Installing AgilePoint Data Services 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.
• AgilePoint Server installed on the AgilePoint Server 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 Utilities and Other Support Files.
2. Click AgilePoint Data Services.
3. On the Welcome window, click Next.
4. 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.
     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).
     Supported version of the .NET Framework is installed	Install .NET Framework 4.0 on this machine. For more information, see AgilePoint Server Requirements.

   • If there are no errors, click Next.
5. In the Install Location section, enter the following information:

   Field Name	Definition
   Install location	The folder where you want to install the AgilePoint component.

6. Click Next.
7. Once the installation has completed, click Next.
8. On theData Services Configuration window, enter the following information:

   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.
   AgilePoint Service URL	Specifies the AgilePoint Service URL for your AgilePoint BPMS environment. For more information, see Finding Your AgilePoint Service URL on Premises.
   Time Interval	Definition: The timer interval, in seconds, used by Data Services to check for new entries in the database. To improve performance, on a production system, this value is often set to 3600 seconds, or 1 hour. Allowed Values: Any integer, representing a number of seconds. Default Value: 150
   Enable Data Population	Definition: Activates the Data Population feature, which allows application data to be written to the database. Allowed Values: Selected - Activates the Data Population feature. Deselected - Deactivates the Data Population feature. Default Value: Selected
   Enable Data Tracking	Definition: Activates the Data Tracking feature, which allows application data to tracked across processes and components. Allowed Values: Selected - Activates the Data Tracking feature. Deselected - Deactivates the Data Tracking feature. Default Value: Selected

9. Click Next.
10. In the Database Authentication window, enter the following information for your Data Services 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: The database used for data tracking by the Data Services component. Allowed Values: A valid database server name (or service name in Oracle) Default Value: AP_Data_Svcs_DB Example: mydatabase mydatabase/sharepoint

11. 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.
12. 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.

13. Click Next.
14. Once the installation has completed, click Next.
15. Once the Installation Complete message is displayed, click Finish.
16. Restart the machine.

    This is optional, but recommended. Rarely AgilePoint users have reported an issue with shortcuts not displaying if the machine is not restarted. There are no other known issues if you do not restart the machine. Windows sometimes prompts to restart, and sometimes not. This is determined by the operating system.