Xerox DocuWorks 7 Setup Guide

DocuWorks™ 7

Setup Guide

1 Before You Install DocuWorks

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

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

2 Installing Software

2.1 Installing DocuWorks 7..................................................................................................... 10

2.2 Installing Adobe PDF Creation Add-On............................................................................ 15

2.3 Installing DocuWorks Image Capture 1.0 ......................................................................... 16

2.4 Installing DocuWorks Viewer Light 7 ................................................................................ 19

3 Executing the Configuring of Personal Settings

3.1 Executing the Configuring of Personal Settings ............................................................... 23

3.2 Changing the Personal Settings ....................................................................................... 28

4 Uninstalling Software

4.1 Uninstalling DocuWorks 7................................................................................................. 31

4.2 Uninstalling Adobe PDF Creation Add-On ....................................................................... 31

4.3 Uninstalling Adobe Reader............................................................................................... 32

4.4 Uninstalling DocuWorks Image Capture 1.0..................................................................... 32

4.5 Uninstalling DocuWorks Viewer Light 7............................................................................ 32

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 describes how to install the software from the DocuWorks 7 CD-ROM. Be sure to read this

manual before using DocuWorks. For an overview of DocuWorks and the basic operations, refer to the "Beginners Guide to DocuWorks 7",

which will be installed along with DocuWorks. For the details of the functions of DocuWorks, refer to Help.

The description assumes that the user knows the basic operations of Microsoft

Windows® XP, or Microsoft® Windows Vista® (hereafter called Windows 2000, Windows XP, Windows Vista).

Xerox Corporation

Windows® 2000, Microsoft

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

United States and/or other countries.

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

Adobe, Acrobat, and Reader are registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or

other countries.

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

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

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

Important

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.

XEROX and the sphere of connectivity design are registered trademarks or trademarks of

Xerox Corporation in the US and or other countries.

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

About DocuWorks Manuals

The manuals of DocuWorks are contained in the CD-ROM.

Type of Manuals

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

Manual Name Description Manual File Format

Setup Guide (this manual)

Beginners Guide to DocuWorks 7

Help

z Contents

It explains operating environments and installation procedure of DocuWorks.

z Contents

It describes the basic operations such as viewing, creating, and editing documents.

z How to display

You can view it by opening [Beginners Guide to DocuWorks 7] in the workspace on DocuWorks Desk. Or by selecting [Start] > [All Programs] > [Xerox] > [DocuWorks] > [Beginners Guide to DocuWorks 7].

z Contents

Help explains the 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.

z Overview and new functions z Setting up and usage of operating environment with windows z All operations z Menus and functions of dialog boxes z Specifications, compatibilities, cautions and constraints

DocuWorks file

DocuWorks file Booklet (sold separately)

CHM file

Release Note

z How to display

You can view it by selecting [Help] > [DocuWorks Help] on DocuWorks Desk or DocuWorks Viewer window.

z Contents

It describes information you should read before working with DocuWorks. Cautions and Constraints concerning DocuWorks are explained.

z How to display

You can view it by selecting [Start] > [All Programs] > [Xerox] > [DocuWorks] > [Readme] > [Readme].

HTML file

Using This Manual

This manual includes the following contents.

 1Before You Install DocuWorks

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

 2Installing Software

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

 3Executing the Configuring of Personal Settings

This section describes how to configure the required personal settings when using DocuWorks for the first time.

 4Uninstalling Software

This section describes procedures to uninstall application software.

Conventions

The following symbols are used in the manual.

Symbol Use of the symbol

Important Indicates important information that you should read. Note Indicates additional information on operations or features. Reference Indicates the titles, manuals or Help for references.

" " 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. Also represents Help titles.

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

[Xerox] > [DocuWorks].

z This manual describes the DocuWorks screens and operations taking Windows Vista as an example. For

those who use operating systems other than Windows Vista, please read information according to the respective environment.

z 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.

z The following terms may be abbreviated in some cases:

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

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

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

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

z A "DocuWorks document" and a "DocuWorks binder" together may be called "DocuWorks file"

collectively.

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 7, the hardware must meet the following requirements:

Operating system (OS)

CPU PentiumIII Memory 256 MB or more (512 MB or more is recommended) Display 800 x 600 pixels or more (1024 x 768 pixels or more is recommended)

Minimum hard disk space required during installation

Required software Microsoft® Internet Explorer® 6 or

Compatible scanners TWAIN32 compliant Other required devices CD-ROM drive Browser supporting

DocuWorks Viewer Control Versions of Office products

supporting DocuWorks Creator for Microsoft Office

Conversion function to

Adobe

PDF

To display PDF files in thumbnails or to use the PDF search function, Service Pack 4 is required. According to the recommended values for OS you use. To install the provided software, additional free space is required. Additional 200 MB or more is

Microsoft® Windows® 2000(with Service Pack 3/4*1) Microsoft Microsoft

full color 240MB

Windows® Internet Explorer® 7

Microsoft® Internet Explorer® 6

Windows® Internet Explorer® 7 Microsoft

Microsoft® Office 2003 2007 Microsoft Office

Adobe® PDF Creation Add-On Acrobat® Elements 6.0, Adobe® Acrobat® 8, Adobe® Acrobat® 7.0, or Adobe Acrobat® 6.0 is required. Adobe ROM.

Windows® XP(with Service Pack 1/2/3)

Windows Vista® (without Service Pack or with Service Pack 1)

333 MHz or higher

Office XP

System

PDF Creation Add-On

*5*6

, Adobe® Acrobat® 7.0 Elements, Adobe

*5*6

is included on the DocuWorks installation CD-

recommended for the actual operation.

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

To use Adobe® PDF Creation Add-On, Adobe® Reader, which is included on the CD-ROM, must be installed.

Adobe® PDF Creation Add-On operates on the following OS.

•Microsoft

Windows® 2000 Service Pack 4

Windows® XP Service Pack 2

Windows Vista® without Service Pack

1 Before You Install DocuWorks

User Privileges

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 7, you must install DocuWorks 7 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.

New Installation or Upgrading an Earlier Version of DocuWorks

DocuWorks 7 has installation methods as described below.

 New Installation

Used to newly install DocuWorks 7 on computers which have no earlier version of DocuWorks installed. When newly installing an upgrade package of DocuWorks 7, a DocuWorks 5.0/6.x serial number is required.

 Upgrading an Earlier Version of DocuWorks

Used to upgrade DocuWorks 5.0/6.x to DocuWorks 7 by overwriting them.

Contents of the DocuWorks 7 CD-ROM

DocuWorks 7 CD-ROM contains the following items.

 DocuWorks 7

Reference For information on how to install DocuWorks 7, refer to "Installing DocuWorks 7" (P.10).

 Adobe PDF Creation Add-On

Adobe PDF Creation Add-On is PDF file creating software provided by Adobe Systems Incorporated. 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].

Reference For information on how to install Adobe PDF Creation Add-On, refer to "Installing Adobe PDF

Creation Add-On" (P.15).

 DocuWorks Image Capture 1.0

DocuWorks Image Capture 1.0 monitors the specified folder, and converts the image file in the folder into a DocuWorks document.

Reference For information on how to install DocuWorks Image Capture 1.0, refer to "Installing DocuWorks

Image Capture 1.0" (P.16).

1 Before You Install DocuWorks

 DocuWorks Viewer Light 7

DocuWorks Viewer Light is free software to view DocuWorks files. This application enables you to view the DocuWorks files even in an environment that does not have DocuWorks installed.

Reference For information on how to install DocuWorks Viewer Light 7, refer to "Installing DocuWorks Viewer

Light 7" (P.19).

The Installation Screen

When setting the DocuWorks 7 CD in a CD-ROM drive, the following installation screen appears.

Note Depending on the language version of the software, the language selection screen appears first.

Selecting the language you want to install displays the installation screen.

Note If the screen does not appear, execute the "Autorun.exe" file under the "autorun" folder in the CD-ROM.

 Setup Guide

If you click this button, "DocuWorks 7 Setup Guide" (this manual) appears.

 Installation of DocuWorks 7.x

If you click this button, DocuWorks 7 will be installed.

Reference "Installing DocuWorks 7" (P.10)

 Adobe® PDF Creation Add-On

If you click this button, Adobe Reader and Adobe PDF Creation Add-On will be installed.

Reference "Installing Adobe PDF Creation Add-On" (P.15)

 DocuWorks Image Capture 1.0

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

Reference "Installing DocuWorks Image Capture 1.0" (P.16)

 DocuWorks Viewer Light 7.x

If you click this button, DocuWorks Viewer Light 7 will be installed.

Reference "Installing DocuWorks Viewer Light 7" (P.19)

1 Before You Install DocuWorks

 Release Note

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. Release Notes describe the cautions and constraints. Be sure to read them before using the software.

 CD-ROM

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

Flow of Installing DocuWorks 7

The installation flow of DocuWorks 7 is as follows:

Exit the running applications

Set the CD-ROM in the drive

Select [Installation of DocuWorks 7.x] in the installation screen

All the items are set as the default.

[Standard]

Select the setup type

Select whether or not to use DocuWorks Viewer

Select whether or not to create the shortcut to Desk

Select all the items sequentially.

Select the installation destination

[Custom]

Control

1 Before You Install DocuWorks

Flow of Personal Settings

When you use DocuWorks for the first time, you must configure Personal Settings. The flow of Personal Settings is as follows:

Select install method

[Standard settings]

All the items are set as the default.

[Customize settings]

Select all the items sequentially.

Select a Desk folder

Select the folder for temporary files

Select the application in which DocuWorks Creator for

Microsoft Office is enabled

Select the shortcut to be created

2 Installing Software

This section describes how to install each application software from the DocuWorks 7 CD-ROM. After the installation, configure Personal Settings by referring to "Executing the Configuring of Personal

Settings" (P.23).

Note In DocuWorks 7, you can do "Silent Installation" which does not display the dialog boxes when installing

the software. For details, refer to Help [Customize DocuWorks] > [Customize Installation].

2.1 Installing DocuWorks 7

This section explains how to newly install DocuWorks 7 or upgrade an earlier version.

1 Close all the active applications and insert the DocuWorks 7 installation CD into the CD-

ROM drive.

The installation screen appears.

Note If the [AutoPlay] dialog box appears, click [Run Autorun.exe].

Note If nothing launches, execute the "Autorun.exe" file under the "autorun" folder in the CD-ROM.

2 Click the button on the left of [Installation of DocuWorks 7.x].

3 In the [User Account Control] dialog box, click [Continue].

2 Installing Software

4 Click [Next].

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

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

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

When installing an upgrade package of DocuWorks 7 on environments which have no DocuWorks 5.0/6.x installed, the window to enter a serial number for the product you upgrade appears. Enter a DocuWorks 5.0/

6.x serial number, and then click [Next].

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