To support a deployment of Smart Flows, your servers must meet minimum hardware and software specifications. This section covers requirements for both the Smart Flows application server and the associated SQL database server.
Smart Flows Server Hardware Requirements
Although it's possible to run Smart Flows and its database server on one machine, for performance reasons it is always preferred to separate the components. Generally, only customers with a small implementation and one environment can install on one machine.
When using multiple environments (Production, Development, TEST, UAT, etc), we recommend a separate server for non-production environments.
|
Component |
Hardware Requirement |
|---|---|
| Operating System | Windows Server (2016+) with AD FS 4.0+ |
| Processor | Dual-core |
| RAM | 8GB |
| Disk Space | <500MB |
We recommend using the AdoptOpenJDK 21 LTS build using the Hotspot VM, select here to download.
Please contact Experlogix Support if you need help in updating Java.
|
Software Requirement |
|---|
| .NET Framework: 4+ |
|
Java: Java SE Development Kit 21 or higher |
Smart Flows Database Requirements
|
Component |
Hardware Requirement |
|---|---|
| Operating System | Windows Server (2016+) with AD FS 4.0+ |
| Processor | Quad-core |
| RAM | 8GB |
| Disk Space | Dependent on the size and amount of documents generated and the scheduled cleanup |
|
Software Requirements |
|---|
| SQL server version 2016 or later |
| Smart Flows requires a SQL Server authentication-based user |
| TCP/IP must be enabled, with a fixed TCP/IP port |
| Connect via a JDBC Connection String, username, and password |
OAuth Permissions for Microsoft Dynamics 365 CE Connector
Microsoft Dynamics 365 CE Connector Requirements
A Microsoft Dynamics 365 CE connector requires a service account during the configuration of the connector. In this scenario, 'Client ID' and 'secret ID' are not supported as Smart Flows makes use of 'user delegation'. This allows Smart Flows to access data from Microsoft Dynamics 365 CE on behalf of the end user. The table below outlines the requirements, authentication options, plugin details, and installation methods for integrating Microsoft Dynamics 365 CE with Experlogix Smart Flows.
| Parameters | Details |
|---|---|
| Connector name | Microsoft Dynamics 365 CE |
| License | Requires Plugin for Microsoft Dynamics 365 CE |
| Required version of Smart Flows | 4.0+ |
| Max number per project | 1 |
| Available for Single Sign-On | Yes |
| Support for Individual User Authentication | Yes |
| Supported authentication patterns |
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| Plugin App |
|
| Pugin App Certified | Yes |
| Plugin App Installation |
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| Scope |
|