KOFAX. Capture 8. Installation Guide. 10300627-000 Rev A

KOFAX Capture 8 Installation Guide 10300627-000 Rev A

1994-2008 Kofax Image Products, Inc., 16245 Laguna Canyon Road, Irvine, California 92618, U.S.A. All rights reserved. Use is subject to license terms. Third-party software is copyrighted and licensed from Kofax's suppliers. This product includes software developed by the Apache Software Foundation (http://www.apache.org/). This product is protected by U.S. Patent No. 6,370,277. THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX IMAGE PRODUCTS, INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF KOFAX IMAGE PRODUCTS, INC. Kofax Image Products, Kofax, the Kofax logo, Ascent Capture, the Ascent Capture logo, Ascent, VirtualReScan, the VRS VirtualReScan logo, and VRS are trademarks or registered trademarks of Kofax Image Products, Inc. in the U.S. and other countries. U.S. Government Rights Commercial software. Government users are subject to the Kofax Image Products, Inc. standard license agreement and applicable provisions of the FAR and its supplements. You agree that you do not intend to and will not, directly or indirectly, export or transmit the Software or related documentation and technical data to any country to which such export or transmission is restricted by any applicable U.S. regulation or statute, without the prior written consent, if required, of the Bureau of Export Administration of the U.S. Department of Commerce, or such other governmental entity as may have jurisdiction over such export or transmission. You represent and warrant that you are not located in, under the control of, or a national or resident of any such country. DOCUMENTATION IS PROVIDED AS IS AND ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID.

Contents How to Use This Guide................................................. xv Related Documentation................................................... xv Training.................................................................xvi Kofax Technical Support.................................................. xvii 1 Overview............................................................. 1 2 Kofax Capture Operating Requirements.................................... 3 Server System Requirements................................................ 3 Minimum Hardware Requirements...................................... 4 Supported Operating Systems........................................... 5 Required Windows Service.............................................. 6 Client System Requirements................................................ 7 Minimum Hardware Requirements...................................... 7 Recommended Hardware Requirements.................................. 8 Supported Operating Systems........................................... 9 Required Windows Service............................................. 10 Standalone System Requirements........................................... 11 Minimum Hardware Requirements..................................... 11 Recommended Hardware Requirements................................. 12 Certified Operating Systems............................................ 12 Required Windows Service............................................. 14 Configuration Requirements............................................... 14 Kofax Capture License Management..................................... 14 Network Components................................................ 15 Administrative Privileges Required..................................... 16 Database Support.................................................... 16 Standard......................................................... 16 SQL Server....................................................... 17 Kofax Capture 8 Installation Guide iii

Contents Oracle............................................................ 17 IBM DB2......................................................... 17 Database Validation and Release Support................................ 18 Database Management Components..................................... 18 Browser Support...................................................... 18 Kofax Capture Import Connector - Email................................. 19 Other Installation Options................................................. 19 PDF Generation....................................................... 19 Development Environment Support..................................... 19 Scanner Support...................................................... 20 VirtualReScan (VRS) Support........................................... 20 Adrenaline Support................................................... 20 Kofax Capture Report Viewer........................................... 21 Kofax KF-Series Boards Support Discontinued............................ 21 Terminal Servers and Citrix Support..................................... 21 Supported Version................................................. 21 Running Multiple Modules in a Session............................... 21 Running a Mix of Session and Client Based Modules................... 22 Tracking Terminal Services and Citrix Session Usage Statistics........... 22 Disconnecting and Logging-Out Terminal Services and Citrix Sessions... 22 VMware Support...................................................... 22 3 Planning Your Kofax Capture Installation..................................25 Setting Up Your Environment.............................................. 25 Privileges and Permissions............................................. 25 Environment Variables................................................. 26 Planning Your Installation................................................. 26 Decisions Prior to Installing Kofax Capture............................... 27 Installation Type................................................... 27 High Availability Installations....................................... 27 File Locations..................................................... 28 Running Modules as Services....................................... 28 Station and Site Identification....................................... 29 Optional Upgrade for High Performance OCR/ICR Engine............. 30 Optional Enhanced Bar Code Engine................................. 30 Optional VRS Station Licenses....................................... 32 Scanner Considerations............................................. 32 Restart Login Mode................................................ 33 Installation Mode.................................................. 33 Deployment Methods.............................................. 34 Kofax Capture Port Requirements................................... 34 iv Kofax Capture 8 Installation Guide

Contents Decisions Prior to Using Kofax Capture.................................. 34 Database Configuration............................................ 35 Security Configuration............................................. 35 Custom Module and Workflow Agent Support Considerations............. 35 4 Installing Kofax Capture................................................ 37 Installing Kofax Capture for the First Time................................... 37 Step 1: Install Kofax Capture........................................... 38 Kofax Capture With VRS........................................... 38 Client/Server Installation.......................................... 38 Standalone Installation............................................. 42 Step 2: Install Adrenaline Hardware..................................... 43 Installing Adrenaline 850 and 1700 Image Processing Accelerators....... 44 Installing Adrenaline 450, 650, and 650i Scanner Controllers............ 45 Step 3: Install VRS Scanner Drivers...................................... 47 Step 4: Install the Report Viewer Module................................. 47 Installing From a Network............................................. 48 Upgrading/Updating Kofax Capture....................................... 49 Differences Between Upgrading and Updating........................... 49 Important Notes...................................................... 49 Administrative Privileges Required.................................. 49 Close All Applications............................................. 49 Windows Operating System........................................ 50 Batches.......................................................... 50 Client/Server Configurations....................................... 50 With SQL Server.................................................. 50 With VRS........................................................ 50 Scanner Considerations............................................ 51 Upgrade/Update Methods......................................... 51 Converting User Tracking Statistics.................................. 52 Preserving Your Settings........................................... 53 Recovering After a Failed Upgrade Installation........................ 53 Reinstalling or Repairing VRS....................................... 54 Upgrading Client/Server Installations................................... 54 Upgrading to Kofax Capture 8.0 on Servers........................... 54 Upgrading on Client Workstations................................... 56 Upgrading Standalone Installations..................................... 57 Updating an Existing Kofax Capture 8.0 Installation....................... 57 Uninstalling............................................................. 58 Kofax Capture 8 Installation Guide v

Contents 5 Installing Kofax Capture Enterprise.......................................61 Introduction.............................................................. 61 High Availability Support.............................................. 61 Multiple Instance Support.............................................. 61 Terminal Services and Citrix Support.................................... 61 WebSphere Support................................................... 62 Backup Licensing Option............................................... 62 High Availability Essentials................................................ 62 What is High Availability?............................................. 63 Kofax Capture and High Availability................................. 63 Common Terms................................................... 63 What Makes Kofax Capture Resilient?................................... 64 Microsoft Cluster Services.......................................... 66 License Server Failover............................................. 66 Automatic Batch Recovery.......................................... 67 KCN Server Web Farm Support..................................... 68 Configuring Kofax Capture for High Availability............................. 68 Step 1: Install and Configure Kofax Capture in a Microsoft Cluster Server Environment................................................................. 69 Step 2: Set Up One or More Backup License Servers........................ 70 Step 3: Set up your KCN Server Web Farm................................ 71 Enable the First Service............................................. 73 Install Web Server Components on the Web Servers.................... 73 Enable Additional Services.......................................... 73 Configure KCN Server Cache Folders................................ 73 Optimize Your Web Farm........................................... 74 High Availability for Smaller Installations using Microsoft Cluster Server.... 74 6 Disaster Recovery.....................................................77 Introduction.............................................................. 77 Interruption of Critical Functions........................................ 77 Business Continuity................................................ 77 Data Recovery..................................................... 78 Features.............................................................. 78 Site Administrator Activity............................................. 78 Setting Up for Disaster Recovery............................................ 79 Enterprise Setup...................................................... 79 Shared and Backup Licensing Support for Disaster Recovery............ 80 Backing Up, Replicating, and Restoring Batches....................... 80 Central Site Setup..................................................... 80 vi Kofax Capture 8 Installation Guide

Contents Alternate Site Setup................................................... 80 Customization........................................................ 81 Transferring Custom Module Configuration Data..................... 81 Customizing Workflow Agents..................................... 81 Operations........................................................... 81 Switching to a New Primary Central Site............................. 81 Deleting a Central Site............................................. 82 Exporting and Importing Administrative Data........................ 82 Backup and Shared License Server Support.................................. 82 Backup License Server Support for Disaster Recovery...................... 82 Shared License Server Support for Disaster Recovery...................... 83 Configuration..................................................... 84 Optional Advanced Settings........................................ 87 Network Considerations........................................... 88 Backing Up, Replicating, and Restoring Batches.............................. 88 Setting Up Automatic Batch Backup..................................... 88 Enabling and Configuring Batch Backup............................. 88 Multiple Versions of Batch Classes................................... 90 Errors............................................................ 90 Backup Requires Remote Site Upgrade............................... 90 Replication........................................................... 90 Restoring Batches Using the KcnsRestoreBatches Command Line Utility..... 91 Notes............................................................ 91 Command Line Parameters......................................... 92 Error Codes...................................................... 93 Data and Path Substitution................................................ 94 Image Path Substitution............................................... 94 Syntax........................................................... 94 Example......................................................... 94 Substitution Locations............................................. 95 Custom Data Substitution.............................................. 95 Syntax........................................................... 95 Example......................................................... 96 Data Validation................................................... 96 Release Script Setup Substitution........................................ 96 Remove and Add Release Script to Apply Edits....................... 97 Transferring Custom Module Configuration Data............................. 97 Switching to a New Primary Central Site.................................... 98 Command Line Parameters............................................ 99 Error Codes......................................................... 100 Kofax Capture 8 Installation Guide vii

Contents Deleting a Central Site.................................................... 101 Command Line Parameters............................................ 101 Error Codes......................................................... 102 Exporting and Importing Administrative Data............................... 102 Batch Classes........................................................ 103 Exported and Imported Data....................................... 103 KCNS Profiles....................................................... 104 Exported and Imported Data....................................... 105 Transfer Mode................................................... 106 User Profiles......................................................... 106 Exported and Imported Data....................................... 106 Not Exported or Imported......................................... 107 Administrative Data Export and Import Use Case Recommendations........... 107 Exporting Administrative Data......................................... 108 Importing Administrative Data........................................ 109 Recommendations................................................ 109 Reinstalling an Alternate Central Site................................... 111 Releasing at Remote Sites................................................. 111 If Release Fails at a Remote Site........................................ 111 Notes............................................................... 112 7 Setting Up Source Devices.............................................113 Configuring a Source Device.............................................. 114 Sharing Scanner Profiles.................................................. 116 Scanner Profile Locations.............................................. 116 8 Kofax Capture Network Server Operating Requirements.....................117 KCN Server Components................................................. 117 Central Site..........................................................117 Remote Sites......................................................... 118 Web Server Operating Requirements....................................... 118 Minimum Hardware Requirements..................................... 119 Recommended Hardware Requirements................................ 119 System Requirements................................................. 119 KCN Service Operating Requirements...................................... 120 System Requirements................................................. 120 Remote Site Station Requirements.......................................... 120 Minimum Hardware Requirements..................................... 120 viii Kofax Capture 8 Installation Guide

Contents System Requirements................................................. 120 KCN Server License Requirements......................................... 121 9 Planning Your Kofax Capture Network Server Installation................... 123 Setting Up Your Environment............................................. 123 Privileges and Permissions............................................ 123 UNC Support....................................................... 123 Proxy Server Support................................................. 124 Web Server Port Numbers............................................ 124 Custom Module and Workflow Agent Support Considerations............ 125 Planning Your Installation................................................ 125 Decisions Before Installing KCN Server................................. 126 General Considerations........................................... 126 KCN Service Locations............................................ 126 KCN Service ( Log on as ) User Account............................ 127 KCN Server Software Component Configurations.................... 127 File Cache Folder Locations........................................ 128 Web Server Software Location and the Web Site...................... 128 KCN Server Anonymous User Account............................. 129 Remote Site Name................................................ 130 Web Server Port Number.......................................... 131 High Availability Installations..................................... 132 10 Installing Kofax Capture Network Server................................. 133 KCN Server Installation Steps............................................. 133 Step 1: Check Your Environment at the Central Site....................... 134 Kofax Capture Check Points....................................... 134 KCN Server Check Points......................................... 134 Step 2: Enable the KCN Service at the Central Site........................ 136 Step 3: To Install the KCN Web Server Components...................... 138 Installing KCN Web Server Components on IIS....................... 139 Step 4: Install KCN Server Remote Sites................................. 142 Step 5: Convert Kofax Capture Remote Installations to Remote Sites........ 142 Configuration Tasks..................................................... 144 Central Site Configuration Tasks....................................... 144 Setting Up Remote Site Profiles..................................... 145 Assigning Remote Site Profiles to Remote Sites....................... 145 Sharing Scanner Profiles........................................... 146 Configuring Additional File Cache Folder Locations.................. 146 Enabling Additional KCN Services................................. 148 Kofax Capture 8 Installation Guide ix

Contents Disabling the KCN Service......................................... 149 Stopping the KCN Service......................................... 149 Starting the KCN Service.......................................... 150 Remote Site Configuration Tasks....................................... 150 Converting a Remote Installation to a Remote Site.................... 150 Specifying the Web Server URL..................................... 151 Activating the RSA............................................... 152 Configuring Remote Site Authentication............................. 152 Configuring a Client Certificate..................................... 153 Sharing Scanner Profiles........................................... 153 Upgrading/Updating.................................................... 154 Converting Batches From Previous Releases............................. 155 Upgrading Your Central Site........................................... 155 Step 1: Stop the Web Site........................................... 155 Step 2: Upgrade Ascent Capture and Republish Your Batch Classes..... 156 Step 3: Enable the KCN Service..................................... 156 Step 4: Upgrade Ascent Capture Internet Server...................... 157 Step 5: Restart the Web Site........................................ 158 Upgrading Your Remote Sites.......................................... 158 Step 1: Process All Batches at the Remote Site and Upload Them........ 159 Step 2: Upgrade Your Ascent Capture Software at Your Remote Site..... 159 Deactivating a Remote Site................................................ 159 Uninstalling KCN Server Software......................................... 159 Uninstalling KCN Server on IIS........................................ 160 Uninstalling KCN Server on WebSphere................................ 160 11 Web Server Settings...................................................161 IIS Web Server........................................................... 161 KCN Server Virtual Directory Properties................................ 162 ACIUpload Virtual Directory Properties................................. 163 Adding or Editing File Cache Folder Locations....................... 164 Setting Your IIS Port Configuration..................................... 165 IIS Authentication Configuration....................................... 166 Anonymous User Account......................................... 166 Basic Authentication.............................................. 167 Integrated Windows Authentication................................ 168 IIS and File Cache Permissions Configuration............................ 168 Disabling Impersonation........................................... 168 Configuring File Cache Write Permissions........................... 169 NTFS Security Settings................................................ 169 KCN Server Installation Folder Permissions.......................... 170 x Kofax Capture 8 Installation Guide

Contents Logs Folder Permissions.......................................... 170 ACIUpload Folder Permissions.................................... 170 WebSphere............................................................. 170 Install KCN Server Components on WebSphere.......................... 171 Step 1: Create a Cache Folder...................................... 171 Step 2: Edit ACConfig.xml......................................... 171 Step 3: Install KCN Server Components............................. 172 Step 4: Edit KCN Server Deployment Descriptor...................... 173 Step 5: Configure Web Server...................................... 174 Step 6. Configure Basic Authentication.............................. 174 Uninstalling KCN Server Components.................................. 175 12 Installing and Configuring Kofax Capture Import Connector - Email.......... 177 Installing Kofax Capture Import Connector - Email - Service.................. 178 Installing the Kofax Capture Import Connector - Email - Administration Plug-In. 180 Upgrading From Earlier Versions.......................................... 182 Configuring Kofax Capture Import Connector - Email........................ 182 Step 1: Configure Kofax Capture Batch Classes........................... 182 Step 2: Verify Batch Class Compatibility................................ 184 Step 3: Configure User Profiles......................................... 184 Step 4: Specify a User Profile.......................................... 184 Step 5: Set Up Email Notifications...................................... 185 Step 6: Set Up the Outgoing Mail Server................................. 185 Step 7: Specify Number of Emails in Each Batch.......................... 186 Step 8: Customize Email Notification Templates......................... 187 Step 9: Add One or More Mailboxes.................................... 187 A Automatic Installations................................................ 189 Automatic Installations................................................... 189 Types of Automatic Installations....................................... 189 Initiating Automatic Installations...................................... 190 Automatic Installation Options..................................... 190 Deploying Automatic Installations..................................... 190 Using Initialization Files.................................................. 191 Assigning Values in the Initialization File............................... 191 Initialization File Elements............................................ 192 The [Main] Element............................................... 193 The [SystemFiles] Element......................................... 194 The [Path] Element............................................... 194 Kofax Capture 8 Installation Guide xi

Contents The [Identification] Element........................................ 195 The [Hardware Information] Element............................... 196 The [ACIS] Element............................................... 197 The [SecurityBoost] Element....................................... 198 The [Database] Element........................................... 198 B Setting Up Distributed Server Configurations..............................201 Server System Requirements for Server Software............................. 202 Minimum Hardware Requirements..................................... 202 Supported Operating Systems......................................... 202 System Requirements for Server Files....................................... 203 Recommended Hardware............................................. 203 Novell NetWare Limitations........................................... 203 Distributed Installation............................................... 203 Upgrading or Updating Distributed Configurations...................... 204 Upgrading Ascent Capture 6.x or 7.x................................ 204 Updating an Existing Distributed Server Configuration................ 205 C Backing Up and Restoring Your Standard Database........................207 Standalone Installations.................................................. 208 Backing Up the Ascent Capture (version 6.x or 7.x) MSDE Database......... 208 Restoring the Ascent Capture (version 6.x or 7.x) MSDE Database.......... 208 Backing Up the Kofax Capture 8.0 Microsoft SQL Server 2005 Express Edition Database..................................................... 209 Restoring the Kofax Capture 8.0 Microsoft SQL Server 2005 Express Edition Database..................................................... 209 Client/Server Installations................................................ 210 Backing Up the Ascent Capture (version 6.x or 7.x) MSDE Database......... 210 Restoring the Ascent Capture (version 6.x or 7.x) MSDE Database.......... 210 Backing Up the Kofax Capture 8.0 Microsoft SQL Server 2005 Express Edition Database..................................................... 211 Restoring the Kofax Capture 8.0 Microsoft SQL Server 2005 Express Edition Database..................................................... 211 D Required Folder Permissions...........................................213 Client/Server Required Permissions.................................... 213 Standalone Required Permissions...................................... 214 Registry Permissions.................................................. 214 KCN Server Required Permissions...................................... 214 SecurityBoost Permissions............................................. 215 Minimum Permissions for the Operator............................. 215 xii Kofax Capture 8 Installation Guide

Contents Minimum Permissions for the SecurityBoost User.................... 217 Permissions When Using the Scan and Release Modules............... 217 SecurityBoost and Windows 2000................................... 218 E Kofax Capture Deployment Utility....................................... 219 Introduction............................................................ 219 Kofax Capture Deployment Utility Process Overview..................... 219 Command Line Parameters............................................... 220 No Parameters....................................................... 220 Usage [/?].......................................................... 220 Default [/default].................................................... 220 ServerPath [/ServerPath:{server path}].................................. 221 SiteName [/SiteName:{site name}]..................................... 221 SiteID [/SiteID:{site ID}].............................................. 221 StationID [/StationID:{station ID}]..................................... 221 Proper Usage........................................................ 221 Error Messages...................................................... 221 Unsupported Installation Configurations................................ 222 F Kofax Capture Database Management Requirements....................... 223 Introduction............................................................ 223 Supported Database Management Systems.............................. 223 Configuration Requirements.............................................. 224 Supported Operating Systems......................................... 224 License Requirements................................................ 225 Database Client Software............................................. 225 Database Settings.................................................... 225 Microsoft.NET 2.0 Framework Requirement......................... 225 Oracle.......................................................... 225 IBM DB2........................................................ 226 Database Installation..................................................... 226 G Monitoring Kofax Capture Services..................................... 229 Kofax Capture Monitoring Requirements................................... 229 Network Requirements............................................... 229 Licensing Requirements.............................................. 229 Installed Components.................................................... 230 Installing the Monitoring Feature.......................................... 230 Verification of Installed Components and License.................... 231 Kofax Capture 8 Installation Guide xiii

Contents Site Monitor Service Credentials.................................... 231 Configuring the SNMP Service......................................... 231 Separate Site Monitor Service Installation................................ 232 Site Monitor Service Credentials.................................... 232 License Verification............................................... 233 Sample Monitoring Application............................................ 233 Starting the Sample Monitoring Application............................. 233 Specifying the Default List of Hosts................................. 233 Specifying a List of Hosts.......................................... 234 Index...............................................................235 xiv Kofax Capture 8 Installation Guide

How to Use This Guide Introduction This guide contains essential information about installing Kofax Capture and Kofax Capture Network Server (KCN Server). This guide assumes that you have a thorough understanding of Windows standards, applications, and interfaces. It also assumes that, if you are installing KCN Server, you have a thorough understanding of the Internet, Web servers and your Web server software, your network configuration, and Kofax Capture. This guide is for system administrators and developers who are installing Kofax Capture or KCN Server, or who need a description of the installation procedures and requirements. Related Documentation In addition to this Kofax Capture Installation Guide, Kofax Capture 8.0 includes the following documentation. Kofax Capture Getting Started Guide This guide introduces the various modules and utilities provided with Kofax Capture, describes basic concepts about document/data capture and Kofax Capture processing, and introduces the components and major features of KCN Server. Kofax Capture Developer s Guide The Kofax Capture Developer s Guide provides guidance information regarding why you would want to customize Kofax Capture and instructions to do so. Several examples and code segments are provided to demonstrate how to create custom panels, menus, workflow agents, modules, and scripts to enhance Kofax Capture processing. Kofax Capture 8 Installation Guide xv

How to Use This Guide Kofax Capture Online Help Kofax Capture online Help provides online assistance for system administrators and operators alike. You can access online Help as follows: From the Windows taskbar: Select Start Programs Kofax Capture Kofax Capture Help to display the main Help topic for the Help system. From any module s toolbar or menu bar: Click the Help button from the toolbar, or select Help Kofax Capture Help Topics from the menu bar to display the main Help topic for the module. From any dialog box: Click the Help button or press F1 to display context sensitive information for the dialog box. Kofax Capture API Reference Guide The Kofax Capture API Reference Guide is an online reference that provides the details of each API library needed to customize Kofax Capture. The API Reference Guide is designed to be used with the Kofax Capture Developer s Guide as a primary resource for customizing Kofax Capture. To access the API Reference Guide, select Start Programs Kofax Capture 8.0 API Reference Guide from the taskbar. Quick Reference Cards The set of quick reference cards provides abbreviated steps for performing common tasks for several Kofax Capture modules. Training Release Notes Late-breaking product information is available from release notes. You should read the release notes carefully, as they contain information that may not be included in other Kofax Capture documentation. Kofax offers both classroom and computer-based training that will help you make the most of your Kofax Capture solution. Visit the Kofax Web site at www.kofax.com for complete details about the available training options and schedules. xvi Kofax Capture 8 Installation Guide

How to Use This Guide Kofax Technical Support For additional technical information about Kofax products, visit the Kofax Web site at www.kofax.com and select an appropriate option from the Support menu. The Kofax Support pages provide product-specific information, such as current revision levels, the latest drivers and software patches, online documentation and user manuals, updates to product release notes (if any), technical tips, and an extensive searchable knowledgebase. The Kofax Web site also contains information that describes support options for Kofax products. Please review the site for details about the available support options. If you need to contact Kofax Technical Support, please have the following information available: Kofax Capture software version KCN Server software version Operating system and service pack version Network and client configuration Copies of your error log files Scanner make and model Scanner engine (board) type Special/custom configuration or integration information Kofax Capture 8 Installation Guide xvii

How to Use This Guide xviii Kofax Capture 8 Installation Guide

Chapter 1 Overview Introduction Kofax Capture is designed to support both document capture and data capture in a single application. Both structured and non-structured documents can be scanned in a single batch. The system will automatically recognize each document in the batch and process it based on characteristics that you have predefined. The definition process is simple, quick, and provides an extraordinary amount of control over how your documents are processed. Kofax Capture Network Server (KCN Server) extends the capabilities of Kofax Capture by allowing inexpensive Kofax Capture remote workstations to assist in the capture and processing of documents and data. With Internet (or intranet) capabilities, Kofax Capture workstations can be connected to a central site to assist in the document and data capture process. This guide provides important information about installing and upgrading to Kofax Capture and KCN Server, including: Operating requirements that must be met to successfully install Kofax Capture and KCN Server Preparations, decisions, precautions, settings, and helpful hints that will help you successfully and efficiently install Kofax Capture and KCN Server Instructions for installing Kofax Capture in interactive mode or in automatic mode in a client/server or standalone configuration Instructions for installing KCN Server and creating remote sites Information about installing other Kofax products used with Kofax Capture Information on performing automatic installations Kofax Capture 8 Installation Guide 1

Chapter 1 2 Kofax Capture 8 Installation Guide

Chapter 2 Kofax Capture Operating Requirements Introduction This chapter provides information about Kofax Capture operating requirements, including hardware and system requirements, and recommendations for installing and using Kofax Capture. Server System Requirements This section lists the requirements for installing Kofax Capture on a server station. Note We recommend that you use a dedicated server for Kofax Capture. In particular, we strongly suggest that you do not use your server computer for scanning or importing documents. Kofax Capture 8 Installation Guide 3

Chapter 2 Minimum Hardware Requirements The following lists the minimum hardware requirements for the Kofax Capture server: Processor: System memory: Disk space: Display: USB port: NIC: Pentium 4 processor, or equivalent 1 Gbyte or more 1.3 Gbytes on any local drive, plus 300 Mbytes available on your local C: drive or wherever your operating system is installed, for installation files, temporary files, and working space during processing You may need even more disk space, if you have many image files or a large database. 1024 x 768 with 16 bit color, small fonts; 24 bit color is recommended for the best viewing of online Help Kofax Capture hardware key (not required if installing with the software-based licensing option) 100 Mbps Note Recommended requirements for a Kofax Capture server system are purposely not given as each implementation varies in capacity, load and processing. Testing your Kofax Capture processing workload in a test environment is highly recommended. 4 Kofax Capture 8 Installation Guide

Kofax Capture Operating Requirements Supported Operating Systems The list below shows the operating systems supported for use with Kofax Capture server files and software. This list represents the minimum requirement for each operating system family and edition. This list does not specify each version and service pack available, only the minimum requirement. Although not explicitly tested, Kofax offers technical support for all supported operating systems. Operating systems marked as certified represent those which have been explicitly tested against Kofax Capture functionality. Operating System Windows 2000 Server with Service Pack 4 Certified Windows Server 2003 Standard Edition with Service Pack 1 Windows Server 2003 Standard x64 Edition (64-Bit) with Service Pack 1 Windows Server 2003 Enterprise Edition with Service Pack 1 Windows Server 2003 Enterprise Edition with Service Pack 2 Windows Server 2003 Enterprise Edition R2 with Service Pack 2 Windows Server 2003 Enterprise x64 Edition (64-Bit) with Service Pack 1 Windows Server 2003 Enterprise x64 Edition (64-Bit) R2 with Service Pack 2 Windows Server 2003 Datacenter Edition with Service Pack 1 Windows Server 2003 Datacenter x64 Edition (64-Bit) with Service Pack 1 Windows Small Business Server 2003 Standard Edition with Service Pack 1 Windows Small Business Server 2003 Premium Edition with Service Pack 1 Note Visit the Kofax Web site support page at www.kofax.com for updates to the supported operating systems for Kofax Capture 8.0. Kofax Capture 8 Installation Guide 5

Chapter 2 Note Windows Server 2003 does not support scanning with a SCSI card. Kofax strongly suggests that you do not use your server computer for scanning or importing documents. In general, the Kofax Capture server files and software should be installed on the same computer. However, some existing sites may have legacy issues that require server files to be kept on a computer that is not running any of the Kofax Capture certified operating systems listed above. Refer to File Locations on page 28 for more information about Kofax Capture server files and server software. Refer to Appendix B Setting Up Distributed Server Configurations on page 201 for information about installing Kofax Capture server files on a computer that is not running an operating system certified for use with Kofax Capture. Required Windows Service The Server service must be running before installing Kofax Capture on a server workstation. 6 Kofax Capture 8 Installation Guide

Kofax Capture Operating Requirements Client System Requirements This section lists the requirements for installing Kofax Capture on a client workstation. Minimum Hardware Requirements The following lists the minimum hardware requirements for the Kofax Capture client systems: Processor: System memory: Disk space: Display: Parallel port: USB port: Printer: NIC: Pentium 4 processor, or equivalent 512 Mbytes or more 680 Mbytes on any local drive, plus 300 Mbytes available on your local C: drive or wherever your operating system is installed, for installation files, temporary files, and working space during processing 1024 x 768 with 16 bit color, small fonts Enhanced Bar Code Engine hardware key (optional) RecoStar Professional hardware key (optional) 600 DPI to support the Separator Sheet Utility (optional) 100 Mbps Kofax Capture 8 Installation Guide 7

Chapter 2 Recommended Hardware Requirements The following lists the recommended hardware requirements for the Kofax Capture client systems: Processor: System memory: Disk space: Display: Parallel port: USB port: Printer: NIC: Pentium 4 processor, or equivalent 1 Gbyte or more 680 Mbytes or more on any local drive, plus 300 Mbytes or more available on your local C: drive or wherever your operating system is installed, for installation files, temporary files, and working space during processing 1024 x 768 with 24 bit color, small fonts; 24 bit color is recommended for the best viewing of online Help Enhanced Bar Code Engine hardware key (optional) RecoStar Professional hardware key (optional) 600 DPI to support the Separator Sheet Utility (optional) 100 Mbps or higher 8 Kofax Capture 8 Installation Guide

Kofax Capture Operating Requirements Supported Operating Systems The list below shows the operating systems supported for use with Kofax Capture client workstations. This list represents the minimum requirement for each operating system family and edition. This list does not specify each version and service pack available, only the minimum requirement. Although not explicitly tested, Kofax offers technical support for all supported operating systems. Operating systems marked as certified represent those which have been explicitly tested against Kofax Capture functionality. Operating System Certified Windows 2000 Professional with Service Pack 4 Windows 2000 Server with Service Pack 4 Windows XP Professional with Service Pack 2 Windows XP Professional x64 with Service Pack 2 Windows Server 2003 Standard Edition with Service Pack 1 Windows Server 2003 Standard x64 Edition (64-Bit) with Service Pack 1 Windows Server 2003 Enterprise Edition with Service Pack 1 Windows Server 2003 Enterprise Edition with Service Pack 2 Windows Server 2003 Enterprise Edition R2 with Service Pack 2 Windows Server 2003 Enterprise x64 Edition (64-Bit) with Service Pack 1 Windows Server 2003 Enterprise x64 Edition (64-Bit) R2 with Service Pack 2 Windows Server 2003 Datacenter Edition with Service Pack 1 Windows Server 2003 Datacenter x64 Edition (64-Bit) with Service Pack 1 Windows Small Business Server 2003 Standard Edition with Service Pack 1 Windows Small Business Server 2003 Premium Edition with Service Pack 1 Windows Vista Business Edition Windows Vista Business x64 (64-Bit) Edition Kofax Capture 8 Installation Guide 9

Chapter 2 Operating System Windows Vista Enterprise Edition Windows Visita Enterprise x64 (64-Bit) Edition Certified Note Visit the Kofax Web site support page at www.kofax.com for updates to the supported operating systems for Kofax Capture 8.0. Note The use of Adrenaline accelerators is not supported on Windows Server 2003. In general, Windows Server 2003 does not support scanning with a SCSI card. Note The use of scanners is not supported with 64-bit systems. Required Windows Service The Workstation service must be running before installing Kofax Capture on a client workstation. 10 Kofax Capture 8 Installation Guide

Kofax Capture Operating Requirements Standalone System Requirements This section lists the requirements for installing Kofax Capture on a standalone workstation. Minimum Hardware Requirements The following lists the minimum hardware requirements for the Kofax Capture standalone systems: Processor: System memory: Disk space: Display: Parallel port: USB port: Printer: Pentium 4 processor, or equivalent 512 Mbytes or more 760 Mbytes on any local drive, plus 300 Mbytes available on your local C: drive or wherever your operating system is installed, for installation files, temporary files, and working space during processing 1024 x 768 with 16 bit color, small fonts; 24 bit color is recommended for the best viewing of online Help Enhanced Bar Code Engine hardware key (optional) Kofax Capture hardware key (not required if installing the softwarebased licensing option) RecoStar Professional hardware key (optional) 600 DPI to support the Separator Sheet Utility (optional) Kofax Capture 8 Installation Guide 11

Chapter 2 Recommended Hardware Requirements The following lists the recommended hardware requirements for the Kofax Capture standalone systems: Processor: System memory: Disk space: Display: Parallel port: USB port: Printer: Pentium 4 processor, or equivalent 1 Gbyte or more 760 Mbytes or more on any local drive, plus 300 Mbytes or more available on your local C: drive or wherever your operating system is installed, for installation files, temporary files, and working space during processing 1024 x 768 with 24 bit color, small fonts; 24 bit color is recommended for the best viewing of online Help Enhanced Bar Code Engine hardware key (optional) Kofax Capture hardware key (not required if installing the softwarebased licensing option) RecoStar Professional hardware key (optional) 600 DPI to support the Separator Sheet Utility (optional) Certified Operating Systems The list below shows the operating systems supported for use with Kofax Capture standalone workstations. This list represents the minimum requirement for each operating system family and edition. This list does not specify each version and service pack available, only the minimum requirement. Although not explicitly tested, Kofax offers technical support for all supported operating systems. Operating systems marked as certified represent those which have been explicitly tested against Kofax Capture functionality. Operating System Certified Windows 2000 Professional with Service Pack 4 Windows 2000 Server with Service Pack 4 Windows XP Professional with Service Pack 2 12 Kofax Capture 8 Installation Guide

Kofax Capture Operating Requirements Operating System Certified Windows XP Professional x64 with Service Pack 2 Windows Server 2003 Standard Edition with Service Pack 1 Windows Server 2003 Standard x64 Edition (64-Bit) with Service Pack 1 Windows Server 2003 Enterprise Edition with Service Pack 1 Windows Server 2003 Enterprise Edition with Service Pack 2 Windows Server 2003 Enterprise Edition R2 with Service Pack 2 Windows Server 2003 Enterprise x64 Edition (64-Bit) with Service Pack 1 Windows Server 2003 Enterprise x64 Edition (64-Bit) R2 with Service Pack 2 Windows Server 2003 Datacenter Edition with Service Pack 1 Windows Server 2003 Datacenter x64 Edition (64-Bit) with Service Pack 1 Windows Small Business Server 2003 Standard Edition with Service Pack 1 Windows Small Business Server 2003 Premium Edition with Service Pack 1 Windows Vista Business Edition Windows Vista Business x64 (64-Bit) Edition Windows Vista Enterprise Edition Windows Visita Enterprise x64 (64-Bit) Edition Note Kofax Capture 8.0 has not been tested on, or certified for, Windows XP Home. Although Kofax is unaware of any specific limitations on using Windows XP Home with Kofax Capture 8.0, the use of Windows XP Home with Kofax Capture is not supported. Note The use of Adrenaline accelerators is not supported on Windows Server 2003. In general, Windows Server 2003 does not support scanning with a SCSI card. Kofax Capture 8 Installation Guide 13