Software - Integration

There are certain wizards and Inline Functions in the K2 designers that have their own specific prerequisites if they are to be used in K2 processes. Listed below are the wizards and the respective prerequisite.

Wizard/Inline Function	Prerequisite	Installed on
Active Directory	Active Directory Server (Windows 2000 Functional Level or greater)	K2 Server
LDAP	LDAP-compatible systems with protocol version 3 or higher.	LDAP Server
Exchange For more details on Exchange see: Exchange Server Configuration	Microsoft Exchange Server 2007 and Microsoft Exchange 2007 Management Tools SP2 or SP3 or Microsoft Exchange 2010 and Windows Powershell 3.0 or later (get it at the Microsoft Download Center.) and WinRM (Windows Remote Management) or Microsoft Exchange Server 2013 (On premise or online)	K2 Server
CRM Entity	Microsoft Dynamics CRM 4.0 SDK must be installed as per the Software Prerequisites topic. If CRM 2011, 2013 or 2015 is going to be used, the respective version of Microsoft Dynamics CRM and the CRM Redistributable must be installed on the K2 Server. The redistributable will be automatically installed during setup or reconfiguration of the system. Note: Microsoft Dynamics CRM 4.0 Workgroup, Professional (Pro) Server or Enterprise Server needs to be present on the users network	K2 Server and is required by: K2 Studio K2 for SharePoint K2 for Visual Studio K2 for Reporting Services
Oracle Service Instance (Optional software, only necessary if Oracle is being used)	64-bit Oracle Data Access Components (ODAC) (can be downloaded from the Oracle site, here.) Oracle version 9 and up is supported. Note: If the ODAC is not installed prior to registering a new service instance, an error is generated saying the assembly can not be loaded because it is either not present or one of its dependencies is missing.	K2 Server
Get Content Control	OpenXML SDK 2.0 Redistributable http://msdn.microsoft.com/en-us/office/bb265236.aspx	K2 Server and Client
Get Cell Get Cell with Input Get Range Get Range with Input	Microsoft Office SharePoint Server (MOSS) 2007 and 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 Server and SharePoint Web Front Ends
K2 Services	.NET Framework 3.5 SP1 or .NET 4 Framework (for K2 Server)	K2 Server and Client
Create Folder in List	Microsoft Windows SharePoint Services 3.0 (WSS) or MOSS 2007 or SharePoint 2010 Foundation or SharePoint Server 2010 or SharePoint Server 2013 (supported for upgraded Sites still in compatibility mode)	SharePoint Web Front Ends
Convert Document	SharePoint 2010 Foundation or SharePoint Server 2010 or SharePoint Server 2013 (supported for upgraded Sites still in compatibility mode)	SharePoint Web Front Ends
Create Document	Microsoft Windows SharePoint Services 3.0 (WSS) or MOSS 2007 or SharePoint 2010 Foundation or SharePoint Server 2010 and OpenXML SDK 2.0 Redistributable http://msdn.microsoft.com/en-us/office/bb265236.aspx or SharePoint Server 2013 (supported for upgraded Sites still in compatibility mode)	K2 Server and SharePoint Web Front Ends
Insert into Document	OpenXML SDK 2.0 Redistributable http://msdn.microsoft.com/en-us/office/bb265236.aspx	K2 Server and SharePoint Web Front Ends

InfoPath 2013

If InfoPath 2013 forms are going to be used, the forms must be set to InfoPath 2010 compatibility mode in the forms options. Further, Microsoft Office 2013 installations need to be licensed, as unlicensed installations cause forms publishing issues.