Setup

Preparation

General

You must be administrator of the web server. Using a local administrator account is recommended. You must know:

  • The physical path on the web server where the WorkflowGen web application will be installed

  • The physical path on the web server where WorkflowGen Windows services will be installed

  • The URL of the web server where WorkflowGen will be installed

  • MS SQL Server database:

    • The name of the MS SQL Server

    • The credentials of the SA account

    • The file path of the SQL Server database files on the SQL server machine

    ✏️ Note: The SQL Server Management Studio tool will be required if you are creating the database using the SQL creation scripts (*.sql) in the manual installation procedure.

  • Oracle database:

    • An existing Oracle data source name

    • The credentials of the database user account that has creation permission on the specified Oracle instance (see the next section for Oracle database installation parameters)

  • The name or IP address of the SMTP gateway (we recommend using the IIS SMTP gateway; see SMTP notifications)

  • The default sender email address for notifications

  • The authentication method you want to use for WorkflowGen web applications

Requirements for installation on Oracle databases

WorkflowGen and Oracle 10g on the same server

  • National and Database character sets are both UTF-8

  • Oracle Database 10g Release 2 (10.2.0.3/10.2.0.4) Standard

WorkflowGen and Oracle 10g on separate servers

  • National and Database character sets are both UTF-8

  • Oracle Server: Oracle Database 10g Release 2 (10.2.0.3/10.2.0.4) Standard

  • WorkflowGen Server: Oracle Database 10g Client Release 2 (10.2.0.3)

WorkflowGen and Oracle 11g on the same server

  • National and Database character sets are both UTF-8

  • Oracle Database 11g Release 1 (11.1.0.6.0) Enterprise with Client software installed

WorkflowGen and Oracle 11g on separate servers

  • National and Database Character Set are both UTF-8

  • Oracle Server: Oracle Database 11g Release 1 (11.1.0.6.0) Enterprise

  • WorkflowGen Server: Oracle Database 11g Release 1 Client (11.1.0.6.0)

WorkflowGen and Oracle 12c on the same server

  • National and Database character sets are both UTF-8

  • Oracle Database 12c Release 1 (12.1.0.2.0) Standard

WorkflowGen and Oracle 12c on separate servers

  • National and Database character sets are both UTF-8

  • Oracle Database 12c Release 1 (12.1.0.2.0) Standard

  • WorkflowGen Server: Oracle Database 12c Release 1 (12.1.0.2.0) Client for Microsoft Windows

Authentication method

Check that the SQLNET.AUTHENTICATION_SERVICES parameter of DRIVE:\OraHome\network\ADMIN\SQLNET.ORA is set to NONE. This file is located on your web server.

Create a new tablespace (if WorkflowGen is set up on a blank tablespace)

  1. In DBA studio or from SQL Plus, create a new tablespace called WFGEN with a minimum file size of 100 MB.

  2. Once the tablespace is created, you should specify the Database and National character sets to UTF-8.

  3. Create a user account with the following settings:

    • Temporary and default tablespace: WFGEN

    • Role: DBA or a more restrictive access. Initially, the user must have creation rights on the structure schema (tables, index, constraints, etc.). However, once the structure is created, only read/write rights are necessary.

Optimizer mode

To improve WorkflowGen database performance, check your database optimizer mode. If optimizer_mode is set to choose (the default in Oracle 9i and 10g), you have to frequently (weekly, for example) ANALYZE all the tables of your databases. This operation will generate statistics used by the optimizer to select the best mode (RULE instead of all_rows) to run an SQL query. Another solution is to set the optimizer mode to RULE.

System tables optimization

The System.Data.OracleClient provider used by WorkflowGen generates SQL instructions against some system tables (all_synonyms, all_cons_columns, and all_constraints). When those tables contain a lot of records (such as when WorkflowGen database shares the same Oracle instance with other databases), performance can be affected when launching or completing a request or action.

One way to minimize issues with response times when launching new requests or actions is to redirect these SQL instructions to local scope views/tables, which are filtered copies of these system tables. These changes are transparent to WorkflowGen.

To do this, run the SQL instructions below (replacing WFGEN_USER with your owner name) against your WorkflowGen database. (If the database owner has other tables used by other applications, you can still apply this procedure if those tables don’t use synonyms.)

We suggest dropping these existing views and tables (all_synonyms, all_cons_columns, and all_constraints) from your database before each WorkflowGen version upgrade, then recreating them after completing the upgrade procedure.

create or replace force view WFGEN_USER.all_synonyms (owner, synonym_name, table_owner, table_name, db_link) as select null, null, null, null, null from dual;
create table WFGEN_USER.all_cons_columns as select * from sys.all_cons_columns where owner = 'WFGEN_USER';
create table WFGEN_USER.all_constraints as select owner, constraint_name, constraint_type, table_name, r_owner, r_constraint_name, delete_rule, status, deferrable, deferred, validated, generated, bad, rely, last_change, index_owner, index_name, invalid, view_related from sys.all_constraints where owner = 'WFGEN_USER'