Version: 11.1.0 Installation Guide - Kofax

Kofax Capture

Installation Guide

Version: 11.1.0

Date: 2021-03-22

? 2021 Kofax. All rights reserved.

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Table of Contents

Preface.......................................................................................................................................................... 9 Related Documentation...................................................................................................................... 9 Offline documentation............................................................................................................ 10 Training............................................................................................................................................. 11 Getting Help with Kofax Products.................................................................................................... 11 Technical assistance for your Kofax product................................................................................... 12

Chapter 1: Introduction............................................................................................................................ 13 Chapter 2: Kofax Capture System Requirements................................................................................. 14

Supported Operating Systems......................................................................................................... 14 Server Requirements............................................................................................................. 14 Windows Server Installation Messages.................................................................................14

Configuration Requirements............................................................................................................. 15 Kofax Capture License Management.................................................................................... 15 Network Components............................................................................................................ 16 Database Support.................................................................................................................. 16 Database Validation and Export Support.............................................................................. 17 Database Management Components....................................................................................17

Required Folder Permissions........................................................................................................... 18 Required Permissions for Installing Kofax Capture...............................................................18 Required Permissions for Running Kofax Capture............................................................... 18 SecurityBoost Permissions.................................................................................................... 21

Optional Components....................................................................................................................... 23 Development Environment.....................................................................................................23 Scanners................................................................................................................................ 23 Kofax VRS Elite..................................................................................................................... 24 Kofax Capture Report Viewer................................................................................................24 Terminal Servers and Citrix................................................................................................... 24 VMware.................................................................................................................................. 25

Chapter 3: Kofax Capture Network Server System Requirements...................................................... 26 KCN Server Components.................................................................................................................26 Central Site............................................................................................................................ 26 Remote Sites......................................................................................................................... 27 Web Server System Requirements..................................................................................................27 System Requirements............................................................................................................27

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Kofax Capture Installation Guide

KCN Service System Requirements................................................................................................ 27 System Requirements............................................................................................................27

Remote Site Station Requirements..................................................................................................28 System Requirements............................................................................................................28

KCN Server License Requirements................................................................................................. 28 Chapter 4: Kofax Capture Database Management Requirements....................................................... 29

Supported Database Management Systems................................................................................... 29 SQL Server Express Limitations........................................................................................... 29 Standard Database Password...............................................................................................29 SQL Server (Enterprise edition)............................................................................................ 30

Database Management Requirements.............................................................................................30 Supported Operating Systems.............................................................................................. 30 License Requirements........................................................................................................... 30 Database Client Software Requirements.............................................................................. 30 Oracle and IBM DB2 Installation...........................................................................................30

Database Permissions......................................................................................................................31 SQL Server Database Permissions.......................................................................................31 Oracle Database Permissions............................................................................................... 33 IBM DB2 Database Permissions........................................................................................... 34

Database Installation........................................................................................................................ 36 Important Upgrade Notes...................................................................................................... 36 Installing SQL Server Express.............................................................................................. 36

Chapter 5: Planning Your Kofax Capture Installation........................................................................... 38 Setting Up Your Environment...........................................................................................................38 Privileges and Permissions................................................................................................... 38 Environment Variables........................................................................................................... 38 Planning Your Installation................................................................................................................. 39 Pre-Installation Decisions................................................................................................................. 39 Installation Type..................................................................................................................... 39 Post-Installation Decisions................................................................................................................48 Database Configuration......................................................................................................... 48 Security Configuration............................................................................................................48 Custom Modules and Workflow Agents........................................................................................... 48 Configuration File Requirements for Custom Components............................................................. 49 Reducing System Reboots During Installation.................................................................................50

Chapter 6: Planning Your Kofax Capture Network Server Installation................................................51 Setting Up Your Environment...........................................................................................................51 Privileges and Permissions................................................................................................... 51

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Kofax Capture Installation Guide

UNC Support..........................................................................................................................51 Proxy Server Support............................................................................................................ 51 Web Server Port Numbers.................................................................................................... 52 Custom Module and Workflow Agent Support Considerations............................................. 52 Planning Your Installation................................................................................................................. 53 Pre-Installation Decisions for KCN Server............................................................................ 53 Chapter 7: Installing Kofax Capture....................................................................................................... 59 Installing Kofax Capture the First Time............................................................................................59 Step 1: Install Kofax Capture................................................................................................ 59 Step 2: Selecting Languages................................................................................................ 63 Step 3: Installing Kofax VRS Scanner Drivers......................................................................64 Step 4: Installing the Report Viewer Module.........................................................................64 Installing From a Network..................................................................................................... 65 Upgrading and Repairing Kofax Capture......................................................................................... 65 Differences Between Upgrading and Repairing.................................................................... 65 Important Notes..................................................................................................................... 65 Upgrading Client/Server Installations............................................................................................... 70 Upgrading a Server............................................................................................................... 70 Upgrading Client Workstations.............................................................................................. 70 Upgrading Standalone Installations..................................................................................................71 Repairing an Existing Kofax Capture Installation.............................................................................71 Repairing a Client Workstation.........................................................................................................72 Uninstalling Kofax Capture...............................................................................................................72 Uninstalling Plug-ins.............................................................................................................. 72 Uninstalling Kofax Capture.................................................................................................... 72 Chapter 8: Installing Kofax Capture Network Server............................................................................ 74 KCN Server Installation Steps......................................................................................................... 74 Step 1: Check Your Environment at the Central Site............................................................74 Step 2: Enable the KCN Service at the Central Site............................................................ 75 Step 3: Installing KCN Web Server Components on IIS.......................................................77 Step 4: Installing KCN Server Remote Sites........................................................................ 78 Step 5: Convert Kofax Capture Remote Installations to Remote Sites................................. 79 Configuration Tasks.......................................................................................................................... 80 Web Server Settings..............................................................................................................80 Central Site Configuration Tasks........................................................................................... 91 Remote Site Configuration Tasks.......................................................................................... 94 Upgrading/Repairing......................................................................................................................... 96 Converting Batches From Previous Releases...................................................................... 96

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