Installing the Workflow Authoring Assistant server

Install the Workflow Authoring Assistant server in an on-premises IBM® Business Automation Workflow environment by using a Docker container.

Before you begin

Before you can install the Workflow Authoring Assistant server, make sure that you have:
  • Docker installed on your server.
  • Access to Passport Advantage® to download the container image.
  • Business Automation Workflow on-premises environment.
  • Access to watsonx.ai™ or Cloud Pak for Data with LLM capabilities (Llama-3.3-70B-Instruct installed).

About this task

The Workflow Authoring Assistant server runs as a Docker container that provides AI-powered backend services for both the Workplace Assistant and Workflow Authoring Assistant. The server communicates with your Business Automation Workflow environment over HTTPS.

Procedure

  1. Log in to Passport Advantage, then download and extract the workflow-assistant-server.tar file.
  2. Configure the SSL certificates before starting the container. If your Business Automation Workflow environment already uses certificates signed by your organization's internal or external CA, reuse the same certificates for the agent server. The certificate reuse ensures that browsers and the Workplace UI already trust both servers and eliminates the need to accept certificates manually.
    1. Obtain the trusted certificates: request the following information from your WebSphere® or IT security administrator:
      File Description
      server.crt Your organization's trusted public certificate.
      server.key The corresponding private key.
      ca.crt The root or intermediate CA chain.
    2. Create the certs directory and place the certificates:
      Important: Place your certificates in the certs directory before starting the container. If the container starts and finds no certificates, it will automatically generate self-signed certificates. Certificates in the certs directory will not be overwritten.
      Create a certs directory in your installation directory and place the certificates there:
      # Create the certs directory
      mkdir -p <install_dir>/certs
      
      # Copy your certificates to the certs directory
      # Example:
      cp /path/to/your/server.crt <install_dir>/certs/
      cp /path/to/your/server.key <install_dir>/certs/
      cp /path/to/your/ca.crt <install_dir>/certs/
      The final structure should be:
      <install_dir>/
      ├── certs/
      │   ├── server.crt
      │   ├── server.key
      │   └── ca.crt
      ├── start-docker.sh
      └── ...
  3. Create an .env file in your installation directory. Then, configure the following environment variables in .env file.
    # WatsonX API credentials
    WATSONX_URL=<your watsonx.ai URL or CP4D URL>
    WATSONX_API_KEY=<your API key>
    WATSONX_PROJECT_ID=<your project id>
    
    # For Cloud Pak for Data (if applicable)
    # WATSONX_USERNAME=<your CP4D username>
    # WATSONX_PASSWORD=<your CP4D password>
    # WATSONX_TOKEN=<your CP4D token>
    # WATSONX_INSTANCE_ID=<your CP4D instance id>
    # WATSONX_VERSION=<your CP4D version>
    
    # BAW Server URL
    BPM_SERVER=https://<your-baw-server>:<port>
    
    # Enable required agents
    RUN_WORKPLACE_AGENT=true
    RUN_AUTHORING_AGENT=true
    
    # CORS settings for frontend integration
    CORS_ORIGINS=https://<your-baw-server>:<port>
    
    # Enable HTTPS
    USE_HTTPS=true
    
    # SSL certificate and key files
    # If using Option 1 (organization certificates), uncomment and update filenames if needed:
    # CERT_FILE=./certs/server.crt
    # KEY_FILE=./certs/server.key
    # CA_CERT_FILE=./certs/ca.crt
    
    # BAW_HOSTNAME=<your-baw-server> # Uncomment and set this when agent server and BAW server are on different machines
    AGENT_HOSTNAME=<your-agent-server>
    
    # Optional: For federated environments
    # FDR_ENABLED=true
    # PFS_SERVER=https://<your-pfs-server>:<port>
    
    # Optional: For case features
    # CASE_ENABLED=true
  4. Start the docker container.
    • On Linux®:
      1. Inside the extracted folder, run the following commands to add the executed permissions:
        chmod +x start-docker.sh
        chmod +x stop-docker.sh
      2. Run the provided start-docker.sh script.
      3. Verify that the container is running:
        docker ps | grep workflow-assistant
    • On Windows:
      1. Inside the extracted folder, run the following command:
        # Run the script
        start-docker.bat
      2. Verify that the container is running:
        docker ps | findstr "workflow-assistant"
    Check the container logs by using
    docker logs -f workflow-assistant-container
  5. Verify that the agent server is running properly by accessing the health check endpoint.
    http://<agent-server>:8000/health

    This should return a JSON response with status information.

What to do next

After installing the Workflow Authoring Assistant server, complete the following configuration tasks: