OpenText edocs DM Release Notes

Transcription

1 OpenText edocs DM Release Notes Version Suite Patch 6 April 2, 2015

2 Contents 1 Introduction About OpenText edocs DM Patch New Features DM Security Vulnerability Update (DM-32057) Folder Metadata Inheritance (DM-9588) DM Footer Enhancements (DM-22572) Encrypted Support (DM-26423) DM API Support for the Advanced Search Interface (DM-26835) DM Extension API Refresh Specific Frames (DM-27441) Request for DM 5.3 documentation on the DM Library Database Indexes. (DM-28627) DM Interceptor Support for 64 Bit Applications (DM-28937) DM Content Cache Pre-Cache Enhancement (DM-32278) Search Across Multiple Libraries with Different Schema s (DM-33169) Office 2013 Translations (DM-33576) Outlook Startup Change Delay Logon (DM-34435) Filing QuickFile Options (DM-34829) Language-Neutral Patch Backwards Compatibility Packaging and Documentation DM Patch 6 Files Packaging and Delivery Information Documentation Updates DM Documentation Location Installation and Upgrade Notes Patch Rollback Running Library Generator edocs DM Suite Patch 2 Web Server MSI edocs DM Web Server Translated Versions Special Configuration for Windows HTTP Error Microsoft.NET Framework Visual Studio 2010 Tools for Office Runtime

3 The Visual Studio 2010 Tools for Office Runtime must be installed on all client machines running Office 2010 without SP1. The download is located here: Microsoft Office 2007 PIAs Microsoft Office 2010.NET Programmability User Interface Installation Instructions Command Line Installation Instructions Supported Environments and Compatibility Server Machines DM Server Document Server DM Web Server DM User Workstations Supported Applications Integrated Applications Applications Open Text Supported Products Fixed Issues Known Issues What s New in edocs DM (Past Patches) New Features in DM Patch Unicode Support Support for Microsoft Office 2010 (64 bit) DM API (64 bit) Microsoft SQL Server 2012 Support New MSI for the DM Admin Tools Bit DM Viewer for Windows 7 64 bit machines New Save User Interface Profile Form Selection Options New Help Files for DM Extensions Document Attachments Open with Launch Method for the Attachment Type Rather than the Parent Launch Method New Features in DM Patch Windows 8 Desktop Support Windows Server New Features in DM Patch edocs DM App New Features in DM Patch

4 Adobe Acrobat Integration Search Enhancement (Not available with MS SQL 2005) New Features in DM Patch Multi-Value Field Support for OTRM Ability to Hide Document Type in Dynamic Views for Groups and Not Only Users New Platform Support Windows 8.1 Desktop Support Contact Information

5 1 Introduction These Release Notes provide an overview of OpenText edocs DM Suite Patch 6, including new features, delivery information, and supported platforms. OpenText recommends that you read these Release Notes in conjunction with the documentation included with the software package. If any conflicts exist, the Release Notes supersede the other documentation. We also recommend that you check the OpenText Knowledge Center ( for any patches or documentation updates that may have been posted after the initial release of OpenText edocs DM Suite Patch 6. 2 About OpenText edocs DM Patch 6 This section provides an overview of OpenText edocs DM Suite Patch 6. This is the latest patch for the edocs DM release. Consult the edocs DM Patch 1 Release Notes for complete information about the edocs DM software. Important The edocs DM Patch 1 is a complete ISO image and the baseline install for the DM version. This software can be applied as an upgrade on top of DM , 5.2.1, 5.3 and This software is also the image to use for new installs of the DM product line. If upgrading from a release prior to DM Patch 1, you must first upgrade to DM Patch 1 and then apply DM Patch 6. edocs DM Suite Patch 6 is a cumulative update which contains all updates from previous patches for each component. 2.1 New Features OpenText edocs DM Version Suite Patch 6 include the following new features DM Security Vulnerability Update (DM-32057) On March 10, 2015 we issued a DM Security Alert and subsequently updated the alert on March 12 with the details on the configuration options on how to prevent the security vulnerability issue, as well as the Hotfixes for DM 5.3.0, and 10. For more information, refer to the Knowledge Base Article or contact your local Customer Support office. 5

6 The edocs DM Patch 6 software includes the resolution to this issue, as well as an additional configuration option that will allow you to deploy the updates as part of a phased upgrade. The DM Server Patch 6 update is installed with the fixes in the PCDServerIF.dll and PCDClient.dll and configured to use the DM Security Token logic that addresses the security vulnerability by default. This also requires that the DM client desktops contain the supplied DM API PCDClient.dll if you want to continue to use DM Extensions with the Allow Auto Logon feature enabled How to perform a phased upgrade: If you are not able to update your DM Extensions in a short period of time and want to keep the Auto Login feature enabled for the DM Extensions in your environment, perform the following. The DM Server can be configured not to use the new DM Security DST logic and continue to use the Auto Login feature with the previous DM extension clients. DM Server Registry Setting: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Hummingbird\DOCSFusion\Security Reg_DWORD: DisableSecureDST = 0 (Default and security issue resolved) DisableSecureDST = 1 (Manually changed and security vulnerability present with Auto Login enabled) Note:The DM Server DisableSecureDST setting needs to be set back to 0 as soon as you have updated your DM Extensions with Patch 6. Important Security Notice If you change the DisableSecureDST registry setting on the DM Server to a value that is greater than zero (0,) your environment still have the edocs DM 5.3.x Web Services application programming interface (API) security vulnerability that could be exploited to allow a bad actor to programmatically authenticate as any valid edocs user and act with permissions and privileges associated with that account if the Allow Auto Logon feature is enabled. 6

7 2.1.2 Folder Metadata Inheritance (DM-9588) The edocs DM Extensions can be configured to not inherit the Author and Document Type fields when initially saving a new document to a DM Library folder. This functionality can be enabled by setting the following registry on the client desktop: DWORD "InheritAuthorDocType" registry key and set the value to 0 to not inherit the Author and Document Type fields. HKEY_CURRENT_USER\Software\Hummingbird\PowerDOCS\Core\Plugins\Fusion\Settings If this key is not present or present and set to 0, DM Extensions will continue to inherit the Author and Document Type from the folder. Note: The edocs DM 10 version includes additional functionality for controlling metadata inheritance where the DM administrator can define additional fields that they do not want to inherit from a folder. See the edocs DM 10 Release Notes for additional details DM Footer Enhancements (DM-22572) The DM Insert DM Footer for the Microsoft Word and Excel 2010, 2013 integrations have been enhanced to provide you with more control over the layout, metadata, text, font, and alignment of the information in the footer. 7

8 Inserting DM Footers in Word 2010, 2013 To insert a DM footer: 1. In Word, click the DM tab. 2. In the DM Actions section, click Insert>DM Footer. 3. The edocs DM Footer Options dialog box appears. Under the Options section,select the following check boxes that you want to appear in the footer. Notice that as you select the check boxes, the associated XML text dynamically populates in the text pane. You can edit the XML by clicking the Edit check box. Document Number Document Version Document Name Page Numbers This allows you to insert page numbers. You can use RIGHT, CENTER, and LEFT for page number alignment. Document Author Document Type Application Font This allows you to specify the font name and size. You can use any font and size that Word recognizes. Description Date Library Text This allows you to insert customized text. Tip: To select all items, select the Select All check box. Conversely, to clear all items, select the Select All check box twice. Or, select the XML text and delete. In the XML text, you can change the font, page number alignment, and the field alignment. You can use NewLine, Tab, or None for field alignment. 8

9 Example: Note: The order you select the check boxes determines the order of appearance in the DM footer. 4. When you select the Edit check box, the Validate XML link becomes available. Click this to validate the XML text. If successful, a green circle with a check mark appears; if unsuccessful, a red circle with an exclamation point appears. Hover your mouse over the red circle to view additional error details. 5. Select the Auto-Update check box to make the application update the footer when new versions, subversions, or new documents are created within the application. 6. Select the Don't show this dialog check box to bypass this dialog box and use the selected settings for subsequent footers. 7. Click OK. The footer information appears at the bottom of each page. 8. To edit the footer, click INSERT>Footer>Edit Footer Page Numbering in XML The PAGENUMBERS portion of the XML includes the following attributes: FONT, SIZE, TEXT1, and TEXT2. The FONT specifies which font to use. The SIZE specifies the font size to use. The TEXT1 specifies anything you want; for example, Page. The TEXT2 specifies anything you want; for example, of. You can set the value to an empty string; this will prevent it from displaying. 9

10 Inserting Footers in Excel 2010, 2013 To insert a DM footer: 1. In Excel, click the DM tab. 2. In the DM Actions section, click Insert>DM Footer. 3. The edocs DM Footer Options dialog box appears. Under the Options section, select the following check boxes that you want to appear in the footer. Notice that as you select the check boxes, the associated XML text dynamically populates in the text pane. You can edit the XML by clicking the Edit check box. Document Number Document Version Document Name Page Numbers This allows you to insert page numbers. You can use RIGHT, CENTER, and LEFT for page number alignment. Document Author Document Type Application Font This allows you to specify the font name and size. You can use any font and size that Word recognizes. Description Date Library Text This allows you to insert customized text. Tip: To select all items, select the Select All check box. Conversely, to clear all items, select the Select All check box twice. Or, select the XML text and delete. In the XML text, you can change the font, page number alignment, and the field alignment. You can use NewLine, Tab, or None for field alignment. 10

11 Example: Note: The order you select the check boxes determines the order of appearance in the DM footer. 4. When you select the Edit check box, the Validate XML link becomes available. Click this to validate the XML text. If successful, a green circle with a check mark appears; if unsuccessful, a red circle with an exclamation point appears. Hover your mouse over the red circle to view additional error details. 5. Select the Auto-Update check box to make the application update the footer when new versions, subversions, or new documents are created within the application. 6. Select the Don't show this dialog check box to bypass this dialog box and use the selected settings for subsequent footers. 7. Click OK. The footer information appears at the bottom of each page. 8. To edit the footer, click INSERT>Footer>Edit Footer Page Numbering in XML The PAGENUMBERS portion of the XML includes the following attributes: FONT, SIZE, TEXT1, and TEXT2. The FONT specifies which font to use. The SIZE specifies the font size to use. The TEXT1 specifies anything you want; for example, Page. The TEXT2 specifies anything you want; for example, of. You can set the value to an empty string; this will prevent it from displaying. 11

12 2.1.4 Encrypted Support (DM-26423) The edocs DM software now includes support for saving encrypted s into DM from the Microsoft Outlook 2007, 2010, and 2013 clients DM API Support for the Advanced Search Interface (DM-26835) When building a custom application that uses a custom search interface, when the users selects profile search the custom application interface is presented to the user. The DM API has been enhanced to present the user with the Advanced Search interface instead of the custom interface when they perform an Advanced Profile Search. The following registry key needs to be in place: [HKEY_LOCAL_MACHINE\SOFTWARE\Hummingbird\PowerDOCS\Forms]SearchCriteriaForm="Cus tomdll.customclass" DM Extension API Refresh Specific Frames (DM-27441) In the DM Extensions API version Patch 5 or prior, developers could use the "DOCSOPEN.RefreshAllViews" to refresh the DM Extensions interface which updated all the frames. However, on the DM Toolbar, the Refresh button would only refresh the frame/view that had the current focus. The DM Extensions API has been enhanced to support updating the frame/view that has the current focus. A 'RefreshREDView' property has been added to use in DOVerb calls so that Application Integration code can call this right after the QuickSave API call. How to use this new function: Dim pobjarray As New BCObjectArray pobjarray.doverb(nothing, "Contents", "DOCSOPEN.RefreshREDView", 0, Nothing) Request for DM 5.3 documentation on the DM Library Database Indexes. (DM-28627) The edocs DM Administration Guide has been updated with the following chapters: 12

13 APPENDIX H: Microsoft SQL Table and Index Listing APPENDIX I: Oracle Table and Index Listing The Administration Guide is available here: DM Interceptor Support for 64 Bit Applications (DM-28937) The DM Interceptor feature has been enhanced to include a 64 bit Interceptor. When applying the DM Extensions (x64) Patch 6, the 64 bit version will be installed in conjunction with the 32 bit Interceptor application. The 64 bit interceptor installs the Interceptor_x64.exe, InterceptorCore_x64.dll, InterceptorHooks_x64.dll, InterceptorRes_x64.dll, InterceptorTuner_x64.dll in the Program Files (x86)\open Text\DM Extensions directory. The edocs DM Interceptor 32-Bit version settings are located in: HKEY_CURRENT_USER\Software\Hummingbird\PowerDOCS\AppIntegration\Interceptor The edocs DM Interceptor 64-Bit version settings are located in: HKEY_CURRENT_USER\Software\Hummingbird\PowerDOCS\AppIntegration\Interceptor_x6 4 The Windows Task tray will show the DM icon, the 32 bit Interceptor, and the new 64 bit Interceptor icon with the number 64 as an overlay on the icon. NOTE: The Interceptor 64 bit version only integrates with 64 bit applications. The Interceptor 32 bit version still needs to be used to intercept 32 bit applications Notepad 64 Bit Configuration Example 13

14 1. In DM Library Maintenance create a new application launch method for Notepad. 2. The DDE Settings should be left blank. Note: This example shows C:\Windows\Notepad.exe which is the 64 bit version of the application. If you previously integrated the 32 bit version of Notepage the settings would be C:\Windows\System32\Notepad.exe. 3. From the DM Extension select Right Click on the Interceptor 64 bit icon 4. Select the Settings option 14

15 5. Select the Application Settings teb 6. Select Notepad 7. Select Edit and confirm the settings 8. Select Windows Properties and confirm the properties 15

16 9. Select the Application Dialogs tab 10. Select Open 11. Select Edit and confirm the properties 12. Select OK 13. Select Save As 14. Select Edit and confirm the properties 15. Select the Launch Methods tab 16. Select Notepad 16

17 17. Select Enable 18. Confirm the Launch Method settings 19. The Notepad application will have a green status indicator and is ready to intercept the Notepad commands. 17

18 2.1.9 DM Content Cache Pre-Cache Enhancement (DM-32278) The edocs DM Content Cache Pre-Population feature allows an edocs administrator to set up each library with one or more saved searches that can be used to pre-populate the content cache directory at a specified time of day, generally during off hours Creating a Content Cache Pre-Population Search The DM Extensions user interface is used to create the searches that will be used by the content cache pre-population process. Simply define the search as you would any other search and save the search to the library. You might want to rename the search so that its purpose is more clearly visible within the user interface. The search must then be added to the content cache registry to be picked up by the pre-population process (see below) Manual Registration Requirements The edocs DM software release does not provide an administration user interface for the content cache pre-population feature. To enable the process the following registry keys/values must be added. These values only need to be added to a single server with content cache installed. In 18

19 other words, if the content cache is accessed by a cluster of servers, only one server in the cluster needs to be set up for cache pre-population. HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Hummingbird\DOCSFusion\Content Cache PreCache A String value that can be set to either Enabled or Disabled to turn the pre-cache process on or off. The default is Disabled. PreCache Time A String value that contains a time in 24-hour format at which the pre-population process should execute. For example 02:30 means that the pre-population process will run at 2:30 AM each day. The default is 00:00 (Midnight). PreCache Search List A Multi-String value containing a list Library/QuickSearch or */QuickSearch pairs that will be used to select documents to be added to the content cache directory. For example, EXLIB1/MS WORD,Test where EXLIB1 is the library name and MS WORD,Test is the name of a quick search that will select all MS WORD documents with the word Test in the document content. The */QuickSearch format is used to specify that a QuickSearch of the given name resides in more than one library and the pre-cache process should execute the QuickSearch for each library within which the QuickSearch resides. The actual QuickSearch definition does not have to be the same in each library, just the name. The search for each library is executed individually so the actual QuickSearch definition can be tailored to the library within which it resides Search Across Multiple Libraries with Different Schema s (DM-33169) The recommendation when setting up multiple Libraries to be remote to each other is to always use the same schema and Library type (Legal with Legal) for this type of configuration to allow the users to perform searches across all the Libraries. In environments where the Library schemas do not match you will now be able to perform a search across multiple Libraries instead of receiving an error message relating to the different SQL structures. 19

20 Office 2013 Translations (DM-33576) The translated resource files for the DM Integration with Microsoft Office 2013 have been included with Patch 6 and can be found in the Office 2013 Translations sub-folder. The translated files for Dutch, French, German, Italian and Spanish are included. Installation 20. The AppTrans.ini and AppTrans1.ini files replace the English ones that were installed with the edocs DM Office 2013 Integration v2.2 (x64) or (x86).msi installation 21. Copy the translated AppTrans.ini and AppTrans1.ini files to the C:\Program Files (x86)\open Text\DM Extensions directory and replace the existing versions 22. Copy the EIRes.dll to the C:\Program Files (x86)\open Text\DM Extensions\ Integration directory and replace the existing file 23. Restart the Office Applications and DM.exe. The edocs DM Silent Install Samples document provides additional information on the scripting and configuration options that can be used for silent deployments. This document can be referenced for modifying the edocs DM Office 2013 Integration v2.2 (x64) or (x86).msi programs to include the translated files for your respective language Outlook Startup Change Delay Logon (DM-34435) The DM Extension for Outlook can be configured to load on Startup or delayed until the end user selects a DM action. The Delay Logon feature can be configured by the following registry key: HKEY_CURRENT_USER\Software\Hummingbird\ Integration\1.5\Settings DelayLogon (DWORD) -> 0:off/ 1:on If the logon dialog box is canceled, then the user will not have the opportunity to log into DM Extensions until Outlook has been restarted Filing QuickFile Options (DM-34829) When using the DM Extension for Outlook and Filing together users can drag and drop s from Outlook to DM, or save to a DM Folder using the QuickFile feature and the s would be copied to the Filing Service and saved into DM in the background. The Registry setting to control this with DM Patch 5 and Filing 4.2: 20

21 REG_DWORD: SaveTo Filing HKEY_LOCAL_MACHINE\Software\Wow6432Node\Hummingbird\ Integration\1.5\Settings SaveTo Filing = 0 Normal DM save SaveTo Filing = 1 Save using Filing. With this setting if the Exchange Cached Mode setting was disabled in Outlook the save was successful but the user receive a warning message that the operation Can t move the items from Outlook. New configuration with DM Patch 6 and Filing 4.3: SaveTo Filing = 2 Save using Filing with Exchange Cached Mode disabled in Outlook. This configuration option no longer presents the user with the Can t move the items warning message. 2.2 Language-Neutral Patch The edocs DM Suite Patch 6 is language neutral, which means it can be applied against any translated version of edocs DM Patch 1 or later. 2.3 Backwards Compatibility The edocs DM Server Patch 6 software is backwards compatible with the DM client components of edocs DM , 5.2.1, 5.3.0, Note: The new Unicode metadata feature for profile fields is not enabled by default because it is not backwards compatible with the previous versions of DM Extensions. If you upgrade the DM Server and Library to support this new feature, you can only use DM Patch 1 (or later) Extensions in the environment. Important! For customers using DM Extensions or 5.2.1, we recommend you upgrade as soon as possible. These versions are currently in Past-Maintenance mode and you should not plan to keep these older versions on any end user machines for extended periods of time. For information about the release dates and subsequent support expiry dates for OpenText edocs products, consult the table provided at the following location: 21

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23 3 Packaging and Documentation Downloads and documentation for OpenText edocs DM are available in the OpenText Knowledge Center ( 3.1 DM Patch 6 Files The edocs DM Suite Patch 6 MSP.zip file contains the following individual MSP, EXE, files and MSI s that can be applied on top of the original installation of DM Patch 1 or greater. 1. DM Patch 1 Installer Update.exe 2. DM Web Server Installer Update.exe 3. edocs DM DM API Patch 6.msp 4. edocs DM DM API x64 Patch 6.msp 5. edocs DM DM Admin Tools Patch 4.msp 6. edocs DM Extensions (x64) Patch 6.msp 7. edocs DM Extensions (x86) Patch 6.msp 8. edocs DM Server Patch 6.msp 9. edocs DM Web Server Multilingual Patch 6.msp 10. edocs DM Web Server Patch 2.msi 11. edocs DM Web Server Patch 6.msp 12. edocs DM Workflow Server Patch 6.msp 13. edocs DM RM Administration Tool Patch 6.msp 14. edocs DM Office 2013 Integration v2.2 (x64).msi 15. edocs DM Office 2013 Integration v2.2 (x86).msi 16. Microsoft Office 2013 Translations: o Office 2013 Dutch Resources.zip o Office 2013 French Resources.zip o Office 2013 German Resources.zip o Office 2013 Italian Resources.zip o Office 2013 Spanish Resources.zip Note: The DM Patch 1 Installer Update.exe runs updates against the Patch 1 *.msi that will reflect the correct Patch number in the install dialog. This update needs to be run prior to running any of the updates included in Patch 6 if you are upgrading from DM Patch 1. If you have previously run the DM Patch 1 Installer Update.exe while applying Patch 2 or later you do not need to run this update again with patch 6. Note: The DM Web Server Installer Update.exe runs updates against the Patch 1 *.msi that corrects an issue uninstalling the Webtop Server. This update needs to be run prior to running the DM Web Server Patch 6.msp if you are upgrading from DM Patch 1. If you have previously run the DM Web Server Installer Update.exe while applying Patch 2 or later you do not need to run this update again with patch 6. 23

24 Note: The DM Web Server Patch 2.msi needs to be run prior to patching the Web Server to Patch 6 if upgrading from any version of English DM prior to DM Patch 2. With the release of DM Suite Patch 2, we provided a new English MSI for the DM Web Server in order to provide support for Windows Packaging and Delivery Information The software documentation was included in the Patch 1.ISO image and was extracted to the Documentation folder on the Image. The following product documentation is available: edocs DM API Overview Guide.pdf edocs DM Webtop Customization Guide.pdf edocs DM RM Data Dictionary.pdf edocs DM RM Designer Guide.pdf edocs DM API Overview Guide.pdf edocs DM Administrator Guide.pdf edocs DM Extensions API Programmers Guide.pdf edocs DM Using DM Extensions.pdf edocs DM Installation Guide.pdf edocs DM Using DM Webtop.pdf edocs DM Imaging.pdf edocs DM Library Maintenance Tool.pdf edocs RM API Reference Guide.pdf edocs RM Administration Guide.pdf edocs RM Extensions User Guide.pdf edocs DM WorkFlow Administration Guide.pdf edocs DM WorkFlow User Reference Guide.pdf 24

25 3.3 Documentation Updates The following updates have been included in the following documents. Document Name Documentation Update Description edocs DM 5.3x Registry Settings This new guide contains a comprehensive list of registry keys and settings used with DM 5.3x. This standalone guide is available at the following location: &objAction=Download edocs DM Administration Guide The edocs DM Administration Guide has been updated with the following chapters: APPENDIX H: Microsoft SQL Table and Index Listing APPENDIX I: Oracle Table and Index Listing The Administration Guide is available here: DM Documentation Location All edocs DM documentation is available on the Open Text Knowledge Center under the edocs DM folder by going to the following location: When documentation is updated, new guides are posted immediately to the location listed above. The Knowledge Center will always contain the most recent updated guides. 25

26 4 Installation and Upgrade Notes 4.1 Patch Rollback The benefit of using the.msp type of patch installation is that you can easily remove edocs DM patches without removing edocs DM itself. For example, if you remove Patch 6, the original edocs DM Patch 1 installation and setup programs remain unchanged. To perform a Rollback of a DM patch from the Control Panel s Program and Features, you will need to select the Show Updates check box on the window dialog, and then select the respective Open Text edocs module. The patch that is currently applied will appear under the selected item; select the Uninstall option to uninstall the Patch. 4.2 Running Library Generator If you are upgrading from DM , DM 5.2.1, or edocs DM (without Patch 1), you must run Library Generator on all DM Libraries. If you are upgrading from DM Patch 1 or later, running Library Generator is NOT required. 4.3 edocs DM Suite Patch 2 Web Server MSI In order to support Microsoft Window Server 2012 and Internet Information Server (IIS) 8, a new English MSI was introduced to install the English DM Web Server on this platform in DM Suite Patch 2. This MSI is provided with Suite Patch 6 for convenience and is required to be run on any English DM Web Server that is currently at DM Patch edocs DM Web Server Translated Versions If upgrading a DM Web Server other than English the following upgrade steps need to be followed: If upgrading from a DM Web Server that has already been upgraded to Patch 3 or greater, you can apply the DM Web Server Multilingual Patch 6. If upgrading from an initial DM Web Server Patch 1 or installing a new Web Server 1. Installs the edocs DM French Web Server.msi (Patch 1) (Or other translated language) 2. Run the DM WebServer Installer Update.exe 3. Apply the edocs DM Web Server Multilingual Patch 6.msp 26