pdfDocs Desktop 3 - docscorp.net€™S AVAILABLE IN PDFDOCS DESKTOP 3.3 OBJECTIVE INTEGRATION? ... Adobe Acrobat Reader pdfDocs creates PDF documents that are viewable in Adobe Acrobat

pdfDocs Desktop 3.3

Objective Integration

Setup & User Guide Copyright © 2003 - 2012 DocsCorp International Unit Trust

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Objective Integration pdfDocs Desktop 3.3

3

Table of contents

TABLE OF CONTENTS ................................................................................................................ 3

WHAT’S AVAILABLE IN PDFDOCS DESKTOP 3.3 OBJECTIVE INTEGRATION? ............................................. 5

OBJECTIVE INTEGRATION ...................................................................................................................... 5

INSTALLATION AND SYSTEM REQUIREMENTS ................................................................................. 6

INSTALLING PDFDOCS DESKTOP .............................................................................................................. 6

WINTALK ...................................................................................................................................... 6

SYSTEM REQUIREMENTS ...................................................................................................................... 7

pdfDocs Desktop 3 - System Requirements ..................................................................................... 7

SUPPLEMENTARY SOFTWARE REQUIREMENTS ............................................................................................... 8

FILE SERVER SYSTEM REQUIREMENTS - NON-TERMINAL SERVER ENVIRONMENT .......................................................... 9

FILE SERVER REQUIREMENTS - TERMINAL SERVER/CITRIX ENVIRONMENT ................................................................. 9

.NET FRAMEWORK 3.5 ....................................................................................................................... 9

ADOBE ACROBAT READER .................................................................................................................. 10

ENABLING OBJECTIVE INTEGRATION IN PDFDOCS DESKTOP ..............................................................11

HOW TO ADD AND CONFIGURE OBJECTIVE INTEGRATION ................................................................................. 11

Enable Objective Integration ..................................................................................................... 11

OBJECTIVE EXTENDERS ...................................................................................................................... 12

pdfDocs Desktop 3.3 and above ................................................................................................. 12

pdfDocs Desktop 3.2 ................................................................................................................ 12

OBJECTIVE PROTOCOL ....................................................................................................................... 13

pdfDocs Desktop 3.3 and above ................................................................................................. 13

pdfDocs Desktop 3.2 ................................................................................................................ 13

WINTALK_APPLICATION_COMPATIBILITY_POLICY.XML .................................................................................... 14

OBJECTIVE EXTENDERS - WORKFLOWS ........................................................................................15

Load into Project ..................................................................................................................... 15

Save as New Document ............................................................................................................ 15

Save as New Version ................................................................................................................ 15

Email as PDF .......................................................................................................................... 15

SAVE INTO OBJECTIVE .............................................................................................................16

HOW TO SAVE INTO OBJECTIVE ............................................................................................................ 16

Organiser Project - Save Into Objective ........................................................................................ 16

Binder Project - Save Into Objective ............................................................................................ 17


4

IMPORT FROM OBJECTIVE ........................................................................................................18

HOW TO IMPORT FROM OBJECTIVE TO AN ORGANISER PROJECT ........................................................................ 18

HOW TO ADD FROM OBJECTIVE TO A BINDER PROJECT ................................................................................... 19

Add Item ............................................................................................................................... 19

APPENDIX A – TROUBLE SHOOTING ............................................................................................21

PDFDOCS DESKTOP SUPPORT ....................................................................................................22

HOW TO LOG A SUPPORT CALL .............................................................................................................. 22


5

What’s available in pdfDocs Desktop 3.3 Objective Integration?

The following features and enhancements are available in pdfDocs Desktop v3.3.

Objective Integration

Save into Objective

Import from Objective to an Organiser Project

Add item from Objective to a Binder Project

Save documents from Organiser Project or Binder Project to Objective

From Objective

o Load into Project

o Save as New Document

o Save as New Version

o Email as PDF

o Drag n Drop


6

Installation and System Requirements

Installing pdfDocs Desktop

pdfDocs Desktop needs to be installed in order to enable and configure integration with

Objective.

Please refer to the installation guides for pdfDocs Desktop for further information.

pdfDocs Desktop 3 – Installation Instructions

pdfDocs Desktop 3 – Active Directory – Machine Assigned Installation Instructions

pdfDocs Desktop 3 – Active Directory – User Assigned Installation Instructions

pdfDocs Desktop 3 – Terminal Services and Citrix Metaframe Information Guide

WinTalk

Objective WinTalk needs to be installed, and is a requirement for integration between

pdfDocs Desktop and Objective. Please refer to your installation guides for Objective.

http://www.docscorp.net/downloads/InstallUserGuides/pdfDocs/3-2/pdfDocs%20-%20Running%20in%20a%20Term%20Serv%20or%20Citrix%20environment_v3-2.pdf

http://www.docscorp.net/downloads/InstallUserGuides/pdfDocs/3-2/Active%20Directory%20-%20User%20assigned%20-%20pdfDocs%20install%20instructions_v3-2.pdf

http://www.docscorp.net/downloads/InstallUserGuides/pdfDocs/3-2/Active%20Directory%20-%20pdfDocs%20install%20instructions_v3-2.pdf

http://www.docscorp.net/downloads/InstallUserGuides/pdfDocs/3-2/pdfDocs_Installation_instructions_v3-2.pdf


7

System requirements

pdfDocs Desktop 3 - System Requirements

Minimum Client Workstation Specifications Recommended Client Workstation Specifications

Processor 1GHz 1.6GHz or faster

Operating System Microsoft® Windows® XP with SP2 or 3 (32-bit and

64-bit)

Microsoft® Windows® Vista with or without SP1

(32-bit and 64-bit)

Microsoft® Windows® 7 (32-bit and 64-bit)

Microsoft® Windows Server® 2003 with SP2 (32-bit

and 64-bit) running Terminal Services / Citrix

Metaframe

Microsoft® Windows Small Business Server® 2003

with SP1

Microsoft® Windows Server® 2008

Microsoft® Windows® XP with SP2 or 3 (32-bit and 64-bit)

Microsoft® Windows® Vista with or without SP1 (32-bit and

64-bit)

Microsoft® Windows® 7

Microsoft® Windows Server® 2003 with SP2 (32-bit and 64-

bit) running Terminal Services / Citrix Metaframe

Microsoft® Windows Small Business Server® 2003 with SP1

Microsoft® Windows Server® 2008

Memory 512MB 1GB or higher

Hard Disk Approximately 250MB of available hard-disk space

for installation and up to an additional 100MB of

working space for files being converted, depending

on the size of files being converted.

Approximately 250MB of available hard-disk space for

installation and up to an additional 100MB of working

space for files being converted, depending on the size of

files being converted.

Microsoft .NET

Framework

Microsoft .NET Framework 3.5 SP1 Microsoft .NET Framework 3.5 SP1

Microsoft Office

(Optional Integration)

Microsoft® Office® 2010 (32 bit & 64 bit)

Microsoft® Office® 2007

Microsoft® Office® 2003 with SP1

Microsoft® Office® XP with SP2

Microsoft® Office® 2010 (32 bit & 64 bit)

Microsoft® Office® 2007

Microsoft® Office® 2003 with SP2 or higher

Microsoft® Office® XP with SP3 or higher

Email

(Optional Integration)

MAPI compliant email system MAPI compliant email system

(e.g. Microsoft® Outlook or Lotus Notes)

Other Third Party Adobe Reader 6.01

Microsoft® Internet Explorer® 6 SP2

Adobe Reader 9.1 or higher

Microsoft® Internet Explorer® 6 SP2 or higher

* Figures are approximate values based on a range of performance tests. Memory usage may vary for a number

of reasons, such as the number other applications running at the same time or the non-deterministic behavior of

the Microsoft® .NET Framework Garbage Collector. Figures should only be used as a guide and may vary from

one system to another.

^ Figures do not include temporary files or page file disk space which may be required to perform certain

actions.


8

Supplementary software requirements

Software Required version Internet download link

Internet Explorer Microsoft® Internet Explorer® 6 SP2 http://www.Microsoft®.com/windows/ie/downloads/default.

mspx

.NET Framework 3.5 SP1 required .NET Framework 3.5 - Full Redistributable Package

This download contains the entire .NET Framework 3.5 and is a

good option for pushing out the installer to many machines.

http://download.Microsoft®.com/download/6/0/f/60fc5854-

3cb8-4892-b6db-bd4f42510f28/dotnetfx35.exe

.NET Framework 3.5 - Online Installer

This download is a bootstrapped installer for .NET Framework

3.5. It will detect what components are already installed, and

only download what is required for your system. If .NET

Framework 2.0 is already installed, only the 3.0 and 3.5

components will be required to be downloaded.

An internet connection is required for this option.

http://www.Microsoft®.com/downloads/details.aspx?FamilyId

=333325FD-AE52-4E35-B531-508D977D32A6&displaylang=en

Windows Installer

3 To install .NET Framework 3.5, Windows Installer 3 or higher is

required. The .NET Framework 3.5 installation packages will

automatically detect for Windows Installer 3. If you require

Windows Installer 3, the link is provided below.

http://www.Microsoft®.com/downloads/details.aspx?FamilyID

=889482FC-5F56-4A38-B838-DE776FD4138C&displaylang=en

MDAC (generally

already installed)

2.6 or higher http://msdn.Microsoft®.com/data/ref/mdac/downloads/

Adobe Reader 6.01 or higher http://www.adobe.com/products/acrobat/readstep2.html

Microsoft® Office

Compatibility Pack for

Word, Excel &

PowerPoint 2007 File

Formats

2.1 http://www.Microsoft®.com/downloads/details.aspx?FamilyId

=941b3470-3ae9-4aee-8f43-c6bb74cd1466&displaylang=en

http://www.adobe.com/products/acrobat/readstep2.html

http://msdn.microsoft.com/data/ref/mdac/downloads/

http://download.microsoft.com/download/6/0/f/60fc5854-3cb8-4892-b6db-bd4f42510f28/dotnetfx35.exe

http://download.microsoft.com/download/6/0/f/60fc5854-3cb8-4892-b6db-bd4f42510f28/dotnetfx35.exe

http://www.microsoft.com/windows/ie/downloads/default.mspx

http://www.microsoft.com/windows/ie/downloads/default.mspx


9

File server system requirements - non-Terminal Server environment

Under normal systems pdfDocs does not specifically use the file server as it is loaded on each

individual workstation. (The exception is when running under Terminal Server/Citrix – see

next section for information). Only 2 files are stored on the file server. You can use any file

server that can be viewed as a network drive by your Windows workstation. All versions of

Microsoft®, Novell and Linux servers are supported. The server will require about 30 Mb of

disk space to store the pdfDocs installer and the server.ini licensing file. No software actually

runs on the server, so there is no usage of RAM.

File server requirements - Terminal server/Citrix environment

pdfDocs will operate under the following server based systems:

Windows 2003 Terminal Server or Small Business Server

Citrix Metaframe

It will not operate under Windows NT Terminal server. When installing pdfDocs under

terminal server, it should be installed on the server when logged on as Administrator and via

the Add/Remove programs option within Control Panel.

For each logged on user under Terminal Server, 25 Mb of memory is required on the server

for the pdfDocs print monitor to operate. Each user which has the pdfDocs program window

open, they will use an additional 28Mb of RAM on the server.

Therefore, when calculating memory requirements for your server, you should allow 53Mb

RAM per user. For more information on configuring pdfDocs for Terminal Server

environments, consult www.docscorp.com.au.

.NET Framework 3.5

pdfDocs was developed in Microsoft’s Visual Studio (C#/VB .NET) and requires .NET

Framework 3.5 to operate. If your operating system is anything less than Windows XP Service

Pack 1, you may not have the .NET framework already installed.

If you are not sure if you have this installed on your workstation, go to Start Menu Control

Panels Add/Remove Programs and look for the program Microsoft® .NET Framework v 3.5.

Please refer to the section above in relation to the installation of Microsoft® .NET Framework

3.5.

http://www.docscorp.com.au/


10

Adobe Acrobat Reader

pdfDocs creates PDF documents that are viewable in Adobe Acrobat Reader.

You do not need to purchase any Acrobat software to use pdfDocs – you only need the free

‘Reader’ to view PDF documents. Documents that were created by pdfDocs can be modified

using Acrobat v6/v7/v8/v9/v10 professional or standard.

Please note that if you want to prevent people modifying documents created by pdfDocs,

ensure that you have set up security on the PDF document.


11

Enabling Objective Integration in pdfDocs Desktop

How to add and configure Objective Integration

pdfDocs Desktop needs to be installed, in order to enable and configure integration with

Objective. Please ensure pdfDocs Desktop is installed before proceeding.

Enable Objective Integration

From pdfDocs Desktop select Edit > Settings > Integrations > General

This will launch the Integrations Settings window, which provides for the integration

configuration with a document management system.

If Objective uses Single Sign On, only the Server and Port No. needs to be configure.

All options need to be configured if Objective does not use Single Sign On.

Information entered here will be written to the users pdfdocs.ini, further information on this

can be sourced through the admin guides, links for which are provided on page 6.


12

Objective Extenders

pdfDocs Desktop 3.3 and above

Objective Extenders providing for integration to pdfDocs Desktop 3.3 need to be configured

with the following URL’s:

Load into Project - ObjectiveIntegrator:${this.name}/${this.id}/IMPORT

Save as New Document - ObjectiveIntegrator:${this.name}/${this.id}/NEWDOCUMENT

Save as New Version - ObjectiveIntegrator:${this.name}/${this.id}/NEWVERSION

Email as PDF - ObjectiveIntegrator:${this.name}/${this.id}/EMAIL

pdfDocs Desktop 3.2

Objective Extenders providing for integration to pdfDocs Desktop 3.2.x need to be configured

with the following URL’s:

Load into Project - pdfdocs:${this.name}/${this.id}/IMPORT

Save as New Document - pdfdocs:${this.name}/${this.id}/NEWDOCUMENT

Save as New Version - pdfdocs:${this.name}/${this.id}/NEWVERSION

Email as PDF - pdfdocs:${this.name}/${this.id}/EMAIL


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Objective Protocol

pdfDocs Desktop 3.3 and above

The registering of the Objective Protocol is automatic as part of the installation of pdfDocs

Desktop 3.3

pdfDocs Desktop 3.2

With the installation of pdfDocs Desktop 3.2.x, you will need to register on the client the

Objective protocol.

Copy the text below in to a new text file and save your changes.

Rename the text file so that it has a file extension of .reg and save the changes.

Running the .reg file, will register the Objective protocol.

Windows Registry Editor Version 5.00

[HKEY_CLASSES_ROOT\PdfDocs]

"URL Protocol"=""

[HKEY_CLASSES_ROOT\PdfDocs\DefaultIcon]

@="c:\\program files\\pdfDocs\\Resources\\ObjectiveIntegrator.exe"

[HKEY_CLASSES_ROOT\PdfDocs\shell]

[HKEY_CLASSES_ROOT\PdfDocs\shell\open]

[HKEY_CLASSES_ROOT\PdfDocs\shell\open\command]

@="\"c:\\program files\\pdfDocs\\Resources\\ObjectiveIntegrator.exe\" \"%1\""

The install location will need to be edited, for example in cases where pdfDocs Desktop has been installed on a 64bit client, and the install location is: c:\program files (x86)\pdfDocs\Resources\ObjectiveIntegrator.exe


14

wintalk_application_compatibility_policy.xml

The Wintalk_application_compatibility_policy.xml will need to be updated with the following

information:

The location of the xml will be (for example)

C:\Program Files\Objective\Navigator 7\Extensions\WinTalk

Open the xml in an xml or text editor application and add the following information:

<application>

<display_name>pdfDocs</display_name>

<process_name>pdfdocs.exe</process_name>

<compatible>true</compatible>

<release policy="prompted">

<strategy>

<filesystem/>

</strategy>

</release>

</application>

<application>

<display_name>ObjectiveIntegrator</display_name>

<process_name>ObjectiveIntegrator.exe</process_name>

<compatible>true</compatible>

<release policy="prompted">

<strategy>

<filesystem/>

</strategy>

</release>

</application>

Close and save your changes.


15

Objective Extenders - workflows

Once all configuration requirements have been met, users will have a number of options

available to them when working with documents in Objective.

The following workflows are only applicable for single document selection, and will not work

if multiple documents are selected in Objective.

Load into Project

Right click on selected document, select pdfDocs then ‘Load into Project’. The selected

document will be sent to pdfDocs Desktop.

Save as New Document

Right click on selected document, select pdfDocs then ‘Save as New Document’. The selected

document will be converted to PDF, with options to profile the new document back into

Objective.

Save as New Version

Right click on selected document, select pdfDocs then ‘Save as New Version’. The selected

document will be converted to PDF, with options to profile the document back in to Objective

as a new version of the original source document.

Email as PDF

Right click on selected document, select pdfDocs then ‘Email as PDF’. The selected document

will be converted to PDF and added to a newly created email message.


16

Save Into Objective

How to Save Into Objective

Organiser Project - Save Into Objective

The following steps are assuming that Objective has been set as the configured DMS, refer to

page 11 for additional information.

If the ‘Save Into Objective’ icon is used on the toolbar, this will collate all checked documents

that appear in the document list.

If you wish to save a single document, or a collection of documents,

select and highlight the required document(s) then right click and

select Save Into Objective.

The same action is persisted through a right click on a thumbnail(s).

You will be presented with the Save As options window, choose

‘A New Document’ or ‘A new version of existing document’.

Select OK then choose the required location to save.


17

Once a document has been saved in to Objective, the document will need to be released from

an Edit state.

This is due to a limitation within the Objective api.

Binder Project - Save Into Objective

The selection of the Make Binder icon on the toolbar, will present the user with options.

Selecting ‘Single PDF Binder’ will present an additional checkbox ‘Save into Objective’.

Once the Make Binder process is started by selecting OK, upon completion, options to save as

a ‘New Document’ or ‘New version of existing document’ will be preseneted ahead of the

Objective browser window.


18

Import from Objective

How to import from Objective to an Organiser Project

To import a document from Objective, select the Import (Objective) icon on the Desktop

toolbar

The user will be presented with a choice from where the document is to be imported from,

select Objective

Browse through to the relevant location and select the required document from the right

hand pane.

Select Open to import the selected document in to the Organiser Project. The document will

be converted to PDF during the import workflow.


19

How to add from Objective to a Binder Project

A Binder Project is an area into which you can add individual files, providing the ability to

collate PDF and non-PDF documents into a single or multi document Binder Project.

The Binder Project when generated will have a table of contents, with the choice of retaining

the documents in their native format or having them converted to PDF.

For further information on Binder Projects please refer to the pdfDocs Desktop User Guide

available through Help > Help in pdfDocs Desktop.

Add Item

From within a Binder Project, select the Add Item icon on the toolbar

Alternatively, you can right click within the document area, or right click on the tree view, to

be presented with the Add Item options


20

Selecting Objective will connect pdfDocs Desktop to your Objective server, and present you

with an Objective browser window.

Select the required document to import and click Open.

The selected document will be added to the Binder Project, maintaing the document in its

native format.


21

Appendix A – Trouble Shooting

If issues are being experienced with connectivity to the Objective server, then the following

tests can be conducted.

In most cases, any connectivity issues related to pdfDocs may be due to incorrect parameters

entered in to the integration settings window.

By performing simple tests through Internet Explorer, server name and port numbers can be

established.

pdfDocs Desktop integration with Objective utilises WebTalk, which may be configured

differently to the standard port of 443.

Launch Internet Explorer and enter in the following links

1. https://ObjectiveWeb/services/inspect&idObject=1234

Displays document 1234 xml information on the web page.

2. https://ObjectiveWeb:443/xclient/id:1234/document/versions/latest

Prompts to download the document 1234

If in the tests above, prompts for username and password are received, this would indicate an

issue with Objective Single Sign-on (SSO).

If no information is displayed, check the URL entered for correct server name and document

ID.

If the Objective Extenders are not working, ensure that they are configured correctly. Refer to

page 12 for additional information.

You may need to ensure that Objective protocol has been registered in the clients registry.

Refer to page 13 for additional information.

The Wintalk_application_compatibility_policy.xml will need to be updated. Refer to page 14

for additional information.


22

pdfDocs Desktop Support

How to log a support call

We are committed to helping our customers get the most out of their investment in our software. In addition to our reliable products, you can count on our dedicated team of experienced support professionals to provide fast, dependable service for your organization.

Please click here to log a support call.

http://www.docscorp.com/public/support/publicSupportHelpDesk.cfm


23

Copyright © DocsCorp International Unit Trust 2003-2012 – All rights reserved.

pdfDocs is a trademark of DocsCorp International Unit Trust.

This program is licensed to be installed on the number of workstations shown. pdfDocs

cannot be installed simultaneously on any more workstations than that specified, regardless

of the location of those workstations. Each user under Windows Terminal Services, or similar

technology which has pdfDocs available, is deemed a 'workstation' according to this license.

pdfDocs is protected by copyright law and international treaties. Unauthorized reproduction

or distribution of this program, or any portion of it, may result in severe civil and criminal

penalties, and offenders will be prosecuted to the maximum extent possible under law.