Oracle® Imaging and Process Management
Services Installation Guide
Version 10.1.3.6
March 2011
Oracle Imaging and Process Management Services Installation Guide, Version 10.1.3.6
Copyright © 1998, 2011, Oracle. All rights reserved.
Primary Author: Amy Willard
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Oracle Imaging and
Process Management (Oracle I/PM)
Services Installation Guide Table of Contents
Installation and Setup 6
Suggested Service Configurations 7
System Requirements 8
Network and Database Installation 9
Database User Ids and Rights 9
SQL Server 9
Oracle 10
Preliminary Installation Steps 12
Preliminary - Audit Server 12
Preliminary - Fax Server 12
Preliminary - Filer 12
Preliminary - Information Broker 13
Preliminary - Print Server 14
Preliminary - Process Management 14
Preliminary - Security Server 14
Preliminary - Storage Server 15
Server Installations 16
Install Request Server Machine (First Server Machine) 16
General Information 16
DSMS Server 17
Print Server 17
Request Broker Server 17
Security Server 17
User Connection Manager 17
Filer Server Configuration 18
Final Steps (First Server Machine) 19
Install Information Machine (Second Server Machine) 22
General Information 22
Alert Server 22
Audit Server 23
Information Broker Configuration 23
Information Broker Wizard 23
Search Manager Server 25
Document Index Server (DIS) 25
Additional Steps 26
Database Management Wizard 27
Linked Server Configuration 27
Imaging – Linked Server 27
Final Steps (Second Server Machine) 29
Install Storage Machine (Third Server Machine) 30
General 30
Export Server 30
Fax Server 31
Storage Service 32
Transact Server 33
System Manager 33
Final Steps (Third Server Machine) 34
Install Process Machine (Fourth Server Machine) 36
Install Process Broker Server 36
Run the Database Management Wizard 38
Install Common File Storage 39
Complete Process Broker Installation 40
Configuring Process 40
Install Process Builder and Process Monitor 40
Install Process Transact Server 41
Install Process Injector Server 41
Install Email Server 43
Configure Mailtool for Process Scripts 43
Create Packages Based on Incoming E-mail 45
Configure for SMTP E-mail 45
Install BPEL Injector 46
Run the BPEL Database Management Wizard 47
Additional BPEL Injector Configuration 47
Setup FormStartup 49
Install Web Machine (Fifth Server Machine) 51
Prerequisites 51
InstallShield Installation 51
Web Express Post Installation 54
Web Server Post Installation For Win 2000 Servers 54
Web Server Post Installation For Win 2003 Server 55
64 Bit Support 58
Web Server Install Checklist 58
Web Client Configuration 60
Install Oracle I/PM Plugin 60
WebView License Option 61
Installing Oracle I/PM Dashboard 62
Dashboard Database Concerns 62
Dashboard Install Steps 62
Dashboard and SSL Install Steps 64
Plugin and SSL 64
IBPM Express Custom Location 64
Installing IBPMWebWIS 65
IBPMWebWIS Concerns 65
IBPMWebWIS Install Steps 65
IBPMWebWIS Configuration Notes 65
Install Full-Text Server (Optional) 69
Configure the Full-Text Server 69
Configure Full-Text Linked Server on the Information Broker Machine 71
Run the Full-Text Server 72
Post Install Steps 72
Configuring OCR Server (Optional) 73
Configure OCR Server 73
Configuring Distributed Cache Server (Optional) 74
COLD SQL Migration (Optional) 75
Install Oracle I/PM as a Windows Service 76
Security 76
Export 77
Fax 77
Information Broker 77
Oracle I/PM Windows Client Installation on Windows 2000 78
Install Initial Windows Client 78
Oracle I/PM Windows Client Gallery and Tools Assignment 78
Creating a Storage Class 80
Install Scan Client 81
Install Subsequent Windows Clients 83
Oracle I/PM Windows Client Installation in a Push Environment 84
Oracle I/PM with CITRIX 84
Install SDK 85
Building and Running Oracle I/PM Toolkit Visual Basic .NET Samples 85
Client Custom Tool Installation 86
Web Samples 86
Custom Deployment of SDK applications using DSMS 87
Building and Running Action Module Samples 88
Sample Action Module Installation 88
Deploying BPEL Injector Web Services 89
Testing the Deployment 90
Finding the BPEL Web Service WSDL 90
Creating BPEL Process with Sample Schema 90
Post Install Apply Patches 91
Installation and Setup
The Oracle Imaging and Process Management (Oracle I/PM) Services installation process installs the product using a zip file. Process Management will commonly be referred to as Process in this document.
The product requires a series of networked servers to operate the middle-tier services of the Oracle I/PM architecture. Users perform a client installation when connecting to the services, which eliminates the need for time consuming client configurations. Client installations leverage the Distributed Software Management System (DSMS) to install other services and clients. Installing updates of this software is also handled by the DSMS service.
NOTE
To execute the installation process, the DSMS must be installed first. Next, the Request Broker must be installed and then Security, User Connection Manager, Information Broker and Storage Server and the remaining services in any order.
There are many different configuration options for the installation of all of the Oracle I/PM Services. Server configurations, server capabilities, processing load, network traffic and fault tolerances must be considered when installing the services.
These instructions step through a sample installation with a specific hardware configuration and directory structure. The directory structures may be changed if desired, but doing so adds complexity to the installation process.
NOTE
The sample configuration assumes most Oracle I/PM capabilities will be employed including Process and Web browser access. Do not install Process Broker, Process Transact, Email Server and Process Injector if not implementing Process Management. Similarly, do not install Web Server if not implementing Web clients.
For this installation, six servers were configured for the Oracle I/PM middle-tier and application services with a seventh machine for the database. In addition, we have provided a configuration using one less machine for comparison purposes. For additional information on server / service configurations, please consult your Oracle representative.
The following table displays one sample way of configuring the servers. This server / service configuration is the basis for this installation document. Modifying the configuration and deployment of the hardware operating the Oracle I/PM Services may impact overall performance but is heavily dependent upon the capabilities of the hardware available and the volumes and expected use of the system.
NOTE
The .NET framework installation is installed automatically with the standard Oracle I/PM Windows client install, Process Administrative Tools and the Oracle I/PM Web Servers. The .NET framework is an optional Windows Update choice. This release was tested using .NET Framework 2.0.
Suggested Service Configurations
The table below references suggested service configurations for a set of machines running Oracle I/PM. This is the configuration that is referred to in the steps outlined in this document. Other configurations may be more desirable, depending on available hardware and expected use of the Oracle I/PM system.
Computer Name: / Request / Information / Storage / Process / Web / Optional Add On Services / Database /Oracle I/PM installed Services / DSMS Server
Filer
Print Server
Request Broker
Security Server
User Connection Manager / Alert Server
Audit Server
Information Broker
Search Manager Server (SMS)
Document Index Server / Storage Server
Export Server
Fax Server
System Manager
Transact Server / BPEL Injector
Email Server
SMTP Server
Process Broker
Process Injector Server
Process Transact Server / Web Server / Full-Text Server
Distributed Cache Server / Database Server
CAUTION
The Database Server must be on a separate machine to maintain performance levels.
Storage Server and System Manager require a database connection. If volumes are high, the Storage Server may be put on a separate machine to improve performance.
CAUTION
Oracle does not recommend putting the Information Broker and the Storage Server on the same machine as this could impact performance. This may not be noticeable if the available hardware is relatively powerful and the usage is relatively low.
CAUTION
System Manager and Storage Server may both be disk intensive when volumes are high. One alternative, if a separate machine is not available for the Storage Server, is to move the System Manager to the same machine as the Information Broker.
The Document Index Server is a required server. See the Admin.PDF for details about this server.
OPTIONAL ADD ON SERVERS
Grouping all optional Oracle I/PM Servers on one machine is only done in this document so that the configuration steps may be described.
For performance reasons, Oracle recommends that the Full-Text Server not be placed on the same machine as any other Oracle I/PM Server. This server is required if Full-Text is implemented but it is very CPU intensive. Therefore, it is recommended that it be on a machine by itself in production environments.
NOTE
The Full-Text database must not exist within the Imaging database.
The Distributed Cache Server is an optional Oracle I/PM Server. In a production environment the geographic distribution of the Oracle I/PM system will likely dictate where a Distributed Cache Server should be placed.
NOTE
Although this document includes instructions for the machine architecture shown above, the table below references a suggested alternate service configurations running Oracle I/PM with one less machine.
Oracle I/PM installed Services / Storage Server
Export Server
Fax Server
Filer
Request Broker
Security Server
System Manager / Alert Server
Audit Server
DSMS Server
Information Broker
Print Server
Search Manager Server
User Connection Manager
Transact Server
Document Index Server / BPEL Injector
Process Broker
Process Injector Server
Process Transact Server
E-Mail Server
SMTP Server / Web Server / Database Server / Distributed Cache Server
Full-Text Server
System Requirements
Before performing any installation, you should read the system requirements and certification documents to ensure that your environment meets the minimum installation requirements.
· Refer to the Oracle I/PM Release Documents in the help file ReleaseDocs.CHM for hardware requirements.
· Refer to the System Requirements and Supported Platforms for Oracle Imaging and Process Management 10gR3 document at http://www.oracle.com/technetwork/middleware/content-management/downloads/ipm-certification-matrix-129289.pdf
This document contains information related to supported installation types, platforms, operating systems, databases and third-party products.
If there are hardware limitations (not meeting the system requirements or recommended configuration), installation differs and functionality may be limited. Oracle recommends the first configuration listed above with more servers as a minimum configuration rather than the more limited second configuration.
NOTE
The following limitation effects the installation of any Oracle I/PM system that uses more than one machine for any service:
· Web Service can not reside with any other Oracle I/PM Services
· The Full-Text Server should not be installed with other Oracle I/PM Services for optimal performance in a production environment.
Limited hardware configurations (i.e., too few machines, too little RAM, etc.) are not recommended since the limited hardware may adversely impact software performance. If you decide to operate a limited hardware configuration, be sure to mention this when discussing your system with Oracle personnel.
Network and Database Installation
NOTE
Refer to the System Requirements and Supported Platforms for Oracle Imaging and Process Management 10gR3 document at http://www.oracle.com/technetwork/middleware/content-management/downloads/ipm-certification-matrix-129289.pdf for information regarding supported database platforms including specific OLE DB provider and driver versions. Customizations of the database definitions are not supported.