Perceptive Document Composition

Transcription

1 Perceptive Document Composition Installation and Setup Guide PDC Version: 5.4 Written by: Product Documentation, R&D Date: April 2014

2 2014 Perceptive Software. All rights reserved Perceptive Software is a trademark of Lexmark International Technology S.A., registered in the U.S. and other countries. All other brands and product names mentioned in this document are trademarks or registered trademarks of their respective owners. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or any other media embodiments now known or hereafter to become known without the prior written permission of Lexmark.

3 Table of Contents Overview... 5 Prerequisites... 5 Technical specifications... 5 Compatibility... 5 Update... 6 Update a PDC server installation from Version to Version Update a PDC Studio installation from Version to Version Update a PDC Client installation from Version to Version Update a PDC WebClient installation from Version to Version Install PDC Installation package Installation procedure Execute an unattended install and uninstall of PDC setup Permission configuration Add an environment variable for Windows 2003 Server systems Confirm PDC.WordAddIn installation Modify the registry for 64bit Windows 8 and 2012 Server systems Odin/MWS Database Setup Oracle MS SQL Server User Language Installation package for language pack resources Install the language pack resources Page 3 of 55

4 Execute an unattended install and uninstall Set the language for the Odin views Use PDC in a different language Help files Repository Setup About Repository Setup Install the repository Modify the Configuration About modifying the configuration Special Settings for Windows Server 2008/2012 and Windows 7/ Modify UserRepository.config Modify Modus_MWS.exe.config Specify Normal.dotm Modify PDC.Client.exe.config Modify PDC.Studio.exe.config Start the Core Service Start Studio Enter Connection Data for the Odin/Mws Database in the Configuration Start the Services ODP.NET Installation Advantages of the ODP.Net driver Install the ODP.NET driver Page 4 of 55

5 Perceptive Document Composition Setup Overview This document explains how to install Perceptive Document Composition (PDC) and Perceptive Document Composition language packs on your system. You can also choose to install the program features that include PDC Server, PDC Studio, and PDC Client on your system. PDC Server. The server component of Document Composition. PDC Studio. The complete design environment of Document Composition, used to create text components, documents, scripts, and processes. PDC Client. The client component of Document Composition. Prerequisites Technical specifications For more information, refer to the Perceptive Document Composition TechnicalSpecifications Guide. Compatibility Objects in Perceptive Document Composition 5.4 are not compatible with previous versions. So, it is not possible to transfer objects from a 5.4 repository to systems based on repository versions prior to 5.4. Perceptive Document Composition WebClient 5.4 is not compatible with previous versions of Perceptive Document Composition and can only connect to a Modus_MWS service version 5.4. Page 5 of 55

6 Update Update a PDC server installation from Version to Version To update your PDC server installation, complete the following steps. 1. To update your PDC build, you must download the update and installation packages. Complete the following substeps to download the files. 1. Go to the Perceptive Software web site at click Customer Portal, and then click Downloads. 2. Search for the Perceptive Document Composition files for the version. 3. Save these files locally so you can access them during the update procedures. 2. Close all running PDC applications. 3. To update your system, you must stop the PDC Core service. On the PDC server, complete the following substeps. 1. Open the Windows Services. 2. Right-click the Modus_Core service and click Stop. 4. To retain your unique customizations, complete the following substeps to back up your settings. 1. Unpack the content of PDCUpdater.zip into a directory other than the PDC installation directory. 2. Open a window that accepts command prompts. 3. Navigate to the directory that contains the content of PDCUpdater.zip. 4. Enter the following command. backupconfiguration.cmd <back-up directory> Note As a backup directory, use a directory other than the PDC installation directory. 5. To uninstall an existing PDC version, complete the following substeps. If multiple PDC or ModusOne versions exist, uninstall the latest version first. 1. Click Start > Control Panel. 2. In the Control Panel window, click Programs and Features. 3. Select Perceptive Document Composition. 4. Click Uninstall. 6. To install PDC version 5.4., complete the steps described in Installation procedure. Note Specify the same installation path as for the preceding installation. Page 6 of 55

7 7. To restore the configuration, complete the following substeps. 1. Open a command prompt window. 2. Navigate to the directory that contains the content of PDCUpdater.zip. 3. Enter the following command. restoreconfiguration.cmd <back up directory> Note Use the backup directory that you previously specified to back up your settings. 8. Replace renamed files. 1. Replace renamed PDC.Studio.exe files For example, if you have copied and renamed PDC.Studio.exe to PDC.Studio_TST.exe, you must replace it with the new version. To replace PDC.Studio_TST.exe with the current PDC.Studio.exe, complete the following substeps. 1. Open a command prompt window. 2. Navigate to the installation directory. 3. Enter the following command. copy PDC.Studio.exe PDC.Studio_TST.exe 2. Replace renamed PDC.WindowsServiceHost.exe For example, if you use PDC processes as Windows services to run Odin processes, you will have copied the PDC.WindowsServiceHost.exe and renamed it to OdinService.exe. To replace OdinService.exe with the current PDC.WindowsServiceHost.exe, complete the following substeps. 1. Open a command prompt window. 2. Navigate to the installation directory. 3. Enter the following command. copy PDC.WindowsServiceHost.exe odinservice.exe Note To keep administration time for later updates to a minimum, we recommend putting all copy commands in a single cmd file. Page 7 of 55

8 9. Update the database schemas. Note We recommend backing up all databases before updating their schemas as a safety precaution. The update scripts require schema version or a more recent patch. You can run the SQL scripts more than once on the same schema without problems. To update the database schemas, complete the following steps. 1. Unpack the content of Update540 from 5.3 to 5.4 for Windows.zip into the PDC installation directory. A folder named Update540 is created below the Admin directory. 2. For SQL Server databases, run the following SQL script on all Repository databases to update the schema...\admin\update540\mssql_rep_db_schema_update_530_to_540.sql 3. For Oracle databases, complete the following substeps. 1. Run the following SQL script on all Repository databases to update the schema...\admin\update540\ora_rep_create_schema_update_530_to_540.sq l 2. Navigate to the path..\admin\oracle\. 3. Run the following SQL script on all Repository databases. Ora_Rep_CreatePackage.sql 10. Update the language resources. Note If you run PDC Studio and Client in a language other than German or English, you must update the corresponding language resources. To update the language resources, complete the following substeps. Go to the Perceptive Software web site at click Customer Portal, and then click Downloads. Search for the required Perceptive Document Composition language pack installation package. Save the file locally. Complete the steps described in Install the language pack resources. 11. Change the user language. From PDC version 5.4, the English language resources are included in the setup and in the update package. So if PDC runs on an English Windows system, English is the default user language. To change the user language, complete the steps in Use PDC in a different language. Page 8 of 55

9 12. Recompile all scripts. Due to changes, you must recompile all scripts by executing the PDC.Tool.exe command CompileScripts. To recompile all scripts, refer to "CompileScripts" in PDC_ObjectTool_Product_Guide_5.4.x. 13. Recompile all selections. Due to changes, you must recompile all selections by executing the PDC.Tool.exe command CompileSelections. To recompile all selections, refer to "CompileSelections" in PDC_ObjectTool_Product_Guide_5.4.x. 14. To grant the newly added rights to the users, complete the following substeps. 1. Open the Windows Services. 2. Right-click the following services and click Start. Modus_Core Modus_Mws Modus_Ows 3. Start PDC Studio. 4. Open the appropriate roles and grant the following new rights. Reports (38): Provides the Reports tab in PDC Studio. Client Edit Document Templates (39): Enables the user to edit document templates in PDC Client. Client Edit Text Blocks (40): Enables the user to edit text blocks in PDC Client. 15. For Windows 2003 Server systems, complete the steps described in Add an environment variable for Windows 2003 Server systems. 16. For 64bit Windows 8 and Windows 2012 Server systems, complete the steps described in Modify the registry for 64bit Windows 8 and 2012 Server systems.. Page 9 of 55

10 Update a PDC Studio installation from Version to Version To update your PDC Studio installation, complete the following steps. 1. To update your PDC build, you must download the update and installation packages. Complete the following substeps to download the files. 1. Go to the Perceptive Software web site at click Customer Portal, and then click Downloads. 2. Search for the Perceptive Document Composition files for the version. 3. Save these files locally so you can access them during the update procedures. 2. Close all running PDC applications. 3. To retain your unique customizations, complete the following substeps to back up your settings. 1. Unpack the content of PDCUpdater.zip into a directory other than the PDC installation directory. 2. Open a window that accepts command prompts. 3. Navigate to the directory that contains the content of PDCUpdater.zip. 4. Enter the following command. backupconfiguration.cmd <back-up directory> Note As a backup directory, use a directory other than the PDC installation directory. 4. To uninstall an existing PDC version, complete the following substeps. If multiple PDC or ModusOne versions exist, uninstall the latest version first. 1. Click Start > Control Panel. 2. In the Control Panel window, click Programs and Features. 3. Select Perceptive Document Composition. 4. Click Uninstall. 5. To install PDC version 5.4, complete the steps described in Installation procedure. Note Specify the same installation path as for the preceding installation. Page 10 of 55

11 6. To restore the configuration, complete the following substeps. 1. Open a command prompt window. 2. Navigate to the directory that contains the content of PDCUpdater.zip. 3. Enter the following command. restoreconfiguration.cmd <back up directory> Note Use the backup directory that you previously specified to back up your settings. 7. Replace renamed files. Replace the renamed PDC.Studio.exe files For example, if you have copied and renamed PDC.Studio.exe to PDC.Studio_TST.exe, you must replace it with the new version. To replace PDC.Studio_TST.exe with the current PDC.Studio.exe, complete the following substeps. 1. Open a command prompt window. 2. Navigate to the installation directory. 3. Enter the following command. copy PDC.Studio.exe PDC.Studio_TST.exe Note To keep administration time for later updates to a minimum, we recommend putting all copy commands in a single cmd file. 8. Update language resources. Note If you run PDC Studio and Client in a language other than German or English, you must update the corresponding language resources. To update the language resources, complete the following substeps. 1. Go to the Perceptive Software web site at click Customer Portal, and then click Downloads. 2. Search for the required Perceptive Document Composition language pack installation package. 3. Save the file locally. 4. Complete the steps described in Install the language pack resources. Page 11 of 55

12 9. To enable the users to use the Reports function in the PDC Studio, complete the following substeps. 1. Go to the PDC installation directory and open the PDC.Studio.exe.config file with an UTF-8 capable editor. 2. Add the line marked in bold italics in the <appsettings> section. <appsettings> <add key="reportwordtemplate" value="%pdcdir%report.docx" /> </appsettings> 3. Save your changes. 10. Grant newly added rights. To grant the newly added rights to the users, complete the following substeps. 1. Open the Windows Services. 2. Right-click the following services and click Start. Modus_Core Modus_Mws Modus_Ows 2. Start PDC Studio. 3. Open the appropriate roles and grant the following new rights. Reports (38): Provides the Reports tab in PDC Studio. Client Edit Document Templates (39): Enables the user to edit document templates in PDC Client. Client Edit Text Blocks (40): Enables the user to edit text blocks in PDC Client. Page 12 of 55

13 Update a PDC Client installation from Version to Version To update your PDC Client installation, complete the following steps. 1. To update your PDC build, you must download the update and installation packages. Complete the following substeps to download the files. 1. Go to the Perceptive Software web site at click Customer Portal, and then click Downloads. 2. Search for the Perceptive Document Composition files for the version. 3. Save these files locally so you can access them during the update procedures. 2. Close all running PDC applications. 3. To uninstall an existing PDC version, complete the following substeps. If multiple PDC or ModusOne versions exist, uninstall the latest version first. 1. Click Start > Control Panel. 2. In the Control Panel window, click Programs and Features. 3. Select Perceptive Document Composition. 4. Click Uninstall. 4. To install PDC version 5.4, complete the steps described in Installation procedure. Note Specify the same installation path as for the preceding installation. 5. Replace renamed files. Replace renamed PDC.Client.exe files For example, if you have copied and renamed PDC.Client.exe to PDC.Client_TST.exe, you must replace it with the new version. To replace PDC.Client_TST.exe with the current PDC.Client.exe, complete the following substeps. 1. Open a command prompt window. 2. Navigate to the installation directory. 3. Enter the following command. copy PDC.Client.exe PDC.Client_TST.exe Note To keep administration time for later updates to a minimum, we recommend putting all copy commands in a single cmd file. Page 13 of 55

14 6. Update language resources. Note If you run PDC Client in a language other than German or English, you must update the corresponding language resources. To update the language resources, complete the following substeps. 1. Go to the Perceptive Software web site at click Customer Portal, and then click Downloads. 2. Search for the required Perceptive Document Composition language pack installation package. 3. Save the file locally. 4. Complete the steps described in Install the language pack resources. 7. To enable the users to edit text blocks and document templates in the PDC Client, complete the following substeps. 1. Go to the PDC installation directory and open the clientprofile.xml file with an UTF-8 capable editor. 2. Add the line marked in bold italics. <SolutionProfile xmlns=" > <Modules> <ModuleInfo AssemblyFile="ModusSuite.Odin.OdinViews.dll" /> <ModuleInfo AssemblyFile="ModusSuite.Studio.ClientEditorModule.dll" /> </Modules> </SolutionProfile> 3. Save your changes. Update a PDC WebClient installation from Version to Version To update your PDC WebClient installation, complete the steps described in Update > Update from Version to Version in Perceptive Document Composition WebClient Installation and Setup Guide. Page 14 of 55

15 Install PDC Installation package The installation package contains the following files. PDC Setup for Windows (32bit).exe. This executable file installs PDC on Windows (32 bit) system. PDC Setup for Windows (64bit).exe. This executable file installs PDC on Windows (64 bit) system. Installation procedure To install Perceptive Document Composition on your system, complete the following steps. 1. For Windows XP and Windows 2003 Server systems, go to and download and install the Microsoft Visual Studio Tools for the Microsoft Office system (version 3.0 Runtime) (x86). 2. Complete one of the following steps. For Windows (32 bit) systems, double-click PDC Setup for Windows (32bit).exe file. For Windows (64 bit) systems, double-click PDC Setup for Windows (64bit).exe file. 3. Optional. In the dialog box, click Install if Microsoft Visual Studio Tools for Office Runtime (x64) tools is not installed on your system, 4. In the Welcome to the Perceptive Document Composition Setup Wizard page, click Next. 5. In the License Agreement page, review the terms in the License Agreement, scroll down to the end of the agreement, click I accept the terms in the license agreement, and click Next. 6. In the Destination Folder page, accept the default directory, and click Next or click Change to select an alternate directory. 7. In the Setup Type page, click Complete to install all PDC features or click Custom to choose which PDC features you want to install. If you want to choose which PDC features you want to install, complete the following step. In the Custom Setup page, you can select the following PDC features. You can select more than one feature. PDC Server. Installs the server component of Document Composition. PDC Studio. Installs the complete design environment of Document Composition. PDC Client. Installs the client component of Document Composition. Page 15 of 55

16 8. In the Ready to Install the Program page, click Install. 9. In the Perceptive Document Composition Installation Completed page, click Finish. 10. For Windows XP systems, restart your computer. 11. For Windows 2003 Server systems, complete the steps described in Add an environment variable for Windows Server Page 16 of 55

17 Execute an unattended install and uninstall of PDC setup You can perform silent installation of PDC setup, set the installation directory, and perform silent uninstallation of existing PDC setup. Perform silent installation of PDC setup and set the installation directory. To perform the silent installation of PDC setup and set the installation directory, complete the following steps. 1. Complete one of the following substeps. For Windows (32 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (32bit).exe directory, and type "PDC Setup for Windows (32bit).exe" /s /v"/qn INSTALLDIR=C:\Destination". For Windows (64 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (64bit).exe directory, and type "PDC Setup for Windows (64bit).exe" /s /v"/qn INSTALLDIR=C:\Destination". 2. Press ENTER. 3. For Windows XP systems, restart your computer. Perform silent uninstallation of PDC setup. To perform silent uninstallation of PDC setup, complete the following steps. 1. Complete one of the following substeps. For Windows (32 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (32bit).exe directory, and type "PDC Setup for Windows (32bit).exe" /x /s /v"/qn INSTALLDIR=C:\Destination". For Windows (64 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (64bit).exe directory, and type "PDC Setup for Windows (64bit).exe" /x /s /v"/qn INSTALLDIR=C:\Destination". 2. Press ENTER. 3. For Windows XP systems, restart your computer. Page 17 of 55

18 You can generate a log file for silent installation and silent uninstallation of PDC setup. Generate log file for silent installation of PDC setup. To generate log file for silent installation of PDC setup, complete the following steps. 1. Complete one of the following substeps. For Windows (32 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (32bit).exe directory and type "PDC Setup for Windows (32bit).exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qn". For Windows (64 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (64bit).exe directory and type "PDC Setup for Windows (64bit).exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qn". 2. Press ENTER. Generate log file for silent uninstallation of PDC setup. To generate log file for silent uninstallation of PDC setup, complete the following steps. 1. Complete one of the following substeps. For Windows (32 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (32bit).exe directory and type "PDC Setup for Windows (32bit).exe" /x /v"/l*v \"c:\pdc Log File.txt\" /qn". For Windows (64 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (64bit).exe directory and type "PDC Setup for Windows (64bit).exe" /x /v"/l*v \"c:\pdc Log File.txt\" /qn". 2. Press ENTER. Page 18 of 55

19 You can perform silent installation of PDC setup, set the installation directory, generate log file, and perform silent uninstallation of existing PDC setup and generate log file. Perform silent installation of PDC setup, set the installation directory, and generate log file. To perform silent installation of PDC setup, set the installation directory, and generate log file, complete the following steps. 1. Complete one of the following substeps. For Windows (32 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (32bit).exe directory and type "PDC Setup for Windows (32bit).exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qn INSTALLDIR=C:\Destination". For Windows (64 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (64bit).exe directory and type "PDC Setup for Windows (64bit).exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qn INSTALLDIR=C:\Destination". 2. Press ENTER. 3. For Windows XP systems, restart your computer. Perform silent uninstallation of PDC setup and generate log file. To perform silent installation of PDC setup, set the installation directory, and generate log file, complete the following steps. 1. Complete one of the following substeps. For Windows (32 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (32bit).exe directory and type "PDC Setup for Windows (32bit).exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qn INSTALLDIR=C:\Destination". For Windows (64 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (64bit).exe directory and type "PDC Setup for Windows (64bit).exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qn INSTALLDIR=C:\Destination". 2. Press ENTER. 3. For Windows XP systems, restart your computer. Page 19 of 55

20 You can show a progress bar for silent installation and silent uninstallation of PDC setup. Show a progress bar for silent installation of PDC setup. To show a progress bar for silent installation of PDC setup, complete the following steps. 1. Complete one of the following substeps. For Windows (32 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (32bit).exe directory and type "PDC Setup for Windows (32bit).exe" /s /v"/qb". For Windows (64 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (64bit).exe directory and type "PDC Setup for Windows (64bit).exe" /s /v"/qb". 2. Press ENTER. Show a progress bar for silent uninstallation of PDC setup. To show a progress bar for silent uninstallation for PDC setup, complete the following steps. 1. Complete one of the following substeps. For Windows (32 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (32bit).exe directory and type "PDC Setup for Windows (32bit).exe" /x /v"/qb". For Windows (64 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (64bit).exe directory and type "PDC Setup for Windows (64bit).exe" /x /v"/qb". 2. Press ENTER. Page 20 of 55

21 You can perform silent installation of PDC setup, set the installation directory, generate log file, show a progress bar, perform silent uninstallation of PDC setup, generate log file and show a progress bar. Perform silent installation of PDC setup, generate log file, and show a progress bar. To perform silent installation of PDC setup, generate log file, and show a progress bar, complete the following steps. 1. Complete one of the following substeps. For Windows (32 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (32bit).exe directory and type "PDC Setup for Windows (32bit).exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qb INSTALLDIR=C:\Destination". For Windows (64 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (64bit).exe directory and type "PDC Setup for Windows (64bit).exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qb INSTALLDIR=C:\Destination". 2. Press ENTER. 3. For Windows XP systems, restart your computer. Perform silent uninstallation of PDC setup, generate log file and show the progress bar. To perform silent uninstallation of PDC setup generate log file, and show a progress bar, complete the following steps. 1. Complete one of the following substeps. For Windows (32 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (32bit).exe directory and type "PDC Setup for Windows (32bit).exe" /x /v"/l*v \"c:\pdc Log File.txt\" /qb INSTALLDIR=C:\Destination". For Windows (64 bit) systems, in the command prompt, navigate to the [drive:]\pdc Setup for Windows (64bit).exe directory and type "PDC Setup for Windows (64bit).exe" /x /v"/l*v \"c:\pdc Log File.txt\" /qb INSTALLDIR=C:\Destination". 2. Press ENTER. 3. For Windows XP systems, restart your computer. Page 21 of 55

22 Parameter [drive:] Description Defines a user-defined drive. /x Uninstalls a product. /s Runs the installation in silent mode. /v Passes the Windows installer (MSI) parameters through setup.exe file to the Windows installer. You can pass the following parameters to MSI. /qn /l*v /qb Instructs the installer to perform a silent install. Example: setup.exe /s /v"/qn INSTALLDIR=C:\Destination". Displays the path and filename of install log file. Example: setup.exe /s /v"/l*v \"c:\my Log File.txt\" /qn". Shows a progress bar. Example: Setup.exe /x /v"/qb". Page 22 of 55

23 Permission configuration On the PDC server, ensure the following security settings for the program directory. The user group Users must be assigned Full control. Add an environment variable for Windows 2003 Server systems If Perceptive Document Composition runs on a Windows 2003 Server system, you must add the system environment variable APPDATA manually. Complete the following steps. 1. Log in to the server computer. 2. Click the Start button, point to Administrative Tools, and then click Computer Management. 3. In the Computer Management window, in the left pane, right-click Computer Management (Local), and then click Properties. 4. In the System Properties window, on the Advanced tab, under Environment Variables, click Settings. 5. In the Environment Variables window, under the System Variables pane, click New. 6. In the New System Variable dialog box, complete the following substeps. 1. In the Variable name box, type APPDATA. 2. In the Variable value box, type %USERPROFILE%\Application Data\Microsoft\Templates. Confirm PDC.WordAddIn installation PDC Setup delivers the PDC.WordAddIn. This Microsoft Word add-in provides the PDC tab that enables the users to insert text block variables directly into a Word document. Most combinations of Microsoft Windows and Microsoft Word installations require confirmation of the add-in installation. Complete the following steps. 1. Start Microsoft Word. 2. If the Microsoft Office Customization Installer dialog box appears, click Install. Page 23 of 55

24 Modify the registry for 64bit Windows 8 and 2012 Server systems To execute PDC processes that use print functionality in a Windows service, you must modify a registry setting if Perceptive Document Composition runs on one of the following systems. Windows 8.x (64bit) Windows 2012 Server Windows 2012 Server R2 Complete the following steps. 1. Open the Registry Editor as Administrator. 2. Navigate to the key HKEY_CLASSES_ROOT\AppID\{AA0B85DA-FDDF D1D- FF9B966D75B0}. 3. Right-click the key and click Permissions. 4. In the Permissions dialog box, click the Advanced button. 5. In the Advanced Security Settings dialog box, click the Change link. 6. In the Select User, Computer, Service Account or Group dialog box, in the Enter the object name to select box, type you local administrator group or your local administrator account and click Check Names. 7. Click OK until you return to the Registry Editor. 8. Right-click the RunAs key and click Rename. 9. Type a new name for the key. Page 24 of 55

25 Odin/MWS Database Setup Oracle Database user The Oracle user must have the following roles and permissions: Roles Connect System permissions Create table Resource Create view Create procedure Create sequence A corresponding Oracle user can be created by running the script Ora_Odin_CreateUser.sql. The script can generate error messages such as ORA Table or View does not exist ORA Sequence does not exist These messages can be ignored. They occur because the SQL scripts contain DROP instructions for objects that do not exist in the database. Database schema The directory \Admin\Oracle contains the files Ora_Odin5.sql and Ora_Mws.sql, which are used to create the Odin and MWS schemes. Page 25 of 55

26 MS SQL Server Database schema The directory \Admin\MS-SQL contains the files MSSql_Odin5.sql and MSSql_Mws.sql which are used to create the Odin and MWS schemas. Important Run both of the scripts from the SA administrator account or use an account, which is member of the SQL server role db_creator. You may have to create SQL Server databases to run the scripts. You can give the databases any name you want. Write down the name. You will need it later during the configuration. Database user A database user with the following rights must be created for each database used. This user enables subsequent access to the schemas mentioned above. Object Tables Views Stored Procedures Rights INSERT, SELECT, UPDATE, DELETE SELECT EXECUTE The directory \Admin\MS-SQL contains an SQL script template MSSql_CreateUser.sql. This script can be tailored to create a user and SQL Server login for a database on an SQL Server. For ease of use, simply run the script in SQL Server Management Studio (SSMS). All the information needed on how to perform this action is contained in the script header. The script must be used to create a login for every database catalog used. Only one login is required if both schemas are created in the same database catalog. Page 26 of 55

27 User Language Installation package for language pack resources Perceptive Document Composition offers the following installation packages to install different language packs on your system. PDC LanguagePack-NL.exe. Installs PDC Dutch language pack resources on your system. PDC LanguagePack-FR.exe. Installs PDC French language pack resources on your system. PDC LanguagePack-ES.exe. Installs PDC Spanish language pack resources on your system. PDC LanguagePack-PT-BR.exe. Installs PDC Portuguese (BR) language pack resources on your system. Install the language pack resources The user interface of the PDC Studio and Client is available in German and English (US) language by default. To access the user interface of PDC Studio and Client in the following languages, you must install the corresponding language pack on your system. Dutch French Portuguese (BR) Spanish Before installing PDC language pack resources, you must first install PDC on your system. Example To install Dutch language pack resources for Perceptive Document Composition on your system, complete the following steps. 1. Double-click PDC LanguagePack-NL.exe file. 2. In the Welcome to the PDC Dutch Language Pack Wizard page, click Next. 3. In the License Agreement page, review the terms in the License Agreement, scroll down to the end of the agreement, click Scroll to the end of this agreement and accept its terms to proceed. I accept the terms in the license agreement, and click Next. 4. In the Destination Folder page, click Next. 5. In the Ready to Install the Program page, click Install. 6. In the Perceptive Document Composition Installation Completed page, click Finish. Page 27 of 55

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29 Execute an unattended install and uninstall You can perform silent installation of PDC language pack setup, set the installation directory, and perform silent uninstallation of existing PDC language pack setup. Perform silent installation of PDC language pack setup and set the installation directory. To perform silent installation of PDC language pack setup and set the installation directory, complete the following steps. 1. In the command prompt, navigate to the [drive:]\pdc LanguagePack-[LanguageCode].exe directory, and type "PDC LanguagePack-[LanguageCode].exe" /s /v"/qn INSTALLDIR=C:\Destination". 2. Press ENTER. Perform silent uninstallation of PDC language pack setup. To perform silent uninstallation of PDC language pack setup, complete the following steps. 1. In the command prompt, navigate to the [drive]:/pdc LanguagePack-[LanguageCode].exe directory, and type "PDC LanguagePack-[LanguageCode].exe" /x /s /v"/qn INSTALLDIR=C:\Destination". 2. Press ENTER. You can generate a log file for silent installation and silent uninstallation of PDC language pack setup. Generate log file for silent installation of PDC language pack setup. To generate log file for silent installation of PDC language pack resources, complete the following steps. 1. In the command prompt, navigate to the [drive]:/pdc LanguagePack-[LanguageCode].exe directory and type "PDC LanguagePack-[LanguageCode].exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qn". 2. Press ENTER. Generate log file for silent uninstallation for PDC language pack setup. To generate log file for silent uninstallation of PDC language pack setup, complete the following steps. 1. In the command prompt, navigate to the [drive:]/pdc LanguagePack-[LanguageCode].exe directory and type "PDC LanguagePack-[LanguageCode].exe" /x /v"/l*v \"c:\pdc Log File.txt\" /qn". 2. Press ENTER. Page 29 of 55

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31 You can perform silent installation of PDC language pack setup, set the installation directory, generate log file, and perform silent uninstallation of existing PDC language pack setup and generate log file. Perform silent installation of PDC language pack setup, set the installation directory, and generate log file. To perform the silent installation of PDC language pack setup, set the installation directory, and generate log file, complete the following steps. 1. In the command prompt, navigate to the [drive:]\pdc LanguagePack-[LanguageCode].exe directory and type "PDC LanguagePack-[LanguageCode].exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qn INSTALLDIR=C:\Destination". 2. Press ENTER. Perform silent uninstallation of PDC language setup and generate log file. To generate log file for silent installation of PDC language pack resources, complete the following steps. 1. In the command prompt, navigate to the [drive]:/pdc LanguagePack-[LanguageCode].exe directory and type "PDC LanguagePack-[LanguageCode].exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qn". 2. Press ENTER. You can show a progress bar for silent installation and silent uninstallation of PDC language pack setup. Show a progress bar for silent installation of PDC language pack setup. To show a progress bar for silent installation of PDC language pack setup, complete the following steps. 1. In the command prompt, navigate to the [drive]:/pdc LanguagePack-[LanguageCode].exe directory and type "PDC LanguagePack-[LanguageCode].exe" /s /v"/qb". 2. Press ENTER. Show a progress bar for silent uninstallation of PDC language pack setup. To show a progress bar for silent installation of PDC language pack setup, complete the following steps. 1. In the command prompt, navigate to the [drive]:/pdc LanguagePack-[LanguageCode].exe directory and type "PDC LanguagePack-[LanguageCode].exe" /s /v"/qb". 2. Press ENTER. Page 31 of 55

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33 You can perform silent installation of PDC language pack setup, set the installation directory, generate log file, show a progress bar, perform silent uninstallation of PDC language pack setup, generate log file and show a progress bar. Perform silent installation of PDC language pack setup, set the installation directory. generate log file, and show a progress bar. To perform silent installation of PDC language pack setup, set the installation directory, generate log file, and show a progress bar, complete the following steps. 1. In the command prompt, navigate to the [drive:]\pdc LanguagePack-[LanguageCode].exe directory and type "PDC LanguagePack-[LanguageCode].exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qb INSTALLDIR=C:\Destination". 2. Press ENTER. Perform silent uninstallation of PDC language pack setup and show a progress bar. To perform the silent uninstallation of PDC language pack resources, generate log file, and show a progress bar, complete the following steps. 1. In the command prompt, navigate to the [drive:]\pdc LanguagePack-[LanguageCode].exe directory and type "PDC LanguagePack-[LanguageCode].exe" /x /v"/l*v \"c:\pdc Log File.txt\" /qb INSTALLDIR=C:\Destination". 2. Press ENTER. Parameter [drive:] [LanguageCode] Description Defines a user-defined drive. Defines the installation language. The following are the possible values. NL for Dutch FR for French ES for Spanish PT-BR for Portuguese (BR) /x Uninstalls a product. /s Runs the installation in silent mode. /v Passes the Windows installer (MSI) parameters through PDC LanguagePack-[LanguageCode].exe file to the Windows installer. You can pass the following parameters to MSI. /qn Instructs the installer to perform a silent install. For example: "PDC LanguagePack- Page 33 of 55

34 [LanguageCode].exe" /s /v"/qn INSTALLDIR=C:\Destination". /l*v /qb Displays the path and filename of install log file. For example: "PDC LanguagePack- [LanguageCode].exe" /s /v"/l*v \"c:\pdc Log File.txt\" /qn". Shows a progress bar. For example: "PDC LanguagePack-[LanguageCode].exe" /x /v"/qb". Page 34 of 55

35 Set the language for the Odin views To set the language for the Odin views, complete the following steps. 1. Open your database management system. 2. Open the ODIN_SETTING table. 3. Change the OD_ISO_LANG_CODE field to one of the following language codes. Note The language codes are case-sensitive. Language Code en-us fr nl es pt-br Language English (US) French Dutch Spanish Portuguese (BR) Page 35 of 55

36 Use PDC in a different language You can access PDC Studio or PDC Client in a language other than the one defined in the Windows system settings. English To use PDC Studio in English, complete the following step. In the installation directory, double-click the EN_PDC.Studio.cmd file. To use PDC Client in English, complete the following step. In the installation directory, double-click the EN_PDC.Client.cmd file. German To use PDC Studio in German, complete the following step. In the installation directory, double-click the DE_PDC.Studio.cmd file. To use PDC Client in German, complete the following step. In the installation directory, double-click the DE_PDC.Client.cmd file. Dutch, French, Spanish, or Portuguese (BR) Studio To use PDC Studio in Dutch, French, Spanish, or Portuguese (BR), complete the following steps. 1. In the installation directory, copy and paste the EN_PDC.Studio.cmd file. Rename the new file to one of the following names. File name NL_PDC.Studio.cmd FR_PDC.Studio.cmd ES_PDC.Studio.cmd PT-BR_PDC.Studio.cmd Language Dutch French Spanish Portuguese (BR) 2. Open the new file. 3. In the second line, change the lang: parameter to your preferred language code. Note The language codes are case-sensitive. Example start PDC.Studio.exe /lang:nl-nl start PDC.Studio.exe /lang:fr-fr Language Dutch French Page 36 of 55

37 start PDC.Studio.exe /lang:es-es start PDC.Studio.exe /lang:pt-br Spanish Portuguese (BR) 4. Save your changes. 5. In the installation directory, double-click the newly created file. Page 37 of 55

38 Client To use PDC Client in Dutch, French, Spanish, or Portuguese (BR), complete the following steps. 1. In the installation directory, copy and paste the EN_PDC.Client.cmd file. Rename the new file to one of the following names. File name NL_PDC.Client.cmd FR_PDC.Client.cmd ES_PDC.Client.cmd PT-BR_PDC.Client.cmd Language Dutch French Spanish Portuguese (BR) 2. Open the new file. 3. In the second line, change the lang: parameter to your preferred language code. Note The language codes are case-sensitive. Example start PDC.Client.exe /lang:nl-nl start PDC.Client.exe /lang:fr-fr start PDC.Client.exe /lang:es-es start PDC.Client.exe /lang:pt-br Language Dutch French Spanish Portuguese (BR) 4. Save your changes. 5. In the installation directory, double-click the newly created file. Page 38 of 55

39 Help files The documentation is available in the following languages. German English (US) French Dutch To download the documentation, complete the following steps. 1. Go to the Perceptive Software web site at click Customer Portal, and then click Downloads. 2. Search for the required Perceptive Document Composition documentation. 3. Download the preferred files. Page 39 of 55

40 Repository Setup About Repository Setup The repository setup installs a first Document Composition system on a database. Oracle and MS SQL Server are currently supported. Notes This application must be run on the computer on which the Document Composition server services will be run. Run the repository setup from a user account that has write permission for the Document Composition installation directory. Before running the repository setup, the following must be in place: License If you do not have a valid license, send an to support: support@perceptivesoftware.com and ask for the license file for your environment. Copy the license file to the Document Composition installation directory and make sure the file name is PDC.lic. MS SQL Server An empty database for the repository DB schema. The SQL Servers authentication mode must be active. To run the setup, the password of the used account (SA administrator or an account, which is member of the SQL server role db_creator) is required. Oracle Run the Ora_Rep_CreateUser.sql script to create an Oracle user for the database in which the Document Composition DB schema is to be installed. The script is in the Admin\Oracle\ directory. You must have SYSDBA permissions to run the script. Page 40 of 55

41 Install the repository To install the PDC repository, complete the following steps. 1. In the Document Composition installation directory, start the RepositorySetup.exe. 2. In the Repository Setup dialog box, select one of the following database products. MS SQL Server In the SQL Server Connection dialog, complete the following substeps. 1. In the Server box, type the name of the SQL Server instance. 2. In the Database box, type the name of the SQL Server database in which you want to install the repository database schema. 3. Complete one of the following substeps. Complete the following substeps. 1. In the User box, type the database user you want to use to create the database schema. 2. In the Password box, type the password of the database user. Select the Use Windows authentication check box. 4. Click Test Database Connection button. 5. Click the Next button. Oracle In the Oracle Connection dialog, complete the following substeps. 1. In the Server box, type the name of the Oracle server instance. 2. In the User box, type the database user you want to use to create the database schema. Note Use a user that was created by the script Ora_Rep_CreateUser.sql because the user must have specific permissions. 3. In the Password box, type the password of the database user. 4. In the SqlPlus Path box, check the path to the Oracle program SqlPlus.exe. Note SqlPlus.exe is needed to execute the Oracle SQL scripts. 5. Click Test Database Connection button. 6. Click Next. 3. In the Creating the system dialog box, complete the following substeps. 1. In the System Name box, type the name of the Document Composition system you want to create. Page 41 of 55

42 2. In the SystemObjectID box, type the ID of the Document Composition system you want to create. Note Enter a unique ID for the new system and write it down. You will need it later during the configuration. 4. In the Installation dialog box, click the Start installation button. Page 42 of 55

43 5. Optional. If you are running the installation on an Oracle database, check the SqlPlus output in the following files in the Document Composition installation directory for errors. Ora_Rep_Create_Schema.log Ora_Rep_CreatePackage.log Ora_Rep_lookup.log Ora_Check_FTSComponents.log Page 43 of 55

44 Modify the Configuration About modifying the configuration After the repository setup has successfully completed, the System Object ID that was entered during the repository setup has to be entered in a number of configuration files. Special Settings for Windows Server 2008/2012 and Windows 7/8 Note The program PDC.ConfigurationEditor must be run with administrator permissions in order to be able to save any changes made. To do this, perform the following steps: 1. Open the Explorer and change to the Document Composition installation folder. 2. Select the file PDC.ConfigurationEditor.exe and then select the context menu item Run as administrator. The application now has explicit administrator permissions and therefore is able to execute write access on the installation folder. User Account Control in Windows 7 / Windows 8 If User Account Control, UAC is activated under Windows 7 respectively Windows 8, programs are always run using the permissions of a standard user, even if the user is an administrator. This is why a user does not have the rights assigned to the Administrator role when Studio is started. To grant the user the rights of the Administrator role, Studio must be started with 'Run as Administrator' or UAC must be deactivated. Modify UserRepository.config 1. Start PDC.ConfigurationEditor from the installation directory. 2. Select the menu item File - Open configuration to open the UserRepository.config file. 3. In the upper table, choose System Object ID and enter the system object ID you entered during setup. 4. Select the menu item File - Save configuration to save your changes. Page 44 of 55

45 Modify Modus_MWS.exe.config 1. Start PDC.ConfigurationEditor from the installation directory. 2. Select the menu item File - Open configuration to open the modus_mws.exe.config file. 3. In the upper table, choose System Object ID and enter the system object ID you entered during setup. 4. Select the menu item File - Save configuration to save your changes. Specify Normal.dotm Copy Normal.dotm to the installation directory that you specified in the Destination Folder page during the Installation procedure. Modify PDC.Client.exe.config 1. Start PDC.ConfigurationEditor from the installation directory. 2. Select the menu item File - Open configuration to open the PDC.Client.exe.config file. 3. In the upper table, choose Odin View System Object ID and enter the system object ID you entered during setup. 4. The corresponding URL will have to be changed based on whether a service is running on a different computer. Choose the desired service and enter the changed URL. The change usually consists of replacing the local IP address (or localhost) with the IP address (or name) of the server on which the service is run. Specifically, the URLs localhost entry needs to be changed on the specific server host name/ip address for the following entries. Data Provider Service License Service Login Service Modus User Service Modus Web Service Modus Web Service Repository Odin Web Service Security Token Service Page 45 of 55

46 Example If the Document Composition Server service is on the PDCServer host, the Security Token Services URL has to be changed from to 5. Select the menu item File - Save configuration to save your changes. Page 46 of 55

47 Modify PDC.Studio.exe.config 1. Start PDC.ConfigurationEditor from the installation directory. 2. Select the menu item File - Open configuration to open the PDC.Studio.exe.config file. 3. The corresponding URL will have to be changed based on whether a service is running on a different computer. Choose the desired service and enter the changed URL. The change usually consists of replacing the local IP address (or localhost) with the IP address (or name) of the server on which the service is run. Specifically, the URLs localhost entry needs to be changed on the specific server host name/ip address for the following entries: Data Provider Service License Service Login Service Modus Web Service Repository Odin Web Service Repository Service Security Token Service Example: If the Document Composition Server service is on the PDCServer host, the Security Token Services URL has to be changed from to 4. Select the menu item File - Save configuration to save your changes. Start the Core Service The configuration has been changed such that the Core service can start. Open Windows Services and start the Modus_Core service. Page 47 of 55