IT Settings

Important Please review the Installation Process section of the documentation to see an overview of the steps required to properly install Process Director.

In addition to the above installation procedures, the following is necessary to complete the Process Director installation. You must be on the local server to perform the following actions.

  1. Navigate to the Admin DB Connection section of Process Director by typing the following in your browser: http://localhost/admin/first.aspx. This is the Database Settings tab located under the Installation Settings.
  2. Configure the following properties as part of the installation:
    1. The DB connect string – test and verify schema
    2. The installation properties, Interface URL, mail host. See Configuration Settings for more information

You must make a positive connection to the database to have the Process Director automatically create/update the database tables. If you are using SQL Server on a remote host, or you are using Oracle, then you must run Test and Verify schema buttons.

Licensing

In addition, you must activate your Process Director license prior to using the software. Please see the System Administration Guide's Licensing topic for instruction on how to license the software.