Setting up a workflow proxy account in Project Server 2013

I’ve had a few comments through the blog on setting up a workflow proxy account in Project Server 2013, so I thought I would post something to take you through how to configure this.

The Workflow Proxy in Project Server 2013 is important if you intend to use the classic workflow engine (not Workflow Manager ) and will be the account that makes the PSI calls associated with the workflow. The account should be set up as part of your Project Server installation and is specified in the Plan for administrative and service accounts in Project Server 2013 documentation.

Products such as NW4PS, leverage the classic workflow engine,  so if this account is not set up correctly when the workflow calls the PSI it will fail with an error like in the screenshot below.

WorkflowWorkflowProxyAccountNotFound

Luckily the solution is pretty easy, however, unlike Project Server 2010, where the option was under Server Settings > Project Workflow Settings, in Project Server 2013, the option has moved into Central Administration and is probably the main contributing factor to this being overlooked.

To configure the account, navigate to Central Administration and choose General Application Settings from the left hand menu

Manage PWA Settings

Click on Manage under PWA Settings and you will be taken to the management screen for the PWA instance (if there are more than one instance, you can choose which one in the top right hand corner.

Project Workflow Settings

On the Settings screen, choose Project Workflow Settings, you will then be presented with the option to enter the Workflow Proxy Account.

Configure the Workflow Proxy Account

All that’s remaining is to enter the account you’ve already set up for the workflow proxy in the correct format (don’t forget to use a claims format account if that’s how you’ve set up your Project Server farm).

Advertisements

Introducing Nintex Workflow for Project Server 2013

I try not to mix my day job at Nintex with my community work and the content on this site, but today I want to make an exception and share some news on one of the projects I have been working on for the past few months.

I am pleased to announce that we have shipped Nintex Workflow for Project Server 2013 (NW4PS), an update to the popular workflow product for Project Server 2013.

Nintex Workflow for Project Server 2013

NW4PS 2013 provides all the capabilities of the 2010 version for use within Project Server 2013, including:

  • Demand Management workflows– implement workflows that support your full project lifecycle, from creation, through selection, planning, execution and to closure, leveraging an array of actions, including Query Project Server (PSI data), Project Publish and Change EPT;
  • Event Driven workflows – associated workflows to over 115 different Project Server event handlers;
  • Collaboration workflows – build workflows to support project collaboration scenarios that can talk back directly into Project Server.

NW4PS 2013 provides a seamless upgrade experience from Nintex Workflow for Project Server 2010, allowing organisations to leverage the new Project Server 2013 capabilities and features without having to worry about rebuilding & refactoring workflows.

As you would expect, Nintex Workflow for Project Server 2013 is fully Project Server 2013 aware, supporting items such as the new security modes, claims and 2010 look and feel in project workspaces.

You can read more on Nintex Workflow for Project Server 2013 over at nintex.com/project