http://www.microsoft.com/downloads/details.aspx?familyid=8B4E6B93-1886-4D47-A18D-35581C42ECA0&displaylang=en

	Setup  Overview	Click here to view:     Product descriptions.  Image Services (IS) setup diagram. Content Services (CS) setup diagram. The FileNet Worldwide Support web site for Documentation updates.

Welcome! Use the following table as a roadmap for setting up the products you’ve just received as an integrated system. The product components below appear in installation order.*  See the documentation noted in column two for details on supported product releases and the requirements and restrictions listed in column three. Also read the Release Notes or Readme file, which accompanies the software, for important information that isn't documented elsewhere and that could affect product installation and use. You can install Adobe Acrobat Reader 5.x for Windows from this CD to view the listed PDF documentation. Or go to http://www.adobe.com to download the latest free versions of Acrobat Reader for UNIX, Windows, or languages other than English.

*	Click here for FileNet products not included in the following setup overview table.

Product/Component 	Setup Instructions	Requirements and Restrictions

Image Services Required for image management to provide the server-based library services.	Image Services Documentation CD:  ims_release number\read_1st.txt	• If Image Services (IS) is set up to share a Microsoft SQL Server or Oracle database engine with Content Services (CS), install IS first. Before proceeding, ensure that IS and CS versions currently support the same version of the database engine.
__________________ Content Services Required for content management to provide the server-based library services.	_______________________ Content Services Admin Tools CD: \documentation\csHPOracle.pdf \documentation\csSolOracle.pdf \documentation\csWinOracle.pdf \documentation\csWinSql.pdf	_______________________________ • Do not install components on machines running FileNet Web Services, Capture Desktop, or Capture Professional.  • May install the onto an IS root/index server (where the database is resident). Before proceeding, ensure that IS and CS versions currently support the same version of the database engine.
__________________ IDM Desktop  Required for content management to:  (1) augment CS Admin Tools and (2) provide a user client to IDM Services libraries.  Installs FileNet Web client automatically (but you may also download FileNet Web client only onto browser machines).	_______________________ IDM Desktop & Toolkit CD:  \readme.htm or \docs\readme.doc	_______________________________ On CS administrative clients: • Must install before CS Admin Tools on the same Windows 2000 machine. • If you install on a CS Server, you must install onto the same drive as CS. On IDM Desktop user clients: • May install on machines where FileNet Web client is installed. • May install to access both CS and IS library systems, both of which must be installed on their associated servers first.
__________________ CS Admin Tools  Required for content management to provide an administrative client to CS.	_______________________ Content Services Admin Tools CD:  Admin\Documentation\ satsetup.hlp	_______________________________ • Must install IDM Desktop first on the same Windows 2000 machine. • May install on any Windows 2000 machine, including a CS Server. • Do not install on machines where Capture Desktop is installed.
__________________ Web Services  Required for web browser access to IS or CS.  Also required on any web server where you will subsequently install Web WorkFlo or Open Client.	_______________________ Web Services & Toolkit CD: \readme.htm or \docs\readme.doc	_______________________________ Server component: • Must install the Web Services server component on a Windows 2000 web server. Supports the Web client (downloadable ActiveX application). • Do not install on a CS server. • Must install prior to installing Web WorkFlo. • Must install prior to installing Open Client. Required for Open Client (no-download HTML interface). Web client: • If you do not install IDM Desktop (which also installs the ActiveX-based Web client), you can download it to web browser machines. • Do not download the Web client onto the server used by Web Services. Open Client: • Requires no download. • If your Windows Server is Windows 2003 with SP1, then update your system with KB898715 from here http://www.microsoft.com/downloads/details.aspx?familyid=8B4E6B93-1886-4D47-A18D-35581C42ECA0&displaylang=en
__________________ CS Web Admin Tools  Required for content management only if you want to provide a web browser administrative client to CS.	_______________________ Content Services Admin Tools CD: WebAdmin\Documentation\ setup.htm	_______________________________ • Must install Web Services or IDM Desktop first on the same Windows 2000 web server. • Do not install on machines where Capture Desktop or Capture Professional is installed.
__________________ Capture Professional Required for advanced scanning and file capture functionality on a Content Services or Image Services client.	_______________________ Capture CD:  \Cap_Docs\ InstallationGuide.pdf	_______________________________ • Must install IS or CS before you install Capture Professional. • Must install IDM Desktop and select libraries first on the same client machine. • Do not install on machines running Capture Desktop. • Do not install on machines where either CS Admin Tools or CS Web Admin Tools is installed. • If you are upgrading from a previous release of Capture, refer to the appropriate chapter in the Capture Installation Guide.
__________________ Capture Desktop  Required for scan-and-capture functionality on a Content Services client.	_______________________ Capture CD:  \Cap_Docs\ InstallationGuide.pdf	_______________________________ • Must install CS before you install Capture Desktop. • Must install IDM Desktop and select libraries first on the same client machine. • Do not install on machines running Capture Professional • Do not install on CS servers. • Do not install on machines where either CS Admin Tools or CS Web Admin Tools is installed.
__________________ WorkFlo Services Required to provide eProcess functionality in a FileNet domain. Supports these clients: Web WorkFlo, Open Client with eProcess Integration, and Visual WorkFlo.	_______________________ WorkFlo Services for Windows Installation Handbook or WorkFlo Services for UNIX Installation Handbook Both manuals are available on the FileNet IBM web site. After logging on to the site, navigate to the folder for the eProcess release you are installing.	_______________________________ All platforms: • Detailed system requirements and restrictions are available in the eProcess Compatibility/Dependency/Hardware Matrix on the FileNet IBM web site. In addition, note the following installation order guidelines for your workflow server platform.  Windows: • Order of install varies by system configuration; see setup instructions for details. UNIX: • Must install and configure Image Services and database first.
__________________ Web WorkFlo Provides eProcess functionality for Web Services with Web client.	_______________________ Web WorkFlo Installation Handbook  This manual is available on the IBM web site. After logging on to the site, navigate to the folder for the eProcess release you are installing.	_______________________________ • Must install Web Services first. • For detailed system requirements and restrictions, see the eProcess Compatibility/Dependency/Hardware Matrix on the FileNet IBM web site.
__________________ Visual WorkFlo Desktop, Professional Desktop & Toolkit Required for all client workstations that communicate directly (as opposed to through a web server) with a workflow server running WorkFlo Services.	_______________________ Visual WorkFlo Services and Desktop Documentation CD:  \vw_<release number>\READ_1ST.TXT	_______________________________ • Must install WorkFlo Services first.
__________________ Doc Warehouse for SAP Required only if you need SAP integration.	_______________________ IDM Clientlink for R/3 Win32 CD:  \dw_docs\manuals\ dwsapchb.pdf IDM Serverlink for R/3 OS_Platform CD:  \dw_docs\manuals\ dwsapchb.pdf	_______________________________ • Must install IDM Desktop first. • If Capture Professional is being used, it must be installed before Doc Warehouse for SAP.


	Products Affected	Click here to view:     The Setup overview.  Image Services (IS) setup diagram. Content Services (CS) setup diagram. The FileNet Worldwide Support web site for Documentation updates.

FileNet combines a tightly integrated application development platform, easy-to-use web user interfaces and APIs, and world-class server technologies into various product suites to deliver a superior Enterprise Content Management (ECM) solution. With the combination of content, process and connectivity, FileNet ECM solutions are designed to help companies manage the content and business processes that must come together to improve the way decisions are made – by individuals, across project teams and departments, or for your complete enterprise. Based on the FileNet P8 architecture, these solutions provide a unified platform for managing content, processes and integration to existing systems for a wide range of business operations, creating real process efficiencies and providing a scalable architecture for expansion.

eProcess

The primary eProcess components from FileNet are WorkFlo Services and Web WorkFlo.

WorkFlo Services

WorkFlo Services is the server software and utilities that enable eProcess activity within a FileNet domain. All workflow servers run this software.

Web WorkFlo

Web WorkFlo is the web server software that provides eProcess functionality to Web Services with Web client. Web WorkFlo includes applications you can use to create, participate in, monitor, and manage workflows. In addition, a developer can use the Web WorkFlo development toolkit files to customize the interfaces used by workflow participants.

NOTE For Web Services with Open Client, eProcess functionality is provided through the eProcess Integration option rather than through Web WorkFlo.

Web Services

Web Services allows you to set up web servers so that users can access Content Services and Image Services libraries via browser-based user clients. User functionality is available in (1) Open Client, a no-download HTML interface and (2) Web client, a downloadable ActiveX-based application, both of which closely approximate the features in IDM Desktop.

IDM Desktop

IDM Desktop allows you to electronically view, manage, revise, share, and distribute virtually any document stored in enterprise libraries from within a Microsoft Windows Explorer. Seamless integration with Microsoft Windows environments, and with applications such as Microsoft Office and Lotus Notes, enables management of more than 200 document formats.

Content Services (CS)

CS is an enterprise-class server-based family of content repository software services. It provides a digital content repository for managing dynamic documents throughout their life cycle. Likewise, it keeps all information safe, reliable, up-to-date, and easy-to-find, without regard to the originating application, file type, or storage location. CS provides the foundation for collaborative eContent management, enabling secure delivery, revision control, online publishing, and reuse. Web users can access CS enterprise information repositories via Web Services, while Windows-based users can access those same repositories from IDM Desktop.

CS also offers two administrative options for configuring and managing library systems: a robust Windows-based admin tools set, and a lighter browser-based administrative interface.

Image Services (IS)

IS is a high-volume digital image server for storing, retrieving, and managing transactional content and objects of all types. Numerous client interfaces are available to access IS libraries, based on fax, scan, and print functionality.

Capture Professional

As the front end to IS or CS, Capture Professional software captures, indexes, and stores virtually any document type. It is the first step in putting documents to work throughout an organization. Capture Professional is based on a component software design that allows you to tailor the application to the specific needs of your enterprise without extensive programming, and you can combine Capture Professional components with capture-specific, third party software components to enhance the capture process.

Capture Desktop

Capture Desktop provides a client interface that allows you to scan and import images and documents of any document type into CS library repositories.

Visual WorkFlo

Visual WorkFlo is a suite of products that manage the flow of work throughout an organization. As an information management architecture, Visual WorkFlo itself does not perform work. Instead, it unifies and interacts with the various applications that perform work (such as document imaging, word processing, and spreadsheet programs). The Visual WorkFlo products are powerful tools you can use to define and support an automated business process that accomplishes a specific business goal, such as order entry or claims processing.

Doc Warehouse for SAP

Doc Warehouse provides a high-performance suite of FileNet software that fully integrates your SAP R/3 applications. This allows your R/3 users to cost-effectively locate, capture, access, and manage virtually any document from any desktop.

eForms

eForms enable users to create and manage online forms that appear the same as hard copy paper forms, yet are more advanced, easier to use, and are less costly to implement. eForms help reduce data entry time, improve data accuracy, and are the first step in streamlining and accelerating transaction processing.


	IS Setup Diagram	Click here to view:     The Setup overview. Content Services (CS) setup diagram. Product descriptions.  The FileNet Worldwide Support web site for Documentation updates.

The diagram below shows the machines and general steps required to set up an Image Services (IS) system – in particular, one that includes Web Services, IDM Desktop, eProcess, and Capture. While the exact steps depend on the configuration and options you are installing, the diagram shows the general order of installation.

Click any machine for a description of the associated setup step(s).	Click here to view and print all the setup steps.


Step 1     Image Services (IS)

•	Set up the jukebox to be used as the IS Storage Library.

•	Install IS onto one or more servers running a supported operating system and database (e.g., Microsoft Windows 2000 and SQL Server).


Step 2 FileNet WorkFlo Services
Step 2     WorkFlo Services

•	Install WorkFlo Services onto a server running a supported operating system and database (e.g., Microsoft Windows 2000 and SQL Server).


Step 3 FileNet Web Services & Web WorkFlo
Step 3     Web Services

     	     & Web WorkFlo

•	Install Web Services onto a Windows web server.

•	Install Web WorkFlo onto the web server.


Step 4 FileNet Web (client)
Step 4     Web Client or Open Client

•	Download Web client onto the supported browser clients. (If you use Open Client instead, no download is required.)


Step 5     IDM Desktop

•	Install IDM Desktop onto the Windows user clients.


Step 6 IDM Desktop & Capture Professional
Step 6     IDM Desktop

      & Capture Professional

•	Install a supported scanner onto a Windows NT or 2000 client.

•	Install IDM Desktop onto the scanner client.

•	Install Capture Professional onto the scanner client.


Step 7     Print Station

•	Set up a PC print server (optional) and printer to work with your IS system.


IS System Setup Steps

Step 1	Image Services (IS)

•	Set up the jukebox to be used as the IS Storage Library.

•	Install IS onto one or more servers running a supported operating system and database (e.g., Microsoft Windows 2000 and SQL Server).

Step 2	WorkFlo Services

•	Install WorkFlo Services onto a server running a supported operating system and database (e.g., Microsoft Windows 2000 and SQL Server).

Step 3  Web Services & Web WorkFlo

•	Install Web Services onto a Windows web server.

•	Install Web WorkFlo onto the web server (if Web client will access the web server).

Step 4	Web Client or Open Client

•	Download Web client onto the supported browser clients. (If you use Open Client instead, no download is required.)

Step 5	IDM Desktop

•	Install IDM Desktop onto the Windows user clients.

Step 6	IDM Desktop & Capture Professional

•	Install a supported scanner onto a Windows NT or 2000 client.

•	Install IDM Desktop onto the scanner client.

•	Install Capture Professional onto the scanner client.

Step 7	Print Station

•	Set up a PC print server (optional) and printer to work with your IS system.


	CS Setup Diagram	Click here to view:     The Setup overview. Image Services (IS) setup diagram. Product descriptions.  The FileNet Worldwide Support web site for Documentation updates.

The diagram below shows the machines and general steps required to set up a Content Services (CS) system – in particular, one that includes Web Services, Open Client, IDM Desktop, eProcess, eForms, and Capture. While the exact steps depend on the configuration and options you are installing, the diagram shows the general order of installation.

Click any machine for a description of the associated setup step(s).	Click here to view and print all the setup steps.


Step 1     Content Services
Step 1     Content Services (CS)

•	Install CS onto one or more servers running a supported operating system and database (e.g., Microsoft Windows 2000 and SQL Server).


Step 2     CS Admin Tools

•	Install IDM Desktop onto the administrators’ Windows 2000 clients (which can also be CS servers).

•	Install CS Admin Tools onto the administrators’ Windows 2000 clients.


Step 3    FileNet Web Services & CS Web Admin Tools
Step 3     Web Services, Web

                 WorkFlo, eForms Step Processor,

                 & CS Web Admin Tools

•	Install Web Services onto a Windows 2000 web server.

•	Install CS Web Admin Tools onto the web server.

•	After you install WorkFlo Services onto a server in Step 8, install Web WorkFlo onto the web server.

•	Install eForms Step Processor.


Step 4    FileNet Web
Step 4     Web Client or Open Client

•	Download Web client onto the supported browser clients. (If you use Open Client instead, no download is required.)


Step 5    CS Renditions Services
Step 5    CS Rendition Services

•	Install Adobe Acrobat onto a Windows 2000 server.

•	Install the source programs for those documents that will be published to PDF format.

•	Install kPublisher as the CS Rendition Services publishing engine.


Step 6     IDM Desktop
Step 6     IDM Desktop & eForms Designer

•	Install IDM Desktop onto the Windows user clients.

•	Install eForms Designer.


Step 7    FileNet Capture Desktop
Step 7    Capture Desktop

•	Install a supported scanner onto a Windows NT or 2000 client.

•	Install IDM Desktop onto the scanner client.

•	Install Capture Desktop onto the scanner client.


Step 8    FileNet WorkFlo Services
Step 8    WorkFlo Services

•	Install WorkFlo Services onto a server running a supported operating system and database (e.g., Microsoft Windows 2000 and SQL Server).

•	Install Web WorkFlo onto the web server where you have Web Services with ActiveX Client installed (see Step 3).


CS System Setup Steps

Step 1	Content Services (CS)

•	Install CS onto one or more servers running a supported operating system and database (e.g., Microsoft Windows 2000 and SQL Server).

Step 2	CS Admin Tools

•	Install IDM Desktop onto the administrators’ Windows 2000 clients (which can also be CS servers).

•	Install CS Admin Tools onto the administrators’ Windows 2000 clients.

Step 3	Web Services, Web WorkFlo, eForms Step Processor, & CS Web Admin Tools

•	Install Web Services onto a Windows web server.

•	Install CS Web Admin Tools onto the web server.

•	After you install WorkFlo Services onto a server in Step 8, install Web WorkFlo onto the web server.

•	Install eForms Step Processor.

Step 4	Web Client or Open Client

•	Download Web client onto the supported browser clients. (If you use Open Client instead, no download is required.)

Step 5	CS Rendition Services

•	Install Adobe Acrobat onto a Windows 2000 server.

•	Install the source programs for those documents that will be published to PDF format.

•	Install kPublisher as the CS Rendition Services publishing engine.

Step 6	IDM Desktop & eForms Designer

•	Install IDM Desktop onto the Windows user clients.

•	Install eForms Designer.

Step 7	Capture Desktop

•	Install a supported scanner onto a Windows NT or 2000 client.

•	Install IDM Desktop onto the scanner client.

•	Install Capture Desktop onto the scanner client.

Step 8	 WorkFlo Services

•	Install WorkFlo Services onto a server running a supported operating system and database (e.g., Microsoft Windows 2000 and SQL Server).

•	Install Web WorkFlo onto the web server where you have Web Services with Web client installed (see Step 3).


Products not included
FileNet products not included

The following products are not included in this setup overview and, in some cases, are not compatible with the products listed in the table. Contact your FileNet representative for details.

• FileNet P8 Platform	• WorkFlo/Scan
• Web Content Manager	• WorkGroup
•  FileNet WCM 5.1	• FileNet Fax
• Application Templates (Acenza)	• FileNet Print
• Panagon Web Publisher (PWP)	• OSAR-GTL Library
• Report Manager