Xerox DocuWorks 6.2 Installation Guide

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Installation Guide

1 Before You Install DocuWorks

1.1 What to Check Before Installation................................................................... 5

1.2 Installation Overview ....................................................................................... 6

2 Installing DocuWorks

2.1 Newly Installing or Updating to DocuWorks 6.2 ............................................ 10

2.2 Upgrading DocuWorks .................................................................................. 17

2.3 Installing DocuWorks Viewer Light 6.2.......................................................... 19

2.4 Installing DocuWorks Image Capture 1.0...................................................... 23

2.5 Installing Adobe PDF Creation Add-On ........................................................ 26

3 Executing the Configuring of Personal Settings

3.1 Exceuting the Configuring of Personal Settings............................................ 28

3.2 Changing the Personal Settings.................................................................... 33

4 Uninstalling DocuWorks

4.1 Uninstalling DocuWorks 6.2 .......................................................................... 36

4.2 Uninstalling DocuWorks Viewer Light 6.2 ..................................................... 38

4.3 Uninstalling DocuWorks Image Capture 1.0 ................................................. 39

4.4 Uninstalling Adobe PDF Creation Add-On .................................................... 40

4.5 Uninstalling Adobe Reader 8.1 ..................................................................... 40

Preface

Thank you for using DocuWorks.

DocuWorks™ document handling software provides you with a uniform way to handle data in a

wide variety of office situations.

With DocuWorks, you can handle both documents created by PC (personal computer)

applications and data acquired by scanning as DocuWorks format data. This data can also be

sent as e-mail or printed on a printer.

This manual provides overview of DocuWorks and its basic operations. Be sure to read this

manual before using DocuWorks.

The description of the contents are assumed that the user has acquired the basic operations of

Microsoft

Window

98 (Second Edition), Microsoft

Windows

Millennium Edition, Microsoft

Windows

2000, Microsoft

Windows

XP, Microsoft

Windows Vista

(here after called

Windows 98SE, Windows Me, Windows 2000, Windows XP, Windows Vista).

Xerox Corporation

Permission has been obtained from Microsoft Corporation for use of software screen shots.

Pentium is a registered trademark of Intel Corporation, and its subsidiaries in the United States and/or in other countries.

Microsoft, Windows, Windows Vista, and Excel, and Internet Explorer registered trademarks of Microsoft Corporation in the

United States and/or other countries.

Adobe, Acrobat and Elements are either registered trademarks or trademarks of Adobe Systems Incorporated in the United

States and/or other countries.

WinReader is registered tradmark of Media Drive Corporation.

All product/brand names are trademarks or registered trademarks of the respective holders.

Xerox, The Document Company, the stylized X, TrustMarking Basic, and CentreWare are registered trademarks of

Xerox Corporation.

DocuWorks is a trademark of Fuji Xerox Co.,Ltd.

Fuji Xerox is not responsible for any breakdown of machines due to infection of computer virus or com-

puter hacking.

Important

copied or modified in whole or part, without the written consent of the publisher.

2. Parts of this manual are subject to change without prior notice.

3. We welcome any comments on ambiguities, errors, or omissions, or missing pages.

About DocuWorks Manuals

The following Manuals are available for DocuWorks.

Type of Manuals

The following manuals provide information on functions and operations of DocuWorks.

Refer to Help • For information on how to display "Release Notes" and "Help", refer to "How to Use

Help and Release Notes" in "Basic Operation Guide".

Using This Guide

This manual includes following contents.

 1 Before You Install DocuWorks

Before installing DocuWorks, this section describes requirements for operating environments and

installation settings.

 2 Installing DocuWorks

This section describes procedures to install application software contained in the CD-ROM.

Manual Name Description

Manual File

Format

Installation Guide

(this guide)

This is the manual.

It explains operating environments and installation

procedure of DocuWorks. This manual is shown by

clicking the [Installation Guide] on the screen when you

insert the CD-ROM of DocuWorks into the drive on your

computer.

DocuWorks

file

Basic Operation Guide This guide describes basic operations such as viewing,

creating, and editing documents.

If you check [Basic Operation Guide] in the [Select Option

Files] dialog box when you install DocuWorks, this guide

will also be installed.

You can view it by selecting [All Programs] > [Xerox] >

[DocuWorks] > [DocuWorks Basic Operation Guide].

DocuWorks

file

Help Help explain overall features of DocuWorks and details of

each function.

You can use Help as a reference to understand the

general description, as well as each operation and

functionality of DocuWorks. You can also refer to Help to

find out about setting procedures in dialog boxes while

using DocuWorks.

It mainly describes the following main points.

Overview and New Functions

Setting up and usage of operating environment with

windows

All operations

Menus and functions of dialog boxes

Specifications, compatibilities, cautions and constraints

CHM file

Release Notes It describes information you should read before working

with DocuWorks. Cautions and Constraints concerning

DocuWorks are explained.

HTML file

 3 Executing the Configuring of Personal Settings

This section describes how to configure the required personal settings when using DocuWorks

for the first time, such as Desk folder location, temporary file folder location, and the types of

OCR.

 4 Uninstalling DocuWorks

This section describes procedures to uninstall application software.

Conventions

The following symbols are used in the manual.

This manual describes the DocuWorks screens and operations taking Windows XP as an

example. For those who use operating systems other than Windows XP, please read

information according to the respective environment.

The term, "select" used in this manual refers to an operation to choose the menu items or items

in the dialog box. The term, "click" refers to an operation to place a cursor over a button in the

dialog box and press the left button of the mouse.

The following terms may be abbreviated in some cases:

- "DocuWorks Desk" may be abbreviated as "Desk".

- "DocuWorks Viewer" may be abbreviated as "Viewer".

- "DocuWorks Viewer Light" may be abbreviated as "Viewer Light".

- "DocuWorks Viewer Light for Web" may be abbreviated as "Viewer Light for Web".

- "DocuWorks Viewer Control" may be abbreviated as "Viewer Control".

- "[DocuWorks Desk] window" may be abbreviated as "Desk window".

- "[DocuWorks Viewer] window" may be abbreviated as "Viewer window".

Unless otherwise noted, a "document" may be used instead of a "DocuWorks document". A

"binder" may be used instead of a "DocuWorks binder". A "DocuWorks document" and a

"DocuWorks binder" together may be called "DocuWorks file" collectively.

Symbol Use of the symbol

Important Indicates important information that you should read.

Note Indicates additional information on operations or features.

Refer to Indicates cross-reference within this guide.

" " Represents names of other manuals, and titles of sections within this manual for

references. Also represents folder names, file names, and directory path names.

[ ] Represents dialog box names, and item names and button names in the dialog

box, e.g. Click the [OK] button.

> Represents hierarchy of the menus, e.g. Select the [Start] menu of Windows, and

[All Programs] > [Xerox] > [DocuWorks].

1 Before You Install DocuWorks 5

1 Before You Install DocuWorks

Before you install DocuWorks, check the necessary environment and settings for installation.

1.1 What to Check Before Installation

Check the operating environment before installation.

Operating Environment

To use DocuWorks 6.2, the hardware must meet the following requirements:

Adobe PDF Creation Add-On cannot be used.

For PDF documents, the following functions cannot be used: stacking, unstacking, rotating, extracting

pages, duplicating pages, and splitting pages.

To display PDF files in thumbnails or to use the PDF search function, Service Pack 4 or later is required.

We recommend Pentium II 333 MHz or above.

We recommend 256 MB or more.

To install the provided software, additional free space is required. Additional 200 MB or more is

recommended for actual operation.

This function displays DocuWorks files using a Web browser and edits files such as adding annotations.

Operating system (OS) Microsoft Windows 98 SE (Second Edition)

*1*2

Microsoft Windows Me (Millennium Edition)

*1*2

Microsoft Windows 2000

(Service Pack 3 or later)

Microsoft Windows XP

(Service Pack 1 or later

)

Microsoft Windows Vista

CPU PC/AT compatible machine equipped with Pentium 133 MHz

or higher

Memory 128 MB or more

Display 800 x 600 pixels or more (recommended)

256 colors or more

Minimum hard disk space required

during installation

145 MB

Required software Microsoft Internet Explorer 6 or Windows Internet Explorer 7

Scanner TWAIN32 compliant

Browser supporting the DocuWorks

Viewer Control

performances

Microsoft Internet Explorer 6

Windows Internet Explorer 7

Conversion function to Adobe

PDF Adobe

PDF Creation Add-On, Adobe

Acrobat

7.0

Elements, Adobe

Acrobat

Elements 6.0, Adobe

Acrobat

8, Adobe

Acrobat

7.0, or Adobe

Acrobat

6.0 are

required.

Adobe PDF Creation Add-On is included on the DocuWorks

installation CD-ROM.

Other required devices CD-ROM drive

1 Before You Install DocuWorks 6

User Privileges

For Windows 2000, Windows XP, or Windows Vista, the user who will install DocuWorks must

have Administrator privileges. Check whether the user who will install the DocuWorks belongs to

the Administrator group.

1.2 Installation Overview

To use DocuWorks 6.2, you must install DocuWorks 6.2 on your computer and then configure

"Personal Settings".

Once the installation is complete, the necessary files are copied to your computer. By using

Personal Settings, you can configure the DocuWorks environment for each user.

Important Please uninstall older English versions of DocuWorks in your system before installing

DocuWorks 6.2 in French.

New Installation, Update Installation and Upgrade Installation

DocuWorks 6.2 can be either newly installed, updated or upgraded depending on the product you

purchased.

New Installation - Update Installation

Used to install a newly purchased version of DocuWorks 6.2.

A new version of DocuWorks 6.2 is installed on your computer.

DocuWorks 6.2 is installed by overwriting DocuWorks versions 1.0/2.0/3.x/4.x and 5.0.

This is known as "overwrite installation".

Upgrade Installation

Used to install an upgrade version of DocuWorks 6.2.

To install the upgrade version, DocuWorks Ver. 4.0/4.1 or 5.0 must be already installed.

If you have a DocuWorks 5.0 serial number, you can install an upgrade version on computers on

which DocuWorks is not installed.

1 Before You Install DocuWorks 7

Contents of the CD-ROM

DocuWorks 6.2 CD-ROM contains the following items.

Note If the installation screen does not appear, execute "\Autorun\Autorun.exe" in the CD-

ROM.

DocuWorks 6.2

If you click this button, DocuWorks 6.2 will be installed.

You can install Adobe

Reader

8.1 and Adobe PDF Creation Add-On after installing DocuWorks

6.2.

DocuWorks Viewer Light 6.2

If you click this button, DocuWorks Viewer Light 6.2 and DocuWorks Viewer Light for Web 6.2 will

be installed.

DocuWorks Viewer Light allows you to display and print DocuWorks files. DocuWorks Viewer

Light for Web allows you to display and print DocuWorks files on the web.

Important If an older version of DocuWorks Viewer Light for Web has been installed, do not

uninstall it; simply overwrite it with DocuWorks Viewer Light for Web 6.2.

DocuWorks Image Capture 1.0

If you click this button, DocuWorks Image Capture 1.0 will be installed.

Monitors the specified folder, and converts the image file in the folder into a DocuWorks

document.

Important If DocuWorks is not already installed, install it before installing DocuWorks Image

Capture 1.0.

Adobe PDF Creation Add-On

If you click this button, Adobe Reader 8.1 and Adobe PDF Creation Add-On

will be installed.

Once the installation of Adobe PDF Creation Add-On is complete, you can use the [Conversion

to PDF] plug-in on DocuWorks Desk. In addition, files including the DocuWorks files can be

converted into PDF files by using the virtual printer [Adobe PDF].

Installation Guide

If you click this button, "DocuWorks Installation Guide" (this manual) appears.

1 Before You Install DocuWorks 8

Release Notes

If you click this button, Release Note for the entire CD-ROM is displayed. By clicking the links

inside, you can display individual Release Notes.

Refer to the CD-ROM

If you click this button, the files in the CD-ROM are displayed.

Flow of Installing DocuWorks 6.2

The installation flow is as follows:

You cannot perform a "new installation" if you purchase the upgrade version.

To install the upgrade version, DocuWorks Ver. 4.0/4.1 or 5.0 must be already installed.

If you have a DocuWorks 5.0 serial number, you can install an upgrade version on computers on

which DocuWorks is not installed.

Note You can immediately install Adobe PDF Creation Add-On after installing DocuWorks

6.2 if a message prompting you to restart your computer does not appear.

Refer to Help

If an Adobe Acrobat product is installed on your computer, refer to "When Adobe

Acrobat products are installed on your system" on page 26 to determine if installing

Adobe PDF Creation Add-On is necessary.

Exit the running applications

Set the CD-ROM in the drive

Select installation destination

Select option files

Select whether or not to use DocuWorks Viewer

Select whether or not to create the shortcut to Desk

Install the DocuWorks 6.2 programs

Select [DocuWorks 6.2] in the installation screen

Select whether or not to use OCR

Select language in the language selection screen

1 Before You Install DocuWorks 9

Flow of Personal Settings

When you use DocuWorks for the first time after new installation or upgrade installation, you must

configure Personal Settings.

The flow of Personal Settings is as follows:

The default location of a Desk folder after overwriting the older version or after upgrade

installation is the same location as that of the Desk folder of the previous version.

Select install method

Customize settings

Select all the items sequentially.

Select the DocuWorks Creator for

Microsoft Office to be used

Standard settings

All the items are set as the default.

Select a Desk folder

Select the folder for temporary files

2 Installing DocuWorks 10

2 Installing DocuWorks

This section describes how to install each application software from the DocuWorks 6.2

CD-ROM.

After installation, configure Personal Settings by referring to "3.1 Exceuting the Configuring of

Personal Settings".

2.1 Newly Installing or Updating to DocuWorks 6.2

After checking the operating environment, install DocuWorks 6.2.

1 Close all the running applications and insert the DocuWorks 6.2 CD-ROM into the CD-ROM

drive.

The language selection screen appears automatically.

Note If the [User Account Control] dialog box appears on Windows Vista, click [Allow]. The

installation screen appears.

2 Click the [English] button.

2 Installing DocuWorks 11

3 Click the [DocuWorks 6.2] button.

4 Click [Next].

5 Verify the information displayed in the DocuWorks licensing agreement. If you agree to the

licensing conditions, select [I accept terms in the license agreement], and then click [Next].

2 Installing DocuWorks 12

6 Enter [User Name], [Company Name], and [Serial Number], and then click [Next].

7 Click [Next].

8 Select the installation destination folder, and click [Next].

Note The default is "C:\Program Files\Xerox\DocuWorks".

To install DocuWorks 6.2 in another folder, click [Browse] to specify the installation

destination. The hard disk space of 145 MB is required for installation.

2 Installing DocuWorks 13

Important Do not install DocuWorks to the following locations. Otherwise the software may

malfunction.

• Folder on network

• Directly under the drive such as "C:\"

• Removal media such as CD-R/RW, MO, or memory card

9 Select whether to use OCR(optical character recognition), and click [Next].

Use

You can use the built-in OCR feature by using the DocuWorks Viewer, OCR Plug-in or by

scanning feature with DocuWorks Desk.

Do not use

You cannot use the built-in OCR feature when using the OCR plug-in, scanning from

DocuWorks Desk, or from DocuWorks Viewer.

You can determine the size of the OCR engine.

Note The OCR engine is a program that recognizes characters in a document.

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