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Sage Timberline Office

Document Management 9.6.1

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Document Management 9.6.1 Enhancements

Native File Format
With Document Management 9.6.1, you can import, route, and work with documents created using Microsoft Office and Adobe in their original file format. For example, if you import an Excel spreadsheet, you can now open it and work with it in Excel. Document Management retains the original .xls format.

Improved AP Workflow
We have streamlined the AP workflow in this release. When linking to an existing invoice from Classification > [AP Invoice Details], you are now given the option to link or link with changes. If you link with no changes, you no longer need to enter pending invoices. Users with security rights to edit an invoice will be allowed to view invoice details at the time of linking.

Improved Performance
If your organization has a large number of Sage Timberline Office security users and roles, you may experience faster performance in DM tasks and navigation. The performance increase will be noticed after the initial use of 9.6.1.

64-bit Compliance—Both Document Management 9.6.1 and DocuVault 9.6.1 are 64-bit compliant in 9.6.1.

Windows 2008 Server—Document Management and DocuVault 9.6.1 are compatible with Windows 2008 Server.

Before you Begin

If you are upgrading from Document Management 9.5 or earlier, you must install Document Management 9.6. in order to install 9.6.1.

  1. Back up all Document Management data. For more information, review the Technical System Reference for Document Management.
  2. Review the Document Management Get Started guide for detailed information on system requirements and installation instructions.
  3. Locate your new activation key number. This was included in the order confirmation your received for the Document Management 9.6.1 upgrade.
  4. Install MS Office 2003 or later on the DocuVault Server. If you wish to import, route, and work with documents such as Word and Excel in the original file format, you must install MS Office on the DocuVault server before installing DocuVault 9.6.1 and later. A time-consuming workaround exists should you skip this step and subsequently wish to use native file functionality. See Work with Native Files on page 29 of the Document Management Get Started guide for more information.
  5. In Windows Server 2008, configure the firewall to allow Cypress port communication. This will allow the printer driver to function for native file documents. To open this port:
    a Use an administrator account to log on.
    b Click Start > Run. Enter “wscui.cpl” and then click [OK].
    c In Windows Security Center, click Windows Firewall.
    d Click Change firewall settings. On the Exceptions tab, click Add Port.
    e Enter “Cypress Port” for the Port Name and enter “11488” in the Port Number. Select TCP/IP.
    f Verify that Cypress Port is listed and selected in the Exception tab.
    g Click [OK].
  6. Activate Internet Information Service (IIS)—DocuVault 9.6.1 and later requires IIS to be installed and active on the DocuVault server. IIS may be installed with a computer’s operating system. Even though it is installed, it may be inactive.
    Verify that IIS is installed and active on the DocuVault server:
    a Open Control Panel > Administrative Tools > Internet Information Services.
    b Verify that [Local computer] > Web Sites > Default Web Site is present and
    started.
    If IIS is not already installed on the DocuVault server, you can install it from your original operating system CD. If the CD is unavailable, you can download IIS from www.microsoft.com. Download the version of IIS that is compatible with your operating system:

    OS Version IIS Version
    Windows XP 5.1
    Windows 2003 6.0
    Windows 2008 7.0
    Vista 7.0

  7. Quit all programs and services for the duration of the installation. This includes
    programs that may be running in the background such as antivirus, e-mail, and backup
    programs.
If you are upgrading Document Management:

  • You must first install Sage Timberline Office before you install Document Management. Performing the Sage Timberline Office data upgrade before installing Document Management is optional.
  • Do not remove the USB security key at any time before or during the installation of Document Management.
  • Document Management tasks (Inbox, Scan, and Queries) may not appear if you log on to Windows and Sage Timberline Office with different login information. Make sure that you log on to Windows using the same user name and password that is associated with your Sage Timberline Office user name.
  • On Vista or 2008 workstations, if you choose the Enable CD/DVD Burning feature and select External Optical Archive, a DOS prompt may appear minimized during the install. The install may appear to stall, but the DOS prompt is waiting for input. Open the minimized DOS window and type a ‘Y’, then press Enter to continue the installation.

Download Instructions

Download the update

  1. Click the following link to download the self-extracting file that contains Document Management 9.6.1.

    http://cdn.updates.timberline.com/SoftwareAlerts/DMDV_Install.exe

  2. When the File Download window appears, click [Save].

  3. In the Save As window, select a temporary location on the server to save the file, and then click [Save].

  4. In the Download Complete window, click [Close].

Extract Document Management 9.6.1 files

  1. At the server log on with full administrative rights.

    Note: Full administrative rights are defined as write access to the Windows registry and all the folders on the computer, including rights to the root of all hard disks. If you are unsure whether you have full administrative rights, ask your network administrator for assistance. Alternately, you can ask your network administrator to log on with the network administrator ID before you start the installation.

  2. Close all Sage Timberline Office applications at the server and on all workstations.

  3. Browse to the location where you saved the file in step 3 above.

  4. Double-click the file DMDV_Install.exe only once.

  5. If a security warning appears, click [Run] or [Allow].

  6. In the WinZip Self-Extractor window, click [Browse] and navigate to the location you want to install Document Management from.

  7. Click [Unzip].

    Note: The update may take several minutes. Double-click the file DMDV_Install.exe only once. You will receive a message when the files have unzipped.

  8. Click [OK] when you receive a message that the files have unzipped successfully.

Install Document Management 9.6.1

  1. Use Windows Explorer to browse to the location where you unzipped the files in Step 6 above.

  2. Open the DocManagement folder.

  3. Double-click Install.exe.

  4. Click 1. View Installation Guide to open the Document Management 9.6.1 Get Started guide. Follow the detailed instructions in the manual to install DocuVault and Document Management. Refer to Section 3 Install to a Server to begin the DocuVault installation to your DocuVault server. Once you have completed installing DocuVault to your server, follow the instructions in Section 4 Install to a Workstation.

Note: For information on working with native files, see Section 5 Use Document Management.

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Additional Support

Online Support Request

If you would like assistance with a solution and your service plan provides online technical support:

  1. Log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.
  2. Click Self Service > Create> Customer Support Ticket. This sends your request directly to Customer Support.

Phone Support

If you prefer to speak to Customer Support, contact us by phone at the numbers listed below:

For Support in the U.S. or Canada

In the U.S. or Canada, call 800-551-8307. Support hours are Monday through Friday from 6 a.m. to 5 p.m. PT (Pacific time).

Upgrading Your Service Plan

If your service plan does not provide online technical support, you may add or upgrade a service plan by calling 800-858-7098 or by logging on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login and clicking Self Service > Create> Customer Service Request.

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Sage Timberline Office
15195 NW Greenbrier Parkway
Beaverton, OR 97006