Installation and Upgrade

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 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

Related Articles

Installing and Configuring the Email Trigger (SMTP) Agent

Introduction The Email Trigger (SMTP) Agent allows you to trigger a task to run based on the receipt of an inbound email. The agent communicates with the TaskCentre Server and also enables the contents of emails to be captured and processed by a task.…

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Installing the TaskCentre 4.7 Client

Introduction The TaskCentre Client enables quick and direct access to the TaskCentre Server interface from any location on your network. The initial installation of TaskCentre requires the server and client components to be installed together on the server machine, this allows for immediate configuration…

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Overview – Installation

Introduction TaskCentre is usually deployed across enterprise networks, so it’s important to plan the environment and resources carefully before attempting an installation. You prepare by checking system requirements, registering an account, obtaining a license key and downloading the product. An InstallShield Wizard allows you…

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Installing and Configuring the Server

Introduction – Installation The installation of the TaskCentre product is a straightforward process run using the TaskCentre Installation Console. It is carried out through a wizard that requires very little user input. You are given the opportunity to select the features you want to…

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Installing and Configuring the Microsoft SQL Server Trigger Agent

Introduction The Microsoft SQL Server Trigger Agent is used to monitor a SQL Server instance to detect when changes are made within a database. It communicates with the TaskCentre Server and is used to trigger tasks to run as soon as an INSERT, UPDATE…

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Installing and Configuring the Workflow Components

Introduction Workflow in TaskCentre enables user interaction with a task and acts as a manual decision making step to influence a task outcome. ‘Workflow Components’ is the collective name for three installable web server based components which enables this task interaction. They are installed…

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Installing Tool Packs

Introduction Some TaskCentre tools are distributed separately from the main product. They are referred to as tool packs. There are two circumstances when a tool may be distributed in this manner: It is the first release of a tool, which is intended to be…

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Creating a Demonstration System

Introduction TaskCentre is normally deployed in a distributed fashion across an enterprise network. In this deployment, agents are needed to enable the TaskCentre server to communicate with other servers and to support event-driven tasks. On occasion, a full-scale deployment may be impractical or undesirable.…

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