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xPression 3xPresso for Adobe InDesign Installation Guide

© 2005–2008 by EMC Document Sciences. All rights reserved. The copyright protection claimed includes all formats of copyrightable material and information governed by current or future statutory or judicial law. This includes, without limitations, any material generated by the software programs that display icons or other screen interfaces. You may not copy or transmit any part of this document in electronic or printed format without the express written permission of EMC Document Sciences. xPression, CompuSet, and all other EMC Document Sciences products mentioned in this publication are trademarks of EMC Document Sciences. For complete copyright information, please see the file Licensing.txt located on your eBook Library CD.EMC Document Sciences, 5958 Preistly Drive, Carlsbad, CA 92008www.docscience.com

Table of Contents

Table of Contents

Before You Begin .................................................................................................... 5

What is xPresso for Adobe InDesign? ............................................................................................................................ 5Software and Hardware Requirements ........................................................................................................................... 6Supported Data Types .................................................................................................................................................... 6Installation Overview ....................................................................................................................................................... 6

Installation Directory Paths ................................................................................................................................ 7Licensing Your xPresso for Adobe InDesign Software ................................................................................................... 7Existing xPresso Installations ......................................................................................................................................... 7Information Boxes and Revision Bars ............................................................................................................................. 8Solution Support ............................................................................................................................................................. 8

Installing on Windows ............................................................................................ 9

Before You Begin ............................................................................................................................................................ 9Performing a Windows Installation ................................................................................................................................. 9Registering Your Software ............................................................................................................................................ 11Troubleshooting ............................................................................................................................................................ 12

Valid License Being Called Invalid ................................................................................................................... 12Corda Builder Not Launching ........................................................................................................................... 12

Installing on a Macintosh ..................................................................................... 15

Before You Begin .......................................................................................................................................................... 15Installing the Java Environment .................................................................................................................................... 15

How Do I Know What Version is Installed? ...................................................................................................... 15What if I Have More Than One Java Version Installed? .................................................................................. 16

Performing a Macintosh Installation .............................................................................................................................. 16Registering Your Software ............................................................................................................................................ 18Multiple User Access to InDesign CS2 on the MacIntosh ............................................................................................. 19

Verifying Your Installation ................................................................................... 21

Previewing the Document ............................................................................................................................................. 21Packaging the Document .............................................................................................................................................. 23

EMC Document Sciences

Table of Contents4

Documentum Integration ..................................................................................... 25

xPresso for Adobe InDesign Integration ....................................................................................................................... 25

Upgrading Your Software .................................................................................... 27

xPresso for Adobe InDesign on Windows .................................................................................................................... 27Installing Over the Existing Installation ............................................................................................................ 27Uninstalling the Existing Software .................................................................................................................... 27

xPresso for Adobe InDesign on Macintosh ................................................................................................................... 28Installing Over the Existing Installation ............................................................................................................ 28Uninstalling the Existing Software .................................................................................................................... 28


Welcome to xPresso for Adobe InDesign! This book contains complete instructions for installing and configuring the xPresso for Adobe InDesign. This chapter contains information you need to know before you begin installing the xPresso for Adobe InDesign software.

What is xPresso for Adobe InDesign?xPresso for Adobe InDesign enables you to use Adobe® InDesign® CS2 or CS3 to design dynamic, rule-based documents. xPresso for Adobe InDesign is part of the xPression product suite, and is designed to use your existing digital assets to help you quickly design, compose and publish highly targeted and segmented collaterals, catalogs and direct mail. You can also easily create well-designed relationship statements and billing notices that combine transactional data with targeted marketing messages.

The xPresso for Adobe InDesign client works independently of the xPression (xPRS) Server, but once your document is ready for production, you can deploy the document and its data source on the server to publish it.

Chapter 1

Before You Begin 1

Figure 1. xPresso for Adobe InDesign is one of the document design components of the xPression product suite.


Chapter 1 - Before You Begin6

Software and Hardware RequirementsxPresso for Adobe InDesign has specific requirements for each platform supported. For a list of hardware and software requirements, please see the xPression Operating Requirements document located at the root of the xPression eBooks CD.

Supported Data TypesxPresso for Adobe InDesign and the xPression Server support industry standard XML data sources and data schema files for your variable data input. Your variable records can all be contained in a single XML file or broken out into separate XML files. If you have multiple XML files, store them all in the same directory, and in a location that xPresso for Adobe InDesign can access. Each of your XML files for a particular document must be compatible with the schema used to create the document.

With this release, xPresso for Adobe InDesign supports the following data types:

Installation OverviewThis section will provide you with an overview of the entire xPresso for Adobe InDesign installation process, and includes a checklist to help guide you through the process and ensure that you don’t miss any steps.

Here are the steps for the overall installation process:

1. Obtain your license keys. For more information, see “Licensing Your xPresso for Adobe InDesign Software” on page 7.

2. (Optional) Uninstall any legacy software. For more information, see “Existing xPresso Installations” on page 7.

3. Install the xPresso client software. For more information, see “Installing on Windows” on page 9 or “Installing on a Macintosh” on page 15.

4. Register your software. For more information, see “Registering Your Software” on page 11 (Windows) or “Registering Your Software” on page 18 (Macintosh).

5. Verify your installation. For more information, see “Verifying Your Installation” on page 21.

6. Documentum only: Configure xPresso for Adobe InDesign for Documentum integration. For more information, see “Documentum Integration” on page 25.

• String • Boolean (true/false)

• DateTime • Date (format: YYYY-MM-DD)

• Time • Integer

• Double • Float


Chapter 1 - Before You Begin 7

Installation Directory PathsDuring the installation process, the installer uses the system default temporary directory (%TMP%($TMP)) to store temporary files. The installer doesn’t support non-English characters in this path. If your default temp directory contains unsupported characters, you must change the path to one that contains only English characters before installation. You can reset the path after the installation completes.

Licensing Your xPresso for Adobe InDesign SoftwareThere are three main components that are necessary to license your xPresso for Adobe InDesign software, you need all three of these to complete the process:

• Serial Number. The serial number is specific to your company and the xPresso client applications purchased, specifying a certain number of licenses for each application. Document Sciences Customer Care provides the serial number to your company or administrator along with the installation files.

• Request Code. The request code is specific to the machine upon which you run the xPresso client. This request code secures the software from being copied to other machines.

• License Key. The license key is granted to you from the Document Sciences self-service activation application or manually from Document Sciences' Customer Care department. The license key's term of validity is set by the serial number and the master agreement with your company.

You must have your company’s serial number in order to complete the xPresso for Adobe InDesign installation program. Once you install the software, you’ll need to locate the request code, which you’ll use to obtain your license key. For more information, see “Registering Your Software” on page 11.

For any questions or problems, contact Document Sciences Customer Care:

Existing xPresso InstallationsIf you have a previous release of xPresso for Adobe InDesign installed on the same computer that you are going to install this new release, you can either install over your existing release, or uninstall it first. If you install without uninstalling first, the installation program will confirm that you want to overwrite your existing install.

Click Yes to continue with the installation, and overwrite your existing installation. Or click No to cancel the installation and uninstall your existing installation first. For specific instructions on uninstalling your software version and platform, see “Upgrading Your Software” on page 27.

E-mail: [email protected]

Phone: (760) 602-1500 (press 2 to be connected directly to Customer Care)

Figure 2. This confirmation dialog appears during the installation process.


Chapter 1 - Before You Begin8

Information Boxes and Revision BarsWhen one of the following boxes appear on a page, it alerts you to special information.

Revision bars help you locate new or changed information. Look for these revision bars in the right margin of each affected page.

Solution SupportFor more information or to solve a problem, you can contact Document Sciences Solution Support in one of the following ways:

Caution: The caution box warns you that a fatal error, unsatisfactory output, or loss of data may occur if you do not follow directions carefully.

Tip: A tip offers suggestions to simplify a task or describes a useful shortcut. They may also describe an alternate way to use the techniques described in the text.

Note: A note offers information that emphasizes or supplements important points of the main text.

Telephone (760) 602-1500

Fax (760) 602-1515

World Wide Web http://support.docscience.com

E-mail [email protected]


http://support.docscience.com

Installing xPresso for Adobe InDesign is a simple operation, and is guided by a step-by-step installation wizard. Ensure that you have Adobe InDesign Creative Suite 2 or Creative Suite 3 installed on the computer before you install xPresso for Adobe InDesign. This chapter covers installing on a Windows platform.

Before You BeginBefore you begin the installation of xPresso for Adobe InDesign, ensure that you’ve:

• Obtained your xPresso for Adobe InDesign serial number. For more information, see “Licensing Your xPresso for Adobe InDesign Software” on page 7.

• (Optional) Uninstalled any previously-installed version of xPresso. For more information, see “Existing xPresso Installations” on page 7.

Once you have completed these steps, you are ready to install xPresso for Adobe InDesign.

Performing a Windows InstallationThe xPresso for Adobe InDesign Windows installation is a series of easy-to-follow wizard screens. Locate your installation CD, then follow these steps:

1. Insert the installation CD in your CD drive, or locate your downloaded files. In the \Client\Windows directory, locate and double click xPresso_for_InDesignCS2_Install_Windows.exe or xPresso_for_InDesignCS3_Install_Windows.exe. The xPresso for Adobe InDesign installation Introduction page appears, and provides some basic information about the installation process.

2. Click Next. The Adobe InDesign CS2 (or CS3) Installation Folder page appears.

3. Type the directory path of the InDesign software, or click the browse button to locate the correct directory. If you installed InDesign in the default folder, the correct path should be displayed. Click Next. The User Information page appears.

4. Type the name of your company and name of the person who will be using this software on this computer. Click Next. The Serial Number page appears.

5. Enter the serial number provided to your company by Customer Care. If you don’t have your serial number, see your system administrator. Click Next. The Sun Microsystems License Agreement page appears.

6. Click I accept the terms of the License Agreement to continue with the installation. Click Next. The Multivalent Software License Agreement page appears.

Chapter 2

Installing on Windows 2

Note: Double-characters are not supported in the Company Name and User Name fields.


Chapter 2 - Installing on Windows10

7. Click I accept the terms of the License Agreement to continue with the installation. Click Next. The iText Software License Agreement page appears.

8. Click I accept the terms of the License Agreement to continue with the installation. Click Next. The Image Storage Folder page appears.

9. Click Choose to browse to and select the directory where you’ll store any images that may be inserted into a document using a relative path. Or you can leave the default path. Click Restore Default Folder if you need to restore the default value.

10. Click Next. The Install Corda Builder page appears.

11. Select Yes to install xPresso Charts, or select No to not install the application. If you select Yes, click the browse button to navigate to and select the location for the installation. Or, leave the default location.

12. Click Next. The Pre-Installation Summary page appears.

13. Click Install if everything on the summary appears correct. Or click Previous to return to a previous page and make changes. If you click Install, the installation progress page appears.

Once the installation is complete, the Installation Complete page appears.

14. Click Done to complete your xPresso for Adobe InDesign installation.

Now that you have installed xPresso for Adobe InDesign, you need to register the installation before it can be used. For more information, see “Registering Your Software” on page 11.

Figure 3. Select whether or not you want to install the xPresso Charts application. This application is required if you are going to create dynamic charts to include in your documents.

Note: The installation path for the xPresso Charts application can’t have spaces in it. For example, C:\Program Files\xPresso Charts is not a valid installation directory, but C:\xPressoCharts is valid.


Chapter 2 - Installing on Windows 11

Registering Your SoftwareBefore the xPresso for Adobe InDesign software can be used, it needs to be registered. The register process requires that you launch xPresso for Adobe InDesign, obtain the request code, submit the request code, receive your license key, and then apply your license key. Obtaining your license key is done through an easy-to-use Web interface.

To register your software:

1. Launch xPresso for Adobe InDesign, and on the xPresso menu, click Register.

2. In the Register dialog box, select and copy the entire contents of the Request Code field.

3. Open a Web browser and navigate to http://www.docscience.com/xpressoregister3. The EMC Document Sciences License generator page appears.

4. Paste the entire Request Code into the Request Code field on the web page.

5. Type your first and last name, telephone number and e-mail address. Your e-mail address must match the domain addresses registered for your company. For example, a license key for Document Sciences Corporation may be sent to [email protected] but not [email protected].

Figure 4. The Request Code is unique to the machine the software is running on.

Figure 5. The xPresso Product Activation page enables you to submit your request code and receive your license key in an e-mail response.


http://www.docscience.com/xpressoregister3


6. Click Get License. Your license key will be sent from [email protected] to the e-mail address specified - if you use spam filtering, please add this to your e-mail address book to ensure prompt delivery. If you request was successfully sent, you’ll see a confirmation message.

7. Copy the license key from the e-mail into the Register dialog box License Key field within the xPresso for Adobe InDesign.

8. Click OK. You will see a confirmation message that the license has been accepted.

9. Click OK. The Register dialog box closes and your xPresso for Adobe InDesign software is now ready for use.

Now that you have installed and registered xPresso for Adobe InDesign, you should perform an end-to-end verification test to ensure that your installation is configured and working correctly. For more information, see “Verifying Your Installation” on page 21.

TroubleshootingIf you encounter an issue during the installation of the xPresso for Adobe InDesign client, information in this section may help you determine the cause and fix the problem.

Valid License Being Called InvalidIf you encounter an issue where a license you know is valid is not being accepted as valid by the xPresso for Adobe InDesign installation program, you may have a problem with your temporary directory.

It is possible for the installer to be unable to run programs contained in your temporary folder. This may be caused by the temp folder variable pointing to a non-existent directory. Setting your environment variable “temp” and “tmp” user variables to “%SystemRoot%\TEMP” may solve the problem.

To identify whether the problem are you are encountering is caused by the temp folder issue, you can click the CTRL key continually during the installation process and watch the messages that appear. If you see a message stating that running “forinstall.exe” failed with an error number of 2, the temp folder issue may be causing your problem.

Corda Builder Not LaunchingCorda Builder may not run after applying an update to the Java Runtime Environment (JRE). When Sun Microsystems provides updates to the JRE, they may change the installation directory. When this occurs, Corda Builder will not run, and will not provide an error message. To correct this, change the JRE path in CordaBuilder.properties.

Figure 6. Ensure that you copy the entire license key.


Chapter 2 - Installing on Windows 13

To update the JRE path:

1. Open CordaBuilder.properties, located in C:\xPressoCharts\Builder by default, for editing.

2. Locate the path statement, which resembles this:

Application.java.home=C\:\\Program Files\\Java\\jre1.5.0_12

3. Correct the entry so that it reflects the new JRE path.

4. Save the CordaBuilder.properties file.


Installing xPresso for Adobe InDesign is a simple operation, and is guided by a step-by-step installation wizard. Ensure that you have Adobe InDesign CS2 or CS3 installed on the computer before you install xPresso for Adobe InDesign. This chapter covers installing on a Macintosh platform.

Before You BeginBefore you begin the installation of xPresso for Adobe InDesign, ensure that you’ve:

• Obtained your xPresso for Adobe InDesign license key. For more information, see “Licensing Your xPresso for Adobe InDesign Software” on page 7.

• (Optional) Uninstalled any previously-installed version of xPresso. For more information, see “Existing xPresso Installations” on page 7.

Once you have completed these steps, you are ready to install xPresso for Adobe InDesign.

Installing the Java EnvironmentxPresso for Adobe InDesign requires Sun’s Java 2 Platform, Standard Edition (J2SE) version 1.5 (5.0 Release 1) installed on the machine before you run the xPresso for Adobe InDesign installation program.

How Do I Know What Version is Installed?You can check to see what version of JDK is installed on your machine by following these steps:

1. Navigate to the Applications/Utilities folder and open Terminal.

2. From the File menu, select New Shell.

3. Type the following command:

java -version

You should see something similar to the following image.

Chapter 3

Installing on a Macintosh 3

Figure 7. This shows an example of the terminal display after entering the java version command.


Chapter 3 - Installing on a Macintosh16

What if I Have More Than One Java Version Installed?If your Macintosh machine has multiple version of JDK installed, you can run the installer through the command line to specify which version you want the software installed with, for example:

xPresso Install.app/Contents/MacOS$ ./xPresso\ Install LAX_VM /user/bin/java

Where /user/bin/java is the location of the 1.5 JDK.

Another option is to remove the other versions of the JDK from the system. You can do this by simply moving the other version files to a different directory. Ensure that if you do this, no other applications running on your system require the other versions.

To move other java versions:

1. Create a new folder to store the other java versions. Don’t delete these versions in case you need to restore them later.

2. Open the following folders in order: System, Library, Frameworks, JavaVM.framework, and Versions.

3. Move all the java versions other than 1.5 to the new folder you created in Step 1.

Performing a Macintosh InstallationThe xPresso for Adobe InDesign Macintosh installation is a series of easy-to-follow wizard screens. Locate your installation CD, or the directory where you unzipped your downloaded files, then follow these steps:

1. Insert the installation CD in your CD drive, and navigate to the \Client\Macintosh directory, or locate your downloaded files. Double-click xPresso_for_InDesignCS2_Install_Mac or xPresso_for_InDesignCS3_Install_Mac. The xPresso for Adobe InDesign installation Introduction page appears, and provides some basic information about the installation process.

Click Next. The Adobe InDesign CS2 (or CS3) Installation Folder page appears.

2. Type the directory path of the InDesign software, or click the browse button to locate the correct directory. If you installed InDesign in the default folder, the correct path should be displayed. Click Next. The User Information page appears.

3. Type the name of your company and name of the person who will be using this software on this computer. Click Next. The Serial Number page appears.

4. Enter the serial number provided to you by Customer Care. If you don’t have your serial number, see your system administrator. Click Next. The Sun Microsystems License Agreement page appears.

5. Click I accept the terms of the License Agreement to continue with the installation. Click Next. The Multivalent Software License Agreement page appears.

6. Click I accept the terms of the License Agreement to continue with the installation. Click Next. The iText Software License Agreement page appears.

Note: The steps for installing xPresso for Adobe InDesign CS2 and CS3 are the same. The screen shots in this chapter are from a CS2 install, the only difference on the installation wizard for CS3 is that it will say “CS3” anywhere these screen shots say “CS2”.

Note: Double-characters are not supported in the Company Name and User Name fields.


Chapter 3 - Installing on a Macintosh 17

7. Click I accept the terms of the License Agreement to continue with the installation. Click Next. The Image Storage Folder page appears.

8. Click Choose to browse to and select the directory where you’ll store any images that may be inserted into a document using a relative path. Or you can leave the default path. Click Next. The Install Corda Builder page appears.

9. Select Yes to install xPresso Charts, or select No to not install the application. If you select Yes, click the browse button to navigate to and select the location for the installation. Or, leave the default location.

10. Click Next. The Pre-Installation Summary page appears.

11. Click Install if everything on the summary appears correct. Or click Previous to return to a previous page and make changes. If you click Install, the installation progress page appears.

Once the installation is complete, the Installation Complete page appears.

12. Click Done to complete your xPresso for Adobe InDesign installation.

Now that you have installed xPresso for Adobe InDesign, you need to register the installation before it can be used. For more information, see “Registering Your Software” on page 18.

Figure 8. Select whether or not you want to install the xPresso Charts application. This application is required if you are going to create dynamic charts to include in your documents.

Note: (1) You must have JKD 1.5 installed to use Corda Builder. (2)The installation path for the xPresso Charts application can’t have spaces in it. For example, C:\Program Files\xPresso Charts is not a valid installation directory, but C:\xPressoCharts is valid.



Registering Your SoftwareBefore the xPresso for Adobe InDesign software can be used, it needs to be registered. The register process requires that you launch xPresso for Adobe InDesign, obtain the request code, submit the request code, receive your license key, and then apply your license key. Obtaining your license key is done through an easy-to-use Web interface.

To register your software:

1. Launch xPresso for Adobe InDesign, and on the xPresso menu, click Register.

2. In the Register dialog box, select and copy the entire contents of the Request Code field.

3. Open a Web browser and navigate to http://www.docscience.com/xpressoregister3. The EMC Document Sciences License generator page appears.

4. Paste the entire Request Code into the Request Code field on the web page.

Figure 9. The Request Code is unique to the machine the software is running on.

Figure 10. The xPresso Product Activation page enables you to submit your request code and receive your license key in an e-mail response.


http://www.docscience.com/xpressoregister3

Chapter 3 - Installing on a Macintosh 19

5. Type your first and last name, telephone number and e-mail address. Your e-mail address must match the domain addresses registered for your company. For example, a license key for Document Sciences Corporation may be sent to [email protected] but not [email protected].

6. Click Get License. Your license key will be sent from [email protected] to the e-mail address specified - if you use spam filtering, please add this to your e-mail address book to ensure prompt delivery. If you request was successfully sent, you’ll see a confirmation message.

7. Copy the license key from the e-mail into the Register dialog box License Key field within the xPresso for Adobe InDesign.

8. Click OK. You will see a confirmation message that the license has been accepted.

9. Click OK. The Register dialog box closes and your xPresso for Adobe InDesign software is now ready for use.

Now that you have installed and registered xPresso for Adobe InDesign, you should perform an end-to-end verification test to ensure that your installation is configured and working correctly. For more information, see “Verifying Your Installation” on page 21.

Multiple User Access to InDesign CS2 on the MacIntoshOn MacIntosh systems where multiple users with individual logins require access to xPresso for Adobe InDesign, it is highly recommended that the system administrator manually change permission of the 'Indesign.app' to allow some level of access to all users who may require access to xPresso for Adobe InDesign. If permission is not provided, access to packages will be restricted.

This procedure is normally performed one time, during installation, by the installation engineer. Once performed on a given system it need not be repeated. It should only be attempted by properly qualified individuals.

To provide permission to the InDesign application:

1. Open the Terminal window and navigate to the location of the Adobe InDesign CS2.app file.

2. Perform these commands:

chmod 777 "Adobe InDesign CS2.app"chmod 2777 "Adobe InDesign CS2.app"chmod 4777 "Adobe InDesign CS2.app"

These commands have the following effects:

• 777 allows any user(s) or Group(s) login to the system to launch Adobe InDesign CS2.

Figure 11. Ensure that you copy the entire license key.



• 2777 grants the process the same authority as the group of “Adobe InDesign CS2.app” to read and write from or to another file or folder, such as the ‘temp’ folder.

• 4777 grants the process the same authority as the owner of “Adobe InDesign CS2.app” to read and write from or to another file or folder, such as the ‘temp’ folder.

Note: The commands are case-sensitive and must be entered exactly as shown.


This chapter includes steps to walk you through verifying your xPresso for Adobe InDesign installation. During this verification process, you’ll open a document in xPresso for Adobe InDesign and preview and package it.

Previewing the DocumentThe first steps to verifying your xPresso for Adobe InDesign installation is to make sure you can open and preview the document. The document we’ll use for this test is one of the documents that is installed with the software and used in the xPresso for Adobe InDesign Tutorial. For more information about xPresso for Adobe InDesign, see the xPresso for Adobe InDesign User Guide.

To preview your test document:

1. Start Adobe InDesign.

2. Open Financial Newsletter_Template.indd, located in the following directory:

[Adobe InDesign install directory]\xPressoHelp\Tutorial\Financial Newsletter\Source

If a message about missing links appears, click Fix links automatically.

Chapter 4

Verifying Your Installation 4

Note: The screen shots in this chapter show the CS2 version of the software. The CS3 version will look slightly different; however, all the steps are the same.

Figure 12. . If xPresso is installed correctly, these components should be available in the interface:

xPresso menu

xPresso Schematic

Data Schema palette

xPresso Preflight palette

Variable Definition palette

Document Property palette


Chapter 4 - Verifying Your Installation22

3. Verify that the following components are available in the interface (as shown in Figure 12 on page 21):

– The xPresso menu

– The xPresso Schematic (if it’s not visible, click the InDesign Show Structure button)

– The Data Schema palette (if it’s not visible, select Data Schema from the InDesign Windows menu)

– The xPresso Preflight palette (If it’s not visible, select xPresso Preflight from the InDesign Windows menu)

– The Variable Definition palette (If it’s not visible, select Variable Definition from the InDesign Windows menu)

– The Document Property palette (If it’s not visible, select Document Property from the InDesign Windows menu)

4. Click the Variable Definition menu and select Preview PDF.

5. Select the 3.0_MASTER.xml file from the following directory:

[Adobe InDesign install directory]\xPressoHelp\Tutorial\Financial Newsletter\CustomerData

The Export Option dialog box appears.

6. Leave all the options at their default for this test, and click OK. For information about the options on this dialog box, see the xPresso for Adobe InDesign User Guide.

Once the process is complete, xPresso for Adobe InDesign opens the PDF in a separate Adobe Reader window.

7. Close the Adobe Reader window, and return to InDesign. Leave the document open in xPresso for Adobe InDesign so that you can complete the steps in the next section.

Figure 13. You can specify export options when creating your PDF preview.


Chapter 4 - Verifying Your Installation 23

Packaging the DocumentThe second step to verifying the xPresso for Adobe InDesign Installation is to package the document, so that you can deploy it on the xPRS Server and verify the server installation later.

1. On the xPresso menu, click Create xPRS Package.

2. Select the directory where you want to store your test package. This directory should be accessible from your xPRS Server. Name your package InDesign Test Document.pkg and click Save. The Export Option dialog box appears.

3. Leave all the options at their default for this test, and click OK. For information about the options on this dialog box, see the xPresso for Adobe InDesign User Guide.

If the Create xPRS Package Message dialog box appears, click Continue.

Once the packaging process is complete, you can use the package to verify the xPression Server installation. For more information, see the xPression Workgroup Edition Server Installer’s Handbook.

Figure 14. You can specify export options when creating your PDF preview.


Chapter 4 - Verifying Your Installation24


xPresso for Adobe InDesign enables you to integrate with your existing Documentum system. You can open documents stored in Documentum, save documents into Documentum, and place images or PDFs from Documentum into your document. Before you can use all these features, however, you must configure your environment for Documentum integration.

The steps in this chapter should be completed after you have installed and tested your complete xPresso for Adobe InDesign installation.

xPresso for Adobe InDesign IntegrationTo work with Documentum through xPresso for Adobe InDesign, most of the setup is done on the client computer. For more information, see the xPresso for Adobe InDesign User Guide.

You are not required to install any Documentum software on your xPresso for Adobe InDesign client computer; however, if you don’t, you will not be able to PDF preview any images or PDFs included by reference in your documents. The images or PDFs will appear as gray boxes in the PDF preview. To ensure that you can view all of your Documentum content in xPresso for Adobe InDesign, you must install the Documentum Desktop software.

To configure xPresso for Adobe InDesign for Documentum integration:

1. Install the Documentum Desktop client software. During the installation, note the location of the configuration folder - you’ll need this information later. Also, ensure that you enter the correct Documentum broker server name.

If the Desktop software is already installed on your computer, find the location of the configuration folder.

2. Navigate to the configuration folder. The default location is [Documentum Install Drive]:\Documentum\Config.

3. Copy the dfc.properties file located in the \Config folder.

4. Navigate to the [InDesign Install Directory]\xPresso\conf directory.

5. Paste the dfc.properties file into the \conf directory.

Chapter 5

Documentum Integration 5


Chapter 5 - Documentum Integration26


This chapter contains instructions for upgrading your existing installation to the latest release on all supported platforms.

xPresso for Adobe InDesign on WindowsThe upgrade from version 2.5 or 2.5.1 to the current release version can be done in one of two ways. You can install over your existing software installation, or you can uninstall and then reinstall.

Installing Over the Existing InstallationIf you install without uninstalling first, the installation program will confirm that you want to overwrite your existing install.

Click Yes to continue with the installation, and overwrite your existing installation. Or click No to cancel the installation and uninstall your existing installation first.

For more information, see “Installing on Windows” on page 9.

Uninstalling the Existing SoftwareTo uninstall xPresso for Adobe InDesign software on a Windows platform:

1. Click Start, Settings, Control Panel to open the Control Panel.

2. Double-click Add or Remove Programs.

3. Click xPresso for Adobe InDesign CS2 and click Change/Remove. The Uninstall xPresso for Adobe InDesign CS2 program starts.

4. Click Uninstall. The uninstall program begins to remove the components and displays a progress page as it does so.

5. When the process completes, the wizard displays an Uninstall Complete page.

6. Make a note of any directories or files that were not removed and click Done.

7. (Optional) Browse to a directory listed on the Uninstall Complete page and delete the remaining xPresso for Adobe InDesign items. Repeat for all the items that were listed on the page.

8. Install the new version. For more information, see “Installing on Windows” on page 9.

Appendix A

Upgrading Your Software A


Appendix A - Upgrading Your Software28

xPresso for Adobe InDesign on MacintoshThe upgrade from version 2.5 or 2.5.1 to the current release version can be done in one of two ways. You can install over your existing software installation, or you can uninstall and then reinstall.

Installing Over the Existing InstallationIf you install without uninstalling first, the installation program will confirm that you want to overwrite your existing install.

Click Yes to continue with the installation, and overwrite your existing installation. Or click No to cancel the installation and uninstall your existing installation first.

For more information, see “Installing on a Macintosh” on page 15.

Uninstalling the Existing SoftwareTo uninstall xPresso for Adobe InDesign software on a Macintosh platform:

1. Navigate to the Adobe InDesign CS2/xPresso/UninstallerData directory.

2. Double-click Uninstall_xPresso_for_InDesign. The Uninstall xPresso for Adobe InDesign CS2 program appears.

3. Click Uninstall. The uninstall program begins to remove the components and displays a progress page as it does so. When it completes, it displays an Uninstall Complete page.

4. Click Done.

5. Install the new version. For more information, see “Installing on a Macintosh” on page 15.


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