Building custom installation services

An installation service is created by default when you create a new process application and is used when you install a snapshot. You can customize the service to handle advanced requirements in your target environment.

Before you begin

Ensure that you have write access to the process application that you want to install. For more information about granting access to process applications, see Managing access to the Process Center repository.

About this task

You can add calls and scripts to the installation service to perform specific functions when a process application is installed on a process server in another environment. The following list contains some of the tasks that a custom installation service might handle.

Create or update database tables
Update necessary environment variables
Determine which snapshots are already installed
Migrate individual process instances
Create custom time schedules

For example, you can customize an installation service to create tables on the target process server to hold data such as the options for drop-down menus that exist in your process. When you need to add to or change those menu options, you can modify the service so that those database updates are handled automatically during installation.

Procedure

To add functionality to an installation service, perform the following steps.

Open the process application in Process Designer.
From the Setup category, open the installation service.
In the diagram that opens, add the service calls and scripts that you need for your particular installation.
Save your changes.