CCS PDF Editor — Windows Install SOP (IT)
| Field | Value |
|---|---|
| Version | 1.5.40 |
| Audience | CCS IT support / desktop engineering |
| Last updated | 2026-08-15 |
| Related | SYSTEM-PROFILE.md, USER-TRAINING.md Track D |
Short procedure to deploy the Windows WebView2 package for staff who need a desktop icon and optional file associations. No admin rights are required for per-user install steps below (HKCU + Desktop).
1. Prerequisites (target PC)
| Requirement | Notes |
|---|---|
| Windows 10/11 | x64 |
| WebView2 Runtime | Usually present with Microsoft Edge; repair via Microsoft “Evergreen WebView2 Runtime” if EXE fails to start |
| .NET Desktop Runtime 8+ | Required unless the package was built with -SelfContained |
| Disk space | ~50 MB for app + room for user PDFs |
Confirm the zip name matches VERSION (1.5.40). Standard pack: CCS-PDF-Editor-Windows-1.5.40. Self-contained: …-SelfContained.
2. Download the package
Grab the zip from dist\ (repo / build share). Do not send staff the unzipped dist\ folder tree.
| Package | Use when | Zip |
|---|---|---|
| Windows (standard) | PC already has .NET 8 Desktop Runtime (smaller download) | CCS-PDF-Editor-Windows-1.5.40.zip |
| Windows (self-contained) | PC has no .NET, or you do not want a runtime install | CCS-PDF-Editor-Windows-1.5.40-SelfContained.zip |
Then copy that zip to the approved share / Intune / SCCM path and record it on SYSTEM-PROFILE.md (Windows package path). Continue at §3.
Need to build a new zip?
Only if dist\ does not already have the zip you need (new version, or you have not built that variant yet).
On a build machine with the .NET 8 SDK, from the repo root:
# Standard (needs .NET 8 Desktop Runtime on the PC)
powershell -ExecutionPolicy Bypass -File scripts\build-windows.ps1
# Self-contained (larger; writes a separate folder + zip)
powershell -File scripts\build-windows.ps1 -SelfContained
Output (side by side — self-contained does not overwrite the standard pack):
dist\CCS-PDF-Editor-Windows-1.5.40.zipdist\CCS-PDF-Editor-Windows-1.5.40-SelfContained.zip
More flags: deploy_windows/README.md.
3. Install (per user or shared folder)
3.1 Unpack
- Unzip to a stable path the user can read (and, if they save projects next to the app, write).
Examples:
- User:
%LOCALAPPDATA%\CCS\PDF-Editor\ - Shared:
\\fileserver\apps\CCS-PDF-Editor-Windows-1.5.40\
- Do not rename or separate
CcsPdfEditor.exefrom theapp\folder.
3.2 Smoke open
- Double-click
CcsPdfEditor.exe. - Confirm the window opens (WebView2 host).
- File → Open a non-sensitive sample PDF.
- Close the app.
If the EXE fails: install/repair WebView2 Runtime and .NET Desktop Runtime 8+, then retry.
3.3 Desktop shortcut (optional, recommended for SOP)
- Open the package’s
tools\folder. - Double-click
Create Desktop Shortcut.bat. - Confirm CCS PDF Editor appears on the Desktop.
Safe to re-run (overwrites the same .lnk). Also drops a copy of the shortcut in the package folder.
3.4 File associations (optional, recommended)
- In
tools\, double-clickRegister File Types.bat. - Confirm:
.ccspdfopens with CCS PDF Editor by default..pdflists CCS PDF Editor under Open with (does not replace Edge/Acrobat as default).
HKCU only — no elevation. Re-run after moving the install folder (paths are absolute).
4. What staff should know (30 seconds)
| Action | How |
|---|---|
| Start app | Desktop shortcut or CcsPdfEditor.exe |
| Fill a form | Editor workspace + Pointer tool |
| Design fields | Form workspace (F) |
| Save draft | File → Save Project (.ccspdf) |
| Save final | File → Save PDF (optional password) |
| Help | ITHelpdesk@ccsemail.org |
Full clicks: USER-GUIDE.md.
5. Uninstall / cleanup
| Goal | Steps |
|---|---|
| Remove file associations only | tools\Unregister File Types.bat |
| Remove Desktop icon | Delete Desktop CCS PDF Editor.lnk |
| Remove the app | Delete the install folder (after unregister if desired) |
No machine-wide installer is used by default; there is no Programs & Features entry unless CCS wraps this in a custom MSI later.
6. Smoke test (IT sign-off)
| # | Check | Pass? |
|---|---|---|
| 1 | EXE opens without error | ☐ |
| 2 | Open multi-page PDF; zoom | ☐ |
| 3 | Editor + Pointer: fill a field on a fillable PDF | ☐ |
| 4 | Form mode: place a text field; Editor: fill it | ☐ |
| 5 | Save Project; re-open project | ☐ |
| 6 | Save PDF (no password); fillable in Edge | ☐ |
| 7 | (Optional) Save PDF with password; unlock in Edge | ☐ |
| 8 | Desktop shortcut works | ☐ |
| 9 | Double-click sample .ccspdf (after register) |
☐ |
| 10 | Right-click PDF → Open with → CCS PDF Editor | ☐ |
7. Troubleshooting
| Symptom | Action |
|---|---|
| Blank window / WebView2 error | Install/repair Edge WebView2 Runtime |
| “.NET runtime missing” | Install .NET Desktop Runtime 8+ or redeploy self-contained build |
| Shortcut opens wrong place | Re-run Create Desktop Shortcut after moving folder |
| Associations open old path | Re-run Register File Types after move |
| Icon looks generic | Rebuild package (embeds app.ico); clear icon cache if needed |
| PHI concern | Same as any local PDF app — approved paths, close app when done |
8. Investigate a .ccspdf (incident / support)
Project files may include a short rolling audit of high-level edits (written on Save Project). Extract without the GUI — IT / IR only. Full training lab: USER-TRAINING.md Track D · format: ARCHITECTURE.md §9.2–9.3.
Installed Windows package
- Prefer a copy of the file on approved storage.
- Drag the
.ccspdfontotools\Extract Project Audit.bat, or PowerShell:
powershell -File tools\scripts\extract-ccspdf-audit.ps1 -Path "C:\path\file.ccspdf" -FullSchema -ExtractPdf
Source / browser offline pack
powershell -File scripts\extract-ccspdf-audit.ps1 -Path "C:\path\file.ccspdf" -FullSchema -ExtractPdf
Or drag onto scripts\Extract-Ccspdf-Audit.bat.
Outputs (_extract folder next to the file): _summary.txt, _audit.csv / _audit.json, optional full schema + PDF body, integrity line (OK / FAIL). Exit code 2 = hash mismatch (artifacts still written).
| Do | Do not |
|---|---|
| Pair results with OneDrive/share version history for who/when | Treat the log as legal e-sign identity proof |
| Use for high-level what changed in the project | Expect the log on final Save PDF exports |
| Decode/gunzip the trailer | Expect this tool to remove a PDF export password (different mechanism) |
9. Related
- Environment inventory: SYSTEM-PROFILE.md
- Training Track D: USER-TRAINING.md
- Architecture (
.ccspdfformat): ARCHITECTURE.md §9 - Package internals: deploy_windows/README.md (build flags live under §2 above)
Rendered for the browser from repository markdown. Edit the .md sources, then re-run powershell -File docs/marketing/render-docs.ps1 from the repo root.