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Setting up the Server Environment

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To take advantage of all Microsoft® Office XP Developer features, you must have access to servers that have the appropriate configuration. For the latest details about setting up the servers, see Readme.htm on the root of the Office Developer CD-ROM.

To create workflow applications using Microsoft® Exchange and Digital Dashboards, you must have access to a server running Exchange 2000 Server. To create workflow applications using Microsoft® SQL Server™, you must have access to a server running SQL Server 7.0 or SQL Server 2000 and the Workflow Services for SQL Server, which is installed using the Office Developer CD-ROM.

Setting up the Exchange Server

It is recommended you develop workflow applications on a computer set aside for development before moving them to a production Exchange 2000 Server. The Test version of Exchange Server included with Office XP Developer provides an opportunity for you to set up a secure and controlled development environment. For specific instructions about setting up an Exchange Server, refer to the Exchange 2000 Server documentation. Here are some tips specific to setting up and configuring an Exchange Server for workflow applications. If you have a test version of Exchange 2000 set up, you can adjust your own configuration. On a production Exchange 2000 Server, the server administrator makes the adjustments.

Verifying System Prerequisites

The Exchange Server must meet the following system requirements:

  • Microsoft® Windows® 2000 Server
  • Windows 2000 Service Pack 1 (available at the root of the Windows Component Update CD-ROM)
  • Exchange 2000 Server

Configuring Server Components

By default, Microsoft Exchange 2000 Server includes a workflow engine that controls the state changes to documents in a workflow folder. The workflow event sink (CDOWFEVT.DLL) calls the engine when an event fires in your workflow enabled folder. Before creating Exchange workflow applications, the workflow event sink has to be configured to run under the identity of a user with appropriate permissions. To do this, you must create a user with the appropriate permissions, add them as the identity of the workflow event sink, and then add this user to the appropriate groups and roles on the Exchange 2000 server.

To create users

  1. On the domain controller for your Exchange 2000 Server, from the Start button point to Programs, point to Microsoft Exchange, and then click Active Directory Users and Computers.
  2. Expand the server node.
  3. Right-click Users, point to New, and click User.
  4. Enter First name, Last name, and User logon name. Do not include spaces in the logon name. Click Next.
  5. Enter and confirm a password. For test accounts, it is reasonable to enable the Password Never Expires option. Click Next.
  6. All the options for creating a new mailbox are set for you. Click Next.
  7. Click Finish.

To assign an identity for the workflow event sink

  1. In the Active Directory Users and Computers window, right-click the Exchange Domain Servers group, and select Properties.

  2. Click on the Members tab.

  3. Click Add.

  4. Type <user alias>.

  5. Press Enter, click Apply, and click OK.

  6. From the Start button, point to Programs, point to Administrative Tools, and then click Component Services.

  7. Under the Console Root, expand Component Services.

  8. Expand Computers, My Computer, COM+ Applications, Workflow Event Sink.

  9. Right-click Workflow Event Sink, and select Properties.

  10. Select the Identity tab.

  11. Under Account, next to the This User text box, click Browse.

  12. In the Name text box, enter <user alias>, and press Enter.

  13. The User option is set to <domain>\<user alias>.

  14. Enter and confirm the password for the account.

  15. Click OK to confirm settings.

    Note   If you return to the Identity tab, the Password field will be blank, but your password will still be valid.

The user account that is used for the Workflow Event Sink user account has to be part of the following two COM+ roles:

  • Can Register Workflow

  • Privileged Workflow Authors

    Note   To make administration easier, it is recommended you create a single group and add that group to the roles and Exchange Domain Servers group. Then, you can make it possible for users to run workflow applications simply by adding them to the group.

To add the user to the two COM+ roles

  1. From the Start menu, point to Programs, point to Administrative Tools, and then click Component Services.

  2. In the Component Services dialog box, open the Component Services node, then Computers, then My Computer, then COM+ Applications, then Workflow Event Sink, and then Roles.

    There are two workflow roles there — Can Register Workflow and Privileged Workflow Authors.

  3. Add the user to both of these roles by right-clicking the role name and adding the user.

The user account that is used in the Workflow Event Sink must be a member of the Exchange Domain Servers group.

Make user a member of the Exchange Domain Servers group

  1. From the Start menu, point to Programs, point to Administrative Tools, and then click Active Directory Users and Computers.
  2. In the Domain Users folder, right-click the user name, and select Properties.
  3. Select the Member Of tab, and click Add.
  4. Find the Exchange Domain Servers group, and add the user.

You might have to shut down and restart the application for these changes to be applied. To do that right-click the Workflow Event Sink node, and select Shut Down, then right-click the node, and select Start.

To set script execution permissions

When the server users have been configured, you must permit script execution on the Exchange Server. This is not the default.

  1. Log onto Exchange 2000 Server as Administrator.

  2. From the Start button, point to Programs, point to Microsoft Exchange, and then click System Manager.

  3. Expand your server.

  4. Expand Protocols.

  5. Expand HTTP.

  6. Expand Exchange Virtual Server.

  7. Right-click Public, and select Properties.

  8. Click the Access tab.

  9. Under Execute Permissions, enable Scripts and Executables.

  10. Click Authentication.

  11. Under Select the authentication method to use for this resource, make sure Anonymous is not enabled.

  12. Under Basic authentication, set the default domain to the domain name for your Exchange Server.

  13. Click OK.

    Note   Do not set script execution permissions by right-clicking My Computer and selecting Manage. When the Active Directory synchronizes, the settings in Manage are overruled by the settings in the System Manager.

Setting up the SQL Server

Verifying System Prerequisites

To create and run workflow applications using SQL Server, you must have a server containing SQL Server 7.0 or SQL Server 2000 and the Workflow Services for SQL Server to host and manage the workflow applications.

The server must meet the following system requirements:

Windows 2000 Server

  • System Administrator privileges on the Windows 2000 Server. To obtain System Administer privileges, add yourself to the Administrators group on the server.
  • Internet Information Services (IIS) with Front Page server extensions. Windows 2000 Server installs IIS by default.
  • Windows 2000 Service Pack 1 (available at the root of the Windows Component Update CD)

SQL Server 7.0 or SQL Server 2000

You can use either SQL Server 7.0 or SQL Server 2000. The developer workstation must be using the same version of SQL Server as the server.

Requirements for SQL Server 2000

  • The service account setting must be set to use a Domain User account. This is the default in SQL Server Setup.
  • Security mode can be set to Windows authentication or Mixed mode.

Requirements for SQL Server 7.0

  • The service account setting must be set to use a Domain User account. This is the default in SQL Server setup.

  • SQL Server 7.0 must use Integrated Security.

    If your SQL Server currently uses SQL Security, reinstall SQL Server, and select the Integrated Security option.

  • SQL Server 7.0 Service Pack 2, available on the Office Developer CD-ROM.

After meeting system prerequisites, launch Office XP Developer Setup to install the Workflow Services for SQL Server.

Note   If you are upgrading from a previous version of SQL Server workflow server components, uninstall all previous SQL Server workflow components before running Setup. You must run an uninstall procedure that you will find in the Readme file before you uninstall, or any applications and templates that you created previously will be lost.

Installing Server Components

To install the Workflow Services for SQL Server

  1. Verify that the server is configured correctly and that all system requirements are met.

  2. Install SQL Server. See prerequisite information earlier.

  3. Insert the Office XP Developer CD-ROM, and launch the Office XP Developer Setup program.

  4. Click Windows Component Update. This installs operating system components required by Office Developer. Insert the Windows Component Update CD-ROM, and enter the path to the CD-ROM.

    Note   The Windows Component Update does not install other system prerequisite components, such as Office XP.

  5. Click Install Office Developer.

  6. From the feature list, select Workflow Services for SQL Server.

  7. Click Install Now! to continue with Setup.

See Also

Setting up Microsoft Office XP Developer | Setting up the Developer Design Environment | Selecting a SQL Server Data Source | Upgrading the Redistributable Desktop Engine to SQL Server | Setting up the Office Developer Workflow Toolbar Control on Client Computers