Oracle® Imaging and Process Management
Services Installation Guide
Version 7.7
May 2007
Oracle Imaging and Process Management Services Installation Guide, Version 7.7
Copyright © 1998, 2007, 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 11
Preliminary - Audit Server 11
Preliminary - Fax Server 11
Preliminary - Filer 11
Preliminary - Information Broker 12
Preliminary - Print Server 13
Preliminary - Process Management 13
Preliminary - Security Server 13
Preliminary - Storage Server 14
Server Installations 15
Install Request Server Machine (First Server Machine) 15
General Information 15
DSMS Server 16
Print Server 16
Request Broker Server 16
Security Server 16
User Connection Manager 16
Filer Server Configuration 17
Final Steps (First Server Machine) 18
Install Information Machine (Second Server Machine) 21
General Information 21
Alert Server 21
Audit Server 22
Information Broker Configuration 22
Information Broker Wizard 22
Search Manager Server 24
Document Index Server (DIS) 24
Additional Steps 25
Database Management Wizard 26
Linked Server Configuration 26
Imaging – Linked Server 26
Final Steps (Second Server Machine) 28
Install Storage Machine (Third Server Machine) 29
General 29
Export Server 29
Fax Server 30
Storage Service 31
Transact Server 32
System Manager 32
Final Steps (Third Server Machine) 33
Install Process Machine (Fourth Server Machine) 35
Install Process Broker Server 35
Run the Database Management Wizard 37
Install Common File Storage 38
Complete Process Broker Installation 39
Configuring Process 39
Install Process Builder and Process Monitor 39
Install Process Transact Server 40
Install Process Injector Server 40
Install Email Server 42
Configure Mailtool for Process Scripts 42
Create Packages Based on Incoming E-mail 43
Configure for SMTP E-mail 44
Install BPEL Injector 45
Install Web Machine (Fifth Server Machine) 48
Prerequisites 48
InstallShield Installation 48
Web Express Post Installation 51
Web Server Post Installation For Win 2000 Servers 52
Web Server Post Installation For Win 2003 Server 52
64 Bit Support 55
Web Server Install Checklist 55
Web Client Configuration 58
Install Oracle I/PM Plugin 58
WebView License Option 59
Installing Oracle I/PM Dashboard 60
Dashboard Database Concerns 60
Dashboard Install Steps 60
Dashboard and SSL Install Steps 62
Plugin and SSL 62
IBPM Express Custom Location 62
Installing IBPMWebWIS 63
IBPMWebWIS Concerns 63
IBPMWebWIS Install Steps 63
Install Full-Text Server (Optional) 64
Configure the Full-Text Server 64
Configure Full-Text Linked Server on the Information Broker Machine 66
Run the Full-Text Server 67
Post Install Steps 67
Configuring Distributed Cache Server (Optional) 68
COLD SQL Migration (Optional) 69
Install Oracle I/PM as a Windows Service 70
Security 70
Export 71
Fax 71
Information Broker 71
Oracle I/PM Windows Client Installation on Windows 2000 72
Install Initial Windows Client 72
Oracle I/PM Windows Client Gallery and Tools Assignment 72
Creating a Storage Class 74
Install Scan Client 75
Install Subsequent Windows Clients 77
Oracle I/PM Windows Client Installation in a Push Environment 78
Oracle I/PM with CITRIX 78
Install SDK 79
Building and Running Oracle I/PM Toolkit Visual Basic .NET Samples 79
Client Custom Tool Installation 80
Web Samples 80
Custom Deployment of SDK applications using DSMS 81
Building and Running Action Module Samples 82
Sample Action Module Installation 82
Deploying BPEL Injector Web Services 83
Testing the Deployment 83
Finding the BPEL Web Service WSDL 84
Adding Injector XSD Files to BPEL Process 84
Post Install Apply Patches 85
Installation and Setup
The Oracle Imaging and Process Management (Oracle I/PM) Services installation process installs the product using the zip file shipped with I/PM 7.7. 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
Refer to the Oracle I/PM Release Documents in the help file ReleaseDocs.CHM for hardware and software requirements. 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 ReleaseDocs.CHM for information regarding supported database platforms including specific OLE DB provider and driver versions. Customizations of the database definitions are not supported.
NOTE
Do not run Oracle I/PM services on the same machine where the SQL backend database is installed. This configuration will function in an acceptable manner only in very limited environments, such as for demonstration purposes or for very low volume systems.
Prior to the installation of Oracle I/PM, a supported SQL database must be installed. Oracle recommends the database be tested from another workstation through third party database communications software prior to installation of the product. For instructions on installing a SQL database, please consult the documentation provided from the database vendor. Contact the database vendor for the appropriate method for backing up the entire Oracle I/PM database. The default system administrator password for a SQL database is blank. Oracle strongly recommends that this default password be changed prior to installing Oracle I/PM.