eDOCS DM 5.3
December 2 , 2010
nd
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Contents
1 2 3 4 Introduction .................................................................................................... 3 About eDOCS DM 5.3 ..................................................................................... 4 2.1 New Features ................................................................................................... 4 Packaging and Documentation .................................................................... 8 Supported Environments and Compatibility ............................................... 9 4.1 Server Machines .............................................................................................. 9 4.2 DM User Workstations ................................................................................... 11 4.3 Supported Applications .................................................................................. 11 5.1 5.2 5.3 5.4 5.5 5.6 6 Installation and Upgrade Notes .................................................................. 14 New Installations and Upgrades .................................................................... 14 Microsoft Office 2010 .NET Programmability .............................................. 14 DM Server ...................................................................................................... 15 DM Web Server.............................................................................................. 15 DM Extensions ............................................................................................... 15 RM Administrator ........................................................................................... 16
Configuration Notes .................................................................................... 17 6.1 Library Generation ......................................................................................... 17 6.2 Database Schema Changes .......................................................................... 17 6.3 DM API Changes ........................................................................................... 19 Fixed Issues.................................................................................................. 20 Known Issues ............................................................................................... 21 8.1 DM Server and DM Web Server .................................................................... 21 8.2 RM Administrator Tool and RM Extensions ................................................... 24 8.3 DM Extensions ............................................................................................... 25 Contact Information ..................................................................................... 30
7 8
1 Introduction
These Release Notes describe the latest updates to eDOCS DM 5.3. Open Text recommends that you read these Release Notes in conjunction with the documentation included with the software package. If any conflicts exist, the Release Notes supersede the other documentation. We also recommend that you check the Open Text Knowledge Center (https://knowledge.opentext.com/) for any patches or documentation updates that may have been posted after the initial release of eDOCS DM 5.3.
w w w. o p e n t e x t . c o m
For more information about Open Text products and services, visit www.opentext.com. Open Text is a publicly traded company on both NASDAQ (OTEX) and the TSX (OTC). Copyright 2010 by Open Text Corporation. Open Text and The Content Experts are trademarks or registered trademarks of Open Text Corporation. This list is not exhaustive. All other trademarks or registered trademarks are the property of their respective owners. All rights reserved.
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2.1.2
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The eDOCS DM 5.3 software is posted as an ISO-9660 image file on the Open Text knowledge center and included in the eDOCS DM 5.3 sub folder which can be found by clicking here. An ISO-9660 image file is an exact representation of the CD or DVD including the content and the logical format. To make a copy of the software you can write the image file to a blank CD-R or DVD-R, resulting in an identical copy of the original disc including file name and volume label information. The content of the image files may be accessed directly using third party tools. Using this method you can directly start the master set-up in the image file. There are many third party applications that are available for reading and extracting files from an .ISO image. If you do not currently have an application that works with .ISO images, a comparison of several applications and their .ISO features is available by clicking here.
2.1.3
Section 2.1.4 of this document provides additional information on the scripting and configuration options. The Windows Installer Development Tools web site contains several tools and utilities such as ORCA.exe to help you customize the MSI installation programs. We will be providing a eDOCS DM 5.3 MSI Installer Whitepaper which will be published to the eDOCS Champion Toolkit workspace on the Knowledge Center.
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2.1.4
2.1.5
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2.1.6
2.1.7
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eDOCS DM 5.3 API Overview Guide.pdf eDOCS DM 5.3 Webtop Customization Guide.pdf eDOCS DM RM 5.3 Data Dictionary.pdf eDOCS DM RM 5.3 Designer Guide.pdf eDOCS DM 5.3 API Overview Guide.pdf eDOCS DM 5.3 Administrator Guide.pdf eDOCS DM 5.3 Extensions API Programmers Guide.pdf eDOCS DM 5.3 - Using DM Extensions.pdf eDOCS DM 5.3 Installation Guide.pdf eDOCS DM 5.3 - Using DM Webtop.pdf eDOCS DM 5.3 Imaging.pdf eDOCS DM 5.3 Library Maintenance Tool.pdf eDOCS RM 5.3 API Reference Guide.pdf eDOCS RM 5.3 Administration Guide.pdf eDOCS RM 5.3 Extensions User Guide.pdf eDOCS DM 5.3 WorkFlow Administration Guide.pdf eDOCS DM 5.3 WorkFlow User Reference Guide.pdf
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Processor
Windows Server 2003 with Xeon processor 1.9 Ghz or greater Windows Server 2008 R2 minimum 1.4 GHz (x64 processor) or better 2 GB or greater (1 GB minimum) 1 Microsoft Windows 2008 R2 Server 64 Bit Microsoft Windows 2003 Server R2 (32 bit) Citrix XenServer 5.x Microsoft Terminal Server DM Server as a Virtual Machine 2 Microsoft SQL Server 2005 and 2008,2008 R2 in Compatibility Mode (80) or SQL-92 standard (mode 90 &100) Oracle 10g R2 Oracle 11g R2
Databases
For Optimal SQL server performance, we recommend a dedicated server-class machine with a minimum of 2GB of RAM.
2
Open Text will support customers who run DM products on supported operating systems, irrespective of whether they are running in a virtual environment or not. Open Text supports "operating systems," not specific hardware configurations. Accordingly, Open Text does not explicitly support the virtualization application since it operates as a hardware abstraction layer. The virtualization applications like VMware or Microsoft Hyper-V, support a set of certified operating systems and hardware, and the customer and the virtualization vendor will be responsible for any interactions or issues that arise at the hardware or operating system layer as a result of their use of virtualization software. Open Text will not require customers to recreate and troubleshoot every issue in
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a non-virtual environment; however, Open Text does reserve the right to request our customers to diagnose certain issues in a native certified operating system environment without the virtual environment. Open Text will only make this request when there is reason to believe that the virtual environment is a contributing factor to the issue. While DM products are expected to function properly in virtual environments, there might be performance implications, which can invalidate DM's typical sizing and recommendations. Analysis must be performed within the context of the specific application to be hosted in a virtual environment to minimize potential resource contention, which can have significant impact on performance and scalability, particularly under peak load.
4.1.2
Document Server
Operating System Novell Netware 6.5 Microsoft Windows 2008 Server, 2008 Server R2 Microsoft Windows 2003 Server Microsoft Windows 2000 Server EMC Centera Open Text Archiving for eDOCS (Read-Only)
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4.1.3
DM Web Server
Processor Windows Server 2003 with Xeon processor 1.9 Ghz or greater Windows Server 2008 R2 minimum 1.4 GHz (x64 processor) or better 2 GB or greater (1 GB minimum) Microsoft Windows 2008 R2 Server 64 Bit Microsoft Windows 2003 Server R2 (32 bit) Citrix XenServer 5.x Microsoft Windows Terminal Server Internet Information Server (IIS) 6.0 or 7.0 Microsoft Internet Explorer 7 or 8 Mozilla Firefox 3.6
Web Browser
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Microsoft Word Microsoft Excel Microsoft PowerPoint Microsoft Project Microsoft Visio Adobe Reader and Acrobat Freedom Scientific JAWS Dragon Naturally Speaking Corel Presentations Corel Quattro Pro Corel WordPerfect Lotus 1-2-3 Lotus Word Pro
3
2003 3 ,2007, 2010 (32 bit) 2003 3 ,2007, 2010 (32 bit) 2003 3 ,2007, 2010 (32 bit) 2003 3 ,2007, 2010 (32 bit) 2003 3 ,2007, 2010 (32 bit) 8.0, 94 11 10.1 X3 and X5 X3 and X5 X3 and X5 9.7 and Millennium Edition 9.8 9.7 and Millennium Edition 9.8
Although Microsoft Office 2003 is listed as a supported application for DM 5.3, we have performed minimal testing with Microsoft Office 2003 and determined that integration is possible. Open Text encourages customers to upgrade to Microsoft Office 2007 or Microsoft Office 2010; however, if that is not possible, we will continue to accept support cases from customers using DM 5.3 with Microsoft Office 2003.
4
With the release of eDOCS DM 5.2.1 CU 4 and greater the Adobe Reader and Adobe Acrobat version 9 or greater products are integrated using the DM Interceptor module
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4.3.2
Email Applications
Microsoft Outlook Lotus Notes Novell GroupWise 2003 3 ,2007, 2010 (32 bit) 7.0.4, 8.5.2 7.0, 8.0
4.3.1
Open Text Email Archiving for Microsoft Exchange Open Text Archiving for eDOCS
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5.1.1
5.1.2
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5.3 DM Server
5.3.1 Microsoft .NET Framework 3.5
The .NET Framework 3.5 is a prerequisite for all products. To install, please download the Framework from the Microsoft Download Center. You must install .NET Framework 3.5 on both the client and server machines.
5.3.2
5.5 DM Extensions
5.5.1 Microsoft .NET Framework 3.5
The .NET Framework 3.5 is a prerequisite for all products. To install, please download the Framework from the Microsoft Download Center. You must install .NET Framework 3.5 on both the client and server machines.
5.5.2
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operating systems. You can download the WinHelp.exe application and use it to view DM Help files on Windows Vista or Windows 7 operating systems. Download the appropriate Winhelp.exe application from Microsofts web site at the following location: http://support.microsoft.com/kb/917607. However, the following known issue has been reported by Microsoft. When you open a Help topic (by pressing F1 or by selecting Help>Contents and Index), the following error message appears: There was a problem running the macro. (1037). After this initial error, you can continue using the Help files. For more information and workarounds to this issue, consult Microsofts Article ID 917607 at the following location: http://support.microsoft.com/kb/917607.
5.6 RM Administrator
5.6.1 Installation
Pre-Requisites The RM Administration Tool is used to set up and administer a records management system for RM. The RM Administration Tool can be installed on any computer with an appropriate SQL client for your database and that has access to your DM Server and your database. For full functionality of the RM Administration Tool, your primary group must be DOCS_SUPERVISORS and you should be a member of RECORDS_MANAGERS . The computer on which you install the RM Administration Tool must have access to your DM Server and your database server, and it must have the appropriate drivers for your database. The DM Client API and the DM API must be installed on the machine where you are installing the RM Administration Tool. If these modules are not present, the installation program will install them for you. When the RM Administration Tool starts, it attempts to find the files RM.INI and PCDOCS.INI. If it tells you that it cannot locate one or both of these files, obtain valid copies of these files and place them in the folder where RM Administration Tool is installed.
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6 Configuration Notes
6.1 Library Generation
The DM 5.3 Release Library Generator (tblcomp.exe) program will support upgrading a DM 5.1.0.5 or 5.2.1 library to the DM 5.3 database schema. The database changes that have been made with DM 5.3 are listed below in section 6.2.1 of this document.
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NEW_DOC_ONLY When the value is Y, the user can save to a new document only; this supports saving through an application where that application cannot reopen the file, such as PDF from Microsoft Word. When the value is N, the user gets all of the standard Save As options. Version Introduced: 5.3 Data Type: Char (1) (Y or N) DISABLED When the value is Y, the Extension is disabled and will not appear as a Save As option. When the value is N (or blank), the Extension will appear in the Save As options. Version Introduced: 5.3 Data Type: Char (1) (Y or N)
6.2.2
DOCSERVERS.CONNECTION_INFO
This field is used to store the Enterprise Library Connection Information. DOCSERVERS.CONNECTION_INFO varchar(254)
6.2.3
Changes to DOCS_UNIQUE_KEYS table to support system sequences only for MS SQL environment
The DOCS_UNIQUE_KEYS table is NO LONGER used for 5.3 due to locking issues that may occur under intense system usage in previous versions of DM 5.2.1 or prior or DOCS Open 4.1. or prior. The DM 5.3 version now has a new table for each sequence in the system. The sequence tables all start with SEQ_sequencename. To support this change the SP_NEXTKEY stored procedure has been modified to get the next sequence number from these new sequence tables. By default the 4 standard sequences created by Library Generator (Tblcomp) are: SEQ_SYSTEMKEY holds the next SYSTEM_ID sequence value SEQ_PROFILE holds the next DOCNUMVER sequence value SEQ_VERSIONS holds the next VERSION_ID sequence value SEQ_NEEDS_INDEXING holds the next disposable SYSTEM_ID sequence value for the NEEDS_INDEXING table
NOTE: that if you have created a sequence for use in your own applications, you will need to go and create a replica sequence SEQ_* table for your sequences to work with the newly modified SP_NEXTKEY stored procedure
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NOTE: if you work in a mixed eDOCS DM and DOCS OPEN environment then you need to patch your DOCS Open installations so they utilize these new sequences
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7 Fixed Issues
All issues that have been previously resolved in DM 5.2.1 or a subsequent Cumulative Update have been included in DM 5.3 release. In addition the DM 5.3 release includes fixes to issues that were opened against previous versions of DM where those issues still remain open in those previous releases. You can find the issues that have been resolved in this release by searching the Open Text Knowledge Base for 5.3 or This issue is resolved in DM 5.3 from this area. You will also need to remove the checkmark for All Products and select DM RM for your search.
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8 Known Issues
8.1 DM Server and DM Web Server
8.1.1 Data Execution Prevention for DM Administrator Tools
When you attempt to run any of the DM Administrator Tools on Windows Server 2003 or 2008 R2 64 bit an error message appears and the application might stop unexpectedly. You have two options for changing the default Data Execution Protection settings on your server. Select Start>Control Panel>System, select the Advanced Tab>Performance Settings, select the Data Execution Prevention tab. Select the option for Turn on DEP for essential Windows programs and services only. OR, Select Start>Control Panel>System, select the Advanced Tab>Performance Settings, select the Data Execution Prevention tab. Select the option for Turn on DEP for all programs and services except those that I select: and select the Add option. From the Add option browse to the Program Files > Open Text > DM Server > Program and select the individual .EXE files for the DM server utilities you would like to run from the server.
Please review the following Knowledge Base articles for additional details: https://knowledge.opentext.com/knowledge/llisapi.dll?func=ll&objId=12940954&objAc tion=ArticleView https://knowledge.opentext.com/knowledge/llisapi.dll?func=ll&objId=12946274&objAc tion=ArticleView
8.1.2
8.1.3
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This patch will allow the DOCS Open 4.1 Desktop to be used in a mixed environment with eDOCS DM 5.3 while organizations perform a phased migration. This patch should only be used when DOCS Open 4.1 is run against a SQL200x compatible (compatibility level 80) database created for eDOCS DM 5.3. Only the DM 5.3 Server Admin tools should be run on an eDOCS DM 5.3 database and the DOCS Open 4.1 Administrator tools should no longer be used. The Patch will be made available on the Open Text Knowledge Center and can be found in the DOCS Open patch directory by clicking here. Do NOT implement DM 5.3 with DOCS Open in a mixed environment until this patch has been applied.
8.1.4
8.1.5
8.1.6
8.1.7
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wide enough to show the entire contents. You may just see the last portion \tblcomp.exe for example. You need to make sure that you scroll to the beginning of the entry to make sure the AdminShell is included. The following table describes the behavior that will occur when using AdminShell.exe depending on the UAC setting that is in use: Items in Green are the recommendation options.
Type of User Domain User with Local Admin Rights Application launches with a full administrative token; prompt for consent Application launches with a full administrative token; prompt for consent
Domain Admin
Domain User Application launches with a full administrative token; prompt for credentials Application launches with a full administrative token; prompt for credentials
Local Administrator
Local User Application launches with a full administrative token; prompt for credentials Application launches with a full administrative token; prompt for credentials
Always notify Notify me only when programs try to make changes to my computer Notify me only when programs try to make changes to my computer (do not dim my desktop)
UAC Setting
Never Notify
Program doesn't launch. Message saying you require Administrator rights to run this program
Program doesn't launch. Message saying you require Administrator rights to run this program
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8.1.8
8.1.9
8.2.2
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Or, after installing the RM Administration Tool you will need to change the following registry key: HKLM\SOFTWARE\Hummingbird\PowerDOCS\Forms\LookupForm To: {FBDC1964-9E00-11D4-83FC-00C04F8EEC5A instead of Use Internal Form
8.2.3
8.3 DM Extensions
8.3.1 RM Extension or DM Imaging upgrade Serial Numbers (DM-23141)
The end user will be prompted to enter the serial number for the 5.1.0.5 or 5.2.1 RM Extensions or DM Imaging software. The eDOCS DM 5.3 Extensions (x86).msi or eDOCS DM 5.3 Extensions (x64).msi installation programs can be edited using a third party tool like Microsoft ORCA to include the serial number and password so that the end user is not prompted to enter the password. RM Extensions To include the serial number for the RM Extensions open the appropriate MSI package and search for the registry value of: reg0DF9AD2FA12101704368B91318EB855D and change the value field from [OT_SERIALNUMBER_32] to [32-XXXX-XXX-XXXXXXXX] to your license key. You will also need to change the activation key by searching for the registry key reg03412074384BEFA934BB122079F43EA3 and change the value from [OT_ENCRYPTEDPASSWORD_32] to [XXXXXXXXXX] to the activation code you received with your serial number.
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DM Imaging To include the serial number for the DM Imaging open the appropriate MSI package and search for the registry value of: regFB0B51DBD684CA8C0E08EA4126773E6E and change the value field from [OT_SERIALNUMBER_28] to [28-XXXX-XXXXXXXXXXX] to your license key. You will also need to change the activation key by searching for the registry key reg0EAF1943A71D3CD30C955B53DD7EEBBE and change the value from [OT_ENCRYPTEDPASSWORD_28] to [XXXXXXXXXX] to the activation code you received with your serial number. Using a Batch File You can also create a batch file that launches the msi installation program with a command line parameter that includes the serial numbers and activation codes using the following syntax: msiexec /l*v "%TEMP%\dmext.log" /i "C:\eDOCS DM 5.3 Extensions (x86).msi" OT_SERIALNUMBER_28=28-0100-001-00000000 OT_PASSWORD_32=1234abcd OT_SERIALNUMBER_32=32-XXXX-XXX-00000000 OT_PASSWORD_32=XXXX1234
8.3.2
8.3.3
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The ThreadedUI uses the following registry keys: [HKEY_CURRENT_USER\Software\Hummingbird\PowerDOCS\AppIntegration] "ThreadedUI"=dword:00000001 HKEY_LOCAL_MACHINE\SOFTWARE\Hummingbird\Hummingbird DM Application Integration\Installation\Microsoft "ThreadedUI"=dword:00000001
8.3.4
8.3.5
8.3.6
8.3.7
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8.3.8
8.3.9
8.3.11 PowerPoint 2010 no message is displayed when the DM Add in is disabled (DM-22453)
To enable the enhanced crash detection for PowerPoint 2010 you can manually add the following registry key and restart PowerPoint 2010, or edit the DM Extensions MSI package and change the registry key to: [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\14.0\User Settings\OpenText.DM.PowerPoint] "Count"=dword:00000001
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HKCU\Software\Hummingbird\PowerDOCS\Core\Plugins\Fusion\Forms\QR, create a DWORD named OpenFirst. A setting of 3 will expand the SaveUI tree automatically if a location was chosen already or if the last saved to item is used.
9 Contact Information
Open Text Corporation 275 Frank Tompa Drive Waterloo, Ontario, Canada, N2L 0A1
Fax: +1-519-888-0677 Knowledge Center: https://knowledge.opentext.com/ For more information, visit http://www.opentext.com
w w w. o p e n t e x t . c o m
For more information about Open Text products and services, visit www.opentext.com. Open Text is a publicly traded company on both NASDAQ (OTEX) and the TSX (OTC). Copyright 2010 by Open Text Corporation. Open Text and The Content Experts are trademarks or registered trademarks of Open Text Corporation. This list is not exhaustive. All other trademarks or registered trademarks are the property of their respective owners. All rights reserved.