Installation Overview

When installing K2 blackpearl, the Setup Manager will walk you through selecting the components based on the prerequisites or dependencies being available prior to install. The Setup Manager will install the selected components and configure them.

Please note that Setup Manager, K2 Server, K2 Studio and K2 for Visual Studio components require .NET Framework 4.5

Installing K2 blackpearl can be done in a number of ways:

Standalone System. All K2 components (with the possible exception of the K2 Database) are installed on a single server
Distributed Environment. K2 components are separated onto various servers
Client Tools Only: Installs the Development tools. These tools enable the K2 Process Developers to build processes collateral for the K2 Environment

If there are errors with the installation and environment configuration, the K2 Configuration Analysis tool will be run automatically once the Setup Manager is complete to identify the errors and assist the person installing the K2 components to resolve them.

The next sections will walk you through either scenario and help you configure your environment.

While not required, it is strongly recommended to close all other open applications, including anti-virus software and other disk-intensive applications, before installing K2 blackpearl. While K2 will install successfully, the performance of the installer may be hindered by the applications.

Do not run Windows Updates while installing
Where errors or issues are encountered during the course of the installation process, it is strongly recommended that they be addressed before proceeding with the installation. Be sure that you completed installing all of the prerequisites and did the set up steps in the Before you begin section prior to installing K2 blackpearl.

K2 blackpearl Installation Guide

The K2 blackpearl Installation Guide is intended to provide adequate guidelines on:

Assessing the target environment
Planning the environment and performing pre - installation tasks
Performing the installation
Performing post installation tasks.

The above four steps should be performed as listed to ensure a successful installation.

Download: You can download an Excel Workbook to help you organize your K2 blackpearl installation by clicking here. Use this checklist to ensure that all topics have been read, understood and implemented successfully before, during and after K2 blackpearl installation. The checklist includes all possible items for both Standalone and Distributed installations. Please read the Reference Topic to determine if the item applies to your environment.

There is also a worksheet where users can record their configured settings as reference.

Since all environments are not the same but are diverse in nature, it is not possible to provide information that suits every prospective environment exactly. Owing to this, the information below is provided as a guideline to the process of creating a K2 blackpearl environment.

Installation Checklist

	Prerequisites
	Item	Reference Topic
□	Hardware	Hardware Prerequisites
□	Software	Software by Component Software by Server Role
	Before you begin
	Item	Reference Topic
□	Adding DNS Entries	Adding DNS Entries
□	Set up Service Accounts	Setting up Service Accounts
□	Set up Permissions	Set up Permissions
□	Set up NLB	Setting up NLB
□	Set up SPNs and Delegation	Set SPNs for the K2 Service Account Set SPNs for the Reporting Services Service Account Set SPNs for the K2 Workspace Service Account Set SPNs for the SharePoint Service Account
□	Set up MSMQ	Setting up MSMQ
□	Set up DTC	Setting up DTC
	Installing K2 blackpearl
	Item	Reference Topic
□	Installing a standalone system	Installing the Components
□	Installing a distributed environment*
	□ Install and configure the K2 Host Server	Install K2 blackpearl on the K2 Server
	□ Install and configure the K2 Reports	Install the K2 for Reporting Services component
	□ Install and configure the K2 Workspace	Install K2 Workspace on the IIS Server
	□ Install and configure the K2 for SharePoint component	Install the K2 for SharePoint component on the SharePoint Server
	□ Installing the Client Components	Installing K2 for Visual Studio
□	Post installation common tasks	K2 Environment Security Adding Multiple Active Directory Domains
□	Installing additional nodes	Adding another K2 Server to the farm Configuring Additional K2 Workspace Nodes
	Troubleshooting
	Item	Reference Topic
□	Troubleshooting common issues	See the Troubleshooting section of the help file
□	Environment Validation	Checklist: Environment Validation
^{* Kerberos is only setup if K2 Pass Through Authentication will not be used.}