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CopiaFacts Reference

Navigation: Introduction

Using the CopiaFacts Reference Manual

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Introduction

CopiaFacts includes comprehensive help (this document).  It is supplied in the following formats:

E-Book Context-Sensitive Help:  Pressing F1 or clicking a Help button in most CopiaFacts applications will display context-sensitive help.  This is displayed by default by the application CopiaFactsRef83.exe.  This program requires Internet Explorer v9 or above to be installed. and Internet Explorer v9 runs on Windows Vista or Windows Server 2008 or later.

CHM help: For Windows XP/2003, where Internet Explorer v9 cannot be installed, Copia provides a legacy CHM help file which can optionally be downloaded from http://cdn.copia.com/files83/DOC/CFCHMHELP83.exe. When present in the Copia folder under the default Program Files folder, this file will be used for context-sensitive help.  If you invoke context-sensitive help on XP/2003, you will be prompted to download this installer if the CHM file is not present. The CHM is delivered in an installer because Windows security may block the use of a direct CHM download.

Web Help: On-line help is provided at this link.  To view this help you require Internet Explorer v9 or above, or a reasonably current release of other browsers such as Chrome, Firefox or Opera. Internet Explorer v9 runs on Windows Vista or Windows Server 2008 or later.  Web Help can also be displayed on IPad and Android tablets, and is usable on cellphones also.

PDF Help:  A PDF version of this reference manual is available at http://cdn.copia.com/files83/DOC/COPIAFACTS83.pdf.  The file is in printable format, but contains over 2200 pages.

From January 2016, Microsoft only provides support and security updates for the latest browser version on each supported OS.  We strongly recommend that you do not use unsupported and insecure versions of Microsoft Browsers.
Future releases of CopiaFacts on-line help are likely to drop support for unsupported and insecure Microsoft browsers.

Configuring Internet Explorer for CopiaFacts Help

You will require Javascript ("Active Scripting") enabled,  Before changing this setting on a server operating system you will need to ensure that Internet Explorer Enhanced Security Configuration (IE ISC) is disabled in the Security section of the Server Manager.  [For 8.3 releases before 8.3.0.195 it was necessary to enable 'web fonts' to display the correct icons for CopiaFacts help in Internet Explorer. This is no longer needed.]

This change to IE settings is required both for viewing on-line help from the Copia web site and for viewing E-Book Context-Sensitive Help. If you do not enable Javascript the help panels will not display correctly.

To make these settings in Internet Explorer, run COPIAINSTALL.  Then clicking the top large button in COPIAINSTALL.exe (to display the installation help) will check the above settings and offer to set them if not enabled.

If Internet Explorer is currently open, you should restart it after using COPIAINSTALL to make the settings.

In some cases site policies will prevent COPIAINSTALL from making these settings automatically. In this case, ask your network administrator to use Internet Explorer's Internet Options / Security / Custom Level menu to make changes in the Internet Zone (for web help) and in the Local Intranet zone (for context-sensitive help). It will also be necessary to add http://127.0.0.1 and about:security_CopiaFactsRef83.exe as new 'sites' in the Trusted Sites zone, clicking first the Sites button and then Advanced to add a site. Click on the screen-shots below to enlarge:

Enable Javascript

Enable Javascript

Trusted Sites

Trusted Sites

Using the On-line Web Help

The On-line Help now uses the left-hand panel for Contents, Keyword Index and Full-Text Search on three separate tabs; the size of the left panel can be adjusted by dragging the left/right arrow icon.  Clicking on this icon hides or shows the left panel.

The middle tab above displays a keyword index, and the right tab opens a full-text search dialog.

The printing, feedback, and permalink/history additional functions have been moved to the hamburger icon at the top right.:

A "Scroll" button only appears when a topic has multiple sections, when it shows a menu of all the sections in the topic:  Press and hold the button, then select the section you wish to scroll to:

The on-line help supports tablet and phone browsers, where the appearance will automatically change to accommodate different screen size and orientation.  

CHM Format Help

The CHM help format is now deprecated and CopiaFacts help is now only created in this format for the benefit of sites still using Windows XP and 2003.

The COPIAFACTS83.CHM help file installer can be downloaded from http://cdn.copia.com/files83/DOC/CFCHMHELP83.exe. This link is case-sensitive. The CHM is delivered in an installer because Windows security may block the use of a direct CHM download.

Using the E-Book Help File

The CopiaFacts E-Book Help File is displayed automatically, in context, from most CopiaFacts applications when the F1 key is pressed or a Help button is clicked. It requires Internet Explorer v9 or later so is not installed on operating systems earlier than Windows 7 or Server 2008 R2.

The E-Book Help File requires the same Internet Explorer settings as described above, and clicking the top button in COPIAINSTALL will offer to configure both sets for you.  Before changing the settings on a server operating system you will need to ensure that Internet Explorer Enhanced Security Configuration (IE ISC) is disabled in the Security section of the Server Manager.

Depending on your configuration, the E-Book settings may default to any of the Internet Zone (as for web help), the Local Intranet Zone or the Trusted Sites Zone. COPIACONNECT will place localhost domain (127.0.0.1) and COPIAFACTSRef83.exe in the Trusted Sites zone.

In the latest E-book version of the help file, the documentation is presented with the same format and styling as the web help.

For the functions of the icons, please see the Web Help section above.

In the E-book, you can increase and decrease the font size using control-mousewheel.

Feedback

Please do not hesitate to send feedback about anything which you find unclear.  There is a feedback button in the More menu in the Web help and E-Book pages, and  from the Menu button in CHM help.  The feedback will need to use the mail client installed on your machine.