K2 blackpearl: Simple Single-server Installation

This section describes the installation of K2 blackpearl in its simplest form: on a single machine with all server and client components included. See the Plan: Supported Topologies section for details on installation scenarios and an overview of the components in an install.

After you have installed all the prerequisites and created the service accounts, you are ready to install.

Installation steps

When the installation is started, the Setup Manager runs through the following steps:

1. Launch the K2 Setup Manager.
2. On the Welcome page, click Next.
3. On the Checking for Latest Version page, the installation will verify the version, click Next.
4. On the End User License Agreement page, read through the EULA. You must select the I agree to the terms and conditions of the license option before you can continue with the installation. You can print out the EULA for your records. Once you have read the EULA, click Next.
5. The Installation Type page allows you to select either a Simple install or a Custom install. For this installation type, select Simple Installation > Full installation.
   
6. On the License Configuration page, provide K2 licensing information.
7. Once the license has been entered, configure the K2 Workspace web site
8. Configure the optional CRM server integration.
9. On the Database Configuration page, provide the details for the K2 Database
10. The Exchange Server Configuration page is used to configure the Exchange Server if one is being used in the environment that K2 is being installed to.
11. If Exchange is being used, integration is configured on the Exchange Integration page.
12. On the SmartActions Configuration page, SmartActions are enabled by default and are set up.
    
    The SMTP Settings page is displayed after SmartActions setup if the Use Exchange for mail integration option was not selected on the Exchange Server Configuration page.
13. On the Configuration Summary page, validate the settings. You can go back to make any necessary changes, and you can print this page for reference later or copy it to the Clipboard. Once you are satisfied with your settings, click Next.
14. The Additional Actions page shows you actions the Setup Manager will perform as part of the installation. Click Next to continue.
15. The Setup Manager will update and show you the progress of the components on the Installing Components page as it installs the software, followed by the Configuration Status page which shows the progress of the configuration of installed components.
16. Once the installation is done, the Configuration Analysis tool will be available to help troubleshoot any errors detected during the installation.
17. When the installation has completed, you will see a Finished page. There will also be a link to the created configuration log file.

Considerations

• Before the installation is started, you must decide if the trace logging feature should be enabled. See the topic Installer Log Files for more information.
• If SharePoint 2010 is detected by the Setup Manager, the Finished page of the Setup Manager provides the option of starting the SharePoint 2010 Configuration, see the topic SharePoint Configuration in the installation Post common tasks section of this help file.