PCC for SharePoint 2013

PCC for SharePoint 2013 1 Prizm Content Connect for SharePoint 2013 Version 2.1 Updated 10/7/2015 ©2015. Accusoft Corporation. All Rights Reserved...
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PCC for SharePoint 2013 1

Prizm Content Connect for SharePoint 2013

Version 2.1

Updated 10/7/2015

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013

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Table of Contents 1.

Prizm Content Connect for SharePoint 2013

1

2.

Prizm Content Connect (PCC) for SharePoint 2013

4-5

3.

About PCC for SharePoint 2013

6-7

3.1.

Features Overview

8-10

3.2.

Product Architecture Overview

11

3.3.

File Formats Supported

12-14

3.4.

Legal

15

3.4.1. Accusoft Corporation Copyrights & Trademarks

16-18

3.4.2. Third-Party Attributions

19

3.4.3. Software License Agreement

20-23

3.5. 4.

Contacting Accusoft Support Installing and Configuring PCC for SharePoint

24 25

4.1.

Upgrading from Previous Versions

26

4.2.

Dependencies & Requirements

27-28

4.3.

Setting up PCC WOPI Client

29-30

4.4.

Setting up PCC for SharePoint

31

4.5.

Removing the PCC for SharePoint Solution

32

4.6.

Release Notes for v2.1

33

Using PCC for SharePoint

34

5. 5.1.

Configuring Prizm Viewer Permissions

35-36

5.2.

Modifying Available File Types

37

5.3.

Previewing Office Formats with Office Web Apps

38

5.4.

Using Redaction Reasons and Predefined Search

39

5.5.

Using Advanced Search

40

©2015. Accusoft Corporation. All Rights Reserved.

PCC for SharePoint 2013 5.6.

Using the PCC Viewer

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013 2

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Prizm Content Connect (PCC) for SharePoint 2013 Welcome About PCC for SharePoint 2013 Features Overview Product Architecture Overview File Formats Supported Legal Accusoft Corporation Copyrights & Trademarks Third-Party Attributions Software License Agreement Contacting Accusoft Support Installation Installing and Configuring PCC for SharePoint Upgrading from Previous Versions Dependencies & Requirements Setting up PCC WOPI Client Setting up PCC for SharePoint Removing the PCC for SharePoint Solution Release Notes for v2.1 Using PCC for SharePoint Using PCC for SharePoint Configuring Prizm Viewer Permissions Modifying Available File Types Previewing Office Formats with Office Web Apps Using Redaction Reasons and Predefined Search Using Advanced Search Using the PCC Viewer Additional Resources PCC for SharePoint Resources Customer Support Provide Feedback Email us

©2015. Accusoft Corporation. All Rights Reserved.

PCC for SharePoint 2013

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013 3

About PCC for SharePoint 2013

Our responsive HTML5 document viewer easily integrates into your SharePoint 2013 application allowing you to display all major file formats right within the browser — no downloading required. The SharePoint document viewer can be used with either our on-premise Prizm Content Connect document viewer platform or our hosted Accusoft Cloud Services SaaS document viewer solution. The SharePoint document viewer provides a wide array of document viewing and management tools that include: Advanced Search Full text search Case-sensitive search Match exact word or phrase Wildcard searches Redactions Remove sensitive data securely from documents Auto redact keywords or phrases E-Sign Electronic signature tools that allow you to digitally sign a document directly in the browser The signature is a vector-based and securely burned into the document like a redaction Document Viewing Tools Zoom and Magnify Thumbnails Rotate pages or entire document Full screen viewing Mobile document viewing The SharePoint document viewer supports Microsoft Office documents (Word, Excel, and PowerPoint), PDF, CAD EML, PNG, JPG, JPEG, GIF, TIF and all other major file formats. Enhance your SharePoint document workflow by integrating our advanced search within documents such as customer contracts and purchase orders. Redact sensitive information from documents. Sign documents right in the web browser to streamline your workflow. This section provides information about the following: Features Overview Product Architecture Overview File Formats Supported Legal Accusoft Corporation Copyrights & Trademarks Third-Party Attributions Software License Agreement Contacting Accusoft Support

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013

Version 2.1 10/7/2015

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013 3.1 Features Overview This topic provides an overview of the Prizm Content Connect for SharePoint 2013 features: Native SharePoint Viewer Integration Interactive Preview Prevent File Download Integrated with Office Web Apps Redact, E-Sign, and Download PDF Rendition Customize Viewer Functionality with SharePoint Permissions Customize which File Formats to Associate with the PCC Viewer

Native SharePoint Viewer Integration Accusoft allows SharePoint to view dozens of document and image file types. Prizm Content Connect (PCC) for SharePoint 2013 integrates with Microsoft’s Web Application Open Protocol Interface (MS-WOPI) to provide a native viewing experience. Clicking a document link, or clicking View in Browser opens a document or image in the PCC viewer. PCC for SharePoint delivers individual pages to the browser on-demand. The viewer is compatible with any HTML5 browser, and responds dynamically to browser size and orientation.

Interactive Preview SharePoint’s native "file callout" (below) renders a scrollable document preview.

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013

Prevent File Download With SharePoint out-of-the-box, when a user with "View Only" permission clicks on a non-Microsoft file format, SharePoint downloads the file to the user's desktop. With PCC for SharePoint, "View Only" users cannot download files within SharePoint.

Integrated with Office Web Apps PCC for SharePoint can be configured to view Office documents in the PCC viewer, and edit in Office Web Apps, or configured to view and edit in Office Web apps, and only view non-Microsoft formats in the PCC viewer.

Redact, E-Sign, and Download PDF Rendition PCC for SharePoint allows you to redact sensitive text, redact entire pages, add text and highlights, and sign and download the PDF rendition to your desktop. PCC provides a higher level of document security, as redacted text isn't just hidden; it is completely removed.

Customize Viewer Functionality with SharePoint Permissions

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PCC for SharePoint 2013 Viewer functionality is turned on using standard SharePoint administration to grant users and groups custom viewer permissions. The following individual permissions can be combined and granted to users and groups to only expose the relevant features. Copy to Clipboard Print Download original document or PDF rendition View controls (e.g., zoom, rotate, page thumbnails) Search controls Advanced search options Redact controls E-Sign controls

Customize which File Formats to Associate with the PCC Viewer PCC for SharePoint can be customized to View or Preview the file formats you select.

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013 3.2 Product Architecture Overview

PCC WOPI Client is an IIS web application that supports SharePoint integration via the MS-WOPI protocol. This component provides an interface between SharePoint and PCC or ACS imaging services. This enables the following capabilities with SharePoint: document viewing, interactive preview, viewer permissions, and document conversion. The PCC for SharePoint architecture leverages native SharePoint permissions when accessing documents. For example, if a user or group has 'View Only' permission, they will be unable to download a document from SharePoint. If a user or group has permission to 'Edit Items', e.g., 'Contribute' permission level, then user will also be able to edit and download. In addition to native SharePoint permissions, PCC for SharePoint provides custom permissions to restrict viewer features. Site and library admins use native SharePoint administration interfaces to grant viewer permissions to users and groups. PCC for SharePoint can be configured to view Office documents in the PCC viewer, and edit in Office Web Apps, or configured to view and edit in Office Web apps, and only view non-Microsoft formats in the PCC viewer.

Prizm Content Connect or Accusoft Cloud Services Viewer The PCC-WOPI Client allows you to integrate SharePoint with an installed, on-premise viewer (PCC) or a cloud-based viewer (ACS): Prizm Content Connect (PCC) is a standalone, on-premise product that exposes a set of web services (Prizm Content Connect Imaging Services or PCCIS). Prizm Content Connect must be installed within your organization in addition to the PCC for SharePoint installation. Accusoft Cloud Services (ACS) is a suite of cloud-based APIs that provide your applications access to advanced document viewing, image compression, document conversion, and more.

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013 3.3 File Formats Supported Prizm Content Connect for SharePoint 2013 supports the following file formats: Format

Description

BMP

Microsoft Windows Bitmap

CAL

Continuous Acquisition and Life-cycle Support Raster Format

CFB_DOC95

Microsoft Office Word Format

CFB_DOC97

Microsoft Office Word Format

CFB_MSG

Microsoft Outlook Item format

CFB_PPT95

Microsoft Office PowerPoint Format

CFB_PPT97

Microsoft Office PowerPoint Format

CFB_XLS95

Microsoft Office Excel Format

CFB_XLS97

Microsoft Office Excel Format

CUR

Windows Cursor

DCX

ZSoft Paintbrush DCX

DGN

MicroStation Drawing

DICOM

Digital Imaging & Communication in Medicine

DWF

Design Web Format

DWG

AutoDesk AutoCAD

DXF

AutoDesk AutoCAD

GIF

Graphics Interchange Format

HTML

HyperText Markup Language file format

ICO

Icon Resource

IMG

Xerox 9700 graphic image

JPG

JPEG File Interchange Format

NCR

NCR Image

OFFICEOPENXML_DOCM

Microsoft Office OpenXML Word with macro Format

OFFICEOPENXML_DOCX

Microsoft Office OpenXML Word Format

OFFICEOPENXML_DOTM

Microsoft Office OpenXML Word Template with macro Format

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PCC for SharePoint 2013 OFFICEOPENXML_DOTX

Microsoft Office OpenXML Word Template Format

OFFICEOPENXML_POTM

Microsoft Office OpenXML PowerPoint Template with macro Format

OFFICEOPENXML_POTX

Microsoft Office OpenXML PowerPoint Template Format

OFFICEOPENXML_PPSM

Microsoft Office OpenXML PowerPoint Slide Show with macro Format

OFFICEOPENXML_PPSX

Microsoft Office OpenXML PowerPoint Slide Show Format

OFFICEOPENXML_PPTM

Microsoft Office OpenXML PowerPoint with macro Format

OFFICEOPENXML_PPTX

Microsoft Office OpenXML PowerPoint Format

OFFICEOPENXML_XLSM

Microsoft Office OpenXML Excel with macro Format

OFFICEOPENXML_XLSX

Microsoft Office OpenXML Excel Format

OFFICEOPENXML_XLTM

Microsoft Office OpenXML Excel Template with macro Format

OFFICEOPENXML_XLTX

Microsoft Office OpenXML Excel Template Format

OPENDOCUMENT_FODG

OpenDocument Draw (Drawing (FODG) flat file format

OPENDOCUMENT_FODP

OpenDocument Impress Presentation (FODP) flat file format

OPENDOCUMENT_FODS

OpenDocument Calc Spreadsheet (FODS) flat file format.

OPENDOCUMENT_FODT

OpenDocument Writer Text Document (FODT) flat file format.

OPENDOCUMENT_ODF

OpenDocument Math Formula (ODF) file format

OPENDOCUMENT_ODG

OpenDocument Draw (Drawing (ODG) file format

OPENDOCUMENT_ODP

OpenDocument Impress Presentation (ODP) file format

OPENDOCUMENT_ODS

OpenDocument Calc Spreadsheet (ODS) file format

OPENDOCUMENT_ODT

OpenDocument Writer Text Document (ODT) flat file format.

OPENDOCUMENT_OTG

OpenDocument Draw Drawing Template (OTG) file format

OPENDOCUMENT_OTP

OpenDocument Impress Presentation Template (OTP) file format

OPENDOCUMENT_OTS

OpenDocument Calc Spreadsheet Template (OTS) file format

OPENDOCUMENT_OTT

OpenDocument Writer Text Document Template (OTT) file format

PBM

Portable Bitmap, Portable Graymap, Portable Pixmap

PCD

Kodak Photo CD

PCT

Macintosh Metafile

PCX

ZSoft Paintbrush PCX

PDF

Adobe Portable Document Format

PNG

Portable Network Graphics

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PCC for SharePoint 2013 PSB

Adobe Photoshop

PSD

Adobe Photoshop

RAS

Sun Raster Data Format

RTF

Rich Text Format

SCT

Scitex Color Tone Image

SGI

Silicon Graphics Image

TGA

Truevision Targa

TIF

Tagged Image File Format

WBMP

Wireless Bit-Map

WMF

Windows Metafile (Windows only)

WPG

WordPerfect Graphics Metafile

XBM

X BitMap

XHTML

Extensible Hypertext Markup Language file format

XWD

X Window Dump

These formats are supported for conversion, but not detection due to weakly formed headers. Extensions are still required for proper conversions. CSV

Comma-Separated Values Format

CUT

Dr. Halo Bitmap Image

DICOM

Digital Imaging & Communication in Medicine

EML

Outlook Express Email Format

HTML

HyperText Markup Language file format

TXT

Text file

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013 3.4 Legal This section provides the following legal documentation: Accusoft Corporation Copyrights & Trademarks Third-Party Attributions Software License Agreement

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013 3.4.1 Accusoft Corporation Copyrights & Trademarks ©1996-2015 Accusoft Corporation. All rights reserved. Information in this document is subject to change without notice. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Accusoft® Corporation. This manual and the software described in it are both products of the USA. Accusoft Corporation 4001 North Riverside Drive Tampa, FL 33603 Sales: 813-875-7575 www.accusoft.com

Accusoft Trademarks The following are trademarks (™) or registered marks (®) of Accusoft Corporation: Accusoft® Accusoft Logo™ Accusoft Pegasus Logo™ Accusoft® Barcode Scanner™ Accusoft® Cloud Services Adeptol® AIMTools™ Barcode Xpress™ Barcode Xpress Mobile™ CapturePro™ Cram™ Digital Mark Recognition® (DMR) edocr™ FolderBots™ FormAssist™ FormDirector™ FormFix™ FormSuite™ FormSuite™ for Invoices ImageGear® for .NET ImageGear® for .NET Compact Framework ImageGear® for Silverlight ImageGear® for Java ImageGear® Medical ImageGear® Professional

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013 ImageGear® ImageTransport MD™ Image Detergent™ ImagXpress® ISIS® Xpress™ ISIS is a registered trademark of EMC Corporation ISIS Xpress is a trademark of Accusoft Corporation MICR Xpress™ NetVue™ NotateXpress™ PDF Xpress™ Pegasus® PICTools™ PICTools™ Document PICTools™ Fingerprint PICTools™ Medical PICTools™ Photo PICVideo™ M-JPEG Codec PrintPRO™ Prizm® Prizm® Content Connect™ Prizm® Content Connect™ for SharePoint Prizm® Content Connect™ for Documentum Prizm® Document Converter™ Prizm® Viewer™ Prizm® ActiveX Viewer™ Prizm® Cloud™ Prizm® Share™ Prizm® Image™ Prizm® Capture™ ScanFix® Xpress™ SmartZone™ The JPEG Wizard™ ThinPic™ ThumbnailXpress™ TwainPRO™ USB Scanner™ USB Scanner SDK™ Accusoft Corporation and/or its agents use these marks and brand names in connection with its goods and/or services, in the United States and other countries. Microsoft, Internet Explorer, Microsoft.NET, Silverlight, Visual Basic, Visual Studio, and Visual Studio.NET are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013 Itanium is a registered trademark of Intel Corporation in the United States and other countries. All other product and brand names are the property of their respective owners.

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013 3.4.2 Third-Party Attributions The following third-party software may be used or distributed with permission: NLog Copyright © 2004-2015 Jaroslaw Kowalski Download: http://nlog-project.org/download/ License: /licenses/NLog/LICENSE.txt Windows Installer XML (Wix) toolset Copyright © 2004, Outercurve Foundation Download: http://wixtoolset.org/releases/v3.7.1015.0 License: http://opensource.org/licenses/ms-rl The above list contains the third-party attributions for the PCC for SharePoint integration. Click here for a complete list of third-party attributions for Prizm Content Connect.

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PCC for SharePoint 2013 3.4.3 Software License Agreement ACCUSOFT CORPORATION PRIZM CONTENT CONNECT for SHAREPOINT ‘SHRINK-WRAP’ LICENSE AGREEMENT PLEASE READ THE FOLLOWING LICENSE AGREEMENT (“AGREEMENT”) WHICH GOVERNS YOUR RIGHT TO USE OF PRIZM CONTENT CONNECT (“PROGRAM”). YOU MUST ACCEPT THESE TERMS BEFORE YOU ARE ALLOWED TO INSTALL THE PROGRAM. YOU EXPRESSLY AGREE THAT YOU HAVE THE AUTHORITY TO CONTRACTUALLY BIND THE ORGANIZATION OR ENTITY YOU REPRESENT (“LICENSEE”) TO BE BOUND BY THESE TERMS. BY CHECKING THE “I ACCEPT THE TERMS IN THE LICENSE AGREEMENT” CHECKBOX AND CONTINUING WITH THE INSTALLATION BY PUSHING THE “NEXT” BUTTON, YOU AND LICENSEE AGREE TO BE BOUND BY THIS AGREEMENT. 1. Background. Accusoft Corporation, a Florida corporation (“Accusoft”) is the owner of all right, title, and interest in the software system known as Prizm Content Connect (“Program”). LICENSEE desires to receive and use a copy of Program under the terms and conditions stated herein, for the sole purpose of evaluating the Program (the “Purpose”), and not for any commercial usage, or LICENSEE has purchased license codes from Accusoft and has either, entered into a separate license agreement with Accusoft governing LICENSEE’s other use of Program, or LICENSEE has received, acknowledges and accepts the terms of a license certificate associated with LICENSEE’s purchase of license codes and governing LICENSEE’s other use of Program. 2.

Evaluation Mode and Licensed Mode Default Installation - Evaluation Mode (or Trial Licensing) The Program installation installs Program in Evaluation Mode. This allows you to test all Program features and functions. Images may be displayed with a watermark on them and occasionally dialogs may be posted reminding you that Program is in evaluation mode. Printed, exported and e-mailed images may also display a watermark. This Evaluation Mode license expires after 30 days at which time Program will cease operating. If your evaluation is not complete at that time, please contact [email protected] to see if your Evaluation Mode license time can be extended. Changing from Evaluation Mode to Licensed Mode License codes may be purchased at www.accusoft.com or through [email protected]. Once purchased, license codes will be sent to the purchaser via e-mail. Detailed licensing instructions are provided in the email you will receive. LICENSEE’s rights as to the number of installations and scope and term of use are governed by solely by the amount purchased and LICENSEE is required to purchase the appropriate number of installation licenses PRIOR TO SUCH INSTALLATIONS or obtain a separate written and fully executed license agreement prior to deploying applications which include PROGRAM.

Accusoft software applications, including Program, are limited to use on a single computer. No runtimes or copies may be installed or distributed unless that installation or distribution is granted by a direct license from Accusoft. These 'license agreements' provide the terms and limits of number of copies and usage. All prospective customers have every opportunity to evaluate Accusoft's products including Program prior to purchasing. Accusoft fully supports and warrants its code and its pricing of Program reflects those support and warranty costs. 3. Evaluation Mode Limited License. In Evaluation Mode, Accusoft grants to LICENSEE only a limited, nontransferable, nonexclusive and non-assignable license to evaluate the Program on a single computer for a thirty (30) day period and as may be extended by Accusoft on LICENSEE’s request (“Term”) beginning on the date of

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PCC for SharePoint 2013 download of the Program, for the sole purpose of evaluating the Program (the “Purpose”), and not for any commercial usage. For clarity, LICENSEE may only install and use the Program on a single computer, and may only use it in an internal testing or proof-of-concept environment. LICENSEE IS NOT PERMITTED TO INSTALL AND USE THE PROGRAM IN A PRODUCTION ENVIRONMENT. Either party may terminate this Agreement for convenience prior to the end of the Term on one day’s written notice (email notice is acceptable) to the other party. LICENSEE shall have no right to, and shall not assign this Agreement whether by transfer, assignment, merger or otherwise. 4. Commercial License. License codes may be purchased at www.accusoft.com or through [email protected]. If a separate license agreement is entered into between Accusoft and LICENSEE at that time, then the terms of that agreement and the Term of that agreement shall govern if different from the terms and Term of this AGREEMENT. If a separate license agreement is not entered into at that time, then LICENSEE will receive a license certificate with the license codes. That license certificate governs LICENSEE’s rights as to use, copying, and distribution. The terms of that license certificate and the Term of that license certificate shall govern if different from the terms and Term of this AGREEMENT. 5. Error and Usage Reporting. LICENSEE acknowledges that Program includes an Error and Usage Reporting mechanism that may automatically exchange error and usage information with an Accusoft server or servers over the Internet when a connection to the Internet is available. 6. Ownership. LICENSEE acknowledges and agrees that Accusoft owns all right, title and interest in the Program, in all forms, including without limitation any and all worldwide proprietary rights therein, including but not limited to trademarks, copyrights, patent rights, patent continuations, trade secrets and confidential information. 7. Restrictions and Reservations. All rights and licenses not expressly granted to LICENSEE are reserved to Accusoft. LICENSEE shall not disassemble, decompile, decrypt or reverse engineer (except reverse engineering for the purpose of debugging modifications made by LICENSEE to LGPL-licensed portions of the Program) the Program or in any manner attempt to discover or reproduce the source code or any other copyrightable aspect of the Program, or any portion thereof. With an Evaluation Mode Limited License: a. LICENSEE is strictly prohibited from reproducing, copying, marketing, selling, distributing, licensing, sublicensing, leasing, timesharing or renting the Program or any component thereof, and b. LICENSEE is strictly prohibited from any commercial use of the Program, and such actions are expressly prohibited, and c. LICENSEE is strictly prohibited from incorporating or including the Program or any component thereof, in whole or part, into or as part of any product or service of LICENSEE regardless of functionality of Program (or lack thereof) within or as part of such product or service, and d. LICENSEE is strictly prohibited from using the Program, directly or indirectly, in developing LICENSEE’s own product with, or including, similar functionality, and LICENSEE shall not make any copies of the Program for any purpose whatsoever. 8. Warranty Disclaimer. LICENSEE ACKNOWLEDGES AND AGREES THAT THE PROGRAM IS PROVIDED “AS IS.” Accusoft DISCLAIMS ANY AND ALL REPRESENTATIONS AND WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND AGAINST INFRINGEMENT. 9. Limitation of Liability. Accusoft shall have no liability to LICENSEE, LICENSEE affiliates, subsidiaries, shareholders, officers, directors, employees, representatives or any third party, whether in contract, tort, negligence or products liability, for any claim, loss or damage, including but not limited to, lost profits, loss of use, business interruption, lost data, lost files, or for any direct, indirect, special, incidental or consequential damages of any kind or nature whatsoever arising out of or in connection with use of or inability to use the Program, or the performance or operation of the Program, even if Accusoft has been advised of the possibility of such damages.

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PCC for SharePoint 2013 10. Indemnification by LICENSEE. LICENSEE SHALL INDEMNIFY, HOLD HARMLESS AND DEFEND ACCUSOFT FOR ANY LOSS, CLAIM, ACTION OR PROCEEDING that ARISES OR RESULTS FROM ANY ACTIONS OR OMISSIONS OF LICENSEE PERTAINING TO THE PRODUCT. 11. Termination. This Agreement and the limited license shall expire at midnight on the last day of the Term. This Agreement shall also terminate immediately upon LICENSEE’S breach of any provision of this Agreement. Upon expiration or termination of the Term or any other termination, LICENSEE shall have no license or rights whatsoever in or regarding the Program, shall immediately cease to use the Program, and shall uninstall the Program from LICENSEE’s and any other computers, and shall destroy all copies of the Program, unless LICENSEE has entered into a separate written license for the Program signed by an authorized representative of Accusoft. In the event of any termination for any reason all sections of this Agreement survive except Section 2. Limited License. 12. Confidentiality. LICENSEE acknowledges that the Program contains Accusoft know-how, confidential and trade secret information (“Proprietary Information”). LICENSEE agrees: (a) to hold the Proprietary Information in the strictest confidence, (b) not to, directly or indirectly, copy, reproduce, distribute, manufacture, duplicate, reveal, report, publish, disclose, cause to be disclosed, or otherwise transfer the Proprietary Information to any third party, (c) not to make use of the Proprietary Information other than for the Purpose, and (d) to disclose the Proprietary Information only to LICENSEE’s representatives requiring such material for effective performance of this Agreement and who have undertaken an obligation of confidentiality and limitation of use consistent with this Agreement. This obligation shall continue as long as allowed under applicable law. 13. Injunctive Relief. LICENSEE agrees that any violation or threat of violation of this Agreement will result in irreparable harm to Accusoft for which damages would be an inadequate remedy. Therefore, in addition to its rights and remedies available at law (including but not limited to the recovery of damages for breach of this Agreement), Accusoft shall be entitled to immediate injunctive relief to prevent any violation of Accusoft’s copyright, trademark, trade secret rights regarding the Program, or any violation of this Agreement, including, but not limited to, unauthorized use, copying, distribution or disclosure of or regarding the Program, as well as any other equitable relief as the court may deem proper under the circumstances. 14. Liquidated Damages. In the event LICENSEE other than as granted by this AGREEMENT and other than granted by a separate license agreement or license certificate (a) copies the Program, (b) uses the Program for any reason other than the Purpose, (c) installs or uses the program on more than a single computer, (d) incorporates or includes the Program or any component thereof, in whole or part, into or as part of any product or service of LICENSEE, or (e) otherwise violates or breaches this Agreement or separate license agreement or license certificate, LICENSEE agrees that Accusoft is entitled to obtain as liquidated damages and not as a penalty the then current published quantity one list price for each unlicensed copy of Program distributed, copied or installed other than as granted by this AGREEMENT or other agreement. THE LICENSEE EXPRESSLY AGREES THAT THE FOREGOING LIQUIDATED DAMAGES ARE NOT A PENALTY. 15. No Reduced Pricing. In any determination of Accusoft’s damages (whether liquidated damages or actual damages), or any determination of any licensing fees or royalties due Accusoft under this Agreement due to a breach by LICENSEE hereunder, LICENSEE shall not be entitled to any discounts (volume or otherwise) or reduced licensing fees or royalties. The foregoing sentence shall be applicable unless LICENSEE has negotiated and entered into a written, signed agreement with Accusoft for such reduced or discounted licensing fees or royalties and paid Accusoft such fees or royalties in advance of any: (a) distribution of the Program, (b) copying of the Program, or (c) incorporation or use of the Program in or pertaining to any product or service. Further, LICENSEE agrees that it shall not be entitled to reduced licensing fees or royalties when determining Accusoft’s damages due to any undertaking or activity by LICENSEE regarding the Program outside of or exceeding the scope of permission or Purpose of this Agreement, or LICENSEE’s actions otherwise in violation of this Agreement, other than as may be granted by a separate license agreement or license certificate. 16. Attorneys’ Fees and Costs. In the event of any lawsuit or other proceeding brought as a result of any actual or alleged breach of this Agreement, to enforce any provisions of this Agreement, or to enforce any intellectual property or other rights in or pertaining to the Program, the prevailing party shall be entitled to an award of its

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PCC for SharePoint 2013 reasonable attorneys’ fees and costs, including the costs of any expert witnesses, incurred at all levels of proceedings. 17. Governing Law. This Agreement shall be construed, governed and enforced in accordance with the laws of the State of Florida, without regard to any conflicts of laws rules. Any action related to or arising out of this Agreement will be filed brought solely in the state court sitting in Hillsborough County, Florida or in the federal courts in the Middle District of Florida, Tampa Division, and LICENSEE consents to the exclusive jurisdiction and venue of said courts. 18. Severability. If any provision of this Agreement is determined to be invalid by any court of final jurisdiction, then it shall be omitted and the remainder of the Agreement shall continue to be binding and enforceable. In addition, the Court is hereby authorized to enforce any provision of the Agreement that the Court otherwise deems unenforceable, to whatever lesser extent the Court deems reasonable and appropriate, rather than invalidating the entire provision. Without limiting the generality of the foregoing, LICENSEE expressly agrees that should LICENSEE be found to have breached the Agreement, under no circumstances shall LICENSEE be entitled to any volume or other discount, or reduced licensing fee or royalty in the determination of Accusoft’s damages, or otherwise in the determination of any licensing fee or royalty owed to Accusoft. 19. Government Rights. The Program and accompanying documentation have been developed at private expense and are sold commercially. They are provided under any U.S. government contracts or subcontracts with the most restricted and the most limited rights permitted by law and regulation. Whenever so permitted, the government and any intermediaries will obtain only those rights specified in Accusoft’s standard commercial license. Thus, the Program referenced herein, and the documentation provided by Accusoft hereunder, which are provided to any agency of the U.S. Government or U.S. Government contractor or subcontractor at any tier shall be subject to the maximum restrictions on use as permitted by FAR 52.227-19 (June 1987) or DFARS 227.7202-3(a) (Jan. 1, 2000) or successor regulations. Manufacturer is Accusoft Corporation, 4001 N. Riverside Drive Tampa, FL 33603. 20. Entire Agreement. This Agreement represents the entire understanding of the parties concerning the subject matter hereof and supersedes all prior communications and agreements, whether oral or written, relating to the subject matter of this Agreement. Only a writing signed by the parties may modify this Agreement. In the event of any modification in writing, of this Agreement, including an expanded license agreement, all sections of this Agreement survive except Section 2. Evaluation Mode Limited License and Section 4. Commercial License. 21. Contact Us. Should you have any questions concerning this Agreement, or if you need to modify this Agreement, or if you have an Evaluation Mode Limited License and you need to use Program for a different purpose than Purpose such as a commercial purpose, or if you desire to contact Accusoft for any question or reason, please contact Accusoft at 1-813-875-7575 or at [email protected]. 22.

Third Party Notices.

See Third-Party Attributions

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PCC for SharePoint 2013 3.5 Contacting Accusoft Support For information about Accusoft Support, please refer to the Support Plans on the Accusoft web site, email [email protected] or call Accusoft at 813-875-7575.

©2015. Accusoft Corporation. All Rights Reserved.

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PCC for SharePoint 2013 4

Installing and Configuring PCC for SharePoint

This section contains the following information: Upgrading from Previous Versions Dependencies & Requirements Setting up PCC WOPI Client Setting up PCC for SharePoint Removing the PCC for SharePoint Solution Release Notes for v2.1

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PCC for SharePoint 2013 4.1 Upgrading from Previous Versions Prizm Content Connect for SharePoint 2013 v2.x is a completely new architecture, based on capabilities introduced in SharePoint 2013. If you are upgrading from a PCC for SharePoint version prior to v2.0, remove the previous installation of PCC for SharePoint prior to installing the new version, as follows: 1. Remove all references to "Prizm Preview Field". a. For a document library, select Library Settings on the Library tab. b. Select the preview column and then select Delete. c. Repeat for all document libraries. 2. Deactivate DRM feature. a. In Central Administration, select Manage web applications. b. Select the web application, e.g., "SharePoint - 80", and select Manage Features. c. Deactivate the "Prizm Digital Rights Management" feature. 3. Remove old solution. a. Select System Settings > Manage farm solutions. b. Select accusoft.pcc.sharepoint.wsp and then select Retract Solution. c. Once solution is no longer deployed, select it again and select Remove Solution. Please contact Accusoft’s Sales Department using [email protected] for assistance with upgrading. If you are upgrading from v2.0 to a later version of v2.x, please see the instructions in Release Notes for v2.1.

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PCC for SharePoint 2013 4.2 Dependencies & Requirements Prizm Content Connect for SharePoint 2013 has the following dependencies and requirements: Server Dependencies Supported Operating Systems System Requirements Required Permissions

Server Dependencies SharePoint 2013 Server Standard or Enterprise Edition Accusoft Prizm Content Connect (PCC) 10.x or Accusoft Cloud Services (ACS) Viewer Getting Started with PCC PCC for SharePoint processes requests from the PCC for SharePoint web tier only; requests from other PCC web tiers will return an error. As such, we recommend that when you install PCC, that you deselect the option to install the client samples, as they will not work. Getting Started with ACS (Optional) Microsoft Office Web Apps See Product Architecture Overview.

Supported Operating Systems Windows Server 2012 Windows Server 2012 R2

System Requirements Minimum 4GB RAM (in addition to memory requirements of the system installed on) 250MB of free disk space for product installation and logging Internet Information Services (IIS) Microsoft .NET Framework 4.5

Required Permissions Users who install, configure, manage, and use the PCC for SharePoint product will need different permissions to perform various actions.

Using PowerShell Installation of PCC for SharePoint using PowerShell requires the following: User is a farm administrator

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PCC for SharePoint 2013 User is an administrator on the local machine

Removing "System Account" Limitations If the upper right of the SharePoint window shows that the current user is "System Account", it is because the current "Account operates as System".

SharePoint does not support Preview or View in Browser as the System Account. This applies to both Office Web Apps and PCC WOPI Client. To remove this setting from an account: 1. In Central Administration, go to Security > Specify web application user policy 2. Select the account and "Edit Permissions of Selected Users" 3. Uncheck "Account operates as System"

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PCC for SharePoint 2013 4.3 Setting up PCC WOPI Client PCC WOPI Client is an IIS web application. There are two prerequisites needed for installation: Host Name The web application is installed and addressed by a unique host name. This is typically a DNS host name associated with the IP address of the server hosting PCC WOPI Client, e.g., pccsp.contoso.com. For evaluation purposes, a host name can be added to your Windows hosts file. For example, in C:\Windows\System32\Drivers\etc\hosts, add 127.0.0.1 pccsp for TCP/IPv4, or ::1 pccsp for TCP/IPv6. Service Account The web application is run as this specific user identity. This account requires Full Control to the physical path C:\ProgramData, which is where the application is installed. In addition, this account requires Full Control to read and write to SharePoint lists, and therefore must be added to the web application’s "User Policy". Once you have met the prerequisites above in addition to the Dependencies & Requirements, complete the steps below:

1. Install the PCC WOPI Client If you have already installed PccWopiClient-2.1.msi, you must uninstall it before re-installing it. OWA and PCC WOPI Client must both be on the same port (80 or 443) (http or https) because there's only 1 WOPI zone. 1. Copy PccWopiClient-2.1.msi to PCC WOPI Client server 2. Run PccWopiClient-2.1.msi 3. Enter IIS host name and service account for the PCC-WOPI IIS site The install adds an entry to Programs and Features with the current version and build number.

2. Modify pcc.config In the pcc.config file (c:\programdata\accusoft\prizm\PCC-WOPI\viewer-webtier\pcc.config), you configure the following: Whether you're integrating with Accusoft Cloud Services, or with on-premise Prizm Content Connect Whether you're integrating with Office Web Apps Whether you're deploying over https Which file types you want to view with the ACS or PCC viewer

ACS Viewer or PCC Viewer ACS: By default, PCC for SharePoint is configured to use the ACS viewer. If you want to use the ACS viewer,

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PCC for SharePoint 2013 you just need to insert the ACS API key that you obtained at https://www.accusoft.com/products/accusoft-cloud-services/portal/ in the ApiKey element. PCC: If you're connecting to on-premise PCC server instead (installed on a different machine), modify the following: 1. Replace localhost with PCC host name 2. If PCC server is running in multi-server mode: Change 18681 to 18682 (default port for multiserver)

Integrating with Office Web Apps If you're integrating with Office Web Apps, specify the following: 1. owas-host-name (to support /hosting/discovery) - e.g., owas or owas.my-domain.com 2. The PCC-WOPI application pool identity must be added as a local Administrator to the Office Web Apps server.

Deploying over https A SharePoint farm is configured to navigate the browser to a WOPI application over http or https. Therefore, Office Web Apps and PCC WOPI Client must be deployed on the same port (either port 80 or 443). Change wopi-net-zone to internal-https if deploying over https.

File Types to View and Preview with ACS or PCC Viewer Add or remove/comment elements to customize the file types to be viewed/previewed with ACS or PCC viewer. If an extension is to be viewed, but not previewed, add attribute interactive-preview="false" to element. Any time you make changes to pcc.config, you need to then update the WOPI bindings by running Update-PCCWOPIBindings.ps1 (see Setting up PCC for SharePoint for instructions). Note the following pages served by the PCC-WOPI site: Status page: Discovery page: /hosting/discovery Troubleshooting Tip: In case of error, refer to log files in folder: C:\ProgramData\Accusoft\Prizm\PCCWOPI\Logs

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PCC for SharePoint 2013 4.4 Setting up PCC for SharePoint If you haven't already done so, create or designate an existing SharePoint Service Account, Administrator type, to use for PCC-WOPI web application, for example "WOPISVC". PCC-WOPI application pool is configured to run as this account. This account requires permission to read and write to SharePoint lists. In Central Administration > Manage web applications, select your web application (e.g., SharePoint - 80) and select User Policy. If the service account is not in the list with Full Control, do the following: 1. Select Add Users 2. Leave Zones = (All zones) and select Next 3. Add service account name (e.g., "WOPISVC"), grant Full Control and select Finish 4. Verify that Account operates as System is NOT checked. Please refer to Removing "System Account" Limitations under Dependencies & Requirements Installation of PCC for SharePoint using PowerShell requires that the User is a farm administrator, and is an administrator on the local machine. If executing the installation script from within the SharePoint 2013 Management Shell, you must launch the shell using Run as Administrator.

To add custom viewer permissions and interactive-preview support for all supported file types: 1. In Windows Services, verify "SharePoint Administration" is started 2. In Windows Explorer, right-click Install-PCCSPSolution.ps1 and select Run with PowerShell 3. Enter the web application URL (e.g., http://sharepoint) 4. The solution is deployed, and the site collection feature "Accusoft Prizm Content Connect for SharePoint" is Activated The SharePoint solution must be removed before the script can be run again. See Removing the PCC for SharePoint Solution.

To update SharePoint WOPI bindings to PCC WOPI Client 1. In Windows Explorer, right-click Update-PCCWOPIBinding.ps1 and select Run with PowerShell If connecting over https, first modify script to remove -AllowHTTP Troubleshooting Tip: If selecting PDF document link using Google Chrome does not open in PCC viewer: a. Navigate to Library Settings > Advanced settings b. Verify Opening Documents in the Browser is not set to Open in the client application. If set to Open in the client application, then the default-action for PDF documents in Chrome will be to display in the Chrome viewer

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PCC for SharePoint 2013 4.5 Removing the PCC for SharePoint Solution Using the SharePoint Interface 1. In Windows Services, verify "SharePoint Administration" is started. 2. Navigate to Central Administration > System Settings > Manage farm solutions (under Farm Management) 3. Select accusoft.pcc.wsp 4. Select Retract Solution > click OK 5. Refresh page. 6. When Status = Not Deployed, select accusoft.pcc.wsp 7. Select Remove Solution > click OK Troubleshooting Tip: If SharePoint indicates that you don’t have permission to remove the solution, turn off UAC via registry by changing the DWORD EnableLUA from 1 to 0 in HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\policies\system. You will get a notification that a reboot is required. After the reboot, UAC is disabled.

Removing SharePoint WOPI Bindings to PCC WOPI Client 1. In Windows Explorer, right-click Remove-PCCWOPIBinding.ps1 and select Run with PowerShell

Using PowerShell Installation or removal of PCC for SharePoint using PowerShell requires that the User is a farm administrator, and is an administrator on the local machine. PowerShell disable-spfeature accusoft.pcc -url $siteurl uninstall-spsolution accusoft.pcc.wsp -webapplication $siteurl remove-spsolution accusoft.pcc.wsp get-spwopibinding -application pcc | remove-spwopibinding -confirm:$false

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PCC for SharePoint 2013 4.6 Release Notes for v2.1 PCC for SharePoint v2.1 addresses the following issues and includes improvements to permissions, licensing, and installation:

Issues Resolved "Download original document" is missing extension. predefinedSearch terms don't appear in the viewer. pcc.config requires OWAS account name and password, but are not used. View/Preview fails without access to googleapis.com. Install script exits with Deployed = False (when it's actually True). Install script's "Enabling Feature" loops indefinitely when install fails. Install script throws error if solution already exists. Install "Repair" option doesn't restore missing files.

Features Added Integrated PCC 10.4 SharePoint licensing. Changed permissions model to allow assigning viewer permissions to SharePoint Permission Levels. Provided customers a script to Remove-PCCWOPIBinding. Updated documentation to include minor updates.

Upgrading from v2.0 to v2.1 Before installing PCC for SharePoint v2.1, complete the following steps to remove v2.0: 1. Remove the PCC for SharePoint Solution. 2. After removing the solution, remove Prizm Permission Levels: a. Go to Site settings > Site permissions. b. Select Permission Levels on the ribbon. c. Check all Prizm ... permission levels and select Delete Selected Permission Levels.

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PCC for SharePoint 2013 5

Using PCC for SharePoint

This section provides information about the following: Configuring Prizm Viewer Permissions Modifying Available File Types Previewing Office Formats with Office Web Apps Using Redaction Reasons and Predefined Search Using Advanced Search Using the PCC Viewer

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PCC for SharePoint 2013 5.1 Configuring Prizm Viewer Permissions Viewer permissions enable users to access the viewer features that they need, such as Print and Download. Viewer permissions are associated with SharePoint Permission Levels. A permission level is a combination of permissions that specify which permissions users have for a site, library, folder or document. Just as permission levels apply to an entire site collection, so do the viewer permissions associated with permission levels. To view and configure viewer permissions, go to Site settings > Site permissions. From the ribbon, select Prizm Viewer Permissions.

The Prizm Viewer Permissions page displays all Permission Levels for the current site collection, and the viewer permissions associated with each.

To edit the viewer permissions included with a permission level: 1. Click on the name of a permission level. 2. Select one or more viewer permissions and click OK.

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PCC for SharePoint 2013

When an administrator grants permissions to users and groups, the associated viewer permissions are automatically granted as well. Permissions can be granted for the entire site, or overridden for a library, folder, or document. When you access “Prizm Viewer Permissions” from a subsite or library, note that you are navigated to the Prizm Viewer Permissions page for the root site. As indicated above, permission levels, and their associated viewer permissions, apply to an entire site collection. Viewer permissions are not removed when the Accusoft solution is removed. The Accusoft feature can be deactivated and the solution removed, without losing any associated viewer permissions. You must be a Site Collection Administrator to access Prizm Viewer Permissions. If you are a Site Collection Administrator, and are receiving the error "Sorry, this site hasn't been shared with you", please go to Site settings > Site collection features and Deactivate and again Activate the Accusoft Prizm Content Connect for SharePoint feature.

Creating Site Collections Access to Prizm Viewer Permissions is not available by default for new site collections. To enable Prizm Viewer Permissions: 1. Go to Site settings > Site collection features 2. Select Activate next to the Accusoft Prizm Content Connect for SharePoint feature

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PCC for SharePoint 2013 5.2 Modifying Available File Types To add or remove a file type to be viewed in the PCC for SharePoint viewer: 1. Open c:\programdata\accusoft\prizm\PCC-WOPI\viewer-webtier\pcc.config 2. In the wopi-extensions element, add, remove, or comment out the extension(s). 3. Update the WOPI bindings by running Update-PCCWOPIBindings.ps1 (see Setting up PCC for SharePoint for instructions).

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PCC for SharePoint 2013 5.3 Previewing Office Formats with Office Web Apps Where prefaced by PS>, run these cmdlets in the SharePoint 2013 Management Shell

1. Clear All Bindings and Start from Scratch PS>Remove-SPWOPIBinding –All

2. Recreate All Bindings for Office Web Apps PS>New-SPWOPIBinding –ServerName -AllowHttp

3. Preview Office Formats with Office Web Apps In pcc.config, add attribute interactive-preview="false" to any extensions supported by Office Web Apps. These include MS Office extensions, and also PDF, ODT, and ODP. For any of these you wish to preview with PCC, omit attribute interactive-preview (which defaults to true when omitted), and execute the follow command to remove the current binding:

PS>Remove-SPWOPIBinding –Action interactivepreview –Ext

4. Create PCC Bindings In Update-PCCWOPIBinding.ps1, comment the following line by starting the line with #:

Remove-SPWOPIBinding -Action interactivepreview -Confirm:$false

PS>Update-PCCWOPIBinding.ps1

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PCC for SharePoint 2013 5.4 Using Redaction Reasons and Predefined Search PCC for SharePoint allows you to customize Redaction Reasons and Predefined Search.

Customizing Redaction Reasons Redaction reasons allow redacted content to be replaced with a redaction reason that can be configured by the application developer. These redaction reasons are configured in redactionReason.json, which is installed here: C:\programdata\accusoft\prizm\PCC-WOPI\redactionReason.json For information on configuring and using Redaction Reasons, refer to the PCC help.

Customizing Predefined Search Predefined search allows you to define a set of predefined search terms. These predefined search terms are configured in predefinedSearch.json, which is installed here: C:\programdata\accusoft\prizm\PCC-WOPI\predefinedSearch.json For information on configuring and using Predefined Search, refer to the following topics in the PCC help: How to Use the Predefined Search Predefined Search Parameters

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PCC for SharePoint 2013 5.5 Using Advanced Search The "Advanced Search Options" permission level grants access to the "Advanced Search Options" dialog box, allowing users to filter search results when they click on the Filter button.

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PCC for SharePoint 2013 5.6 Using the PCC Viewer For information about using specific PCC viewer features, please refer to the PCC documentation here.

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