University of Missouri System

Systems and Operations

Production Support

Online Report Management System

Web Deployment of Mobius client Document Direct 2.3

• What is Document Direct 2.3?
• Who Can Use Document Direct 2.3?
• How Do I Install or Upgrade Document Direct?
• Downloading and Starting the Installation Program
• Database setup
• Configuring the RMS Document Server

What is Document Direct 2.3?

DocumentDirect is a Windows-based client/server application that provides a common user interface to view documents.

• Allows an entire report page to be displayed on a single screen, even if your document contains more than 132 columns.
• Allows for exporting of data for use in other Windows applications.
• Allows printing to any local or network printer.
• Allows true cut and paste of report data.
• Allows for modification of password for logonid.
• Policy Editors allow for easy extraction of field specific data within a report page.

Who Can Use Document Direct 2.3?

• Clients using an Intel Pentium or compatible 100MHz processor (Pentium II and III recommended)
• Clients using Windows NT 4.0, Windows 95, Windows 98, Windows 2000, or Windows XP
• Clients with 16Mb RAM (64MB recommended),
• Clients with 40Mb of free space on their hard drive
• Clients with access to the Online - Report Management System (RMS).

How Do I Install or Upgrade Document Direct?

Click the following link to download the self extracting installation Document Direct 2.3 Software. When prompted where to save the file select create a new folder called RMS. Click save to download the dd23sel9.exe file in the RMS folder.

• Download DocumentDirect 2.3 (EXE 40.0 MB)
  

A typical DocumentDirect installation includes the following steps:

1. Creating a temporary folder on the desktop called RMS
2. Downloading the encrypted software via the above link into the new RMS temporary folder
3. Installing the DocumentDirect 2.3 application into "C:\Program Files\Mobius"
4. Selecting/running the Database Setup option
5. Configuring the Document Server RMS
6. Deleting the RMS temporary folder from the desktop

Note: If you are upgrading from your current release of DocumentDirect 2.1 or 2.2, delete the previous version's 'rdswin.ini' file. DocumentDirect 2.3 was designed to install over DocumentDirect 2.1 or 2.2 by first uninstalling the previous versions. It will not clear the previous version's "rdswin.ini" file. Proceed by double clicking on the dd23sel9.exe file in the RMS folder to install your upgrade.

You will need a password to complete the installation; see below.

Downloading and Starting the Installation Program

The installation or upgrade programs are stored as a Self-Extracting (EXE) program format or a disk image format. The self-extracting EXE format is the one you are most likely to use. Just click on the installation icon next to the self-extracting format text to download the program. Your browser will then prompt you for a file name and location in which to save the installation program. (Choosing the default "C:\Program Files\Mobius" is okay.) The self-extracting (EXE) is password protected. To obtain the password please contact ITSS - Production Support.

After you have downloaded all the installation programs you will need to double click on the DocumentDirect icon to start the application.

Note: Database Setup is required before Document Direct Application can work. See instructions below.

Database setup

To start database setup, click the Database Setup icon. The Mobius Database Setup dialog is displayed. The Mobius Database Setup wizard guides you through configuring data sources to be used with DocumentDirect . Following the wizard prompts, you can perform the following tasks to configure a new data source to use a new database.

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Step 7

Step 8

Configuring the RMS Document Server

Once the Document Direct 2.3 window opens select Configure Document Servers from the Options Menu.

Edit - Sample Server TCP/IP to match the following fields in the Example screen shot. Remembering to select the correct Product DLL Path: for'WSOCK32.DLL'. Most users prefer their Recipient ID entered. Then check Prompt for Password. Select OK to Complete the configuration.

If you are having a problem finding the the 'Wsock32.dll' file do a search for '*.dll' and sort by name to find the location of Product DLL Path for Wsock32.dll. See the following example.

Open the Preferences menu and select the LPFD Viewing tab.The option Use High-Resolution for LPFD Viewing should be selected with a check. Also in the AFP box the option Cache AFP Resources should be selected with a check. These options allow proper printing of AFP documents.

If you have any questions concerning this Document Direct 2.3 Installation/Upgrade please contact ITSS - Production Support at:

(573)-882-6706 or

UM-ProductionControl@umsystem.edu.