Kofax Capture (KC) 8 Supported Configurations

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Application Notes - Frequently Asked Questions - Release Scripts - Revision Levels - Supported Configurations

Important Kofax Capture Notice

Please click here to read the end of life announcement for RecoStar Professional Add‐on to Kofax Capture.

Kofax Capture 8.0 Operating Requirements

3rd Party Software Platform Components

Please refer to the Kofax Cross Product Compatibility Matrix for 3rd Party Software Platform Components for this product (select the desired matrix format below).

Kofax Cross Product Compatibility Matrix.pdf

Kofax Cross Product Compatibility Matrix.xls

This matrix lists the versions of 3rd Party Software Platform components that are supported for use with Kofax products. Kofax is committed to ensuring that our products work with these component versions and addressing issues that arise when our products are used in conjunction with them. Unless otherwise specified, we do not support the use of our product in conjunction with versions of software other than those listed in the Kofax Cross Product Compatibility Matrix. Once you have opened the file, click on the product tab that corresponds to this product.

NOTE: Any requirements not addressed in the Kofax Cross Product Compatibility Matrix are listed below.

Server System Requirements

This section lists the requirements for installing Kofax Capture on a server station.

Note: We recommend that you use a dedicated server for Kofax Capture. In particular, we strongly suggest that you do not use your server computer for scanning or importing documents.

Minimum Hardware Requirements

The following lists the minimum hardware requirements for the Kofax Capture server:

Note: Recommended requirements for a Kofax Capture server system are purposely not given as each implementation varies in capacity, load and processing. Testing your Kofax Capture processing workload in a test environment is highly recommended.

Required Windows Service

The Server service must be running before installing Kofax Capture on a server workstation.

Client System Requirements

This section lists the requirements for installing Kofax Capture on a client workstation.

Minimum Hardware Requirements

The following lists the minimum hardware requirements for the Kofax Capture client systems:

Recommended Hardware Requirements

The following lists the recommended hardware requirements for the Kofax Capture client systems:

Required Windows Service

The Workstation service must be running before installing Kofax Capture on a client workstation.

Standalone System Requirements

This section lists the requirements for installing Kofax Capture on a standalone workstation.

Minimum Hardware Requirements

The following lists the minimum hardware requirements for the Kofax Capture standalone systems:

Recommended Hardware Requirements

The following lists the recommended hardware requirements for the Kofax Capture standalone systems:

Required Windows Service

The Server service must be running before installing Kofax Capture on a standalone workstation.

This section contains information on a number of Kofax Capture configuration requirements. These are the required system configuration settings for Kofax Capture.

Kofax Capture supports a centralized license management scheme that requires a hardware key on the Kofax Capture server at the central site, and on standalone installations. Client workstations do not require hardware keys to run Kofax Capture.

Note: With the software-based licensing option, the hardware key is not required. Instead, activation occurs with your Kofax serial number and product code.

The rest of the installation and activation process remains the same as licensing with a hardware key.

The key features of the license management scheme are:

• Licenses can be delivered and upgraded through the Internet.
• Licenses must be activated before you can use Kofax Capture permanently.

Activation typically occurs during installation of a Kofax Capture server or standalone station, but can also occur after installation.

• During installation: After the Kofax Capture server or standalone files are installed, the installation may prompt you to attach a hardware key to the server or standalone station. Near the end of the installation process, the installation will contact the Kofax license server to activate the licenses for the options you purchased.
• Refer to the Kofax Capture online Help for details about activating licenses.

Note: During Kofax Capture installation on a server or standalone station, you need to have Internet access if you want to automatically activate your license at that time. If the station does not have Internet access, you will be able to install Kofax Capture, but will need to use the Kofax Capture License Utility to activate your licenses after installation.

• After Installation: If activation during installation fails, you will be able to use your purchased Kofax Capture options for a period of three days. To use the purchased options on a permanent basis, you must use the Kofax Capture License Utility installed with Kofax Capture to activate your licenses after installation.

After activation, the Kofax Capture License Utility allows you to view the status of activated licenses, as well as activate new or additional licenses for your system. Refer to the Kofax Capture online Help for details about using the License Utility. Click here to download the Kofax Capture 8.0 Online Help.

Note: For more information about the options purchased for your company, contact your system administrator or Kofax Certified Solution Provider.

Kofax Capture requires that the TCP/IP protocol be installed and running in your Windows network configuration settings. Prior to installing Kofax Capture, ensure that the following are installed and functioning properly:

• “Client for Microsoft Networks” and “File and Printer Sharing for Microsoft Networks”
• TCP/IP protocol (IP V4, IP V6)
• A NIC (not required for standalone installations)

Contact your network administrator or refer to your Microsoft documentation for more information about these components.

Note: Not having the TCP/IP protocol may be a problem in standalone installations that have never been connected to the Internet, or a network, or where the TCP/IP protocol has been removed or disabled. If you attempt to install a standalone version of Kofax Capture on a computer without TCP/IP, the installation may fail with an “Unable to Initialize Batch Catalog” error message. The batch catalog is the Kofax Capture database.

To install Kofax Capture, the logged-in user must have administrative privileges to the local computer.

For new Kofax Capture installations, you can select the desired database configuration (as listed in this section) at the start of the install process. You can also switch database configurations at any time after installation.

For upgrades from Ascent Capture 6.x or 7.x, the existing database configuration will be maintained. No option to switch databases is provided during an upgrade, however you can switch at any time after the upgrade. If your current installation is using the Standard (MSDE) database configuration, SQL Server Express Edition will be automatically installed.

Kofax Capture uses the Microsoft SQL Server 2005 Express Edition database. This standard database ships with Kofax Capture, and requires no additional software or configuration.

Kofax Capture does not ship with or install SQL Server.

See the Kofax Capture Getting Started Guide for more information on switching database configurations. Also review the SQL Server Database Permissions for Use with Ascent Capture 7.5 or Kofax Capture 8 Technical Note for the necessary SQL Server 2005 database permissions when using Kofax Capture 8 or Ascent Capture 7.5 with a SQL Server 2005 database. This Technical Notes also provides information about the application role’s membership to the db_owner database role..

Note: All references to SQL Server on this Web page assume SQL Server 2000 with Service Pack 4 or SQL Server 2005 unless otherwise noted.

You can use Oracle Database if you want to actively administer the database, or for scalability and availability. For information regarding Kofax Capture 8 certified versions of Oracle, please refer to the Kofax Cross Product Compatibility Matrix (above) for 3rd Party Software Platform Components for this product. 

To use Oracle Database, create an empty schema where you want to store Kofax Capture information. The user name provided when you installed Kofax Capture must have this schema set as the default schema for that user. The user must also have user rights to create objects in that schema.

Refer to Appendix F – Kofax Capture Database Management Requirements on page 223 of the Kofax Capture 8 Installation Guide for information about Oracle requirements. Also review the Oracle Database Permissions for Use with Kofax Capture 8 Technical Note for the necessary Oracle database permissions when installing and using Kofax Capture 8 with an Oracle database.

NOTES:

When configuring Kofax Capture in an Oracle environment, the 32-bit versions of the Oracle database as well as the client connector (ODAC client) is the certified configuration. This applies to both 32-bit and 64-bit operating systems.

Kofax Capture does not ship with or install Oracle.

You can use IBM DB2 if you want to actively administer the database, or for scalability and availability. . For information regarding Kofax Capture 8 certified versions of IBM DB2, please refer to the Kofax Cross Product Compatibility Matrix (above) for 3rd Party Software Platform Components for this product.

To use IBM DB2, create an empty schema where you want to store Kofax Capture information. The user name provided when you installed Kofax Capture must have this schema set as the default schema for that user. The user must also have user rights to create objects in that schema.

Note: For IBM DB2 installations running on Windows, the database must be configured as a Unicode database prior to installing Kofax Capture.

Refer to Appendix F – Kofax Capture Database Management Requirements on page 223 of the Kofax Capture 8 Installation Guide for information about IBM DB2 requirements. Also review the IBM DB2 Database Permissions for Use with Kofax Capture 8 Technical Note for the necessary IBM DB2 database parameters and permissions when using Kofax Capture 8 with an IBM DB2 database.

NOTES:

When configuring Kofax Capture in a DB2 environment, the 32-bit versions of the DB2 database as well as the client connector (DB2 client) must be used. This applies to both 32-bit and 64-bit operating systems.

Kofax Capture does not ship with or install IBM DB2.

Kofax Capture supports Microsoft Access 2000, and 2002, or any ODBC-compliant database for the Database Validation feature and for releasing index data to a database.

Kofax Capture does not provide ODBC drivers for target databases.

For managing batches during processing, Kofax Capture uses SQL Server 2005 Express Edition, which is a version of SQL Server. When installing the Kofax Capture server software or a Kofax Capture standalone installation, the required database management components are also installed.

Note: You must use the versions of the Microsoft Data Access Components (MDAC) that shipped and installed with Kofax Capture.
Kofax Capture will install correctly and can coexist with existing installations of SQL Server or MSDE or SQL Server 2005 Express Edition, provided Kofax Capture is installed in a folder under the same parent directory as these products, usually C:\Program Files.

For example, if SQL Server is installed in C:\Program Files\MSSQL, then the Kofax Capture server software should be installed in a folder such as C:\Program Files\<Kofax Capture installation folder>.

Warning: Do not install Kofax Capture in the same directory as SQL Server (all editions) or on a computer with earlier versions of these applications. If you do, the results will be unpredictable and you may render your SQL Server software inoperable.

For additional information on IPSec, EFS and Kofax Capture, please see the following Kofax Knowledgebase articles:

• QAID 11622
• QAID 11623
• QAID 11624
• QAID 11625

The online Help for Ascent Capture requires Internet Explorer 6 (or higher) be set as your default browser. Although no known incompatibilities exist with previous versions of Internet Explorer, the online Help for Ascent Capture has been certified only with Internet Explorer 6.

If the browser that you are currently using is a version earlier than Internet Explorer 6, the installation will stop and display a warning message indicating that Internet Explorer 6 is not installed. After you acknowledge the warning, the installation will resume.

Before using the online Help, install or upgrade your browser to Internet Explorer 6 and set it as the default browser for your system.

The Kofax Capture Import Connector - Email feature has the same operating requirements as Kofax Capture itself.

Refer to Chapter 12 – Installing and Configuring Kofax Capture Import Connector - Email on page 177 of the Kofax Capture 8 Installation Guide for information about installing this feature.

This section contains information on a number of Kofax Capture installation options. While potentially useful, these are not required.

The Kofax Capture PDF Generator module is included with Kofax Capture. This module allows you to create PDF files from within Kofax Capture. However, you may continue to use Adobe Acrobat Capture Cluster Server or Personal Edition version 3.04 with all Kofax developed release scripts to create PDF files.

If you choose to use Adobe Acrobat Capture Personal Edition, be sure to attach the hardware key provided with your Adobe Acrobat Capture software.

Kofax Capture supports a wide range of desktop and production-level scanners, including:

• High-end SCSI and video models supported by Kofax Adrenaline hardware products
  Low-end Group 1, 2, and 3 SCSI models using ISIS drivers
  VirtualReScan (VRS) ready scanners
• For a current list of supported scanners, browse to the Scanner Configurator and follow the instructions presented to you.

VirtualReScan 4.2

Kofax Capture 8.0 includes, and automatically installs, VRS 4.2. However, additional licensing is required to activate VRS for use with Kofax Capture. Refer to the Kofax Capture Help system for information about licensing VRS.

See the section Step 3: Install VRS Scanner Drivers on page 47 of the Kofax Capture 8 Installation Guide for more information about installing VRS drivers. For a complete description of VRS, refer to the VRS product information Web page by clicking here.

VirtualReScan 4.5

Kofax Capture 8.0 supports the VirtualReScan (VRS) 4.5 product, released on 06/09/09. Please refer to page 7 of the VirtualReScan (VRS) 4.5 Release Notes document for installation instructions.

Note: Kofax Capture 8.0 has not been tested, or certified, with VRS 3.5 or earlier. Using these versions of VRS with Kofax Capture 8.0 is not supported.

Kofax Capture supports Adrenaline hardware products, including:

• Adrenaline 850 and 1700 image processing accelerators
• Adrenaline 450, 650, and 650i SCSI scanner controllers

Note: The use of Adrenaline accelerators is not supported on Windows Server 2003. In general, Windows Server 2003 does not support scanning with a SCSI card.

Kofax Capture Report Viewer

The system requirements for the Report Viewer module are the same as those for Kofax Capture.

Effective with version 5.5, Kofax Capture no longer supports KF-Series boards. These boards are not compatible with the newest drivers shipped with Kofax Capture, so KF-Series boards must be removed from your computer before you install or upgrade to Kofax Capture 8.0. There is no need to uninstall the KF-Series board drivers.

You can operate Kofax Capture via a Terminal Services or Citrix session. Once logged in to the Terminal Services or Citrix session, Kofax Capture operates as if it were installed on your local computer. However, you should be aware of the following station licensing conditions.

Note: Citrix supports all Kofax Capture modules except for the Scan module.

For information regarding Kofax Capture 8 certified versions of Terminal Servers or Citrix please refer to the Kofax Cross Product Compatibility Matrix (above) for 3rd Party Software Platform Components for this product. 

You can operate Kofax Capture 8.0 via a Terminal Services or Citrix session. Once logged in to the Terminal Services or Citrix session, Kofax Capture operates as if it were installed on your local computer.

Running Multiple Modules in a Session

Station licenses apply to the session rather than the computer. This allows you to run multiple licensed applications in one session. Licensed applications that are running within the same session will share this same station license. For example, if you are running Recognition Server, Validation, and Quality Control modules at the same time, on the same computer, and in the same Terminal Services or Citrix session, then only one Kofax Capture concurrent station license is required.

However, licensed applications that are running within different sessions will not share the same station license. For example, if you are running Recognition Server, Validation, and Quality Control modules at the same time, on the same computer, but each is running in a different Terminal Services or Citrix session, then three Kofax Capture station licenses are required.

Running a Mix of Session and Client Based Modules

Kofax Capture applications that run as services are part of the same session as the console. For example, if Recognition Server is running as a service and a user at the console is running the Validation module, then a single Kofax Capture concurrent station license is used. However, if Recognition Server is running as a service and a user connects remotely (via Terminal Services or Citrix) and runs the Validation module, then two Kofax Capture concurrent station licenses are required.

Tracking Terminal Services and Citrix Session Usage Statistics

In order to track individual sessions running on a single station, the station ID for the session includes both the station ID and the session ID. For example:

StationID = ScanStation: Sess 42

Disconnecting and Logging-Out Terminal Services and Citrix Sessions

When a Terminal Services or Citrix session is disconnected, the session state becomes “Disconnected.” All running applications remain running in an idle state, and any consumed Kofax Capture station licenses remain consumed. When the user logs in again and reconnects, the session becomes active again, and the running applications resume their prior states.

Note: If a licensed Kofax Capture module is running within a disconnected session and the administrator forces a logoff of that session, or the application terminates abnormally for any reason, the consumed Kofax Capture station license will be released within the time-out period (20 minutes by default) or after the Kofax Capture licensing service has been manually restarted.

When a Terminal Services or Citrix session is logged-out, the session is closed and any consumed Kofax Capture licenses are released. The session no longer displays in the Management Console.

For information regarding Kofax Capture 8 certified versions of VMware, please refer to the Kofax Cross Product Compatibility Matrix (above) for 3rd Party Software Platform Components for this product. 

NOTES:

• VMware ESX Server 3.0 & 3.5
  - ESX Server does not support a USB device. In order to enable the Kofax Capture licensing (hardware dongle) in conjunction with an ESX Server, there are two options:

1. Utilize AnywhereUSB, please see ‘Digi International’s AnywhereUSB Certification’ below.
2. Enable the Kofax Capture License Service/Dongle on a Windows workstation.

• VMware Server 1.0 or VMWare Server 2.0*
  *On some Windows host systems running VMWare Server, such as GSX Server, when using a USB dongle, confirmation is required in the Found New Hardware wizard. Select the default action, Install the software automatically. After the software is installed, the guest operating system detects the USB device and searches for a suitable driver.

Warning: Kofax recommends that you disable hyper-threading on the VMware computer to avoid the possibility of intermittent error messages.

For more information about running the VMware product in a hyper-threaded environment, please check the VMware Support site.

The following configurations have been certified for use with the Kofax Capture 8.0 Hardware dongle with the AnywhereUSB.

Kofax Capture 8.0 running on:

• Windows 2003 Standard Edition SP2 on VMWare Server 2 RC 1
• Windows XP SP2 on VMWare Server 2 RC 1
• Windows 2003 Standard Edition SP2 on VMWare ESX Server 3.5
• Windows XP SP3 on VMWare ESX Server 3.5
• Windows 2000 Pro SP4 on VMWare Workstation 6.0
• Windows 2003 Enterprise Edition SP2 on VMWare Workstation 6.0
• Windows XP SP2 on VMWare Workstation 6.0