Oracle Imaging and Process Management Services Installation Guide

Oracle^® Imaging and Process Management

Services Installation Guide

Version 7.7.1.0

October 2007

Oracle Imaging and Process Management Services Installation Guide, Version 7.7.1.0

Copyright © 1998, 2007, Oracle. All rights reserved.

Primary Author: Amy Willard

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Oracle Imaging and

Process Management (Oracle I/PM)

Services Installation Guide Table of Contents

Installation and Setup 6

Suggested Service Configurations 7

System Requirements 8

Network and Database Installation 9

Database User Ids and Rights 9

SQL Server 9

Oracle 10

Preliminary Installation Steps 12

Preliminary - Audit Server 12

Preliminary - Fax Server 12

Preliminary - Filer 12

Preliminary - Information Broker 13

Preliminary - Print Server 14

Preliminary - Process Management 14

Preliminary - Security Server 14

Preliminary - Storage Server 15

Server Installations 16

Install Request Server Machine (First Server Machine) 16

General Information 16

DSMS Server 17

Print Server 17

Request Broker Server 17

Security Server 17

User Connection Manager 17

Filer Server Configuration 18

Final Steps (First Server Machine) 19

Install Information Machine (Second Server Machine) 22

General Information 22

Alert Server 22

Audit Server 22

Information Broker Configuration 23

Information Broker Wizard 23

Search Manager Server 25

Document Index Server (DIS) 25

Additional Steps 25

Database Management Wizard 26

Linked Server Configuration 27

Imaging – Linked Server 27

Final Steps (Second Server Machine) 29

Install Storage Machine (Third Server Machine) 30

General 30

Export Server 30

Fax Server 31

Storage Service 32

Transact Server 33

System Manager 33

Final Steps (Third Server Machine) 34

Install Process Machine (Fourth Server Machine) 36

Install Process Broker Server 36

Run the Database Management Wizard 38

Install Common File Storage 39

Complete Process Broker Installation 40

Configuring Process 40

Install Process Builder and Process Monitor 40

Install Process Transact Server 40

Install Process Injector Server 41

Install Email Server 43

Configure Mailtool for Process Scripts 43

Create Packages Based on Incoming E-mail 44

Configure for SMTP E-mail 45

Install BPEL Injector 45

Run the BPEL Database Management Wizard 47

Additional BPEL Injector Configuration 47

Setup FormStartup 49

Install Web Machine (Fifth Server Machine) 50

Prerequisites 50

InstallShield Installation 50

Web Express Post Installation 53

Web Server Post Installation For Win 2000 Servers 53

Web Server Post Installation For Win 2003 Server 54

64 Bit Support 56

Web Server Install Checklist 57

Web Client Configuration 59

Install Oracle I/PM Plugin 59

WebView License Option 60

Installing Oracle I/PM Dashboard 61

Dashboard Database Concerns 61

Dashboard Install Steps 61

Dashboard and SSL Install Steps 63

Plugin and SSL 63

IBPM Express Custom Location 63

Installing IBPMWebWIS 64

IBPMWebWIS Concerns 64

IBPMWebWIS Install Steps 64

IBPMWebWIS Configuration Notes 64

Install Full-Text Server (Optional) 68

Configure the Full-Text Server 68

Configure Full-Text Linked Server on the Information Broker Machine 70

Run the Full-Text Server 71

Post Install Steps 71

Configuring OCR Server (Optional) 72

Configure OCR Server 72

Configuring Distributed Cache Server (Optional) 73

COLD SQL Migration (Optional) 74

Install Oracle I/PM as a Windows Service 75

Security 75

Export 76

Fax 76

Information Broker 76

Oracle I/PM Windows Client Installation on Windows 2000 77

Install Initial Windows Client 77

Oracle I/PM Windows Client Gallery and Tools Assignment 77

Creating a Storage Class 79

Install Scan Client 80

Install Subsequent Windows Clients 82

Oracle I/PM Windows Client Installation in a Push Environment 83

Oracle I/PM with CITRIX 83

Install SDK 83

Building and Running Oracle I/PM Toolkit Visual Basic .NET Samples 84

Client Custom Tool Installation 84

Web Samples 85

Custom Deployment of SDK applications using DSMS 85

Building and Running Action Module Samples 87

Sample Action Module Installation 87

Deploying BPEL Injector Web Services 88

Testing the Deployment 88

Finding the BPEL Web Service WSDL 89

Creating BPEL Process with Sample Schema 89

Post Install Apply Patches 90