Install the K2 Studio component

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.

Prerequisites

The K2 Studio component installs the K2 Designer for Visual Studio. This designer allows developers to use a tool they are familiar with (Visual Studio) to develop, design, and deploy K2 applications. The K2 Studio component requires the following prerequisites:

K2 blackpearl Prerequisites for the K2 Studio component
Operating System	* ** Microsoft Windows Server 2008 Standard, Enterprise SP2 or Microsoft Windows 2008 R2, RTM and SP1 or Windows Server 2012 Microsoft Windows Vista with SP1 or SP2 (Business or Ultimate) or Windows 7 with or without SP1 or Microsoft Windows 8 (windows 8 / Pro / Enterprise) * Latest security patches ** See the topic 32-bit and 64-bit support in the Prerequisites - Hardware section.
Additional Software	Microsoft .NET Framework 4.5 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 blackpearl Prerequisites for the K2 Studio component

Operating System

* ** Microsoft Windows Server 2008 Standard, Enterprise SP2 or Microsoft Windows 2008 R2, RTM and SP1 or Windows Server 2012
Microsoft Windows Vista with SP1 or SP2 (Business or Ultimate) or Windows 7 with or without SP1 or Microsoft Windows 8 (windows 8 / Pro / Enterprise)

* Latest security patches
** See the topic 32-bit and 64-bit support in the Prerequisites - Hardware section.

Additional Software

Microsoft .NET Framework 4.5

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.

You can validate that you have the appropriate extensions installed by going into Visual Studio and selecting Help > About. You should see the following extensions listed:

Extensions for Windows WF

Install Steps

After you have installed all the prerequisites, you are now ready to install the K2 Studio component.

It is important to copy the installation files local to the server before installing. Do not install from a network share or UNC path. The installation will not work properly.

It is recommended to install this component on the client machine with an account with Local Administrator rights.

To install the K2 Studio component, follow the below steps:

Be sure to see the section on Post instillation common tasks once done with the install.

From the local installation folder, double-click on the Setup.exe file

On the Welcome screen, click Next

On the End User License Agreement screen, read through the EULA. You must select the I agree option before you can continue with the installation. You can print out the EULA for your records. Once you have read the EULA, click Next

On the Installation Setup screen, select the Custom Installation option and type in a Installation Folder, and click Next

On the Select Components screen, you should see that the only components for which the prerequisites are met are:

K2 Studio,
K2 Documentation, and
K2 blackpearl Setup Manager

There may be additional components available depending on what is installed on your client machine. You will want to uncheck the box next to the other components.

Once you have verified the components, click Next

On the Client Components screen, you can select from the following options for the connection to an environment:

The environment refers to an Environment Library, which is used for storing all information about your various environments (such as server names, URLs, SharePoint Servers and sites) external to the process. This allows users to easily build the same process for any of the available environments configured without needing to rework the process by changing these common variables.

Connect to an existing environment. This allows you to select an existing HostServer Database to connect to. On the next page, you will see the HostServer Database screen, where you can connect to a database to use its configuration information.
Manually configure an environment. This allows you to type in a K2 Server name to connect to. On the next page, you will see the K2 blackpearl Server Configuration screen, where you can type in a Server Name and the ports.

On the Configuration Summary screen, validate the settings. You can go back to make any necessary changes, and you can print this page for reference later. Once you are satisfied with your settings, click Install.

The Setup Manager will update and show you the progress of the components as it installs.

When the installation has completed, you will see a finished screen. There will also be a link to the created configuration log file. When you click Finish, you will be prompted to restart now (click Yes) or restart later (click No). It is important to restart in order to complete the installation and configuration of K2 blackpearl.