Overview
Perspective Workflow™ is a business activity monitoring application that works behind the scenes to help
you stay on top of Perspective’s reported incidents, ongoing investigations and current assignments. It
monitors and auto-responds to critical, time-sensitive data, automatically notifying the necessary
personnel and guiding team members through the proper processes and protocols.
Related Information/Setup
Please see the Workflow Installation Guide for more information on setting up the 32-bit ODBC connection for workflows.
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Install the Workflow software on a new server.
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Set up the 32-bit ODBC connection for Workflow on the new server (see the Workflow Installation Guide for more information).
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Turn off your existing Workflow service by opening Control Panel > Administrative Tools > Services, then right-clicking Perspective Workflow then clicking Stop.
Perspective Workflow
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Navigate to your Workflow directory. By default, this directory is located at C:\Program Files (x86)\Resolver Inc\Perspective Workflow.
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Select and copy the following folders to your clipboard:
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Attachments
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Data
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Reports
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Scripts
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Webcaster
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Copy the Highlighted Folders
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Move the folders you copied to the target server, overwriting the existing folders in your Workflow directory.
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Optional: If you’re running Workflow on a SQL backend, run the Reset Database Location module and enter your new license key in the module.
Note: You’ll need to enter your license key upon opening any Workflow module.
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Optional: If the Workflow version on your target server is a newer version, run the Upgrade previous version database to v8 module to upgrade Workflow.
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Turn the new Workflow service on by opening Control Panel > Administrative Tools > Services, right-clicking Perspective Workflow, then clicking Start.
- Verify the version of Workflow you’ve installed on the new server. This can be done by opening the Workflow Administrator module then clicking Help > About Perspective Workflow Administrator. The version will appear as 2000.#.#.
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Contact Resolver Support to request a license for Workflow on the new server. You’ll need to provide us with the version number and server name.
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Once you’ve received the new license, open Workflow Administrator, then click Help > About Perspective Workflow Administrator > License.
- Copy and paste the license you received from Resolver in the License Code field, then enter any other information in the additional fields as necessary.
License Code Field
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Click OK.
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Verify the version of Workflow you're running on the source server. This can be done by opening the Workflow Administrator module then clicking Help > About Perspective Workflow Administrator. The version will appear as 2000.#.#.