LexisNexis Citation Tools Installation Instructions Table of Contents Read This First....................................... 2 Minimum Requirements................................ 2 Installation Scenarios.................................. 3 Single-User Installation (Typical).......................... 4 Single-User Installation (Advanced)........................ 5 Multiple-User Installation............................... 7 Workstation Setup.................................... 9 Reinstalling the Software................................ 9 Reconfiguring the Software.............................. 9 Uninstalling the Software.............................. 10 Single User...................................... 10 Multiple-User.................................... 10 Communications.................................... 11 Troubleshooting.................................. 11 Communications Tester (commtest.exe)................. 12 Macros............................................ 13 LEXLink Sign-on Options............................. 13 Merging Dictionaries................................. 13 Directory Privileges for Multiple-User Installations............ 14 Global Preferences................................... 14 Glossary........................................... 16 1
Read This First Important note for Windows 95/98 workstations: The option to append the user s network logon ID to the specified personal directory is currently not working on workstations with these operating systems. Note for Windows 2000/NT workstations: If system files must be updated, administrator privileges are required to run the workstation setup program. It is recommended that you update these system files prior to running the workstation setup program. A list of system files is provided in the section on Using Third-Party Push Products. More flexibility has been built into the setup program. Please read the section on Installation Scenarios if you want to distribute the software to workstations on a network. If you are installing a multi-user version of the software, please read the section on Directory Privileges. Client Validation is currently not working in this release. When this problem is resolved, an update will be made available for download. To check for new updates, choose Downloads & Patches from the Help menu. The option for the CheckCite program to open automatically upon completion of the workstation setup program will not work for Windows 98 machines. Minimum Requirements DCOM 95: Windows Installer 2.0: Single user: Multi-user: 4.1 megabytes (new installation) 2 megabytes of disk space on the workstation. 50 megabytes of disk space on the workstation. 70 megabytes of disk space on the server. 20 megabytes of disk space on the workstation. Note: The disk space on the workstation includes free space required to run the program after it is installed. The minimum requirement does not include disk space required if DCOM or Windows Installer must be installed. Processor: RAM: Pentium 100 or above (Pentium 166 recommended) 16 megabytes (32 megabytes recommended) 2
Installation Scenarios The Citation Tools 2003 Setup program provides additional flexibility in distributing the software on a network. The Setup program supports the following installation scenarios: 1. Single-user installation to a local machine. This is the standard single-user installation provided by previous versions. 2. Single-user distribution to local machines across a network. Under this scenario, you designate a location on a network server that will serve as the source, as well as a location on the local drive from which you want a user to eventually run the program. The Setup program will install the program files to the network location. When a user runs the workstation setup program for the first time from a particular machine, the workstation setup program will copy the program files to the specified location on the local drive before setting up that workstation for the user. See the section on Workstation Setup for more information. 3. Multiple-user distribution to local machines across a network. Under this scenario, you designate a location on a network server that will serve as the source, as well as a location on the local drive from which you want the users to eventually run the program. The Setup program will install the program files to the network location. When a user runs the workstation setup program for the first time from a particular machine, the workstation setup program will copy the program files to the location on the specified local drive before setting up that workstation for the user. See the section on Workstation Setup for more information. 4. Multiple-user installation to network server, with dictionary shared on the network server. This is the standard multiple-user installation to a network location, from which all users will run the program and all users will share access to the dictionary. This scenario s advantage is that the dictionary only needs to be updated or modified once for all users. 5. Multiple-user installation to network server, with each user having his or her own copy of the dictionary. Under this scenario, you designate a location on a network server to which the program files will be installed and users will run the program. Then you designate a location on a network server that will serve as the source for the dictionary files and a second location (usually on a local drive) as the destination for the dictionary files. When a user runs the workstation setup program for the first time from a particular machine, the workstation setup program will copy the dictionary files to the location on the specified local drive before setting up that workstation for the user. See the section on Workstation Setup for more information. This scenario s advantage is improved performance in citation extraction and modifications to the dictionary, especially on Novell networks. 3
Single-User Installation (Typical) Note: Close all other applications before installing the LexisNexis Citation Tools software. It is highly recommended that you disable any anti-virus software before running the workstation setup program. A Typical installation uses default settings for the program directory, the location of the dictionary files, report destinations, and the access options (toolbars, desktop icon, Startup Group and Start menu). If you want to customize these settings, use the Advanced installation. 1. Insert the LexisNexis Citation Tools CD. Setup should execute automatically. If it does not, find the directory for the LexisNexis Citation Tools CD in Windows Explorer, and run setup.exe. 2. Click Next at the Welcome screen. 3. Read the License Agreement. If you accept the terms of the agreement, click Yes. If you click No, the Setup program terminates. 4. Click the Single button. 5. Choose Typical and click Next. 6. Click Continue if you want Setup to install the Distributed Command Object Module (DCOM), or click Exit. Note: If DCOM already exists on your machine, you will not see this prompt. 7. Choose the preferred LEXLink sign-on option and click Next. For more information on this setting, see the section on LEXLink Sign-on Options. 8. If your firm uses a document management system, select it; otherwise, select None. Click Next. 9. Select the program Folder you want to appear on the Start Menu. Click Next. 10. The options you selected are displayed for your review. To accept them, click Next; otherwise, click Back. Setup will begin copying files. 11. When all the files have been copied, click Finish. Setup will start the workstation setup program. You may be prompted to reboot your machine for the changes to take effect. When the workstation setup program is complete, the CheckCite program will open automatically. 4
Single-User Installation (Advanced) An Advanced installation lets you select the program directory, the location of the dictionary files, CheckCite report destinations, access options (toolbars, desktop icon, Startup Group and Start menu) for both products, and additional options for the LEXLink feature. If you want to use the default settings, use the Typical installation. Note: Close all other applications prior to installing the LexisNexis Citation Tools software. It is highly recommended that you disable any anti-virus software before running the workstation setup program. 1. Insert the LexisNexis Citation Tools CD. Setup should execute automatically. If it does not, find the E drive (or your CD-ROM drive) in Windows Explorer, and run setup.exe for the LexisNexis Citation Tools. 2. Click Next at the Welcome screen. 3. Read the License Agreement. If you accept the terms of the agreement, click Yes. If you click No, the Setup program terminates. 4. Click the Single button. 5. Choose Advanced and click Next. 6. Choose whether you want to install the program to the location from which it will be run, or to a source location from which it will be copied to the local machine upon first use. Type in or browse to the path(s) for the program directory. Then click Next. Note: For more information on this screen, see the section on Installation Scenarios. 7. Choose whether you want to install the dictionary database files to the location from which they will be shared, or to a source location from which they will be copied upon first use. Type in or browse to the path(s) for the directory that will contain the dictionary database files. Then click Next. Note: For more information on this screen, see the section on Installation Scenarios. 8. Click Continue for Setup to install the Distributed Command Object Module (DCOM), or click Exit. Note: If DCOM already exists on your machine, you will not see this prompt. 5
9. Add the Report Destinations from which you want users to be able to select. Then click Next. 10. Choose your global preferences. For explanations of LexisNexis printer, New Document in DMS, and PC DOCS Attachment, see the Glossary. 11. Choose your personal preferences and click Next. Note: You will only see this screen if you previously chose the option for the program files to be copied to the local machine upon first use. 12. Check the boxes for the CheckCite Access Options you want and click Next. 13. Select whether the Shortcut Icon on Desktop and/or an entry on the Start Menu should appear for all users. If you did not select either Shortcut Icon on Desktop or Start Menu in step 12, you will not see this prompt. Note: This setting will not affect workstations running Windows 95. 14. Check the boxes for the LEXLink Access Options you want and click Next. 15. Select the LEXLink Display Options and General Options you want and click Next. 16. Choose the preferred LEXLink sign-on option and click Next. For more information on this setting, see the section on LEXLink Sign-on Options. 17. If your firm uses a document management system, select it; otherwise, select None. Click Next. 18. Select the Program Folder to appear on the Start Menu and click Next. Note: If you did not select Start Menu in either Step 12 or Step 13, Setup will begin copying files and you won t be prompted to select a Program Folder. 19. The options you selected are displayed for your review. To accept them, click Next; otherwise, click Back. Setup will begin copying files. 20. When all the files have been copied, indicate if the CheckCite program should open after the workstation setup program completes. Then click Finish. Note: Setup will start the workstation setup program, unless you previously chose the option for the program files to be copied to the local machine upon first use. You may be prompted to reboot your machine for the changes to take effect. 6
Multiple-User Installation Note: Close all other applications prior to installing the LexisNexis Citation Tools software. It is highly recommended that you disable any anti-virus software before running the workstation setup program. 1. Insert the LexisNexis Citation Tools CD. Setup should execute automatically. If it does not, find the E drive (or your CD-ROM drive) in Windows Explorer, and run setup.exe for the LexisNexis Citation Tools. 2. Click Next at the Welcome screen. 3. Read the License Agreement. If you agree, click Yes; otherwise, click No and the Setup program will terminate. 4. Click Multiple User Installation. 5. Choose whether you want to install the program to the location from which it will be run, or to a source location from which it will be copied to the local machine upon first use. Type in or browse to the path(s) for the program directory. Then click Next. Note: For more information on this screen, see the section on Installation Scenarios. 6. Choose whether you want to install the dictionary database files to the location from which they will be shared, or to a source location from which they will be copied upon first use. Type in or browse to the path(s) for the directory that will contain the dictionary database files. Then click Next. Note: For more information on this screen, see the section on Installation Scenarios. 7. Type in or browse to the unique location for each user s personal files. Click the checkbox if you want each user s login ID appended to the given path. 8. Select the appropriate radio button to indicate whether the Workstation Setup program should install Distributed Command Object Module (DCOM95), if necessary. For more information on this component, go to http://www.microsoft.com/com/tech/dcom.asp 9. Add the Report Destinations from which you want users to be able to select. Then click Next. 7
10. Select the CheckCite Global Preferences appropriate for your firm. Then click Next. Any selections you make affect all users. For more information on these options, see the section on CheckCite Global Preferences. 11. Enter the Personal Preference defaults for the CheckCite software. Then click Next. All entries here are optional and will only be defaults for each user. 12. Check the boxes for the CheckCite Access Options you want and click Next. 13. Select whether the Shortcut Icon on Desktop and/or an entry on the Start Menu should appear for all users. If you did not select either Shortcut Icon on Desktop or Start Menu in step 12, you will not see this prompt. Note: This setting will not affect workstations running Windows 95. 14. Check the boxes for the LEXLink Access Options you want and click Next. 15. Select the Personal Options defaults for the LEXLink feature. Then click Next. All entries here are optional and will only be defaults for each user. 16. Choose the preferred LEXLink sign-on option and click Next. For more information on this setting, see the section on LEXLink Sign-on Options. 17. If your firm uses a document management system, select it; otherwise, select None. Click Next. 18. Select the Program Folder to appear on the Start Menu and click Next. Note: If you did not select Start Menu in either Step 12 or Step 14, you won t be prompted to select a Program Folder. 19. The options you selected are displayed for your review. To accept them, click Next; otherwise, click Back. Setup will begin copying files. 20. When all the files have been copied, indicate if the CheckCite program should open after the workstation setup program completes. Then click Finish. 8
Workstation Setup The workstation setup program must be run for each user before that user can use either the CheckCite software or the LEXLink feature. The workstation setup program is a non-interactive, silent setup program. The workstation setup program in this version is executed as a Microsoft Installer file and requires Windows Installer 2.0. The workstation setup program (wss.msi) can be found in the CCSetup directory, which is parallel to the directory you designated as the program directory. If necessary, you can instead run the wss.exe file, which will install or upgrade Windows Installer on a machine before calling the wss.msi file. Note that administrator privileges must be given to the wss.msi file only. It is not necessary to give such rights to the user. One reboot may be required if DCOM must be installed, or if system files requiring upgrade are locked. The user should close all applications prior to running this setup program. Reinstalling the Software If the workstation setup program has been run on your PC, a Reinstall button will appear when you run Setup from the CCSetup directory. Simply click on the Reinstall button and follow the appropriate steps above for single-user or multiple-user installations. If the workstation setup program has not yet been run on your PC, you can still reinstall the software by running the Setup program. Follow the same steps above for single-user and multiple-user installations, supplying the same program files location as before. Finally, you may be prompted that Setup found an earlier version of the dictionary. If so, read the section on Merging Dictionaries for details. Note: If you reinstall the software, the workstation setup program will execute automatically the next time each user runs the CheckCite software only. The workstation setup program must be run, either via the CheckCite software or manually, in order for the changes to be effective for the LEXLink feature. Reconfiguring the Software You can reconfigure the software and change options such as valid report destinations. If the workstation setup program has been run on your PC, a Reconfigure button will appear when you run Setup from the CCSetup directory. Simply click on the Reconfigure button and follow the appropriate steps above for single-user or multipleuser installations. Note: If you reconfigure the software, the workstation setup program executes automatically the next time each user runs the CheckCite software only. The workstation setup program must be run, either via CheckCite or manually, in order for the changes to be effective for the LEXLink feature. 9
Uninstalling the Software Single User To uninstall the LexisNexis Citation Tools software: 1. Double-click My Computer on your desktop. 2. Select Control Panel. 3. Select Add/Remove Programs. 4. Select LexisNexis Citation Tools and click Add/Remove. 5. Select the personal files you want to remove from your system. Then click OK. For more information on these files, see the Glossary. Multiple-User To uninstall a multiple-user installation, you must uninstall each workstation. Then simply delete the program files. To Uninstall a workstation: 1. Double-click My Computer on your desktop. 2. Open the Control Panel. 3. Open Add/Remove Programs. 4. Select LexisNexis Citation Tools and click Add/Remove. 5. Select the personal files you want to remove from your system, then click OK. For more information on these files, see the Glossary. To delete the program files, simply delete the program directory, as well as the CCSetup and Dictnary directories parallel to the program directory. Upgrade of System DLLs: The workstation setup program will upgrade the following DLLs if necessary. If one of these DLLs is locked, then the workstation setup program will prompt the user to reboot the machine in order for the changes to take effect. If DCOM95 must be installed, the workstation setup program will prompt the user to reboot for all changes to take effect. Filename Version ASYCFILT.DLL 2.40.4275 MFC42.DLL 6.00.8267.0 MSVCIRT.DLL 6.00.8168.0 MSVCP60.DLL 6.00.8168.0 MSVCRT.DLL 6.00.8397.0 OLEAUT32.DLL 2.40.4275 OLEPRO32.DLL 5.0.4275 10
Communications The CheckCite software uses the default method of connecting to the Internet to access the LexisNexis services. If you do not have access to the Internet, the software will not work. Troubleshooting If you receive the following error message while attempting to create a report, check below for the possible cause and solution: Error submitting search request to the LexisNexis service. Possible Cause: The CheckCite software uses the same communications files as Internet Explorer. However, if you are not using Internet Explorer, it may be necessary to configure your connection to the Internet. You can do this using one of the following methods: Internet Options icon in the Control Panel Internet Explorer s Connection Wizard (Microsoft Windows 95 only) The Internet Connection Wizard provided on the LexisNexis Citation Tools CD, in the Connection Wizard directory. You can run this configuration program from the CD. Solution: Using one of the three options above, configure the connection on one PC; then copy the appropriate registry settings to any other machine that uses the same connection method. Note: The workstation setup program installs the required communications files, if necessary. The workstation setup program does not install the Internet Explorer browser itself. It is not necessary to have Internet Explorer installed to run the CheckCite program. Possible Cause: By default, the CheckCite software s communications conform to the HTTP 1.1 standard. Some proxy servers do not yet support this version. Solution: Run commtest.exe, located in the CheckCite program directory to test the communications (see the following section for more information). 11
Communications Tester (commtest.exe) Use this utility to step through the sequential stages of a typical CheckCite session and identify any errors. Step 1: Step 2: Step 3: Step 4: Step 5: Checks the versions of the key communications DLLs + wininet and shlwapi. The base versions of these DLLs must match (i.e. wininet 4.x only works with shlwapi 4.x and wininet 5.x only works with shlwapi 5.x). Connects to the CheckCite server and tests authentication of a userid/ password. Note that you do not have to enter an id/password, so you are not charged for this test. Tests submitting a sample session to the CheckCite server, conforming to the HTTP 1.1 standard. If this stage fails, the program will retry conforming to the HTTP 1.0 standard. If that attempt is successful, then the program will change a registry setting so that future communications will conform to the HTTP 1.0 standard. You do not have to run this program on other workstations. There is a file (UsePost_ON.reg) containing the modified setting on the LexisNexis Citation Tools CD, in the Communications Test Utility directory. You can push this file to the other workstations. Tracks completion of the sample requests. Tests transfer of the results back to your system. Step 6: Completes the test and disconnects from the CheckCite server. Note: You can also initiate the default Internet Connection Wizard from within this utility by clicking the Connection Wizard button. 12
Macros If the Startup directory for Microsoft Word is read-only, the workstation setup program will not be able to install the toolbar for LEXLink and/or CheckCite. The template file is named lexlink.dot. The macro files are provided on the CD and copied to subdirectories of the program directory for your convenience. LEXLink Sign-on Options The hyperlinks to lexis.com created by the LEXLink feature can be pointed to either the lexis.com or the LexisNexis by Credit Card sign-on screens. The lexis.com sign-on screen only allows lexis.com users to sign on, while the LexisNexis by Credit Card allows both lexis.com and credit card users to sign on. The sign-on screens have their own unique cookies. During installation, you make the choice of sign-on screens. If you choose to point to the LexisNexis by Credit Card sign-on screen, lexis.com users will be prompted to enter their user ID and password even if they previously chose to save their sign-on information on the lexis.com sign-on screen until they choose to save their sign-on information on the LexisNexis by Credit Card sign-on screen. Merging Dictionaries Users of the LexisNexis Citation Tools software are able to add alternative abbreviations for reporters to the dictionary. If you upgrade to a later version of the LexisNexis Citation Tools software, a newer version of the dictionary is installed also. A dictionary merge utility (mergdict.exe) is provided to move the user-added entries to the newer version of the dictionary. The utility is located in the MDB subdirectory of the Dictionary directory. All you have to do is start the utility by double-clicking on the mergdict.exe file. The utility does not prompt for any other information. However if any were found, it will display the number of entries copied over at the end. 13
Directory Privileges for Multiple-User Installations During installation, you are prompted for a Program directory, Dictnary directory, and Personal directory. The Setup program then creates the necessary subdirectories under the Program and Dictnary directories. For more information on these directories, see the Glossary. All users of the CheckCite software and the LEXLink feature share the global option sets and dictionary files. Global option sets can be created, deleted and/or modified from within the CheckCite program. The dictionary files can also be modified from within the CheckCite software or the LEXLink feature. For more information on these files, see the Glossary. The user privileges to the Program directory, as well as its subdirectories, can be read-only for all users. The user privileges to the Dictnary directory, as well as its subdirectories, can also be read-only for all users, with the following exceptions: The Data subdirectory of the Dictnary directory contains the global option sets and other shared files. Therefore, full rights to this directory should be given only to those users permitted to make changes to the global settings. The MDB subdirectory of the Dictnary directory contains the dictionary files. Therefore, full rights to the MDB subdirectory should be given to those users permitted to modify the dictionary. The Personal directory should be unique for each user. Users should have full rights to their own personal directory. Global Preferences Global Preferences affect all users. Individual users do not have control over these settings. Global Preferences can also be modified through the CheckCite software. Simply select Preferences from the File menu, and click on the Global Preferences tab. Note: The Global Preferences tab does not appear to users who have read-only access to the Data directory. Client/Matter When submitting a CheckCite request, users can specify the Client and/or Matter. Some firms require this information. If your firm requires Client/Matter information to be sent to the LexisNexis services, click the Client Mandatory checkbox. 14
Client Masking Some firms require the Client/Matter to contain a particular combination of letters, numbers, etc. This is called Client Masking. The CheckCite software allows you to enter the Client Masking so that the user will be alerted right away if the information entered is not in the correct format. The valid characters for Client Masking are: N Numbers 0-9 A Letters Aa-Zz X Alphanumeric 0-9, Aa-Zz B Blank (if at end, must be followed by an X-type character). - / # + : =? % ( ) &, Punctuation characters * Prohibits entry of any characters beyond this point. Users are permitted to enter up to 32 characters, even if masking is not defined for all 32 characters. For example, if a client masking of NNN-AAA is defined, the user can enter anything for the last 25 characters, unless an asterisk appears to limit this field. Client Validation If your firm uses a Client Validation program, type in or browse to the path/ executable file in the Use Client Validation Program field. To integrate the CheckCite software with the Clival32 client validation program, you must have version 7.1.2 of Clival32.exe installed. That version is provided on the CD, in the Clival32 directory. Instructions are provided in the clival32.txt file, also found in the Clival32 directory. Mask User ID Click this checkbox to display asterisks (***) in place of characters when a user enters a User ID. Do Not Use SSL for Encryption If your firm s firewall does not accept SSL-encrypted data, or if your workstations do not have a browser installed that supports SSL, click the Do Not Use SSL for Encryption checkbox to disable SSL. The CheckCite software will still encrypt the software using its own encryption scheme. Allow user access to DMS If this box is checked and an ODMA-compliant document management system is installed on your system, the document management system opens when the user clicks Browse. The user can then select the input document. If you are using GroupWise, but have disabled the document management feature, do not select this option. Allow user access to local file system Must be selected if Allow user access to DMS is not selected. This setting limits users to choosing a document from the document management system. It prohibits them from viewing the local file system. 15
Glossary Data Directory Contains files shared by all users, including global option set files and files containing the lists of Shepard s Citations Service treatment codes and jurisdictions. Dictionary Contains a list of reporter abbreviations recognized by the LexisNexis services, as well as a list of history phrases. The Dictionary may be shared by other LexisNexis products. Dictnary Directory Contains the Dictionary DLL files. The Dictionary database files are installed to the MDB Directory, which by default is a subdirectory of the Dictnary Directory. Document Management System Commercial document management products, such as DOCS Open, imanage, and Worldox. Global Option Set An option set that is shared by all users of a multiple-user installation of the software. LexisNexis Printer A printer dedicated to receiving and printing documents requested by users of the LexisNexis services. The data is sent to the printer via a phone line. MDB Directory Contains the data files used as the Dictionary. New Document in DMS This report destination choice will import the output report into the firm s document management system as a new document. This choice will require the user to fill out a profile for the new document and requires that the document management system be ODMA-compliant. Option Set A user-defined combination of options. By utilizing this feature, users do not have to select the services to run and other options each time they use the software. PC DOCS Attachment PC DOCS Open s feature that allows related documents to share the same profile and document number. Personal Directory Directory unique to a user, which contains that user s Personal Option Sets and Session Files. Personal Option Set Option Set that is only available to a particular user. Program Directory Directory containing the executable and related files necessary to run the CheckCite program. Session File Data file containing all the information for a particular session, including the Client/Matter, source of citations (document or typed-in list), report destination, option set, and the report. This file can be opened in the CheckCite software to view or reprint the report. LexisNexis and LEXLink are trademarks and lexis.com, CheckCite and Shepard s are registered trademarks of Reed Elsevier Properties Inc., used under license. Microsoft and Windows NT are registered trademarks of Microsoft Corporation. I-Manage is a registered trademark of Imanage, Inc. Worldox is a registered trademark of World Software Corporation. Other products and services may be trademarks or registered trademarks of their respective companies. 2003 LexisNexis, a division of Reed Elsevier Inc. All rights reserved. P2695-5 0103 16