Installation

Process Orchestrator is deployed as a managed solution to your Microsoft Dataverse environment. It supports both cloud and on-premises deployments, giving you flexibility in how you run your business processes.

Important

Process Orchestrator depends on Logic Composer. The Logic runtime must be installed before Process Orchestrator, as Process Orchestrator leverages Logic constructs for automation, branching decisions, expressions, and configuration values.

Step 1: Acquire a License

Before installing Process Orchestrator, you must obtain a license from the Microsoft Marketplace.

License Portal: https://marketplace.microsoft.com/en-us/product/saas/flowon.flowon_public_initial

Licensing

Contact the Flowon team through the marketplace listing for licensing inquiries, pricing information, and trial options.

Step 2: Import Solutions

Process Orchestrator consists of multiple managed solutions that must be imported in the correct order. Because Process Orchestrator depends on Logic, you must install the complete Logic stack before installing Process Orchestrator.

Solution Architecture

Solution	Description
Flowon Base	Foundation - prerequisite for all Flowon products
Logic Composer	Runtime engine for Logic Blocks, Flows, and expressions
Logic Composer Tools	Design interface for creating logic artifacts
Process Orchestrator	Core runtime for process execution
Process Orchestrator Tools	Visual designer for modeling processes

Flowon Base (Foundation)

Flowon Base is the prerequisite solution that must be installed first. It provides foundational components used across all Flowon products.

Component	Description
Flowon Project Entity	The container for organizing Flowon artifacts
Related Artifacts	Shared entities, web resources, and configurations
License Management	License validation and activation

Logic Composer (Required for Process Orchestrator)

Logic Composer must be installed before Process Orchestrator. Process Orchestrator relies on Logic for:

Integration Point	How Process Orchestrator Uses Logic
On Entering/Exiting	Call Logic Flows when entering or exiting stages
Transition Branching	Use Logic Blocks (Decision Tables, Decision Trees) to determine which path to follow
Expression Builder	Use Flowon expressions in all configurable fields
Configuration Values	Reference Configuration variables for dynamic values
Localized Resources	Display multi-language text in process interfaces

Process Orchestrator (Runtime)

Process Orchestrator is the core runtime solution containing everything needed to execute business processes.

Component	Description
Plugins	Server-side logic for process execution
Entities	Process definitions, instances, stages, traces
Forms	Runtime forms for process interaction
Workflows	Background automation components

Required in All Environments

The Process Orchestrator runtime solution must be installed in every environment where processes will execute - development, test, and production.

Process Orchestrator Tools (Designer)

Process Orchestrator Tools provides the visual designer interface for modeling and configuring business processes.

Component	Description
Process Designer	Visual canvas for designing process flows
Stage Configuration	Tools for configuring stage behavior
Transition Builder	Interface for defining routing logic

Production Environments

In production environments, you typically only need the runtime solutions. The Tools/Designer solutions are not required for execution and can be omitted to reduce the solution footprint.

Environment	Flowon Base	Logic Composer	Logic Composer Tools	Process Orchestrator	Process Orchestrator Tools
Development	✅ Required	✅ Required	✅ Required	✅ Required	✅ Required
Test/UAT	✅ Required	✅ Required	⚠️ Optional	✅ Required	⚠️ Optional
Production	✅ Required	✅ Required	❌ Not Required	✅ Required	❌ Not Required

Import Order

Import the solutions as managed solutions in this exact sequence:

Step	Solution	Required	Depends On
1	Flowon Base	Yes	None
2	Logic Composer	Yes	Flowon Base
2a	Logic Composer Tools	Design environments only	Flowon Base, Logic Composer
3	Process Orchestrator	Yes	Flowon Base, Logic Composer
4	Process Orchestrator Tools	Design environments only	Flowon Base, Logic Composer, Process Orchestrator

Step 3: Configure Security

After importing the solutions, configure user access to Process Orchestrator.

Process Designer Security Role

Upon installation, Process Orchestrator creates a security role called Process Designer. Users who need to create and configure business processes must be assigned this role.

Role	Capabilities
Process Designer	Create, edit, publish, and activate business processes

Assigning the Role

To assign the Process Designer role:

1. Navigate to Settings → Security → Users
2. Select the user who needs design access
3. Click Manage Roles
4. Select Process Designer
5. Click OK to save

Role Assignment

Only users who need to design and configure processes should be assigned the Process Designer role. Runtime users who only participate in processes (completing tasks, approvals, etc.) do not need this role.

Deployment Options

Process Orchestrator supports both cloud and on-premises Dataverse deployments:

Deployment	Supported	Notes
Dataverse Online	✅ Yes	Cloud deployment via Microsoft Dataverse
Dataverse On-Premises	✅ Yes	On-premises deployment for organizations with specific data residency or compliance requirements

Post-Installation Checklist

After completing the installation:

• License acquired from Microsoft Marketplace
• Flowon Base solution imported
• Logic Composer solution imported
• Process Orchestrator solution imported
• Process Orchestrator Tools solution imported (if needed)
• Process Designer role assigned to appropriate users
• Verify access to Process Orchestrator in the application