Installing AgilePoint Server for Genesis for SharePoint 2013

Prerequisites

• Your system meets the minimum system requirements for this component. For more information, see the System Requirements Guide.
• You have completed all of the pre-installation instructions for this component.
• Login to Windows using a user login that belongs to the local system's Administrators group.
  Note: On some versions of Windows, such as Windows Server 2012, you may need to also right-click the Setup.exe installation file, and click Run as Administrator.
• Download the AgilePoint Installation Package for your solution to your local machine.

Navigation

1. Open the AgilePoint installation package.
2. On the Software License Agreement window, review the license agreement, and click Accept.
3. On the Destination Folder window, select the folder where you want to extract the installation files.
4. Click Install.
5. On the Welcome window, create your custom Preparing for Installation guide, if required.

Instructions

1. On the AgilePoint installer, click Install AgilePoint.
2. Click AgilePoint Server.
3. On the Welcome window, click Next.
4. Click Next.
5. On the Verify Manual Prerequisites window, review the items on the screen, and complete any required tasks. For more information, see the Pre-Installation guide.
6. Click Next.
7. On the Verify System Requirements window:
   • If there are any errors, correct them. Once you have resolved the issue, click Recheck.

     Issue	Resolution
     Supported Operating system is installed	Install a supported operating system on this machine. For more information, see System Requirements for AgilePoint Server.
     IIS is available	Install and/or start IIS 6 or higher.
     IIS 6 Management Compatibility Role Service is active	Activate Management Compatibility Role Service on IIS 6 or higher. For more information, see Verifying the IIS 6 Management Compatibility Role Service.
     Supported version of the .NET Framework is installed	Install .NET Framework 4.0 on this machine. For more information, see AgilePoint Server Requirements.
     Current user has administrator privilege	Log on to this machine as a user with administrator privileges.
     User Account Control (UAC) is turned off	Turn user access control (UAC) off. For more information, see Turning Off User Account Control (UAC).
     Windows Identify Foundation is installed	Install Windows Identity Foundation on this machine. For more information, see Windows Identity Foundation on the Microsoft Download Center.

   • If there are no errors, click Next.
8. On the AgilePoint Server Installation window, complete the following fields:

   Field Name	Definition
   Install location	The folder where you want to install the AgilePoint component.
   Name	Your first and last name.
   Organization	The name of your organization, or company.
   License Key	Your AgilePoint Server license key.

9. Click Next.
10. Once the installation completes, click Next.
11. On the AgilePoint Server Configuration screen, enter the credentials for your AgilePoint Service account.

    Field Name	Definition
    Domain	Definition: The authentication domain for the AgilePoint service account. Allowed Values: A valid domain.
    Username	Definition: Specifies the user name for your AgilePoint service account. This account serves as your AgilePoint service account, your AgilePoint administrator account, and the account that AgilePoint uses to communicate with SharePoint. This account must be set up before entering the account information here. The AgilePoint installer cannot create this account for you. Allowed Values: A valid user name for an account with the required privileges detailed in Setting Up the AgilePoint Service Account.
    Password	Definition: The password for the AgilePoint service account. Allowed Values: A valid password.

12. To test that the user credentials are valid, click Test.
13. Click Next.
14. On the AgilePoint Server Configuration window, if desired you can change the port numbers AgilePoint Server uses to communicate using various protocols. The default port numbers are verified as available for your system.
    Note: Once the installation is complete, you will need to create a firewall rule to allow AgilePoint Server to open these ports.

    Field Name	Definition
    WSHttp Port	Definition: A free, unique port AgilePoint Server can use for WSHttp binding. This field is required. Allowed Values: Specifies a valid WSHttpPort number. Default Value: None
    TCP Port	Definition: Specifies a free, unique port AgilePoint Server can use for TCP binding. This field is required. Allowed Values: A valid TCP port number. Default Value: None
    BasicHttp Port	Definition: A free, unique port AgilePoint Server can use for BasicHttp binding. This field is required. Allowed Values: A valid port number. Default Value: None
    Enterprise Manager Port	The port number web clients use to connect to Enterprise Manager.

15. On the AgilePoint Server Configuration window, enter the following information for your SMTP email server.

    Field Name	Definition
    SMTP Server	Definition: The URL for your SMTP email server. Allowed Values: A valid SMTP server URL.
    Administrator Email	Definition: The email address for your SMTP server administrator. This email address will be used to send email notifications to participants in AgilePoint processes. You can change this email address after installation if desired. Allowed Values: A valid SMTP server administrator email address.

16. Click Next.
17. In the Database Authentication window, enter the following information for your AgilePoint database.

    Field Name	Definition
    Database Type	Definition: Specifies the type of database for the AgilePoint workflow. Allowed Values: Microsoft SQL Server Oracle Default Value: Microsoft SQL Server
    User	Definition: The user name for the database account AgilePoint Server uses to connect to the database. Allowed Values: A valid user name for the database. Default Value: sa
    Password	Definition: The password for the authentication account. Allowed Values: A valid password. Default Value: None
    Database Server	Definition: Specifies the server name and domain for the AgilePoint workflow database. Allowed Values: A valid database server name (or service name in Oracle) Default Value: AP_Workflow_DB Example: mydatabase mydatabase/sharepoint

18. Once you enter the Database Server, click Connect to authenticate the database user account and populate the names of the databases on your database server.
19. In the Database section, enter the following information for your AgilePoint database.

    Field Name	Definition
    Use an existing database	Definition: Specifies the name of an existing database you want to use for AgilePoint Server workflow. Click Connect to populate the list. Allowed Values: A valid database name.
    Create a new database	Definition: Specifies the name of a new database you want to create as your AgilePoint workflow database. This option is only available if your database is installed on the same machine where you are installing this component. Allowed Values: A valid database name.

20. Click Next.
21. On the Activation Wizard window, to activate the component, click Next, and then click Finish.
22. Once the installation is complete, click Finish.
23. On the completed message window, click OK.
24. On the Installation Complete window, click Next.
25. On the Completed window, take note of the important information about your environment. You will need this information later.
26. Click Finish.
27. A text file appears with the summary information for your installation. Save this file where you can find it. You will need this information later, especially when you install SharePoint Integration.