A. Using the CD-ROM
by Angie Okamoto, Ted Padova
PDF Forms Using Acrobat® and LiveCycle® Designer Bible
- Copyright
- About the Authors
- Credits
- Preface
- Acknowledgments
- Introduction
- I. Getting Familiar with Forms
- 1. Taking a Tour of Acrobat Forms
- 2. Getting Started with Acrobat Forms
- 3. Knowing Form Design Standards
- 4. Creating Form Designs
- 4.1. Designing PDF Forms
- 4.2. Using Tools for Form Designs
- 4.2.1. Using Microsoft Word to design forms
- 4.2.2. Using Microsoft Excel to design forms
- 4.2.3. Using Microsoft PowerPoint as a forms designer
- 4.2.4. Using OpenOffice.org Writer as a forms designer
- 4.2.5. Using layout programs for form design
- 4.2.6. Using illustration programs to design forms
- 4.2.7. Using other programs to create forms
- 4.3. Creating PDF Files
- 4.4. Modifying Forms
- 4.5. Setting Initial Views
- 4.6. Summary
- II. Using Acrobat Forms Tools and Properties
- 5. Creating Simple Office Forms
- 6. Scanning Office Forms
- 7. Working with Form Fields
- 7.1. Understanding the Field Types
- 7.1.1. Loading the Form tools
- 7.1.2. Working with text fields
- 7.1.3. Using some common features for Form tools
- 7.1.4. Working with button fields
- 7.1.5. Working with check box fields
- 7.1.6. Working with radio button fields
- 7.1.7. Working with list boxes
- 7.1.8. Working with combo boxes
- 7.1.9. Working with digital signature fields
- 7.1.10. Working with barcode fields
- 7.1.11. Getting familiar with the Form tools
- 7.2. Naming Fields
- 7.3. Managing Fields
- 7.4. Using Rulers, Guides, and Grids
- 7.5. Filling in Forms
- 7.6. Setting Field Tab Orders
- 7.7. Summary
- 7.1. Understanding the Field Types
- 8. Working with Tables
- 9. Working with Field Properties
- 9.1. Getting to Know the Properties Window
- 9.2. Understanding Field Properties Options
- 9.2.1. Working with General properties
- 9.2.2. Assigning appearances to fields
- 9.2.3. Setting Options properties
- 9.2.4. Using Actions properties
- 9.2.4.1. Go to a page view
- 9.2.4.2. Execute a menu item
- 9.2.4.3. Import form data
- 9.2.4.4. Multimedia Operation (Acrobat 9 and later)
- 9.2.4.5. Open a file
- 9.2.4.6. Open a Web link
- 9.2.4.7. Play a sound
- 9.2.4.8. Run a JavaScript
- 9.2.4.9. Set layer visibility
- 9.2.4.10. Show/hide a field
- 9.2.4.11. Reset a form
- 9.2.4.12. Submit a form
- 9.2.5. Using the Format properties
- 9.2.6. Using Validate properties
- 9.2.7. Understanding the Calculate properties
- 9.2.8. Using Selection Change properties
- 9.2.9. Setting digital signature fields properties
- 9.2.10. Using the barcode properties
- 9.2.11. Using the Properties bar
- 9.3. Editing Multiple Fields Properties
- 9.4. Using Field Properties
- 9.5. Summary
- III. Preparing Forms for Deployment
- 10. Enabling PDF Forms for Adobe Reader
- 11. Making Forms Accessible
- 12. Using Signatures and Security
- 12.1. Understanding Digital Signatures
- 12.2. Creating Digital Signatures
- 12.3. Using Password Security
- 12.4. Summary
- 13. Working with PDF Portfolios and Layers
- IV. Managing Form Data
- 14. Working with Data
- 14.1. Deploying Forms
- 14.2. Working with Network Servers
- 14.3. Using Acrobat.com
- 14.4. Managing Data
- 14.5. Summary
- 15. Working with Field Calculations
- 15.1. Using Acrobat's Preset Formulas
- 15.2. Using Simplified Field Notation
- 15.3. Calculating Time
- 15.4. Summary
- 14. Working with Data
- V. Working with JavaScript
- 16. Introducing JavaScript
- 16.1. Getting Started with Acrobat JavaScript
- 16.2. Learning JavaScript
- 16.3. Filing Scripts
- 16.4. Summary
- 17. Creating Simple JavaScripts
- 17.1. Creating Application Alerts
- 17.2. Managing Field Behaviors
- 17.3. Creating Form Submission Scripts
- 17.4. Using Scripts for Printing
- 17.5. Creating Document Viewing Scripts
- 17.6. Summary
- 18. Creating Advanced JavaScripts
- 18.1. Adding Annotations
- 18.2. Writing Calculation Scripts
- 18.3. Custom Formatting Fields
- 18.4. Creating Application Response Dialog Boxes
- 18.5. Working with Optional Content Groups
- 18.6. Summary
- 19. Creating JavaScripts for Acrobat Users
- 16. Introducing JavaScript
- VI. Getting Started with LiveCycle Designer
- 20. Using LiveCycle Designer on the Macintosh
- 21. Introducing LiveCycle Designer
- 22. Getting Familiar with the Designer Workspace
- 22.1. Getting Familiar with the LiveCycle Designer Environment
- 22.2. Customizing the Workspace
- 22.3. Summary
- VII. Creating XML Forms
- 23. Designing Forms in LiveCycle Designer ES
- 23.1. Creating New Forms from Blank Pages
- 23.2. Creating a Form Based on a Template
- 23.3. Importing a PDF Document
- 23.4. Summary
- 24. Working with Designer's Form Fields and Objects
- 24.1. Adding Fields and Objects to a Form
- 24.1.1. Using the drag and drop metaphor
- 24.1.2. Stamping fields and objects
- 24.1.3. Drawing fields and objects
- 24.1.4. Copying fields and objects
- 24.1.5. Using the Insert menu to add objects
- 24.1.6. Using the Tools toolbar to add objects
- 24.1.7. Duplicating fields and objects
- 24.1.8. Using Copy Multiple
- 24.1.9. Selecting and aligning objects
- 24.1.10. Grouping fields and objects
- 24.2. Examining the Object Library Palette
- 24.3. Creating Custom Library Objects
- 24.4. Form Fragments
- 24.5. Adding Fields and Objects to Master Pages
- 24.6. Using the Object Editor
- 24.7. Summary
- 24.1. Adding Fields and Objects to a Form
- 25. Working with Objects
- 25.1. Formatting Field Objects Appearances
- 25.2. Setting Field Object Properties
- 25.3. Setting Tab Orders
- 25.4. Summary
- 23. Designing Forms in LiveCycle Designer ES
- VIII. Creating Dynamic Forms with LiveCycle Designer
- 26. Creating Dynamic XML Forms
- 27. Working with Tables
- 28. Working with Subforms
- 28.1. Creating Subforms
- 28.2. Creating User-Controlled Dynamic Forms
- 28.3. Testing Forms and Previewing XML Data in Dynamic Forms
- 28.4. Summary
- IX. Working with Data and Scripts
- 29. Introducing LiveCycle Designer Scripting
- 30. Deploying Forms
- 31. Working with Data
- 32. Examining Some Dynamic Forms
- 32.1. Working with Designer's Tutorials
- 32.2. Examining the Sample Forms
- 32.2.1. Copying the Sample files
- 32.2.2. Examining the Dunning Notice form
- 32.2.3. Examining the E-ticket form
- 32.2.4. Examining the Form Guide
- 32.2.5. Examining the Grant Application form
- 32.2.6. Examining the Purchase Order form
- 32.2.7. Examining the Scripting form
- 32.2.8. Examining the SubformSet forms
- 32.2.9. Examining the Tax Receipt form
- 32.3. Exploring Sample Forms Online
- 32.4. Summary
- 33. Working with Databases
- 34. Introducing LiveCycle Enterprise Suite
- 34.1. Examining a Process
- 34.2. Getting an Overview of LiveCycle ES
- 34.3. Taking a Tour of LiveCycle Workspace ES
- 34.4. Optimizing Designer Forms–Server Deployment
- 34.5. Summary
- 35. Getting More Help with LiveCycle Designer
- A. Using the CD-ROM
- Wiley Publishing, Inc. End-User License Agreement
This appendix provides information on the contents and system requirements of the CD-ROM that accompanies this book.
The CD is a cross-platform CD and can be read by both Macintosh and Windows computers. Macintosh users need System 10.2 or above. Windows users need Windows XP Service Pack 2 or above or Windows Vista.
To install the items from the CD to your hard drive, follow these steps.
Insert the CD into your computer's CD-ROM drive.
The license agreement appears.
Note to Windows users: The interface won't launch if you have autorun disabled. In that case, choose Start
Note for Mac Users: When the CD icon appears on your desktop, double-click the icon to open the CD and double-click the Start icon.
Read through the license agreement and then click the Accept button if you want to use the CD.
The CD interface appears. The interface allows you to browse the contents and install the programs with just a click of a button (or two).
The CD contains the following:
Double-click the Adobe Reader installer and install the Reader software from the book's CD. Adobe Reader is coded separately for PowerPC Macs and Intel Macs, so be sure to choose the installer appropriate for your computer.
Note
Before you install Adobe Reader 9 on your computer, check out Adobe's Web site at www.adobe.com/products/acrobat/readermain.html to see if there's a newer version of the Reader software than Adobe Reader 9.0, as you may have purchased this book after Adobe has updated the Reader software. If you find a version later than 9.0 on Adobe's Web site, download that version.
The entire text of the PDF Forms Using Acrobat and LiveCycle Designer Bible is available on the CD as a PDF document. Any Acrobat viewer 7.0 or above can open the PDF file and view the contents.
To search the embedded index, open the Search panel by pressing Ctrl/
The Chapters folder contains forms and sample files to help you through most of the steps in the text of the book. All chapters that support companion files with work-through steps are identified by chapter number. Open a chapter and the text in the book covers steps to follow to create the form(s) respective to the chapter number where the files are found.
You'll also find a folder titled SampleForm. This folder contains a sample dynamic form contributed by Carlo M. Arrelano of General Casualty in Sun Prairie, Wisconsin. We liked this form so much Carlo granted permission to include the form on the CD-ROM. Look over this form to see a fine example for using subforms in LiveCycle Designer.
If you have difficulty installing or using any of the materials on the companion CD, try the following solutions:
Turn off any anti-virus software that you may have running. Installers sometimes mimic virus activity and can make your computer incorrectly believe that it is being infected by a virus. (Be sure to turn the anti-virus software back on later.)
Close all running programs. The more programs you're running, the less memory is available to other programs. Installers also typically update files and programs; if you keep other programs running, installation may not work properly.
Refer to the ReadMe: Please refer to the ReadMe file located at the root of the CD-ROM for the latest product information at the time of publication.
If you have trouble with the CD-ROM, please call the Wiley Product Technical Support phone number at (800) 762-2974. Outside the United States, call 1(317) 572-3994. You can also contact Wiley Product Technical Support at http://support.wiley.com. John Wiley & Sons will provide technical support only for installation and other general quality control items. For technical support on the applications themselves, consult the program's vendor or author.
To place additional orders or to request information about other Wiley products, please call (877) 762-2974.
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