How To Use A Docushare Client On A Pc Or Mac Or Mac With A Powerbook Or Mac (For A Powerpoint) With A Docushare (For An Older Computer) With An Office 3.5 Or Powerbook (For

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1 Release Notes for Xerox DocuShare Client Version 6.5 Revision 2 Build 35 CONTENTS ========= WHAT'S NEW INSTALLATION SYSTEM REQUIREMENTS KNOWN ISSUES SPECIFICATIONS WHAT'S NEW =========== Microsoft Office 2013 integration, including Outlook 2013 INSTALLATION ============= You must be an administrator on the computer to install and remove DocuShare Client. Make sure you run the setup program, DSClientSetup_*.exe, to start the installation. Do not run DSClient.msi directly. The Outlook mail integration feature has been removed from the Typical Installation. If you need the feature, use the Custom installation. This revised edition no longer requires the Microsoft.NET foundation and related external libraries. The only prerequisite the revised edition needs is Microsoft C/C++ Redistributable SP1. If the prerequisite is not found, the DocuShare Client Setup will ask the installer user if it should start the prerequisite installation. Allow Setup to perform the automatic installation unless you want to manually perform that. SYSTEM REQUIREMENTS ==================== For the most current system requirements, visit the DocuShare website at - Microsoft Windows 7 (32- or 64-bit) - Microsoft Visual Studio 2008 C/C++ Redistributable SP1 (x86) for the 32-bit edition of Windows 7 - Microsoft Visual Studio 2008 C/C++ Redistributable SP1 (x86) and Microsoft Visual Studio 2008 C/C++ Redistributable SP1 (x64) for the 64-bit edition of Windows 7 - Microsoft Office 2003 with SP3, Microsoft Office 2007 with SP2, Microsoft Office 2010, or Microsoft Office Microsoft Outlook 2003 with SP3, 2007 with SP2, 2010, or Microsoft Windows Sockets (WINSOCK) library version 1.1 or higher - Microsoft Unified Security Package for the full secure transport support - TCP/IP network connection to DocuShare version 6.x or higher - Microsoft Internet Explorer version 6 or higher - 512MB system memory for 32-bit editions; 1GB for 64-bit editions

2 - 50MB free disk space for program files - 64MB (minimum) free disk space on the installation drive for work-in-progress files for 32-bit editons; 80MB for 64-bit editions - Windows Script Host version 2 or higher if file link updating in HTML and Office files is needed Supported Nuance PaperPort Versions - PaperPort Professional 11 - PaperPort 11 - PaperPort Professional 10 - PaperPort 10 Check-in/Check-out Support for Linked Files - To enable drag and drop of linked Word and Excel 2003 documents, create a custom document titled LinkedDocument with a custom property titled clientfilelink on the DocuShare server. - To enable documents to contain more than three linked documents, create a custom property for the document object titled clientfilelink on the DocuShare server. KNOWN ISSUES ============= issues: - With the DocuShare Mail Integration feature installed, if you create a DocuShare shortcut folder and open its context menu in Outlook 2003, the Delete menu item is grayed and is unselectable. The Mail Integration adds 'Remove DocuShare Shortcut' to the context menu for Outlook 2007 and It does not add the menu item to Outlook The preferred version setting cannot be removed by 'Make latest the preferred version.' The Versions pane in the Windows Client provides the ability to set and clear the preferred version. The 'Make this the preferred version' menu command works for any 6.x DocuShare server. However, the other menu command, 'Make latest the preferred version,' only works if the server is B130 or later, or after the 6.x server receives a patch. The patch enables the HTTP/XML interface of the server to accept the Client request for clearing an existing preferred version setting. Contact DocuShare Support for details on how to obtain and install the patch. - The Recent Items list does not include documents opened from within the DocuShare Outlook Client. The Recent Items list includes documents that are opened using the DocuShare Open Backstage button and includes documents opened in the DocuShare Windows Client. That's by design for the beta version. - The DocuShare Tab in Microsoft Word, Excel, or PowerPoint 2007 or 2010 does not work for documents opened by the Outlook Client, and IE Integration. - The Locked check box in the DocuShare Tab may display a check mark and the By field (which indicates who owns the lock) may be left blank if the document has been opened in the native File Open dialog of an Microsoft Office 2010 application such as Word You may edit the document. DocuShare Client will prompt you for checking in the modified document and saving it back to DocuShare as a new version of the document. - The offline check-in and check-in cancelation do not work for offline documents opened from the recent offline item list. - The routing query is not performed for documents opened for browsing from within the DocuShare Windows Client. This shortcoming will be corrected in a release version.

3 - During the x64 DocuShare Client installation, the installer may post a message box with the message, "Either there is no default mail client or the current mail client cannot fulfill the messaging request. Please run Microsoft Outlook and set it as the default mail client." This message can be safely dismissed. Installation should resume and complete normally. - An Office document opened from Outlook Client does not enable the <i>locked for editing</i> check box in the Word, PowerPoint, or Excel add-in. Issues from 6.5.0: - 'Open in Web Browser' brings up a DocuShare login site in a browser window of Internet Explorer. This happens if the DocuShare server URL is 'protected' (or is regarded as unsafe). Make sure IE's Protected Mode is off for the server URL. Follow these steps. Using IE, navigate to the server homepage. Use Tools Intenet Options of IE. Select the Security tab. Select Trusted Sites. Click the Sites button. Make sure the URL shown in the Trusted sites dialog regards the DocuShare server. Click Add. - MS Outlook hangs during startup after a DocuShare server is mapped. 1) MS Outlook 2003 and 2007 without a proper service pack or hotfix performs an extensive folder enumeration (called folder crawl). As a result, Outlook attempts to open all collections on a DocuShare server that appears in its Folder list. Depending on the extent of the collection hierarchy the DocuShare server has, the folder enumeration may take a long time and may cause Outlook to appear hung. To stop Outlook's folder crawl, refer to the instructions from the Microsoft Support site below, and apply an appropriate fix to Outlook. 2) MS Outlook 2007 enables the Microsoft BCM add-in. The version of BCM that ships with OL2007 has a bug and performs a folder crawl on mapped DocuShare server(s) which causes Outlook to appear hung during startup. The symptom is similar to case 1, although the cause is different. Microsoft has released a hotfix for correcting BCM so that it will not engage in crawling DocuShare servers. The hotfix can be downloaded from this URL. Microsoft has published a KB article on the issue at this URL. - After copying mail or file(s) to a DocuShare collection in view, MS Outlook may show a blank list If this display corruption happens, open your Inbox folder, and re-open the affected DocuShare collection. A correct list should be generated this time. The DocuShare Engineering is investigating into the problem. - Moving mail with a subject in a foreign language may not work if the background move option is enabled The Outlook Client is unable to create a backup copy of the mail if the subject line contains foreign text. Outlook will raise an error and the move operation will fail. As a workaround, turn off the background option, or use a background copy operation to upload the foreign mail to DocuShare. - Copying mail with a CDATA keyword may not work.

4 The Outlook Client uses multiple CDATA-based escape sequences to encode mail data if it contains literal CDATA text. The 6.x DocuShare server however does not support it. This issue is being investigated by the DocuShare Engineering. - After copying or moving a collection that contains objects to your local drive, you cannot delete the local folder until you restart your computer. - In this release the Records Manager feature is disabled; the feature will be available in a future release. You can use the DocuShare Web interface to create records. - The Save to DocuShare menu command in Excel 2007 fails to save the active workbook if a cell is in edit mode. Make sure no cell is in edit mode when invoking this command. - In this release the Post in This Folder feature is disabled for posting messages to collections. Use of the feature can result in an error. - After opening a mapped server or workspace in the Folder List of Outlook 2007, the right pane is blank. This is the result of an Outlook 2007 policy change that disabled the Home Page assignment feature for security purposes. To enable the feature, a change is required to the [HKEY_CURRENT_USER\Software\Policies\Microsoft\Office\12.0\Outlook\Security] key in each user's Windows registry file. Contact DocuShare Customer Support for assistance. - MS Outlook 2007 does not display file content in the preview window for some file types. - Some files contain no content when copied from a DocuShare collection using MS Outlook The mail integration, by default, does not download content data for files of the types not shown below. *.txt *.rtf *.html *.htm *.xml *.pdf *.jpg *.gif *.png *.bmp *.doc *.xls *.ppt *.vsd *.docx *.xlsx *.pptx To force the DocuShare Client to download for a file type not shown above, add the registry entry below, and append the file type specification to the list (with a semicolon separation). [HKEY_CURRENT_USER\Software\Xerox\DocuShare Client\DSCMS\Settings] "PreviewableFile.Extensions"=".txt;.rtf;.html;.htm;.xml;.pdf;.jpg;.gif;.png;.bmp;.doc;.xls;.ppt;.vsd;.docx;.xlsx ;.pptx"

5 Note that the list did not includes.pdf for earlier releases of the DocuShare Client, and that with 9.0.5, the list does include.pdf. That is because the new version of Adobe Reader (version 9) includes a built-in preview support for Outlook. - MS Outlook 2007 does not display DocuShare web view. When a server folder is opened, the DocuShare Client is supposed to display an HTML page listing the top-level collections in the message listing pane. Also, when a DocuShare Workspace folder is opened, the listing pane should display a corresponding web view from the DocuShare server. However, on Outlook 2007, the web view display does not work. - Cannot create shortcut to calendar in Outlook. Creating a shortcut to a DocuShare calendar in Outlook currently does not work. - The Send To and Address Book components are not automatically installed. The Outlook mail integration does not pre-select the mail transport and address book features. If you need them, you must use the either Custom Installation or Maintenance screen and explicitly select the features for inclusion in the installation. -Windows Logon Integration The installer in typical mode does not enable the option. Admin must use the Custom installation mode. The option uses a file to save credential data in a hard disk location that may not be accessible to nonadmin users depending on the file system permission settings of a target machine. Admin must ensure that the data location is accessible for write operations by all users of the machine. Because of that prerequisite, the option is unselected by default during the product installation. Normally, the file location is stored in the (hidden) directory, C:\Documents and Settings\All Users\Application Data\DocuShareClient It is possible to use a different directory. Use MSI property CREDMANDATADIR to specify a new location in an MSIEXEC command line. Note that even if the Logon Integration feature is installed, the feature is not actually enabled. To enable the feature, each user (including Admin) must run DocuShare Client Properties and select the Integrate with Windows Logon option (in the General tab). -Visio and Non-Microsoft ODMA applications cannot open a file from or save a file to DocuShare. Use the DocuShare Client popup menu on the system tray (task bar). Open the submenu, 'My Work Files', and uncheck the menu item, 'Disable ODMA'. Note that unchecking the item causes MS Word and PowerPoint to display a DocuShare ODMA prompt screen whenever you select the application's File Open, File Save, or File Save As menu item. -DocuShare add-in for Microsoft Excel 2003 Installation of the Excel add-in module enables you to access DocuShare files in collections from Excel. The module adds a DocuShare Open/Save menu to Excel's File menu. These menu commands may fail

6 to respond when the input focus is in an edit control (for example, when editing a worksheet cell). If this happens, press the Escape key to exit the edit process and then make sure the status bar displays a 'Ready' status before selecting the command. After saving a workbook file that you checked out from a collection, you may see an Excel macro alert when you select DocuShare Open to check out another workbook. Click the Enable button to have Excel use the DocuShare Excel add-in module. -Microsoft Office If you re-install or upgrade Office, it is recommended that you re-install DocuShare Client. -ODMA and Corel Suite 8 When opening or saving a DocuShare file from a Corel 8 application, the main application window may hide behind a concurrent application. This is an appearance problem and does not affect the editor's connection with DocuShare ODMA or the editor's general functionality. Should this happen, you can minimize the other application window and continue, or you can use the DocuShare ODMA window to open or save the file. The current DocuShare Client ODMA component does not support Corel 7 applications because they do not comply with ODMA version 1.5 protocol. Limited support may be enabled through special registry setup. Otherwise, you should either not install the ODMA component or temporarily disable ODMA by right-clicking the red Xerox icon and selecting Disable ODMA. -ODMA and Corel Suite 9 WordPerfect 9 running on Windows 2000 may not close correctly after editing and checking in a DocuShare document. If this problem occurs, disable ODMA. -ODMA and Lotus SmartSuite 97 When you check out a Word Pro file from a DocuShare collection, Word Pro may display a dialog box and list previously edited files for you to reopen, while the checked-out file is loaded in the background. The file appears partially hidden behind this dialog box. Either close the dialog box or use it to open another file. Also, under certain conditions, Word Pro may cause an ODMA splash screen to re-appear even if you select No (to indicate you want to use Word Pro's Open or Save As dialog). You cannot use the DocuShare Client ODMA component with Freelance and because the applications do not comply with or support ODMA protocols. -OLE launch causes a "Server Busy" message to display Depending on the editor application and the type of checked-out file, you may see a "Server Busy" window while you wait for the checked-out file to display. The OLE library on your computer displays this window when the OLE subsystem is waiting for a reply from the editor application. In particular, this window can display when you are trying to check out a file in a format that is older than the application version installed on your computer.

7 When this windows displays, click the Retry button until the file appears in the editor application. Or, if you know that the file format is outdated, open the editor and then check out the DocuShare file. -Search Files in DocuShare does not appear in Start menu after installation Restart Windows. -A copied mail message may lose its mail icon When copying an Outlook mail message (saved to DocuShare using Outlook Client), an HTML icon may appear next to the copied message. Refresh the view to display the mail message icon. -An icon does not appear next to a copied file If, after copying a file, an icon does not appear next to the copied file, close and reopen the DocuShare window. -Limitations in drag and drop support Dragging and dropping a file shortcut to a DocuShare collection copies the file shortcut (.lnk file) and not the original file referenced by the shortcut. When dragging and dropping a portion of a file's contents from an application window to a DocuShare collection, DocuShare Client creates a scrap file named "Scrap <editor name>." This feature may not work for some editors. Dragging and dropping a file to a collection sets the creation date to the date on which it was added to DocuShare; the file s original creation date is not retained. -Selecting a collection in the left pane displays the objects in the parent collection Under certain conditions (for example, when canceling the reopening of a collection), opening a collection results in a DocuShare Client internal conflict. Instead of displaying the content of the collection, Windows Client shows the objects in the collection one level above the collection you were trying to open. If this happens, close the DocuShare window, wait about 10 seconds, and then reopen the window. If that does not resolve the problem, restart Windows. - Saving an HTML file and its linked files to a collection that contains an HTML file with the same name DocuShare Client does not display a message when you are checking in an HTML file and its linked files to a collection that already contains an HTML file with the same name. Before checking in the new version of the file, delete the previous version. Also, if necessary, delete the collection that contains the linked files. - A collection may close abruptly after checking in a file After a file is checked in, the list of objects in the collection is automatically refreshed. However, there is a known problem with local cache updating of files and collections that causes either the current collection or the entire collection hierarchy to close. Should this happen, close and reopen the DocuShare window.

8 - Default Upload Property Values page does not open correctly in Netscape To use the Default Upload Property Values button to specify default property values, your default browser must be Internet Explorer. - Running searches using custom properties Although you can specify custom properties on the Advanced Search page in the Find Files in DocuShare window, a search does not find the objects that contain the properties. - Microsoft FrontPage cannot open a DocuShare file with a long file name Using FrontPage, you may receive a "Cannot open file..." error when you try to open an HTML file in a collection. If this happens, shorten the file name and try opening the file again. You can change the name by right-clicking the file and selecting Rename. - Microsoft FrontPage cannot open a DocuShare file in Unicode Using FrontPage, you may receive a "Cannot open this page, because it is in Unicode format" error when you try to open an HTML file saved to a collection in Unicode format. Earlier versions of DocuShare Client stored a web page from Internet Explorer's Save As dialog in Unicode. FrontPage cannot directly load a Unicode file. To work around this problem, download the HTML file, open it in Notepad, save the file using ANSI encoding, and upload the converted file to DocuShare as a new version of the original HTML file. - Cannot specify values for custom properties when creating users and groups Creating a user or group account will fail if a value for a custom property is required for the object. Use the DocuShare Web UI to create the user or group account. - When adding collections and files, a 409 Conflict Error may occur if a default property value is required When adding a collection or uploading a file to a DocuShare server that requires a value to be specified for one of the default properties, the operation may fail with a 409 Conflict Error. If this happens, display the server s properties and click the Default Upload Property Values button to specify a default value to use when adding collections and files. - A folder containing a file may not upload if a default property value is required You cannot upload a folder that contains a file if the DocuShare server requires a value to be specified for one of the default document properties. For example, Author is a default document property that an administrator can specify as required. To upload the file, first create a collection on the server and then drag and drop the file to the newly created collection. The Checkin Wizard opens, allowing you to enter a value for the required property. - Cannot use Word s New Document and Save commands to upload linked files

9 To upload a Word document that contains linked files, you should use Word's File DocuShare Save As command. When the DocuShare Checkin Wizard displays, make sure Express checkin is not selected so you can select the Upload linked files option. - A linked object in a document or worksheet may break Editors such as Microsoft Word and Excel let you create an embedded object or a linked object from an external file using the Insert Object command. DocuShare Client supports files that contain embedded objects; it does not support files with links to external files. If you upload a file with a linked object and then open the file, the editor may not be able to resolve the link to the original source file (on your computer) and may display an error. To avoid this problem, do not select the Link to File option on Word's or Excel's Create from File page. Note: DocuShare Client does support updating hyperlinks that were inserted in a Word document or an Excel worksheet. - Cannot prevent DocuShare from becoming the default ODMA provider Unchecking the custom installation option, "Allow DocuShare to become default ODMA provider", does not have the desired result. This option appears on the "Select options" page. To prevent DocuShare from becoming the default ODMA provider, edit DSClient.msi using Microsoft's Orca editor or some other MSI editor. In the Property table, change the value of ODMNewDefault from "DSODMA" to "Other". Save DSClient.msi and run it. SPECIFICATIONS =============== - Supported DocuShare server: version 2.0 or higher (some features including the thumbnail view works with version 2.2 or higher). 3.0 or higher is required for saving an HTML page or a Word document that contains references to external files as a compound document with the referenced files stored as compound elements. 4.0 or higher is required for uploading mail messages. 4.1 or higher is required for HIPAA authentication. 5.0 or higher is required for records management functions. - Supported network configuration: TCP/IP with WINSOCK Supported HTTP transport: Version Secure transport support for Windows 2000 and XP: SSL and TLS. These protocols are supported without support for a temporary or disabled server certificate. A non-authenticating tunneling proxy server may or may not be used. Client certificates are supported. - Supported web server authentication methods: NTLM, Basic, Siteminder Redirection - Proxy server support: a limites support is available for a Basic-authenticating proxy. A proxy must comply with the HTTP/1.1 tunneling specification for SSL connection. - ODMA compliance: version 1.5 document manager interface. The search interface is not supported. - Client-server interface: per DocuShare 6.0 HTTP HTML/XML protocol - Supported DocuShare commands: collection- and file-related commands excluding access control commands. Limited administrator functions are supported including creating and editing user account properties. The 3.2 version of the protocol is used to perform compound document processing. The 5.0 version of the protocol is used to perform record management-related processing. - Supported DocuShare object types: collection and file objects - Partially supported DocuShare object types: workspace, calendar, bulletin board, saved query, URL, wiki, weblog, user and group objects - Multi-parented DocuShare objects: fully supported - Administrative function: user account creation (in the server mapping wizard) - Language: US English (localized versions are available in separate installation packages)

10 - Server mapping capacity: 128 maps max. - Proxy server setting: per mapped server - Managed folders in shell extension: 1024 max. - Objects listed per shell folder: 1024 max. - Document versions in history list: 4095 max. - Displayable dates: year 1971 through year Displayed time zone: local time zone - Client-server transaction time: GMT - File type icons: 256 max. - Shell windows tracked for event notification: 32 max. - Shell windows monitored for checkout services: 40 max. - Open/save documents per ODMA session: unlimited Copyright , Xerox Corporation.