Contact us

Installing Virto Workflow Automation Web Part

Before you begin, make sure you have access to the SharePoint server and that your account has the administrative privileges required to install applications.

Virto Workflow Automation—combining Virto SharePoint Workflow Activities, Virto Workflow Status Monitor, and Virto Workflow Scheduler—can be downloaded as a single package from [link].

Unzip the downloaded file (for example, VirtoSharePoint.SE.WorkflowAutomation.6.1.5.1.zip).

Unzipped Virto Workflow Automation download package showing the installation files in Windows Explorer

It contains two folders—one for License Manager and one for Workflow Automation. Open the Workflow Automation folder and run Setup.exe.

Workflow Automation folder with Setup.exe ready to launch the Virto installer

The setup wizard will open.

Welcome screen of the Virto Workflow Automation setup wizard

The Virto Workflow Automation setup wizard runs a pre-installation system check. All checks must pass before you can continue. When the checks finish, click “Next”.

Pre-installation system check step of the Virto Workflow Automation setup wizard with all checks passed

Review the license agreement, select “I accept the terms in the License Agreement”, then click “Next”.

License agreement step of the Virto Workflow Automation setup wizard with the accept terms option selected

Select the web application(s) where you want to install the product.

Warning: To enable automatic feature activation, you must be signed in on the SharePoint server with a Site Collection Administrator account.

Setup wizard step for selecting the SharePoint web applications where Virto Workflow Automation will be installed

Then click “Next”.

Next button on the Virto Workflow Automation setup wizard to begin deployment

Wait for the installation to complete, then click “Close”.

Installation complete screen of the Virto Workflow Automation setup wizard with the Close button

Now, run “SharePoint Central Administration“.

Launching SharePoint Central Administration after installing Virto Workflow Automation

Check the installed apps by going to “VirtoSoftware products”.

VirtoSoftware products section in SharePoint Central Administration listing the installed apps

Click the app you want to activate—in this example, Virto Workflow Automation.

Selecting Virto Workflow Automation from the VirtoSoftware products list to activate the license

Enter the license serial number.

Entering the license serial number to activate Virto Workflow Automation in Central Administration

Now go to “System Settings” → “Manage farm solutions” to verify the apps/solutions show a status of “Deployed”.

Manage farm solutions page in System Settings showing the Virto solutions with a Deployed status

Confirm the features are active. On the target site, go to “Site contents” → “Site settings”.

Navigating from Site contents to Site settings on the target SharePoint site to confirm active features

Open “Manage site features” and “Site collection features” to verify Virto Workflow Automation is “Active”. If not, click “Activate”.

Manage site features page showing Virto Workflow Automation with an Active status

In site settings, you can also navigate to the Virto Workflow Status Monitor and Virto Workflow Scheduler apps.

Site settings links to the Virto Workflow Status Monitor and Virto Workflow Scheduler apps

Updated on October 24, 2024