complete the following steps
PMC solutions
Install the solutions (available on the CD-ROM For information on the procedure to install the solutions refer to your PMC documentation The first three PMC solutions contain components directly related to Workflow)
PMC solution 201504 contains components of the Data Director (DA) package You must import this solution to the DA update VRC
PMC solution 201474 contains components of the Tools (TT) package You must import this solution to the Tools update VRC
PMC solution 201419 contains components of the Enterprise Modeling (TG) package You must import this solution to the standard update VRC
The last PMC solutions contain application changes to enable a better working of the sessions within Workflow
2-4 | Installing Infor ERP LN Workflow
PMC solution 201482 contains components of the Freight Management (FM) package You must import this solution to the standard update VRC
PMC solution 201483 contains components of the Distribution (TD) package You must import this solution to the standard update VRC
Solution 220508 Exporting session details and session form fields contains the new workflow functionality The related tar files named 219601tttargz are available in the CD
Within PMC you must have a VRC combination defined in which the update VRCs are placed
DomainsCheck boxes
In the Domains to be Displayed as Checkbox (ttgfd4520m000) session you must add the following two domains to be displayed as check boxes
tgyeno
danchyesno
Validation Infor Solution License Manager must be installed for the Infor
ERP LN Workflow To activate and use the Infor ERP LN Workflow you must have a validation key product ID 7047 type of license = server license
Webtop needs a validation key to function properly product ID 7002 type of license = server license
You can request validation keys from Infor Global Support Online site which is accessible at httpsupportinforcom traverse to Software license keys -gt Infor Baan Key Request and select Validation Forms
Refer to the SSA License Manager 22 - Installation and Configuration Guide (U8574A US) for more information on the procedure to configure the SLM server and create a file to request the validation keys
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
1Chapter 1 Introduction
The Infor ERP LN Workflow enables you to use Infor ERP LN session to create workflows
The Infor ERP LN Server can export Dynamic Enterprise Modeling (DEM) processes as eXtended Process Definition Language (XPDL) to the Workflow Server
To start a session the Worktop and Webtop clients communicate by means of XML with the Infor ERP LN server The Worktop and Webtop communicate with the Workflow Server by means of the Workflow Framework to retrieve the work list carry out activities and so on
For triggers the path of triggering is from the Infor ERP LN server to the Workflow Server by mean of a File Transfer Protocol (FTP)
2Chapter 2 Installing Infor ERP LN Workflow
Overview
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
The Infor ERP LN Workflow 74 CD-ROM is the start-up CD The Infor Workflow Server 74 CD contains the Interstage Business Process Manager installation
Installation requirements
The following sections specify the pre-requisites that must be met before you can install the Infor ERP LN Workflow
Refer to the Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition before you start the Infor ERP LN Workflow Installation
2-2 | Installing Infor ERP LN Workflow
Workflow Server
In addition to the requirements specified in the Interstage Business Process Manager Installation Guide for the Advanced Edition which is included on the Infor ERP LN Workflow 74 CD-ROM the Infor ERP LN Workflow requires the following software
Microsoft Windows 2000 Server Advance Server with Service Pack 4 or Microsoft Windows Server 2003 Standard Edition or Enterprise Edition SP1
Microsoft SQL Server 2000 Enterprise Edition upgraded to SP4 with mixed mode authentication or Microsoft SQL Server 2005 with mixed mode authentication or Oracle 9i10g server See Chapter 3 in the Interstage Business Process Manager Installation Guide for the Advanced Edition for additional information
J2SE Development Kit (JDK) 142_10 50 Update 5 Download the JDK 142_10 from httpjavasuncomproductsarchivej2se142_10indexhtml In the Download J2SE 142_10 section click the DOWNLOAD link under the SDK column Download the JDK 50 Update 5 from httpjavasuncomproductsarchivej2se50_05
CAUTION Be careful not to upgrade automatically to another version
Tomcat 5028 Web Server installed as a service You can download Tomcat from httptomcatapacheorgdownload-55cgi
CAUTION Install Tomcat as a service When you specify the Tomcat installation directory ensure that white spaces are not included in the path
Installing Infor ERP LN Workflow | 2-3
Workflow Client
Internet Explorer 60 with Service Pack 1 or higher
Adobe SVG Viewer 30
For Graphical View of the running process instance we require SVG Viewer in the client systems
To obtain the best view with all the latest SVG features download the SVG Viewer Version 30 from the Adobe Website at httpwwwadobecom (search for SVG Viewer) Be sure to read the SVG Viewer License Agreement that appears the first time that you attempt to display the graphical view of an Interstage BPM process definition or process instance
Do not use Version 303 of the SVG Viewer Version 303 fails to display the diagrams and there is no workaround for the problem with version 303
Infor ERP LN server
For Infor ERP LN to support Infor Workflow 74 you must upgrade both Infor ERP LN and Infor ERPLN Server 7 to FP2 or FP3 or FP4
After you install the feature packs complete the following steps
PMC solutions
Install the solutions (available on the CD-ROM For information on the procedure to install the solutions refer to your PMC documentation The first three PMC solutions contain components directly related to Workflow)
PMC solution 201504 contains components of the Data Director (DA) package You must import this solution to the DA update VRC
PMC solution 201474 contains components of the Tools (TT) package You must import this solution to the Tools update VRC
PMC solution 201419 contains components of the Enterprise Modeling (TG) package You must import this solution to the standard update VRC
The last PMC solutions contain application changes to enable a better working of the sessions within Workflow
2-4 | Installing Infor ERP LN Workflow
PMC solution 201482 contains components of the Freight Management (FM) package You must import this solution to the standard update VRC
PMC solution 201483 contains components of the Distribution (TD) package You must import this solution to the standard update VRC
Solution 220508 Exporting session details and session form fields contains the new workflow functionality The related tar files named 219601tttargz are available in the CD
Within PMC you must have a VRC combination defined in which the update VRCs are placed
DomainsCheck boxes
In the Domains to be Displayed as Checkbox (ttgfd4520m000) session you must add the following two domains to be displayed as check boxes
tgyeno
danchyesno
Validation Infor Solution License Manager must be installed for the Infor
ERP LN Workflow To activate and use the Infor ERP LN Workflow you must have a validation key product ID 7047 type of license = server license
Webtop needs a validation key to function properly product ID 7002 type of license = server license
You can request validation keys from Infor Global Support Online site which is accessible at httpsupportinforcom traverse to Software license keys -gt Infor Baan Key Request and select Validation Forms
Refer to the SSA License Manager 22 - Installation and Configuration Guide (U8574A US) for more information on the procedure to configure the SLM server and create a file to request the validation keys
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2Chapter 2 Installing Infor ERP LN Workflow
Overview
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
The Infor ERP LN Workflow 74 CD-ROM is the start-up CD The Infor Workflow Server 74 CD contains the Interstage Business Process Manager installation
Installation requirements
The following sections specify the pre-requisites that must be met before you can install the Infor ERP LN Workflow
Refer to the Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition before you start the Infor ERP LN Workflow Installation
2-2 | Installing Infor ERP LN Workflow
Workflow Server
In addition to the requirements specified in the Interstage Business Process Manager Installation Guide for the Advanced Edition which is included on the Infor ERP LN Workflow 74 CD-ROM the Infor ERP LN Workflow requires the following software
Microsoft Windows 2000 Server Advance Server with Service Pack 4 or Microsoft Windows Server 2003 Standard Edition or Enterprise Edition SP1
Microsoft SQL Server 2000 Enterprise Edition upgraded to SP4 with mixed mode authentication or Microsoft SQL Server 2005 with mixed mode authentication or Oracle 9i10g server See Chapter 3 in the Interstage Business Process Manager Installation Guide for the Advanced Edition for additional information
J2SE Development Kit (JDK) 142_10 50 Update 5 Download the JDK 142_10 from httpjavasuncomproductsarchivej2se142_10indexhtml In the Download J2SE 142_10 section click the DOWNLOAD link under the SDK column Download the JDK 50 Update 5 from httpjavasuncomproductsarchivej2se50_05
CAUTION Be careful not to upgrade automatically to another version
Tomcat 5028 Web Server installed as a service You can download Tomcat from httptomcatapacheorgdownload-55cgi
CAUTION Install Tomcat as a service When you specify the Tomcat installation directory ensure that white spaces are not included in the path
Installing Infor ERP LN Workflow | 2-3
Workflow Client
Internet Explorer 60 with Service Pack 1 or higher
Adobe SVG Viewer 30
For Graphical View of the running process instance we require SVG Viewer in the client systems
To obtain the best view with all the latest SVG features download the SVG Viewer Version 30 from the Adobe Website at httpwwwadobecom (search for SVG Viewer) Be sure to read the SVG Viewer License Agreement that appears the first time that you attempt to display the graphical view of an Interstage BPM process definition or process instance
Do not use Version 303 of the SVG Viewer Version 303 fails to display the diagrams and there is no workaround for the problem with version 303
Infor ERP LN server
For Infor ERP LN to support Infor Workflow 74 you must upgrade both Infor ERP LN and Infor ERPLN Server 7 to FP2 or FP3 or FP4
After you install the feature packs complete the following steps
PMC solutions
Install the solutions (available on the CD-ROM For information on the procedure to install the solutions refer to your PMC documentation The first three PMC solutions contain components directly related to Workflow)
PMC solution 201504 contains components of the Data Director (DA) package You must import this solution to the DA update VRC
PMC solution 201474 contains components of the Tools (TT) package You must import this solution to the Tools update VRC
PMC solution 201419 contains components of the Enterprise Modeling (TG) package You must import this solution to the standard update VRC
The last PMC solutions contain application changes to enable a better working of the sessions within Workflow
2-4 | Installing Infor ERP LN Workflow
PMC solution 201482 contains components of the Freight Management (FM) package You must import this solution to the standard update VRC
PMC solution 201483 contains components of the Distribution (TD) package You must import this solution to the standard update VRC
Solution 220508 Exporting session details and session form fields contains the new workflow functionality The related tar files named 219601tttargz are available in the CD
Within PMC you must have a VRC combination defined in which the update VRCs are placed
DomainsCheck boxes
In the Domains to be Displayed as Checkbox (ttgfd4520m000) session you must add the following two domains to be displayed as check boxes
tgyeno
danchyesno
Validation Infor Solution License Manager must be installed for the Infor
ERP LN Workflow To activate and use the Infor ERP LN Workflow you must have a validation key product ID 7047 type of license = server license
Webtop needs a validation key to function properly product ID 7002 type of license = server license
You can request validation keys from Infor Global Support Online site which is accessible at httpsupportinforcom traverse to Software license keys -gt Infor Baan Key Request and select Validation Forms
Refer to the SSA License Manager 22 - Installation and Configuration Guide (U8574A US) for more information on the procedure to configure the SLM server and create a file to request the validation keys
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-2 | Installing Infor ERP LN Workflow
Workflow Server
In addition to the requirements specified in the Interstage Business Process Manager Installation Guide for the Advanced Edition which is included on the Infor ERP LN Workflow 74 CD-ROM the Infor ERP LN Workflow requires the following software
Microsoft Windows 2000 Server Advance Server with Service Pack 4 or Microsoft Windows Server 2003 Standard Edition or Enterprise Edition SP1
Microsoft SQL Server 2000 Enterprise Edition upgraded to SP4 with mixed mode authentication or Microsoft SQL Server 2005 with mixed mode authentication or Oracle 9i10g server See Chapter 3 in the Interstage Business Process Manager Installation Guide for the Advanced Edition for additional information
J2SE Development Kit (JDK) 142_10 50 Update 5 Download the JDK 142_10 from httpjavasuncomproductsarchivej2se142_10indexhtml In the Download J2SE 142_10 section click the DOWNLOAD link under the SDK column Download the JDK 50 Update 5 from httpjavasuncomproductsarchivej2se50_05
CAUTION Be careful not to upgrade automatically to another version
Tomcat 5028 Web Server installed as a service You can download Tomcat from httptomcatapacheorgdownload-55cgi
CAUTION Install Tomcat as a service When you specify the Tomcat installation directory ensure that white spaces are not included in the path
Installing Infor ERP LN Workflow | 2-3
Workflow Client
Internet Explorer 60 with Service Pack 1 or higher
Adobe SVG Viewer 30
For Graphical View of the running process instance we require SVG Viewer in the client systems
To obtain the best view with all the latest SVG features download the SVG Viewer Version 30 from the Adobe Website at httpwwwadobecom (search for SVG Viewer) Be sure to read the SVG Viewer License Agreement that appears the first time that you attempt to display the graphical view of an Interstage BPM process definition or process instance
Do not use Version 303 of the SVG Viewer Version 303 fails to display the diagrams and there is no workaround for the problem with version 303
Infor ERP LN server
For Infor ERP LN to support Infor Workflow 74 you must upgrade both Infor ERP LN and Infor ERPLN Server 7 to FP2 or FP3 or FP4
After you install the feature packs complete the following steps
PMC solutions
Install the solutions (available on the CD-ROM For information on the procedure to install the solutions refer to your PMC documentation The first three PMC solutions contain components directly related to Workflow)
PMC solution 201504 contains components of the Data Director (DA) package You must import this solution to the DA update VRC
PMC solution 201474 contains components of the Tools (TT) package You must import this solution to the Tools update VRC
PMC solution 201419 contains components of the Enterprise Modeling (TG) package You must import this solution to the standard update VRC
The last PMC solutions contain application changes to enable a better working of the sessions within Workflow
2-4 | Installing Infor ERP LN Workflow
PMC solution 201482 contains components of the Freight Management (FM) package You must import this solution to the standard update VRC
PMC solution 201483 contains components of the Distribution (TD) package You must import this solution to the standard update VRC
Solution 220508 Exporting session details and session form fields contains the new workflow functionality The related tar files named 219601tttargz are available in the CD
Within PMC you must have a VRC combination defined in which the update VRCs are placed
DomainsCheck boxes
In the Domains to be Displayed as Checkbox (ttgfd4520m000) session you must add the following two domains to be displayed as check boxes
tgyeno
danchyesno
Validation Infor Solution License Manager must be installed for the Infor
ERP LN Workflow To activate and use the Infor ERP LN Workflow you must have a validation key product ID 7047 type of license = server license
Webtop needs a validation key to function properly product ID 7002 type of license = server license
You can request validation keys from Infor Global Support Online site which is accessible at httpsupportinforcom traverse to Software license keys -gt Infor Baan Key Request and select Validation Forms
Refer to the SSA License Manager 22 - Installation and Configuration Guide (U8574A US) for more information on the procedure to configure the SLM server and create a file to request the validation keys
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-3
Workflow Client
Internet Explorer 60 with Service Pack 1 or higher
Adobe SVG Viewer 30
For Graphical View of the running process instance we require SVG Viewer in the client systems
To obtain the best view with all the latest SVG features download the SVG Viewer Version 30 from the Adobe Website at httpwwwadobecom (search for SVG Viewer) Be sure to read the SVG Viewer License Agreement that appears the first time that you attempt to display the graphical view of an Interstage BPM process definition or process instance
Do not use Version 303 of the SVG Viewer Version 303 fails to display the diagrams and there is no workaround for the problem with version 303
Infor ERP LN server
For Infor ERP LN to support Infor Workflow 74 you must upgrade both Infor ERP LN and Infor ERPLN Server 7 to FP2 or FP3 or FP4
After you install the feature packs complete the following steps
PMC solutions
Install the solutions (available on the CD-ROM For information on the procedure to install the solutions refer to your PMC documentation The first three PMC solutions contain components directly related to Workflow)
PMC solution 201504 contains components of the Data Director (DA) package You must import this solution to the DA update VRC
PMC solution 201474 contains components of the Tools (TT) package You must import this solution to the Tools update VRC
PMC solution 201419 contains components of the Enterprise Modeling (TG) package You must import this solution to the standard update VRC
The last PMC solutions contain application changes to enable a better working of the sessions within Workflow
2-4 | Installing Infor ERP LN Workflow
PMC solution 201482 contains components of the Freight Management (FM) package You must import this solution to the standard update VRC
PMC solution 201483 contains components of the Distribution (TD) package You must import this solution to the standard update VRC
Solution 220508 Exporting session details and session form fields contains the new workflow functionality The related tar files named 219601tttargz are available in the CD
Within PMC you must have a VRC combination defined in which the update VRCs are placed
DomainsCheck boxes
In the Domains to be Displayed as Checkbox (ttgfd4520m000) session you must add the following two domains to be displayed as check boxes
tgyeno
danchyesno
Validation Infor Solution License Manager must be installed for the Infor
ERP LN Workflow To activate and use the Infor ERP LN Workflow you must have a validation key product ID 7047 type of license = server license
Webtop needs a validation key to function properly product ID 7002 type of license = server license
You can request validation keys from Infor Global Support Online site which is accessible at httpsupportinforcom traverse to Software license keys -gt Infor Baan Key Request and select Validation Forms
Refer to the SSA License Manager 22 - Installation and Configuration Guide (U8574A US) for more information on the procedure to configure the SLM server and create a file to request the validation keys
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-4 | Installing Infor ERP LN Workflow
PMC solution 201482 contains components of the Freight Management (FM) package You must import this solution to the standard update VRC
PMC solution 201483 contains components of the Distribution (TD) package You must import this solution to the standard update VRC
Solution 220508 Exporting session details and session form fields contains the new workflow functionality The related tar files named 219601tttargz are available in the CD
Within PMC you must have a VRC combination defined in which the update VRCs are placed
DomainsCheck boxes
In the Domains to be Displayed as Checkbox (ttgfd4520m000) session you must add the following two domains to be displayed as check boxes
tgyeno
danchyesno
Validation Infor Solution License Manager must be installed for the Infor
ERP LN Workflow To activate and use the Infor ERP LN Workflow you must have a validation key product ID 7047 type of license = server license
Webtop needs a validation key to function properly product ID 7002 type of license = server license
You can request validation keys from Infor Global Support Online site which is accessible at httpsupportinforcom traverse to Software license keys -gt Infor Baan Key Request and select Validation Forms
Refer to the SSA License Manager 22 - Installation and Configuration Guide (U8574A US) for more information on the procedure to configure the SLM server and create a file to request the validation keys
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-5
Installing Infor ERP LN Workflow
Installation overview
Review the following overview of the installation process and note the information you must have on-hand to complete the installation The installation is described in detail in the following chapter
As part of the installation you are prompted for the following information about the database server
The name of the computer on which the workflow database resides
The database administrator logon ID and password
The user ID and password for the workflow database account
The SID Oracle Root directory and the Oracle DBPath in case you use an Oracle 9i10g server
The installation also requires the details of the Directory Service you plan to use for user authentication purpose for the Workflow server
During the installation process you are prompted for the Infor Workflow Server 74 CD-ROM
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-6 | Installing Infor ERP LN Workflow
Installation Checklist
Seq No
Item Description YesNoNA
Remarks Installation Inputs
1 Microsoft Windows 2000(SP4) 2003(SP1)
2 Microsoft SQL Server 2000(SP4) Microsoft SQL Server 2005
Server Name Instance Name Port Number Database Path Admin User name Admin Password
3 Microsoft JDBC Driver JDBC Driver path
4 Oracle 9i Oracle 10g Oracle host SID DBName OracleRoot Oracle Port Database Path Admin User name Admin Password
5 Java JDK Version 142_10 or 150_05
Set JAVA_HOME environment variable after installing JDK
6 Tomcat 5028 Tomcat should be Installed as service and in a directory without spaces
Tomcat service should be running before installation starts
Tomcat Home Port number
7 LDAP Host DNOU
8 Active Directory Service Host Active Directory Key OU
9 SMTP Server Host Email address of administrator
10 FTP Server setup Optional Used with triggering
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-7
Note
It is preferable to do the JDK Installation before installing Tomcat Server
It is recommended to set JAVA_HOME variable to point to the desired JDK installation during Installation of Tomcat Server and Infor Workflow server
During Tomcat installation make sure that the Path to Java Virtual Machine points to the JDK installation which you want to use with the Workflow server environment
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-8 | Installing Infor ERP LN Workflow
Installation Steps
The Infor ERP LN Workflow installation uses two CD-ROMs
Infor ERP LN Workflow 74
Infor Workflow Server 74
1 Insert the Infor ERP LN Workflow 74 CD into the CD-ROM drive Double-click setupexe in case the setup does not start automatically
The installation starts and the following dialog box appears
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-9
2 Click Install Products The various products that are part of the Infor ERP LN Workflow are displayed as shown in the following figure
The following list provides a brief description of the contents
Product Manuals Click Product Manuals to view an overview document from which you can open all documentation delivered with this solution In addition the current Installation and Configuration Manual is also part of this overview
Install Infor Workflow Installs Infor ERP LN Workflow
Note Before you begin installing the Infor Workflow ensure that all the installation requirements for the Workflow server are met
Install Worktop Installs Infor ERPLN Worktop 2417
Install Webtop Installs Infor Webtop 84 for Infor ERP LN
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-10 | Installing Infor ERP LN Workflow
Note Worktop and Webtop are Workflow Clients
PMC Solutions for Workflow Select PMC Solutions for Workflow to view the PMC solution components required to upgrade the Infor ERP LN environment for Workflow
Get Adobe Reader Opens the httpwwwadobecom website to download Adobe Reader which is required to view the documentation
3 Click Install Infor Workflow
If the following message appears then it means that you are upgrading your existing Workflow 62 installation Go to Chapter 3 and follow the steps
If do not know what to do click NO Read Chapter 3 and decide on future course of action
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-11
The Welcome to the Infor ERP LN Workflow Installation dialog box appears
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-12 | Installing Infor ERP LN Workflow
4 Click Next
The Choose Destination Location dialog box appears
Select the directory where you want to install the Infor ERP LN Workflow
Note Do not include white spaces in this path
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-13
5 Click Next
The Select Infor ERP LN Workflow Component to Install dialog box appears
Select Infor Workflow Server Software Components to install Infor Workflow Server on the computer If the database server resides on the same computer where the workflow server is being installed the database will be configured automatically Otherwise only the Workflow Server is installed
Select Configure Infor Workflow Database Server to configure the database for Infor Workflow When Workflow Server and the Database server reside on different machines the remote database must be configured The Infor ERP LN Workflow 74 must be installed on the database server with Configure Infor Workflow Database Server option this configures the remote database for Infor ERP LN Workflow After you configure the remote database the user can install the Infor ERP LN Workflow on a different system and point to the remote database
Note Presently Infor ERP LN Workflow is supported only on Windows
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-14 | Installing Infor ERP LN Workflow
6 Click Next
The Select Database Type dialog box appears You can select Microsoft SQL Server 2000 Microsoft SQL Server 2005 or Oracle 9i10g
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-15
7 Click Next
The JDBC Driver Path dialog box appears
Based on the database selected appropriate JDBC Driver must be supplied
Database JDBC Driver
Microsoft SQL Server 2000 Microsoft SQL Server 2000 JDBC Driver (SP3)
Microsoft SQL Server 2005 Microsoft SQL Server 2005 JDBC Driver
Oracle 9i10g Oracle JDBC Driver (classes12zip) Oracle JDBC driver can be picked up from ltORACLE_ROOTgtJDBClib
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-16 | Installing Infor ERP LN Workflow
8 Click Next
The Database Server Information dialog appears if the database selected is Microsoft SQL Server 2002005
Server Specify the name of the computer on which the Microsoft SQL Server 2000 2005 database resides
Instance Specify the Microsoft SQL Server 20002005 database instance or retain the default value
Port Specify the TCPIP port configured for the database Default port is 1433
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-17
If the database selected is Oracle 9i10g
Server Oracle Host Name
SID Oracle SID
Port The port number The Oracle database listens to this port
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-18 | Installing Infor ERP LN Workflow
9 Click Next
The Database Server Information dialog appears
If the database selected is Microsoft SQL Server 20002005
Specify the path for the Microsoft SQL server Database files If you are updating an existing workflow database please give the path for database files of the existing Workflow database
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-19
If the database selected is Oracle
Database Specify the Oracle Database name
Root Dir Specify the root directory of the Oracle Installation
DB Path Specify the path where you want your Workflow database files to be created If you are updating an existing workflow database please give the path for database files of the existing Workflow database
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-20 | Installing Infor ERP LN Workflow
10 Click Next
If the database server is the computer where the installation is running then this dialog to accept the administrator User ID and password for the database Database Server Login appears If not go to Step 11
If the database selected is Microsoft SQL Server 20002005 the default administrator login is sa If the database selected is Oracle 9i10g the default administrator login is system
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-21
11 Click Next
In case a Workflow database already exists the Database Configuration dialog appears here you can choose to retain the existing database or create a new database
Select Update Infor Workflow Database if you want to upgrade the existing Workflow data The Create New Infor Workflow Database option deletes the existing database and creates a new one
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-22 | Installing Infor ERP LN Workflow
12 Click Next
The Database Server Information dialog appears
Specify a database user ID and password and a verify password with privileges to the workflow database account In Microsoft SQL Server 20002005 if a Create New Infor Workflow Database option is selected this user id is created with the supplied password For Oracle the user id must already exist in the Oracle database
When Update Infor Workflow Database option is selected the user id with the supplied password must already exist in the database server
The default password is wfdbpassword It is highly recommended to change the password during the installation itself
If the workflow database is located on a different server the remote database must be configured for Infor Workflow and the database user id must exist on the remote database
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-23
If Configure Infor Workflow Database Server database is selected then go to Step 21
13 Click Next
When Tomcat version 50 is installed as a service on the system where the installation is being executed the following dialog appears
If you click Yes this installation of Tomcat is used to install the Infor ERP LN Workflow solution The installation proceeds to Step 16 Otherwise go to Step 14
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-24 | Installing Infor ERP LN Workflow
14 Click Next
The Web Server Location dialog box appears
Specify the path where Tomcat Version 5028 is installed
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-25
15 Click Next
Specify the port number on which the Tomcat Server is listening
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-26 | Installing Infor ERP LN Workflow
16 Click Next
The Select Directory Type dialog box appears
For any Microsoft Windows Server platform you can accept the default Native NT Directory and click Next
Select LDAP Server to configure the workflow server to authenticate using Sun Java System Directory Server 51
Select Microsoft Active Directory to configure the workflow server to authenticate using Microsoftreg Active Directory
For LDAP and Microsoft Active Directory a configuration window appears later
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-27
17 Click Next
The Create Directory Service Login Account dialog box appears
Specify a user name and password to create a Directory Service account for use with Workflow Re-enter the password to verify
The default password is wfpassword It is highly recommended to change the password during the installation itself
If you selected Native NT Directory the E-Mail [SMTP] Server Information screen appears go to Step 20
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-28 | Installing Infor ERP LN Workflow
18 Click Next
In Step 16 if you select Microsoft Active Directory Type the Windows Active Directory Server Information dialog box appears
Enter the following information
Host Specify the host where the Windows Active Directory Service is installed
Key Specify the Key Contact your server administrator for the appropriate key syntax
OU Specify the Organizational Unit Contact your server administrator for the correct key syntax
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-29
In Step 16 if you select LDAP the LDAP Server Information dialog box appears
Server The host name where the LDAP Server is installed
DN The distinguished name
OU The organizational unit
Refer the section 342 Directory Service Installation in Interstage Business Process Manager Version 74 Installation Guide for the Advanced Edition for further information relating to LDAP and Windows Active Directory Service configurations
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-30 | Installing Infor ERP LN Workflow
19 Click Next
If the specified host name is not available the following message appears Otherwise proceed to Step 16 Click No to correct the information Click Yes to proceed with the entered information
20 The E-Mail (SMTP) Server Information screen appears
Specify the e-mail (SMTP) server and the e-mail account that appears in the From field of e-mail notifications to use e-mail notifications for Infor Workflow tasks This account has certain security rights as described in the Interstage Business Process Manager Installation Guide for the Advanced Edition
For this purpose you can use the SMTP service as part of Internet Information Services (IIS) that is available on both the installation platforms If
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-31
not installed you can install the SMTP service using the AddRemove Windows Components wizard that is located in the Windows Control Panel
Leave the fields blank to disable e-mail notifications
21 Click Next
The Insert Infor Workflow Server CD dialog box appears
Insert the Infor Workflow Server 74 CD in the CD-ROM drive
Click Browse and navigate to the root directory of the CD-ROM or to a server where the installation is stored
22 Click Next The Installing Interstage IBPM dialog box appears
23 Reinsert the Infor ERP LN Workflow CD-ROM when prompted
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-32 | Installing Infor ERP LN Workflow
24 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
25 After the completion of Workflow and Infor ERP LN Workflow installations
the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-33
Check Infor Workflow installation
To verify if the installation of Infor ERP LN Workflow is successful use the Infor Workflow 74 clients link to log on to Workflow
1 Start the Workflow server on the Start menu click Programs Infor Workflow 74 Server Start Server
2 Log on to Infor Workflow on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 clients
3 You are prompted to log on to BPM Console use the Directory Service Login account specified in Step 12 of installation (default wfuser and wfpassword)
4 Import the sample template by first importing the XPDL file located in the Sample Templates directory of the Infor ERP LN Workflow CD-ROM In the Process Definitions click Import From XPDL to accomplish this
5 Copy the UserIdhtml file from the Sample Templates FormsRepository directory on the Infor ERP LN Workflow CD-ROM to the ltWorkflow install directorygttaskmanageriflowjspFormsRepository
6 Copy the UserIdhtml file from directory Sample TemplatesQuickForms on the Infor ERP LN Workflow CD-ROM to ltWorkflow install directorygttaskmanageriflowjspQuickForms
7 In the Process Definition tab below My Process Definitions the imported template Retrieve User Data ERP LN is visible
8 Initiate ldquoRetrieve User Data ERP 50crdquo using the Start option The Process Instance tab is displayed with Create new instance of Retrieve User Data ERP LN Click Start on this Tab
9 Click the Process Instance tab a list of active process instances is displayed As this is the first time your are using Infor Workflow installation a process instance Retrieve User Data ERP LN with an instance ID is displayed Click on the Retrieve User Data ERP LN link Click Graphical View The first activity in the new process appears in green color which indicates that the scheduling of this activity is successful
10 Click the Worklist tab select the activity Insert User Name and click Retrieve User Data
11 The next activity of the process in the User Data (ttaad2500m000) session is made visible on the Worklist tab which you can select and click Finish
12 The Activity list is now empty and you successfully handled a process from the Retrieve User Data ERP LN template
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-34 | Installing Infor ERP LN Workflow
Uninstalling Infor Workflow 74
You can uninstall Infor Workflow 74 with the Infor Workflow Uninstall program StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74 When you uninstall Infor Workflow 74 with the uninstall link it removes everything except
FormsRepository and other DMSRoot directories
The ibpmproperties file
The AdminRole Group
The Infor Workflow Server user
Infor Workflow 74 database
To Uninstall Infor Workflow 74 perform the following steps
1 Log out of all Infor Workflow 74 clients and close all Browser windows
2 Select Uninstall from the Infor Workflow 74 Program Group (StartgtProgramsgtInfor Workflow 74gtServergtUninstall Infor Workflow 74) An alternative un-installation method is to run setupexe from the Infor ERP LN Workflow CD
If you select to uninstall using the Infor ERP LN Workflow CD and if your Infor workflow installation is an upgraded installation it asks a question ldquoThere is already a different Infor Workflow Extension installed Do you want to continue and install this extension alongsiderdquo
If you select Yes it re-installs the Infor ERP LN Workflow If you select No the un-installation process goes to step 3
3 Click Yes when the uninstaller requests confirmation of uninstall option
4 After uninstalling Infor Workflow 74 restart your machine
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-35
Before you use WorktopWebtop
How to authorize Infor ERP LN users for workflow
The Infor ERP LN users who must use workflow must be provided authorization You can do this by means of the User Data (ttaad2500m000) session after you select the interest user
To authorize a user for workflow you must select the WorkopWebtop Tree check box and the Baan Workflow check box
Note Ensure that you select Convert to Runtime Data Dictionary option on the Specific menu in the User Data (ttaad2500m000) session
If you create a document in Worktop or if you configure a user profile in Webtop only the Infor ERP LN user who is authorized to use workflow can specify the workflow server and a workflow password
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-36 | Installing Infor ERP LN Workflow
Before you log on to workflow you must generate a workflow user account for the Infor ERP LN user
Note The Workflow user name must be the same as the Infor ERP LN user name
How to generate a Workflow user account
Generate a Workflow user account with the same user name as for Infor ERP LN You can create a user by means of the command line
iflownetadd user password group domainname|machinename
Example iflownetadd wfuser wfpassword role
This adds the user that exists by default in Workflow
For more information refer to the section 35 ldquoUser Accounts and Rolesrdquo in the Interstage Business Process Manager Installation Guide
To install Infor Worktop
The Infor ERPLN Worktop 2417 is delivered on the Infor ERP LN Workflow CD
To install Worktop you can click Install Worktop on the installer To connect Worktop to the Infor ERP LN SSA_BW__71d14 or later must be installed
If you have installed Baan Windows and Worktop you must create a new Worktop document While you create this document you carry out a step in which you can specify the Workflow server and the workflow user password See also the section ldquoBefore you use WorktopWebtoprdquo for more information
For more information on Infor ERPLN Worktop refer to the following documents
Installation Guide Worktop 24 for Infor ERPLN (U8476C US)
Administrators Guide Worktop 24 for Infor ERPLN (U8476F US)
Configuration Guide Worktop 24 for Infor ERPLN (U8477C US)
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-37
To install Infor Webtop 84 for ERP LN
The Infor Webtop 84 build ME0131 for ERP LN is delivered on the Infor ERP LN Workflow CD
To install the Webtop server click Install Webtop
For more information refer to the ldquoBefore you use WorktopWebtoprdquo Section
Installing Webtop on the Workflow server
If you use the Webtop installer that is shipped with this solution and you want to deploy Webtop on the Workflow server and the Webtop use its own application server (tomcat) instead of Workflowrsquos application server you must do the following
1 Click DemoShield setupexe
2 Click Install Products
3 Click Install Webtop and complete the installation Ensure that the Webtop Web server does not use the same port as the Workflow Web server By default Workflow is installed listening to port 49950 and Webtop is by default listening to port 80 Therefore these defaults do not cause a problem
Port Numbers Oracle uses port 8080 Therefore if you use Oracle as your database you must select another port for Workflowrsquos tomcat application server Microsoft Internet Information Services (IIS) uses port 80 Therefore if you use IIS you must choose another port for Webtoprsquos tomcat application server
4 Ensure that the server port (default 8005) specified in the serverxml file in the conf directory of Webtoprsquos application server (tomcat) is not the same as in Workflowrsquos application server (tomcat) Change the serverxml of the application server that runs Webtop so that the Webtop listens to 8006
Change ltServer port=8005 shutdown=SHUTDOWN debug=0gt to ltServer port=8006 shutdown=SHUTDOWN debug=0gt
5 Start Webtoprsquos tomcat server You can now access Webtop by means of httplthostprtgtwebtopservletlogin
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-38 | Installing Infor ERP LN Workflow
Deploying Webtop on the application server (tomcat) of Infor Workflow You can run the Webtop server on the same application server (tomcat) as Workflow In that case do not click Install Webtop Instead you must first stop the application server Copy the webtopwar available in the webtopj2eeDeployment directory on Infor ERP LN Workflow CD-ROM to the Webapps directory and restart the application server Webtop is automatically deployed Before you access a back end you must specify an Infor ERP LN environment by means of the Infor Webtop 84 for ERP LN admin console located at httplthostportgtwebtopservletadmin
You can now access Webtop by means of the following link httplthostprtgtwebtopservletlogin
For more information on Infor Webtop 84 refer to the Infor WebTop 84 for ERP LN - Installation and Configuration Guide (U8715D US)
Configuring Infor Webtop for Infor Workflow 74
You can perform configuration for Infor Workflow on the Infor WebTop 84 for Infor ERP LN administration Console if authorization is authenticated by the user data session
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Installing Infor ERP LN Workflow | 2-39
Workflow Login
Under the topic Login Configuration you can specify two parameters In the first field you can specify the Workflow server When a user creates a user profile this server is the default In the second field you can specify whether or not a user may specify a password By default the password is stored encoded in the user profile
Workflow refresh
Under the topic Refresh Configuration you can specify the refresh parameters The first parameter specifies whether the refresh mechanism must be activated when the Webtop is started By default this option is disabled and the user must refresh the work list However the work list is always refreshed after an action of the user The second parameter specifies whether the work list is refreshed automatically If this parameter is not checked the user sees a message in the work list title bar that the work list is out of sync The third and last parameter specifies the amount of seconds between two checks to determine whether the work list is out of sync
Workflow update
At this moment we have three versions of the iFlowiBPM server For each version a specific Workflow integration component (iFlowjar) needs to be deployed in the ltwebappgtWEB-INFlib directory
For any version of iFlow you can deploy a wfupdate web application from which you can download the correct iFlowjar The wfupdate web application is also used by the Infor ERPLN Worktop 2417
To test the download of iFlowjar from the WebTop complete the following steps
1 Stop the application server on which WebTop is running
2 Rename the iFlowjar in the ltwebappgtWEB-INFlib to iFlowjarOLD
3 Open the WebTop Administration console -gtWorkflow-gtUpdate Integration Component
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
2-40 | Installing Infor ERP LN Workflow
4 Specify the workflow server name and the port number and Click Download this will place the iFlowjar to ltwebappgtWEB-INFlib as iFlowjarUPDATE
5 Rename iFlowjarUPDATE to iFlowjar
6 Restart the application server
User profile
Finally a user must create a new user profile in which both the server name and workflow user password are required The user name is by default the same as the Infor ERP LN user name
Note For detailed information refer to the Infor WebTop 84 for Infor ERP LN documentation
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
3Chapter 3 Upgrade To 74
With Infor Workflow 74 it is possible for the customers to upgrade from an existing Workflow 62 to Infor Workflow 74 The installation retrieves already available information from the Workflow 62 environment where ever possible and prompts the user for the missing information Once the missing information is made available the Infor Workflow 74 upgrades the existing Workflow 62 installation
This chapter details the details the pre-installation and post-installation activities for an upgrade installation
The upgrade installation upgrades the standard Infor Workflow 62 Installation to Infor Workflow 74 If the existing Workflow 62 installation has undergone any customization make sure to redo the customizations on an upgraded system
It is mandatory to take the back-up of the existing Workflow 62 installation before going for an upgrade installation Taking the back-up of the database and the installation folders is the only way to preserve data The upgrade installation will only upgrade the standard installation components Any additionsmodifications done to the installation of Workflow 62 is not guaranteed to upgrade
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
3-2 | Upgrade To 74
Pre-Installation Steps
Read the Chapter 2 of this document to understand the hardware and software requirements of Infor Workflow 74 The chapter describes in details all the input parameters of the Infor Workflow Installation
1 Fujitsu 74 Installation requires 300MB of disk space
2 Fill in the Installation Checklist provided in Chapter 2
3 All the workflow users should be logged off the Workflow System
4 Run the InforSizeCalculatorzip utility on the existing Workflow 62 Environment This utility provides information about the process templates which cannot be directly upgraded to Infor Workflow 74 The maximum size of a template in Workflow 74 is 512 kb See Appendix B for detailed steps to follow
5 Take a backup of existing Workflow 62 Installation folder This is the only way to ensure the retention of your current IBPM data This backup is required to restore data which is not directly migrated using the Workflow 74 Upgrade process
All data created in the installation directory as part of customers own extensions or enhancements new folders created post installation and so on are not handled by the upgrade installation The user has to restore this data himself post installation before restarting his workflow server The workflow server may generate unexpected error during execution of the workflows if it does not find its customized data it expects in its installation folders
Steps to take back up
a stop the iflow62 services and the tomcat services
b Take a backup of the database Refer to the OracleMSQL Server 2000 documentation and take a backup of the database
c The database files are present in the Workfow62 installation directory These files are in use by the database server This interrupts the file copy operation which taking backup
Make sure that database file gets copied properly
For Microsoft SQL Server you can stop SQL Server and take the backup If that is not possible you can take the database offline and take the backup One more possibility is to detach the database complete the backup process and attach the database again
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Upgrade To 74 | 3-3
Refer to the Microsoft SQL Server documentation for detailed steps to detachbackup a database For Oracle refer to the Oracle documentation to understand how to make sure that data files donrsquot interrupt the backup of files
d Take the Installation Folder backup
e Depending on the actions done in step c make sure that the database is again accessible For example if the database server was stopped then start the database server If the database was detached then attach the database
6 Make sure Tomcat 5028 or above is installed For Workflow 62 if a different tomcat is used make sure that the port numbers are for start-up and shutdown are properly modified It is possible that you have installed Workflow 62 in Tomcat 4x environment Then you have to install Tomcat 5x for Infor Workflow 74 to install
7 Make sure the JAVA_HOME environment variable is set to the Java JDK you want to use for the installation Java version should be greater than 142_10 If you are using java 50 then the version should be greater than 150_05 If JAVA_HOME is not mentioned the installer picks the default JDK installation on the system
8 Make sure the JDBC driver for the selected database is installed before starting the upgrade
9 Upgrade Installation expects database to be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA Upgrade is not possible if the database is relocated to other directory
When Database server and Workflow server are located on the same computer the database files should be available in ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA If the database files are located in any other location then you have to relocate it to ltWorkflow62 Install Dirgt WEB-INFDatabaseDATA for the upgrade to happen Relocating the database files can be accomplished using BackupRestore functionality of the respective (Microsoft SQL Server Oracle) databases
For Microsoft SQL Server 20002005 Infor Workflow Server requires the workflow database files names as teamflowdvc_7dat (corresponds to data file mdf) and teamflowlogdvc_7dat (corresponds to log files ldf) If your database files names are different you have to Backup the database and Restore it with a different physical file name This can be done in the Options tab of Restore Dialog Please refer to the Microsoft SQL Server documentation for BackupRestore
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
3-4 | Upgrade To 74
During BackupRestore please make sure that the workflow database user has permissions on workflow database after restore Workflow database user used during upgrade installation is picked up from twfini file present in ltWorkflow 62 Install directorygt WEB-INFServerbin The property is DBALoginName
Infor workflow user for the upgrade installation is picked up from TWFServerUserName property in the twfini file
If the database server is different from the Workflow Server please refer to the Upgrading Remote Database section
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Upgrade To 74 | 3-5
Steps for Upgrade Installation
If the Infor Workflow 74 Installation detects the existence of an SSA Workflow 62 Installation the installer offers to upgrade the existing installation If you have not taken the backup of the existing installation directory it is time to take backup Backup is very essential to preserve the data generated during the existence of workflow 62 installation and it may be lost due to the upgrade process
1 Click Install Infor Workflow in the Welcome screen
Above screen appears when the upgrade installation is about to begin
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
3-6 | Upgrade To 74
2 Click Yes
The Welcome dialog appears
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Upgrade To 74 | 3-7
3 Click Next
The JDBC Driver path appears
Enter the Path of the JDBC drive The type of the database is picked up from the existing Workflow 62 installation For details refer to the JDBC Driver path dialog in Chapter 2
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
3-8 | Upgrade To 74
4 Click Next Database Server Information dialog appears
For Workflow 62 on Microsoft SQL Server the dialog prompts for Database Instance name
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Upgrade To 74 | 3-9
For Workflow 62 installed on Oracle
Need to generate the dialog
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
3-10 | Upgrade To 74
5 Click Next
The Database Server Information dialog appears
6 Click Next
This message appears if the database to be upgraded is not available in the default directory and the upgrade installation comes out
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Upgrade To 74 | 3-11
If database is found then the below screen appear
7 Click Yes
Summary Screen appears
Verify if all the information which is used for upgrade is proper and proceed to the next step
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
3-12 | Upgrade To 74
8 Click Next
Uninstall application is launched Complete the un-installation of Workflow 62
There is a known issue of Workflow 62 not uninstalling completely when a Workflow 62 patch is applied on the Workflow 62 installation The un-installation removes only the patch but not the original installation
In case you have Workflow 62 patch applied then you get two un-installation programs one for Workflow 62 patch and next for uninstalling Workflow 62 Please complete both the un-installations
Insert Infor Workflow Server CD dialog appears
9 Click Next The Installing Interstage IBPM dialog box appears
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Upgrade To 74 | 3-13
10 If the installation is successful the Infor Workflow 74 Installation Complete dialog box appears
After the completion of Workflow and Infor ERP LN Workflow installations the Infor Workflow 74 Installation Complete dialog box appears Click Finish and remove the CD-ROM
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
3-14 | Upgrade To 74
Checking the upgrade status
1 Go to the ltinstall directorygtlogs There should be two files DbStatuslog and DbUpgradeStatuslog These files tell the status of the database update
2 Go to the ltinstall directorygttaskmanageriflowjspConfig There you can find configurations files which are migrated from Workflow 62 to Infor Workflow 74 There will be old files for all the migrated files
3 The above two verifications indicates whether the upgrade was successful
4 The log file InforWorkflow74log may contain messages like ldquoCould not copy filesrdquo It only means that those files were not available in the existing installation
5 The backup files are located at ltInstallDiskgtWF-528B7DC1-01D3-4800-A899-B06535253F9B Once the Upgrade is completed successfully this folder can be deleted
Post Installation Steps
1 The Workflow Server services is not started by the installation The administrator can do the required workflow configuration and customization changes before starting the Workflow server
2 All JDBC drivers used have to be copied manually If it is a jar file it should be placed in ltInfor Workflow Install Directorygtlibext and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-inflib If it is a class it should be in ltInfor Workflow Install Directorygtclasses and ltInfor Workflow Install Directorygttaskmanageriflowjspweb-infclasses folder Customizations and third part drivers used by the customers has to be taken care by the customer to transfer them to appropriate location
3 Take care to configure the FTP if the Infor ERP LN Workflow is installed for exporting the Session and Session form fields See Appendix D for further information of FTP Services
4 All customized FTP configurations used for Triggering have to be checked and corrected
5 If ssacustomjstxt is customized then the same needs to be restored from the backed up installation folder
6 The XSDrsquos of ERPLN have to be restored from the backup to the correct folders
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Upgrade To 74 | 3-15
7 The DataSourceDefinitionxml should be changed by the customer to remove references to newatlanta sql server driver (JTurbojar) This is because Fujitsu no longer supports the JTurbo Driver
Sample JTurbo data source entry in DataSourceDefinitionxml
ltDataSource name=purchaseDBgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=Stringgtsaltpropertygt ltproperty name=URL type=StringgtjdbcJTurboinhydgtdnapro11433teamflowdbltpropertygt ltproperty name=DriverClassName type=StringgtcomnewatlantajturbodriverDriverltpropertygt ltDataSourcegt
Sample Microsoft JDBC Driver data source entry in DataSourceDefinitionxml
ltDataSource name=listdbgt ltproperty name=UserName type=Stringgtsaltpropertygt ltproperty name=Password type=StringgtSsa0nyltpropertygt ltproperty name=URL type=Stringgt jdbcmicrosoftsqlserverinhydtestwork11433databasename=teamflowdbltpropertygt ltproperty name=DriverClassName type=Stringgt commicrosoftjdbcsqlserverSQLServerDriverltpropertygt ltDataSourcegt
Upgrading Remote Database
When the database resides on a computer different from the computer on which the Infor Workflow server is installed we call the database as remote database
To upgrade a Workflow remote database you have to follow the installation steps for a fresh installation as mentioned in Chapter 2
During execution of the installation steps following options need to be used to upgrade the remote database
1 In Step 5 select Configure Infor Workflow Database Server
2 In Step 9 provide the correct database path of the existing Workflow 62 database files
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
3-16 | Upgrade To 74
3 In Step 11 select Update Infor Workflow Database
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
4Chapter 4 Configure triggering
With the Infor ERP LN Workflow you can configure your workflow server to use an event trigger to initiate a workflow process To configure the workflow server to handle incoming event triggers complete the following steps
Specify an XML file listener where iBPM checks for new event triggers in the form of an XML file
Specify an FTP Virtual Directory where the Infor ERP LN back end can place generated event triggers files This directory is the same as the directory specified for the previous XML file listener
Specify an XSD directory for the event trigger XSD files
To configure the XML file listener
The XML Listener is a Workflow component that looks for XML documents received from the Infor ERP LN back end to start new workflow processes
The XML file listener is an integral part of Workflow You cannot add another listener or you cannot delete the existing listener You can customize some of the XML file listener features
By default the XML listener deletes XML documents processed successfully and saves XML documents the listener cannot process You can change these defaults and if you save the XML documents specify the directory where these defaults are saved
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
4-2 | Configure triggering
You can also adjust the frequency at which the XML Listener scans for new XML files
Complete the following steps to maintain the XML File Listener
1 Open the Infor Workflow Configurator on the Start menu click Programs Infor Workflow 74 Client Infor Workflow 74 Clients and log on into Administration On Process Definition tab click Configurator In the configurator page click File Listener The XML FileListener Details page appears
2 Enter or update the following information
Path The location of the XML file listener The installation populates this field
Scan Interval The frequency in milliseconds at which the XML file listener looks for new XML documents
Stabilize Period The time in milliseconds in which no changes are made to a file size and no modifications to a file A file must be stable for this period of time before the file listener can open and process the file
File Handler Class The tag class that handles trigger processing Accept the default
On Success Delete By default the XML file listener deletes XML documents the listener processes successfully To save XML documents clear this check box
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Configure triggering | 4-3
During testing clearing this check box is useful because this enables you to check which XML files are processed
OnSuccessMove
This field is active if you save XML documents Enter the directory on which the XML documents are saved
On Error Delete By default the XML file listener saves XML documents the listener cannot process Select the check box to delete the XML documents
On Error- Move
The installation program provides a default location for XML documents the program cannot process You can enter another location
3 Click Update to save the FileListener configuration
Specify an FTP directory
Create an FTP Virtual Directory to XML File Listener directory where iBPM listens for incoming event triggers from Infor ERP LN The directories for xml files is configured in the fileListenerConfxml file in ltInfor Workflow install dirgtbin These directories should be accessible from the default directory mentioned in the FTP configuration The workflow server FTP Virtual Directory and password are required when you configure event triggering at the Infor ERP LN back end You must enter these values in the Workflow Master Data session
Refer Appendix D for steps to install and configure FTP Service
Read the Infor ERP LN Workflow User Guide for further information usage of FTP Services
Specify an XSD directory
Create a directory on the iBPM Web server where the XSD (XML Schema Definition) of event triggers can be located
Example in case of default iBPM install path
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
4-4 | Configure triggering
CInforWorkflowtaskmanageriflowjspxsd
If a modeler wants to load XSD file you can specify a URL as follows
httplthostportgtibpmxsdxsd-file-namexsd
A modeler can use httplthostportgtibpmxsd by means of the Internet Explorer to view a listing of the available event trigger schema definitions (XSDs)
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
5Chapter 5 Uploading Infor ERP LN Sessions Information
Baan Fields Information
The Baan Fields information feature allows you to browse through a list of Infor ERP LN session codes This information is useful when mapping the UDAs in the Infor Activity Nodes to Infor ERP LN fields
The feature requires that the xml files containing the ERP session information be present on the workflow server
Session ttadv2285m000 available in the CD as PMC solution exports the session information to xml files The generated xml files are transported through FTP to a specified target computer The Infor Workflow Server computer should be the target computer
FTP server has to be configured on the Infor ERP LN Workflow computer to receive the xml files from Infor ERP LN server Please refer to the Appendix D for information on how to set up the FTP Server
The following sections describe the export session in Infor ERP LN server and the FTP configuration required on the Infor Workflow Server
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
5-2 | Uploading Infor ERP LN Sessions Information
Export session details from the Infor ERP LN
1 Run the ttadv2285m000 session to export the session details and session form details in the XML files to the SessionInfoERPLNData folder of the workflow server If the language is different from English then the folder name should be Data_ltXXgt where ltXXgt is the two letter language code assigned to the language
2 Specify the details of the session that you want to export
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Uploading Infor ERP LN Sessions Information | 5-3
If the Keep XML in Server check box is ticked following actions occur
A folder is created with a time stamp in numeric format under the path specified in Export Options to place the XML files If this option is not ticked then files are placed in the provided path
Workflow server Details
Enter the FTP details of the Infor ERP LN Workflow server to export the XML files The files on the ERP server are deleted in case the Keep XML in Server is not selected
In case you did not specify the FTP details XMLs are stored in specified ERP path
If the FTP Path on Workflow Server is configured to the Infor ERP LN Workflow 74 Installation folder then the FTP Path will be taskmanageriflowjspSessionInfoERPLNdata
The complete path to the xml files will be ftpltWorkflow_server_namegttaskmanageriflowjspSessionInfoERPLNdata
3 Click Export
Enter the password for the ftp site Click Ok to start the export
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
A Appendix A Customizing the RMI Port
Interstage BPM uses port 49954 as default RMI port If this port of the workflow server is being used by another application customer can customize the RMI Port for iBPM
Steps for customizing the RMI port for Infor Workflow ServerClient
1 Go to the directory ltInfor Workflow Install Directorygtbin
2 Open the file ibpmproperties
3 Add the entry RMIPort=ltnew rmi port numbergt
Edit the javanamingproviderurl= entry in all the properties and conf in following directories under the ltInfor Workflow Installation directorygt RMI Port is used in entry like javanamingproviderurl= rmilthostgtltportgt Some of the files under ltInfor Workflow Installation Directorygt which have this entry are
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
A-2 | Customizing the RMI Port
binpackagerconf
classesiFlowClientproperties
taskmanagertomcatwebappssoapWEB-INFclassesiFlowClientproperties
taskmanagerclientlistenersconfigiFlowClientproperties
ppmppmadapteriFlowClientproperties
samplesexamplesclassesiFlowClientproperties
taskmanageriflowjsptesttestconf
taskmanageriflowjspTaskmanagerconf
taskmanageriflowjspiFlowClientproperties
taskmanageriflowjspjspInforWFClientConfigproperties
taskmanageriflowreportWEB-INFIflowReportconf
taskmanageriflowwsIFlowServerproperties
taskmanageriflowwsWEB-INFclassesIFlowServerproperties
binpackager_DTMconf
4 See the Steps to Customize RMI port for Infor WebtopWorktop section for information regarding customization of RMI port at the client side
For more information on RMI Port customization refer to the Interstage Business Process Manager Version 74
Steps to Customize RMI port for Infor WebtopWorktop
Webtop
Go to the ltInstall Root of tomcatgtwebappswebtopWEB-INFclasses on the tomcat server where the webtop is deployed
Under the above classes folder the InforWFClientConfigproperties file is placed
Open this file and edit the port number ldquoRMIPort=49954rdquo
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
Customizing the RMI Port | A-3
Worktop
Go to the ltInstall Root of Worktopgt For example CProgram FilesBaanWorktop open the InforWFClientConfigproperties file and edit the port number in the entry RMIPort=ltrmi port numbergt
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
B Appendix B Infor Size Calculator
When migrating the templates created in Infor Workflow 62 to Infor Workflow 74 there is a known issue with the size of the templates
In Workflow 62 there was no limit on the size of the templates However in Infor Workflow 74 the maximum size of process definition templates is 512 KB Infor Workflow 74 comes with a tool InforSizeCalculatorzip which can be used to verify if Workflow 62 template can be upgraded to 74 templates
Steps to use the utility
1 Extract the InforSizeCalculatorzip into a convenient location
2 Copy the SizeCheckbat file and other class files to ltWorkflow 62 Install RootgtWEB-INFServerbin folder
3 Make sure the Tomcat Service used by Workflow 62 is started
4 Run the SizeCheckbat by clicking on it
5 Once SizeCheckbat completes file SizeResultlog are generated in ltWorkflow 62 Install RootgtWEB-INFServerbin folder
6 The log file contents only those process definition (512 KB) or process instances (4 MB) which are larger size then the permitted size
7 Make changes to the templates listed in the SizeResultlog file so that their size conforms to the limitations of Infor Workflow 74
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
During Installation
Situation Possible Actions
Infor Workflow 74 installation runs for a very long time greater than 5 mins
Verify if the destination folder has any files and sub-folders created If they are not created then the installation is not proceeding
Possible reasons
The usernamepassword given for workflow user is not consistent with the password policy enforced in the Directory service selected
The database path selected is not correct This is especially true if you want the installation to retain the existing Workflow server database
Infor Workflow74 Installation fails without installing Workflow
Look into the directory cdocuments and settingsltloginusernamegt for IBPMSilentlog file This file provides you a possible reason for failure
Log file shows ldquoCould not copy s to s n Reason srdquo
When the Reason is file not found it implies that the existing installation did not have the file and hence it did not get copied The upgrade happens for all the
C Appendix C Troubleshooting
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
C-2 | Troubleshooting
Situation Possible Actions
extension at the same time hence if an extension was not available in the customer installation the related files will be missing in the Workflow 62 installation
IBPM Console does not show up
This problem is caused when the tomcat is not installed using the JDK path Instead it was installed using JRE path This happens when the default suggestion of tomcat installation is accepted The message is influenced by JAVA_HOME environment variable If JAVA_HOME environment variable was pointing to JDK then the default would be correct
The problem can be solved by reinstalling the Tomcat Service
For this you have to do the following
1 Open a Command Window
2 At the command prompt go to the directory where tomcat is installed
3 Go to the bin folder cd bin
4 Type service remove This removes the Tomcat Service
Set the JAVA_HOME variable This can be done by typing
Set JAVA_HOME=ltJDK Install Pathgt
After setting JAVA_HOME
Type service install at command prompt
Tomcat service is installed with new JDK Path and the Infor Workflow Client must be displayed
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
D Appendix D Configuring FTP Server
FTP service is available as part of Internet Information Services (IIS) that is available on both Microsoft Windows platforms If IIS not installed you can install the directory by means of the AddRemove Windows Components wizard located in the Windows Control Panel If IIS is installed and you do no see the FTP Services then you have to re-configure IIS to include the FTP Service After you install FTP Service you have to configure it so that Infor Workflow can use the FTP service
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-
D-2 | Configuring FTP Server
To configure FTP Click Start gtPrograms) gt Settings gt Control Panel -gt Administrative Tools gt Internet Information Services In the console that opens go to Internet Information Services-gt [Computer Name] -gt FTP sites -gt Default Ftp Site Right click on Default Ftp Site and open the popup and click on Properties
a Select the Write check-box
b Give a Local path which can make possible access to the Infor Workflow installation folder This is required as we have to transfer the baan session information files from ERP Server to the Workflow Server
- Chapter 1 Introduction
- Chapter 2 Installing Infor ERP LN Workflow
-
- Overview
- Installation requirements
-
- Workflow Server
- Workflow Client
- Infor ERP LN server
-
- Installing Infor ERP LN Workflow
-
- Installation overview
- Installation Checklist
- Installation Steps
-
- Check Infor Workflow installation
- Uninstalling Infor Workflow 74
- Before you use WorktopWebtop
-
- How to authorize Infor ERP LN users for workflow
- How to generate a Workflow user account
-
- To install Infor Worktop
- To install Infor Webtop 84 for ERP LN
-
- Installing Webtop on the Workflow server
- Deploying Webtop on the application server (tomcat) of Infor
- Configuring Infor Webtop for Infor Workflow 74
-
- Chapter 3 Upgrade To 74
-
- Pre-Installation Steps
- Steps for Upgrade Installation
- Checking the upgrade status
- Post Installation Steps
- Upgrading Remote Database
-
- Chapter 4 Configure triggering
-
- To configure the XML file listener
- Specify an FTP directory
- Specify an XSD directory
-
- Chapter 5 Uploading Infor ERP LN Sessions Information
-
- Baan Fields Information
-
- Export session details from the Infor ERP LN
-
- Appendix A Customizing the RMI Port
-
- Steps for customizing the RMI port for Infor Workflow Server
-
- Steps to Customize RMI port for Infor WebtopWorktop
-
- Appendix B Infor Size Calculator
- Appendix C Troubleshooting
-
- During Installation
-
- Appendix D Configuring FTP Server
-