One-Time Setup

Depending on the environment and types of host application(s) you choose, you may have to do some preliminary setup before you start to use VertiGIS Studio Workflow.

If you are evaluating VertiGIS Studio Workflow, the quickest way to get started is to use cloud Workflow and run your workflows in the Sandbox, VertiGIS Studio Workflow's built-in test environment. All you need is an ArcGIS Online account. You can get a free account here. Sign in to Workflow Designer using your ArcGIS Online account and follow the steps in Get Started to create and run your first workflow. You can perform the one-time setup at any time later.

On-Premises Workflow vs. Cloud Workflow

VertiGIS Studio Workflow is designed to run in the cloud or on premises.

In the Cloud: In the cloud version of VertiGIS Studio Workflow, you use the cloud offering of Workflow Designer to design workflows. Usually, client workflows are saved to your ArcGIS Online account. Alternatively, you can save your client workflows to your on-premises portal by obtaining an apps.vertigisstudio.com subdomain and pointing it at your portal. Contact Support () to get a subdomain.
On Premises: In the on-premises version of VertiGIS Studio Workflow, you use your on-premises deployment of Workflow Designer to design workflows. Client workflows are saved either to Portal for ArcGIS or to ArcGIS Online, depending on how you configure your deployment.

Installing VertiGIS Studio Workflow on premises has two main benefits:
- On-premises Workflow allows you to create server workflows—workflows that run on the server instead of on the client. Server workflows allow you to do certain tasks that you cannot do on the client, like querying databases, managing files on the server, and sending email.
- If your organization has an on-premises installation of Portal for ArcGIS, you can configure VertiGIS Studio Workflow to work with your portal, eliminating the need for VertiGIS Studio Workflow to access the Internet.
To use VertiGIS Studio Workflow on premises, you do not need to have Portal for ArcGIS on premises. You can use on-premises Workflow with ArcGIS Online.

The table below summarizes the differences between cloud Workflow and on-premises Workflow.

Differences Between On-Premises Workflow and Cloud Workflow

	On-Premises Workflow	Cloud Workflow
Save client workflows to...	Portal for ArcGIS or ArcGIS Online	Portal for ArcGIS (requires an `apps.vertigisstudio.com` subdomain) or ArcGIS Online
Workflow Designer	On-Premises Designer	Cloud Designer
Server workflows	Supported	Not supported

Multi-Server Deployments

VertiGIS Studio Workflow supports load balanced, multi-server environments. For details, see Install VertiGIS Studio Workflow in a Load-Balanced Environment.

What setup do I need to do?

Answer the questions below to determine what setup you need to do, if any.

1. Which version of VertiGIS Studio Workflow do you want to use, on-premises Workflow (A) or cloud Workflow (B)?

A. I want to use On-Premises Workflow

A.1. Do you want to use the Geocortex Viewer for HTML5 to host workflows?

Yes, I want to use the Geocortex Viewer for HTML5.

Adapt each viewer that will host one or more VertiGIS Studio workflows to point to your on-premises installation. Follow the instructions in Adapt a Geocortex Viewer for HTML5 to Work with On-Premises Workflow. Continue at question A.2.
No, I don't want to use the Geocortex Viewer for HTML5.

Continue at question A.2.

A.2. Where do you want to store your workflows, ArcGIS Online or Portal for ArcGIS?

I want to store my workflows in ArcGIS Online

Install VertiGIS Studio Workflow. In the Post Installer, select ArcGIS Online on the Portal tab. If you have an organizational account, specify your organization's name. If you have a public account, specify the main ArcGIS Online URL, www.arcgis.com. See Install VertiGIS Studio Workflow on Premises for instructions. Continue at question A.2.1.

The server on which VertiGIS Studio Workflow is installed, and on which your workflows are saved, must be accessible to your end users.

A.2.1. Do you want to use ArcGIS Web AppBuilder to host workflows?
- Yes, I want to use Web AppBuilder.
  
  You must use Web AppBuilder (Developer Edition). Follow the instructions in to deploy the widgets. After deploying the widgets, you have completed the setup.
- No, I don't want to use Web AppBuilder.
  
  You have completed the setup.
I want to store my workflows in Portal for ArcGIS

Install VertiGIS Studio Workflow. In the Post Installer, select Portal for ArcGIS on the Portal tab. See Install VertiGIS Studio Workflow on Premises for instructions. Continue at question A.2.2.

A.2.2. Do you want to use Web AppBuilder to host workflows?
- Yes, I want to use Web AppBuilder.
  
  A.2.2.1. Which edition of Web AppBuilder do you want to use, Web AppBuilder in Portal for ArcGIS or Web AppBuilder (Developer Edition)?
  - I want to use Web AppBuilder in Portal for ArcGIS
    
    Register the widgets following the instructions in Register the Widgets with Web AppBuilder in Portal for ArcGIS. After registering the widgets, you have completed the setup.
  - I want to use Web AppBuilder (Developer Edition)
    
    Follow the instructions in to deploy the widgets. After deploying the widgets, you have completed the setup.
- No, I don't want to use Web AppBuilder.
  
  You have completed the setup.

B. I want to use Cloud Workflow

B.1. Where do you want to store your workflows, ArcGIS Online or Portal for ArcGIS? If your users are in ArcGIS Online, store you workflows in ArcGIS Online. If your users are in Portal for ArcGIS, store your workflows in Portal for ArcGIS.

The server on which VertiGIS Studio Workflow is installed, and on which your workflows are saved, must be accessible to your end users.

I want to store my workflows in ArcGIS Online

You will sign in to Workflow Designer at apps.vertigisstudio.com.

B.1.1. Do you want to use Web AppBuilder to host workflows?
- Yes, I want to use Web AppBuilder.
  
  You must use Web AppBuilder (Developer Edition). Deploy the widgets following the instructions in . After deploying the widgets, you have completed the setup.
- No, I don't want to use Web AppBuilder.
  
  You do not need to do any setup.
I want to store my workflows in Portal for ArcGIS

Contact Support () to get a subdomain in apps.vertigisstudio.com, for example, myorganization.apps.vertigisstudio.com. Continue at question B.1.2.

You will sign in to Workflow Designer at your apps.vertigisstudio.com subdomain.

B.1.2. Do you want to use Web AppBuilder to host workflows?
- Yes, I want to use Web AppBuilder.
  
  B.1.2.1. Which edition of Web AppBuilder do you want to use, Web AppBuilder in Portal for ArcGIS or Web AppBuilder (Developer Edition)?
  - I want to use Web AppBuilder in Portal for ArcGIS
    
    Register the widgets following the instructions in Register the Widgets with Web AppBuilder in Portal for ArcGIS. After registering the widgets, you have completed the setup.
  - I want to use Web AppBuilder (Developer Edition)
    
    Deploy the widgets following the instructions in . After deploying the widgets, you have completed the setup.
- No, I don't want to use Web AppBuilder.
  
  You have completed the setup.