WorkSite Desktop Clients Version 9.0 Update 3 Release Notes Revision 0 This document describes new features and resolved issues for WorkSite Desktop Clients 9.0 Update 3. These release notes provide information for the following WorkSite Client components: FileSite with E-Mail Management DeskSite with E-Mail Management DeskSite with Outlook Integration Module OffSite You can retrieve the latest available product documentation from Autonomy s Knowledge Base on the Customer Support site. http://worksitesupport.interwoven.com Contents Product Documentation...2 WorkSite Desktop Clients 9.0, Update 3...3 New In This Release...3 Compatibility...5 Known Unresolved Issues...6 Resolved Issues...7 Requirements...15 Installation...17 June Published: 2013 June 2013 Copyright 2013 2009 Autonomy Corporation plc and all its affiliates. All rights reserved.
Product Documentation WorkSite Desktop Clients 9.0, Update 2...21 General Enhancements...21 Compatibility...27 Resolved Issues...27 Requirements...39 Installation...42 WorkSite Desktop Clients 9.0, Update 1...45 General Enhancements...45 Compatibility...45 WorkSite Server 9.0 Update 1 Compatibility for Clustering...45 Resolved Issues...46 Requirements...50 Installation...51 WorkSite Desktop Clients 9.0...54 General Enhancements...54 Compatibility...64 Resolved Issues...65 Requirements...68 Installation...70 Appendix A...73 Model Script for Adding Newly Imported File Types...73 Product Documentation For more information about WorkSite Desktop Clients, refer to the following documents: DeskSite Installation and User s Guide FileSite Installation and User s Guide OffSite Installation and User s Guide E-mail Management Installation and User s Guide WorkSite Express Search User s Guide 2 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 3 WorkSite Desktop Clients 9.0, Update 3 New In This Release This section lists changes incorporated in WorkSite Desktop Clients 9.0 Update 3. New Version for Redemption.dll Redemption.dll is now version 4.8.0.1184. Trusted Login Supported in WorkSite Anywhere With this WorkSite Anywhere Client release, the Trusted Login option for configuring the user connection to the WorkSite Anywhere Server is now supported. NOTE Trusted Login from a WorkSite Anywhere connection will work only if the user is logged in using a domain account and he or she has access to the domain controller. Trusted login from outside of the domain is not yet supported. New Registry Key Available To Set Application Level Proxy Instead of Relying On Internet Explorer With this release, WorkSite Anywhere clients may set a WorkSite specific proxy setting. To activate the new proxy configuration, add the following Registry Key. For 64-bit Operating Systems: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Interwoven\Worksite\8.0\ Common\Options For 32-bit Operating Systems: HKEY_LOCAL_MACHINE\SOFTWARE\Interwoven\Worksite\8.0\Common\Options Create the following key: Name: Hosted Proxy Server Type: String Value: {Proxy IP Address:Port} WorkSite Desktop Clients Release Notes 3
WorkSite Desktop Clients 9.0, Update 3 Example: The Hosted Proxy Server value for a machine with IP address 10.5.18.79 communicating on port 8081 would be: Hosted Proxy Server 10.5.18.79:8081 NOTE If the above Registry Key is not present on a workstation, it will use the proxy configuration from Internet Explorer. HTTPS (SSL) Compression is Now Supported Automatically for WorkSite Anywhere Data and File compression over HTTP with SSL connection will be used automatically for WorkSite Anywhere clients. To use this feature, you must be connected to the WorkSite Server 9.0 Update 4 or later. If you are not connected to the WorkSite Server 9.0 Update 4, then you should disable compression by setting the following Registry Key on the WorkSite Anywhere client machine. To disable this feature, add the following Registry Key. For 64-bit Operating Systems: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Interwoven\Worksite\8.0\ Common\Options For 32-bit Operating Systems: HKEY_LOCAL_MACHINE\SOFTWARE\Interwoven\Worksite\8.0\Common\Options Create the following key: Name: Use SSL Compression Type: String Values: Y - Compression enabled (default) N - Compression disabled 4 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 3 Compatibility For system requirements, see Requirements on page 15. The following build numbers are applicable for this release. Component Build Number DeskSite 9.0.3.9 FileSite 9.0.3.11 OffSite 9.0.3.4 WorkSite Desktop Clients Release Notes 5
WorkSite Desktop Clients 9.0, Update 3 Known Unresolved Issues This section lists the known unresolved issues in WorkSite Desktop Clients 9.0 Update 3. Table 1 Known Unresolved Issues Reference Number NT-32136 NT-32505 NT-32833 Description The WorkSite Client will not automatically attempt to connect using IPv6 when IPv4 is not available. Automatic detection of an IPV4/IPV6 network is not possible because the current implementation of the UDP protocol is not tunnelled. To connect using IPv6, the associated Client and Server registry configurations MUST be set to 'IPv6' to allow the client to connect using Microsoft DirectAccess. The required explicit configuration setting may cause issues when the same client workstation connects to a local network connection that is on IPv4. NOTE: The workaround for this issue is to configure separate explicit network configurations for each network in the mixed network environment. Sometimes when the user drags message to the Outlook Inbox, highlights the e-mail, and chooses the Save Attachments drop-down on the Email Management toolbar, then Outlook does not recognize the attachment and displays None instead of a list of the attached documents. On a workstation configured with the Swedish (Finland) regional settings, WorkSite fails when the user launches Excel 2010. This is a known issue in Microsoft Excel. The root cause is documented in http://support.microsoft.com/kb/320369 There are two possible workarounds. 1. Install Windows MUI and Office MUI, and then use the following steps to set up the system. Set the Windows display language to Swedish. Set the regional settings to Swedish (Finland). Set the Office display language to Swedish. 2. In the Microsoft KB article referenced above, follow workaround #3 as documented, except the directory name should be 2077 instead of 1033. NOTE: The second workaround should resolve the issue as reported, but as this is a Microsoft update, there might be unexpected side-effects in WorkSite. Autonomy recommends that you perform careful testing in your test environment before you deploy their update in your production environment. 6 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 3 Resolved Issues This section lists the resolved issues in WorkSite Desktop Clients 9.0 Update 3. General Issues Table 2 Resolved General Issues Reference Number Description NT-25930, NT-32432, NT-32435, NT-34431 NT-31773, NT-33491 NT-31845, NT-34442 NT-31952, NT-32569 NT-32006 NT-32161 NT-32181, NT-34443 NT-32256 NT-32368, NT-34748 NT-32414 While running on a CITRIX server, if a user opens an e-mail with an attachment using QuickView, FileSite or DeskSite can terminate abnormally. When a user changes the View selection (for example, from the FileSite Default View to the FileSite E-mail View), that view is not does not retained when they switch between online mode and offline mode. When the user moves multiple documents from folder to folder within the same Workspace, performance is slow due to unnecessary repeated refreshes. Outlook calls the FileSite:CopyMessage function multiple times when dragging an object between WorkSite folders. When performing a Workspace search in the Name field, the criteria in name is copied down to the full text criteria. When performing bulk import using a 9.0 client, some customers experienced unexpectedly high memory usage. With FileSite installed, if the user browses for a new printer when printing an e-mail in Outlook 2010, Outlook can terminate abnormally. With a German installation of the WorkSite client when the Office language is set to German, if the user files a large number of e-mails using the Email Management toolbar, Outlook hangs and the Email Management Toolbar flashes. If AES is installed on a workstation, then when the user tried to move a folder in WorkSite by either dragging it or by the right-click Move menu option, the file did not move and the system did not offer a prompt asking if they want to move it. The issue occurred in both FileSite and DeskSite. The Registry Key EmailAddressTypeForNewMessage does not work when configured for BCC, causing the folder e-mail address to be included in the CC field for all e-mails sent using Send and File. WorkSite Desktop Clients Release Notes 7
WorkSite Desktop Clients 9.0, Update 3 Reference Number NT-32841, NT-33849 NT-33619, NT-33899 NT-34515 Table 2 Resolved General Issues Description WorkSite did not display the overflow flag when the full text search results exceeded the bucket size during a container search. With this upgrade, the overflow message indicating that server results exceeded the value set in MaxRowsforSearch will display correctly whenever search results exceed the full text bucket size. NOTE: The resolution of this issue also requires the WorkSite Server 9.0 Update 4 or later. Unicode characters do not display correctly in the e-mail preview pane for e-mails filed using the send and file capabilities of WorkSite Communication Server 9.0 Update 1 and Update 2. Last-Modified Time of a document edited offline shows the Last-Modified Time on-line instead of Last-Modified Time off-line in the Conflict Resolution Dialog. FileSite Issues Table 3 Resolved FileSite Issues Reference Number Description NT-21642, NT-32192, NT-33443 NT-30876 NT-31679, NT-34618 NT-31818, NT-32986, NT-33245, NT-34437 NT-32140 NT-32665, NT-32782, NT-35171 NT-32682, NT-34429 When e-mails have Chinese characters in subject line, the Chinese characters show correctly inside the folder view, but they are converted to???? when the message is opened from FileSite. Users must click Save when importing a document to WorkSite, despite having values for all required profile fields on the folder and the Auto Profile E-mails or Documents via Drag and Drop option checked. When the user changes the Outlook window from the normal view (not minimized) to maximized, the Preview Pane blocks part of the document grid. With Auto-Profiling disabled, Server Side Filing disabled, and the UseBulkEmailFileCmdAlways registry option present, dragging an e-mail from an Outlook folder to FileSite and then canceling the profile screen can cause the e-mail to be deleted permanently. Duplicate e-mails are saved to flat space even if the user sets the necessary Registry Keys intended to prevent flat-space filing. When the user drags multiple documents from the desktop to a WorkSite folder with Auto-profiling enabled, only the first selected document moves. If the configuration option AddSenderNameToDescription is enabled, an additional space will be added to the description, which can result in a failure to identify the e-mail as a duplicate when Server Side Duplicate Detection is enabled. With this upgrade, the additional space will no longer be added. 8 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 3 Reference Number NT-32748, NT-32890 NT-32914, NT-33048 NT-32944 NT-33016, NT-34445 NT-33079, NT-34427 NT-33317, NT-34419 NT-33404, NT-34446 NT-33641 NT-33718, NT-34294 NT-33773 Table 3 Resolved FileSite Issues Description With FileSite installed and enabled, when the user renames an e-mail category from the All Categories menu, Outlook 2010 will terminate abnormally. The command line switches for addiman.exe which specify username and password are ignored, and use trusted login is assumed. With Auto-Profile enabled, if the user drags a document (excluding e-mail) from the desktop to a FileSite folder, then the folder does not automatically refresh. With FileSite enabled, if the user goes to the Advanced Find dialog and presses the Delete key to modify the Search for Word(s) field, then Outlook can terminate abnormally. When the user imports an Excel Binary file (.xlsb) to FileSite, the item in the document worklist in FileSite appears with a blank white icon. (Excel and Express Search display the correct icon.) The Attachment icon was not displayed in the document grid in FileSite for.dxl files even though the icon property is correctly set in the WorkSite database. Pressing the delete key to remove a message from the Find Related Messages hit list in Outlook 2007 can cause Outlook to terminate abnormally. E-mail attachment names that contain Unicode characters show as blank when opened from FileSite. When the user opens a filed e-mail with Unicode characters in the subject, the subject does not display properly. This issue is addressed in WorkSite Clients 9.0 Update 3 through the following Registry Key being set to 0 by default. HKEY_LOCAL_MACHINE\SOFTWARE\Interwoven\Worksite\Client\ FileSite Name: EnableCustomOpen Type: DWORD Values: 0 - Disables the custom open (Default) 1 - Enables the custom open IMPORTANT: If this Registry Key is set to 1, this issue will occur. Starting with Desktop Clients 9.0 Update 4, this issue will not occur regardless of what this Registry Key is set to. With Outlook closed, if a user tries to open a.msg file from a local folder (for example, their desktop), then e-mail will attempt to open but will fail and Outlook will hang with a blank window. WorkSite Desktop Clients Release Notes 9
WorkSite Desktop Clients 9.0, Update 3 Reference Number NT-33800 NT-33856 NT-33860 NT-34019 NT-34026 NT-34051 NT-34364 NT-34422 NT-34423 NT-34424 Table 3 Resolved FileSite Issues Description When the user browses to a different location than the suggested filing location, and then file e-mails using the Email Management toolbar, the item is filed in 2 locations. When users open e-mails from within FileSite on Outlook 2003 with Exchange 2010 in non-cached Exchange mode, Outlook does not recognise external recipients as a valid e-mail address, so the user cannot reply to that person. The Registry Key for configuring the icon size on the Outlook 2010 ribbon bar is not being properly read, which causes icons on the WorkSite tab of the ribbon bar to be the large icons by default. The default icon size should be normal (or small). When the user updates a document profile, they sometimes experience poor performance due to an unnecessary refresh of the entire FileSite tree. If an Outlook folder has sub-folders, selecting Move/Copy Folder to copy the Outlook folder to Worksite creates only the first level folder in WorkSite, and puts all e-mails from all sub-folders in that one WorkSite folder. Without Email Management installed, when users select Save Attachments->All Attachments on an e-mail with multiple attachments, sometimes the attachments get swapped around. When the user enables Registry Key AskforAttachmentsDuringImport, which turns on prompting to save e-mail attachments separately during dragging, the user receive the error message: Unable to retrieve document x from its archived location because the database cannot be accessed. When a document in a folder contains comments longer than 2047 characters and the Comments field is a column header to the FileSite grid of the folder's default view, then Outlook can terminate abnormally. (This is not an issue in DeskSite.) When the user opens Quickview on a Profile tab that contains comments longer than 281 characters, then Outlook can terminate abnormally. The number of documents in a folder is incorrectly displayed if the allowed maximum is increased from a lower limit to a number higher than the actual number of documents in that folder. 10 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 3 Reference Number NT-34430 NT-34701 NT-35125 NT-35172, NT-35374 Table 3 Resolved FileSite Issues Description The Avaya add-in interferes with a new FileSite feature introduced in 8.5 SP3 Update 5 that disables the reply/reply all functions for non-email types in Outlook 2010. As a result, the reply/reply all functions will be inadvertently disabled for emails. As a workaround to this issue, you can disable the new FileSite feature using the Registry Key noted below: HKEY_CURRENT_USER\SOFTWARE\Interwoven\WorkSite\8.0\ FileSite\ Name: EnableReplyActions Type: DWORD (32) Values: 0 - Disable the feature to programmatically control the reply/reply all actions for non-email items 1 - Enable the feature to programmatically control the reply/reply all actions for non-email items (Default) Customers using the Avaya add-in who desire to enable the new FileSite feature, should contact Avaya for assistance. QuickViewing an e-mail sent through WCS shows incorrect non-latin characters (for example, å ä ö) when the file is UTF-8 encoded. When the user drags an e-mail with multiple attachments to WorkSite and attempts to save some of the attachments, WorkSite sends an error message: Unable to retrieve document x from its archived location because database cannot be accessed. When the user attaches a document to an Outlook Meeting with the Insert WorkSite Attachment option, then WorkSite offers 2 options: Insert As A Link or Insert As A Copy. If the document is not the most recent version, when the user selects Insert As A Link, then WorkSite prompts that there is a more recent version of the document available. However, when the user selects Insert As A Copy, then WorkSite does not prompt that there is a more recent version available and uses the selected older version. DeskSite Issues Table 4 Resolved DeskSite Issues Reference Number Description NT-30212 Some Lotus notes e-mails appear blank or incorrectly in the DeskSite Quickviewer. WorkSite Desktop Clients Release Notes 11
WorkSite Desktop Clients 9.0, Update 3 Email Management for Outlook Issues Table 5 Resolved Email Management for Outlook Issues Reference Number Description NT-25286, NT-34584 NT-31054 NT-31655 NT-32326 NT-32556, NT-33942 NT-32712 NT-32969 NT-33055, NT-34155 NT-33130, NT-31529 NT-33453 NT-33640 After a user files an e-mail from the Outlook Explorer View, the Outlook keyboard shortcuts stop working. When some users click on the Where Filed sub-menu, the Actions drop-down menu on the Email Management Toolbar collapses. After the user files an e-mail from the Inbox using the File button on the Email Management toolbar, the toolbar becomes unresponsive. The Filing Status button on the Outlook 2010 Ribbon Bar was incorrectly enabled for WorkSite folders. The button is only applicable to Outlook folders. When the user selects a workspace in the Send And File dialog, if the Cryptshare add-in is enabled in Outlook, they receive an error message: Invalid Filing Location. If the user files an open e-mail using the Filing toolbar and then clicks anywhere on the open e-mail, the message moves to the background and the Inbox moves to the foreground. In an English language installation of the WorkSite client with the Office language set to a non-english language, if the user files multiple e-mails using the Email Management Toolbar, then Outlook hangs and the Email Management Toolbar flashes. If user attempts to close the same e-mail multiple times, Outlook can terminate abnormally. To control this issue, set this Registry Key to 0. HKEY_CURRENT_USER\Software\Interwoven\WorkSite\8.0\EMM\ Config Name: CloseEMailOnDelete Type: DWORD Values: 0 - Will not close the e-mail window when Delete is selected 1 - Will close the e-mail window when Delete is selected (Default) NOTE: To control this issue, WorkSite will keep the cursor busy until the file operation has completed, and then close the e-mail window. The Insert URL option on the Insert WorkSite Attachment dialog failed to insert the document URL in an e-mail message in Outlook 2010. When the user performs Send and File on an e-mail, if they select the Private option, then the Email Management client adds an improper space in the folder e-mail address. Therefore, Exchange cannot forward or file the message. After the user performs Send and File, e-mails are not flagged consistently in the Sent Items folder. 12 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 3 Reference Number Table 5 Resolved Email Management for Outlook Issues Description NT-33742, NT-34416 NT-33749 NT-33790 NT-34017 NT-34304 NT-34417 NT-34433 NT-34434 NT-34772 NT-34774 With the default language in the Windows System Locale is Chinese or Japanese, when the user files multiple e-mails using the Copy E-mail to WorkSite option, then Outlook terminates abnormally. When the user opens an e-mail from FileSite and inside the open message selects the Save Attachments New Document button from the Email Management Toolbar, then WorkSite does not save the message and generates an error message: This E-Mail has been opened as read-only from WorkSite. Changes to this E-Mail cannot be saved. NOTE: If the user repeats the action, the operation completes successfully. With Exchange set to Determine By Individual User Settings, when the user files a plain text e-mail with attachment[s] using Send and File, the e-mail does not display correctly in the QuickView panel. Users sometimes experience poor performance due to repeated attempts by the Email Management for Outlook toolbar to connect to a server that is unavailable. The presence of a hyphen in the configured FirmID will prevent the Inbox Filer from filing e-mails. When some users launch Outlook, the first Drag And Drop is queued to be filed on the server side, but all future jobs are filed on the client side. With Outlook in Online mode (Cached Exchange Mode off) and with Email Management enabled, scrolling through e-mails using the arrow keys is slow and gets stuck consistently. When a user tries to view or create a new link for a WorkSite folder and they do not have an explicit security entry for that folder, they get an error message: %USER% does not have write access to %FOLDER%... Drop down list from buttons on Email Management for Outlook Toolbar do not retract when the user clicks away. When the user copies an Inbox folder to a WorkSite folder using the Copy Folder button on the E-mail Management toolbar, document types other than e-mails (for example: PDF, Excel, or Word), are converted to type MIME. NOTE: Client-Side Filing will copy all file types. Server-Side Filing supports only type MIME. WorkSite Desktop Clients Release Notes 13
WorkSite Desktop Clients 9.0, Update 3 Email Management for DeskSite Issues Table 6 Resolved Email Management for DeskSite Issues Reference Number Description NT-29263 NT-34456 HTML e-mails are converted to plain text after Client Side Filing when the user drags then to DeskSite or files them from the Email Management toolbar. When an Outlook folder links to a WorkSite folder, the icon can overlap the Favorites pane inside Outlook when the user scrolls through the tree. Office Integration Issues Table 7 Resolved Office Integration Issues Reference Number Description NT-29706, NT-34432 NT-33515 NT-34370 NT-34534 NT-33606 NT-34266 If the user is running both Word and Outlook, then the Word File Open dialog (either Enhanced or Classic) is not modal and therefore clicking outside the dialog boxes can hide them behind another Word document. When the user saves an Excel workbook that has sharing enabled to WorkSite, a copy is removed from the NRPortbl directory. That caused the document to remain checked-out when closed. The user cannot disable child fields (Custom2 and Custom30) when their values are null. With passive integration enabled (GUI-Mode = Corporate), the user is incorrectly prompted with a WorkSite Save Dialog on close of a new Excel Workbook. Acrobat Integration Issues Table 8 Resolved Acrobat Integration Issues Reference Number Description NT-31352, NT-34436 If the User-Id of the logged in user contains a period, then PDF documents remain checked-out after the user closes the document or exits Acrobat. 14 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 3 Requirements Refer to the WorkSite 9.0 Supported Platforms and Applications datasheet for a complete list of operating systems and software that are supported by or compatible with FileSite with E-Mail Management, DeskSite with E-Mail Management, DeskSite with Outlook Integration Module, OffSite. IMPORTANT Before installing any of the WorkSite Desktop Clients 9.0 Update 3, you must first install WorkSite Server 9.0 or later. imanage FileSite, DeskSite, and OffSite clients 9.0 Update 3 are not compatible with versions of WorkSite Server released prior to 9.0. IMPORTANT If you use WorkSite Anywhere and want to install the WorkSite Desktop Clients 9.0 Update 3, you must first install the WorkSite Server 9.0 Update 3 or later. The WorkSite Anywhere feature in the 9.0 Update 3 clients cannot connect to WorkSite Server earlier than 9.0 Update 3. When installing more than one of the WorkSite Desktop Clients on the same computer, do not mix versions from different releases. For example, do not install DeskSite 9.0 Update 3 with OffSite 9.0 Update 1. When installing more than one of the WorkSite Desktop Clients on the same computer, install all of them to the same location. This method prevents any mismatches between common files used by the clients. FileSite, DeskSite, and OffSite 9.0 Update 3 require the installation of the Microsoft.NET 3.5 SP1 framework. The setup.exe installer checks for this framework version during the installation process and installs the necessary files automatically. The installation of these components may require a reboot of the system. The installers will automatically restart after the reboot. FileSite or DeskSite 9.0 Update 3 must be installed prior to installing OffSite 9.0 Update 3. OffSite 9.0 Update 3 installs a local version of Microsoft SQL Server Compact 3.5 SP2 to store and manage offline documents and synchronization. Refer to the OffSite Installation and User s Guide for more information. Use only SQL WorkSite Desktop Clients Release Notes 15
WorkSite Desktop Clients 9.0, Update 3 Server Compact 3.5 SP2 for OffSite. Do not update any newer Service Packs without contacting WorkSite Technical Support. NOTE In order to use OffSite, Cached Exchange Mode must be enabled in Outlook. NOTE OffSite requires the same User ID in order to connect to multiple WorkSite servers. You can configure the number of seconds before OffSite abandons a folder or workspace search to the WorkSite Server. In the following key in the registry: HKEY_CURRENT_USER\Software\Interwoven\OffSite Create a DWORD value: Name: Timeout Value: [Duration of the search timeout in seconds] (Default: 90 seconds) NOTE If you set the Value to 0 or less, OffSite uses the default. TIP To optimize the OffSite Synching progress and prevent premature timeouts during a synch, set the Value to 120. Adobe Acrobat Reader X included a feature called Protected Mode that limits an application s access to registry and file systems. This feature is enabled by default. Because Acrobat Integration requires full access to the local machine, you must disable this feature. a. From the Acrobat Edit menu, select Preferences and click General. Clear the Enable Protected Mode at Startup check box and click OK. German Localized Installation Requirements If you want to install a non-english version of DeskSite and FileSite, to ensure that the localized DeskSite and FileSite work properly, you need to install both the Windows MUI and the Office MUI. You also must align and match the following language and locale settings: Formats, currency, and so on (set through regional settings) 16 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 3 Windows display language (set through regional settings) Office display/edit language (the default settings is to follow Windows language settings) For example, if you installed the localized German version of DeskSite and FileSite, you need to set: Format, currency, and so on to be German (sub language is not limited to Germany) Windows display language to be German Office display language and edit language (default, no change needed) English WorkSite Client Installation Requirements On A Desktop With Multiple Language Support If you want to install the English version of DeskSite and FileSite, but want to change the regional settings to non-english on Windows 7 Enterprise, you need to install both the Windows MUI and the Office MUI for that region. You also must align and match the following language and locale settings: Formats, currency, and so on (set through regional settings) Windows display language (set through regional settings) Office display/edit language (the default settings is to follow Windows language settings) For example, if you installed the English DeskSite and FileSite, but changed regional settings to Hebrew, you need to install both Hebrew Windows MUI and Office MUI, and then change all the language settings listed above to Hebrew. Installation This section contains information about installing WorkSite Desktop Clients. For complete instructions on installing and deploying WorkSite Desktop Clients 9.0 Update 3, refer to the associated Installation and User Guides available on the Customer Support Site. To avoid any risk of losing modified offline content, it is recommended that you perform a full synchronization with the online repository before uninstalling an existing installation of OffSite. Enable the new WorkSite Server 9.0 features that also require the Desktop Clients 9.0 Update 3 only after you upgrade all clients to WorkSite 9.0 Update 3. Refer to the relevant WorkSite Server 9.0 Release Notes for more details. WorkSite Desktop Clients Release Notes 17
WorkSite Desktop Clients 9.0, Update 3 NOTE Remove the FileSite Views files (*.vdm) in the %APPDATA% \ioutlook directory before installing the 9.0 Update 3 FileSite clients. Upgrade Installation Users running WorkSite Desktop Clients 9.0 Update 2, Update 1, or WorkSite Desktop Clients 9.0 can install this version of WorkSite Desktop Clients using the 9.0 Update 3 patch installer. Users running a version of any WorkSite Desktop Clients prior to 9.0 must first uninstall all components, and then proceed with the full 9.0 Update 3 installers. To upgrade to 9.0 Update 3 using the patch installer: 1. Close all running applications. 2. Run the patch installer for DeskSite, FileSite, or OffSite. Full Installation To install the WorkSite Desktop Clients 9.0 Update 3: 1. Close all running applications. 2. Verify that all existing versions of imanage WorkSite clients have been uninstalled. 3. Run the setup.exe installer for DeskSite, FileSite, or OffSite. 18 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 3 For a DeskSite installation, select whether to include DeskSite only, DeskSite with Outlook Integration Module, or DeskSite with E-mail Management. For a FileSite installation, select whether to include FileSite only or FileSite with E-mail Management. WorkSite Desktop Clients Release Notes 19
WorkSite Desktop Clients 9.0, Update 3 Silent Installation To install the WorkSite Desktop Clients in silent mode, use the following command line syntax: DeskSite/FileSite Only Setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=OFF" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=OFF DeskSite/FileSite with E-mail Management setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=ON /l*v install.txt" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=ON DeskSite with Outlook Integration Module Setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=OIM" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=OIM NOTE Outlook Integration Module is supported for DeskSite only. OffSite Setup.exe /s /v"/qn SERIALNUMBER=<serial number>" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> 20 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 Post Installation Steps Enable DDE for Word 2007 and Excel 2007 Application Formats You must enable Dynamic Data Exchange (DDE) to support Excel 2007/2010 and Word 2007/2010 files. Verify that all WorkSite databases include the Word 2007 and Excel 2007 application formats and that DDE is enabled for these formats. This is the default setting for new WorkSite 9.0 databases. Refer to the WorkSite Server Administrator s Guide for steps to configure these settings using the WorkSite DBAdmin tool. WorkSite Desktop Clients 9.0, Update 2 General Enhancements This section lists changes incorporated in WorkSite Desktop Clients 9.0 Update 2. Any Language Search Option Renamed to "--" The Any Language Search Option has been renamed to "--" in the Document Search Dialog, and in the Miner and Express Search clients. Selecting this option invokes the default query language applied to the WorkSite Indexer Server. Auto Profile for DeskSite DeskSite now offers a new Auto Profile feature for dragging locally stored e-mails and documents into DeskSite. When the feature is enabled, any locally stored e-mails or documents dragged into DeskSite will automatically be saved into WorkSite without showing the Save As or Profile dialog for each document, whether importing one item or more. For documents not to be prompted with a Save As dialog, any compulsory meta-data fields required by your system, including Document Class, must be pre-profiled though either the new Document Default profile option in DeskSite or through the target folder s metadata (except for Author or Operator fields). With this feature enabled, a default Document Class of E-mail is automatically applied by DeskSite to locally saved e-mails upon import. WorkSite Desktop Clients Release Notes 21
WorkSite Desktop Clients 9.0, Update 2 NOTE Auto Profile applies only for local documents, but not for documents already saved within WorkSite when copying. Double Check-In Conflict Prevented Previously, if the user tried to check-in a document where the WorkSite type was configured for an integrated application but the primary application was not turned on, both the host application and the integrated application tried to check-in the document. Sometimes, WorkSite Middleware did not prevent the second check-in of the document, which caused the resulting file to be empty, corrupted, or missing the latest edits. With this update, when the user attempts that action, they will get a warning that they may not use Save As New Version on a document that is checked-out in non-integrated mode. The resolution of this issue is not complete, and research will continue. See also NT-32227 on page 29 in Resolved General Issues. EAI Dialog Supports CTRL + 9 The EAI Dialog supports the CTRL + 9 hot key to shift the focus into the Query Box Edit Control in an Express Search pane. Enabling Inbox Filer The Inbox Filer requires the user to set a "Duplicate Detection Type" Registry Key value for the WorkSite Server. Customers running WorkSite Server 9.0 or later should ensure that the key is present on the server and set for one of the allowable values. It does not matter which value you select, as long as you set it. For information on how to set the Duplicate Detection Type Registry Key, refer to the WorkSite Server 9.0 Release Notes. Improvement to Refresh Folders from Integrated Applications Performance Previously, following a document checking-in from an integrated application, FileSite attempted to automatically refresh the document status. A delay could occur if the refresh time extended either because the document exists in a folder containing a large number of items or if a large number of WorkSite folders were 22 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 active in the FileSite tree. In such cases, Microsoft Outlook could appear to hang during the checkin process after closing a Microsoft Word or Microsoft Excel document. By means of a registry configuration, we have now changed the default FileSite behavior to refresh only the Document Worklist and the currently selected folder in FileSite. Configure this option as below: HKEY_LOCAL_MACHINE\Software\Interwoven\WorkSite\8.0\FileSite\ or for 64-bit operating systems: HKEY_LOCAL_MACHINE\Wow6432Node\Software\Interwoven\WorkSite\8.0\ FileSite\ Refresh Folders From Integrations Create the DWORD value: Name: Refresh Folders From Integrations Values: 0 - Do not refresh any folder when document is saved from Office applications 1 - Refresh all opened folders (Former default value) 2 - Refresh the document worklist and targeted folder (New default value. This option is applied even if this Registry Key is not created.) KeyView Updated Version KeyView version 10.15 is embedded with this release of the WorkSite Desktop Clients. This version of KeyView offers support for the following new file types: 256-bit AES encrypted PDF files AD1 evidence files AutoCAD Drawing 2004 (viewable) AutoCAD Drawing 2010 (viewable) CorelDraw versions 10, 11, and X3 (viewable) CorelDraw version 12 efax documents Google SketchUp GroupWise FileSurf e-mails (viewable) WorkSite Desktop Clients Release Notes 23
WorkSite Desktop Clients 9.0, Update 2 Hangul 2010 files (viewable) Ichitaro 2011 files (viewable) Lotus Notes NSF files Microsoft OneNote files Password-protected Microsoft Excel files Password-protected PDF files Password-protected PowerPoint 97 through PowerPoint 2003files Password-protected Word 97 through Word 2003 files Windows Journal documents NOTE To successfully import these new file types, you also need to be running WorkSite Server 9.0 Update 3. If you are creating a new Database using WorkSite Server 9.0 Update 3, these file types will be available automatically. If you are upgrading your WorkSite Server to WorkSite Server 9.0 Update 3 and wish to utilize these new file types, you will need to run a SQL Script to add them. See Appendix A at the end of this document for a model script. Office Integration SDK Backward Compatibility In the upgrade from 8.5 SP2 to 8.5 SP3 and 9.0, various aspects of the underlying technology (such as XML codes and the Office Integration interface) changed. As a result, some user-created macros and other tools stopped working. With WorkSite Desktop Clients 9.0 Update 2, all SDK components are now backwards-compatible with all previous 8.5 versions. Option to Disable Suggestive Filing Location The Registry Key for this feature now gives three options. To configure this new feature, complete the following steps: 1. Open Regedit. 2. Add the following key "DisableDefaultSuggestion" as a DWORD at the location HKEY_CURRENT_USER\Software\Interwoven\WorkSite\8.0\EMM\Config 24 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 DisableDefaultSuggestion The below options offer the following behavior when set: 0 - [Default] Upon selecting or opening an e-mail, immediately provide a suggestion location within the E-mail Management Toolbar. 1 - Upon selecting or opening an e-mail, no suggestion is immediately displayed in the E-mail Management Toolbar. However, the suggestion query will still run and display a blue lightbulb in the Toolbar in the right hand corner of the Suggestions Field. Click on this icon to display the suggestions. 2 - Suggestion locations are provided only when the end user clicks on the E-mail Management toolbar drop down control (the small down arrow to the right of the E-mail Management Suggestion field). Option 2 is suggested for use in the following customer environments: a) The Outlook application is configured to not use a local cache. b) End users are connected to Exchange or WorkSite servers using a VPN connection or a slow network connection. Registry Key For GUI Mode Can Be Configured On A Per-User Basis The Registry Key GUIMode = Corporate can now be set from either HKEY_CURRENT_USER or HKEY_LOCAL_MACHINE to enable this feature to be configured on a per-user basis. The default value of the key is set to N if the key is not present under HKEY_CURRENT_USER.. HKEY_CURRENT_USER\SOFTWARE\Interwoven\WorkSite\8.0\Integration\ Options "GUIMode"="Corporate" Registry Keys For Local Open And Local Save As Can Be Configured On A Per-User Basis The Registry Keys LOCALOPEN and LOCALSAVEAS can now be set from the HKEY_LOCAL_MACHINE or HKEY_CURRENT_USER to enable these features to be configured on a per-user basis. The default values of the keys are set to N if the key is not present under HKEY_CURRENT_USER. HKEY_CURRENT_USER\Software\Interwoven\WorkSite\8.0\Integration\ MenuSettings LOCALOPEN "N" HKEY_CURRENT_USER\Software\Interwoven\WorkSite\8.0\Integration\ MenuSettings LOCALSAVEAS "N" WorkSite Desktop Clients Release Notes 25
WorkSite Desktop Clients 9.0, Update 2 Saving Documents From a Search Folder When launching a document from a Search Folder, then performing Save As in an Office application, the location of the Save As dialog now points to the location listed under the Where Used option. When a document has multiple locations listed in Where Used, the Save As dialog will point to the first location found. Support for German Language Localization The following WorkSite Desktop Clients now include German language support. FileSite DeskSite OffSite For additional information on installing German localized clients, see German Localized Installation Requirements on page 41. WorkSite Anywhere Performance Improvement (Requires WorkSite Server 9.0 Update 3) WorkSite Clients 9.0 Update 2 includes a performance improvement when using WorkSite Anywhere. This enhancement requires a corresponding change in the WorkSite Server 9.0 Update 3. If you use WorkSite Anywhere, before upgrading your WorkSite Clients to 9.0 Update 2, you must first upgrade your WorkSite Server to 9.0 Update 3 or later. See also the second IMPORTANT Note under Requirements on page 39. WorkSite Miner Now Appears in Workspace Right-Click Menu By Default The Right-Click menu against a workspace in DeskSite and FileSite now offers a Miner Search option by default. Selecting this option will invoke the Miner Search dialog with the search scope already set to the workspace, providing Express Search is already running on the client. 26 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 Compatibility For system requirements, see Requirements on page 39. The following build numbers are applicable for this release. Component Build Number FileSite 9.0.2.47 DeskSite 9.0.2.38 OffSite 9.0.2.14 Resolved Issues This section lists the resolved issues in WorkSite Desktop Clients 9.0 Update 2. General Issues Table 9 Resolved General Issues Reference Number Description NT-27424 NT-28209 NT-28495 NT-30175 NT-30346 NT-30563 NT-30805 NT-30849, NT-31614 A Document Number search inside the Insert WorkSite Attachment dialog window returns zero results. When the user drags certain HTML e-mails into WorkSite, they do not display correctly in Quickview. IManExt.Import.DeleteLocalFiles does not delete files from a local directory. When the user attempts to checkout a document to drive A:, the WorkSite Client pauses for a few seconds, and then terminates. When the user performed Undeclare on a document, the Client put an unnecessary entry in the History. This action was not needed because the server already created the desired entry. When the user removes form control buttons using the Dialog Editor, the buttons do not disappear. When the user clicks an NRL and does not have access to the document, the error message now provides a more accurate and complete response. When the user clicks Open from Visio, Visio is not applied in the filter. WorkSite Desktop Clients Release Notes 27
WorkSite Desktop Clients 9.0, Update 2 Reference Number NT-30885 NT-30908 NT-30913 NT-31321 NT-31392 NT-31402 NT-31436 NT-31438 NT-31475 NT-31486 Table 9 Resolved General Issues Description WorkSite Anywhere performance deteriorates over HTTPS. NOTE: As a result of this improvement, if you use WorkSite Anywhere, before upgrading your WorkSite Clients to 9.0 Update 2, you must first upgrade your WorkSite Server to 9.0 Update 3 or later. "Custom Fields Map" Registry Keys are not applied when using Classic Integration. When opening a document that was imported into a user's non-preferred Database and the Type doesn't exist in the user's Preferred Database, the user receives the following error message: "One or more documents could not be opened." A Search.nrs script resets its location to the database instead of the folder or WorkSpace when used with WorkSite Client 8.5 SP2. The UseEncryption Registry Key does not work as expected with WorkSite Desktop Clients 9.0. The DELETE key sometimes does not function in new e-mail message. If you set Outlook with the calendar page as your default, when you switch to your mailboxes, then Outlook hangs when you change folders. When the user attempts to open an NRL link to a folder or workspace that was generated from a different server than they are connected to, there is no error message when the link cannot be resolved. Outlook hangs on exit if the FastShutdownBehavior Registry Key for Outlook is set to 2. Command line operation for purging echo documents launches the Portbl32 application, but does not purge the documents. NOTE: If the echoed document has been modified, then by design it cannot be purged, either manually or automatically. 28 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 Reference Number NT-31806 NT-32111 NT-32227 Table 9 Resolved General Issues Description Saving.anx files as New Document or New Version gives a document management error. When the user tried to file an e-mail using Client Side Filing and with Auto-Profile on, sometimes the Import command fails, which generates an error message and causes Outlook to terminate abnormally. When the user checks out a WorkSite document with a type value indicating an integrated application, but they open it using a non-integrated application, then when they check it back in, both the non-integrated application and WorkSite perform the action. That conflict sometimes results in the total loss of contents of the document. With this update, WorkSite now ensures that the integrated application takes precedence, and will issue a warning if the user attempts a non-integrated check-in on a document opened by an integrated application. FileSite Issues Table 10 Resolved FileSite Issues Reference Number Description NT-26121 NT-29447 NT-29912 NT-29936 NT-30163, NT-31048 NT-30205 NT-30209 NT-30217, NT-31057 The user is unable to mark a task/message as completed after it has been filed to WorkSite. KeyView-text in a PDF document are overlapped when displayed in the viewer. Users are not able to customize the FileSite Menu using the Legacy 8.0 registry keys. In the FileSite Tree structure, the right click context menu references the highlighted folder instead of the clicked folder. After a user files an item to a WorkSite folder using drag or send+file, the user has to manually refresh on the WorkSite folder to see the filed e-mail. Sometimes Outlook can terminate abnormally when editing the subject line in e-mail then saving it. When dragging a document to a WorkSite Folder with Auto-Profile E-mails set, FileSite still prompts the user with the New Profile Dialog. When adding numeric fields (Custom 17-20 ) to the FileSite views, the content of the fields do not display in the view. However, the content does display in the numeric field, when you right-click on the document and bring up the properties dialog. WorkSite Desktop Clients Release Notes 29
WorkSite Desktop Clients 9.0, Update 2 Reference Number NT-30270 NT-30323 NT-31102 NT-30856 NT-30876 NT-30877 NT-30914 NT-30925 NT-30929 NT-30934 NT-30981 NT-31018 NT-31045 NT-31047 NT-31049 Table 10 Resolved FileSite Issues Description When a top-level node such as the My Favorites or My Matters in FileSite is hidden, the FileSite nodes do not expand in offline mode after Offsite sync. The WorkSite Home Page command does not refresh the web page after the initial display. When a user in one workspace tries to move to a different workspace, FileSite updates the URL, but continues to display the first workspace. Changed the WorkSite ribbon caption from "Add documents" to "Add document." FileSite's preview pane does not refresh when the document grid refreshes. Users must click Save when importing a document to WorkSite, despite having values for all required profile fields on the folder and the "Auto Profile E-mails or Documents via Drag and Drop" option checked. The Document Worklist does not refresh when closing an integrated application. Outlook hangs for a period of time after entering FileSite E-mail Profile Defaults and clicking the Save button. If users send an e-mail to a WorkSite folder and they attach an HTML e-mail to a new e-mail, the attachment converts to plain text. The Document Search dialog pops up twice when using the Enter key on the keyboard to execute the search. When the user adds a Workspace to My Matters / My Favorites using the Add to My Matters / Favorites button, WorkSite shortcuts in the MS Outlook Favorites Folder disappear. FileSite displays incorrect icons for all FileSite nodes after installing Chinese Simplified PRC language package. If two Outlook windows are open, replying to a highlighted e-mail in the Inbox in the first window can generate an e-mail with a document attachment if a WorkSite document is selected in the second Outlook window. Outlook 2010 can terminate abnormally on MSVCR90.dll when opening an Outlook note, highlighting text, and deleting text with DELETE key. When the user saves a new document from Office to a WorkSite folder, the target folder Outlook does not refresh. FileSite icons are not displayed correctly in Outlook 2010 with Hebrew Language Pack installed 30 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 Reference Number NT-31092 NT-31095 NT-31096 NT-31097 NT-31098 NT-31099 NT-31101 NT-31104 NT-31108 NT-31116 NT-31118 NT-31140 NT-31150 NT-31272 Table 10 Resolved FileSite Issues Description Moving an e-mail to a WorkSite folder from within an open e-mail window causes Outlook to terminate abnormally. With Cached Exchange mode enabled, if the connection mode is set to "Let FileSite decide", FileSite switches to Offline mode. Outlook sometimes terminate abnormally when referencing imfilesite.dll. Multiple attachments sent by e-mail sometimes have the same document content. To resolve this issue, install Microsoft Office 2010 SP1. With the FileSite Add-In enabled, Outlook becomes unresponsive for a longer than expected period of time when large amount of e-mail is selected. Outlook 2010 hangs when selecting a large number of e-mails in the Inbox with Cached Exchange Mode disabled. Under certain circumstances, an incorrect attachment is added to an e-mail after selecting the Insert attachment from WorkSite button. The user cannot drag, Copy, or Move e-mail from Outlook to a WorkSite folder, even when they have full access permission to that folder. Opening a URL saved into WorkSite will convert uppercase characters in the URL string to lowercase. Hitting CTRL + R on an e-mail filed in FileSite causes Outlook to terminate abnormally. Clicking on the Switch Mode command on the WorkSite ribbon causes Outlook to terminate abnormally. The ALT+L Hotkey for bringing up the Reply to All action has been disabled on the document list in FileSite to avoid conflicts with language-specific keyboards which rely on the ALT+L key combination to enter language-specific characters. This issue applies only to Outlook 2010, as the Hotkey combination has already been disabled in Outlook 2007 and Outlook 2003. With multiple Outlook Calendar windows open, when dragging an item from one time slot to another, Outlook terminates unexpectedly. When the user clicks the Remove All Searches button in the WorkSite tab in Outlook 2010, Outlook can terminate abnormally. WorkSite Desktop Clients Release Notes 31
WorkSite Desktop Clients 9.0, Update 2 Reference Number NT-30823, NT-31140, NT-31298, NT-31305 Table 10 Resolved FileSite Issues Description The ALT+L and Right ALT+L Hotkeys for bringing up the Reply to All action have been disabled on the document list in FileSite to avoid conflicts with language-specific keyboards which rely on the ALT+L and Right ALT+L key combinations to enter language-specific characters. This issue applies only to Outlook 2010, as these Hotkey combinations have already been disabled in Outlook 2007 and Outlook 2003. NT-31453 Cannot change to another view on folders in Office 2010. NT-31454 FileSite Views sporadically become corrupted in Outlook 2010. NT-31455 NT-31993 NT-31996 NT-31997 NT-31998 NT-32004 NT-32079 When a user changes a FileSite document folder from the Default FileSite View to another view (such as e-mail FileSite View) and then re-launches Outlook, the view reverts to FileSite Default View. The Quick Print button in Outlook does not print the contents of an e-mail, just the header. URLs imported to WorkSite are rendered as text instead of as a link. Sometimes Outlook freezes at launch when initializing FileSite Add-Ins. When E-mail Management for Outlook is not installed, when using the Save Attachments button from the home tab in Outlook to save an attachment with an ampersand in the name, the user gets an error message: "imanextmail.saveattachmentscmd command failed..." In FileSite, when the user launches a document search using Enter key on keyboard, the Workspace search dialog pops up immediately. If a user selects e-mails plus other message types (such as calendar invitations, out of office replies, or message receipts) from their Inbox and drags them to WorkSite, they are not queued for Server Side Filing. DeskSite Issues Table 11 Resolved DeskSite Issues Reference Number Description NT-30040 NT-30239 NT-30458 E-mails cannot be imported by dragging from Outlook to DeskSite. When the user drags a document to the desktop, DeskSite does not record history actions. When performing CTRL + drag of a document from DeskSite into New Mail message, the title of the document does not apply the "Use Description for Mail" setting. 32 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 Reference Number NT-30915 Table 11 Resolved DeskSite Issues Description When "NRLFileFormat" is configured with the value of "1(2)_3" for Document(number)_Description, DeskSite writes the NRL as docnum_version(database). NOTE: As shown in the WorkSite Desktop Client Customization Guide, for the NRLFileFormat to work correctly, you must set the following Registry Key. HKEY_CURRENT_USER\Software\Interwoven\WorkSite\8.0\Common\ Advanced Options Create a STRING value: Name: Use Description for Mail Value: N NT-31085 NT-31320 CTRL + drag of a document from DeskSite to new e-mail message in Outlook results in the error message: Cannot find this file. Verify the path and file name are correct. For customers in a non-mattercentric environment who also use author-based security templates, when saving confidential documents, it was possible for users unintentionally to always apply the author-based template instead of choosing whether or not to inherit existing security settings. E-mail Management for DeskSite / FileSite / Outlook Issues Table 12 Resolved E-mail Management for DeskSite / FileSite / Outlook Issues Reference Number Description NT-28294 NT-28714 NT-29065 NT-29170 NT-30161 NT-30164 Outlook intermittently hangs when sending e-mails. The user is unable to uncheck the File Messages As Private checkbox on the properties of a Filing Folder. With Auto-Profiling of e-mails disabled, filing an e-mail as Private using the E-mail Management Toolbar changes the default security to Private but does not remove the ACL. The Send and File dialog hangs when filing an e-mail to a public subfolder to which the user has Full or Read/Write Access, when the subfolder has uninherit permissions from its parent unchecked and the parent workspace has a default security level of Private. Opening an e-mail from the Inbox and moving it to WorkSite using the Outlook Move option can cause Outlook to terminate abnormally when E-mail Management for Outlook is installed. Some messages do not get an hour glass when filed. WorkSite Desktop Clients Release Notes 33
WorkSite Desktop Clients 9.0, Update 2 Table 12 Resolved E-mail Management for DeskSite / FileSite / Outlook Issues Reference Number Description NT-30738 NT-30819 NT-30900 NT-30901 NT-30944 NT-31052 NT-31055 NT-31084 NT-31086 NT-31110 NT-31112 NT-31115 NT-31162 NT-31193 Inbox Filer does not file e-mails with a Luggage Tag arriving in your Inbox when they also contain additional text in brackets in the subject line. When filing an e-mail using the E-mail Management Toolbar within the Message Window, if the focus of the main Outlook window is changed to a WorkSite folder, the user will receive an error message: "WorkSite already contains the messages you selected." When the user replies to an e-mail with a Luggage Tag, the reply is filed with Public security even if WorkSite security is set to Private. Blackberry and Windows Mobile device users are prompted to link hidden system folders to WorkSite. When viewing or creating a new link for a WorkSite folder that the user does not have an explicit security entry for, the system generates an error message: "%USER% does not have write access to %FOLDER%..." The issue is resolved in WorkSite Clients 9.0 Update 2, as long as the delegate has proper access to the mail file. NOTE: Despite the error message, if the user continues with the link, the items file successfully. When dragging multiple e-mails to WorkSite folder, you get prompted to fill in profile information (type). Suggested Filing Locations dialog appears offset and above the E-mail Management toolbar when an Outlook ribbon is expanded or collapsed. Mailbox owner is the author when the filing is done by a delegate. It is possible for a new message to be filed even though the File To checkbox is not checked. E-mails imported using the "Save Attachments" button on the E-mail Toolbar, are missing the To, From, Sent, and Received dates. Send and File suggested filing locations are blank when sending a new message, after which Outlook can terminate abnormally. The Loading message appears in the Outlook message grid view when selecting an Outlook folder after changing the view to display Filing Status. With E-mail Management installed, in the Outlook Search dialog the cursor jumps to different fields. If the Numlock key is on, the hyphen/dash character on the number pad does not work in the E-mail Management Toolbar suggested Location field. 34 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 Table 12 Resolved E-mail Management for DeskSite / FileSite / Outlook Issues Reference Number Description NT-31194 NT-31398 NT-31399 NT-31403 NT-31457 NT-31458 NT-31602 NT-31991 NT-31999 The E-mail Management Toolbar Suggested Location dialog remains on the screen and continues to pop up when clicking on e-mails in the Inbox with Outlook 2010. When the user expands the Search results drop-down in the E-mail Management Toolbar, the Escape Key does not work to cancel out of this action. When the user hits the spacebar inside the E-mail Management For DeskSite toolbar, the default e-mail folder is selected automatically instead of entering a space in the field as expected. When performing a search for a workspace in the E-mail Management Toolbar, the cursor disappears and the Backspace key does not work. If E-mail Management is present, Outlook hangs and is unresponsive on initial launch while caching stubs from Quest's Archive Manager. Unchecking the E-mail Management Add-In in Outlook 2010 can cause Outlook to terminate abnormally or minimize, and requires the user to resize the screen to open it. In certain circumstances, the Inbox Filer will not file an e-mail that contains multiple Luggage Tags in the Subject Line. When an open e-mail in the Inbox has another e-mail as an attachment, the Save Attachments Option on the E-mail Management Toolbar within the e-mail does not display the attachment. However, the Save Attachments Option on the E-mail Management Toolbar in Outlook does work correctly. In Office 2003, when the user adds a folder to Outlook's My Favorites pane, the icon does not appear. (It works correctly in Office 2007 and Office 2010. WorkSite Desktop Clients Release Notes 35
WorkSite Desktop Clients 9.0, Update 2 Office Integration Issues Table 13 Resolved Office Integration Issues Reference Number Description NT-27607 NT-27748 NT-29167, NT-30463 NT-29285 NT-29295, NT-29471, NT-31316 NT-30454 NT-30459 NT-30460 NT-30465 NT-30776 NT-30801 NT-30802 NT-30807 With Classic Dialog Mode enabled, when selecting Open as New Version against a document from under the WorkSite tab, WorkSite opens the original document rather than invoking the New Version Profile dialog. In Word 2010, unlike Word 2007, there is no option to add Local Open and Local Save to the Quick Access Toolbar. HOW TO DO IT: Open the Word Options dialog through the More Commands option on the Toolbar. Select the WorkSite Tab, then select Local Open and Local Save to add these icons to Quick Access toolbar. In the EAI File Save dialog in Word, when the user hits the down arrow key in the Query Box edit control in the Express Search pane, the first list item is not highlighted as it should be. When performing Save As in Word, if Outlook also is running, sometimes Word hangs. When opening a.xls file from the Internet Explorer, if the user modified the file but did not save it, they could not close Excel except with the Task Manager. Some Excel macro-enabled documents are not checking back in properly and leave a 0 byte file on the file server. When sending an attachment from within Word, a duplicate extension is appended to the filename. In ODMA-integrated applications (Laserforms), ODMSaveAs call returns "Not Defined" value and causes an exception. When opening a document in Word (using classic dialogs) showing the WorkSite tree, if the user tries to open an old version of a document, they don't get message that there is a newer version of document. Deleting a search from the Recent Searches, when using the Legacy File Open dialog, generated an error. Performing a Local Save As on a 2007-2010 formatted WorkSite document uploads the changes to WorkSite and overwrites the WorkSite copy with the Local changes. When using Classic dialogs in an Office application, cancelling the Open Dialog opens the Last Opened file, rather than cancelling the dialog. When the user performed a Local Save of a document to a remote device, such as a flash drive, if the destination device was full, WorkSite Integration did not report the error that the operation failed. 36 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 Reference Number NT-30808 Table 13 Resolved Office Integration Issues Description When a user opens a WorkSite document in Word 2010 or Word 2007 then tries to perform a Convert function, they receive the following error message: A WorkSite document cannot be converted using the Convert feature. To convert the format, save it as a new document or a new version. NT-30809 NT-30811 FileSite updates the edit date on a locally-imported document when first opened, whether it has been modified or not. When a user opens a WorkSite document in Word 2010 or Word 2007 then tries to perform a Convert function, they receive the following error message: A WorkSite document cannot be converted using the Convert feature. To convert the format, save it as a new document or a new version. NT-30846 Closing Word or Excel in FileSite 9.0 takes longer than it did in FileSite 8.5. NT-30912 NT-30916 NT-30917 NT-30960 NT-31176 NT-31339 NT-31419 When saving a WorkSite document and 3rd party add-in is enabled, the focus jumps to the beginning of the page. In Excel 2007, Save As XLS saves a zero byte file when the compatibility checker is invoked. When sorting by docnum within Enhanced Application Dialog on Open from Word, the results returned are not sorted as expected. Office 2010 blank sample files excel14.xls and pwrpnt14.pptx should show empty Author value in properties of file. When the user closed a modified WorkSite Word document and the exit was interrupted by a cancelled Local Save, they were not prompted to Save. When closing an Excel file, it creates a blank file, which also takes the focus often getting in the way of other documents open on the screen. Corrects a spelling error in the Convert Compatibility Mode dialog. WorkSite Desktop Clients Release Notes 37
WorkSite Desktop Clients 9.0, Update 2 Reference Number NT-31466 NT-31905, NT-32053 NT-32000 Table 13 Resolved Office Integration Issues Description When the user tries to import a PowerPoint file into a WorkSite folder by right-clicking on the folder and selecting Import, and the Check Document for OLE Links option is set, they receive an error message: "The remote procedure call failed." If the user has a local document that was checked-out in non-integrated mode, and they attempt to save it to WorkSite as a new version of an existing document, then the file saved to WorkSite is empty, erasing the previous data. In addition, the WorkSite document remains checked-out. Furthermore, if the user did not perform a Local Save of the document, then any changes they made to it also are lost. With this upgrade, users will not be permitted to Save As New Version in WorkSite on a local document that is checked-out in non-integrated mode. When the user is running Word 2007 or Word 2010 and they attempt to save a Word 97 or Word 2003 formatted document using File > Save As > Replace Original, Word does not save the changes. OffSite Issues Table 14 Resolved OffSite Issues Reference Number Description NT-31749 When the user tries to filter documents in OffSite to "Sync Only Documents Edited Within" and changes the number of days or size, the setting do not stick. The GUI resets the values back to the defaults. After the user clicks OK and returns to the Sync Options, the checkbox is unselected and the values have been reset to 45 days and 1024 KB. Express Search Issues Table 15 Resolved Express Search Issues Reference Number Description NT-30284 NT-31204 NT-31797 When the user searches by the Version field, Express Search returns incorrect results.. When the user tries to search by DocNum in Express Search (Miner), instead the query is treated as full-text (Search Anywhere). Express Search shows only Universal Search and cannot be customized. 38 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 Acrobat Integration Issues Table 16 Resolved Acrobat Integration Issues Reference Number Description NT-30529 NT-30992 When the user opens PDF files in Acrobat from FileSite by double clicking the file, the checked-out Documents dialog appears when there are no checked-out documents. Silent Install of FileSite 9.0 does not include the mandatory file imanacrobatres.dll. Requirements Refer to the WorkSite 9.0 Supported Platforms and Applications datasheet for a complete list of operating systems and software that are supported by or compatible with FileSite with E-Mail Management, DeskSite with E-Mail Management, DeskSite with Outlook Integration Module, OffSite. IMPORTANT Before installing any of the WorkSite Desktop Clients 9.0 Update 2, you must first install WorkSite Server 9.0 or later. imanage FileSite, DeskSite, and OffSite clients 9.0 Update 2 are not compatible with versions of WorkSite Server released prior to 9.0. IMPORTANT If you use WorkSite Anywhere and want to install the WorkSite Desktop Clients 9.0 Update 2, you must first install the WorkSite Server 9.0 Update 3 or later. The WorkSite Anywhere feature in the 9.0 Update 2 clients cannot connect to WorkSite Server earlier than 9.0 Update 3. When installing more than one of the WorkSite Desktop Clients on the same computer, do not mix versions from different releases. For example, do not install DeskSite 9.0 Update 2 with OffSite 9.0 Update 1. When installing more than one of the WorkSite Desktop Clients on the same computer, install all of them to the same location. This method prevents any mismatches between common files used by the clients. FileSite, DeskSite, and OffSite 9.0 Update 2 require the installation of the Microsoft.NET 3.5 SP1 framework. The setup.exe installer checks for this framework version during the installation process and installs the necessary files automatically. The installation of these components may require a reboot of the system. The installers will automatically restart after the reboot. WorkSite Desktop Clients Release Notes 39
WorkSite Desktop Clients 9.0, Update 2 FileSite or DeskSite 9.0 Update 2 must be installed prior to installing OffSite 9.0 Update 2. OffSite 9.0 Update 2 installs a local version of Microsoft SQL Server Compact 3.5 SP2 to store and manage offline documents and synchronization. Refer to the OffSite Installation and User s Guide for more information. Use only SQL Server Compact 3.5 SP2 for OffSite. Do not update any newer Service Packs without contacting WorkSite Technical Support. NOTE In order to use OffSite, Cached Exchange Mode must be enabled in Outlook. NOTE OffSite requires the same User ID in order to connect to multiple WorkSite servers. You can configure the number of seconds before OffSite abandons a folder or workspace search to the WorkSite Server. In the following key in the registry: HKEY_CURRENT_USER\Software\Interwoven\OffSite Create a DWORD value: Name: Timeout Value: [Duration of the search timeout in seconds] (Default: 90 seconds) NOTE If you set the Value to 0 or less, OffSite uses the default. TIP To optimize the OffSite Synching progress and prevent premature timeouts during a synch, set the Value to 120. Adobe Acrobat Reader X included a feature called Protected Mode that limits an application s access to registry and file systems. This feature is enabled by default. Because Acrobat Integration requires full access to the local machine, you must disable this feature. a. From the Acrobat Edit menu, select Preferences and click General. Clear the Enable Protected Mode at Startup check box and click OK. 40 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 German Localized Installation Requirements If you want to install a non-english version of DeskSite and FileSite, to ensure that the localized DeskSite and FileSite work properly, you need to install both the Windows MUI and the Office MUI. You also must align and match the following language and locale settings: Formats, currency, and so on (set through regional settings) Windows display language (set through regional settings) Office display/edit language (the default settings is to follow Windows language settings) For example, if you installed the localized German version of DeskSite and FileSite, you need to set: Format, currency, and so on to be German (sub language is not limited to Germany) Windows display language to be German Office display language and edit language (default, no change needed) English WorkSite Client Installation Requirements On A Desktop With Multiple Language Support If you want to install the English version of DeskSite and FileSite, but want to change the regional settings to non-english on Windows 7 Enterprise, you need to install both the Windows MUI and the Office MUI for that region. You also must align and match the following language and locale settings: Formats, currency, and so on (set through regional settings) Windows display language (set through regional settings) Office display/edit language (the default settings is to follow Windows language settings) For example, if you installed the English DeskSite and FileSite, but changed regional settings to Hebrew, you need to install both Hebrew Windows MUI and Office MUI, and then change all the language settings listed above to Hebrew. WorkSite Desktop Clients Release Notes 41
WorkSite Desktop Clients 9.0, Update 2 Installation IMPORTANT For instructions on installing the most recent version - WorkSite Desktop Clients 9.0 Update 3 - see Installation on page 17. This section contains information about installing WorkSite Desktop Clients. For complete instructions on installing and deploying WorkSite Desktop Clients 9.0 Update 2, refer to the associated Installation and User Guides available on the Customer Support Site. To avoid any risk of losing modified offline content, it is recommended that you perform a full synchronization with the online repository before uninstalling an existing installation of OffSite. Enable only new WorkSite Server features introduced in 9.0 Update 2 after you upgrade all clients to WorkSite 9.0 Update 2. Refer to the WorkSite Server 9.0 Release Notes for more guidelines for migrating to WorkSite 9.0 Update 2. NOTE Remove the FileSite Views files (*.vdm) in the %APPDATA% \ioutlook directory before installing the 9.0 Update 2 FileSite clients. Upgrade Installation Users running WorkSite Desktop Clients 9.0 Update 1 or WorkSite Desktop Clients 9.0 can install this version of WorkSite Desktop Clients using the 9.0 Update 2 patch installer. Users running a version of any WorkSite Desktop Clients prior to 9.0 must first uninstall all components, and then proceed with the full 9.0 Update 2 installers. To upgrade to 9.0 Update 2 using the patch installer: 1. Close all running applications. 2. Run the patch installer for DeskSite, FileSite, or OffSite. Full Installation To install the WorkSite Desktop Clients 9.0 Update 2: 1. Close all running applications. 2. Verify that all existing versions of imanage WorkSite clients have been uninstalled. 42 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 2 3. Run the setup.exe installer for DeskSite, FileSite, or OffSite. For a DeskSite installation, select whether to include DeskSite only, DeskSite with Outlook Integration Module, or DeskSite with E-mail Management. For a FileSite installation, select whether to include FileSite only or FileSite with E-mail Management. WorkSite Desktop Clients Release Notes 43
WorkSite Desktop Clients 9.0, Update 2 Silent Installation To install the WorkSite Desktop Clients in silent mode, use the following command line syntax: DeskSite/FileSite Only Setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=OFF" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=OFF DeskSite/FileSite with E-mail Management setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=ON /l*v install.txt" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=ON DeskSite with Outlook Integration Module Setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=OIM" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=OIM NOTE Outlook Integration Module is supported for DeskSite only. OffSite Setup.exe /s /v"/qn SERIALNUMBER=<serial number>" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> 44 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 1 Post Installation Steps Enable DDE for Word 2007 and Excel 2007 Application Formats You must enable Dynamic Data Exchange (DDE) to support Excel 2007/2010 and Word 2007/2010 files. Verify that all WorkSite databases include the Word 2007 and Excel 2007 application formats and that DDE is enabled for these formats. This is the default setting for new WorkSite 9.0 databases. Refer to the WorkSite Server Administrator s Guide for steps to configure these settings using the WorkSite DBAdmin tool. WorkSite Desktop Clients 9.0, Update 1 General Enhancements Compatibility This section lists changes incorporated in WorkSite Desktop Clients 9.0 Update 1. No new features were added for WorkSite Desktop Clients 9.0 Update 1. For system requirements, see Requirements on page 50. The following build numbers are applicable for this release. Component Build Number FileSite 9.0.1.26 DeskSite 9.0.1.20 OffSite 9.0.1.3 WorkSite Server 9.0 Update 1 Compatibility for Clustering The WorkSite Desktop Clients 9.0 Update 1 require WorkSite Server 9.0 Update 2 or later in order to connect to a WorkSite Server cluster. WorkSite Desktop Clients Release Notes 45
WorkSite Desktop Clients 9.0, Update 1 Resolved Issues Reference Number This section lists the resolved issues in imanage WorkSite Desktop Clients 9.0 Update 1. General Issues Table 17 Resolved General Issues Description NT-23478 NT-29244 NT-29641 NT-29762 NT-29832 NT-29846 NT-29850 NT-29852 NT-29898 When performing a workspace search using the E-mail Management Filing Toolbar and selecting the "go to location" option from a right click menu, the workspace does not expand in the "Matter Worklist". Express Search treats IDOL keywords (such as AND, OR, or NOT) as text to be queried instead of as an operator. Mailbox owner is the author when the filing is done by a delegate. Document objects passed in event handlers result in a null reference after a cast to Workbook object. Incorrect linking when an e-mail is filed to a different workspace using Workspace-level, client-side duplicate detection has been corrected. Custom 17-20 fields are rounded to integer values in New Version dialog. User receives the message Unable to retrieve document 0.0 from its archived location because the database cannot be accessed" when trying to launch a document they don't have access to from an NRL. Insert a link from Insert WorkSite Attachment Dialog does not update document History. Search dialog improperly displays '(English)' in the title bar even though the dialog is in a different language (ie Czech). 46 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 1 Reference Number NT-29923 Table 17 Resolved General Issues Description You can configure the Send-Only feature introduced in 9.0 to remove the Luggage tag when sending an e-mail with the Send-Only option. This prevents the recipient s Inbox Filer from automatically filing the e-mail to a default location based on the luggage tag. To configure Send-Only to remove luggage tags, complete the following steps: 1. Open Regedit. 2. Add the following key: HKEY_CURRENT_USER\Software\Interwoven\WorkSite\8.0\EMM\ SendAndFile Name: Remove Luggage Tag Value: 0 or 1 By default, the value is 0, which means Send-Only will not remove luggage tags. If user set the above Registry Key as 1, Send-Only operation will remove luggage tags. NT-29950 NT-29953 NT-29957, NT-26970 NT-30037 NT-30183 NT-30184 NT-30185 Right-click from the E-mail Management toolbar search results throws an unhandled exception error. E-mails imported using the "Save Attachments" button on the E-mail Management toolbar are missing the To, From, Sent and Received dates. When a message arrives that meets the criteria for the rule to move it to WorkSite folder, regardless of auto-profile and all the required fields specified on the folder, user has to click Save on resulting EAI. Action handlers for Office/WorkSite integration menus in 8.5 SP3 can no longer be customized. With E-mail Management enabled in Outlook, when typing in a new message window and an e-mail is received, typing is delayed for about 1 second. With ForceFileOnSend=0 and Luggage tag disabled, e-mails that are sent to folders are not getting the folder address appended to the CC or BCC field. Container search scope does not work in WorkSite Miner when an additional search criterion is entered after the scope. NOTE: By design, a scope search on its own will not return results. You must add at least one more search term. WorkSite Desktop Clients Release Notes 47
WorkSite Desktop Clients 9.0, Update 1 Reference Number NT-30187 NT-30229 NT-30246 Table 17 Resolved General Issues Description Outlook can terminate abnormally when expanding a category with several hundred workspace shortcuts. When the client is connected over Hosted SSL DM and is idle for 5 minutes, it receives error messages when attempting to perform any operation. IManageExtensibility.GetDocumentFromPath function returns a null object when given a full path to a checked-out document. FileSite Issues Table 18 Resolved FileSite Issues Reference Number Description NT-25722 NT-27579 NT-28952 NT-29547 NT-29613, NT-29600 NT-29693 NT-29850 NT-29951 NT-29954 NT-29955 NT-29956 Folder name in Suggested Location and Recent location does not get updated if name of the Folder is modified in FileSite. Forward as Attachment from Actions Menu on Multiple WorkSite Documents will Throw Error and On Multiple WorkSite E-mails attaches it as Untitled Message. HTML-formatted e-mails are converted to plain text when dragged from a mail folder to a WorkSite folder if the user s mailbox resides on Exchange 2010. FileSite hangs in Outlook 2010 with FastFiler frame loaded in the right-hand pane. The WorkSite Home Page command does not refresh the web page when a user is browsing between folders under the FileSite tree. Cyrillic/Czech characters in the document description are not displayed correctly in the quick view pane in FileSite. Unable to retrieve document 0.0 from its archived location because database cannot be accessed. " message when trying to launch a document that you don't have access to from an NRL. The Insert WorkSite attachment button adds the attachment into the wrong e-mail in certain circumstances in Outlook 2010. When there is an attachment in the E-mail, Save Attachments show None in some instances. When sending an e-mail in Outlook 2010, if the Outbox is selected, the e-mail is not sent. In Outlook 2010, when a user highlights the Inbox or another Outlook folder containing e-mails WorkSite tab Filing Status, the e-mail (middle) window pane continuously displays the message 'Loading... ' 48 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 1 Reference Number NT-29957 NT-29958 NT-30121 NT-30127 NT-30130 NT-30186 NT-30188 NT-30211 NT-30657 Table 18 Resolved FileSite Issues Description When a message arrives that meets the criteria for the rule to move it to a WorkSite folder, regardless of auto-profile and all the required fields specified on the folder, the user has to click Save on resulting EAI. E-mails are truncated to approximately 10 KB by the out-of-process e-mail filer when moved from the evault data file (pst) into a WorkSite folder. Send NRL link to workspace or folder works only in DeskSite, not in FileSite. Outlook sometimes can terminate abnormally when referencing NRTMS32.dll. An NRL link to workspace or folder does not open on the first attempt. Outlook can terminate abnormally with error message: Microsoft Visual C++ Runtime Library: Runtime Error!...R6025 - pure virtual function call. Sometimes Outlook can terminate abnormally when clicking on workspaces in the FileSite tree. When double-clicking an NRL link to a workspace or folder from the desktop, a new, blank mail message is opened and Outlook s main window is reduced in size. If you open an e-mail in FileSite, then close it, then select an e-mail from the Inbox and click Reply, the Send button does not work. DeskSite Issues Table 19 Resolved DeskSite Issues Reference Number Description NT-29914 DeskSite can terminate abnormally after sending NRL if Outlook is closed. E-mail Management for Outlook Issues Table 20 Resolved E-mail Management for Outlook Issues Reference Number Description NT-28672 Inbox Filer is not flagging messages as filed automatically when the user's mailbox is on Exchange 2010. WorkSite Desktop Clients Release Notes 49
WorkSite Desktop Clients 9.0, Update 1 Requirements Refer to the WorkSite 9.0 Supported Platforms and Applications datasheet for a complete list of operating systems and software that is supported or compatible with FileSite with E-Mail Management, DeskSite with E-Mail Management, DeskSite with Outlook Integration Module, OffSite. You must deploy WorkSite Server 9.0 Update 2 or later before installing any of the WorkSite Desktop Clients 9.0 Update 1. imanage FileSite, DeskSite, and OffSite clients 9.0 Update 1 are not compatible with versions of WorkSite Server released prior to 9.0 Update 2. When installing more than one of the WorkSite Desktop Clients on the same computer, do not mix versions from different releases. For example, do not install DeskSite 9.0 Update 1 with OffSite 9.0. When installing multiple WorkSite Desktop Clients on the same computer, install all of them to the same location. This prevents any mismatches between common files used by the clients. FileSite, DeskSite, and OffSite 9.0 Update 1 require the installation of the Microsoft.NET 3.5 SP1 framework. The setup.exe installer checks for this framework version during the installation process and installs the necessary files automatically. The installation of these components may require a reboot of the system. The installers will automatically restart after the reboot. FileSite or DeskSite 9.0 Update 1 must be installed prior to installing OffSite 9.0 Update 1. OffSite 9.0 Update 1 installs a local version of Microsoft SQL Server Compact 3.5 SP2 to store and manage offline documents and synchronization. Refer to the OffSite Installation and User s Guide for more information. Use only SQL Server Compact 3.5 SP2 for OffSite. Do not update any newer Service Packs without contacting WorkSite Technical Support. NOTE In order to use OffSite, Cached Exchange Mode must be enabled in Outlook. NOTE OffSite requires the same User ID in order to connect to multiple WorkSite servers. Adobe Acrobat Reader X included a feature called Protected Mode that limits an application s access to registry and file systems. This feature is enabled by default. Because Acrobat Integration requires full access to the local machine, you must disable this feature. 50 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 1 a. From the Acrobat Edit menu, select Preferences and click General. b. Clear the Enable Protected Mode at Startup check box and click OK. Installation IMPORTANT For instructions on installing the most recent version - WorkSite Desktop Clients 9.0 Update 3 - see Installation on page 17. This section contains information about installing WorkSite Desktop Clients. For complete instructions on installing and deployingworksite Desktop Clients 9.0 Update 1, refer to the associated Installation and User Guides available on the Customer Support Site. To avoid any risk of losing modified offline content, it is recommended that you perform a full synchronization with the online repository before uninstalling an existing installation of OffSite. Only enable new WorkSite Server features introduced in 9.0 Update 1 after you upgrade all clients to WorkSite 9.0 Update 1. Refer to the WorkSite Server 9.0 Release Notes for more guidelines for migrating to WorkSite 9.0 Update 1. Upgrade Installation Users running WorkSite Desktop Clients 9.0 can install this version of WorkSite Desktop Clients using the Update 1 patch installer. Users running a version of any WorkSite Desktop Clients prior to 9.0 must first uninstall all components, and then proceed with the full 9.0 Update 1 installers. To upgrade to 9.0 Update 1 using the patch installer: 1. Close all running applications. 2. Run the patch installer for DeskSite, FileSite, or OffSite. Full Installation To install the WorkSite Desktop Clients 9.0 Update 1: 1. Close all running applications. 2. Verify that all existing versions of imanage WorkSite clients have been uninstalled. 3. Run the setup.exe installer for DeskSite, FileSite, or OffSite. WorkSite Desktop Clients Release Notes 51
WorkSite Desktop Clients 9.0, Update 1 For a DeskSite installation, select whether to include DeskSite only, DeskSite with Outlook Integration Module, or DeskSite with E-mail Management. For a FileSite installation, select whether to include FileSite only or FileSite with E-mail Management. 52 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0, Update 1 Silent Installation To install the WorkSite Desktop Clients in silent mode, use the following command line syntax: DeskSite/FileSite Only Setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=OFF" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=OFF DeskSite/FileSite with E-mail Management setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=ON /l*v install.txt" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=ON DeskSite with Outlook Integration Module Setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=OIM" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=OIM NOTE Outlook Integration Module is supported for DeskSite only. OffSite Setup.exe /s /v"/qn SERIALNUMBER=<serial number>" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> WorkSite Desktop Clients Release Notes 53
WorkSite Desktop Clients 9.0 WorkSite Desktop Clients 9.0 General Enhancements This section lists changes incorporated in WorkSite Desktop Clients 9.0. Configuring WorkSite 9.0 Clients for WorkSite Anywhere The following client settings must be enabled in order to connect to a WorkSite Server using WorkSite Anywhere. WorkSite Clients connecting to a WorkSite Server using SSL must have a local copy of the public certificate file in order to properly secure client-server communication. NOTE This feature currently works with explicit log-in When you generate a SSL Certificate on the server, the cacert.pem file needs to be deployed to every client. The following registry keys must reflect the path of the cacert.pem file. Use Hosted DM Applies to all clients In the following key in the registry: HKEY_LOCAL_MACHINE\Software\Interwoven\WorkSite\8.0\Common\Options For 64-bit OS: HKEY_LOCAL_MACHINE\Software\Wow6432Node\Interwoven\WorkSite\8.0\ Common\Options Create or edit the following string value: Name: Use Hosted DM Value: Y Hosted DM ServicePort Applies to all clients In the following key in the registry: HKEY_LOCAL_MACHINE\Software\Interwoven\WorkSite\8.0\Common\Options 54 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0 For 64-bit OS: HKEY_LOCAL_MACHINE\Software\Wow6432Node\Interwoven\WorkSite\8.0\ Common\Options Create or edit the following DWORD value: Name: Hosted DM ServicePort Value: [Port number defined on the WorkSite Server for Hosted DM] For example: 443 Enable Hosted DM SSL Applies to all clients In the following key in the registry: HKEY_LOCAL_MACHINE\Software\Interwoven\WorkSite\8.0\Common\Options For 64-bit OS: HKEY_LOCAL_MACHINE\Software\Wow6432Node\Interwoven\WorkSite\8.0\ Common\Options Create or edit the following string value: Name: Enable Hosted DM SSL Values: Y Configures WorkSite Client to encrypt communications with WorkSite Server using SSL. The WorkSite Server must have the Hosted DM SSL options configured to enable this option. If you enable Hosted DM SSL, you must define the CA Cert Path registry key. N [Default] Configures WorkSite clients NOT to use SSL. CA Certificate Path Applies to all clients The path to the local copy of the public SSL certificate. When Enable Hosted DM SSL is enabled, each WorkSite Client workstation must have a local copy of this certificate. In the following key in the registry: HKEY_LOCAL_MACHINE\Software\Interwoven\WorkSite\8.0\Common\Options For 64-bit OS: HKEY_LOCAL_MACHINE\Software\Wow6432Node\Interwoven\WorkSite\8.0\ Common\Options Create or edit the following STRING value: WorkSite Desktop Clients Release Notes 55
WorkSite Desktop Clients 9.0 Name: CA Cert Path Value: [Full path to the local copy of the public certificate file] For example: C:\Program Files\Autonomy\cacert.pem Streamlined Installation Enhancements made in version 9.0 provide streamlined installation of the WorkSite Desktop Clients applications. Certain installation packages are combined to reduce deployment efforts. The DeskSite installation package now includes E-mail Management and Outlook Integration Module as optional components. The FileSite installation package includes E-mail Management as an optional component. The inclusion of these components within either installation package simplifies the upgrade process. The installation handles the upgrade without requiring components to be uninstalled or reinstalled separately. Update Installer Enhancement WorkSite Desktop Clients now install default registry settings to a new registry path: HKEY_LOCAL_MACHINE\SOFTWARE\Interwoven\WorkSite\Client WorkSite Desktop Clients still read all registry customizations from the original key path at run-time: HKEY_LOCAL_MACHINE\SOFTWARE\Interwoven\WorkSite\8.0 This enhancement allows client registry customizations to remain intact when installing a WorkSite Desktop Clients Update. Registry Key Load Behavior Changes to application settings load the next time a user launches the WorkSite Desktop Clients. WorkSite Desktop Clients load all registry settings contained under each top-level registry path in the following order: 1. HKEY_CURRENT_USER\Software\Interwoven\WorkSite\8.0 2. HKEY_LOCAL_MACHINE\SOFTWARE\Interwoven\WorkSite\8.0 or for 64-bit operating systems: HKEY_LOCAL_MACHINE\Software\Wow6432Node\Interwoven\ WorkSite\8.0 56 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0 3. HKEY_LOCAL_MACHINE\SOFTWARE\Interwoven\WorkSite\Client\ 4. or for 64-bit operating systems: HKEY_LOCAL_MACHINE\Software\Wow6432Node\Interwoven\ WorkSite\Client NOTE If an application registry setting does not exist in the registry when opening the application, WorkSite Desktop applications automatically use the default value. Refer to the WorkSite Desktop Client Customization Guide for Registry Key load behavior and additional registry customization details. Unicode Compatibility WorkSite 9.0 now supports the storage of profile data (client, matter, author, etc.), Workspace names, and folder names in multiple languages. To display profile data stored in multiple languages, users must have a unicode compatible font installed. Most Windows operating systems include unicode fonts by default. Unicode fonts can also be downloaded using Microsoft Windows Updates. Refer to WorkSite Server 9.0 Update 1 Release Notes for more information. In order for a 9.0 Client to save a document with Unicode metadata to WorkSite Server 9.0 Update 1, you must apply the server-side reg key Allow Unicode Data and set to Y. Refer to WorkSite Server 9.0 Update 1 Release Notes for more information. Multi-language Form Support When you have multiple forms created in the dialog editor for different languages, the WorkSite Client will download the form based on the language set in the regional settings on the client machine. If the form for that language is not available on the WorkSite Server, the client will download the English form. For example, if you create two search forms in the dialog editor, one in the default language of English, and the other in French, then you change the language in the regional settings to French on your computer, DeskSite/FileSite displays a French Search dialog. However, if you change the language to German on your computer, DeskSite/FileSite displays an English Search dialog. Compare and Merge changed to Compare and Combine The Compare and Merge feature has been changed to match the Compare and Combine feature in Microsoft Office 2007 and 2010. WorkSite Desktop Clients Release Notes 57
WorkSite Desktop Clients 9.0 Search Based on Language WorkSite Client search dialogs now include an option to specify a language for a full-text search. WorkSite will return only search results which contain the specified language (either in the document content or profile data). This option is available in the Document Search dialog (see Figure 1) and Workspace search dialog. Figure 1 Language selection on search dialog The languages specified in the drop-down menu can be customized. Refer to Chapter 4 of the WorkSite Desktop Client Customization Guide for more details regarding the Search Languages option. This features is also available on the E-mail Management toolbar: 58 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0 Preview NRL Link When you receive an e-mail with an NRL link attached, you can now preview the content of the link in the Outlook message pane. NOTE The preview functionality is limited to those formats supported by Outlook's preview handler. OffSite Intelligent Cache When a user attempts to access a file in WorkSite, WorkSite now checks if the user has a copy of the same file in their local OffSite cache. If the file in the cache is the same as that stored in WorkSite, the local copy is used. This enhancement greatly improves usability when accessing WorkSite over a WAN or weak network connection, or when dealing with large files. E-mail Management Enhancements Disable Suggested Locations Options added to E-mail Management allow you to disable default suggested locations from being displayed or selected. This prevents filing an e-mail to an incorrect location because that location was selected by default. In the following key in the registry: 32-bit: HKEY_CURRENT_USER\Software\Interwoven\WorkSite\8.0\EMM\Config\ 64-bit: HKEY_CURRENT_USER\Software\Wow6432Node\Interwoven\WorkSite\8.0\ EMM\Config\ Create the following DWORD value: Name: DisableDefaultSuggestion Values: 1 Disable the display and selection of suggested locations. 0 Default; Enable the display and selection of suggested locations. When this Registry Key is configured with the value set to 1, the following conditions exist: WorkSite Desktop Clients Release Notes 59
WorkSite Desktop Clients 9.0 No default suggestions are displayed. A blue light bulb icon indicates that suggestions exist for the selected e-mail.the suggested locations list can be accessed using the drop-down menu available on the filing toolbar. The drop-down list of suggested locations does not select a default location. If you click File without specifying a location, a dialog appears, prompting you to select a location. Inbox Filer Suggestion-Only Mode The Inbox Filer now includes an option to suggest a location for an e-mail without filing the e-mail to that location. The location is added to the suggestion database as a suggested location for future filing. Previously, Inbox Filer checked to see if any e-mail containing a subject tab was filed in WorkSite. Base on the results one of two things would happen: 1. If the e-mail is within WorkSite, the e-mail would be marked filed and the other e-mail metadata information would be updated. 2. If the e-mail was NOT within WorkSite, the e-mail would be filed. With the new functionality for Suggestion-Only Mode in the Registry, the following happens: 1. If the e-mail is already filed within WorkSite (for example, if filed through WCS), the e-mails STILL marked filed in your inbox and the other e-mail metadata information is updated. 2. If the e-mail is NOT within WorkSite, the e-mail is NOT filed, but the Suggestions db on your desktop is still updated, allowing you to file this e-mail to this workspace by clicking on the File button in the E-mail Management Filing toolbar. NOTE This Registry Key works in conjunction with the previously existing DisableInboxFiler registry key. To configure this option, the DisableInboxFiler value must be set to FALSE. In the following key in the registry: 32-bit: HKEY_CURRENT_USER\Software\Interwoven\WorkSite\8.0\EMM\Config\ 64-bit: 60 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0 HKEY_CURRENT_USER\Software\Wow6432Node\Interwoven\WorkSite\8.0\ EMM\Config\ Create the following DWORD value: Name: InboxFilerImport Values: 0 Enable Suggestion-Only mode. 1 Default; Disable Suggestion-Only mode. Send-Only Enhancement You can configure the Send-Only feature introduced in 9.0 to remove the Luggage tag when sending an e-mail with the Send-Only option. This prevents the recipient s Inbox Filer from automatically filing the e-mail to a default location based on the luggage tag. To configure Send-Only to remove luggage tags, complete the following steps: 1. Open Regedit. 2. Add the following key: HKEY_CURRENT_USER\Software\Interwoven\WorkSite\8.0\EMM\ SendAndFile Name: Remove Luggage Tag Value: 0 or 1 By default, the value is 0, which means Send-Only will not remove luggage tags. Set the value to 1 to configure Send-Only to remove luggage tags. Remove Suggestion Option An option now exists for removing suggested locations for a particular e-mail. If a suggested location is not relevant for an e-mail, removing the suggestion prevents it from appearing for the selected e-mail s criteria. To remove a suggested location, open the e-mail and click the drop-down list from the Filing Toolbar. Right-click the suggestion and click Remove Suggestion. WorkSite Desktop Clients Release Notes 61
WorkSite Desktop Clients 9.0 Marked Folders Navigation For Outlook folders that are linked to WorkSite locations, this feature enables navigation from the Outlook folder to the WorkSite location. To navigate to the linked WorkSite folder, right-click the Outlook folder and select Go to WorkSite Folder. This option provides direct navigation to the contents of the WorkSite folder. NOTE This enhancement applies only to Outlook versions 2007 and 2010. Warn Before Deleting Link When changing the properties of an Outlook folder that is linked to a WorkSite location a warning message appears in the following two cases: When using Outlook s Delete option to delete a folder that is linked to a WorkSite location, the following WorkSite message is displayed after the folder is deleted. 62 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0 When using E-mail Management s Do not file items in this folder to WorkSite option to remove the link between the Outlook folder and the WorkSite location. Error Message Clarification The error message generated when Properties information cannot be found now provides clearer information. Features Disabled for OffSite Mode The Where Filed and Properties features, which function only when connected to WorkSite, are now disabled when operating offline in OffSite mode. WorkSite Desktop Clients Release Notes 63
WorkSite Desktop Clients 9.0 Compatibility Send NRL/URL menu item changed The Document Action menu item Send NRL/URL is now Send Link in DeskSite. Forward menu item changed for documents The Document Action menu item Forward is changed to Send Document for non- email documents. Support for Save as PDF in Office Integration WorkSite office integration now lets the user add a Word document to WorkSite in PDF format. The newly-saved PDF document can be either a new version of an existing WorkSite Office document or a new document. This feature is supported only in Word 2007 / 2010 at this time, not in PowerPoint or Excel. In Word 2007 you can find Save as PDF options under File -> Save as -> PDF into WorkSite. In Word 2010 you can find Save As PDF options under File->Save & Send->Create PDF/XPS Document->save as PDF. For system requirements, see Requirements on page 68. The following build numbers are applicable for this release. Component Build Number FileSite 9.0.0.100 DeskSite 9.0.0.119 OffSite 9.0.0.50 64 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0 Resolved Issues This section lists the resolved issues in imanage WorkSite Desktop Clients 9.0. General Issues Table 21 Resolved General Issues Reference Number Description NT-21338 NT-24082 NT-26211 NT-28323 NT-29132 NT-29602 English document search not accurate when using different default language. Checkin issue with Acrobat files if two server registered in FileSite with different logged in users. In the WorkSite Miner, after performing a Workspace search, the custom2 description and custom 9 description fields are blank. The documentation in the WorkSite Desktop Client Customization Guide does not accurately describe the function of the "Do not use wild card WS" and "RestrictLeadingWildcardDescriptionSearchWS" registry keys. 0-byte document left in the database when import a large file failed. Go to <worksite folder>" option showing Exchange folder name instead of WorkSite folder name in Outlook 2007 To navigate to the linked WorkSite folder, right-click the Outlook folder and select Go to WorkSite folder. Reference NT-04140 NT-09996 NT-19340 NT-22675 NT-24082 NT-24612 FileSite Issues Table 22 Resolved FileSite Issues Description DOCLINK, DOCHISTORY: An Activity is not getting recorded in the History when inserting a WorkSite attachment into an e-mail as an NRL link. Right-click Print of DXL files from DeskSite fails to print with error: This file does not have a program associated with it for performing this action. Hebrew characters show as undecipherable in title of Acrobat document. OLELINK Spurious prompts encountered after closing documents with OLE-linked objects if no edits are made. Checkin issue with Acrobat files if two server registered in FileSite with different logged in users. Quickview options do not appear to be saved. WorkSite Desktop Clients Release Notes 65
WorkSite Desktop Clients 9.0 Reference NT-25093 NT-25842 NT-26180 NT-26189 NT-26351 NT-26433 NT-26491 NT-26505 NT-26538 NT-27318 NT-27811 Description Table 22 Resolved FileSite Issues With "Auto-profile e-mails via drag and drop" the user is NOT prompted with the new profile dialog when dragging a DOCUMENT from desktop to WorkSite Folder. Save E-mail With attachments dialog contains some stray characters from the expanded mode when in the collapsed mode. Right-click on a workspace "show webview" doesn't do anything in FileSite. Error: "WorkSite already contains the message that you selected" when selecting a WorkSite folder then using New Post In This Folder in Outlook. Expanding FileSite Folders changes the behavior of the right-click -> 'Open in New Window ' in Outlook. All captions/menus/labels/messages should be customizable in a particular locale. The Insert WorkSite Attachment dialog is bringing up the enhanced insert dialog even if EnableMCC is set to 'N'. If E-mail Management for Outlook is installed, this does not happen. Outlook 2010 when quickviewing documents, the reading pane sometimes blocks the pane. User with è character in name cannot log in to WorkSite. Error: [NRTUser ][GetUser ]User "USER" not found on database "DATABASE" [0x8004253c]. WorkSite Desktop Customization Guide 8.5 SP2 contains references to deprecated registry settings. Minimizing an application when that application is in front of the Preview pane in FileSite causes grey box to appear in Preview Pane. NT-27841 Unable to resize the preview pane in Outlook 2010. NT-27868 NT-28484 NT-29385 Send NRL link to workspace or folder works only in DeskSite, not in FileSite. Custom 17 field not taken from folder profile when saving from Word. Unable to quickview GWFS file types created by CA Records Manager product when imported into WorkSite. Client displays the following message: "Sorry, This program does not have the ability to view this document." 66 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0 Reference NT-13599 NT-25048 NT-25090 NT-25208 NT-25816 NT-25816 NT-26258 NT-26405 NT-26431 NT-28623 NT-28625 NT-28629 NT-29223 NT-29343 DeskSite Issues Description Table 23 Resolved DeskSite Issues A full text search from Express/Miner will not return any results if full text searching is disabled on ONE of the databases registered with the WorkSite Server. When a document is saved as a new version or new document back to the same folder it was opened from, that folder does not automatically refresh in DeskSite. Folder sorting follows this order in general: Special characters (like '%', '$', and '&'), Numbers and then alphabets. But some special characters (like ' ') are appearing after alphabets. When going into a folder and highlight all of its contents and do a CTRL-C you cannot Paste it into a spreadsheet for printing. The Print Feature in DeskSite prints only in Portrait, not Landscape, so the columns are split into 2 pages. The Search Results dialog box returns the error message, "Search database is invalid", if a user performs a search for documents in a Workspace (whose name contains a ',') using the Quick Search Bar (Look For - Search In) in DeskSite. The Search Results dialog box returns the error message, "Search database is invalid", if a user performs a search for documents in a Workspace (whose name contains a ',') using the Quick Search Bar (Look For - Search In) in DeskSite. Browser Favorites Menu shortcut key is same as View Menu shortcut key in DeskSite. After installing DeskSite and applying the reg key to hide the Address, Browser and Shortcut bar, DeskSite still shows them on the first launch. All captions/menus/labels/messages should be customizable in a particular locale. Need to be able to control views / sort order for different folders in DeskSite. Matter Worklist workspace items are not sorted alphabetically in DeskSite. Would like a way to control the sorting of items under a workspace in DeskSite so that search folders are always at the top. Ctrl key + Drag of document from DeskSite to new mail message in Outlook no longer inserts a copy, it inserts an NRL link. Launching a document from DeskSite then performing Save As, the dialog defaults to the Matter Worklist instead of location document currently exists. WorkSite Desktop Clients Release Notes 67
WorkSite Desktop Clients 9.0 E-mail Management for Outlook Issues Table 24 Resolved E-mail Management for Outlook Issues Reference Number Description NT-24267 NT-26791 E-mails filed by the Inbox Filer when client-side filing is enabled do not report a Create event in the document history, only a Checkin. E-mail Management for Outlook: workspaces that contain an ampersand (&) in the description are displayed without the ampersand when returned from a search in the E-mail Management for Outlook Filing toolbar. Office Integration Issues Table 25 Resolved Office Integration Issues Reference Number Description NT-25085 NT-26339 NT-26432 NT-2648 Default FileSave Format for MS Powerpoint 2007 is not being respected by the MS Office Integration Module. Saving changes to a previously saved document requiring a subclass, results in message of invalid profile fields. When profile is displayed the subclass field is not marked as required for the user. All captions/menus/labels/messages should be customizable in a particular locale. The imanage Office macro signed certificates for imano2k.dot and imano2k.xla will expire in August 2011. OffSite Issues Table 26 Resolved OffSite Issues Reference Number Description NT-26434 NT-27819 All captions/menus/labels/messages should be customizable in a particular locale. OffSite timeout registry value is not documented in the WorkSite Desktop Client Customization Guide. Requirements Refer to the WorkSite 9.0 Supported Platforms and Applications datasheet for a complete list of operating systems and software that is supported or compatible with FileSite with E-Mail Management, DeskSite with E-Mail Management, DeskSite with Outlook Integration Module, and OffSite. WorkSite Server 9.0 or later must be deployed before installing any of the WorkSite Desktop Clients 9.0. FileSite, DeskSite, DeskSite with Outlook 68 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0 Integration Module, and OffSite 9.0 clients are not compatible with versions of WorkSite Server released prior to 9.0. When installing more than one of the WorkSite Desktop Clients on the same computer, do not mix versions from different releases. For example, do not install DeskSite 9.0 with OffSite 8.*. When installing multiple WorkSite Desktop Clients on the same computer, install all of them to the same location. This prevents any mismatches between common files used by the clients. FileSite, DeskSite, OffSite, and DeskSite with Outlook Integration Module 9.0 require the installation of the Microsoft.NET 3.5 SP1 framework. The setup.exe installer checks for this framework version during the installation process and installs the necessary files automatically. The installation of these components may require a reboot of the system. The installers will automatically restart after the reboot. FileSite 9.0 or DeskSite 9.0 must be installed prior to installing OffSite 9.0. OffSite 9.0 installs a local version of Microsoft SQL Server Compact 3.5 SP2 to store and manage offline documents and synchronization. Refer to the OffSite Installation and User s Guide for more information. Use only SQL Server Compact 3.5 SP2 for OffSite. Do not update any newer Service Packs without contacting WorkSite Technical Support. NOTE In order to use OffSite, Cached Exchange Mode must be enabled in Outlook. NOTE OffSite requires the same User ID in order to connect to multiple WorkSite servers. Adobe Acrobat Reader X included a feature called Protected Mode that limits an application s access to registry and file systems. This feature is enabled by default. Because Acrobat Integration requires full access to the local machine, you must disable this feature. a. From the Acrobat Edit menu, select Preferences and click General. b. Clear the Enable Protected Mode at Startup check box and click OK. WorkSite Desktop Clients Release Notes 69
WorkSite Desktop Clients 9.0 Installation IMPORTANT For instructions on installing the most recent version - WorkSite Desktop Clients 9.0 Update 3 - see Installation on page 17. This section contains information about installing WorkSite Desktop Clients. For complete instructions on installing and deploying WorkSite Desktop Clients 9.0, refer to the associated Installation and User Guides available on the Customer Support Site. To avoid any risk of losing modified offline content, it is recommended that you perform a full synchronization with the online repository before uninstalling an existing installation of OffSite. Only enable new WorkSite Server features introduced in 9.0 after you upgrade all clients to WorkSite 9.0. Refer to the WorkSite Server 9.0 Release Notes for more guidelines for migrating to WorkSite 9.0. All 9.0 clients require a full installation; no upgrade installer is provided. Any previous versions of FileSite, DeskSite, OffSite, Express Search, E-mail Management for Outlook, or E-mail Management for DeskSite must be uninstalled prior to installing version 9.0. To install the WorkSite Desktop Clients 9.0: 1. Close all running applications. 2. Verify that all existing versions of imanage WorkSite clients have been uninstalled. 3. Run the setup.exe installer for DeskSite, FileSite, or OffSite. 70 WorkSite Desktop Clients Release Notes
WorkSite Desktop Clients 9.0 For a DeskSite installation, select whether to include DeskSite only, DeskSite with Outlook Integration Module, or DeskSite with E-mail Management. For a FileSite installation, select whether to include FileSite only or FileSite with E-mail Management. WorkSite Desktop Clients Release Notes 71
WorkSite Desktop Clients 9.0 Silent Installation To install the WorkSite Desktop Clients in silent mode, use the following command line syntax: DeskSite/FileSite Only Setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=OFF" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=OFF DeskSite/FileSite with E-mail Management setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=ON /l*v install.txt" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=ON DeskSite with Outlook Integration Module Setup.exe /s /v"/qn SERIALNUMBER=<serial number> EM_STATUS=OIM" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> EM_STATUS=OIM NOTE Outlook Integration Module is supported for DeskSite only. OffSite Setup.exe /s /v"/qn SERIALNUMBER=<serial number>" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER=<serial number> 72 WorkSite Desktop Clients Release Notes
Appendix A Appendix A Model Script for Adding Newly Imported File Types This section lists a model script for adding newly imported File Types with KeyView 10.14 and 10.15. CAUTION Test this script in a test environment prior to running it in your production environment. Autonomy also strongly recommends that you perform a full back-up of your production Servers before running any script. If you have any questions, contact the Autonomy Technical Support team. INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('BZIP2_Fmt', 413, 'Bzip 2 Compressed File ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('ISO_Fmt', 414, 'ISO-9660 CD Disc Image Format ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('DocuWorks_Fmt', 415, 'DocuWorks Format ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('RealMedia_Fmt', 416, 'RealMedia Streaming Media ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('AC3Audio_Fmt', 417, 'AC3 Audio File Format ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('NEF_Fmt', 418, 'Nero Encrypted File ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('SolidWorks_Fmt', 419, 'SolidWorks Format ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('XFDL_Fmt', 420, 'Extensible Forms Description Language ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('Apple_XML_PList_Fmt', 421, 'Apple XML Property List format ', NULL) WorkSite Desktop Clients Release Notes 73
Appendix A INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('IFilter_Fmt', 423, 'IFilter ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('Dicom_Fmt', 424, 'Digital Imaging and Communications in Medicine ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('EnCase_Fmt', 425, 'Expert Witness Compression Format ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('Scrap_Fmt', 426, 'Shell Scrap Object File ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('MS_Project_2007_Fmt', 427, 'Microsoft Project 2007 ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('MS_Publisher_98_Fmt', 428, 'Microsoft Publisher 98/2000/2002/2003/2007 ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('Skype_Fmt', 429, 'Skype Log File ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('Hl7_Fmt', 430, 'Health level7 message ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('MS_OutlookOST_Fmt', 431, 'Microsoft Outlook OST ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('Epub_Fmt', 432, 'Electronic Publication ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('MS_OEDBX_Fmt', 433, 'Microsoft Outlook Express DBX ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('BB_Activ_Fmt', 434, 'BlackBerry Activation File ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('DiskImage_Fmt', 435, 'Disk Image ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('Milestone_Fmt', 436, 'Milestone Document ', NULL) 74 WorkSite Desktop Clients Release Notes
Appendix A INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('E_Transcript_Fmt', 437, 'RealLegal E-Transcript File ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('PostScript_Font_Fmt', 438, 'PostScript Type 1 Font ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('Ghost_DiskImage_Fmt', 439, 'Ghost Disk Image File ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('JPEG_2000_JP2_File_Fmt', 440, 'JPEG-2000 JP2 File Format Syntax ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('Unicode_HTML_Fmt', 441, 'Unicode HTML ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('CHM_Fmt', 442, 'Microsoft Compiled HTML Help ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('EMCMF_Fmt', 443, 'Documentum EMCMF format ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('MS_Access_2007_Tmpl_Fmt', 444, 'Access 2007 Template ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('Jungum_Fmt', 445, 'Samsung Electronics Jungum Global document ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('JBIG2_Fmt', 446, 'JBIG2 File Format ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('EFax_Fmt', 447, 'efax file ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('AD1_Fmt', 448, 'AD1 evidence file ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('SketchUp_Fmt', 449, 'Google SketchUp Format ', NULL) INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('GWFS_Email_Fmt', 450, 'Group Wise File Surf email ', NULL) WorkSite Desktop Clients Release Notes 75
Appendix A INSERT INTO MHGROUP.TYPEMAP (DETECT_TYPE, DETECT_VALUE, DESCRIPTION, TYPEALIAS) VALUES ('JNT_Fmt', 451, 'Windows Journal Format ', NULL) 76 WorkSite Desktop Clients Release Notes