> For the complete documentation index, see [llms.txt](https://docs.workflowgen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.workflowgen.com/tech/8.0/setup.md).

# Setup

## Preparation

You must be administrator of the web server. Using a local administrator account is recommended. You must know:

* The physical path on the web server where the WorkflowGen web application will be installed<br>
* The physical path on the web server where WorkflowGen Windows services will be installed<br>
* The URL of the web server where WorkflowGen will be installed<br>
* MS SQL Server database:<br>

  * The name of the MS SQL Server<br>
  * The credentials of the SA account<br>
  * The file path of the SQL Server database files on the SQL server machine

  \
  ✏️ **Note:** The SQL Server Management Studio tool will be required if you are creating the database using the SQL creation scripts (`*.sql`) in the manual installation procedure.<br>
* The name or IP address of the SMTP gateway (we recommend using the IIS SMTP gateway; see [SMTP Notifications](/tech/8.0/using-iis-smtp-gateway.md))<br>
* The default sender email address for notifications<br>
* The authentication method you want to use for WorkflowGen web applications.

## &#x20;<a href="#workflowgen-setup-manual" id="workflowgen-setup-manual"></a>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.workflowgen.com/tech/8.0/setup.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
