Performing a Custom Install on a standalone system
The Custom Installation option can do either a standalone installation, or a distributed installation (depending on what the user specifies). This install allows a user to select specific components to be installed. Continue on this page for the standalone custom installation or see topic Install a distributed environment for details on performing a custom install on a distributed environment.
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Please bear in mind that the list of steps below is based on all components being selected for installation. The user installing the system should ignore steps not related to their install. |
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The Setup Manager will check for the latest version of K2 blackpearl. |
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The End User License Agreement needs to be agreed to before continuing. |
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The Installation Type screen allows the user to select either a Simple install or a Custom install. |
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The Select Components screen enables the selection of either all or some of the components available in the K2 Platform. |
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On the License Configuration screen, the user must enter the license corresponding to the system key displayed. |
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Select the standalone option on the K2 server configuration screen and click the Next button. The K2 Server Farm option relates to installing on a distributed environment. |
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This step allows the user to set the K2 Pass-through Authentication for the K2 Server. |
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On the K2 blackpearl Server Configuration screen, take note of the ports that are used for communication. |
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At this step the K2 Workspace web site must be configured. |
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Once the Workspace web site has been created or selected, the Workspace application pool must be configured. |
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Configure the SQL Reporting Services on this screen. |
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The next step is to configure the optional CRM server details. |
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Customize K2 blackpearl database configurations at this step if necessary. |
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On this screen, configure the administrator and service accounts. |
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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. |
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As with the previous step, if Exchange is being used, the Exchange Integration screen needs to be configured. |
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SmartActions are enabled by default and set up on the SmartActions Configuration screen. |
| Note: | The SMTP Settings screen is displayed after step 18 (SmartActions setup) only if the Use Exchange for mail integration option has been selected on the Exchange Server Configuration screen. |
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Finally, the Configuration Summary screen will be shown where the installation can be reviewed. |
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Before the install begins, the Additional Actions screen is displayed if there are any actions that need to be performed. |
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The Installing Components screen displays the status of the installation and then displayed the Configuration Status screen. |
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This Finished page appears when the K2 Setup Manager is complete. |
