SDL XPP Installation and Upgrade Guide for Windows

for use with SDL XPP 8.4 updated February 2012 Notice © SDL plc 2010, 2011, 2012. All rights reserved. Printed in U.S.A. SDL plc has prepared this document for use by its personnel, licensees, and customers. The information contained herein is the property of SDL and shall not, in whole or in part, be reproduced, translated, or converted to any electronic or machine-readable form without prior written approval from SDL. Printed copies are also covered by this notice and subject to any applicable confidentiality agreements. The information contained in this document does not constitute a warranty of performance. Further, SDL reserves the right to revise this document and to make changes from time to time in the content thereof. SDL assumes no liability for losses incurred as a result of out-of-date or incorrect information contained in this document.

Trademark Notice See the Trademark Notice PDF file on your SDL product documentation CD-ROM for trademark information.

U.S. Government Restricted Rights Legend Use, duplication or disclosure by the government is subject to restrictions as set forth in subparagraph ()(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013 or other similar regulations of other governmental agencies, which designate software and documentation as proprietary. Contractor or manufacturer is SDL plc, 101 Edgewater Drive, Wakefield, MA 01880-1296.

ii SDL XPP Installation and Upgrade Guide for Windows Contents

Chapter 1 Licensing About Licensing ...... 1-1 About Failover Servers ...... 1-2 Multiprocessor Reporting Tool ...... 1-2 Obtaining a License ...... 1-2

Chapter 2 Third-Party Software and SDL XPP Third-Party Software Modules Required When Upgrading SDL XPP . . . . 2-1 MKS X/Server ...... 2-1 MKS X/Server and ...... 2-1 MKS X/Server Updates ...... 2-1 Microsoft Updates ...... 2-2 MKS X/Server and SDL XPP ...... 2-2 MKS X/Server and SDL Contenta ...... 2-2 MKS X/Server and XVision X/Server ...... 2-2 Installing in a Networked Environment ...... 2-3 Using an NTFS File System or Active Directory ...... 2-3

Chapter 3 Installing SDL XPP Installing SDL XPP Server ...... 3-1 Installing XPP Client ...... 3-4

Chapter 4 Upgrading SDL XPP About Upgrading from SDL XPP 7.3 or earlier ...... 4-1 Upgrading XPP Servers ...... 4-2 Upgrading XPP Clients ...... 4-4

SDL XPP Installation and Upgrade Guide for Windows Contents iii Upgrading the XCS Spec ...... 4-6 Completing an Upgrade of XPP ...... 4-7 Converting Data ...... 4-8

Chapter 5 Post-Installation Configuration Configuring MKS X/Server ...... 5-1 Installing Hot Fix CFS #31339 ...... 5-1 Configuring MKS X/Server for SDL XPP Use ...... 5-1 Activating Your X Server ...... 5-3 Configuring MKS X/Server for an International Keyboard ...... 5-3 Updating X Servers for Cut, Copy, and Paste ...... 5-3 MKS X/Server ...... 5-4 Exceed ...... 5-4 Other X Servers ...... 5-4 Configuring Document Paths in UNC Format ...... 5-4 Setting Up Auto-processing and Background-processing Services ...... 5-5 Upgrading XYwyg and Sdedit files ...... 5-6

Appendix A Establishing Secure Access (Optional) XPP & Security ...... A-1 Environment Assumptions & Recommendations ...... A-1 System Configuration ...... A-2 Pre-Installation Configuration ...... A-2 Post-Installation Configuration ...... A-2 XPP Application Permissions: The Special Domain Groups ...... A-3 Application Permissions Groups & Multiple Domains ...... A-3 Source of Access ...... A-3 Share Permissions ...... A-4

Appendix B Troubleshooting Troubleshooting ...... B-1 MKS X/Server Creates Excessive Network Traffic ...... B-3 Bringing Forms to the Foreground ...... B-3

iv Contents SDL XPP Installation and Upgrade Guide for Windows Chapter 1 Licensing

About Licensing

You must install a new license file on your server or stand-alone system if you are doing one of the following: • Installing SDL XPP for the first time • Upgrading from a version of SDL XPP prior to 8.3 • Installing a new XPP software option (CITI, for example) • Installing a license server and failover license server You can complete the installation without the license file, but it is recommended that you obtain and save the license file on the designated server or servers before installing XPP. You cannot open or compose a division until you install the license file. Only one active license file is permitted in the folder. The License Manager will recognize any license file, whether it is active or not. Therefore, if you are replacing an existing license file with a new one, you should back up the old .lic file and rename it (possibly with a .bak file extension). Then install the new license file as is and run rlmreread.exe against it. Releases prior to XPP 8.3 used FlexLM as the license manager. Releases of XPP 8.3 and later use the Reprise license manager. If FlexLM is required by applications other than XPP, it can coexist in the same environment as the new Reprise licensing program. However, if FlexLM is not required, it should be removed from the server. Installing the Reprise License Manager for XPP does not automatically remove the old FlexLM Manager. Note:When installing the Reprise License Manager, you may encounter the error message “Installer User Interface Mode Not Supported” and the Reprise installation will fail. This may be due to your admin login user name containing special characters (for example, “!”). Note:When attempting to run XPP, you may encounter the error message “Bad server hostname in license file or port@host” and the XPP application will fail. This may be due to either an incorrect hostname in the license file, or if an

SDL XPP Installation and Upgrade Guide for Windows Licensing 1-1 Obtaining a License

sdlxysoft_LICENSE environment variable exists, an incorrectly entered hostname in this environment variable.

About Failover Servers A failover license is a separate license installed on a separate server. A copy of the original license is also placed on the failover server. The failover server monitors the primary server and in the case of system failure, reads its local copy of the primary server’s license file and seamlessly continues to allow and disallow privileges for XPP features on XPP clients.

Multiprocessor Reporting Tool SDL XPP includes a multiprocessor reporting tool that records the number of CPUs available on the licensed server. This tool is an independent diagnostic tool that monitors the calls to the on the machine on which you are running the tool. The reporting tool helps you monitor compliance of your use of CPUs with the system agreement you have with SDL. The reporting tool does not send a report to SDL. However, SDL may periodically request a report from you. The reporting tool runs automatically and you can also run it manually. The reporting tool runs automatically as part of the installation process for SDL XPP. The installation program generates a message indicating that the tool has run and displays the report in the install wizard. You can also run the tool manually at any time by using the following procedure. 1. Do one of the following: • In XPP PathFinder, click Tools > More Tools > cpureport.pl • At a command prompt, type %XYV_EXECS%\procs\site\cpureport.pl The report is a printable ASCII log file, written to %XYV_EXECS%\sys\config\cpu.log. Obtaining a License

To obtain a license file, contact SDL Technical Services and request the license file. You will be asked to provide information about your site and XPP server: • Site code Your site code is listed in the implementation package under contact information for your company. The site code also appears as your Customer Number on SDL or XyEnterprise invoices and in existing license files. • Host name of the designated server To determine the host name of the designated server: a. Right-click the My Computer icon on your desktop, then click Properties.

1-2 Licensing SDL XPP Installation and Upgrade Guide for Windows Obtaining a License

b. Click the Computer Name tab. The host name is displayed as the ‘Full computer name.’ • Host ID (MAC Address) of the designated server To determine the Host ID of the designated server: a. Open a command prompt. b. Type ipconfig /all. The host ID is the value listed for Physical Address under Ethernet adapter Local Area Connection in the following format: 00-00-00-00-00-00. If you have multiple Ethernet connections, use the physical address for the first Ethernet connection in the list. c. Alternately, you can install SDL XPP first, then obtain the host ID from the Reprise License Manager folder by issuing the following command at a command prompt: LicenseManagerInstallDir\rlmhostid.exe /q where LicenseManagerInstallDir is the folder where you installed the Reprise License Manager. For example: “C:\Program Files\XyEnterprise\SDL_License\rlmhostid.exe” /q Once your request has been received, SDL should email the license file to you within 24 hours. 1. When you receive the license file, do one of the following: • If you have not yet installed SDL XPP, save the file attachment as-is (do not rename it) to any folder on the server. • If you have already installed SDL XPP, save the file attachment as-is (do not rename it) to the license manager folder, for example, C:\Program Files\XyEnterprise\SDL_License The license file name is customer_number.lic. The license manager requires license files to use the .lic file extension. Only one active license file is permitted in this folder. If you are replacing an existing license file with a new one, back up the old .lic file and rename it (possibly with a .bak file extension). Then copy the new license file into this folder. 2. At that point, you can do one of the following: • If you have not yet installed SDL XPP, proceed with installation. When prompted for a license file during installation, navigate to the folder where you saved the file attachment and select it. • If you have already installed SDL XPP, navigate to the license manager folder, and then double-click rlmreread.exe.

SDL XPP Installation and Upgrade Guide for Windows Licensing 1-3 Obtaining a License

1-4 Licensing SDL XPP Installation and Upgrade Guide for Windows Chapter 2 Third-Party Software and SDL XPP

Third-Party Software Modules Required When Upgrading SDL XPP

This section describes what third-party software versions must be installed when you are upgrading from older versions of SDL XPP. In this version of XPP, these third-party and SDL software versions must be installed: • MKS Toolkit 9.4 • MKS X/Server 8.5p2 Note:There is a compatibility issue between some versions of Microsoft Windows and MKS X/Server 8.5p2. For details, see MKS X/Server. • Perl 5.10 • Extra Perl Modules • SDL License Manager 8.0 The installation steps for specifying these third-party software installation options are described in the Installing SDL XPP and Upgrading SDL XPP chapters. MKS X/Server

MKS X/Server and Microsoft Windows On April 14th, 2011, Microsoft released Windows Update #kb2506212 that prevented the third-party MKS X/Server from working properly.

MKS X/Server Updates SDL distributed a software update release bulletin that provided a procedure for updating the MKS X/Server to 8.5p2, with manual instructions for upgrading and manually patching the MKS X/Server program.

SDL XPP Installation and Upgrade Guide for Windows Third-Party Software and SDL XPP 2-1 MKS X/Server

Microsoft Updates Microsoft has since followed up Windows update #kb2506212 with a hotfix (#2584577) that addresses this problem: http://support.microsoft.com/kb/2584577 This hotfix is not part of Windows Update, but is available to customers as a standalone patch until it can be included in the next Windows Update or Service Pack. As of January 2012, this had not occurred, so you still must apply this hotfix. To apply this hotfix, you must be running one of the following operating systems: • Windows XP Service Pack 3 (SP3) • Windows Server 2003 Service Pack 2 (SP2) • Windows Vista Service Pack 2 (SP2) • Windows Server 2008 Service Pack 2 (SP2) • Windows 7 • Windows 7 Service Pack 1 (SP1) • Windows Server 2008 R2 • Windows Server 2008 R2 Service Pack 1 (SP1) If the MKS X/Server is newly installed, follow the Microsoft directions based on your platform to fix the problem with the MKS X/Server.

MKS X/Server and SDL XPP MKS X/Server and SDL XPP have some multi-window mouse incompatibility issues that are resolved by MKS hot fix CFS #31339. This hot fix is available on the SDL XPP installation CD-ROM. You will install it manually during the SDL XPP installation or upgrade process.

MKS X/Server and SDL Contenta If you have SDL Contenta 4.2 and SDL XPP installed on the same computer, MKS X/ Server (delivered with XPP) and Xming (delivered with Contenta) can coexist, but depending on which is started first, the DISPLAY must be set accordingly. If MKS X/Server was started first, Xming must be started manually, specifying a different DISPLAY number. In this case, ensure that the X0.host file is copied to X.host. For more information, see the SDL Contenta documentation.

MKS X/Server and XVision X/Server If you have an old XVision X/Server on your system, you must remove it before installing MKS X/Server; otherwise, you will not be able to successfully install the MKS X/Server.

2-2 Third-Party Software and SDL XPP SDL XPP Installation and Upgrade Guide for Windows Installing in a Networked Environment

Installing in a Networked Environment

Installing SDL XPP in a networked environment may require that you configure secure access for the application. For details, see Appendix A, ”Establishing Secure Access (Optional)” before you begin the installation to complete the preliminary configuration steps. Using an NTFS File System or Active Directory

If you are using either an NTFS file system or Microsoft Windows Active Directory, you must configure all file systems on drives hosting SDL XPP software and data before installing XPP.

SDL XPP Installation and Upgrade Guide for Windows Third-Party Software and SDL XPP 2-3 Using an NTFS File System or Active Directory

2-4 Third-Party Software and SDL XPP SDL XPP Installation and Upgrade Guide for Windows Chapter 3 Installing SDL XPP

Before you proceed with these instructions, review these documents: • SDL XPP Release Notes: This document contains late-breaking product information that might impact the SDL XPP installation instructions in this manual. • SDL XPP Platform Requirements: This information is available on the SDL XPP Customer Portal. Note:The SDL XPP Release Notes are available as a PDF document on the SDL XPP Documentation CD. Check the SDL XPP Customer Portal for the latest updates to all SDL XPP documents. These instructions assume that you are familiar with the interactions between SDL XPP and other SDL and third-party products, as described in Chapter 2, Third-Party Software and SDL XPP on page 2-1. These instructions apply to installing XPP only on server and client computers that do not have an existing XPP installation in place. If XPP is already installed on your server or client computer, see ”Upgrading SDL XPP” on page 4-1 instead. Installing SDL XPP Server

To install XPP server: 1. Obtain a license file and place it in the folder specified in ”Obtaining a License” on page 1-2. 2. Log in as a local administrator. 3. On the installation CD-ROM, double-click setup.exe. 4. In the Welcome panel, click Next. 5. In the License Agreement panel, read the Agreement, then click Yes. 6. In the Introduction panel, click Next. 7. In the Setup Type panel, click Server, then click Next.

SDL XPP Installation and Upgrade Guide for Windows Installing SDL XPP 3-1 Installing SDL XPP Server

8. In the Choose Third-Party Software panel, select all third-party products and click Next. If Reprise License Manager has been installed already for other SDL products, SDL XPP will not reinstall it. 9. In the Choose Language panel, click the language in which you want SDL XPP messages to display, then click Next. Note: If you move some files, for example XyChange files, from a system that has one language to a system that has another language, the messages will be in the language of the original system. 10. In the dialog box about upgrading the XCS spec, click Yes. Because this is a new installation, this information does not pertain. 11. In the Choose Install Folder panel, specify where to create the xz folder, then click Next. xz contains subdirectories of SDL XPP executable programs and configuration files. It is strongly recommended that you install xz and sd_liz to the same folder. These folder names are case-sensitive. Use only lower-case letters for xz, sd_liz, and std_jobz. If you type a path name, you must include the disk volume. If the folder you specify does not exist, the installation program creates it. 12. In the Choose Style Files Folder panel, specify where to create the sd_liz folder, then click Next. sd_liz contains the style files and libraries. It is strongly recommended that you install xz and sd_liz to the same folder. These folder names are case-sensitive. Use only lower-case letters for xz, sd_liz, and std_jobz. 13. In the Start Copying Files panel, review your settings, then click Next to begin installing. 14. If you chose to install ActivePerl, do the following: a. Click OK in the Windows Installer dialog to begin the ActivePerl installa- tion. b. In the ActivePerl Setup panel, click Next. c. In the End-User License Agreement panel, click I accept the terms in the License Agreement, then click Next. d. In the Custom Setup panel, click Next to install all Perl options. It is recommended that you install to :\Perl, for example, C:\Perl. e. In the Choose Setup Options panel, check Add Perl to the PATH environ- ment variable and Create Perl file extension association, uncheck the other checkboxes, then click Next. f. In the Ready to Install panel, click Install to install ActivePerl. g. After the install has completed, you can view the ActivePerl release notes.

3-2 Installing SDL XPP SDL XPP Installation and Upgrade Guide for Windows Installing SDL XPP Server

h. Click Finish. The DOS window displays the status of the extra Perl modules installation. By default, the release notes display. i. After the modules are installed, at the prompt, press any key in the DOS window to end the Perl module installation and continue. 15. To install MKS Toolkit and MKS X/Server, do the following for both products: a. In the Choose Destination Location panel, select the folder in which to install the product, then click Next. b. When the program has finished installing, click OK. If it appears that the installation is hung, look for a minimized dialog and then click OK in that dialog. 16. In the Do you have a license file to install? dialog, click Yes. 17. Enter the license file path name (see ”Obtaining a License” on page 1-2), then click Next. 18. In the Multiprocessor Check window, click Next. 19. If prompted to restart, click Yes, I want to restart my computer now. 20. Click Finish. 21. Install the current SDL XPP Service Pack (previously called Patch Set). SDL XPP Service Packs are delivered separately and have their own Service Pack Release Notes and installation manual. 22. Define a home directory for each XPP user. SDL XPP uses this location to store and retrieve the files created by the save and restore functions in XyView. Typically, this is the value of the %homepath% environment variable. 23. Share the XyEnterprise folder you defined for XPP (for example, C:\XyEnterprise\xpp) so this path can be accessed by XPP clients. All SDL XPP users must have both read and write access to the shared XyEnterprise XPP folder. 24. If you are setting up secure access to SDL XPP, see Appendix A, ”Establishing Secure Access (Optional)” for post-installation steps. 25. Optionally, copy the documentation from the SDL XPP Documentation CD- ROM to XPP_home\documentation\manuals. This makes the PDFs available through XPP PathFinder. 26. Complete the post-installation configuration. See “Post-Installation Configuration” on page 5-1.

SDL XPP Installation and Upgrade Guide for Windows Installing SDL XPP 3-3 Installing XPP Client

Installing XPP Client

To install XPP client: 1. Log in as a local administrator. 2. On the installation CD-ROM, double-click setup.exe. 3. In the Welcome panel, click Next. 4. In the License Agreement panel, read the software License Agreement, then click Yes. 5. In the Introduction panel, click Next. 6. In the Setup Type panel, click Client Setup, then click Next. 7. In the Choose Third-Party Software panel, select all third-party products and then click Next. If Reprise License Manager has been installed already for other SDL products, SDL XPP will not reinstall it. 8. In the Enter Text panel, enter the XPP server name or IP address to which this client will connect, then click Next. 9. In the Choose Install Folder panel, specify the UNC path (for example, \\servername\pathname) to the server location that contains the xz folder, then click Next. 10. In the Choose Style Files Folder panel, specify the UNC path (for example, \\servername\pathname) to the server location that contains the sd_liz folder, then click Next. 11. In the Start Copying Files panel, review your settings, then click Next to begin installing. 12. If you chose to install ActivePerl, do the following: a. In the ActivePerl Setup panel, click Next. b. In the End-User License Agreement panel, click I accept the terms in the License Agreement, then click Next. c. In the Custom Setup panel, click Next to install all Perl options. It is recommended that you install to :\Perl, for example, C:\Perl. d. In the Choose Setup Options panel, check Add Perl to the PATH environ- ment variable and Create Perl file extension association, then click Next. e. In the Ready to Install panel, click Install to install ActivePerl. f. Click Finish. The DOS window displays the status of the extra Perl modules installation. g. Press any key in the DOS window to end the Perl module installation and continue. 13. To install MKS Toolkit and MKS X/Server, do the following for both products:

3-4 Installing SDL XPP SDL XPP Installation and Upgrade Guide for Windows Installing XPP Client

a. In the Choose Destination Location panel, select the folder in which to install the product, then click Next. b. When the program has finished installing, click OK. If it appears that the installation is hung, look for a minimized dialog and then click OK in that dialog. 14. Click Yes, I want to restart my computer now, then click Finish. 15. Complete the post-installation configuration. See “Post-Installation Configuration” on page 5-1.

SDL XPP Installation and Upgrade Guide for Windows Installing SDL XPP 3-5 Installing XPP Client

3-6 Installing SDL XPP SDL XPP Installation and Upgrade Guide for Windows Chapter 4 Upgrading SDL XPP

Before you proceed with these instructions, review these documents: • SDL XPP Release Notes: This document contains late-breaking product information that might impact the SDL XPP installation instructions in this manual. • SDL XPP Platform Requirements: This information is available on the SDL XPP Customer Portal. Note:The SDL XPP Release Notes are available as a PDF document on the SDL XPP Documentation CD. Check the SDL XPP Customer Portal for the latest updates to all SDL XPP documents. When upgrading XPP from any release other than XPP 8.3, you must also obtain and read any Release Notes and the latest Service Pack Release Notes (previously called Patch Set Release Notes) for all of the skipped XPP releases. Those release notes contain information on other changes made in XPP in those releases. These instructions assume that you are familiar with the interactions between XPP and other SDL and third-party products, as described in Chapter 2, Third-Party Software and SDL XPP on page 2-1. These instructions apply to installing XPP only on server and client computers that have an existing XPP installation in place. If XPP is not already installed on your server or client computer, see ”Installing SDL XPP” on page 3-1 instead. About Upgrading from SDL XPP 7.3 or earlier

Before you upgrade from SDL XPP 7.3 or earlier, you must understand the XCS Spec with regard to Unicode values, what effect it has on the conversion of data to 8.x, and what steps you must take to ensure that your data is properly converted. If you do not understand these procedures completely, do not proceed with the upgrade.

Do not open any XPP data, or run any conversion programs (such as cnv_tree) until you have updated the XCS Spec with Unicode values.

SDL XPP Installation and Upgrade Guide for Windows Upgrading SDL XPP 4-1 Upgrading XPP Servers

To help you with resolving your XCS Spec, during upgrade planning, have SDL evaluate your current XCS Spec at no charge. Contact [email protected]. See Upgrading the XCS Spec on page 4-6 for more information Upgrading XPP Servers

Perform this procedure on XPP servers. To upgrade XPP clients, see ”Upgrading XPP Clients” on page 4-4. 1. Obtain and install a new license file. See ”Obtaining a License” on page 1-2 2. If you are upgrading from a version of SDL XPP prior to 8.2, uninstall ActivePerl and XVision X Server. If you are upgrading from SDL XPP 8.2, you do not have to uninstall any third- party software. 3. Log in as a local administrator. 4. On the installation CD-ROM, double-click setup.exe. 5. In the Welcome panel, click Next. 6. In the License Agreement panel, read the software License Agreement, then click Yes. 7. In the Introduction panel, click Next. 8. In the Setup Type panel, click Server, then click Next. 9. In the Choose Third-Party Software panel, do one of the following: • If you are upgrading from a version of XPP prior to 8.2, select all third-party products, then click Next. • If you are upgrading from XPP 8.2, select all third-party products except Perl, then click Next. When upgrading from XPP 8.2, you must select Extra Perl Modules (even though you are not selecting the Perl module itself). • If you are upgrading from XPP 8.3, deselect all the third-party products except MKS X/Server and Extra Perl Modules, then click Next. If you have already installed MKS X/Server 8.5p2 to address the problem with Microsoft Windows Update #kb2506212, you are not required to re-install that module while installing XPP. For details, see ”MKS X/Server” on page 2-1. If you are upgrading Perl, first make a note of any extra modules you have installed into the site library and be prepared to reinstall these modules after installing XPP. If Reprise License Manager has been installed already for another SDL product, SDL XPP will not reinstall it.

4-2 Upgrading SDL XPP SDL XPP Installation and Upgrade Guide for Windows Upgrading XPP Servers

10. In the Choose Language panel, click the language in which you want XPP messages to display, then click Next. 11. Read the message about the XCS Spec, then click Yes. Note: Send your XCS Spec to SDL for evaluation before upgrading from XPP 7.3 or earlier to 8.x. See ”Upgrading the XCS Spec” on page 4-6. Do not proceed with configuring the server system before you have completed this step. 12. In the Choose Install Folder panel, click Next to confirm the xz folder. 13. In the Choose Style Files Folder panel, click Next to confirm the sd_liz folder. 14. In the Start Copying Files panel, review your settings, then click Next to begin installing. 15. If you chose to install ActivePerl, do the following: a. In the ActivePerl Setup panel, click Next. b. In the End-User License Agreement panel, click I accept the terms in the License Agreement, then click Next. c. In the Custom Setup panel, click Next to install all Perl options. It is recommended that you install to drive_letter:\Perl (for example, C:\Perl). If ActivePerl is currently installed on the system in a folder with spaces in its path name, check the ActivePerl reference in the PATH environment variable. While you do not need to move the software, you do need to use the DOS naming standard in the Path variable. For example, C:\PROGRA~1\Perl\bin instead of C:\Program Files\Perl\bin. d. In the Choose Setup Options panel, check Add Perl to the PATH environ- ment variable and Create Perl file extension association, then click Next. e. In the Ready to Install panel, click Install to install ActivePerl. f. Click Finish. The DOS window displays the status of the extra Perl modules installation. By default, the release notes display. g. After the modules are installed, at the prompt, press any key in the DOS window to end the Perl module installation and continue. 16. To install MKS Toolkit and MKS X/Server, do the following for both products: a. If the installation program detects an existing MKS Toolkit, click Yes. Oth- erwise, skip to the next step. b. In the Choose Destination Location panel, select the folder in which to install the product, then click Next. c. When the program has finished installing, click OK. If it appears that the installation is hung, look for a minimized dialog and then click OK in that dialog. 17. In the Do you have a license file to install? dialog, click Yes. 18. Enter the license file path name and click Next.

SDL XPP Installation and Upgrade Guide for Windows Upgrading SDL XPP 4-3 Upgrading XPP Clients

19. In the Multiprocessor Check window, click Next. 20. If prompted, click Yes, I want to restart my computer now. 21. Click Finish. 22. Install the current SDL XPP Service Pack (previously called Patch Set). SDL XPP Service Packs are delivered separately and have their own Service Pack Release Notes and installation manual. 23. If upgrading from 7.3 or earlier, you may need to upgrade your XCS Spec. See ”Upgrading the XCS Spec” on page 4-6 24. To use the new font library with the non-spacing mark characters delivered in SDL XPP 8.x, copy the font from XPP_home\sd_liz\xylibrary\Library to XPP_home\sd_liz\Library. 25. Optionally, copy the documentation from the SDL XPP Documentation CD- ROM to XPP_home\documentation\manuals. This makes the PDFs available through XPP PathFinder. 26. Complete the post-installation configuration. See ”Post-Installation Configuration” on page 5-1 Upgrading XPP Clients

Perform this procedure on XPP clients. To upgrade XPP servers, see ”Upgrading XPP Servers” on page 4-2. 1. If you are upgrading from a version of SDL XPP prior to 8.2, uninstall ActivePerl and XVision X Server. Note: MKS X/Server does not have to be uninstalled to upgrade. If you are upgrading from SDL XPP 8.2, you do not have to uninstall any third- party software. 2. Log in as a local administrator. 3. On the installation CD-ROM, double-click setup.exe. 4. In the Welcome panel, click Next. 5. In the License Agreement panel, read the software License Agreement, then click Yes. 6. In the Introduction panel, click Next. 7. Read the message about the XCS Spec, then click Next. Note:Send your XCS Spec to SDL for evaluation before upgrading from XPP 7.3 or earlier to 8.x. See ”Upgrading the XCS Spec” on page 4-6. Do not proceed with configuring the client system before you have completed this step. 8. In the Setup Type panel, click Client, then click Next. 9. In the Choose Third-Party Software panel, do one of the following:

4-4 Upgrading SDL XPP SDL XPP Installation and Upgrade Guide for Windows Upgrading XPP Clients

• If you are upgrading from a version of XPP prior to 8.2, select all third-party products, then click Next. • If you are upgrading from XPP 8.2, select all third-party products except Perl, then click Next. • When upgrading from XPP 8.2 or 8.3, you must select Extra Perl Modules (even though you are not selecting the Perl module itself). • If you are upgrading from XPP 8.3, deselect all the third-party products except MKS X/Server and Extra Perl Modules, then click Next. Note:If you have already installed MKS X/Server 8.5p2 to address the problem with Microsoft Windows Update #kb2506212, you are not required to re-install that module while installing XPP. For details, see ”MKS X/Server” on page 2-1. If you are upgrading Perl, first make a note of any extra modules you have installed into the site library and be prepared to reinstall these modules after installing XPP. If Reprise License Manager has been installed already for another SDL product, SDL XPP will not reinstall it. 10. In the Enter Text panel, enter the XPP server name or IP address to which this client will connect, then click Next. 11. In the Choose Install Folder panel, specify the UNC path (for example, \\servername\pathname) to the server location that contains the xz folder, then click Next. 12. In the Choose Style Files Folder panel, specify the UNC path (for example, \\servername\pathname) to the server location that contains the sd_liz folder, then click Next. 13. In the Start Copying Files panel, review your settings, then click Next to begin installing. 14. If you chose to install ActivePerl, do the following: a. Click OK in the Windows Installer dialog to begin the ActivePerl installa- tion. b. In the ActivePerl Setup panel, click Next. c. In the End-User License Agreement panel, click I accept the terms in the License Agreement, then click Next. d. In the Choose Destination Location panel, specify the folder in which to install the ActivePerl software, then click Next. If ActivePerl is currently installed on the system in a folder with spaces in its path name, check the ActivePerl reference in the Path environment variable. While you do not need to move the software, you do need to use the DOS naming standard in the Path variable. For example, C:\PROGRA~1\Perl\bin instead of C:\Program Files\Perl\bin. e. In the Custom Setup panel, click Next to install all Perl options. f. In the Choose Setup Options panel, check Add Perl to the PATH environ- ment variable and Create Perl file extension association, then click Next.

SDL XPP Installation and Upgrade Guide for Windows Upgrading SDL XPP 4-5 Upgrading the XCS Spec

g. In the Ready to Install panel, click Install to install ActivePerl. h. Click Finish. The DOS window displays the status of the extra Perl modules installation. i. After the modules are installed, at the prompt, press any key in the DOS window to end the Perl module installation and continue. 15. To install MKS Toolkit and MKS X/Server, do the following for both products: a. If the installation program detects an existing MKS Toolkit, click Yes. Oth- erwise, skip to the next step. b. In the Choose Destination Location panel, select the folder in which to install the product, then click Next. c. When the program has finished installing, click OK. If it appears that the installation is hung, look for a minimized dialog and then click OK in that dialog. 16. To use the new font library with the non-spacing mark characters delivered in SDL XPP 8.x, copy the font from \sd_liz\xylibrary\ to \sd_liz\. 17. Complete the post-installation configuration. See ”Post-Installation Configuration” on page 5-1 Upgrading the XCS Spec

Before you upgrade from SDL XPP 7.3 or earlier, you must understand the XCS Spec with regard to Unicode values, what effect it has on the conversion of data to 8.x, and what steps you must take to ensure that your data is properly converted. If you do not understand the procedures fully, do not proceed with the upgrade.

Do not open any XPP data, or run any conversion programs (such as cnv_tree) until you have updated the XCS Spec with Unicode values.

To help you with resolving your XCS Spec, during upgrade planning, contact SDL at [email protected] to evaluate your current XCS Spec at no charge. SDL XPP 8.x is Unicode-based and uses the XCS/Unicode mappings in the _xcs_default.sde Spec to convert XPP XPP Style documents and XCS numbers to Unicode. SDL XPP delivers a new version to XPP_home\sd_liz\xylibrary\Lsyslib, but does not copy it into place on an upgrade since you may have customized this spec. Depending on your XPP environment and current XCS, you may need to modify your XCS or leave your existing XCS as-is. Once data is converted, it cannot be undone nor re-converted. Therefore, it is best to understand the impact before you convert. 1. Install XPP on your system. Complete the installation program on the CD, but do not proceed to configuring your server, client, or stand-alone system. 2. At a command prompt, type %XYV_EXECS%\procs\sc\upgradexcs.pl

4-6 Upgrading SDL XPP SDL XPP Installation and Upgrade Guide for Windows Completing an Upgrade of XPP

This program compares the 8.x XCS Spec against any previously known versions of XCS on your system to determine if you have made any character changes to the spec. 3. Do one of the following: • If there are no changes, you are asked to copy the new 8.x XCS Spec into \sd_liz\Lsyslib. • If you have made changes, the program displays a dialog box containing the differences, saves the results to a file as %XYV_TMPS%\xcsdiff.txt, and provides an option to overwrite the current file with a warning that you must manually add the differences to the new XCS Spec. 4. Do one of the following: • If you have only made a few changes to your XCS Spec, select the option to overwrite your spec. The program makes a backup of the original XCS Spec before overwriting it with the 8.x XCS Spec, then asks to run genxcs. Note: Should you run the program more than once, upgradexcs.pl saves the file as %XYV_STYLES%\Lsyslib\_xcs_pre80-X.sde (where the program increments X each time you run it.) • If you have made many changes, at a command prompt, type %XYV_EXECS%\procs\sc\update_xcs.pl –gui The program opens a dialog box that steps you through the process of merging the proposed Unicode/XCS values into your XCS default Spec. Note:This process is more complex than running upgradexcs.pl. You may prefer to receive assistance from SDL Technical Services. 5. Once you have finished upgrading your XCS Spec, for server upgrades return to the upgrade procedure, Step 12 on page 4-3, to continue and for client upgrades return to the upgrade procedure, Step 8 on page 4-4, to continue. Completing an Upgrade of XPP

After you install XPP and third-party software, update your XCS Spec and complete the setup and configuration needed to run XPP on the server and client systems. If you are upgrading from XPP 7.3, you may want to convert your documents and style libraries for the conversion to Unicode values after you install the XPP software. You may convert all of your documents and styles to run on this version of XPP at this time, or you can allow XPP to convert each division and style file individually as you open it for the first time in this version of XPP. Even after XPP 7.3 there are a few other database conversions that apply, so even if you are upgrading from an earlier version of XPP 8.x you may want to run cnv_tree to convert all the data up front.

SDL XPP Installation and Upgrade Guide for Windows Upgrading SDL XPP 4-7 Completing an Upgrade of XPP

Converting Data XPP converts each division and style file when you access it through composition or the XyView. You can convert jobs or style files directly using the cnv_tree utility. Because data conversion can take a long time, SDL recommends that you convert your jobs when they are not being used, for example, at night or on a weekend. Refer to XML Professional Publisher: Command Line Utilities for more information on the cnv_tree utility. If all of your jobs are located under the same document root handle, you can run cnv_tree from the document root handle to convert all data. If your jobs are located under different paths, you have to change directories to the root handle of the job you want to convert (or to any part of the job hierarchy under the handle to convert from that point down only) before running cnv_tree. Similarly, if all your spec libraries are located under the same top-level folder, you can run cnv_tree from that folder to convert all specs. If your spec libraries are located under different paths, you must change folder to each location of the library whose specs you want to convert before running cnv_tree. To convert data and specs: 1. Change to the location of the job or library whose specs you want to convert. • If you are at the document root handle or top-level spec library, cnv_tree converts all the data below. • If you are in a specific job or library, cnv_tree converts all the divisions of that particular job, or all the specs in that library. • If you are in a division, cnv_tree converts only that division. 2. Enter the following command at the command line prompt, cnv_tree This utility converts your divisions and local specs to run on XPP.

4-8 Upgrading SDL XPP SDL XPP Installation and Upgrade Guide for Windows Chapter 5 Post-Installation Configuration

Configuring MKS X/Server

Installing Hot Fix CFS #31339 Using MKS X/Server with SDL XPP requires that you install Hot Fix CFS #31339. SDL XPP Version 8.4 provides the installation files required for this hot fix on the SDL XPP installation CD-ROM. To install Hot Fix CFS #31339 from the installation CD-ROM: 1. On the CD-ROM, navigate to the XServer\hotfix_31339 folder, and do one of the following: • For 64-bit Windows operating systems, copy the x64\xvl.exe file to a temporary folder location. • For 32-bit Windows operating systems, copy the x86\xvl.exe file to a temporary folder location. 2. In the system subdirectory under the MKS X/Server installation directory (for example, C:\Program Files\MKS XServer\system), rename the original xvl.exe file to xvl.old. 3. Move the new xvl.exe file from the temporary folder location into the system directory. 4. If the xvl.exe file cannot be copied because the file is in use, start the Windows Task Manager and end the xvl task. You can then move the file again.

Configuring MKS X/Server for SDL XPP Use After upgrading or performing a new installation, perform this task on both XPP clients and XPP servers. 1. Do one of the following: • On an XPP server, log in as local administrator. • On an XPP client, log in as a network user.

SDL XPP Installation and Upgrade Guide for Windows Post-Installation Configuration 5-1 Configuring MKS X/Server

2. In Windows, click Start > All Programs > MKS XServer > Configuration > MKS XServer Configuration. 3. To verify TCP-UNIX availability, do the following: a. Under Edit Settings, click Communications. b. On the Transports tab, verify the following: • TCP-UNIX is in the list. • Status is Available. • Auto is set to Yes. c. Click OK. 4. To configure MKS X/Server automated behaviors: a. Under Edit Settings, click Global. b. Select Load MKS XServer at Windows startup. c. Select Automatically select display number. d. Click OK. 5. To configure MKS X/Server input device behavior, do the following: a. Under Properties, click Input Devices. b. Clear Keymap locked. c. Clear Local NumLock management. d. Select IntelliPoint support. e. Select Middle mouse button emulation. f. Click Advanced, verify that Mouse button events is selected, and then click OK. g. Click OK. 6. To include vuem fonts, do the following: a. Under MKS X/Server, click All Properties. b. On the Fonts tab, click Add. c. Click the Fonts folder, then click Add. d. In the Choose a folder of fonts window, in the Look in box, navigate to the XPP_home\xz\xfonts folder. e. Click Advanced. f. Click Select all. g. Under the Use As Type column, ensure that the font types all are pcf. If the font types are not pcf, click the pcf button under Type. h. Click Add. i. Click OK. 7. Click Save. 8. In the Optimize window, click Yes to optimize the display. 9. Click Close when the process is finished.

5-2 Post-Installation Configuration SDL XPP Installation and Upgrade Guide for Windows Activating Your X Server

Activating Your X Server

If you choose a different X Server (such as Hummingbird Exceed) or have more than one X Server installed on your client or server system, you must activate it through MKS Toolkit. 1. Open Windows Control Panel. 2. In the navigation field at the top of the Control Panel, click the downward-facing arrow to the right of Control Panel and select All Control Panel Items. 3. Double-click Configure MKS Toolkit in the Control Panel window. 4. On the Runtime Settings tab, in the Category drop-down list, click X Window System settings from the list. 5. Click Registered. 6. Click the X Server that you installed. MKS Toolkit places a green check mark in front of your choice. 7. Click Apply, and then click OK. 8. Close the Control Panel. Configuring MKS X/Server for an International Keyboard

Optionally, if you are using an X Server to work with XPP applications and you have a foreign keyboard set as the default on your PC, you must also configure the active keyboard in the X Server. 1. Click Start > Programs > MKS XServer > Configuration > MKS XServer Configuration. 2. Click Input Devices. 3. On the General tab, click Properties. 4. On the Devices tab, in the Keyboard Map field, select the appropriate language (depends on the foreign keyboard). 5. Click OK. Updating X Servers for Cut, Copy, and Paste

The following changes must be made to the X servers to use the new cut, copy, and paste functionality. Perform this procedure on each windows client on which you want to be able to cut, copy, and paste text to and from XyView and Sdedit. For more information about the feature, see the “Cut, Copy, and Paste in XyView and Sdedit*” section in the Release Notes.

SDL XPP Installation and Upgrade Guide for Windows Post-Installation Configuration 5-3 Configuring Document Paths in UNC Format

MKS X/Server 1. In X/Server Properties/Clipboard configuration, set the following: • Mode: Automatic • Selection: Clipboard • Targets: UTF8_STRING 2. Restart the X server.

Exceed 1. In Configuration > Copy, Paste, and X selection, set the following: • X Selection Associated with Edit Operations: CLIPBOARD • Select Auto Copy X selection. • Clear Copy on Focus Loss. • Select Auto Paste to X Selection. • Grab Clipboard Retry Time (ms): 200 • Auto Paste Delay Time (ms): 200 2. On the System Administration tab, under Security, Access Control and System Administration, clear X Server Copy/Paste. 3. Click Validate and Apply Changes. 4. Restart the X server.

Other X Servers SDL XPP officially supports Exceed and the MKS X/Server for the Windows implementation of XPP. For other X servers, the configuration must be set to use the clipboard rather than the standard X primary selection. Also, any settings associated with automatically copying the X/selection to the clipboard or UTF-8 encoding should be enabled. For specific instructions, refer to the X server’s documentation. Configuring Document Paths in UNC Format

Perform this procedure on a new installation of an XPP server. If you chose a location other than the default path of the xz and sd_liz directories, the installation program installs the software to the specified locations using the local drive letters. Your server would find the necessary path information and location of data, but the client machines would not. 1. In Windows, click Start > Programs > XyEnterprise > XML Professional Publisher > XPP > Administrative Tools. 2. Click File > Document Paths. 3. In the Job Handle list box, select the handle to edit.

5-4 Post-Installation Configuration SDL XPP Installation and Upgrade Guide for Windows Setting Up Auto-processing and Background-processing Ser- vices

4. Edit the Path field to contain the following information: \\machine_name\share_name\xz Note: To share data with XPP clients, you must specify a UNC path. If you click the Browse button and navigate to a network share location, the path is specified in UNC format. If you navigate to a local drive location, the path is specified in drive letter format (for example, C:\Temp\Data). 5. Click Set. 6. Click Apply. Setting Up Auto-processing and Background- processing Services

Perform this procedure on a new installation of XPP server. You can set up these services as any user login, including administrator. The Auto-processing and Background-processing Services run and process files under this user login. Each XPP user, therefore, must have file access to directories and files created by these services. If you set up a user login for these services, define file access for all XPP users who will use these services. 1. On the XPP server, log in as the user or administrator who has administrative right on this machine to run both auto- and background-processing services. 2. Click Start > Settings > Control Panel. 3. Double-click Administrative Tools. 4. Double-click Services. 5. Complete the following steps to set up autoprocessing: a. Right-click Auto-processing Service, then click Stop. b. Right-click Auto-processing Service, then click Properties. c. On the Log On tab, click This account. d. Click Browse, then select a user account from the list box who has adminis- trative rights on this machine to run this service. e. Click OK. f. Enter and confirm the account password. g. On the General tab, click Start under Service status. h. Click OK. 9. For background processing, repeat all of step 5, except at step b, click Background-processing service. 10. Click OK. 11. To enable bgquer (background processing) to run on a Windows 2008 XPP server, do the following: a. Click Start > Settings > Control Panel > Windows Firewall.

SDL XPP Installation and Upgrade Guide for Windows Post-Installation Configuration 5-5 Upgrading XYwyg and Sdedit files

b. Click Change Settings. c. On the Exceptions tab, click Add port. d. In the Add a Port dialog, do the following: • In the Name text box, type bgquer. • In the Port text box, type 2994. • Click TCP. • Click OK. e. Click OK. Upgrading XYwyg and Sdedit files

After upgrading, perform this procedure on the XPP server and each XPP client. 1. Read the SDL XPP Release Notes for details on changes made to the XYwyg and Sdedit files in this release. 2. Edit your existing Xywyg and Sdedit files to include changes for this release to your XyView display settings. 3. Do one of the following: a. Copy your files to NutCpath\NutCRoot\usr\lib\X11\app-defaults where NutCpath is where NutCracker is installed. b. Copy your files to each user’s home directory (typically, the location speci- fied in the %homepath% environment variable) to customize each user’s experience.

5-6 Post-Installation Configuration SDL XPP Installation and Upgrade Guide for Windows Establishing Secure Access (Optional)

This chapter assumes system administrator knowledge. It describes how to set up the necessary groups and permissions for establishing secure access to SDL XPP. Establishing secure access to XPP is optional. XPP & Security

This section describes establishing XPP security on Windows platforms on two levels: file permissions and application permissions. XPP file permissions are set up with a domain local user group. Only users included in the group can execute the XPP application and access XPP data. However, there is no distinction between user group members regarding their permissions within the XPP application. XPP application permissions are set up with application groups named xyadmin, xystyle, and xyjstyle. Although you create and add users to these groups on the Windows domain, you define their permissions in the XPP application itself.

Environment Assumptions & Recommendations This chapter assumes the following on your environment setup: • You are installing XPP in an existing computing environment with established users and groups used for other applications. • Your site wants only authorized individuals to use and access XPP software and data. • Your site does not want multiple user logins for different applications—any user who logs in should be able to run all the applications the user is authorized to run. Because users and groups, who are registered only on a particular Windows workstation or server, are so limited, SDL recommends that all users and groups be configured as Domain users and groups.

SDL XPP Installation and Upgrade Guide for Windows Establishing Secure Access (Optional) A-1 XPP & Security

System Configuration Ensure that XPP application and data servers are physically secure and protected against unauthorized access via User Rights and Policies. Also ensure that all drives in your Windows domain are formatted as NTFS. Remove “Everyone” privileges from all resources (drivers, printers, etc.), substituting “Authenticated Users” or other desired group(s). If desired, you can set up an XPP users login script that automatically runs when the users log on.

Pre-Installation Configuration Before you install XPP, set up file permissions for the XPP data as follows: 1. Create a domain local group for your XPP users. Note: The examples in this and the following section (page A-4) use the group name xppusers but you can use any valid group name. 2. Add all XPP users and the Domain Administrator account to this XPP user group xppusers. If you have a user account for SDL Technical Support personnel to use for remote diagnostics, include this account in the group as well. 3. Log in as an xppusers group member with administrative privileges, then install the XPP software according to the procedure in Chapter 2. 4. Note the following recommendations: • Install XPP and its accompanying third-party products to a drive that contains enough free space to hold the software and XPP data. • Share the XPP paths for access by XPP clients and define correct share permissions for the xppusers group. • Ensure that all clients map XPP shares to the same drive letters or else use UNC pathing exclusively.

Post-Installation Configuration After you install XPP, do the following: 1. Configure the Auto-processing and Background-processing services on the XPP server(s). 2. Remove Everyone permissions from all XPP paths. 3. Give the XPP users’ group xppusers full permissions. Check the boxes for both files and subdirectory. Steps 2 and 3 restrict access to XPP applications and data to members of the xppusers group only. 4. To further control XPP access, you can set up the xyadmin, xystyle, xyjstyle, and xyperuse groups with appropriate members. See ”XPP Application Permissions: The Special Domain Groups” on page A-3.

A-2 Establishing Secure Access (Optional) SDL XPP Installation and Upgrade Guide for Windows XPP & Security

XPP Application Permissions: The Special Domain Groups XPP defines and manages application permissions through domain local groups named xyadmin, xystyle, xyjstyle, and xyperuse. These groups have the following XPP application permissions: • xyadmin Group members can run XPP administrative tools and modify XPP style files at either the system library or the local job level. If you establish this group, include your Windows system administrator as a member. • xystyle Group members can modify XPP style files at either the system library or local job level. • xyjstyle Group members can modify style files at the local job level only. • xyperuse Group members have read-only permissions for designated divisions. This group is applicable only if your site has purchased the Peruse option. When you create a group, XPP restricts access to the tools, libraries, and specs to users of that group. If you do not create the groups, no XPP restrictions apply. For example, if you create the xyadmin group, a user who is not a member of the group is unable to run the XPP Administrative tool. If no users are assigned to the group, no user can run the tool. However, if you do not create the xyadmin group, all XPP users can run the XPP Administrative tool.

Note: If you remove any one of these groups after its creation, all client systems must reboot for the permission changes to take effect.

Application Permissions Groups & Multiple Domains If you establish the xyadmin, xystyle, xyjstyle, or xyperuse groups in one domain you affect user access in ALL domains. Thus, if these groups are defined anywhere, they affect users everywhere. It is up to the Windows system administrator to ensure that all valid XPP users from ALL domains are included in the appropriate group(s) and that appropriate trust relationships have been established between domains.

Source of Access The xyadmin, xystyle, xyjstyle, and xyperuse groups control access via XPP applications (xzplorer, sdedit, and xyview) only. To control back door access (like delete from the command line or Windows Explorer), manually set file system and share permissions on the local file systems where XPP resides. The following table provides recommended share permissions for the XPP directories for the XPP users (xppusers), xyadmin, xystyle, and xyjstyle groups. The xyperuse

SDL XPP Installation and Upgrade Guide for Windows Establishing Secure Access (Optional) A-3 XPP & Security

group can be assigned the same permissions as the xppusers group or made a member of the xppusers group.

Table A-1: Recommended Share Permissions

Folder xppusers xyadmin xystyle xyjstyle

path\xz\bin Read Full Control Read* Read*

path\xz\sys\config Read Full Control Read* Read* path\sd_liz Read Full Control Full Control Read*

path\xz\help Read S.A. Read* Read* r, w, x, d

%XYV_JOB% S.A. Full Control S.A. S.A. r, w, x, d r, w, x, d r, w, x, d or Full Control

where: • * indicates you do not have to assign these group permissions if group members are also members of the xppusers group. • path represents the user-defined location(s) for the xz and sd_liz directories. • %XYV_JOB% represents the job handles set up under Start > Programs > XyEnterprise > XML Professional Publisher > XPP > Administrative Tools, and then in XyAdmin, File > Document Paths. • S.A. r, w, x, d is SPECIAL ACCESS: read, write, execute, delete.

Share Permissions Setting the permissions above must be done on the local file systems where the specific XPP trees physically reside. It is entirely possible to have xz, sd_liz and %XYV_JOB% all living on different machines, so be sure you set the permissions on the machine where the tree lives. As for sharing these directories so XPP clients can access them, there is not much to worry about once the local file system permissions have been assigned. When local permissions and share permissions are consulted by Windows, the most restrictive wins. So, you can share the XPP trees with full control for everyone provided that the correct local file system permissions have been applied.

A-4 Establishing Secure Access (Optional) SDL XPP Installation and Upgrade Guide for Windows Troubleshooting

Troubleshooting

Problem Area Description/Solution

General Having two identical logins—one defined for your PC and one defined for a domain—can cause some XPP functionality to fail, for example, the save/restore function considers this configuration as being two different users.

Installation You may encounter error messages if you write to a temporary folder using remote access. Remote access software sometimes points to a folder that is not writable or no longer exists. Check the XYV_TMPS path variable. You may need to provide the full path when writing to temp files.

When installing the Reprise License Manager, you may encounter the error message “Installer User Interface Mode Not Supported” and the Reprise installation will fail. This may be due to your admin login user name containing special characters (for example, “!”).

Fonts You may add “Windows fonts” but do not check ‘‘Plotter Fonts.’’ Doing so causes memory to run away if you try to run XPP Color Control (Tools > Color Specs from the PathFinder menu bar). You can select everything else and set the size range from 4 to 186 points.

If you run setup and add 100 dpi fonts (done after normal XPP install, including MKS X/Server install component), when you upgrade XPP and include MKS X/Server to be installed again, it will delete your 100 dpi fonts. You will have to redo setup again and reinstall them.

Keyboard mapping Select a key you do not use to map “Print.” It is recommended that you use the Left-Alt key for PI/PI# characters; MKS X/Server does not let you map it to the Right-Alt key.

SDL XPP Installation and Upgrade Guide for Windows Troubleshooting B-1 Troubleshooting

Problem Area Description/Solution

Network Protocols Delete any unnecessary protocols using the Remove buttons. Having a protocol, such as netBEUI, on your server or workstation results in every network call being broadcast to all machines on the network. Windows notifies you that you must restart your computer before the Bindings settings take effect. You have the option to restart your computer at this time, or later.

Third-party software If XPP or third-party products do not function properly, check the PATH variable. On occasion, multiple installations truncate the PATH variable. The XPP installation backs up PATH before beginning an upgrade or install. The installation program writes the backup to %XYV_TMPS%\PrevPath.txt.

Unable to open a division Check the MKS Toolkit settings. See ”Configuring MKS after installing XPP. X/Server” on page 5-1.

When attempting to run XPP, you may encounter the error message “Bad server hostname in license file or port@host” and the XPP application will fail. This may be due to either an incorrect hostname in the license file, or if an sdlxysoft_LICENSE environment variable exists, an incorrectly entered hostname in this environment variable.

Softpad key is not working Check the NumLock Management settings. See properly. ”Configuring MKS X/Server” on page 5-1.

Get the following error Check TCP-UNIX Availability. See ”Configuring MKS message: PROFILE IS X/Server” on page 5-1. ALREADY RUNNING

MKS X/Server does not Check MKS X/Server Profiles settings. See ”Configuring launch when you try to open MKS X/Server” on page 5-1. a division.

B-2 Troubleshooting SDL XPP Installation and Upgrade Guide for Windows MKS X/Server Creates Excessive Network Traffic

MKS X/Server Creates Excessive Network Traffic

MKS X/Server installs with a broadcast mode to locate other hosts on the network. This can cause excessive network traffic even when XPP is not running. You may want to turn off broadcast mode. 1. Click Start > Programs > MKS XServer > MKS XServer Configuration. 2. Double-click Vision Services in the Control Panel Window. 3. On the Host Finder tab, uncheck Vision Hosts, XDM Hosts, and Modem in the Host types section. 4. Uncheck Enabled in the Startup Settings section. 5. Click Apply, then OK. Bringing Forms to the Foreground

In some cases, when using drop-down boxes to fill out forms, the form goes to the background and XPP is unable to execute the task. This is an Exceed problem. 1. Click Start > Programs > Hummingbird Connectivity 2006 > Exceed Tools > Xconfig. 2. Click Screen Definition under Pick a Task in Classic View. 3. On the Advanced Settings tab, check On Focus Raise Window to Top at the bottom of the Native Window Manager pane. 4. Click Validate and Apply Changes in the Common Activities box. 5. Click Yes to close all X Server applications and restart the server.

SDL XPP Installation and Upgrade Guide for Windows Troubleshooting B-3 Bringing Forms to the Foreground

B-4 Troubleshooting SDL XPP Installation and Upgrade Guide for Windows

SDL plc 101 Edgewater Drive Wakefield, MA 01880-1296

Web site: www.sdl.com Telephone: (781) 756-4400