Set up Websockets Version 7.18 This Documentation Is Provided Under Restrictions on Use and Are Protected by Intellectual Property Laws

.NET Framework application server on Windows Set up WebSockets Version 7.18 This documentation is provided under restrictions on use and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this documentation, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

Table of Contents

Set up WebSockets 4 Check websocket settings for Windows Server 2012 or Windows server 2016 4 Configure websockets for Windows Server 2008 6 Check port availability 6 Websocket setup FAQ 7

Set up WebSockets

PRODUCTS: ALL CREATIO PRODUCTS

The websocket protocol (WebSockets) is used in Creatio to run custom processes, notifications, and for integration with telephony. It is important to enable the websockets and configure the applications on the server for all system functions to operate correctly.

Attention. If you use proxy server in your local network, you will need to set up the websocket protocol. You can find the setup instruction in proxy server documentation.

This article describes the process of setting up Creatio configuration files for the correct operation of websockets.

Note. Installation of the components providing WebSockets protocol operation on the server is covered in a separate article.

Configuration can be performed in two ways:

Windows Server 2012, Windows Server 2016 or Windows 8/10 with the installed Internet Information Services (IIS) version 8 or higher is deployed on the application server. Configuration files are set up in Creatio base version by default and you only need to perform settings on the server side. However, if you deploy and set up Creatio for the first time, we recommend checking configuration file settings to make sure the websockets work correctly. Read more >>>

To use the protected HTTPS connection, you need to perform additional settings. Read more >>>

If Creatio is deployed on Windows Server 2008 or older, you need to perform additional configuration of components which support port, IIS and WebSockets protocol operation. Read more >>>

When deploying Creatio on Windows Server 2008 or older, you cannot use the advantages of HTTPS.

Check websocket settings for Windows Server 2012 or Windows server 2016 To check websocket settings in Creatio deployed on a server running on Windows Server 2012 or Windows Server 2016:

1. Make sure that inheritance is disabled in the Web.config file located at Creatio root directory. The query length limits and execution time should also be specified.

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1. In the Web.config file located at the [ Path to Creatio root folder ]\Terrasoft.WebApp\: check that the “Terrasoft.Messaging.MicrosoftWSService.MicrosoftWSService, Terrasoft.Messaging.MicrosoftWSService” default value is specified for the wsService type and make sure that the port for connecting clients, the HTTP query execution time and length limits, as well as calling of additional modules are indicated.

Attention. We recommend using the “MicrosoftWSService” (instead of the “SuperWSService”) value for Microsoft Windows Server 2012.

Note. The portForClientConnection=”0” value means using the web-application port.

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Note. You can check the WebSockets connection via browser built-in Developer Tools. If the connection is successful, the console will contain a record like: WebSocket-connection opened for url:ws://demo.creatio.com/0/Nui/ViewModule.aspx.ashx

Configure websockets for Windows Server 2008 To set up websockets in the application deployed on Windows Server 2008 or earlier, open the Web.config file located in the [ Path to the root Creatio directory ]\Terrasoft.WebApp\ directory. The wsService configuration block should look like:

Note that the defaultPort value must be unique and should not coincide with other port values for all server applications. If Creatio is deployed on Windows Server 2008, and Internet Explorer is used to work with the system, you need to provide access to cookie session from the JavaScript. To do this, change the httpOnlyCookies value in the Web.config file.

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Check port availability To check port availability, enter the following into the Windows command line:

telnet –a [ host [port ]]

Specify the web address of the deployed Creatio application as host and the default value of the Web.config file as port. For example:

telnet -a demo.creatio.com 2011

Websocket setup FAQ

How can I check the correctness of websocket setup? There are several quick ways to check the correctness of websocket setup:

Use the Excel data import function. If websockets are configured correctly, the data import will be performed.

Enter the following command into the command line of web browser developer console: Terrasoft.ServerChannel.ping(). If websockets are configured correctly, the sever will return a pong response (Fig. 1). If any other response is returned, check the correctness of websocket setup.

Fig. 1 – Websocket setup verification via the developer console of a web browser

Manually run the business process containing the start timer and the auto-generated page elements. If the auto-generated page opens, the websockets are configured correctly.

Note. More information about business process elements: Process elements reference.

I configured websockets, but they do not work. Why? If websockets do not work after the setup, check:

Whether all the WebSockets protocol components are configured. Read more >>>

Whether the used ports are available. Read more >>>

Whether the protocol for using websockets with a proxy server is installed, if it is used for your local

network.

Settings of antivirus and Firewall. If you cannot disable these programs on the server, add the IP-address and your Creatio site port to the list of exceptions for incoming and outgoing flows.

Available web browser extensions and add-ons, including VPN. Extensions may block websocket work.