Setting up Project Server 2013 Demand Management Workflow

I have seen a few posts, and had a recent experience of working with a hosting partner with the setup of Workflow for Project Server 2013. It is quite tricky if you have not done it before, so I thought I would share the general steps to follow. These will not suit every scenario, but hopefully provide some steer!

# Internet Access (for download.microsoft.com and go.microsoft.com) is required for the Workflow Manager installation

# A reboot during these steps maybe required

  1. Setup a domain account called ‘User Profile App Pool’
  2. Setup a domain account called ‘User Profile Sync’ with the ‘Replicating Directory Changes’ AD Permission. More information here: http://technet.microsoft.com/en-us/library/hh296982
  3. Download and install Workflow Manager 1.0 from http://go.microsoft.com/fwlink/?LinkID=252092
  4. Using the configuration wizard, go for the custom option
  5. Rename the databases if required, using the test connection for each section as needed
  6. Complete the service account details with the Farm Admin account information
  7. Enter the Certificate Generation Key as required – normally use the Farm Admin password
  8. Select the ‘Allow Workflow management over HTTP on this computer’ option
  9. Click Next
  10. Rename the databases if required, using the test connection for each section as needed
  11. Use the same credentials for the service account by selecting the box
  12. Use the same certificate generation key by selecting the box
  13. Click Next
  14. Export the summary details by clicking ‘Get PowerShell Commands’ and saving as a .PS1 file – this is for future reference
  15. Click Apply when ready
  16. REBOOT
  17. Edit and Run this command in SharePoint PowerShell: Register-SPWorkflowService –SPSite “http://ROOTURL/PWA” –WorkflowHostUri “http://SERVERNAME:12291” –AllowOAuthHttp
  18. Check the ‘Workflow Manager Backend’ service is started and automatic
  19. Check the ‘Windows Fabric Host Service’ is started and automatic
  20. In Central Administration, start the App Management Service
  21. Go to the “Managed Service Apps” section, and add a ‘App Management Shared Service’ app. Workflows will not publish in SharePoint Designer without this
  22. Start User Profile Service
  23. Create a ‘User Profile Service Application’ Managed App using the ‘User Profile App Pool’ account created in step 1, via the ‘Managed Service Apps’ section
  24. Start User Profile Sync Service and wait for it to start
  25. Select the User Profile Service App created in step 23 in ‘Managed Service Apps’, and select the ‘Configure Synchronization Connections’ option
  26. Click ‘Create New Connection’
  27. Populate the ‘Connection Name’ and ‘Forest Name’ fields
  28. For the ‘Type’ dropdown, leave the default of ‘Active Directory
  29. For the ‘Authentication Provider Type’ leave the default of ‘Windows Authentication’
  30. The ‘Account Name’ box needs to be populated with the ‘User Profile Sync’ account created in step 2, that has the ‘Replicating Directory Changes’ AD permission
  31. Click ‘Populate Containers’ and locate the ‘Project Server Users’ AD Group (assuming it exists, if not  then select the individual AD users). Also select the Farm Admin account
  32. When the connection is created, refer back to the ‘User Profile Service’ managed service application
  33. Click ‘Start Profile Synchronization’
  34. Select ‘Start Full Synchronization’ and then click ‘OK’
  35. Keep an eye on the ‘Number of User Profiles’ value, this should obviously go up to the number of users selected + the farm admin account.
  36. REBOOT

From here you should be able to use SharePoint Designer 2013 to build a workflow – the SharePoint 2013 – Project Server platform should be available for selection and then the workflow if built correctly, should publish successfully for testing on an EPT in PWA.

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