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.
Run PowerShell as Administrator.
In PowerShell, run the following commands:
$url = "https://workfusion-installer.s3.amazonaws.com/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 -ForceNewSSLCert -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 -ForceNewSSLCert -Verbose
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 <wf_user>:
$ cd PACKAGE_DIR
$ export ANSIBLE_PRIVATE_KEY_FILE="</path_to_ssh_key>"
# Path to SSH key for connection to all Linux servers as <wf_user>
$ export ANSIBLE_REMOTE_USER="<wf_user>"
# <wf_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 <wf_user>:
$ ./install.sh preinstall full # Prepare IA Cloud Enterprise servers for installation
$ ./install.sh install full # Perform actual IA Cloud Enterprise installation
$ ./install.sh check full # Verify that installation completed successfully
The installation is completed.
If the installation fails on any step, see the troubleshooting guide.
important
If <wf_user> requires a password for the sudo privileges, add '--ask-become-pass' to the end of the command.
If <wf_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
After the installation, 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 <wf_user>.
note
By default, all optional parameters (test_<component>) are set to 'false'.
$ ./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
Perform preinstall with separate user
If your user doesn't have sudo permissions and you want to perform preinstall root steps as another user that has the required permissions, run the following commands:
$ export ANSIBLE_VAULT_PASS="<ansible_vault_password>"
$ export ANSIBLE_REMOTE_USER="<linux_user_with_sudo>"
$ export ANSIBLE_PRIVATE_KEY_FILE="</path_to_ssh_key>"
# Give temporary ownership of installator directory to your sudo user
$ sudo chown -R <sudo_user> PACKAGE_DIR
# For linux components execute
$ ./install.sh preinstall full -e ansible_user=$ANSIBLE_REMOTE_USER -e skip_rpa=true -e skip_bi=true -e skip_ocrwin=true
# For windows components execute
$ ./install.sh preinstall full -e skip_common=true -e skip_lb=true -e skip_int=true -e skip_bep_master=true -e skip_bep_agent=true -e skip_app=true
# Clean the .ansible directory in /tmp
$ sudo rm -rf /tmp/.ansible/
# Revert ownership of installator directory
$ sudo chown -R <wf_user> PACKAGE_DIR
note
Before running ./install.sh, execute echo $ANSIBLE_REMOTE_USER to make sure that you have specified the correct username.
Skip particular component
You may skip installation of a particular component, if needed. 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 components
When deploying components one by one, remember to run the following commands on the APP server as <wf_user>.
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:
$ ./install.sh preinstall ocr
$ ./install.sh install ocr
$ ./install.sh check ocr
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 (optional).
$ ./install.sh install analytics-desktop