K2 blackpearl Product Documentation: Installation and Configuration Guide
Installing a standalone K2 blackpearl system

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

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.

K2 Database
K2 Workspace
  • Microsoft .NET Framework 3.5 SP1

http://www.microsoft.com/en-us/download/details.aspx?id=30653

* 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

http://www.microsoft.com/downloads/details.aspx?FamilyID=BB196D5D-76C2-4A0E-9458-267D22B6AAC6&displaylang=en

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.

  • 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

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

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:

Welcome Screen

On the Welcome screen, click Next

Latest Version Validation

The Setup Manager will check for the latest version of K2 blackpearl.

End User License Agreement

The End User License Agreement needs to be agreed to before continuing.

Installation Type

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.

License Configuration

On the License Configuration screen, the user must enter the license corresponding to the system key displayed.

K2 Workspace Web Site Configuration

Once the license has been entered, the K2 Workspace web site must be configured.

CRM Configuration

The next step is to configure the optional CRM server details.

K2 Database Configuration

On the next screen the SQL connection details can be set for the database configuration.

Exchange Server 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.

Exchange Server Configuration

As with the previous step, if Exchange is being used, the Exchange Integration screen needs to be configured.

K2 SmartActions Installation

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.
Configuration Summary

Finally, the Configuration Summary screen will be shown where the installation can be reviewed.

Additional Actions

Before the install begins, the Additional Actions screen is displayed if there are any actions that need to be performed.

Installing Components

The Installing Components screen displays the status of the installation and then displayed the Configuration Status screen.

Setup Manager Finished

Once the components are installed and configured, the Configuration Analysis tool runs to verify settings.

Setup Manager Finished

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.

 

 


K2 blackpearl Product Documentation: Installation and Configuration Guide 4.6.11