Install and Configure Workflow Manager for SharePoint 2013

In this article, I’ll explain How to Install and Configure Workflow Manager for SharePoint 2013 by answering the following questions.

  1. What’re the Workflow platform types available for SharePoint Server 2013?
  2. What’re the possible scenarios to install and configure Workflow Manager for SharePoint 2013 farm?
  3. How to install and configure Workflow Manager for SharePoint 2013 step by step?
  4. Important notes and facts about install and configure Workflow Manager for SharePoint 2013.

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1. What’re the Workflow platform types available for SharePoint Server 2013?

  • SharePoint 2010 Workflow
    • Installs automatically with SharePoint 2013 Products.
  • SharePoint 2013 Workflow
    • Requires SharePoint Server 2013 and Workflow Manager.
  • SharePoint 2013 Workflow – Project Server
    • Requires SharePoint Server 2013, Workflow Manager, and Project Server 2013.

2. What’re the possible scenario to install Workflow Manager for SharePoint farm?

  1. Workflow Manager is installed on a server that is part of the SharePoint 2013 farm. Communication takes place by using HTTP.
  2. Workflow Manager is installed on a server that is part of the SharePoint 2013 farm. Communication takes place by using HTTPS.
  3. Workflow Manager is installed on a server that is NOT part of the SharePoint 2013 farm. Communication takes place by using HTTP.
  4. Workflow Manager is installed on a server that is NOT part of the SharePoint 2013 farm. Communication takes place by using HTTPS.

Option 4 is the preferred solution to ensure the performance and security but it’s costly.

Option 4 should be applied for building an independent Workflow Manager farm that at least should be consist of one to three servers based on organization requirements and its budget capability.

3. How to install and configure Workflow Manager for SharePoint 2013 in details?

In this section, I will explain How to install and configure Workflow Manager in details (Option-1) that divided to the following four steps:

  1. Pre-Install Steps.
  2. Install Workflow Manager.
  3. Configure Workflow Manager.
  4. Register Workflow Manager.
  5. Test Workflow Manager.

(3.1) Pre-Install Steps

  • Ensure SharePoint farm is at least updated to March 2013 PU (SP1 is recommended).
  • Ensure App Management Service is configured and started.
  • Check User Profile Sync Service.
  • Create (setup and service)accounts and groups.
    • Open AD server to create the following two account.
      • ‘wfsetup’ to setup workflow manager.
      • ‘wfsrv’ to run workflow manager service.
    • Create Workflow Setup account.Add new User in AD
    • Create Workflow Setup account.wfsetup account
    •  Create Workflow Service account.wfservice account
    •  Create workflow administrator group.Create workflow administrator group
    • Set group name to “WF Admins”.WF Admins Group
    • Add SharePoint Admins to WF Admins Group.WF Admins Group Member
  • Add workflow setup account to SQL Server.
    • Open Management Studio > Connect.Connect to sql
    • Below Security > Right click on Logins > New Login.new login sql.png
    • The following dialog should be shown.new login sql1
    • Click on Search to find WF Setup Account.new login sql2
    • Below Server roles select “sysadmin role then click on OK.new login sql3
  • Add workflow setup account to administrator group in workflow server.

Because I install Workflow Manager as a part of SharePoint Farm so I can choose any WFE server to use it to install Workflow Manager. Therefore, I will add WF setup account to administrator group of this server by following:

Open Server Manager > Tools > Computer Management > Local Users Ad Groups > In Administrator Group > Add WF Setup Account as Member.

Local users and group - Computer management

All prerequisites should be now prepared and installed,

(3.2) Install Workflow Manager on SharePoint Farm

  • Login to Workflow Manager Server (or WFE Server) using WF Setup Account.
  • Download Microsoft Web Platform Installer 5 from this link.
  • Open Microsoft Web Platform Installer 5 and navigate to Product Tab.

Web Platform Installer

  • In search box > Type Workflow Manager.

Workflow manager install

  • Press add then Click on install.

Workflow manager install1

  • The following dialog should be shown > Click On I Accept.

Workflow manager install2

Workflow manager install3

Workflow manager install4

Workflow manager install5

  • Click on continue where the configuration wizard should be shown.

Workflow manager install6

  • Close it and click finish.

Workflow manager install7

  • Again, open Web Platform Installer to install the following Component:
    • Service Bus 1.0 Cumulative Update 1.
      • In Search box type Service Bus and Click on Add > Install.Service Bus CU
      • Click on I accept.Service Bus CU1Service Bus CU2Service Bus CU3
    • Workflow Manager Cumulative Update 3.
      • In Search box type Workflow Manager and Click on Add > Install.WFM CU
      • Click on I accept.WFM CU1WFM CU2WFM CU3

(3.3) Configure Workflow Manager.

  • Login to Workflow Manager Server (or WFE Server) using WF Setup Account.
  • From Start menu > Type Workflow Manager Configuration.

WF manager Configuration

  • The following dialog should be shown > Select Configure Workflow Manager with Custom Settings.

Configure workflow with custom settings

  • Configure Farm Management Database as shown below > Click on Test Connection.

Configure Farm Management Database

  • Configure Instance Management Database as shown below > Click on Test Connection.

Configure Instance Management Database

  • Configure Resource Management Database as shown below > Click on Test Connection.

Configure Resource Management Database

  • Configure Service Account (domain\wfsrv).

Configure WF Service Account

  • Configure Certificates.
    • If you don’t have certificates check auto generate and set the generation key as SharePoint Pass-phrase.(if you have a certificate uncheck auto generate and click browse to choose it).

Configure WF Cert

  • Configure Ports (Note: the assigned ports in this step are the same ports that will be used during registering workflow manager via Register-SPworkflowservice cmdlet. for more details checks Register-SPworkflowservice )
    • Let the default ports for Http/https.
    • Check allow workflow management over HTTP on this computer.

Configure WF Ports

  • Configure Admins Group and click Next.
    • Set the admins group that you create it in pre-install step.

Configure WF admin Group

  • Test connection to configure Service Bus.

Service bus config

  • Use the same configuration of Workflow Manager for Service Bus > Click on Next.

Service bus config1

Service bus config2

  • Review the Summary >  Click on the True button.

WF summery

  • Configuration Progress should now be starting.

WF Config Progress

  • Here, the configuration wizard has been completed successfully.

WF Config Progress completed

(3.4) Register Workflow Manager for Http

  • Run the SharePoint Management Shell as an administrator. This is accomplished by right-clicking the SharePoint 2013 Management Shell and choosing Run as administrator.

Run SharePoint Management Shell as Administrator

  • Run the Register-SPWorkflowService cmdlet as shown below.

SPSite: Specifies a site collection to configure.

  • It seems that each site collection needs to be registered with workflow service. But actually it’s not 100% correct, once you have registered a workflow service to any SharePoint site collection within the farm, it will be enabled for all SharePoint web applications / site collections. I am pretty sure from this behavior and that what I got on my farm.

WorkflowHostUri: Specifies a string of the full URI for the Workflow Service.

  • The provided ports must be the same provided ports in the Configure Ports step as above mentioned by default it’s 12291 for HTTP and 12290 for HTTPS.
Register-SPWorkflowService -SPSite 'https://myhost/mysite' -WorkflowHostUri 'http://workflowhost:12291'

Run Register-SPWorkflowService

  • The command has been executed successfully.

Run Register-SPWorkflowService1

  • Log on to each server in the SharePoint Server 2013 farm and install the Workflow Manager Client on each server.

To Download and install the Workflow Manager click here

(3.5) Test Workflow Manager

To check the workflow connectivity status, you should check on of the following methods:

Method 1:

  • Open IIS > From left side expand Sites > Workflow Management Site.

IIS workflow managemnt site

  • From right side > Click Browse.

browse wofkflow management url

  • The following page should be shown and that mean the workflow manager has been connected and registered correctly

workflow manager url working

Method 2:

  • Open SharePoint Designer > Workflows > Create Site Workflow > In Platform Type > the SharePoint 2013 Workflow should be now listed.

workflow in sharepoint designer

Method 3:

  • Open Central Administration > Application Management > Manage Service Application .

Application Management - Manage Service Applications

  • Click on Workflow Service Application Proxy.

WS application proxy

  • Make sure that the Workflow is Connected.

workflow is connected

4. Important notes and facts about Workflow Manager?

  • The SharePoint 2013 Workflow platform is not supported in SharePoint Foundation 2013.
  • The SharePoint 2013 farm must be at least updated with March 2013 PU, and we recommend to install Service Pack 1.
  • Workflow Manager must be downloaded and installed separately from SharePoint Server 2013. It does not install automatically when you install SharePoint Server 2013.
  • The SharePoint 2010 Workflow platform installs automatically when you install SharePoint Server 2013. The SharePoint 2013 Workflow platform requires Workflow Manager and must be installed separately and then configured to work with your SharePoint Server 2013 farm.
  • When you install Workflow Manager on a server, it automatically installs the Workflow Manager Client on that server. You will still need to install the Workflow Manager Client on any additional servers. For example, if you have a farm that contains five servers, and you install Workflow Manager on one of those servers you will still need to install the Workflow Manager Client on the four additional servers.
  • You must install the Workflow Manager Client on each server in the SharePoint farm before you run the pairing cmdlet.

Enjoy 🙂

See also, Register-SPworkflowservice unable to connect to the remote service during registering the Workflow Manager in SharePoint 2013

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6 thoughts on “Install and Configure Workflow Manager for SharePoint 2013

  1. Hi Mohamed,
    I wanted to thank you for all of your help. You were very patient with me and really pointed me in the right direction.

    Like

  2. By default, the Workflow Manager is configured with end point containing FQDN of the server, e.g. server.domainA.local. I am issued with a wild card SAN certificate that is having DNS of *.domain.com. At the end of the configuration, the Workflow Service frontend failed to run. I presume it is due to the mismatch of workflow manager endpoint URL of https://server.domainA.local:12290 with the DNS of the certificate which is having *.domain.com. Is there any workaround to resolve this issue?

    Like

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