A standalone system install

A standalone system install is one where all components of the K2 blackpearl system are hosted on the same server.

By default, the K2 for SharePoint 2013 in 2010 mode component is not installed in a standalone installation. To install this component, use the Custom Install option and select the component for installation.

These components are described in the table below:

Please note that Setup Manager needs .NET Framework 4.5 to execute while the K2 Server, K2 Studio and K2 for Visual Studio components require .NET Framework 4.5

Software prerequisites for a standalone installation

Server Component	Operating system
K2 Server K2 Databases K2 Reporting Services K2 for SharePoint K2 Workspace	* ** Microsoft Windows Server 2008 Standard, Enterprise SP2 or Microsoft Windows 2008 R2, RTM and SP1 or Windows Server 2012
K2 for Visual Studio K2 Studio These two components may be installed on ANY of the operating systems listed.	Microsoft Windows Vista with SP1 or SP2 (Business or Ultimate) or Windows 7 with or without SP1 or Microsoft Windows 8 (Pro / Enterprise) or Microsoft Windows 10 (Pro / Enterprise)
* Latest security patches ** See the topic 32-bit and 64-bit support in the Prerequisites - Hardware section.
Server Component	Windows Components
K2 Server	Microsoft Message Queuing (MSMQ) Services Message Queuing Server Directory Service Integration A User Manager: The default User Manager is Active Directory (AD), but a custom user manager may be configured for use with K2 blackpearl Distributed Transaction Coordinator (DTC) IPv4 (IPv6 can exist, but IPv4 must also be configured)
K2 Reporting Services K2 for SharePoint K2 Workspace	IIS 7.0 with IIS 6.0 Compatibility or IIS 7.0 Management Tools or IIS 8 Manager Distributed Transaction Coordinator (DTC) IPv4 (IPv6 can exist, but IPv4 must also be configured) ASP.NET Windows Authentication Role Services
K2 Database	Distributed Transaction Coordinator (DTC) IPv4 (IPv6 can exist, but IPv4 must also be configured)
K2 for Visual Studio K2 Studio	No Windows components
Server Component	Additional Software
K2 Server	Microsoft .NET Framework 4.5 or greater For more information on .NET framework and K2, please see the topic: .NET Technologies Windows Support Tools (see Install Windows Support Tools for more information: for 32-bit see http://go.microsoft.com/fwlink/?LinkId=62270. Note: Windows Support Tools is a prerequisite if the installer is to automatically set the SPNs during the installation of K2 blackpearl. Otherwise, the Windows Support Tool is regarded as optional software. Windows Identity Foundation Redistributable (for more information, see http://support.microsoft.com/kb/974405). Windows Powershell 3 or later (get it at the Microsoft Download Center.) Browser: Microsoft Internet Explorer. See the K2 blackpearl 4.6 Compatibility Matrix for information on supported versions. If you want to integrate with CRM 4, download and install the CRM 4 SDK prior to starting the K2 Setup Manager. (Note that the CRM 4 SDK Assemblies must be added to the Global Assembly Cache (GAC) of the K2 server) CRM 4 SDK: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en If you want to integrate with CRM 2011, 2013 or 2015, the K2 Setup Manager will automatically install the required SDK and redistributables.
K2 Database	Microsoft .NET Framework 4.5 or greater http://www.microsoft.com/en-za/download/details.aspx?id=30653 Microsoft SQL Server 2014 RTM or Microsoft SQL Server 2012 Express, Standard, BI, Enterprise or Microsoft SQL Server 2008 Express, Standard, Enterprise SP3 or Microsoft SQL Server 2008 R2 SP1
K2 Workspace	Microsoft .NET Framework 3.5 SP1 http://www.microsoft.com/en-us/download/details.aspx?id=30653 Microsoft Report Viewer Redistributable 2008 http://www.microsoft.com/downloads/details.aspx?familyid=6AE0AA19-3E6C-474C-9D57-05B2347456B1&displaylang=en or Microsoft Report Viewer Redistributable 2008 SP1 http://www.microsoft.com/downloads/details.aspx?FamilyID=BB196D5D-76C2-4A0E-9458-267D22B6AAC6&displaylang=en NOTE: K2 Reports Runtime – requires Microsoft Report Viewer Redistributable 2008 SP1 Browser: Microsoft Internet Explorer. See the K2 blackpearl 4.6 Compatibility Matrix for information on supported versions. Either Visual Studio 2012/2013 or Visual Studio 2010 Web Deployment Projects is required (http://www.microsoft.com/en-us/download/details.aspx?id=25163) Microsoft Silverlight 4 or 5: (required for View Flow) http://www.silverlight.net/getting-started
* IISReset or reboot is recommended after installation
K2 Studio	Microsoft .NET Framework 4.5 or greater For more information on .NET framework and K2, please see the topic: .NET Technologies Active Directory Server (Windows 2000 Functional Level or greater). The default User Manager is Active Directory (AD), but a custom user manager may be configured for use with K2 blackpearl. Microsoft Exchange Server 2007 SP3 (required for Exchange Wizard) or Microsoft Exchange Server 2007 Management Tools SP3 or Microsoft Exchange 2010 SP1, SP2 or SP3 Windows Powershell 3.0 or later (get it at the Microsoft Download Center.) If you want to integrate with CRM 4, download and install the CRM 4 SDK prior to starting the K2 Setup Manager. (Note that the CRM 4 SDK Assemblies must be added to the Global Assembly Cache (GAC) of the K2 server) CRM 4 SDK: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en If you want to integrate with CRM 2011, 2013 or 2015, the K2 Setup Manager will automatically install the required SDK and redistributables. OpenXML SDK 2.0 Redistributable (required for Inline Functions) http://msdn.microsoft.com/en-us/office/bb265236.aspx Microsoft Office SharePoint Server (MOSS) 2007 SP3 Excel Web and Calculation Services Trusted file locations for Excel spreadsheets Microsoft SharePoint Server 2010 RTM or SP1 Excel Services Application (only available in SharePoint 2010 Enterprise and MOSS 2007) with Trusted file locations for Excel spreadsheets Either Visual Studio 2012/2013 or Visual Studio 2010 Web Deployment Projects is required to deploy projects in K2 Studio (http://www.microsoft.com/en-us/download/details.aspx?id=25163) Windows SDK v7.0A is required when the 'Generate ASP Pages' option is used. This is installed and configured when Visual Studio 2010 or 2012 is installed.
K2 for SharePoint	User Profile Service must be set up correctly and the service must be started. For more information see the topic: SharePoint Server 2010 User Profile Service set up Microsoft .NET Framework 4.5 or greater http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=ab99342f-5d1a-413d-8319-81da479ab0d7 Microsoft Windows SharePoint Services 3.0 (WSS) SP3 or Microsoft Office SharePoint Server 2007 (MOSS) Standard, Enterprise SP3 or SharePoint 2010 Foundation or SharePoint 2010 Foundation SP1 or SharePoint Server 2010 or SharePoint Server 2010 SP1 SharePoint Foundation 2010 Client Side Object Model Redistributable (required for CSOM Service Broker and is installed on the K2 Server) Microsoft Report Viewer Redistributable 2008 SP1 http://www.microsoft.com/downloads/details.aspx?FamilyID=BB196D5D-76C2-4A0E-9458-267D22B6AAC6&displaylang=en Browser: Microsoft Internet Explorer. See the K2 blackpearl 4.6 Compatibility Matrix for information on supported versions. If you want to integrate with CRM 4, download and install the CRM 4 SDK prior to starting the K2 Setup Manager. (Note that the CRM 4 SDK Assemblies must be added to the Global Assembly Cache (GAC) of the K2 server) CRM 4 SDK: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en If you want to integrate with CRM 2011, 2013 or 2015, the K2 Setup Manager will automatically install the required SDK and redistributables. Visual Studio 2010 Web Deployment Projects (required for Forms Technology.): http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=24509 . Visual Studio 2010 Web Deployment Projects requires Visual Studio 2010 (installed with the Visual Web Developer option) installed to be able to use the 'Generate ASP Pages' option with SharePoint integration.
K2 for Visual Studio	Microsoft .NET Framework 4.5 or greater: For more information on .NET framework and K2, please see the topic: .NET Technologies Microsoft Visual Studio 2010-2013 (Professional / Premium / Ultimate) with or without Sp1 Microsoft Visual Studio 2015 (Professional / Enterprise) A User Manager: Active Directory Server (Windows 2000 Functional Level or greater). The default User Manager is Active Directory (AD), but a custom user manager may be configured for use with K2 blackpearl. Windows Powershell 3.0 or later (get it at the Microsoft Download Center.) If you want to integrate with CRM 4, download and install the CRM 4 SDK prior to starting the K2 Setup Manager. (Note that the CRM 4 SDK Assemblies must be added to the Global Assembly Cache (GAC) of the K2 server) CRM 4 SDK: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en If you want to integrate with CRM 2011, 2013 or 2015, the K2 Setup Manager will automatically install the required SDK and redistributables. OpenXML SDK 2.0 Redistributable (required for Inline Functions) http://msdn.microsoft.com/en-us/office/bb265236.aspx Excel Web and Calculation Services with Trusted file locations for Excel spreadsheets or Microsoft SharePoint Server 2010 and Excel Services Application (only available in SharePoint 2010 Enterprise and MOSS 2007) with Trusted file locations for Excel spreadsheets
K2 for Reporting Services	Microsoft SQL Server 2014 Reporting Services or Microsoft SQL Server 2012 Reporting Services or Microsoft SQL Server 2008 Reporting Services Microsoft Report Viewer Redistributable 2008 SP1 http://www.microsoft.com/downloads/details.aspx?FamilyID=BB196D5D-76C2-4A0E-9458-267D22B6AAC6&displaylang=en NOTE: K2 Reports Runtime – requires Microsoft Report Viewer Redistributable 2008 SP1 K2 SSRS Service Broker – requires Microsoft Report Viewer Redistributable 2005 SP1 Microsoft .NET Framework 3.5 SP1 Redistributable Package and Microsoft .Net Framework 4.5 or greater http://www.microsoft.com/downloads/details.aspx?FamilyID=AB99342F-5D1A-413D-8319-81DA479AB0D7&displaylang=en Browser: Microsoft Internet Explorer. See the K2 blackpearl 4.6 Compatibility Matrix for information on supported versions. If you want to integrate with CRM 4, download and install the CRM 4 SDK prior to starting the K2 Setup Manager. (Note that the CRM 4 SDK Assemblies must be added to the Global Assembly Cache (GAC) of the K2 server) CRM 4 SDK: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en If you want to integrate with CRM 2011, 2013 or 2015, the K2 Setup Manager will automatically install the required SDK and redistributables.

Before starting the installation there are prerequisites that need to be met. Details can be found at these links:

Hardware
Software prerequisites for a standalone installation are listed in the table above
Permissions for K2 components
Pre configure environment

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.

Installation steps

Click on this link to see a flow diagram of the install steps.

Before the installation is started, the user must decide if the trace logging feature should be enabled. See the topic Optional installation logging for troubleshooting for more information.

When the installation is started, the Setup Manager will run through the following steps:

	On the Welcome screen, click Next
	The Setup Manager will check for the latest version of K2 blackpearl.
	The End User License Agreement needs to be agreed to before continuing.
	The Installation Type screen allows the user to select either a Simple install or a Custom install. The Simple install allows for a Full install (follow the steps below) or Client Tools only install. If a dependency is not detected on the system, the Select Component screen will be shown and will list software that needs to be installed.
	On the License Configuration screen, the user must enter the license corresponding to the system key displayed.
	Once the license has been entered, the K2 Workspace web site must be configured.
	The next step is to configure the optional CRM server details.
	On the next screen the SQL connection details can be set for the database configuration.
	If an Exchange Server is being used in the environment K2 is being installed to, it will be configured on the Exchange Server Configuration screen.
	As with the previous step, if Exchange is being used, the Exchange Integration screen needs to be configured.
	SmartActions are enabled by default and set up on the SmartActions Configuration screen.
Note:	The SMTP Settings screen is displayed after step 9 (SmartActions setup) only if the Use Exchange for mail integration option has been selected on the Exchange Server Configuration screen.
	Finally, the Configuration Summary screen will be shown where the installation can be reviewed.
	Before the install begins, the Additional Actions screen is displayed if there are any actions that need to be performed.
	The Installing Components screen displays the status of the installation and then displayed the Configuration Status screen.
	Once the components are installed and configured, the Configuration Analysis tool runs to verify settings.
	This Finished page appears when the K2 Setup Manager is complete.

The Finished page of the Setup Manager provides the option of starting the SharePoint Configuration, see the topic SharePoint Configuration in the installation Post common tasks section of this help file.