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Concordance® ImageInstallation GuideConcordance® Image, version 5.10

2 | © 2012 LexisNexis. All rights reserved.

CONCORDANCE® IMAGE INSTALLATION GUIDE

Table of Contents

Before installing Concordance® Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Installing Concordance Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Upgrading Concordance Image. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Converting imagebases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Installing Concordance Image Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Registry key locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Performing silent installs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Setting Concordance Image as the default viewer . . . . . . . . . . . . . . . . . . . . . 28

No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording or by any information storage or retrieval system, without permission.

While the information contained herein is believed to be accurate, this work is provided “as is,” without warranty of any kind. The information contained in this work does not constitute, and is not intended as, legal advice.

Concordance Image Version: 5.10 Concordance Release Date: February 13, 2012

LexisNexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. Concordance is a registered trademark, and FYI and FYI Reviewer are trademarks of LexisNexis, a division of Reed Elsevier Inc.

Other products or services may be trademarks or registered trademarks of their respective companies. © 2012 LexisNexis. All rights reserved. BLT00266-0 0512


| 3© 2012 LexisNexis. All rights reserved.

Before installing Concordance® ImageBefore installation, be sure to review the following information about Concordance Image installation changes and imagebase compatibilities.

Installation Changes for Version 5.x n Concordance Image version 5.x installs to a new default folder, …\LexisNexis\Concordance Image 5. n Concordance Image version 5.05 installs application data to a new default folder and creates a shortcut

on your desktop: C:\Documents and Settings \All Users\Application Data\LexisNexis\Concordance Image 5 (Windows® XP) or

C:\Program Data\LexisNexis\Concordance Image 5 (Windows 7) n Concordance Image has a new entry, Concordance Image 5, in the Add or Remove Programs dialog box. n Concordance Image has new locations for the registry keys. For more information about the registry key locations, see Registry key locations.

These changes allow Opticon™ version 3.x, Concordance Image version 4.x and Concordance Image version 5.x to coexist on the same computer.

Imagebase CompatibilityYou can convert imagebases to the current Concordance Image version from the Imagebase tab in the Imagebase Management dialog box. For more information, see Converting imagebases.

Specific Concordance database and Concordance Image imagebase versions are compatible with specific versions of the Concordance and Concordance Image software. The following list contains the compatible Concordance database and Concordance Image imagebase version pairings. Under each database and imagebase pair are the Concordance and Concordance Image software versions that can be used with the database and imagebase pair.

Database version 8 / Imagebase version 3 n Concordance 8.x n Concordance 2007 versions 9.0, 9.1, 9.2, 9.3 n Opticon 3.x n Concordance Image 4.0, 4.1

Database version 9 / Imagebase version 4 n Concordance 2007 versions 9.5x n Concordance Image 4.5x

Database version 10 / Imagebase version 5 n Concordance 10.x n Concordance Image 5.x

Concordance version 10.x databases and Concordance Image version 5.x imagebases are not compatible with Concordance FYI Server version 3.53 or earlier or with FYI Reviewer™ version 3.55 or earlier. Concordance 10.x databases and Concordance Image 5.x imagebases are compatible with FYI Server and FYI Reviewer versions 4.x or later.



Installing Concordance ImageThe version of Concordance Image that is typically installed on your shared server is Concordance Image Server. To install it, you must run the Concordance_Image_<version#>_Install.exe file from the server.

LexisNexis offers an evaluation version of Concordance Image Server. The evaluation version of Concordance Image Server is the same software as the full version, except the evaluation version has a 30-day limit. The evaluation version can be installed on your shared server. The installation process is similar to the corresponding process for the full version, but the serial number and activation code are not entered.

When you order a full version of Concordance Image, you receive a serial number and activation code, which you can use to convert the evaluation version to the full version of the software. You will not need to re-install the software.

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If you are installing the latest version of Concordance Image and have Concordance Image version 5.04 or earlier installed, you must uninstall the older version before proceeding with the installation to ensure that the application files are accessible to Concordance Image.

The default install directory for the application data files is: C:\Documents and Settings\All Users\Application Data\LexisNexis\Concordance Image [version #] (Windows XP) or C:\Program Data\LexisNexis\Concordance Image [version #] (Windows 7)

Make sure that you regularly back up your server data and you strongly caution users to regularly back up their data on the workstations. Do not install Concordance Image Server or Concordance Image Workstation unless server data and workstation data have been backed up.

Do not perform live backups if you are using backup software that locks files, even briefly. This has been known to cause database file read/write functions to fail and can cause file synchronization or corruption issues. Check with your IT group and/or backup solution provider to verify that no file locking occurs before scheduling any backups on Concordance, Concordance Image and FYI™ files that are in use.

Be aware that anti-virus, firewall and backup software can often interfere with network traffic and the locking of files and, in effect, could cause Concordance, Concordance Image and FYI Server software to crash.

To install the full version of Concordance Image Server:1. Run Concordance_Image_5_Install.exe directly on the shared server.


2. The Welcome dialog box appears. Click Next.



3. The Setup Type defaults to Install Concordance Image Application. Click Next.



5. To print the End-User License Agreement, click Print. To agree to the End-User License Agreement, click Yes.

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4. Enter the serial number and activation code you received when you ordered Concordance Image to activate Concordance Image, and click Next.

If you want to order new Concordance Image licenses, or cannot find your Concordance Image serial number and activation code, contact Concordance Support at 866-495-2397 or email [email protected].

If you do not wish to activate Concordance Image at this time, click Skip Activation and click Next. An evaluation version of Concordance Image will be installed. For more information, see To install the evaluation version of Concordance Image Server.

Concordance Image can be activated later from the Activate Concordance Image command on the Help menu. For more information, see To activate Concordance Image.

mailto:[email protected]



6. The default folder for Concordance Image is C:\Program Files\LexisNexis\Concordance Image <version #>. To change the destination location, click Browse and choose a different folder. For example, J:\LexisNexis\Concordance Image 5. Click Next.

The default location for application data files is: C:\Documents and Settings\All Users\Application Data\LexisNexis\Concordance Image [version #] (Windows XP) or C:\Program Data\LexisNexis\Concordance Image [version #] (Windows 7)

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7. To start the installation, click Next.



The installation wizard installs the Concordance Image files.

8. Click Finish.

Concordance Image is now installed and can be accessed from your program folder or from the shortcut icon on your desktop.



To install the evaluation version of Concordance Image Server:

1. Run Concordance_Image_5_Install.exe directly on the shared server.

If you are installing Concordance Image v5.05 or newer and have an older version of Concordance Image 5.x already installed, you will be prompted to uninstall the older version before you can continue the installation process.


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3. The Setup Type defaults to Install Concordance Image Application. Click Next.



4. Click Skip Activation to install the evaluation version of Concordance Image.

Concordance Image can be activated later from the Activate Concordance Image command on the Help menu. For more details, see To activate Concordance Image.

To install the full version of Concordance Image, enter the serial number and activation code. For more details, see To install the full version of Concordance Image Server.

5. Click OK to acknowledge the You will have the opportunity to activate Concordance Image from the application menu bar: Help -> Activate message.

6. To print the Limited Use Trial License Agreement, click Print. To agree to the License Agreement, click Yes.



7. The default folder for Concordance Image is C:\Program Files\LexisNexis\Concordance Image <version #>. To change the destination location, click Browse and choose a different folder. For example, J:\LexisNexis\Concordance Image 5. Click Next.

The default location for application data files is: C:\Documents and Settings\All Users\Application Data\LexisNexis\Concordance Image [version #] (Windows XP) or C:\Program Data\LexisNexis\Concordance Image [version #] (Windows 7)

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The installation wizard installs the Concordance Image Evaluation version.

9. Click Finish.



The evaluation version of Concordance Image is now installed and can be accessed from your program folder or from the shortcut icon on your desktop.

To activate Concordance Image:An evaluation version of Concordance Image can be upgraded to a full version from the Activate Concordance Image command on the Help menu. You do not need to re-install the software.

1. Open the evaluation version of Concordance Image.

2. On the Help menu, click Activate Concordance Image.

3. Enter the serial number and activation code and click Activate.

To receive the serial number and activation code, call Concordance Support at 866-495-2397 or email [email protected].

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mailto:[email protected]



4. Click Accept to accept the End User License Agreement.

5. Click OK to acknowledge the “Activation successful. These changes will not take effect until you restart the application.” message.

6. Restart Concordance Image for these changes to take effect.



Upgrading Concordance ImageConcordance Image Server versions 3.x, 4.x and 5.x can coexist on the same computer. After installing a new version for the first time, upgrades to the same version, such as hotfixes, and upgrades to newer versions can be installed.

To install Concordance Image for the first time, see Installing Concordance Image.


The default install directory for the application data files is: C:\Documents and Settings\All Users\Application Data\LexisNexis\Concordance Image [version #] (Windows XP) or C:\Program Data\LexisNexis\Concordance Image [version #] (Windows 7)

Make sure that you regularly back up your server data and you strongly caution users to regularly back up their data on the workstations. Do not install Concordance Image Server or Concordance Image Workstation unless server data and workstation data have been backed up.

Do not perform live backups if you are using backup software that locks files, even briefly. This has been known to cause database read/write functions to fail and can cause file synchronization or corruption issues. Check with your IT group and/or backup solution provider to verify that no file locking occurs before scheduling any backups on Concordance, Concordance Image and FYI files that are in use.

Be aware that anti-virus, firewall and backup software can often interfere with network traffic and the locking of files and, in effect, could cause Concordance, Concordance Image and FYI Server software to crash.

To upgrade Concordance Image Server:1. Back up all data including databases, images and CPL programs.

2. Run Concordance_Image_5_Install.exe directly on the shared server.

If you are installing the latest version of Concordance Image and have Concordance Image v5.04 or earlier installed, you must uninstall the older version before proceeding with the installation to ensure that the application files are accessible to Concordance Image.

3. The Welcome dialog box appears. Upgrade or Repair is selected by default. Click Next.

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The installation wizard upgrades the Concordance Image files on the same server as the previous installation.

4. Click Finish.



Your upgrade of Concordance Image is now installed and can be accessed from your program folder or from the shortcut icon on your desktop.

Converting imagebasesIn Concordance Image, you can convert individual imagebases on the Imagebase tab in the Imagebase Management dialog box.

You can convert multiple Opticon version 3.x or Concordance Image 4.x imagebases at once using the BulkConvertImagebases_v10.00.cpl. For more information about the BulkConvertImagebases_v10.00.cpl, see About CPL Scripts on the Concordance Answer Center.

When you convert an imagebase, the imagebase is permanently converted to the current imagebase version.

The imagebase conversion is permanent and there is no process to convert back to the earlier version. Be sure to make a backup copy of the imagebase before performing the conversion.

For Concordance Image version 5, all imagebases need to be converted to version 5 or later. Earlier imagebase versions cannot be opened in Concordance Image version 5.x. Only Opticon version 2.x or 3.x imagebases, or Concordance Image version 4.x images can be converted to Concordance Image version 5.x.

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http://help.lexisnexis.com/litigation/ac/cn_classic/index.html?welcome.htm



To convert an imagebase to the current version:1. Before converting an imagebase, make a backup of all the imagebase files.

2. Open Concordance Image version 5.x.

3. On the Tools menu, click Imagebase Management to open an Opticon version 2.x or 3.x or Concordance Image 4.x imagebase.

Clicking Imagebase Management opens the Open dialog box. If you already have an imagebase open, the Imagebase Management dialog box opens. Click the Imagebase tab, and click the Open button to open the Open dialog box.

4. Navigate to and open the .dir file for the imagebase.

Clicking the Open button opens the imagebase in the Imagebase Management dialog box.

5. Click the Imagebase tab.

The current version of the selected imagebase is displayed in the Version field.

6. Click the Convert to v5 button.

After the conversion is completed, the imagebase version displayed in the Version field changes to v5.

7. Click OK to close the Imagebase Management dialog box.



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Installing Concordance Image WorkstationConcordance Image Workstation is installed on individual workstations. It installs files that are necessary to run Concordance Image from the server and creates default registry settings on the workstation. The Concordance Image Workstation installation also creates a workstation desktop shortcut linked to the Concordance Image installation on your server.

If you are installing the latest version of Concordance Image and have Concordance Image 5.04 or earlier installed, you must uninstall the older version before proceeding with the installation to ensure that the application files are accessible to Concordance Image.

When performing workstation installs for Concordance Image version 5.05, you must share the application data folder, found at: C:\Documents and Settings\All Users\Application Data\LexisNexis\Concordance Image 5 (Windows XP) or C:\ProgramData\LexisNexis\Concordance Image 5 (Windows 7)for users to access Concordance Image data. This requirement is due to the way Microsoft® Windows 7 stores and accesses application data; various Concordance Image files need to be moved to allow the applications to function as expected.

Important: Only the folder listed above needs to be shared, not the entire Application Data tree.

The Concordance Image Workstation installation does not install Concordance_Image_<version#>.exe onto the workstation.

Make sure that you regularly back up your server data and you strongly caution users to regularly back up their workstation data. Do not install Concordance Image Server or Concordance Image Workstation unless server data and workstation data have been backed up.

To install Concordance Image Workstation:1. On the server, share the application data and installation folders.

2. Run Concordance_Image_<version#>_Install.exe directly on the workstation.

If you are installing the latest version of Concordance Image and have Concordance Image 5.04 or earlier installed, you must uninstall the older version before proceeding with the installation to ensure that the application files are accessible to Concordance Image.




4. In the Setup Type dialog box, select Create Shortcut to Concordance Image, and then click Next.

5. Browse to the network location where Concordance Image is installed, for example, \\Server\Program Files\LexisNexis\Concordance Image 5.



6. In the Choose Destination Location dialog box, browse to the network location where Concordance Image (ALLUSERSPROFILE) is stored, and then click Next. For example, \\Server\Program Data\LexisNexis\Concordance Image 5\.




8. Review the network directory information and click Next. The installation wizard installs the Concordance Image shortcut icon.

9. Click Finish.



A Concordance Image shortcut icon is now installed on the workstation desktop. This icon links to the Concordance Image server installation.

Registry key locationsConcordance Image version 5.x has new locations for registry keys. The registry settings are stored in the same places relative to the new key names.

Registry key locations for Concordance Image version 5.x are:HKEY_CURRENT_USER\Software\LexisNexis\Concordance Image 5 (32-bit) HKEY_LOCAL_MACHINE\SOFTWARE\LexisNexis\Concordance Image 5 (32-bit)HKEY_LOCAL_MACHINE\Software\Wow 6432Node\LexisNexis\Concordance Image 5\Settings (64-bit)

Registry key locations for Concordance Image version 4.x are:HKEY_CURRENT_USER\Software\LexisNexis\Concordance ImageHKEY_LOCAL_MACHINE\SOFTWARE\LexisNexis\Concordance Image

Registry key locations for Opticon version 3.x are:HKEY_CURRENT_USER\Software\Dataflight Software, Inc.\OpticonHKEY_LOCAL_MACHINE\Software\Dataflight\Opticon\3.0



Performing silent installsWhen you need to install and activate the full version of Concordance Image on numerous machines, you can save time by running silent installations of Concordance Image on each machine.

Silent installations use a setup.iss InstallShield® Silent response file to run an installation. Silent installations install applications without prompting you for input during the installation.

To install Concordance Image using a silent installation, you will first need to create a setup.iss file. This setup.iss file needs to be created only once. When you are creating the setup.iss file, you will be running a normal Concordance Image installation on a machine and will be recording each step and setting of the installation process for the setup.iss file. After the setup.iss file is created, this file can be used anytime you want to run a silent Concordance Image installation on a machine.

Please check to ensure you are not exceeding your License Agreement when you are creating the setup.iss file for installing Concordance Image. Enterprise Client Licenses are the only licenses that allow installing full Enterprise Network Licenses on multiple servers or workstations.

When upgrading to the latest version of Concordance Image, you must uninstall the older version before proceeding with the installation.

To create a setup.iss file for installing Concordance Image:1. Click Start and then click Run.

2. Type cmd in the Open field and click OK to open the cmd.exe command prompt.

3. Do one of the following: n Type the path to the Concordance_Image_<version#>_Install.exe file followed by - r and press Enter.

For example: w:\concordance_image_<version#>_install.exe -r n Run the Concordance_Image_<version#>_Install.exe directly on the workstation and complete all of the

installation and activation steps.

When the installation is complete, the setup.iss file is created in the \WINDOWS subdirectory.

The setup.iss file contains a record of the actions you performed for each installation dialog box.

Best practice is to store the setup.iss, as well as the Concordance Image installation and license files, together in a network folder that you can access from each machine on which you will be running a silent install.

4. Create a network folder and add the following files to the folder: n setup.iss n Concordance_Image_<version#>_Install.exe n Concordance Image.license file

The Concordance Image.license file is located in the Concordance Image application data directory. The default directory is: C:\Documents and Settings \All Users\Application Data\LexisNexis\Concordance Image 5 (Windows XP) or C:\Program Data\LexisNexis\Concordance Image 5 (Windows 7). The Concordance Image.license file is a hidden file.

If you cannot see the file, you can change your options to show hidden files and folders. From the Tools menu, click Folder Options, and then click the View tab. In the Advanced Settings section, locate Hidden files and folders, and select Show hidden files and folders. Click OK to save the settings.

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To install Concordance Image using a setup.iss file:1. Click Start and then click Run.

2. Type cmd in the Open field and click OK to open the cmd.exe command prompt.

3. Type [path to the Concordance_Image_<version#>_Install.exe file] -s -f1[path to the setup.iss file] and press Enter to silently install Concordance Image.

For example: w:\concordance_image_<version#>_install.exe -s -f1w :\setup.iss

The -s parameter tells InstallShield that you are running a silent operation, and the -f1 parameter indicates where the setup.iss file is located. Note that there is a space between the -s and -f1 parameters, but there is no space between -f1 and the path to the setup.iss file.

Silent installation programs do not display error or status messages, such as “Setup is now complete,” during the installation. By default, silent installation status and error information is recorded in the setup.log file. The setup.log file is automatically created in the same directory where the setup.iss file is located.

If the setup completes, the setup.log file should contain the following information:

[InstallShield Silent] Version=v7.00File=Log File [ResponseResult] ResultCode=0 [Application]Name=Concordance Image <version#> Version=xx.xx.xx.xx Company=LexisNexisLang=0009|

Result codes indicate whether an installation was successful or there were errors during the installation. A 0 (zero) in the ResultCode field indicates the installation was successful.

For more information about the setup.log file, including a list of result codes and their definitions, see the “Checking for Errors Using the Setup.log File” Help topic on the following website: http://helpnet.flexerasoftware.com/installshield18helplib/HelpLib.htm

In the Ask a Question field, enter setup.log to view the Help topic.

4. After Concordance Image is installed, add a copy of the Concordance Image.license file to the directory where the Concordance Image.exe file was installed.

The default directory is: C:\Documents and Settings\All Users\Application Data\LexisNexis\Concordance Image 5 (Windows XP)

or C:\Program Data\LexisNexis\Concordance Image 5 (Windows 7)

http://helpnet.flexerasoftware.com/installshield18helplib/HelpLib.htm



Setting Concordance Image as the default viewer1. Do one of the following: n On the Tools menu, click Preferences. n On the Standard toolbar, click the Tools button, and then click Preferences.

2. Click the Viewer tab.

3. In the Apply user settings to field, click Current user (UserName) or All users.

4. In the Apply database settings to field, click Current database (database name) or All databases.

If you click a specific database, the viewer setting applies to all users that access the database. If you click All databases, the viewer settings apply to only the current user for all databases.

5. In the Viewer pull-down list, click Concordance Image (Opticon).

6. In the Application path field, enter the file path or click the browse button and locate the Concordance Image.exe file.

7. Click OK to save your changes.

8. When prompted that you need to restart Concordance to apply the changes, click OK.

9. Restart Concordance.

If nothing happens when you click on the View Image button, verify that viewer settings are pointing to the appropriate viewer and are not unintentionally different for individual databases.

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Index

- A -activate Concordance Image, 15

- C -Concordance Image installing, 4 upgrading, 17converting imagebases, 19

- I -imagebases converting, 19 version compatibility, 3 installing Concordance Image, 4 Concordance Image Workstation, 21 converting imagebases, 19 imagebase version compatibility, 3 installation changes Concordance Image, 3 preinstallation, 3 silent installs—Concordance Image, 26

- R -registry keys Concordance Image, 25

- S -silent installs Concordance Image, 26

- U -upgrading Concordance Image, 17

- W -workstations installing Concordance Image, 21