Professional Documents
Culture Documents
Version 5.2
Installation Guide
GC31-5580-00
IBM FileNet Capture
Version 5.2
Installation Guide
GC31-5580-00
Note
Before using this information and the product it supports, read the information in “Notices” on page 59.
5
This edition applies to version 5.2 of IBM FileNet Capture (product number 5724-R77) and to all subsequent
releases and modifications until otherwise indicated in new editions.
© Copyright International Business Machines Corporation 2001, 2008. All rights reserved.
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with IBM Corp.
INSTALLATION AND UPGRADE GUIDE 5
Contents
Contents
Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Revision Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Workstation Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
IDM Desktop and Capture Workstations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Content Services and IDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Content Engine and Capture Workstations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Image Services and Capture Professional Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Scanner Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Pixel Translations (ISIS) Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Kofax Image Products Interface Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Pre-installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Task 1: Record Configuration Information for Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Task 2: Workstation Setup Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Task 3: Configure Your Server for Capture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Task 3a: Install Content Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Task 3b: Install Content Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Task 3c: Install Image Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Task 4a: Configure SQL Server for Shared Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Task 4b: Configure SQL Server for Shared Statistics Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Task 4c: Configure Oracle Server for Shared Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Task 4d: Configure Oracle Server for Shared Statistics Database . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Task 4e: Install IDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Task 14: Configure using Capture Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Remove Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
NOTES
• If you are upgrading or converting a workstation from an earlier release of Capture, please
refer to “Upgrade Planning and Procedures” on page 53.
• You can display the software release version from the application software About box. To
display the About box, select the Help option from the main menu and then click About.
This manual makes the following assumptions:
• You are familiar with general PC operations and basic Windows commands.
• You are familiar with configuring and installing peripheral components if you are performing
your own hardware integration.
Related Documentation
This section lists other documentation to refer to when installing and using your Capture
workstation.
For a list and a description of all the Capture manuals, please refer to the FileNet Capture
Documentation Roadmap.
For information about FileNet Image Services software, refer to the Image Services System
Administrator’s Handbook and Image Services System Administrator’s Companion.
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 Revision
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 Capture-
Print-RCS Products Dependency Matrix located on the IBM Support site. IDM Desktop, Image
Services, Content Services, Content Engine, and Records Manager requirements are also in the
products dependency document. Some additional information about some of these products is
provided in this installation guide, starting at page 11.
Both Capture Desktop and Capture Professional systems can have two types of workstations: a
scanning workstation and a non-scanning workstation.
• A scanning workstation typically consists of a computer and a scanner attached through a
scanner-interface controller. These workstations can also include the File Import component
to bring files into the system for processing. An optional Doc Processing package is available
for features such as image enhancement and bar code recognition.
• A non-scanning workstation is typically used to perform functions such as image verification,
document assembly, indexing and committal. Non-scanning workstations can also use the
optional Doc Processing package for image enhancement and other processing features.
Capture Desktop workstations can be connected to a FileNet Content Services (CS) library or a
FileNet Content Engine (CE) library. Multiple workstations can also share access to a shared
Content Services or shared Content Engine library. This permits distributed processing.
Capture Professional workstations can be connected to an Image Services (IS) library, a
Content Engine library, or a Content Services library and can also communicate with other
workstations in a distributed processing environment. Capture Professional allows multiple
workstations to access the images and the system administrator to distribute processing in a way
that works best for a particular operation. For more information on how to customize the
installation for your facility, refer to the Capture Administrator’s Guide.
Hardware Requirements
System 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.
INSTALLATION AND UPGRADE GUIDE 11
IDM Desktop and Capture Workstations
Before you install Capture, your Content Services system administrator should make sure that all
necessary upgrades and fix packs have been installed to accommodate the Capture software.
Note that Capture requirements may be superseded by IDM Desktop requirements.
Scanner Requirements
Capture communicates with the scanner through software toolkits from Pixel Translations or Kofax
Image Products. These toolkits, in turn, require specific scanner interface cards and scanner
drivers. Support for a specific scanner depends on the combination of toolkit, driver, and interface
card used.
Pre-installation Tasks
Before you install the Capture software, set up your workstation using the following procedures.
After you have set up the workstation, refer to “Configure Your Server for Capture” on page 19 to
configure your library (repository) if necessary.
After you complete all workstation setup requirements, you may want to install IDM Desktop. See
“Install IDM Desktop” on page 28 for information.
Item Details
Windows Administrator Login name and
password
Scanner manufacturer
Scanner model number
Scanner interface controller type
Folder for Capture file installation
For each Content Services library, you will need the following.
NOTES
• The Host Machine and the Name of Host Machine need not be the same
• Content Services names are case sensitive.
Item Details
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
INSTALLATION AND UPGRADE GUIDE 16
Record Configuration Information for Workstations
Item Details
Windows Administrator Login name
and password
Scanner manufacturer
Scanner model number
Scanner interface controller type
Folder for Capture file installation
For Content Engine systems, you will need the following from your CE administrator:
Item Details
Content Engine Domain name
Content Engine Domain Login to
add workstation to the domain
Default Library Name (Object Store)
for each CE library
For Shared systems:
Data Source Name (DSN)
SQL Server Name
(SQL) Data Base Name
(SQL) Data Base Login
Oracle TNS Server Name
(Oracle) Data Base Name
(Oracle) Data Base Login
INSTALLATION AND UPGRADE GUIDE 17
Record Configuration Information for Workstations
Item Details
Windows Administrator Login name
and password
Scanner manufacturer
Scanner model number
Scanner interface controller type
Folder for Capture file installation
Domain and organization names for the Image Services server (note that domain and organization
names are case sensitive)
Item Details
Default Batch Service, if applicable
(Bes, Bes1, Bes2, etc.)
Login name
Password
For Offline or Shared Offline:
Data Source Name (DSN)
SQL Server Name
(SQL) Data Base Name
(SQL) Data Base Login
Oracle TNS Server Name
(Oracle) Data Base Name
(Oracle) Data Base Login
INSTALLATION AND UPGRADE GUIDE 18
Workstation Setup Checklist
11. If you’re using Content Engine libraries for versions earlier than 4.0, join the workstation to the
domain of the Active Directory and establish CE client connectivity. For more information, see
“Install Content Engine” on page 20.
NOTE If you are installing an optional third-party fax package, install Capture first and then install
the fax application, following the third-party instructions.
When using Capture Professional, you must create a document class on the Content Services
library called “‘.” Security must not restrict access to the Indexless document class.
When you have finished installing and configuring the Content Services library, continue with
“Install IDM Desktop” on page 28 to install IDM Desktop on your workstation.
1. From the Windows Start menu, click Settings and then Control Panel.
2. Click System to display the System Properties dialog box.
3. On Windows XP systems, click the Computer Name tab.
4. Click Change.
5. Under the Member of section, click Domain and enter the CE server domain name. Click OK.
The system displays a user name and password prompt.
6. Enter the domain user name and password and click OK. The system displays an
acknowledgement and then a reminder to restart the computer. Click OK to clear each message,
but leave the System Properties dialog box displayed.
7. Do not restart the computer. From the Windows Start menu, click Settings and then Control
Panel. Select User Accounts.
8. Click Add to display the Add New Users dialog box.
9. Enter the domain name and CE user name you used in steps 5 and 6. Click Next.
10. Click Other and then select Administrators from the list. Click Finish.
11. Click OK twice and then click Yes to restart the computer.
• For Content Engine 4.0, the Capture 5.2 client workstation does not have to exist in the same
Windows domain as the Content Engine server.
• During the installation of the CE 4.0 client software, you must provide information about the
P8 4.0 object store so a Capture Repository session name can be assigned to it. For
information, please see Working with Repositories > Adding a Repository Session > Content
Engine or Shared Content Engine in the Capture Manager Help.
To establish Content Engine client connectivity
1. Install the P8 Content Engine Client Connectivity modules from the P8 Content Engine software
CD by selecting the custom installation option. The version of the Content Engine client modules
must match that of the Content Engine server.
2. Provide information about the P8 4.0 object store so a Capture Repository session name can
be assigned to it. For information, please see the Capture Manager Help.
3. Apply the latest Content Engine fix packs. The version of the Content Engine client modules
must match that of the Content Engine server.
NOTE For a list of the Content Engine versions that are supported by Capture 5.2, see the FileNet
Capture-Print-Fax Products dependency matrix on the IBM Support site.
1. Create document classes for use with Capture Professional using the Database Maintenance
application. A document class with the name of “Indexless” is required as a minimum. “Index-
less” must be spelled and capitalized exactly as shown. Security must not restrict access to the
Indexless document class.
2. Create indexes.
Setting up document classes and indexes is described in the “Database Maintenance” chapter of
the System Administrator’s Handbook.
4. From the list of available ODBC database drivers, select SQL Server.
NOTE If SQL Server does not appear on the list, cancel out of the Administrator and install the
necessary SQL Server Client Libraries on the workstation.
5. Click Finish to start the New Data Source wizard.
6. On the first screen of the wizard, enter the DSN string you want to use in the Name field and the
name of the PC running SQL Server in the Server field. Select how SQL Server should verify
authenticity (Windows NT or SQL Server login). Click Next.
7. On the second screen of the wizard, select the appropriate authentication method and click
Client Configuration.
8. Verify the following settings:
Server Alias: the name of the PC running SQL Server
Network libraries: select TCP/IP
Server Name: the name is the same as the name for Server Alias
Ensure that the Dynamically determine port check box is selected.
Click OK.
9. Select the Connect to SQL Server to obtain... check box.
Enter the account name in the Login ID field.
Enter the password set up by your SQL system administrator in the Password field.
Click Next.
NOTE If you are using Windows NT authentication, these fields will be disabled and you need
not enter the information.
10. On the third screen of the wizard, select Change the default... and choose the database created
for the shared repository from the list.
Select Use ANSI quoted...
Select Use ANSI nulls....
Click Next.
11. On the fourth screen of the wizard, select Perform translation... and click Finish.
12. On the fifth screen of the wizard, click Test Data Source. If the system does not display a
message that tests have completed successfully, repeat the procedure.
13. Verify that the new DSN is listed on the System DSN tab.
14. After you have installed IDM Desktop and Capture Professional, start Capture Manager and
click Statistics to display the Statistics Control dialog box. Ensure the Enable Statistics check
box is selected and click OK.
15. Close Capture Manager and start Capture Professional. Select Report Setup from the File
menu. Select the Database Tab. Enter the Data Source Name of the statistics database in the
DSN field. (You can find the Data Source Name in the Name field of the Microsoft SQL Server
DSN Configuration dialog box.) If you are using SQL authentication, enter the SQL User ID and
Password. Click OK.
INSTALLATION AND UPGRADE GUIDE 26
Configure Oracle Server for Shared Repositories
Add Libraries
Once you have installed IDM Desktop, use IDM Configure to add your libraries. Refer to the IDM
Configure Online Help for more information.
1. Insert the Capture CD or browse to the location of the setup files. If the Capture Setup screen is
not displayed on the screen, run Splash.exe. Follow the instructions in the wizard and in the
table below.
License Agreement Read the License Agreement and click I accept the terms.... You
must accept the terms of the license agreement to proceed with
the installation. You can print the license agreement.
Capture Product Select the Capture Desktop package you are installing.
Selection
• Capture Desktop - Scan (includes Scan, File Import, and
DocEntry)
• Capture Desktop - File Import (includes File Import and
DocEntry)
• Capture Desktop - DocEntry (includes DocEntry)
• Capture Professional - High Volume Scan
• Capture Professional - Low/Med Volume Scan
• Capture Professional - File Import
• Capture Professional - DocEntry
• Capture Professional - FaxEntry
Choose Destination To install to the default folder, click Next. To install to a different
Location folder, click Browse and select a location.
INSTALLATION AND UPGRADE GUIDE 30
Normal Capture Installation
Start Copying Files Review the selections. You can click Back to go back and change
your selections, if necessary.
Capture Online Help For installation instructions, see “Installation Tasks for
Installation Documentation” on page 47. If you don’t have access to the Help
files, you can click Skip.
Full Text OCR Setup If you selected Full Text OCR on the Select Packages page,
when requested, insert the appropriate CD or browse to the
location of the setup files, click setup.exe, and then click OK. See
“Install the Full Text OCR Software” on page 48 for instructions.
Capture Doc Processing If you selected Capture Doc Processing on the Select Packages
Setup page, when requested, insert the appropriate CD or browse to
the location of the setup files, click setup.exe, and then click OK.
See “Install the Doc Processing Software” on page 49 for
instructions.
INSTALLATION AND UPGRADE GUIDE 31
Silent Capture Desktop Installation
Install Wizard Complete Select the appropriate option for restarting your computer. Then
click Finish.
2. When the setup has finished, select the appropriate option for restarting your computer.
3. After the computer has restarted and you’ve logged in, the Capture installation process
resumes. You may see a number of messages while the installer registers the various
components.
4. If you have no more options to install, continue with “Installation Tasks for Documentation” on
page 47 and then “Configuration Tasks” on page 51.
If you will be installing doc processing during the record mode, you must install AIPE first. See
“Install the Doc Processing Software” on page 49.
1. Open a command window and run the following command:
D:\>setup /r /f1"c:\capturesetup.iss"
This command generates a response file called capturesetup.iss (or any file name you
specify) which contains the installation options you selected. You can specify a folder other
than the root folder for the location of this file.
NOTES
• The response file is unique to an installation scenario. The configuration details in the recorded
and the replicated systems must be identical. For example, the disk drive selected for the install in
the response file must be the same as that used in the subsequent silent installations.
• There is no space between the f1 and the "c:\.
• The response file has to be accessible to each station that requires silent install. It can reside on a
shared drive or it can be copied to each station.
2. The system displays the InstallShield Wizard dialog box as it prepares to install Capture. Follow
the steps for a normal installation as described in “Normal Capture Installation” on page 29.
3. There are two methods for installing Full Text OCR software as part of a silent install.
INSTALLATION AND UPGRADE GUIDE 32
Silent Capture Desktop Installation
• Installing Full Text OCR software as part of the Capture silent install. With this install method,
select the PDF/Full Text OCR check box. You must specify a location for the Full Text OCR soft-
ware CD. The location you specify should be a network resource or a secondary CD drive on the
current computer. The location recorded in this step will be the location used by each of the sta-
tions to find the Full Text OCR installation software while in Capture Professional Silent install
mode.
• Installing Full Text OCR software separately. With this install method, you do not select the
PDF/Full Text OCR check box. You install the Full Text OCR software after the Capture Profes-
sional Silent installation is complete. This may be convenient if you do not have a network CD drive
available or if your computer does not have two CD drives.
To install the Full Text OCR software separately from the Capture silent install, from a
command window, run
setup /s
You must do this from the OCR CD location.
4. Continue with “Configuration Tasks” on page 51.
5. Continue with “Run the Silent Install Script” on page 32 to repeat the recorded steps on the next
system in silent mode.
sional Silent installation is complete. This may be convenient if you do not have a network CD drive
available or if your computer does not have two CD drives.
To install the Full Text OCR software separately from the Capture silent install, from a
command window, run
setup /s
You must do this from the OCR CD location.
INSTALLATION AND UPGRADE GUIDE 34
Silent Capture Desktop Installation
5. After the silent install completes, the computer restarts automatically. After you log in, the
Capture installation process resumes and you may see a number of messages while the
installer registers the various components.
6. Continue with “Configuration Tasks” on page 51.
Log Files
No message boxes are displayed when you install a system in silent mode. All install information
is written to a log file. There are two log files for Capture: Capture setup and Full Text OCR.
The Capture setup file is called CaptureSetup.log and contains the following information:
• Product name
• Installation destination
• Which package the user selected
• Installation start time and end time
• Components added to Capture Manager
• Error messages such as “Please install Kofax DocProcessing before running Capture Setup in
silent mode.”
The following is an example of a Capture Setup log file:
-------------Start of Install on 06-29-2007 15:00:46
Product Name: FileNet Capture 5.2
SILENT MODE
Destination folder: C:\Program Files\FileNet\Capture\
Capture Record Activator selected.
Begin copying files...
Done copying files.
After reboot at 15:04:10
Added to Capture Manager: scan.ocx
Added to Capture Manager: imageimport.ocx
Added to Capture Manager: ImageVerify.ocx
Added to Capture Manager: kfimageprocess.ocx
Added to Capture Manager: blankpage.ocx
Added to Capture Manager: ZonalOCR.ocx
Added to Capture Manager: EventMgr.ocx
Added to Capture Manager: Assembly.ocx
Added to Capture Manager: index.ocx
Added to Capture Manager: indexverify.ocx
Added to Capture Manager: Merge.ocx
Added to Capture Manager: commit.ocx
Added to Capture Manager: printfax.ocx
Added to Capture Manager: RecordAct.ocx
The Full Text OCR log file is called CaptureFTOCR.log and contains the following information:
• Product name
• Start time and end time of installation
• Error messages
INSTALLATION AND UPGRADE GUIDE 35
Test the Scanner and Capture Desktop Installation
1. From the Windows Toolbar, click Start and select Programs. Click FileNet Capture Desktop and
then select Capture Desktop from the sub-menu.
2. If you are prompted, enter a user name and password.
When the program loads, you should see the Advanced Mode Capture Desktop window.
3. To specify the type of scanner you are using, open the Options menu from the toolbar and
choose Select Scanner. Select the type of scanner you are using from the list displayed.
If you are using a Kofax board and you created a source during configuration of the Kofax
Source Manager (KSM), select the source name you specified (such as “Kofax Engine 1”).
Click OK.
1. On the Capture Desktop screen, select the library you want to use from the Library list.
2. Next to the Batch Name field, click Browse to display the Select Batch dialog box.
3. Highlight your library name and click Create Folder. Enter your folder name and click OK.
4. With your new folder name highlighted, click Create Batch to display the Create Batch dialog
box. Enter the batch name. Select the document class from the Document class list.
Click OK.
5. Click OK in the Select Batch dialog box to confirm the batch creation.
INSTALLATION AND UPGRADE GUIDE 36
Test the Scanner and Capture Desktop Installation
1. Select Scan on the Scan tab, and then click Advanced Settings. This displays the Scan Proper-
ties dialog box.
The configuration options that are presented depend on the type of scanner you are using. For
specific information on options available through the Extended Options, refer to the
documentation provided with your scanner or scanner driver.
1. From the Capture Desktop screen, verify that the Library field contains the correct library and
that the Batch Name field contains your new batch.
2. Verify that your scanner is configured. Click Scan. Click Advanced Settings in the lower-right
corner. If your scanner is configured, it appears in the Scanner field on the General tab.
If your scanner is not configured:
a. Click Select Scanner and select a scanner from the list.
b. Click Apply to add your scanner. Click OK to close the Advanced Settings list.
3. Place a test sheet in the scanner’s feeder tray or on the flatbed of the scanner.
4. In the Document Source section, verify that the Scan button is selected. Then click Scan on the
lower-right corner of the screen to display the Scan window.
5. If you want to see the page in the Contents window, click the Enable Viewer check box in the
lower left corner of the window.
6. Click Start at the top of the window. The scanner initializes and scans the test sheet.
7. If the page was successfully scanned, the newly-acquired image displays under the selected
batch as a page icon in the Scan window. If you selected the Enable Viewer check box, the
scanned page will display in the Contents window.
8. On the Scan screen, click Done at the bottom when you’ve finished. Depending on your scanner,
a pop-up may ask you to confirm that you have finished. If you were not able to scan the page,
verify the installation procedures.
9. You should delete this test batch when your scanner tests are complete.
INSTALLATION AND UPGRADE GUIDE 37
Installation Tasks for Capture Professional Workstations
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
1. Insert the Capture CD or browse to the location of the setup files. If the Capture Setup screen is
not displayed on the screen, run Splash.exe. Follow the instructions in the wizard and in the
table below.
License Agreement Read the License Agreement and click Accept the terms.... You
must accept the terms of the license agreement to proceed with
the installation.
INSTALLATION AND UPGRADE GUIDE 38
Normal Capture Professional Installation
Capture Product Select the Capture Professional package you are installing.
Selection
• Capture Desktop - Scan
• Capture Desktop - File Import
• Capture Desktop - DocEntry
• Capture Professional - High Volume Scan
• Capture Professional - Low/Med Volume Scan
• Capture Professional - File Import
• Capture Professional - DocEntry
• Capture Professional - FaxEntry
Start Copying Files Review the selections. Click Back to go back and change your
selections if necessary.
Capture Online Help For installation instructions, see “Installation Tasks for
Installation Documentation” on page 47. If you don’t have access to the Help
files, you can click Skip.
Full Text OCR Setup If you selected Full Text OCR on the Select Packages page,
when requested, insert the appropriate CD or browse to the
location of the setup files, click setup.exe, and then click OK. See
“Install the Full Text OCR Software” on page 48 for instructions.
INSTALLATION AND UPGRADE GUIDE 40
Silent Capture Professional Installation
Advanced Document If you selected ADR on the Select Packages page, when
Recognition (ADR) Setup requested, insert the appropriate CD or browse to the location of
the setup files, click setup.exe, and then click OK. See “Install the
Advanced Document Recognition (ADR) Software” on page 48 for
instructions.
Capture Doc Processing If you selected Capture Doc Processing on the Select Packages
Setup page, when requested, insert the appropriate CD or browse to
the location of the setup files, click setup.exe, and then click OK.
See “Install the Doc Processing Software” on page 49 for
instructions.
Install Wizard Complete Select the appropriate option for restarting your computer, and
then click Finish.
2. After the computer has restarted and you are logged in, the Capture installation process
resumes. You might see a number of messages while the installer registers the various
components.
3. If you have no more options to install, continue with “Installation Tasks for Documentation” on
page 47 and then “Configuration Tasks” on page 51
1. If you are installing doc processing during the record mode, you must install AIPE first. See
“Install the Doc Processing Software” on page 49.
2. Open a command window and run the following command (or you can specify a file name):
D:\>setup /r /f1"c:\capturesetup.iss"
This command generates a response file capturesetup.iss (or the file name you specify) which
contains the installation options you selected. You can specify a folder other than the root
folder for the location of this file.
If you will be installing ADR (Advanced Document Recognition), you must select the Advanced
Document Recognition (ADR) check box, and then install the ADR software.
NOTES
INSTALLATION AND UPGRADE GUIDE 41
Silent Capture Professional Installation
• The response file is unique to an installation scenario. The configuration details in the recorded
and the replicated systems must be identical. For example, the disk drive selected for the install in
the response file must be the same as that used in the subsequent silent installations.
• There is no space between the f1 and the "c:\.
• The response file must be accessible to each station that requires silent install. It can reside on a
shared drive or it can be copied to each station.
3. The system displays the InstallShield Wizard dialog box as it prepares to install Capture. Follow
the steps for a normal installation as described in “Normal Capture Professional Installation” on
page 37.
4. To install Full Text OCR software, use one of the following methods:
• Install Full Text OCR software as part of the Capture silent install. With this install method,
select the PDF/Full Text OCR check box. You must specify a location for the Full Text OCR soft-
ware CD. The location you specify should be a network resource or a secondary CD drive on the
current computer. The location recorded in this step will be the location used by each of the sta-
tions to find the Full Text OCR installation software while in Capture Professional Silent install
mode.
• Install Full Text OCR software separately. With this install method, you do not select the PDF/
Full Text OCR check box. You install the Full Text OCR software after the Capture Professional
Silent installation is complete. This may be convenient if you do not have a network CD drive avail-
able or if your computer does not have two CD drives.
To install the Full Text OCR software separately from the Capture silent install, from a
command window, run
setup /s
You must do this from the OCR CD location.
5. Continue with “Configuration Tasks” on page 51.
6. Continue with “Run the Silent Install Script” on page 41 to repeat the recorded steps on the next
system in silent mode.
ACCEPT_LICENSE=YES
LOCATION=Drive:\
[OPTIONAL]
Example 4: To do a minimum installation and exclude the Recognition module (other modules will
be installed, based on license):
[REQUIRED]
LICENSE=123-4567890 (replace by the actual ADR license key)
ACCEPT_LICENSE=YES
LOCATION=Drive:\
[OPTIONAL]
MINIMUM=YES
MODULE_RECOG=NO
The following command runs both Capture and ADR silent installation:
Log Files
No message boxes are displayed when you install a system in Silent mode. All install information
is written to a log file. There are two log files for Capture: Capture setup and Full Text OCR.
The Capture setup file is called CaptureSetup.log and contains the following information:
• Product name
• Installation destination
• Which package the user selected
• Installation start time and end time
INSTALLATION AND UPGRADE GUIDE 44
Test the Capture Professional Installation
1. From the Windows Toolbar, click Start and select Programs. Click FileNet Capture, and then
click Capture Professional from the sub-menu.
INSTALLATION AND UPGRADE GUIDE 45
Test the Capture Professional Installation
Connect to a Repository
Use the following steps to verify that Capture can connect to a repository and open a batch there.
To connect to a repository
1. Open the Local Repository in the Tree view. (Because you are doing this configuration as part of
a test, do not use a remote or BES repository at this time. Limit your configuration changes and
testing to the local repository.)
2. Open the Config folder.
3. Open the Settings node. Highlight the DefaultSettings object.
4. To select the scanner, select the Tools command from the menu bar, and then click Configure.
Select Scan from the list of components. This displays the FIleNet Capture Scan Properties
dialog box.
5. Click Select Scanner on the General tab. Select the type of scanner you are using from the list
displayed. If you are using a Kofax board and you created a source during configuration of the
Kofax Source Manager (KSM), select the source name you specified (such as “Kofax Engine 1”).
Click OK when you’ve finished
6. To configure scanner options, select a category from the Extended Options list or use the
options on the other tabs on the Scan Properties page. Note that any settings you configure
here will be used for all batches based on the DefaultSettings settings collection.
If you want to set configuration settings differently for individual batches, select the batch from
the Tree view (rather than from the DefaultSettings object in the Config folder), and then select
Tools > Configure > Scan to display the Capture Scan Properties dialog box.
Click Help to display information about the options on each tab.
INSTALLATION AND UPGRADE GUIDE 46
Test the Capture Professional Installation
1. From the Tree view, highlight the name of the batch you just created.
2. Place a test sheet in the scanner’s feeder tray or on the flatbed of the scanner.
3. From the Tools menu, click Configure. Then select the Scan component. This displays the Scan
Properties dialog box.
4. The scanner you selected earlier should appear in the Scanner field. If it does not, click Select
Scanner and then select your scanner type from the list.
5. Click OK to close the configuration dialog box.
6. From the Tools menu, click Start. Then select Scan. The scanner initializes and the scanner
scans the test sheet.
7. If the page was successfully scanned, the page displays under the selected batch as a page
icon in the List view of the Capture window. Double-click this page icon to display the page in the
Workspace view.
If you were not able to scan the page, verify the installation procedures.
8. You can delete this test batch when your scanner tests are complete.
INSTALLATION AND UPGRADE GUIDE 47
Installation Tasks for Documentation
1. During the Capture installation, when requested, insert the FileNet Capture Documentation CD
or browse to the location of the Help files (CapDocs) and click OK.
Once you’ve inserted the CD or located the Help files, the help files are installed automatically
according to the Capture component(s) that are on your system.
To install the Capture help files after you install the software
1. Insert the Capture Documentation CD. Open the Cap_Docs folder and double-click
about_docs.htm. This file describes the Capture documents that are available and their loca-
tions on the CD.
2. The Capture Administrator’s Guide is in the CapPro folder. The Capture Installation and
Upgrade Guide is in the Install folder.
3. Select the manual(s) you want to copy. Then choose Edit > Copy.
4. Navigate to a location on your local machine where you want to store the manual(s) and choose
Edit > Paste.
INSTALLATION AND UPGRADE GUIDE 48
Installation Tasks for Optional Packages
1. Insert the Full Text OCR CD (OCR-2-PDF) in your drive or browse to the location of the setup
files. Click setup.exe and then click OK.
2. If this is the last package you’re installing, continue with “Installation Tasks for Documentation” on
page 47 and then “Configuration Tasks” on page 51.
1. At the prompt, insert the ADR CD in your drive or browse to the location of the setup files.
2. Follow the instructions in the wizard and in the table below.
License Agreement Read the Software and License Agreement and click I accept
the terms in the license agreement. You must accept the terms
of the license agreement to proceed with the installation.
Setup Type Click the setup type you need for your workstation.
If you select the Custom setup type, click a feature’s icon to
view the installation options for that feature. For information
about a feature, click its name. A description is displayed on the
right side of the page.
Working Folder (for The working folder is used by modules to share data.
batches)
To install to the default folder, click Next. To install to a different
folder, click Browse and select a location.
3. If this is the last package you’re installing, continue with “Installation Tasks for Documentation” on
page 47 and then “Configuration Tasks” on page 51.
1. Insert the Kofax Adrenaline CD in your drive or browse to the location of the setup files. Click
setup.exe and then click OK. Follow the instructions in the wizard and in the table below.
2. If this is the last package you’re installing, continue with “Installation Tasks for Documentation” on
page 47 and then “Configuration Tasks” on page 51.
INSTALLATION AND UPGRADE GUIDE 51
Configuration Tasks
Configuration Tasks
Before you can connect Capture Desktop or Capture Professional to your libraries or object
stores, you must use Capture Manager to configure repository sessions for each library and/or
object store for your workstation. If you’re configuring a shared repository, see “Configure SQL
Server for Shared Repositories” on page 23 or “Configure Oracle Server for Shared Repositories” on
page 26.
NOTE
• A single Capture workstation can connect to only one version of Content Engine at a time.
That is, you can't connect to a CE 4.0x and a CE 3.5x object store from the same workstation.
1. From the Windows Toolbar, click Start and select Programs. Click FileNet Capture Desktop or
FileNet Capture Professional, and then select Capture Manager .
Tip
Capture installation places a shortcut to Capture Manager on your desktop that you can use to
launch Capture Manager. This shortcut cannot be used with Vista operating system.
2. In Capture Manager window, click Add in the Repositories section. The system displays the Add
Repository dialog box.
3. In the Add Repository dialog box, specify a repository session name in the Repository Session
Name field. The repository session name defines an alias for the repository.
Select the repository type from the list in the Repository Type field.
Select the library for the repository session from the Available Object Stores list box.
If CE Client Connectivity has not been configured, selecting a CE repository displays the
following error message:
Selected repository types requires installation of Content Engine Client Connectivity
software.
For more information on Content Engine Client Connectivity, see “Establish Content Engine
Client Connectivity” on page 20.
If IDM desktop has not been installed, selecting a CS repository displays the following error
message:
Selected repository types require installation of FileNet IDM Desktop.
4. Select an Available Library or Object Store.
5. Type the user name in the User Name field to automatically log in to the library or object store
when Capture starts. If you leave this field blank, the operator will be prompted to enter the
information each time Capture starts.
If you entered a user name, type the associated password in the Password field. If you leave
this field blank and a password is required, the operator will be prompted to enter the
password each time Capture starts.
INSTALLATION AND UPGRADE GUIDE 52
Configure using Capture Manager
For shared repositories only, type the Data Source Name configured in Microsoft’s ODBC Data
Source Administrator utility.
NOTE If you are using Windows NT authentication, these fields will be disabled.
If you configured a shared repository, enter the Data Source Name.
Click OK to add the repository.
6. When you have configured all the necessary repositories, click Close.
For Capture Desktop, continue with “Test the Scanner and Capture Desktop Installation” on page 35.
For Capture Professional, continue with “Test the Capture Professional Installation” on page 44
INSTALLATION AND UPGRADE GUIDE 53
Upgrade Planning and Procedures
NOTES
• Two new DLL’s are provided with this release:
• CaptureHelper2.dll replaces CaptureHelper51.dll
• CapResHelper2.dll replacesCapResHelper51.dll
The new DLL’s are for components compiled with the VC2005 compiler. The old DLL’s are for
components compiled with VC6. For this release, the older DLL’s are supported. However, the
older DLL’s will be decommissioned in the future, so new components should be written with
VC2005.
• The Custom Component Creation Wizard is not available with this release.
• You can display the software release version and patch level from the About box. To display
the About box, select the Help option from the main menu, then click About.
• If you want to add a third-party component to an existing installation, you must re-install your
existing components and install the new component.
If you are using the same board that you used for a previous Capture release, update the Kofax
runtime files for that board before you install Capture 5.2.
1. To make a backup of your local repository, copy the associated .mdb file to a safe location.
2. If you are using the local repository for purposes other than a backup, copy all the customized
capture paths, settings, and templates located there to a safe location.
NOTE Your local repository will be deleted if you uninstall Capture 5.0 or 5.1, and all
customized capture paths, settings, and templates will be lost if they are not backed up.
3. Install Capture 5.2.
1. Finish all processing and add all batches to the appropriate library.
2. To back up custom settings, folders or batches associated with your libraries, make a copy of the
database ([LibraryName]DS.mdb) file for each library and store it in a backup folder.
3. Install Capture Desktop 5.2.
4. You will be asked if you want to use the previous library file. This file contains the folders,
batches and a link to customized settings for the corresponding library. (You will get a separate
prompt for each repository that was configured for the previous installation.)
5. Restart your workstation when prompted.
NOTES
• If you choose Yes to use the existing repository, all your custom folders, batches, and settings files
should be retained.
• If you choose not to use the previous version, all customized folders, batches and settings files will
be overwritten by a blank database file.
INSTALLATION AND UPGRADE GUIDE 56
Upgrade Capture ADR
6. If you accidentally initialized the database, or if your customizations are not available for some
other reason, you can restore the library database file by using the backup of the file you copied
in step 2.
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.
INSTALLATION AND UPGRADE GUIDE 58
Remove Capture Desktop or Capture Professional
NOTE When you remove Capture from your system, Capture Doc Processing is also removed.
1. Navigate to Control Panel > Add/Remove Programs.
2. Select FileNet Capture 5.2. Then click Remove. Follow the instructions in the wizard.
1. Navigate to the location where you copied the Capture manuals. See “Installation Tasks for Docu-
mentation” on page 47 for more information.
2. Select the files and press Delete.
INSTALLATION AND UPGRADE GUIDE 59
Notices
This information was developed for products and services offered in the U.S.A.
IBM may not offer the products, services, or features discussed in this document in other coun-
tries. Consult your local IBM representative for information on the products and services currently
available in your area. Any reference to an IBM product, program, or service is not intended to
state or imply that only that IBM product, program, or service may be used. Any functionally
equivalent product, program, or service that does not infringe any IBM intellectual property right
may be used instead. However, it is the user’s responsibility to evaluate and verify the operation
of any non-IBM product, program, or service.
IBM may have patents or pending patent applications covering subject matter described in this
document. The furnishing of this document does not grant you any license to these patents. You
can send license inquiries, in writing, to:
For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual
Property Department in your country or send inquiries, in writing, to:
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where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS
MACHINES CORPORATION PROVIDES THIS PUBLICATION “AS IS” WITHOUT WARRANTY
OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE
IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A
PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties
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This information could include technical inaccuracies or typographical errors. Changes are peri-
odically made to the information herein; these changes will be incorporated in new editions of the
publication. IBM may make improvements and/or changes in the product(s) and/or the pro-
gram(s) described in this publication at any time without notice.
Any references in this information to non-IBM Web sites are provided for convenience only and
do not in any manner serve as an endorsement of those Web sites. The materials at those Web
INSTALLATION AND UPGRADE GUIDE 60
sites are not part of the materials for this IBM product and use of those Web sites is at your own
risk.
IBM may use or distribute any of the information you supply in any way it believes appropriate
without incurring any obligation to you.
Licensees of this program who wish to have information about it for the purpose of enabling: (i)
the exchange of information between independently created programs and other programs
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contact:
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Such information may be available, subject to appropriate terms and conditions, including in
some cases, payment of a fee.
The licensed program described in this document and all licensed material available for it are pro-
vided by IBM under terms of the IBM Customer Agreement, IBM International Program License
Agreement or any equivalent agreement between us.
Any performance data contained herein was determined in a controlled environment. Therefore,
the results obtained in other operating environments may vary significantly. Some measurements
may have been made on development-level systems and there is no guarantee that these mea-
surements will be the same on generally available systems. Furthermore, some measurements
may have been estimated through extrapolation. Actual results may vary. Users of this document
should verify the applicable data for their specific environment.
Information concerning non-IBM products was obtained from the suppliers of those products,
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illustrate them as completely as possible, the examples include the names of individuals, compa-
nies, brands, and products. All of these names are fictitious and any similarity to the names and
addresses used by an actual business enterprise is entirely coincidental.
INSTALLATION AND UPGRADE GUIDE 61
COPYRIGHT LICENSE
This information contains sample application programs in source language, which illustrate pro-
gramming techniques on various operating platforms. You may copy, modify, and distribute these
sample programs in any form without payment to IBM, for the purposes of developing, using,
marketing or distributing application programs conforming to the application programming inter-
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not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reli-
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The following terms are trademarks of the International Business Machines Corporation in the
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Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corpora-
tion in the United States, other countries, or both.
UNIX is a registered trademark of The Open Group in the United States and other countries.
This product incorporates Outside In® (7.5) Conversion Technologies, a product of Stellent, Inc.
Stellent, Inc. assumes no liability for any claim that may arise regarding this incorporation. In
addition, IBM disclaims all warranties, both express and implied, arising from the use of Outside
In Conversion Technologies. Copyright ©1991-2003 Stellent, Inc., Chicago. All rights reserved.
This software is based in part on the work of the Independent JPEG Group.
Portions of this product Copyright © 1991-2003 Pixel Translations, a Division of Captiva Software
Corporation.
Portions of this product Copyright © 1991-1997 Seagate Software, Inc. All rights reserved.
Other company, product, and service names may be trademarks or service marks of others.
Index
A H
Active Directory domain, join 20 hardware requirements 10
adapter card
Kofax 18 I
SCSI 18 IDM Desktop
Advanced Document Recognition (ADR) 39 add libraries 28
Capture workstations 11
B Content Services 11
back up BES Config folder 22 install 28
batch, create 35, 46 requirements 11
bes_clean 22 Image Services
Capture workstations 12
C install 21
Capture Desktop system configuration worksheet 17
install 29 install
select scanner 35 Capture Desktop (normal) 29
start 35 Capture Desktop (silent) 31
Capture Manager Capture Professional (normal) 37
configure 51 Capture Professional (silent) 40
Capture Professional Content Engine 20
install 37 Content Services 19
start 44 Doc Processing software 49
checklist for system setup 18 documentation 47
configuration tasks 51 Full Text OCR software 48
configure IDM Desktop 28
Capture Manager 51 Image Services 21
Image Services 21 planning 9
scanner settings for Capture Desktop 36 record silent install script 31, 40
SQL server for shared repositories 23 run silent install script 32, 41
SQL server for shared statistics database 24 tasks for scanning workstations 29
Content Engine
Capture workstations 12 J
establish connectivity 20 join Active Directory domain 20
install 20
system configuration worksheet 16 K
Content Services Kofax 31
install 19 adapter card 18
system configuration worksheet 15 Hardware Runtime Files 18, 19
Source Manager 19
D toolkit 18
Data Source Name, create 23, 24, 26, 27 upgrade 53
distributed processing 37 Kofax toolkit 13
DocProcessing 30, 39 Kofax VRS 13
document class 20, 21
document processing functions 37 L
documentation log files 34, 43
install 47
manuals and help 7 M
updates 9 memory requirements 10
domain name 22
INSTALLATION AND UPGRADE GUIDE 63
Index
N V
non-scanning workstation Virtual ReScan scanner (VRS) 13
description of 10
W
P worksheets
PDF/ Full Text OCR 30, 39 configuration for Content Engine 16
Pixel Translations toolkit 12 configuration for Content Services 15
post-scan document processing 37 configuration for Image Services 17
processor requirements 10 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, 46
scanner requirements 12
scanner settings, 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
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