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

Welcome! Use the following table as a roadmap for setting up an integrated system with the FileNet P8 Image Manager products you’ve just received. 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. To view PDF files, you can download from the Adobe web site the latest free versions of Acrobat Reader for Windows, UNIX, and 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 on 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 on 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 on the same drive as CS. On IDM Desktop user clients: • Must not install a web client. IDM Desktop includes web client capability as is. • 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 Open Client or Process Java Applets and Connectivity (PJAC) or both.	_______________________ Web Services & Toolkit CD: \readme.htm	_______________________________ Server component: • Must install Web Services on a supported Windows web server. Includes the downloadable web clients.  • Do not install on a CS server. • Must install prior to installing Open Client. • Must install prior to installing PJAC. Web client: • Three ActiveX client packages vary as to level of viewer support. • Do not download the web client on the server used by Web Services. Open Client: • Requires no download.
__________________ 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 Provides Process functionality in a FileNet domain for the Visual WorkFlo client.	WorkFlo Services for Windows Installation Handbook or WorkFlo Services for Unix Installation Handbook Both manuals are available on the FileNet CSS web site.	All platforms: Detailed system requirements and restrictions are available in the Visual WorkFlo Compatibility and Dependency Matrix on the FileNet CSS web site. In addition, note the following installation order guidelines.  Windows: • Order of install varies by system configuration; see setup instructions for details. UNIX: Must install and configure Image Services and database first.
__________________ Process Engine Required to provide Process functionality in a FileNet domain. Supports Web Services with Process Integration and Open Client with Process Integration.	_______________________ Process Documentation for FileNet Image Manager CD For printable installation instructions, open the \ecm_help\installation folder, then double-click on _install_guide.pdf.	_______________________________ All platforms: Detailed system requirements and restrictions are available in the Process Compatibility/Dependency/Hardware Matrix on the FileNet CSS web site. In addition, note the following installation order guidelines for Process Engine.  Windows: • Order of install varies by system configuration; see setup instructions for details. UNIX: • Must install and configure Image Services and database first.
__________________ Process Java Applets and Connectivity (PJAC) Adds Process functionality to Web Services and/or Open Client.	_______________________ Process Documentation for FileNet Image Manager CD For printable installation instructions, open the \ecm_help\installation folder, then double-click on _install_guide.pdf.	_______________________________ • Must install Web Services, and Open Client if you are using it, first. • For detailed system requirements and restrictions, see the Process Compatibility/Dependency/Hardware Matrix on the FileNet CSS 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  Content Services (CS) setup  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 the FileNet P8 Image Manager suite of products 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. 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.

Process

WorkFlo Services

WorkFlo Services supports the Visual WorkFlo thick client.

Process Engine

The Process Engine supports web clients: Web Services with Process Integration and/or Open Client with Process Integration. Both clients requires installation of additional Process components.

Process Java Applets and Connectivity (PJAC)

PJAC is an add-on to Web Services, Open Client, or both. It provides applications to create, participate in, monitor, and manage workflows. In addition, a developer can use the Process development toolkit files to customize the interfaces used by workflow participants.

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 Services Client, a downloadable ActiveX-based application. The web clients have features similar to 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.

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. Each application has its own eForms integration.


IS System Setup Steps

Step 1	Image Services (IS)

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

•	Install IS on one or more servers running a supported operating system and database.

Step 2	WorkFlo Services or Process Engine (optional)

•	Install WorkFlo Services or Process Engine on a server running a supported operating system and database.

Step 3  Web Services

•	Install Web Services on a supported web server.

•	Optionally, install Process components on the web server (if Web client will access the web server).

Step 4	Web Client or Open Client

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

Step 5	IDM Desktop

•	Install IDM Desktop on supported workstations.

Step 6	IDM Desktop & Capture Professional

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

•	Install IDM Desktop on the scanner client.

•	Install Capture Professional on the scanner client.

Step 7	Print Station

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


CS System Setup Steps

Step 1	Content Services (CS)

•	Install Content Services on one or more servers.

Step 2	CS Admin Tools

•	Install IDM Desktop on the administrator’s workstation.

•	Install CS Admin Tools on the administrator’s workstation.

Step 3	Web Server Software

•	Install Web Services on a supported web server.

•	Optionally, install Open Client.

•	Optionally, install Process components.

•	Install CS Web Admin Tools on the web server.

•	Optionally, install eForms Integration.

Step 4	Web Client Software

•	Download and install a FileNet Web Services Client on each supported workstation. No other client downloads are needed.

Step 5	CS Rendition Services

•	Install Adobe Acrobat on 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 on supported Windows workstations.

•	Install eForms Designer.

Step 7	Capture Desktop

•	Install a supported scanner on a supported client.

•	Install IDM Desktop on the scanner client.

•	Install Capture Desktop on the scanner client.

Step 8	 WorkFlo Services or Process Engine

•	Install WorkFlo Services or Process Engine on supported platform.


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
• Web Publisher (PWP)	• OSAR-GTL Library
• Report Manager