Configure Workflow Manager Server with an ArcGIS Enterprise portal

Available with Workflow Manager license.

After you have installed ArcGIS Workflow Manager Server, configure the site with an ArcGIS Enterprise portal.

If you installed Workflow Manager Server on its own machine, ensure that you have created a server site, registered it with ArcGIS Web Adaptor, and federated the server site with the Enterprise portal. If you installed Workflow Manager Server on the hosting server machine, these steps are already completed, and you can skip to designating the portal's workflow server.

Federate a Workflow Manager Server with Portal

You must federate the ArcGIS Server machine on which Workflow Manager Server is installed so that it can authenticate Enterprise portal members and allow them to access Workflow Manager.

Note:

If you installed Workflow Manager Server on its own machine, you'll need to ensure a federated ArcGIS GIS Server site on a different machine is designated as the portal's hosting server. Ensure that the hosting server and portal are running the same version of software as Workflow Manager.

When you federate a server with your portal, the portal's security store controls access to the server. Access to the Workflow Manager web app is determined by portal members, roles, and sharing permissions.

Complete these steps to federate the ArcGIS Server machine on which Workflow Manager Server is installed with a portal:

1. If you're federating an ArcGIS Server machine that uses a wildcard or a domain-signed security certificate, import the root certificate to your portal before federating.

   The portal cannot validate the certificate CNAME or publish services without the root certificate.

   Note:

   Workflow Manager Server requires a valid Subject Alternative Name (SAN) in your certificates.

2. Sign in to the Portal for ArcGIS website as an administrator and go to Organization > Settings > Servers.

   You must connect to the Enterprise portal through the ArcGIS Web Adaptor URL (such as https://webadaptorhost.domain.com/webadaptorname/home). Do not use the internal URL on port 7443.

3. Click Add Server.
4. Provide the following information:
   • Services URL—The URL used by external users when accessing the ArcGIS Services Directory.

     If the site includes ArcGIS Web Adaptor, the URL includes the Web Adaptor address, for example, http://webadaptorhost.domain.com/webadaptorname. If you've added ArcGIS Server to your organization's reverse proxy server, the URL is the reverse proxy server address (for example, http://reverseproxy.domain.com/myorg). If your organization requires HTTPS for all communication, use https instead of http.

     Note:

     The federation operation performs a validation check to determine whether the provided Services URL is accessible from the server site. If the resulting validation check fails, a warning is generated in the Portal for ArcGIS logs. However, federation doesn't fail if the Services URL is not validated, as the URL may not be accessible from the server site, for example, when the server site is behind a firewall.

   • Administration URL—The URL used for accessing the ArcGIS Server site on which Workflow Manager Server is installed when performing administrative operations on the internal network, for example, https://webadaptorhost.domain.com:6443/arcgis.
   • Username—The name of the primary site administrator account provided when installing Workflow Manager Server.
   • Password—The password of the primary site administrator account provided when installing Workflow Manager Server.
5. Click Add.
6. Click Save to save the federated server settings.
7. Restart the Workflow Manager Server service using Windows Services manager.

Designate the portal's workflow server

Once the ArcGIS Server machine on which Workflow Manager Server is installed has been federated, designate it as the workflow server for the portal. This allows portal members to access Workflow Manager Server through the Workflow Manager web app.

1. Sign in to the ArcGIS Enterprise portal as an administrator of your organization.
2. Click the Organization tab.
3. Click the Settings tab.
4. Click Servers.
5. On the Servers page, locate the ArcGIS Server site on which Workflow Manager Server is installed, click Options (...), and click Configure server role.
6. Click the Workflow Manager Server toggle button to enable the server role.
7. Click Save.
8. Restart the Workflow Manager Server service using Windows Services manager.

Set the server function for ArcGIS Enterprise on Kubernetes

If the ArcGIS Server machine on which Workflow Manager Server is installed was federated with ArcGIS Enterprise on Kubernetes, the server function must be set using the ArcGIS Enterprise Administrator API.

Complete the following steps to set the server function for Workflow Manager Server:

1. Open a web browser and sign in to the ArcGIS Enterprise Administrator API as an administrator of your organization.

   The URL is formatted as https://organization.example.com/<context>/admin.

2. Click Organizations > Your organization ID > Federation > Servers > Your server ID > Update.
3. Choose Federated Server from the Server role drop-down menu.
4. Type WorkflowManager in the Server function text box.
5. Choose HTML from the Format drop-down menu.
6. Click Update Server.
7. Restart the Workflow Manager Server service using Windows Services manager.

The Workflow Manager Server is now federated with ArcGIS Enterprise on Kubernetes and can be used in your organization.