open text document management, edocs edition release...
TRANSCRIPT
Open Text Document Management,
eDOCS Edition Release Notes eDOCS DM 5.3
December 2nd
, 2010
2 | eDOCS DM 5.3 Release Notes
Contents
1 Introduction .................................................................................................... 3
2 About eDOCS DM 5.3 ..................................................................................... 4 2.1 New Features ................................................................................................... 4
3 Packaging and Documentation .................................................................... 8
4 Supported Environments and Compatibility ............................................... 9 4.1 Server Machines .............................................................................................. 9 4.2 DM User Workstations ................................................................................... 11 4.3 Supported Applications .................................................................................. 11
5 Installation and Upgrade Notes .................................................................. 14 5.1 New Installations and Upgrades .................................................................... 14 5.2 Microsoft Office 2010 “.NET Programmability” .............................................. 14 5.3 DM Server ...................................................................................................... 15 5.4 DM Web Server .............................................................................................. 15 5.5 DM Extensions ............................................................................................... 15 5.6 RM Administrator ........................................................................................... 16
6 Configuration Notes .................................................................................... 17 6.1 Library Generation ......................................................................................... 17 6.2 Database Schema Changes .......................................................................... 17 6.3 DM API Changes ........................................................................................... 19
7 Fixed Issues.................................................................................................. 20
8 Known Issues ............................................................................................... 21 8.1 DM Server and DM Web Server .................................................................... 21 8.2 RM Administrator Tool and RM Extensions ................................................... 24 8.3 DM Extensions ............................................................................................... 25
9 Contact Information ..................................................................................... 30
Ti t le o f Doc ument
www.opentex t . com
For more information about Open Text products and services, visit www.opentext.com. Open Text is a publicly traded company on both NASDAQ (OTEX) and the TSX (OTC).
Copyright © 2010 by Open Text Corporation. Open Text and The Content Experts are trademarks or registered trademarks of Open Text Corporation. This list is not exhaustive. All other trademarks or registered trademarks are the property of their respective owners. All rights reserved.
1 Introduction
These Release Notes describe the latest updates to eDOCS DM 5.3. Open Text
recommends that you read these Release Notes in conjunction with the documentation
included with the software package. If any conflicts exist, the Release Notes supersede
the other documentation.
We also recommend that you check the Open Text Knowledge Center
(https://knowledge.opentext.com/) for any patches or documentation updates that may
have been posted after the initial release of eDOCS DM 5.3.
4 | eDOCS DM 5.3 Release Notes
2 About eDOCS DM 5.3
The eDOCS DM 5.3 release includes the resolved issues from the DM 5.2.1 CU5
cumulative update. That is, a later cumulative update will contain everything that an
earlier CU contained, plus any new modifications. A list of Fixed Issues contained in this
release can be found here.
For information about issues fixed in Release 5.2.1 CU5, see the release notes:
DM and RM 5.2.1 CU5 Release Notes
2.1 New Features
2.1.1 Multiple File Formats per Application
The ability to use multiple file extensions is introduced in eDOCS DM 5.3. This allows
users to save versions of a document with different file extensions that are supported
within that application. For example, Word documents can be saved in other file
extensions besides *.doc, such as *.docx or *.rtf.
The File Type drop-down menu appears on the Save As Version dialog box and in
the Save user interface for any type of document that has multiple file type support.
Some file extensions require that only a new document be created. For example, if a
user wants to save a PDF version of a Word document, a “New Doc Only” flag is
entered into the database, which means that all options except for New Document
will appear unavailable to the user.
The save to “New Document Only” option is to prevent a user from saving a
document as a new version which cannot be opened later by the authoring
application. As an example MS Word can save to PDF however Word cannot open a
PDF document. Since this is the case DM will save the PDF with the profile
application field set to ACROBAT. If, a new version of a MS Word document was
saved as a PDF the user will receive an error when they subsequently try to open it
with MS Word.
Additional details on how to configure, edit, enable or disable the file type options of
this new feature can be found in Chapter 8 of the eDOCS DM Administration Guide
under the section “Using Multiple File Extensions”.
2.1.2 eDOCS DM Suite ISO Image
The eDOCS DM 5.3 software is delivered as an .ISO image that can be downloaded
from the Open Text knowledge center and then extracted to a hard drive or CD.
5 | eDOCS DM 5.3 Release Notes
The eDOCS DM 5.3 software is posted as an ISO-9660 image file on the Open Text
knowledge center and included in the eDOCS DM 5.3 sub folder which can be found
by clicking here.
An ISO-9660 image file is an exact representation of the CD or DVD including the
content and the logical format. To make a copy of the software you can write the
image file to a blank CD-R or DVD-R, resulting in an identical copy of the original disc
including file name and volume label information. The content of the image files may
be accessed directly using third party tools. Using this method you can directly start
the master set-up in the image file.
There are many third party applications that are available for reading and extracting
files from an .ISO image. If you do not currently have an application that works with
.ISO images, a comparison of several applications and their .ISO features is available
by clicking here.
2.1.3 Microsoft Windows Installer (MSI) Based Installs
The eDOCS DM 5.3 software image has a master installer for the suite which allows
you to select from a program wizard which software you would like to install.
Once you have extracted the files you can select which modules to install by starting
the master installer eDOCSSuiteInstall.exe and selecting the individual module from
the module.
The software can also be installed by manually selecting one of the following
individual .MSI installation programs from the software image:
1. eDOCS DM 5.3 Server.msi
2. eDOCS DM 5.3 Web Server.msi
3. eDOCS DM 5.3 Extensions (x86).msi
4. eDOCS DM 5.3 Extensions (x64).msi
5. eDOCS DM 5.3 DM API.msi
6. eDOCS DM 5.3 Workflow Server.msi
7. eDOCS RM 5.3 Administration Tool.msi
8. eDOCS DM 5.3 Document Server Sentry Agent.msi
9. eDOCS DM 5.3 Document Server Security Service.msi
Section 2.1.4 of this document provides additional information on the scripting and
configuration options.
The Windows Installer Development Tools web site contains several tools and
utilities such as ORCA.exe to help you customize the MSI installation programs.
We will be providing a “eDOCS DM 5.3 MSI Installer Whitepaper” which will be
published to the “eDOCS Champion Toolkit” workspace on the Knowledge Center.
6 | eDOCS DM 5.3 Release Notes
2.1.4 MSI Scripted Installs
The MSI installer can be launched from a command line or batch file with feature
selection done through properties passed to MSIEXEC.EXE.
The serial numbers for each feature can be specified using
OT_SERIALNUMBER_##="<password>" where ## is replaced by 17 for the DM
Server, 37 for the RM Server and 42 for Content Caching. The passwords are
specified using OT_PASSWORD_## with the same number substitution.
Below is a sample installation script to install everything except the RM Server; it
includes the serial numbers and passwords for the DM Server and Content Caching
passed in on the command line.
ADDLOCAL="ALL" starts with all features selected.
Msiexec.exe /q /i DMServer.msi ADDLOCAL="ALL"
REMOVE="RMServerFeature" OT_SERIALNUMBER_17="17-XXXX-XXX-
XXXXXXXX" OT_PASSWORD_17="xxxxxxxx"
OT_SERIALNUMBER_42="42-XXXX-XXX-XXXXXXXX"
OT_PASSWORD_42="xxxxxxxx"
The same features could be selected by specifying only the desired features on the
command line, such as the following:
Msiexec.exe /q /i DMServer.msi
ADDLOCAL="DMServerFeature,ContentCacheFeature"
OT_SERIALNUMBER_17="17-XXXX-XXX-XXXXXXXX"
OT_PASSWORD_17="xxxxxxxx" OT_SERIALNUMBER_42="42-XXXX-XXX-
XXXXXXXX" OT_PASSWORD_42="xxxxxxxx"
The /q switch causes the install to run without a user interface in "quiet" mode. The /i
switch specifies the MSI to install.
Please consult the “Specifying Features on a Command Line for Scripted Installs”
section of the eDOCS DM 5.3 Installation Guide for additional options.
2.1.5 Windows Communication Foundation (WCF)
Support for Windows Communication Foundation has been added as a
communication method between the DM Extensions and the DM Server.
This feature adds the WCF bindings of NetTCP and HTTP to the DCOM
communication protocol.
Chapter 1 of the eDOCS DM Administration Guide under the section “Network
Bindings Configuration” includes the detailed configuration information.
Details on how to optimize the Windows Communication Foundation protocols can be
found in Appendix A of the eDOCS DM Administration Guide under the section
“Windows Communication Foundation (WCF) Tuning.”
7 | eDOCS DM 5.3 Release Notes
2.1.6 Support for Microsoft Office 2010 (32 bit)
Integration with Microsoft Office 2010 (32 bit version) Word, Excel, PowerPoint,
Project and Visio and Outlook are included with the eDOCS DM 5.3 Release.
New Features specific to Office 2010:
Customize your experience by modifying the DM Ribbon, creating your own
DM Ribbon, adding DM actions to a personal Tab, adding DM actions to the
Quick Access Toolbar.
DM integration with the new Microsoft Backstage interface.
Enhanced Word document compare and merge functionality
Support for the PowerPoint Reuse slide feature
Application Integration based on Microsoft Visual Studio Tools for Office
(VSTO)
2.1.7 SQL Generation Uses SQL-92 Standard
With eDOCS DM 5.3, the SQL generation in the DM system meets the SQL-92
standard. In addition, access to MS SQL databases is changed to be ODBC by
default, rather than DBLib, which is no longer supported with Microsoft SQL 2005 and
Microsoft SQL 2008.
Any new libraries on MS SQL 2005 or later versions will no longer be created in Compatibility Mode 80 (SQL 2000 mode); instead, they will be created in the mode of the database server, either 90 for MS SQL 2005 or 100 for MS SQL 2008.
You can raise the compatibility of any existing libraries (databases) to the level appropriate for the server version (either 80 or 90) so they can support using the SQL Server Native driver, which is more efficient than the old SQL Server driver.
Access to Oracle will still use the pre-existing Oracle *.dll files.
This impacts add-on products; you will need to update your SQL to conform to the SQL-92 standard of performing JOINS in the FROM clause of the SQL statement. Consult SQL-92 standard documentation for more information.
8 | eDOCS DM 5.3 Release Notes
3 Packaging and Documentation
The software documentation is included in the .ISO image and will be extracted to the
Documentation folder on the CD/DVD Image.
The documentation is also available on the Open Text Knowledge Center under the
eDOCS DM 5.3 folder by clicking here.
The following product documentation is available:
eDOCS DM 5.3 API Overview Guide.pdf eDOCS DM 5.3 Webtop Customization Guide.pdf eDOCS DM RM 5.3 Data Dictionary.pdf
eDOCS DM RM 5.3 Designer Guide.pdf eDOCS DM 5.3 API Overview Guide.pdf eDOCS DM 5.3 Administrator Guide.pdf eDOCS DM 5.3 Extensions API Programmers Guide.pdf eDOCS DM 5.3 - Using DM Extensions.pdf eDOCS DM 5.3 Installation Guide.pdf eDOCS DM 5.3 - Using DM Webtop.pdf eDOCS DM 5.3 Imaging.pdf eDOCS DM 5.3 Library Maintenance Tool.pdf eDOCS RM 5.3 API Reference Guide.pdf eDOCS RM 5.3 Administration Guide.pdf eDOCS RM 5.3 Extensions User Guide.pdf
eDOCS DM 5.3 WorkFlow Administration Guide.pdf
eDOCS DM 5.3 WorkFlow User Reference Guide.pdf
9 | eDOCS DM 5.3 Release Notes
4 Supported Environments and Compatibility
The following tables list the supported environments for the eDOCS DM 5.3 Release.
4.1 Server Machines
4.1.1 DM Server
Processor Windows Server 2003 with Xeon processor 1.9 Ghz or greater
Windows Server 2008 R2 minimum 1.4 GHz (x64 processor) or better
Memory 2 GB or greater (1 GB minimum) 1
Operating System Microsoft Windows 2008 R2 Server – 64 Bit
Microsoft Windows 2003 Server R2 (32 bit)
Citrix XenServer 5.x
Microsoft Terminal Server
DM Server as a Virtual Machine 2
Databases Microsoft SQL Server 2005 and 2008,2008 R2 in Compatibility Mode (80) or SQL-92 standard (mode 90 &100)
Oracle 10g R2
Oracle 11g R2
1 For Optimal SQL server performance, we recommend a dedicated server-class
machine with a minimum of 2GB of RAM.
2 Open Text will support customers who run DM products on supported operating
systems, irrespective of whether they are running in a virtual environment or not.
Open Text supports "operating systems," not specific hardware configurations.
Accordingly, Open Text does not explicitly support the virtualization application
since it operates as a hardware abstraction layer.
The virtualization applications like VMware or Microsoft Hyper-V, support a set of
certified operating systems and hardware, and the customer and the virtualization
vendor will be responsible for any interactions or issues that arise at the
hardware or operating system layer as a result of their use of virtualization
software.
Open Text will not require customers to recreate and troubleshoot every issue in
10 | eDOCS DM 5.3 Release Notes
a non-virtual environment; however, Open Text does reserve the right to request
our customers to diagnose certain issues in a native certified operating system
environment without the virtual environment. Open Text will only make this
request when there is reason to believe that the virtual environment is a
contributing factor to the issue.
While DM products are expected to function properly in virtual environments,
there might be performance implications, which can invalidate DM's typical sizing
and recommendations. Analysis must be performed within the context of the
specific application to be hosted in a virtual environment to minimize potential
resource contention, which can have significant impact on performance and
scalability, particularly under peak load.
4.1.2 Document Server
Operating System Novell Netware 6.5
Microsoft Windows 2008 Server, 2008 Server R2 Microsoft Windows 2003 Server Microsoft Windows 2000 Server EMC Centera
Open Text Archiving for eDOCS (Read-Only)
11 | eDOCS DM 5.3 Release Notes
4.1.3 DM Web Server
Processor Windows Server 2003 with Xeon processor 1.9 Ghz or greater
Windows Server 2008 R2 minimum 1.4 GHz (x64 processor) or better
Memory 2 GB or greater (1 GB minimum)
Operating System Microsoft Windows 2008 R2 Server – 64 Bit
Microsoft Windows 2003 Server R2 (32 bit)
Citrix XenServer 5.x
Microsoft Windows Terminal Server
Web Server Internet Information Server (IIS) 6.0 or 7.0
Client Microsoft Internet Explorer 7 or 8
Mozilla Firefox 3.6
4.2 DM User Workstations Processor Minimum: Pentium 4 – 1.8GHz, 1GB
RAM with Win XP, Min 2GB with Vista or 7.
Recommended: Any dual core processor (x86 or x64) running 2GHz or higher. 2GB of RAM with Win XP, 4GB with Vista or 7.
Memory 1GB or greater (recommended)
Operating System Microsoft Windows 7 – 64 bit version
Microsoft Windows 7 – 32 bit version
Microsoft Windows XP (SP3)
Microsoft Vista (SP2) (32 bit)
VMWare Workstation2
Web Browser Microsoft Internet Explorer 7 or 8
Mozilla Firefox 3.6
4.3 Supported Applications
4.3.1 Integrated Applications
The following table lists the applications supported with eDOCS DM 5.3:
12 | eDOCS DM 5.3 Release Notes
Microsoft Word 2003 3 ,2007, 2010 (32 bit)
Microsoft Excel 2003 3 ,2007, 2010 (32 bit)
Microsoft PowerPoint 2003 3 ,2007, 2010 (32 bit)
Microsoft Project 2003 3 ,2007, 2010 (32 bit)
Microsoft Visio 2003 3 ,2007, 2010 (32 bit)
Adobe Reader and Acrobat 8.0, 94
Freedom Scientific JAWS 11
Dragon Naturally Speaking 10.1
Corel Presentations X3 and X5
Corel Quattro Pro X3 and X5
Corel WordPerfect X3 and X5
Lotus 1-2-3 9.7 and Millennium Edition 9.8
Lotus Word Pro 9.7 and Millennium Edition 9.8
3 Although Microsoft Office 2003 is listed as a supported application for DM 5.3,
we have performed minimal testing with Microsoft Office 2003 and determined
that integration is possible.
Open Text encourages customers to upgrade to Microsoft Office 2007 or
Microsoft Office 2010; however, if that is not possible, we will continue to accept
support cases from customers using DM 5.3 with Microsoft Office 2003.
4 With the release of eDOCS DM 5.2.1 CU 4 and greater the Adobe Reader and
Adobe Acrobat version 9 or greater products are integrated using the DM
Interceptor module
13 | eDOCS DM 5.3 Release Notes
4.3.2 Email Applications
Microsoft Outlook 2003 3 ,2007, 2010 (32 bit)
Lotus Notes 7.0.4, 8.5.2
Novell GroupWise 7.0, 8.0
4.3.1 Open Text Supported Products
Open Text Email Filing Version 3.2 will be released in January and include support for DM 5.3 and Microsoft Office 2010.
Wireless DMS for eDOCS Is currently undergoing final QA and a notice
of support or product update will be provided
in January or prior.
eDOCS Integration for SharePoint Is currently undergoing final QA and a notice
of support or product update will be provided
in January or prior.
eDOCS Integration for Autodesk AutoCAD Is currently undergoing final QA and a notice
of support or product update will be provided
in January or prior.
Open Text Email Archiving for Microsoft Exchange Version 9.7.1
Open Text Archiving for eDOCS Enterprise Library Services 10.1
14 | eDOCS DM 5.3 Release Notes
5 Installation and Upgrade Notes
The eDOCS DM 5.3 Installation Guide.pdf is included in the .ISO image and will be
extracted to the Documentation folder on the CD/DVD Image.
The documentation is also available on the Open Text Knowledge Center under the
eDOCS DM 5.3 folder by clicking here.
The following items are additional details which are to be used in conjunction with the
Installation documentation.
5.1 New Installations and Upgrades
The DM 5.3 Server software can be installed on a Windows Operating system which
has not had a previous installation of the DM software. The DM 5.3 software also
supports upgrades from a previous version of DM 5.1.0.5 or 5.2.1.
5.1.1 Microsoft .NET Framework 3.5
The .NET Framework 3.5 is a prerequisite for all products. To install, please
download the Framework from the Microsoft Download Center. You must install .NET
Framework 3.5 on both the client and server machines.
5.1.2 Microsoft Office 2007 PIA’s
The Office 2007 Programmable Interop Assemblies (PIA) are a pre-requisite for the
Application Integration with DM 5.3 Extensions. To install, please download the
redistributable PIA’s from the Microsoft Download Center.
http://www.microsoft.com/downloads/details.aspx?familyid=59DAEBAA-BED4-4282-
A28C-B864D8BFA513&displaylang=en
5.2 Microsoft Office 2010 “.NET Programmability”
When installing Microsoft Office 2010 you will need to expand the options for the
individual modules (Word, Excel, etc…) and check to see if the sub-item “.NET
Programmability Support” is set to “Run from My Computer” for the install.
If Office 2010 is already installed on the computer, go to the Control Panel, select Add
or Remove Programs, then select Office 2010>Change. Select the sub-item “.NET
Programmability Support” for the installed Office applications.
The DM 5.3 Application Integration requires that the Office 2010 Programmable Interop
Assemblies be installed on the user’s desktop for the DM integration to work.
15 | eDOCS DM 5.3 Release Notes
5.3 DM Server
5.3.1 Microsoft .NET Framework 3.5
The .NET Framework 3.5 is a prerequisite for all products. To install, please
download the Framework from the Microsoft Download Center. You must install .NET
Framework 3.5 on both the client and server machines.
5.3.2 Custom STP files for the DM Indexer (DM-21752)
In DM 5.2.1 if you have non default index settings such as a custom STP file when
you apply DM 5.3 the custom file will not be upgraded to DM 5.3.
If you have a custom STP file, custom.stp for example, in the C:\Program
Files\Hummingbird\DM Server\SSK\fultext directory before you perform the upgrade it
will not be copied to the new indexer directory.
After the installation of DM 5.3, copy the custom.stp file from the C:\Program
Files\Hummingbird\DM Server\SSK\fultext directory to the C:\Program Files\Open
Text \DM Server\SSK\fultext directory.
Also if you have set specific compress times or backup pauses durations for DM
5.1.0.5 or DM 5.2.1 they will be reset to the default values as well unless you copy
your custom.stp file to the C:\Program Files\Open Text \DM Server\SSK\fultext
directory.
5.4 DM Web Server
5.4.1 Microsoft .NET Framework 3.5
The .NET Framework 3.5 is a prerequisite for all products. To install, please
download the Framework from the Microsoft Download Center. You must install .NET
Framework 3.5 on both the client and server machines.
5.5 DM Extensions
5.5.1 Microsoft .NET Framework 3.5
The .NET Framework 3.5 is a prerequisite for all products. To install, please
download the Framework from the Microsoft Download Center. You must install .NET
Framework 3.5 on both the client and server machines.
5.5.2 Windows Help (WinHelp) not included with Windows Vista or 7
The Help files delivered with DM 5.3 were created in Windows Help (WinHelp)
format. The Windows Help format is not supported, nor included, with Windows Vista
16 | eDOCS DM 5.3 Release Notes
operating systems. You can download the WinHelp.exe application and use it to view
DM Help files on Windows Vista or Windows 7 operating systems. Download the
appropriate Winhelp.exe application from Microsoft’s web site at the following
location: http://support.microsoft.com/kb/917607. However, the following known issue
has been reported by Microsoft. When you open a Help topic (by pressing F1 or by
selecting Help>Contents and Index), the following error message appears: “There
was a problem running the macro. (1037).” After this initial error, you can continue
using the Help files. For more information and workarounds to this issue, consult
Microsoft’s Article ID 917607 at the following location:
http://support.microsoft.com/kb/917607.
5.6 RM Administrator
5.6.1 Installation
Pre-Requisites
The RM Administration Tool is used to set up and administer a records
management system for RM. The RM Administration Tool can be installed on
any computer with an appropriate SQL client for your database and that has
access to your DM Server and your database.
For full functionality of the RM Administration Tool, your primary group must
be DOCS_SUPERVISORS and you should be a member of
RECORDS_MANAGERS .
The computer on which you install the RM Administration Tool must have
access to your DM Server and your database server, and it must have the
appropriate drivers for your database.
The DM Client API and the DM API must be installed on the machine where
you are installing the RM Administration Tool. If these modules are not
present, the installation program will install them for you.
When the RM Administration Tool starts, it attempts to find the files RM.INI
and PCDOCS.INI. If it tells you that it cannot locate one or both of these files,
obtain valid copies of these files and place them in the folder where RM
Administration Tool is installed.
17 | eDOCS DM 5.3 Release Notes
6 Configuration Notes
6.1 Library Generation
The DM 5.3 Release Library Generator (tblcomp.exe) program will support upgrading
a DM 5.1.0.5 or 5.2.1 library to the DM 5.3 database schema.
The database changes that have been made with DM 5.3 are listed below in section
6.2.1 of this document.
6.2 Database Schema Changes
6.2.1 APP_FILE_EXTNS Table (DM-18778)
As of DM 5.3, the APP_FILE_EXTNS table was added. The APP_FILE_EXTS table
allows users to save versions of a document with different file extensions.
APPS_LINK Foreign key to the APPS table.
Version Introduced: 5.3
Data Type: Integer
LANGUAGE The language code that filters the Extension/Descriptions based on
the users language, such as EN-US.
Version Introduced: 5.3
Data Type: VarChar (5)
EXTENSION The file extension of the file to be saved, such as DOCX.
Version Introduced: 5.3
Data Type: VarChar (8)
DESCRIPTION The description of the File Extensions, such as Word Document.
Version Introduced: 5.3
Data Type: VarChar (60)
ORDER_NO The order column number allows the Extensions/Descriptions to be
listed in a specific order.
Version Introduced: 5.3
Data Type: Integer
18 | eDOCS DM 5.3 Release Notes
NEW_DOC_ONLY When the value is Y, the user can save to a new document
only; this supports saving through an application where that application cannot
reopen the file, such as PDF from Microsoft Word. When the value is N, the user gets
all of the standard Save As options.
Version Introduced: 5.3
Data Type: Char (1) (Y or N)
DISABLED When the value is Y, the Extension is disabled and will not appear as a
Save As option. When the value is N (or blank), the Extension will appear in the Save
As options.
Version Introduced: 5.3
Data Type: Char (1) (Y or N)
6.2.2 DOCSERVERS.CONNECTION_INFO
This field is used to store the Enterprise Library Connection Information.
DOCSERVERS.CONNECTION_INFO varchar(254)
6.2.3 Changes to DOCS_UNIQUE_KEYS table to support system
sequences only for MS SQL environment
The DOCS_UNIQUE_KEYS table is NO LONGER used for 5.3 due to locking issues
that may occur under intense system usage in previous versions of DM 5.2.1 or prior
or DOCS Open 4.1. or prior.
The DM 5.3 version now has a new table for each sequence in the system. The
sequence tables all start with SEQ_sequencename.
To support this change the SP_NEXTKEY stored procedure has been modified to get
the next sequence number from these new sequence tables.
By default the 4 standard sequences created by Library Generator (Tblcomp) are:
SEQ_SYSTEMKEY – holds the next SYSTEM_ID sequence value
SEQ_PROFILE – holds the next DOCNUMVER sequence value
SEQ_VERSIONS – holds the next VERSION_ID sequence value
SEQ_NEEDS_INDEXING – holds the next disposable SYSTEM_ID
sequence value for the NEEDS_INDEXING table
NOTE: that if you have created a sequence for use in your own applications, you will
need to go and create a replica sequence SEQ_* table for your sequences to work
with the newly modified SP_NEXTKEY stored procedure
19 | eDOCS DM 5.3 Release Notes
NOTE: if you work in a mixed eDOCS DM and DOCS OPEN environment then you
need to patch your DOCS Open installations so they utilize these new sequences
6.3 DM API Changes
6.3.1 Retrieving Data for Multiple File Types (DM-18731)
As of DM 5.3, client machines obtain the File Extensions available based on the
Application and the language code, such as EN-US, FRCA, or EN. Application cache
objects on the server maintain a list of languages and associated file extensions and
description lists. Access to the data is available as an extension on the
VersionSearch search object.
The call information for the DM API is as follows:
// we need to get the File Extensions PCDSearch searchObj = new PCDSearch(); searchObj.AddSearchLib(CurrentLibrary); searchObj.SetSearchObject("VersionsSearch"); searchObj.SetDST(DST); searchObj.AddSearchCriteria("PCD_APP_ID", txtAppId.Text); searchObj.AddSearchCriteria("PCD_LANGUAGE", txtLanguage.Text); string[] retProps = { "EXTENSION", "DESCRIPTION", "FILE_FORMAT", "NEW_DOC_ONLY" }; foreach (string prop in retProps) searchObj.AddReturnProperty(prop); // execute the search int hRes = searchObj.Execute();
Then get the return rowset as per normal handling for a search object.
20 | eDOCS DM 5.3 Release Notes
7 Fixed Issues
All issues that have been previously resolved in DM 5.2.1 or a subsequent Cumulative
Update have been included in DM 5.3 release.
In addition the DM 5.3 release includes fixes to issues that were opened against
previous versions of DM where those issues still remain open in those previous releases.
You can find the issues that have been resolved in this release by searching the Open
Text Knowledge Base for “5.3” or “This issue is resolved in DM 5.3” from this area. You
will also need to remove the checkmark for All Products and select DM RM for your
search.
21 | eDOCS DM 5.3 Release Notes
8 Known Issues
8.1 DM Server and DM Web Server
8.1.1 Data Execution Prevention for DM Administrator Tools
When you attempt to run any of the DM Administrator Tools on Windows Server 2003
or 2008 R2 – 64 bit an error message appears and the application might stop
unexpectedly.
You have two options for changing the default Data Execution Protection settings on
your server.
Select Start>Control Panel>System, select the Advanced Tab>Performance
Settings, select the Data Execution Prevention tab. Select the option for “Turn
on DEP for essential Windows programs and services only.”
OR, Select Start>Control Panel>System, select the Advanced
Tab>Performance Settings, select the Data Execution Prevention tab. Select
the option for “Turn on DEP for all programs and services except those that I
select:” and select the Add option. From the Add option browse to the
Program Files > Open Text > DM Server > Program and select the individual
.EXE files for the DM server utilities you would like to run from the server.
Please review the following Knowledge Base articles for additional details:
https://knowledge.opentext.com/knowledge/llisapi.dll?func=ll&objId=12940954&objAc
tion=ArticleView
https://knowledge.opentext.com/knowledge/llisapi.dll?func=ll&objId=12946274&objAc
tion=ArticleView
8.1.2 DM Administrator Tools on Windows Server 2008
If you are not using the shortcuts that were created when the software was installed
and you want to use them by selecting the executable, you need to:
1. Select the individual application, such as Library Maintenance.
2. Right-click and select “Run As Administrator.”
8.1.3 Co-existence with DOCS Open 4.1 (DM-18489)
With DM 5.3 a change was made to the DOCS_UNIQUE_KEYS logic to avoid sql
blocks during heavy usage. The table is used to issue unique keys during requests to
add documents to the system – the change will allow it to use the SEQ_SYSTEMKEY,
SEQ_PROFILE, SEQ_VERSIONS, SEQ_NEEDS_INDEXING tables instead of the
DOCS_UNIQUE_KEYS table.
22 | eDOCS DM 5.3 Release Notes
This patch will allow the DOCS Open 4.1 Desktop to be used in a mixed environment
with eDOCS DM 5.3 while organizations perform a phased migration.
This patch should only be used when DOCS Open 4.1 is run against a SQL200x compatible (compatibility level 80) database created for eDOCS DM 5.3. Only the DM 5.3 Server Admin tools should be run on an eDOCS DM 5.3 database and the DOCS Open 4.1 Administrator tools should no longer be used.
The Patch will be made available on the Open Text Knowledge Center and can be found in the DOCS Open patch directory by clicking here.
Do NOT implement DM 5.3 with DOCS Open in a mixed environment until this patch has been applied.
8.1.4 Multiple modules on the same DM Server
When upgrading a DM Server to version 5.3, it will remove all previous DM 5.1.0.5 or
5.2.1 shortcuts from the Start menu items. For example, if DM Server and the DM
Workflow Server are on the same machine, once the DM Server is upgraded, the DM
Workflow shortcuts won’t exist on the DM Server until the DM Workflow Server is
upgraded. In summary each server upgraded will require that all other eDOCS
products on that machine to be upgraded as well.
8.1.5 DM Server Performance Counters on Windows 2008 R2 (DM-23171)
The 64-bit Windows Server versions of the Performance Monitor are unable to show
the eDOCS DM Server counters because eDOCS DM Server is a 32 bit application. In
order to display these counters, one will need to run the 32-bit perfmon.exe located in
C:\Windows\SysWOW64.
8.1.6 Error 1053 when attempting to start the DM WebAdmin Service (DM-
22816)
When the DM Webtop is installed it creates a Windows Service that is called Open Text
eDOCS DM WebAdmin Host which has a startup type set to manual. If you try to start
the service you will receive an error “1053: Service did not respond….”.
When the DM Administrator is working within the DM Admin section of the DM Webtop
the service will be started and stopped as required by DM. This is working as designed
and the service should not be manually started.
8.1.7 DM Administrator Shortcuts with Windows UAC Enabled
When you install DM Server on a Windows Server 2008 R2 which has UAC enabled,
you will need to use the shortcuts that the DM Server installation program created. If
you want to have shortcuts on your desktop you will need to copy the ones the DM
Installation created with the install and can alter them so long as you leave the
c:\...AdminShell.exe at the front of the target setting. You also need to be aware that
when you edit one you may not see the AdminShell preface because the textbox isn’t
23 | eDOCS DM 5.3 Release Notes
wide enough to show the entire contents. You may just see the last portion
…\tblcomp.exe for example. You need to make sure that you scroll to the beginning
of the entry to make sure the AdminShell is included.
The following table describes the behavior that will occur when using AdminShell.exe
depending on the UAC setting that is in use:
Items in Green are the recommendation options.
Type of User
Domain Admin
Domain User with Local Admin Rights Domain User
Local Administrator Local User
UA
C Settin
g
Always notify
Application launches with a full administrative token; no prompt
Application launches with a full administrative token; prompt for consent
Application launches with a full administrative token; prompt for credentials
Application launches with a full administrative token; no prompt
Application launches with a full administrative token; prompt for credentials
Notify me only when programs
try to make
changes to my
computer
Application launches with a full administrative token; no prompt
Application launches with a full administrative token; prompt for consent
Application launches with a full administrative token; prompt for credentials
Application launches with a full administrative token; no prompt
Application launches with a full administrative token; prompt for credentials
Notify me only when programs
try to make
changes to my
computer (do not dim my
desktop)
Application launches with a full administrative token; no prompt
Application launches with a full administrative token; prompt for consent
Application launches with a full administrative token; prompt for credentials
Application launches with a full administrative token; no prompt
Application launches with a full administrative token; prompt for credentials
Never Notify
Application launches with a full administrative token; no prompt
Application launches with a full administrative token; no prompt
Program doesn't launch. Message saying you require Administrator rights to run this program
Application launches with a full administrative token; no prompt
Program doesn't launch. Message saying you require Administrator rights to run this program
24 | eDOCS DM 5.3 Release Notes
8.1.8 Shortcuts for Library Maintenance and Generator Errors (DM-22974)
When upgrading from DM 5.2.1 CU 5 on Windows 2003 SP2 to DM 5.3, you may
receive an error message when trying to use the Open Text shortcuts for the Library
Maintenance or Library Generator programs. This issue is intermittent for the upgrades
of this environment.
Resolution: You will need to reboot the server and the error messages will no longer
appear.
8.1.9 Full Text Indexer Error Message (DM-23281)
When the DM Server Indexer is configured with an index and if the DM Server is not
configured to have an indexer, the user may receive an error message 0x8004033B
instead of the correct warning message of "No Full-Text Index configured for searching
this library. Please notify your administrator."” when the users performs an Advanced
Content search.
Resolution: The DM Server can be configured to have at least one index for the DM
Server. The issue is still under investigation.
8.2 RM Administrator Tool and RM Extensions
8.2.1 RM Administrator Tool Custom Reports on Windows 2008R2 or 7 – 64
bit (DM-23184)
You will need to define a 32-bit data source for the custom reports to work.
Using Windows Explorer browse to the \Windows\SysWOW64 directory and execute
odbcad32 by double clicking it
You will be using the 32 bit version of ODBC which is required by the crystal reports
component within the RM Administrator Tool. You will need to define an ODBC data
source for the DM library.
8.2.2 RM Administrator Tool Installed after DM Extensions (DM-23312)
When you install the RM Administration Tool on a user’s desktop which has the DM
Extensions previously installed, there will be an error when they subsequently try to
save a document to DM.
Resolution: There are several resolutions for this issue.
The RM Administration Tool and the DM API can be installed first on the desktop and
then install the DM Extensions.
Re-running the DM Extensions install and selecting the repair option will reset the
registry.
25 | eDOCS DM 5.3 Release Notes
Or, after installing the RM Administration Tool you will need to change the following
registry key:
HKLM\SOFTWARE\Hummingbird\PowerDOCS\Forms\LookupForm
To: {FBDC1964-9E00-11D4-83FC-00C04F8EEC5A instead of Use Internal Form
8.2.3 RM Administration Tool Logging with UAC
If for some reason you need to enable logging for this module and you have UAC
enabled on the desktop, you will also need to make the following changes:
Run Notepad with Run as administrator rights and add the following section to the
win.ini file:
[Docs Open Logging]
Logtofile=1
Run the RM Administration Tool
The RM Administration Tool will say that the log is being saved in the
c:\windows\docslog.txt however since the user doesn’t have rights to this location
because of UAC protection it will actually save the file under
c:\Users\<username>\AppData\Local\VirtualFileStore\Windows\docslog.txt
8.3 DM Extensions
8.3.1 RM Extension or DM Imaging upgrade Serial Numbers (DM-23141)
The end user will be prompted to enter the serial number for the 5.1.0.5 or 5.2.1 RM
Extensions or DM Imaging software.
The eDOCS DM 5.3 Extensions (x86).msi or eDOCS DM 5.3 Extensions (x64).msi
installation programs can be edited using a third party tool like Microsoft ORCA to
include the serial number and password so that the end user is not prompted to enter
the password.
RM Extensions
To include the serial number for the RM Extensions open the appropriate MSI package
and search for the registry value of: reg0DF9AD2FA12101704368B91318EB855D and
change the value field from [OT_SERIALNUMBER_32] to [32-XXXX-XXX-XXXXXXXX]
to your license key.
You will also need to change the activation key by searching for the registry key
reg03412074384BEFA934BB122079F43EA3 and change the value from
[OT_ENCRYPTEDPASSWORD_32] to [XXXXXXXXXX] to the activation code you
received with your serial number.
26 | eDOCS DM 5.3 Release Notes
DM Imaging
To include the serial number for the DM Imaging open the appropriate MSI package
and search for the registry value of: regFB0B51DBD684CA8C0E08EA4126773E6E
and change the value field from [OT_SERIALNUMBER_28] to [28-XXXX-XXX-
XXXXXXXX] to your license key.
You will also need to change the activation key by searching for the registry key
reg0EAF1943A71D3CD30C955B53DD7EEBBE and change the value from
[OT_ENCRYPTEDPASSWORD_28] to [XXXXXXXXXX] to the activation code you
received with your serial number.
Using a Batch File
You can also create a batch file that launches the msi installation program with a
command line parameter that includes the serial numbers and activation codes using
the following syntax:
msiexec /l*v "%TEMP%\dmext.log" /i "C:\eDOCS DM 5.3 Extensions (x86).msi"
OT_SERIALNUMBER_28=28-0100-001-00000000 OT_PASSWORD_32=1234abcd
OT_SERIALNUMBER_32=32-XXXX-XXX-00000000 OT_PASSWORD_32=XXXX1234
8.3.2 DM Viewer on Windows 7 – 64 bit (DM-22514)
When running the DM Extensions for Windows Explorer on Windows 7 – 64 bit, the DM
Viewer shows up as a tab option in the 3 pane view. If the user selects or has a
document selected when they pick the DM Viewer tab, the display will be blank and the
document will not be shown.
Resolution: The user will need to right mouse click and select the View option to see
the document.
The DM administrator can disable the DM Viewer using the client deployment utility or
edit the eDOCS DM 5.3 Extensions (x64).msi to disable the DM Viewer TAB to prevent
the user from selecting it.
To disable the DM viewer the following registry key needs to be set to:
[HKEY_LOCAL_MACHINE\SOFTWARE\Hummingbird\PowerDOCS\Explorer\AddOns\
Viewer]
"Disable"=dword:00000001
8.3.3 Compare and Merge Focus with Word 2007 (DM-23233)
When using the "Compare and Merge" feature in MS Word 2007, the Quick Retrieve
window appears behind the Compare and Merge dialogue when choosing the first
document if the ThreadedUI is enabled. The Compare and Merge dialogue stays in the
background behind the MS Word window. You have to minimize the MS Word window
in order to see the Compare and Merge dialogue and choose the second document.
27 | eDOCS DM 5.3 Release Notes
The ThreadedUI uses the following registry keys:
[HKEY_CURRENT_USER\Software\Hummingbird\PowerDOCS\AppIntegration]
"ThreadedUI"=dword:00000001
HKEY_LOCAL_MACHINE\SOFTWARE\Hummingbird\Hummingbird DM Application
Integration\Installation\Microsoft
"ThreadedUI"=dword:00000001
8.3.4 Select a Word Document when Selecting Insert Picture (DM-21186)
From within Word 2010 when you select the Insert button the Word application is
expecting to insert a picture. When the DM Quick Retrieve is displayed, if you select a
picture, it will be inserted. If you select a Word document, you will be returned to the
main document and it will show a blank icon that says” This image cannot be
displayed”.
In Word 2007 the user would receive a warning message that it the “Graphics is
Unable to convert the file”. With Word 2010 the warning no longer appears and the
user is returned to the main document with “This image cannot be displayed” error
message.
Resolution: This is working as designed due to a limitation in the native third party
application.
8.3.5 Document Information Error in Offline Mode (DM-23271)
When you are offline and open a document from Attache, when you select the DM -
Document Information action, you will receive an error stating 'unable to cast COM
object'System_COM Object'.
Resolution: This issue is still under investigation.
8.3.6 DM Workflow Extensions Require DCOM
The DM Workflow extensions software requires that the DM Extensions be configured
with DCOM to communicate with the DM Server. The Windows Communication
Foundation enhancements are not supported with the DM Workflow Extensions.
8.3.7 GroupWise Upgrade from 5.2.1 (DM-23316)
When upgrading from a GroupWise and DM 5.2.1 to DM 5.3 the email integration will
not be selected by default in the DM Extensions 5.3 wizard, the end user will need to
select the email integration feature for the integration to be installed.
28 | eDOCS DM 5.3 Release Notes
8.3.8 Unknown Publisher with Smart Check In Check Out (DM-23309)
When installing from the DM Webtop the Smart Check In Check Out feature and if
UAC is enabled on the end users desktop, they will be prompted to confirm if they want
to proceed with installing a program from an unknown publisher. It they select yes the
Smart Check In Check Out functionality will be installed.
8.3.9 Unknown Publisher when installing DM Imaging with UAC enabled
(DM-23308)
When installing from the DM Imaging software with UAC enabled on the end users
desktop, the user will be prompted to confirm if they want to proceed with installing a
program from an unknown publisher.
8.3.10 DM Imaging installation on UAC enabled system (DM-23013)
The DM Imaging needs to be installed as an Administrator with UAC disabled for some
DLL’s to be registered.
The problem is caused by TabCtrl32.ocx and Tab32x20.ocx not being registered by the
installation. These modules are located in the system32 directory.
Resolution: If they are registered manually, DM Imaging will work. Also, if the msi is run
as an administrator, the DLL’s will also be registered.
This issue is still under investigation.
8.3.11 PowerPoint 2010 no message is displayed when the DM Add in is
disabled (DM-22453)
To enable the enhanced crash detection for PowerPoint 2010 you can manually add
the following registry key and restart PowerPoint 2010, or edit the DM Extensions
MSI package and change the registry key to:
[HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\14.0\User
Settings\OpenText.DM.PowerPoint]
"Count"=dword:00000001
8.3.12 The Initializing… remains displayed in the background (DM-23346)
The “Initialization….” Message that is displayed when the save user interface is first
invoked will remain in the background of the user’s desktop until they exit from DM.
This can be resolved by changing the following registry key on the desktop or by
editing the MSI package.
29 | eDOCS DM 5.3 Release Notes
HKCU\Software\Hummingbird\PowerDOCS\Core\Plugins\Fusion\Forms\QR, create a
DWORD named OpenFirst. A setting of 3 will expand the SaveUI tree automatically if
a location was chosen already or if the last saved to item is used.
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