In this article, I’ll explain How to Install and Configure Workflow Manager for SharePoint 2013 by answering the below questions.
- What’re the Workflow platform types available for SharePoint Server 2013?
- What’re the possible scenarios to install and configure Workflow Manager for SharePoint 2013 farm?
- How to install and configure Workflow Manager for SharePoint 2013 step by step?
- Important tips for configuring Workflow Manager for SharePoint 2013.
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.
The possible scenarios to install Workflow Manager for SharePoint farm
- Workflow Manager can be installed on a server that is part of the SharePoint 2013 farm, and the communication takes place by using HTTP.
- Workflow Manager can be installed on a server that is part of the SharePoint 2013 farm, and the communication takes place by using HTTPS.
- Workflow Manager can be installed on a server that is NOT part of the SharePoint 2013 farm, and the communication takes place by using HTTP.
- Workflow Manager can be installed on a server that is NOT part of the SharePoint 2013 farm, and the 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.
Configure Workflow Manager for SharePoint 2013 step by step
In this section, I will explain How to install and configure Workflow Manager for SharePoint 2013 step by step :
- Pre-Install Steps.
- Install Workflow Manager.
- Configure Workflow Manager.
- Register Workflow Manager.
- Test Workflow Manager.
Configure Workflow Manager For SharePoint 2013 prerequisites
- Make that the SharePoint farm is at least updated to March 2013 PU (the Service Pack 1 is recommended).
- Make sure that the App Management Service is configured and started.
Please, check how to configure the App Management service at Sorry, something went wrong App Management Shared Service Proxy is not installed in SharePoint Server 2013
- Make sure that the User Profile Sync Service is working properly. (it’s not a mandatory but if it’s already configured, just make sure it’s healthy working.).
- Create the workflow manager service accounts and Admin groups.
Workflow Manager Services Accounts and Admin Groups
- Open AD server to create the below two accounts.
- ‘wfsetup’ to setup the workflow manager.
- ‘wfsrv’ to run the workflow manager services.
- Create the Workflow Setup account.
- specify the Workflow Setup account details.
- Create the Workflow manager Service account.
- Create the workflow manager administrator group.
- Set the Workflow Admin group name to “WF Admins”.
- Add the SharePoint Admins to WF Admins Group.
Add workflow setup account to SQL Server.
- Open Management Studio > Connect.
- Below Security > Right click on Logins > New Login.
- The following dialog should be shown.
- Click on Search to find the WF Setup Account.
- Below Server roles select “sysadmin” role then click on OK.
Add the workflow setup account to the administrator group in workflow server.
As I earlier mentioned, I will install the Workflow Manager as a part of SharePoint Farm. therefore, I can choose whatever APP or WFE server in the SharePoint farm to install Workflow Manager on it.
So, I will add the Workflow Manager setup account to the administrator group of this server by doing the following:
- Open Server Manager > Tools > Computer Management > Local Users Ad Groups > In Administrator Group > Add WF Setup Account as Member.
The prerequisites list is applied successfully, let’s go now to Install and Configure Workflow Manager For SharePoint 2013.
Install Workflow Manager for SharePoint Farm 2013
- Login to Workflow Manager Server using WF Setup Account.
- Download the Microsoft Web Platform Installer 5 from here.
- Open Microsoft Web Platform Installer 5 and navigate to Product Tab.
- In search box > Type “Workflow Manager”.
- Press add then Click on install.
- The following dialog should be shown > Click On I Accept.
- Click on continue where the configuration wizard should be shown.
- Close it and click finish.
Install the Service Bus Cumulative Update
- Again, open Web Platform Installer to install the Service Bus 1.0 Cumulative Update 1.
- In Search box type Service Bus and Click on Add > Install.
- Click on I accept.
Install Workflow Manager Cumulative Update
- In Search box type Workflow Manager and Click on Add > Install.
- Click on I accept.
Configure Workflow Manager
- Login to Workflow Manager Server using WF Setup Account.
- From Start menu > Type Workflow Manager Configuration.
- The following dialog should be shown > Select Configure Workflow Manager with Custom Settings.
- Configure Farm Management Database as shown below > Click on Test Connection.
- Configure Instance Management Database as shown below > Click on Test Connection.
- Configure Resource Management Database as shown below > Click on Test Connection.
- Configure Service Account (domain\wfsrv).
- 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 Ports (Note: the assigned ports in this step are the same ports that will be used during registering workflow manager via
Register-SPworkflowservicecmdlet. for more details checks Register-SPworkflowservice )
- Let the default ports for Http/https.
- Check allow workflow management over HTTP on this computer.
- Configure Admins Group and click Next.
- Set the admins group that you have created in the pre-install step.
- Test connection to configure Service Bus.
- Use the same configuration of Workflow Manager for Service Bus > Click on Next.
- Review the Summary > Click on the True button.
- The Configuration Progress would be starting now.
- The configuration wizard is completed successfully.
Register Workflow Manager for SharePoint 2013
- 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 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' -AllowOAuthHttp -force
- The command is executed successfully.
Install Workflow Manager Client
- Log on to each server in the SharePoint Server 2013 farm and install the Workflow Manager Client for each server.
To Download and install the Workflow Manager Client click here
Test Workflow Manager for SharePoint
To make sure that the workflow configuration is done successfully, you should check the following:
- Open IIS > From left side expand Sites > Workflow Management Site.
- From right side > Click Browse.
- The following page should be shown and that means the workflow manager has been connected and registered correctly
- Open SharePoint Designer > Workflows > Create Site Workflow > In Platform Type > the SharePoint 2013 Workflow should be now listed.
- Open Central Administration > Application Management > Manage Service Application .
- Click on Workflow Service Application Proxy.
- Make sure that the Workflow is Connected.
Workflow Manager Tips for SharePoint
- 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 is not install automatically when you install SharePoint Server 2013, you must download and install it.
- The SharePoint 2010 Workflow platform is installed automatically when you install the SharePoint Server 2013.
- The SharePoint 2013 Workflow platform is not installed by default, it requires to install the Workflow Manager.
- When you installed the Workflow Manager on a server, it automatically install the Workflow Manager Client on that server, and You will still need to install the Workflow Manager Client on any other additional SharePoint servers. For example, if you have a farm that contains five servers, and you installed the Workflow Manager on one of those servers, so you will need to install the Workflow Manager Client on the other 4 SharePoint servers.
- You must install the Workflow Manager Client on each server in the SharePoint farm before you run the registration for workflow manager service cmdlet using PowerShell.
- SharePoint 2013.
- Workflow Manager.
In this article, I have explained How to Install and Configure Workflow Manager For SharePoint 2013.