Workflow Installation and Getting Started Guide

ACS Documentation : Workflow : Installation and Getting Started Guide

1. Install the ACS-Workflow APM Package

For notifications to work properly, you may need to modify the call to nt.schedule_process in acs-workflow/sql/workflow-case-package.sql to correctly specify your mail server. You should do this before loading the workflow data model. Workflow is a standard APM package, so you can install the package through the APM user interface. If your installation came complete with ACS Workflow installed, you may skip this step.

2. Install GraphViz

• GraphViz download page

We use GraphViz to create a graphic representation of the process. This is used in a number of places, including the Advanced Process Builder and the Process Monitor. Although the package will operate without GraphViz installed, it is highly recommended that you do install GraphViz. Note, that it doesn't really matter whether you do this before or after you've installed the acs-workflow APM package.

You can install GraphViz anywhere you want. A good place is in /usr/local. Here's the commands that can be used to install this on a Linux system. You probably need to be root to do this.

$ su -
$ cd /usr/local
$ wget http://www.research.att.com/sw/tools/graphviz/gviz1.5.linux.i386.tgz
  (substitute the URL for your operating system, if not Linux)
$ tar xvfz gviz1.5.linux.i386.tgz
$ ln -s gv1.5 graphviz
$ cd bin
$ ln -s /usr/local/graphviz/bin/dot dot

3. Install Fonts for GraphViz

• webfonts RPM or Microsoft free TrueType font download page

This will work a little differently depending on your platform.

On Linux, you can install the RPM fonts:

$ su -
$ wget ftp://rpmfind.net/linux/contrib/noarch/noarch/webfonts-1-3.noarch.rpm
$ rpm -ivh webfonts-1-3.noarch.rpm
$ cp /usr/X11R6/lib/X11/fonts/webfonts/*.ttf /usr/local/lib/fonts/

You don't have to copy over all the fonts. For the standard installation, you only need arial.ttf, arialb.ttf, and times.ttf. You may also symlink them if you prefer. But the above will work.

If you have a recent version of Solaris, you can probably find the fonts in /usr/openwin/lib/X11/font/TrueType/. The names are not what GraphViz expects, though, so you should create links with the appropriate names in /usr/local/lib/fonts/:

$ su -
$ ln -s /usr/openwin/lib/X11/font/TrueType/Arial.ttf /usr/local/lib/fonts/arial.ttf
$ ln -s /usr/openwin/lib/X11/font/TrueType/Arial-Bold.ttf /usr/local/lib/fonts/arialb.ttf
$ ln -s /usr/openwin/lib/X11/font/TrueType/TimesNewRoman.ttf /usr/local/lib/fonts/times.ttf

If neither of these options works for you and you have a Windows machine handy, you can download the Microsoft fonts:

1. Download and execute arial32.exe on a Windows machine.
2. Locate your font files in c:\windows\fonts or c:\winnt\fonts.
3. Copy arial.ttf and arialb.ttf onto your server Unix machine, into /usr/local/lib/fonts. If you want, you can download, install and copy over additional font files.

4. Mount the Workflow Package

1. Visit the Site Map at /admin/site-map on your webserver.
2. Create a new subfolder for workflow, and name it workflow (you may name it anything you want).
3. Click "mount" next to that new subfolder.
4. Select "ACS Workflow" from the list of packages.
   If Workflow isn't on this list, click the back button on your browser and click "new application" instead. Then type in a name (e.g., "Workflow") and select "ACS Workflow" from the drop-down. Hit "New".
5. Click "set parameters" next to the workflow package.
6. Make sure the graphviz_dot_path parameter points to the dot binary that you just installed e.g., /usr/local/bin/dot, and the tmp_path parameter should point to some directory where temporary files can be stored e.g., /var/tmp.

Congratulations

Your workflow package is installed. You probably want to visit the package at /workflow/, click on admin, and study the sample processes included.