Configure Easy Workflow Database

After you run the Easy Workflow setup, you must configure the database. The Easy Workflow Database window allows you to create an EShare configuration file that can be sent to Process Runner Excel Add-in users to connect to the Easy Workflow database.

Ensure that your database administrator has granted you the required rights to configure the Easy Workflow Database using the setup.

To configure the Easy Workflow Database,

1. Open IEWF Configuration Tool that is available on the desktop of the server system where the Easy Workflow service is installed. The Easy Workflow Service and Database Configuration Tool window appears.

   

   The X symbol next to Easy Workflow Database Settings indicates that the database is configured, but the tool cannot currently connect to it. The X can also indicate that the Easy Workflow database settings are not configured and no connection is established with the database.

2. Select Easy Workflow Database Settings. The Easy Workflow Database window appears.

   

   When the same system is used for reinstallation or upgrade, information such as the database server name and database name of the Easy Workflow database that was already in use are populated automatically.

3. In the Database Server Setting section, enter the following details of the Microsoft SQL Server database:
   • Server: The instance name or IP address of the server system where SQL Server is installed. For example, 192.168.100.114, 1433 where 1433 is port number and is optional if you are using the default port.
   • Database: The name of the database. INW_EWFDB is the default database name, which you can modify.
   • Authentication: The authentication method that is used to connect to the SQL Server instance. If you select SQL Server Authentication, you must also enter a valid user name and password to connect to the SQL Server in the Username and Password fields, which is not required for Windows Authentication. We recommend that you use SQL Server Authentication when making a connection to the SQL Server. To use Windows Authentication, add the required Windows domain user who can access the SQL Server where the Easy Workflow database is installed and provide that Windows Domain user with the required permission to access the Easy Workflow database.
   • Encrypt Connection:Easy Workflow uses TLS 1.2 to communicate with the SQL Server instance. For information about the required prerequisites to use this option, see Encrypt Connections Using TLS Protocol.
   • Connection Timeout: The connection timeout (in seconds) after which the trial session of trying to connect to the database expires. For example, if the Connection Timeout option is enabled and set to 30 seconds, Easy Workflow tries to establish the connection with the configured database for only 30 seconds.
   • Command Timeout: The time to wait while trying to run a command before terminating the attempt and generating an error.
   • Archive Database: Indicates that the database is archived. When this option is selected, you can also specify the name of the archive database.

   Note: The same database information is required when you are installing the Easy Workflow service on multiple systems.

4. Expand Collation Setting, select Use Collation, and select the type of collation that must be used while creating the Easy Workflow database.
5. To test whether the database that you are trying to create supports the type of collation you selected in the Use Collation list, select Verify. A dialog appears to indicate if the collation type is supported by Easy Workflow.

   Note: Easy Workflow supports only case-insensitive collation.

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6. Optionally, to test the connection to the database using the connection details provided, select Test Connection.
7. In the Select Action section, select one of the following options:
• Create/Update Database Only: Indicates that the database and its objects are created or updated.
• Create/Update Database and Tag Definition: Indicates that the database and its objects with tags are created or updated.
• Map Database for Service: Indicates that the configuration settings of the Easy Workflow database that was created are used for the Easy Workflow service.
• Clear Database Cache: Indicates that the database cache is cleared.
• Maintain Tag Definition Only: Indicates that any existing tags that were previously created are maintained; otherwise a new one is created. Tags help to store predefined free text for each of the scripts or files stored on the Easy Workflow database. You can then sort, filter, or group using these tag values. For example, you can maintain Department as Tag1 and maintain department value in this tag to indicate which department owns the script. You can have Incident# as Tag2 and can maintain a ticket number for the given file if that file was created for an incident. Five tags are provided. By default, these tags are not activated. Tags can be defined or edited later using the same Easy Workflow database setup program. Only those tags that are activated can be maintained from the Process Runner Excel Add-in. Only the owner of the file can maintain the tag values.
• Create EShare Configuration File Only: Indicates that on completion of the installation, the configuration file EShareConfig.icf is created at the selected location. To use Easy Workflow, every Process Runner Excel Add-in user must connect to the Easy Workflow instance that was created. The EShare configuration file contains the required connection details, and this file must be distributed to users so that they can connect with Easy Workflow. For information about how to use the configuration file, see Configure EShare or Easy Workflow in Process Runner Excel Add-in.
• Create/Update Archive Database Only: Indicates that only the archive database and its objects are created or updated.
8. Select Create/Update. The Easy Workflow database is created and configured.