xpresso for Dreamweaver Installation Guide Version 3.0 SP1

Transcription

1 xpresso for Dreamweaver Installation Guide Version 3.0 SP1

2 EMC Corporation, Hopkinton, MA Copyright EMC Corporation. All rights reserved. The copyright protection claimed includes all formats of copyrightable material and information governed by current or future statutory or judicial law. This includes, without limitations, any material generated by the software programs that display icons or other screen interfaces. You may not copy or transmit any part of this document in electronic or printed format without the express written permission of EMC Corporation. xpression, CompuSet, and all other EMC Corporation products mentioned in this publication are trademarks of EMC Corporation. For complete copyright information, please see the file xpression Licensing Document.pdf located on your ebook Library CD.

3 TABLE OF CONTENTS 1 Before You Begin... 3 What is xpresso for Dreamweaver?... 3 Software and Hardware Requirements... 3 Supported Data Types... 4 Installation Overview... 4 Installation Directory Paths... 4 Licensing Your xpresso for Dreamweaver Software... 4 Existing xpresso Installations... 5 Information Boxes and Revision Bars... 5 Solution Support Installing on Windows... 7 Before You Begin... 7 Running Both Dreamweaver 8 and Creative Suite 3 or 4 Together... 7 Installing on Vista... 8 Performing a Windows Installation... 8 Installing a Language Pack Registering Your Software Verifying Your Installation Previewing the Document Packaging the Document Upgrading Your Software Installing Over the Existing Installation Removing the xpresso for Dreamweaver Extension Disabling the xpresso for Dreamweaver Extension... 16

4 Table of Contents

5 Befor ore You Begin 1 Before You Begin Welcome to xpresso for Dreamweaver! This book contains complete instructions for installing and configuring the xpresso for Dreamweaver. This chapter contains information you need to know before you begin installing the xpresso for Dreamweaver software. What is xpresso for Dreamweaver? xpresso for Dreamweaver enables you to use Adobe Dreamweaver to design dynamic, rule-based documents. xpresso for Dreamweaver is part of the xpression product suite, and is designed to use your existing digital assets to help you quickly design, compose and publish highly targeted and segmented communications. You can also easily create well-designed relationship statements and billing notices that combine transactional data with targeted marketing messages. xpresso for Dreamweaver is one of the document design components of the xpression product suite. The xpresso for Dreamweaver client works independently of the xpression (xprs) Server, but once your document is ready for production, you can deploy the document and its data source on the server to publish it. Software and Hardware Requirements xpresso for Dreamweaver has specific requirements for operation. For a list of hardware and software requirements, please see the xpression Operating Requirements document located at the root of the xpression ebooks CD. 3

6 Supported Data Types Chapter 1 Before You Begin xpresso for Dreamweaver and the xpression Server support industry standard XML data sources and data schema files for your variable data input. Your variable records can all be contained in a single XML file or broken out into separate XML files. If you have multiple XML files, store them all in the same directory, and in a location that xpresso for Dreamweaver can access. Each of your XML files for a particular document must be compatible with the schema used to create the document. With this release, xpresso for Dreamweaver supports the following data types: String, Boolean (true/false), DateTime, Date (format: YYYY-MM-DD), Time, Integer, Double, and Float. Installation Overview This section will provide you with an overview of the entire xpresso for Dreamweaver installation process, and includes a checklist to help guide you through the process and ensure that you don t miss any steps. Here are the steps for the overall installation process: 1. Obtain your license keys. For more information, see Licensing Your xpresso for Dreamweaver Software. 2. Install the xpresso client software. For more information, see Installing on Windows. 3. Register your software. For more information, see Registering Your Software. 4. Verify your installation. For more information, see Verifying Your Installation. Installation Directory Paths During the installation process, the installer uses the system default temporary directory (%TMP%($TMP)) to store temporary files. The installer doesn t support non-english characters in this path. If your default temp directory contains unsupported characters, you must change the path to one that contains only English characters before installation. You can reset the path after the installation completes. Licensing Your xpresso for Dreamweaver Software There are three main components that are necessary to license your xpresso for Dreamweaver software, you need all three of these to complete the process: Serial Number. The serial number is specific to your company and the xpresso client applications purchased, specifying a certain number of licenses for each application. EMC Document Sciences Customer Care provides the serial number to your company or administrator along with the installation files. Request Code. The request code is specific to the machine upon which you run the xpresso client. This request code secures the software from being copied to other machines. License Key. The license key is granted to you from the EMC Document Sciences self-service activation application or manually from EMC Document Sciences Customer Care department. The license key s term of validity is set by the serial number and the master agreement with your company. You must have your company s serial number in order to complete the xpresso for Dreamweaver installation program. Once you install the software, you ll need to locate the request code, which you ll use to obtain your license key. For more information, see Registering Your Software. For any questions or problems, contact EMC Document Sciences Customer Care: Phone: customercare@docscience.com (760) (press 2 to be connected directly to Customer Care) 4

7 Existing xpresso Installations Chapter 1 Before You Begin If you have a previous release of xpresso for Dreamweaver installed on the same computer that you are going to install this new release, you can either install over your existing release, or uninstall it first. If you install without uninstalling first, the installation program will confirm that you want to overwrite your existing install. Click Yes to continue with the installation, and overwrite your existing installation. Or click No to cancel the installation and uninstall your existing installation first. For specific instructions on uninstalling your software version and platform, see Upgrading Your Software. Note If you are installing xpresso for Dreamweaver on a machine that is running both Macromedia Dreamweaver 8 and Adobe Dreamweaver Creative Suite 3 or 4, you must ensure that the installation program uses the CS3 or CS4 Extension Manager during the installation process. For more information, see Running Both Dreamweaver 8 and Creative Suite 3 or 4 Together. Information Boxes and Revision Bars When one of the following boxes appear on a page, it alerts you to special information. CAUTION The caution box warns you that a fatal error, unsatisfactory output, or loss of data may occur if you do not follow directions carefully. Tip A tip offers suggestions to simplify a task or describes a useful shortcut. They may also describe an alternate way to use the techniques described in the text. Note A note offers information that emphasizes or supplements important points of the main text. Revision bars help you locate new or changed information. Look for these revision bars in the right margin of each affected page. Solution Support For more information or to solve a problem, you can contact EMC Document Sciences Solution Support in one of the following ways: Telephone (760) Fax (760) World Wide Web support@docscience.com 5

8 Chapter 1 Before You Begin 6

9 Installing on Windows 2 Installing on Windows Installing xpresso for Dreamweaver is a simple operation, and is guided by a step-by-step installation wizard. Ensure that you have Adobe Dreamweaver Creative Suite 3 installed on the computer before you install xpresso for Dreamweaver. Before You Begin Before you begin the installation of xpresso for Dreamweaver, ensure that you ve obtained your company s serial number. For more information, see Licensing Your xpresso for Dreamweaver Software. Running Both Dreamweaver 8 and Creative Suite 3 or 4 Together You can have both Macromedia Dreamweaver 8 and Adobe Dreamweaver Creative Suite 3 or 4 installed on the same machine. You can also have xpresso for Dreamweaver installed for both versions of Dreamweaver at the same time. However, before you install a new version of xpresso for Dreamweaver on a machine with both versions of Dreamweaver installed, you must ensure the that installation program uses the CS3 or CS4 version of the Extension Manager during the installation process. To ensure that correct version of Extension Manger is used: 1. In Widows Explorer, right-click in any directory and select New, and then Text Document. A new.txt file appears. 2. Change the extension of the file to.mxp. Click OK on the message about changing the extension that appears. 3. Right-click the new file, select Open With, and then select Choose Program. The Open With dialog box appears. 4. Click Browse to navigate to the location of the CS3 or CS4 Extension Manager: [Dreamweaver Install Directory]\Adobe\Adobe Extension Manager. 5. Click Open, and then click OK. You are now ready to install xpresso for Dreamweaver. 7

10 Installing on Vista Chapter 2 Installing on Windows The Vista operating system employees security that requires extra steps to be taken when installing xpresso for Dreamweaver. Taking these steps ensures that you will be able to install and license your software correctly. You can choose from the following two options; however, method 1 is recommended. Method 1: Running Dreamweaver as an Administrator (Recommended) You can modify the properties of the Adobe Dreamweaver executable so that you run the program as an administrator. This will give you the rights you need to install and licence xpresso for Dreamweaver. This is the recommended method. To run Dreamweaver as an administrator: 1. Locate the Dreamweaver executable file, Dreamweaver.exe, usually located in the \Program Files\Adobe\Adobe Dreamweaver CS3 or CS4 directory. 2. Right-click Dreamweaver.exe and select Properties. 3. Click the Compatibility tab and locate the Privilege Level section at the bottom of the tab. 4. Select the Run this program as an administrator check box. 5. Click OK. You are now ready to install and license xpresso for Dreamweaver. Method 2: Modify the Access Rights of the Install Folder The second option is to modify the access rights of the folder you install xpresso for Dreamweaver into, giving yourself access rights. To modify the access rights of the install folder: 1. Right-click the folder into which you are going to install xpresso for Dreamweaver (such as \Program Files\Adobe\Adobe Dreamweaver CS3) and select Properties. 2. Click the Security tab. 3. Select the current user from the Group or user names list and then click Edit. 4. Ensure that the Allow check box is selected for all of the permissions listed in the Permissions for Users list. 5. Click OK, and then click OK again on the Properties dialog box. You are now ready to install and license xpresso for Dreamweaver. Performing a Windows Installation The xpresso for Dreamweaver Windows installation is a series of easy-to-follow wizard screens. If you are installing a non-english version of xpresso for Dreamweaver, use these steps to install the English version, and then follow the steps in Installing a Language Pack to install the correct language pack. Note If you are installing on Windows XP and will be installing the Russian language pack, do not use the Administrator account when you install xpresso for Dreamweaver. If you must use the Administrator account, you ll be required to install the language pack files into two different directories to ensure the entire application is translated. 8

11 Chapter 2 Installing on Windows Locate your installation CD, then follow these steps: 1. Insert the installation CD in your CD drive, or locate your downloaded files. In the \Client\Windows directory, locate and double click xpresso_for_dreamweaver_install_windows.exe. The xpresso for Dreamweaver installation Introduction page appears, and provides some basic information about the installation process 2. Click Next. The Adobe Dreamweaver Version page appears. 3) Select the Adobe Creative Suite version of Dreamweaver that you will be using with xpresso for Dreamweaver: CS3 or CS4. Click Next. The Dreamweaver Installation Folder page appears. 4. Type the directory path of the Dreamweaver software, or click the browse button to locate the correct directory. If you installed Dreamweaver in the default folder, the correct path should be displayed. Click Next. The user information page appears. 5. Type the name of your company and name of the person who will be using this software on this computer. The square brace characters ([]) and the equal sign (=) are not supported in the Company Name and User Name fields. Click Next. The Serial Number page appears. 6. Enter the serial number provided to your company by Customer Care. If you don t have your serial number, contact your system administrator. Click Next. The Sun Microsystems License Agreement page appears. 7. Click I accept the terms of the license agreement. 8. Click Next. The Pre-Installation Summary page appears. 9. Click Install if everything on the summary appears correct. Or click Previous to return to a previous page and make changes. If you click Install, the installation progress page appears. 10. When the Extension Manager starts, click Accept. A meter bar will show the progress of the extension installation. 11. Click OK when the installation is complete. 12. From the Extension Manager File menu, click Exit to close the Extension Manager. The xpresso for Dreamweaver installation will continue. 13. When the installation is complete, the Installation Complete page appears. 14. Click Done to complete your xpresso for Dreamweaver installation. If you need to install a language pack for a non-english version, follow the steps in the next section. If you will be using the English version, you can move on to Registering Your Software. 9

12 Installing a Language Pack Chapter 2 Installing on Windows Non-English versions of xpresso for Dreamweaver are accessed by installing a language pack. The language pack converts the English version into the language version of the selected pack. Note Adobe Dreamweaver Creative Suite 4 isn t currently available in languages other than English. Therefore, there are no non-english versions of xpresso for Dreamweaver available for Dreamweaver CS4 installations. To install a language pack: Note 1. Ensure Dreamweaver is not running. 2. Download the required language pack, named LanguagePack_xDW_LanguageID.zip. For example, the French language pack is named LanguagePack_xDW_fr.zip. 3. Open the LanguagePack_xDW_LanguageID.zip file. 4. Select the Configuration folder and click Extract. 5. Ensure that Use folder names is selected, and browse to C:\Documents and Settings\[Current User Name]\Application Data\Adobe\Dreamweaver 9. Click Extract. Replace all existing files. If you installed xpresso for Dreamweaver on a Windows XP machine using the Administrator account, and you are installing the Russian language pack, repeat this step, this time extracting the files into the C:\Documents and Settings\All Users\Application Data\Adobe\Dreamweaver 9 directory. 6. Select the xpresso folder and click Extract. 7. Ensure that Use folder names is selected, and browse to the Dreamweaver installation directory. For example, C:\Program Files\Adobe\Adobe Dreamweaver CS3. Click Extract. Replace all existing files. 8. Verify that the following files were extracted into the correct directories. File Menus.xml xpressostrings.xml insertbar.xml Online Help Files Directory C:\Documents and Settings\[Current User Name]\Application Data\Adobe\Dreamweaver 9\configuration\Menus C:\Documents and Settings\[Current User Name]\Application Data\Adobe\Dreamweaver 9\configuration\Strings C:\Documents and Settings\[Current User Name]\Application Data\Adobe\Dreamweaver 9 \configuration\objects [Dreamweaver Installation Directory]\xPresso\ WebHelp\LanguageID (1) If you installed xpresso for Dreamweaver on a Windows XP machine using the Administrator account, and you are installing the Russian language pack, additionally verify that the Menus.xml, xpressostrings.xml, and insertbar.xml were also extracted into the C:\Documents and Settings\All Users\Application Data\Adobe\Dreamweaver 9 directory. (2) If you install a different language pack over an existing one, you need to delete the Menus.xbk file and the Cache folder located in the C:\Documents and Settings\[Current User Name]\Application Data\Adobe\Dreamweaver 9\configuration\Menus directory before starting Dreamweaver. This clears the cache and ensures that the correct language appears in the interface. Once you install the language pack, you can move on to Registering Your Software. 10

13 Registering Your Software Chapter 2 Installing on Windows Before the xpresso for Dreamweaver software can be used, it needs to be registered. The register process requires that you launch xpresso for Dreamweaver, obtain the request code, submit the request code, receive your license key, and then apply your license key. Obtaining your license key is done through an easy-to-use Web interface. To register your software: 1. Launch xpresso for Dreamweaver. The xpresso Register dialog box appears automatically at start-up. If the dialog box doesn t appear automatically, on the xpresso menu, click Register. 2. In the Register dialog box, select and copy the entire contents of the Request Code field. The Request Code is unique to the machine the software is running on. 3. Open a Web browser and navigate to The EMC Document Sciences License generator page appears. The xpresso Product Activation page enables you to submit your request code and receive your license key in an response. 11

14 Chapter 2 Installing on Windows 4. Paste the entire Request Code into the Request Code field on the web page. 5. Type your first and last name, telephone number and address. Your address must match the domain addresses registered for your company. For example, a license key for EMC Document Sciences may be sent to user@emc.com but not user@hotmail.com. 6. Click Get License. Your license key will be sent from customercare@docscience.com to the address specified - if you use spam filtering, please add this to your address book to ensure prompt delivery. If your request was successfully processed, a confirmation message appears. 7. Copy the license key from the into the Register dialog box License Key field within the xpresso for Dreamweaver. Ensure that you copy the entire license key. 8. Click OK. You will see a confirmation message that the license has been accepted. 9. Click OK. The Register dialog box closes and your xpresso for Dreamweaver software is now ready for use. Now that you have installed and registered xpresso for Dreamweaver, you should perform an end-to-end verification test to ensure that your installation is configured and working correctly. For more information, see Verifying Your Installation. 12

15 Verifying Your Installation tion 3 Verifying Your Installation This chapter includes steps to walk you through verifying your xpresso for Dreamweaver installation. During this verification process, you ll open a document in xpresso for Dreamweaver and preview and package it. Previewing the Document The first steps to verifying your xpresso for Dreamweaver installation is to make sure you can open and preview a document. The document we ll use for this test is the tutorial solution document installed with the software. To preview your test document: 1. Start xpresso for Dreamweaver. 2. Browse to the [Dreamweaver install directory]\xpresso\tutorial\investment Account \Source directory. 3. Open InvestmentAccount _Solution.html. 4. Verify that the following components are available in the interface: The xpresso menu on the Dreamweaver menu bar. The xpresso insert bar (CS3) or panel (CS4). If you don t see the insert bar or panel, click the Dreamweaver Window menu and select Insert. Click the xpresso tab in CS3, or select xpresso from the panel drop-down list in CS4. xpresso components in the Dreamweaver CS3 interface. xpresso components in the Dreamweaver CS4 interface. 5. On the xpresso menu, click Variable Definition to open the Variable Definition panel. 13

16 Chapter 3 Verifying Your Installation 6. Click the Variable Definition menu and select Preview. 7. Browse to the [Dreamweaver install directory]\xpresso\tutorial\investment Account \CustomerData directory. 8. Select the DW_MASTER.xml file and click Open. xpresso for Dreamweaver opens the document in a browser window. The graphics in the file will not be visible, but we don t need them for this test. 9. Close the browser window and return to the InvestmentAccount _Solution document. Packaging the Document The second step to verifying the xpresso for Dreamweaver installation is to package a document, so that you can deploy it on the xpression Workgroup Edition Server and verify the server installation later. 1. Click Create Package on the xpresso insert bar or panel. You ll see a message similar to this one if your package was created successfully. 2. Click the browse button next to the Create Package field. 3. Select the directory where you want to store your test package. This directory should be accessible from your xpression Server. Name your package DW Test Document.pkg and click Save. 4. Click Create. You ll see a confirmation message if your package was created successfully. 5. Click OK. When the packaging process is complete, you can use the package to verify the xpression Workgroup Edition Server installation. For more information, see the xpression Workgroup Edition Server Installation Guide. 14

17 Upgrading Your Softwar are 4 Upgrading Your Software This chapter contains instructions for upgrading your existing installation to the latest release. The upgrade to the current release version can be done in one of two ways. You can install over your existing software installation, or you can uninstall and then reinstall. Note If you are installing xpresso for Dreamweaver on a machine that is running both Macromedia Dreamweaver 8 and Adobe Dreamweaver Creative Suite 3 or 4, you must ensure that the installation program uses the correct Extension Manager during the installation process. For more information, see Running Both Dreamweaver 8 and Creative Suite 3 or 4 Together. Installing Over the Existing Installation If you install without uninstalling first, the installation program will confirm that you want to overwrite your existing install. Click Yes to continue with the installation, and overwrite your existing installation. Or click No to cancel the installation and uninstall your existing installation first. For more information, see Installing on Windows. Removing the xpresso for Dreamweaver Extension To uninstall xpresso for Dreamweaver on your system, you must remove the xpresso for Dreamweaver extension through the Extension Manager. To remove xpresso for Dreamweaver from your computer: Note 1. Start Dreamweaver. 2. From the Commands menu, select Manage Extensions. 3. Select xpresso from the Installed Extensions list and click Remove Extension. 4. Click Yes on the confirmation message. 5. Click OK on the confirmation message. If you are removing xpresso for Dreamweaver so that you can install a new version, we recommend that you also delete the \xpresso folder located in the Dreamweaver installation directory. This will ensure a clean new installation. 15

18 Disabling the xpresso for Dreamweaver Extension Chapter 4 Upgrading Your Software Disabling the xpresso for Dreamweaver extension makes it unavailable from within Dreamweaver; however it does not uninstall it. When an extension is disabled, it still exists on the system, you just can t use it in Dreamweaver. If you try to install a new version of xpresso for Dreamweaver when the existing version is disabled, you may encounter errors. To install a new version, ensure that the existing version is enabled (on), or remove the existing version, and then install the new version. To disable xpresso for Dreamweaver without removing it from your computer: 1. Start Dreamweaver. 2. From the Commands menu, select Manage Extensions. The following image shows the CS4 Extension Manager window. 3. Select the check box in the On/Off (CS3) or Enabled (CS4) column next to the xpresso extension. 4. When the process is complete, you ll need to restart Dreamweaver. 16

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