Adlib PDF Release Notes

PRODUCT VERSION: 5.3 REVISION DATE: June 2015 Copyright

This manual, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. The content of this manual is furnished for informational use only, is subject to change without notice and should not be construed as a commitment by Adlib Publishing Systems Inc. Adlib Publishing Systems Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual.

Except as permitted by such license, no part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise without the prior written permission of Adlib Publishing Systems Inc.

Adlib, Express, Express Server, ExpressConversion, ExpressRecognition, ExpressPublishing, Relay, Express Web Services, Insight and Publisher are either registered trademarks or trademarks of Adlib Publishing Systems Inc. Microsoft Windows and Microsoft Office are either registered trademarks or trademarks of the Microsoft Corporation in the United States and/or other countries. Corel, WordPerfect, CorelDRAW and Quattro Pro are either registered trademarks or trademarks of Corel Corporation. IBM, Lotus, SmartSuite, Word Pro and Freelance Graphics are either registered trademarks or trademarks of IBM Corporation. Adobe, Acrobat and Adobe Reader are either registered trademarks or trademarks of Adobe Systems Inc. Crystal Reports is either a registered trademark or trademark of Seagate Software. OpenOffice.Org is either a trademark or registered trademark of Oracle.

Portions of this product contain code from OmniPage Capture SDK (registered trademark of Nuance Communications Inc.), Outside In (registered trademark of Oracle), Glyph & Cog, LLC (Copyright 1996-2007), PDFNet SDK from PDFTron™ Systems (Copyright 2002-2014), FreeImage and are distributed by Adlib under license.

Table of Contents

Release Notes Adlib PDF 5.3 ...... 4

New Features ...... 4 Architecture...... 4 System Requirements...... 5 Job Processing...... 5

Bug Fixes ...... 6 Job Processing...... 6

Known Limitations ...... 7 System Requirements...... 7 Database...... 7 License Transactions ...... 8 Installation...... 8 Multi-Server Installations...... 9 Components...... 9 Job Processing...... 11 XML Job Ticket Processing ...... 17 PDF Version Downgrades ...... 17 Overlay...... 19 OCR Processing ...... 20 Extended Outputs ...... 21

Appendix A – Version History ...... 23 Adlib PDF 5.2...... 23 Adlib PDF 5.1...... 24 Adlib PDF 5.0...... 25 Adlib PDF 1.8...... 27 Adlib PDF 1.7.1...... 28 Adlib PDF 1.7...... 28 Adlib PDF 1.6...... 30 Adlib PDF 1.5 – 1.2...... 31

Appendix B – Contact Adlib ...... 32

Release Notes Adlib PDF 5.3

New Features

The following features have been added since the Adlib PDF 5.2 release.

Architecture Table 1 – Components

New Feature Description

Email Connector An Email Connector is now available that allows users to submit SMPT/POP3 enabled email for processing with Adlib PDF. Please see the Adlib PDF Installation or User Guide for more information.

Process Manager The Process Manager will now start all Adlib PDF Components, regardless of the specified install path. A setting has been added to allow to user to modify the default RDP port number. The default setting for the “Acknowledge Interactive Logon Message” attribute in the Process Manager System Setting has been changed to True. Please see the Technical Reference Guide for more information on Process Manager System Settings.

Documentum Connector Multiple Jpeg outputs can now be created in a single job. This feature may be used create thumbnails, story boards and previews of renditions within Documentum (D2). A new metadata item for Documentum is now available in the Metadata Selector Window: Adlib.Connectors.Documentum.QueueName Please see the Documentum Connector Guide for more information.

Database Growth Management The Database Growth Management clean-up tool will now run every 10 minutes instead of every hour for MS SQL Express databases.

System Requirements Table 2 – Prerequisites and Software Support

New Feature Description

Upgrades A warning message will now be generated during an upgrade of Adlib PDF informing users that any Components that are not compatible with the upgraded version will not be initiated during start-up. The warning will give users the option to cancel the upgrade before any system changes are made so that users can ensure that the necessary installation executables (e.g. for each Connector) have been obtained before proceeding with the main system upgrade. When upgrading a multi-server system, the warning will be generated only when upgrading the Database server. IMPORTANT: When performing a silent installation, a warning message will not be produced before the system is updated as the installation is performed through a script. A log message will inform the user that a Component(s) failed to start due to an initialization failure.

Microsoft SQL Server and SQL Support is now available for MS SQL Server and SQL Server Express 2014 Server Express 2014.

Microsoft Windows Server 2012 R2 Support is now available for MS Windows Server 2012 R2.

Job Processing Table 3 – Job Processing

New Feature Description Image Output All of the image output engines have been updated. As a result of this update, some image conversions may produce minor visual differences between older versions of Adlib PDF.

Note: Although it is still currently visible within the Transformation Rules, the ConvertToCALS output feature has been deprecated and will result in conversion failures if enabled/selected. MRC Compression Support has now been added for MRC (Mixed Raster Content) compression of input documents. This feature produces highly compressed output without visible degradation. MRC optimization will not be performed on every page; the determination to employ MRC compression will be based on the following criteria:  The page has images but no visible text, no path

objects, and no shading.  MRC compression will not be performed if the image(s) on the page are grayscale or black and white.  MRC compression will not be performed on signed PDF documents. If the total size of the MRC optimized image is larger than the original, the MRC image will be discarded. MRC compression is hardcoded to use a 99% quality setting, which cannot be modified.

This feature is enabled in the PDF Processing/Optimize Rule Setting. XML Job Ticket users must submit metadata through the Generic Connector in order to use this setting.

Note: This feature may require a separate license; please contact your Adlib representative for more information. Optical Character Recognition (OCR) The OCR Engine has been upgraded, resolving several processing issues including those related to PDF inputs containing rotation flags.

A new Auto Rotation option, ImageOnlyPages, has been added to the Convert to PDF/OCR Rule Setting. Users can now specify that input documents with searchable text will not be rotated.

Log Levels The Trace log level has been disabled in the Adlib PDF Management Console. Digital Signatures The hard-coded font size and margin that are used when displaying the following string value have changed: ”JOB:SIGNATUREAPPEARANCE TEXT=” The previous font size of 6.0 and margin of 0.0 have been changed to a font size of 7.0 and a margin of 3.0.

Bug Fixes

Job Processing Table 4 – Job Processing Bug Fixes

Feature Description

OCR Rotation Flag Issues Previously, some PDF input containing rotation flags could not be processed properly; searchable text was not aligned with image text or the orientation of the output did not match that of the source document. These issues have been resolved. Multiple Text Layers with OCR’ed Input Multiple text layers were being created when previously OCR’ed

PDF input was processed through the OCR module a second time. This has been corrected.

Known Limitations

System Requirements Table 5 – Prerequisites and Software Support

New Feature Description

Microsoft Windows Server Adlib PS Print Driver 2012 The Adlib PS Print Driver is not supported with Windows Server 2012. RDP with Network Level Authentication Setting The Windows 2012 default RDP setting "Allow connections only from computers running Remote Desktop with Network Level Authentication" must be unchecked if a user other than the local Administrator will be set up to run the Transformation Engine. Alternatively, a modification can be made in the Process Manager/Transformation Engine System Setting to change the Session setting from User to System. Internet Explorer Enhanced Security When installing Self-hosted Services on Windows 2012, the Internet Explorer Enhanced Security Configuration default must be disabled in order to view the Adlib Management Console. For more information on both these settings, please see the Adlib PDF Installation Guide. Inventor View 2013 SP2 on Windows Server 2012 R2 A new installation of Inventor View 2013 SP2 on Windows Server 2012 R2 requires a hotfix. Please see the Adlib PDF Installation Guide for more information.

Microsoft Office Document Properties System Manager requires MS Office and/or Office Compatibility Pack installed when utilizing processing rules that reference document properties for Office 2007/10 file formats.

Database Table 6 – Database Limitations

Feature Description

Database Setup Case Insensitive Database The database that is used with Adlib PDF must be case insensitive.

Note: This configuration is the default for SQL Server.

MS SQL Server Express SQL Express May Fail if SQL already Installed If SQL has been installed on a server but the media or media location has been removed, the installation of a new SQL Express instance may fail. SQL Express May Fail if Rights Removed from Administrators Group The SQL Express installation could fail if the following rights are removed from the Local Administrators group. These rights are located under Local Policies/User Rights Assignment: a)Debug Programs b)Backup files and directories c)Manage Auditing and Security Log

License Transactions Table 7 – License Transaction Limitations

Feature Description

Adlib License Manager Online license transaction – Port 80 requirement The Online license transaction method requires Port 80 to communicate with the Adlib License Server. Note: Please ensure that this Port is not blocked by a Firewall or other security measures. Offline license transaction – Initial installation On systems where Adlib PDF has never been previously installed the Offline license transaction method will require the Request and Response file steps to be performed twice. All subsequent Offline license transactions will only require a single Request and Response file step to be performed.

Installation Table 8 – Installation Limitations

New Feature Description

Installation Files Files Left Behind After Upgrade Several files that were recently added to the ISM will be left behind after upgrading from Adlib PDF 5.3 to a higher version due to an incorrect NET scan setting that was configured during the build process. This setting will be fixed in a future release.

Uninstallation Folder Left Behind After Uninstallation Uninstallation after an upgrade of Adlib PDF results in an empty

folder being left behind on non-C drive installs.

Silent Installation Install Log Not Created with /v" Parameter When performing a silent installation, if the /v"CONFIG=[CONFIG_FILE_PATH]" parameter is specified on the command line, no log will be created for the installation. To create a log while using this parameter, the /verbose option is required. For example: AdlibPDF.Enterprise.exe /v"CONFIG=C:\Configs\MyConfig.cfg" /verbose"C:\Install\MyLog.txt"

Silent OEM Uninstallation Web.config File Left Behind The web.config file will be left behind in the UI folder after a silent uninstallation of Adlib PDF OEM.

Multi-Server Installations Table 9 – Multi-Server Configuration Limitations

New Feature Description

Multiple Server Installations Manual Configuration Requirements for Multi-Server Installations If the database scripts are installed first and all subsequent Components are installed on other servers, the Process Manager Users System Settings must be modified manually. When installing on multiple machines ensure that Adlib PDF is installed on the same folder on all machines. For example, if the database scripts are installed on C:\Program Files, we do not recommend that other Components be installed on the E:\ drive of a different machine. If the system is not configured in this way, Process Manager System Setting rules must be created to indicate the locations of all the Components it starts, including the Transformation Engine, Folder Connector, System Manager, etc. Users must also ensure that the Folder Connector Work and Error folders have been created in the desired location and that all file locations are UNC after this type of installation. The folder locations can be viewed in the Folder Connector Behavior System Setting. For more information, please see the Adlib PDF Installation Guide.

Components Table 10 – Component Limitations

New Feature Description

Email Connector Behavior Setting Must be Manually Configured When installing the Email Connector, users should ensure that the Error and Work folders have been configured to the desired location; it is recommended that these are defined as UNC paths. The folder locations can be viewed in the Email Connector

Behavior System Setting. For more information on this procedure, see the Adlib PDF Installation Guide. Convert to HTML When using Convert to HTML in conjunction with the Email Connector, both the HTML output and its helper files (usually pictures which are in a separate folder) are attached to the email. In order to open HTML output, the entire attachment needs to be saved and a new folder created with the name html_document_name.eml.html_files with the helper files moved to the new folder. For example, if the HTML document name is “tohtml.eml.html”, the folder name should be “tohtml.eml.html_files”.

Generic Connector Excessive Subfolders Can Degrade Performance Currently, the Generic Connector creates one subfolder for each job; however Windows will start performing poorly if too many subfolders have been created.

Process Manager Self-Hosted Services When the Process Manager is stopped, it does not stop the Adlib Job Management Service and Adlib Management Console Service as expected. This occurs only when Self-Hosted Services have been installed with Adlib PDF.

Component Paths Windows Character Limits All paths used in Component System Settings must conform to the Windows limit of <260 characters.

Job Management Service Component Status The Component Status on the Monitoring tabs for the Job Management Services will be as follows: - First installed: Installed - First time used: Initialized to Started - Second time used not too long after first time: Started - If the machine sits for a while without being used or rebooted: Stalled - First time used after reboot/installed state: Initialized to Started

MS SharePoint Workflow Multiple Outputs Appended with Sequential Numbers Connector When multiple outputs are created from the same job, the output file names will be appended with sequential numbers ( “_1, _2, etc”). Overwriting Files The Check In option to OverwriteCurrentVersion does not overwrite

the file when it is saved to the SharePoint library. SharePoint Designer 2013 SharePoint Designer 2013 does not work when the 2010 compatibility pack is installed.

Job Processing Table 11 – Known Job Processing Limitations

Feature Description

FMR Inactivity Timeout Default FMR Timeout May Cancel Active Jobs The default FMR Inactivity Timeout setting may cancel active OCR or CAD engine jobs if the time limit is reached during processing. The workaround is to increase the 10 minute default FMR Inactivity Timeout setting as required.

Rule Expressions Using Special Characters in Rule Expressions Due to Javascript requirements, all special characters must be escaped when used in rule expressions (with the exception of the " at the beginning and end of an expression). For example: \ becomes \\ " becomes \" ' becomes \' Note: White space special characters are not supported. Strings sent in as metadata will be escaped automatically.

Digital Signatures Bookmarks and Digital Signatures If the input file is already a digitally signed PDF, applying another digital signature will break the existing digital signature if Bookmarks and Document Bookmarks are both kept enabled. If the input has existing bookmarks, turning off Bookmarks will also break the existing digital signature. In order to prevent the existing digital signature from breaking in a document with existing Bookmarks, the following XML Job Ticket code can be used. Bookmarks are enabled but Document Bookmarks are disabled, as shown below:

If the input is already a PDF/A file, applying a digital signature may cause the file not be PDF/A compliant. The file will still claim to be a PDF/A file and is digitally signed, but it may not pass PDF/A validation. Some of the potential compliant issues that may show up are as

follows: 1. Source PDF/A version: PDF/A-1a, PDF/A-1b  Font not embedded  Last Modification Date mismatch between doc info and XMP metadata 2. Source PDF/A version: PDF/A-2a, PDF/A-2b, PDF/A-2u, PDF/A-3a, PDF/A-3b, PDF/A-3u  Font not embedded

Legacy Servers MTOM/UNC and Legacy Server Issues The following combination of settings will cause document conversion to fail if the document is not processed through the newer image or PDF Processing engines: 1. Job Files/Processing Location = Server has been configured in the Folder Connector. 2. File Repository Process as UNC = False in the Job Management Service.

Unhandled Exceptions Jobs Hang in Processing Status when Unhandled Exception When using Windows Server 2012, jobs can hang in processing status when an unhandled exception occurs and a dialog box is generated. This issue can be avoided by disabling Windows Error Reporting. Please see the Installation Guide for more information.

HTML Job Processing Jobs Fail when Work Folder set to Localhost HTML jobs may fail when the work folder is set to “localhost” as Internet Explorer cannot find the file. The following message is generated when trying to open a file using \\localhost: “Cannot find 'file://localhost/adlib/DocInputs/sample.htm'. Make sure the path or Internet address is correct.” This popup causes the Transformation Engine to hang until FMR kills the process. Workaround: Do not use \\localhost (or \\127.0.0.1) in the FolderConnector Work folder name. The actual machine name acceptable.

MS Project Activation of MS Project When MS Project is not activated it causes the Adlib engine to continuously loop and consume memory until it runs out.

MS Outlook 2013 Automatic Send/Receive It is recommended that the automatic send/receive option be disabled in MS Outlook 2013 because the send/receive dialog can cause a problem when using Outlook with Adlib PDF.

MS Office Older Files Failing to Render

The rendering of older files created with MS Office applications such as PowerPoint, Project and Visio is dependent on the version of the native application that resides on the system that the conversion is occurring on. Some older versions of these files may have been deprecated by Microsoft and may not render in newer versions of the native application. One way to diagnose the issue is to attempt to open the failing file in the native application version that is performing the conversion.

Adlib CAD Support Pen width Some types of lines in DWG files will ignore CTB file settings. 3D CAD files 3D CAD files are not supported. PDF Export Some CAD files with “frozen layers” cannot be converted to PDF with PDF Export . The workaround for this issue is to disable the export layers for problematic CAD files. InventorView Installation and Registration The InventorView installer does not automatically register the COM classes that are required for Adlib PDF CAD conversions. The application must be run first (“C:\Program Files\Autodesk\Inventor View 2013\Bin\InventorView.exe”) with the login used for the Adlib PDF Services login account. If this step is not performed, the following error message will be generated: “InventorView classes have not been registered. Please run the InventorView application to complete the setup process”. Printing Rendered .IDW files with Background Colors When printed, the background colors of an .idw file that has been rendered to PDF will not always match the colors of the original file. This is a limitation of InventorView. InventorView DirectX Error Pop-up A DirectX Error Pop-up may be generated when attempting to use InventorView for CAD conversion. The workaround for this issue is to run the following command with the same user credentials used by the Adlib Transformation Engine: REG ADD "HKCU\Software\Autodesk\Inventor View\RegistryVersion17.0\System\Preferences\Driver" /v "Hardware Driver Type" /t REG_DWORD /d 0x201 /f Note: This command is specific to InventorView 2013 SP2 Using the Inventor Application while Processing Inventor Files If a user attempts to manually start and use the Inventor application on the same Transformation Engine that is processing Inventor files, multiple instances of Inventor will run simultaneously and degrade performance. The application should not be used while it is

functioning as a native application for file processing.

JPEG Processing JPEG Processing Due to the nature of JPEG compression, a purely black and white image cannot be produced. The higher the rate of compression selected, the farther from pure black and white will be the result. Grayscale and Black and White Color Depth When processing images with the Convert To JPEG/PDF and Image Rule Settings, grayscale and black and white images are output as 24 bits per pixel. Images processed with the JPEG Processing Rule Settings will be output as follows: Grayscale images will be output as 8 bits per pixel and black and white images will be output as 24 bits per pixel. The appearance of the images should not be affected.

TIFF Processing TIFF Processing and Convert to PDF/Image Horizontal lines may appear in TIFF output when using Windows Server 2008 R2. Install the following hotfix to resolve the issue: http://support.microsoft.com/kb/2459492 If using 2008 R2 SP1 and the issue still occurs, install the hotfix. Grayscale Processing Grayscale TIFF images may become slightly degraded during processing, i.e. the number of unique colors may decrease.

PDF Split File Sizes The sum of all split file sizes will generally be larger than the file size of the original PDF document, since share resources (e.g. fonts) must be duplicated for each file. The size of each of the split files may be significantly smaller than the specified Max File Size due to factors such as resources, fonts, and compression that contribute to how the split algorithm determines the resultant file size.

OCR .MAX Files OCR is currently unavailable for .max files. Searchable Text Input Documents PDF input documents that contain searchable text will not be rotated, even if the Auto Rotate setting is enabled.

DTD (Document Type DTD Not Updated Definition) File The DTD file used for job processing is currently not being upgraded when Adlib PDF is upgraded, therefore recently added content rendering settings, including Convert to CALS, GIF, and PDFa-2b will not be available unless this file is updated. An updated version of the file, AdlibExpress.DTD, is installed with

Adlib PDF at the following location: C:\Adlib\SYSTEM\DTD, To update the DTD file used for job processing, overwrite the file at: C:\Program Files\Adlib\Engine\DTD with the updated version.

PDF/A Font width interpretation e_PDFA3_6_1: Widths in embedded font are inconsistent with /Widths entry in the font dictionary. This PDF/A validation error is a result of ambiguity in the PDF/A specification: "6.3.6 Font metrics Note: For every font embedded in a conforming file, the glyph width information stored in the Widths entry of the font dictionary and in the embedded font program shall be consistent." Currently the Transformation Server PDF/A preflight interpretation of "consistent" errors on the strict side. This tolerance may be loosened slightly in a future release PDF input files with CMYK output intent PDF/A document creation with an output intent of CMYK is not supported via OCR processing.

Crystal Reports Crystal Reports files are not currently supported.

Content Hyperlinks Hyperlinks Containing Unicode (Special Characters) Hyperlinks containing Unicode characters may not be supported in output to PDF. When processing a file that has Unicode FILE hyperlinks, the PDF version MUST be 1.7 or higher. Embedded Resources Hyperlinks within embedded resources, like Microsoft Visio, are not supported. Endnotes/Footnotes Some endnotes/footnotes, that are marked with a color by the Track Changes feature (aka Markup Options), will not be available as links (this is a Microsoft Word limitation). Microsoft Word 2007/2010 (NAS) Multiline hyperlinks will appear as multiple boxes (1 per line), not as one combined box. Only the hyperlinks on first page will function for multiline hyperlinks that span multiple pages in a table. Internal hyperlinks which point to invalid/removed locations inside document will not be preserved. Hyperlinks within headers/footers are not supported. Some content hyperlinks may not be positioned correctly when Track Changes has been enabled in the source document.

Hyperlinks with embedded quotes are not supported. Hyperlinks having a format similar to the following are not supported: {HYPERLINK"

1Documentum|DEV|09007552801e9513|0 9007552801e9519|CURRENT

1317855105< /ct>

" \o "[Documentum] DEV:/Doc2" } Note: Requires the installation of Microsoft Office 2007 Service Pack 2 in order to accommodate accurate content hyperlink creation.

Generic Viewer Support Post Script Using the Generic Viewer to convert PostScript files to PDF may result in lower quality PDFs with missing data.

XSL-FO Content Bookmarks Ensure that the setting “Retain Existing PDF Bookmarks” is enabled for the bookmarks defined within the XSL-FO itself to be maintained in the output PDF. PDF Compression Settings The following settings (defined in the UI or Job Ticket) are not applied to the output PDF: Convert Colors to Grayscale, Page Content Compression, Resolution, Downsample Images to PDF Resolution, Color Image Compression, and Compression Level. PDF/X Output PDF/X output types are currently not supported for XSL-FO. UTF-8 XSL-FO Files UTF-8 SXL-FO files are not currently being processed correctly.

InfoPath The template file referenced in the form data XML file must be accessible by the Transformation Engine doing the rendering (UNC recommended) InfoPath form template files (.XSN) are not supported

Create PDF Pop-up Notes Images/WordArt in MS Word comments are not supported; it will cause all pop-up note creation to fail. Text formatting (font, style, size) in MS Word comments are not supported; pop-up notes are created with plain text. Asian (and other non-Latin) character sets are partially supported, based on the limited Unicode character sets supported by Adobe Acrobat/Reader. Visible markup (track changes, comments) will result in improperly positioned pop-up notes.

XML Job Ticket Processing Table 12 – XML Job Ticket Processing Known Limitations

Known Problem Description

URL Shortcut Files Attempting to convert a URL file that points to a website location (e.g. http://www.adlibsoftware.com/) will result in the job failing to process. To convert a website location, use a job ticket that specifies the website location in the URI field and set the URIDownload field to 'No'. -or- If possible, include a filename at the end of the URI when URIDownload=Yes is used. For example, instead of http://thestar.com use http://thestar.com/index.html

OCR Processing The OCR Zone data feature is no longer supported.

Document Validation Pagination Error Threshold is not supported in Microsoft Word 2007/10 documents.

MSG Processing Email attachment processing is not supported by the Adlib Viewer and is only supported via Native Application (Microsoft Outlook). IFTS is no longer supported for processing MSG and EML files. If IFTS is specified in a Job Ticket, Adlib PDF will default to MS Outlook mode.

The creation of content bookmarks (i.e. MS Word heading Content Bookmarks styles/MS Excel worksheets -> PDF bookmarks) is not supported through Adlib Viewer processing. Bookmarks with JavaScript in PDF input files are not supported.

PDF Pop-up Notes The creation of PDF Pop-up Notes from MS Word Comments is not supported through Adlib Viewer processing.

PDF Version Downgrades Table 13 – PDF Version Downgrade Known Limitations

Known Problem Description

Enhanced Support for Fonts Documents that implement fonts with Unicode or Unicode like with Unicode or Unicode like encodings may produce PDF text dissimilar from the original Encodings document.

Missing Fonts from Resource Some fonts will fail to be referenced properly in a resource Dictionary dictionary for certain PDF object dictionaries. A message box will appear displaying the following error: “Could not find a font in the

Resources dictionary – using Helvetica instead.”

Transparencies Not Transparencies are not supported. This includes Supported watermarks/headers/footers produced by Adlib PDF with the opacity property (C or little c for both stroking and non-stroking operations) set.

Occasional Exception Error The following error may occur intermittently: “The server threw an exception. (Exception from HRESULT: 0x80010105 (RPC_E_SERVERFAULT))”.

PDF Open Settings are not Specific open settings defined in the original document are not Maintained maintained in the resulting document. The general PDF viewer application defaults will be used instead.

PDF Text Positioning not Text position adjustments specified in a TJ array in the original Maintained document are not maintained in the resulting document. This causes some characters to be spaced too close or too far away from each other.

Optimize for Fast Web View Adlib PDF will not retain the Optimize (aka Fast Web View) setting as it is set in the source PDF. Note: Adlib PDF will set the Optimize for Fast Web View setting according to the explicit value set in the Fast Web View Transformation Rule.

Large Documents Large PDF documents (documents with 1000+ pages) may have difficulty successfully downgrading.

PDF Annotation Support Partial support for link annotations.

PDF Documents that Documents of this type will produce a PDF with errors or an implement Widgets, Crop incorrect page size. Boxes and JavaScript

PDF Documents with Documents that use these fonts may cause the following error to Geneva, T1 and Helvetica appear in Acrobat: “The font Condensed contains a Condensed bad /BBox” or “The font Condensed contains an invalid width array”.

PDF Documents that Documents that implement this PDF feature may produce Implement Solid Stroked documents that cause the following error in Acrobat Reader: Lines “Dash arguments are invalid”.

Document Uses Layers Some PDF documents that implement layers may not flatten and therefore will not be PDF Version 1.4 compliant.

PDF Downgrade Failure The system is not detected when the downgrading functionality fails, and reports that the job completed successfully.

Overlay Table 14 – Overlay Known Limitations

Known Limitation Description

HTML or MHT documents If absolute positioning is used in the body of HTML or MHT and page scaling documents, the content will not scale to the rendered PDF page size. Note: Please use percentages instead of specific width / height units.

Creating HTML or MHT It is recommended that HTML or MHT documents to be used for documents with Office this feature are not created with Word or other Office products products since these products have a tendency to insert comments that are programmatic instructions to the rendering application and may interfere with the replacement macro interpretation. In addition, if the rendering application is not Internet Explorer, then the MATCHPAGESIZE attribute will not function accordingly. The workaround is to delete all references to the Microsoft Office product used to create the HTML or MHT document. This includes namespaces and metadata elements found in the body of the HTML or MHT. This will help to ensure that the HTML or MHT document is rendered using Internet Explorer.

Missing Background Colors If background colors and images are to be retained in the overlay and Images in the Resulting document then the following option must be enabled in Internet Overlay (HTML or MHT Explorer. Overlay files) To enable background colors and images while printing with Internet Explorer: 1. In Internet Explorer, click the Tools button, and then click Internet Options. 2. Click the Advanced Tab and scroll down to the Printing Option in the Settings window. 3. Check the “Print background colors and images” checkbox.

HTML or MHT documents HTML or MHT documents that have dynamic content must be with dynamic content allowed to render. Security settings in Internet Explorer are set too high causing these documents either to be rendered with missing content or not at all since they cannot be loaded correctly. Reduce the security settings in Internet Explorer to resolve this issue.

HTML or MHT page encoding Ensure that the page encoding is set to "Auto-Select" in Internet Explorer. Otherwise, the font appearance may be different than what has been specified in the source of the HTML or MHT document.

It is recommended that the user does not force certain fonts and Ensure that website font and

color settings are not colors to be used in Internet Explorer for all websites. To ensure overridden (HTML and MHT this is not the case, follow these steps: overlay files) 1. In Internet Explorer, click the Tools button, and then click Internet Options. 2. On the General tab, click Accessibility. 3. Uncheck the following options: . Ignore colors specified on web pages . Ignore font styles specified on web pages . Ignore font sizes specified on web pages check boxes 4. Click OK.

MEASUREMENTSYSTEM It is recommended that these attributes are clearly understood and MEASUREMENTUNIT when they are used in transformation. DTD defaults that are not attributes in the JOBS overridden will not be converted to the specified measurement unit element (HTML and MHT value. overlay files)

OCR Processing Table 15 – OCR Processing Limitations

Limitation Description

PDF documents with CID CID-keyed fonts consist of CIDFont files which contain the Keyed Fonts character descriptions (outline, hinting information) and a set of CMap (Character Map) files, which are used for the mapping from the CID (Character ID) to the character code in the desired encoding. The recognition engine will interpret the Character ID as the character code (instead of retrieving the character code from the CMap) and cause the image text and invisible text to be “garbled”.

JPEG Compression TIFF documents that implement legacy JPEG compression are not supported.

Conversion and recognition of GIF images will assume that the GIF Support GIF image resolution is 200 DPI (105143)  Potential for the resulting PDF to be slightly larger than the original image size since many GIF images do not store resolution information  For instance: o Image size of 2550 x 3300 pixels will produce a PDF with a page size of 12.75” x 16.5” When 300 DPI is assumed, the resulting PDF will have a page size of 8.5” x 11.0”

Multi-page GIF Support Conversion and recognition of multi-page GIF documents will result in a PDF document of the first page of the original image (105127). Multi-page GIF documents are not fully supported.

PDF/A with CMYK output PDF/A document creation with an output intent of CMYK is not

intent supported.

Extended Outputs Table 16 – Extended Output Limitations

Limitation Description

HTML Output Image Resolution Setting the Image Resolution to anything other than Automatic may cause some documents to fail. Hyperlinks Setting the Image Resolution to anything other than Automatic may cause some documents to fail.

Image Output Color LZW Compression The Color LZW compression option is not supported Font Substitution When fonts are not available on the system performing the conversion, font substitution will occur in the resulting document unless the font is fully embedded in the source PDF. Pagination Issues Adlib PDF does not implement the “Preserve Character Spacing” option in the Office Output module. This does cause pagination issues from time to time but the resulting document is easier to edit. Secured PDF PDF documents that are secured with a PDF password cannot be processed.

HTML Output MS Word Image format, Image resolution, and HTML splitting are only available for MS Word documents when the HTMLMSWORD element is disabled. MS Excel Image format, Image resolution, and HTML splitting are only available for MS Excel spreadsheets when the HTMLMSEXCEL element is disabled. MS PowerPoint Image format, Image resolution, and HTML splitting are only available for MS PowerPoint presentations when the HTMLMSPOWERPOINT element is disabled. Post-Processing Post-processing (Stamping, Transformations, etc) is not supported when the HTMLMSWORD, HTMLMSEXCEL or HTMLMSPOWERPOINT elements are enabled.

PDF Encoding PDF files (Acrobat 5+) with certain types of text encoding will cause processing to fail. Mozilla Firefox Compatibility

Appendix A – Version History

Adlib PDF 5.2 New Features

Architecture The CAD module has been updated and enhanced. There are now four separate CAD engines, each supporting different types of CAD input files. Four new CAD Rule Settings are also available. The Documentum Connector Job Acceptance Rule “Rendition Type” has been changed in Adlib PDF 5.2. This rule now enables the user to match Adlib PDF file types with Documentum file types. OCR processing will now be performed by a 64-bit engine.

System Requirements Microsoft Office SharePoint Server 2007 is now supported in 64-bit only. Several Native Applications are no longer supported for job processing in Adlib PDF. The files generated by these applications must be rendered by the Generic Viewer, including: Adobe Framemaker, Corel Draw and WordPerfect, Corel/Novell Quattro Pro, Microsoft Snapshot, Microsoft Office (Word, Excel, PowerPoint, Outlook, Visio and Project) 2003 and below. The following file types are no longer supported by Adlib PDF: CAD/SDI Viewer, CAD/VoloViewer, CrystalReports, DejaVu, DeltaView. Job Processing Multiple output file types can now be created for each job using multiple Rule Settings in an Instruction Set. Note: The Job Status screen now displays enhanced information on the Job Documents tab, including the input/output file type, size, hash type and file hash. Support is now available for all PDF/A compatibility standards Statistics have been removed from Info level logs but remain in debug level logs and are still recorded in the statistics table in the database. The CAD processing setting, “Convert to Black Mode” has been removed from the Transformation Rules. The Deskew setting has been removed from the Transformation Rule Setting, but the functionality will be covered by the Auto Rotate Page setting. The following OCR job ticket settings have been removed, including: Rotate: Right, Down, Left (Automatic and No remain supported), Timeout, ErrorFileHandling, Deskew. The physical printer output feature has been enhanced, resulting in improved performance, stability and fidelity over the legacy print technology.

Bug Fixes Engine Grouping  Previously, multiple engine group names could not be configured in the user interface, preventing the use of engine grouping for job processing. This has been corrected. The ability to create multiple engine groups has also been provided for OEM customers who cannot access the user interface.

Adlib PDF 5.1 Important: Direct upgrades from Adlib PDF 5.0 are now supported. Please see the Adlib PDF Installation Guide for more information.

New Features

System Requirements Native application support has been added for the processing of Autodesk Inventor 2014 and Inventor View 2013 SP2 (64-bit) CAD files.

Support has been added for the OCR processing of the Simplified and Traditional Chinese, Japanese and Korean languages.

Architecture The CAD module has been updated and enhanced

Support has been added for a Connector that integrates Adlib PDF with IBM FileNet.

Support has been added for a Connector that integrates Adlib PDF with EMC Documentum.

Bug Fixes

PDF Stamping  Previously, the &[Date] and &[Time] formats used PDF stamping did not following the date and time formats in the Regional Settings of the Transformation Engine server. This has been corrected. OCR  Previously, headers, footers and watermarks added to a PDF with Adobe Acrobat were removed when the file was processed through Optical Character Recognition (OCR). This has been fixed.

Folder Connector  Previously, the Source Error, Output and Input folder metadata was not being submitted upon initialization of the Folder Connector. This metadata is used by Helper Applications. This issue has been corrected.  Previously, if the Folder Connector could not locate the output file in the work folder, an error message was logged continually until the job was manually deleted. This has been corrected. The job will fail if the output file cannot be found.  Previously, if the Folder Connector was configured to delete the input file and rename the output to “InputBaseFileName”, the output file would be deleted if the input file was a PDF. This has been fixed.

Adlib PDF 5.0 Important: Microsoft Windows Server 2008 64-bit is no longer supported. The following operating systems are supported:

Windows Server 2008 R2 Windows Server 2012

Oracle database support has been removed.

Direct upgrades to Adlib PDF 5.0 are not supported. Any previous versions of Adlib PDF must be uninstalled before Adlib PDF 5.0 can be installed. Adlib PDF 5.0 is now available in 3 editions: Adlib PDF Express, Adlib PDF OEM and Adlib PDF Enterprise.

New Features

System Requirements

Support has been added for the Microsoft Office 2013 applications.

Support has been added for Microsoft SharePoint 2013.

Visual C++ Redistributable Package 2010 (64-bit) is now a prerequisite for Adlib PDF.

Architecture Several new image processing engines have been added to Adlib PDF, offering improved performance and flexibility.

All Connectors have been migrated to the WCF Job Management Service.

The Documentum and Exchange Connectors can now be used in conjunction with self-hosted services.

Multiple Environments are no longer supported in Adlib PDF – all Components will be registered to a single Environment. The Environments page has been renamed to "Environment".

Job ID has been added as a search criterion on the Job Status page.

The term "Sample" has been removed from the Sample Folder Source, Sample Generic Source and Sample SharePoint Workflow Sources.

The "read-only" Environment and Instruction Set have been removed from the Management Console.

Job Processing

Job Acceptance and Transformation Rule Settings have been categorized on the user interface. Icons have been added to Rule Settings.

Multiple settings have been added to the Transformation Engine / Engine Registry Rule Setting, including Document Rendering settings, Native Apps settings and user-defined registry values.

An option has been added to the Convert to PDF/Microsoft Word Transformation Rule Setting to enable or disable A4/letter resizing when printing. An Automatic setting is also available, which will maintain the setting that has been configured in MS Word.

Bug Fixes

Sort Order  When documents in a PDF Portfolio were sorted by Name or Modified, the output did not retain the correct order. This has been fixed.

PDF Portfolios created using Outlook  Previously, PDF Portfolios created with Outlook could not be rendered using Adlib PDF. This is no longer the case.

.VCF Card Detected as XML  Previously, when attempting to render a .vcf card with a native application, job processing would timeout because this file type is not supported by native application processing.  This file type will now be ignored if the Generic viewer (Convert to PDF/Generic Rule Setting) is not used for processing.

EPS Files Fail to Render  EPS files failed to render in some previous versions of Adlib PDF. This has been corrected.

VSD Files do Not Scale After PTL Conversion  Previously, the first VSD file to be rendered after the conversion of a PLT drawing would fail to scale correctly. This issue has been corrected.

Conversion of docx files to TIFF  Previously, when converting docx files to TIFF with the DownsampleImages = no setting, blank pages would be created as the TIFF output. This has been corrected.

InfoPath Paper Size not Reset  The paper size was not being reset after processing InfoPath documents with text attachments. The next item was being processed with the page dimensions of the last document. This has been fixed.

TOC Overwrites Page Numbers  Previously, the page number was being overwritten by the last line of the TOC in certain circumstances. This has been fixed.

Conversion of Files with Insufficient Data  Source image files with insufficient data were being converted to blank images, rather than being flagged as an error. This has been corrected.

Custom Date Type Metadata not Returned to SharePoint  Metadata in custom date/time fields were not being returned to SharePoint after conversion. This has been fixed.

.Msg Files Fail MS Outlook Conversion  Previously, certain .msg files were being converted unexpectedly with the Generic viewer instead of MS Outlook (Native App processing) due to an issue with pop-ups within Outlook. This has been corrected.

RTF Messages with Embedded Images  When using an Adlib viewer for conversion, RTF messages with embedded images were being detected as attachments, which caused the rest of the message body text and images to shift vertically in the PDF output. This has been fixed.

Excel Spreadsheet Tabs Labeled with Unicode Characters  Previously, Excel files with tabs labeled with Unicode characters would not render successfully. This has been corrected.

Adlib PDF 1.8 Important: The Microsoft Windows Server 2003 operating system is not supported by Adlib PDF 1.8.

New Features

System Requirements

The Windows Server 2012 operating system is now supported with Adlib PDF for use with SQL Server.

IIS prerequisites are no longer required if Self-Hosted Services are installed.

Microsoft .NET 4.0 is now required for the installation of the Adlib PDF Transformation Engine.

The XPS Viewer feature must be installed in order to use the ConvertToXPS Transformation Rule Settings to convert input to the XPS file type.

Support has been added for the SQL Server 2012 database.

Architecture

The Folder Connector has been redesigned using Microsoft .NET technology. The new design eliminates the need for Java prerequisites and offers performance enhancements.

The user now has the option to install self-hosted Services (web and Job Management Services) instead of IIS-based services.

Job Processing

The OCR engine has been updated in order to provide improved performance and stability.

A Licensing Tab has been added to the System Settings page which displays the current and expired product and software maintenance licenses associated with the system.

Input file processing by the Generic Viewer engine has been updated in order to provide better stability and fidelity of output files.

The Adlib Viewer engine has been updated in order to provide enhanced stability and fidelity for message file processing.

Bug Fixes

PDF Optimize Transformation Rule Setting  This Rule Setting was not functioning as designed. The issue has been corrected.

Evaluation License Messaging  Previously, the log messages generated for a job processed by a server with an evaluation license were incomplete. This has been corrected.

Offline Activatations  Previously, the Adlib PDF License Manager did not indicate to users that the offline activation process needs to be run twice when Adlib PDF is licensed for the first time (i.e. two Request/Response file pairs must be processed). This messaging has been corrected.

Adlib PDF 1.7.1

New Features

Long Dimension in Convert to Image Transformation Rules  The Long Dimension attribute can be used to preserve the aspect ratio of the original document.

Native Application Support for Internet Explorer 9

Bug Fixes

XML Job Tickets  Content was removed when jobs were rendered with the Flatten Form Fields functionality. This has been corrected.

Adlib PDF 1.7

New Features

Components

Automatic Registration of Components (with the exception of Connectors) in the default Environment during a Custom Installation or Silent Installation in which Components are installed on multiple machines.

The Job Management Services Component for the Generic Connector has been converted to WCF (Windows Communication Protocol).

A default Source and Instruction Set are created automatically for the Generic Connector during registration.

The Process Manager will no longer try to start or restart Components that are not installed on the same machine.

Adlib PDF Upgrade (Oracle)  Adlib PDF versions 1.3.5 to 1.6 for use with Oracle will now be automatically upgraded when installing Adlib PDF 1.7. Scripts retain the manual process.

Job Processing

The green caution icon can now be clicked directly to Publish and activate changes to the system.

Users can now search for Rule Setting names or attributes within Rule Settings using full or partial search terms.

Job Details Tab Reorganization  The Job Processing and Job Ticket tabs have been consolidated on the Job tab within the Job Status details. Clicking either tab will open the log information within an XML Visualizer.

A chevron-shaped Show/Hide icon has been added to the top right of the Management Console window.

The Settings Panel can now be resized in order to maximize the work area.

The user is now informed if a filter has been applied to the information displayed on the Monitoring tabs.

Configure and Action Labels  A Configure label has been added to the “cogwheel” drop-down menu and an Action label has been added to the “pencil” drop-down menu on the Job Settings and Environment windows.

Rules and Job Processing

Microsoft InfoPath Views and Attachments  A view can be specified when rendering Microsoft InfoPath documents using the Convert to PDF.Microsoft InfoPath Rule Setting. Attachments can be rendered using an XML Job Ticket Template.

Rendering Support has been added for Microsoft InfoPath 2010 files.

A Transformation Rule has been added to produce CALS output.

A Transformation Rule has been added to produce GIF output.

Content can now be output to plain text using the Convert to Text Transformation Rule Setting.

Adlib PDF can now produce PDF output that reliably meets the PDF/A 2b standard.

Automatic Hyperlink Routine

 Documents are now analyzed prior to rendering in order to determine the hyperlink routines that are required to process each document.

Permissions and Licensing

Windows Authentication for SQL Server is now available when installing Adlib PDF.

Installation Folder Permissions for the Network Service user  During the installation, the specified installation folder will be checked to ensure that the user Network Service has the required permissions to allow IIS to access the web.config file in the install folder.

System Prerequisites

The .NET 4.0 Framework has been added to the list of System Requirements for Adlib PDF 1.7.

Bug Fixes

Silent and Custom Installation Prerequisites  The Adlib PDF installer will now restrict System Requirement checks to the specific Components being installed during a Silent or Custom installation.

PDF/A Preflight  The Adlib PDF/A preflight routine did not distinguish between PDF/A versions 1a and 1b.

Hyperlinks in HTML Documents  Previously hyperlinks were not being reproduced when HTML input documents were processed.

Adlib PDF 1.6

New Features

Automatic upgrade is now available from earlier versions of Adlib PDF (versions 1.3.5 and above) to the latest version.

Bug Fixes

Silent Install  Silent installation previously failed when installing only the Transformation Engine component.

System Log Page  The delete button in the search box was removed when navigating to another page and back.

CAD Conversion  Create Layers option was being applied even if it was disabled.  Resolved an issue where all IDW files were failing to render.

MS Word Conversion  D2 (Documentum) hyperlinks were improperly formatted when rendered to PDF.

PDF/A Conversion  The Fast Web View option was being ignored (if enabled) when converting to PDF/A format.

Adlib PDF 1.5 – 1.2

New Features

Database

Support has been introduced for the Oracle Database, version 11G.

A SQL Express database can now be installed along with Adlib PDF.

An automated tool to control database size is now available with the installation of Adlib PDF.

Connectors SharePoint Workflow Connector  Multiple connections (Sources) can be linked to Microsoft SharePoint so that multiple collections of job processing rules (Instruction Sets) can be configured to service the needs of each user group.  One Connector can be installed and deployed across an entire SharePoint farm.  During installation of the Connector, the site collection feature in the site collection feature gallery can be set to “Hide” in order to limit access to our workflows.

Job Processing An email address is now captured during installation.

Users can now search for Instruction Set names using full or partial search terms. Info level logging messages have been streamlined and reduced.

The Web Services interface Component registration process has been simplified.

Publishing an Environment after a configuration change will now re-initialize Components without the need for restarting the Process Manager Service.

PDF Optimization  By default, duplicate fonts, images, ICC profiles and other data streams are removed when jobs are processed in order to produce optimized PDF output.  Image down-sampling settings for compression and maximum resolution of black and white, greyscale and color images can also be configured.

Adlib PDF can now produce PDF output that reliably meets the PDF/A 1a standard.

Rotate, deskew and word correction attributes have been added to the OCR Transformation Rule Setting.

Appendix B – Contact Adlib

Please contact Adlib if you have any questions or comments.

Web: www.adlibsoftware.com

Email: [email protected] for General Inquiries [email protected] for Sales Support [email protected] for Technical Support

Phone: 905-631-2875

Fax: 905-639-3540

Toll Free: Sales: 1-866-991-1704 Support: 1-866-991-1705 (North America Only)

Mail: Adlib 215-3228 South Service Road Burlington, Ontario. L7N 3H8 Canada