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Chapter 1: Installing and Upgrading Reference Manager

Chapter 1:

Installing and Upgrading

Reference Manager

Before You Install Reference Manager

Please read the Requirements and Installation Options sections

below before you proceed with the installation.

NOTE: See Chapter 19 in the full ReferenceManager.PDF file for

information about installing and using Reference Manager in a network

environment.

Requirements

Both the full Reference Manager program and the Reference

Manager Demo are available on CD or by downloading. If you

have a CD you need a CD-ROM drive to install the program.

System Requirements:

Reference Manager runs under the following operating systems:

Windows XP, with Service Pack 2 or later applied

Windows Vista

Hardware Requirements:

A 450 MHz or higher Pentium-class CPU

A minimum of 256 MB of available RAM

A hard drive with at least 180 MB of free space

In order to use Reference Manager’s Internet Search

command or to use the Web Publisher component, an

Internet connection is required. To use the Open Link

command to access a website, you also need a Web browser

installed.

NOTE: Make sure that your computer meets the system and hardware

requirements before continuing. If necessary, contact the distributor,

dealer, or store where you purchased Reference Manager to arrange

for a full refund. If you have any problem obtaining a refund, contact

Thomson Reuters Customer Service directly. You must do so within 30

days of purchase.

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Chapter 1: Installing and Upgrading Reference Manager

Installation

Options

Are you installing the full program after experimenting with

the Demo version?

Please uninstall the Demo version before installing the full

program. See “Uninstalling Reference Manager” on page 23.

Are you upgrading Reference Manager?

We suggest that you back up any styles, import filters, and

databases that you don’t want overwritten before installing

Reference Manager 12. While it is not required, we recommend

uninstalling all previous versions of Reference Manager before

installing Reference Manager 12. See “Upgrading from an Earlier

Reference Manager Version” on page 16.

Are you installing Reference Manager onto a network server?

Chapter 19 in the full ReferenceManager.PDF file covers

installing and using Reference Manager in a network

environment.

Do you plan to use Reference Manager to format citations in

your word processor documents?

As of June 2008, Reference Manager is compatible with:

Microsoft Word for Windows 2003 and 2007

WordPerfect for Windows 9, 10, 11, 12, and 13

The Cite While You Write feature adds Reference Manager

commands to Word or WordPerfect. It allows Reference

Manager to format citations and create a bibliography for the

document that is open in Word or WordPerfect. You can format,

unformat, and reformat a single document—without ever exiting

your word processor. In Word 2003 or WordPerfect, Reference

Manager commands appear on the Tools menu. In Word 2007,

these commands appear on a Reference Manager tab.

If a supported version of Microsoft Word or WordPerfect is

installed on your computer, the appropriate Cite While You

Write files are automatically installed when you install

Reference Manager. These features can be used with a shared

copy of Word or WordPerfect on a network.

In order for Cite While You Write to install properly:

Microsoft Word or WordPerfect must be correctly installed

on your computer prior to installing Reference Manager.

During the Reference Manager installation process, you will

need administrative rights to the local machine.

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Chapter 1: Installing and Upgrading Reference Manager

Installing Reference Manager

Follow these instructions to install the Reference Manager

program.

If you are upgrading from a previous version of Reference

Manager, please see “Upgrading from an Earlier Reference

Manager Version” on page 16.

See Chapter 19 in the full Reference Manager manual for

information about installing and using Reference Manager in a

network environment.

To install Reference Manager:

1. Log in to the local machine with administrative rights. Make

sure no applications are running, including virus protection

software.

2. Start the Reference Manager installation program.

If you downloaded the installer: Double click the installer

file to start the Setup program.

If you received Reference Manager on a CD: Insert the CD

into your CD-ROM drive.

The Reference Manager Setup program will start. If you do

not have Autoplay enabled, choose Run from the Start menu,

type “d:\setup” (use the drive letter appropriate to the drive

containing the installation CD) and press E

NTER

3. Follow the instructions on the screen to complete the

installation. Use the Next button to move forward through

these installation dialogs:

Welcome: Thank you for purchasing Reference Manager!

Read Me Information: Read late-breaking news about this

version of Reference Manager.

User Information: Enter your name, organization, and serial

number.

If you are installing the Demo version of Reference Manager,

you do not need to enter a serial number.

License Agreement: You must select “I accept the license

agreement” in order to continue with the installation.

Select Destination: By default, Reference Manager is

installed in the

C:\Program Files\Reference Manager 12

folder.

The Demo version is installed in the

C:\Program

Files\Reference Manager 12 Demo

folder. You can use the

Browse button to change the folder selection if you wish.

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Chapter 1: Installing and Upgrading Reference Manager

The check box is selected to “Install content files to common

documents folder.” This installs import filters, output styles,

and sample files to a shared folder. We recommend that you

install to this shared location to allow sharing and editing of

the files. If you clear the box, content files will be installed in

the Reference Manager 12 program folder. Windows does

not recommend editing files located in the Program Files

folder.

Select Features: By default, both Reference Manager and

Web Publisher are installed. Web Publisher is explained in

Chapter 18 of the full ReferenceManager.PDF manual.

Select Default Citation Manager: (Microsoft Word 2007

only) If the installer detects Microsoft Word 2007, it asks

whether to “Use Reference Manager as my default citation

manager.” Cite While You Write will be installed in Word

2007 in any case, but when this item is selected the installer

will suppress Word’s native Citations and Bibliography

commands (the group normally found on the References tab

in Word) in order to avoid confusion for the user.

Ready to Install: You can still click Cancel to stop the

installation. Once you click Next, the installation program

will begin installing Reference Manager files.

4. On the final “Reference Manager 12 has been successfully

installed” dialog, you may opt to register the product or click

Finish to close the installation program.

To make sure the program installed correctly, see “Checking

Your Installation” on page 17.

Installed Files

The full Reference Manager installation includes the following

default folders and files.

Program Folder

Full Program:

C:\Program Files\Reference Manager 12

Demo Version:

C:\Program Files\Reference Manager 12 Demo

RM12.exe

is the Reference Manager application file

Reference Manager.chm

is the help file

You can double-click the file to view it. In the Reference

Manager program, select Help Topics from the Help menu.

Pressing the F1 key on your keyboard or clicking a Help or ?

button in the program brings up a context-sensitive topic.

IFE.exe

is the Import Filter Editor application file

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Chapter 1: Installing and Upgrading Reference Manager

IFE.chm is the IFE help file

Readme.txt

text file contains late-breaking news

Reference Manager.pdf

is the full electronic manual

RMGettingStartedGuide.pdf

gives a tour of the program

Spell

folder

This folder contains spell check dictionaries for the

Reference Manager spell checker.

Term Lists

folder

Term list files end with the extension .PST. These lists

contain thousands of journal names and standard

abbreviations. Import a list into your database’s Periodical

term list to standardize data entry and use the abbreviations

in your bibliographies.

Shortcut folders

Many system setups, especially under Windows Vista, do

not allow users to make changes in the Program Files folder.

So that you can easily edit and share certain Reference

Manager files, these shortcut folders point to a shared

Reference Manager 12 folder.

Database

shortcut folder

Styles

shortcut folder

BkWrAPI

shortcut folder

Import

shortcut folder

Various additional folders and files are installed to support

the Reference Manager program and to integrate Reference

Manager with other software programs.

Shared Folder

Open the Shared Documents or Public Documents folder in

Windows Explorer to locate the Reference Manager folder at:

Windows XP:

C:\Documents and Settings\All Users\Documents\

Reference Manager 12

Windows Vista:

C:\Users\Public\Documents\Reference Manager 12

Database

folder

This folder contains a Sample database. You can use the

Sample database to follow the guided tour that begins in

Chapter 2, and to experiment with while learning Reference

Manager. You may want to use this shared folder to store

your databases, so that they are available to all users on your

computer. Each database is made up of two files, ending

with the extensions .RMD and .RMX.

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Chapter 1: Installing and Upgrading Reference Manager

Styles

folder

This folder contains the full collection of over 1,000

bibliographic styles. Style files end with the extension .OS.

BkWrAPI

folder

This folder contains import filters to connect to and search

online bibliographic databases. Filter files end with the

extension .CAP.

Import

folder

This folder contains filters for importing text files

downloaded from online bibliographic databases. Filter files

end with the extension .CAP.

Samples

folder

This folder contains sample files of references downloaded

from various online sources.

Preferences Folder

Depending on your settings, these folders may be hidden from

view in Windows Explorer.

Windows XP:

C:\Documents and Settings\[UserName]\

Application Data\ISI ResearchSoft\RefMan

Windows Vista:

C:\Users\[UserName]\App Data\Roaming\ISI

ResearchSoft\RefMan

While many Reference Manager preferences are stored in the

Windows registry, some are stored in your personal preferences

folder. It contains saved search strategies, the casing term

dictionary, and various other settings.

Upgrading from an Earlier Reference

Manager Version

Before you begin, back up all databases, custom output styles,

and custom import filters.

While it is not required, we recommend uninstalling all previous

versions of Reference Manager before installing Reference

Manager 12. See “Uninstalling Reference Manager” on page 23.

Make sure Reference Manager 12 is installed in a new folder (not

the same folder as the older version of the program.) By default,

Reference Manager 12 is installed into

C:\Program Files\Reference

Manager 12

. The latest output styles, import filters, and Internet

database configuration files available with Reference Manager

12 are installed in the

Styles

Import

and

BkwrAPI

folders; see

“Shared Folder” on page 15.

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Chapter 1: Installing and Upgrading Reference Manager

Converting

Old Reference

Manager

Databases

Reference Manager 12 can automatically update databases

created with Reference Manager version 10 or later to the version

12 database format. (To convert databases from earlier versions

of Reference Manager, please contact technical support at

http://www.refman.com/rmcontact.asp.)

To convert an existing Reference Manager database:

1. Start Reference Manager.

2. Go to the File menu and choose Open Database.

3. On the file dialog, select Read-Write Exclusive access rights,

locate and highlight the old database, and click Open.

4. On the Upgrade Database dialog, click the appropriate

button to either convert the database for this version of

Reference Manager or leave the database in its current form

and open it with Read Only access.

Customized

Files

Reference Manager 12 provides complete, updated sets of styles,

filters, and Internet database configuration files. However, if you

want to keep any of your older, modified files to use with

Reference Manager 12, you can move the files that you want to

use into the

Styles

Import

, or

BkwrAPI

folders installed with

Reference Manager 12.

Reference Manager 12 can use styles created by Reference

Manager version 8 or later. In order to use a modified Reference

Manager style from a previous version, first open and save the

style in Reference Manager 12.

To convert journal formats created with Reference Manager 6 or

7, use the Convert Journal Formats command from the Tools menu

in Reference Manager.

Checking Your Installation

To run Reference Manager 12, click the Start button, choose All

Programs or Program Files, select Reference Manager 12, and then

choose Reference Manager 12. To check the version number of

Reference Manager, choose About Reference Manager from the

Help menu.

If you have trouble accessing the program, repeat the installation

steps to verify that the program was correctly installed.

Chapter 1: Installing and Upgrading Reference Manager

Checking

Microsoft

Word Support

To see whether Cite While You Write is correctly installed, start

Word.

In Word 2003, click on the Tools menu and you should see

Reference Manager commands on a Reference Manager 12

submenu. In Word 2007, you should see a Reference Manager tab.

Word 2003 Tools menu and Reference Manager 12 submenu

Word 2007 Reference Manager tab

Chapter 1: Installing and Upgrading Reference Manager

Checking

WordPerfect

Support

To see if Cite While You Write is correctly installed, start

WordPerfect and click on the Tools menu. You should see a

Reference Manager 12 submenu with various Reference Manager

commands.

WordPerfect Tools menu and Reference Manager 12 submenu

Installing Word Processor Support Later

When you install Reference Manager, the installer program looks

for Microsoft Word and WordPerfect on your computer. If it

finds a compatible version, the appropriate Cite While You Write

word processor files are installed. There are several instances,

though, where you may need to reinstall these files after

Reference Manager is installed.

Installing CWYW Support

When you install Reference Manager 12, Cite While You Write

(CWYW) tools are installed for the current workstation. In Word

2003 or WordPerfect they appear on a Tools>Reference Manager 12

menu. In Word 2007, they appear on a Reference Manager 12 tab.

However, if you installed or upgraded Word or WordPerfect

after installing Reference Manager, the appropriate files may not

be installed and registered.

If you do not see CWYW commands in Word or WordPerfect:

1. Run the Reference Manager 12 Installer again. You can

either:

Double click the installer file on disk or CD.

From the Windows Control panel, choose Add or Remove

Programs, highlight Reference Manager 12, and click

Change.

Chapter 1: Installing and Upgrading Reference Manager

If the program has already been installed on this computer,

you will be given the option to Modify, Repair or Remove.

2. Select “Repair” and proceed with the installation.

Reference Manager 12 commands should now appear in your

word processor.

Setting the Default Citation Manager for Word 2007

When Word 2007 is detected as you install Reference Manager,

Cite While You Write (CWYW) tools are installed in Word 2007.

You are given the option of selecting Reference Manager as the

default citation manager for Word.

When you select Reference Manager as the default citation

manager for Word 2007, the Citations and Bibliography group on

the References tab in Word is suppressed. This keeps users from

inadvertently using native Word citation commands rather than

using commands on the Reference Manager tab to Cite While

You Write.

To change the default citation manager setting for Word 2007:

1. Log in to your Windows user account with full read and

write access rights.

2. Do one of these:

From the Windows Start menu, choose All Programs, then

Reference Manager 12, then Configure Reference Manager.

Use Windows Explorer to navigate to the

Program

Files\Reference Manager 12

folder. Double-click on the

RefManConfig.exe

file.

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