Hi Chelsea,
Thanks for your question, for configuring Workflow Manager Server custom steps there are a few important things to keep in mind. The items below are on the assumption that you're developing this using .Net.
- When building the step ensure that you are not relying on Desktop only WMX assemblies like ESRI.ArcGIS.Utilities or ESRI.ArcGIS.JTXUI. For the first you would want to use Common Utilities. This is something to look out for in the samples, as they may use Utilities.
- Make sure to target "Any CPU" (MSIL) in your code
- The DLL will need to be deployed to every machine that you intend on using it from Workflow Manager, both desktop and server machines.
- For desktop machines the step will need to be registered with the 32bit version of regasm and for server it will need to be registered using the 64-bit version. You can find it typically at c:\Windows\Microsoft.NET\Framework64\... If your machine is using both desktop and server you'll need to register it twice per above.
In general we recommend (whenever possible) to develop the step for desktop first, make sure it is working correctly in the desktop environment and then make the necessary changes for Server. It is much easier to debug any potential issues after confirming it's solid on Desktop.
Thanks, if you have any further questions feel free to let us know.
Cheers,
Michael