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xPresso for Adobe InDesign 2.5.1 Installer’s Handbook

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Page 1: xPresso for Adobe InDesign Installers Handbook · xPresso for Adobe InDesign enables you to use Adobe® InDesign® CS2 to design dynamic, rule-based documents. xPresso for Adobe InDesign

xPresso for Adobe InDesign 2.5.1Installer’s Handbook

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© 2005–2007 by Document Sciences Corporation. All rights reserved. The copyright protection claimed includes all formats of copyrightable material and information governed by current or future statutory or judicial law. This includes, without limitations, any material generated by the software programs that display icons or other screen interfaces. You may not copy or transmit any part of this document in electronic or printed format without the express written permission of Document Sciences Corporation. xPression, CompuSet, and all other Document Sciences Corporation products mentioned in this publication are trademarks of Document Sciences Corporation. For complete copyright information, please see the file Licensing.txt located on your eBook Library CD.Document Sciences Corporation, 5958 Preistly Drive, Carlsbad, CA 92008www.docscience.com

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Table of Contents

Chapter 1. Before You Begin ............................................... 5What is xPresso for Adobe InDesign?........................................................................ 6Software and Hardware Requirements....................................................................... 6Supported Data Types................................................................................................ 7Installation Overview .................................................................................................. 8Obtaining Your xPresso for Adobe InDesign License Key.......................................... 8Existing xPresso Installations ..................................................................................... 9Icons and Revision Bars........................................................................................... 10Solution Support ........................................................................................................ 11

Chapter 2. Installing on Windows ...................................... 13Before You Begin...................................................................................................... 14Performing a Windows Installation ........................................................................... 14Troubleshooting ........................................................................................................ 20

Valid License Being Called Invalid ............................................................... 20

Chapter 3. Installing on a Macintosh .................................. 21Before You Begin...................................................................................................... 22Performing a Macintosh Installation ......................................................................... 22

Chapter 4. Verifying Your Installation ................................. 29Previewing the Document......................................................................................... 30Packaging the Document ......................................................................................... 32

Chapter 5. Documentum Integration .................................. 33xPresso for Adobe InDesign Integration................................................................... 34

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Table of Contents4

Appendix A. Upgrading Your Software ...............................35xPresso for Adobe InDesign Version 2.5 on Windows .............................................. 36

Installing Over the Existing Installation ........................................................ 36Uninstalling the Existing Software ................................................................ 36

xPresso for Adobe InDesign 2.5 on Macintosh......................................................... 37Installing Over the Existing Installation ........................................................ 37Uninstalling the Existing Software ................................................................ 38

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Chapter 1Before You Begin

Welcome to xPresso for Adobe InDesign! This book contains complete instructions for installing and configuring the xPresso for Adobe InDesign.

This chapter contains information you need to know before you begin installing the xPresso for Adobe InDesign software.

This chapter contains the following topics:

• “What is xPresso for Adobe InDesign?” on page 6

• “Software and Hardware Requirements” on page 6

• “Supported Data Types” on page 7

• “Installation Overview” on page 8

• “Obtaining Your xPresso for Adobe InDesign License Key” on page 8

• “Existing xPresso Installations” on page 9

• “Icons and Revision Bars” on page 10

• “Solution Support” on page 11

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What is xPresso for Adobe InDesign?xPresso for Adobe InDesign enables you to use Adobe® InDesign® CS2 to design dynamic, rule-based documents. xPresso for Adobe InDesign is part of the xPression product suite, and is designed to use your existing digital assets to help you quickly design, compose and publish highly targeted and segmented collaterals, catalogs and direct mail. You can also easily create well-designed relationship statements and billing notices that combine transactional data with targeted marketing messages.

The xPresso for Adobe InDesign client works independently of the xPRS Server, but once your document is ready for production, you can deploy the document and its data source on the server to publish it.

Software and Hardware RequirementsxPresso for Adobe InDesign has the following software and hardware requirements for each platform.

Windows:

• Microsoft Windows 2000 or Windows XP (with SP2)

• Intel Pentium III or 4 processor

Figure 1. xPresso for Adobe InDesign is one of the document design components of the xPression product suite.

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• 256MB of RAM (recommended 1GB)

• Adobe InDesign CS2 version 4.0, 4.0.1, or 4.0.2

• Microsoft Internet Explorer version 6.0 or 7.0

• Documentum Desktop or Documentum API version 5.3. Optional for Documentum integration; however, without either of the applications, any referenced Documentum items in the document will appear as gray boxes during the PDF preview process.

Macintosh:

• Mac OS X version 10.2, 10.3, 10.4

• PowerPC G3, G4, or G5 processor

• 256M of RAM (recommended 1GM)

• Adobe InDesign CS2 version 4.0, 4.0.1, or 4.0.2

• Safari version 2.0.4

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

With this release, xPresso for Adobe InDesign supports the following data types:

• String • Boolean (true/false)

• DateTime • Date (format: YYYY-MM-DD)

• Time • Integer

• Double • Float

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Chapter 1 - Before You Begin8

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.

Here are the steps for the overall installation process:

1. Obtain your license keys. For more information, see “Obtaining Your xPresso for Adobe InDesign License Key” on page 8.

2. (Optional) Uninstall any legacy software. For more information, see “Existing xPresso Installations” on page 9.

3. Install the xPresso client software. For more information, see “Installing on Windows” on page 13

4. Verify your installation. For more information, see “Verifying Your Installation” on page 29.

5. Documentum only: Configure xPresso for Adobe InDesign for Documentum integration. For more information, see “Documentum Integration” on page 33.

Obtaining Your xPresso for Adobe InDesign License KeyDocument Sciences Customer Care provides the license key necessary to install and use xPresso for Adobe InDesign. You’ll need a license key for each of your client software installations. You can contact Customer Care in the following ways:

You must have the xPresso for Adobe InDesign license key in order to complete the xPresso for Adobe InDesign installation program. In order for Customer Care to generate your xPresso for Adobe InDesign license, you must first send them the machine code of each computer that will be using the client.

E-mail: [email protected]

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

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To obtain your machine code:

1. Locate the \Client\platform folder on your installation CD, or the directory where you unzipped your downloaded FTP files.

2. Double-click xPressoRegister.exe (Windows), or xPressoRegister (Macintosh). The Machine Code Generator appears, and displays your machine code.

3. Send the machine code to [email protected].

4. Close the Machine Code Generator window.

Once Customer Care receives your request for a license key with your machine code, they will generate your license key and send it in a reply e-mail.

Existing xPresso InstallationsIf you have a previous release of xPresso for Adobe InDesign installed on the same computer that you are going to install this new release, you can either install over your existing release, or uninstall it first.

Figure 2. The xPresso Machine Code Generator retrieves and displays the machine code of the computer you run it on. This code is required for xPresso licensing.

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If you install without 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 the installation and uninstall your existing installation first. For specific instructions on uninstalling your software version and platform, see “Upgrading Your Software” on page 35.

Icons and Revision BarsWhen one of the following icons appears in the left margin of a page, it alerts you to special information.

Caution: The warning cautions you that a fatal error, unsatisfactory output, or loss of data may occur if you do not follow directions carefully.

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

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

Other icons appear to identify a process or button described in the text.

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

Figure 3. This confirmation dialog appears during the installation process.

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

Telephone (760) 602-1500

Fax (760) 602-1515

World Wide Web http://support.docscience.com

E-mail [email protected]

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Chapter 2

Installing 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 CS2 installed on the computer before you install xPresso for Adobe InDesign. This chapter covers installing on a Windows platform.

Note: xPresso for Adobe InDesign version 2.0 and later doesn’t support InDesign CS.

This chapter includes these topics:

• “Before You Begin” on page 14

• “Performing a Windows Installation” on page 14

• “Troubleshooting” on page 20

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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 “Obtaining Your xPresso for Adobe InDesign License Key” on page 8.

• (Optional) Uninstalled any previously-installed version of xPresso. For more information, see “Existing xPresso Installations” on page 9.

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

Performing a Windows InstallationThe xPresso for Adobe InDesign Windows installation is a series of easy-to-follow wizard screens. Locate your installation CD, then follow these steps:

1. Insert the installation CD in your CD drive, or locate your downloaded files. In the \Client\Windows directory, locate and double click xPresso_for_InDesignCS2_Install_Windows.exe.

Figure 4. The xPresso for Adobe InDesign installation Introduction page provides some basic information about the installation process.

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2. Click Next. The Adobe InDesign CS2 Installation Folder page appears.

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

Figure 5. You’ll need to tell the installer where your InDesign software is installed.

Figure 6. This page identifies the person that will be using the software.

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Chapter 2 - Installing on Windows16

4. Type the name of your company and name of the person who will be using this software on this computer. Click Next. The License Key page appears.

5. Enter the license key provided to you by Customer Care. If you don’t have your license key, see “Obtaining Your xPresso for Adobe InDesign License Key” on page 8. Click Next. The Sun Microsystems License Agreement page appears.

Figure 7. You must enter a valid license key, supplied to you by Document Sciences Customer Care, to continue with the installation.

Figure 8. The first License Agreement page that appears requires you to accept the Sun Microsystems license agreement to continue with the installation.

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

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

Figure 9. The second license agreement page requires that you accept the Multivalent Software license agreement to continue with the installation.

Figure 10. The third license agreement page requires that you accept the iText Software license agreement to continue with the installation.

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Chapter 2 - Installing on Windows18

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

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

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

Figure 11. Specify the location where you want to store images that you’ll insert into documents using a relative path. Any image inserted using a relative path must reside in the directory you specify here.

Figure 12. This page displays important information that should be reviewed before continuing with the installation.

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

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

12. Click Done to complete your xPresso for Adobe InDesign installation.

Now that you have installed xPresso for Adobe InDesign, you should perform an end-to-end verification test to ensure that your installation is configured and working correctly. For more information, see “Verifying Your Installation” on page 29.

Figure 13. The Installing xPresso for Adobe InDesign progress page shows what the installation program is doing, and how far along it is in the process.

Figure 14. The Install Complete page informs you that your installation completed successfully. If the installation program encountered any problems, they would be noted here.

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Chapter 2 - Installing on Windows20

TroubleshootingIf you encounter an issue during the installation of the xPresso for Adobe InDesign client, information in this section 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 for Adobe 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 be caused 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 click the CTRL key continually during the installation process and watch the messages that appear. If you see a message stating that running "forinstall.exe" failed with an error number of 2, the temp folder issue may be causing your problem.

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Chapter 3

Installing 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 CS2 installed on the computer before you install xPresso for Adobe InDesign. This chapter covers installing on a Macintosh platform.

Note: xPresso for Adobe InDesign version 2.0 and later doesn’t support InDesign CS.

This chapter includes these topics:

• “Before You Begin” on page 22

• “Performing a Macintosh Installation” on page 22

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Chapter 3 - Installing on a Macintosh22

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 “Obtaining Your xPresso for Adobe InDesign License Key” on page 8.

• (Optional) Uninstalled any previously-installed version of xPresso. For more information, see “Existing xPresso Installations” on page 9.

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

Performing a Macintosh InstallationThe xPresso for Adobe InDesign Macintosh installation is a series of easy-to-follow wizard screens. Locate your installation CD, or the directory where you unzipped your downloaded files, then follow these steps:

Note: You must have your xPresso for Adobe InDesign license key before you can complete this process. For more information, see “Obtaining Your xPresso for Adobe InDesign License Key” on page 8.

1. Insert the installation CD in your CD drive, and navigate to the \Client\Macintosh directory, or locate your downloaded files. Double-click xPresso_for_InDesignCS2_Install_Mac.

Figure 15. The xPresso for Adobe InDesign installation Introduction page provides some basic information about the installation process.

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Click Next. The Adobe InDesign CS2 Installation Folder page appears.

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

Figure 16. You’ll need to tell the installer where your InDesign software is installed.

Figure 17. This page identifies the person that will be using the software.

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Chapter 3 - Installing on a Macintosh24

3. Type the name of your company and name of the person who will be using this software on this computer. Click Next. The License Key page appears.

4. Enter the license key provided to you by Customer Care. If you don’t have your license key, see “Obtaining Your xPresso for Adobe InDesign License Key” on page 8. Click Next. The Sun Microsystems License Agreement page appears.

Figure 18. You must enter a valid license key, supplied to you by Document Sciences Customer Care, to continue with the installation.

Figure 19. The first License Agreement page that appears requires you to accept the Sun Microsystems license agreement to continue with the installation.

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5. Click I accept the terms of the License Agreement to continue with the installation. Click Next. The Multivalent Software License Agreement page appears.

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

Figure 20. The second license agreement page requires that you accept the Multivalent Software license agreement to continue with the installation.

Figure 21. The third license agreement page requires that you accept the iText Software license agreement to continue with the installation.

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Chapter 3 - Installing on a Macintosh26

7. Click I accept the terms of the License Agreement to continue with the installation. Click Next. The Image Storage Folder page appears.

8. Click Choose to browse to and select the directory where you’ll store any images that may be inserted into a document using a relative path. Or you can leave the default path. Click Next. The Pre-Installation Summary page appears.

Figure 22. Specify the location where you want to store images that you’ll insert into documents using a relative path. Any image inserted using a relative path must reside in the directory you specify here.

Figure 23. This page displays important information that should be reviewed before continuing with the installation.

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

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

10. Click Done to complete your xPresso for Adobe InDesign installation.

Now that you have installed xPresso for Adobe InDesign and the xPRS Server, you should perform an end-to-end verification test to ensure that your installation is configured and working correctly. For more information, see “Verifying Your Installation” on page 29.

Figure 24. The Installing xPresso for Adobe InDesign progress page shows what the installation program is doing, and how far along it is in the process.

Figure 25. The Install Complete page informs you that your installation completed successfully. If the installation program encountered any problems, they would be noted here.

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Chapter 4

Verifying Your Installation

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

This chapter includes these topics:

• “Previewing the Document” on page 30

• “Packaging the Document” on page 32

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

To preview your test document:

1. Start Adobe InDesign CS2.

2. Open Postcard Solution.indd, located in the following directory:

[InDesign install directory]\xPressoHelp\Tutorial\Postcard

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

Figure 26. If xPresso is installed correctly, these components should be available in the interface:

xPresso menu

xPresso

Schematic

Data Schema

palette

xPresso

Preflight palette

Variable

Definition palette

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3. Verify that the following components are available in the interface (as shown in Figure 26 on page 30):

– The xPresso menu

– The xPresso Schematic (if it’s not visible, click the InDesign Show Structure button)

– The Data Schema palette (if it’s not visible, select Data Schema from the InDesign Windows menu)

– The xPresso Preflight palette (If it’s not visible, select xPresso Preflight from the InDesign Windows menu)

– The Variable Definition palette (If it’s not visible, select Variable Definition from the InDesign Windows menu)

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

5. Select the prospects_10.xml file from the following directory:

[InDesign install directory]\xPressoHelp\Tutorial\Postcard\Data

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 on this 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 Adobe Reader window.

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

Figure 27. You can specify export options when creating your PDF preview.

Figure 28. The Preview PDF dialog box shows the progress of the operation.

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Chapter 4 - Verifying Your Installation32

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

1. Click Create xPRS Package on the xPresso menu.

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

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

Once the packaging process is complete, you can use the package to verify the xPRS Server installation. For more information, see the xPRS Server Installer’s Handbook.

Figure 29. You can specify export options when creating your PDF preview.

Figure 30. The Create xPRS Package dialog box shows the progress of the operation.

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Chapter 5Documentum Integration

xPresso for Adobe InDesign enables you to integrate with your existing Documentum system. You can open documents stored in Documentum, save documents into Documentum, and place images or PDFs from Documentum into your document. Before you can use all these features, however, you must configure your environment for Documentum integration.

The steps in this chapter should be completed after you have installed and tested your complete xPresso for Adobe InDesign installation.

This chapter includes these topics:

• “xPresso for Adobe InDesign Integration” on page 34

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Chapter 5 - Documentum Integration34

xPresso for Adobe InDesign IntegrationTo work with Documentum through xPresso for Adobe InDesign, most of the setup is done on the client computer. For more information, see the xPresso for Adobe InDesign User Guide.

You are not required to install any Documentum software on your xPresso for Adobe InDesign client computer; however, if you don’t, you will not be able to PDF preview any images or PDFs included by reference in your documents. The images or PDFs will appear as gray boxes in the PDF preview. To ensure that you can view all of your Documentum content in xPresso for Adobe InDesign, you must install the Documentum Desktop software.

To configure xPresso for Adobe InDesign for Documentum integration:

1. Install the Documentum Desktop client software. During the installation, note the location of the configuration folder - you’ll need this information later. Also, ensure that you enter the correct Documentum broker server name.

If the Desktop software is already installed on your computer, find the location of the configuration folder.

2. Navigate to the configuration folder. The default location is [Documentum Install Drive]:\Documentum\Config.

3. Copy the dfc.properties file located in the \Config folder.

4. Navigate to the [InDesign CS2 Install Directory]\xPresso\conf directory.

5. Paste the dfc.properties file into the \conf directory.

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Appendix AUpgrading Your Software

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

.This chapter contains the following topics:

• “xPresso for Adobe InDesign Version 2.5 on Windows” on page 36

• “xPresso for Adobe InDesign 2.5 on Macintosh” on page 37

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xPresso for Adobe InDesign Version 2.5 on WindowsThe upgrade from version 2.5 to the current release version can be done in one of two ways. You can 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 your existing install.

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

For more information, see “Installing on Windows” on page 13.

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 and click Change/Remove. The Uninstall xPresso for Adobe InDesign CS2 program starts.

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

Figure 31. This confirmation dialog appears during the installation process.

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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” on page 13.

xPresso for Adobe InDesign 2.5 on MacintoshThe upgrade from version 2.5 to the current release version can be done in one of two ways. You can 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 your existing install.

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

For more information, see “Installing on a Macintosh” on page 21.

Figure 32. The Uninstall Complete page informs you that the uninstall process completed successfully. Any items that the program was unable to uninstall are listed here.

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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 program appears.

3. Click Uninstall. The uninstall program begins to remove the components and displays a progress page as 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” on page 21.

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