Creating the AgilePoint Service Account

Before you install AgilePoint BPMS, you must create a user account that uses the same domain, user name, and password on AgilePoint Server, SharePoint, and your database.

This user account serves the following functions:

AgilePoint Server administrator
SharePoint administrator
Application pool identity for AgilePoint Server
Service identity for AgilePoint Server
Create and modify AgilePoint databases

After installation is complete, you can change the credentials for some of these actions, so they use different accounts. However, for initial setup they must be the same. Most AgilePoint customers choose to keep these accounts the same after installation because it simplifies configuration and maintenance.

Instructions

On the AgilePoint Server machine, create a user account to serve as the AgilePoint service user account.
If you are installing AgilePoint Server on a Domain Controller, this cannot be a local administrator account.
Once you have created the account on the AgilePoint Server machine, ensure this has the following access:
- Log on as a service
- Membership in the following groups:
  - Administrators
  - Performance Monitor Users
  - IIS_IUSRS - Windows Server 2008
  - IIS_WPG - Windows Server 2003
On the AgilePoint database, grant the AgilePoint service user account the following privileges:
- Read
- Write
- db_owner - This is only needed to create the database tables during AgilePoint installation. You can remove this privilege once installation is complete.
On SharePoint, create a user account with the same domain, user name, and password as the AgilePoint service account.
On SharePoint, grant the AgilePoint service user account the following privileges:
- Site collection administrator for the site collection you want to integrate with AgilePoint BPMS.