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 Master 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 WFUSER:
$ cd PACKAGE_DIR
$ export ANSIBLE_PRIVATE_KEY_FILE="</path_to_ssh_key>"
# Path to SSH key for connection to all Linux servers as WFUSER
$ export ANSIBLE_REMOTE_USER="WFUSER"
# WFUSER 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 Master server, run the following commands as WFUSER:
$ ./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 WFUSER requires a password for the sudo privileges, add '--ask-become-pass' to the end of the command.
If WFUSER 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
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 install full -e skip_bi=true
$ ./install.sh check full -e skip_bi=true
# Options description
# skip_rpa=true # skips RPA 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 Master server (can be used ONLY if haproxy is already installed)
# skip_agent=true # skips AGENT component(s) installation (can be used ONLY if agent is already installed, for example, when rerunning installation)
# skip_master=true # skips Master server(s) installation (can be used ONLY if the Master 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 Master server as WFUSER.
Install Master server components
To install the Master server components, run the following commands:
$ ./install.sh install master
Install Agent server components
To install the Agent server components, run the following commands:
$ ./install.sh install agent
Check Master and Agent components
To check the Master and Agent server components, run the following commands:
$ ./install.sh check master
$ ./install.sh check agent
Install RPA components
To install the RPA components, run the following commands:
$ ./install.sh install rpa
Install Analytics components
To install the Analytics components, run the following commands:
$ ./install.sh install bi
$ ./install.sh check bi
# Analytics desktop installation to the BI server (optional).
$ ./install.sh install analytics-desktop
important
Starting from 10.2.2, BI workbooks are not published by default during the installation process. If you need them to be published during the installation, go to config.yml and set the publish_bi_dashboards variable to True.
Another option to publish BI workbooks is to run the following command at any time after the installation is completed.
$ ./install.sh install bi_workbooks -e publish_bi_dashboards=true
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 Master server, run the following command as WFUSER.
note
By default, all optional parameters (test_<component>) are set to 'false'.
$ ./install.sh check master -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)