Prerequisites
Before installing Smart Flows on-premises, ensure your environment meets key infrastructure requirements. This section outlines the networking, port, and SSL certificate configurations necessary for a successful deployment.
Networking Requirements
Your Experlogix Smart Flows server needs to be accessible in your network through a browser and be able to communicate with the license server.
Domain Name Configuration
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You will need to be able to make DNS changes for your organization's domain
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The FQDN must resolve and translate to your server IP from the internet
Smart Flows Port Numbers
You should always use the default ports unless it is restricted. The use of Transport Layer Security (TLS) is necessary for a proper communication with Microsoft services such as Microsoft 365 and Microsoft Dynamics 365 CE .
WARNING : Make sure your firewall allows traffic on these ports.
For servers with multiple roles, allow your traffic on multiple ports:
|
Port # |
Function |
|---|---|
|
443 |
Production |
|
1443 |
Development |
|
2443 |
Test |
Installation Folder Path
Create the installation folder: e.g. C:\Experlogix -Smart Flows .
TLS Certificate Setup
The use of TLS encryption is required for the Smart Flows system to function. To enable TLS encryption, you need a TLS Certificate that matches your FQDN.
If you install multiple projects on one server, you can also use a wildcard certificate
a digital certificate that is applied to a domain and all its subdomains. Wildcard notation consists of an asterisk and a period before the domain name. Secure Sockets Layer (SSL) certificates often use wildcards to extend SSL encryption to subdomains. for the CN . For example *.base.domain.com with *base.domain.com and base.domain.com as alternative names. The "*base" component of the address serves as a "fill in the blank" to properly direct to all versions of the address that end in ".domain.com"
SSL Certificate Format Guidelines
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The recommended format is PFX
PKCS #12 defines an archive file format for storing many cryptography objects as a single file. It is commonly used to bundle a private key with its X.509 certificate or to bundle all the members of a chain of trust. -
The Certificate must be valid
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You must have the PFX password available
Store the PFX file inside the installation folder (e.g. C:\Experlogix-Smart Flows).