xpresso for adobe indesign installation guide - emc · pdf...

xPresso for AdobeInDesign InstallationGuideVersion 3.5

EMC Corporation, Hopkinton, MA 01748-91031-508-435-1000www.EMC.com

EMC Document Sciences xPresso for Adobe InDesign Installation Guide

Copyright 2005-2009 EMC Corporation. All rights reserved.

The copyright protection claimed includes all formats of copyrightable material and information governed by current orfuture statutory or judicial law. This includes, without limitations, any material generated by the software programs thatdisplay icons or other screen interfaces. You may not copy or transmit any part of this document in electronic or printedformat without the express written permission of EMC Corporation. xPression, CompuSet, and all other EMC Corporationproducts mentioned in this publication are trademarks of EMC Corporation. For complete copyright information, please seethe file xPression Licensing Document.pdf located on your eBook Library CD.

TABLE OF CONTENTS

1 Before You Begin............................................................................................................................................. 3What is xPresso for Adobe InDesign? ........................................................................................................ 3Software and Hardware Requirements ....................................................................................................... 3Supported Data Types............................................................................................................................... 3Installation Overview ................................................................................................................................. 3

Installation Directory Paths ................................................................................................................. 4Licensing Your xPresso for Adobe InDesign Software.................................................................................. 4Existing xPresso Installations..................................................................................................................... 4Information Boxes and Revision Bars ......................................................................................................... 5Solution Support ....................................................................................................................................... 5

2 Installing on Windows ...................................................................................................................................... 7Before You Begin ...................................................................................................................................... 7

Installing on Vista............................................................................................................................... 7Performing a Windows Installation ............................................................................................................. 8

Installing a Language Pack................................................................................................................. 9Registering Your Software ......................................................................................................................... 10Troubleshooting ........................................................................................................................................ 11

Valid License Being Called Invalid....................................................................................................... 11Corda Builder Not Launching.............................................................................................................. 12

3 Installing on a Macintosh.................................................................................................................................. 13Before You Begin ...................................................................................................................................... 13Installing the Java Environment.................................................................................................................. 13

How Do I Know What Version is Installed? .......................................................................................... 13What if I Have More Than One Java Version Installed? ........................................................................ 14

Performing a Macintosh Installation............................................................................................................ 14Installing a Language Pack................................................................................................................. 15

Registering Your Software ......................................................................................................................... 16Multiple User Access to InDesign CS3 on the Mac ...................................................................................... 18

4 Verifying Your Installation ................................................................................................................................. 19Previewing the Document.......................................................................................................................... 19Packaging the Document........................................................................................................................... 20

5 Upgrading Your Software ................................................................................................................................. 21xPresso for Adobe InDesign on Windows ................................................................................................... 21

Installing Over the Existing Installation ................................................................................................ 21Uninstalling the Existing Software ....................................................................................................... 21

xPresso for Adobe InDesign on Macintosh.................................................................................................. 21Installing Over the Existing Installation ................................................................................................ 21

Table of Contents

Uninstalling the Existing Software ....................................................................................................... 22

BefBefBeforororeee YYYououou BeBeBegingingin 1Before You Begin

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

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

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

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

With this release, xPresso for Adobe InDesign supports the following data types: String, DateTime, Time,Double, Boolean (true/false), Date (YYYY-MM-DD format), Integer, and Float.

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

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Chapter 1 — Before You Begin

Here are the steps for the overall installation process:

1. Obtain your license keys. For more information, see Licensing Your xPresso for Adobe InDesignSoftware.

2. (Optional) Uninstall any legacy software. For more information, see Existing xPresso Installations.

3. Install the xPresso client software. For more information, see Installing on Windows or Installing on aMacintosh.

4. Register your software. For more information, see Registering Your Software (Windows) or RegisteringYour Software (Macintosh).

5. Verify your installation. For more information, see Verifying Your Installation.

6. Documentum only: Configure xPresso for Adobe InDesign for Documentum integration. For moreinformation, see .

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

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

• Serial Number. The serial number is specific to your company and the xPresso client applicationspurchased, specifying a certain number of licenses for each application. EMC Document SciencesCustomer Care provides the serial number to your company or administrator along with theinstallation files.

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

• License Key. The license key is granted to you from the EMC Document Sciences self-serviceactivation application or manually from EMC Document Sciences’ Customer Care department.The license key’s term of validity is set by the serial number and the master agreement with yourcompany.

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

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

E-mail: [email protected]

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

Existing xPresso InstallationsIf you have a previous release of xPresso for Adobe InDesign installed on the same computer that you aregoing to install this new release, you can either install over your existing release, or uninstall it first. If you installwithout uninstalling first, the installation program will confirm that you want to overwrite your existing install.

Click Yes to continue with the installation, and overwrite your existing installation. Or click No to cancel theinstallation and uninstall your existing installation first. For specific instructions on uninstalling your softwareversion and platform, see Upgrading Your Software.

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

CAUTIONThe caution box warns you that a fatal error, unsatisfactory output, or loss of data may occur if you do notfollow directions carefully.

Tip

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

Note

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

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

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

Telephone (760) 602-1500

Fax (760) 602-1515

WorldWide Web

http://support.docscience.com

E-mail [email protected]

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http://support.docscience.com


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InstallingInstallingInstalling ononon WWWindoindoindowswsws 2Installing on Windows

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

Note

Installing xPresso for Adobe InDesign CS3 and xPresso for Adobe InDesign CS4 on the same computeris not supported.

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

• Obtained your xPresso for Adobe InDesign serial number. For more information, see LicensingYour xPresso for Adobe InDesign Software.

• (Optional) Uninstalled any previously-installed version of xPresso. For more information, seeExisting xPresso Installations.

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

Installing on VistaThe Vista operating system employees security that requires extra steps to be taken when installing xPressofor Adobe InDesign. Taking these steps ensures that you will be able to install and license your softwarecorrectly. You can choose from the following two options; however, method 1 is recommended.

Method 1: Running InDesign as an Administrator (Recommended)You can modify the properties of the Adobe InDesign executable so that you run the program as anadministrator. This will give you the rights you need to install and licence xPresso for Adobe InDesign. Thisis the recommended method.

To run InDesign as an administrator:

1. Locate the InDesign executable file, InDesign.exe, usually located in the \Program Files\Adobe\AdobeInDesign CS# directory.

2. Right-click InDesign.exe and select Properties.

3. Click the Compatibility tab and locate the Privilege Level section at the bottom of the tab.

4. Select the Run this program as an administrator check box.

5. Click OK. You are now ready to install and license xPresso for Adobe InDesign.

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Chapter 2 — Installing on Windows

Method 2: Modify the Access Rights of the Install FolderThe second option is to modify the access rights of the folder you install xPresso for Adobe InDesign into,giving yourself access rights.

To modify the access rights of the install folder:

1. Right-click the folder into which you are going to install xPresso for Adobe InDesign (such as \ProgramFiles\Adobe\Adobe InDesign CS3) and select Properties.

2. Click the Security tab.

3. Select the current user from the Group or user names list and then click Edit.

4. Ensure that the Allow check box is selected for all of the permissions listed in the Permissions forUsers list.

5. Click OK, and then click OK again on the Properties dialog box. You are now ready to install andlicense xPresso for Adobe InDesign.

Performing a Windows InstallationThe xPresso for Adobe InDesign Windows installation is a series of easy-to-follow wizard screens. If you areinstalling a non-English version of xPresso for Adobe InDesign, use these steps to install the English version,and then follow the steps in Installing a Language Pack to install the correct language pack. Locate yourinstallation CD, then follow these steps:

1. Insert the installation CD in your CD drive, or locate your downloaded files. In the \Client\Windowsdirectory, locate and double click xPresso_for_InDesign_Install_Windows.exe. The xPresso forAdobe InDesign installation Introduction page appears, and provides some basic information aboutthe installation process.

2. Click Next. The Adobe InDesign Version page appears.

3. Select the Adobe Creative Suite version of InDesign that you will be using with xPresso for AdobeInDesign: CS3 or CS4. Click Next. The Adobe InDesign Installation Folder page appears.

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

5) Type the name of your company and name of the person who will be using this software on thiscomputer. Ensure that both entries contain characters from a single language; entries that usecharacters from more than one language will cause an error when registering. The square bracecharacters ([]) and the equal sign (=) are not supported in the Company Name and User Name fields.Click Next. The Serial Number page appears.

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

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

8. Click I accept the terms of the License Agreement to continue with the installation. Click Next. TheiText Software License Agreement page appears.

9. Click I accept the terms of the License Agreement to continue with the installation. Click Next. TheImage Storage Folder page appears.

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

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11. Click Next. The Install Corda Builder page appears. Select whether or not you want to install thexPresso Charts application. This application is required if you are going to create dynamic charts toinclude in your documents.

12. Select Yes to install xPresso Charts, or select No to not install the application. If you select Yes, click thebrowse button to navigate to and select the location for the installation. Or, leave the default location.The installation path for the xPresso Charts application can’t have spaces in it. For example, C:\ProgramFiles\xPresso Charts is not a valid installation directory, but C:\xPressoCharts is valid.

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

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

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

15. Click Done to complete your xPresso for Adobe InDesign installation.If you need to install a language pack for a non-English version, follow the steps in the next section. If you willbe using the English version, you can move on to Registering Your Software.

Installing a Language PackNon-English versions of xPresso for Adobe InDesign are accessed by installing a language pack. Thelanguage pack converts the English version into the language version of the selected pack.

When a language pack is installed, some English language files are overwritten. It is recommended that youback up these files before installing the language pack to enable you to restore your installation to English ifnecessary later. Back up the following files and directories:

• [Adobe InDesign Installation Directory]\Plug-ins\xPresso\LanguagePack.pln

• [Adobe InDesign Installation Directory]\xPressoHelp (entire directory)

Note

Adobe InDesign Creative Suite 4 isn’t currently available in languages other than English. Therefore, there areno non-English versions of xPresso for Adobe InDesign available for InDesign CS4 installations.

To install a language pack:

1. Ensure InDesign is not running.

2) Back up the files and directories listed at the beginning of this section.

3. Download the required LanguagePack_xINDD_LanguageID.zip file. For example, the Frenchlanguage pack is called LanguagePack_xINDD_fr.zip

4. Open the zip file and select the LanguagePack.pln file and click Extract.

5. Clear the Use folder names check box.

6. Navigate to the [InDesign Installation Directory]\Plug-Ins\xPresso directory and click Extract.

7. Select all the files in the zip file, EXCEPT the Language.zip and the LanguagePack.pln files, and clickExtract.

8. Select the Use folder names check box and navigate to the InDesign installation directory. Forexample, C:\Program Files\Adobe\Adobe InDesign CS3. Click Extract.

Verify that the language-specific online Help files copied into the xPressoHelp\Help\LanguageIDdirectory.

Once you install the language pack, you can move on to Registering Your Software.

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

To register your software:

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

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

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

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

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

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

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

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http://www.docscience.com/xpressoregister3


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

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

Ensure that you copy the entire license key.

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

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

Note

Ensure that the values in the User Name and Company fields in the Register dialog box use characters froma single language. If either of the fields contains characters from more than one language, the registrationwill fail and generate an error.

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

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

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

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

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

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

To update the JRE path:

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

2. Locate the path statement, which resembles this:Application.java.home=C\:\\Program Files\\Java\\jre1.5.0_12

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

4. Save the CordaBuilder.properties file.

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InstallingInstallingInstalling ononon aaa MacintoshMacintoshMacintosh 3Installing on a Macintosh

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

Note

Installing xPresso for Adobe InDesign CS3 and xPresso for Adobe InDesign CS4 on the same computeris not supported.

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

• Obtained your xPresso for Adobe InDesign license key. For more information, see Licensing YourxPresso for Adobe InDesign Software.

• (Optional) Uninstalled any previously-installed version of xPresso. For more information, seeExisting xPresso Installations.

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

Installing the Java EnvironmentxPresso for Adobe InDesign requires Sun’s Java 2 Platform, Standard Edition (J2SE) version 1.5 (5.0 Release1) installed on the machine before you run the xPresso for Adobe InDesign installation program.

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

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

2. From the File menu, select New Shell.

3. Type the following command:

java -versionYou should see something similar to the following image, which shows an example of the terminaldisplay after entering the java version command.

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Chapter 3 — Installing on a Macintosh

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

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

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

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

To move other java versions:

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

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

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

Performing a Macintosh InstallationThe xPresso for Adobe InDesign Macintosh installation is a series of easy-to-follow wizard screens. If you areinstalling a non-English version of xPresso for Adobe InDesign, use these steps to install the English version,and then follow the steps in Installing a Language Pack to install the correct language pack.

Locate your installation CD, or the directory where you unzipped your downloaded files, then follow these steps:

1. Insert the installation CD in your CD drive, and navigate to the \Client\Macintosh directory, or locateyour downloaded files. Double-click xPresso_for_InDesign_Install_Mac. The xPresso for AdobeInDesign installation Introduction page appears, and provides some basic information about theinstallation process.

Click Next. The Adobe InDesign Version page appears.

2. Select the Adobe Creative Suite version of InDesign that you will be using with xPresso for AdobeInDesign: CS3 or CS4. Click Next. The Adobe InDesign Installation Folder page appears.

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

4. Type the name of your company and name of the person who will be using this software on thiscomputer. Ensure that both entries contain characters from a single language; entries that usecharacters from more than one language will cause an error when registering. The square bracecharacters ([]) and the equal sign (=) are not supported in the Company Name and User Name fields.Click Next. The Serial Number page appears.

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

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

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

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

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

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

10. Select Yes to install xPresso Charts, or select No to not install the application. You must have JDK 1.5installed to use Corda Builder. If you select Yes, click the browse button to navigate to and selectthe location for the installation. Or, leave the default location. The installation path for the xPressoCharts application can’t have spaces in it. For example, C:\Program Files\xPresso Charts is not a validinstallation directory, but C:\xPressoCharts is valid.

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

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

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

13. Click Done to complete your xPresso for Adobe InDesign installation.If you need to install a language pack for a non-English version, follow the steps in the next section. If you willbe using the English version, you can move on to Registering Your Software.

Installing a Language PackNon-English versions of xPresso for Adobe InDesign are controlled by installing a language pack. Thelanguage pack converts the English version into the language version of the selected pack.

When a language pack is installed, some English language files are overwritten. It is recommended that youback up these files before installing the language pack to enable you to restore your installation to English ifnecessary later. Back up the following files and directories:

• [Adobe InDesign Installation Directory]/Plug-ins/xPresso/LanguagePack.pln

• [Adobe InDesign Installation Directory]/xPressoHelp (entire directory)

Note

Adobe InDesign Creative Suite 4 isn’t currently available in languages other than English. Therefore, there areno non-English versions of xPresso for Adobe InDesign available for InDesign CS4 installations.

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To install a language pack:

1. Ensure InDesign is not running.

2. Back up the files and directories listed at the beginning of this section.

3. Download the required LanguagePack_xINDD_LanguageID.zip file. For example, the Frenchlanguage pack is called LanguagePack_xINDD_fr.zip

4. Open the zip file and select the Language.zip file (for example, French.zip) and click Extract.

5. Clear the Use folder names check box.

6. Navigate to the [InDesign Installation Directory]/Plug-Ins/xPresso directory and click Extract.

7. Select all the files in the zip file, EXCEPT the Language.zip and the LanguagePack.pln files, and clickExtract.

8. Select the Use folder names check box and navigate to the InDesign installation directory. Forexample, /Applications/Adobe InDesign CS3. Click Extract.

Verify that the language-specific online Help files copied into the xPressoHelp/Help/LanguageIDdirectory.

Once you install the language pack, you can move on to Registering Your Software.

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

To register your software:

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

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

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

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

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

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

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

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

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

Ensure that you copy the entire license key.

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

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

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http://www.docscience.com/xpressoregister3


Note

Ensure that the values in the User Name and Company fields in the Register dialog box use characters froma single language. If either of the fields contains characters from more than one language, the registrationwill fail and generate an error.

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

Multiple User Access to InDesign CS3 on the MacOn MacIntosh systems where multiple users with individual logins require access to xPresso for AdobeInDesign, it is highly recommended that the system administrator manually change permission of the’Indesign.app’ to allow some level of access to all users who may require access to xPresso for AdobeInDesign. If permission is not provided, access to packages will be restricted.

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

To provide permission to the InDesign application:

1. Open the Terminal window and navigate to the location of the Adobe InDesign CS3.app file.

2. Perform these commands:chmod 777 "Adobe InDesign CS3.app"chmod 2777 "Adobe InDesign CS3.app"chmod 4777 "Adobe InDesign CS3.app"

These commands have the following effects:

• 777 allows any user(s) or Group(s) login to the system to launch Adobe InDesign CS3.

• 2777 grants the process the same authority as the group of “Adobe InDesign CS3.app” toread and write from or to another file or folder, such as the ‘temp’ folder.

• 4777 grants the process the same authority as the owner of “Adobe InDesign CS3.app” toread and write from or to another file or folder, such as the ‘temp’ folder.

Note

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

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VVVerifyingerifyingerifying YYYourourour InstallaInstallaInstallationtiontion 4Verifying Your Installation

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

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

1. Start Adobe InDesign.2. Open Financial Newsletter_Template.indd, located in the following directory:

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

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

If xPresso is installed correctly, the interface should appear as shown here.

3. Verify that the following components are available in the interface (as shown in the previous image):• The xPresso menu• The xPresso Schematic (if it’s not visible, click the InDesign Show Structure button)• The Data Schema panel (if it’s not visible, select Data Schema from the InDesign Windows

menu)• The xPresso Preflight panel (If it’s not visible, select xPresso Preflight from the InDesign

Window menu)

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Chapter 4 — Verifying Your Installation

• The Variable Definition panel (If it’s not visible, select Variable Definition from the InDesignWindow menu)

• The Document Property panel (If it’s not visible, select Document Property from the InDesignWindow menu)

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

5. Select the INDESIGN_MASTER.xml file from the following directory:

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

The Export Option dialog box appears.

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

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

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

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

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

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

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

If the Create xPRS Package Message dialog box appears, click Continue.Once the packaging process is complete, you can use the package to verify the xPression Server installation.For more information, see the xPression Workgroup Edition Server Installer’s Handbook.

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UpgUpgUpgrrradingadingading YYYourourour SoftwSoftwSoftwararareee 5Upgrading Your Software

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

xPresso for Adobe InDesign on WindowsThe upgrade from version 2.5, 2.5.1, or 3.0 to the current release version can be done in one of two ways. Youcan install over your existing software installation, or you can uninstall and then reinstall.

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

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

For more information, see Installing on Windows.

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

1. Click Start, Settings, Control Panel to open the Control Panel.2. Double-click Add or Remove Programs.3. Click xPresso for Adobe InDesign CS2 or xPresso for Adobe InDesign CS3 (version 3.0 only) and

click Change/Remove. The Uninstall xPresso for Adobe InDesign CS2 (or CS3) program starts.

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

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

6. Make a note of any directories or files that were not removed and click Done.7. (Optional) Browse to a directory listed on the Uninstall Complete page and delete the remaining xPresso

for Adobe InDesign items. Repeat for all the items that were listed on the page.

8. Install the new version. For more information, see Installing on Windows.

xPresso for Adobe InDesign on MacintoshThe upgrade from version 2.5, 2.5.1, or 3.0 to the current release version can be done in one of two ways. Youcan install over your existing software installation, or you can uninstall and then reinstall.

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

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

For more information, see Installing on a Macintosh.

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Chapter 5 — Upgrading Your Software

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

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

2. Double-click Uninstall_xPresso_for_InDesign. The Uninstall xPresso for Adobe InDesign CS2 (orCS3) program appears.

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

4. Click Done.

5. Install the new version. For more information, see Installing on a Macintosh.

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