Section - 3 : Installing the System


Follow these steps to install the Oracle Documaker on a personal computer running Windows. The following fonts are also included in the media pack you download from the Oracle Software Delivery Cloud, see Downloading the Software on page 19 for more information.

  • PCL and PostScript fonts
  • AFP fonts
  • Xerox fonts

The media pack and sample resources are now available on Oracle Technology Network (OTN) as respective downloads. The DMS1 sample resource library includes sample data.

Note:

Re-installation does not overwrite your INI files.

  • If you install the system into an existing or a new directory, the current library setup is retained. You simply need to point to the existing library setup after installing the system into a new directory.You must set up all of your libraries only if you have delete them.
  • If you install the system into an existing directory which contains a prior version, software components in the prior version that are no longer offered in newer installers will remain in place. To avoid confusion and to take full advantage of all the new system offers, it would be best to install the new release to a different location. However, if you need to install to the same location as the prior version, first save off any needed data, uninstall the older release, then install the newer release to that location.
  • If you need to uninstall Oracle Documaker or one of its registered add-ins, such as Oracle Documaker Add-In for Microsoft Word, use Control Panel’s Add or Remove Programs option. Uninstall Oracle Documaker Add-in for Microsoft Word prior to uninstalling Oracle Documaker.

Before you begin

Keep in mind...

  • Be sure to log onto your computer as Administrator and make sure you have full directory access permissions to the \all users folder, as well as to the registry.
  • Admin rights and permissions are required to run the installer and uninstaller because of need for ability to modify registry and system.
  • When using NTFS drive formats, the logon name must be assigned all privileges and permissions to the Windows operating system folder and all sub-folders within, as well as to make changes to the Windows registry.
  • The installation wizard verifies that you have the Microsoft Visual C++ Redistributable Package (vcredist_x86.exe) before beginning the installation.

This program installs run-time components of the Visual C++ libraries, which are required to run Documaker Studio. If you try to run Studio without the Microsoft Visual C++ Redistributable Package, you will get the following message:

Image represents DM Studiio Dialog.
Figure 1.3.1 - DM Studio Dialog

If these run-time components are not installed on your computer, download and install the latest Microsoft Visual C++ 2008 Redistributable Package (x86) from Microsoft’s Download Center:

http://www.microsoft.com/downloads/

Standard Installation

Follow these steps to install the system:

Note:

If you plan to install the optional Documaker Add-In for Microsoft Word, review Installing the Documaker Add-In for Word on page 23 and make sure Word is closed before you begin.

If you plan to install the optional IStream Migration Utility, review Installing the IStream Migration Utility and make sure Word is closed before you begin.

  1. From the directory into which you downloaded the Oracle Documaker Standard Edition media pack, unzip the media pack, locate and double click on the following program:

    Image represents Documaker setup window.
    Figure 1.3.2 - DM Setup Window

    ODSE12.6.00.#####W32.exe(version and patch number), where ##### is the build number. The installation wizard starts.

  2. Follow the instructions that appear on your screen to install the software. The installation creates folders on your Start\Programs menu.

    Depending on the operating system, the progress bar may display as a thin gray line. This is because by default, install4j assumes the native look and feel.

    Note: The shortcut icon for both Documaker Studio and Documaker Desktop are automatically created on the desktop as a part of the installation process. Documaker Desktop and Documaker Studio are also listed under the Start\Program menu unless you check the “Don’t create a Start Menu folder” option.

    At the end of the installation process on a Windows 7 - 64bit environment, the system may display the Microsoft Visual C++ 2008 Redistributable Setup dialog for Maintenance mode.

    Select one of the options below:

    • Repair - Repair Microsoft Visual C++ 2008 Redistributable to its original state.

    • Uninstall - Uninstall Microsoft Visual C++2008 Redistributable from this computer.

    Choose Repair to go ahead with the installation process.

    Note:

    If you uninstall the Microsoft Visual C++ 2008 Redistributable prior to running the Documaker install, you will be prompted to click through the license agreement for the redistributable. However, both the installations finish successfully.

    In a scenario when the redistributable is still installed post Documaker Uninstallation, Maintenance: Repair/uninstall screen appears when you re-install Documaker.

    After you install the system, restart your computer so the various system settings can take effect. If you install the software on a network, you will need to set up icons and a program group for each user. Refer to your operating system’s documentation for information on how to do this.

Installing in Silent Mode

You can run the installer in silent mode from the command line. To do this you must create a response file to provide the information the installer needs. A response file is a text file which contains the information a user would typically provide while running the Setup wizard or responding to command-line prompts. This information is in this format:

name=value

To create a response file that contains the necessary data, first run the command-line installer in one of these ways:

  • Using default mode, with no arguments. After the installation finishes, the installer creates a response file named response.varfile.

After the installation finishes, the installer creates the response file and stores it in the .install4j directory. This file contains name = value data captured during the installation process. You can edit this file if necessary to modify the values. Here is an example:

#install4j response file for (application/version)

#Wed Mar 16 16:53:12 EDT 2011

sys.languageId=en

sys.installationDir=d\:\\ (application/version)

Create a copy of response.varfile and uninstall the standard installation.

You can then pass the response file to the installer using the -varfile parameter. For example, to run the installer in unattended mode using a response file, include these parameters:

ODSE12.6.00.#####W32.exe(version and patch number).exe -q -varfile x:\response.varfile

Parameter Description
-q Runs the installer in unattended mode.
-varfile Varfilename specifies the name of the response.varfile to use. You can include a full path.
##### is the build number

Installing the Documaker Add-In for Word

The Documaker Add-In for Microsoft Word is an optional module that lets you create Documaker documents using Microsoft Word.

Note:

Before installing the Documaker Add-In for Word, you must make sure Word 2007, Word 2010 or Word 2013 is installed on the computer.

If you have older versions of Word installed on the computer that will run the Add-In, uninstall those versions of Word before you install the Add-In.

After you install Studio and the Documaker Add-In, be sure to run Word before you import files into Studio, otherwise the Documaker Add-In will not load when Studio starts Word as part of the import process. If the Documaker Add-In does not appear, see If the Documaker Add-In does not Appear in Word on page 25 for more information.

Add-In requirements

In addition to the basic Documaker Windows system requirements outlined in System Requirements, you need the following applications to run the Add-In:

Item Version
Microsoft .NET Framework Version 3.5. You can have other versions of .NET Framework too, but you must have version 3.5.
Microsoft Visual Studio 2010 Tools for Office Runtime (x64) Setup Version 3.0 with Service Pack 1 or higher
Review the Microsoft Download Center site for any additional requirements associated with these applications: http://www.microsoft.com/downloads/
Note that the Microsoft .NET Framework must be installed before the VSTO Runtime

In addition, Microsoft .NET Programmability Support for Word must be enabled. For more information, see Checking for.NET Programmability Support.

Note:

You can only install one copy of the Documaker Add-in for Word on a computer. For best results, use the same version of Studio and the Add-In. For example, a new feature in version 12.4 of the Add-In might not be recognized in an earlier version of Studio.

Configuring resource options

During installation, the Setup wizard lets you override default resource location options. You can override these locations at this time or you can change the locations as needed while working in the Add-In by choosing Options from the Documaker ribbon.

The Setup wizard lets you set these configuration options:

Option Description
Workspace Service URL (Optional) Enter the default web address for the Docupresentment web service. This service can be used to download workspace definition files.
Workspace Definition Folder Enter the default location for storing workspace definition files (WDF).
Resource File Enter the name of the local resource file for this installation. This XML file contains all of your locally created resources.
The default is: localresources.xml
If this file is missing, the system generates a new copy of it.
Graphics Folder Enter the default location for storing graphic files.
Default Graphic Enter the file name and extension for the default graphic, also called the placeholder image. The Add-In displays this graphic if it cannot find a specified graphic.
Log Folder Enter the default location for storing log files. These files contain error and other operational messages which can be useful when diagnosing problems.

Updating Microsoft Word

For best results, make sure you have installed the latest updates to your version of Microsoft Word.

To check for updates to Follow these steps
Word 2007 From the Office menu, click Word Options. On the left pane, click Resources, then click the Check for Updates button.
Word 2010 Choose File, Help and then select the Check for Updates option.
Word 2013 Choose File, Account and then select ‘Update Options’.

Starting the Documaker Add-In for Word

After you install the Documaker Add-In for Microsoft Word, the next time you start Microsoft Word, you will see this message if you have Internet access:

Image represents MS Office customization installer.
Figure 1.3.3 - Starting Documaker Add-In for MS Word

If you do not have Internet access, this message appears instead:

Publisher cannot be verified.

Are you sure you want to install this customization?

To continue, click Install.

Click Install to continue. Then make sure the Documaker tab appears as the last tab on the Microsoft Word ribbon.

Image represents Documaker menu options in MS word.
Figure 1.3.4 - Starting Documaker Add-In for MS Word

If the Documaker Add-In does not Appear in Word

If the Documaker Add-In does not appear after you install Documaker and open Microsoft Word, you probably need to install the certificate for the Add-In. Follow these steps:

  1. Click the Microsoft Office button and select Word Options.

  2. On the left pane of the Word Options window, click Add-Ins.

  3. At the bottom of the Word Options window, for Manage select COM Add-ins, then click Go.

    Image represents selecting COM Add-ins.
    Figure 1.3.5 - Selecting COM Add-ins
  4. Click the Oracle Documaker Add-In for Microsoft Word entry to enable it. Then click OK.

    Note:

    If the Oracle Documaker Add-In for Microsoft Word entry does not appear, see If the Documaker Add-In does not appear as an inactive add-in.

    Image represents COM Add-Ins
    Figure 1.3.6 - COM Add-ins

The Documaker tab should now appear in Word. If it does not, close and reopen Word.

If the Documaker Add-In does not appear as an inactive add-in

If Oracle Documaker Add-In for Microsoft Word does not appear in the Inactive Application Add-Ins section follow these steps:

  1. Scroll down the list of add-ins until you see the Disabled Application Add-Ins section.

    If Oracle Documaker Add-In for Microsoft Word appears in the Disabled Application Add-Ins section, complete these remaining steps:

  2. At the bottom of the Word Options window, on the Manage list, select Disabled Items, then click OK.

  3. Click the Oracle Documaker Add-In for Microsoft Word entry to highlight it. Then click Enable.

The Documaker ribbon should now appear in Microsoft Word. If it does not, close and reopen Microsoft Word.

Installing the IStream Migration Utility

The IStream Migration Utility is an optional utility that helps you migrate IStream model documents to Documaker. In addition to the basic Documaker Windows system requirements outlined in System Requirements Guide you need the following applications to run this utility:

Item Version
Operating system Win7 SP1+ (32/64), Win8/8.1 (64) or Win Server 2008
Microsoft Word Word Version 2010 SP2+ (32), Word Version 2013 & 2013 SP1+ (32); Word Version 2016 (32)
Microsoft .NET Framework .NET 2.x or 3.x and VSTO 2.x installed
Review the Microsoft Download Center site for any additional requirements associated with these applications: http://www.microsoft.com/downloads/

In addition, Microsoft .NET Programmability Support for Word must be enabled. For more information, see Checking for.NET Programmability Support. For information on using the IStream Migration Utility, see the Utilities Reference.

Checking for.NET Programmability Support

Both the Documaker Add-In for Word and the IStream Migration Utility require Microsoft .NET Programmability Support for Microsoft Word to be available. This feature is typically installed and enabled when you install Word. If, however, you need to check, follow these steps:

Image represents installation options.
Figure 1.3.7 - Installation Options
  1. From the Control Panel, choose the Add or Remove Programs option, then highlight Microsoft Word or Microsoft Office and click Change.
  2. Select the Add or Remove Features option and click Continue.
  3. On the Installation Options tab, expand Microsoft Office Word and make sure Microsoft .NET Programmability Support is available, as shown here:
  4. Once you make sure the Run from My Computer option is selected, click Continue and exit Control Panel.