Configuration Notes
for FileNet IDM Desktop, Web Services and Open Client 3.3

This document provides information on configuration requirements, recommendations, and limitations along with information on collocation and compatibility with other FileNet products.

General Configuration

All client machines and servers must run TCP/IP.

Out-of-the-box user applications such as IDM Desktop are supported on servers only as required for administration and demonstation.

FileNet Web Services and Open Client are supported on workstations for demonstration and development purposes only.

The chart below explains which libraries require installation of client libraries and configuration of an ODBC Data Source.

Library/Database	Install client libraries	Configure ODBC Data Source
CS with SQL database	No, installed by Setup	Yes
CS with Oracle database	Yes, install from Oracle CD	Yes
IS with any database	No, installed by Setup	No, handled by IDM Configure

Document classes are required on CS libraries. For details, see the FileNet Content Services Release Notes.

FileNet Web Services

Browser recommendations

Open Client is browser agnostic. However, we focused testing on the browsers listed below and recommend that you choose one of these browsers for best results:

Internet Explorer 6.0 for Windows
Netscape 6.23 for Windows
Internet Explorer for the Macintosh

Support for matching releases

FileNet Web Services 3.3 supports only 3.3 clients.

Path-based URL retrievals

Path-based URLs are supported for web clients accessing CS 5.2 and CS 5.3 libraries. To enable path-based URLs, you must:

Apply patch 3 (CS-5.2.0-003) or a later patch for a CS 5.2 library. (You can enable the preference for a CS 5.2 library prior to applying the patch but the feature will not work the library has the required patch.)
Enable the Path-based URL retrievals preference on the web server.

IDM Desktop Configuration

If your site uses DNS for IP address resolution, each IDM Desktop machine's configuration must allow resolution of the appropriate IS server name.

IDM Desktop supports FAT and NTFS file systems.

It is not necessary to install a browser to run IDM Desktop applications. However, if a supported browser is installed, IDM Desktop is also a FileNet Web Services Client (equivalent to installing viewer.exe).

Integrated Applications

For application integration, the entire application must be installed on the user's local hard drive (not run from a CD or network drive, and not installed using the "Install on first use" option).

FileNet Web Services and IDM Desktop are qualified with the supported versions of Microsoft Outlook. It is expected that using other MAPI-compliant email systems will work. However, if a problem arises with a MAPI-compliant email system, the problem must be replicated in a supported version of Outlook before FileNet can commit to resolving the issue.

Web Clients

If SSL is enabled on the web server, an SSL client certificate must be installed on each web client workstation.

Netscape browsers are supported for the HTML Samples and Open Client only.

To run Open Client with McAfee NetShield Anti-Virus software on a Windows 2000 server, install NetShield v4.5 along with the required service pack for Windows 2000 Server.

Viewing PDF Documents in the IDM Viewer

For best results, use Adobe Acrobat Reader to display PDF documents in the IDM Viewer. If the reader is installed, it runs as an IDM Viewer plug-in. You can download the free reader from the Adobe web site.

Compatibility and Co-Existence

LDAP

FileNet Web Services 3.3 and Open Client 3.3 support the following LDAP providers:

Novel eDirectory 8.5.1
SunOne (iPlanet) 5.2
Active Directory on Windows 2000 Server SP4

Application integration

IDM Desktop application integration is not compatible with FileNet Web Services web client application integration. You cannot install both nor can you mix them in different applications. For example, you cannot have IDM Desktop application integration in Word and web client application integration in Excel.

IDM Desktop application integration is not compatible with P8 application integration. You cannot install both, nor can you mix them in different applications.

P8 IM (FileNet Web Services) application integration is compatible with P8 application integration.

Process Engine and Open Client

Open Client and Process Engine must be kept in sync. When a Process Engine hot fix pack or new release is made available, refer to the IDM Desktop, Web Services, an Open Client 3.3.0 Release Notes for steps to bring the Open Client web server up to the required sortware level.

Clients can participate in workflows irrespective of which web site they were initiated from. The workflow in which a user can participate is determined by the router/region they log into and the username with which they log on.

FileNet Web Services

FileNet Web Services includes its own web client and administrative tools. Do not install IDM Desktop, IS, CS, or any CS server component on the same machine with FileNet Web Services. FileNet Web Services is not supported on a CS remote Site Manager Server.

IDM Desktop

IDM Desktop 3.3 can be collocated with CS servers and CS Administration Tools on the same Windows server.

IDM Desktop 3.3 can be collocated with Rendition Services. This is, in fact, a requirement for the kPublisher release of Rendition Services. (FR 38517; 4/26/02)

IS and CS Servers

Using a web client on the same server as IS or CS is not supported.

eForms for Open Client

FileNet supports eForms 5.1 for Open Client 3.3 (on Windows 2000 and Windows 2003 platforms) and eForms 5.0 for Open Client 3.2. Other version combinations are not supported.

Saros Document Manager (SDM)

IDM Desktop can coexist on the same PC as Saros Document Manager (SDM). IDM Desktop does not support the following legacy features of SDM: smart folders, document references, and stored searches saved using Mezzanine or the Mezzanine API.

Folders created using SDM 4.2.1 can have names containing forward slash characters. FileNet Web Services does not display these folder names correctly.

Capture and CS Capture Desktop

FileNet Web Services is not compatible with any version of Capture.

IDM Desktop is required for Capture Desktop and Capture Professional. Refer to the FileNet Capture-Print Products Dependency Matrix for version compatibility information.

Web Publisher

FileNet Web Services cannot be collocated on the same system as FileNet Web Publisher.

Print

IDM Desktop 3.3 can be collocated on the same PC with FileNet Print 4.3.

FileNet Web Services cannot be collocated on the same PC with any release of FileNet Print.

Report Manager

FileNet Web Services and IDM Desktop 3.2.0 can be used with Report Manager 4.0 and 4.1. You can collocate the thin and thick clients with a Report Manager desktop but not with the Report Manager server.

Before you can display Report Manager documents cross-cataloged to IS libraries, refer to the Report Manager documentation for configuration information.