Nintex Workflow Guidelines from scratch

Installing Nintex Workflow 2013
Run the Installer

  • Login to the server as a SharePoint administrator with sufficient privileges to deploy solutions and features. Double click the installer file (exe) and click “Next”.
  • Read the End-User License Agreement. You must select “I Agree” for the installation to proceed. Click “Next”.
  • Select whether you want to install Nintex Live. This will install the Nintex Live Framework and certificates required to enable connectivity to Nintex Live.
  • Choose whether you want to add the solution to SharePoint now (recommended) or export it for manual deployment later using SharePoint PowerShell. Click “Next”.
  • The installer will inform you it is ready to proceed. Click “Next”.
  • Click the “Close” button. SharePoint Central Administration will have loaded in the background.

Deploy the Solution Package

  • Navigate to “Central Administration” and click on “System Settings”.
  • Click on “Manage farm solutions” in the “Farm Management” section. The solution “nintexworkflow2013.wsp” should be visible.
  • You will also see two additional solutions:
  • “nintexworkflow2013backwardscompatibilityui.wsp” you should only deploy this if you intend to perform a database attach upgrade from SharePoint 2010
  • “nintexworkflow2013enterprisefeatures.wsp” you should only deploy this if you have been licensed for the Enterprise version.
  • Click the “nintexworkflow2013.wsp” link and then click “Deploy Solution” in the toolbar.
  • Select Web application where Nintex Workflow has to be deployed and Click “OK”.
  • ¬†After a short interval, you will be returned to the “Solutions Management” page. Nintex Workflow 2013.wsp should now appear as “Deployed”.

Importing the License
For full product functionality you must have a license file issued by Nintex. The license can be either a full production license or an evaluation license (http://www.nintex.com/en-US/Products/Pages/TrialDownload.aspx?v=NWF.2013). The license file will need to be imported into SharePoint Central Administration.

  • Navigate to “Central Administration” and select “Nintex Workflow Management”. Click “Licensing”.
  • Click the “Import” button.
  • Click “Browse” to locate your license file. Once it has been located, click “Import”.
  • The Licensing information will then be displayed. Click “OK”.

You can now proceed to configure databases for Nintex Workflow 2013.

Database Configuration
Configuring the Database

  • Navigate to “Nintex Workflow Management” and click “Database setup”.
  • Click the “Create” button in “Configuration Database”.
  • Enter the name of your database server and a database name.
  • Click “OK”.
  • Configure Nintex Workflow 2013 Server Settings
  • Web Application Activation
  • Navigate to “Central Administration” and select “Nintex Workflow Management”. Click on “Web Application Activation”.
  • The default web application name should be automatically chosen. Click “Activate”.

Enable Nintex Workflow 2013 Workflow Actions

  • Navigate to “Central Administration” and select “Nintex Workflow Management”. Click “Manage allowed actions”.
  • Check the boxes of the actions you want to appear in the Workflow Designer and then click “OK”
  • Activate Features
  • Site Collection Activation
  • Navigate to your Top Site level home page. Click the Gear icon and then select “Site Settings”.
  • Click “Site collection features” in the “Site Collection Administration” section.
  • Navigate to “Nintex Workflow 2013” and click “Activate”.
  • After a short delay, the page will refresh and the status will become “Active”.

Site Activation

  • Navigate to a Top Site level home page. Click on the Gear icon and then select “Site Settings”.
  • Click “Manage site features” in the “Site Actions” section.
  • Locate “Nintex Workflow 2013” and click “Activate”.
  • After a short delay, the page will refresh and the status will become “Active”.