Stellent: Image Management Student Guide, Volume 1

Stellent: Image Management Student Guide, Volume 1 D48787GC10 Edition 1.0 February 2007 D49220

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Table of Contents Table of Contents Stellent Imaging

Chapter 1: Stellent IBPM Overview -------------------------------------------------------------- 1 Introduction and Administration Slides ---------------------------------------------------------- 2 Sample Hardware Configuration ------------------------------------------------------------ 2 Application Creation Flow ------------------------------------------------------------------- 2 Stellent Service Tools Map ------------------------------------------------------------------ 2 Chapter 2A: Imaging Security Administration ---------------------------------------------- 1 Security and Windows Client Overview --------------------------------------------------------- 1 NT and MS 2000 Security ------------------------------------------------------------------- 3 Groups ------------------------------------------------------------------------------------ 3 Local Groups----------------------------------------------------------------------------- 3 Global Groups---------------------------------------------------------------------------- 3 Trusted Domains------------------------------------------------------------------------- 3 Trusting Domains------------------------------------------------------------------------ 3 Two Way Trusted Domains------------------------------------------------------------ 3 Client Installation/ System Administration Setup----------------------------------------------- 4 Registry ----------------------------------------------------------------------------------------- 7 System Administration ----------------------------------------------------------------------------- 8 Security Tool and Tool Bar ------------------------------------------------------------------ 9 Steps required to arrange and save tools in a layout: ------------------------------- 11 Group Definition Tab ------------------------------------------------------------------------- 13 Gallery Assignments Sub Tab --------------------------------------------------------- 13 Adding Rights to Groups--------------------------------------------------------------------- 14 SEIS Maps Sub Tab--------------------------------------------------------------------- 15 Saved Searches Sub Tab---------------------------------------------------------------- 16 Schemas Sub Tab------------------------------------------------------------------------ 17 Policies Sub Tab ------------------------------------------------------------------------- 20 Capture Administrator ------------------------------------------------------------ 20 Pre-Cache Pages ------------------------------------------------------------------- 21 SEIS Solutions Sub Tab ---------------------------------------------------------------- 22 Print/Fax Sub Tab ----------------------------------------------------------------------- 23 Process Sub Tab ------------------------------------------------------------------------- 24 Tool Preferences button ---------------------------------------------------------------- 28 Worklist Options Group Box ---------------------------------------------------------- 29 Package Operations Group Box ------------------------------------------------------- 30 Gallery Definition Tab------------------------------------------------------------------------------ 33 Gallery Information Sub Tab ---------------------------------------------------------------- 33 Group Assignments Sub Tab ---------------------------------------------------------- 34 Tool Assignments Sub Tab ------------------------------------------------------------ 35 Stellent Imaging Administration Labs------------------------------------------------------------ 36 Admin Lab 1 System Administration Gallery Creation ----------------------------------- 36 Create New Gallery --------------------------------------------------------------------------- 36 Assign Group to Gallery---------------------------------------------------------------------- 36 Assign Imaging Tool Security to Group --------------------------------------------------- 37 Lab 1A - Adding Search Rights To the Group -------------------------------------------------- 38 Add Tools to Gallery-------------------------------------------------------------------------- 38 Verifying Security Tool Rights-------------------------------------------------------------- 39 Adding Additional Tools --------------------------------------------------------------------- 39 Admin Lab 2 System Administration Layout Mode -------------------------------------- 40 Table of Contents 1

Admin Lab 3 Adding Printers and Fax-------------------------------------------------------- 41 Admin Lab 4 Adding New Groups to your Gallery ----------------------------------------- 41 Process Labs: Lab 1 -------------------------------------------------------------------------------- 42 Admin Lab 1 System Administration Gallery Creation ----------------------------------- 42 Create New Gallery --------------------------------------------------------------------------- 42 Assign Group to Gallery---------------------------------------------------------------------- 42 Add Tools to Gallery-------------------------------------------------------------------------- 42 Verifying Security Tool Rights-------------------------------------------------------------- 43 Admin Lab 2 System Administration Layout Mode -------------------------------------- 43 Admin Lab 3 Adding Printers and Fax-------------------------------------------------------- 44 Admin Lab 4 Adding New Groups to your Gallery ----------------------------------------- 44 Allow Use of Queue in Process ------------------------------------------------------------------- 45 Set Tool Preferences -------------------------------------------------------------------------------- 45 Chapter 2B: Imaging Administration Tools -------------------------------------------------- 1 Imaging Administration Tool Descriptions------------------------------------------------------ 1 Tools Types ------------------------------------------------------------------------------------ 1 Primary Tools ---------------------------------------------------------------------------- 1 Administration Tools-------------------------------------------------------------------- 1 Companion Tools------------------------------------------------------------------------ 1 Framework Migration Administration Tool --------------------------------------------- 2 PickList Builder Administration Tool ---------------------------------------------------- 6 PickList Field Mapper Administration Tool--------------------------------------------- 8 Schedule Editor Administration Tool----------------------------------------------------- 9 Storage Server Scheduling ------------------------------------------------------------------- 10 Writes Schedule-------------------------------------------------------------------------- 10 Cache Purge Schedule ------------------------------------------------------------------ 10 CD Burn Schedule----------------------------------------------------------------------- 10 Automated Backup Read Schedule --------------------------------------------------- 10 Automated Backup Write Schedule--------------------------------------------------- 10 Automated Backup Verify Schedule-------------------------------------------------- 10 Recurrence-------------------------------------------------------------------------------------- 11 Daily--------------------------------------------------------------------------------------- 11 Weekly ------------------------------------------------------------------------------------ 11 Monthly ----------------------------------------------------------------------------------- 12 Search Builder --------------------------------------------------------------------------------------- 13 Search Builder Frames------------------------------------------------------------------------ 15 Available Applications Tree Frame--------------------------------------------------------- 15 Result Fields Frame --------------------------------------------------------------------------- 15 Search Criteria Frame------------------------------------------------------------------------- 16 Order or Precedence--------------------------------------------------------------------- 16 Search Basics ---------------------------------------------------------------------------------- 22 Storage Management Administration Tool ---------------------------------------------- 25 Volume Definition Tab ----------------------------------------------------------------- 25 Storage Definition Tab------------------------------------------------------------------ 32 Volume Migration Tab ----------------------------------------------------------------- 36 Usage Considerations ------------------------------------------------------------------- 36 Associating Features with Tool Names ---------------------------------------------------------- 40 Schema Tab ------------------------------------------------------------------------------------ 40 Saved Searches Tab --------------------------------------------------------------------------- 41 Tool Associations with Products ------------------------------------------------------------------ 41 Table of Contents 2

Tool Associations (Companions) ----------------------------------------------------------------- 41 Suggested tools for IMAGING users ------------------------------------------------------- 42 Imaging Admin Labs ------------------------------------------------------------------------------- 43 Search Tools Lab 1 Simple, Single Condition Search --------------------------------------- 43 Search Tools Lab 2 Multiple and Prompted Conditions------------------------------------- 44 Search Tools Lab 3 Joined Files with a Prompted Variable -------------------------------- 45 Search Tools Lab 4 Joined Files with a Prompted Variable (COLD, Imaging and Universals) ------------------------------------------------------------------------------------------- 47 Pick List Lab 1 Simple, Single Condition Search -------------------------------------------- 49 Chapter 2C: Imaging Client Tools---------------------------------------------------------------- 1 Imaging Client Tools ------------------------------------------------------------------------------- 1 Tools Types ------------------------------------------------------------------------------------ 1 Primary Tools ---------------------------------------------------------------------------- 1 Administration Tools-------------------------------------------------------------------- 1 Companion Tools------------------------------------------------------------------------ 1 Browser Tool Primary Tool---------------------------------------------------------------- 2 COLD Linear Search Companion Tool -------------------------------------------------- 3 Fax Phone Book Companion Tool -------------------------------------------------------- 5 Index Primary Tool ------------------------------------------------------------------------- 6 MsgAlert Companion Tool ---------------------------------------------------------------- 7 Scanning Primary Tool --------------------------------------------------------------------- 8 Search Form Primary Tool ----------------------------------------------------------------- 10 Search Manager Primary Tool------------------------------------------------------------- 11 Search Results Primary Tool--------------------------------------------------------------- 13 Viewer Primary Tool ----------------------------------------------------------------------- 25 Viewer Tool Bar ------------------------------------------------------------------------- 25 Annotations Tool Bar ------------------------------------------------------------------- 31 Viewer Preferences---------------------------------------------------------------------- 32 Search Tools Lab 5 Create Simple Search----------------------------------------------------- 35 Search Tools Lab 6 - Search Results Sub Menu Functions------------------------------------ 35 View Objects----------------------------------------------------------------------------------- 35 Document Annotation ------------------------------------------------------------------------ 35 Force Unlock Document---------------------------------------------------------------------- 35 Lock Document-------------------------------------------------------------------------------- 35 Print/Fax ---------------------------------------------------------------------------------------- 35 Lock or Unlock Document ------------------------------------------------------------------- 36 Properties --------------------------------------------------------------------------------------- 36 Sum Column ----------------------------------------------------------------------------------- 36 Filter Search Results -------------------------------------------------------------------------- 36 Send To...Excel -------------------------------------------------------------------------------- 36 Viewer Lab 1 Annotations----------------------------------------------------------------------- 37 Line Tool --------------------------------------------------------------------------------------- 37 Highlighting------------------------------------------------------------------------------------ 37 Text Annotation ------------------------------------------------------------------------------- 37 Stamp Annotation ----------------------------------------------------------------------------- 37 Black and White Redaction ------------------------------------------------------------------ 38 Launch ------------------------------------------------------------------------------------------ 38 Lab 2 - Viewer--------------------------------------------------------------------------------------- 38 Index a MS Word (Universal) Document Lab -------------------------------------------------- 39 Modify Index Lab 1--------------------------------------------------------------------------------- 39 Table of Contents 3

Chapter 2F: Imaging Supplemental Tools----------------------------------------------------- 1 Imaging Supplemental Tool Descriptions ------------------------------------------------------- 1 Tools Types ------------------------------------------------------------------------------------ 1 Primary Tools ---------------------------------------------------------------------------- 1 Administration Tools-------------------------------------------------------------------- 1 Companion Tools------------------------------------------------------------------------ 1 Cold Index Tuning Administration Tool ------------------------------------------------- 2 COLD SQL Migration Administration Tool -------------------------------------------- 4 Declaration Administrator Primary Tool------------------------------------------------- 8 Full-Text Administrator Administration Tool------------------------------------------- 9 Full Text Searching --------------------------------------------------------------------------- 14 Basic Search------------------------------------------------------------------------------ 14 Advanced Search ------------------------------------------------------------------------ 15 Provider Link Administration Tool ------------------------------------------------------- 20 Record Declaration Administration RM tool -------------------------------------------- 25 Usage-------------------------------------------------------------------------------------- 25 Configuration ---------------------------------------------------------------------------- 25 Applications Tab------------------------------------------------------------------------- 26 Associate---------------------------------------------------------------------------- 26 Disassociate ------------------------------------------------------------------------ 27 Refresh ------------------------------------------------------------------------------ 27 Creating an Association----------------------------------------------------------- 27 Auto Declaration Searches Tab-------------------------------------------------------- 28 Auto Declaration Properties Dialog--------------------------------------------- 29 Retention Series Assignment Dialog-------------------------------------------- 30 Steps To Create an Auto Declaration Search ---------------------------------- 30 Execution History Tab ------------------------------------------------------------------ 31 Schedule Tab----------------------------------------------------------------------------- 32 Configuration Tab ----------------------------------------------------------------------- 32 Table of Contents 4

Chapter 3: Stellent IPBM Filer -------------------------------------------------------------------- 1 Overview --------------------------------------------------------------------------------------------- 1 Objectives -------------------------------------------------------------------------------------------- 2 Limitations ------------------------------------------------------------------------------------------- 3 ERM (COLD) Applications------------------------------------------------------------------------ 4 (C-Index) --------------------------------------------------------------------------------------- 4 COLD-SQL ------------------------------------------------------------------------------------ 6 Image Applications---------------------------------------------------------------------------------- 7 Third Party Scanning Solution -------------------------------------------------------------- 7 Using the Document Definition Manager for Imaging----------------------------------- 7 Input File Format ------------------------------------------------------------------------ 7 Filer Directory Structure --------------------------------------------------------------------------- 9 Lab 1 - Installation ---------------------------------------------------------------------------------- 10 Stellent Imaging Filer Interface ------------------------------------------------------------------- 10 Menu Bar --------------------------------------------------------------------------------------------- 10 FILE--------------------------------------------------------------------------------------------- 10 Exit ---------------------------------------------------------------------------------------- 10 REPORTS -------------------------------------------------------------------------------------- 10 Manage Filings--------------------------------------------------------------------------- 10 Report Definition Editor---------------------------------------------------------------- 10 Refresh Filer status window------------------------------------------------------------ 10 HELP-------------------------------------------------------------------------------------------- 10 About Filer ------------------------------------------------------------------------------- 10 ICON Bar--------------------------------------------------------------------------------------------- 11 Document Definition Manager -------------------------------------------------------- 11 Schedule Filings ------------------------------------------------------------------------- 11 Manage Filings--------------------------------------------------------------------------- 11 Refresh Online Reports ----------------------------------------------------------------- 11 Module Functions ----------------------------------------------------------------------------------- 12 Filing Maintenance---------------------------------------------------------------------------- 12 CLOSE------------------------------------------------------------------------------------ 12 Delete ------------------------------------------------------------------------------------- 12 Refresh ------------------------------------------------------------------------------------ 12 Apply Filer ------------------------------------------------------------------------------- 12 Application Name ----------------------------------------------------------------- 12 Filer Start Date--------------------------------------------------------------------- 12 Filer End Date---------------------------------------------------------------------- 12 Regenerate-------------------------------------------------------------------------------- 13 Document Definition Manager -------------------------------------------------------------- 14 Application Definition Editor---------------------------------------------------------------------- 15 ERM--------------------------------------------------------------------------------------------- 15 SQL (Imaging, Universals, etc) ------------------------------------------------------------- 15 Applications tab ------------------------------------------------------------------------------- 16 Application Name ----------------------------------------------------------------------- 16 Description ------------------------------------------------------------------------------- 16 Classification Type---------------------------------------------------------------------- 16 Archive------------------------------------------------------------------------------ 16 Command File --------------------------------------------------------------------- 17 Based On---------------------------------------------------------------------------------- 17 Input File Section------------------------------------------------------------------------ 18 File Name--------------------------------------------------------------------------------- 18 Table of Contents 5

Wild Card Filing------------------------------------------------------------------- 18 Type --------------------------------------------------------------------------------------- 18 Delete Associated Objects on Success------------------------------------------------ 18 Output Section --------------------------------------------------------------------------- 19 Type --------------------------------------------------------------------------------------- 19 Imaging ----------------------------------------------------------------------------------- 19 COLD-Cindex (No longer Supported as a new Application) --------------------- 19 COLD-SQL ------------------------------------------------------------------------------ 19 Report Filing Section ------------------------------------------------------------------- 20 Filing Type ------------------------------------------------------------------------------- 20 Filing Priority Level--------------------------------------------------------------------- 20 Multi Tier Sorting ----------------------------------------------------------------------- 20 Off Line----------------------------------------------------------------------------------- 20 On Line ----------------------------------------------------------------------------------- 20 File Immediately, Override Schedule------------------------------------------------- 20 Filing Date Section ---------------------------------------------------------------------- 20 Use Input File Date/Time--------------------------------------------------------------- 20 Current System Date/Time ------------------------------------------------------------- 20 Field Date/Time Available Date Fields----------------------------------------------- 20 COLD Page Section--------------------------------------------------------------------- 21 Page Length ------------------------------------------------------------------------------ 21 # Pages to Skip--------------------------------------------------------------------------- 21 Overlay File Name (Browse/Clear) -------------------------------------------------- 21 Storage Class Section ------------------------------------------------------------------- 22 Storage Class Available ---------------------------------------------------------------- 22 Meta Processing Section---------------------------------------------------------------- 22 Pre-Processor----------------------------------------------------------------------------- 22 Post-Processor --------------------------------------------------------------------------- 22 Fields Tab -------------------------------------------------------------------------------------- 23 Name -------------------------------------------------------------------------------------- 23 Buttons ------------------------------------------------------------------------------------ 23 New---------------------------------------------------------------------------------- 23 Delete-------------------------------------------------------------------------------- 23 Rename------------------------------------------------------------------------------ 23 Preferences ------------------------------------------------------------------------- 24 Align Report------------------------------------------------------------------------ 24 Type Sub-tab ----------------------------------------------------------------------------- 24 Type --------------------------------------------------------------------------------- 24 Scope Sub-tab---------------------------------------------------------------------------- 25 Field Position----------------------------------------------------------------------- 25 Pattern Which Delimits Field ---------------------------------------------------- 25 Persistency-------------------------------------------------------------------------- 27 Validation sub-tab ----------------------------------------------------------------------- 30 Validation Mask ------------------------------------------------------------------- 30 Auditing----------------------------------------------------------------------------- 30 Do Not File Field ------------------------------------------------------------------ 33 Negate Mask ----------------------------------------------------------------------- 33 Allow Blanks----------------------------------------------------------------------- 33 Extern Name ----------------------------------------------------------------------- 33 Default Value ---------------------------------------------------------------------- 33 Input Mask-------------------------------------------------------------------------- 33 Table of Contents 6

Viewer ------------------------------------------------------------------------------------ 34 Buttons ------------------------------------------------------------------------------ 34 Indexes Tab------------------------------------------------------------------------------- 35 Name -------------------------------------------------------------------------------- 35 Buttons ------------------------------------------------------------------------------ 35 Fields in this Index ---------------------------------------------------------------- 35 Defined Fields---------------------------------------------------------------------- 35 Denotes the Beginning of a Document, if TRUE ----------------------------- 36 Denotes the Beginning of a Document, if Changed -------------------------- 36 File the Report Page ONLY if This Index is Valid --------------------------- 36 Do NOT Sort Index --------------------------------------------------------------- 36 Selected Field is Searchable------------------------------------------------------ 36 Max Result Set Size --------------------------------------------------------------- 36 Arrow Keys------------------------------------------------------------------------- 37 Editing Existing Applications --------------------------------------------------------------- 37 Trouble Shooting ------------------------------------------------------------------------------------ 38 Application Wizard Administration Tool ------------------------------------------------------ 40 Limitations ------------------------------------------------------------------------------- 40 Stellent Office Integration-------------------------------------------------------------------------- 52 Installation-------------------------------------------------------------------------------------- 52 Silent Login ------------------------------------------------------------------------------------ 52 Configuration ---------------------------------------------------------------------------------- 53 Menus and Toolbars -------------------------------------------------------------------------- 54 Indexing a Document ------------------------------------------------------------------------- 55 Searching Stellent ----------------------------------------------------------------------------- 57 Document Properties-------------------------------------------------------------------------- 59 Document Check Out ------------------------------------------------------------------------- 60 Document Check In --------------------------------------------------------------------------- 60 Document Viewing---------------------------------------------------------------------------- 61 Microsoft Outlook Integration--------------------------------------------------------------- 62 Integration Options---------------------------------------------------------------------- 63 Limitations ------------------------------------------------------------------------------- 63 Stellent Imaging Filer Labs ------------------------------------------------------------------------ 64 Filer Lab 1 Filer Install --------------------------------------------------------------------- 64 Filer Lab 2 - Using the Report Definition Editor for COLD ---------------------------- 70 Filer Lab 3 - COLD Overlays---------------------------------------------------------------- 74 Filer Lab 4 - Test Fields (using Validation) ----------------------------------------------- 76 Filer Lab 5 Beginning Delimiters--------------------------------------------------------- 77 Filer Lab 6 - Ending Delimiters ------------------------------------------------------------- 78 Filer Lab 7 3rd Partying Imaging\Default Value --------------------------------------- 79 Filer Lab 8-3rd Party Imaging ------------------------------------------------------------- 81 Filer Lab 9 3RD Party Imaging ----------------------------------------------------------- 82 Filer Lab 10 3RD Party Imaging---------------------------------------------------------- 83 Filer Lab 11 - Index Archive----------------------------------------------------------------- 84 Assign IBPM Tool Security to Group ------------------------------------------------------ 85 Search Tools Lab ------------------------------------------------------------------------------------ 86 APCkxx----------------------------------------------------------------------------------------- 86 APInvRpxx------------------------------------------------------------------------------------- 86 APInvxx ---------------------------------------------------------------------------------------- 87 APPOPLxx ------------------------------------------------------------------------------------- 87 BegDelxx --------------------------------------------------------------------------------------- 88 Table of Contents 7

CRxx -------------------------------------------------------------------------------------------- 88 EndDelxx --------------------------------------------------------------------------------------- 89 Extxx -------------------------------------------------------------------------------------------- 89 HRxx -------------------------------------------------------------------------------------------- 90 HRCkxx----------------------------------------------------------------------------------------- 90 Lab 1 - Application Wizard------------------------------------------------------------------------ 91 Lab 2 Application Wizard (File, Security and Search)----------------------------------- 94 Lab 2 Application Wizard Continued (Security)------------------------------------------ 95 Lab 2 Application Wizard Continued (Search)-------------------------------------------- 96 Lab - Schedule Editor------------------------------------------------------------------------- 97 Lab 1 - Document Management------------------------------------------------------------------- 98 Lab 1 - Document Management------------------------------------------------------------------- 98 Version Document Lab ----------------------------------------------------------------------- 98 Associate Document Lab--------------------------------------------------------------------- 99 Lab 1 Microsoft Office Integration----------------------------------------------------------- 100 Indexing Lab ----------------------------------------------------------------------------------- 100 Check Out/Check In Lab --------------------------------------------------------------------- 100 Properties Lab---------------------------------------------------------------------------------- 101 Minor/Major Version Lab-------------------------------------------------------------------- 101 Search from MS Word Lab ------------------------------------------------------------------ 101 Filer Lab 12 Additional Exercises -------------------------------------------------------- 102 AAINSxx --------------------------------------------------------------------------------------- 104 HICFAxx --------------------------------------------------------------------------------------- 104 Stellent Imaging Filer Review--------------------------------------------------------------------- 105 Table of Contents 8

Chapter 4A: IBPM Services & Configuration ------------------------------------------------- 1 Services Overview ---------------------------------------------------------------------------------- 1 Objective --------------------------------------------------------------------------------------------- 1 Required IBPM Services & Configurations ----------------------------------------------------- 2 Microsoft Windows NT Services ----------------------------------------------------------- 2 IBPM Service Configuration (Gencfg.exe)------------------------------------------------------ 3 IBPM Service Tab----------------------------------------------------------------------------------- 3 Servers Wizard (button) ---------------------------------------------------------------------- 6 DSMS Service --------------------------------------------------------------------------------------- 12 Primary Directory versus Operation Directory -------------------------------------- 13 Gencfg.exe: DSMS Tab ---------------------------------------------------------------------------- 14 Stamp IBPMStartup.EXE -------------------------------------------------------------------- 16 Stamp IBPMstartup Advance Tab -------------------------------------------------- 17 Considerations --------------------------------------------------------------------------- 20 Requirements----------------------------------------------------------------------------- 21 IBPMstartup Note ----------------------------------------------------------------------- 21 Create Copy of IBPMStartup.EXE---------------------------------------------------- 22 Creating Additional Startups----------------------------------------------------------------- 23 Service Startup Diagnostic Menu Option ---------------------------------------------------- 25 Request Broker Service----------------------------------------------------------------------------- 27 Gencfg.exe: Request Broker Tab------------------------------------------------------------------ 29 Configuring Multiple Request Brokers----------------------------------------------------- 31 Strategies for stamping the IBPMstartup.exe---------------------------------------- 33 Information Broker Service ------------------------------------------------------------------------ 34 The Query Processor Install------------------------------------------------------------ 35 Linked Servers Overview--------------------------------------------------------- 36 IBPM use of Linked Servers & OLE DB -------------------------------------- 36 Asynchronous Processing Benefits --------------------------------------------- 36 Gencfg.exe: Information Broker Tab ------------------------------------------------------------- 38 Information Broker Wizard ------------------------------------------------------------------ 39 Database Management Wizard -------------------------------------------------------------- 44 Linked Servers Configuration --------------------------------------------------------------- 47 Locally Defined Linked Servers------------------------------------------------------- 48 IBPM Linked Servers ------------------------------------------------------------------- 52 Security Service ------------------------------------------------------------------------------------- 55 Ucon Service----------------------------------------------------------------------------------------- 56 Gencfg.exe: Security/UCON Tab ----------------------------------------------------------------- 58 UCON Service Tab---------------------------------------------------------------------------- 60 Storage Service -------------------------------------------------------------------------------------- 61 Gencfg.exe: Storage Tab --------------------------------------------------------------------- 62 Writes ------------------------------------------------------------------------------------------- 65 Cache-------------------------------------------------------------------------------------------- 67 CD-R -------------------------------------------------------------------------------------------- 69 Auto Backup ----------------------------------------------------------------------------------- 70 Database ---------------------------------------------------------------------------------------- 73 Filer Service------------------------------------------------------------------------------------ 74 Document Index Server ---------------------------------------------------------------------------- 75 OptODBC Retired----------------------------------------------------------------------------- 76 Gencfg.exe: Input Management ------------------------------------------------------------------- 77 Filer---------------------------------------------------------------------------------------------- 78 Document Index Server----------------------------------------------------------------------- 83 Table of Contents 9

Alert Service ----------------------------------------------------------------------------------------- 85 Audit Service ---------------------------------------------------------------------------------------- 86 Gencfg.exe: Alert / Audit Tab -------------------------------------------------------------------- 87 Configure Server Audit Server -------------------------------------------------------------- 88 Audit to Database------------------------------------------------------------------------------ 94 Optional IBPM Services & Configurations------------------------------------------------------ 96 Export Server ---------------------------------------------------------------------------------------- 96 Gencfg.exe: Export Tab ---------------------------------------------------------------------- 97 Print Service ----------------------------------------------------------------------------------------- 98 Gencfg.exe: Print Tab ------------------------------------------------------------------------------ 99 Search Manager Service (SMS) ------------------------------------------------------------------- 101 Gencfg.exe: SMS Tab ------------------------------------------------------------------------ 102 WEB Service----------------------------------------------------------------------------------------- 103 DataBase Service------------------------------------------------------------------------------------ 104 Hardware/Software Requirements and information -------------------------------------------- 105 Protocol: TCP/IP------------------------------------------------------------------------------ 105 Database Platforms: --------------------------------------------------------------------------- 105 CPU Speed, Memory and Magnetic Space Requirements------------------------------- 105 Client, Web, Server Minimum Requirements --------------------------------------------- 106 Minimum Requirements Notes -------------------------------------------------------------- 107 CD-R Drives ----------------------------------------------------------------------------- 108 Display Requirements------------------------------------------------------------------- 108 Fax Server Support ---------------------------------------------------------------------- 108 Printers ------------------------------------------------------------------------------------ 108 Storage Devices-------------------------------------------------------------------------- 109 Utilization of Multi-Processors by Services ----------------------------------------- 110 Parallel Operation Services------------------------------------------------------- 110 Sequential Operation Services --------------------------------------------------- 110 Resources Used on Workstations:----------------------------------------------------------- 111 Example Configuration ----------------------------------------------------------------------- 113 Table of Contents 10

Chapter 4B: Stellent IBPM Supplemental Services --------------------------------------- 1 Supplemental Services & Configurations-------------------------------------------------------- 1 Distributed Cache Server--------------------------------------------------------------------------- 1 Gencfg.exe: Distributed Cache Tab--------------------------------------------------------------- 1 DCS for Filing vs Retrieval ------------------------------------------------------------ 6 Fax Service------------------------------------------------------------------------------------------- 7 How to Create a Cover Page for Fax and Print-------------------------------------- 8 Gencfg.exe: Fax Tab-------------------------------------------------------------------------------- 9 FullText Service ------------------------------------------------------------------------------------- 12 Gencfg.exe: FullText Tab -------------------------------------------------------------------------- 13 Installation-------------------------------------------------------------------------------------- 13 Verify that SQL Server 2000, SP3A, Hotfix 0818 is installed with the Microsoft Search Feature--------------------------------------------------------------- 13 Install the RTF Ifilter for SQL--------------------------------------------------------- 14 Configuring the Full Text Server------------------------------------------------------------ 15 SQL Server Login ----------------------------------------------------------------------- 16 Full-Text Linked Server Configuration ---------------------------------------------- 17 OCR --------------------------------------------------------------------------------------------------- 22 Gencfg.exe: OCR Tab ------------------------------------------------------------------------------ 23 Full-Text/OCR Operation -------------------------------------------------------------------------- 27 COLD SQL Migration Server --------------------------------------------------------------------- 28 Gencfg.exe: COLD SQL Migration Configuration--------------------------------------------- 29 Retired - COLD Index Manager and Master Indexes ------------------------------ 31 Master Index Merge and Migrate Utility--------------------------------------------- 31 System Manager Service --------------------------------------------------------------------------- 32 Gencfg.exe: System Manager Tab ---------------------------------------------------------------- 33 Transact Service ------------------------------------------------------------------------------------- 35 Gencfg.exe: Transact Tab -------------------------------------------------------------------------- 36 Records Management------------------------------------------------------------------------------- 39 Gencfg.exe: RM Tab-------------------------------------------------------------------------------- 40 Declaration Server------------------------------------------------------------------------- 40 Configuration ---------------------------------------------------------------------------- 41 DOD Enforcement----------------------------------------------------------------- 41 Configure Declaration Server Checkbox --------------------------------------- 42 Imaging Administrator------------------------------------------------------------ 42 IBPM Database -------------------------------------------------------------------- 42 Stellent Fixed RM Administrator------------------------------------------------ 42 Stellent Fixed RM Database ----------------------------------------------------- 42 Table of Contents 11

Chapter 5: Imaging Server Installation Labs ------------------------------------------------ 1 Stellent Imaging Executable Files:---------------------------------------------------------------- 1 IBPMStartup.EXE----------------------------------------------------------------------------- 1 Run From A DOS Prompt For First Install Of Services Other Than where there is a DSMS service installed ----------------------------------------------------- 1 Run From A DOS Prompt For First Install Of Request Broker------------------- 1 Run Stamped IBPMStartup.exe For First Install Of Client Workstation -------- 1 IBPMServer.EXE ----------------------------------------------------------------------------- 1 IBPM.exe --------------------------------------------------------------------------------------- 1 Station 1----------------------------------------------------------------------------------- 2 Station 2----------------------------------------------------------------------------------- 2 Station 3----------------------------------------------------------------------------------- 2 Station 1 ---------------------------------------------------------------------------------------------- 3 Pre-Installation--------------------------------------------------------------------------------- 3 Install DSMS (must be installed first), Filer, Information Broker License & Security ----------------------------------------------------------------------------------------- 4 MICROSOFT LOCAL SQL SERVER 2000 (Query Processor) ----------------- 4 Add The TCP/IP Protocol To Your Local Server Environment ------------------ 5 Verify the MICROSOFT SQL SERVER VERSION------------------------------- 5 Limit System Memory Used by MICROSOFT SQL SERVER------------------- 5 Create Stellent Imaging Database ----------------------------------------------------- 6 SQL ODBC On Information Broker And Filer Servers: --------------------------- 7 INSTALLATION OF SERVICES ON DSMS Workstation ---------------------------- 8 Configure Information Broker --------------------------------------------------------- 11 Execute Database Script ---------------------------------------------------------------- 12 Linked Server Configuration----------------------------------------------------------- 13 Configure Security/UCON ------------------------------------------------------------- 14 Configure Filer--------------------------------------------------------------------------- 14 Configure Document Index Service -------------------------------------------------- 15 Configure Request Broker-------------------------------------------------------------- 15 Start DSMS, Filer, Request Broker, Security & UCM Services ------------------ 16 Change Diag Console Screen Properties --------------------------------------------- 16 Station 2 ---------------------------------------------------------------------------------------------- 17 Install, Alert, Audit, Storage and Print Services ------------------------------------------ 17 LOGON to Storage workstation------------------------------------------------------- 17 Stellent IBPM Wizard ------------------------------------------------------------------ 17 General Information--------------------------------------------------------------------- 17 Alert Server------------------------------------------------------------------------------- 18 Audit Server------------------------------------------------------------------------------ 18 Print Service------------------------------------------------------------------------------ 18 Storage Service -------------------------------------------------------------------------- 18 Return to Station 1 ---------------------------------------------------------------------------- 19 Establishing Security Rights and Privileges ----------------------------------------- 20 Station 3 ---------------------------------------------------------------------------------------------- 21 PRODUCTION CLIENT -------------------------------------------------------------------- 21 Storage Management-------------------------------------------------------------------- 21 CREATE Storage Classes -------------------------------------------------------------- 21 Edit and File Applications-------------------------------------------------------------- 22 Run Search to Verify Filing and Annotate Objects --------------------------------- 22 Table of Contents 12