K2 Five: Simple Single-server Installation

This section describes the installation of K2 in its simplest form: on a single machine with all server and client components included. See the Plan: Supported Topologies section for details on installation scenarios and an overview of the components in an install.

After you have installed all the prerequisites and created the service accounts, you are ready to install.

When installing and using K2 with a Developer license, the account used to run the K2 service is always the currently logged-in user. When using a Developer license, the K2 server runs in console mode as the currently logged-in user, and not as a Windows service. K2 uses the currently logged-in user's credentials to connect to the K2 database (when using integrated authentication), and uses the current user’s credentials for certificates, registry keys, and folders required by the K2 service to run. See the topic Accounts used in a K2 Installation for more information.

When updating an expired Developer license, use the information in the article: How to Obtain and Manage K2 License Keys.

Installation steps

When the installation is started, the Setup Manager runs through the following steps:

  1. Launch the K2 Setup Manager.
  2. On the Welcome page, click Next.
  3. On the Checking for Latest Version page, the installation will verify the version, click Next.
  4. On the End User License Agreement page, read through the EULA. You must select the I agree to the terms and conditions of the license 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.
  5. The Installation Type page allows you to select either a Simple install or a Custom install. For this installation type, select Simple Installation > Full installation.
  6. On the License Configuration page, provide K2 licensing information.
  7. Once the license is entered, configure the K2 Site.
  8. On the Database Configuration page, provide the details for the K2 Database
  9. Use the Exchange Server Configuration page to configure the Exchange Server if you are using one.
  10. If Exchange is being used, integration is configured on the Exchange Integration page.
  11. On the SmartActions Configuration page, SmartActions are enabled by default.
    The SMTP Settings page is displayed in place of SmartActions setup if the Use Exchange for mail integration option was not selected on the Exchange Server Configuration page.
  12. On the Configuration Summary page, validate the settings. You can go back to make any necessary changes, and you can print this page for reference later or copy it to the Clipboard. Once satisfied with your settings, click Next.
  13. The Additional Actions page shows if there are additional actions to perform as part of the installation. Click Next to continue.
  14. The Setup Manager will update and show you the progress of the component installation on the Components page.
  15. Once the installation is done, the Configuration Analysis tool will be available to help troubleshoot any errors detected during the installation.
  16. When the installation has completed, you will see a Finished page. There will also be a link to the created configuration log file.