Get Started with Workflow and Web HMI

When using Workflow, follow these steps to display interactive task lists in Web HMI Runtime for the first time.

Verify the following:
  • The administrator integrating Workflow must have the same credentials in both the Web HMI server and the Workflow server.
  • The task lists using HTML5 forms were created in Workflow to appear in the Web HMI Task List Card.
  • The time is synchronized among the servers being used.
  1. Install Workflow 2.6 and Web HMI on different servers.
  2. In the Workflow server, do the following:
    1. After creating the Workflow equipment model, you must convert it to the required .cvs file format before importing it to Web HMI. This model also includes the Workflow server information. To convert the model, navigate to Proficy System > Proficy System > Generate Web HMI Model, as seen in the following image.
    2. Set up access to the Web HMI server by selecting the Web HMI Access checkbox, and then entering the Web HMI Host Name in General Electric > Configure Security > Security, as seen in the following image.
    3. Select Save.
      A message appears indicating that the configuration changes were successfully saved.
  3. In the Workflow server, export the certificate required to communicate with the Web HMI server and clients by following these steps:
    1. Select General Electric > Workflow > Configuration > Export Certificates.
    2. In the Export Folder box, enter the path or navigate to the location in which to export the .zip file containing the certificate.
    3. In the Password box, enter a password to secure the exported certificate, and to use when placing the certificate in a trust store.
    4. Select Save.
    A .zip file named ExtensionServerCertificates.<WorkflowServerName>.zip is created with the ProficySelfSignedCA certificate. You must place this certificate in the trust store of the Web HMI server and each Web HMI client, as explained in the following step.
    Note: Mobile iPad devices also require the ProficySelfSignedCA certificate, and have specific instructions to install this certificate. See Install Workflow Certificate in iPad Clients.
  4. Place the Workflow ExtensionServerCertificates.<WorkflowServerName>.zip file in the Web HMI server and each Web HMI client, and then follow these steps to add the certificate to each one of their trust stores:
    1. Extract the the ProficySelfSignedCA certificate from the .zip file to a folder.
    2. Open a Windows Command Prompt window, and then enter mmc.
      The Microsoft Management Console appears.
    3. Select File > Add/Remove Snap-in....
    4. In the Available snap-ins pane, select Certificates, and then select Add.
    5. Select My user account, then select Finish, and then select OK.
    6. Select Expand Certificates - Current User > Trusted Root Certificate Authorities > Certificates.
    7. Right click Certificates, then select All Tasks, and then select Import.
      The Certificate Import Wizard appears.
    8. Select Next.
    9. In the File Name box, select Browse, and then select the ProficySelfSignedCA certificate that was extracted from the .zip file.
    10. Select Next.
    11. When prompted, enter the password set in step 3c to secure the certificate.
    12. Select Next.
    13. Select Place all certificates in the following store.
    14. Select Browse.
    15. Select Trusted Root Certificate Authorities.
    16. Select Next, and then select Finish.
    17. Close all browser instances.
    18. Restart the browser.
  5. In the Web HMI Administration environment, do the following:
    1. Import the Web HMI model file created in step 2a to Web HMI by navigating to Assets > Import/Export, as explained in Import the Model.
    2. Verify the Workflow server information was imported to Web HMI in Set Up > Server > Server Details Management, as explained in Set Up Data Source Servers.
  6. In Application Assembler, set up a few user accounts for testing purposes.
  7. In the Web HMI Runtime environment, do the following:
    1. Verify Web HMI is connected with the Workflow server. If not connected, appears in the main navigation bar.
    2. Verify tasks are assigned to the correct users within the equipment or process context. The number of tasks assigned to a user appears next to the task list icon in the main navigation bar. For example, indicates there are two tasks for a user.