• K2 blackpearl Installation and Configuration Guide
  • Introduction
  • How to use this Installation and Configuration Guide
  • What is new in this release
  • Planning Guide
    • Component Overview
      • Client
        • K2 for Visual Studio
        • K2 Studio
        • K2 Designer for SharePoint
        • Setup Manager
      • Server
        • K2 Server
        • K2 Workspace
        • K2 for SharePoint 2010
        • K2 for SQL Server Reporting Services
        • Setup Manager
      • Technology Requirements
        • Functional Roles
          • K2 blackpearl 4.5 Support for Microsoft 2008 Technologies
          • Microsoft 2008 Technologies Support
        • Microsoft Windows Server
        • Microsoft SQL Server & Reporting Services
        • Microsoft Windows Vista or later
        • .NET Technologies
        • Messaging
        • Internet Explorer
        • Microsoft Visual Studio 2010
          • Version Support and Backwards Compatibility 2010
        • Microsoft Office technologies
    • Architecture
      • K2 Architecture: Server
      • K2 Architecture: Client
    • Deployment Scenarios - K2 Supported Topologies
      • Standalone Install
      • Small Scale Install
      • Scaling for Data Availability
      • Scaling for Better Performance
      • Scaling for Page Rendering
      • Scaling for Data and Performance
      • Medium Scale Install
      • Maximum Redundancy on Six Servers
      • Large Scale Install
      • Multiple SharePoint and K2 Farms
    • Additional Planning Considerations
      • Network Load Balancing (NLB)
      • Supported Authentication Technologies and Terminology
      • Introduction to OAuth
      • K2 Pass-Through Authentication
      • Kerberos
      • Internet Information Service (IIS)
      • Domain Configuration
        • DNS Basics
        • DNS Beyond the Basics
      • Database
  • Prerequisites
    • Hardware
      • 32-bit and 64-bit
    • Software
      • Licensing
      • Integration
      • By Component
        • K2 Server
        • K2 Database
        • K2 Designer for SharePoint
        • K2 for Reporting Services
        • K2 for Visual Studio
        • K2 for SharePoint
        • K2 Studio
        • K2 Workspace
      • By Role
        • K2 Server
        • Web Server
        • SharePoint Server
        • Reporting Services Server
        • Database Server
        • Client Machine
    • Environment Configuration
      • Set up Service Accounts
        • Installation Account
        • K2 Service Account
        • K2 Workspace Service Account
          • IIS Group Membership
        • SharePoint Service Account
        • Reporting Services Service Account
      • Windows Server 2008 Configuration Requirements
        • Adding DNS Entries
        • Set up SPNs
          • K2 Service Account
          • Reporting Services Service Account
          • K2 Workspace Service Account
          • SharePoint Service Account
          • SQL Server Service Account
        • Set up Permissions
        • Set up NLB
        • MSMQ
        • Enable and Configure the DTC Components
        • IIS 7 Configuration
      • Windows Server 2012 Configuration Requirements
        • Adding DNS Entries
        • Set up SPNs
          • K2 Service Account
          • Reporting Services Service Account
          • K2 Workspace Service Account
          • SharePoint Service Account
          • SQL Server Service Account
        • Set up Permissions
        • Set up NLB
        • MSMQ
        • Enable and Configure the DTC Components
        • IIS 8 Configuration
      • SQL Server 2008 SP1
        • K2 Workspace Permissions Requirements
        • Database Renaming During Installation
        • SQL Reporting Services
      • User Authentication and Security
        • Introduction to User Managers
        • Service Accounts
        • Kerberos for Windows Server 2008
          • SQL Server Reporting Services
          • Setting up SSRS with a Domain user as an application pool account
          • Setup Kerberos delegation for IIS 7.0
          • Activate Delegation for the K2 Workspace/Runtime Application Pool Account
          • Activate delegation settings for IIS 7.0 web application
            • Option 3: Utilizing the AdminPack for IIS7.0
          • Farm configuration for Kerberos delegation
        • Kerberos Delegation For SharePoint
          • Site authentication to Kerberos for SharePoint site
          • Activate Delegation Settings for SharePoint Account
        • K2 Pass-Through Authentication
          • Installation and Configuration Settings
          • How K2 Pass-Through Works
          • Connecting to the K2 Server
          • Credentials Delegation
            • Single Sign On
            • Enforce Impersonation
            • SharePoint Impersonation
            • Dynamic SQL Service Impersonation
              • Dynamic SQL Server Configuration Requirements
          • Information and Error Messages
          • Scenario Walkthrough
        • Troubleshooting and Resources
      • SharePoint Server 2010 User Profile Service set up
  • Installation
    • Optional installation logging for troubleshooting
    • Installing a standalone system
      • Standalone Install Flow Diagram
      • Welcome Screen
      • Latest Version Validation
      • End User License Agreement
      • Installation Type
      • License Configuration
      • Workspace Web Site configuration - Standalone
      • Resolve Security Token Service Issuers
      • CRM Configuration
      • K2 Database Configuration
      • Exchange Server Configuration
      • Exchange Integration
      • K2 SmartActions Installation
      • SMTP Settings (outgoing mail)
      • Configuration Summary
      • Additional Actions
      • Installing Components
      • Setup Manager Finished
      • Client Tools Only installation
      • Client Components
      • Host Server Database
      • Custom Install
        • Custom Installation Flow Diagram
        • Custom K2 Workspace Web Site Configuration
        • K2 Database Configuration
      • Select Components
      • K2 Server Configuration
      • K2 Pass-Through Authentication
      • Workspace Application Pool Configuration
      • SQL Reporting Services
      • Database Configurations
      • Service Accounts Configuration
      • Check Dependencies
      • User Manager Settings
    • Installing a distributed environment
      • K2 Host Server
      • K2 Reports
      • K2 Workspace
      • K2 for SharePoint component
      • Installing the Client Components
        • Install the K2 for Visual Studio component
        • Install the K2 Studio component
      • Distributed Installation of K2 View Flow via Group Policy
    • Post installation common tasks
      • Permissions for K2 Components
        • K2 Server
        • Reporting Services Service
        • IIS Server
        • SharePoint Database Rights
        • SharePoint Server
          • K2 for SharePoint - Core
          • K2 for SharePoint - K2 Designer for SharePoint
          • K2 for SharePoint - K2 Process Portals
        • Group Policy: Adding Users (LOGON32_LOGON_BATCH )
      • K2 Server
        • K2 Performance
          • K2 Service Startup
          • Tweaking identity cache performance for the K2 Server
        • Installing additional nodes
          • Adding another K2 Server to the farm
      • K2 Workspace
        • K2 Workspace Security
        • View Flow validation
        • Configuring Additional K2 Workspace Nodes
      • K2 Environment
        • K2 Environment Security
        • Adding Multiple Active Directory Domains
        • Configure Workflow Tasks and History Lists
      • SharePoint Configuration
        • Configuring the K2 Worklist SharePoint Web Part
          • Deploy the K2 Worklist Web Part
          • Add the K2 Worklist Web Part to a SharePoint page
      • Clear cache after deploying K2 blackpearl
    • Configuration Analysis
      • Summary of tool checks
      • Analyze Configuration
      • Which Machines to Analyze
    • Unattended Installer
      • Unattended Installation Dependencies
      • Generate System Key
      • Generate Silent / Unattended Installation XML File
      • Silent/Unattended Installation (using the XML File)
      • Unattended Distributed Installation
      • Unattended Installer - Upgrade
      • XML File Parameters
        • Full Installation XML - Example
        • Server Installation XML - Example
        • Client Installation XML - Example
      • Setup Options
      • Additional Notes
    • Integration Configuration
      • SharePoint
        • K2 for SharePoint Configuration Wizard
          • K2 for SharePoint Prerequisite Check
          • K2 for SharePoint Configuration Wizard - Installation
          • K2 for SharePoint Configuration Wizard - Solution Deployment
          • K2 for SharePoint Configuration Wizard - Solutions Deployed
          • K2 for SharePoint Configuration Wizard - Features Activation
          • K2 for SharePoint Solutions Management (Advanced)
            • K2 for SharePoint - Prerequisite Check (Advanced)
            • K2 for SharePoint - Solution Deployment (Advanced)
            • K2 for SharePoint - Retract a solution (Advanced)
        • Central Administration
          • K2 Designer for SharePoint Administration Settings
          • Activate All K2 Features and K2 Configuration Settings
            • SharePoint Timer Activation Feature
          • K2 for SharePoint Configuration
          • K2 Designer for SharePoint Configuration
          • K2 Site Settings Link
          • K2 for SharePoint Management Console
          • K2 Designer for SharePoint
          • K2 Workflow Integration Content Types
          • How to register the K2 Failover Job Definition for a new Web Application
        • Activating Process Approval
        • Process Portal Web Parts
          • Activate Web Parts
          • Creating a Process Portal
          • Add Web Parts
          • Web Parts Solution Deployment in SharePoint 2010
          • Activate K2 Web Parts in SharePoint 2010
          • Adding K2 Web Parts in SharePoint 2010
        • SmartObjects
          • Introduction
          • SharePoint SmartObjects
            • Introduction
            • Using SmartObjects in SharePoint
            • Configure SmartObject Access
            • Import and Export SQL and CRM SmartObjects
              • Export Import Pre-requisites and Preparation
              • SmartObject Import Export Troubleshooting
                • SQL | CRM SmartObject Import & Export Troubleshooting
          • Configure Synchronization
            • Export SmartObjects Configuration
            • Import SmartObjects Configuration
          • SQL SmartObjects
            • Introduction
            • Registration Requirements
              • User Rights and Permissions
                • Authentication Method
                • Adding a Connection
              • Manage Connections
              • SQL Connection Settings
              • SQL SmartObject Method Creation
              • SQL SmartObject Method Configuration
            • Managing Existing SQL SmartObject Connections (Edit)
              • Edit Connection
              • Edit SmartObject
            • Import and Export SQL SmartObjects
              • Import SQL SmartObject
              • Export SQL SmartObject
          • CRM SmartObjects
            • How to create new CRM server connection
            • CRM Server Entities Selection
            • Export and Import CRM SmartObject
              • Export CRM SmartObject
              • Import CRM SmartObject
        • Claims-based Authentication
          • Supported Authentication Technologies and Terminology
            • Introduction to OAuth
            • Claims User Identity Flow for SharePoint 2010
            • Token Flow
          • Supported Configuration
          • Claims and OAuth Configuration
            • Claims and OAuth Supported Configurations
            • Legacy Configuration
          • Mapping Users
          • InfoPath Integration
            • InfoPath Forms Services
            • InfoPath Client
            • Troubleshooting
          • SharePoint People Picker
          • Troubleshooting
          • References
          • K2 and Claims - FAQ
      • InfoPath
      • Salesforce
        • Getting Started with Salesforce
        • Configuring credentials to execute Salesforce SmartObject methods
      • Environment Library
        • Environment Browser
        • Environment Library Management
      • SSL
        • Introduction to SSL
        • SSL Certificates
        • K2 Requirements for AD
        • SQLUM Requirements
      • K2 SmartActions
        • K2 Server Configuration File Updates
          • SmartAction Synonyms
        • E-mail ProtocolSetup
        • K2 SmartActions E-mail Security
      • User Managers
        • Introduction to User Managers
        • Active Directory User Manager
          • Configuring the Active Directory User Manager
        • LDAP User Manager
          • Configuring the LDAP User Manager
        • SQL User Manager
          • Creating a User
          • Adding a User to a Group
          • Adding a User to a Role
        • Custom User Manager
        • Changing the Default User Manager
          • Configure Security Labels
          • Configure K2 Workspace
          • Configure Workflow Server
          • Configure Environment Library
          • Configure User Role Manager
          • Configure Windows Designers
          • Configure Out of Office
          • Refresh the User Manager Cache
      • Config File Changes
        • K2 Auditing and Logging
        • Tweaking identity cache performance for the K2 Server
      • Restricted Wizards
        • Restricted Wizards
  • Maintenance
    • Repair
      • Repairing an Existing Component
      • Configure Components
    • Modify
      • Adding Components
      • Updating the K2 License Key
    • Remove
      • Remove Components
      • Manual Environment Clean Up
      • Validating the Uninstall
    • Upgrade
      • Installing a New Version as an Upgrade
      • Upgrade K2 blackpoint > K2 blackpearl
      • Upgrading a Farm in a Distributed Environment
    • K2 Update Manager
  • Disaster Recovery
    • Scenario 1: Simple K2 Backup and Restore
      • Backing up Keys and Certificates
      • K2 blackpearl databases Backup and Restore
    • Scenario 2: Running a K2 Standby Server within the same environment
      • Recommended Procedure
    • Scenario 3: Running a Parallel Standby Environment
      • Restoring a K2 blackpearl environment
      • Recommended Procedure
    • Scenario 4: SQL Mirroring - manual failover
      • SQL Mirroring - manual failover
  • Troubleshooting
    • InfoPath
      • InfoPath - Access is Denied Error
      • Action Not Found Error
      • InfoPath - An error occurred accessing a data source
      • InfoPath - Failed Connection to Source
      • InfoPath - Form Error
      • InfoPath - Form cannot be displayed error
      • InfoPath - InfoPath Form is not displayed on Worklist
      • InfoPath - Integrate with SmartObject
      • InfoPath - Invalid date error in Data Event wizard
      • InfoPath - URL Not Found
      • InfoPath - Workflow Unable to Deploy
      • InfoPath and SmartObjects issue with Re-publish
      • InfoPath - Troubleshooting Deployment Error in K2 Studio
    • Internet Explorer
      • Clearing Internet Explorer Cache
      • Removing Internet Explorer Enhanced Security
      • Settings for Internet Explorer
    • K2 Designer for Visual Studio
      • Default Escalation Code Block Fails to Generate
      • Visual Studio - Invalid URI
    • K2 Server
      • Connection Errors with Unicast NLB
      • Enable K2 Logging
      • K2 Service will not start
    • K2 Studio
      • Drop-down List Box Options not visible
      • K2 Studio - Wizard Rendering Issue
    • Performance
      • Slow startup for K2 components when machine has no internet access
    • K2 Workspace
      • K2 Workspace - Invalid Packet Header Error
      • K2 Workspace - Report Error
      • K2 Workspace - Report Rights Error
      • Temporary Permissions Error
      • Workspace Server Errors
      • Workspace folder permissions
    • Reporting Services
      • Configuration file changes for the K2 for Reporting Services component
      • Troubleshooting 401 error with Reporting Services
      • Troubleshooting Access Issues with K2 Reports
      • Validating the SQL Business Intelligence Development Studio
      • View Flow - Report does not display
    • Kerberos
      • Enabling Kerberos Logging
      • Troubleshooting Kerberos Issues
      • Using KerbTray to Troubleshoot Kerberos Tickets
    • SharePoint
      • Assembly Reference Error
      • Method not Found
      • Multiple System Accounts - Task actioning
      • Process Portal Report Error
      • Report Error
      • SharePoint - Attachment icons not displaying
      • SharePoint - Document Information Panel unable to load
      • SharePoint - SharePoint Central Administration Error
      • SharePoint - Task Error
      • SharePoint - Unknown Error on K2 for SharePoint Tab
      • SharePoint - Authentication is required for session error
      • SharePoint - Solution stays in deployment state
      • Troubleshooting using SharePoint Logs
      • Web Part Error
    • K2 Designer for SharePoint
      • Copy and Move Document screen rendering issue
      • E-mail Event rendering issue
      • Silverlight Designer (Troubleshooting the Silverlight Designer)
    • Smartactions
      • SmartActions fail: mailbox full error
    • SmartObjects
      • SmartObjects - Connection not made
      • SmartObjectServer Exception - 401 Unauthorized error
      • SmartObjects - Microsoft Data Transaction Coordinator Exception
      • SmartObjectServer Exception
    • Wizards and Rules
      • CRM SDK Error
      • Destination Rule - Multiple slots created but not executed
      • Forms Generation - Parser Error
      • Succeeding Rule Error
      • Word Document - Error with Word Document Conversion
      • Word Document - Troubleshooting Error Codes for Word Document Conversion Issues
    • Worklist
      • Activity Slots - Activity Does Not Complete
      • ASP.NET Validation on Start Process Action Property
      • Error with Forms Generation Client Event
      • Start Permissions
      • Troubleshooting Database CPU Utilization
      • Worklist Item Not Found
      • Worklist - User Not Allowed to Open Worklist Item
    • Exchange
      • Exchange Autodiscover
    • Checklist: Environment Validation
    • Using the AD wizard on Windows 2008 and the LDAP requirement
• Further Information and Support
• Terms of Use