Install components
note
Before you proceed, make sure you have prepared for installation and executed the precheck.
Prepare Windows servers
Perform the following operations on all Windows servers.
To configure access for Intelligent Automation Cloud installation:
Connect to the remote Windows server via Remote Desktop or any other client as a Windows installation user (see Create installation users).
Run PowerShell as Administrator.
In PowerShell, run the following commands:
$url = "https://s3.amazonaws.com/workfusion-installer/blobs/artifacts/winrm-config/ConfigureRemotingForAnsible.ps1" $file = "$env:c\ConfigureRemotingForAnsible.ps1" (New-Object -TypeName System.Net.WebClient).DownloadFile($url, $file) powershell.exe -ExecutionPolicy ByPass -File $file -VerboseThe script checks the current WinRM (PS Remoting), enables CredSSP authentication, creates SSL listener and configures firewall for WinRM HTTPS connections to allow Ansible to connect, authenticate, and execute PowerShell commands.
If Internet access is not available on the target server:
Download the script from https://s3.amazonaws.com/workfusion-installer/blobs/artifacts/winrm-config/ConfigureRemotingForAnsible.ps1 and save it to the target windows server manually, for example, to C:\tmp\ConfigureRemotingForAnsible.ps1.
Run PowerShell as Administrator.
In PowerShell, run the following command:
powershell.exe -ExecutionPolicy ByPass C:\tmp\ConfigureRemotingForAnsible.ps1
Prepare variables
Prepare environment variables before installation.
Connect to the APP server via SSH and in the PACKAGE_DIR directory (where to the installer was extracted earlier, for example, INSTALL_DIR/wf_installer), run the following command as <linux_installation_user>:
```bash
$ cd PACKAGE_DIR
$ export ANSIBLE_PRIVATE_KEY_FILE="</path_to_ssh_key>"
# Path to SSH key for connection to all Linux servers as <linux_installation_user>
$ export ANSIBLE_REMOTE_USER="<linux_installation_user>"
# <linux_installation_user> provided in config.yml
$ export ANSIBLE_VAULT_PASS="<ansible_vault_password>"
# Password for decryption of config.yml. If you don't set this variable, you'll be prompted for password during setup.
```
Install components
To install all components, on the APP server, run the following commands as <linux_installation_user>.
$ ./install.sh preinstall full # Prepares all IA Cloud Enterprise servers for installation
$ ./install.sh install full # Performs actual IA Cloud Enterprise installation
$ ./install.sh check full # Verifies that installation completed successfully
At this point the installation is completed.
If the installation fails on some step, see the troubleshooting guide.
important
If <linux_installation_user> requires a password for the sudo privileges, add '--ask-become-pass' to the end of the command.
If <linux_installation_user> requires a password for the SSH authentication to other servers, add '--ask-pass' to the end of the command
$ ./install.sh <action> <component> --ask-become-pass
$ ./install.sh <action> <component> --ask-pass
$ ./install.sh <action> <component> --ask-become-pass --ask-pass
Perform post-installation check
Once the installation is completed, check WorkFusion Platform with Business Process (BP) and Manual Task. OCR must be activated.
To import and run the health check Business process with the provided options, on the APP server, run the following command as <linux_installation_user>:
$ ./install.sh check app -e test_ml=true -e test_ocr=true -e test_rpa=true -e test_ie=true -e test_chrome=true -e test_desktop=true
# Options description
# test_ml=true # Tests Machine Learning
# test_rpa=true # Tests RPA server(s)
# test_ocr=true # Tests OCR server(s). OCR must be ACTIVATED if you add this option
# test_ie=true # Tests Internet Explorer browser (IE must be installed on RPA server(s))
# test_chrome=true # Tests Chrome browser on RPA server(s) (Chrome must be installed on RPA server(s))
# test_desktop=true # Tests Desktop driver on RPA server(s)
Advanced installation options
Skip particular server
You may skip installation of a particular component, if you don't need it. For example, to skip the installation of the Analytics component, run the commands:
$ ./install.sh preinstall full -e skip_rpa=true -e skip_ocr=true -e skip_bi=true
$ ./install.sh install full -e skip_rpa=true -e skip_ocr=true -e skip_bi=true
$ ./install.sh check full -e skip_rpa=true -e skip_ocr=true -e skip_bi=true
# Options description
# skip_rpa=true # skips RPA component(s) installation (this component is optional for Workfusion Enterprise Edition)
# skip_ocr=true # skips OCR component(s) installation (this component is optional for Workfusion Enterprise Edition)
# skip_bi=true # skips BI (Analytics) component(s) installation (this component is optional for Workfusion Enterprise Edition)
# skip_lb=true # skips installation of haproxy service on the APP server (can be used ONLY if haproxy is already installed)
# skip_bep_agent=true # skips BEP AGENT component(s) installation (can be used ONLY if bep-agent is already installed, for example, when rerunning installation)
# skip_bep_master=true # skips BEP MASTER component(s) installation (can be used ONLY if bep-master is already installed, for example, when rerunning installation)
# skip_app=true # skips APP server(s) installation (can be used ONLY if the APP server is already installed, for example, when rerunning installation)
Install particular servers
When deploying components one by one, remember to follow the installation order.
The following commands must be mandatorily run from <linux_installation_user> on the APP server.
Install HAProxy to APP server
To install HAProxy, run the following commands:
$ ./install.sh preinstall lb
$ ./install.sh install lb
Install INT components
To install the INT components, run the following commands:
$ ./install.sh preinstall int
$ ./install.sh install int
$ ./install.sh check int
Install BEP Master components
To install the BEP Master components, run the following commands:
$ ./install.sh preinstall bep-master
$ ./install.sh install bep-master
$ ./install.sh check bep-master
Install BEP Agent components
To install the BEP Agent components, run the following commands:
$ ./install.sh preinstall bep-agent
$ ./install.sh install bep-agent
$ ./install.sh check bep-agent
Install APP components
To install the APP components, run the following commands:
$ ./install.sh preinstall app
$ ./install.sh install app
$ ./install.sh check app
Install RPA components
To install the RPA components, run the following commands:
$ ./install.sh preinstall rpa
$ ./install.sh install rpa
Install OCR components
To install OCR components, run the following commands:
# OCR (Linux) components(s) installation. When ocr_platform is set to 'linux' in config.yml and <ocr_hostnames> is defined in hosts.yml
$ ./install.sh preinstall ocr
$ ./install.sh install ocr
$ ./install.sh check ocr
# OR
# OCR (Windows) component(s) installation. When ocr_platform is set to 'windows' in config.yml and <ocrwin_hostnames> is defined in hosts.yml
$ ./install.sh preinstall ocrwin
$ ./install.sh install ocrwin
$ ./install.sh check ocrwin
caution
We recommend Linux OCR for Intelligent Automation Cloud Enterprise installation as it enables lower installation footprint configurations in future 10.1.X versions.
Install Analytics components
To install the Analytics components, run the following commands:
$ ./install.sh preinstall bi
$ ./install.sh install bi
$ ./install.sh check bi
# Analytics desktop installation to the BI server (most probably you don't need it).
$ ./install.sh install analytics-desktop