Workshare Protect Installation Guide WORKSHARE PROTECT INSTALLATION GUIDE
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GUIDE Workshare Protect Installation Guide WORKSHARE PROTECT INSTALLATION GUIDE Company Information Workshare Protect Installation Guide Workshare Ltd. (UK) Workshare Inc. (USA) 20 Fashion Street 208 Utah Street, Suite 350 London San Francisco E1 6PX CA 94103 UK USA Workshare Website: www.workshare.com Trademarks Trademarked names appear throughout this guide as well as on other parts of the Workshare Protect CD. Instead of listing these here or inserting numerous trademark symbols, Workshare wishes to state categorically that no infringement of intellectual or other copyright is intended and that trademarks are used only for editorial purposes. Disclaimers The authors/publishers of the Workshare Protect Installation Guide and associated Help material have used their best efforts to ensure accuracy and effectiveness. Due to the continuing nature of software development, it may be necessary to distribute updated Help from time to time. The authors would like to assure users of their continued best efforts in supplying the most effective Help material possible. The authors/publishers, however, make no warranty of any kind, expressed or implied, with regard to Workshare programs or Help material associated with them, including the Workshare Protect Installation Guide. The authors/publishers shall not be liable in the event of incidental or consequential damages in connection with, or arising out of, the programs or associated Help instructions. Copyright © 2010. Workshare Ltd. All rights reserved. Workshare Professional and Workshare DeltaView are registered trademarks of Workshare Ltd. Workshare Compare, Workshare Protect, Workshare 3, Workshare DeltaServer, SafetyGain, and the Workshare logo are trademarks of Workshare Ltd. All other trademarks are those of their respective holders. 2 WORKSHARE PROTECT INSTALLATION GUIDE Useful Information The following information may be useful. Additional Documentation In addition to this guide, you should also have the Workshare Protect User Guide and the Workshare Protect Getting Started Guide. If you are interested in the concepts behind Workshare Protect and other products from Workshare, you can read white papers and download product demos from www.workshare.com. Contacting Technical Support To contact Workshare support, please refer to: http://www.workshare.com/support/. Knowledge Base There is now a Workshare knowledge base with many solutions to common problems. To search this knowledge base, follow these steps: 1. Go to www.workshare.com. 2. Select Support. 3. Enter keywords (for example, collaboration tool) and click Find Article. A list of results is displayed. 4. Click a link to display the details. Feedback If you have any comments about Workshare Protect — ideas for improvements, new features or anything at all — please feel free to email our Product Management team at: [email protected]. 3 WORKSHARE PROTECT INSTALLATION GUIDE Table of Contents Chapter 1. Installation Overview ...................................................................................................................10 What is Workshare Protect?.............................................................................................................................10 Workshare Protect Functionality ......................................................................................................................11 Discovering Content Risk..............................................................................................................................11 Manual Redaction.........................................................................................................................................12 Document Classification...............................................................................................................................12 PDF Conversion ............................................................................................................................................12 System Requirements ......................................................................................................................................12 Compatibility ................................................................................................................................................13 Installation Best Practice Guidelines.................................................................................................................14 Workshare Protect Installation Files .................................................................................................................15 Executables ..................................................................................................................................................15 Prerequisite Components ......................................................................................................................... 15 Windows Installer Packages ........................................................................................................................17 Workshare PDF Publisher.............................................................................................................................17 Important Information.......................................................................................................................................17 Upgrading from Workshare Protect..............................................................................................................17 System and Diagnostic Checks ....................................................................................................................17 System Checks ........................................................................................................................................ 17 Diagnostic Checks.................................................................................................................................... 18 Workshare Configuration Assistant..............................................................................................................18 Re-Running the WCA ............................................................................................................................... 18 Workshare Menu..........................................................................................................................................20 Workshare Microsoft Office Integration........................................................................................................20 Configuration (INI) File..................................................................................................................................21 Licensing ..........................................................................................................................................................21 Chapter 2. Installation ...................................................................................................................................22 Installing Workshare Protect ............................................................................................................................22 Uninstalling Workshare Protect ........................................................................................................................25 4 WORKSHARE PROTECT INSTALLATION GUIDE Licensing Workshare Protect............................................................................................................................25 Licensing Using License Files.......................................................................................................................25 Licensing Using Authorization Codes............................................................................................................25 Licensing from the Workshare Configuration Manager ............................................................................ 27 Licensing Workshare Protect Using WmLicGen.exe ................................................................................ 27 Renewing a Subscription License.................................................................................................................28 Turning Expiry Notice On/Off .................................................................................................................... 29 Purchasing New Licenses ............................................................................................................................29 Renewing a License on a Single Machine ................................................................................................ 29 Renewing Licenses across your Network ................................................................................................ 31 Chapter 3. Configuration ...............................................................................................................................32 Introducing the Workshare Configuration Manager ..........................................................................................32 Application Configuration .............................................................................................................................32 Policy Configuration......................................................................................................................................33 Accessing the Workshare Configuration Manager............................................................................................33