directreader user guide
DESCRIPTION
TRANSCRIPT
User Guide
Jiransoft Inc.
This page is for two-sided printing.
CONTENTS
1. Introduction ................................................................................... 1
1.1. About DirectReader ..................................................................................................... 1
1.2. Main Features ................................................................................................................ 1
1.3. System Requirements ................................................................................................. 2
1.4. Document Definitions ................................................................................................ 3
2. Install DirectReader ...................................................................... 4
2.1. Install DirectReader ...................................................................................................... 4
2.2. Install PC Agent ............................................................................................................ 6
2.2.1. PC Agent Language Settings ............................................................................ 10
2.2.2. PC Agent Access Folder Settings ..................................................................... 10
3. Features ........................................................................................ 12
3.1. Login/Logout ................................................................................................................ 12
3.1.1. Login ...................................................................................................................... 12
3.1.2. Logout ................................................................................................................... 14
3.2. View File ......................................................................................................................... 16
3.2.1. View ....................................................................................................................... 16
3.2.2. Handwriting .......................................................................................................... 19
3.2.3. Open In .................................................................................................................. 21
3.2.4. Download File ...................................................................................................... 23
3.2.5. Send Email ............................................................................................................ 25
4. Meeting Room ............................................................................. 27
4.1. Create Meeting Room .............................................................................................. 27
4.2. Invite Users.................................................................................................................... 30
4.3. Start Meeting Room ................................................................................................. 32
4.4. Send Invitation ............................................................................................................ 36
4.5. Join Meeting Room ................................................................................................... 40
5. Other Features ............................................................................ 43
5.1. Set up Favorites Folder ............................................................................................ 43
5.2. Recent Files ................................................................................................................... 44
5.3. Downloaded File ......................................................................................................... 46
5.4. Memo .............................................................................................................................. 47
5.5 Offline login .................................................................................................................. 48
6. Settings ......................................................................................... 50
6.1. Auto Login .................................................................................................................... 50
6.2. PIN Code ........................................................................................................................ 51
6.3. Sorting ............................................................................................................................ 54
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1. Introduction
1.1. About DirectReader
DirectReader connects with not only your PC and file server, it supports instant, secure access to
all your company information from all popular mobile devices.
With DirectReader, you can access your PC or file server data wherever you go. The Open In
function lets you view a file with another application.
Even if your file server and PC are turned off, you can check files downloaded through
DirectReader.
1.2. Main Features
Access to All Your Files
With DirectReader, you can access your PC or file server data wherever you go. You don’t need to
upload or sync your data to the cloud. You simply “get mobilized.”
Faster and Easier Access
With DirectReader, you don’t need to upload files to web storage or save them on a USB drive.
Instead, you get instant access to all files on your PC or office file server. Security is reinforced by
user authentication/PIN code and encryption. There’s also no need to convert files because
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DirectReader supports standard file formats, including document files such as Word, Excel, and
PowerPoint; image files such as PDF, TXT, JPG, PNG, and GIF; and music files such as MP3 and
WAV. Plus, you can easily view files with the relevant application by using the Open In function.
Check downloaded files even though your server or PC is off.
With DirectReader, you can check downloaded files even if your file server or PC is off.
1.3. System Requirements
Server
OS Linux CentOS 5.5
CPU Dual-core 2.4GHz or higher
RAM 4GB or higher
HDD 100GB
Mobile Device
OS
iOS (iPhone, iPad) OS 5.0 or higher
Android Galaxy S1, S2, S3, Tablet1, Tablet2
Other devices: Android OS 2.3 or higher
Web Browser
Desktop
Google Chrome 20.0 or higher
Microsoft Internet Explorer 9.0 or higher
Apple Safari 5.1.2 or higher
Mozilla Firefox 14.0 or higher
Opera Software 12.02 or higher
PC Agent
OS Windows XP, Vista, 7
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1.4. Document Definitions
Below are definitions of the symbols used in this guide.
Bold
Indicates another document title, number and title of a chapter, or contents to highlight.
[ ]
Indicates the button or menu item to select.
“ ”
Indicates parameter items.
Caution
Indicates items for users to be aware of.
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2. Install DirectReader
To access corporate files from your mobile device, you must install DirectReader and you must
also install PC Agent on your computer to enable access from your mobile device. This chapter
will guide you through the installation of DirectReader and PC Agent.
Caution
This document uses the iOS image from an iPad, which is different than the
OS image from an Android device.
2.1. Install DirectReader
How to Install
1. Click on a web browser from your mobile device.
2. Enter the DirectReader download URL distributed by your Administrator in the web
browser ’s address window. Except in particular cases, the DirectReader download URL is
http://Company Domain.
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When the download page appears, click on the OS of your mobile device to download the
application.
3. When the installation is completed, you’ll see the DirectReader application icon on the
mobile device main screen.
4. The installation is complete. To run DirectReader, tap the icon.
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2.2. Install PC Agent
Caution
Although we provide PC Agent, your company’s security policy may not
allow its installation.
How to Install
1. Start your PC’s web browser.
2. Enter the DirectReader download URL distributed by your Administrator in the web
browser ’s address window. Except in particular cases, the DirectReader download URL will
be http://Company Domain.
3. When the download page appears, click the [PC Agent] icon.
4. The run or save message will appear. Click the [Run] button.
5. An alert message asking if you want to run the software will appear. Click the [Run] button.
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6. After the setup file download is completed, start DirectReader installation by clicking the
[Next] button.
7. A message asking if you agree to the License Agreement will appear. Click the [I Agree]
button.
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8. Installation of DirectReader begins.
9. When DirectReader installation is complete, you’ll see the following screen.
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10. The DirectReader PC Agent icon will appear on the PC’s desktop and in the tray, as shown
below.
11. Right-clicking on the tray icon will show the following menu options:
Demo: View IDs currently accessing to PC Agent.
Settings: Set up PC Agent.
Logout: Disconnect the PC Agent.
Exit: Close the tray.
12. Run DirectReader PC Agent and enter your ID, password (PW), and URL to log in.
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2.2.1. PC Agent Language Settings
How to Use
1. Settings > Language > Select from English / Korean / Japanese:
After the auto-restart notification appears, the menu will change to the selected
language.
2. Settings> Language > Startup
If you check the Startup box, run DirectReader agent automatically when window
starts.
2.2.2. PC Agent Access Folder Settings
How to Use
1. Settings > Folder to Access > All Folders
Clicking here lets you view the folder list of the PC on which PC Agent is installed.
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2. Settings> Folder to Access > Selected Folders
Clicking here provides access only to the folders you specify.
[+] : The folders specified by you are added in order.
[-] : The folders specified by you are deleted in order.
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3. Features
Caution
The following explanation is based on PC Agent being installed on your PC.
If PC Agent is not installed, only the server directory will be shown on
DirectReader.
Even if PC Agent is installed, company security policy may not allow it to
access your PC.
3.1. Login/Logout
3.1.1. Login
You must log in to use DirectReader.
How to Use
1. Tap the DirectReader icon on your mobile device.
2. Enter your ID, password, the DirectReader Server URL, and then click the [Login] button.
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3. If a PIN code is required in the DirectReader settings, the Enter PIN code screen will
appear after login. Enter your PIN code. For more information on PIN code setup, see 6.2
PIN Code
4. If you successfully log in, the directory of folders you can access will appear.
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3.1.2. Logout
If you close the application without logging out, you’ll be able to access DirectReader
again without following the login process and will return to the last thing you were
working on. For security reasons, however, we recommend you log out each time
after using DirectReader.
How to Use
1. Tap the Settings icon in the left-hand menu.
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2. The Settings screen will appear. Click the [Logout] button.
3. You’ll return to the Login screen.
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3.2. View File
DirectReader supports standard file formats, including document files such as Word, Excel,
and PowerPoint; image files such as PDF, TXT, JPG, PNG, and GIF; and music files such as
MP3 and WAV. Plus, you can easily view files with the relevant application by using the
Open In function.
Zoom in & Zoom out
Zoom in or zoom out by using two fingers to stretch or compress the
screen.
To move the screen in zoomed-in status, use two fingers to drag.
3.2.1. View
How to Use
1. Click on [My Directory] in the left-hand menu. The accessible folder information
will appear.
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2. Click on the folder you want to open. A list of the folders and files it contains will
appear.
Clicking on the icon on the top right of the screen will cancel your action and return
you to the previous page.
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3. Select the file you want to view. The following menu will appear. Click [View] to
open the file. Click [Cancel] to close the dropdown menu.
4. The selected file opens for viewing. The menu and file information shown below will
appear. Touch the screen once to hide the menu.
1: The name of the file you’re currently viewing.
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2: Take a memo by “handwriting” on the file.
3: Download the file.
4: View the file with another application using the Open In function.
5: Attach the file to an email. Clicking here will switch you to mail mode.
6: Close the file.
7: Turn over pages of the file.
3.2.2. Handwriting
The handwriting function lets you create a memo, edit, or delete the current file.
Caution
DirectReader support handwriting only on the PDF file format.
Files are automatically stored on the DirectReader Server after
shutdown, so memos on them remain.
The files with handwriting will have an icon in front of the
file name and saved in [Memo].
How to Use
1. Select a file to open in View mode. The menu and file information will appear as
shown below. Touch the screen once to hide the menu.
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2. Click the icon on the top right of the screen.
You can now use the handwriting function on the current file.
3. Click the icon on the top right of the screen to see the 5 colors available:
black, blue, red, orange, and yellow. Tap the screen once to hide the color
choices.
Select the color you want to use and create a memo or draw.
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4. Create or edit a memo using the icons in the top right-hand menu.
1: File Name: The name of the file you’re currently viewing.
2: Color: The color you used last will be shown here.
3: Eraser: Delete a memo with the eraser.
4: Delete all: Delete the entire memo with one touch.
5: Exit: Return to the previous menu page, where you’ll see the original options:
3.2.3. Open In
The Open In function shows the available applications you can use to open the chosen
file and lets you select the preferred application.
How to Use
1. Click on the folder you want to open. Folder and file information will appear.
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2. Select the file you wish to view. The following menu will appear. Select the [Open in]
menu option.
3. The available applications will appear.
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4. Select the application with which to open the file.
3.2.4. Download File
This function lets you select and download a file. You can also check which files you
have downloaded on the Downloads screen.
How to Use
1. Click on the folder you want to open. Folder and file information will appear.
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2. Select the file you wish to view. The following menu will appear. Select the
[Download] menu option.
3. The file will be downloaded and will appear on the Downloads screen.
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3.2.5. Send Email
This function lets you send a file attached to an email.
How to Use
1. Click on the folder you want to open. Folder and file information will appear.
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2. Select the file you want to view. The following menu will appear. Select the [Send
to mail] menu option.
3. The selected file will be attached to an email. Enter the recipient’s email address, the
subject, and your message. Click the [Send] button to send the email. Click the
[Cancel] button if you want to cancel the email.
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4. Meeting Room
The Meeting Room feature creates a virtual directory and lets you share presentation
files with others. With DirectReader, you can create a Meeting Room, invite
participants to join your meeting, and view a shared presentation file in real time.
Types of Meeting Rooms
There are 3 types of Meeting Rooms:
My Room: The room you created.
Invited Room: The room to which you were invited.
Guest Room: A room created by others without specified members
will appear in the Invited Room section.
A room with a password is a private room and is marked with a
icon. The password is required for users to join that room.
4.1. Create Meeting Room
How to Use
1. Select the [Meeting Room] option from the left-hand menu on the main screen.
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Accessing the Help Menu
Select the Meeting Room option and then click the icon at the
bottom left of the screen to check the Help menu.
2. My Room and Invited Room will be listed separately.
My Room: The room you created will appear.
Invited Room: The room to which you were invited will appear.
Click the [+] button to create a new room.
Home: Click the icon to return to the main screen.
3. You can set up the permissions of attendees.
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Password: Click [ON] to set up a password for the Meeting Room.
Open In: Click [ON] to allow invited users to use the Open In function.
Download: Click [ON] to allow invited users to use the Download function.
Send to mail: Click [ON] to allow invited users to use the Email function.
4. Click [Create] to create a Meeting Room. Click the icon to delete a
Meeting Room.
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4.2. Invite Users
How to Use
1. Select a Meeting Room from the My Room list to which you wish to invite users.
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2. You will see the icon next to the Meeting Room name.
If you want to modify the Meeting Room name or status, make the changes and then
click the [Save] button.
Click the icon to exit.
Click the icon to return to the main screen.
Caution
You can only modify or delete Meeting Rooms you have created.
If you delete a Meeting Room, all the files in that room will also
be deleted; however, you can always find the original files in My
Directory.
3. You can search, add, or delete users from a Meeting Room.
Click [+] next to Attendee and the user list will appear. Enter the user ’s ID or email
address to search for users.
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Click [+] to add users to the Attendee list.
Click [-] to delete users from the Attendee list.
4.3. Start Meeting Room
How to Use
1. Enter the Meeting Room you just created.
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2. Add a file to present in the Meeting Room.: Click the [+] icon next to Files. The
accessible folder of DirectReader files will appear.
Select the file you want for the presentation by choosing from the file options. The
selected file will be added to the Meeting Room.
3. Click on the added file and the [Start] and [View] icons will appear on the
right side of the screen.
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[Start]: Start the presentation.
[View]: View the file.
Assigning Roles
When you click the [Start] option, the icon will appear in front of the
presenter ’s ID.
The icon will appear in front of attendee’s names.
4. Click [View] to check the selected file before sharing it. You can change to
presentation mode by using menu at the top of the screen.
0: Change to full screen mode.
1: The name of the file you’re currently viewing.
2: Start the presentation.
3: Create a memo by handwriting on the current file.
4: Download the file.
5: View the file with another application using the [Open In] function.
6: Attach the file to an email. Clicking here will switch you to mail mode.
7: Close the file.
8: Turn over pages of the file.
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Navigating Files
When the Meeting starts, you can turn over to the previous/next
page by using the left/right scroll functions.
You can go directly to the page you want by using the scroll
function.
5. Click the icon to change to full screen mode and click the icon to send
invitation popups to the attendees.
[OK]: Starts the presentation of the current file and sends a message to
attendees in the same Meeting Room to join.
[Cancel]: Exits the presentation.
6. Click [OK] to start the presentation and use the top right menu options during
the meeting: . .
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0: Change to thumbnail mode.
1: The name of the file you’re currently viewing.
2: Use pointer.
3: Create a memo by using the handwriting function on the current file.
4: Download the file.
5: View the file with another application using the [Open In] function.
6: Attach the file to an email. Clicking here will switch to mail mode.
7: Close the file.
8: Turn over pages of the file.
Collaborating in the Meeting Room
If you are the presenter, use the handwriting function and create
memos, edit, or move pages. The changes will be applied to the
participants’ screens in real time.
4.4. Send Invitation
How to Use
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1. If you created the Meeting Room, click the icon to send invitations via
email to other users.
2. Enter an email address and click the [Send] button.
3. Click [OK] to complete the invitation.
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4. To join the Meeting Room, the recipient clicks on the link in the email.
5. When the recipient clicks the email link, a browser will open and the current
presentation file will appear.
Browser Options
DirectReader supports not only Internet Explorer but also Chrome, Firefox,
Opera, Safari, and Mobile Safari browsers.
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6. Attendees can use the following functions:
1: If an attendee leaves the presenter ’s page, the icon will appear.
Click the icon to return to the ongoing presentation page.
2: Move to the previous page.
3: Move to the next page.
4: Zoom out the current screen.
5: Zoom in the current screen.
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4.5. Join Meeting Room
How to Use
1. When you enter the Meeting Room, you’ll receive the following confirmation
message:
2. Click [OK] to go into the Meeting Room.
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0: Change to full screen mode.
1: The name of the file you’re currently viewing.
2: Change to presenter mode.
3: Create a memo by using the handwriting function on the current file.
4: Download the file.
5: View the file with another application using the [Open In] function.
6: Attach the file to an email. Clicking here will switch to mail mode.
7: Go to the ongoing presentation page.
8: Close the file and the Meeting Room.
9: Turn over pages of the file.
Memo Options
Attendees can create memos separately from the presenter, but they
cannot be deleted.
After the presentation, both the presenter ’s and the attendees’
memos will be saved.
3. If the presenter ends the presentation, attendees will receive a notification popup.
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4. Click [OK] to view file or [Cancel] to exit without viewing the file.
[Start]: Start a presentation as a new presenter.
[View]: View the file.
[Join]: Join the Meeting Room.
5. Click the icon to exit the Meeting Room.
Click the icon to return to the main screen.
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5. Other Features
5.1. Set up Favorites Folder
The Favorites function lets you access selected folders in one step without going
through many folders.
How to Use
1. Click the star icon after a folder name. When the star color changes to yellow, the
folder has been added to your Favorites.
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2. Click the [Favorites] option in the left-hand menu. The list of folders marked as
Favorites will appear.
5.2. Recent Files
How to Use
1. Click the [Recents] option in the left-hand menu. A list of recently viewed files will
appear.
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2. Select the file you wish to [View], [Open in], [Download], [Send to mail], or
[Delete]. Click [Cancel] to close the dropdown menu.
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5.3. Downloaded File
How to Use
1. Click the [Downloads] option in the left-hand menu.
2. A list of downloaded files will appear. Select the file you wish to [View], [Open in], [Send
to mail], or [Delete]. Click [Cancel] to close the dropdown menu.
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5.4. Memo
How to Use
1. Click the [Memo] option in the left-hand menu.
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2. A list of the files using the handwriting function will appear. Select the file you wish to
[View], [Open in], [Download], [Send to mail], or [Delete]. Click [Cancel] to close
the dropdown menu.
5.5 Offline login
How to Use
1. Only successfully logged in accounts can be logged in offline.
Caution
Even if you delete a file in the [Memo] list, you can always find it in
[My Directory]; however, a list of files with handwriting will not appear.
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What is Offline login?
If network is not available such as airplane mode or WiFi / LTE is unstable, you can [View]
[open in] [Send to mail] [Memo] with ID which was successfully logged in before.
2. Click “Offline login” button to activate [offline login] and click Login button.
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6. Settings
6.1. Auto Login
Set Auto Login to access DirectReader without entering your ID and password every time
you wish to login.
How to Set Up
1. Click the [Settings] option in the left-hand menu.
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2. Click the [Auto Login] button to activate the function.
3. Auto Login setup is now complete and will let you automatically login when DirectReader
is activated.
6.2. PIN Code
A PIN code is the 4-digit code that only you know and must enter to login. If you have set
the PIN code option, you need to enter the PIN code after you login with your ID and
password to access DirectReader.
How to Set Up
1. Click the [Settings] option in the left-hand menu.
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2. Click the [PIN Code] button to activate the function.
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3. Enter a 4-digit PIN code to register the code with DirectReader.
4. Re-enter the PIN code for confirmation.
5. Your PIN code registration is complete. The next time you login, you’ll be asked for
your PIN code to access DirectReader.
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6.3. Sorting
Sort DirectReader files and folders.
How to Set Up
1. Click the [Settings] option in the left-hand menu.
2. Click the [Sorting] button.
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3. The [Sorting] menu will appear. Choose from [Sort By Date], [Sort By Name],
[Sort By Type], or [Sort By Size] and then click [OK].
1. [Sort By Date]: Sort by the created date of files and folders.
2. [Sort By Name]: Sort by the file/folder name.
3. [Sort By Type]: Sort by the file/folder type.
4. [Sort By Size]: Sort by the size of the files and folders.
5. : Sort by ascending within the chosen option.
6. : Sort by descending within the chosen option.
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For questions about DirectReader or for technical service, please contact us:
Jiransoft Inc.
440 N. Wolfe Rd.,
Sunnyvale, CA 94085
USA
Tel: +1-408-400-7144
Email: [email protected]