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 subsite Document pack(s) is the additional documents that can be added to the license if the maximum documentation count reaches its limit. server.

Domain Name Configuration

Your server requires a Fully Qualified Domain Name (FQDN) A domain name that specifies its exact location in the tree hierarchy of the Domain Name System. It specifies all domain levels, including the top-level domain and the root zone. Also referred to as an absolute domain name.

You will need to be able to make DNS changes for your organization's domain
The FQDN must resolve and translate to your server IP from the internet

Smart Flows Port Numbers

The default port numbers are 80 for HTTP

Hypertext Transfer Protocol (HTTP) is an application-layer protocol for transmitting hypermedia documents, such as HTML. It was designed for communication between web browsers and web servers, but it can also be used for other purposes. or 443 for HTTPS

(Hypertext Transfer Protocol Secure) is a secure version of the HTTP protocol that uses the SSL/TLS protocol for encryption and authentication.. your selection is dependent upon whether you are using SSL

Secure Sockets Layer, is an encryption-based Internet security protocol. It was first developed by Netscape in 1995 for the purpose of ensuring privacy, authentication, and data integrity in Internet communications. SSL is the predecessor to the modern TLS encryption used today. encryption, SSL encryption requires HTTPS

You should always use the default ports unless it is restricted. The use of Secure Sockets Layer (SSL) 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:

Smart Flows On Premise Port Numbers
Port #	Function
443	Production
1443	Development
2443	Test

Installation Folder Path

Create the installation folder: C:\Experlogix -Smart Flows .

SSL Certificate Setup

The use of SSL Secure Sockets Layer, is an encryption-based Internet security protocol. It was first developed by Netscape in 1995 for the purpose of ensuring privacy, authentication, and data integrity in Internet communications. SSL is the predecessor to the modern TLS encryption used today. encryption is required for the Smart Flows system to function. To enable SSL encryption, you need an SSL 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

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
You must have the PFX password available

Store the PFX file inside the installation folder (C:\Experlogix-Smart Flows).