Overview

The user-friendly Windows Installer for ProcessMaker 2.5 automatically installs Apache 2.2.23, MySQL 5.1.50, PHP 5.3.13 and phpMyAdmin 3.3.7 and configures them to function with ProcessMaker. Note that Apache 2.2.23 contains the patch to resist DOS attacks. After installation, see Additional Server Configuration.

Description

The ProcessMaker Windows Installer based on InstallJammer is designed to automatically install ProcessMaker without asking the user for confusing information such as port numbers for Apache and MySQL and passwords for MySQL and phpMyAdmin. The Windows Installer is designed for quick installations to be used on the local machine. To install ProcessMaker to be used over a local network or on the internet or to configure port numbers and passwords used by Apache, MySQL and phpMyAdmin, either do a manual install of ProcessMaker or reconfigure ProcessMaker after using the automatic installer.

The Installer can be used on a machine which already has an existing installation of Apache, PHP, MySQL and/or phpMyAdmin, but it will not use them. Instead, it installs new versions of Apache, MySQL, PHP and phpMyAdmin all under a unified directory (such as c:\Program Files\ProcessMaker-2_X_X or c:\Users\USERNAME\AppData\Roaming\ProcessMaker-2_X_X), which shouldn't interfere with existing installations of these programs, but the new programs will have to be run off different port numbers. For example, if existing installations of Apache and MySQL are already using the default ports 80 and 3306, then the ProcessMaker Windows Installer will use port 8080 or higher for Apache and port 3307 or higher for MySQL. To make ProcessMaker use the default ports, either uninstall the existing programs before running the ProcessMaker Windows Installer, or do a manual install to configure ProcessMaker to use an existing WAMP stack.

Recommendations

  • It is strongly recommended NOT to use the automatic installation on Production servers. Instead use a manual installation.
  • Due to an issue with php-setcookie and Internet Explorer, it is recommended to synchronize times between the server and client computers if using Internet Explorer. If the server and the computers running Internet Explorer are not set to the same time, it may not be possible to login to ProcessMaker.

Requirements

  • Windows XP or later (32bit or 64bit)
Note: The Windows XP installer does not support the Enterprise Edition plugin, so a more recent version of Windows is recommended.

All the dependencies needed to run ProcessMaker are bundled in the easy-to-install WAMP (Windows/Apache/MySQL/PHP) Installer.

Note 1: If VMWare is installed on your computer, it is recommended to disable the VMWare Network Connection during the ProcessMaker Installation. See Disabling VMWare Network Connections.

Note 2: If any programs (such as Skype) use port 80, either reconfigure the program to use a different port or leave it running on during the ProcessMaker installation, so that the ProcessMaker installer will choose a different port. Find out which ports are being used with the DOS command: netstat -anb

Note 3: 32 bit versions of Apache, PHP and MySQL will be installed, which should work in both 32 and 64 bit versions of Windows. If you want to use 64 bit versions, then do a manual install.

Installation

Download ProcessMaker-2.X.X-Setup.exe from http://sourceforge.net/projects/processmaker/files. ProcessMaker versions are labeled according to the pattern MAJOR.MINOR.REVISION, such as 2.5.1, where 2 is the major version, 5 is the minor version and 1 is the revision number. It is recommended to download the most recent version of ProcessMaker under the 2.5 folder.

After downloading the installer, double click it to begin the installation. First, select which language to use in the installation wizard.

After selecting either English, Spanish or Brazilian Portuguese, click OK.

Click on Next to begin the installation of ProcessMaker.

Mark the option to accept the GNU Affero General Public License version 3 license used by ProcessMaker and then click on Next.

Windows XP and Server 2003
By default ProcessMaker will be installed in the %ProgramFiles%\ProcessMaker-2_X_X directory in Windows XP and Server 2003, which on English systems is generally located at C:\Program Files\ProcessMaker-2_X_X If installing ProcessMaker as a user without Administrator privileges, then select an installation folder where the user has file permissions (such as C:\Documents and Settings\USERNAME).

Windows Vista, 7, 8 and Server 2008
New security restrictions in Windows Vista/7/8/Server 2008 don't allow a program running on Apache to write to system files, so ProcessMaker can not be installed in the %ProgramFiles% directory. By default, ProcessMaker will be installed in the user's directory at C:\Users\USERNAME\AppData\Roaming\ProcessMaker-2_X_X

To install in a different location, click on the Browse button and select a directory where Apache, MySQL, PHP, ProcessMaker and phpMyAdmin will be installed.

To install in a new directory, click on Make New Folder to create a folder and give it a name, such as ProcessMaker.

Next, decide whether to select the option for Enable heartbeat. The "Heartbeat" is used to collect anonymous statistics every seven days about the number of workspaces, users and processes being used. This information is collected to help the ProcessMaker developers identify usage patterns and help improve the application in the future. If you do not want this information to be sent to the ProcessMaker developers, do NOT select this option.

Then, click on Next to continue with the installation wizard.

Check the settings for the installation, which are displayed in the dialog box.

Apache will be automatically configured to use an available port. If the default port 80 is already in use, then it will select port 8080. If that port is also in use, it will continue trying successive ports (8081, 8082, 8083, etc) until it finds a free one. Make sure that all Windows services are turned on when running the ProcessMaker installer, so that the installer will know which ports are being used by other services.

If Apache is running on a port other than the default port 80, make sure to write down the port number, since that port number will be part of the web address to login to ProcessMaker.

MySQL will also be automatically configured to use an available port. If the default port 3306 is already in use, then it will select port 3307. If that port is also in use, it will continue trying successive ports (3308, 3309, 3310, etc) until it finds a free one.

Note that the "root" user in MySQL will be installed with a blank password, since this Installer is only meant for trial purposes where ProcessMaker is run on a local machine. If installing on a network or planning to use ProcessMaker in production, then it is strongly recommended to set a root password for MySQL after installing ProcessMaker. Then, reconfigure ProcessMaker to use that new root password.

If these settings are acceptable, then click on Next to begin the installation.

Please wait while the WAMP stack and ProcessMaker are installed.

When the installation has successfully completed, a dialog box will appear, with the following options:

  • View Readme: Check this option to see the "Readme" file for ProcessMaker.
  • Launch ProcessMaker: Check this option to open ProcessMaker in the default "workflow" workspace, which is an empty workspace where new processes can be designed.

Click on Finish to complete the installation process. If the Launch ProcessMaker option is checked, then the default web browser will open and redirect to the ProcessMaker login screen:

To login for the first time, enter:

  • User: admin
  • Password: admin
  • Language: English

Important! The “admin” user will be able to access to all the features and functionality in your ProcessMaker installation, such as: system configuration, processes creation and editing, user and group management, case management, and report and dashboard oversight among others. Thus, it is strongly recommended you take care to configure a difficult-to-guess password for this account. Take a look at this list of password dos and don’ts. You may also consider using a strong password generator like this one.

If your default web browser is not compatible with ProcessMaker, then open a compatible web browser and manually enter the login URL. To login in the future, in the main Windows menu, go to Start > All Programs > ProcessMaker 2.X.X > ProcessMaker to open the default web browser and direct to the ProcessMaker login screen. For more information, see Login.

Warning: It is a good idea to reset the administrator's password to something more secure and set the MySQL root password for greater security before using ProcessMaker in production.

Manually Entering the Login URL

To go directly to the login screen, open a compatible web browser and in the address box enter the URL:
http://localhost
If the installer configured Apache to use a different port that the default port 80, then enter:
http://localhost:
For example:
http://localhost:8080

The web browser should then redirect to the login screen at:
http://localhost/sys/en/neoclassic/login/login

To login for the first time, enter:

  • User: admin
  • Password: admin
  • Workspace: workflow
  • Language: English

Additional Configuration

After installing ProcessMaker, it is recommended to set the MySQL root password for greater security. It is also recommended to login to ProcessMaker as the "admin" user and go to ADMIN > System and set the time zone and other ProcessMaker settings.

Additional aspects of ProcessMaker may need to be configured. See Additional Server Configuration and the Configuration section of the wiki. Most installations of ProcessMaker need to configure the following:

Configuring Email

If planning on sending out email notifications or enabling users to recover forgotten passwords, then see Email - Settings to configure ProcessMaker to use an email server.

Execution of cron.php

If planning on using email notifications, events or the case scheduler, then the server running ProcessMaker has to be configured to periodically execute the cron.php file. See Executing cron.php.

Errors during Installation

If an error occurs during the installation, check the installation log file:
\processmaker\shared\log\install_log.log
In Windows XP/Server 2003, it will generally be found at:
C:\Program Files\ProcessMaker-2_X_X\processmaker\shared\log\install_log.log
In Windows Vista/7/Server 2008, it will generally be found at:
C:\Users\USERNAME\AppData\Roaming\ProcessMaker-2_X_X\processmaker\shared\log\install_log.log

Depending on the errors found in the installation log file, check the following files:
The Apache configuration file:
\apache\conf\httpd.conf
(This file should have an Include statement to pointing to the pmos.conf file.)
The ProcessMaker web site configuration file for Apache:
\apache\conf\pmos.conf
The PHP configuration file:
\php\php.ini
The MySQL configuration file:
\mysql\my.ini
The ProcessMaker configuration file where components are installed:
\processmaker\workflow\engine\config\paths_installed.php
The ProcessMaker configuration file for database connections:
\processmaker\shared\sites\workflow\db.php
The ProcessMaker redirection to login screen:
\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. Try uninstalling ProcessMaker and then reinstalling it. If that doesn't work, then ask for help on the forum.

Uninstalling ProcessMaker

To uninstall ProcessMaker, in the Windows menu, go to Start > All Programs > ProcessMaker 2.X.X > Uninstall ProcessMaker 2.X.X

A message will appear to confirm that ProcessMaker should be uninstalled.

To uninstall ProcessMaker and the WAMP stack it runs on, click Yes.

Wait until ProcessMaker finishes uninstalling.

Click on OK.

Disabling VMWare Network Connections

During the installation it is recommended to disable VMWare Network Connections, because they can produce a conflict.

  • Open the Panel Control --> Network Connections
  • Disable every Connection that is not related with your LAN Ethernet Adapter. Right click on the connection icon and choose the option "Disable" from the pop-up menu
  • After that execute the ProcessMaker installer.
  • Once the installation has finished, the network adapters can be enabled again:
    Open the Panel Control.
    Then, open Network Connections.
    Right click on the connection icon and choose the option Enable from the pop-up menu.

Setting the MySQL root password

For additional security, it is recommended to set the MySQL root password after installing ProcessMaker.

To set this password, first open a DOS terminal, by going to Start > All Programs > Accessories > Command Prompt. Then use the cd command to navigate to the \mysql\bin directory. For example:

cd C:\Users\Administrator\AppData\Roaming\ProcessMaker-2_5_2\mysql\bin

Then, login to MySQL as the root user:

mysql -u root

Once inside MySQL, set a new root password:

UPDATE mysql.user SET Password=PASSWORD('MyNewPassword') WHERE User='root';
FLUSH PRIVILEGES;
QUIT;

Then, switch to the web browser and login to ProcessMaker as the "admin" user and go to ADMIN > Cases List Cache Builder. Click on Setup MySQL Root Password to expand the section and fill in the following values:

Host: localhost
User: root
Password: MyNewPassword

If the web browser isn't running on the same machine where ProcessMaker was installed, then change localhost to the IP address or domain name where ProcessMaker is installed.

Then click on Setup Password and ProcessMaker should be reconfigured to use the new MySQL root password.

Examining the ProcessMaker Databases

ProcessMaker uses 3 databases in MySQL for each workspace. The databases can be easily examined using phpMyAdmin, a graphical, web-based tool. To see the databases used by ProcessMaker, enter the following URL in the address bar of a web browser:
http://IP-ADDRESS/phpmyadmin

For more information, see Consulting the ProcessMaker databases.

Note that if the MySQL root password hasn't been set, then phpMyAdmin will enter MySQL as the "root" user without requesting a password.