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IBM FileNet Capture Installation Guide Version 5.2 GC31-5580-00

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Page 1: FileNet Capture 5.2 InstallationGuide

IBM FileNet Capture

Installation Guide

Version 5.2

GC31-5580-00

Page 2: FileNet Capture 5.2 InstallationGuide
Page 3: FileNet Capture 5.2 InstallationGuide

IBM FileNet Capture

Installation Guide

Version 5.2

GC31-5580-00

Page 4: FileNet Capture 5.2 InstallationGuide

Note

Before using this information and the product it supports, read the information in “Notices” on page 5 59.

This edition applies to version 5.2 of IBM FileNet Capture (product number 5724-R77) and to all subsequent

releases and modifications until otherwise indicated in new editions.

© Copyright International Business Machines Corporation 2001, 2008. All rights reserved.

US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract

with IBM Corp.

Page 5: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDEContents

5

Contents

About the Installation Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Accessing IBM FileNet Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Revision Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Installation Planning and Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Plan the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Workstation Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10IDM Desktop and Capture Workstations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Content Services and IDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Content Engine and Capture Workstations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Image Services and Capture Professional Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Scanner Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Pixel Translations (ISIS) Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Kofax Image Products Interface Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Pre-installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Task 1: Record Configuration Information for Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Task 2: Workstation Setup Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Task 3: Configure Your Server for Capture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Task 3a: Install Content Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Task 3b: Install Content Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Task 3c: Install Image Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Task 4a: Configure SQL Server for Shared Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Task 4b: Configure SQL Server for Shared Statistics Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Task 4c: Configure Oracle Server for Shared Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Task 4d: Configure Oracle Server for Shared Statistics Database . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Task 4e: Install IDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Installation Tasks for Capture Desktop Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . 29Task 5a: Normal Capture Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Task 5b: Silent Capture Desktop Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Task 6: Test the Scanner and Capture Desktop Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Installation Tasks for Capture Professional Workstations . . . . . . . . . . . . . . . . . . . . . . . 37Task 7a: Normal Capture Professional Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Task 7b: Silent Capture Professional Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Task 8: Test the Capture Professional Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Page 6: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDEContents

6

Installation Tasks for Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Task 9: Install the Capture Help Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Task 10: Install the Capture Manuals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Installation Tasks for Optional Packages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Task 11: Install the Full Text OCR Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Task 12: Install the Advanced Document Recognition (ADR) Software . . . . . . . . . . . . . . . . . . . . . . . 48Task 13: Install the Doc Processing Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Task 14: Configure using Capture Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Upgrade Planning and Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Task 15a: Upgrade Kofax-interfaced Scanners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Task 15b: Upgrade Fax Entry Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Task 16a: Upgrade Capture Professional 5.0.1 or 5.1 to Capture Professional 5.2 . . . . . . . . . . . . . . 54Task 16b: Upgrade Capture Desktop 5.0.1 or 5.1 to Capture Desktop 5.2 . . . . . . . . . . . . . . . . . . . . 55Task 16c: Upgrade Capture ADR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Remove Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Remove Capture Desktop or Capture Professional. . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Remove Full Text OCR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Remove Advanced Document Recognition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Remove Capture Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Page 7: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDEAbout the Installation Guide

7

About the Installation Guide

In this guide, you’ll find the following information and instructions:

• A planning section with a link to the system requirements and release notes.

• Instructions for pre-installation tasks, including how to configure your server for FileNet Capture.

• Instructions for installing FileNet Capture Desktop and Capture Professional.

NOTES

• If you are upgrading or converting a workstation from an earlier release of Capture, please refer to “Upgrade Planning and Procedures” on page 53.

• You can display the software release version from the application software About box. To display the About box, select the Help option from the main menu and then click About.

This manual makes the following assumptions:

• You are familiar with general PC operations and basic Windows commands.

• You are familiar with configuring and installing peripheral components if you are performing your own hardware integration.

Accessing IBM FileNet DocumentationTo access documentation for IBM FileNet products:

1. Navigate to the Information Management support page(www.ibm.com/software/data/support).

2. Select the appropriate IBM FileNet product from the Select a category list.

3. From the Product Support page, click Product Documentation under Learn.

4. From the Product Documentation page

a. If necessary, click the Doc Link for the appropriate component product to display the docu-ment list.

b. Click the icon in the appropriate release column to access the document you need.

Related DocumentationThis section lists other documentation to refer to when installing and using your Capture workstation.

For a list and a description of all the Capture manuals, please refer to the FileNet Capture Documentation Roadmap.

For information about FileNet Image Services software, refer to the Image Services System Administrator’s Handbook and Image Services System Administrator’s Companion.

Page 8: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDERevision Log

8

For information about FileNet Content Services software (formerly called IDMDS or IDM Document Services), refer to the appropriate Content Services Installation Guide.

For information about FileNet Content Engine software, refer to the FileNet P8 Installation and Upgrade Guide.

These documents are available on the IBM support site. See “Accessing IBM FileNet Documentation” on page 7 for information.

Revision Log

The following table identifies changes made to this document since the Capture 5.2.0 release.

Date Revision

02/01/07 Initial release.

Page 9: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDEInstallation Planning and Procedures

9

Installation Planning and Procedures

This installation section contains the following major topics:

• “Plan the Installation” on page 9

• “Pre-installation Tasks” on page 14

• “Installation Tasks for Capture Desktop Workstations” on page 29

• “Installation Tasks for Capture Professional Workstations” on page 37

• “Installation Tasks for Documentation” on page 47

• “Install the Full Text OCR Software” on page 48 (optional)

• “Install the Advanced Document Recognition (ADR) Software” on page 48 (optional)

• “Install the Doc Processing Software” on page 49 (optional)

• “Configuration Tasks” on page 51

Plan the Installation• Retrieve the following documents from the IBM support site. See “Accessing IBM FileNet

Documentation” on page 7 for more information.

• FileNet Capture-Print-RCS Products Dependency Matrix

• FileNet Capture 5.2 Release Notes

• Review the “Workstation Requirements” on page 10.

• Review the “Workstation Setup Checklist” on page 18.

NOTES

• Capture 5.2 supports FileNet P8 4.0x as well as P8 3.5x. However, a single Capture workstation will be able to connect only to one version of Content Engine at a time. That is, you can't connect to a CE 4.0x and a CE 3.5x object store from the same workstation.

• If you're connecting to Content Engine 4.0x, the Capture client workstation does not have to exist in the same Windows domain as the Content Engine server.

• Capture 5.2 supports the declaration of records with Content Engine 4.0x. However, Capture 5.2 does not support DoD Chapter 4 which was released with Records Manager 3.7 and 4.0.

• For Capture 5.2, CFS-NTFS is not supported in Content Engine 4.0.0.

Updates to the Capture software and documentation, including this installation guide, are made available periodically. Please check the IBM Support site for updates.

Page 10: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDEWorkstation Requirements

10

Workstation RequirementsThis chapter details the workstation requirements for Capture Desktop and Capture Professional. In some cases, both a minimum and a recommended requirement are provided. Use the recommended requirement for best performance. For information about the operating system, browser, SQL Server client, and Oracle Server client requirements, please see the FileNet Capture-Print-RCS Products Dependency Matrix located on the IBM Support site. IDM Desktop, Image Services, Content Services, Content Engine, and Records Manager requirements are also in the products dependency document. Some additional information about some of these products is provided in this installation guide, starting at page 11.

Both Capture Desktop and Capture Professional systems can have two types of workstations: a scanning workstation and a non-scanning workstation.

• A scanning workstation typically consists of a computer and a scanner attached through a scanner-interface controller. These workstations can also include the File Import component to bring files into the system for processing. An optional Doc Processing package is available for features such as image enhancement and bar code recognition.

• A non-scanning workstation is typically used to perform functions such as image verification, document assembly, indexing and committal. Non-scanning workstations can also use the optional Doc Processing package for image enhancement and other processing features.

Capture Desktop workstations can be connected to a FileNet Content Services (CS) library or a FileNet Content Engine (CE) library. Multiple workstations can also share access to a shared Content Services or shared Content Engine library. This permits distributed processing.

Capture Professional workstations can be connected to an Image Services (IS) library, a Content Engine library, or a Content Services library and can also communicate with other workstations in a distributed processing environment. Capture Professional allows multiple workstations to access the images and the system administrator to distribute processing in a way that works best for a particular operation. For more information on how to customize the installation for your facility, refer to the Capture Administrator’s Guide.

Hardware Requirements

System RequirementsFollowing are the minimum hardware requirements for a Capture workstation:

• 1GHz Pentium computer (minimum) or 2GHz Pentium computer or higher (recommended)

• 512 MB memory (minimum) or 1G memory (recommended). Additional memory may be required for processing color JPEG images or large batches.

NOTE Customers who are upgrading to Capture 5.2 are not required to purchase new hardware to meet these guidelines. However, hardware upgrades may be required for performance.

Page 11: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDEIDM Desktop and Capture Workstations

11

• CD drive for installation media

• 16-bit color mode (minimum) and a graphics monitor with minimum resolution of 1024 x 768 pixels

In addition, scan workstations require a scanner and compatible scanner interface card (see “Scanner Requirements” on page 12 for details).

NOTE

As of the Capture 4.0 GA release, Kofax hardware and the optional software Doc Processing package (also from Kofax) are supported only on single-processor computers. Performance or functionality issues that occur if a Kofax board is used on a dual-processor system may be addressed only if they can be reproduced on a single-processor configuration. Refer also to the updated Capture Release Notes posted on the IBM Support site. See “Accessing IBM FileNet Documentation” on page 7 for information. Also see information from Kofax at www.kofax.com for updates to this requirement.

Approximate Disk Space Usage RequirementsDisk space requirements vary depending on the options selected and the scanner package that’s installed. Also, the values below do not include storage requirements for images and configuration objects stored locally on the workstation.

IDM Desktop and Capture WorkstationsYou can Install IDM Desktop and configure your libraries or repositories before or after you install Capture.

NOTE If you are connecting to an Image Services or Content Services repository, you must install IDM Desktop before you configure Capture Manager.

To install IDM Desktop and configure your libraries, refer to the IDM Desktop Administrator’s Help and IDM Desktop Help. Be sure to restart your workstation immediately after installing IDM Desktop. See also “Install IDM Desktop” on page 28 for more information.

Content Services and IDM DesktopIf your Capture Workstation is connected to a Content Services server, you must use the correct version of IDM Desktop to access the CS repositories. Please see the FileNet Capture-Print-RCS Products Dependency Matrix on the IBM Support site for details.

Software Disk Space Usage (approximate)

Capture Desktop 240 MB

Capture Professional, Scan 260 MB

Capture Professional, Fax Entry 190 MB

Capture Professional, File Import 190 MB

Optional Software Doc Processing 20 MB

Page 12: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDEContent Engine and Capture Workstations

12

Before you install Capture, your Content Services system administrator should make sure that all necessary upgrades and fix packs have been installed to accommodate the Capture software. Note that Capture requirements may be superseded by IDM Desktop requirements.

Content Engine and Capture WorkstationsBefore you install Capture, your Content Engine system administrator should make sure that all necessary upgrades and fix packs have been installed to accommodate the Capture software. Please see the FileNet Capture-Print-RCS Products Dependency Matrix located on the IBM Support site for details.

Image Services and Capture Professional Worksta-tionsBefore you install Capture Professional, your Image Services system administrator should make sure that all necessary upgrades and fix packs have been installed to accommodate the Capture software. In addition, your Image Services server must be running the Image Services release required by IDM Desktop. Please see the FileNet Capture-Print-RCS Products Dependency Matrix located on the IBM Support site for details.

Scanner RequirementsCapture communicates with the scanner through software toolkits from Pixel Translations or Kofax Image Products. These toolkits, in turn, require specific scanner interface cards and scanner drivers. Support for a specific scanner depends on the combination of toolkit, driver, and interface card used.

Pixel Translations (ISIS) DriversThe Pixel Translations toolkit requires ISIS drivers and the appropriate interface. Capture 5.2 is compatible with any ISIS driver that is based on the Pixel Translations ISIS 8.0 toolkit.

Pixel Translations currently tests their software with the following SCSI card from Adaptec:

• AHA-29160

The above list is subject to change, as is the list of scanners supported with the above cards. Refer to the Pixel Translations web site at www.pixtran.com and to the Adaptec web site at www.adaptec.com for updates and additional information. Contact your scanner vendor for updates to the scanner driver.

Page 13: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDEKofax Image Products Interface Cards

13

Kofax Image Products Interface CardsNOTE Kofax assumes that users will log on to scan stations with administrator privileges. Scan users without administrator rights may be restricted from making changes to the workstation configuration. Kofax requires administrator rights to use VRS.

Capture is currently compatible with the following interface cards from Kofax:

• Adrenaline cards, including the 450, 650, 650i, 850 and 1700 families.

These require a PCI bus slot in the scan station. These cards are available with SCSI connections (e.g., 450, 650, 650i, 850S and 1700S) or video connections (850V and 1700V).

Kofax provides a runtime toolkit for the Adrenaline cards.

NOTE The optional Doc Processing package cannot be installed on a system with a Kofax Virtual ReScan (VRS) software or scanner. Kofax licenses VRS to numerous scanner manufacturers. Check the scanner documentation to verify if VRS is part of the scanner software or installation.

Page 14: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDEPre-installation Tasks

14

Pre-installation TasksBefore you install the Capture software, set up your workstation using the following procedures. After you have set up the workstation, refer to “Configure Your Server for Capture” on page 19 to configure your library (repository) if necessary.

After you complete all workstation setup requirements, you may want to install IDM Desktop. See “Install IDM Desktop” on page 28 for information.

Task 1: Record Configuration Information for Worksta-tionsWe’ve provided worksheets you can use to record configuration information for each workstation.

• For workstations connected to Content Services libraries, see “Content Services Workstation Configuration Worksheet” on page 15.

• For workstations connected to Content Engine libraries, see “Content Engine Workstation Configuration Worksheet” on page 16.

• For workstations connected to Image Services libraries, see the “Image Services Workstation Configuration Worksheet” on page 17.

Before you begin the installation process, record the information for your workstation on the appropriate worksheet. You must have library information for each Content Services library that you want to configure.

Page 15: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDERecord Configuration Information for Workstations

15

Content Services Workstation Configuration WorksheetUse this worksheet to record information about the workstation, the Content Services server or library, scanner and scanner controller configuration.

For each Content Services library, you will need the following.

NOTES

• The Host Machine and the Name of Host Machine need not be the same

• Content Services names are case sensitive.

Item Details

Windows Administrator Login name and password

Scanner manufacturer

Scanner model number

Scanner interface controller type

Folder for Capture file installation

Item Details

Default Library Name

Name of Host Machine

Host Machine

Database Type

User login name and password for each library you will log on to

For Shared Repository:Data Source Name (DSN)

SQL Server Name

(SQL) Data Base Name

(SQL) Data Base Login

Oracle TNS Server Name

(Oracle) Data Base Name

(Oracle) Data Base Login

Page 16: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDERecord Configuration Information for Workstations

16

Content Engine Workstation Configuration WorksheetUse this worksheet to record information about the workstation, the Content Engine server or library, scanner and scanner controller configuration.

For Content Engine systems, you will need the following from your CE administrator:

Item Details

Windows Administrator Login name and password

Scanner manufacturer

Scanner model number

Scanner interface controller type

Folder for Capture file installation

Item Details

Content Engine Domain name

Content Engine Domain Login to add workstation to the domain

Default Library Name (Object Store) for each CE library

For Shared systems:Data Source Name (DSN)

SQL Server Name

(SQL) Data Base Name

(SQL) Data Base Login

Oracle TNS Server Name

(Oracle) Data Base Name

(Oracle) Data Base Login

Page 17: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDERecord Configuration Information for Workstations

17

Image Services Workstation Configuration WorksheetUse this worksheet to record configuration information about the workstation, Image Services server, scanner and scanner controller before you install software.

Domain and organization names for the Image Services server (note that domain and organization names are case sensitive)

Item Details

Windows Administrator Login name and password

Scanner manufacturer

Scanner model number

Scanner interface controller type

Folder for Capture file installation

Item Details

Default Batch Service, if applicable (Bes, Bes1, Bes2, etc.)

Login name

Password

For Offline or Shared Offline:Data Source Name (DSN)

SQL Server Name

(SQL) Data Base Name

(SQL) Data Base Login

Oracle TNS Server Name

(Oracle) Data Base Name

(Oracle) Data Base Login

Page 18: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDEWorkstation Setup Checklist

18

Task 2: Workstation Setup ChecklistPerform the installation procedures in the sequence shown. When indicated, verify that the installation was successful by performing the test described at the end of the procedure.

1. Ensure that the workstation meets the minimum hardware requirements. See the FileNet Cap-ture-Print-RCS Products Dependency Matrix on IBM Support site. Install all PC hardware accord-ing to the manufacturer’s instructions.

2. Complete a “Content Services Workstation Configuration Worksheet” on page 15, a “Content Engine Workstation Configuration Worksheet” on page 16, and/or an “Image Services Workstation Configuration Worksheet” on page 17 for each workstation.

3. Before you install Windows, install your network interface card in the workstation PC and connect the card to the network cabling. The Windows software will install the appropriate driver for the card.

4. Install and test Windows according to the Windows documentation.

5. Verify that the PC boots correctly, Windows runs properly, and there are no device conflicts (evidenced by an error or warning messages at boot time). Remedy all device conflicts before you proceed.

6. Power off the computer and then install the scanner interface card in the computer. (This step is not required for Capture Professional non-scanning workstations unless you are using a hardware accelerator for Document Processing functions.) Refer to the manufacturer’s literature for information on board handling precautions and switch and jumper setting instructions. Make a note of the settings selected for switches and jumpers.

NOTE Your computer may automatically assign an I/O address and IRQ for plug-and-play boards. You do not need to configure hardware for these boards. If, however, your workstation does not automatically detect the board, you must install supporting software and configure the board manually.

7. For scanning workstations, install the SCSI adapter card and driver software or your board manufacturer’s software for your interface card. Then attach a scanner to the adapter card.

NOTE If you are using a Kofax board, you must install current Kofax toolkit hardware runtime files. Runtime files are available from the Kofax website at www.kofax.com. Be sure to record the IRQ and I/O port information used for each board.

8. Verify that the system can recognize the adapter card and scanner. If there is a problem with the card or scanner installation, you must resolve it before you continue.

a. For an SCSI card and scanner, open the Windows Control Panel. In the file list, double-click SCSI Adapter. Select your scanner’s SCSI controller from the Devices tab. When you expand the entry, you should see the scanner listed. Click Properties to check the status of the scanner or card.

b. For a Kofax card and scanner, test the scanner with the diagnostic or test utility provided with the card.

9. Contact your Content Services, Content Engine, or Image Services system administrator to request any configuration changes that are needed on the server. See “Configure Your Server for Capture” on page 19.

10. If required, install IDM Desktop on the workstation before you install Capture. For more information see “Install IDM Desktop” on page 28.

Page 19: FileNet Capture 5.2 InstallationGuide

INSTALLATION AND UPGRADE GUIDEConfigure Your Server for Capture

19

11. If you’re using Content Engine libraries for versions earlier than 4.0, join the workstation to the domain of the Active Directory and establish CE client connectivity. For more information, see “Install Content Engine” on page 20.

NOTE If you are installing an optional third-party fax package, install Capture first and then install the fax application, following the third-party instructions.

Installation Notes for Kofax Controller Cards

Kofax Source Manager (KSM)When you install a Kofax board, you must enter a source name in the Configured Source field when you configure the Kofax Source Manager (KSM). After you install Capture, when you select a scanner, select the source name you configured.

Kofax Hardware Runtime FilesWhen you install a Kofax board, you must install current Kofax toolkit hardware runtime files. Runtime files are available from the Kofax website at www.kofax.com.

NOTE If you are upgrading from a previous version of Capture, you may need to update the runtime files to a newer version.

Task 3: Configure Your Server for Capture Before you install the Capture software, you must ensure that your repository or server (library) is configured properly.

If you are connecting to a Content Services library, see “Install Content Services” on page 19.

If you are connecting to a Content Engine library, see “Install Content Engine” on page 20.

If you are connecting to an Image Services repository, see “Install Image Services” on page 21.

If you are connecting to a shared repository, you must install the appropriate Relational Database Management Software (RDBMS) Server and create a database and one or more Data Source Names (DSN) for each shared repository. See the following sections for instructions:

• “Configure SQL Server for Shared Repositories” on page 23

• “Configure SQL Server for Shared Statistics Database” on page 24

• “Configure Oracle Server for Shared Repositories” on page 26.

• “Configure Oracle Server for Shared Statistics Database” on page 27

NOTE A Microsoft Access database cannot be used for shared repositories.

Task 3a: Install Content ServicesIf you have not yet installed your Content Services software, do so before you proceed with the IDM Desktop and Capture installations. Configure the Content Services software on the server (library) to which Capture connects and make sure that it is working properly before you proceed.

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When using Capture Professional, you must create a document class on the Content Services library called “‘.” Security must not restrict access to the Indexless document class.

When you have finished installing and configuring the Content Services library, continue with “Install IDM Desktop” on page 28 to install IDM Desktop on your workstation.

Task 3b: Install Content EngineIf you have not yet installed your Content Engine software, do so before you proceed with Capture installations. Configure the Content Engine software on the server (library) to which Capture connects and make sure that it is working properly before proceeding.

Refer to the FileNet P8 Installation and Upgrade Guide on the IBM Support site for instructions on installing Content Engine. See “Accessing IBM FileNet Documentation” on page 7 for information.

To install the Content Engine software for versions earlier than 4.0, you must join an active directory domain. For all versions, you must establish Content Engine client connectivity. These two steps are described next.

Join Active Directory DomainBefore you install Capture, if you’re using Content Engine libraries for versions earlier than 4.0, each workstation must join the domain of the Active Directory.

To join the Active Directory domain

1. From the Windows Start menu, click Settings and then Control Panel.

2. Click System to display the System Properties dialog box.

3. On Windows XP systems, click the Computer Name tab.

4. Click Change.

5. Under the Member of section, click Domain and enter the CE server domain name. Click OK. The system displays a user name and password prompt.

6. Enter the domain user name and password and click OK. The system displays an acknowledgement and then a reminder to restart the computer. Click OK to clear each message, but leave the System Properties dialog box displayed.

7. Do not restart the computer. From the Windows Start menu, click Settings and then Control Panel. Select User Accounts.

8. Click Add to display the Add New Users dialog box.

9. Enter the domain name and CE user name you used in steps 5 and 6. Click Next.

10. Click Other and then select Administrators from the list. Click Finish.

11. Click OK twice and then click Yes to restart the computer.

Establish Content Engine Client ConnectivityNOTES

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• For Content Engine 4.0, the Capture 5.2 client workstation does not have to exist in the same Windows domain as the Content Engine server.

• During the installation of the CE 4.0 client software, you must provide information about the P8 4.0 object store so a Capture Repository session name can be assigned to it. For information, please see Working with Repositories > Adding a Repository Session > Content Engine or Shared Content Engine in the Capture Manager Help.

To establish Content Engine client connectivity

1. Install the P8 Content Engine Client Connectivity modules from the P8 Content Engine software CD by selecting the custom installation option. The version of the Content Engine client modules must match that of the Content Engine server.

2. Provide information about the P8 4.0 object store so a Capture Repository session name can be assigned to it. For information, please see the Capture Manager Help.

3. Apply the latest Content Engine fix packs. The version of the Content Engine client modules must match that of the Content Engine server.

NOTE For a list of the Content Engine versions that are supported by Capture 5.2, see the FileNet Capture-Print-Fax Products dependency matrix on the IBM Support site.

Task 3c: Install Image ServicesNOTE You must use Capture Professional with Image Services.

If you have not yet installed your Image Services server, do so before you proceed with the IDM Desktop and Capture Professional installations. Configure the Image Services software on the server to which Capture connects and make sure that it is working properly before you proceed. A checklist for setting up a FileNet IS system is available in the Introduction chapter of the Image Services System Administrator’s Handbook, under “New FileNet System Setup.”

To install Image Services, refer to the Image Services Installation and Configuration Procedures and the Image Services System Administrator’s Guide.

After you configure your Image Services software for Capture Professional, refer to “Install IDM Desktop” on page 28.

Configure an Existing Image Services Server for CaptureWhen you use Capture Professional with an existing Image Services server (library), you must create a document class on the Image Services server called “Indexless.” Security must not restrict access to the Indexless document class. Please see the Administrator’s Guide for information.

Capture automatically creates, installs and populates the Config folder in BES (used by Capture to store configuration files) on the Image Services server. For more information on the Config folder, see “Make a Backup Copy of the Image Services Config Folder” on page 22.

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Configure a New Image Services Server for CaptureTo prepare the server for use with Capture Professional

1. Create document classes for use with Capture Professional using the Database Maintenance application. A document class with the name of “Indexless” is required as a minimum. “Index-less” must be spelled and capitalized exactly as shown. Security must not restrict access to the Indexless document class.

2. Create indexes.

Setting up document classes and indexes is described in the “Database Maintenance” chapter of the System Administrator’s Handbook.

Use an Image Services Server on a Different SubnetIf you will be accessing an Image Services server on a subnet that is different from the one your workstation is on, add an entry like the following to the hosts or lmhosts file:

xxx.xxx.xxx.xxx <domain> <domain>-<organization>-nch-server

Where:

xxx.xxx.xxx.xxx

is the IP address of the Image Services server

domain

is the Image Services server domain name

organization

is the organization name selected for the Image Services server during the initial installation. (Typically the organization is filenet.)

For example, your entry might look like this:

10.1.20.123 mysystem mysystem-filenet-nch-server

Note that domain names are limited to lowercase and alphanumeric characters.

For more information about Image Services access, contact your Image Services System Administrator.

Make a Backup Copy of the Image Services Config FolderIf you have installed Capture Professional and created or modified the configuration content in the Config folder on the server, performing certain maintenance procedures on the server (such as the bes_clean utility) will delete everything in the Config folder. If you want to keep your configuration, back up your BES Config folder to your local repository before you execute the server maintenance utility. For example, the bes_clean utility deletes everything in BES Cache, including all Setting, Template and Capture Path objects and files in the Config folder. After you’ve completed the server maintenance, copy the files and objects that you saved in the local repository to the Config folder.

Refer to the procedure titled “Backing Up the Config Folder” in the Capture Administration Guide for details.

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Task 4a: Configure SQL Server for Shared Reposito-riesYou can configure a shared repository for offline Image Services, Content Services, and Content Engine.

If you have not yet installed your Microsoft SQL Server, do so before you proceed with the IDM Desktop and Capture installations. Create a database for each shared repository.

NOTES

• Only non-case sensitive SQL server databases are supported for a shared Content Engine repository.

• When you configure the database for the SQL server, the Collation name must be set to SQL_Latin1_General_CP1_CI_AS.

Create a Data Source Name for a Shared RepositoryYou must create a Data Source Name (DSN) to the SQL database on each workstation that will use the shared repository.

NOTE For Content Services only, a second DSN is used to connect to the library. Please see the IDM Desktop Administrator’s Help for information.

To create a Data Source Name for a shared repository

1. Start the Microsoft ODBC Administrator tool (ODBCAD32.exe).

2. Select the System tab.

3. Click Add.

4. From the list of available ODBC database drivers, select SQL Server.

NOTE If SQL Server does not appear on the list, cancel out of the Administrator and install the necessary SQL Server Client Libraries on the workstation.

5. Click Finish to start the New Data Source wizard.

6. On the first screen of the wizard, enter the DSN string you want to use in the Name field and the name of the PC running SQL Server in the Server field. Select how SQL Server should verify authenticity (Windows NT or SQL Server login). Click Next.

7. On the second screen of the wizard, select the appropriate authentication method and click Client Configuration.

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8. Verify the following settings:

Server Alias: the name of the PC running SQL Server

Network libraries: select TCP/IP

Server Name: the name is the same as the name for Server Alias

Ensure that the Dynamically determine port check box is selected.

Click OK.

9. Select the Connect to SQL Server to obtain... check box.

Enter the account name in the Login ID field.

Enter the password set up by your SQL system administrator in the Password field.

Click Next.

NOTE If you are using Windows NT authentication, these fields will be disabled and you need not enter the information.

10. On the third screen of the wizard, select Change the default... and choose the database created for the shared repository from the list.

Select Use ANSI quoted...

Select Use ANSI nulls....

Click Next.

11. On the fourth screen of the wizard, select Perform translation... and click Finish.

12. On the fifth screen of the wizard, click Test Data Source. If the system does not display a message that tests have completed successfully, repeat the procedure.

13. Verify that the new DSN is listed on the System DSN tab.

Task 4b: Configure SQL Server for Shared Statistics DatabaseIf you have not yet installed your Microsoft SQL Server, do so before you proceed with the IDM Desktop and Capture installations. Create a database for the shared statistics database.

Create a Data Source Name for the Shared Statistics DatabaseYou must create a Data Source Name (DSN) to the appropriate SQL Server database on each workstation that will use the shared statistics database.

To create a Data Source Name for the shared statistics database

1. Start the Microsoft ODBC Administrator tool (ODBCAD32.exe).

2. Select the System tab.

3. Click Add.

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4. From the list of available ODBC database drivers, select SQL Server.

NOTE If SQL Server does not appear on the list, cancel out of the Administrator and install the necessary SQL Server Client Libraries on the workstation.

5. Click Finish to start the New Data Source wizard.

6. On the first screen of the wizard, enter the DSN string you want to use in the Name field and the name of the PC running SQL Server in the Server field. Select how SQL Server should verify authenticity (Windows NT or SQL Server login). Click Next.

7. On the second screen of the wizard, select the appropriate authentication method and click Client Configuration.

8. Verify the following settings:

Server Alias: the name of the PC running SQL Server

Network libraries: select TCP/IP

Server Name: the name is the same as the name for Server Alias

Ensure that the Dynamically determine port check box is selected.

Click OK.

9. Select the Connect to SQL Server to obtain... check box.

Enter the account name in the Login ID field.

Enter the password set up by your SQL system administrator in the Password field.

Click Next.

NOTE If you are using Windows NT authentication, these fields will be disabled and you need not enter the information.

10. On the third screen of the wizard, select Change the default... and choose the database created for the shared repository from the list.

Select Use ANSI quoted...

Select Use ANSI nulls....

Click Next.

11. On the fourth screen of the wizard, select Perform translation... and click Finish.

12. On the fifth screen of the wizard, click Test Data Source. If the system does not display a message that tests have completed successfully, repeat the procedure.

13. Verify that the new DSN is listed on the System DSN tab.

14. After you have installed IDM Desktop and Capture Professional, start Capture Manager and click Statistics to display the Statistics Control dialog box. Ensure the Enable Statistics check box is selected and click OK.

15. Close Capture Manager and start Capture Professional. Select Report Setup from the File menu. Select the Database Tab. Enter the Data Source Name of the statistics database in the DSN field. (You can find the Data Source Name in the Name field of the Microsoft SQL Server DSN Configuration dialog box.) If you are using SQL authentication, enter the SQL User ID and Password. Click OK.

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Task 4c: Configure Oracle Server for Shared Reposito-riesYou can configure a shared repository for offline Image Services, Content Services, and Content Engine.

Ensure that the Oracle Server software is installed before you proceed with the IDM Desktop and Capture installations. Next, you create a database for each shared repository.

In addition, you must create roles for administrators (for Capture Manager) and users (for Capture).

• Administrators require the Connect and Resource roles. With these roles, administrators have the Create Tables, Create Procedures, and Create Triggers rights.

• Capture user require only the Connect role. With this role, users have execution, insert, delete, and update rights.

Create a Data Source Name for a Shared RepositoryYou must create a Data Source Name (DSN) to the Oracle Server database on each workstation that will use the shared repository.

NOTE For Content Services only, a second DSN is used to connect to the library. Please see the IDM Desktop Administrator’s Help for information.

To create a Data Source Name for a shared repository

1. Start the Microsoft ODBC Administrator tool (ODBCAD32.exe).

2. Select the System DSN tab.

3. Click Add.

4. From the list of available ODBC database drivers, select Oracle Server.

NOTE If the Oracle Server does not appear on the list, the Oracle Client installation has not been configured correctly.

5. Click Finish to start the New Data Source wizard.

6. On the first screen of the wizard, enter the DSN string you want to use in the Data Source Name. Select the TNS Service Name and enter a User ID.

NOTE If the TNS Service Name does not appear on the list, the client listener piece of the Oracle Client installation has not been configured correctly.

Click OK.

7. Click Test Connection. The Oracle ODBC Driver Connect dialog box appears. Enter the password and click OK to test the connection. If this connection fails, verify the user information on the Oracle server first. If this is correct, verify the Client Oracle Listener piece of the Oracle Client installation.

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Task 4d: Configure Oracle Server for Shared Statistics DatabaseEnsure that the Oracle Server software (including the Oracle Windows Interfaces) is installed on each workstation. Please see the FileNet Capture-Print-RCS Products Dependency Matrix located on IBM Support site for information about the version you need. See “Accessing IBM FileNet Documentation” on page 7.

To ensure that the statistics created by database users will be visible to all other users, configure a single user ID and database creator. All users must use this ID when they connect to the database.

Complete these Oracle installation steps before you proceed with the IDM Desktop and Capture installations. Next, you create a database for the shared statistics database.

Create a Data Source Name for the Shared Statistics DatabaseYou must create a Data Source Name (DSN) to the appropriate Oracle Server database on each workstation that will use the shared statistics database.

To create a Data Source Name for the shared statistics database

1. Start the Microsoft ODBC Administrator tool (ODBCAD32.exe).

2. Select the System DSN tab.

3. Click Add.

4. From the list of available ODBC database drivers, select Oracle Server.

NOTE If the Oracle Server does not appear on the list, the Oracle Client installation has not been configured correctly.

5. Click Finish to start the New Data Source wizard.

6. On the first screen of the wizard, enter the DSN string you want to use in the Data Source Name. Select the TNS Service Name and enter a User ID.

NOTE If the TNS Service Name does not appear on the list, the client listener piece of the Oracle Client installation has not been configured correctly.

Click OK.

7. Click Test Connection. The Oracle ODBC Driver Connect dialog box appears. Enter the password and click OK to test the connection. If this connection fails, verify the user information on the Oracle server first. If this is correct, verify the CLient Oracle Listener piece of the Oracle Client installation.

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Task 4e: Install IDM DesktopYou can install IDM Desktop before or after you install Capture for Content Services and Image Services. This chapter provides information on specific installation options and procedures for installing IDM Desktop for use with Capture.

For additional information on installing IDM Desktop, refer to the IDM Desktop Administrator’s Guide on the IBM Support site.

Install Upgrades and Fix PacksBefore you install Capture, your IDM Desktop system administrator should verify that all necessary upgrades and fix packs have been installed to accommodate the Capture software. See the FileNet Capture-Print-RCS Products Dependency Matrix on the IBM Support site for details.

Add LibrariesOnce you have installed IDM Desktop, use IDM Configure to add your libraries. Refer to the IDM Configure Online Help for more information.

Image Services LibrariesNOTE Only Capture Professional can be used with Image Services.

Add your Image Services libraries by entering the domain and organization names for the library or by importing a configuration file that includes the libraries. Refer to the IDM Desktop online help for additional information.

Content Services LibrariesAdd your Content Services libraries by specifying the Library name, System and Host machine names for the library, or by importing a configuration file that includes the libraries. Refer to the IDM Desktop online help for additional information.

Verify Workstation-to-FileNet System CommunicationAfter you’ve installed IDM Desktop and configured the libraries, establish a connection to the Image Services or Content Services library through IDM Desktop.

NOTE If you cannot connect to the library, do not proceed to the next step. Resolve the connection problem first.

Double-click the FileNet Neighborhood icon on the desktop and verify that you can log on to the library. If you cannot, refer to IDM Desktop Administrator’s Help and IDM Desktop Help to correct your configuration.

Once you have successfully logged on to the library, you should try to retrieve and view a document. If you can do this, your IDM Desktop installation is successful.

Continue with “Installation Tasks for Capture Desktop Workstations” on page 29 to install a Capture Desktop workstation.

Continue with “Installation Tasks for Capture Professional Workstations” on page 37 to install a Capture Professional workstation.

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Installation Tasks for Capture Desktop WorkstationsYou can install Capture using one of the following methods:

• “Normal Capture Installation” on page 29

• “Silent Capture Desktop Installation” on page 31

Task 5a: Normal Capture InstallationTo install Capture

1. Insert the Capture CD or browse to the location of the setup files. If the Capture Setup screen is not displayed on the screen, run Splash.exe. Follow the instructions in the wizard and in the table below.

In this window... Perform the following action...

FileNet Capture Setup Click Install Capture.

License Agreement Read the License Agreement and click I accept the terms.... You must accept the terms of the license agreement to proceed with the installation. You can print the license agreement.

Capture Product Selection

Select the Capture Desktop package you are installing.

• Capture Desktop - Scan (includes Scan, File Import, and DocEntry)

• Capture Desktop - File Import (includes File Import and DocEntry)

• Capture Desktop - DocEntry (includes DocEntry)

• Capture Professional - High Volume Scan

• Capture Professional - Low/Med Volume Scan

• Capture Professional - File Import

• Capture Professional - DocEntry

• Capture Professional - FaxEntry

Choose Destination Location

To install to the default folder, click Next. To install to a different folder, click Browse and select a location.

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Select Packages Select the packages you want to install.

• PDF/ Full Text OCR: select to install the optional Full Text OCR package. This software is provided in a separate package. You will be prompted to insert the CD or browse to its location. If you do not install the package at this time, you can use the instructions provided below to install it later.

• Capture DocProcessing: select to install the optional software Doc Processing package, and select either Standard Bar Codes (SBC) or Enhanced Bar Codes (EBC), as appropriate for your Capture license.

This software is provided in a separate package. You will be prompted to insert the CD or browse to its location. If you do not install the package at this time, you can use the instructions provided below to install it later.

NOTES

Do not select this software package if you will be using the Doc Processing features provided by a Kofax scanner interface card (hardware Doc Processing). The optional Doc Processing package cannot be installed on a system with a Kofax Virtual ReScan (VRS) software or scanner. Kofax licenses VRS to numerous scanner manufacturers. Check the scanner documentation to verify if VRS is part of the scanner software or installation.

After you install the software, if you want to switch to the other option, such as from SBC to EBC, you must uninstall the Capture software and reinstall, selecting the desired Doc Processing option.

Start Copying Files Review the selections. You can click Back to go back and change your selections, if necessary.

Capture Online Help Installation

For installation instructions, see “Installation Tasks for Documentation” on page 47. If you don’t have access to the Help files, you can click Skip.

Full Text OCR Setup If you selected Full Text OCR on the Select Packages page, when requested, insert the appropriate CD or browse to the location of the setup files, click setup.exe, and then click OK. See “Install the Full Text OCR Software” on page 48 for instructions.

Capture Doc Processing Setup

If you selected Capture Doc Processing on the Select Packages page, when requested, insert the appropriate CD or browse to the location of the setup files, click setup.exe, and then click OK. See “Install the Doc Processing Software” on page 49 for instructions.

In this window... Perform the following action...

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2. When the setup has finished, select the appropriate option for restarting your computer.

3. After the computer has restarted and you’ve logged in, the Capture installation process resumes. You may see a number of messages while the installer registers the various components.

4. If you have no more options to install, continue with “Installation Tasks for Documentation” on page 47 and then “Configuration Tasks” on page 51.

Task 5b: Silent Capture Desktop InstallationBefore you can perform a silent install, you must record a complete install on a single station. All your install preferences are recorded to a response file as described in “Record the Silent Install Script next. Later you can use the response file to execute a single command and replicate the installation on another station as described in “Run the Silent Install Script” on page 32.

NOTE The Kofax AIPE (Adrenaline Image Processing Engine) setup does not support silent installation. If you are going to install doc processing, you must first install AIPE on each station.

Record the Silent Install ScriptTo record the silent install script

If you will be installing doc processing during the record mode, you must install AIPE first. See “Install the Doc Processing Software” on page 49.

1. Open a command window and run the following command:

D:\>setup /r /f1"c:\capturesetup.iss"

This command generates a response file called capturesetup.iss (or any file name you specify) which contains the installation options you selected. You can specify a folder other than the root folder for the location of this file.

NOTES

• The response file is unique to an installation scenario. The configuration details in the recorded and the replicated systems must be identical. For example, the disk drive selected for the install in the response file must be the same as that used in the subsequent silent installations.

• There is no space between the f1 and the "c:\.

• The response file has to be accessible to each station that requires silent install. It can reside on a shared drive or it can be copied to each station.

2. The system displays the InstallShield Wizard dialog box as it prepares to install Capture. Follow the steps for a normal installation as described in “Normal Capture Installation” on page 29.

3. There are two methods for installing Full Text OCR software as part of a silent install.

Install Wizard Complete Select the appropriate option for restarting your computer. Then click Finish.

In this window... Perform the following action...

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• Installing Full Text OCR software as part of the Capture silent install. With this install method, select the PDF/Full Text OCR check box. You must specify a location for the Full Text OCR soft-ware CD. The location you specify should be a network resource or a secondary CD drive on the current computer. The location recorded in this step will be the location used by each of the sta-tions to find the Full Text OCR installation software while in Capture Professional Silent install mode.

• Installing Full Text OCR software separately. With this install method, you do not select the PDF/Full Text OCR check box. You install the Full Text OCR software after the Capture Profes-sional Silent installation is complete. This may be convenient if you do not have a network CD drive available or if your computer does not have two CD drives.

To install the Full Text OCR software separately from the Capture silent install, from a command window, run

setup /s

You must do this from the OCR CD location.

4. Continue with “Configuration Tasks” on page 51.

5. Continue with “Run the Silent Install Script” on page 32 to repeat the recorded steps on the next system in silent mode.

Run the Silent Install ScriptBefore you can perform a silent installation, you must have access to the response file generated as described in “Record the Silent Install Script” on page 31.

To run the silent install script

1. Copy the response file to the directory of your choice.

2. If you are installing doc processing as part of this silent install, you must install AIPE first. See “Install the Doc Processing Software” on page 49.

3. Open a command window and run the following command (or use the file name you specified):

D:\>setup /s /f1"c:\capturesetup.iss"

NOTE There is no space between the f1 and the "c:\.

This command executes the response file recorded in an earlier session.You can specify a folder other than the root folder for the location of this file.

See instructions for installing Full Text OCR software in the next step.

4. There are two methods for installing Full Text OCR software as part of a silent install.

• Installing Full Text OCR software as part of the Capture silent install. With this install method, select the PDF/Full Text OCR check box. You must specify a location for the Full Text OCR soft-ware CD. The location you specify should be a network resource or a secondary CD drive on the current computer. The location recorded in this step will be the location used by each of the sta-tions to find the Full Text OCR installation software while in Capture Professional Silent install mode.

• Installing Full Text OCR software separately. With this install method, you do not select the PDF/Full Text OCR check box. You install the Full Text OCR software after the Capture Profes-

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sional Silent installation is complete. This may be convenient if you do not have a network CD drive available or if your computer does not have two CD drives.

To install the Full Text OCR software separately from the Capture silent install, from a command window, run

setup /s

You must do this from the OCR CD location.

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5. After the silent install completes, the computer restarts automatically. After you log in, the Capture installation process resumes and you may see a number of messages while the installer registers the various components.

6. Continue with “Configuration Tasks” on page 51.

Log FilesNo message boxes are displayed when you install a system in silent mode. All install information is written to a log file. There are two log files for Capture: Capture setup and Full Text OCR.

The Capture setup file is called CaptureSetup.log and contains the following information:

• Product name

• Installation destination

• Which package the user selected

• Installation start time and end time

• Components added to Capture Manager

• Error messages such as “Please install Kofax DocProcessing before running Capture Setup in silent mode.”

The following is an example of a Capture Setup log file:

-------------Start of Install on 06-29-2007 15:00:46Product Name: FileNet Capture 5.2 SILENT MODEDestination folder: C:\Program Files\FileNet\Capture\Capture Record Activator selected.Begin copying files...Done copying files.After reboot at 15:04:10Added to Capture Manager: scan.ocxAdded to Capture Manager: imageimport.ocxAdded to Capture Manager: ImageVerify.ocxAdded to Capture Manager: kfimageprocess.ocxAdded to Capture Manager: blankpage.ocxAdded to Capture Manager: ZonalOCR.ocxAdded to Capture Manager: EventMgr.ocxAdded to Capture Manager: Assembly.ocxAdded to Capture Manager: index.ocxAdded to Capture Manager: indexverify.ocxAdded to Capture Manager: Merge.ocxAdded to Capture Manager: commit.ocxAdded to Capture Manager: printfax.ocxAdded to Capture Manager: RecordAct.ocx

The Full Text OCR log file is called CaptureFTOCR.log and contains the following information:

• Product name

• Start time and end time of installation

• Error messages

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The following is an example of a Full Text OCR log file:

-------------Start of Install on 6-19-2007 15:50:11Product Name: FileNet Capture Full Text OCR 5.2 Full Text OCR component is installed successfully.---------------End of Install on 6-19-2005 15:50:16

Task 6: Test the Scanner and Capture Desktop Installa-tionWhen you have completed the software installation process, use Capture Manage to configure the repository you will use. See “Configure using Capture Manager” on page 51.

When the repository is configured, use the steps below to verify that the scanner is functioning properly with the software.

Start Capture DesktopTo start Capture Desktop

1. From the Windows Toolbar, click Start and select Programs. Click FileNet Capture Desktop and then select Capture Desktop from the sub-menu.

2. If you are prompted, enter a user name and password.

When the program loads, you should see the Advanced Mode Capture Desktop window.

3. To specify the type of scanner you are using, open the Options menu from the toolbar and choose Select Scanner. Select the type of scanner you are using from the list displayed.

If you are using a Kofax board and you created a source during configuration of the Kofax Source Manager (KSM), select the source name you specified (such as “Kofax Engine 1”). Click OK.

Create a New Test Folder and BatchBefore you can scan (or capture) pages, you must create a batch.

To create a new test batch in your selected library

1. On the Capture Desktop screen, select the library you want to use from the Library list.

2. Next to the Batch Name field, click Browse to display the Select Batch dialog box.

3. Highlight your library name and click Create Folder. Enter your folder name and click OK.

4. With your new folder name highlighted, click Create Batch to display the Create Batch dialog box. Enter the batch name. Select the document class from the Document class list.

Click OK.

5. Click OK in the Select Batch dialog box to confirm the batch creation.

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Set Scanner SettingsTo configure scanner options

1. Select Scan on the Scan tab, and then click Advanced Settings. This displays the Scan Proper-ties dialog box.

The configuration options that are presented depend on the type of scanner you are using. For specific information on options available through the Extended Options, refer to the documentation provided with your scanner or scanner driver.

Scan a Test ImageTo scan a test image

1. From the Capture Desktop screen, verify that the Library field contains the correct library and that the Batch Name field contains your new batch.

2. Verify that your scanner is configured. Click Scan. Click Advanced Settings in the lower-right corner. If your scanner is configured, it appears in the Scanner field on the General tab.

If your scanner is not configured:

a. Click Select Scanner and select a scanner from the list.

b. Click Apply to add your scanner. Click OK to close the Advanced Settings list.

3. Place a test sheet in the scanner’s feeder tray or on the flatbed of the scanner.

4. In the Document Source section, verify that the Scan button is selected. Then click Scan on the lower-right corner of the screen to display the Scan window.

5. If you want to see the page in the Contents window, click the Enable Viewer check box in the lower left corner of the window.

6. Click Start at the top of the window. The scanner initializes and scans the test sheet.

7. If the page was successfully scanned, the newly-acquired image displays under the selected batch as a page icon in the Scan window. If you selected the Enable Viewer check box, the scanned page will display in the Contents window.

8. On the Scan screen, click Done at the bottom when you’ve finished. Depending on your scanner, a pop-up may ask you to confirm that you have finished. If you were not able to scan the page, verify the installation procedures.

9. You should delete this test batch when your scanner tests are complete.

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Installation Tasks for Capture Professional WorkstationsYou can install Capture Professional on workstations that are attached to scanners or not attached to scanners.

The Capture software installed on a scanning workstation enables you to scan documents, as well as import files, perform document processing functions, such as bar code detection, and perform verification and other steps prior to committal.

Capture workstation that are not used for scanning can be used for other document capture tasks, depending on which software package is installed. By distributing the non-scanning functions to other workstations, you can increase scanner throughput and productivity.

• Import files into the Capture system for committal. (Requires the File Import package.)

• Perform verification, assembly, indexing, and committal functions on previously-created batches in a distributed processing environment.

• Perform post-scan document processing functions, such as bar code detection, patch code detection, or image enhancement. (Requires the Doc Processing package.

You can install Capture Professional using one of the following methods:

• “Normal Capture Professional Installation” on page 37

• “Silent Capture Professional Installation” on page 40

Task 7a: Normal Capture Professional InstallationTo install Capture Professional (Normal)

1. Insert the Capture CD or browse to the location of the setup files. If the Capture Setup screen is not displayed on the screen, run Splash.exe. Follow the instructions in the wizard and in the table below.

In this window... Perform the following action...

FileNet Capture Setup Click Install Capture.

License Agreement Read the License Agreement and click Accept the terms.... You must accept the terms of the license agreement to proceed with the installation.

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Capture Product Selection

Select the Capture Professional package you are installing.

• Capture Desktop - Scan

• Capture Desktop - File Import

• Capture Desktop - DocEntry

• Capture Professional - High Volume Scan

• Capture Professional - Low/Med Volume Scan

• Capture Professional - File Import

• Capture Professional - DocEntry

• Capture Professional - FaxEntry

Choose Destination Location

To install to the default folder, click Next.

To install to a different folder, click Browse and select a location.

In this window... Perform the following action...

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Select Packages Select the packages you want to install.

• Scanner Support: selected if you didn’t choose FaxEntry on the previous screen.

• PDF/ Full Text OCR: select if you will also be installing the optional Full Text OCR package. This software is provided in a separate package. If you do not install a package at this time, you can use the instructions provided below to install it later.

• Advanced Document Recognition (ADR)

• Capture DocProcessing: select to install the optional software Doc Processing package, and select either Standard Bar Codes (SBC) or Enhanced Bar Codes (EBC), as appropriate for your Capture license.

Software Doc Processing is provided in a separate package. If you do not install a package at this time, you can use the instructions provided below to install later.

NOTES

Do not select this box if you will be using the Doc Processing features provided by a Kofax scanner interface card (hardware Doc Processing). The optional Doc Processing package cannot be installed on a system with a Kofax Virtual ReScan (VRS) software or scanner. Kofax licenses VRS to numerous scanner manufacturers. Check the scanner documentation to verify if VRS is part of the scanner software or installation.

After you install the software, if you want to switch to the other option, such as from SBC to EBC, you must uninstall the Capture software and reinstall, selecting the desired Doc Processing option.

• FaxEntry: selected if you chose FaxEntry on the previous screen.

Start Copying Files Review the selections. Click Back to go back and change your selections if necessary.

Capture Online Help Installation

For installation instructions, see “Installation Tasks for Documentation” on page 47. If you don’t have access to the Help files, you can click Skip.

Full Text OCR Setup If you selected Full Text OCR on the Select Packages page, when requested, insert the appropriate CD or browse to the location of the setup files, click setup.exe, and then click OK. See “Install the Full Text OCR Software” on page 48 for instructions.

In this window... Perform the following action...

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2. After the computer has restarted and you are logged in, the Capture installation process resumes. You might see a number of messages while the installer registers the various components.

3. If you have no more options to install, continue with “Installation Tasks for Documentation” on page 47 and then “Configuration Tasks” on page 51

Task 7b: Silent Capture Professional InstallationBefore you can perform a silent install, you must record a complete install on a single station. All your install preferences are recorded to a response file as described in “Record the Silent Install Script” below. Later you can use the response file to execute a single command and replicate the installation on another station as described in “Run the Silent Install Script” on page 41.

NOTE The Kofax AIPE (Adrenaline Image Processing Engine) setup does not support silent install. If you are going to install doc processing you must first install AIPE on each station.

Record the Silent Install ScriptTo record the silent install script

1. If you are installing doc processing during the record mode, you must install AIPE first. See “Install the Doc Processing Software” on page 49.

2. Open a command window and run the following command (or you can specify a file name):

D:\>setup /r /f1"c:\capturesetup.iss"

This command generates a response file capturesetup.iss (or the file name you specify) which contains the installation options you selected. You can specify a folder other than the root folder for the location of this file.

If you will be installing ADR (Advanced Document Recognition), you must select the Advanced Document Recognition (ADR) check box, and then install the ADR software.

NOTES

Advanced Document Recognition (ADR) Setup

If you selected ADR on the Select Packages page, when requested, insert the appropriate CD or browse to the location of the setup files, click setup.exe, and then click OK. See “Install the Advanced Document Recognition (ADR) Software” on page 48 for instructions.

Capture Doc Processing Setup

If you selected Capture Doc Processing on the Select Packages page, when requested, insert the appropriate CD or browse to the location of the setup files, click setup.exe, and then click OK. See “Install the Doc Processing Software” on page 49 for instructions.

Install Wizard Complete Select the appropriate option for restarting your computer, and then click Finish.

In this window... Perform the following action...

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• The response file is unique to an installation scenario. The configuration details in the recorded and the replicated systems must be identical. For example, the disk drive selected for the install in the response file must be the same as that used in the subsequent silent installations.

• There is no space between the f1 and the "c:\.

• The response file must be accessible to each station that requires silent install. It can reside on a shared drive or it can be copied to each station.

3. The system displays the InstallShield Wizard dialog box as it prepares to install Capture. Follow the steps for a normal installation as described in “Normal Capture Professional Installation” on page 37.

4. To install Full Text OCR software, use one of the following methods:

• Install Full Text OCR software as part of the Capture silent install. With this install method, select the PDF/Full Text OCR check box. You must specify a location for the Full Text OCR soft-ware CD. The location you specify should be a network resource or a secondary CD drive on the current computer. The location recorded in this step will be the location used by each of the sta-tions to find the Full Text OCR installation software while in Capture Professional Silent install mode.

• Install Full Text OCR software separately. With this install method, you do not select the PDF/Full Text OCR check box. You install the Full Text OCR software after the Capture Professional Silent installation is complete. This may be convenient if you do not have a network CD drive avail-able or if your computer does not have two CD drives.

To install the Full Text OCR software separately from the Capture silent install, from a command window, run

setup /s

You must do this from the OCR CD location.

5. Continue with “Configuration Tasks” on page 51.

6. Continue with “Run the Silent Install Script” on page 41 to repeat the recorded steps on the next system in silent mode.

Run the Silent Install ScriptBefore you can perform a silent installation, you must have access to the response file generated earlier. See “Record the Silent Install Script” on page 40.

To run the silent install script

1. Copy the response file to the directory of your choice.

2. If you will install doc processing as part of the silent install, you must install AIPE first. See “Install the Doc Processing Software” on page 49. If you will install Capture ADR software, it must be installed with the Capture 5.2 software as part of the silent install. Make a configuration file (adr.txt) for Capture ADR silent installation as described in the “Installation” section of the System Integration Guide (ADR) document on the Capture ADR CD. Also see “ADR Setup Parameters for Silent Installation” on page 42.

3. Open a command window and run the following command (or use the file name you specified):

D:\>setup /s /f1"c:\capturesetup.iss"

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NOTE There is no space between the f1 and the "c:\.

This command executes the response file recorded in an earlier session.

4. If you recorded installation of Full Text OCR software as part of the Capture silent install, it will install automatically at the specified location.

Otherwise, you can install the Full Text OCR software separately after completion of the silent install.

5. After the Silent install completes, the computer must restart to complete the installation. After you log in, the Capture installation process resumes. You might see a number of messages while the installer registers the various components.

6. Continue with “Configuration Tasks” on page 51.

ADR Setup Parameters for Silent InstallationIf you are installing Capture ADR 5.2, note that ADR must be installed during Capture 5.2 installation.

Create the ADR silent installation file (named Adr.txt in the following command example) as follows to specify the required information and any options.

[REQUIRED]LICENSE=123-4567890 (replace by the actual ADR license key)ACCEPT_LICENSE=YESLOCATION=Drive:\ (location of ADR setup.exe)[OPTIONAL] (remove any unused)MINIMUM=YESMODULE_RECOG=NOMODULE_RECOG_FREEFORM=NOMODULE_RECOG_MULTIVOTING=NOMODULE_DOCUMENTREVIEW=NOMODULE_CORRECTION=NOMODULE_COMPLETIONVERIFICATION=NOMODULE_SCRIPTEDEXPORT=NOTOOL_TSTUDIO=NOTOOL_DEFINER=NOTOOL_TEMPLATEEDITOR=NOTOOL_STATSREPORTER=NOTOOL_SCRIPTEDITOR=NOTOOL_RECOGTRAINER=NOTOOL_RECOGTESTTOOL=NOADREXAMPLES=NODOCUMENTATION=NO

To select complete installation of ADR, delete MINIMUM=YES.

To select minimum installation of ADR, keep MINIMUM=YES so that the tools, examples, documentation, free-form and multi-engine voting engines will not be installed.

To exclude specific modules from the installation, keep the item in the list that you do not want to install.

Example 1: To do a complete installation including all modules, documentation and examples:

[REQUIRED]LICENSE=123-4567890

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ACCEPT_LICENSE=YESLOCATION=Drive:\ [OPTIONAL]

Example 2: To do a complete installation except for the Recognition module:

[REQUIRED]LICENSE=123-4567890 ACCEPT_LICENSE=YESLOCATION=Drive:\ [OPTIONAL] MODULE_RECOG=NO

Example 3: To do a minimum installation:

[REQUIRED]LICENSE=123-4567890 ACCEPT_LICENSE=YESLOCATION=Drive:\ [OPTIONAL] MINIMUM=YES

Example 4: To do a minimum installation and exclude the Recognition module (other modules will be installed, based on license):

[REQUIRED]LICENSE=123-4567890 (replace by the actual ADR license key)ACCEPT_LICENSE=YESLOCATION=Drive:\ [OPTIONAL] MINIMUM=YESMODULE_RECOG=NO

The following command runs both Capture and ADR silent installation:

Setup.exe /s /f1”Capture record filename” /v”ADR_SILENT=\”ADR silent installation filename\””

For example: Setup.exe /s/f1”C:\Cap.txt” /v”ADR_SILENT=\”C:\Adr.txt\”

Log FilesNo message boxes are displayed when you install a system in Silent mode. All install information is written to a log file. There are two log files for Capture: Capture setup and Full Text OCR.

The Capture setup file is called CaptureSetup.log and contains the following information:

• Product name

• Installation destination

• Which package the user selected

• Installation start time and end time

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• Components added to Capture Manager

• Error messages such as “Please install Kofax DocProcessing before running Capture Setup in silent mode.”

The following is an example of a Capture Setup log file:

-------------Start of Install on 06-29-2007 15:00:46Product Name: FileNet Capture 5.2 SILENT MODEDestination folder: C:\Program Files\FileNet\Capture\Capture Record Activator selected.Begin copying files...Done copying files.After reboot at 15:04:10Added to Capture Manager: scan.ocxAdded to Capture Manager: imageimport.ocxAdded to Capture Manager: ImageVerify.ocxAdded to Capture Manager: kfimageprocess.ocxAdded to Capture Manager: blankpage.ocxAdded to Capture Manager: ZonalOCR.ocxAdded to Capture Manager: EventMgr.ocxAdded to Capture Manager: Assembly.ocxAdded to Capture Manager: index.ocxAdded to Capture Manager: indexverify.ocxAdded to Capture Manager: Merge.ocxAdded to Capture Manager: commit.ocxAdded to Capture Manager: printfax.ocxAdded to Capture Manager: RecordAct.ocxAdded to Capture Manager: fncaptureviewer.ocx

The Full Text OCR log file is called CaptureFTOCR.log and contains the following information:

• Product name

• Start time and end time of installation

• Error messages

The following is an example of a Full Text OCR log file:

-------------Start of Install on 5-19-2007 15:50:11Product Name: FileNet Capture Full Text OCR 5.2 Full Text OCR component is installed successfully.---------------End of Install on 5-19-2005 15:50:16

Task 8: Test the Capture Professional InstallationWhen you have completed the software installation process, use Capture Manager to configure the repository you will use. See “Configure using Capture Manager” on page 51.

When the repository is configured, use the following procedure to test the installation. If your Capture workstation will be used for scanning, configure the default scanner and verify that the scanner is functioning properly with the software.

Start Capture ProfessionalTo start Capture Professional

1. From the Windows Toolbar, click Start and select Programs. Click FileNet Capture, and then click Capture Professional from the sub-menu.

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2. Enter a user name and password if prompted to do so.

When the program loads, you should see three panes on the main Capture Professional window. The first pane (upper-left portion of the screen) is referred to as the tree view and is similar to Windows Explorer. You should see at least one node in the Tree view; this represents an available repository. (You should always see the Local Repository and any other available repositories.)

Connect to a RepositoryUse the following steps to verify that Capture can connect to a repository and open a batch there.

To connect to a repository

1. Open the repository in the Tree view.

2. If permitted by your system administrator, you should be able to expand the batches and folders and display the contents of any batches that have already been created on the repository.

Set the Default Scanner (for scanning workstations)To set the default scanner, you will configure the Scan component for the default settings collection. Capture uses this scanner configuration whenever a batch is created using the default settings collection.

To select the scanner to be used as the default scanner

1. Open the Local Repository in the Tree view. (Because you are doing this configuration as part of a test, do not use a remote or BES repository at this time. Limit your configuration changes and testing to the local repository.)

2. Open the Config folder.

3. Open the Settings node. Highlight the DefaultSettings object.

4. To select the scanner, select the Tools command from the menu bar, and then click Configure. Select Scan from the list of components. This displays the FIleNet Capture Scan Properties dialog box.

5. Click Select Scanner on the General tab. Select the type of scanner you are using from the list displayed. If you are using a Kofax board and you created a source during configuration of the Kofax Source Manager (KSM), select the source name you specified (such as “Kofax Engine 1”).

Click OK when you’ve finished

6. To configure scanner options, select a category from the Extended Options list or use the options on the other tabs on the Scan Properties page. Note that any settings you configure here will be used for all batches based on the DefaultSettings settings collection.

If you want to set configuration settings differently for individual batches, select the batch from the Tree view (rather than from the DefaultSettings object in the Config folder), and then select Tools > Configure > Scan to display the Capture Scan Properties dialog box.

Click Help to display information about the options on each tab.

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Create a New Test BatchBefore you can scan (or “capture”) pages, you must create a batch.

To create a new test batch on the Local Repository

1. Right-click the Local Repository node in the Tree view.

2. Select the New Batch command from the context menu. This displays the New Batch dialog box. Complete the dialog box as follows:

a. Enter Test in the Batch Name field.

b. Select DefaultTemplate for the template.

3. Click OK to create the batch.

Scan a Test Image To scan a test image

1. From the Tree view, highlight the name of the batch you just created.

2. Place a test sheet in the scanner’s feeder tray or on the flatbed of the scanner.

3. From the Tools menu, click Configure. Then select the Scan component. This displays the Scan Properties dialog box.

4. The scanner you selected earlier should appear in the Scanner field. If it does not, click Select Scanner and then select your scanner type from the list.

5. Click OK to close the configuration dialog box.

6. From the Tools menu, click Start. Then select Scan. The scanner initializes and the scanner scans the test sheet.

7. If the page was successfully scanned, the page displays under the selected batch as a page icon in the List view of the Capture window. Double-click this page icon to display the page in the Workspace view.

If you were not able to scan the page, verify the installation procedures.

8. You can delete this test batch when your scanner tests are complete.

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Installation Tasks for DocumentationThe documentation for FileNet Capture includes the Capture Administrator’s Guide in .pdf format, and help files in .chm format for Capture Professional, Capture Desktop, Capture Manager, and FaxEntry.

The help files are installed with the Capture software. If you don’t have access to the Help files, you can click Skip on the Capture Online Help Installation page.

You can install the manuals before or after you install the software.

Task 9: Install the Capture Help FilesThe Capture help files are installed in the following location: C:\Program Files\FileNet\Capture\Programs. You can install the help files during the software installation, or you can install them later.

To install the Capture help files while you are installing the software

1. During the Capture installation, when requested, insert the FileNet Capture Documentation CD or browse to the location of the Help files (CapDocs) and click OK.

Once you’ve inserted the CD or located the Help files, the help files are installed automatically according to the Capture component(s) that are on your system.

To install the Capture help files after you install the software

1. Browse the Capture Documentation CD.

2. For Capture Professional, locate \Cap_Docs\CapPro and copy capman.chm and CAPTURE.chm to C:\Program Files\FileNet\Capture\Programs.

For Capture Desktop, locate \Cap_Docs\CapDsktp\ and copy Capdesk.chm to C:\Program Files\FileNet\Capture\Programs. Then locate \Cap_Docs\CapPro and copy capman.chm and CAPTURE.chm to C:\Program Files\FileNet\Capture\Programs.

For Capture Professional FaxEntry, locate \Cap_Docs\CapPro\ and copy faxentry.chm, capman.chm, and CAPTURE.chm to C:\Program files\FileNet\Capture\Programs.

Task 10: Install the Capture ManualsTo install the Capture manuals

1. Insert the Capture Documentation CD. Open the Cap_Docs folder and double-click about_docs.htm. This file describes the Capture documents that are available and their loca-tions on the CD.

2. The Capture Administrator’s Guide is in the CapPro folder. The Capture Installation and Upgrade Guide is in the Install folder.

3. Select the manual(s) you want to copy. Then choose Edit > Copy.

4. Navigate to a location on your local machine where you want to store the manual(s) and choose Edit > Paste.

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Installation Tasks for Optional Packages You can install the optional packages--Full Text OCR and Doc Processing--during or after the Capture installation. You install ADR as part of the Capture installation.

Task 11: Install the Full Text OCR SoftwareYou can install FTOCR 5.2 after Capture installation by running FROCR setup.

To install the full text OCR software

1. Insert the Full Text OCR CD (OCR-2-PDF) in your drive or browse to the location of the setup files. Click setup.exe and then click OK.

2. If this is the last package you’re installing, continue with “Installation Tasks for Documentation” on page 47 and then “Configuration Tasks” on page 51.

Task 12: Install the Advanced Document Recognition (ADR) SoftwareCapture ADR is available only for Capture Professional.

CAUTION

In Capture 5.2, you install ADR as part of the Capture installation, so ADR is automatically installed in the same drive as Capture Professional. If you have installed Capture Professional in a location other than the default c: drive, (for example, d: drive) ADR will be installed at the same location. In this case, the settings properties values in the ADR examples must be modified for the new location since they are hardcoded for the default location.

NOTES

• In a Capture environment, all ADR workstations must be running the same version of ADR.

• ADR is not supported connected to Content Services (CS) libraries.

• To install ADR after Capture 5.2 setup is complete, you must rerun Capture 5.2 setup from Add/Remove program in the Control Panel and install ADR. To upgrade from a previous version of ADR, you must uninstall the previous ADR version.

To install the ADR software

1. At the prompt, insert the ADR CD in your drive or browse to the location of the setup files.

2. Follow the instructions in the wizard and in the table below.

In this window... Perform the following action...

Software License Authorization Key

Enter your license key.

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3. If this is the last package you’re installing, continue with “Installation Tasks for Documentation” on page 47 and then “Configuration Tasks” on page 51.

Task 13: Install the Doc Processing SoftwareYou can install AIPE 4.10 after Capture installation by running AIPE v4.10 setup, and then manually add KFImageProcess.ocx to CaptureMgr.

To install the Doc Processing software

1. Insert the Kofax Adrenaline CD in your drive or browse to the location of the setup files. Click setup.exe and then click OK. Follow the instructions in the wizard and in the table below.

License Agreement Read the Software and License Agreement and click I accept the terms in the license agreement. You must accept the terms of the license agreement to proceed with the installation.

Setup Type Click the setup type you need for your workstation.

If you select the Custom setup type, click a feature’s icon to view the installation options for that feature. For information about a feature, click its name. A description is displayed on the right side of the page.

Working Folder (for batches)

The working folder is used by modules to share data.

To install to the default folder, click Next. To install to a different folder, click Browse and select a location.

Ready to Install the Program

Click Install to begin the installation.

InstallShield Wizard Completed

Click Finish.

In this window... Perform the following action...

Kofax Installation Manager

Read the instructions and click Next.

Verify that the Adrenaline Image Processing Engine is selected.

To install to the default folder, click Next. To install to a different folder, click Browse and select a location.

Follow the prompts in the wizard.

In this window... Perform the following action...

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2. If this is the last package you’re installing, continue with “Installation Tasks for Documentation” on page 47 and then “Configuration Tasks” on page 51.

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Configuration Tasks Before you can connect Capture Desktop or Capture Professional to your libraries or object stores, you must use Capture Manager to configure repository sessions for each library and/or object store for your workstation. If you’re configuring a shared repository, see “Configure SQL Server for Shared Repositories” on page 23 or “Configure Oracle Server for Shared Repositories” on page 26.

NOTE

• A single Capture workstation can connect to only one version of Content Engine at a time. That is, you can't connect to a CE 4.0x and a CE 3.5x object store from the same workstation.

Task 14: Configure using Capture ManagerTo configure using Capture Manager

1. From the Windows Toolbar, click Start and select Programs. Click FileNet Capture Desktop or FileNet Capture Professional, and then select Capture Manager .

Tip

Capture installation places a shortcut to Capture Manager on your desktop that you can use to launch Capture Manager. This shortcut cannot be used with Vista operating system.

2. In Capture Manager window, click Add in the Repositories section. The system displays the Add Repository dialog box.

3. In the Add Repository dialog box, specify a repository session name in the Repository Session Name field. The repository session name defines an alias for the repository.

Select the repository type from the list in the Repository Type field.

Select the library for the repository session from the Available Object Stores list box.

If CE Client Connectivity has not been configured, selecting a CE repository displays the following error message:

Selected repository types requires installation of Content Engine Client Connectivity software.

For more information on Content Engine Client Connectivity, see “Establish Content Engine Client Connectivity” on page 20.

If IDM desktop has not been installed, selecting a CS repository displays the following error message:

Selected repository types require installation of FileNet IDM Desktop.

4. Select an Available Library or Object Store.

5. Type the user name in the User Name field to automatically log in to the library or object store when Capture starts. If you leave this field blank, the operator will be prompted to enter the information each time Capture starts.

If you entered a user name, type the associated password in the Password field. If you leave this field blank and a password is required, the operator will be prompted to enter the password each time Capture starts.

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For shared repositories only, type the Data Source Name configured in Microsoft’s ODBC Data Source Administrator utility.

NOTE If you are using Windows NT authentication, these fields will be disabled.

If you configured a shared repository, enter the Data Source Name.

Click OK to add the repository.

6. When you have configured all the necessary repositories, click Close.

For Capture Desktop, continue with “Test the Scanner and Capture Desktop Installation” on page 35.

For Capture Professional, continue with “Test the Capture Professional Installation” on page 44

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Upgrade Planning and Procedures

This upgrade section contains the following major topics:

• “Upgrade Kofax-interfaced Scanners” on page 53

• “Upgrade Fax Entry Workstations” on page 54

• “Upgrade Capture Professional 5.0.1 or 5.1 to Capture Professional 5.2” on page 54

• “Upgrade Capture Desktop 5.0.1 or 5.1 to Capture Desktop 5.2” on page 55

• “Upgrade Capture ADR” on page 56

NOTES

• Two new DLL’s are provided with this release:

• CaptureHelper2.dll replaces CaptureHelper51.dll

• CapResHelper2.dll replacesCapResHelper51.dll

The new DLL’s are for components compiled with the VC2005 compiler. The old DLL’s are for components compiled with VC6. For this release, the older DLL’s are supported. However, the older DLL’s will be decommissioned in the future, so new components should be written with VC2005.

• The Custom Component Creation Wizard is not available with this release.

• You can display the software release version and patch level from the About box. To display the About box, select the Help option from the main menu, then click About.

• If you want to add a third-party component to an existing installation, you must re-install your existing components and install the new component.

Task 15a: Upgrade Kofax-interfaced ScannersTo reinstall the Kofax Adrenaline Image Processing Engine (AIPE), you must uninstall the current version. Once AIPE has been reinstalled, you must reselect your scanner.

The initialization of Doc Processing can be affected by some external factors such as Kofax AIPE setup, Capture setup, and Kofax source configuration. To avoid problems with Doc Processing initialization, you should reselect the Kofax source for Doc Processing after any of the following actions:

• Installation or upgrade of Kofax AIPE software

• Installation or upgrade of Capture software

• Modification or removal of the selected Kofax source of Doc Processing by running the KSM program in the Control Panel

If you are installing a new Kofax scanner interface board, install the Kofax configuration software and runtime files at the same time you install the board. Refer to the Kofax documentation for complete instructions.

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If you are using the same board that you used for a previous Capture release, update the Kofax runtime files for that board before you install Capture 5.2.

Pixel Translations (Scan/ISIS or SCSI) ScannersCapture 5.2 automatically installs Pixel Translations scanner drivers for many popular scanners. After Capture is installed:

• For Capture Professional: Select a batch, and then select Tools from the menu bar. Select Configure and then Scan to display the scanner configuration property page. Click Select Scanner to display the list of available scanners.

• For Capture Desktop: Select Options from the menu bar and then select Select Scanner from the list to display a dialog box that includes a list of the available scanners.

In addition to the scanners supported directly with Capture, you may use Pixel Translations drivers included with specific scanners or those provided directly by Pixel Translations. Refer to your scanner manufacturer’s web site for updates and additional information. (Capture 5.2 is compatible with any ISIS driver that is based on the Pixel Translations toolkit.)

For more information, please see the Scanner Support Policy on the IBM Support site. See “Accessing IBM FileNet Documentation” on page 7 for more information.

After the scanner and driver are installed and the scanner is tested, install Capture.

Task 15b: Upgrade Fax Entry WorkstationsIf you have enabled the journal log on your fax station, you must delete the old log (FEJrn.log by default) from the \FaxEntry\Journal directory before you upgrade your fax station. If you want to save the data in the file, you should commit the log file or save it on another location. This is necessary because journal log files between some Capture releases are not compatible and may cause an error when the new log entries are added to the old log file.

Task 16a: Upgrade Capture Professional 5.0.1 or 5.1 to Capture Professional 5.2Generally, if you are upgrading to Capture Professional 5.2, you do not need to uninstall Capture Desktop 5.0.1 or 5.1. However, there are certain restrictions when you upgrade from one Capture package to another.

• You cannot upgrade directly from Capture Desktop to Capture Professional. You must first uninstall Capture Desktop and then upgrade to Capture Professional.

• If you are upgrading and your new setup contains fewer components, you must uninstall the Capture 5.0.1 or 5.1 package before you install Capture 5.2. For example, if you have Capture Professional for Hi-Volume Scan v5.1 and you’d like to upgrade to Capture Professional for DocEntry v5.2, you must uninstall Capture 5.1 before you install Capture 5.2.

If you are installing Capture Professional 5.2 on a workstation that is running a 5.0.1 or 5.1 release of Capture, you’ll want to preserve local settings, templates, and Capture path.

NOTE If you are upgrading from Capture 5.1 to 5.2, when you reboot after the upgrade, you will be prompted to insert the Capture 5.2 installation CD or provide a path to the installation file.

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To preserve local settings templates, and capture path

1. To make a backup of your local repository, copy the associated .mdb file to a safe location.

2. If you are using the local repository for purposes other than a backup, copy all the customized capture paths, settings, and templates located there to a safe location.

NOTE Your local repository will be deleted if you uninstall Capture 5.0 or 5.1, and all customized capture paths, settings, and templates will be lost if they are not backed up.

3. Install Capture 5.2.

Task 16b: Upgrade Capture Desktop 5.0.1 or 5.1 to Capture Desktop 5.2Generally, if you are upgrading to Capture Desktop 5.2, you do not have to uninstall the previous version of Capture Desktop.

However, there are certain restrictions when you upgrade from one Capture package to another.

• You cannot upgrade directly from Capture Professional to Capture Desktop. You must first uninstall Capture Professional before you upgrade to Capture Desktop.

• If you are upgrading and your new setup contains fewer components, you must uninstall the previous version of Capture before you install Capture 5.2.

If you are installing Capture Desktop 5.2 on a workstation that is running Capture Desktop 5.0 or 5.1, you will want to preserve data, settings, and templates on the local workstation before you proceed.

NOTE If you are upgrading from Capture 5.1 to 5.2, when you reboot after the upgrade, you will be prompted to insert the Capture 5.2 installation CD or provide a path to the installation file.

To preserve data, settings, and templates on the local workstation

1. Finish all processing and add all batches to the appropriate library.

2. To back up custom settings, folders or batches associated with your libraries, make a copy of the database ([LibraryName]DS.mdb) file for each library and store it in a backup folder.

3. Install Capture Desktop 5.2.

4. You will be asked if you want to use the previous library file. This file contains the folders, batches and a link to customized settings for the corresponding library. (You will get a separate prompt for each repository that was configured for the previous installation.)

5. Restart your workstation when prompted.

NOTES

• If you choose Yes to use the existing repository, all your custom folders, batches, and settings files should be retained.

• If you choose not to use the previous version, all customized folders, batches and settings files will be overwritten by a blank database file.

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6. If you accidentally initialized the database, or if your customizations are not available for some other reason, you can restore the library database file by using the backup of the file you copied in step 2.

Task 16c: Upgrade Capture ADRUse Control Panel > Add or Remove Programs to uninstall the previous version of Capture ADR before you install Capture 5.2 with the new version of ADR.

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Remove Software

This topic includes

• “Remove Capture Desktop or Capture Professional” on page 58

• “Remove Full Text OCR” on page 58

• “Remove Advanced Document Recognition” on page 58

• “Remove Capture Documentation” on page 58

NOTE Uninstalling Capture does not remove all the vendor software that is used by Capture.

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Remove Capture Desktop or Capture ProfessionalNOTES

• Capture Manager is removed when you uninstall Capture Desktop or Capture Professional.

• Uninstalling Capture does not remove all the vendor software that is used by Capture.

To remove Capture Desktop or Capture Professional

NOTE When you remove Capture from your system, Capture Doc Processing is also removed.

1. Navigate to Control Panel > Add/Remove Programs.

2. Select FileNet Capture 5.2. Then click Remove. Follow the instructions in the wizard.

Remove Full Text OCRTo remove Full Text OCR

1. Navigate to Control Panel > Add/Remove Programs.

2. Select FileNet Capture Full Text OCR 5.2. Then click Remove. Follow the instructions in the wizard.

Remove Advanced Document RecognitionTo remove Advanced Document Recognition

1. Navigate to Control Panel > Add/Remove Programs.

2. Select FileNet Capture ADR. Then click Remove.

3. Verify that you want to remove the software.

Remove Capture DocumentationThe Capture help files are removed automatically when you uninstall Capture Desktop or Capture Professional.

To remove the Capture manuals (PDF files)

1. Navigate to the location where you copied the Capture manuals. See “Installation Tasks for Docu-mentation” on page 47 for more information.

2. Select the files and press Delete.

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Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in other coun-tries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user’s responsibility to evaluate and verify the operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing, to:

IBM Director of LicensingIBM CorporationNorth Castle Drive Armonk, NY 10504-1785U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to:

IBM World Trade Asia CorporationLicensing2-31 Roppongi 3-chome, Minato-kuTokyo 106-0032, Japan

The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are peri-odically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the pro-gram(s) described in this publication at any time without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web

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sites are not part of the materials for this IBM product and use of those Web sites is at your own risk.

IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you.

Licensees of this program who wish to have information about it for the purpose of enabling: (i) the exchange of information between independently created programs and other programs (including this one) and (ii) the mutual use of the information which has been exchanged, should contact:

IBM CorporationJ46A/G4555 Bailey AvenueSan Jose, CA 95141-1003U.S.A.

Such information may be available, subject to appropriate terms and conditions, including in some cases, payment of a fee.

The licensed program described in this document and all licensed material available for it are pro-vided by IBM under terms of the IBM Customer Agreement, IBM International Program License Agreement or any equivalent agreement between us.

Any performance data contained herein was determined in a controlled environment. Therefore, the results obtained in other operating environments may vary significantly. Some measurements may have been made on development-level systems and there is no guarantee that these mea-surements will be the same on generally available systems. Furthermore, some measurements may have been estimated through extrapolation. Actual results may vary. Users of this document should verify the applicable data for their specific environment.

Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products.

All statements regarding IBM’s future direction or intent are subject to change or withdrawal without notice, and represent goals and objectives only.

This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, compa-nies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental.

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COPYRIGHT LICENSE

This information contains sample application programs in source language, which illustrate pro-gramming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming inter-face for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reli-ability, serviceability, or function of these programs.

TrademarksThe following terms are trademarks of the International Business Machines Corporation in the United States, other countries, or both:

Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corpora-tion in the United States, other countries, or both.

UNIX is a registered trademark of The Open Group in the United States and other countries.

This product incorporates Outside In® (7.5) Conversion Technologies, a product of Stellent, Inc. Stellent, Inc. assumes no liability for any claim that may arise regarding this incorporation. In addition, IBM disclaims all warranties, both express and implied, arising from the use of Outside In Conversion Technologies. Copyright ©1991-2003 Stellent, Inc., Chicago. All rights reserved.

This software is based in part on the work of the Independent JPEG Group.

Portions of this product Copyright © 1991-2003 Pixel Translations, a Division of Captiva Software Corporation.

Portions of this product Copyright © 1993-2003 Kofax Image Products.

Portions of this product Copyright © 1991-1997 Seagate Software, Inc. All rights reserved.

Portions of this product Copyright Microsoft Corporation, 1997-2003.

Other company, product, and service names may be trademarks or service marks of others.

U.S. Patents DisclosureThis product incorporates technology covered by one or more of the following patents: U.S. Patent Numbers: 6,094,505; 5,768,416; 5,625,465; 5,369,508; 5,258,855.

IBM AIX DB2

ibm.com FileNet

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Index

AActive Directory domain, join 20adapter card

Kofax 18SCSI 18

Advanced Document Recognition (ADR) 39

Bback up BES Config folder 22batch, create 35, 46bes_clean 22

CCapture Desktop

install 29select scanner 35start 35

Capture Managerconfigure 51

Capture Professionalinstall 37start 44

checklist for system setup 18configuration tasks 51configure

Capture Manager 51Image Services 21scanner settings for Capture Desktop 36SQL server for shared repositories 23SQL server for shared statistics database 24

Content EngineCapture workstations 12establish connectivity 20install 20system configuration worksheet 16

Content Servicesinstall 19system configuration worksheet 15

DData Source Name, create 23, 24, 26, 27distributed processing 37DocProcessing 30, 39document class 20, 21document processing functions 37documentation

install 47manuals and help 7updates 9

domain name 22

Hhardware requirements 10

IIDM Desktop

add libraries 28Capture workstations 11Content Services 11install 28requirements 11

Image ServicesCapture workstations 12install 21system configuration worksheet 17

installCapture Desktop (normal) 29Capture Desktop (silent) 31Capture Professional (normal) 37Capture Professional (silent) 40Content Engine 20Content Services 19Doc Processing software 49documentation 47Full Text OCR software 48IDM Desktop 28Image Services 21planning 9record silent install script 31, 40run silent install script 32, 41tasks for scanning workstations 29

Jjoin Active Directory domain 20

KKofax 31

adapter card 18Hardware Runtime Files 18, 19Source Manager 19toolkit 18upgrade 53

Kofax toolkit 13Kofax VRS 13

Llog files 34, 43

Mmemory requirements 10

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Nnon-scanning workstation

description of 10

PPDF/ Full Text OCR 30, 39Pixel Translations toolkit 12post-scan document processing 37processor requirements 10

Rremove software 57requirements

hardware 10IDM Desktop 11memory 10processor 10scanner 12workstation 10

Sscan a test image 36, 46scanner requirements 12scanner settings, configure for Capture Desktop 36scanning workstations, install software 29, 37SCSI adapter card 18software release version 7, 53system configuration worksheet

Content Engine 16Content Services 15Image Services 17

system requirementshardware 10

system setup checklist 18

Ttest

Capture Desktop installation 35Capture Professional installation 44image 36, 46

toolkitPixel Translations 12

toolkit Kofax 13

Uupgrade 53

Capture Desktop 55Capture Professional 54fax entry workstations 54Kofax 53Pixel 54

VVirtual ReScan scanner (VRS) 13

Wworksheets

configuration for Content Engine 16configuration for Content Services 15configuration for Image Services 17

workstation requirements 10workstation setup checklist 18

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