KB001330

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KB001331 - Quick guide to upgrading K2 smartforms

 

Introduction
This guide provides the software and hardware prerequisite details as well as the steps to install K2 smartforms in a standalone environment. The article will be updated with every release ensuring that the latest installation guideline is available.

Step 1 - Install the prerequisites on your machine

You should have your environment built out with all the necessary prerequisites before installing K2 smartforms. This can be a virtual environment, using something like VMWare, or a physical environment. K2 smartforms 1.0.6 requires K2 blackpearl 4.6.7. For more information on the K2 blackpearl software requirements, please see the Compatibility Matrix.

Minimum hardware requirements and software prerequisites needed for K2 smartforms:

Hardware

Component	Requirement
Hard Disk	K2 Designer Site 200mb (actual 132mb) SmartForms Runtime Site 50mb (actual 12mb) SharePoint 10mb
Full K2 smartforms Installation	200mb (extracted and installed 1GB)

Software

Server Components	Requirement
K2 blackpearl	K2 blackpearl 4.6.7 http://portal.k2.com/downloads/bp/Default.aspx
Required for K2 Designer	Microsoft .NET Framework 4.5 (required for Design time and Runtime sites). Visit the following link to find out what .NET Framework version is currently installed: http://msdn.microsoft.com/en-us/library/hh925568.aspx Windows Identity Framework 3.5 Runtime :http://www.microsoft.com/en-za/download/details.aspx?id=17331 or SDK: http://www.microsoft.com/en-za/download/details.aspx?id=4451 Microsoft Silverlight 4 or 5 http://silverlight.net/getstarted/ Internet Information Services (IIS) 7 or IIS 8 ( required for Design time and Runtime sites).
Required for K2 smartforms Databases	Microsoft SQL 2008 Express, Standard, Enterprise SP1 or SP2 or Microsoft SQL 2008 R2 RTM or SP1 or Microsoft SQL 2012 32-bit and 64-bit support
Required for SmartForms Web Parts and SmartForms Task Wizard	SharePoint 2010 Foundation, Standard or Enterprise RTM or SP1 or Microsoft Office SharePoint Server (MOSS) 2007 Standard, Enterprise SP2. Note: SharePoint is an optional requirement and will only be required if you intend on using SmartForms Web Parts and the SmartForms Task Wizard functionality

When using SharePoint Workflow Integration with customized Forms, Visual Studio's Web Deployment Projects is needed.
 

Client Components

Requirement

Required for K2 Designer

Microsoft Internet Explorer 8 (recommended for Runtime only) or Microsoft Internet Explorer 9 or Microsoft Internet Explorer on the desktop (IE10-desktop mode): Plug-in support is only available in Internet Explorer on the desktop, and this version of IE 10 must be used for items built on Silverlight, such as the K2 Workflow Designer; or Firefox 25.0.1 (Mozilla) or Safari 5.1.7 or Chrome 31.0.1650.57 m Microsoft Silverlight 4 or 5 http://silverlight.net/getstarted/

 

 

Once the K2 smartforms Setup Manager is launched, a wizard will walk you through the necessary screens to install and configure K2 smartforms.
 

Once the Welcome screen has been displayed, the K2 installer will verify with online resources whether the version being installed is the latest version. Although the latest major version may be the version being installed, there may be an update which includes enhancements or fixes.



The next screen is the End User License Agreement. Please read through the agreement to understand the K2 smartforms license agreement. You can print this agreement for your records. Be sure to select the “I agree” option in order to proceed with the installation.



The next screen is the Installation Location screen and will only appear if the Setup Manager is unable to determine the install path automatically. The Installation Location text box will show the location where the K2 blackpearl application is installed. The default is under C:Program FilesK2 blackpearl, but you can browse to a new location if you wish.



The Select Components screen will display to allow you to select the various server and client components you wish to install. If you do not have a prerequisite installed, the component will show a “Check Dependencies” item. Cancel the installer and fix the prerequisite, then start the installer again. You can select the appropriate components by checking the box next to each component. For more details on supported architectures, refer to the K2 smartforms documentation.



Next on the K2 Server Database screen, select the SQL Server and database name where the K2 blackpearl Host Server database is installed, as well as the authentication type. You can test this connection by clicking on the Test button.



On the License Configuration screen, insert the License Key. Be sure to type in the information exactly. If you have not requested a key yet, you can click on the Key Request link to go out to portal.k2.com and register for a 30-day trial license for K2 smartforms. If you have purchased a license for K2 smartforms, go to the Customer and Partner portal and request your license key.


 

 

The K2 Designer Web Site configuration screen appears. This screen allows you to enter in the K2 smartforms Web Site. If you do not have a K2 smartforms Web Site created, you can type the name of a web site into the textbox and K2 will create it for you. This will be the design time site. The Bindings button will let you see the bindings in use and which is selected as the default.



The Application Pool screen allows you to use an existing application pool or to create a new application pool. The selected Application Pool account's Managed Pipeline mode must be set to Integrated and the .NET Framework version should be set to use .NET Framework 4.5 (displayed as .NET Framework v4.0.30319 in IIS). If an Application Pool is selected that's Managed Pipeline is set to Classic mode a warning message will be displayed to inform the user that K2 will change the mode to Integrated. However, if other applications are dependent on the same Application Pool K2 will not change the mode but will rather inform the user that a new Application Pool needs to be created. 



The SmartForms Runtime Site configuration screen appears. This screen allows you to enter in the SmartForms Runtime Site. If you do not have a SmartForms Runtime Site created, you can type the name of a web site into the textbox and K2 will create it for you. The Bindings button will let you see the bindings in use and which is selected as the default.



The Application Pool screen allows you to use an existing application pool or to create a new application pool. The selected Application Pool account's Managed Pipeline mode must be set to Integrated and the .NET Framework version should be set to use .NET Framework 4.5 (displayed as .NET Framework v4.0.30319 in IIS). If an Application Pool is selected that's Managed Pipeline is set to Classic mode a warning message will be displayed to inform the user that K2 will change the mode to Integrated. However, if other applications are dependent on the same Application Pool K2 will not change the mode but will rather inform the user that a new Application Pool needs to be created.



The next screen begins the configuration information for your K2 environment. Based on the components you selected, the screens may or may not appear. The Configuration Summary screen will list all of the information you entered in the K2 smartforms Setup Manager. Be sure to scroll through the information and make sure that everything is accurate. You can also print this information for your records, or copy the information to the clipboard to insert into a document. Once you’ve reviewed the information, click Next to continue.



If there are any necessary steps to complete before the installation can proceed, you will see the Additional Actions screen. This will list the actions that can be performed automatically by the setup manager, such as an IISReset. If there are any actions that need to be performed manually, they will also be listed here. Be sure to complete the action, then come back to the setup manager and refresh the list. Click Next for the actions to be performed and for the installation to proceed.

After clicking Next, the components will install. The progress bar will show you the status of each component, as well as the total progress. Installing may take a few minutes, depending on your environment.



Once all the components have been successfully installed, you will see a Configuration Status screen. The setup manager will now apply your settings to all of the K2 components. The progress bar will show you the status of each component, as well as the total progress. Configuring may take a few minutes, depending on your environment.




The Configuration Analysis screen is displayed once the Configuration Status screen has completed. The K2 Configuration Analysis Tool is an automated system analysis tool that will be available post installation if errors are detected. Owing to the complex nature of target environments and the large number of possible environments where a K2 smartforms installation may take place, the tool's primary role is to provide visual representation of the component that has encountered an error catering to most possible scenarios. This enables the individual performing the installation to troubleshoot the error at the time of installation.




Once the K2 smartforms setup has completed, you will see the Finished screen. There will be a link to the log file that was created, as well as information if any errors were encountered during configuration. Clicking Finish completes the installation process.




 

Important Note: The Launch the K2 for SharePoint Configuration Wizard check-box will only be available if SharePoint 2010 is installed and detected by the Setup Manager. The following steps will not be necessary if SharePoint 2013 is installed. For SharePoint 2013 information, see the documentation for the K2 for SharePoint 2013 App.

The K2 Setup Manager will automatically open the K2 for SharePoint Configuration wizard. This wizard assists in the installation and deployment of the K2 SharePoint solutions as well as the activation of K2 Features. The wizard will give you the option to configure SharePoint by stepping through the wizard or to manually install, deploy and activate solutions and features.

Note: The SharePoint Configuration wizard can be accessed after the installation through the Start> K2 blackpearl> K2 for SharePoint Configuration Wizard link. 



Selecting to use the K2 for SharePoint Configuration wizard option and selecting Next will initiate a prerequisite check. If the prerequisites are not met the status will display a red circle with a white cross. Manually rectify the issue and click the Refresh button. Once all the prerequisites are met the Next button will be available to continue the configuration. 



The next step in the configuration wizard installs the SharePoint Solutions on the current server. Click Next to start the installation process. Once all the solutions are installed the page will refresh showing the Status as Not Installed. 



Select Next to start the deployment of the solutions. The solutions are scheduled at predefined intervals for deployment. Each Solution’s status will update to Deployed once the deployment is complete. 

 

Note: The page will refresh showing all the solutions as deployed and will display the Next Step at the bottom of the page. Click next to complete the Post Deployment Configuration. 

 



Selecting the first option will open the Activate All K2 Features and K2 Configuration Settings page. On this page select the Site Collection from the drop down list and click OK.

Note: The Features are activated per Site Collection, so for multiple Site Collections this step will need to be repeated, selecting the relevant Site Collection from the drop down list. 



Once the K2 Features have been activated the K2 for SharePoint page will open allowing the management of Solutions and Features. This completes the installation of K2 smartforms. 





You have successfully installed and configured K2 smartforms. Now start designing your forms in the K2 Designer. To open the designer select Start> K2 blackpearl> K2 smartforms> K2 Designer. 



Once the K2 Designer has opened in the browser design SmartObjects, Views, Forms and Workflows.