Building Your SharePoint 2013 development machine on Windows Server 2012 – Part 9 – Configuring Workflow


UPDATE: SharePoint 2016 development machine

I am doing a collection of blog posts, you can access the other parts of this post below.

Install SharePoint Designer 2013

I have noticed in my blog I haven’t yet told you to install SharePoint Designer 2013. There is a good reason to install it now, because I can use it to prove if you have correctly configured Workflow Manger with SharePoint. SharePoint Designer 2013 is a free tool from Microsoft.

  1. Download SharePoint Designer 2013 32bit from the Microsoft site http://www.microsoft.com/en-GB/download/details.aspx?id=35491
  2. Once downloaded run the file sharepointdesigner_32bit.exe.
  3. Accept the License terms and click Continue
  4. Click Install Now.
  5. Once installed, I’d recommend performing a Windows Update. From the Start Menu type Windows Update, open up the application and run any updates required. Reboot if necessary.

Check to see Workflow settings in SharePoint Designer.

  1. From the start menu, type SharePoint Designer and open the application.
  2. Once SharePoint Designer has opened, click Open Site.
  3. Type the URL http://dev.cannonfodder.local click Open.
  4. If prompted, enter your credentials User: Cannonfodder\Administrator Password:Pa55w0rd.
  5. From the Navigation menu, select Workflows
     
  6. On the ribbon menu, select List Workflow > Documents.

     
  7. In the Create List Workflow dialog, at the bottom you will see a dropdown box for Choose the platform to build your workflow on. Only SharePoint 2010 will be listed.  
  8. Close down SharePoint Designer.

Configuring Workflow Manager

First we need to create a Workflow account.

  1. In the Start Menu, type Active Directory Users and Computers. Select the application.
  2. Expand the tree in the left hand pane to see the Users OU. Select the Users OU.
  3. Right Click on User and select New > User. Create a new user called SP_Workflow. Set the Full Name and Log on name to SP_Worflow. Click Next.
  4. In the password dialog screen, enter the following and click Next.
    1. Password and Confirm Password as: Pa55w0rd
    2. Untick User must change password at next logon.
    3. Leave User cannot change password as unticked.
    4. Tick Password never expires
    5. Leave Account is disabled as unticked.
    6. Click Next. Then click Finish.

Setting up SQL with the correct Security Accounts.

  1. From the start menu, type SQL Server Management Studio and open up the application
  2. In SQL Server click Connect. (This should be to SQL2012 database instance).
  3. In the left hand menu expand Security. Right click Logins. And select New Login…
  4. In the Login – New dialog box, click the Search button.
  5. Type SP_Workflow in the Enter the object name to select, and click Check Names. This will resolve the name. Click OK.
  6. In the left hand panel select Server Roles.
  7. Tick both securityadmin and dbcreator then click OK.
  8. Close down SQL Server Management Studio

Giving SP_Workflow administrative rights.

  1. From the start menu, type Active Directory Users and Computers and open up the application.
  2. In the left hand panel, expand Active Directory users and Computer > cannonfodder.local > Builtin.
  3. In the right hand panel, right click Administrators and select Properties.
  4. In the members tab, click Add.
  5. Type SP_Workflow in the Enter the object names to select box, click Check Names, then click OK.
  6. Click OK to the Administrators Properties dialog box, and close Active Directory Users and Computers.

Installing Workflow Manager

  1. Go to the URL http://www.microsoft.com/web/downloads/platform.aspx and download the latest Microsoft Web Platform Installer.
  2. Once downloaded run the file WebPlatformInstaller_amd64_en-US.msi
  3. Accept the license terms and click Install.
  4. Once installed, you can open from the start menu by typing Web Platform.
  5. Once loaded, type Workflow in the top right search box and press Enter. Find Workflow Manager 1.0 and click Install.
  6. On the Prequisites page, click I Accept.
  7. Once installer has complete, Click Continue and then Finish to start the configuration process.

Configuring Workflow Manager

  1. From the Start menu, type Workflow Manager Configuration and open the application.
  2. On the Welcome Page, click Configure Workflow Manager with Default Settings (Recommended).
  3. On the New Farm Configuration Page set the SQL server Instance to SQL2012
  4. Set the User ID to SP_Workflow@cannonfodder.local and the password to Pa55w0rd
  5. Tick the Allow Workflow management over HTTP on this computer.
  6. Click the Test Connection button to ensure your credentials work.
  7. In the Certificate Generation Key and Confirm Certificate Generation key enter Pa55w0rd into both textboxes.
  8. At the bottom right of the dialog box click the right arrow button to proceed to next screen.
  9. A summary will appear. You can either click the tick icon at the bottom right to continue, or Get PowerShell Commands to obtain the powershell scripts to run later. In this instance, click the tick icon.
    (Please note the screen shot was taken during my first attempted, I used the wrong RunAs Account)
  10. Once the process has completed everything should have been configured.

Connecting Workflow to SharePoint 2013.

  1. From the start menu, type Workflow manager powershell and open the application.
  2. Type
     Get-WFFarm | ft HttpPort 
  3. Take note of this port (12291), as this is the port number that you will connect SharePoint 2013 to the Workflow Manager 1.0 farm.
  4. Close Workflow Manager PowerShell.
  5. From the start menu, type SharePoint 2013 Management Shell and open the application.
  6. Type
     Register-SPWorkflowService –SPSite "http://intranet.cannonfodder.local" –WorkflowHostUri "http://cannonfodderser:12291" –AllowOAuthHttp 
  7. Once you get the command prompt appearing again your SharePoint 2013 farm in now connected to the Workflow Manager 1.0 farm.

Check to see Workflow settings are working in SharePoint Designer.

  1. From the start menu, type SharePoint Designer and open the application.
  2. Once SharePoint Designer has opened, click Open Site.
  3. Type the URL http://dev.cannonfodder.local click Open.
  4. If prompted, enter your credentials User: Cannonfodder\Administrator Password:Pa55w0rd
  5. From the Navigation menu, select Workflows
  6. On the ribbon menu, select List Workflow > Documents.
  7. In the Create List Workflow dialog, at the bottom you will see a dropdown box for Choose the platform to build your workflow on. Both SharePoint 2010 and SharePoint 2013 should be listed if the Workflow is set up correctly.
  8. Close down SharePoint Designer.
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