Install Geocortex Workflow on Premises

The instructions given below step you through the installation of Geocortex Workflow, including component installation, post-installation configuration, and application registration with your ArcGIS Portal. When you have completed these steps, you will have a working installation of Geocortex Workflow.

Before you Begin

Download the installation package here.

Make sure your server meets the requirements outlined in Requirements for On-Premises Workflow. To complete the post-installation steps, you must deploy Geocortex Workflow to a website that has SSL enabled.

The post-installation step that configures Geocortex Workflow's deployment location in IIS may require restarting IIS. Plan the installation so as not to interrupt other services.

Main Steps to Install Geocortex Workflow

The main steps to install Geocortex Workflow on premises are as follows:

  1. Install Geocortex Workflow.

  2. Configure post-installation settings.

    The Post Installer allows you to do the following:

Install Geocortex Workflow

To install Geocortex Workflow:

  1. Run the Geocortex Workflow installer.

  2. Click Next.

    The End-User License Agreement panel opens.

  3. Read the license agreement.

    To print a copy of the agreement for your records, click Print.

  4. If you agree to the terms of the license agreement and supporting documents, select the I accept the terms of the License Agreement checkbox, and then click Next.

    The Destination Folder panel opens.

  5. Select a location to install Geocortex Workflow, and then click Next.

    By default, Geocortex Workflow is installed in C:\Program Files\Latitude Geographics\Geocortex Workflow\.

    The Ready to Install panel opens.

  6. Click Install and wait for the installation to complete.

    The Completed panel opens.

  7. Make sure the Launch Geocortex Workflow Post Installer checkbox is selected and click Finish.

    The installer closes and the Post Installer opens.

  8. Follow the steps in Configure Post-Installation Settings.

Configure Post-Installation Settings

The Geocortex Workflow Post Installer is used to configure on-premises deployments of Geocortex Workflow. You must configure the post-installation settings to run your on-premises installation of Geocortex Workflow. By default, when you install Geocortex Workflow on premises, the Post Installer opens after the installer completes. This allows you to do the required post-installation configuration right away. You can run the Post Installer at any time later to modify your configuration.

If the links in the Post Installer's sidebar are not available, you must click Next to step through the panels one at a time. This is the case the first time you run the Post Installer after installing Geocortex Workflow on premises. If you navigate away from a panel by clicking a link in the sidebar, the panel's configuration will not be applied, regardless of whether you are using the default configuration or a custom configuration.

The Post Installer allows you to do the following:

To configure post-installation settings:

Licensing

Geocortex Workflow is licensed software. The Licensing panel allows you to activate the product.

  1. Open the Licensing panel.

    Licensing panel

  2. Choose one of the following options:

    • Use Trial License: Geocortex Workflow comes with a 60-day trial license. You can use the trial license until it expires. To continue using Geocortex Workflow after the trial period, the product must be activated.

    • Activate Online: To activate Geocortex Workflow online, you must have a Geocortex account.

      1. Click Activate Online.

      2. Sign in to your Geocortex account.

        Activation will complete automatically.

    • Activate Offline: To activate Geocortex Workflow offline, you must contact Customer Service at customerservice-ca@vertigis.com to request an activation key. When you receive the key, launch the Post Installer and open the Licensing panel. Paste the key into the Offline Activation Key box and click Activate. Click Close to close the Post Installer.

      While you wait for your key, you can use the trial license, provided it has not expired.

Data

The Data panel allows you to specify the folder for storing files related to your Workflow installation, such as configuration files and server workflows. This allows you to organize your files on a different drive or network location, to suit your environment.

The default data directory is C:\ProgramData\Geocortex\Workflow. Some possible custom locations are as follows:

If you use a custom location, you must give the application pool identity write permission in IIS. The default identity is IIS AppPool\GeocortexWorkflow.

If you choose a location on another machine, you will have to change the application pool identity that Geocortex Workflow uses to one that both the Workflow server and the data server can see, like a service account on your domain.

To move the data directory after you have used Geocortex Workflow, follow these steps to ensure you don't lose access to your existing workflows:

  1. Stop the application pool to take Workflow Server offline.

    This prevents data changes while you move the data directory.

  2. Copy the data directory to the new location.

  3. Give the application pool identity write permission in IIS.

    The default identity is IIS AppPool\GeocortexWorkflow.

  4. In the Post Installer, change the data directory to the new location.

  5. Close the Post Installer.

  6. Restart the application pool.

  7. Delete the old data directory.

To configure the data directory:

  1. Open the Data panel.

    Data panel

  2. Enter the path to the data directory. Alternatively, if the data directory is on the same machine as Workflow, click Browse to browse to the data directory.

    Remember to give the application pool identity write permission in IIS.

IIS Settings

The IIS Settings panel allows you to manage how Geocortex Workflow is deployed in IIS.

This step may require restarting IIS.

  1. Open the IIS Settings panel.

  2. To use a different website, select the website from the Website drop-down list.

    By default, Geocortex Workflow is deployed to IIS's Default Web Site. To use a different website, you must create the website in IIS before you can select it in the Post Installer.

    The website must support HTTPS. You cannot complete the post-installation deployment if the website does not have SSL enabled.

  3. To use a different virtual directory, type or paste the path in the Virtual Directory box.

    By default, Geocortex Workflow uses /Geocortex/Workflow/ as the virtual directory.

Portal

In order to save and share workflows, Geocortex Workflow must be registered with an ArcGIS portal, either your native Portal for ArcGIS installation or ArcGIS Online. To register with a portal, you create an Application item and register the item to create an app ID and secret. You then configure the app ID in the Post Installer.

  1. Open the Portal panel.

    Portal panel

  2. Select the type of portal you are using from the Portal Type drop-down list: ArcGIS Online or Portal for ArcGIS.

  3. Follow the instructions that apply to you based on your selection in the previous step:

    • ArcGIS Online: In the Organization box, enter your organization name, for example myorganization, or the URL of your ArcGIS Online portal, for example https://myorganization.maps.arcgis.com.

    • Portal for ArcGIS: In the Portal URL box, enter the URL to your portal instance, for example, https://host.domain.com/arcgis/.

  4. In the Redirect URL boxes:

    1. In the left-hand box, select the appropriate connection scheme for your web server: https:// or http://

    2. In the middle box, select or type the host name of your web server.

    3. In the right-hand box, change the virtual path if you want.

      By default, the Post Installer bases the virtual path on your configuration on the IIS Settings panel.

    4. Click Copy to copy the redirect URL to your clipboard for use in a later step.

  5. Create an Application item for Geocortex Workflow:

    1. Click Launch to open your portal.

    2. Sign in to your portal, and navigate to the Content panel.

    3. Click Add Item and select An application.

    4. Configure the application item using the following settings.

      • Type: Web Mapping

      • Purpose: Ready to Use

      • API: Javascript

      • URL: Paste the redirect URL, for example: https://host.domain.com/Geocortex/Workflow/designer/

      • Title: Type a title for the item, for example: Geocortex Workflow

      • Tags: Type one or more tags for the item, for example: Geocortex and Workflow

      Settings to use for the ArcGIS application item

    5. Click Add Item.

      A new Application item is added to the portal. The item's details show.

      Application item for Geocortex Workflow

  6. Register the Application item:

    1. Click the Settings tab.

    2. Scroll down to the Web Mapping Application section at the bottom of the panel. Under App Registration, click Register.

    3. Paste the redirect URL into the Redirect URI box, and then click Add.

      The redirect URL is added to the list of permitted redirect URLs.

      Redirect URL added to the Geocortex Workflow Application item

    4. Click Register to complete the application registration.

      ArcGIS creates an app ID and secret for the Application item.

      App registration information

  7. Provide the app ID to the Post Installer:

    1. In ArcGIS, copy the app ID to your clipboard.

    2. In the Post Installer, paste the app ID into the App ID box.

  8. Test the application registration by clicking Test.

    The Post Installer will test the registration and either show a success message or prompt you to fix any errors.

If Portal for ArcGIS is secured using Windows Integrated Security and anonymous access to the portal is disabled in IIS, the Post Installer will present a warning that says: "The portal application registration is valid—however the specified portal requires authentication". You must install the Geocortex Web Adaptor Extensions to allow Geocortex Workflow to communicate with Portal for ArcGIS.

To allow other members of your organization to run Workflow Designer, share the Application item with them.

Summary

The Summary panel shows Workflow Designer's URL for you to distribute to Workflow authors in your organization. The Summary panel also provides a link to launch Workflow Designer.

  1. Open the Summary panel.

    Summary panel

  2. Launch Workflow Designer from the Summary panel, or copy the Designer URL for distribution to your team.

  3. Click Close to exit the Post Installer.

    Geocortex Workflow is ready to use.

Launch the Post Installer

You can open the Post Installer at any time to modify the post-installation configuration.

To launch the Geocortex Workflow Post Installer:

  1. Navigate to the Geocortex Workflow folder in your file system and open the Setup subfolder.

    If Geocortex Workflow is installed in the default location, the Post Installer is here:

    C:\Program Files\Latitude Geographics\Geocortex Workflow\Setup\

  2. Run the Post Installer's executable file, Geocortex.Workflow.Setup.exe.

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Documentation Version 5.19