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2 DOCUMENT HISTORY DOCU-PROOF ENTERPRISE INSTALLATION GUIDE REV. NO. CHANGES DATE 000 New Document 30 Mar Document Revision: 23 Jun Added database support for MS SQL Server and ORACLE. 002 Document Revision: 10 Jan Updated hardware and software requirements. Removed Appendix (database support resides in a new document). Added detail information re: LDAP. Added steps for installation of optional spelling functionality. 003 Document Revision: Removed support for Windows Vista. Added Pre-requisite steps for Installing on Windows 7 platform. Added XML/HTML Settings for Internet Explorer. Added section on Uninstall procedure. 29 Jul Document Revision: New cover page Font size changed to Arial 10; screen shots reduced in size. LDAP Port ID in Synergy Server Network settings section updated. Irrelevant screen shot removed from Synergy Server Installation: Synergy Server Setup Choose Start Menu Folder. 06 Mar PROPRIETARY INFORMATION The information contained in this document is the property of Global Vision, Inc. Information contained in this document is intended for the internal usage of clients of Global Vision, Inc. systems only. The screen shots do not necessarily depict the current software version. Re-production or reprints complete or partial for other purpose is illegal. 2012, Global Vision Inc., All Rights Reserved. Page 2 of 49 Published 06 Mar. 2012

3 TABLE OF CONTENTS DOCU-PROOF ENTERPRISE INSTALLATION GUIDE 1.0 INTRODUCTION HARDWARE AND SOFTWARE MINIMUM REQUIREMENTS SYSTEM ARCHITECTURE SCHEMA AUTHENTICATION DATABASES APPLICATION COMPONENTS PREREQUISITES WINDOWS XP WINDOWS MICROSOFT OFFICE XML/HTML SETTINGS FOR INTERNET EXPLORER NETWORK CONNECTIONS INSTALLATION PROCEDURES COMPLETE INSTALLATION SYNERGY SERVER INSTALLATION DEFAULT ADMINISTRATOR SETUP MySQL INSTALLATION SYNERGY CLIENT INSTALLATION DOCU-PROOF ENTERPRISE INSTALLATION ACTIVATING DOCU-PROOF ENTERPRISE UNINSTALL PROCEDURE DOCU-PROOF ENTERPRISE UNINSTALL SYNERGY CLIENT UNINSTALL SYNERGY SERVER UNINSTALL EASY PDF UNINSTALL Page 3 of 49 Published 06 Mar. 2012

4 1.0 INTRODUCTION DOCU-PROOF ENTERPRISE is a full-featured text comparison application that allows for comparison of different file types (PDF, Microsoft Word, Microsoft Excel, XML, HTML, RTF, and TXT formats). It highlights all missing, added, modified, or moved text between the Original and Revision documents, and also checks for font differences in both documents. SYNERGY allows for centralized user management as well as domain authentication. It enables users to use their domain login information to access the Docu-Proof Enterprise software from any Docu-Proof Enterprise client installed at the customer site. Synergy Server runs as a service in the backend and the Synergy Client is the GUI interface to access the Synergy Server. This document will cover the installation procedures require to install and configure the Global Vision Unified Installer, which includes Docu-Proof Enterprise, Synergy Client and Synergy Server. The following topics will be covered in this document: Hardware and Software Minimum Requirements System Architecture Prerequisites Installation and Uninstall Procedures Activating the Docu-Proof Enterprise Application Page 4 of 49 Published 06 Mar. 2012

5 2.0 HARDWARE AND SOFTWARE MINIMUM REQUIREMENTS DOCU-PROOF ENTERPRISE INSTALLATION GUIDE Please ensure that all computers meet the MINIMUM REQUIREMENTS. For additional information contact the Global Vision Support team at or HARDWARE MINIMUM REQUIREMENTS SOFTWARE PROCESSOR MEMORY HARD DISK SPACE DATABASE SPACE SYNERGY SERVER 32 bit or 64 bit 2.0 GHZ DUAL CORE 4.0 GB RAM 200 MB 20 GB SYNERGY CLIENT 32 bit or 64 bit 2.0 GHZ DUAL CORE 2.0 GB RAM 200 MB N/A DOCU-PROOF ENTERPRISE 32 bit or 64 bit 2.0 GHZ DUAL CORE 4.0 GB RAM 20.0 GB N/A SOFTWARE MINIMUM REQUIREMENTS SOFTWARE OPERATING SYSTEMS DATABASE OTHER SOFTWARE SYNERGY WINDOWS XP / WINDOWS 7/ WINDOWS SERVER 2003 / 2008 / WINDOWS SERVER 2008 R2 MYSQL V.5 MSSQL 2008 ORACLE 9i/ORACLE 11g N/A DOCU-PROOF ENTERPRISE WINDOWS XP / WINDOWS 7/ WINDOWS SERVER 2003 / 2008 / WINDOWS SERVER 2008 R2 N/A MS-WORD 2003 / 2007/2010 ADOBE READER CLIENT APPLICATION Page 5 of 49 Published 06 Mar. 2012

6 3.0 SYSTEM ARCHITECTURE Docu-Proof Enterprise employs a client-server architecture that consists of a remote server (Synergy Server) to which a combination of multiple clients can connect. The Synergy Server (Global Vision Synergy Server Service) is installed as a Windows Service on a Windows platform. The server will start automatically when Windows is booted. 3.1 SCHEMA The system supports two schemas: 1. Domain: The Synergy Server is installed on a central location (server). The Docu-Proof Enterprise application and the Synergy Client are installed on different workstations and access the server. 2. Local (Standalone): The Synergy Server, Synergy Client and Docu-Proof Enterprise are installed on the same system. LOCAL (STANDALONE) DOMAIN (CLIENT/SERVER) Synergy Server, Synergy Client and Docu-Proof Enterprise All installed on the same computer - Synergy Server installed on a central location. - Synergy Client installed on the central location or any client computer. - Docu-Proof Enterprise installed on client computers. Page 6 of 49 Published 06 Mar. 2012

7 3.2 AUTHENTICATION There are two methods of authentication: i. LDAP: The username, password, and password settings are maintained by Windows 2003 and later windows server operating systems (Active directory). ii. Local: The username, password, and password settings are maintained by Synergy Server. Authentication is performed by the Synergy Server using only the users stored in its local database. 3.3 DATABASES The Synergy Server supports the followings three databases: i. MySQL: The installer can install this automatically (if required). ii. iii. MSSQL: Must be installed manually (if required). Oracle: Must be installed manually (if required). 3.4 APPLICATION COMPONENTS The system requires the following three components to be installed: i. Synergy Server: The Synergy Server component is required to manage the synchronization of the client application. ii. Synergy Client: The Synergy Client component is required to install the client application allowing for user maintenance, global settings maintenance, audit trail maintenance and license management. iii. Docu-Proof Enterprise: The Docu-Proof Enterprise component is required to install the Docu-Proof Enterprise application allowing for the inspection. Page 7 of 49 Published 06 Mar. 2012

8 4.0 PREREQUISITES This section describes specific settings and requirements for the installation. 4.1 WINDOWS XP The following is required to view Asian Characters in the Difference List: 1. Access Control Panel. 2. Double click on Regional and Language Options. 3. On the Languages tab, check Install files for complex script and right-to-left languages (including Thai) and Install files for East Asian languages options. 4. A prompt message appears that the Asian language file installation require 230 MB or more of available disk space. Click OK. 5. On the Advanced tab, ensure all code page conversion tables are checked. 6. Reboot the machine (as prompted). Page 8 of 49 Published 06 Mar. 2012

9 4.2 WINDOWS 7 Select <Never notify> option in User Account Control Settings window before running the installation and click OK. The installer must always be executed by an Admin User. Right-Click on the Installer and choose <Run as administrator> to start the Installation. Page 9 of 49 Published 06 Mar. 2012

10 4.3 MICROSOFT OFFICE 2007 If the Get started with Office Live add-in window appears when Word 2007 is started, Office Live Update 1.4 must be downloaded and installed. This update can be found in the following link: XML/HTML SETTINGS FOR INTERNET EXPLORER This option needs to be set in Internet Explorer for XML/HTML files to display properly off a network drive. In the Internet Explorer, enable the settings as follows: Tools Internet options Security Local intranet Custom level Miscellaneous Access data sources across domains Enable And Click OK. Page 10 of 49 Published 06 Mar. 2012

11 4.5 NETWORK CONNECTIONS The following information is required to be entered during the installation to connect to different networks: Synergy Server: a) Domain Name: The identification that defines a realm of administrative control on the Network. b) Machine Name: The technical name of the system c) User Port ID: Communication port used for the client application (i.e. Docu-Proof Enterprise). d) Admin Port ID: Communication port for the Synergy Server. LDAP: a) Domain Name: The identification that defines a realm of administrative control on the Network. b) Machine Name: The technical name of the system, where the LDAP Server is installed. c) User List Location: Directory path of the location where the network users are stored. d) LDAP Port ID: Communication port for the LDAP server. Additional details are provided in the Synergy Network Settings Section. ****NOTE: All ports must be available and not blocked by the firewall ****. Page 11 of 49 Published 06 Mar. 2012

12 5.0 INSTALLATION PROCEDURES 5.1 COMPLETE INSTALLATION The following section outlines the steps required to perform a complete installation (i.e. installing the three components Synergy Server, Synergy Client and Docu-Proof Enterprise at the same time). ****NOTE: Each component may be installed separately and the procedures are described as well in subsequent sections****. Double click on the Global Vision Unified Installer icon. The Global Vision Unified Installer Setup Wizard launches. Welcome to the Global Vision Unified Installer Setup Wizard screen appears. Click Next >. Choose Components screen appears. Ensure all three components for a complete installation are selected and click Install. If installing Synergy Server only, refer to Section Synergy Server Installation. Page 12 of 49 Published 06 Mar. 2012

13 If installing Synergy Client only, refer to Section Synergy Client Installation. If installing Docu-Proof Enterprise only, refer to Section Docu-Proof Enterprise Installation. The Installation of the Synergy Server begins. 5.2 SYNERGY SERVER INSTALLATION Welcome to the Synergy Server Setup Wizard screen appears. Page 13 of 49 Published 06 Mar. 2012

14 Click Next >. License Agreement screen appears. Review the license terms. - If you accept the license agreement, click I Agree. - If you do not accept, cancel the installation and contact Global Vision. Page 14 of 49 Published 06 Mar. 2012

15 Synergy Server Settings screen appears. Select the required database. Click Next. Choose Components screen appears. Ensure Complete option is selected for all three components to be installed or select appropriate components. Click Next >. ****NOTE: If Microsoft SQL Server is selected, all other components will be disabled, only Synergy Server component will be checked****. Page 15 of 49 Published 06 Mar. 2012

16 Synergy Server Network Settings screen appears. DOCU-PROOF ENTERPRISE INSTALLATION GUIDE This form refers to the LDAP (Lightweight Directory Access Protocol) authentication settings (i.e. connecting to a network for domain authentication or using local authentication) and the Synergy Network settings required. Click Next to continue. ****NOTE: If local authentication is required, check the Do not use LDAP option. Click <Next> to continue. User Authentication Settings (LDAP Server): Domain Name: The identifier that defines a realm of administrative control on the Network. Machine Name: The network name of the system, where the LDAP Server is installed. User List Location: Directory path of the location where network users are stored in the directory. To determine this location, the Administrator is advised to use a directory browser such as Softerra LDAP Browser ( The User List Location must be entered in the following format: XX.YY. ZZ. The above can be derived by finding the path where the users are stored. i.e. XX= Top Level OU; YY= Next Level OU. ZZ = last level OU. Detailed below is an example of how to determine the path using Global Vision s directory structure using Softerra LDAP Browser. Page 16 of 49 Published 06 Mar. 2012

17 o o o o o From the Root which is highlighted in blue (for our company the root is GlobalVision and is an alias name of the DC where the Directory service is installed). Determine the last significant OU by examining the tree structure of the Active Directory This OU has all the users (CN) displayed under it. Extract the path, using the OU names in descending order up to the last OU under which the users (CN) are specified. For example OU = MyBusiness OU = Users OU = SBSUsers Enter this path in the User List Location Field using the appropriate syntax i.e. MyBusiness.Users.SBSUsers NOTE: The general rule for specifying the location is: OU1<dot>OU2<dot> OUn. In the above example, there are 3 OU s, in descending order. LDAP Port ID: Communication port for the LDAP server (default = 389). Synergy Network Settings: User Port ID: Communication port used for the client application (i.e. Docu-Proof Enterprise). Admin Port ID: Communication port used for the Synergy Client. Choose Install Location screen appears. Choose the folder in which to install Synergy Server. Click Next >. Page 17 of 49 Published 06 Mar. 2012

18 The Synergy Server DB Credentials screen appears. For Microsoft SQL Server 2008: It is required that the Microsoft SQL Server is installed. Specify a Data Source Name (DSN), user name and password: - DSN: Same name as the used Database (e.g. docuproof2). - If using SQL Server authentication, enter credentials of a user that already exists in the database. (e.g.user name = root, password = abc123). - If using Windows authentication, enter credentials of a user currently logged in to the Windows. (e.g. user name = j_smith, password = xxx) - Click Next to proceed to Installation Complete screen and continue. NOTE: After completing the installation refer to Database Administration Guide to continue with Microsoft SQL Server 2008 configuration. Page 18 of 49 Published 06 Mar. 2012

19 For Oracle: It is required that an Oracle database Instance is already installed, a tablespace, which will contain all the schemas, and a tablespace user, which allows the access to the tablespace, is already created. NOTE: Refer to your Database Administrator for the above required information. Specify a Data Source Name (DSN), user name and password: - DSN: Same name as the used tablespace name (e.g. DCP2). - For using ORACLE authentication, enter credentials of a valid tablespace user (e.g. user name = DCP2, password = XXXXX). - Click Next to proceed to Installation Complete screen and continue. NOTE: After completing the installation refer to Database Administration Guide to continue with Oracle configuration. For MySQL: specify a user name and password. For example, DSN = docuproof2, user name = root, password = abc123. Refer to Section MySQL Installation. Skip the steps below. - If MySQL database already exists on the system, specify the existing user name and password, machine name and port number. Click Next. - A prompt message appears that MySQL RDBMS is already installed on your system. Click OK. - If a Docu-Proof Enterprise database exists in your system, a warning message appears. Warning! The installer will clear your existing database. All the data in your database will be deleted. Click Yes to clear the data. Click No to retain the data. Page 19 of 49 Published 06 Mar. 2012

20 Installation Complete screen appears. Click Next >. Page 20 of 49 Published 06 Mar. 2012

21 5.2.1 DEFAULT ADMINISTRATOR SETUP The following section details the steps required to create the default administrator (i.e. to setup the default administrator user name, password and required to initially login to the system). Synergy Server Default Administrator Credentials screen appears. Enter the User Name, password and address to create a default administrator. Click Next. ****NOTE: The user name is limited to 5-20 characters and the password is limited to 8-20 characters. A valid address should be entered****. A prompt message appears that the Default Administrator created successfully. Click OK. Completing the Synergy Server Setup Wizard screen appears. Click Finish. Page 21 of 49 Published 06 Mar. 2012

22 Global Vision Unified Installer Setup Wizard continues to install and automatically launches the Synergy Client Setup Wizard. ****NOTE: CONTINUE with the Synergy Client Installation. Refer to Section 5.3 SYNERGY CLIENT INSTALLATION****. Page 22 of 49 Published 06 Mar. 2012

23 5.2.2 MySQL INSTALLATION A prompt message appears that MySQL RDBMS will be installed on your system. Click OK. The installation continues with the configuration of MySQL Server 5.0. Page 23 of 49 Published 06 Mar. 2012

24 MySQL Enterprise wizard appears. Click Next >. Click Next >. Page 24 of 49 Published 06 Mar. 2012

25 Welcome to the MySQL Server Instance Configuration Wizard screen appears. Click Next >. MySQL Server Instance Configuration screen appears. Select Standard Configuration and click Next >. Page 25 of 49 Published 06 Mar. 2012

26 MySQL Server Instance Configuration screen appears. DOCU-PROOF ENTERPRISE INSTALLATION GUIDE Ensure Install As Windows Service and Include Bin Directory in windows PATH are both checked. Click Next >. ********NOTE: BOTH OPTIONS MUST BE CHECKED****************** MySQL Server Instance Configuration screen appears. Ensure Modify Security Settings is checked. Enter root password as entered in the previous step. Click Next >. ****NOTE: ENSURE ROOT PASSWORD IS SAME AS ROOT PASSWORD ENTERED PREVIOUSLY****. Page 26 of 49 Published 06 Mar. 2012

27 MySQL Server Instance Configuration screen appears. Click Execute. DOCU-PROOF ENTERPRISE INSTALLATION GUIDE Click Finish. CONTINUE with Section DEFAULT ADMINISTRATOR SETUP to create the default Administrator before continuing with the Synergy Client Installation. Page 27 of 49 Published 06 Mar. 2012

28 5.3 SYNERGY CLIENT INSTALLATION Welcome to the Synergy Client Setup Wizard screen appears. Click Next >. License Agreement screen appears. Review the license terms. - If you accept the license agreement, click I Agree. - If you do not accept, cancel the installation and contact Global Vision. Page 28 of 49 Published 06 Mar. 2012

29 Synergy Server Identification screen appears. This form refers to the authentication settings required. Ensure the values of Domain Name, Machine Name and Admin Port are the same as described in the Section Synergy Server Network Settings of the Synergy Server installation. Click Next. Choose Install Location screen appears. Choose the folder in which to install Synergy Client. Click Next >. Choose Users screen appears. Choose the users for Synergy Client. Click Next >. Page 29 of 49 Published 06 Mar. 2012

30 Choose Start Menu Folder screen appears. Choose a start menu folder for the Synergy Client shortcuts. Click Install. Installing screen appears. Page 30 of 49 Published 06 Mar. 2012

31 Installation Complete screen appears. Click Next >. Completing the Synergy Client Setup Wizard screen appears. Click Finish. Page 31 of 49 Published 06 Mar. 2012

32 Installation continues and automatically launches the Docu-Proof Enterprise Setup. Page 32 of 49 Published 06 Mar. 2012

33 5.4 DOCU-PROOF ENTERPRISE INSTALLATION DOCU-PROOF ENTERPRISE INSTALLATION GUIDE Welcome to the Docu-Proof Enterprise Setup Wizard screen appears. Click Next >. License Agreement screen appears. Review the license terms. - If you accept the license agreement, click I Agree. - If you do not accept, cancel the installation and contact Global Vision. Synergy Server Identification screen appears. This form refers to the Synergy Server identification parameters required by the Docu-Proof application to be able to connect to the Synergy Server. Ensure the values of Domain Name and User Port ID are the same as described in the Section Synergy Server Network Settings of the Synergy Server installation. Page 33 of 49 Published 06 Mar. 2012

34 Click Next. Machine Name: The computer name where the Synergy Server is installed. Use Localhost: If checked, the Docu-Proof Enterprise client application will be installed on the same computer as the Synergy Server. Typically used when a single computer hosts both the server and the client Choose Install Location screen appears. Choose the folder in which to install Docu-Proof Enterprise. Click Next >. Choose Users screen appears. Choose the users for Docu-Proof Enterprise. Page 34 of 49 Published 06 Mar. 2012

35 Click Next >. Choose Start Menu Folder screen appears. Choose a start menu folder for the Docu-Proof Enterprise shortcuts. Click Next>. Docu-Proof Enterprise Spelling-Optional screen appears. This form allows for the specification of the location of the User Dictionary used by the optional Spelling module. Click Next. Page 35 of 49 Published 06 Mar. 2012

36 Not Applicable: If checked, the Spelling functionality is not enabled. All the other fields are disabled. Click Next. Spelling User Dictionary Location: The User Dictionary may be placed on the local computer or on a shared network. Network Location: Path for the User Dictionary. If entered, The Use local User Dictionary option is disabled. NOTE: The complete path must be specified. For example: <machine-name>\sharedfolder1\sharedfolder2\...\sharedfolder n. Logical drives are supported. Use Local User Dictionary: If checked, the Network Location field is disabled. Installing screen appears Installation Complete screen appears. Click Next >. Page 36 of 49 Published 06 Mar. 2012

37 Completing the Docu-Proof Enterprise Setup Wizard screen appears. Click Finish. Page 37 of 49 Published 06 Mar. 2012

38 Installation Complete screen appears. Click Next >. Completing the Global Vision Unified Installer Setup Wizard screen appears. Reboot now option is checked. Click Finish. ****NOTE: REBOOT REQUIRED prior to activating Docu-Proof Enterprise**** Page 38 of 49 Published 06 Mar. 2012

39 6.0 ACTIVATING DOCU-PROOF ENTERPRISE DOCU-PROOF ENTERPRISE INSTALLATION GUIDE To activate the Docu-Proof Enterprise application, Global Vision must provide the serial number in a license file format. The serial number must be updated in the Synergy Client. The hardware ID is required to obtain the license file. 1. Launch Synergy Client application from the Programs Global Vision Synergy Client Synergy Client or double click on the Synergy Client icon on the desktop. 2. In the Synergy Client Login Screen: Enter Username and password specified in the installation. Click Login. 3. To obtain the Hardware ID for the license file, go to Help About. Hardware ID About window 4. Send the Hardware ID to Global Vision by to activation@globalvisioninc.com. Please provide the hardware id (and the Serial no. if available) in the subject line. 5. Global Vision will supply the license file required to activate the Docu-Proof Enterprise application. Place the license file in a desired location. Page 39 of 49 Published 06 Mar. 2012

40 6. Select Tools Update Serial Number. 7. In the License file dialog: a. Select Serial Number (.lic) file supplied by Global Vision. b. Click Open. The Serial number, License Type, Count, Mode and Spell Checking option is displayed in the Global Settings and Information panel. 8. Create a new Regular user or set the default Administrator as a Regular User also. 9. Launch Docu-Proof Enterprise application from the Programs Global Vision Docu-Proof Enterprise Docu-Proof Enterprise or double click the Docu-Proof Enterprise icon on the Desktop. 10. In the Docu-Proof Enterprise Login Screen: a. Enter Username and password (created above in step 8). b. Click Login. c. Change new password (if prompted). 11. Click OK. The main Docu-Proof Enterprise form appears. Page 40 of 49 Published 06 Mar. 2012

41 7.0 UNINSTALL PROCEDURE The following section outlines the steps required to perform a complete uninstall of: Synergy Server Synergy Client Docu-Proof Enterprise Easy PDF NOTE : ADMIN rights are required to perform the uninstall procedure. All applications should be closed before starting to uninstall. For Docu-Proof Enterprise Uninstall, refer to Section 7.1 For Synergy Server Uninstall, refer to Section 7.2 For Synergy Client Uninstall, refer to Section 7.3 For Easy Pdf Uninstall, refer to Section DOCU-PROOF ENTERPRISE UNINSTALL Launch Control Panel and click on Uninstall a Program. Click on Docu-Proof Enterprise and click on Uninstall. Page 41 of 49 Published 06 Mar. 2012

42 Click on Uninstall to start Uninstall of Docu-Proof Enterprise. Once the uninstall is complete, click on Close. The Docu-Proof Enterprise has now been uninstalled from the system. Page 42 of 49 Published 06 Mar. 2012

43 7.2 SYNERGY CLIENT UNINSTALL Launch Control Panel and click on Uninstall a Program. Click on Synergy Client and click on Uninstall. Page 43 of 49 Published 06 Mar. 2012

44 Click on Uninstall to start the Uninstall of Synergy Client. Once the uninstall is complete, click on Close. The Synergy Client has now been uninstalled from the system. Page 44 of 49 Published 06 Mar. 2012

45 7.3 SYNERGY SERVER UNINSTALL Launch Control Panel and click on Uninstall a program. Click on Synergy Server and click Uninstall. Page 45 of 49 Published 06 Mar. 2012

46 Click on Uninstall to start the Uninstall of Synergy Server. Once the uninstall is complete, click on Close. The Synergy Server has now been uninstalled from the system. Page 46 of 49 Published 06 Mar. 2012

47 7.4 EASY PDF UNINSTALL Launch Control Panel and click on Uninstall a program. Click on Easy PDF and click Uninstall. Page 47 of 49 Published 06 Mar. 2012

48 Click on Yes to start the uninstall of EasyPDF. The EasyPDF will now be removed from the System. Page 48 of 49 Published 06 Mar. 2012

49 . Page 49 of 49 Published 06 Mar. 2012

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