IBM FileNet Capture

Version 5.2

Installation Guide

GC31-5580-00

IBM FileNet Capture

Version 5.2

Installation Guide

GC31-5580-00

All rights reserved. duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. 5 This edition applies to version 5. . © Copyright International Business Machines Corporation 2001.2 of IBM FileNet Capture (product number 5724-R77) and to all subsequent releases and modifications until otherwise indicated in new editions. 2008.Note Before using this information and the product it supports. read the information in “Notices” on page 59. US Government Users Restricted Rights – Use.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Content Services and IDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Task 1: Record Configuration Information for Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Task 5b: Silent Capture Desktop Installation . . . . . . . . . . . . . . . . . . . . . . Task 4a: Configure SQL Server for Shared Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 4b: Configure SQL Server for Shared Statistics Database . . . . . . . . . . . . . . . . . . . . . 37 Task 7b: Silent Capture Professional Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 4d: Configure Oracle Server for Shared Statistics Database . . . . . Task 4e: Install IDM Desktop . . . . . . . . . . . . . . . . . . . . Task 3: Configure Your Server for Capture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Accessing IBM FileNet Documentation . . . . . . . . . . . . . . . . . . . . . . . . . Task 4c: Configure Oracle Server for Shared Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Task 7a: Normal Capture Professional Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Kofax Image Products Interface Cards . . 7 Revision Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Plan the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Task 6: Test the Scanner and Capture Desktop Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Content Engine and Capture Workstations. . . 13 Pre-installation Tasks. . . . . . 14 18 19 19 20 21 23 24 26 27 28 Installation Tasks for Capture Desktop Workstations . . . . . . . . . . . . . . . 9 Workstation Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 2: Workstation Setup Checklist . . . . . . . . . . . . . . . . . . . 12 Pixel Translations (ISIS) Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 3b: Install Content Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .INSTALLATION AND UPGRADE GUIDE 5 Contents Contents About the Installation Guide . . . . . . . . . . . . . . . . . . . 29 Task 5a: Normal Capture Installation . . . . . . . . . . IDM Desktop and Capture Workstations. . . . . . . . . . . . . . . . . . . . . . . . . . Task 3c: Install Image Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 11 11 12 12 Scanner Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 3a: Install Content Services . . . . . . . . 7 Related Documentation . . . . . . . . . . . . . . . Image Services and Capture Professional Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Installation Planning and Procedures . . . . . 35 Installation Tasks for Capture Professional Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Task 8: Test the Capture Professional Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 . . . . . . . . . . . . 10 Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . 48 Task 13: Install the Doc Processing Software. . . . . . . . . Task 15b: Upgrade Fax Entry Workstations . . . 58 Remove Capture Documentation. . . . . . . .1 to Capture Desktop 5. . . . . . 47 Task 9: Install the Capture Help Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Task 15a: Upgrade Kofax-interfaced Scanners . . . . . . . . . . . . . . . . 58 . . . . . .2 . . . . . . . . . . . . . . . . . . 57 Remove Capture Desktop or Capture Professional. . . . . . . . . . . .1 to Capture Professional 5. . . . 53 54 54 55 56 Remove Software. . . . . . . . . . . . . . . . . . . . .1 or 5. . . . . . Task 16c: Upgrade Capture ADR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Remove Advanced Document Recognition . . . . . . . . . . . . . 47 Task 10: Install the Capture Manuals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Remove Full Text OCR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Task 12: Install the Advanced Document Recognition (ADR) Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .INSTALLATION AND UPGRADE GUIDE 6 Contents Installation Tasks for Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 or 5. . . . . . . . . . 48 Task 11: Install the Full Text OCR Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 16a: Upgrade Capture Professional 5. . . . . 49 Configuration Tasks . . .0. 51 Upgrade Planning and Procedures . . . . . . . . . . . . . . . . . . . . . . . . . .0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Installation Tasks for Optional Packages. . . . . 51 Task 14: Configure using Capture Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 16b: Upgrade Capture Desktop 5. . . . . . . . . . . . . . . . . . . . . . . . .

refer to the Image Services System Administrator’s Handbook and Image Services System Administrator’s Companion. 3.INSTALLATION AND UPGRADE GUIDE 7 About the Installation Guide About the Installation Guide In this guide. You are familiar with configuring and installing peripheral components if you are performing your own hardware integration. For a list and a description of all the Capture manuals. NOTES • • If you are upgrading or converting a workstation from an earlier release of Capture. you’ll find the following information and instructions: • • • A planning section with a link to the system requirements and release notes. For information about FileNet Image Services software. please refer to “Upgrade Planning and Procedures” on page 53. 2.com/software/data/support). From the Product Support page. b. You can display the software release version from the application software About box. 4. This manual makes the following assumptions: • • You are familiar with general PC operations and basic Windows commands. click the Doc Link for the appropriate component product to display the document list.ibm. From the Product Documentation page a. click Product Documentation under Learn. . Related Documentation This section lists other documentation to refer to when installing and using your Capture workstation. including how to configure your server for FileNet Capture. Instructions for pre-installation tasks. Instructions for installing FileNet Capture Desktop and Capture Professional. Select the appropriate IBM FileNet product from the Select a category list. Navigate to the Information Management support page (www. select the Help option from the main menu and then click About. To display the About box. If necessary. please refer to the FileNet Capture Documentation Roadmap. Click the icon in the appropriate release column to access the document you need. Accessing IBM FileNet Documentation To access documentation for IBM FileNet products: 1.

INSTALLATION AND UPGRADE GUIDE 8
Revision Log

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 02/01/07 Revision Initial release.

Installation Planning and Procedures

INSTALLATION AND UPGRADE GUIDE 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.

INSTALLATION AND UPGRADE GUIDE 10
Workstation Requirements

Workstation Requirements
This 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 CapturePrint-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 Requirements
Following 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.

Also. Fax Entry Capture Professional. Be sure to restart your workstation immediately after installing IDM Desktop. NOTE As of the Capture 4.0 GA release. refer to the IDM Desktop Administrator’s Help and IDM Desktop Help. File Import Disk Space Usage (approximate) 240 MB 260 MB 190 MB 190 MB Optional Software Doc Processing 20 MB IDM Desktop and Capture Workstations You can Install IDM Desktop and configure your libraries or repositories before or after you install Capture. Refer also to the updated Capture Release Notes posted on the IBM Support site. To install IDM Desktop and configure your libraries. scan workstations require a scanner and compatible scanner interface card (see “Scanner Requirements” on page 12 for details). See “Accessing IBM FileNet Documentation” on page 7 for information. Scan Capture Professional. Kofax hardware and the optional software Doc Processing package (also from Kofax) are supported only on single-processor computers. Please see the FileNet Capture-Print-RCS Products Dependency Matrix on the IBM Support site for details. you must install IDM Desktop before you configure Capture Manager.com for updates to this requirement. the values below do not include storage requirements for images and configuration objects stored locally on the workstation. Approximate Disk Space Usage Requirements Disk space requirements vary depending on the options selected and the scanner package that’s installed. .IDM Desktop and Capture Workstations INSTALLATION AND UPGRADE GUIDE 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. NOTE If you are connecting to an Image Services or Content Services repository. Also see information from Kofax at www. Content Services and IDM Desktop If your Capture Workstation is connected to a Content Services server. 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. Software Capture Desktop Capture Professional.kofax. See also “Install IDM Desktop” on page 28 for more information. you must use the correct version of IDM Desktop to access the CS repositories.

and interface card used. as is the list of scanners supported with the above cards. your Content Services system administrator should make sure that all necessary upgrades and fix packs have been installed to accommodate the Capture software. your Image Services system administrator should make sure that all necessary upgrades and fix packs have been installed to accommodate the Capture software. Capture 5. Image Services and Capture Professional Workstations Before you install Capture Professional. Pixel Translations (ISIS) Drivers The Pixel Translations toolkit requires ISIS drivers and the appropriate interface. Contact your scanner vendor for updates to the scanner driver. In addition. Pixel Translations currently tests their software with the following SCSI card from Adaptec: • AHA-29160 The above list is subject to change. Content Engine and Capture Workstations Before you install Capture. Please see the FileNet Capture-Print-RCS Products Dependency Matrix located on the IBM Support site for details.2 is compatible with any ISIS driver that is based on the Pixel Translations ISIS 8. Scanner Requirements Capture communicates with the scanner through software toolkits from Pixel Translations or Kofax Image Products.Content Engine and Capture Workstations INSTALLATION AND UPGRADE GUIDE 12 Before you install Capture. Please see the FileNet Capture-Print-RCS Products Dependency Matrix located on the IBM Support site for details. Note that Capture requirements may be superseded by IDM Desktop requirements. These toolkits.com and to the Adaptec web site at www.0 toolkit.pixtran. Support for a specific scanner depends on the combination of toolkit. driver. Refer to the Pixel Translations web site at www. in turn. .adaptec. your Content Engine system administrator should make sure that all necessary upgrades and fix packs have been installed to accommodate the Capture software.com for updates and additional information. require specific scanner interface cards and scanner drivers. your Image Services server must be running the Image Services release required by IDM Desktop.

Capture is currently compatible with the following interface cards from Kofax: • Adrenaline cards. Scan users without administrator rights may be restricted from making changes to the workstation configuration. .Kofax Image Products Interface Cards INSTALLATION AND UPGRADE GUIDE 13 Kofax Image Products Interface Cards NOTE Kofax assumes that users will log on to scan stations with administrator privileges. 650i. 850S and 1700S) or video connections (850V and 1700V). 650i. 650. Kofax licenses VRS to numerous scanner manufacturers. These cards are available with SCSI connections (e. including the 450. These require a PCI bus slot in the scan station.g. 650. Kofax provides a runtime toolkit for the Adrenaline cards. Check the scanner documentation to verify if VRS is part of the scanner software or installation. 850 and 1700 families. Kofax requires administrator rights to use VRS. 450.. NOTE The optional Doc Processing package cannot be installed on a system with a Kofax Virtual ReScan (VRS) software or scanner.

Task 1: Record Configuration Information for Workstations We’ve provided worksheets you can use to record configuration information for each workstation. See “Install IDM Desktop” on page 28 for information. see “Content Services Workstation Configuration Worksheet” on page 15. • • • For workstations connected to Content Services libraries.INSTALLATION AND UPGRADE GUIDE 14 Pre-installation Tasks Pre-installation Tasks Before you install the Capture software. For workstations connected to Content Engine libraries. set up your workstation using the following procedures. you may want to install IDM Desktop. see the “Image Services Workstation Configuration Worksheet” on page 17. . After you have set up the workstation. see “Content Engine Workstation Configuration Worksheet” on page 16. Before you begin the installation process. record the information for your workstation on the appropriate worksheet. After you complete all workstation setup requirements. refer to “Configure Your Server for Capture” on page 19 to configure your library (repository) if necessary. You must have library information for each Content Services library that you want to configure. For workstations connected to Image Services libraries.

NOTES • • The Host Machine and the Name of Host Machine need not be the same Content Services names are case sensitive. Item Windows Administrator Login name and password Scanner manufacturer Scanner model number Scanner interface controller type Folder for Capture file installation Details For each Content Services library.Record Configuration Information for Workstations INSTALLATION AND UPGRADE GUIDE 15 Content Services Workstation Configuration Worksheet Use this worksheet to record information about the workstation. Item 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 Details . scanner and scanner controller configuration. the Content Services server or library. you will need the following.

scanner and scanner controller configuration.Record Configuration Information for Workstations INSTALLATION AND UPGRADE GUIDE 16 Content Engine Workstation Configuration Worksheet Use this worksheet to record information about the workstation. Item Windows Administrator Login name and password Scanner manufacturer Scanner model number Scanner interface controller type Folder for Capture file installation Details For Content Engine systems. the Content Engine server or library. you will need the following from your CE administrator: Item 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 Details .

Item Windows Administrator Login name and password Scanner manufacturer Scanner model number Scanner interface controller type Folder for Capture file installation Details Domain and organization names for the Image Services server (note that domain and organization names are case sensitive) Item Default Batch Service.) 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 Details . scanner and scanner controller before you install software. etc. Bes2. Bes1. Image Services server.Record Configuration Information for Workstations INSTALLATION AND UPGRADE GUIDE 17 Image Services Workstation Configuration Worksheet Use this worksheet to record configuration information about the workstation. if applicable (Bes.

If. 6. (This step is not required for Capture Professional non-scanning workstations unless you are using a hardware accelerator for Document Processing functions. install the SCSI adapter card and driver software or your board manufacturer’s software for your interface card. For a Kofax card and scanner. If required. verify that the installation was successful by performing the test described at the end of the procedure.) Refer to the manufacturer’s literature for information on board handling precautions and switch and jumper setting instructions. or Image Services system administrator to request any configuration changes that are needed on the server. Then attach a scanner to the adapter card. Verify that the system can recognize the adapter card and scanner. 2. For scanning workstations. however. If there is a problem with the card or scanner installation. you must install supporting software and configure the board manually. Select your scanner’s SCSI controller from the Devices tab. In the file list. 5. Before you install Windows. 9. NOTE Your computer may automatically assign an I/O address and IRQ for plug-and-play boards. 3. When indicated. double-click SCSI Adapter. you must resolve it before you continue. Runtime files are available from the Kofax website at www. For more information see “Install IDM Desktop” on page 28. Complete a “Content Services Workstation Configuration Worksheet” on page 15. install IDM Desktop on the workstation before you install Capture. Content Engine. open the Windows Control Panel. Make a note of the settings selected for switches and jumpers. Remedy all device conflicts before you proceed. Windows runs properly. 7. Contact your Content Services. When you expand the entry. Verify that the PC boots correctly. See “Configure Your Server for Capture” on page 19. Install all PC hardware according to the manufacturer’s instructions. 8. 1. your workstation does not automatically detect the board.kofax. The Windows software will install the appropriate driver for the card. test the scanner with the diagnostic or test utility provided with the card. you must install current Kofax toolkit hardware runtime files. Install and test Windows according to the Windows documentation.com. Be sure to record the IRQ and I/O port information used for each board. and there are no device conflicts (evidenced by an error or warning messages at boot time). 10. Ensure that the workstation meets the minimum hardware requirements. install your network interface card in the workstation PC and connect the card to the network cabling.INSTALLATION AND UPGRADE GUIDE 18 Workstation Setup Checklist Task 2: Workstation Setup Checklist Perform the installation procedures in the sequence shown. a. For an SCSI card and scanner. a “Content Engine Workstation Configuration Worksheet” on page 16. 4. you should see the scanner listed. Click Properties to check the status of the scanner or card. . NOTE If you are using a Kofax board. You do not need to configure hardware for these boards. and/or an “Image Services Workstation Configuration Worksheet” on page 17 for each workstation. b. Power off the computer and then install the scanner interface card in the computer. See the FileNet Capture-Print-RCS Products Dependency Matrix on IBM Support site.

kofax. following the third-party instructions. select the source name you configured. . see “Install Content Engine” on page 20. 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. install Capture first and then install the fax application. you must install current Kofax toolkit hardware runtime files. join the workstation to the domain of the Active Directory and establish CE client connectivity. NOTE If you are upgrading from a previous version of Capture. when you select a scanner.com. If you are connecting to a Content Engine library. Installation Notes for Kofax Controller Cards Kofax Source Manager (KSM) When you install a Kofax board. For more information. If you are connecting to a shared repository. see “Install Image Services” on page 21. 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. you may need to update the runtime files to a newer version.0. Task 3a: Install Content Services If you have not yet installed your Content Services software. If you are connecting to a Content Services library. Configure the Content Services software on the server (library) to which Capture connects and make sure that it is working properly before you proceed. NOTE If you are installing an optional third-party fax package. Runtime files are available from the Kofax website at www. If you’re using Content Engine libraries for versions earlier than 4. you must enter a source name in the Configured Source field when you configure the Kofax Source Manager (KSM). “Configure Oracle Server for Shared Statistics Database” on page 27 NOTE A Microsoft Access database cannot be used for shared repositories.INSTALLATION AND UPGRADE GUIDE 19 Configure Your Server for Capture 11. do so before you proceed with the IDM Desktop and Capture installations. you must ensure that your repository or server (library) is configured properly. If you are connecting to an Image Services repository. see “Install Content Engine” on page 20. see “Install Content Services” on page 19. After you install Capture. Task 3: Configure Your Server for Capture Before you install the Capture software. Kofax Hardware Runtime Files When you install a Kofax board.

11. you must create a document class on the Content Services library called “‘. each workstation must join the domain of the Active Directory. These two steps are described next. continue with “Install IDM Desktop” on page 28 to install IDM Desktop on your workstation. you must establish Content Engine client connectivity. 7. Enter the domain user name and password and click OK.” Security must not restrict access to the Indexless document class. 3. When you have finished installing and configuring the Content Services library. For all versions. 8. Select User Accounts. Click OK to clear each message. To join the Active Directory domain 1. 10. 4. 2. From the Windows Start menu. See “Accessing IBM FileNet Documentation” on page 7 for information.0. 9. 6.INSTALLATION AND UPGRADE GUIDE 20 Install Content Engine When using Capture Professional. Click Finish. do so before you proceed with Capture installations. Establish Content Engine Client Connectivity NOTES . Click OK twice and then click Yes to restart the computer. To install the Content Engine software for versions earlier than 4. Click Add to display the Add New Users dialog box. if you’re using Content Engine libraries for versions earlier than 4. Click Change. Enter the domain name and CE user name you used in steps 5 and 6. Refer to the FileNet P8 Installation and Upgrade Guide on the IBM Support site for instructions on installing Content Engine. The system displays a user name and password prompt.0. click the Computer Name tab. Click System to display the System Properties dialog box. Under the Member of section. Click Other and then select Administrators from the list. Click Next. click Domain and enter the CE server domain name. Click OK. Task 3b: Install Content Engine If you have not yet installed your Content Engine software. click Settings and then Control Panel. 5. On Windows XP systems. Configure the Content Engine software on the server (library) to which Capture connects and make sure that it is working properly before proceeding. Join Active Directory Domain Before you install Capture. you must join an active directory domain. but leave the System Properties dialog box displayed. From the Windows Start menu. The system displays an acknowledgement and then a reminder to restart the computer. Do not restart the computer. click Settings and then Control Panel.

Configure the Image Services software on the server to which Capture connects and make sure that it is working properly before you proceed. Provide information about the P8 4. see the FileNet Capture-Print-Fax Products dependency matrix on the IBM Support site. installs and populates the Config folder in BES (used by Capture to store configuration files) on the Image Services server. you must create a document class on the Image Services server called “Indexless.0 object store so a Capture Repository session name can be assigned to it. For more information on the Config folder. A checklist for setting up a FileNet IS system is available in the Introduction chapter of the Image Services System Administrator’s Handbook. Please see the Administrator’s Guide for information.2. do so before you proceed with the IDM Desktop and Capture Professional installations. the Capture 5.2 client workstation does not have to exist in the same Windows domain as the Content Engine server.0. For information. see “Make a Backup Copy of the Image Services Config Folder” on page 22. Configure an Existing Image Services Server for Capture When you use Capture Professional with an existing Image Services server (library). Apply the latest Content Engine fix packs. To establish Content Engine client connectivity 1. refer to the Image Services Installation and Configuration Procedures and the Image Services System Administrator’s Guide. 3. During the installation of the CE 4. please see the Capture Manager Help. If you have not yet installed your Image Services server. under “New FileNet System Setup. The version of the Content Engine client modules must match that of the Content Engine server. refer to “Install IDM Desktop” on page 28. please see Working with Repositories > Adding a Repository Session > Content Engine or Shared Content Engine in the Capture Manager Help. 2. NOTE For a list of the Content Engine versions that are supported by Capture 5. After you configure your Image Services software for Capture Professional. Install the P8 Content Engine Client Connectivity modules from the P8 Content Engine software CD by selecting the custom installation option.0 client software. Task 3c: Install Image Services NOTE You must use Capture Professional with Image Services. . For information.” Security must not restrict access to the Indexless document class.” To install Image Services. Capture automatically creates. you must provide information about the P8 4. The version of the Content Engine client modules must match that of the Content Engine server.0 object store so a Capture Repository session name can be assigned to it.INSTALLATION AND UPGRADE GUIDE 21 Install Image Services • • For Content Engine 4.

including all Setting. add an entry like the following to the hosts or lmhosts file: xxx. For more information about Image Services access. the bes_clean utility deletes everything in BES Cache. Security must not restrict access to the Indexless document class. contact your Image Services System Administrator. Make a Backup Copy of the Image Services Config Folder If you have installed Capture Professional and created or modified the configuration content in the Config folder on the server. After you’ve completed the server maintenance.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.xxx.1. (Typically the organization is filenet. copy the files and objects that you saved in the local repository to 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.123 mysystem mysystem-filenet-nch-server Note that domain names are limited to lowercase and alphanumeric characters. performing certain maintenance procedures on the server (such as the bes_clean utility) will delete everything in the Config folder.xxx. For example. Create document classes for use with Capture Professional using the Database Maintenance application. Template and Capture Path objects and files in the Config folder.20.) For example. Setting up document classes and indexes is described in the “Database Maintenance” chapter of the System Administrator’s Handbook.xxx. Create indexes. Use an Image Services Server on a Different Subnet If you will be accessing an Image Services server on a subnet that is different from the one your workstation is on. “Indexless” must be spelled and capitalized exactly as shown. A document class with the name of “Indexless” is required as a minimum. Refer to the procedure titled “Backing Up the Config Folder” in the Capture Administration Guide for details. 2.xxx. your entry might look like this: 10. .xxx <domain> <domain>-<organization>-nch-server Where: xxx.INSTALLATION AND UPGRADE GUIDE 22 Install Image Services Configure a New Image Services Server for Capture To prepare the server for use with Capture Professional 1.

NOTE For Content Services only.exe). Click Next. a second DSN is used to connect to the library. 5. 6. On the second screen of the wizard. select SQL Server. 3. Create a Data Source Name for a Shared Repository You must create a Data Source Name (DSN) to the SQL database on each workstation that will use the shared repository. Select how SQL Server should verify authenticity (Windows NT or SQL Server login). do so before you proceed with the IDM Desktop and Capture installations. Select the System tab. On the first screen of the wizard. 2. 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.Configure SQL Server for Shared Repositories INSTALLATION AND UPGRADE GUIDE 23 Task 4a: Configure SQL Server for Shared Repositories You can configure a shared repository for offline Image Services. Please see the IDM Desktop Administrator’s Help for information. From the list of available ODBC database drivers. 7. . and Content Engine. Content Services. NOTE If SQL Server does not appear on the list. If you have not yet installed your Microsoft SQL Server. 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. 4. Click Finish to start the New Data Source wizard. select the appropriate authentication method and click Client Configuration. cancel out of the Administrator and install the necessary SQL Server Client Libraries on the workstation. Click Add. To create a Data Source Name for a shared repository 1. Start the Microsoft ODBC Administrator tool (ODBCAD32. Create a database for each shared repository. the Collation name must be set to SQL_Latin1_General_CP1_CI_AS.

Start the Microsoft ODBC Administrator tool (ODBCAD32... Click Next. Select Use ANSI nulls. Select the Connect to SQL Server to obtain. .exe). repeat the procedure. Click OK.. Task 4b: Configure SQL Server for Shared Statistics Database If you have not yet installed your Microsoft SQL Server. check box. click Test Data Source. If the system does not display a message that tests have completed successfully. select Perform translation. select Change the default. 3. 2.. Click Next. On the third screen of the wizard. Select Use ANSI quoted. these fields will be disabled and you need not enter the information.. NOTE If you are using Windows NT authentication. Select the System tab.. Enter the account name in the Login ID field. To create a Data Source Name for the shared statistics database 1. 11. and choose the database created for the shared repository from the list. Verify that the new DSN is listed on the System DSN tab. do so before you proceed with the IDM Desktop and Capture installations.. Create a Data Source Name for the Shared Statistics Database You must create a Data Source Name (DSN) to the appropriate SQL Server database on each workstation that will use the shared statistics database. Enter the password set up by your SQL system administrator in the Password field.. On the fourth screen of the wizard. 9. Create a database for the shared statistics database. 13.Configure SQL Server for Shared Statistics Database INSTALLATION AND UPGRADE GUIDE 24 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. and click Finish. On the fifth screen of the wizard. Click Add. 12. 10.

. On the second screen of the wizard. Select the Database Tab. check box. select Perform translation. and choose the database created for the shared repository from the list. 8... 13.. repeat the procedure. Select how SQL Server should verify authenticity (Windows NT or SQL Server login). Click Finish to start the New Data Source wizard. Select Use ANSI nulls. 12. Click Next. On the third screen of the wizard.. Select the Connect to SQL Server to obtain.. 14. select the appropriate authentication method and click Client Configuration. 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. select SQL Server. cancel out of the Administrator and install the necessary SQL Server Client Libraries on the workstation.. (You can find the Data Source Name in the Name field of the Microsoft SQL Server DSN Configuration dialog box. NOTE If you are using Windows NT authentication. Click Next. Click OK. 6. 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.. click Test Data Source. Select Report Setup from the File menu. .) If you are using SQL authentication. enter the SQL User ID and Password. NOTE If SQL Server does not appear on the list. On the first screen of the wizard. these fields will be disabled and you need not enter the information. On the fifth screen of the wizard. If the system does not display a message that tests have completed successfully. 15. After you have installed IDM Desktop and Capture Professional. Close Capture Manager and start Capture Professional. start Capture Manager and click Statistics to display the Statistics Control dialog box. From the list of available ODBC database drivers. Select Use ANSI quoted. select Change the default. 11. Verify that the new DSN is listed on the System DSN tab.Configure SQL Server for Shared Statistics Database INSTALLATION AND UPGRADE GUIDE 25 4. and click Finish. Click Next. 9. On the fourth screen of the wizard. Ensure the Enable Statistics check box is selected and click OK.. 10. Enter the password set up by your SQL system administrator in the Password field. Click OK. 5. Enter the Data Source Name of the statistics database in the DSN field. Enter the account name in the Login ID field.. 7..

Configure Oracle Server for Shared Repositories INSTALLATION AND UPGRADE GUIDE 26 Task 4c: Configure Oracle Server for Shared Repositories You can configure a shared repository for offline Image Services. Start the Microsoft ODBC Administrator tool (ODBCAD32. you must create roles for administrators (for Capture Manager) and users (for Capture). 4. • • Administrators require the Connect and Resource roles. enter the DSN string you want to use in the Data Source Name. insert. With these roles. Please see the IDM Desktop Administrator’s Help for information. To create a Data Source Name for a shared repository 1. If this connection fails. In addition. On the first screen of the wizard. 2. and update rights. Click OK. Next. Create a Data Source Name for a Shared Repository You must create a Data Source Name (DSN) to the Oracle Server database on each workstation that will use the shared repository. Content Services. NOTE If the TNS Service Name does not appear on the list. Ensure that the Oracle Server software is installed before you proceed with the IDM Desktop and Capture installations. a second DSN is used to connect to the library. NOTE For Content Services only. and Create Triggers rights. 7. Click Add. you create a database for each shared repository. the client listener piece of the Oracle Client installation has not been configured correctly. verify the user information on the Oracle server first. Enter the password and click OK to test the connection. and Content Engine. From the list of available ODBC database drivers. delete. Select the System DSN tab. 6. The Oracle ODBC Driver Connect dialog box appears. Click Test Connection. . Create Procedures. administrators have the Create Tables. Click Finish to start the New Data Source wizard. With this role.exe). select Oracle Server. verify the Client Oracle Listener piece of the Oracle Client installation. 5. 3. the Oracle Client installation has not been configured correctly. Capture user require only the Connect role. users have execution. Select the TNS Service Name and enter a User ID. If this is correct. NOTE If the Oracle Server does not appear on the list.

enter the DSN string you want to use in the Data Source Name. To create a Data Source Name for the shared statistics database 1. 5. Click OK. 7. Start the Microsoft ODBC Administrator tool (ODBCAD32. NOTE If the TNS Service Name does not appear on the list.Configure Oracle Server for Shared Statistics Database INSTALLATION AND UPGRADE GUIDE 27 Task 4d: Configure Oracle Server for Shared Statistics Database Ensure that the Oracle Server software (including the Oracle Windows Interfaces) is installed on each workstation. NOTE If the Oracle Server does not appear on the list. If this is correct. verify the user information on the Oracle server first. To ensure that the statistics created by database users will be visible to all other users. Click Add. 6. 3. If this connection fails. Click Finish to start the New Data Source wizard. Enter the password and click OK to test the connection. Please see the FileNet Capture-Print-RCS Products Dependency Matrix located on IBM Support site for information about the version you need. All users must use this ID when they connect to the database. 4. configure a single user ID and database creator. The Oracle ODBC Driver Connect dialog box appears. Next. Click Test Connection. . Select the System DSN tab. the Oracle Client installation has not been configured correctly. Select the TNS Service Name and enter a User ID. 2. From the list of available ODBC database drivers. See “Accessing IBM FileNet Documentation” on page 7.exe). Complete these Oracle installation steps before you proceed with the IDM Desktop and Capture installations. Create a Data Source Name for the Shared Statistics Database You must create a Data Source Name (DSN) to the appropriate Oracle Server database on each workstation that will use the shared statistics database. you create a database for the shared statistics database. the client listener piece of the Oracle Client installation has not been configured correctly. On the first screen of the wizard. select Oracle Server. verify the CLient Oracle Listener piece of the Oracle Client installation.

Refer to the IDM Desktop online help for additional information. Double-click the FileNet Neighborhood icon on the desktop and verify that you can log on to the library. use IDM Configure to add your libraries. Verify Workstation-to-FileNet System Communication After you’ve installed IDM Desktop and configured the libraries. If you can do this.INSTALLATION AND UPGRADE GUIDE 28 Install IDM Desktop Task 4e: Install IDM Desktop You can install IDM Desktop before or after you install Capture for Content Services and Image Services. NOTE If you cannot connect to the library. Continue with “Installation Tasks for Capture Desktop Workstations” on page 29 to install a Capture Desktop workstation. Add Libraries Once you have installed IDM Desktop. System and Host machine names for the library. refer to IDM Desktop Administrator’s Help and IDM Desktop Help to correct your configuration. Refer to the IDM Desktop online help for additional information. your IDM Desktop system administrator should verify that all necessary upgrades and fix packs have been installed to accommodate the Capture software. establish a connection to the Image Services or Content Services library through IDM Desktop. refer to the IDM Desktop Administrator’s Guide on the IBM Support site. For additional information on installing IDM Desktop. you should try to retrieve and view a document. your IDM Desktop installation is successful. Once you have successfully logged on to the library. See the FileNet Capture-Print-RCS Products Dependency Matrix on the IBM Support site for details. If you cannot. Image Services Libraries NOTE Only Capture Professional can be used with Image Services. This chapter provides information on specific installation options and procedures for installing IDM Desktop for use with Capture. Resolve the connection problem first. or by importing a configuration file that includes the libraries. Refer to the IDM Configure Online Help for more information. . Continue with “Installation Tasks for Capture Professional Workstations” on page 37 to install a Capture Professional workstation. do not proceed to the next step. 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. Content Services Libraries Add your Content Services libraries by specifying the Library name. Install Upgrades and Fix Packs Before you install Capture.

.. . Read the License Agreement and click I accept the terms. If the Capture Setup screen is not displayed on the screen. and DocEntry) Capture Desktop . run Splash.DocEntry Capture Professional .. • • • • • • • • Capture Desktop . Click Install Capture..High Volume Scan Capture Professional .. click Next.FaxEntry Capture Product Selection Choose Destination Location To install to the default folder.exe.Low/Med Volume Scan Capture Professional . Follow the instructions in the wizard and in the table below.File Import Capture Professional ..Scan (includes Scan. In this window. Insert the Capture CD or browse to the location of the setup files. Select the Capture Desktop package you are installing. File Import. click Browse and select a location.Installation Tasks for Capture Desktop Workstations INSTALLATION AND UPGRADE GUIDE 29 Installation Tasks for Capture Desktop Workstations You 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 Installation To install Capture 1.. You can print the license agreement. FileNet Capture Setup License Agreement Perform the following action.File Import (includes File Import and DocEntry) Capture Desktop . You must accept the terms of the license agreement to proceed with the installation. To install to a different folder.DocEntry (includes DocEntry) Capture Professional .

After you install the software. if necessary. • PDF/ Full Text OCR: select to install the optional Full Text OCR package. you can use the instructions provided below to install it later. you can click Skip. Capture Doc Processing Setup . You will be prompted to insert the CD or browse to its location. as appropriate for your Capture license. Kofax licenses VRS to numerous scanner manufacturers. If you do not install the package at this time.. If you don’t have access to the Help files. and select either Standard Bar Codes (SBC) or Enhanced Bar Codes (EBC). The optional Doc Processing package cannot be installed on a system with a Kofax Virtual ReScan (VRS) software or scanner. Select Packages Perform the following action. See “Install the Full Text OCR Software” on page 48 for instructions.exe. If you selected Full Text OCR on the Select Packages page. selecting the desired Doc Processing option.. You can click Back to go back and change your selections. If you do not install the package at this time. you must uninstall the Capture software and reinstall.INSTALLATION AND UPGRADE GUIDE 30 Normal Capture Installation In this window. if you want to switch to the other option. If you selected Capture Doc Processing on the Select Packages page. when requested. such as from SBC to EBC. click setup. insert the appropriate CD or browse to the location of the setup files. when requested.exe. Select the packages you want to install. For installation instructions. This software is provided in a separate package. and then click OK. you can use the instructions provided below to install it later. See “Install the Doc Processing Software” on page 49 for instructions. You will be prompted to insert the CD or browse to its location. click setup. 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). insert the appropriate CD or browse to the location of the setup files. This software is provided in a separate package.. Check the scanner documentation to verify if VRS is part of the scanner software or installation. • Start Copying Files Capture Online Help Installation Full Text OCR Setup Review the selections.. see “Installation Tasks for Documentation” on page 47. Capture DocProcessing: select to install the optional software Doc Processing package. and then click OK.

Record the Silent Install Script To record the silent install script If you will be installing doc processing during the record mode. It can reside on a shared drive or it can be copied to each station. . NOTES • The response file is unique to an installation scenario. All your install preferences are recorded to a response file as described in “Record the Silent Install Script next. 3. you must record a complete install on a single station. Follow the steps for a normal installation as described in “Normal Capture Installation” on page 29.. When the setup has finished. Install Wizard Complete Perform the following action.iss (or any file name you specify) which contains the installation options you selected. Then click Finish.iss" This command generates a response file called capturesetup. Open a command window and run the following command: D:\>setup /r /f1"c:\capturesetup. Task 5b: Silent Capture Desktop Installation Before you can perform a silent install. • • 2. See “Install the Doc Processing Software” on page 49. There are two methods for installing Full Text OCR software as part of a silent install. After the computer has restarted and you’ve logged in. 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. If you have no more options to install. The configuration details in the recorded and the replicated systems must be identical. The system displays the InstallShield Wizard dialog box as it prepares to install Capture. continue with “Installation Tasks for Documentation” on page 47 and then “Configuration Tasks” on page 51. 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:\. 4. you must install AIPE first. the Capture installation process resumes.INSTALLATION AND UPGRADE GUIDE 31 Silent Capture Desktop Installation In this window.. 1.. select the appropriate option for restarting your computer. You can specify a folder other than the root folder for the location of this file. Select the appropriate option for restarting your computer. 2. For example. you must first install AIPE on each station.. 3. You may see a number of messages while the installer registers the various components. The response file has to be accessible to each station that requires silent install.

You install the Full Text OCR software after the Capture Profes- • . This command executes the response file recorded in an earlier session. run setup /s • You must do this from the OCR CD location. Installing Full Text OCR software separately.INSTALLATION AND UPGRADE GUIDE 32 Silent Capture Desktop Installation • Installing Full Text OCR software as part of the Capture silent install. • Installing Full Text OCR software as part of the Capture silent install. 4. This may be convenient if you do not have a network CD drive available or if your computer does not have two CD drives. Installing Full Text OCR software separately. To run the silent install script 1. See instructions for installing Full Text OCR software in the next step.iss" NOTE There is no space between the f1 and the "c:\. The location you specify should be a network resource or a secondary CD drive on the current computer. you do not select the PDF/Full Text OCR check box. you must install AIPE first. you do not select the PDF/Full Text OCR check box. With this install method. The location recorded in this step will be the location used by each of the stations to find the Full Text OCR installation software while in Capture Professional Silent install mode. select the PDF/Full Text OCR check box. With this install method. There are two methods for installing Full Text OCR software as part of a silent install. Continue with “Run the Silent Install Script” on page 32 to repeat the recorded steps on the next system in silent mode. from a command window. You must specify a location for the Full Text OCR software CD. Run the Silent Install Script Before you can perform a silent installation. Copy the response file to the directory of your choice. You must specify a location for the Full Text OCR software CD. 2. You install the Full Text OCR software after the Capture Professional Silent installation is complete. See “Install the Doc Processing Software” on page 49. With this install method. 5. select the PDF/Full Text OCR check box. you must have access to the response file generated as described in “Record the Silent Install Script” on page 31. If you are installing doc processing as part of this silent install.You can specify a folder other than the root folder for the location of this file. The location you specify should be a network resource or a secondary CD drive on the current computer. Open a command window and run the following command (or use the file name you specified): D:\>setup /s /f1"c:\capturesetup. 4. Continue with “Configuration Tasks” on page 51. With this install method. To install the Full Text OCR software separately from the Capture silent install. 3. The location recorded in this step will be the location used by each of the stations to find the Full Text OCR installation software while in Capture Professional Silent install mode.

This may be convenient if you do not have a network CD drive available or if your computer does not have two CD drives. from a command window. To install the Full Text OCR software separately from the Capture silent install. .INSTALLATION AND UPGRADE GUIDE 33 Silent Capture Desktop Installation sional Silent installation is complete. run setup /s You must do this from the OCR CD location.

INSTALLATION AND UPGRADE GUIDE 34 Silent Capture Desktop Installation 5.ocx The Full Text OCR log file is called CaptureFTOCR.2 SILENT MODE Destination folder: C:\Program Files\FileNet\Capture\ Capture Record Activator selected.ocx Added to Capture Manager: printfax.ocx Added to Capture Manager: index. After reboot at 15:04:10 Added to Capture Manager: scan.ocx Added to Capture Manager: Assembly. Log Files No message boxes are displayed when you install a system in silent mode. The Capture setup file is called CaptureSetup.ocx Added to Capture Manager: RecordAct.” The following is an example of a Capture Setup log file: -------------Start of Install on 06-29-2007 15:00:46 Product Name: FileNet Capture 5.ocx Added to Capture Manager: EventMgr. the Capture installation process resumes and you may see a number of messages while the installer registers the various components. Continue with “Configuration Tasks” on page 51.ocx Added to Capture Manager: ZonalOCR. Done copying files.log and contains the following information: • • • Product name Start time and end time of installation Error messages . Begin copying files.ocx Added to Capture Manager: indexverify.ocx Added to Capture Manager: commit. There are two log files for Capture: Capture setup and Full Text OCR. All install information is written to a log file. After the silent install completes.ocx Added to Capture Manager: imageimport..ocx Added to Capture Manager: blankpage.ocx Added to Capture Manager: ImageVerify.. 6. the computer restarts automatically.ocx Added to Capture Manager: kfimageprocess. After you log in.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.ocx Added to Capture Manager: Merge.

2 Full Text OCR component is installed successfully. Click OK. 2. click Create Batch to display the Create Batch dialog box. use the steps below to verify that the scanner is functioning properly with the software. use Capture Manage to configure the repository you will use. When the repository is configured. To specify the type of scanner you are using. Select the type of scanner you are using from the list displayed. select the library you want to use from the Library list. select the source name you specified (such as “Kofax Engine 1”). ---------------End of Install on 6-19-2005 15:50:16 Task 6: Test the Scanner and Capture Desktop Installation When you have completed the software installation process. you must create a batch. Click FileNet Capture Desktop and then select Capture Desktop from the sub-menu. open the Options menu from the toolbar and choose Select Scanner. With your new folder name highlighted. enter a user name and password. . Highlight your library name and click Create Folder. Next to the Batch Name field. If you are prompted. 2. 3. Start Capture Desktop To start Capture Desktop 1. click Start and select Programs. Create a New Test Folder and Batch Before you can scan (or capture) pages. Select the document class from the Document class list. Click OK in the Select Batch dialog box to confirm the batch creation. 4. Enter your folder name and click OK. On the Capture Desktop screen. Enter the batch name. 5. When the program loads. 3. To create a new test batch in your selected library 1. From the Windows Toolbar. See “Configure using Capture Manager” on page 51. you should see the Advanced Mode Capture Desktop window. click Browse to display the Select Batch dialog box.Test the Scanner and Capture Desktop Installation INSTALLATION AND UPGRADE GUIDE 35 The following is an example of a Full Text OCR log file: -------------Start of Install on 6-19-2007 15:50:11 Product Name: FileNet Capture Full Text OCR 5. Click OK. If you are using a Kofax board and you created a source during configuration of the Kofax Source Manager (KSM).

the scanned page will display in the Contents window. Click OK to close the Advanced Settings list. verify that the Scan button is selected. On the Scan screen. Then click Scan on the lower-right corner of the screen to display the Scan window. Click Apply to add your scanner. 7. From the Capture Desktop screen. If you want to see the page in the Contents window. 2. 5. . If you were not able to scan the page. it appears in the Scanner field on the General tab. 3. 4. The configuration options that are presented depend on the type of scanner you are using. Click Advanced Settings in the lower-right corner. Place a test sheet in the scanner’s feeder tray or on the flatbed of the scanner. click Done at the bottom when you’ve finished. Click Scan. b. Select Scan on the Scan tab. and then click Advanced Settings. click the Enable Viewer check box in the lower left corner of the window. Scan a Test Image To scan a test image 1. Depending on your scanner. In the Document Source section. If you selected the Enable Viewer check box. If the page was successfully scanned. Click Start at the top of the window. Verify that your scanner is configured. For specific information on options available through the Extended Options. If your scanner is not configured: a. verify that the Library field contains the correct library and that the Batch Name field contains your new batch. the newly-acquired image displays under the selected batch as a page icon in the Scan window. 8. verify the installation procedures. This displays the Scan Properties dialog box. The scanner initializes and scans the test sheet. You should delete this test batch when your scanner tests are complete. 6.Test the Scanner and Capture Desktop Installation INSTALLATION AND UPGRADE GUIDE 36 Set Scanner Settings To configure scanner options 1. refer to the documentation provided with your scanner or scanner driver. Click Select Scanner and select a scanner from the list. If your scanner is configured. 9. a pop-up may ask you to confirm that you have finished.

(Requires the Doc Processing package.Installation Tasks for Capture Professional Workstations INSTALLATION AND UPGRADE GUIDE 37 Installation Tasks for Capture Professional Workstations You can install Capture Professional on workstations that are attached to scanners or not attached to scanners. You must accept the terms of the license agreement to proceed with the installation. Follow the instructions in the wizard and in the table below. and perform verification and other steps prior to committal. . perform document processing functions... you can increase scanner throughput and productivity. indexing. Read the License Agreement and click Accept the terms. Perform post-scan document processing functions. depending on which software package is installed... such as bar code detection. FileNet Capture Setup License Agreement Perform the following action. • • • Import files into the Capture system for committal. The Capture software installed on a scanning workstation enables you to scan documents. such as bar code detection. run Splash. 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 Installation To install Capture Professional (Normal) 1. Capture workstation that are not used for scanning can be used for other document capture tasks. assembly. and committal functions on previously-created batches in a distributed processing environment. Click Install Capture. In this window. (Requires the File Import package. By distributing the non-scanning functions to other workstations.) Perform verification.exe.. or image enhancement. If the Capture Setup screen is not displayed on the screen. as well as import files.. Insert the Capture CD or browse to the location of the setup files.. patch code detection.

To install to a different folder.Scan Capture Desktop ... .File Import Capture Desktop . • • • • • • • • Capture Desktop .DocEntry Capture Professional ..DocEntry Capture Professional . click Next.FaxEntry Choose Destination Location To install to the default folder. Select the Capture Professional package you are installing. click Browse and select a location.High Volume Scan Capture Professional .Low/Med Volume Scan Capture Professional ..Normal Capture Professional Installation INSTALLATION AND UPGRADE GUIDE 38 In this window. Capture Product Selection Perform the following action.File Import Capture Professional .

For installation instructions. such as from SBC to EBC. you can use the instructions provided below to install it later. PDF/ Full Text OCR: select if you will also be installing the optional Full Text OCR package. Select Packages Perform the following action. Check the scanner documentation to verify if VRS is part of the scanner software or installation. you can use the instructions provided below to install later. . This software is provided in a separate package. If you do not install a package at this time. See “Install the Full Text OCR Software” on page 48 for instructions.. 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).Normal Capture Professional Installation INSTALLATION AND UPGRADE GUIDE 39 In this window. Click Back to go back and change your selections if necessary. If you selected Full Text OCR on the Select Packages page. selecting the desired Doc Processing option. when requested. • FaxEntry: selected if you chose FaxEntry on the previous screen. as appropriate for your Capture license. The optional Doc Processing package cannot be installed on a system with a Kofax Virtual ReScan (VRS) software or scanner. click setup. see “Installation Tasks for Documentation” on page 47. you can click Skip. Kofax licenses VRS to numerous scanner manufacturers. • • Scanner Support: selected if you didn’t choose FaxEntry on the previous screen. and then click OK. Advanced Document Recognition (ADR) Capture DocProcessing: select to install the optional software Doc Processing package. • • Start Copying Files Capture Online Help Installation Full Text OCR Setup Review the selections. you must uninstall the Capture software and reinstall. After you install the software. If you don’t have access to the Help files. If you do not install a package at this time. and select either Standard Bar Codes (SBC) or Enhanced Bar Codes (EBC)... if you want to switch to the other option. Select the packages you want to install.. insert the appropriate CD or browse to the location of the setup files. Software Doc Processing is provided in a separate package.exe.

. If you have no more options to install. If you selected Capture Doc Processing on the Select Packages page. continue with “Installation Tasks for Documentation” on page 47 and then “Configuration Tasks” on page 51 Task 7b: Silent Capture Professional Installation Before you can perform a silent install. and then click Finish. you must select the Advanced Document Recognition (ADR) check box.. See “Install the Advanced Document Recognition (ADR) Software” on page 48 for instructions.iss (or the file name you specify) which contains the installation options you selected. 2. NOTE The Kofax AIPE (Adrenaline Image Processing Engine) setup does not support silent install. You can specify a folder other than the root folder for the location of this file.. and then click OK. 3. See “Install the Doc Processing Software” on page 49 for instructions. If you selected ADR on the Select Packages page. you must install AIPE first. you must record a complete install on a single station. insert the appropriate CD or browse to the location of the setup files. See “Install the Doc Processing Software” on page 49. Open a command window and run the following command (or you can specify a file name): D:\>setup /r /f1"c:\capturesetup. click setup.exe. Capture Doc Processing Setup Install Wizard Complete 2. and then install the ADR software. If you are installing doc processing during the record mode. Advanced Document Recognition (ADR) Setup Perform the following action.. If you will be installing ADR (Advanced Document Recognition). insert the appropriate CD or browse to the location of the setup files. click setup. Record the Silent Install Script To record the silent install script 1. All your install preferences are recorded to a response file as described in “Record the Silent Install Script” below. After the computer has restarted and you are logged in.iss" This command generates a response file capturesetup. If you are going to install doc processing you must first install AIPE on each station.Silent Capture Professional Installation INSTALLATION AND UPGRADE GUIDE 40 In this window. NOTES . You might see a number of messages while the installer registers the various components. when requested. Select the appropriate option for restarting your computer. the Capture installation process resumes. 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.exe. when requested. and then click OK.

run setup /s • You must do this from the OCR CD location. Make a configuration file (adr. The system displays the InstallShield Wizard dialog box as it prepares to install Capture. you must have access to the response file generated earlier. 3. from a command window. select the PDF/Full Text OCR check box. This may be convenient if you do not have a network CD drive available or if your computer does not have two CD drives. If you will install Capture ADR software.Silent Capture Professional Installation INSTALLATION AND UPGRADE GUIDE 41 • The response file is unique to an installation scenario. For example. Also see “ADR Setup Parameters for Silent Installation” on page 42. With this install method. the disk drive selected for the install in the response file must be the same as that used in the subsequent silent installations. Follow the steps for a normal installation as described in “Normal Capture Professional Installation” on page 37. See “Install the Doc Processing Software” on page 49. 5.txt) for Capture ADR silent installation as described in the “Installation” section of the System Integration Guide (ADR) document on the Capture ADR CD.iss" . 4. You must specify a location for the Full Text OCR software CD. Copy the response file to the directory of your choice. you do not select the PDF/ Full Text OCR check box. See “Record the Silent Install Script” on page 40. Continue with “Configuration Tasks” on page 51. The location you specify should be a network resource or a secondary CD drive on the current computer. You install the Full Text OCR software after the Capture Professional Silent installation is complete. you must install AIPE first. To install Full Text OCR software. Continue with “Run the Silent Install Script” on page 41 to repeat the recorded steps on the next system in silent mode. Open a command window and run the following command (or use the file name you specified): D:\>setup /s /f1"c:\capturesetup. 2. it must be installed with the Capture 5. To install the Full Text OCR software separately from the Capture silent install. Install Full Text OCR software separately. The configuration details in the recorded and the replicated systems must be identical. The response file must be accessible to each station that requires silent install. The location recorded in this step will be the location used by each of the stations to find the Full Text OCR installation software while in Capture Professional Silent install mode. To run the silent install script 1. Run the Silent Install Script Before you can perform a silent installation. use one of the following methods: • Install Full Text OCR software as part of the Capture silent install. 6. With this install method. • • 3. It can reside on a shared drive or it can be copied to each station. If you will install doc processing as part of the silent install.2 software as part of the silent install. There is no space between the f1 and the "c:\.

After you log in. examples. the Capture installation process resumes. If you recorded installation of Full Text OCR software as part of the Capture silent install. [REQUIRED] LICENSE=123-4567890 (replace by the actual ADR license key) ACCEPT_LICENSE=YES LOCATION=Drive:\ (location of ADR setup. After the Silent install completes. 6. it will install automatically at the specified location.2. ADR Setup Parameters for Silent Installation If you are installing Capture ADR 5. To select minimum installation of ADR. 4. You might see a number of messages while the installer registers the various components. free-form and multi-engine voting engines will not be installed. the computer must restart to complete the installation. Otherwise. 5. documentation.2 installation. keep MINIMUM=YES so that the tools. you can install the Full Text OCR software separately after completion of the silent install. Example 1: To do a complete installation including all modules. note that ADR must be installed during Capture 5. documentation and examples: [REQUIRED] LICENSE=123-4567890 .Silent Capture Professional Installation INSTALLATION AND UPGRADE GUIDE 42 NOTE There is no space between the f1 and the "c:\. keep the item in the list that you do not want to install. Continue with “Configuration Tasks” on page 51. To exclude specific modules from the installation. This command executes the response file recorded in an earlier session. delete MINIMUM=YES. Create the ADR silent installation file (named Adr.exe) [OPTIONAL] (remove any unused) MINIMUM=YES MODULE_RECOG=NO MODULE_RECOG_FREEFORM=NO MODULE_RECOG_MULTIVOTING=NO MODULE_DOCUMENTREVIEW=NO MODULE_CORRECTION=NO MODULE_COMPLETIONVERIFICATION=NO MODULE_SCRIPTEDEXPORT=NO TOOL_TSTUDIO=NO TOOL_DEFINER=NO TOOL_TEMPLATEEDITOR=NO TOOL_STATSREPORTER=NO TOOL_SCRIPTEDITOR=NO TOOL_RECOGTRAINER=NO TOOL_RECOGTESTTOOL=NO ADREXAMPLES=NO DOCUMENTATION=NO To select complete installation of ADR.txt in the following command example) as follows to specify the required information and any options.

All install information is written to a log file.log and contains the following information: • • • • Product name Installation destination Which package the user selected Installation start time and end time . There are two log files for Capture: Capture setup and Full Text OCR.exe /s /f1”Capture record filename” /v”ADR_SILENT=\”ADR silent installation filename\”” For example: Setup. based on license): [REQUIRED] LICENSE=123-4567890 ACCEPT_LICENSE=YES LOCATION=Drive:\ [OPTIONAL] MINIMUM=YES MODULE_RECOG=NO (replace by the actual ADR license key) The following command runs both Capture and ADR silent installation: Setup.txt” /v”ADR_SILENT=\”C:\Adr.exe /s/f1”C:\Cap.Silent Capture Professional Installation INSTALLATION AND UPGRADE GUIDE 43 ACCEPT_LICENSE=YES LOCATION=Drive:\ [OPTIONAL] Example 2: To do a complete installation except for the Recognition module: [REQUIRED] LICENSE=123-4567890 ACCEPT_LICENSE=YES LOCATION=Drive:\ [OPTIONAL] MODULE_RECOG=NO Example 3: To do a minimum installation: [REQUIRED] LICENSE=123-4567890 ACCEPT_LICENSE=YES LOCATION=Drive:\ [OPTIONAL] MINIMUM=YES Example 4: To do a minimum installation and exclude the Recognition module (other modules will be installed. The Capture setup file is called CaptureSetup.txt\” Log Files No message boxes are displayed when you install a system in Silent mode.

ocx Added to Capture Manager: commit. If your Capture workstation will be used for scanning.ocx Added to Capture Manager: blankpage. From the Windows Toolbar.ocx Added to Capture Manager: imageimport.ocx Added to Capture Manager: Assembly. configure the default scanner and verify that the scanner is functioning properly with the software.ocx Added to Capture Manager: fncaptureviewer.ocx Added to Capture Manager: EventMgr.. click Start and select Programs. When the repository is configured..ocx Added to Capture Manager: ZonalOCR. After reboot at 15:04:10 Added to Capture Manager: scan.ocx Added to Capture Manager: ImageVerify. Begin copying files.ocx Added to Capture Manager: kfimageprocess. ---------------End of Install on 5-19-2005 15:50:16 Task 8: Test the Capture Professional Installation When you have completed the software installation process.” The following is an example of a Capture Setup log file: -------------Start of Install on 06-29-2007 15:00:46 Product Name: FileNet Capture 5.Test the Capture Professional Installation INSTALLATION AND UPGRADE GUIDE 44 • • Components added to Capture Manager Error messages such as “Please install Kofax DocProcessing before running Capture Setup in silent mode.ocx Added to Capture Manager: RecordAct.ocx Added to Capture Manager: printfax.ocx The Full Text OCR log file is called CaptureFTOCR.ocx Added to Capture Manager: index. See “Configure using Capture Manager” on page 51. . Start Capture Professional To start Capture Professional 1.ocx Added to Capture Manager: indexverify. use the following procedure to test the installation.2 SILENT MODE Destination folder: C:\Program Files\FileNet\Capture\ Capture Record Activator selected. Click FileNet Capture. Done copying files. and then click Capture Professional from the sub-menu.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 15:50:11 Product Name: FileNet Capture Full Text OCR 5.2 Full Text OCR component is installed successfully.ocx Added to Capture Manager: Merge. use Capture Manager to configure the repository you will use.

this represents an available repository. Open the Config folder. 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”).Test the Capture Professional Installation INSTALLATION AND UPGRADE GUIDE 45 2. Highlight the DefaultSettings object. and then select Tools > Configure > Scan to display the Capture Scan Properties dialog box. and then click Configure. To configure scanner options. 5. To select the scanner to be used as the default scanner 1. 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. Click OK when you’ve finished 6. Open the repository in the Tree view.) Connect to a Repository Use the following steps to verify that Capture can connect to a repository and open a batch there. 2. 3. Select Scan from the list of components. Open the Local Repository in the Tree view. Click Help to display information about the options on each tab. 4. you will configure the Scan component for the default settings collection. If permitted by your system administrator. select a category from the Extended Options list or use the options on the other tabs on the Scan Properties page. Open the Settings node. To select the scanner.) 2. Select the type of scanner you are using from the list displayed. The first pane (upper-left portion of the screen) is referred to as the tree view and is similar to Windows Explorer. (Because you are doing this configuration as part of a test. When the program loads. you should see three panes on the main Capture Professional window. Capture uses this scanner configuration whenever a batch is created using the default settings collection. do not use a remote or BES repository at this time. You should see at least one node in the Tree view. Set the Default Scanner (for scanning workstations) To set the default scanner. If you want to set configuration settings differently for individual batches. Enter a user name and password if prompted to do so. select the batch from the Tree view (rather than from the DefaultSettings object in the Config folder). Note that any settings you configure here will be used for all batches based on the DefaultSettings settings collection. (You should always see the Local Repository and any other available repositories. To connect to a repository 1. select the Tools command from the menu bar. This displays the FIleNet Capture Scan Properties dialog box. . Click Select Scanner on the General tab. Limit your configuration changes and testing to the local repository.

Enter Test in the Batch Name field. To create a new test batch on the Local Repository 1. click Start. click Configure. The scanner initializes and the scanner scans the test sheet. This displays the Scan Properties dialog box. 2. b. Select DefaultTemplate for the template. If the page was successfully scanned. you must create a batch. 6. 4. 7. 5. 8. 3. Select the New Batch command from the context menu. The scanner you selected earlier should appear in the Scanner field. From the Tree view. Right-click the Local Repository node in the Tree view. Double-click this page icon to display the page in the Workspace view. 3. Click OK to create the batch. Scan a Test Image To scan a test image 1. verify the installation procedures. the page displays under the selected batch as a page icon in the List view of the Capture window. From the Tools menu. Click OK to close the configuration dialog box. This displays the New Batch dialog box. From the Tools menu. highlight the name of the batch you just created. Then select the Scan component. Complete the dialog box as follows: a. Then select Scan. If you were not able to scan the page. click Select Scanner and then select your scanner type from the list. If it does not. Place a test sheet in the scanner’s feeder tray or on the flatbed of the scanner.Test the Capture Professional Installation INSTALLATION AND UPGRADE GUIDE 46 Create a New Test Batch Before you can scan (or “capture”) pages. 2. . You can delete this test batch when your scanner tests are complete.

Task 10: Install the Capture Manuals To install the Capture manuals 1. 3.htm. For Capture Professional.chm and CAPTURE. You can install the help files during the software installation. This file describes the Capture documents that are available and their locations on the CD. and help files in .pdf format. You can install the manuals before or after you install the software. For Capture Desktop.chm and CAPTURE.chm. 2.chm to C:\Program Files\FileNet\Capture\Programs. the help files are installed automatically according to the Capture component(s) that are on your system. when requested. locate \Cap_Docs\CapDsktp\ and copy Capdesk.chm. or you can install them later.Installation Tasks for Documentation INSTALLATION AND UPGRADE GUIDE 47 Installation Tasks for Documentation The documentation for FileNet Capture includes the Capture Administrator’s Guide in . Then choose Edit > Copy. locate \Cap_Docs\CapPro and copy capman. Insert the Capture Documentation CD. Task 9: Install the Capture Help Files The Capture help files are installed in the following location: C:\Program Files\FileNet\Capture\Programs.chm to C:\Program Files\FileNet\Capture\Programs. Navigate to a location on your local machine where you want to store the manual(s) and choose Edit > Paste. Capture Manager. Capture Desktop. For Capture Professional FaxEntry. 4. The Capture Installation and Upgrade Guide is in the Install folder. The help files are installed with the Capture software. Once you’ve inserted the CD or located the Help files. you can click Skip on the Capture Online Help Installation page. capman. To install the Capture help files after you install the software 1. During the Capture installation.chm format for Capture Professional. To install the Capture help files while you are installing the software 1. 2. The Capture Administrator’s Guide is in the CapPro folder. If you don’t have access to the Help files. locate \Cap_Docs\CapPro\ and copy faxentry. Then locate \Cap_Docs\CapPro and copy capman. Select the manual(s) you want to copy. Browse the Capture Documentation CD. insert the FileNet Capture Documentation CD or browse to the location of the Help files (CapDocs) and click OK.chm to C:\Program Files\FileNet\Capture\Programs. Open the Cap_Docs folder and double-click about_docs. and CAPTURE. and FaxEntry. .chm to C:\Program files\FileNet\Capture\Programs.

so ADR is automatically installed in the same drive as Capture Professional. d: drive) ADR will be installed at the same location.2 setup is complete. 2. If this is the last package you’re installing. Follow the instructions in the wizard and in the table below. At the prompt. To install ADR after Capture 5. Insert the Full Text OCR CD (OCR-2-PDF) in your drive or browse to the location of the setup files.2 after Capture installation by running FROCR setup. the settings properties values in the ADR examples must be modified for the new location since they are hardcoded for the default location. CAUTION In Capture 5. In this case. To install the ADR software 1.Installation Tasks for Optional Packages INSTALLATION AND UPGRADE GUIDE 48 Installation Tasks for Optional Packages You can install the optional packages--Full Text OCR and Doc Processing--during or after the Capture installation. 2. To install the full text OCR software 1. Click setup. you must rerun Capture 5. you install ADR as part of the Capture installation.. To upgrade from a previous version of ADR. Software License Authorization Key Perform the following action.. NOTES • • • In a Capture environment.2 setup from Add/ Remove program in the Control Panel and install ADR. ADR is not supported connected to Content Services (CS) libraries. . If you have installed Capture Professional in a location other than the default c: drive.. Enter your license key. You install ADR as part of the Capture installation.2.exe and then click OK. all ADR workstations must be running the same version of ADR. Task 11: Install the Full Text OCR Software You can install FTOCR 5. Task 12: Install the Advanced Document Recognition (ADR) Software Capture ADR is available only for Capture Professional. you must uninstall the previous ADR version. (for example. continue with “Installation Tasks for Documentation” on page 47 and then “Configuration Tasks” on page 51. In this window.. insert the ADR CD in your drive or browse to the location of the setup files.

Ready to Install the Program InstallShield Wizard Completed 3. To install to a different folder. Follow the instructions in the wizard and in the table below. Click Finish. click a feature’s icon to view the installation options for that feature. For information about a feature.ocx to CaptureMgr.. Setup Type Working Folder (for batches) The working folder is used by modules to share data. click Next. continue with “Installation Tasks for Documentation” on page 47 and then “Configuration Tasks” on page 51. If this is the last package you’re installing.Install the Doc Processing Software INSTALLATION AND UPGRADE GUIDE 49 In this window. Click setup. click its name. Kofax Installation Manager Perform the following action. A description is displayed on the right side of the page. To install to the default folder..10 setup.10 after Capture installation by running AIPE v4.. Follow the prompts in the wizard.. Task 13: Install the Doc Processing Software You can install AIPE 4. You must accept the terms of the license agreement to proceed with the installation. click Next. and then manually add KFImageProcess. If you select the Custom setup type. click Browse and select a location.. To install to a different folder. To install to the default folder. Click Install to begin the installation. License Agreement Perform the following action. Click the setup type you need for your workstation.exe and then click OK. To install the Doc Processing software 1. In this window. click Browse and select a location.. Read the Software and License Agreement and click I accept the terms in the license agreement. Insert the Kofax Adrenaline CD in your drive or browse to the location of the setup files. Read the instructions and click Next.. Verify that the Adrenaline Image Processing Engine is selected.. .

If this is the last package you’re installing.Install the Doc Processing Software INSTALLATION AND UPGRADE GUIDE 50 2. continue with “Installation Tasks for Documentation” on page 47 and then “Configuration Tasks” on page 51. .

The repository session name defines an alias for the repository.INSTALLATION AND UPGRADE GUIDE 51 Configuration Tasks Configuration Tasks Before you can connect Capture Desktop or Capture Professional to your libraries or object stores. .0x and a CE 3. 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. selecting a CE repository displays the following error message: Selected repository types requires installation of Content Engine Client Connectivity software. The system displays the Add Repository dialog box.5x object store from the same workstation. Select the repository type from the list in the Repository Type field. specify a repository session name in the Repository Session Name field. the operator will be prompted to enter the information each time Capture starts. That is. see “Configure SQL Server for Shared Repositories” on page 23 or “Configure Oracle Server for Shared Repositories” on page 26. If IDM desktop has not been installed. If CE Client Connectivity has not been configured. and then select Capture Manager . click Start and select Programs. 3. Select an Available Library or Object Store. If you leave this field blank and a password is required. For more information on Content Engine Client Connectivity. type the associated password in the Password field. NOTE • A single Capture workstation can connect to only one version of Content Engine at a time. see “Establish Content Engine Client Connectivity” on page 20. Tip Capture installation places a shortcut to Capture Manager on your desktop that you can use to launch Capture Manager. In Capture Manager window. Click FileNet Capture Desktop or FileNet Capture Professional. click Add in the Repositories section. If you entered a user name. This shortcut cannot be used with Vista operating system. you must use Capture Manager to configure repository sessions for each library and/or object store for your workstation. you can't connect to a CE 4. If you’re configuring a shared repository. Select the library for the repository session from the Available Object Stores list box. 5. the operator will be prompted to enter the password each time Capture starts. Task 14: Configure using Capture Manager To configure using Capture Manager 1. 2. From the Windows Toolbar. selecting a CS repository displays the following error message: Selected repository types require installation of FileNet IDM Desktop. 4. In the Add Repository dialog box.

continue with “Test the Capture Professional Installation” on page 44 . these fields will be disabled. NOTE If you are using Windows NT authentication. type the Data Source Name configured in Microsoft’s ODBC Data Source Administrator utility. For Capture Desktop. Click OK to add the repository. enter the Data Source Name. click Close. When you have configured all the necessary repositories. For Capture Professional.INSTALLATION AND UPGRADE GUIDE 52 Configure using Capture Manager For shared repositories only. If you configured a shared repository. continue with “Test the Scanner and Capture Desktop Installation” on page 35. 6.

you must reselect your scanner. For this release.1 to Capture Desktop 5. the older DLL’s are supported. • • • The Custom Component Creation Wizard is not available with this release.2” on page 54 “Upgrade Capture Desktop 5. you must uninstall the current version.0. .INSTALLATION AND UPGRADE GUIDE 53 Upgrade Planning and Procedures 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. However. Capture setup. Refer to the Kofax documentation for complete instructions.dll The new DLL’s are for components compiled with the VC2005 compiler.1 or 5. select the Help option from the main menu. so new components should be written with VC2005. the older DLL’s will be decommissioned in the future. and Kofax source configuration.dll replacesCapResHelper51. Once AIPE has been reinstalled. then click About. You can display the software release version and patch level from the About box. Task 15a: Upgrade Kofax-interfaced Scanners To reinstall the Kofax Adrenaline Image Processing Engine (AIPE).2” on page 55 “Upgrade Capture ADR” on page 56 NOTES • Two new DLL’s are provided with this release: • • CaptureHelper2.dll CapResHelper2. If you want to add a third-party component to an existing installation. The initialization of Doc Processing can be affected by some external factors such as Kofax AIPE setup. 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.1 or 5. To display the About box. To avoid problems with Doc Processing initialization.0.1 to Capture Professional 5.dll replaces CaptureHelper51. The old DLL’s are for components compiled with VC6. you must re-install your existing components and install the new component.

INSTALLATION AND UPGRADE GUIDE 54 Upgrade Fax Entry Workstations If you are using the same board that you used for a previous Capture release.1 or 5. and then select Tools from the menu bar. and Capture path.2.2. Click Select Scanner to display the list of available scanners. there are certain restrictions when you upgrade from one Capture package to another.1 and you’d like to upgrade to Capture Professional for DocEntry v5.1 or 5. 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.2. you will be prompted to insert the Capture 5. If you want to save the data in the file. See “Accessing IBM FileNet Documentation” on page 7 for more information. if you are upgrading to Capture Professional 5. 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.) For more information.0. NOTE If you are upgrading from Capture 5. Select Configure and then Scan to display the scanner configuration property page.log by default) from the \FaxEntry\Journal directory before you upgrade your fax station.2.1 to 5. you’ll want to preserve local settings.2. • • You cannot upgrade directly from Capture Desktop to Capture Professional. update the Kofax runtime files for that board before you install Capture 5. templates. For example.1 before you install Capture 5.2. Refer to your scanner manufacturer’s web site for updates and additional information. . However.2 installation CD or provide a path to the installation file. you should commit the log file or save it on another location. Task 16a: Upgrade Capture Professional 5. Task 15b: Upgrade Fax Entry Workstations If you have enabled the journal log on your fax station. you may use Pixel Translations drivers included with specific scanners or those provided directly by Pixel Translations.1 to Capture Professional 5. when you reboot after the upgrade. you must delete the old log (FEJrn. you do not need to uninstall Capture Desktop 5. If you are installing Capture Professional 5.2 automatically installs Pixel Translations scanner drivers for many popular scanners. if you have Capture Professional for Hi-Volume Scan v5. After Capture is installed: • For Capture Professional: Select a batch. If you are upgrading and your new setup contains fewer components.1 package before you install Capture 5. You must first uninstall Capture Desktop and then upgrade to Capture Professional. • In addition to the scanners supported directly with Capture.0.0. Pixel Translations (Scan/ISIS or SCSI) Scanners Capture 5. you must uninstall the Capture 5. After the scanner and driver are installed and the scanner is tested.1 or 5.1 or 5.2 on a workstation that is running a 5.2 is compatible with any ISIS driver that is based on the Pixel Translations toolkit. you must uninstall Capture 5.2 Generally. install Capture.0. (Capture 5. please see the Scanner Support Policy on the IBM Support site.1 release of Capture.1.

2 installation CD or provide a path to the installation file. To make a backup of your local repository. NOTES • • If you choose Yes to use the existing repository.1. Restart your workstation when prompted. 2. when you reboot after the upgrade. folders or batches associated with your libraries. and templates located there to a safe location.) 5. NOTE If you are upgrading from Capture 5. (You will get a separate prompt for each repository that was configured for the previous installation.1 or 5. you do not have to uninstall the previous version of Capture Desktop. all customized folders.1 to Capture Desktop 5. copy the associated . Install Capture 5. • • You cannot upgrade directly from Capture Professional to Capture Desktop. and all customized capture paths.1 or 5. 2. batches. NOTE Your local repository will be deleted if you uninstall Capture 5. batches and a link to customized settings for the corresponding library.0 or 5. copy all the customized capture paths. Install Capture Desktop 5. make a copy of the database ([LibraryName]DS. settings. 3.2. you will want to preserve data. If you choose not to use the previous version.2.0. and templates on the local workstation 1. To preserve data.2.2 on a workstation that is running Capture Desktop 5. You will be asked if you want to use the previous library file. and templates on the local workstation before you proceed.2 INSTALLATION AND UPGRADE GUIDE 55 To preserve local settings templates. you must uninstall the previous version of Capture before you install Capture 5.1 to Capture Desktop 5. 3.mdb file to a safe location. . Finish all processing and add all batches to the appropriate library. settings. If you are upgrading and your new setup contains fewer components.mdb) file for each library and store it in a backup folder. there are certain restrictions when you upgrade from one Capture package to another. you will be prompted to insert the Capture 5.0. If you are using the local repository for purposes other than a backup. If you are installing Capture Desktop 5.1 to 5. if you are upgrading to Capture Desktop 5. To back up custom settings. and capture path 1.0 or 5. settings. batches and settings files will be overwritten by a blank database file. all your custom folders.Upgrade Capture Desktop 5.2.1.2. Task 16b: Upgrade Capture Desktop 5.2 Generally. and settings files should be retained. This file contains the folders. 4. You must first uninstall Capture Professional before you upgrade to Capture Desktop. However. and templates will be lost if they are not backed up. settings.

. If you accidentally initialized the database. or if your customizations are not available for some other reason.2 with the new version of ADR.INSTALLATION AND UPGRADE GUIDE 56 Upgrade Capture ADR 6. you can restore the library database file by using the backup of the file you copied in step 2. Task 16c: Upgrade Capture ADR Use Control Panel > Add or Remove Programs to uninstall the previous version of Capture ADR before you install Capture 5.

.INSTALLATION AND UPGRADE GUIDE 57 Remove Software 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.

See “Installation Tasks for Documentation” on page 47 for more information. Then click Remove. Select FileNet Capture Full Text OCR 5. Follow the instructions in the wizard. To remove the Capture manuals (PDF files) 1. Uninstalling Capture does not remove all the vendor software that is used by Capture. Then click Remove. Remove Full Text OCR To remove Full Text OCR 1.2.Remove Capture Desktop or Capture Professional INSTALLATION AND UPGRADE GUIDE 58 Remove Capture Desktop or Capture Professional NOTES • • Capture Manager is removed when you uninstall Capture Desktop or Capture Professional. To remove Capture Desktop or Capture Professional NOTE When you remove Capture from your system. 2. 2. Navigate to the location where you copied the Capture manuals. Verify that you want to remove the software. Navigate to Control Panel > Add/Remove Programs. Remove Advanced Document Recognition To remove Advanced Document Recognition 1. Capture Doc Processing is also removed. 3. Remove Capture Documentation The Capture help files are removed automatically when you uninstall Capture Desktop or Capture Professional. Select the files and press Delete.2. Select FileNet Capture ADR. 2. Select FileNet Capture 5. Then click Remove. . 2. Navigate to Control Panel > Add/Remove Programs. Follow the instructions in the wizard. 1. Navigate to Control Panel > Add/Remove Programs.

contact the IBM Intellectual Property Department in your country or send inquiries. to: IBM World Trade Asia Corporation Licensing 2-31 Roppongi 3-chome. BUT NOT LIMITED TO. services. 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. Any functionally equivalent product. The furnishing of this document does not grant you any license to these patents.A. However. to: IBM Director of Licensing IBM Corporation North Castle Drive Armonk.S. in writing.INSTALLATION AND UPGRADE GUIDE 59 Notices This information was developed for products and services offered in the U. Changes are periodically made to the information herein. these changes will be incorporated in new editions of the publication. program. INCLUDING. or service that does not infringe any IBM intellectual property right may be used instead. or service may be used. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. therefore. or service. program. IBM may have patents or pending patent applications covering subject matter described in this document. or features discussed in this document in other countries. it is the user’s responsibility to evaluate and verify the operation of any non-IBM product. program. in writing. program. You can send license inquiries. Any reference to an IBM product. Minato-ku Tokyo 106-0032.S. NY 10504-1785 U. For license inquiries regarding double-byte (DBCS) information. this statement may not apply to you. THE IMPLIED WARRANTIES OF NON-INFRINGEMENT. IBM may not offer the products. This information could include technical inaccuracies or typographical errors. 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. or service is not intended to state or imply that only that IBM product. MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions.A. The materials at those Web . Consult your local IBM representative for information on the products and services currently available in your area. EITHER EXPRESS OR IMPLIED.

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a product of Stellent. cannot guarantee or imply reliability. Windows.INSTALLATION AND UPGRADE GUIDE 61 COPYRIGHT LICENSE This information contains sample application programs in source language. Inc.S. modify.. . therefore. assumes no liability for any claim that may arise regarding this incorporation. Other company. Portions of this product Copyright © 1991-2003 Pixel Translations. IBM disclaims all warranties. IBM.416. In addition.094. Trademarks The following terms are trademarks of the International Business Machines Corporation in the United States. using. other countries. UNIX is a registered trademark of The Open Group in the United States and other countries. Patents Disclosure This product incorporates technology covered by one or more of the following patents: U. and service names may be trademarks or service marks of others. product. marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written.S. 1997-2003. 5. Windows NT.505. Portions of this product Copyright © 1993-2003 Kofax Image Products. U. You may copy. Patent Numbers: 6. This product incorporates Outside In® (7. serviceability. This software is based in part on the work of the Independent JPEG Group. Copyright ©1991-2003 Stellent. or both: IBM ibm. which illustrate programming techniques on various operating platforms. other countries.855.625.508. 5. 5. Inc.5) Conversion Technologies.com AIX FileNet DB2 Microsoft.465. Inc. Portions of this product Copyright Microsoft Corporation. a Division of Captiva Software Corporation. All rights reserved. 5. and distribute these sample programs in any form without payment to IBM. All rights reserved. Portions of this product Copyright © 1991-1997 Seagate Software. Stellent.369.768. arising from the use of Outside In Conversion Technologies. Inc. These examples have not been thoroughly tested under all conditions. both express and implied. Chicago. and the Windows logo are trademarks of Microsoft Corporation in the United States. or function of these programs. for the purposes of developing. or both.258.

40 run silent install script 32.INSTALLATION AND UPGRADE GUIDE 62 Index Index A Active Directory domain. 21 document processing functions 37 documentation install 47 manuals and help 7 updates 9 domain name 22 L log files 34. 27 distributed processing 37 DocProcessing 30. create 23. 19 Source Manager 19 toolkit 18 upgrade 53 Kofax toolkit 13 Kofax VRS 13 D Data Source Name. 24. 26. create 35. 46 bes_clean 22 C Capture Desktop install 29 select scanner 35 start 35 Capture Manager configure 51 Capture Professional install 37 start 44 checklist for system setup 18 configuration tasks 51 configure Capture Manager 51 Image Services 21 scanner settings for Capture Desktop 36 SQL server for shared repositories 23 SQL server for shared statistics database 24 Content Engine Capture workstations 12 establish connectivity 20 install 20 system configuration worksheet 16 Content Services install 19 system configuration worksheet 15 J join Active Directory domain 20 K Kofax 31 adapter card 18 Hardware Runtime Files 18. 39 document class 20. 43 M memory requirements 10 . 41 tasks for scanning workstations 29 B back up BES Config folder 22 batch. join 20 adapter card Kofax 18 SCSI 18 Advanced Document Recognition (ADR) 39 H hardware requirements 10 I IDM Desktop add libraries 28 Capture workstations 11 Content Services 11 install 28 requirements 11 Image Services Capture workstations 12 install 21 system configuration worksheet 17 install Capture Desktop (normal) 29 Capture Desktop (silent) 31 Capture Professional (normal) 37 Capture Professional (silent) 40 Content Engine 20 Content Services 19 Doc Processing software 49 documentation 47 Full Text OCR software 48 IDM Desktop 28 Image Services 21 planning 9 record silent install script 31.

39 Pixel Translations toolkit 12 post-scan document processing 37 processor requirements 10 worksheets configuration for Content Engine 16 configuration for Content Services 15 configuration for Image Services 17 workstation requirements 10 workstation setup checklist 18 R remove software 57 requirements hardware 10 IDM Desktop 11 memory 10 processor 10 scanner 12 workstation 10 S scan a test image 36. configure for Capture Desktop 36 scanning workstations. install software 29. 37 SCSI adapter card 18 software release version 7. 53 system configuration worksheet Content Engine 16 Content Services 15 Image Services 17 system requirements hardware 10 system setup checklist 18 T test Capture Desktop installation 35 Capture Professional installation 44 image 36. 46 toolkit Pixel Translations 12 toolkit Kofax 13 U upgrade 53 Capture Desktop 55 Capture Professional 54 fax entry workstations 54 Kofax 53 Pixel 54 .INSTALLATION AND UPGRADE GUIDE 63 Index N non-scanning workstation description of 10 V Virtual ReScan scanner (VRS) 13 W P PDF/ Full Text OCR 30. 46 scanner requirements 12 scanner settings.

Program Number: 5724-R77 Printed in USA GC31-5580-00 .