Installer Checklist
Use these checklists to make sure you plan and prepare for your K2 installation. Keep track of what has been done during and post-installation and your environment configuration values.
The checklist covers the following sections:
Plan
Use these tables as a checklist to plan for your K2 installation.
| Know your environment | ||
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Read the Plan overview of the ICG? | |
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Understand the K2 components and considered the machines needed for your environment? | |
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Provisioned the needed K2 servers? | Names and roles of provisioned servers: |
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Are you using server farms? Have you identified the farm names? | List the farm names: |
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Do you have your machine details? | Have you gathered your machine names, IP addresses, know their hardware specifications and the versions of software installed on them (Windows version, SQL, SharePoint etc.) |
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Do you know details of your identity store? | Are you using Active Directory or SQL when you install K2? |
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Do you know the details for your Network? | Firewall, Ports in use, cloud details (AAD subscription details), AD Domains, Load Balancing settings, security considerations. |
| Prerequisites | ||
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Hardware prerequisites | Read through the topic and check the box if all prerequisites are satisfied. |
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Software prerequisites
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Read through the topic and check off each item as needed. |
| Accounts and Permissions | ||
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Accounts used in K2 | Create service accounts and assign permissions |
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Configure permissions | Configure permissions for the accounts |
Prepare
Use this table as a checklist to prepare for your K2 installation.
| Prepare for install | ||
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Have you read the Prepare section of the ICG? | |
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SSL Web sites and certificates. | Have you obtained a certificate issued by a CA trusted by Windows? |
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Firewall ports | If firewalls exist in your environment, you may need to configure ports. |
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Supporting Components | A number of supporting components need to be set up before installation. |
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NLB | If applicable, is your Network Load Balancing configuration ready? |
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User manager | Have you set up user accounts in your identity store? Ad or SQL? |
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Integration | If you are integrating with other systems, make sure you have prepared for them.
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Install
Use this table as a checklist for installing K2.
| Installation | ||
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Have you read through the Installation overview topics? | |
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K2 Five | is installed as either:
or in a distributed environment: |
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K2 for SharePoint App Deployment | The SharePoint Timer service must be running before App deployment. |
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Unattended Installation |
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Configure
Use this table as a checklist for your post-installation tasks.
| Post-installation configuration | ||
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Have you read through the K2 environment configuration topics? | |
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K2 server | Check that you have configured anything you need after installation. |
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K2 Site | Do you need a second runtime site or maybe want to set up multi-authentication? Read through the topics and configure as needed. |
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Integration | If you are integrating with other systems, make sure you have prepared for them.
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Mobile devices | Do you intend using mobile devices to manage tasks? |
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Client browser settings | Have you configured your browser settings? |
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K2 Management | Have you set up permissions in K2 Management? |