Professional Documents
Culture Documents
Version 5.2
Installation Guide
GC31-5580-03
Version 5.2
Installation Guide
GC31-5580-03
Note Before using this information and the product it supports, read the information in Notices on page 59.
This edition applies to version 5.2 of IBM FileNet Capture (product number 5724-R77) and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright International Business Machines Corporation 2001, 2008. US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
Contents
Revision Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 About the Installation Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Access IBM FileNet Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Installation Planning and Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Plan the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Workstation Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IDM Desktop and Capture Workstations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Content Services and IDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Content Engine and Capture Workstations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Image Services and Capture Professional Workstations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 12 12 13 13
Scanner Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Pixel Translations (ISIS) Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Kofax Image Products Interface Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Pre-installation Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Task 1: Record Configuration Information for Workstations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 2: Workstation Setup Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 3: Configure Your Server for Capture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 3a: Install Content Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 3b: Install Content Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 3c: Install Image Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 4a: Configure SQL Server for Shared Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 4b: Configure SQL Server for Shared Statistics Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 4c: Configure Oracle Server for Shared Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 4d: Configure Oracle Server for Shared Statistics Database . . . . . . . . . . . . . . . . . . . . . . . . . . . Task 4e: Install IDM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 19 20 21 21 22 25 26 28 29 30
Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Task 14: Configure using Capture Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Remove Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Remove Capture Desktop or Capture Professional. . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Remove Full Text OCR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Remove Advanced Document Recognition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Remove Capture Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 U.S. Patents Disclosure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Revision Log
The following table identifies changes made to this document since the Capture 5.2.0 release. Date 06/29/09 08/21/08 02/01/07 Revision Added details for Content Engine 4.5 on page 22. Updated Install Content Engine on page 21. Initial release.
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 Microsoft 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 Administrators Handbook and Image Services System Administrators Companion. 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 Access IBM FileNet Documentation on page 8 for information.
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Review the Workstation Requirements on page 11. Review the Workstation Setup Checklist on page 19.
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.
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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 IBM FileNet Capture, Remote Capture Services, and Print Hardware and Software Requirements document 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 12. 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 Administrators 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. CD drive for installation media 16-bit color mode (minimum) and a graphics monitor with minimum resolution of 1024 x 768 pixels
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In addition, scan workstations require a scanner and compatible scanner interface card (see Scanner Requirements on page 13 for details). NOTE As of the Capture 4.0 GA release, Kofax hardware and the optional software Doc Processing package (also from Kofax) are supported only on single-processor computers. Performance or functionality issues that occur if a Kofax board is used on a dual-processor system may be addressed only if they can be reproduced on a single-processor configuration. Refer also to the updated Capture Release Notes posted on the IBM Support site. See Access IBM FileNet Documentation on page 8 for information. Also see information from Kofax at www.kofax.com for updates to this requirement.
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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.
The above list is subject to change, as is the list of scanners supported with the above cards. Refer to the Pixel Translations web site at www.pixtran.com and to the Adaptec web site at www.adaptec.com for updates and additional information. Contact your scanner vendor for updates to the scanner driver.
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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 20 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 30 for information.
Before you begin the installation process, record the information for your workstation on the appropriate worksheet. You must have library information for each Content Services library that you want to configure.
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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, 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 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
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9. Contact your Content Services, Content Engine, or Image Services system administrator to request any configuration changes that are needed on the server. See Configure Your Server for Capture on page 20. 10. If required, install IDM Desktop on the workstation before you install Capture. For more information see Install IDM Desktop on page 30. 11. If youre 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 21. 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.
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To download these documents from the IBM support site, see Accessing IBM FileNet P8 Documentation on page 7 for more information. Each Content Engine release has a separate client connectivity package. Therefore, a single Capture workstation can connect to only one version of Content Engine at a time. That is, you cannot connect to a Content Engine 4.0 (or 4.5) and a Content Engine 3.5 object store from the same workstation. The steps required to configure a Capture workstation with Content Engine versions 3.5, 4.0, and 4.5 are different and are described in the following sections.
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Capture automatically creates, installs and populates the Config folder in BES (used by Capture to store configuration files) on the Image Services server. For more information on the Config folder, see Make a Backup Copy of the Image Services Config Folder on page 23.
Where:
xxx.xxx.xxx.xxx
is the organization name selected for the Image Services server during the initial installation. (Typically the organization is filenet.) For example, your entry might look like this:
10.1.20.123 mysystem mysystem-filenet-nch-server
Note that domain names are limited to lowercase and alphanumeric characters. For more information about Image Services access, contact your Image Services System Administrator.
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Refer to the procedure titled Backing Up the Config Folder in the Capture Administration Guide for details.
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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.
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8. Verify the following settings: Server Alias: the name of the PC running SQL Server Network libraries: select TCP/IP Server Name: the name is the same as the name for Server Alias Ensure that the Dynamically determine port check box is selected. Click OK. 9. Select the Connect to SQL Server to obtain... check box. Enter the account name in the Login ID field. Enter the password set up by your SQL system administrator in the Password field. Click Next. NOTE If you are using Windows NT authentication, these fields will be disabled and you need not enter the information. 10. On the third screen of the wizard, select Change the default... and choose the database created for the shared repository from the list. Select Use ANSI quoted... Select Use ANSI nulls.... Click Next. 11. On the fourth screen of the wizard, select Perform translation... and click Finish. 12. On the fifth screen of the wizard, click Test Data Source. If the system does not display a message that tests have completed successfully, repeat the procedure. 13. Verify that the new DSN is listed on the System DSN tab. 14. After you have installed IDM Desktop and Capture Professional, start Capture Manager and click Statistics to display the Statistics Control dialog box. Ensure the Enable Statistics check box is selected and click OK. 15. Close Capture Manager and start Capture Professional. Select Report Setup from the File menu. Select the Database Tab. Enter the Data Source Name of the statistics database in the DSN field. (You can find the Data Source Name in the Name field of the Microsoft SQL Server DSN Configuration dialog box.) If you are using SQL authentication, enter the SQL User ID and Password. Click OK.
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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.
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Perform the following action... Click Install Capture. 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. Select the Capture Desktop package you are installing. Capture Desktop - Scan (includes Scan, File Import, and DocEntry) Capture Desktop - File Import (includes File Import and DocEntry) Capture Desktop - DocEntry (includes DocEntry) Capture Professional - High Volume Scan Capture Professional - Low/Med Volume Scan Capture Professional - File Import Capture Professional - DocEntry Capture Professional - FaxEntry
To install to the default folder, click Next. To install to a different folder, click Browse and select a location.
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Perform the following action... Select the packages you want to install. PDF/ Full Text OCR: select to install the optional Full Text OCR package. This software is provided in a separate package. You will be prompted to insert the CD or browse to its location. If you do not install the package at this time, you can use the instructions provided below to install it later. Capture DocProcessing: select to install the optional software Doc Processing package, and select either Standard Bar Codes (SBC) or Enhanced Bar Codes (EBC), as appropriate for your Capture license. This software is provided in a separate package. You will be prompted to insert the CD or browse to its location. If you do not install the package at this time, you can use the instructions provided below to install it later. NOTES Do not select this software package if you will be using the Doc Processing features provided by a Kofax scanner interface card (hardware Doc Processing). The optional Doc Processing package cannot be installed on a system with a Kofax Virtual ReScan (VRS) software or scanner. Kofax licenses VRS to numerous scanner manufacturers. Check the scanner documentation to verify if VRS is part of the scanner software or installation. After you install the software, if you want to switch to the other option, such as from SBC to EBC, you must uninstall the Capture software and reinstall, selecting the desired Doc Processing option.
Start Copying Files Capture Online Help Installation Full Text OCR Setup
Review the selections. You can click Back to go back and change your selections, if necessary. For installation instructions, see Installation Tasks for Documentation on page 48. If you dont have access to the Help files, you can click Skip. 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 49 for instructions. If you selected Capture Doc Processing on the Select Packages page, when requested, insert the appropriate CD or browse to the location of the setup files, click setup.exe, and then click OK. See Install the Doc Processing Software on page 50 for instructions. Select the appropriate option for restarting your computer. Then click Finish.
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2. When the setup has finished, select the appropriate option for restarting your computer. 3. After the computer has restarted and youve 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 48 and then Configuration Tasks on page 51.
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 31. 3. There are two methods for installing Full Text OCR software as part of a silent install. Installing Full Text OCR software as part of the Capture silent install. With this install method, select the PDF/Full Text OCR check box. You must specify a location for the Full Text OCR software 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 stations to find the Full Text OCR installation software while in Capture Professional Silent install mode.
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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 Professional 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 34 to repeat the recorded steps on the next system in silent mode.
NOTE There is no space between the f1 and the "c:\. This command executes the response file recorded in an earlier session.You can specify a folder other than the root folder for the location of this file. See instructions for installing Full Text OCR software in the next step. 4. There are two methods for installing Full Text OCR software as part of a silent install. Installing Full Text OCR software as part of the Capture silent install. With this install method, select the PDF/Full Text OCR check box. You must specify a location for the Full Text OCR software 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 stations 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 Professional 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
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5. After the silent install completes, the computer restarts automatically. After you log in, the Capture installation process resumes and you may see a number of messages while the installer registers the various components. 6. Continue with Configuration Tasks on page 51.
Log 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 Full Text OCR log file is called CaptureFTOCR.log and contains the following information: Product name Start time and end time of installation Error messages
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You can install Capture Professional using one of the following methods: Normal Capture Professional Installation on page 38 Silent Capture Professional Installation on page 41
Perform the following action... Click Install Capture. Read the License Agreement and click Accept the terms.... You must accept the terms of the license agreement to proceed with the installation.
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Perform the following action... Select the Capture Professional package you are installing. Capture Desktop - Scan Capture Desktop - File Import Capture Desktop - DocEntry Capture Professional - High Volume Scan Capture Professional - Low/Med Volume Scan Capture Professional - File Import Capture Professional - DocEntry Capture Professional - FaxEntry
To install to the default folder, click Next. To install to a different folder, click Browse and select a location. Select the packages you want to install. Scanner Support: selected if you didnt choose FaxEntry on the previous screen. PDF/ Full Text OCR: select if you will also be installing the optional Full Text OCR package. This software is provided in a separate package. If you do not install a package at this time, you can use the instructions provided below to install it later. Advanced Document Recognition (ADR) Capture DocProcessing: select to install the optional software Doc Processing package, and select either Standard Bar Codes (SBC) or Enhanced Bar Codes (EBC), as appropriate for your Capture license. Software Doc Processing is provided in a separate package. If you do not install a package at this time, you can use the instructions provided below to install later. NOTES Do not select this box if you will be using the Doc Processing features provided by a Kofax scanner interface card (hardware Doc Processing). The optional Doc Processing package cannot be installed on a system with a Kofax Virtual ReScan (VRS) software or scanner. Kofax licenses VRS to numerous scanner manufacturers. Check the scanner documentation to verify if VRS is part of the scanner software or installation.
Select Packages
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In this window...
Perform the following action... After you install the software, if you want to switch to the other option, such as from SBC to EBC, you must uninstall the Capture software and reinstall, selecting the desired Doc Processing option. FaxEntry: selected if you chose FaxEntry on the previous screen.
Start Copying Files Capture Online Help Installation Full Text OCR Setup
Review the selections. Click Back to go back and change your selections if necessary. For installation instructions, see Installation Tasks for Documentation on page 48. If you dont have access to the Help files, you can click Skip. 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 49 for instructions. If you selected ADR on the Select Packages page, when requested, insert the appropriate CD or browse to the location of the setup files, click setup.exe, and then click OK. See Install the Advanced Document Recognition (ADR) Software on page 49 for instructions. If you selected Capture Doc Processing on the Select Packages page, when requested, insert the appropriate CD or browse to the location of the setup files, click setup.exe, and then click OK. See Install the Doc Processing Software on page 50 for instructions. 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 48 and then Configuration Tasks on page 51
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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 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 38. 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 software 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 stations 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 available or if your computer does not have two CD drives.
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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 42 to repeat the recorded steps on the next system in silent mode.
NOTE There is no space between the f1 and the "c:\. This command executes the response file recorded in an earlier session. 4. If you recorded installation of Full Text OCR software as part of the Capture silent install, it will install automatically at the specified location. Otherwise, you can install the Full Text OCR software separately after completion of the silent install. 5. After the Silent install completes, the computer must restart to complete the installation. After you log in, the Capture installation process resumes. You might see a number of messages while the installer registers the various components. 6. Continue with Configuration Tasks on page 51.
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To select complete installation of ADR, delete MINIMUM=YES. To select minimum installation of ADR, keep MINIMUM=YES so that the tools, examples, documentation, free-form and multi-engine voting engines will not be installed. To exclude specific modules from the installation, keep the item in the list that you do not want to install. Example 1: To do a complete installation including all modules, documentation and examples:
[REQUIRED] LICENSE=123-4567890 ACCEPT_LICENSE=YES LOCATION=Drive:\ [OPTIONAL]
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Example 4: To do a minimum installation and exclude the Recognition module (other modules will be installed, based on license):
[REQUIRED] LICENSE=123-4567890 ACCEPT_LICENSE=YES LOCATION=Drive:\ [OPTIONAL] MINIMUM=YES MODULE_RECOG=NO
The following command runs both Capture and ADR silent installation:
Setup.exe /s /f1Capture record filename /vADR_SILENT=\ADR silent installation filename\
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.
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Added Added Added Added Added Added Added Added Added Added
to to to to to to to to to to
Capture Capture Capture Capture Capture Capture Capture Capture Capture Capture
Manager: Manager: Manager: Manager: Manager: Manager: Manager: Manager: Manager: Manager:
ZonalOCR.ocx EventMgr.ocx Assembly.ocx index.ocx indexverify.ocx Merge.ocx commit.ocx printfax.ocx RecordAct.ocx fncaptureviewer.ocx
The Full Text OCR log file is called CaptureFTOCR.log and contains the following information: Product name Start time and end time of installation Error messages
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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 repository in the Tree view. 2. If permitted by your system administrator, you should be able to expand the batches and folders and display the contents of any batches that have already been created on the repository.
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48
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To install the ADR software 1. At the prompt, insert the ADR CD in your drive or browse to the location of the setup files. 2. Follow the instructions in the wizard and in the table below. In this window... Software License Authorization Key License Agreement Perform the following action... Enter your license key. 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.
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Perform the following action... Click the setup type you need for your workstation. If you select the Custom setup type, click a features 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.
The working folder is used by modules to share data. To install to the default folder, click Next. To install to a different folder, click Browse and select a location. Click Install to begin the installation. Click Finish.
3. If this is the last package youre installing, continue with Installation Tasks for Documentation on page 48 and then Configuration Tasks on page 51.
2. If this is the last package youre installing, continue with Installation Tasks for Documentation on page 48 and then Configuration Tasks on page 51.
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Configuration Tasks
Before you can connect Capture Desktop or Capture Professional to your libraries or object stores, you must use Capture Manager to configure repository sessions for each library and/or object store for your workstation. If youre configuring a shared repository, see Configure SQL Server for Shared Repositories on page 25 or Configure Oracle Server for Shared Repositories on page 28. 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.
For more information on Content Engine Client Connectivity, see Install Content Engine on page 21. If IDM desktop has not been installed, selecting a CS repository displays the following error message:
Selected repository types require installation of FileNet IDM Desktop.
4. Select an Available Library or Object Store. 5. Type the user name in the User Name field to automatically log in to the library or object store when Capture starts. If you leave this field blank, the operator will be prompted to enter the information each time Capture starts. If you entered a user name, type the associated password in the Password field. If you leave this field blank and a password is required, the operator will be prompted to enter the password each time Capture starts.
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For shared repositories only, type the Data Source Name configured in Microsofts 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 36. For Capture Professional, continue with Test the Capture Professional Installation on page 45
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NOTES Two new DLLs are provided with this release: CaptureHelper2.dll replaces CaptureHelper51.dll CapResHelper2.dll replacesCapResHelper51.dll
The new DLLs are for components compiled with the VC2005 compiler. The old DLLs are for components compiled with VC6. For this release, the older DLLs are supported. However, the older DLLs 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 installing a new Kofax scanner interface board, install the Kofax configuration software and runtime files at the same time you install the board. Refer to the Kofax documentation for complete instructions. 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.
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In addition to the scanners supported directly with Capture, you may use Pixel Translations drivers included with specific scanners or those provided directly by Pixel Translations. Refer to your scanner manufacturers web site for updates and additional information. (Capture 5.2 is compatible with any ISIS driver that is based on the Pixel Translations toolkit.) For more information, please see the Scanner Support Policy on the IBM Support site. See Access IBM FileNet Documentation on page 8 for more information. After the scanner and driver are installed and the scanner is tested, install Capture.
Task 16a: Upgrade Capture Professional 5.0.1 or 5.1 to Capture Professional 5.2
Generally, if you are upgrading to Capture Professional 5.2, you do not need to uninstall Capture Desktop 5.0.1 or 5.1. However, there are certain restrictions when you upgrade from one Capture package to another. You cannot upgrade directly from Capture Desktop to Capture Professional. You must first uninstall Capture Desktop and then upgrade to Capture Professional. If you are upgrading and your new setup contains fewer components, you must uninstall the Capture 5.0.1 or 5.1 package before you install Capture 5.2. For example, if you have Capture Professional for Hi-Volume Scan v5.1 and youd like to upgrade to Capture Professional for DocEntry v5.2, you must uninstall Capture 5.1 before you install Capture 5.2.
If you are installing Capture Professional 5.2 on a workstation that is running a 5.0.1 or 5.1 release of Capture, youll want to preserve local settings, templates, and Capture path. NOTE If you are upgrading from Capture 5.1 to 5.2, when you reboot after the upgrade, you will be prompted to insert the Capture 5.2 installation CD or provide a path to the installation file.
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To preserve local settings templates, and capture path 1. To make a backup of your local repository, copy the associated .mdb file to a safe location. 2. If you are using the local repository for purposes other than a backup, copy all the customized capture paths, settings, and templates located there to a safe location. NOTE Your local repository will be deleted if you uninstall Capture 5.0 or 5.1, and all customized capture paths, settings, and templates will be lost if they are not backed up. 3. Install Capture 5.2.
Task 16b: Upgrade Capture Desktop 5.0.1 or 5.1 to Capture Desktop 5.2
Generally, if you are upgrading to Capture Desktop 5.2, you do not have to uninstall the previous version of Capture Desktop. However, there are certain restrictions when you upgrade from one Capture package to another. You cannot upgrade directly from Capture Professional to Capture Desktop. You must first uninstall Capture Professional before you upgrade to Capture Desktop. If you are upgrading and your new setup contains fewer components, you must uninstall the previous version of Capture before you install Capture 5.2.
If you are installing Capture Desktop 5.2 on a workstation that is running Capture Desktop 5.0 or 5.1, you will want to preserve data, settings, and templates on the local workstation before you proceed. NOTE If you are upgrading from Capture 5.1 to 5.2, when you reboot after the upgrade, you will be prompted to insert the Capture 5.2 installation CD or provide a path to the installation file. To preserve data, settings, and templates on the local workstation 1. Finish all processing and add all batches to the appropriate library. 2. To back up custom settings, folders or batches associated with your libraries, make a copy of the database ([LibraryName]DS.mdb) file for each library and store it in a backup folder. 3. Install Capture Desktop 5.2. 4. You will be asked if you want to use the previous library file. This file contains the folders, batches and a link to customized settings for the corresponding library. (You will get a separate prompt for each repository that was configured for the previous installation.) 5. Restart your workstation when prompted. NOTES If you choose Yes to use the existing repository, all your custom folders, batches, and settings files should be retained. If you choose not to use the previous version, all customized folders, batches and settings files will be overwritten by a blank database file.
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6. If you accidentally initialized the database, or if your customizations are not available for some other reason, you can restore the library database file by using the backup of the file you copied in step 2.
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Remove Software
This topic includes Remove Capture Desktop or Capture Professional on page 57 Remove Full Text OCR on page 57 Remove Advanced Document Recognition on page 57 Remove Capture Documentation on page 58
NOTE Uninstalling Capture does not remove all the vendor software that is used by Capture.
To remove Capture Desktop or Capture Professional NOTE When you remove Capture from your system, Capture Doc Processing is also removed. 1. Navigate to Control Panel > Add/Remove Programs. 2. Select FileNet Capture 5.2. Then click Remove. Follow the instructions in the wizard.
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Notices
This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. 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 inquries, in writing, to: IBM Director of Licensing IBM Corporation North Castle Drive Armonk, NY 10504-1785 U.S.A. For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to: Intellectual Property Licensing Legal and Intellectual Property Law IBM Japan, Ltd. 3-2-12, Roppongi, Minato-ku, Tokyo 106-8711 Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically 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 program(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 sites are not part of the materials for this IBM product and use of those Web sites is at your own risk. IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Licensees of this program who wish to have information about it for the purpose of enabling: (i) the exchange of information between independently created programs and other programs (including this one) and (ii) the mutual use of the information which has been exchanged, should contact: IBM Corporation J46A/G4 555 Bailey Avenue San Jose, CA 95141-1003 U.S.A. Such information may be available, subject to appropriate terms and conditions, including in some cases, payment of a fee.
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The licensed program described in this document and all licensed material available for it are provided 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 measurements will be the same on generally available systems. Furthermore, some measurements may have been estimated through extrapolation. Actual results may vary. Users of this document should verify the applicable data for their specific environment. Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products. All statements regarding IBM's future direction or intent are subject to change or withdrawal without notice, and represent goals and objectives only. This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, 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. COPYRIGHT LICENSE: This information contains sample application programs in source language, which illustrate programming 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 interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. The sample programs are provided "AS IS", without warranty of any kind. IBM shall not be liable for any damages arising out of your use of the sample programs.
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Index
A
adapter card Kofax 19 SCSI 19 Advanced Document Recognition (ADR) 39
I
IDM Desktop add libraries 30 Capture workstations 12 Content Services 12 install 30 requirements 12 Image Services Capture workstations 13 install 22 system configuration worksheet 18 install Capture Desktop (normal) 31 Capture Desktop (silent) 33 Capture Professional (normal) 38 Capture Professional (silent) 41 Content Engine 21 Content Services 21 Doc Processing software 50 documentation 48 Full Text OCR software 49 IDM Desktop 30 Image Services 22 planning 10 record silent install script 33, 41 run silent install script 34, 42 tasks for scanning workstations 31
B
back up BES Config folder 23 batch, create 36, 47 bes_clean 23
C
Capture Desktop install 31 select scanner 36 start 36 Capture Manager configure 51 Capture Professional install 38 start 45 checklist for system setup 19 configuration tasks 51 configure Capture Manager 51 Image Services 22 scanner settings for Capture Desktop 36 SQL server for shared repositories 25 SQL server for shared statistics database 26 Content Engine Capture workstations 13 install 21 system configuration worksheet 17 Content Services install 21 system configuration worksheet 16
K
Kofax 33 adapter card 19 Hardware Runtime Files 19, 20 Source Manager 20 toolkit 19 upgrade 53 Kofax toolkit 14 Kofax VRS 14
D
Data Source Name, create 25, 26, 28, 29 distributed processing 38 DocProcessing 32, 39 document class 21, 22 document processing functions 38 documentation install 48 manuals and help 9 updates 10 domain name 23
L
log files 35, 44
M
memory requirements 11
N
non-scanning workstation description of 11
H
hardware requirements 11
P
PDF/ Full Text OCR 32, 39 Pixel Translations toolkit 13
R
remove software 57 requirements hardware 11 IDM Desktop 12 memory 11 processor 11 scanner 13 workstation 11
configuration for Content Services 16 configuration for Image Services 18 workstation requirements 11 workstation setup checklist 19
S
scan a test image 37, 47 scanner requirements 13 scanner settings, configure for Capture Desktop 36 scanning workstations, install software 31, 38 SCSI adapter card 19 software release version 8, 53 system configuration worksheet Content Engine 17 Content Services 16 Image Services 18 system requirements hardware 11 system setup checklist 19
T
test Capture Desktop installation 36 Capture Professional installation 45 image 37, 47 toolkit Pixel Translations 13 toolkit Kofax 14
U
upgrade 53 Capture Desktop 55 Capture Professional 54 fax entry workstations 54 Kofax 53 Pixel 54
V
Virtual ReScan scanner (VRS) 14
W
worksheets configuration for Content Engine 17
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