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Set Up PDF Converter

How you set up PDF Converter depends on whether your PolicyTech site is hosted by NAVEX Global or is installed on your organization's premises.

Prerequisites

Complete the following steps before installing PDF Converter.

Obtain or Reuse a Neevia Document Converter Pro Serial Number

PolicyTech uses a third-party application—Neevia Document Converter Pro—to convert Word documents to PDF. You'll be downloading and installing Document Converter Pro in a later step, at which time you'll be prompted for a serial number to activate the application.

If you're newly adding PDF Converter to an existing PolicyTech site, contact Client Support at 888-359-8123 (toll-free in the U.S. and Canada) or 208-359-8123 to obtain a Document Converter Pro serial number.

If you're reinstalling PolicyTech, use the serial number from the previous Document Converter Pro installation. If you don't know that serial number, contact Client Support at one of the numbers listed above to retrieve it.

Create a Local Administrator Account

On the computer where PDF Converter will be installed (usually the server where the PolicyTech website is installed), you need to create an administrator user account that will be used by PDF Converter.

Note: PDF Converter should not be installed on a server that is an Active Directory domain controller.

  1. Log in to the computer as an administrator.
  2. Click Start, and then click Control Panel.
  3. In the search box, type user accounts, and then click Give other users access to this computer.
  4. Click the Advanced tab, and then click Advanced.

  1. In the left panel, right-click Users, and then click New User.

  1. Type a user name, such as pdfconverter.
  2. Type a password, and then, for Confirm Password, type it again.
  3. Make note of the user name and password.
  4. Click to clear the User must change password at next logon check box.
  5. Select the Password never expires check box.

  1. Click Create, and then click Close.
  2. In the middle panel, right-click the user you just added, and then click Properties.

  1. Click the Member Of tab, and then click Add.

  1. The From this location box is auto-filled with the computer name. For Enter the object names to select, type administrators, and then click Check Names. What you typed should be verified and display as [computer name]\Administrators.
  2. Click OK twice.

Install and Activate Microsoft® Word

PDF Converter requires access to a working copy of Word 2007 or later on the computer where PDF Converter is installed.

  1. Install Word.
  2. Log off from Windows®, and then log on as the new user you created for PDF Converter.
  3. Start Word and follow the prompts to activate and configure Word for use by the PDF Converter user.

Copy the Neevia "configs" Folder

If you're reinstalling Document Converter Pro, you can avoid having to enter configuration settings for your new installation by copying the configs folder from your previous Document Converter Pro directory structure to the desktop or other easily accessible file system location.

The default folder path is C:\Program Files (x86)\neevia.com\docConverterPro\configs for a 64-bit (x64) operating system or C:\Program Files\neevia.com\docConverterPro\configs for a 32-bit (x86) operating system.

After completing the new installation, you can then copy the previous configs folder into the new Document Converter Pro file structure to restore configuration settings.

Uninstall the Previous Document Converter Pro Version

If you are upgrading to a newer Document Converter Pro version, you need to uninstall the current version using the Windows Uninstall or change a program utility before installing the newer version.

Install Document Converter Pro

  1. While still logged in as the PDF Converter user, click the following link to download PDF Converter:

Neevia Document Converter Pro 6.7

Important: A Document Converter Pro serial number is tied to a specific version of the application. If you're reusing a serial number, you may need an earlier Document Converter Pro version , which you can download from the Client Resource Center. If you're not sure which version you need, contact Client Support at 888-359-8123 (toll-free in the U.S. and Canada) or 208-359-8123.

  1. Run the downloaded file as an administrator and follow the prompts.
  2. When you see the Product Registration window, type your company name and the serial number you received from Client Support, and then follow the prompts to complete the installation.

Configure Document Converter Pro

Important: If you are reinstalling Document Converter Pro and saved a copy of the configs folder from the previous installation, you can copy the configs folder into the directory structure of the new installation now, replacing the existing folder and its contents, and skip the remainder of this section.

  1. On the desktop or in the Start menu, right-click Document Converter Pro, click Run as administrator, and then, at the User Account Control prompt, click Yes.

Part of the configuration process is designating a folder in the PolicyTech directory structure where Document Converter Pro will scan for document files it needs to convert and designating another folder where the finished PDF files will be placed. Document Converter Pro also needs to know where you want error logs stored.

  1. Click Settings, click Folders, and then click Add Folder.

  1. Click the button next to the Folder to scan box, find and click the following folder, and then click OK.

[drive]:\[path to installation folder]\Policy Technologies\Policy Manager\data\docs\inpdf\

  1. Click the button next to the Destination (Output) folder box, find and click the following folder, and then click OK.

[drive]:\[path to installation folder]\Policy Technologies\Policy Manager\data\docs\webdocs\

  1. The error folder is not automatically created when installing PolicyTech. Copy the Destination (Output) folder path, paste it into the Error folder box, and then change webdocs to errors so that it looks like the path below. (The errors folder will be added when you run the Document Converter Pro service.)

[drive]:\[path to installation folder]\Policy Technologies\Policy Manager\data\docs\errors\

Because the PolicyTech document copies are no longer needed after PDF versions of those documents have been created, leave the Folder for original files box blank.

  1. Click Apply, and then click Yes to confirm that you want PolicyTech document copies deleted once they've been processed.
  2. Close the Input Folder(s) window.
  3. Click Settings, and then click Advanced Settings.
  4. Select the Launch as Windows service check box, and then click configure.

  1. For Log On As account, click Browse, click the local user you created for PDF Converter, and then click Select.
  2. For Password and Confirm Password, type the user's password, and then click OK twice.

  1. Close the Neevia Document Converter Pro window.

Start Document Converter Pro Service

  1. Open Services (found in Windows Administrative Tools).
  2. Right-click DCStart, and then click Start.

Activate PDF Converter

  1. In PolicyTech, click PREFERENCES, click System / IT Settings, and then click Module Manager.

  1. Select the PDF Converter check box, and then click Save.
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