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LexisNexis™ Citation ToolsInstallation Instructions

Table of Contents

Read This First . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Minimum Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Single-User Installation (Typical) . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Single-User Installation (Advanced) . . . . . . . . . . . . . . . . . . . . . . . . 6

Multi-User Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Workstation Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Reinstalling the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Reconfiguring the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Uninstalling the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Single-User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Multi-User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Using Third-Party Push Products . . . . . . . . . . . . . . . . . . . . . . . . . 14

Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Wininet.dll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Communications Tester (commtest.exe) . . . . . . . . . . . . . . . . . 19

Document Management Systems . . . . . . . . . . . . . . . . . . . . . . . . . 20

Merging Dictionaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Directory Privileges for Multi-User Installations . . . . . . . . . . . . . . 22

Global Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

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Read This First■ Setup will install the files necessary for the CheckCite™ software and the

LEXLink™ feature. The majority of the files are common to the two products.The installer will have the ability to choose which access options will beavailable to the user for each product. This will allow the installer to “hide”a particular product from users.

■ Note for Windows 2000/NT® workstations: If system files must be updated,administrator privileges are required to run the workstation setup program.It is recommended that you update these system files prior to running theworkstation setup program. A list of system files is provided in the sectionon “Using Third-Party Push Products.”

■ The CheckCite software uses the default method of connecting to the Internetto access the LexisNexis™ services. If you do not have access to the Internet, thesoftware will not work.

■ The Workstation Setup program (ccwss.exe) will run automatically for single-user installations. For multi-user installations, the Workstation Setup programmust be run on, or its modifications “pushed” out to, each machine, for eachuser. If you use a product that “pushes” registry entries and files, please readthe section “Using Third-Party Push Products.”

■ If you are installing a multi-user version of the software, and at least one ofthe workstations is running Microsoft¨® Internet Explorer 3.x, please readthe information on wininet.dll in “Communications” before running theWorkstation Setup program.

■ To integrate the CheckCite software with the Clival32 client validationprogram, you must have version 7.1.2 of clival32.exe installed. That versionis provided on the CD, in the Clival32 directory. Instructions are providedin the clival32.txt file, also found in the Clival32 directory.

■ If you are installing a multi-user version of the software, please read the sectionon Directory Privileges.

■ If a user receives the error “Cannot create job-information workspace” whenstarting up the application, the probable cause is insufficient disk space on theworkstation, or in the user’s personal directory.

■ The odma32.dll file is now installed to the program directory only.

■ ZENworks™ users: Tests run at LexisNexis indicate that version 3.2 or aboveof the Novell client is required to successfully “push” the CheckCite programusing ZENworks.

■ It is highly recommended that you disable any anti-virus software beforerunning the workstation setup program.

■ If the Startup directory for Microsoft Word is read-only, the workstation setupprogram will not be able to install the toolbar for LEXLink and/or CheckCite.

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Minimum RequirementsDCOM 95: 4.1 megabytes (new installation)

Single user: 50 megabytes of disk space on the workstation.

Multi-user: 40 megabytes of disk space on the server.20 megabytes of disk space on the workstation.

Note: The disk space on the workstation includes free spacerequired to run the program after it is installed. The minimumrequirement does not include disk space required if DCOMmust be installed.

Processor: Pentium¨ 100 or above(Pentium 166 recommended)

RAM: 16 megabytes (32 megabytes recommended)

■ Now supports Word XP (with LexisNexis Smart Tag functionality) andWordPerfect 2002.

■ Now certified under Windows XP.

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Single-User Installation (Typical)

Note: Close all other applications before installing theLexisNexis Citation Tools software.

A Typical installation uses default settings for the program directory,the location of the dictionary files, report destinations, and the accessoptions (toolbars, desktop icon, Startup Group and Start menu).If you want to be able to specify these locations, use the Advancedinstallation.

1. Insert the LexisNexis Citation Tools CD. Setup shouldexecute automatically. If it does not, find the directory for theLexisNexis Citation Tools CD in Windows Explorer, andrun setup.exe.

2. Click Next at the Welcome screen.

3. Read the License Agreement. If you accept the terms of theagreement, click Yes. If you click No, the Setup program terminates.

4. Click Single User Installation.

5. Choose Typical and click Next.

6. Click Continue if you want Setup to install the DistributedCommand Object Module (DCOM), or click Exit.

Note: If DCOM already exists on your machine, you will notsee this prompt.

7. The options you selected are displayed for your review.To accept them, click Next; otherwise, click Back.

8. When the files have been copied, select the Program Folder youwant to appear on the Start Menu, and click Next. Setup willbegin copying files.

9. When all the files have been copied, click Finish.

Setup will start the Workstation Setup program. You may be promptedto reboot your machine once for the changes to take effect. When theWorkstation Setup program is complete, the CheckCite program willopen automatically, and a LEXLink icon will appear in the systray.

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Single-User Installation (Advanced)An Advanced installation lets you select the program directory, thelocation of the dictionary files, CheckCite report destinations, accessoptions (toolbars, desktop icon, Startup Group and Start menu) forboth products, and additional options for the LEXLink feature.If you want to use the default settings, use the Typical installation.

Note: Close all other applications prior to installing theLexisNexis Citation Tools software.

1. Insert the LexisNexis Citation Tools CD. Setup should executeautomatically. If it does not, find the E drive (or your CD ROMdrive) in Windows Explorer, and run setup.exe for theLexisNexis Citation Tools.

2. Click Next at the Welcome screen.

3. Read the License Agreement. If you accept the terms of theagreement, click Yes. If you click No, the Setup programterminates.

4. Click Single User Installation.

5. Choose Advanced and click Next.

6. Type in, or browse to, the path for the program directory, thenclick Next. The default is “C:\Program Files\LEXIS-NEXIS\CheckCite.”

7. Type in, or browse to, the path for the directory that will containthe dictionary files, then click Next. The default is “C:\ProgramFiles\LEXIS-NEXIS\Dictionary.” (See the Glossary for adescription of the dictionary.)

8. Click Continue for Setup to install the Distributed CommandObject Module (DCOM), or click Exit.

Note: If DCOM already exists on your machine, you will notsee this prompt.

9. The options you selected are displayed for your review. To acceptthem, click Next; otherwise, click Back.

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10. Add the Report Destinations from which you want users to beable to select, then click Next. For explanations of LexisNexisprinter, New Document in DMS, and PC DOCS Attachment,see the Glossary.

11. Check the boxes for the CheckCite Access Options you want andclick Next.

12. Select the LEXLink Display Options and General Options youwant, and click Next.

13. Check the boxes for the LEXLink Access Options you want andclick Next.

14. Select the Program Folder to appear on the Start Menu, andclick Next.

Note: If you did not select Start Menu in either Step 11 or Step13, Setup will begin copying files and you won’t be promptedto select a Program Folder.

Setup will begin copying files.

15. When all the files have been copied, click Finish.

Setup will start the Workstation Setup program. You may be promptedto reboot your machine once for the changes to take effect. When theWorkstation Setup program is complete, the CheckCite program willopen automatically. If StartUp Group was previously selected, aLEXLink icon will now appear in the systray.

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Multi-User Installation

Note: Close all other applications before installing theLexisNexis Citation Tools software.

Server Installation1. Insert the LexisNexis Citation Tools CD. Setup should execute

automatically. If it does not, find the E drive (or your CD ROMdrive) in Windows Explorer, and run setup.exe for theLexisNexis Citation Tools.

2. Click Next at the Welcome screen.

3. Read the License Agreement. If you agree, click Yes;otherwise, click No and the Setup program will terminate.

4. Click Multiple User Installation.

5. Type in, or browse to, the path for the program directory,then click Next.

6. Type in, or browse to, the path for the directory that willcontain the dictionary files, then click Next. (See the Glossaryfor a description of the dictionary.) Click the checkbox if longfilenames are supported in this location.

7. Type in, or browse to, the unique location for each user’spersonal files. Click the checkbox if you want each user’slogin ID appended to the given path.

8. Select the appropriate radio button to indicate whether theWorkstation Setup Program should install DistributedCommand Object Module (DCOM95), if necessary.For more information on this component, go tohttp://www.microsoft.com/data/prodinfo.htm

9. The options you selected are now displayed for your review.If acceptable, click Next; otherwise, click Back. If you clickNext, files will be copied to the designated directories.

10. Add the Report Destinations from which you want users tobe able to select in the CheckCite software, then click Next.For explanations of LexisNexis printer, New Document in DMS,and PC DOCS Attachment, see the Glossary.

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11. Select the CheckCite Global Preferences appropriate for yourfirm, then click Next. Any selections you make affect all users.For more information on these options, see the section onCheckCite Global Preferences.

12. Enter the Personal Preference defaults for the CheckCite softwarethen click Next. All entries here are optional, and will only bedefaults for each user.

13. Check the boxes for the CheckCite Access Options you wantand click Next.

14. Select whether the Shortcut Icon on Desktop and/or an entry onthe Start Menu should appear for all users. If you did not selecteither Shortcut Icon on Desktop or Start Menu in step 13, youwill not see this prompt.

Note: This setting will not affect workstations runningWindows 95.

15. Select the Personal Options defaults for the LEXLink feature,then click Next. All entries here are optional, and will only bedefaults for each user.

16. Check the boxes for the LEXLink Access Options you wantand click Next.

17. Select whether the entry on the Start Menu and/or in StartupGroup should appear for all users.

If you did not select either Startup Group or Start Menu in step16, you will not see this prompt.

Note: This setting will not affect workstations runningWindows 95.

18. Select the Program Folder to appear on the Start Menu, andclick Next.

Note: If you did not select Start Menu in either Step 13 or Step16, Setup will begin copying files and you won’t be promptedto select a Program Folder.

Setup will begin copying files.

19. When all the files have been copied, click Finish.

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Workstation SetupThe Workstation Setup program (ccwss.exe) must be run for each userbefore that user can use either the CheckCite software or the LEXLinkfeature. The Workstation Setup program is a non-interactive, silentsetup program. The user only has to double-click on the ccwss.exefile, found in the program directory. One reboot may be required ifDCOM must be installed, or if system files requiring upgrade arelocked. The user should close all applications prior to running thissetup program.

By default, the CheckCite software will start up automatically whenthe workstation setup program is finished. You can control thisbehavior in the setup.iss file by modifying the “start checkcite afterinstall=yes/no” setting. If StartUp Group was selected as an AccessOption, the LEXLink feature will be initialized automatically, andits icon will appear in the systray.

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Reinstalling the SoftwareIf the Workstation Setup program has been run on your PC, theReinstall button will be active when you run Setup. Simply click onthe Reinstall button and follow the appropriate steps above for single-user or multi-user installations.

If the Workstation Setup program has not yet been run on your PC,you can still reinstall the software by running the Setup program.Follow the same steps above for single-user and multi-userinstallations, supplying the same program files location as before.

Finally, you may be prompted that Setup found an earlier versionof the dictionary. If so, read the section on Merging Dictionariesfor details.

Note: If you reinstall the software, the Workstation Setupprogram will execute automatically the next time each userruns the CheckCite software only. The workstation setupprogram must be run, either via the CheckCite software ormanually, in order for the changes to be effective for theLEXLink feature.

Reconfiguring the SoftwareYou can reconfigure the software and change such options as validreport destinations. To reconfigure the software:

1. Run setup.exe from the program directory.

2. Follow the appropriate steps above for single-user or multi-userinstallations.

Note: If you reconfigure the software, the Workstation Setupprogram executes automatically the next time each user runsthe CheckCite software only. The workstation setup programmust be run, either via CheckCite or manually, in order forthe changes to be effective for the LEXLink feature.

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Uninstalling the SoftwareSingle User

To uninstall the LexisNexis Citation Tools software:

1. Double-click My Computer on your desktop.

2. Select Control Panel.

3. Select Add/Remove Programs.

4. Select LexisNexis Citation Tools and click Add/Remove.

5. Select the personal files you want to remove from your system,then click OK. For more information on these files, see theGlossary.

Multi-UserTo uninstall a multi-user installation, you must uninstall theLexisNexis Citation Tools program files, and uninstall eachworkstation.

To Uninstall the LexisNexis Citation Tools program files:

1. Run setup.exe from the program directory.

2. Click Next at the Welcome screen.

3. Click Uninstall.

4. Select the shared file groups you want to remove from yoursystem, then click OK. For more information on the file groups,see the Glossary.

To Uninstall a workstation:

1. Double-click My Computer on your desktop.

2. Open the Control Panel.

3. Open Add/Remove Programs.

4. Select LexisNexis Citation Tools and click Add/Remove.

5. Select the personal files you want to remove from your system,then click OK. For more information on these files, see theGlossary.

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Using Third-Party Push ProductsThe following are recommendations for using third-party“push” products such as SMS Installer and ZENworks with theLexisNexis Citation Tools products:

Program files shared on network:

1. Run the setup.exe to install the program files on the network.

2. Advertise the CheckCite icon for the ccwss.exe file to each user.The ccwss.exe will run the workstation setup program, ifnecessary, before opening the CheckCite program. If theworkstation setup program runs, the user may be prompted toreboot the machine one time. The single reboot will be necessaryif DCOM95 must be installed and/or the system DLLs beingupgraded are in memory (see list below).

Program files for single-user version on local machine:

1. Select a machine on which to generate the script, and startcapturing activity.

2. Run the setup.exe to install the program files.

3. Run the workstation setup program (ccwss.exe). A single rebootwill be required if DCOM95 must be installed and/or the systemDLLs being upgraded are in memory (see list below).

4. Stop capturing activity.

5. Run the script on other machines with identical operatingsystems only.

6. Repeat steps 1-5 for each set of machines with unique operatingsystems. For example, if your machines have a mix of Windows95 and Windows 98, you must follow these steps once for theWindows 95 machines, then again for the Windows 98 machines.

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Program files for multi-user version on local machine:

1. Select a machine on which to generate the script, and startcapturing activity.

2. Run the setup.exe to install the program files.

3. Stop capturing activity.

4. Run the script once on each machine.

5. “Push” the CheckCite icon for the ccwss.exe file to eachdesktop. The ccwss.exe will run the workstation setup program,if necessary, before opening the CheckCite program. If theworkstation setup program runs, the user may be prompted toreboot the machine one time. The single reboot will be necessaryif DCOM95 must be installed and/or the system DLLs beingupgraded are in memory (see list below).

Note: Though it is possible to capture both the installationof the program files and the workstation setup, it is notrecommended for two reasons:1) the program files only have to be installed once on each

machine;2) if you use an environmental variable in the path for

the Personal Directory, or choose to append the user’sNetwork Logon ID to the path for the Personal Directory,the environmental variable or Network Logon ID will beconverted for that user during the capture and distributedto all other users.

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Upgrade of System DLLs:

The workstation setup program will upgrade the following DLLs ifnecessary. If one of these DLLs is locked, then the workstation setupprogram will prompt the user to reboot the machine in order for thechanges to take effect. If DCOM95 must be installed, the workstationsetup program will only prompt the user to reboot once for all changesto take effect.

Filename Version

ASYCFILT.DLL 2.40.4275

MFC42.DLL 6.00.8267.0

MSVCIRT.DLL 6.00.8168.0

MSVCP60.DLL 6.00.8168.0

MSVCRT.DLL 6.00.8397.0

OLEAUT32.DLL 2.40.4275

OLEPRO32.DLL 5.0.4275

By default, the CheckCite program will start up automatically uponcompletion of the workstation setup program. You can control thisbehavior in the setup.iss file by modifying the “start checkcite afterinstall=yes/no” setting.

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CommunicationsWininet.dllThe CheckCite software requires version 4.0 or above of thewininet.dll to connect to the LexisNexis services. Versions 4.0 andabove are not backward-compatible with versions 3.x and below. IfMicrosoft Internet Explorer 3.x is installed on a workstation, theCheckCite workstation setup program will install a wininet.dll(version 4.72.3110) in the program directory. This will necessitatefull rights to the program directory until wininet.dll is installed there.After that, the program directory can be set to read-only.

If your workstations have a mix of Internet Explorer 3.x and InternetExplorer 5.x, then those workstations should access separate installa-tions of the software. Workstations with Internet Explorer 3.x shouldrun the CheckCite executable from a directory that contains thewininet.dll distributed with the CheckCite software. The wininet.dllfile should not exist in the same directory as the CheckCite executablefor workstations with Internet Explorer 5.x.

If your workstations have a mix of Internet Explorer 3.x and InternetExplorer 4.x, follow normal procedures.

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TroubleshootingIf you receive the following error message attempting to create areport, check below for the possible cause and solution:

Error submitting search request to the LexisNexis service.

Possible Cause The CheckCite software uses the samecommunications files as Internet Explorer.However, if you are not using InternetExplorer, it may be necessary to configureyour connection to the Internet. You can dothis using one of the following methods:

Internet Options icon in the Control Panel

Internet Explorer’s Connection Wizard

(Microsoft Windows 95 only) The InternetConnection Wizard provided on theLexisNexis Citation Tools CD, in theConnection Wizard directory. You can runthis configuration program from the CD.

Solution Using one of the three options above,configure the connection on one PC; thencopy the appropriate registry settings to anyother machine that uses the same connectionmethod.

Note: The workstation setup program installs the requiredcommunications files, if necessary. The workstation setupprogram does not install the Internet Explorer browser itself. Itis not necessary to have Internet Explorer installed to run theCheckCite program.

Possible Cause By default, the CheckCite software’scommunications conform to the HTTP 1.1standard. Some proxy servers do not yetsupport this version.

Solution Run commtest.exe, located in the CheckCiteprogram directory to test the communications(see the following section for more information).

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Communications Tester (commtest.exe)Use this utility to step through the sequential stages of a typicalCheckCite session and identify any errors.

Step 1 Checks the versions of the key communicationsDLLs + wininet and shlwapi. The base versions ofthese DLLs must match (i.e. wininet 4.x only workswith shlwapi 4.x and wininet 5.x only works withshlwapi 5.x).

Step 2 Connects to the CheckCite server and testsauthentication of a userid/password. Note thatyou do not have to enter an id/password, so youare not charged for this test.

Step 3 Tests submitting a sample session to the CheckCiteserver, conforming to the HTTP 1.1 standard. If thisstage fails, the program will retry conforming with theHTTP 1.0 standard. If that attempt is successful, thenthe program will change a registry setting so thatfuture communications will conform to the HTTP 1.0standard. You do not have to run this program onother workstations. There is a file (UsePost_ON.reg)containing the modified setting on the LEXIS-NEXISCitation Tools CD, in the Communications TestUtility directory. You can push this file to theother workstations.

Step 4 Tracks completion of the sample requests.

Step 5 Tests transfer of the results back to your system.

Step 6 Completes the test and disconnects from theCheckCite server.

Note: You can also initiate the default Internet ConnectionWizard from within this utility by clicking the ConnectionWizard button.

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Document Management SystemsThe CheckCite software can integrate with document managementsystems using the ODMA standard. When a user clicks on the Browsebutton on the New Session screen, ODMA looks for a Default key inthe registry to determine which DLL should be called for the documentmanagement system currently in use.

If you receive the following error message, check the scenarios belowfor the possible cause and solution:

Specified DMS is not registered with ODMA.

Scenario 1

You have an ODMA-compliant document management system.

Probable Cause You have more than one Default key, or noneat all.

Solution Run the ODMA utility (CCODMA.EXE)found in the CheckCite program directory.This utility will allow you to assign a specificdocument management system to ODMA.

Scenario 2

You do not have an ODMA-compliant document management system.

Probable Cause A default key exists in the registry, so ODMAthinks a compliant DMS exists. This happensif you are using GroupWise, but have thedocument management functionality disabled.

Solution Disable user access to the DMS. To do this:

1) Start the CheckCite software;2) Select Preferences from the File menu;3) Click on the Global Preferences tab; and4) Remove the check from the “Allow user

access to DMS” setting.

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Merging DictionariesUsers of the LexisNexis Citation Tools software are able toadd alternative abbreviations for reporters to the dictionary. Ifyou upgrade to a later version of the LexisNexis Citation Toolssoftware, a newer version of the dictionary is installed also. Adictionary merge utility (mergdict.exe) is provided to move the user-added entries to the newer version of the dictionary. The utility islocated in the MDB subdirectory of the Dictionary directory.

All you have to do is start the utility by double-clicking on themergdict.exe file. The utility does not prompt for any otherinformation, but will display the number of entries copied over,if any were found, at the end.

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Directory Privileges forMulti-User InstallationsDuring installation, you are prompted for a Program directory,Dictionary directory, and Personal directory. The Setup program thencreates the necessary subdirectories under the Program and Dictionarydirectories. For more information on these directories, see the Glossary.

The global option sets and dictionary files are shared by all users ofthe CheckCite software and the LEXLink feature. Global option setscan be created, deleted and/or modified from within the CheckCiteprogram. The dictionary files can also be modified from within theCheckCite software or the LEXLink feature. For more informationon these files, see the Glossary.

The user privileges to the Program directory, as well as itssubdirectories, can be read-only for all users.

The user privileges to the Dictionary directory, as well as itssubdirectories, can also be read-only for all users, with the followingexceptions:

■ The Data subdirectory of the Dictionary directory contains theglobal option sets and other shared files. Therefore, full rights tothis directory should be given only to those users permitted tomake changes to the global settings.

■ The MDB subdirectory of the Dictionary directory contains thedictionary files. Therefore, full rights to the MDB subdirectoryshould be given to those users permitted to modify the dictionary.

The Personal directory should be unique for each user. Users shouldhave full rights to their own personal directory.

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Global PreferencesGlobal Preferences affect all users. Individual users do not have controlover these settings. Global Preferences can also be modified throughthe CheckCite software. Simply select Preferences from the File menu,and click on the Global Preferences tab.

Note: The Global Preferences tab does not appear to userswho have read-only access to the Data directory.

Client/MatterWhen submitting a CheckCite request, users can specify the Clientand/or Matter.

Some firms require this information. If your firm requires Client/Matterinformation to be sent to the LEXIS-NEXIS services, click the ClientMandatory checkbox.

Client MaskingSome firms require the Client/Matter to contain a particularcombination of letters, numbers, etc. This is called Client Masking.The CheckCite software allows you to enter the Client Masking sothat the user will be alerted right away if the information entered isnot in the correct format. The valid characters for Client Masking are:

N Numbers 0-9

A Letters Aa-Zz

X Alphanumeric 0-9, Aa-Zz

B Blank (if at end, must be followed by an X-type character)

. - / Punctuation characters period, hyphen and forward slash

* Prohibits entry of any characters beyond this point. Users arepermitted to enter up to 32 characters, even if masking is notdefined for all 32 characters. For example, if a client masking ofNNN-AAA is defined, the user can enter anything for the last25 characters, unless an asterisk appears to limit this field.

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Client ValidationIf your firm uses a Client Validation program, type in, or browse to,the path/executable file in the Use Client Validation Program field.To integrate the CheckCite software with the Clival32 clientvalidation program, you must have version 7.1.2 of Clival32.exeinstalled. That version is provided on the CD, in the Clival32 directory.Instructions are provided in the clival32.txt file, also found in theClival32 directory.

Mask User IDClick this checkbox to display asterisks (***) in place of characterswhen a user enters a User ID.

Do Not Use SSL for EncryptionIf your firm’s firewall does not accept SSL-encrypted data, or if yourworkstations do not have a browser installed that supports SSL, clickthe Do Not Use SSL for Encryption checkbox to disable SSL. TheCheckCite software will still encrypt the software using its ownencryption scheme.

Allow user access to DMSIf this box is checked and an ODMA-compliant documentmanagement system is installed on your system, the documentmanagement system opens when the user clicks Browse. The user canthen select the input document. If you are using GroupWise, but havedisabled the document management feature, do not select this option.

Allow user access to local file systemMust be selected if “Allow user access to DMS” is not selected.This setting limits users to choosing a document from the documentmanagement system. It prohibits them from viewing the localfile system.

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Glossary

Data DirectoryContains files shared by all users, including global option set filesand files containing the lists of Shepard’s¨ Citations service treatmentcodes and jurisdictions.

DictionaryContains a list of reporter abbreviations recognized by theLexisNexis services, as well as a list of history phrases. The Dictionarymay be shared by other LexisNexis products.

Dictionary DirectoryContains the Dictionary DLL files. The Dictionary database filesare installed to the MDB Directory, a subdirectory of the DictionaryDirectory.

Document Management SystemCommercial document management products, such as PC DOCSOpen¨, iManage¨, and Worldox¨.

Global Option SetAn option set that is shared by all users of a multi-user installation ofthe software.

LexisNexis PrinterA printer dedicated to receiving and printing documents requested byusers of the LexisNexis services. The data is sent to the printer viaa phone line.

MDB DirectoryContains the data files used as the Dictionary.

New Document in DMSThis report destination choice will import the output report into thefirm’s document management system as a new document. This choicewill require the user to fill out a profile for the new document andrequires that the document management system be ODMA-compliant.

Option SetA user-defined combination of options. By utilizing this feature, usersdo not have to select the services t and other options each time theyuse the software.

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PC DOCS AttachmentPC DOCS Open’s feature that allows related documents to share thesame profile and document number.

Personal DirectoryDirectory unique to a user, which contains that user’s Personal OptionSets and Session Files.

Personal Option SetOption Set that is only available to a particular user.

Program DirectoryDirectory containing the executable and related files necessary to runthe CheckCite program.

Session FileData file containing all the information for a particular session,including the Client/Matter, source of citations (document or typed-inlist), report destination, option set, and the report. This file can beopened in the CheckCite software to view or reprint the report.

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