Pre-Installation Tasks and Considerations

2 Installation 2-1 2 Installation This section covers the following topics: ■ Installation Summary on page 2-1 ■ Pre-Installation Tasks and Considerations on page 2-1 ■ Installing Kofax Capture Export Connector on page 2-2 ■ Configuring Kofax Capture on page 2-5

2.1 Installation Summary

The basic installation procedure consists of the following tasks: ■ Installing Oracle Content Server. For installation information, refer to your Oracle Oracle Content Server installation documentation. ■ Installing Kofax Capture as a standalone or server version. The server version requires at least one client system. For installation information, refer to your Kofax Capture documentation. ■ Installing the Kofax Capture Export Connector component on the Kofax Capture standalone or server system. For more information, see Installing Kofax Capture Export Connector on page 2-2. ■ Optional Installing and configuring Adobe Acrobat Capture. For installation and configuration information, refer to your Adobe Acrobat Capture documentation. ■ Configuring Kofax Capture Export Connector for use with Kofax Capture and optionally, with Acrobat Capture. For configuration and user information, see Chapter 3, Using Kofax Capture with Kofax Capture Export Connector - Oracle UCM .

2.2 Pre-Installation Tasks and Considerations

Complete the following checklist before continuing: ■ Specify a user and password to use to check all scanned documents into Oracle Content Server, taking into account the following scenarios: – User has maximum access. If scanned documents will be checked into all areas of Oracle Content Server, then ensure that the user is a system administrator with Admin rights to all security groups. 2-2 Administrators Guide for Kofax Capture Export Connector to Oracle UCM – User has minimal access. If scanned documents will be checked into a limited area of Oracle Content Server, then ensure that the user has Write access to the necessary security groups. – User must adjust Author content information field. If you want the person performing the scan to adjust the Author content information field to reflect the author of the document, then ensure that the user has Admin access to the necessary security groups. ■ Record the user name and password. You will enter these names during the new installation procedure. See Instructions for a New Installation on page 2-4. ■ Identify the server host name or IP address of the Oracle Content Server instance. The server name can be found on the Configuration Information page of the instance. You will enter this name during the new installation procedure. See Instructions for a New Installation on page 2-4. ■ If you are installing Kofax Capture Export Connector for use with a proxied instance of Oracle Content Server, identify the relative web root from the Configuration Information page of the proxied instance. For example, cs without forward slashes. You will enter this name, if necessary, during the new installation procedure. See Instructions for a New Installation on page 2-4.

2.3 Installing Kofax Capture Export Connector