Manage an On-Premises Installation

This topic discusses changes that you can make to an existing on-premises installation. If you have not yet installed Geocortex Workflow and configured the post-installation settings, follow the instructions in Install Geocortex Workflow on Premises.

Managing an on-premises installation may require periodically updating the software or changing the post-installation configuration:

See also...

Move Workflows from One Portal to Another

Update On-Premises Workflow

Geocortex periodically releases updates to on-premises Workflow that include new features and other improvements to the software. To update Workflow, run the new installer.

To update an on-premises installation of Geocortex Workflow:

  1. Download the installer.

  2. Run the installer.

    The installer detects your existing installation and prompts you to update.

  3. Click Update.

  4. When the update completes, click Finish.

    The Post-Installation Configuration launches.

  5. Click through the Post Installer to upgrade any dependencies.

    You should click through the Post Installer even if there are no changes to be made.

Manage the Post-Installation Configuration

Managing an on-premises Workflow installation may require changing the post-installation configuration:

Open the Post Installer

To open the Geocortex Workflow Post Installer:

  1. In the Windows Start menu, start to type Geocortex Workflow.

    The Start menu will show the Post Installer application.

  2. Click Geocortex Workflow Post Installer.

Activate Additional Licenses

If you have purchased additional licenses, activate them as follows:

  1. Open the Post Installer and click Licensing in the sidebar.

  2. Choose one of the following options:

  3. Click OK to close the License Status dialog box.

  4. Close the Post Installer when you are finished.

Manage the Data Directory

We recommend that you configure the data directory one time only, immediately after you install Geocortex Workflow.

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.

Change the IIS Deployment

You can change the location where Geocortex Workflow is deployed.

  1. Open the Post Installer and click IIS Settings in the sidebar.

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

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

  4. Click Portal in the sidebar.

  5. Update the Redirect URL to reflect the new IIS deployment.

    You may have to update the redirect URI of the Application item in Portal for ArcGIS as well.

  6. Click Close to close the Post Installer when you are finished.

Change the ArcGIS Registration

You can change how Geocortex Workflow is registered with ArcGIS.

  1. Open the Post Installer and click Portal in the sidebar.

  2. If you are changing to a different portal type, select the type of portal you use from the Portal Type drop-down list—ArcGIS Online or Portal for ArcGIS.

  3. If you changed the Portal Type, follow the instructions for the Portal Type you selected:

    We strongly recommend that you use HTTPS to access ArcGIS.

  4. In the Redirect URL area:

    1. Select the appropriate connection scheme for your Workflow server: https:// or http://.

      If the web applications that will host workflows run on HTTPS then you must run Geocortex Workflow on HTTPS as well. Otherwise, the applications will not be able to connect.

      We strongly recommend that you use HTTPS to access Geocortex Workflow.

    2. Select the host name of your Workflow server from the drop-down list.

      Alternatively, type or paste the host name.

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

    The virtual path is entered automatically based on the IIS Settings.

  5. Follow the instructions that apply to you:

    Register Geocortex Workflow Using an Existing ArcGIS Item

    1. Click Launch to open the portal in your browser.

    2. View the item's details.

    3. On the Settings tab, scroll down to the App Registration area and click Update.

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

      The URL is added to the list of permitted redirect URLs.Redirect URL for Geocortex Workflow added to the ArcGIS item

    5. Click Update.

    6. Copy the App ID from the App Registration area to the clipboard.

    7. On the Overview tab, edit Tags and add one or more tags for Geocortex Workflow.

    8. Return to the Post Installer to enter the app ID.

    Register Geocortex Workflow Using a New ArcGIS Item

    There are two steps:

    Step 1: Create the item

    1. Sign in to your portal and open the Content page.

    2. In My Content, click Add Item and select An application.

    3. Configure the application using the following settings, and then click Add Item.

      • Type: Web Mapping

      • Purpose: Ready to Use

      • API: JavaScript

      • URL: Paste the redirect URL that you copied in the previous step.

        For example: https://apps.domain2.com/Geocortex/Workflow/designer

      • Title: For example: Geocortex 5-Series

      • Tags: For example: Geocortex and Workflow

        You may want to add additional tags used by your organization.

      A new application is added to the portal.

    Step 2: Use the item to register Geocortex Workflow with the portal

    1. On the Settings tab, scroll down to the App Registration area.

    2. Click Register beside App Registration.

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

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

    4. Click Register to complete the application registration.

    5. Copy the app ID to the clipboard.

  6. Enter the App ID: In the Post Installer, paste the app ID into the App ID box.

  7. Click Test to test the application registration.

    The Post Installer will 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.

  8. Close the Post Installer when you are finished.

Manage the Service Account

The first time you run the Post Installer, it creates a local user account called IIS AppPool\GeocortexWorkflow that Geocortex Workflow uses in its back-end operations. This account is required for running workflows.

You can modify the account in IIS, in case you need to:

The account can be a local user or a domain user, but not a machine account.

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Documentation Version 5.20