Configure Workflow Anywhere

Configure IIS

To use Workflow Anywhere outside of the network where Sage 300 is installed, you need to open a port and configure the firewall.

You can configure an alias such as workflow.samplecompany.com

Configure HTTPS

Workflow Anywhere supports HTTPS to secure communication between the Workflow Anywhere program and the web service by encrypting the data transferred on the network. If you use Workflow Anywhere to access the web service through the internet (as opposed to within an intranet or connecting to the office network through Virtual Private Network), you should enable HTTPS.

There are a few extra installation steps to enable HTTPS support on the web server. You also need to purchase a digital certificate from 3rd party certificate vendors.

  • Create a certificate request in IIS

  • Purchase a server (SSL) certificate from a 3rd party vendor

  • Install the certificate in IIS

The exact steps depend on the type of certificate you are using and how you configure IIS. Your IT Support team can assist.

The steps below describe how to generate a private key and install a SSL certificate on the server.

Create a certificate request in IIS

  • On the server, run Internet Information Services (IIS) Manager.
  • Select Server Certificates on the home page.
  • On the Actions list on the right, select Create Certificate Request…
  • Supply details of the web server and company on the Create Certificate screen.

Purchase a certificate from a 3rd party vendors

You can obtain a server (SSL) certificate through one of the certificate issuers. The cost and exact steps depend on the vendor selected.

Install the certificate on the web server

Once the certificate is issued, you can install it on the web server.

  • Run IIS Manager on the web server.

  • On the home page, select Server Certificates.

  • In the Actions list on the right side, select Complete Certificate Request…

  • Provide the file obtained from the certificate issuer, and give a friendly name to identify the certificate. Make sure you select Web Hosting as the certificate store.

  • Select OK to install the certificate on the server.

Enable HTTPS on the default website

Once a certificate is installed on the web server, you need to enable HTTPS for the web site.

  • In IIS Manager, select Default Web Site.

  • On the Actions list on the right, select Bindings…

Click Add…

  • Select https as the type. The port number will default to 443.

  • In the SSL certificate list, select the friendly name of the certificate installed on the server.

  • Click OK.

The server can now accept HTTPS connections.