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Overview

This guide provides instructions on how to manually install and configure the following ProcessMaker versions on a Windows platform:

ProcessMaker Version Platform Notes
ProcessMaker 3.0 - 3.1.0.8
ProcessMaker 3.1 - 3.1.3
ProcessMaker 3.2.x
Windows Server 2012 R2 Stack 210
ProcessMaker 3.2.2 - 3.2.3 Windows Server 2012 R2 Stack 215
ProcessMaker 3.3.0 Windows Server 2016 Stack 230
Stack 240

Before installing ProcessMaker, check the Installation Requirements of your version of ProcessMaker to see whether your server meets the necessary hardware and software requirements. Also, do not forget to read the following recommendations:

Recommendations

Configuration Steps

These are the general configuration settings for the supported stacks.

Step 1: Download ProcessMaker

Refer to one of the following sections for the ProcessMaker edition you intend to install:

Community Edition

Go to ProcessMaker's SourceForge page and download the most recent tarball of ProcessMaker, which should be named processmaker-X.X.X-community.tar.gz.

Alternatively, download the tar.gz file with wget.

wget 'https://sourceforge.net/projects/processmaker/files/ProcessMaker/3.x.x/processmaker-3.x.x-community.tar.gz'

Replace the "x" with the version you want to use.

Standard, Corporate or Enterprise Edition

It is not possible to obtain the Standar, Corporate or Enterprise edition until you but one of the Enterprise Subscription Plans.

After you complete the purchase process of your Enterprise Subscription Plan, you will receive an email that includes links where you can download the Enterprise edition and the corresponding license.

Step 2: Extract ProcessMaker

After the download has finished, follow these steps to extract the ProcessMaker install files:

  1. Create the folder where ProcessMaker will be installed. For example, create a folder named "opt" on the disk C:\.

  2. Open the archive with a file archiver shuch as 7zip. If using 7zip, open the tar.gz file and in the window that opens, click the Extract option.

  3. Select the ... button to display the Browser for Folder window, and then search for the specified folder. Select it and click OK.

    The location selected displays in the Copy to field. Click OK to begin the extraction process.

    The content of the tar.gz file is extracted to C:\opt.

  4. Once the process is completed, all ProcessMaker files will be located in the opt folder. Make note of this location.

Step 3: Apache Configuration

The next step is to add the ProcessMaker Virtual Host file to the Apache Virtual Host configuration. To do this, follow these steps:

  1. Copy the file C:\opt\processmaker\pmos.conf.example to C:\Apache24\conf\extra\ and rename it from pmos.conf.example to pmos.conf.

  2. Edit the file C:\Apache24\conf\httpd.conf and add the following line at the end of the file: Include conf/extra/pmos.conf

  3. Open pmos.conf that was copied to C:\Apache24\conf\extra\ and edit it to fit your Apache environment: #processmaker virtual host <VirtualHost your_ip_address > ServerName "your_processmaker_domain" DocumentRoot C:\opt\processmaker\workflow\public_html DirectoryIndex index.html index.php <Directory C:\opt\processmaker\workflow\public_html> Options Indexes FollowSymLinks MultiViews AddDefaultCharset UTF-8 AllowOverride All Require all granted ExpiresActive On <IfModule mod_rewrite.c> RewriteEngine On RewriteCond %{REQUEST_FILENAME} !-f RewriteRule ^.*/(.*)$ app.php [QSA,L,NC] </IfModule> ExpiresActive On #Deflate filter is optional. It reduces download size but adds slightly more CPU processing: AddOutputFilterByType DEFLATE text/html text/css text/plain text/xml text/x-component text/javascript application/x-javascript application/javascript application/json application/xml application/xhtml+xml application/x-font-ttf application/x-font-opentype application/x-font-truetype image/svg+xml image/x-icon image/vnd.microsoft.icon font/ttf font/eot font/otf font/opentype </Directory> </VirtualHost>

    The DEFLATE filter is optional. It reduces download size, but adds slightly more CPU processing. Save the changes.

In order to configure the pmos.conf file follows these steps:

  • Replace your_ip_address with the IP number or domain name of the server running ProcessMaker. If only planning on running and accessing ProcessMaker on your local machine, then use the IP address "127.0.0.1". To use ProcessMaker on a machine using a dynamic IP address (such as a machine whose IP address is assigned with DHCP), then use *, which represents any "IP address". To use a port other than the standard port 80, then it is necessary to also specify the port number.

  • Specify your DNS. If your DNS or C:\Windows\System32\drivers\etc\hosts has a defined domain for ProcessMaker, then use that domain for your_processmaker_domain. Otherwise, use the same IP address for your_processmaker_domain as was used for your_ip_address. For more information, see the Apache Virtual Hosts Documentation.

Example 1:

ProcessMaker is installed in the /opt/processmaker directory and is running on a server at the address 192.168.1.100:

#processmaker virtual host <VirtualHost 192.168.1.100> ServerName "192.168.1.100" DocumentRoot C:\opt\processmaker\workflow\public_html ...

Example 2:

ProcessMaker is installed in the /user/fred directory on your local machine at port 8080 with a dynamic IP assigned by DHCP:

Listen 8080 #processmaker virtual host <VirtualHost *:8080 > #don't include ServerName DocumentRoot C:\Users\fred\processmaker\workflow\public_html ...

Example 3:

ProcessMaker is installed in the /opt/pm3.3 directory at the IP address 123.45.67.89 and the domains www.example.com and any variant of X.example.com:

#processmaker virtual host <VirtualHost 123.45.67.89 > ServerName "www.example.com" ServerAlias "*.example.com" DocumentRoot C:\opt\pm3.3\processmaker\workflow\public_html ...

Note that www.example.com and *.example.com need to be defined in the server's DNS or C:\Windows\System32\drivers\etc\hosts file for this example to work correctly.

Step 4: Setting up ProcessMaker

After all ProcessMaker configurations are set up, open a web browser and enter the IP address (and port number if not using the default port 80) where ProcessMaker is installed. For instance, if ProcessMaker is installed at the address 192.168.10.100, go to http://192.168.10.100; or if it is installed locally at port 8080, go to http://127.0.0.1:8080.

Then, in the web browser, use the installation wizard to complete the ProcessMaker installation. The wizard should work on any type of computer that is capable of running Apache, PHP, and MySQL.

Pre-Installation Check

The first screen in the installation wizard checks whether the server meets ProcessMaker's installation requirements.

If you are installing a ProcessMaker version older than 3.3, the following Pre-installation check screen displays to indicate PHP 7.0 is not supported.

If you are installing ProcessMaker version 3.3, the following Pre-installation check screen displays to indicate PHP 7.2 is not supported.

This screen checks the versions of PHP, MySQL, and cURL to ensure that the necessary PHP modules are enabled and PHP memory_limit is at least 80MB. Requirements that are not met will be marked as No. Fix any missing requirements before continuing with the installation.

File Permissions

The second screen of the installation wizard lists the paths of the directories where ProcessMaker stores its files and checks whether those directories have the correct file permissions.

If there is a problem accessing some files or directories, check to make sure the file permissions of the directories are set, so the web server administrator user running ProcessMaker can access them, then click the Check again button to refresh the list.

It is possible to change the location of the shared directory, where files containing process and case data are stored. This directory is placed inside the ProcessMaker installation directory under shared by default, but it can be placed in another location or on a Network Address Translation (NAT) server. If the default location for the shared directory is not used, make sure that the chosen location has the proper file permissions so that it can be accessed by ProcessMaker, but is still restricted from normal users on the server who shouldn't have access to sensitive files. It is recommended to regularly back up the shared directory and MySQL files to prevent data loss.

When file permissions are properly set, click Next.

ProcessMaker Open Source License

The third screen of the installation wizard displays the ProcessMaker license.

Mark the option I agree and click on Next to continue the installation.

Database Configuration

The fourth screen of the installation wizard configures the connection to the MySQL database.

The Next button remains disabled until all database configuration fields contain values. Follow these steps to configure the MySQL database connection:

  1. Select the database engine that you are using, in this case, it would be MySQL.

  2. Enter the hostname in the Host Name field. If connecting to the local machine, use localhost.

  3. Enter the port which the database is going to use.

  4. Enter the root user’s username and password to the MySQL database in the User Name and Password fields, respectively.

  5. Click Test Connection to verify the connection to the database. If the ProcessMaker install wizard cannot connect to the MySQL database for any reason, an error message displays.

  6. After you have verified the connection, click Next.

Workspace Configuration

The last step of the installation wizard is to configure the username and password of the Administrator user, which are both "admin" by default.

The ProcessMaker workspace and its database can also be configured in this step.

Follow these steps to configure the workspace name and Administrator user:

  1. Enter the workspace name in the Workspace Name field, it only allows alphanumeric characters and no more than 29 characters long.

  2. Enter the name of the First user, by default, is “admin”, this user will have all the permissions.

  3. Provide the password for the admin user.


Important! The “admin” user will be able to access all the features and functionalities in the ProcessMaker installation, such as system configuration, process creation, and editing, user and group management, case management, and report and dashboard oversight, among others. Thus, it is strongly recommended to create a strong password for this account. Take a look at this list of password dos and don’ts. Also, consider using a strong password generator like this one.

Follow these steps to configure the workspace database:

  1. Provide a new name for the Workflow Database Name, by default is the same name as the workspace with a “wf_” at the beginning, to do this it is needed to check the Change database name option.

    If the database name already exists you can delete it and recreate the same but clean by checking the Delete database if it exists option.

    By default, the installation wizard creates a new MySQL user who is granted access to a new database named "wf_workflow" that will store ProcessMaker data. To use the existing MySQL user instead of creating a new user, mark the Use the current user as the database owner option.

  2. Click Check Workspace Configuration to verify the configuration settings are correct. One or more errors displays if there are settings that cannot be used If that is the case, the error will explain where the error is, the most communes are the following:

    a. Not passed: This warning displays when the database name already exists, it also displays this warning “WARNING: Database already exists, check “Delete Databases if exists” to overwrite the existing databases.

    b. Please enter a valid Workspace Name / Admin Username / Workflow Database Name: This warning displays when there is an invalid character or the name is too long and needs to be changed.

    c. The password confirmation is incorrect: This warning displays when the passwords provided are not the same.

  3. After you configure the workflow, click Check Workspace Configuration and if all correct click Finish.

    If there are no problems, the message "ProcessMaker was successfully installed" will be displayed.

    If there was a problem creating the database an error message will be displayed. In this case, check the configuration of MySQL and its my.cnf file.

    If there was a problem writing the ProcessMaker files, change the file permissions of the directories to give Apache access.

First Login

Once ProcessMaker has been successfully installed, the web browser will be redirected to the login page. The Welcome to ProcessMaker screen will appear:

To avoid seeing the Welcome to ProcessMaker screen on every subsequent login, mark the option Don't show me again.

Follow these steps to log into ProcessMaker:

  1. Enter the username and password of the Administrator user, which is "admin" by default.

  2. Select the language you prefer.

  3. Click on Login to enter ProcessMaker.

The workspace is automatically loaded.

The login page can be customized. For more information see Login Settings.

Note: If a previous version of ProcessMaker was accessed by the web browser unintentionally, it is recommended to clear the browser cache after installing ProcessMaker to clear any stored pages from previous versions of ProcessMaker.

Step 5: env.ini Configuration

Once ProcessMaker is installed, some additional parameters must be set in the main env.ini configuration file.
To do this, edit the env.ini file located at <install-directory>/processmaker/workflow/engine/config/env.ini with a plain text editor.

Add the following lines:

display_errors = Off memory_limit = 512M (the same value set in php.ini configuration step.)

Save changes and restart Apache.

Step 6: Change the db.php file

This file is located in <install-directory>\processmaker\shared\sites\workflow.

For more information about the location of this file in the different platforms click here.

This file redirects the browser to the database IP direction. Replace the HOST fields of this file to 127.0.0.1 (if it was installed locally) and not to localhost. Otherwise, redirect this file to the IP where the database is installed.

Errors During Installation

If an error occurs during the installation, check the installation log file:

<install-directory>/shared/log/install_log.log

File Locations

Depending on the errors found in the installation log file, check the following files:

The web server configuration file for Apache:

/Apache24/conf/httpd.conf

The ProcessMaker website configuration file for the web server with Apache:

/Apache24/conf/extra/pmos.conf

The PHP configuration file:

/php/php.ini

The MySQL configuration file:

/my.ini

The ProcessMaker configuration file where the components are installed:

<install-directory>/workflow/engine/config/paths_installed.php

The ProcessMaker configuration file for database connections:

<install-directory>/shared/sites/workflow/db.php

The ProcessMaker redirection to the login screen:

<install-directory>/processmaker/workflow/public_html/index.html

If the following error appears at the login screen:

This error indicates that the installer was unable to access the MySQL databases to install the translations. Make sure that the MySQL port (which is 3306 by default) isn't blocked by a firewall and MySQL is configured to accept connections from the server running ProcessMaker.

Apache Possible Configuration Issues

Refer to the following sections that pertain to possible Apache configuration issues:

Setting Apache as a Service

If Apache is not already running as a service, then configure it to automatically start as a service when booting up:

systemctl enable httpd.service

No ServerName Warning

If a warning message similar to the one below appears when restarting Apache:

httpd: Could not reliably determine the server's fully qualified domain name, using 127.0.1.1 for ServerName

Then, the ServerName needs to be set for Apache. Edit the httpd.conf file and add the line:

ServerName ip-address

For instance, if running ProcessMaker from a local machine, then:

ServerName 127.0.0.1

Non-Standard Port

If running ProcessMaker on a port other than the default port 80, add the following line to the httpd.conf file:

Listen ip-address:port

For instance, if running ProcessMaker from a local machine at port 8080:

Listen 127.0.0.1:8080

Or simply:

Listen 8080

Note: If Apache is using the default port 80, then configure other programs to not use port 80. Check whether a program is currently listening on port 80 with the command:
netstat -tanp

MySQL Possible Configuration Issues

Refer to the following sections regarding possible MySQL configuration issues:

Setting the root Password

If MySQL doesn't have a root password, set one for better security:

mysqladmin -u root password PASSWORD

If you have forgotten the root password, see these instructions to reset it.

Starting as a Service

When logging into MySQL, if the following error message appears:

ERROR 2002 (HY000): Can't connect to local MySQL server through socket '/var/run/mysqld/mysqld.sock' (2)

Then MySQL needs to be started as a service:

service mysqld start

If MySQL was installed from its RHEL/CentOS package, it should automatically start as a service if the server reboots. If not, then use chkconfig to add it as a service:

chkconfig --levels 345 mysqld on

Disabling MySQL STRICT Mode

MySQL can not use STRICT mode with ProcessMaker. If STRICT mode is enabled, then the following error message will appear when trying to login to ProcessMaker for the first time:

ERROR: User does not have rights on this page.

To check if MySQL is configured to use strict mode, open the file my.cnf with a plain text editor and look for the following line:

sql_mode=NO_ENGINE_SUBSTITUTION,STRICT_TRANS_TABLES
To disable STRICT mode, change it to:
sql_mode=""

Note: Search for a line that contains STRICT_ALL_TABLES mode, and then disable it. In general remove all the lines with STRICT_TRANS_TABLES, STRICT_ALL_TABLES, and other SQL modes that may be valid in the specific MySQL configuration because they enable the STRICT mode.

Then, restart MySQL or reboot for the new configuration to take effect. If ProcessMaker has already been installed, then you will need to delete the existing wf_workflow database in MySQL and reinstall. To do this first log in to MySQL as the root user from the command line: cd C:\MySQL installation directory\mysql\bin mysql -u root -p

Enter the root password for MySQL. Once in MySQL, drop the wf_workflow database (or whatever name it was given during installation). mysql> drop database wf_workflow; Query OK, 0 rows affected (0.59 sec) mysql> exit Bye

Then, redirect your web browser to your server's location and follow the steps to reinstall ProcessMaker.

MySQL Password with Special Characters

The following error is displayed during the ProcessMaker installation when the MySQL password contains a character that is not a letter or a number, like @ # $ % ^ ( /.

Warning: array_pop() expects parameter 1 to be array, boolean given in /srv/processmaker/processmaker/gulliver/thirdparty/creole/Creole.php on line 314

Please change/reset your MySQL password and try to install ProcessMaker again. This is a known issue that will be fixed in ProcessMaker 3.2.

Disabling ONLY_FULL_GROUP_BY mode

Warning: MySQL 5.7.XX is not officially supported by ProcessMaker.

ProcessMaker does not support ONLY_FULL_GROUP_BY mode, which is enabled by default in MySQL 5.7.5 and later. For instructions, see Disabling ONLY_FULL_GROUP_BY mode.