Installation and Upgrade

 

NOTE: This article has been updated and moved to the Codeless Platforms Documentation Portal.

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<!– The following articles cover installation, configuration and deployment of TaskCentre.

Overview – Installation

This section covers the following topics:

  • How to plan for an installation – including registering, obtaining a product key and finding out software and hardware requirements
  • What the installation process involves for the various product features
  • Introduction to the Configurator application and the configuration process

Overview – Installation

Installing and Configuring the Server

When you carry out a fresh installation, the TaskCentre Installation Console allows you to install the Server along with any other component that you may require.

This section covers the following topics:

  • Installation of the Server
  • Use of the Configurator to configure the Server including the creation of the TaskCentre data store
  • Configuration of certain tools including the Run Crystal Report Tool and the Merge Microsoft Word Document tool

Installing and Configuring the Server

Installing the Client

If you require TaskCentre to be remotely administered, then you will require the Client component to be installed at a separate location on your network.

This section covers the following topics:

  • Planning an installation and important considerations
  • Installing the Client and use of the Configurator
  • Launching the Client

Installing the TaskCentre Client

Installing and Configuring the SQL Server Trigger Agent

This section covers the following topics:

  • Using a planning checklist to plan for an installation
  • Preparing the machines where the agent will be installed
  • Installation of the SQL Server Trigger Agent
  • Configuring the Agent using the Configurator application

Installing and Configuring the SQL Server Trigger Agent

Installing and Configuring the SMTP Agent

This section covers the following topics:

  • Using a planning checklist to plan for an installation
  • Preparing the machines where the agent will be installed
  • Installation of the SMTP Agent
  • Configuration of the SMTP Agent, including registration of the SMTP Virtual Server under IIS 6 or IIS 7

Installing and Configuring the SMTP Agent

Installing and Configuring the Workflow Components

This section covers the following topics:

  • Using a planning checklist to plan for an installation of the workflow components
  • Preparing the dedicated web servers that will be installed
  • Creation of a dedicated web site for IIS 6 or IIS 7
  • Installation of the three workflow components
  • Configuring the Workflow Agent, myTaskCentre and Web Service components using the Configurator

Installing and Configuring the Workflow Components
<!–

Installing and Configuring the Oracle Trigger Agent

This section covers the following topics:

  • Using a planning checklist to plan for an installation
  • Preparing the machines where the agent will be installed
  • Installation of the Oracle Trigger Agent

Installing and Configuring the Oracle Trigger Agent \\This page has not been created yet–>

Installing Tool Packs

This section covers the following topics:

  • Background to separately installable tool packs
  • Installation of tools packs
  • Licensing of tool packs

Installing and Configuring the Tool Packs

Creating a Demonstration System

This section covers the following topics:

  • Preparing the supporting infrastructure needed for a standalone installation of TaskCentre, such as operating system, application software and virtualisation software
  • Setting up mail routing, including setting up the SMTP Virtual Server, installing the email server and configuring the email client
  • Installing the Server, Client, SMTP Agent and any other required features
  • Configuring the installed features with the Configurator
  • Installing any required tool packs

Creating a Demonstration System –>

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