Nintex-SharePoint 2013

Connect and enable Nintex Live

This section applies to installation of Nintex Live. If you are not installing Nintex Live, you can skip this section.

Connecting and enabling Nintex Live involves establishing a connection to Nintex Live, enabling Nintex Live for Nintex Workflow and Nintex Forms, registering the SharePoint farm, and optionally changing the managed user account that runs the Nintex Live services.

Following are the features requiring enabling for Nintex Live

To connect and enable Nintex Live

  1. If Nintex Live was not installed from the installer, manually install and deploy it. 

    The Nintex Live solution is named nintexlivecore.wsp; you must also import all certificates from the “Certs” folder. This solution and its certificates are located in the installation folder for Nintex Workflow and for Nintex Formswhen the relevant option is selected from the installer, causing the solution to be exported for later deployment.

  2. If Nintex Live was installed on a machine that does not host SharePoint Central Administration, run the following command: 

    1. Log on to the server hosting SharePoint Central Administration.

    2. Open a SharePoint PowerShell command prompt and run the following command:

      install-liveservice

  3. Make sure the certificates used by Nintex Live are available.

    1. On the Central Administration Home page, select Security.

    2. In the General Security section, click Manage trust.

    3. Review availability of the following certificates; if any are unavailable, update to make them available.

      • Baltimore CyberTrust Root.crt

      • GTE CyberTrust Global Root.cer

      • Microsoft Internet Authority.cer

      • Microsoft Secure Server Authority.cer

      • Thawte Primary Root CA.cer

      • Thawte SSL CA.cer

  4. Enable Nintex Live for Nintex Workflow.

    1. On the Central Administration Home page, select Nintex Workflow Management.

    2. Click Live settings.

    3. In the Enable Nintex Live for Nintex Workflow section, click Enable and then click OK.

  5. Enable Nintex Live for Nintex Forms.

    1. On the Central Administration Home page, select Nintex Forms Management.

    2. Click Live Forms settings.

    3. In the Enable Nintex Live Forms section, click Enable.

    4. To allow Live Forms to be submitted by anonymous users over the Internet, in the Allow anonymous form submissions section, select Yes, and then confirm the action.

      Note: Allowing anonymous form submissions may require Microsoft server internet licensing.

  6. Establish a connection to Nintex Live.

    The Nintex Live Framework (installed with Nintex Live) requires a connection to the internet to communicate with Nintex Live.

    1. On the Central Administration Home page, select Nintex Live Management.

    2. Click Health Checks.

      If the connection to Nintex Live can be established, a "Success" message is displayed in the status column.

      Note: If your network requires a proxy server to access the internet, specify the server details in the Proxy server section. These settings are specific to the Nintex Live Framework and will be the only application allowed access to the internet.

  7. Confirm that the server can access the Nintex Live URLs: From the server running the Nintex Live services, navigate to each of the following URLs.

    Nintex Live Relay Service accesses these URLs for both Nintex Workflow and Nintex Forms.

  8. Nintex Forms: Register the SharePoint farm for Nintex Live for Mobile Access.

    1. If you have a firewall in place, make the following ports accessible using outbound rules (the ports will be used by Nintex Live Relay Service).

      • 9351/HTTP

      • 80/HTTP

      • 443/HTTP

    2. On the Central Administration Home page, click Application Management.

    3. In the Service Applications section, click Manage services on server.

    4. Click Start for Nintex Live Relay Service.

    5. Click Nintex Forms Management and then click Manage Live Mobile Access.

    6. Click Enable.

  9. Nintex Forms: Change the managed user account that runs the Nintex Live services (optional).

    Note: Nintex Forms 2013: The option to change this user account is available in v.3.0.3.1 and greater. Applicable services: Nintex Live Relay Service.

    1. Obtain a managed user account with the following access and group memberships:

      • Appropriate access to the Nintex Forms and Nintex Workflow databases

      • Access to the SharePoint lists and web applications that may be used by the Live service

      • Membership in the Farm Administration group on the SharePoint farm

    2. On the Central Administration Home page, click Security.

    3. Change the user account for Nintex Live Relay Service:

      1. In the General Security section, click Configure service accounts to display the Service Accounts page.

      2. In the first drop-down menu, select Windows Service – Nintex Live Relay Service.

      3. From the Select an account for this component drop-down menu, select the appropriate user account.

      4. Click OK.

  10. Confirm the ability to register SharePoint accounts with Nintex Live.

    1. Follow the instructions from Nintex Live registration in the Nintex Mobile help to register a SharePoint account with Nintex live.

      If the registration wizard is not displayed, see Registration error: Nintex Live.

    2. (Optional.) Confirm that the registered user is listed on the server hosting SharePoint Central Administration: From the Central Administration Home page, click Nintex Forms Management and then click Manage Live Mobile Users.

    3. On a mobile device, sign in to the Nintex Mobile app using the Microsoft account selected for Nintex Live registration.