WorkEngine v3.x Installation Guide - EPM Live

WorkEngine v3.x 

Installation Guide 

EPM Live v3.x Installation Guide Page 1

Table of Contents 

Prerequisites ................................................................................................................................................. 3 

Required Information prior to the installation: ............................................................................................ 3 

1. Application Installation Steps: .............................................................................................................. 4 

2. Central Administration Configuration: .................................................................................................. 8 

3. Creating a Site Collection: ..................................................................................................................... 9 

4. Creating a Reporting Database: ............................................................................................................ 9 

5. Run the Reporting Configuration Wizard:........................................................................................... 10 

6. Retraction Steps .................................................................................................................................. 10 

7. Additional Resources .......................................................................................................................... 10 


Prerequisites 

1. Microsoft Windows SharePoint Services 3.0 or Microsoft Office SharePoint Server 2007 (MOSS) 

with SP1 needs to be installed and configured per one of Microsoft’s supported architectures. 

Components of WorkEngine will be installed on all web servers in the farm. The latest 

supported SharePoint updates are not required but strongly recommended. 

2. Microsoft SQL Server 2005 SP2 (Standard or Enterprise) or Microsoft SQL Server 2008 (Standard 

or Enterprise) 

3. The user installing WorkEngine will need temporary SQL Server Admin rights or at least db 

creator rights. 

4. The Application Pool used for SharePoint must be running under an actual user account and not 

the Local Service or Network Service account. 

5. SQL Server Reporting Services (SSRS) 2008 in Integrated Mode 

Other configurations may work but are not supported in WorkEngine. 

NOTE: SSRS 2008 can be configured with SQL Server 2005 data base engine. If you are not using 

SSRS 2008 you may want to remove the reporting services reports web part from the report 

center page as well as the reports page in the project workspaces as this web part will error. 

If using NTLM Authentication: 

The SQL Server Reporting Services (SSRS) application must be installed on one of the web 

servers in your SharePoint Farm. Although the SSRS application needs to be installed on one of 

the web servers in your farm, the database for SSRS should still reside in the farm’s SQL Server 

environment. Kerberos can be configured and used to resolve the .NET double-hop issue if SSRS 

must be installed on a server other than one of the SharePoint web servers in the farm. 

If using Kerberos Authentication: 

The SQL Server Reporting Services (SSRS) application must be installed on a server within the 

same domain. 

6. Depending on the amount of customizations to the web pages, SharePoint Designer 2007 may 

need to be installed in order to make customizations to the web pages. 

Required Information prior to the installation: 

1. The Web Application on which you want to install. 

2. The URL of the SharePoint server. For example, https://my.epmlive.com 

3. Database Server and authentication information - This is used to create the WorkEngine 

database in SQL Server. This information is not necessary if using Windows Authentication to 

create the WorkEngine database. 

4. Reporting Services URL - This is the full URL to the report server instance. For example, 

https://my.epmlive.com/reportserver. Prior to the installation, validate that SSRS has been 

successfully installed by browsing to it and viewing a page as shown below. 


5. All of the information provided by WorkEngine including activation keys. 

1. Application Installation Steps: 

1. Run the WorkEngine3_x_x.msi file from the installation package. (x is the version of EPM Live 

WorkEngine you are installing.) 

2. Accept the License Agreement and click the Next button. 

3. Select the folder you want to install the application in and select Everyone. Click the Next 

button. 


4. Click on Next to begin the installation. 

5. The installation begins. This may take a minute or two to bring up the next screen. 


Installation continues…. 

6. Enter the installation details given the information below: 


SharePoint Settings: 

Web Application: The Web Application on which you want to install WorkEngine. 

Note: If you have multiple web applications for SharePoint or if you create an additional web 

application at a later date you must deploy the WorkEngine solution files to the additional web 

applications if you want to use the WorkEngine functionality on the additional web applications. 

Deploy the WorkEngine solutions through SharePoint Central Administration in the “Solution 

Management” page located within the “Operations” tab. 

Database Settings: 

Server: Database Server in which the WorkEngine database will be installed to. 

Database Name: Keep as default (epmlive) 

Username and Password: Populate with a SQL account that has permissions to create databases, 

otherwise leave blank to use Windows Authentication (recommended). 

7. Click the OK button when finished. 

8. The installation box will not close automatically, please remember to click the Close button 

when all checkboxes show either a green or red icon. 

If any of the steps show a red X image, please review the installation error log file located at 

C:\Program Files (x86)\WorkEngine\WorkEngine\ by default. The error log is a .log file with a 

preface name of “INSTALL”. For installation errors, please review the WorkEngine Knowledge 

Base at http://kb.epmlive.com. If you are still having issues, please email WorkEngine support 

at support@epmlive.com and attach the appropriate error log file. 

NOTE: A red X image does not necessarily mean that the step failed, it could also indicate that a 

component is already installed. For instance, if a repair is run using the set up file, several of the 

steps will show red x images because some components may already be installed. The error log 

will explicitly indicate which step failed and the reason for the failure. 

9. Click the Close button on the main installer screen. 


10. Once closed, the Timer Service installation dialogue will appear. Enter the username and 

password of the account that is running the SharePoint Application Pool for your farm. Be sure 

to enter the username in the format \. 

11. Click Close on the Timer Service Installer and then Close on the main installer. 

2. Central Administration Configuration: 

1. From within Central Administration, browse to the Application Management tab and click on the 

Manage web application features link under the SharePoint Web Application Management 

section. 

2. Select the appropriate Web Application in the drop down menu. Once the page refreshes, click 

the Activate button to activate the WorkEngine Core feature as well as the EPM Live Charting 

Service feature. 

3. From within the WorkEngine Administration section of the Application Management tab, click 

the Feature Keys link. Enter the key provided by WorkEngine and click the Activate button. The 

product will only activate assuming the server has access to the internet. Please contact 


WorkEngine support at support@epmlive.com if your server does not have access to the 

internet directly of if you use a proxy server to access the internet. Please include your product 

feature key as well as your farm GUID in your email to support. The farm GUID is located on the 

‘Feature Keys’ page near the bottom of the page. 

4. From within the WorkEngine Administration section of the Application Management tab, click 

the Application Settings link. 

5. Select the correct Web Application and then fill in the following information: 

a. URL: Enter the URL to the Integrated instance of Report Server 

(http:///ReportServer). It is important that you use the same URL 

here that users will use when accessing the reports. 

b. Path: Leave blank by default. 

c. Use Integrated Mode: Check this box. 

d. Username: Enter the username of the user that is running the SharePoint Application 

Pool. \ 

e. Password: Enter the password of the user that is running the SharePoint Application 

Pool. 

6. Copy the Connection String. 

7. When finished, click the Save Settings button. 

8. On the same page, change the Web Application to the Central Administration Web Application. 

9. Paste in the Connection String and click the Save Settings button. 

3. Creating a Site Collection: 

1. Starting with version 3.2.3 of WorkEngine, all Applications (Site Templates) will be installed 

separately. Please install all of the Applications that you purchased. 

2. Once the Application(s) have been installed, browse to the following directory: C:\Program Files 

(x86)\EPM Live\WorkEngine for EPM 

3. Double click the install.bat file in order to install the templates. 

4. Once the batch file has been run, click the Create site collection link within the SharePoint Site 

Management section of the Application Management tab of Central Administration. 

5. Fill out the information to create a Site Collection. Be sure to select the appropriate template 

using the Custom tab. 

6. Click the OK button when finished. 

7. Browse to your newly created Site Collection and add the Farm Admin account as a Site 

Collection Administration (if you didn’t already do that during creation). 

8. Navigate to the site collection features page within the Site Settings and activate the site 

collection feature entitled ‘Report Server Integration Feature’. 

4. Creating a Reporting Database: 


1. Once the Site Collection has been created, be sure that you are logged into Central 

Administration as the Service Account. 

2. Click the Reporting Configuration link within the WorkEngine Administration section of Central 

Administration. 

3. Select the appropriate Web Application. 

4. Click the Add Mapping button. 

5. Select the Site Collection that you just created from the orange dropdown selector. 

6. Select or enter the following information: 

a. Existing or New: Choose to create a new database. 

b. Server: Enter the database server name of the server that will host the reporting 

database. 

c. Database Name: Enter the database name. 

d. User SQL Account: Leave unchecked. 

7. Click the Create Database button. 

8. Grant db_owner permissions to either a Windows Account or SQL Account that you designate as 

the account that will access reporting data. 

5. Run the Reporting Configuration Wizard: 

1. Click on the Setup Wizard link from within the WorkEngine Administration section of Site 

Settings. 

2. Assuming that you have already mapped your Site Collection to a Reporting Database (section 

4), you will only be required to enter the account that you designated as the reporting account 

in step 8 of section 4 above. 

3. Enter your account and click the Next button. 

4. When prompted by the wizard to view additional configuration information, select the ‘No’ 

radio button and click the Finish button. The wizard will now go through each report in your Site 

Collection and configure it to point to the correct Data Source. 

Note: You can run the setup wizard again at a later date to view the extra configuration information if 

you so choose. 

6. Retraction Steps 

1. From add/remove program, uninstall all WorkEngine programs. 

2. Use STSADM to delete all WorkEngine Templates from the server. 

3. Delete the epmlive database. 

4. Delete the WorkEngine folder from the /Program Files directory of each web server in the farm. 

7. Additional Resources 

Please visit our Knowledge Base at http://kb.epmlive.com in order to troubleshoot installation issues.

WorkEngine v3.x Installation Guide - EPM Live

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