Canon PRISMAdirect_Configuration PRISMAdirect Configuration Administration Guide

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Administration guide
PRISMAdirect
Configuration
Copyright
© 2016, Océ
All rights reserved. No part of this work may be reproduced, copied, adapted, or transmitted in
any form or by any means without written permission from Océ.
Océ makes no representation or warranties with respect to the contents hereof and specifically
disclaims any implied warranties of merchantability or fitness for any particular purpose.
Furthermore, Océ reserves the right to revise this publication and to make changes from time to
time in the content hereof without obligation to notify any person of such revision or changes.
Edition 2016-4 US
Trademarks
"Océ" and "PRISMA" are trademarks or registered trademarks of Océ.
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these designations are claimed as trademarks or registered trademarks of their respective
companies.
Software version
This documentation describes the functionality of PRISMAdirect v1.3.0.
Contents
Chapter 1
Login.................................................................................................................................... 9
Login................................................................................................................................................................10
Chapter 2
Start using the application.............................................................................................. 11
Add, edit or delete.......................................................................................................................................... 12
Chapter 3
Procedures.........................................................................................................................13
Introduction.....................................................................................................................................................14
Configure the payment workflow................................................................................................................. 15
Configure the file hosting providers............................................................................................................. 17
Configure the shipping workflow..................................................................................................................18
Configure the tax services workflow............................................................................................................ 21
Configure the self-registration workflow......................................................................................................24
Configure the languages................................................................................................................................25
Configure the preflight workflow.................................................................................................................. 26
Configure the email workflow....................................................................................................................... 29
Configure the VDP workflow......................................................................................................................... 31
Configure the budget management workflow.............................................................................................32
Configure the prices for media, printing, and finishing.............................................................................. 36
Configure the default price estimation settings...........................................................................................37
Configure the default quotation settings......................................................................................................38
Chapter 4
System............................................................................................................................... 41
Connectivity.................................................................................................................................................... 42
LDAP server.............................................................................................................................................. 42
Add an LDAP server.......................................................................................................................... 42
Test the connection........................................................................................................................... 49
Authentication & retrieve user data.................................................................................................50
Refresh the LDAP information..........................................................................................................51
Configure the email settings................................................................................................................... 52
Configure the file hosting providers.......................................................................................................53
Enable payment for the system.............................................................................................................. 54
Type the default pickup address.............................................................................................................55
Shipping....................................................................................................................................................56
Configure the general shipping settings......................................................................................... 56
Configure the default shipping label................................................................................................57
Enable tax services for the system......................................................................................................... 58
Setup the uniFLOW interface.................................................................................................................. 59
Configure the Remote Service................................................................................................................ 60
Web submission............................................................................................................................................. 62
Configure the general settings................................................................................................................62
Define the desk submission users.......................................................................................................... 63
Create friendly URLs................................................................................................................................ 64
Configure payment providers................................................................................................................. 65
Contents
5
PRISMAdirect 1.3.0
Configure shipping providers................................................................................................................. 66
Configure the tax services.......................................................................................................................67
Services........................................................................................................................................................... 69
Advanced infrastructure settings............................................................................................................69
Services settings...................................................................................................................................... 70
JDD service........................................................................................................................................ 70
Automatic process settings.............................................................................................................. 72
Configure the clean-up settings....................................................................................................... 74
JDF service.........................................................................................................................................75
Print Prepare Manager service settings...........................................................................................78
Print Licence Monitoring service settings....................................................................................... 79
Import service.................................................................................................................................... 80
Export service.................................................................................................................................... 83
Security........................................................................................................................................................... 85
Configure the connection to the server and web server...................................................................... 85
Select the authentication type................................................................................................................ 86
Create self-signed certificates................................................................................................................. 87
Remove certificate.............................................................................................................................87
Backup and restore.........................................................................................................................................89
Restore...................................................................................................................................................... 89
Accounting and reporting..............................................................................................................................91
Accounting................................................................................................................................................91
Enable accounting............................................................................................................................. 91
Configure the invoice settings..........................................................................................................93
Reporting.................................................................................................................................................. 94
Email the accounting reports automatically....................................................................................94
Select the accounting reports...........................................................................................................95
Configure the reports folder............................................................................................................. 96
Select the active languages for the system..................................................................................................97
Manage the corrupted orders and jobs........................................................................................................ 98
Define the path for the temporary folder..................................................................................................... 99
Define the license server settings............................................................................................................... 100
Chapter 5
Web shop.........................................................................................................................101
Introduction...................................................................................................................................................102
Access............................................................................................................................................................103
Configure the access settings............................................................................................................... 103
Layout............................................................................................................................................................105
Configure the layout.............................................................................................................................. 105
Web shop view.......................................................................................................................................107
Configure the custom columns for orders and jobs.....................................................................107
Create a filter....................................................................................................................................108
Configure the submission settings.......................................................................................................109
Pricing............................................................................................................................................................110
Manage the cost centers....................................................................................................................... 110
Reset the spent budget................................................................................................................... 111
Manage the default price approval settings........................................................................................ 112
Configure the prices...............................................................................................................................114
Configure the default price estimation settings.................................................................................. 115
Configure the default quotation settings............................................................................................. 116
Enable payment..................................................................................................................................... 117
Configure shipping................................................................................................................................ 118
Configure tax calculation.......................................................................................................................119
Configure the preflight rules....................................................................................................................... 121
Select the active languages for the web shop........................................................................................... 123
Contact information..................................................................................................................................... 124
Type the contact information settings................................................................................................. 124
Type the pickup address........................................................................................................................125
Contents
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PRISMAdirect 1.3.0
Chapter 6
User management.......................................................................................................... 127
Users..............................................................................................................................................................128
Add or edit a user...................................................................................................................................128
Edit the profile settings..........................................................................................................................130
Activate self-registered users................................................................................................................131
Import users from an LDAP server or uniFLOW server...................................................................... 132
Assign a cost centre to a user............................................................................................................... 133
Manage the price approval settings for a user....................................................................................134
User groups.................................................................................................................................................. 136
Add or edit a user group....................................................................................................................... 136
Import a user group............................................................................................................................... 139
Import user groups from an LDAP server or uniFLOW server.................................................... 139
Assign a cost center to a user group....................................................................................................141
Manage the price approval settings for a user group.........................................................................142
Manage the user roles................................................................................................................................. 144
Chapter 7
Order processing.............................................................................................................145
General settings............................................................................................................................................146
Configure the general settings..............................................................................................................146
Manage filters............................................................................................................................................... 149
Create a filter.......................................................................................................................................... 149
Configure the preflight rules....................................................................................................................... 150
Workflow configuration............................................................................................................................... 152
General settings..................................................................................................................................... 152
Manage the operators.....................................................................................................................152
Manage the categories....................................................................................................................153
Configure the workflow...................................................................................................................154
Configure the other settings...........................................................................................................155
User settings...........................................................................................................................................156
Configure the reminders.................................................................................................................156
Email templates......................................................................................................................................157
Configure the email templates....................................................................................................... 157
Ticket mappings........................................................................................................................................... 158
Use job ticket settings in printer driver................................................................................................ 158
Use job tickets settings in document................................................................................................... 159
Configure the printed ticket......................................................................................................................... 160
Chapter 8
Printer settings................................................................................................................161
Manage the printers for the application..................................................................................................... 162
Printer discovery tool.............................................................................................................................162
Add a printer manually..........................................................................................................................166
Edit the printer settings................................................................................................................................167
Manage the general settings.................................................................................................................167
Select a printer image..................................................................................................................... 168
Manage the printer configuration.........................................................................................................169
Manage the connection settings...........................................................................................................170
Manage the printer clusters.........................................................................................................................172
Add or edit a printer cluster.................................................................................................................. 172
Application settings......................................................................................................................................173
Add a color strip.....................................................................................................................................173
Add an imposition layout...................................................................................................................... 174
Contents
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PRISMAdirect 1.3.0
Chapter 9
Price and formula editor.................................................................................................175
Select a formula manager........................................................................................................................... 176
Pricing............................................................................................................................................................177
Configure the prices...............................................................................................................................177
Formulas....................................................................................................................................................... 179
Create the formulas............................................................................................................................... 179
The variable types........................................................................................................................... 180
Test the formulas................................................................................................................................... 183
Apply a discount...........................................................................................................................................184
Create a constant..........................................................................................................................................185
Configure the currency settings.................................................................................................................. 186
Backup and restore.......................................................................................................................................187
Restore.................................................................................................................................................... 187
Index.................................................................................................................................189
Contents
8
PRISMAdirect 1.3.0
Chapter 1
Login
[Login]
Introduction
Depending on the application configuration, it may be necessary to identify yourself. You have to
enter your user name and password.
Procedure
1. Enter your user name.
2. Enter your password.
3. Select [Remember my user name and password.] to log on next time, without entering your user
name and password.
You have to accept cookies from this application to support this option.
4. Click [Log in].
For easy access, you are advised to add this page to your personal bookmarks.
[Login]
10 Chapter 1 - Login
PRISMAdirect 1.3.0
Chapter 2
Start using the application
Add, edit or delete
Introduction
Action icons become available when you hover the mouse pointer over the concerning item.
Action Description
New Click the plus icon to add an item, e.g. a user or cost center. The
icon appears when you hover the mouse pointer over the item.
Edit Click the pencil icon to edit an item, e.g. a user or cost center. The
icon appears when you hover the mouse pointer over the item.
Delete Click the delete icon to delete an item, e.g. a user or cost center.
The icon appears when you hover the mouse pointer over the
item.
Add, edit or delete
12 Chapter 2 - Start using the application
PRISMAdirect 1.3.0
Chapter 3
Procedures
Introduction
This chapter contains complete procedures to configure PRISMAdirect. The following chapters
describe the configuration for each separate dialog.
Introduction
14 Chapter 3 - Procedures
PRISMAdirect 1.3.0
Configure the payment workflow
Introduction
The payment providers offer a payment service for your users. When you select one or more
payment providers, each user can pay for their orders directly. You have to configure the
payment workflow in three locations in workspace [Configuration]:
1. [System] - [Connectivity]
Enable payment for the system. Then, you can select which payment providers are available
for the system.
Configure the authentication to the SQL server instance. The system creates a payment report
per payment provider on the SQL server when the authentication is correct.
The payment report is stored in the accounting database on the SQL server. You do not have
to enable the accounting functionality to create and access the payment report. The
accounting functionality and the payment report can be enabled independently.
2. [System] - [Web submission]
You have to configure the payment providers for each web server once the payment service
is enabled.
3. [Web shop]
You have to enable the payment service for each web shop where you want to offer the
payment service.
This topic describes the complete payment workflow.
Procedure
1. Enable payment for the system
1. Click [System] - [Connectivity] - [Payment providers].
2. Enable option [Use payment providers] to enable payment for the system.
3. Select which payment providers will be available for the system.
4. Configure the credentials for the SQL server to create a payment report and store it on the
SQL server. You can create a payment report per payment provider.
You can also configure the credentials for the SQL server in [Accounting and reporting]. Click
[Accounting and reporting] - [Accounting] - [Accounting workflow]. When you change the
settings in [Accounting and reporting], the settings will also change in this dialog and vice
versa.
1. Define the [Computer name \ instance name:].
With this option, you define where the accounting database is stored. For example:
SQL_server_name\SQL_server_instance_name.
2. You have to define how the [Order processing] connects to the accounting database.
Setting Description
[Windows authentication] The current Windows user information is used for the authentica-
tion. The user is not prompted for a user name and password.
[SQL authentication] The user must type a user name and password for the SQL server.
NOTE
The payment report can be collected when the user has system administration
rights on the accounting database.
3. Click the [Test connection] button.
Click this button to test the connection to the defined server.
5. Click [Save].
2. Configure payment providers
Configure the payment workflow
Chapter 3 - Procedures 15
PRISMAdirect 1.3.0
1. Click [System] - [Web submission] - <web server> - [Payment providers].
You can configure the [Payment providers] for each web server.
2. Option [Use payment providers]
• Enabled:
The users can pay for their orders directly. You can enable one or more payment providers.
For example: PayPal.
• Disabled:
The users cannot pay for their orders directly.
You can disable the payment providers in this dialog when your Web server has no
Internet access. For example, your company uses a local area network. The user does not
receive an "unable to connect" message from the payment provider.
3. Configure each payment provider.
For example, you can define the setting [API username], et cetera when you use the PayPal
API. PayPal delivers these settings to you when you create a merchant account in PayPal.
4. Click [Save].
3. Enable payment per web shop
1. Click [Web shop] - <web shop> - [Pricing] - [Payment].
2. Enable the [Enable payment] option. Customers have to pay their orders before they can
submit their orders via the web shop.
You can customise this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom setting overrules the web shop setting for the
user group. The custom setting is used in all web shops for the concerning user group.
3. Click [Save].
Configure the payment workflow
16 Chapter 3 - Procedures
PRISMAdirect 1.3.0
Configure the file hosting providers
Introduction
The file hosting providers provide an Internet hosting service specifically designed to host user
files. When you enable file hosting providers, the users can add files from the hosting service -
the "cloud" - to their job. Both the print room operator and the customers are users that can use
the file hosting providers.
This topic describes the entire workflow for the file hosting providers.
Make sure that the JDD service user has Internet access. See [Advanced infrastructure] in
[System].
Procedure
1. You have to enable the file hosting providers for the application.
Click [System] - [Connectivity] - [File hosting providers].
2. Enable the [Use file hosting providers] option in the [Global settings] section.
• Enabled
The user can select files from file hosting providers. You can select which file hosting providers
are available for the user. For example: Dropbox.
• Disabled
The user cannot select files from file hosting providers.
3. You have to enable the file hosting providers for [Order processing] and the web servers. In other
words, enable the selected file hosting providers for both the print room operator and the
customers.
You can customise this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom setting overrules the web shop setting for the user
group. The custom setting is used in all web shops for the corresponding user group.
• Enabled
1. [Cache settings]:
You can store the data of the file hosting providers within a cache. If requested data is
contained in the cache, the request can be served by simply reading the cache, which is
comparatively faster. Otherwise, the data has to be fetched from its original storage
location, which is comparatively slower.
You must define the [cache size] and the [cache folder].
NOTE
The JDD service user must have the permission "Full Control" over the cache
folder.
2. Section [File hosting providers]
You can configure the file hosting providers. For example, you can define the [Consumer
Key] and the [Consumer Secret] when you use the Dropbox API.
The user can select files from file hosting providers.
• Disabled
The user cannot select files from file hosting providers.
4. Click [Save].
Configure the file hosting providers
Chapter 3 - Procedures 17
PRISMAdirect 1.3.0
Configure the shipping workflow
Introduction
You can offer a shipping service to your customers. When you select one or more shipping
providers, each customer can request shipment of an order via the web shop. You have to
configure the shipping workflow in three locations in workspace [Configuration]:
1. [System] - [Connectivity]
Configure the default shipping settings for the system. You can configure some of these
settings differently for the web shops. For example, you have three web shops. You have
enabled shipping on system level. Now, you can enable or disable shipping for each web
shop.
2. [System] - [Web submission]
You can enable and configure one or more shipping providers for each web server once
shipping is enabled for the system.
3. [Web shop]
You have to enable the shipping service for each web shop where you want to offer shipping.
You have to select one or more shipping formulas for each web shop.
This topic describes the complete shipping workflow.
Procedure
1. Configure the general shipping settings
1. You have to enable the shipment providers for the system.
Click [System] - [Connectivity] - [Shipping] - [General settings].
2. Option [Use shipping providers]:
• Enabled
The customer can request shipment of an order. You can select which shipment providers
are available for the customer. For example: FedEx.
• Disabled
The customer cannot request shipment of an order.
3. Select which shipment providers are available for the customer. For example: FedEx.
4. You can type a message to the customer for each provider.
Click a language to type a default message to the customer in that language. The available
languages are displayed just above the text field. The available languages are equal to the
active languages for the system. See: [System] - [Active languages for system].
Most providers offer a link that customers can click to track their package. If a provider does
not offer such a link, then you can type the web site of the shipment provider in the message.
For example: Go to shipmentprovider.com to track your order.
5. Click [Save].
2. Configure the default shipping label
1. Click [System] - [Connectivity] - [Shipping] - [Default label].
2. You can use variables from the order ticket to create the shipment label. This allows you to
use dynamic information in the label. You can use variables from the list of [Order items]
and/or the [Pickup address]. Drag and drop the variable into the label at the desired position.
A variable is indicated by '%' symbols. You can also type fixed text in the label.
3. Define the font settings for the label.
4. Enable the [Print logo in label] option to print the logo in the job ticket.
1. Click button [Browse] to select an image.
The allowed image file types are: .bmp, .jpg, .gif, .png.
Click [Clear] to remove a selected image.
2. Select the position for the logo from the drop-down list.
3. [Scale logo to page size]
Configure the shipping workflow
18 Chapter 3 - Procedures
PRISMAdirect 1.3.0
You can scale the logo to the page size. Enable the [Keep ratio] option to use the same
relation between width and height for the logo as for the page size. You have to define the
width [%] for the image.
5. Click button [Preview] to preview the shipment label.
6. Click [Save].
3. Type the default pickup address
1. Click [System] - [Connectivity] - [Origin address].
2. Type all address information in the concerning text fields.
The values in the text fields will not be validated in this dialog. The values will be validated
when the operator requests a shipment in the [Order processing] workspace. The selected
shipment provider returns an error message if any of the values are incorrect. For example,
the zip code is incorrect or the provider is not active in the specified country.
3. Click [Save].
4. Configure shipping providers
1. Click [System] - [Web submission] - <web server> - [Shipping providers].
You can configure the [Shipping providers] for each web server.
2. Option [Use shipping providers]
• Enabled:
The users can request shipment of their orders. You can enable one or more shipping
providers. For example: FedEx.
• Disabled:
The users cannot request shipment of their orders.
3. Enable the shipping providers that you want to make available to the print room. For
example: FedEx.
The customer can only select whether or not to ship an order. The operator can select which
shipping provider will ship the order.
4. Configure the shipping providers.
For example, you can define the setting User key, et cetera when you use the FedEx API. Each
shipping provider delivers the required settings to you when you create an account.
5. Click [Save].
5. Configure shipping per web shop
1. Click [Web shop] - <web shop> - [Pricing] - [Shipping].
2. Enable the [Enable shipping] option.
The customer can request shipment of an order via the web shop.
You can customise this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom setting overrules the web shop setting for the
user group. The custom setting is used in all web shops for the corresponding user group.
3. Click [Add].
You can configure one or more delivery times and assign shipping formulas to the each
delivery time.
1. Configure the maximum time to deliver an order. The shorter the delivery time, the higher
the postage.
You can type a value in the text field. Or you can click the arrow buttons to increase or
decrease the value.
2. Assign a shipping formula to the delivery time. Select a formula from the drop-down list.
3. Do this for each delivery time.
4. Click [Save].
The customer can choose one of the configured delivery times in the web shop.
6. Type the pickup address of the web shop
1. Click [Web shop] - <web shop> - [Contact information] - [Origin address].
2. [Use default origin address]
• Enabled
The web shop uses the default pickup address. See: [System] - [Connectivity] - [Shipping] -
[Origin address].
Configure the shipping workflow
Chapter 3 - Procedures 19
PRISMAdirect 1.3.0
• Disabled
You can type the pickup address for your web shop.
3. Type all address information in the concerning text fields.
The values in the text fields will not be validated in this dialog. The values will be validated
when the operator requests a shipment in the [Order processing] workspace. The selected
shipment provider returns an error message if any of the values are incorrect. For example,
the zip code is incorrect or the provider is not active in the specified country.
4. Click [Save].
7. Shipping formulas
You have to create the shipping formulas based on agreements with each shipping provider.
1. Click [Price and formula editor] - [Formulas] - [Shipping formulas for orders].
Configure the shipping workflow
20 Chapter 3 - Procedures
PRISMAdirect 1.3.0
Configure the tax services workflow
Introduction
The tax service calculates the sales taxes for the orders. You have to configure the tax services
workflow in the following locations in workspace [Configuration]:
1. [System] - [Connectivity]
Configure which tax services are available for the system.
2. [System] - [Web submission]
You have to configure the tax services for each web server once tax services are enabled for
the system.
3. [Web shop]
• [Origin address]
The tax service requires the pickup address of the print room and the delivery address of
the customer.
• [Price estimation]
The order price must be calculated first before the sales tax can be calculated.
• [Tax calculation]
You can select one tax service per web shop.
This topic describes the complete tax services workflow.
Procedure
1. Enable tax services for the system
1. Click [System] - [Connectivity] - [Tax services].
2. Enable option Use tax services to enable sales tax calculation for the system.[Use service
provider for tax calculation]
3. Select which tax services will be available for the system.
4. Click [Save].
2. Configure the tax services
1. Click [System] - [Web submission] - <web server> - [Service provider for tax calculation].
You can configure the [Tax services] for each web server.
2. Option [Use service provider for tax calculation]
• Enabled:
The tax service calculates the sales taxes for the orders.
• Disabled:
The system cannot calculate the sales taxes.
Configure the tax services workflow
Chapter 3 - Procedures 21
PRISMAdirect 1.3.0
You can disable the tax services in this dialogue when your Web server has no Internet
access. For example, your company uses a local area network. The user does not receive
an "unable to connect" message.
3. Configure each tax service.
For example, you can define the setting Account number, et cetera when you use the Avalara
API. Avalara delivers these settings to you when you create a merchant account.
4. Click [Save].
3. Type the default pickup address
1. Click [System] - [Connectivity] - [Origin address].
2. Type all address information in the concerning text fields.
3. Click [Save].
4. Configure the tax calculation for each web shop
1. Click [Web shop] - <web shop> - [Contact information] - [Origin address].
You have to configure the pickup address of the web shop if you want to use the tax service.
Configure the tax services workflow
22 Chapter 3 - Procedures
PRISMAdirect 1.3.0
2. Click [Web shop] - <web shop> - [Pricing] - [Price estimation].
You have to enable price estimation if you want to use the tax service.
3. Click [Web shop] - <web shop> - [Pricing] - [Tax calculation].
4. Enable the [Enable tax calculation] option.
5. Select a tax service from the drop-down list.
The tax service calculates the sales taxes for the orders.
6. Click [Save].
Configure the tax services workflow
Chapter 3 - Procedures 23
PRISMAdirect 1.3.0
Configure the self-registration workflow
Introduction
You have to configure self-registration for each web shop. The scenario to enable self-registration
is:
1. For each web shop:
• Configure if users are allowed to create an account for Web Submission via self-
registration.
• Configure if each account is activated automatically or manually.
2. For accounts that must be activated manually:
You can activate or deactivate any self-registered user accounts.
This topic describes the complete self-registration workflow.
Procedure
1. Allow self-registration per web shop
1. Click [Web shop] - <web shop> - [Access] - [General settings].
2. [Allow self-registration]
Customers can create their own accounts when you enable this option. The link [Create an
account] appears in the login screen of the Web Submission.
3. [Use CAPTCHA]
Customers have to type the displayed alphanumerical characters while creating an account.
4. [The system administrator must activate all new self-registered user accounts.]
• True
The system administrator receives an email when a user has created a new account via
self-registration. The system administrator must activate each account manually.
Type the email address for the system administrator.
• False
All new user accounts are activated automatically.
Once an account is activated, you can manage the concerning user in workspace [User
management]. You can add the user to a user group, assign a cost center, etc.
5. Click [Save].
2. Activate self-registered users
1. Click [User management] - [Users] - [Self-registered users].
2. Select which new accounts you want to activate.
3. Click [Save].
The application sends an email to each user whose account is activated.
Once an account is activated, you can manage the corresponding user in workspace [User
management]. You can add the user to a user group, assign a cost center, etc.
Configure the self-registration workflow
24 Chapter 3 - Procedures
PRISMAdirect 1.3.0
Configure the languages
Introduction
You can select which languages must be active for the system. Then, you can configure which
languages are available for the customers. You have to configure this for each web shop. You
have to configure the languages in the following locations in workspace [Configuration]:
1. [System]
Select the active languages for the system.
A language link will become available in the components of the system, e.g. the [Order
processing]. The user can change the display language via the language link.
2. [Web shop]
Configure which of the system languages are available per web shop.
3. [Web shop]
Allow customers to change the language of the web shop.
4. [Web shop]
Select the language of the logon page of the web shop.
This topic describes how you can select the active languages for the system and the web shops.
Procedure
1. Select the active languages for the system
1. Click [System] - [Active languages for system]
2. Enable all languages that you want to offer to your users.
By default, the installation language is enabled.
3. Click [Save].
2. Allow customers to change the language of the web shop
1. [Allow the customer to change the language]
Enable this option to allow a user to change the language of the Web Submission.
If this option is disabled, Web submission is displayed in the installation language and the
user is not able to change the language.
2. Click [Save].
3. Select the language of the logon page of the web shop
1. Click [Web shop] - <web shop> - [Layout] - [Layout].
2. [Language]
Select the language of the Web Submission logon page.
3. Click [Save].
4. Select the active languages for the web shop
1. Click [Web shop] - <web shop> - [Active languages].
2. Select the default language of the web shop from the drop-down list.
3. Enable all languages that you want to offer to your customers.
4. Click [Save].
Configure the languages
Chapter 3 - Procedures 25
PRISMAdirect 1.3.0
Configure the preflight workflow
Introduction
A preflight operation is a quality check of your document. You can configure the application to
automatically preflight a PDF file when:
• The operator generates a proof PDF in the order processing console.
• The customer adds a file to an order in the web shop.
The preflight operation checks if any rules are violated in the PDF file(s). You can configure most
of the rules. You can configure some rules to detect and fix a violation. Other rules can only be
configured to detect a violation. These violations can only be solved manually in the concerning
PDF file by the customer or the operator. The operation generates a preflight report and an
annotated file. The preflight report shows a summary of the problems that have been found and
fixed.
You have to configure the preflight settings in the following locations in workspace
[Configuration]:
1. [Order processing]
You have to configure the preflight rules for the [Order processing] workspace.
2. [Web shop]
You can configure the preflight settings for each web shop. These settings will also be used
when you create an order for this web shop in the [Order processing].
3. [System]
You can configure the number of preflight processes that can run in parallel.
4. You can attach the preflight report to emails to your customer. To configure the email
templates, go to: [Order processing] - [Workflow configuration] - [Email templates].
This topic describes how you can configure the preflight settings for each web shop.
Procedure
1. Configure the preflight rules for the workspace [Configuration]
1. Click [Order processing] - [Preflight].
2. Click the following rules to configure the rules.
You can configure some rules to detect and fix a violation. Other rules can only be configured
to detect a violation. These violations can only be solved in the concerning PDF file by the
customer or the operator.
• [PDF actions and scripting rule:]
• [Content too close to border rule:]
• [Embedded fonts rule:]
• [Hairline rule:]
• [Image compression is too high rule:]
• [Image resolution is too high rule:]
• [Image resolution is too low rule:]
You can only enable or disable the following rules. The preflight operation cannot fix these
violations. These violations can only be solved manually in the concerning PDF file by the
customer or the operator.
• [Restricted permissions rule:]
• [Transparency rule:]
• [Overprint rule:]
3. Enable or disable each rule in the [Enabled] column.
4. Define the [Severity] of each rule.
• [Warning]
A violation of the rule is detected. You can ignore the warning.
Configure the preflight workflow
26 Chapter 3 - Procedures
PRISMAdirect 1.3.0
• [Error]
A violation of the rule is detected. The violation of the rule must be fixed.
5. You can define a timeout. The value is the timeout value in minutes.
When the timeout value is exceeded, the preflight operation is canceled.
6. [Enable automatic preflight]
When you enable this option, the application preflights each PDF file that the customer adds
to an order in the web shop. When the customer adds a non-PDF file, then the file must be
converted to PDF first before the preflight operation can start.
When you disable this option, the submitted files of the customer cannot be preflighted in the
web shop. The files can only be preflighted when the operator generates a proof PDF in the
order processing console.
You can customize this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom settings overrule the web shop settings for the
user group. The custom settings are used in all web shops for the concerning user group.
7. Click [Save].
2. Configure the preflight rules for each web shop
1. Click [Web shop] - <web shop> - [Preflight].
2. Click the following rules to configure the rules.
You can configure some rules to detect and fix a violation. Other rules can only be configured
to detect a violation. These violations can only be solved in the concerning PDF file by the
customer or the operator.
• [PDF actions and scripting rule:]
• [Content too close to border rule:]
• [Embedded fonts rule:]
• [Hairline rule:]
• [Image compression is too high rule:]
• [Image resolution is too high rule:]
• [Image resolution is too low rule:]
You can only enable or disable the following rules. The preflight operation cannot fix these
violations. These violations can only be solved manually in the concerning PDF file by the
customer or the operator.
• [Restricted permissions rule:]
• [Transparency rule:]
• [Overprint rule:]
3. Enable or disable each rule in the [Enabled] column.
4. Define the [Severity] of each rule.
• [Warning]
A violation of the rule is detected. You can ignore the warning.
• [Error]
A violation of the rule is detected. The violation of the rule must be fixed.
5. You can define a timeout. The value is the timeout value in minutes.
When the timeout value is exceeded, the preflight operation is canceled.
6. [Enable automatic preflight]
When you enable this option, the application preflights each PDF file that the customer adds
to an order in the web shop. When the customer adds a non-PDF file, then the file must be
converted to PDF first before the preflight operation can start.
When you disable this option, the submitted files of the customer cannot be preflighted in the
web shop. The files can only be preflighted when the operator generates a proof PDF in the
order processing console.
You can customize this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom settings overrule the web shop settings for the
user group. The custom settings are used in all web shops for the concerning user group.
7. Click [Save].
Configure the preflight workflow
Chapter 3 - Procedures 27
PRISMAdirect 1.3.0
3. Configure the number of preflight processes that can run in parallel
1. Click [System] - [Services] - [Services settings] - [Automatic process].
2. Set the number of preflight processes.
It is recommended that you define the same number of preflight processes as you have web
shops for which option [Enable automatic preflight] is enabled.
The number of processes can impact the performance of the application.
3. Click [Save].
Configure the preflight workflow
28 Chapter 3 - Procedures
PRISMAdirect 1.3.0
Configure the email workflow
Introduction
You have to configure the email settings in three locations in workspace [Configuration]:
1. [System]
You have to configure the email settings and the SMTP server of the print room.
2. [Order processing]
• You can allow the operator to attach additional files to the default email messages to the
customer.
• You can create default email messages.
This topic describes the complete email workflow.
Procedure
1. Configure the SMTP server of the print room and the email settings
1. Click [System] - [Connectivity] - [Email settings].
2. Type the email address of the print room.
When you type a different email address for a web shop, then this email address is
overwritten.
3. Type the name that will be used in the 'From' field of the email message. For example: 'Print
room'.
4. Type any Cc addresses.
5. The operator can add or remove email addresses from the 'Cc' field when you enable option
[Allow the operator to add Cc addresses].
6. [SMTP server:]
1. Type the address and the port number of your email server.
Ask your IT department for details. Only SMTP mail servers are supported. The range for
the port number is: 0 to 64000.
2. Click the [Test connection] button to test the connection to the [SMTP server:].
3. [SMTP server authentication:]
Some SMTP servers require that the sender is authenticated before the server sends e-
mail on its behalf. The sender is authenticated using the credentials of the currently
logged on user. If this option is set to false, then email is sent to the server anonymously.
The value for this option depends on how the client has configured the SMTP server.
Setting Description
[Anonymous] Select this value if no authentication is required for your SMTP
server.
[Custom authentication] Type a valid PRISMAdirect user and its password.
You can use the [Test connection] button to check the entered cre-
dentials.
7. [Send emails from server]
Choose whether the e-mails are sent directly from the [Order processing] or from the server.
This can be important because of virus scanners, strict policy and firewall rules in place on
the different PCs.
8. Click [Save].
2. Create default email messages for all stages of the order workflow.
1. Click [Order processing] - [Workflow configuration] - [Email templates].
2. Select the email template that you want to configure.
Configure the email workflow
Chapter 3 - Procedures 29
PRISMAdirect 1.3.0
3. You can change the subject of the email message.
You can change the default email message for each available language. The languages are
enabled in [Active languages for system] in the [System] component.
Click [Revert to default] to use the default email message again. Your changes will be
discarded.
4. Your email message can contain variables from the job ticket. This allows you to send a
dynamic message, containing job-specific information. You can use variables from the list of
order items and/or the product items. You can use the product items only in text field [Job
information (per job):]. Drag and drop the variable into the message at the desired position. A
variable is enclosed by '%' symbols.
You can include a hyperlink to the order in your email. Drag and drop [Hyperlink to order] into
the message. When the customer clicks the hyperlink, a web page opens that contains the
concerning order.
5. You can configure which files are automatically attached to the email message.
• Select option [Attach the document] to attach the final PDF document to the email
message.
• Select the [Attach the job ticket] option to attach the job ticket to the email message.
• Select the [Attach the preflight report] option to attach the preflight report to the email
message.
NOTE
The operator can attach additional files to an email message when the [Allow
operator to attach files when sending email.] option is enabled. See [Other settings]
in the [Workflow configuration] dialog.
6. Click [Save].
7. Repeat these steps for all email templates.
3. Allow the operator to attach additional files to the default email messages.
1. [Allow operator to attach files when sending email.]
You can define the email templates in section [Email templates]. In that section, you can
define which files will be attached to the emails by default. When you enable this option, you
can allow the operator to attach additional files to the email messages to the customer.
2. Click [Save].
Configure the email workflow
30 Chapter 3 - Procedures
PRISMAdirect 1.3.0
Configure the VDP workflow
Introduction
The VDP functionality is available in the PRISMA Core. The PRISMA Core is installed on the
server. Therefore, all actions and validations concerning the VDP functionality are executed on
the server. Jobs are created via the Web Submission and the Order processing. These
applications must have access to the server when they are installed on separate computers. The
Order processing and the Web server connect to the server via the port for the Print Prepare
Manager service.
You have to configure the VDP functionality in two locations in workspace [Configuration]:
1. [Print Prepare Manager service]in [System]
The Order processing and the Web server connect to the server via the port for the Print
Prepare Manager service. These applications must have access to the server to use the VDP
functionality.
2. [VDP settings]in [System]
Define the maximum number of pages of a variable data document shown in the [Preview] or
[Proof PDF].
Procedure
1. Define the port for the Print Prepare Manager service.
1. Click [System] - [Services] - [Services settings] - [Print Prepare Manager service].
2. Define the port for the Print Prepare Manager service.
The port for the Print Prepare Manager service must be accessible from the Order processing
and the Web server.
3. Click [Save].
2. Configure the preview of a variable data document.
1. Click [Order processing] - [General settings] - [General settings].
2. Define the maximum number of pages of a variable data document shown in the [Preview] or
[Proof PDF]. The maximum value for this option is 2000 pages.
A high number of pages can decrease the performance of the application.
3. Click [Save].
Configure the VDP workflow
Chapter 3 - Procedures 31
PRISMAdirect 1.3.0
Configure the budget management workflow
Introduction
You can manage the budgets for users and user groups. You have to create one or more cost
centers for each web shop. You have to assign a budget to each cost center. Then, you can assign
one or more users and user groups to each cost center. For the assigned users the order prices
are deducted from the budget. You can set a maximum price for an order for each user or user
group. In this case, an approver has to accept or reject the order when the price exceeds the
maximum price.
You have to configure the cost centers in two locations in workspace [Configuration]:
1. [Web shop]
You have to create one or more cost centers for each web shop.
2. [User management]
You can assign one or more users and user groups to each cost center.
You have to configure the price approval workflow in two locations in workspace [Configuration]:
1. [Web shop]
You can define the default price approval settings for each web shop.
2. [User management]
You can define custom price approval settings for users and user groups. The custom settings
overwrite the default price settings for each web shop.
Alternatively, you can setup an interface between the PRISMAdirect server and the uniFLOW
server. The uniFLOW server then manages the cost centers and the price approval workflow. See
Setup the uniFLOW interface
on page 59
NOTE
The cost centers and the price approval workflow are part of the budget management workflow.
When the payment workflow is enabled, then the budget management workflow is disabled.
You can assign one or more cost centers to a user group for each web shop.
Procedure
1. Create one or more cost centers for each web shop.
1. Click [Web shop] - <web shop> - [Pricing] - [Cost centers].
You have to configure the cost centers for each web shop.
2. Click the plus icon to add a cost center. An empty cost center is created.
Click the pencil icon to edit the cost center. The cost center is expanded.
3. Edit the caption. The caption is the displayed name of the cost center.
You can use the characters: 'a - z', 'A - Z', '0 - 9', '_' . Spaces are allowed for the caption.
4. Type a description for the cost center.
5. Define the email address of the approver for this cost center. When you add more than one
email address, you must use a semicolon to separate the addresses.
The approver receives an email when the spent budget exceeds the specified threshold.
6. Define the available budget for the cost center.
7. [Send warning at threshold [%]:]
Define a percentage of the available budget. The approver receives an email when the spent
budget exceeds the specified threshold. The approver can increase or decrease the available
budget, or reset the spent budget.
The email message is predefined but it can be changed. It can be changed from the [Workflow
configuration], in the section [Email templates].
Configure the budget management workflow
32 Chapter 3 - Procedures
PRISMAdirect 1.3.0
8. [Use cost center one level down:]
For example, you can create a top level cost center which contains the total budget. Then you
create a cost center per department. The cost center for each department uses part of the total
budget. When you enable this option for the top level cost center, then users can only select
one of the departmental cost centers.
9. Select the default cost center.
When multiple cost centres are assigned to a user, the default cost center is selected for that
user in the web shop. Customers can always select another cost centers in the web shop.
10. Click [Save].
2. Define the default price approval settings for each web shop.
1. Click [Web shop] - <web shop> - [Pricing] - [Price approval workflow].
You have to configure the default price approval settings for each web shop.
2. Click [New level].
Define a maximum price for the current level. You can type a value in the spinbox for the
budget.
3. Define the email address of the approver for the current level. When you add more than one
email address, you must use a semicolon to separate the addresses.
The approver receives an email when the order price exceeds the maximum price for the
current level. The approver of the current level must approve or reject the order. If the price
exceeds the maximum price of the next level, an approver of that level must also approve or
reject the order.
NOTE
The approver for level 1 can forward the approval form to the approver for level 2.
4. Click button [New level] to define a maximum price for the new level. The maximum price of
the new level must be higher than the maximum price of the previous level.
5. [Allow an approver to accept on behalf of higher level approvers.]
When you enable this option, each approver can always accept or reject an order, regardless
of the price.
6. [Motivation to approve price]
Click a language to type a default motivation to approve the price in that language. The
available languages are displayed just above the text field. The customer can edit the
motivation when the order price exceeds the maximum price for level 1.
7. Click [Save].
3. Assign one or more users to each cost center.
1. Click [User management] - [Users] - [Cost centers] - <web shop>.
You have to configure the cost centers for each web shop.
2. Select a user.
The available cost centres for the user appear.
3. Click the checkbox to assign a cost center to the user. The checkbox appears when you hover
the mouse pointer over a cost center.
You can assign multiple cost centres to the user. The cost centers are added to the [Assigned
cost centers].
• Click the view icon to view the configuration of the cost center. The icon appears when you
hover the mouse pointer over a cost center.
4. Deselect the cost centers that you want to remove for the user in section [Available cost
centers].
Or you can click the delete icon in section [Assigned cost centers]. The icon appears when you
hover the mouse pointer over a cost center.
5. Click [Save].
4. You can define custom price approval settings for users. The custom settings overwrite the
default price settings for each web shop.
Configure the budget management workflow
Chapter 3 - Procedures 33
PRISMAdirect 1.3.0
1. Click [User management] - [Users] - [Price approval workflow] - <web shop>.
You have to configure the price approval settings for each web shop.
2. Select a user.
The price approval settings for the user appear.
3. Click [New level].
Define a maximum price for the current level. You can type a value in the spinbox for the
budget.
4. Define the email address of the approver for the current level. When you add more than one
email address, you must use a semicolon to separate the addresses.
The approver receives an email when the order price exceeds the maximum price for the
current level. The approver of the current level must approve or reject the order. If the price
exceeds the maximum price of the next level, an approver of that level must also approve or
reject the order.
NOTE
The approver for level 1 can forward the approval form to the approver for level 2.
5. Click button [New level] to define a maximum price for the new level. The maximum price of
the new level must be higher than the maximum price of the previous level.
6. [Allow an approver to accept on behalf of higher level approvers.]
When you enable this option, each approver can always accept or reject an order, regardless
of the price.
7. Click [Save].
5. Assign one or more user groups to each cost center.
1. Click [User management] - [User groups] - [Cost centers] - <web shop>.
You have to configure the cost centers for each web shop.
2. Select a user group.
The available cost centers for the user group appear.
3. Click the checkbox to assign a cost center to the user group. The checkbox appears when you
hover the mouse pointer over a cost center.
You can assign multiple cost centers to the user group. The cost centers are added to the
[Assigned cost centers].
• Click the view icon to view the configuration of the cost center. The icon appears when you
hover the mouse pointer over a cost center.
4. Deselect the cost centers that you want to remove for the user group in section [Available
cost centers].
Or you can click the delete icon in section [Assigned cost centers]. The icon appears when you
hover the mouse pointer over a cost center.
5. Click [Save].
6. You can define custom price approval settings for user groups. The custom settings overwrite
the default price settings for each web shop.
1. Click [User management] - [User groups] - [Price approval workflow] - <web shop>.
You have to configure the price approval settings for each web shop.
2. Select a user group.
The price approval settings for the user group appear.
3. Click [New level].
Define a maximum price for the current level. You can type a value in the spinbox for the
budget.
4. Define the email address of the approver for the current level. When you add more than one
email address, you must use a semicolon to separate the addresses.
The approver receives an email when the order price exceeds the maximum price for the
current level. The approver of the current level must approve or reject the order. If the price
exceeds the maximum price of the next level, an approver of that level must also approve or
reject the order.
Configure the budget management workflow
34 Chapter 3 - Procedures
PRISMAdirect 1.3.0
NOTE
The approver for level 1 can forward the approval form to the approver for level 2.
5. Click button [New level] to define a maximum price for the new level. The maximum price of
the new level must be higher than the maximum price of the previous level.
6. [Allow an approver to accept on behalf of higher level approvers.]
When you enable this option, each approver can always accept or reject an order, regardless
of the price.
7. Click [Save].
Configure the budget management workflow
Chapter 3 - Procedures 35
PRISMAdirect 1.3.0
Configure the prices for media, printing, and finishing
Introduction
You have to configure the prices in the following locations in workspace [Configuration]:
1. [Price and formula editor]
You have to configure the prices for the system.
You have to configure the prices for media, printing and finishing options. You can configure
the prices for choice items that you want to use in formulas. You have to configure the prices
for stationery products. When you have configured the prices, you can create formulas for
jobs and for orders.
2. [Web shop]
When the prices are configured for the system, you can configure the prices for each web
shop. The prices for a web shop overrule the settings for the system.
All items for media, printing and finishing are defined in and retrieved from the [Product and
order editor]. This is also true for the choice items.
Procedure
1. Configure the prices for the system.
1. Click [Price and formula editor] - [Pricing].
2. Click [Prices for media].
3. Define values for all options in the dialog. You can type a value in the text field. Or you can
click the arrow buttons to increase or decrease the value.
4. Click [Save].
5. Do the same for:
• [Prices for printing]
• [Prices for finishing]
2. You can configure the prices for each web shop. The prices for a web shop overrule the settings
for the system.
1. Check that the default prices are configured.
Click [Price and formula editor] - [Pricing].
2. Configure if the default prices must be increased or decreased for each web shop.
Click [Web shop] - <web shop> - [Pricing] - [Pricing].
3. Define percentages for all options in the dialogue. You can type a percentage in the text field.
Or you can click the arrow buttons to increase or decrease the percentage. Define if the
percentage must be added or subtracted for each option.
4. Click [Save].
Configure the prices for media, printing, and finishing
36 Chapter 3 - Procedures
PRISMAdirect 1.3.0
Configure the default price estimation settings
Introduction
You can define the default price estimation settings for the web shop.
You can define the price settings for and assign formulas to:
• Product
Select a product in the [Product and order editor] workspace. You can define the [Price
estimation] and [Quotation] settings for each product. The product settings overrule the user
group and the web shop settings.
• User groups
You can customize the [Price estimation] and [Quotation] settings for each user group. The
custom settings overrule the web shop settings for the user group. The custom settings are
used in all web shops for the corresponding user group.
• Each web shop
You can define the [Price estimation] and [Quotation] settings for each web shop.
The jobs created with a product will use the following price settings and formulas:
1. If a formula is assigned to the product, then this formula is used.
2. Otherwise, the formula and price settings assigned to the user group are used.
3. If no formulas are assigned to the product or user group, then the formulas and price settings
assigned to the web shop are used.
Procedure
1. Define the [Price estimation] and [Quotation] settings for each product.
Select a product in the [Product and order editor] workspace. You can define the [Price
estimation] and [Quotation] settings for each product. The product settings overrule the user
group and the web shop settings.
2. You can customize the [Price estimation] and [Quotation] settings for each user group.
You can customize the [Price estimation] and [Quotation] settings for each user group. The
custom settings overrule the web shop settings for the user group. The custom settings are used
in all web shops for the concerning user group. See
Add or edit a user group
on page 136.
3. Define the [Price estimation] and [Quotation] settings for each web shop.
1. Click [Web shop] - <web shop> - [Pricing] - [Price estimation].
2. [Price estimation]
• [Yes]
The [Price estimation] option is available in Web Submission. A user is always presented
with an estimation of the job cost.
• [No]
The [Price estimation] option is not available in Web Submission. A user is never presented
with an estimation of the job cost.
• [Always]
A user is always presented with an estimation of the job cost. The user cannot submit the
job until the cost of the job is estimated.
3. [Select formulas]
Drag and drop the available formulas to the active formulas. Do this for both the jobs and the
orders.
4. Click [Save].
Configure the default price estimation settings
Chapter 3 - Procedures 37
PRISMAdirect 1.3.0
Configure the default quotation settings
Introduction
You can define the default quotation settings for the web shop. The operator calculates and sends
the quotation to the customer. A license is required to use the quotation functionality.
You can define the price settings for and assign formulas to:
• Product
Select a product in the [Product and order editor] workspace. You can define the [Price
estimation] and [Quotation] settings for each product. The product settings overrule the user
group and the web shop settings.
• User groups
You can customize the [Price estimation] and [Quotation] settings for each user group. The
custom settings overrule the web shop settings for the user group. The custom settings are
used in all web shops for the corresponding user group.
• Each web shop
You can define the [Price estimation] and [Quotation] settings for each web shop.
The jobs created with a product will use the following price settings and formulas:
1. If a formula is assigned to the product, then this formula is used.
2. Otherwise, the formula and price settings assigned to the user group are used.
3. If no formulas are assigned to the product or user group, then the formulas and price settings
assigned to the web shop are used.
Procedure
1. Define the [Price estimation] and [Quotation] settings for each product.
Select a product in the [Product and order editor] workspace. You can define the [Price
estimation] and [Quotation] settings for each product. The product settings overrule the user
group and the web shop settings.
2. You can customize the [Price estimation] and [Quotation] settings for each user group.
You can customize the [Price estimation] and [Quotation] settings for each user group. The
custom settings overrule the web shop settings for the user group. The custom settings are used
in all web shops for the corresponding user group. See
Add or edit a user group
on page 136.
3. Define the [Price estimation] and [Quotation] settings for each web shop.
1. Click [Web shop] - <web shop> - [Pricing] - [Quotation].
2. [Quotation]
• [Yes]
The [Quotation] option is available in Web Submission. A user can request a quotation.
• [No]
The [Quotation] option is not available in Web Submission. A user cannot request a
quotation.
• [Always]
A user is always presented with a quotation. The user cannot disable the request to
calculate a quotation.
3. [Price can be accepted on behalf of the customer:]
Enable this option to allow the operator to accept the quotation on behalf of the customer.
Disable this option to force the customer to accept or reject the quotation.
4. [An order can be printed only after the price is calculated.]
Enable this option to force the operator to always calculate the quotation. The quotation must
be calculated for a correct budget control.
5. [Formula for job:]
You have to select a formula to calculate the quotations of the jobs.
Configure the default quotation settings
38 Chapter 3 - Procedures
PRISMAdirect 1.3.0
6. [Formula for order:]
You have to select a formula to calculate the quotations of the orders.
7. Click [Save].
Configure the default quotation settings
Chapter 3 - Procedures 39
PRISMAdirect 1.3.0
Configure the default quotation settings
40 Chapter 3 - Procedures
PRISMAdirect 1.3.0
Chapter 4
System
Connectivity
LDAP server
Add an LDAP server
Introduction
You can use LDAP servers for authentication and to retrieve user data.
Procedure
1. Click [System] - [Connectivity] - [LDAP server] - [LDAP servers].
2. Click [Add] or [Edit] to open the [Edit LDAP server settings] dialog.
When you add a new LDAP server you have to configure the LDAP server settings.
3. You can configure the LDAP server(s) in this dialogue.
Setting Description
[Domain name for LDAP
server:]
You can define a custom name for the LDAP server. The custom
name must be unique.
NOTE
An LDAP server can be used for Windows authentica-
tion of users.
[Credentials policy: ] The credentials policy defines which credentials are used by the
JDF Framework service to connect to the LDAP server.
You can select one of the following credential policies:
• [Use the credentials of the currently logged on user]
These are the credentials that are stored in the global settings
of the LDAP server. These credentials are used for each connec-
ted LDAP server. These credentials are not defined in the appli-
cation by the user.
[Use the credentials of the currently logged on user] is the de-
fault value for the drop-down list. This value can always be
used for each LDAP server.
• [Use the credentials which are stored on the LDAP server]
These are the credentials that you define in [LDAP server user
name:] and [LDAP user password:].
• [Use the credentials of the Windows user who runs the JDF
Framework service]
You can select this credential policy only for Secure-based au-
thentication types. This credential policy supports Integrated
Windows Authentication (IWA) only.
These credentials are defined by the user during the installation
of the application. The Windows user can be DocWorker, a local
user, or a selected domain user.
You can identify the Windows user who runs the JDF Frame-
work in the Services dialogue of Microsoft Windows:
.\JdfFramework: local user
.\DocWorker: DocWorker
Secure authentication type 4
Connectivity
42 Chapter 4 - System
PRISMAdirect 1.3.0
Setting Description
[LDAP server user name:] You must supply a user name and password to retrieve informa-
tion from the LDAP server.
This option becomes available when you select value [Use the cre-
dentials which are stored on the LDAP server] in option [Creden-
tials policy: ].
[LDAP user password:] You must supply a user name and password to retrieve informa-
tion from the LDAP server.
This option becomes available when you select value [Use the cre-
dentials which are stored on the LDAP server] in option [Creden-
tials policy: ].
[Server address:] You must define the address of the LDAP server. If you define only
the address of the LDAP server, the users are searched through
the entire LDAP server. You can also define the server address and
the search root. When you define the server address and the
search root, the search for users starts at the defined root on the
server.
For example: LDAP://sro.company.net:389/DC=sro,DC=compa-
ny,DC=net, where:
• sro.company.net
The address of the domain controller.
• 389
The port which is used to connect to the LDAP server.
The default port number for a non-secure connection is 389.
The default port number for a secure connection is 636.
• DC=sro,DC=company,DC=net
The path to search for users in the active directory tree on the
LDAP server.
[Server type:] Select a server type. The server types which start with “Native…”
are preferred.
The other server types are available for backwards compatibility.
[Use secure connection
(SSL)]
Select this option if you want to create a secure connection to the
LDAP server.
You must update the port number in option [Server address:]
when you want to use a secure connection. The default port num-
ber for a non-secure connection is 389. The default port number
for a secure connection is 636.
To be able to select this option, the LDAP server has to support
this.
[User filter:] A default user filter is created automatically when the LDAP server
is used for authentication or to retrieve user data. Only users that
pass the filter can be imported from the LDAP server.
You can edit the filter. The minimum filter is the LDAP attribute for
user name, for example: (sAMAccountName=%u). The user filter
must contain "%u" as placeholder for the user name. The mini-
mum filter will always work, but it is not time efficient.
The filter must be updated when the [LDAP attribute for user
name:] is changed. 4
Add an LDAP server
Chapter 4 - System 43
PRISMAdirect 1.3.0
Setting Description
[LDAP attribute for user
name:]
You can define the LDAP attribute that contains the user name.
The default LDAP attribute is used for the user name if this field is
left empty. The default LDAP attribute depends on the server type.
[User group filter:] A default user group filter is created automatically when the LDAP
server is used for authentication or to retrieve user data. Only user
groups that pass the filter can be imported from the LDAP server.
You can edit the filter. The minimum filter is the LDAP attribute for
group name, for example: (cn=%g). The user group filter must
contain "%g" as placeholder for the user group name. The mini-
mum filter will always work, but it is not time efficient.
The filter must be updated when the [LDAP attribute for group
name:] is changed.
[LDAP attribute for group
name:]
You can define the LDAP attribute that contains the group name.
The default LDAP attribute is used for the group name if this field
is left empty. The default LDAP attribute depends on the server
type.
4. [Authentication used to connect to LDAP server:]
You can define the type of authentication which the application uses to connect to the LDAP
server. See
Authentication types
on page 45
5. [Authentication used to connect user to the LDAP server:]
You can define the type of authentication which the application uses to authenticate a user on the
LDAP server. See
Authentication types
on page 45
6. Allow automatic creation of users:
Every user who logs on to the application with an [LDAP server user name:] and an [LDAP user
password:] is created automatically.
The [User type] of an automatically created user becomes:
• [Windows user] if the user is authenticated via Windows authentication.
• [LDAP user] if the user is authenticated via custom authentication.
An automatically created user belongs to the group of [Customers].
The users in the [Customers] group can access the [Web Submission].
7. Type an LDAP attribute for each enabled profile attribute.
You can map information that is available within the LDAP server to the [Profile settings] of the
customers. When the LDAP server is used to retrieve user data, the profile attributes receive the
value of the mapped LDAP attribute. The [Profile settings] of the customers then automatically
receive the data from the LDAP server.
• If the LDAP attribute contains a value, the associated profile attribute is filled in. The customer
cannot change the profile attribute.
• If the LDAP attribute does not contain a value, the associated profile attribute is left empty. The
customer must define the value of the profile attribute.
• If you deselect a profile attribute, the user can change the value of the profile attribute.
The LDAP attributes may not be present in all the LDAP servers or might not contain relevant
information.
8. You can map LDAP attributes to job ticket items. When the LDAP server is used to retrieve user
data, the job ticket items receive the value of the mapped LDAP attribute.
1. Click [Add].
2. Select a job ticket item from the drop-down list.
3. Type the LDAP attribute that contains the information that you want to use for the job ticket
item.
4. Do this for all job ticket items that you want to map to LDAP attributes.
Add an LDAP server
44 Chapter 4 - System
PRISMAdirect 1.3.0
9. Click [Save].
Authentication types
Introduction
You can define the type of authentication which the application uses to connect to the LDAP
server. And you can define the type of authentication which the application uses to authenticate a
user on the LDAP server. Authentication types can be combined with an optimization, e.g.
NoneAndServerBind. This authentication type can be combined with the ServerBind optimization.
• The authentication types are described in the table "Authentication types".
• The optimizations for the authentication types are described in the table "Authentication
optimizations".
NOTE
In LDAP "authentication" is called "bind".
Authentication types
Authentication type Description
None None means a simple bind to the server using plain text
credentials. A simple bind is the only binding mecha-
nism defined in the LDAP specification itself. None has a
high compatibility across LDAP server vendors.
WARNING: this authentication is NOT SECURE because
plain text credentials are used.
Possible usage: All server types, but this authentication
type is not recommended.
NoneAndServerBind This is the None authentication type combined with the
ServerBind optimisation.
WARNING: this authentication is NOT SECURE because
plain text credentials are used.
Possible usage: ActiveDirectory, but this authentication
type is not recommended.
NoneAndFastServerBind This is the None authentication type combined with
ServerBind and FastBind optimizations.
WARNING: this authentication is NOT SECURE because
plain text credentials are used.
Possible usage: ActiveDirectory, but this authentication
type is not recommended.
Anonymous Anonymous means that no authentication is done. Most
LDAP servers do not allow anonymous access by de-
fault, or give a very restrictive access to the server.
Possible usage: All server types, but this authentication
type is not recommended.
AnonymousAndServerBind This is the Anonymous authentication type combined
with the ServerBind optimisation.
Possible usage: ActiveDirectory, but this authentication
type is not recommended. 4
Authentication types
Chapter 4 - System 45
PRISMAdirect 1.3.0
Authentication type Description
AnonymousAndFastServerBind This is the Anonymous authentication type combined
with ServerBind and FastBind optimizations.
Possible usage: ActiveDirectory, but this authentication
type is not recommended.
Secure Secure is the Windows authentication method, which re-
lies on the Windows Security Support Provider Interface
(SSPI). The SSPI usually selects the Windows Negotiate
protocol with Kerberos or NTLM authentication. Secure
supports both explicit credentials and Integrated Win-
dows Authentication (IWA).
WARNING: ActiveDirectoryFastDelegationSecureBinding
is preferred for better security over Secure.
Possible usage: ActiveDirectory, NativeADS, NativeLDAP
with a Windows-based LDAP Server.
FastSecureBinding This is the Secure authentication type combined with the
FastBind optimisation.
WARNING: ActiveDirectoryFastDelegationSecureBinding
is preferred for better security over FastSecureBinding.
Possible usage: ActiveDirectory, NativeADS.
SecureSocketLayer SecureSocketLayer means that a TLS/SSL communica-
tion channel is used to encrypt all the network traffic.
The encryption includes the bind and exchange of cre-
dentials. This is the recommended setting for most
LDAP servers, when security must be guaranteed with-
out using the Windows authentication and security
mechanisms. However, the setup is complex because
SecureSocketLayer requires that the server has a valid
server certificate installed. And the client must trust the
Certificate Authority (CA) which issued the server certifi-
cate.
The analysis of SecureSocketLayer problems can be
complex:
• For ADSI-based connectors:
Any SecureSocketLayer-related problems are repor-
ted in the Windows System Event log. If the server
certificate is invalid, the SecureSocketLayer connec-
tion will fail.
• For non-ADSI-based connectors:
Any SecureSocketLayer-related problems are repor-
ted in the dialogue that appears after you click button
[Test connection]. If the server certificate is invalid, a
warning is reported but the SecureSocketLayer con-
nection will succeed.
Possible usage: SunDirectoryServer, NativeLDAP, Nati-
veADS.
This authentication type is recommended. 4
Authentication types
46 Chapter 4 - System
PRISMAdirect 1.3.0
Authentication type Description
FastSecureSocketLayer This is the SecureSocketLayer authentication type com-
bined with the FastBind optimisation for ADSI-based
connectors, or FastConcurrentBinding optimisation for
non-ADSI connectors.
Possible usage: SunDirectoryServer, NativeLDAP, Nati-
veADS.
This authentication type is recommended.
ActiveDirectoryFastSecureBinding This is the Secure authentication type combined with the
Sealing, Signing and FastBind optimization. The users
are authenticated against ActiveDirectory servers.
Possible usage: ActiveDirectory, NativeADS.
ActiveDirectoryFastDelegationSecur-
eBinding
This is the Secure authentication type combined with the
Sealing, Signing, Delegation, and FastBind optimization.
The users are authenticated against ActiveDirectory
servers.
Possible usage: ActiveDirectory, NativeADS.
This authentication type is recommended for ActiveDir-
ectory.
Basic Basic means a simple bind to the server using plain text
credentials. This authentication type is very similar to
None.
WARNING: this authentication is NOT SECURE because
plain text credentials are used.
Possible usage: All server types, but this authentication
type is not recommended.
BasicWithFastConcurrentBinding This is the Basic authentication type combined with the
FastConcurrentBinding optimisation.
WARNING: this authentication is NOT SECURE because
plain text credentials are used.
Possible usage: All server types, but this authentication
type is not recommended.
BasicWithFastConcurrentBindin-
gAndSSL
This is the Basic authentication type combined with the
FastConcurrentBinding optimization and a SecureSock-
etLayer communication channel.
Possible usage: NativeLDAP.
This authentication type is recommended.
Negotiate This is the Windows Negotiate authentication, which
means the same as Secure authentication. Negotiate re-
sults in Kerberos or NTML authentication.
Possible usage: ADAM and NativeLDAP connectors
against a Windows-based LDAP server.
Kerberos The Kerberos authentication is almost the same as Se-
cure authentication. Kerberos results in Kerberos au-
thentication.
WARNING: Negotiate is preferred over Kerberos.
Possible usage: ADAM and NativeLDAP connectors
against a Windows-based LDAP server. 4
Authentication types
Chapter 4 - System 47
PRISMAdirect 1.3.0
Authentication type Description
NTML The NTML authentication is almost the same as Secure
authentication. NTML results in NTML authentication.
WARNING: Negotiate is preferred over NTML.
Possible usage: ADAM and NativeLDAP connectors
against a Windows-based LDAP server.
Digest This is the Windows Digest Access authentication.
Possible usage: ADAM and NativeLDAP connectors
against a Windows-based LDAP server.
Authentication optimizations
• The authentication types are described in the table "Authentication types".
• The optimizations for the authentication types are described in the table "Authentication
optimizations".
Authentication optimizations Description
ServerBind With optimization ServerBind, only the server which is
specified in the connection URL is addressed.
It is usually safe to use ServerBind for most LDAP serv-
ers and for ActiveDirectory when the specific domain
controller is addressed. Failover servers for ActiveDirec-
tory are not addressed.
FastBind With FastBind optimization, the objectClass attribute on
the server is not used. This increases the performance.
Optimization FastBind is only valid for ADSI-based con-
nectors, such as ActiveDirectory or NativeADS.
FastConcurrentBinding With optimization FastConcurrentBinding no security to-
ken is created. This increases the performance when on-
ly user authentication is needed.
Optimization FastConcurrentBinding is only valid for
non-ADSI based connectors, such as ADAM, NativeL-
DAP, SunDirectoryServer.
SecureSocketLayer With option SecureSocketLayer, a TLS/SSL communica-
tion channel is created to encrypt all network traffic.
Sealing Optimization Sealing activates additional encryption ca-
pabilities of SSPI.
Signing Optimization Signing activates additional data integrity
checking capabilities of SSPI.
Delegation Optimization Delegation activates the ability of using the
Windows security context across domains.
Authentication types
48 Chapter 4 - System
PRISMAdirect 1.3.0
Test the connection
Introduction
The connection status of each LDAP server is displayed in column [Status].
• Green dot:
The connection to the LDAP server is established.
• Orange dot:
The connection to the LDAP server is not checked or the connection is being checked.
After a reboot of the system, the dots are orange. Click [Test connection] to update the state of
each LDAP server.
• Red dot:
The connection to the LDAP server cannot be established. Check the settings of the LDAP
server.
Procedure
1. Click [System] - [Connectivity] - [LDAP server] - [LDAP servers].
2. Click [Test connection] to test the connection to the selected LDAP server. The connection status
of each LDAP server is displayed in column [Status].
The following checks are done :
• Connect + bind to the server using the 4 settings you have specified;
• Read of RootDSE;
• Probe for a user entry to enumerate user attributes;
• Probe for a group entry to enumerate group attributes.
Test the connection
Chapter 4 - System 49
PRISMAdirect 1.3.0
Authentication & retrieve user data
Introduction
The [Authentication & user data] dialog displays the LDAP servers which are available to the
application. The application searches for LDAP servers in the local network and domain during
the start up of the application.
The LDAP servers can be added to two different lists:
• [Servers used for authentication:]
The first LDAP server in the list is used for the authentication of a user. If the user cannot be
authenticated by the first server, then the second server is used, etc.
User data can be collected from each server in this list.
• [Servers used to retrieve user data:]
The servers in this list are only used to retrieve user data that is available on an LDAP server.
The retrieved user data is filled in automatically in the mapped profile attributes and the
mapped job ticket items.
Procedure
1. Click [System] - [Connectivity] - [LDAP server] - [Authentication & user data].
2. You can drag and drop the available LDAP servers into field [Servers used for authentication:] or
field [Servers used to retrieve user data:].
3. You can drag and drop the servers to set the correct order of the LDAP servers.
4. Click [Save].
Authentication & retrieve user data
50 Chapter 4 - System
PRISMAdirect 1.3.0
Refresh the LDAP information
Click [Refresh] to refresh the generic info about the LDAP, users and groups part of that LDAP.
PRISMAdirect stores some information about each LDAP locally. The information regards generic
info about the LDAP, users and groups part of that LDAP. In order for it to be in sync with the real
information, a service synchronizes this information automatically once a day, at midnight. If you
want to synchronize this information manually, you have to use the [Refresh] functionality which
starts an update of the information stored for all the LDAP servers.
1. Click [System] - [Connectivity] - [LDAP server] - [LDAP servers].
The connection status of each LDAP server is displayed in column [Status].
• Green dot:
The connection to the LDAP server is established.
• Orange dot:
The connection to the LDAP server is not checked or the connection is being checked.
NOTE
After a reboot of the system, the dots are orange. Click [Test connection] to
update the state of each LDAP server.
• Red dot:
The connection to the LDAP server cannot be established. Check the settings of the LDAP
server.
Refresh the LDAP information
Chapter 4 - System 51
PRISMAdirect 1.3.0
Configure the email settings
Introduction
You have to configure the email settings and the SMTP server of the print room.
You have to configure the email settings in three locations in workspace [Configuration]:
1. [System]
You have to configure the email settings and the SMTP server of the print room.
2. [Order processing]
• You can allow the operator to attach additional files to the default email messages to the
customer. See
Configure the other settings
on page 155
• You can create default email messages. See
Configure the email templates
on page 157
1. Click [System] - [Connectivity] - [Email settings].
2. Type the email address of the print room.
When you type a different email address for a web shop, then this email address is
overwritten.
3. Type the name that will be used in the 'From' field of the email message. For example: 'Print
room'.
4. Type any Cc addresses.
5. The operator can add or remove email addresses from the 'Cc' field when you enable option
[Allow the operator to add Cc addresses].
6. [SMTP server:]
1. Type the address and the port number of your email server.
Ask your IT department for details. Only SMTP mail servers are supported. The range for
the port number is: 0 to 64000.
2. Click the [Test connection] button to test the connection to the [SMTP server:].
3. [SMTP server authentication:]
Some SMTP servers require that the sender is authenticated before the server sends e-
mail on its behalf. The sender is authenticated using the credentials of the currently
logged on user. If this option is set to false, then email is sent to the server anonymously.
The value for this option depends on how the client has configured the SMTP server.
Setting Description
[Anonymous] Select this value if no authentication is required for your SMTP
server.
[Custom authentication] Type a valid PRISMAdirect user and its password.
You can use the [Test connection] button to check the entered cre-
dentials.
7. [Send emails from server]
Choose whether the e-mails are sent directly from the [Order processing] or from the server.
This can be important because of virus scanners, strict policy and firewall rules in place on
the different PCs.
8. Click [Save].
Configure the email settings
52 Chapter 4 - System
PRISMAdirect 1.3.0
Configure the file hosting providers
Introduction
The file hosting providers provide an Internet hosting service specifically designed to host user
files. When you enable file hosting providers, the users can add files from the hosting service -
the "cloud" - to their job. Both the print room operator and the customers are users that can use
the file hosting providers.
This topic describes the entire workflow for the file hosting providers.
Make sure that the JDD service user has Internet access. See [Advanced infrastructure] in
[System].
Procedure
1. You have to enable the file hosting providers for the application.
Click [System] - [Connectivity] - [File hosting providers].
2. Enable the [Use file hosting providers] option in the [Global settings] section.
• Enabled
The user can select files from file hosting providers. You can select which file hosting providers
are available for the user. For example: Dropbox.
• Disabled
The user cannot select files from file hosting providers.
3. You have to enable the file hosting providers for [Order processing] and the web servers. In other
words, enable the selected file hosting providers for both the print room operator and the
customers.
You can customise this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom setting overrules the web shop setting for the user
group. The custom setting is used in all web shops for the corresponding user group.
• Enabled
1. [Cache settings]:
You can store the data of the file hosting providers within a cache. If requested data is
contained in the cache, the request can be served by simply reading the cache, which is
comparatively faster. Otherwise, the data has to be fetched from its original storage
location, which is comparatively slower.
You must define the [cache size] and the [cache folder].
NOTE
The JDD service user must have the permission "Full Control" over the cache
folder.
2. Section [File hosting providers]
You can configure the file hosting providers. For example, you can define the [Consumer
Key] and the [Consumer Secret] when you use the Dropbox API.
The user can select files from file hosting providers.
• Disabled
The user cannot select files from file hosting providers.
4. Click [Save].
Configure the file hosting providers
Chapter 4 - System 53
PRISMAdirect 1.3.0
Enable payment for the system
Introduction
The payment providers offer a payment service for your users. When you select one or more
payment providers, each user can pay for their orders directly. You have to configure the
payment workflow in three locations in workspace [Configuration]:
1. [System] - [Connectivity]
Enable payment for the system. Then, you can select which payment providers are available
for the system.
Configure the authentication to the SQL server instance. The system creates a payment report
per payment provider on the SQL server when the authentication is correct.
The payment report is stored in the accounting database on the SQL server. You do not have
to enable the accounting functionality to create and access the payment report. The
accounting functionality and the payment report can be enabled independently.
2. [System] - [Web submission]
You have to configure the payment providers for each web server once the payment service
is enabled. See
Configure payment providers
on page 65.
3. [Web shop]
You have to enable the payment service for each web shop where you want to offer the
payment service. See
Enable payment
on page 117.
This topic describes how you can enable payment for the system. You can also create a payment
report and store it on the SQL server.
Procedure
1. Click [System] - [Connectivity] - [Payment providers].
2. Enable option [Use payment providers] to enable payment for the system.
3. Select which payment providers will be available for the system.
4. Configure the credentials for the SQL server to create a payment report and store it on the SQL
server. You can create a payment report per payment provider.
You can also configure the credentials for the SQL server in [Accounting and reporting]. Click
[Accounting and reporting] - [Accounting] - [Accounting workflow]. When you change the settings
in [Accounting and reporting], the settings will also change in this dialog and vice versa.
1. Define the [Computer name \ instance name:].
With this option, you define where the accounting database is stored. For example:
SQL_server_name\SQL_server_instance_name.
2. You have to define how the [Order processing] connects to the accounting database.
Setting Description
[Windows authentication] The current Windows user information is used for the authentica-
tion. The user is not prompted for a user name and password.
[SQL authentication] The user must type a user name and password for the SQL server.
NOTE
The payment report can be collected when the user has system administration
rights on the accounting database.
3. Click the [Test connection] button.
Click this button to test the connection to the defined server.
5. Click [Save].
Enable payment for the system
54 Chapter 4 - System
PRISMAdirect 1.3.0
Type the default pickup address
Introduction
This topic describes how you can define the default pickup address. Usually, this is the address of
your print shop. The shipment provider collects the packages at this address. The tax service
requires the pickup address of the print room and the delivery address of the customer. You can
define a unique pickup address for each web shop. See: [Web shop] - <web shop> - [Origin
address].
You can offer a shipping service to your customers. When you select one or more shipping
providers, each customer can request shipment of an order via the web shop. You have to
configure the shipping workflow in three locations in workspace [Configuration]:
1. [System] - [Connectivity]
Configure the default shipping settings for the system. You can configure some of these
settings differently for the web shops. For example, you have three web shops. You have
enabled shipping on system level. Now, you can enable or disable shipping for each web
shop.
See:
Configure the general shipping settings
on page 56 and
Configure the default shipping
label
on page 57.
2. [System] - [Web submission]
You can enable and configure one or more shipping providers for each web server once
shipping is enabled for the system. See:
Configure shipping providers
on page 66.
3. [Web shop]
You have to enable the shipping service for each web shop where you want to offer shipping.
You have to select one or more shipping formulas for each web shop. See
Configure shipping
on page 118
Procedure
1. Click [System] - [Connectivity] - [Origin address].
2. Type all address information in the concerning text fields.
The values in the text fields will not be validated in this dialog. The values will be validated when
the operator requests a shipment in the [Order processing] workspace. The selected shipment
provider returns an error message if any of the values are incorrect. For example, the zip code is
incorrect or the provider is not active in the specified country.
3. Click [Save].
Type the default pickup address
Chapter 4 - System 55
PRISMAdirect 1.3.0
Shipping
Configure the general shipping settings
Introduction
You can offer a shipping service to your customers. When you select one or more shipping
providers, each customer can request shipment of an order via the web shop. You have to
configure the shipping workflow in three locations in workspace [Configuration]:
1. [System] - [Connectivity]
Configure the default shipping settings for the system. You can configure some of these
settings differently for the web shops. For example, you have three web shops. You have
enabled shipping on system level. Now, you can enable or disable shipping for each web
shop.
See:
Configure the default shipping label
on page 57 and
Type the default pickup address
on page 55.
2. [System] - [Web submission]
You can enable and configure one or more shipping providers for each web server once
shipping is enabled for the system. See:
Configure shipping providers
on page 66.
3. [Web shop]
You have to enable the shipping service for each web shop where you want to offer shipping.
You have to select one or more shipping formulas for each web shop. See
Configure shipping
on page 118 and
Type the pickup address
on page 125.
This topic describes how you can enable one or more shipping providers for the system.
Procedure
1. You have to enable the shipment providers for the system.
Click [System] - [Connectivity] - [Shipping] - [General settings].
2. Option [Use shipping providers]:
• Enabled
The customer can request shipment of an order. You can select which shipment providers are
available for the customer. For example: FedEx.
• Disabled
The customer cannot request shipment of an order.
3. Select which shipment providers are available for the customer. For example: FedEx.
4. You can type a message to the customer for each provider.
Click a language to type a default message to the customer in that language. The available
languages are displayed just above the text field. The available languages are equal to the active
languages for the system. See: [System] - [Active languages for system].
Most providers offer a link that customers can click to track their package. If a provider does not
offer such a link, then you can type the web site of the shipment provider in the message. For
example: Go to shipmentprovider.com to track your order.
5. Click [Save].
Shipping
56 Chapter 4 - System
PRISMAdirect 1.3.0
Configure the default shipping label
Introduction
You can offer a shipping service to your customers. When you select one or more shipping
providers, each customer can request shipment of an order via the web shop. You have to
configure the shipping workflow in three locations in workspace [Configuration]:
1. [System] - [Connectivity]
Configure the default shipping settings for the system. You can configure some of these
settings differently for the web shops. For example, you have three web shops. You have
enabled shipping on system level. Now, you can enable or disable shipping for each web
shop.
See:
Configure the general shipping settings
on page 56 and
Type the default pickup address
on page 55.
2. [System] - [Web submission]
You can enable and configure one or more shipping providers for each web server once
shipping is enabled for the system. See:
Configure shipping providers
on page 66.
3. [Web shop]
You have to enable the shipping service for each web shop where you want to offer shipping.
You have to select one or more shipping formulas for each web shop. See
Configure shipping
on page 118 and
Type the pickup address
on page 125.
The application delivers the pickup address, the delivery address, etc to the shipping provider
when the operator clicks [Dispatch] in the [Order processing] workspace. The shipping provider
returns a shipping label containing the addresses, barcode, etc. The operator can print the
shipping label and paste it to the package.
This topic describes how you can configure the default shipping label for those shipping
providers that do not return a shipping label. The label only contains the information that you
configure in this dialogue.
Procedure
1. Click [System] - [Connectivity] - [Shipping] - [Default label].
2. You can use variables from the order ticket to create the shipment label. This allows you to use
dynamic information in the label. You can use variables from the list of [Order items] and/or the
[Pickup address]. Drag and drop the variable into the label at the desired position. A variable is
indicated by '%' symbols. You can also type fixed text in the label.
3. Define the font settings for the label.
4. Enable the [Print logo in label] option to print the logo in the job ticket.
1. Click button [Browse] to select an image.
The allowed image file types are: .bmp, .jpg, .gif, .png.
Click [Clear] to remove a selected image.
2. Select the position for the logo from the drop-down list.
3. [Scale logo to page size]
You can scale the logo to the page size. Enable the [Keep ratio] option to use the same
relation between width and height for the logo as for the page size. You have to define the
width [%] for the image.
5. Click button [Preview] to preview the shipment label.
6. Click [Save].
Configure the default shipping label
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Enable tax services for the system
Introduction
The tax service calculates the sales taxes for the orders. You have to configure the tax services
workflow in the following locations in workspace [Configuration]:
1. [System] - [Connectivity]
Configure which tax services are available for the system. See
Enable tax services for the
system
on page 58 and
Type the default pickup address
on page 55.
2. [System] - [Web submission]
You have to configure the tax services for each web server once tax services are enabled for
the system. See
Configure the tax services
on page 67
3. [Web shop]
• [Origin address]
The tax service requires the pickup address of the print room and the delivery address of
the customer. See
Type the pickup address
on page 125
• [Price estimation]
The order price must be calculated first before the sales tax can be calculated. See
Configure the default price estimation settings
on page 115
• [Tax calculation]
You can select one tax service per web shop. See
Configure tax calculation
on page 119.
This topic describes how you can enable the tax services for the system.
Procedure
1. Click [System] - [Connectivity] - [Tax services].
2. Enable option Use tax services to enable sales tax calculation for the system.[Use service
provider for tax calculation]
3. Select which tax services will be available for the system.
4. Click [Save].
Enable tax services for the system
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Setup the uniFLOW interface
Introduction
You can setup an interface between the PRISMAdirect server and the uniFLOW server. The
uniFLOW server then manages:
• User management
• Authentication
The users and user groups managed on the uniFLOW server must receive an appropriate
[Role] for PRISMAdirect. The role determines the login rights of each user and user group in
PRISMAdirect. You can manage the users and user groups in workspace [User management].
• Budget management
The price approval workflow and the cost centres are managed by the uniFLOW server.
• Accounting
The accounting information is stored on the PRISMAdirect server. The uniFLOW server can
request the accounting information using the Read Leonardo Accounting Info task.
Procedure
1. Click [System] - [Connectivity] - [uniFLOW interface].
2. [Enable uniFLOW interface]
You have to pair a unique URL of the PRISMAdirect server with the service URL of the uniFLOW
server.
3. [PRISMAdirect interface settings]
You can accept the default endpoint and port. If required, you can type a custom endpoint and/or
port. The port must be unique. Test the connection to check that the URL is correct and unique.
• [Use secure connections (HTTPS)]
The URL of the PRISMAdirect server changes from HTTP into HTTPS.
• [Do not validate the uniFLOW certificate.]
The secure connection requires a certificate. The certificate is stored on the uniFLOW server.
You can choose to not validate the uniFLOW certificate, for example when the uniFLOW server
contains a self-signed certificate.
4. [uniFLOW interface settings]
Type the service URL. This URL is defined on the uniFLOW server. Test the connection to check
that the URL is correct and unique.
5. Click [Pair].
The application creates the interface between the PRISMAdirect server and the uniFLOW server.
When you change any of the settings in this dialog, you need to create the interface again.
Click [Unpair] to disconnect the interface manually.
6. Click [Save].
7. Set the trace level for the uniFLOW interface:
• [Debug]
The [Debug] trace level provides the most detailed log information.
• [Error]
The errors are logged.
• [Info]
The errors and information messages are logged
NOTE
The [Debug] trace level can impact the performance of the application.
Setup the uniFLOW interface
Chapter 4 - System 59
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Configure the Remote Service
Introduction
Automatic license update
Updated licenses can be automatically downloaded and installed on the product from
PRISMAdirect 1.2.0 onwards. An updated license is downloaded and installed automatically
when:
• The customer extends the maintenance period.
• The customer has bought optional features.
Customers with a valid maintenance contract are entitled to software maintenance releases. From
PRISMAdirect 1.2.0 onwards, the installer verifies whether a customer is allowed to install an
update of the product. The customer is notified by a message at each refresh of the web page
when:
• The maintenance period date expires within 1 month. The customer can also verify the
maintenance expiration date in the About box.
• The license expires within 1 month. The customer can also verify the expiration date in the
About box.
The customer is notified at the login screen when the license has expired.
A newly downloaded license is:
• Announced to the user when there are changes at feature level.
• Automatically installed on the local Floating License Server.
For a remote Floating License Server, the customer has to either:
• Define a shared folder with the required rights.
• Copy the license file manually.
• Used within one minute after the installation of the license.
Remote assistance
Remote assistance is another component of the Remote Service. Remote assistance enables our
organization to connect and support our customers remotely. Implementation is based on
TeamViewer. The customer has to allow a remote desktop connection for the help desk
employee.
Before you begin
A valid license file must be installed in your local or remote Floating License Server
Procedure
1. Click [System] - [Connectivity] - [Remote Service].
2. Enable the [Enabled] option.
There is no connection to the remote service back office when this option is disabled.
3. Type the [Service organization ID:] and [Verification code:].
The ID and verification code identify your service organization. These settings are used to find
your PRISMAdirect installation on the remote service website in the service organization.
The serial number is automatically retrieved from the license.
4. Define the proxy server settings.
You have to define the proxy server settings when you need special permissions for TeamViewer
in your network.
• [Automatically detect settings]
The application detects the settings of your proxy server are automatically.
• [Use proxy server]
Configure the Remote Service
60 Chapter 4 - System
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You can define the settings of the proxy server manually. Use this setting when you want to
use a dedicated proxy server.
• [Proxy URL:]
The hostname and port. For example: proxy.example.com:8080
[Proxy server authentication]
Proxy servers that require authentication either require a username and password to access the
Internet or authenticate users by using their current domain credentials.
1. [Proxy domain:]
The domain where the proxy server resides.
2. [Proxy user name:] and [Proxy password:]
The logon credentials for the proxy server.
5. Enable option [Remote desktop connection] for remote assistance.
Remote assistance by our organization is based on TeamViewer. The help desk employee can
request to allow a remote desktop connection for remote assistance.
6. Specify the license path:
• Local Floating License Server
No action required. The new license will be installed automatically in the license folder
"DroppedLicense".
You have to refresh the web page when the license is installed.
• Remote Floating License Server
• Define a shared folder with the required rights:
1. Share the license folder "DroppedLicense" on your remote Floating License Server. The
[Remote service credentials:] user must have to following rights to the shared folder:
Modify, Read, Write.
2. [Remote service credentials:]
The read-only text box displays the current remote service user. This user runs the Print
ORS Service which offers the remote assistance functionality. Click [Test connection] to
test if the defined user has Internet access.
You can change the user:
1. Click the [Change] button.
2. Select the domain and user name. Type the password. Letters in passwords must be
typed using the correct case. The user must have Internet access.
3. Click the [OK] button.
The remote service user is changed.
4. Click [Test connection] to test if the defined user has Internet access.
• If you don't want to create a shared folder, you can copy the license file manually.
1. The license file cannot be updated automatically because you haven't created a shared
folder. Therefore, an error message appears informing you that the license cannot be
updated on the license server.
2. Click [System] - [Remote Service].
3. Scroll to the bottom of the dialog to section [Failed to update license on:].
This section appears when a license cannot be updated automatically.
4. Click the save icon to save the license file on your computer.
5. Copy the license file from your computer to the folder "DroppedLicense" on the remote
Floating License Server.
7. Click [Save].
8. Verify whether the [Remote Service] connection has been established. A status icon is available in
the top of the dialog:
• Green light
The connection to the remote service back office is established.
• Orange light
The connection to the remote service back office has failed.
Configure the Remote Service
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Web submission
Configure the general settings
1. Click [System] - [Web submission] - <web server> - [General settings].
2. [Put the web site into maintenance mode]
Enable this option to put the web server into maintenance. Customers cannot access the web
shop anymore.
Type the corresponding server name or IP address. When your server is part of a network,
you have to use the UNC path to the server. For example: \\<servername.domain.topdomain>
\.
3. Click [Save].
Web submission
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Define the desk submission users
Introduction
You can add or remove Desk Submission users. A Desk Submission user can create jobs on
behalf of other users in the [Web Submission].
Procedure
1. Click [System] - [Web submission] - <web server> - [Desk submission users].
2. Select [Local users] or an LDAP server.
The local users, or the users on the LDAP servers, become available in the [Users] drop-down list.
3. Select a user.
4. Click the [Add] button.
The user has Desk Submission rights.
Define the desk submission users
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Create friendly URLs
Introduction
You can create a user-friendly URL for each web shop to improve the usability and accessibility of
your web shops for your customers.
This dialog contains the default web shop and each web shop that is created in the [Web shop
editor].
Procedure
1. Click [System] - [Web submission] - <web server> - [Desk submission users].
2. Select a web shop.
3. Type a user-friendly URL for the web shop.
4. Click [Save].
Create friendly URLs
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Configure payment providers
Introduction
The payment providers offer a payment service for your users. When you select one or more
payment providers, each user can pay for their orders directly. You have to configure the
payment workflow in three locations in workspace [Configuration]:
1. [System] - [Connectivity]
Enable payment for the system. Then, you can select which payment providers are available
for the system.
Configure the authentication to the SQL server instance. The system creates a payment report
per payment provider on the SQL server when the authentication is correct. See
Enable
payment for the system
on page 54.
The payment report is stored in the accounting database on the SQL server. You do not have
to enable the accounting functionality to create and access the payment report. The
accounting functionality and the payment report can be enabled independently.
2. [System] - [Web submission]
You have to configure the payment providers for each web server once the payment service
is enabled.
3. [Web shop]
You have to enable the payment service for each web shop where you want to offer the
payment service. See
Enable payment
on page 117.
This topic describes how you can select one or more payment providers once the payment
service is enabled for one or more web shops.
Procedure
1. Click [System] - [Web submission] - <web server> - [Payment providers].
You can configure the [Payment providers] for each web server.
2. Option [Use payment providers]
• Enabled:
The users can pay for their orders directly. You can enable one or more payment providers. For
example: PayPal.
• Disabled:
The users cannot pay for their orders directly.
You can disable the payment providers in this dialog when your Web server has no Internet
access. For example, your company uses a local area network. The user does not receive an
"unable to connect" message from the payment provider.
3. Configure each payment provider.
For example, you can define the setting [API username], et cetera when you use the PayPal API.
PayPal delivers these settings to you when you create a merchant account in PayPal.
4. Click [Save].
Configure payment providers
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Configure shipping providers
Introduction
You can offer a shipping service to your customers. When you select one or more shipping
providers, each customer can request shipment of an order via the web shop. You have to
configure the shipping workflow in three locations in workspace [Configuration]:
1. [System] - [Connectivity]
Configure the default shipping settings for the system. You can configure some of these
settings differently for the web shops. For example, you have three web shops. You have
enabled shipping on system level. Now, you can enable or disable shipping for each web
shop.
See:
Configure the general shipping settings
on page 56,
Configure the default shipping label
on page 57 and
Type the default pickup address
on page 55.
2. [System] - [Web submission]
You can enable and configure one or more shipping providers for each web server once
shipping is enabled for the system.
3. [Web shop]
You have to enable the shipping service for each web shop where you want to offer shipping.
You have to select one or more shipping formulas for each web shop. See
Configure shipping
on page 118 and
Type the pickup address
on page 125.
This topic describes how you can enable and configure one or more shipping providers once the
shipping service is enabled for the system.
Procedure
1. Click [System] - [Web submission] - <web server> - [Shipping providers].
You can configure the [Shipping providers] for each web server.
2. Option [Use shipping providers]
• Enabled:
The users can request shipment of their orders. You can enable one or more shipping
providers. For example: FedEx.
• Disabled:
The users cannot request shipment of their orders.
3. Enable the shipping providers that you want to make available to the print room. For example:
FedEx.
The customer can only select whether or not to ship an order. The operator can select which
shipping provider will ship the order.
4. Configure the shipping providers.
For example, you can define the setting User key, et cetera when you use the FedEx API. Each
shipping provider delivers the required settings to you when you create an account.
5. Click [Save].
Configure shipping providers
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Configure the tax services
Introduction
The tax service calculates the sales taxes for the orders. You have to configure the tax services
workflow in the following locations in workspace [Configuration]:
1. [System] - [Connectivity]
Configure which tax services are available for the system. See
Enable tax services for the
system
on page 58
2. [System] - [Web submission]
You have to configure the tax services for each web server once tax services are enabled for
the system. See
Configure the tax services
on page 67
3. [Web shop]
• [Origin address]
The tax service requires the pickup address of the print room and the delivery address of
the customer. See
Type the pickup address
on page 125
• [Price estimation]
The order price must be calculated first before the sales tax can be calculated. See
Configure the default price estimation settings
on page 115
• [Tax calculation]
You can select one tax service per web shop. See
Configure tax calculation
on page 119.
Procedure
1. Click [System] - [Web submission] - <web server> - [Service provider for tax calculation].
You can configure the [Tax services] for each web server.
2. Option [Use service provider for tax calculation]
• Enabled:
The tax service calculates the sales taxes for the orders.
• Disabled:
The system cannot calculate the sales taxes.
You can disable the tax services in this dialogue when your Web server has no Internet access.
For example, your company uses a local area network. The user does not receive an "unable to
connect" message.
3. Configure each tax service.
For example, you can define the setting Account number, et cetera when you use the Avalara API.
Avalara delivers these settings to you when you create a merchant account.
Configure the tax services
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4. Click [Save].
Configure the tax services
68 Chapter 4 - System
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Services
Advanced infrastructure settings
Introduction
• [Logon credentials for installed components]
Consider a distributed system. Several components of the application authenticate themselves
to the [Server only] with this account. These components must use these logon credentials.
You must define these logon credentials for each component when you install the component.
• [JDD service]
It is recommended that you change the user only when:
1. The user has a local system account.
And
2. You want to use the file hosting providers and/or the payment providers. The user must
have Internet access.
A number of services will be restarted when the user is changed. Jobs that are being
submitted by customers will become corrupt. The following services will be restarted:
• The Message Queuing service
• The Print Job Data Dispatcher service
Procedure
1. Click [System] - [Services] - [Advanced infrastructure].
2. [Logon credentials for installed components]
• Define a username and password.
This user must belong to the [Services] group.
The application restarts when you change the username or password.
3. [JDD service user:]
The read-only text box displays the current JDD service user. Click [Test connection] to test if the
defined user has Internet access.
You can change the user:
1. Click the [Change] button.
2. Select the domain and user name. Type the password. Letters in passwords must be typed
using the correct case.
The user must have Internet access if you want to use the file hosting providers and/or the
payment providers.
3. Click the [OK] button.
The JDD service user is changed.
4. Click [Test connection] to test if the defined user has Internet access.
4. Click [Save].
Services
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Services settings
JDD service
Manage the JDD service settings
Introduction
The Job Data Dispatcher (JDD) service is used by the [Web Submission] to submit jobs to the
[Server].
Procedure
1. Click [System] - [Services] - [Services settings] - [JDD service] - [General settings].
2. Select a template to configure the JDD service.
You can select one of the following templates:
• [Few submitters, small files]
• [Few submitters, large files]
• [Average number of submitters, medium files]
• [Many submitters, small files]
• [Many submitters, large files]
Each template defines custom values which depend on the expected size and number of jobs
submitted from the [Web Submission].
3. [Custom settings]
Do not configure the custom settings yourself. Change these settings only after consulting the
help desk when you have performance issues.
4. [VDP preview generation timeout [s]:]
The application does not display the VDP preview when the generation of the preview is not
completed within the defined timeout.
Do not configure this setting yourself. Change this setting only after consulting the help desk.
5. [Print timeout [s]:]
The print operation is cancelled when the printer does not start printing before the timeout
expires.
Do not configure this setting yourself. Change this setting only after consulting the help desk.
6. [Redistill timeout [s]:]
The redistill operation is cancelled when the merged PDF file cannot be redistilled before the
timeout expires. The operator can try to redistill the file again.
Do not configure this setting yourself. Change this setting only after consulting the help desk.
7. Set the trace level for the JDD service:
• [Debug]
The [Debug] trace level provides the most detailed log information.
• [Error]
The errors are logged.
• [Info]
The errors and information messages are logged
NOTE
The [Debug] trace level can impact the performance of the application.
8. Click [Save].
Services settings
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Resubmit a failed job
Introduction
A failed job is a job which is not successfully received on the server. You can handle only one
failed job at a time. The failed jobs are displayed in a list.
You have to resubmit each failed job:
1. If the server receives the job, the job is removed from the list.
2. If the server does not receive the job, the job must be deleted manually.
Procedure
1. Click [System] - [Services] - [Services settings] - [JDD service] - [Failed jobs].
2. Select a failed job.
You can select only one job at a time.
3. Click button [Resubmit]
The job is submitted. If the server receives the job, the job is removed from the list.
4. Click the [Refresh] button to update the list of failed jobs.
The list of failed jobs is not updated automatically.
Delete a failed job
Procedure
1. Select a failed job.
You can select only one job at a time.
2. Click the [Delete] button.
The selected job is deleted.
3. Click the [Refresh] button to update the list of failed jobs.
The list of failed jobs is not updated automatically.
Resubmit a failed job
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Automatic process settings
Introduction
The automatic conversion service converts non-PDF files to PDF. The service uploads both the
original files and the converted files. This application contains default conversion applications.
NOTE
A license is required to use the automatic conversion functionality.
The automatic merge service merges two or more PDF files into one PDF file. For example, two or
more PDF files are automatically merged when you view a job with multiple PDF files.
The preflight operation checks if any rules are violated in the PDF file(s). You have to configure
the preflight settings in the following locations in workspace [Configuration]:
1. [Order processing]
You have to configure the preflight rules for the [Order processing] workspace. See
Configure
the preflight rules
on page 150.
2. [Web shop]
You can configure the preflight settings for each web shop. These settings will also be used
when you create an order for this web shop in the [Order processing]. See
Configure the
preflight rules
on page 121.
3. [System]
You can configure the number of preflight processes that can run in parallel.
4. You can attach the preflight report to emails to your customer. To configure the email
templates, go to: [Order processing] - [Workflow configuration] - [Email templates].
Procedure
1. Click [System] - [Services] - [Services settings] - [Automatic process].
2. Define if you want to use the automatic conversion service.
• Enable the [Enable automatic conversion] option:
Automatic conversion is enabled.
When a customer submits a non-PDF file in [Web Submission] the file is automatically
converted to a PDF file. The [Order processing] receives a job which contains the PDF file(s).
• Disable the [Enable automatic conversion] option:
Automatic conversion is disabled.
When a customer submits a non-PDF file in [Web Submission], the [Order processing] receives
a job which contains the original non-PDF file.
The operator must convert the file before the job can be printed.
3. Select a conversion application from the drop-down list.
When you select the HotfolderConverter, you must define the folders for the converter.
• [Detect folders of the conversion application]
The application uses the default folders for the conversion application.
• [Input folder]: The converter receives the files for conversion via this input folder.
• [Output folder]: The converter places the converted files in this output folder.
• [Error folder]: The converter places the files that cannot be converted automatically in this error
folder.
NOTE
The selected conversion application must be installed on the web server.
4. Select a merge application from the drop-down list.
The automatic merge service merges two or more PDF files into one PDF file. For example, two or
more PDF files are automatically merged when you view a job with multiple PDF files.
Select a merge application from the drop-down list:
Automatic process settings
72 Chapter 4 - System
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• PDFNetMerge
PDFNetMerge is the preferred merge application.
• AcrobatMerge
NOTE
Acrobat Professional must be installed on the [Web server] when you want to use
AcrobatMerge.
5. Set the number of preflight processes.
It is recommended that you define the same number of preflight processes as you have web
shops for which option [Enable automatic preflight] is enabled.
The number of processes can impact the performance of the application.
6. Set the trace level for the automatic process settings:
• [Debug]
The [Debug] trace level provides the most detailed log information.
• [Error]
The errors are logged.
• [Info]
The errors and information messages are logged
NOTE
The [Debug] trace level can impact the performance of the application.
7. Click [Save].
Automatic process settings
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Configure the clean-up settings
Introduction
The application creates temporary files. The temporary files left behind by the application
accumulate over time and can take up a lot of disk space. These temporary files can be cleaned-
up by the Print Cleanup Service.
Procedure
1. Click [System] - [Services] - [Services settings] - [Clean-up].
2. Define the [Number of hours between two clean-up operations:].
NOTE
If the “Number of hours between two clean-up operation” is 0, then the clean-up
service cleans up one more time and only then it’s deactivated.
3. Define if you want to delete finalised orders automatically.
• Enable the [Delete finalized orders automatically after [days]:] option
The application deletes any finalised orders automatically after the defined number of days.
• Disable the [Delete finalized orders automatically after [days]:] option
The operator has to delete finalized orders manually.
4. Set the trace level for the clean-up settings:
• [Debug]
The [Debug] trace level provides the most detailed log information.
• [Error]
The errors are logged.
• [Info]
The errors and information messages are logged
NOTE
The [Debug] trace level can impact the performance of the application.
5. Click [Save].
Configure the clean-up settings
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JDF service
Manage the general settings for the JDF service
Introduction
The Job Definition Format (JDF) is a technical standard being developed by the CIP4 organization.
The purpose of the standard is to facilitate interaction between different systems in a printing or
print-related workflow. PRISMAdirect offers an interface based on the JDF standard which allows
communication with external JDF-enabled software components.
The CIP4 JDF specification is a very extensive standard covering all areas in the life cycle of a
print job, from preflight to image rendering to finishing and packaging. Océ has developed a
proprietary standard for the JDF ticket which is a subset of the CIP4 description.
PRISMAdirect defines a proprietary job ticket with a set of ticket settings that can be configured
and extended by the user. The user must be able to submit a job to PRISMAdirect via JMF
messages by providing a JDF ticket and the required data files. A mapping file is used to
construct a valid PRISMAdirect ticket with the values taken from the JDF ticket.
Procedure
1. Click [System] - [Services] - [Services settings] - [JDF service] - [General settings].
2. [Use secure connections (HTTPS)]
Enable this option if you want to use only a secure HTTPS connection to submit orders via JDF.
3. Use the [Pause JDF service] check box to pause or restart the JDF service.
You receive a notification when the JDF service is restarted.
4. Set the trace level for the JDF service:
• [Debug]
The [Debug] trace level provides the most detailed log information.
• [Error]
The errors are logged.
• [Info]
The errors and information messages are logged
NOTE
The [Debug] trace level can impact the performance of the application.
5. Click [Save].
Add or edit JDF endpoints
Introduction
In this dialogue you can setup the JDF endpoints.
JDF endpoints can be used to transfer jobs to PRISMAdirect and receive status information back
from PRISMAdirect.
The connection status of each JDF endpoint is displayed in column [Status].
• Green dot:
The connection to the JDF endpoint is established.
• Orange dot:
The connection to the JDF endpoint is not checked or the connection is being checked.
After a reboot of the system, the dots are orange. Click [Test connection] to update the state of
each JDF endpoint.
JDF service
Chapter 4 - System 75
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• Red dot:
The connection to the JDF endpoint cannot be established. Check the settings of the JDF
endpoint.
Procedure
1. Click [System] - [Services] - [Services settings] - [JDF service] - [JDF endpoints].
2. Click [Add JDF endpoint].
Select a [JDF endpoint] and click [Edit] to edit an existing [JDF endpoint].
3. Define the [JDF endpoint] data.
1. Type a name for the JDF endpoint.
2. The URL used to access this [JDF endpoint] is automatically generated and cannot be
changed.
3. [Additional configuration for DSF]
Enable this option when you want to use Digital StoreFront.
1. You can type a value in the spinbox for the DSF port.
The DSF URL is generated automatically and cannot be changed.
4. [Web shop]
Select for which web shop you want to create the JDF endpoint.
5. [Choose your product]
The JDF endpoint uses the selected product to create jobs. The selected product is only used
when the JDF ticket does not specify a product.
4. Select the desired [Authentication] method and define the required data.
Setting Description
[Windows authentication] The Windows user is actually the user that runs the “Print JDF
Service”. You can lookup the user of “Print JDF Service” in the
Services dialog of Microsoft Windows.
This user must be an LDAP user and the LDAP server must exist in
PRISMAdirect for the authentication of the endpoint to be success-
ful.
The user is not prompted for a user name and password.
[Custom authentication] Type a valid PRISMAdirect user and its password.
You can use the [Test connection] button to check the entered cre-
dentials.
5. [Use custom mapping files]
If you want to use your own [Mapping files] you have to define the [Mapping files] section.
Setting Description
[Default mapping file for
job status]
[Default mapping file for
JDF ticket]
You can download the default mapping files and use these files to
create a custom mapping. See the two links in the top-right of the
dialog.
[Upload] Browse to the mapping files that you want to use.
[JDF ticket:] This file is used to map JDF to PRISMAdirect ticket items. A map-
ping file is used to construct a valid PRISMAdirect ticket with the
values taken from the JDF ticket.
[Job status:] This file is used to map the job status in PRISMAdirect to JDF.
Add or edit JDF endpoints
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NOTE
The [Mapping files] are used every time the [JDF endpoint] is used. Do not move,
delete or rename these files.
6. Click [Save].
You receive a notification that the JDF service is restarted.
Location of the default mapping files
1. Click [System] - [Services] - [Services settings] - [JDF service] - [JDF endpoints].
2. Click the following links to download the mapping files:
• [Default mapping file for job status]
This file is used to map the job status in PRISMAdirect to JDF.
• [Default mapping file for JDF ticket]
This file is used to map JDF to PRISMAdirect ticket items. A mapping file is used to
construct a valid PRISMAdirect ticket with the values taken from the JDF ticket.
NOTE
The mapping files are used every time the [JDF endpoint] is used.
Location of the default mapping files
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Print Prepare Manager service settings
Introduction
The VDP functionality is available in the PRISMA Core. The PRISMA Core is installed on the
server. Therefore, all actions and validations concerning the VDP functionality are executed on
the server. Jobs are created via the Web Submission and the Order processing. These
applications must have access to the server when they are installed on separate computers. The
Order processing and the Web server connect to the server via the port for the Print Prepare
Manager service.
You have to configure the VDP functionality in two locations in workspace [Configuration]:
1. [Print Prepare Manager service]in [System]
The Order processing and the Web server connect to the server via the port for the Print
Prepare Manager service. These applications must have access to the server to use the VDP
functionality.
2. [VDP settings]in [System]
Define the maximum number of pages of a variable data document shown in the [Preview] or
[Proof PDF].
Procedure
1. Click [System] - [Services] - [Services settings] - [Print Prepare Manager service].
2. Define the port for the Print Prepare Manager service.
The port for the Print Prepare Manager service must be accessible from the Order processing and
the Web server.
3. Set the trace level for the Print Prepare Manager service:
• [Debug]
The [Debug] trace level provides the most detailed log information.
• [Error]
The errors are logged.
• [Info]
The errors and information messages are logged
NOTE
The [Debug] trace level can impact the performance of the application.
Print Prepare Manager service settings
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Print Licence Monitoring service settings
Introduction
The Print Licence Monitoring service checks regularly if a new or updated license is available in
the [Floating Licence Server].
Procedure
1. Click [System] - [Services] - [Services settings] - [Print Licence Monitoring service].
2. Define the port for the Print Licence Monitoring service. The server and the [Floating Licence
Server] must have access to the port.
3. Set the trace level for the Print Licence Monitoring service:
• [Debug]
The [Debug] trace level provides the most detailed log information.
• [Error]
The errors are logged.
• [Info]
The errors and information messages are logged
NOTE
The [Debug] trace level can impact the performance of the application.
Print Licence Monitoring service settings
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Import service
Pause the import service
Introduction
You can pause the automatic import of jobs from the configured import folders.
Disable option [Pause import service] to start the automatic import service again.
Procedure
1. Click [System] - [Services] - [Services settings] - [Import service] - [General settings].
2. Enable the [Pause import service] option.
The import service is paused. Jobs are not imported anymore.
3. Click [Save].
Define the trace level
Introduction
You can define the trace level for the import service.
Procedure
1. Click [System] - [Services] - [Services settings] - [Import service] - [General settings].
2. Define the trace level:
• [Debug]
The [Debug] trace level provides the most detailed log information.
• [Error]
The errors are logged.
• [Info]
The errors and information messages are logged
NOTE
The [Debug] trace level can impact the performance of the application.
3. Click [Save].
Add an import folder
Introduction
The operator can manually import orders into the [Order processing], but it is also possible to
automatically import orders.
You can automatically import PDF files into the [Order processing] via import folders.
Procedure
1. Click [System] - [Services] - [Services settings] - [Import service] - [Import folders].
2. Click [New import folder].
3. Define the [Import folder path].
Click button [Browse] to select or create an import folder.
Import service
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4. Select the [Import job type].
Setting Description
[Normal orders] This import folder accepts all orders of PRISMAdirect.
Normal orders will be imported using the product with which they
were created. If this product does not exist anymore, they will be
imported using the current Default Generic Product.
[Legacy job] The orders will be imported using the current Default Generic
Product.
[JDF ticket orders] • [Choose your product]
Click the drop-down list to select a product. The orders will be
imported using the selected product.
• [JDF ticket]
This import folder must contain a JDF ticket. This file is used to
map JDF to PRISMAdirect ticket items. A mapping file is used to
construct a valid PRISMAdirect ticket with the values taken from
the JDF ticket.
Click [Upload] to copy a JDF ticket into this import folder. If this
folder does not contain a JDF ticket, an empty JDF ticket is used
for the orders.
[PDF only job with default
order ticket]
This import folder accepts only PDF files.
• [Choose your product]
Click the drop-down list to select a product. The orders will be
imported using the selected product.
• [Order ticket]
Define a custom order ticket for this particular import folder.
[Always accept orders and
jobs]
This import folder accepts only PDF files.
• [Choose your product]
Click the drop-down list to select a product. The orders will be
imported using the selected product.
• [Order ticket]
Define a custom order ticket for this particular import folder.
The imported orders are placed in the [Accepted] state.
[Scanned job] This import folder accepts only scanned files.
The operator must create a job which contains a [Paper original].
The scanned file must contain the job number. Then the scanned
file is automatically attached to the job.
The default job ticket is used for these jobs.
5. Select the [Web shop]
The orders are imported for the selected web shop.
6. Enable or disable option [Preserve job state].
• When this option is enabled for legacy jobs:
If the job state of the legacy job was [Ready], the job state of the imported job is set to [Ready].
Else, the job state of the imported job is set to [New]
NOTE
For jobs that were created with PRISMAaccess, the job state cannot be preserved
and the state of the job will always be [New]
• When this option is enabled for normal jobs:
Add an import folder
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The job state of the imported job is equal to the job state of the exported job. All the allowed
job operations and restrictions imposed by the job state apply on the imported job.
• When this option is disabled for normal jobs:
The job state of the imported job is set to [New]
7. Click [Save].
The import folder is configured and added to the list of import folders.
Add an import folder
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Export service
Pause the export service
Introduction
You can pause the automatic export of jobs from the configured export folders.
Disable the [Pause export service] option to start the automatic export service again.
Procedure
1. Click [System] - [Services] - [Services settings] - [Export service] - [General settings].
2. Enable the [Pause export service] option.
The export service is paused. Jobs are not exported anymore.
3. Click [Save].
Define the trace level
Introduction
You can define the trace level for the export service.
Procedure
1. Click [System] - [Services] - [Services settings] - [Export service] - [General settings].
2. Define the trace level:
• [Debug]
The [Debug] trace level provides the most detailed log information.
• [Error]
The errors are logged.
• [Info]
The errors and information messages are logged
NOTE
The [Debug] trace level can impact the performance of the application.
3. Click [Save].
Add an export folder
Introduction
The operator can manually export orders from the [Order processing], but it is also possible to
automatically export orders. You can automatically export orders from the [Order processing] via
export folders. You must create an export query. If the query is valid for an order, then that order
is exported.
By default, all available files of a job are exported.
Procedure
1. Click [System] - [Services] - [Services settings] - [Export service] - [Export folders].
2. Click the [New export folder] button.
Export service
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3. Define the [Export folder path].
Click the [Browse] button to select or create an export folder.
4. Define the export query.
If the query is valid for an order, then that order is exported. The export query is an SQL query
which is uses order items. You have to define a query per export folder.
Define a query
on page 84
5. Enable or disable option [Export original files and job ticket only].
If you enable this option, only the original file and the job ticket are exported.
The following files are not exported:
• The JDF ticket
• The conversion file, if available
• The redistill file, if available
• The merged document, if available
6. Enable or disable option [Delete order after export].
When you enable this option, all exported orders are removed from the [Order processing].
7. Click [Save].
The export folder is configured and added to the list of export folders.
Define a query
Procedure
1. Drag and drop the order items and operators in the query field.
To create an SQL query, you can use:
• The available order items
• The available operators
• The additional operators: ', ", +, -, /, %
The following rules apply:
• Numbers are integers. A decimal separator is not allowed.
• String values are enclosed in quotation marks.
• Dates are enclosed in quotation marks. A date must be a valid date according to the regional
settings of the computer.
• Enumeration values are enclosed in quotation marks.
• Boolean values are enclosed in quotation marks.
Examples:
Type Valid value Invalid value
Number 53 34.5
String 'Hello' Hello
Dates '1/1/10' 1/1/10
Enumeration 'Enum_value' Enum_value
Boolean 'True' True
2. Example of a valid SQL query:
[Date] >= '1/1/10'
Define a query
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Security
Configure the connection to the server and web server
Introduction
Jobs are created via the Web Submission and the Order processing. You can configure if you
want to use a secure connection to the server and the web server.
Procedure
1. Click [System] - [Security] - [Connection].
2. [Use secure connections (HTTPS)]
Use this option to specify if you want to use the secure HTTPS connection for Web Submission.
If you enable this option you have to create a self-signed certificate, see dialog [Certificates]. A
certificate guarantees a secure (HTTPS) connection to the Web Submission server.
3. [Use only HTTP connections to the server]
Enable this option if you want to use HTTP only connections to the server. For example, the
firewall is allowed to open only one HTTP port.
Disable this option if you want to use HTTPS and TCP connections to the server. You must open
the TCP port on the server.
Security
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Select the authentication type
Introduction
PRISMAdirect offers single sign on. Therefore, [Windows authentication] is integrated with Active
Directory.
Procedure
1. Click [System] - [Security] - [Authentication mode].
2. Select the authentication type.
The installed services and the [Configuration] always use [Custom authentication].
Select the authentication type
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Create self-signed certificates
Introduction
You can create your own self-signed Certificate and use it for the secure transactions between the
customers and the Web server.
Additional information
The Secure Socket Layer (SSL) protocol was created to ensure secure transactions between Web
servers and Web browsers.
Data sent via an SSL connection is protected by encryption, a mechanism that prevents
eavesdropping and tampering with any transmitted data. SSL provides that private data sent to a
Web site, such as passwords, are kept confidential. Web server 'Certificates' are required to
initialize an SSL session.
End users know that they have an SSL session with a website when their browser displays the
little gold padlock and the address bar starts with 'https' rather than 'http'.
When connecting to the Web Submission website over SSL, the user's Web browser decides
whether or not to trust the Web Submission website's SSL Certificate based on which
Certification Authority has issued the actual SSL Certificate. To determine this, the browser looks
at its list of trusted issuing authorities - represented by a collection of Trusted Root CA
Certificates added into the browser by the browser vendor (such as Microsoft or Netscape).
Most SSL certificates are issued by CAs who own and use their own Trusted Root CA Certificates.
These Trusted Root CA Certificates have already been added to all popular browsers, and are
already trusted. These SSL certificates are known as 'single root' SSL certificates.
When you select option [Use secure connections (HTTPS)] in the [Connection] and assign a
Certificate to the Web Submission Web site, end users will receive a 'Security Alert'. This shows
the user more information about the Certificate that is used. The user can also view the Certificate
details. When the user clicks 'Yes' the Certificate will be used and the secure connection will be
established.
Procedure
1. Click [System] - [Security] - [Certificates].
2. Click the [Add] button.
3. Define all [Certificate items].
4. Define the [Number of years that the certificate is valid:] option.
5. Click the [OK] button.
The created Certificate will be added to the 'Installed Certificates' list.
Self-signed certificates are automatically imported on the web server.
Remove certificate
Introduction
You can only remove self-signed Certificates here.
Procedure
1. Click the delete icon to delete a certificate. The icon appears when you hover the mouse pointer
over the certificate.
A dialog will appear that asks you to confirm.
Create self-signed certificates
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2. Click 'OK' to remove the selected Certificate.
NOTE
You can only remove self-signed Certificates here.
Remove certificate
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Backup and restore
Introduction
It is recommended that you create a backup after each installation and patch installation. The
backup files are password-protected zip files. The backup files are created in the temporary data
folder. See
Define the path for the temporary folder
on page 99
Backup and restore of the configurations and the order data
• The databases and configuration files will be backed up and restored in their entirety on a
machine.
• You can only do a backup and restore on the same machine with the same PRISMAdirect
version.
• After each restore, all services will be restarted and the PRISMAdirect website will be restarted.
Therefore, users will have to log in again.
Export and import of the settings
You can import and export the configuration of PRISMAdirect. Then, you can use the exported
settings to configure another installation of PRISMAdirect. The import and export file are not
machine related.
When you export the settings, all settings will be exported. When you import the settings, you
can select all settings or a subset of the exported settings.
In addition, PRISMAdirect offers a number of preproduced configuration files. You can use these
files for fast configuration of PRISMAdirect as well.
Procedure
1. Click [System] - [Backup and restore].
2. You can backup the [Configurations] and the [Order data]. Click the [Backup] button.
The backup files are stored in the [Downloads] folder. The backup files contain machine
dependent settings. You can only restore a backup file when:
• The computer name is the same.
• The installation paths are the same.
• The application version is the same as the application version that created the backup file.
3. You can export the [Settings] of the application. Click the [Export] button.
The exported file is stored in the [Downloads] folder. The exported file does not contain any
machine dependant settings. Therefore, you can import this file on all machines.
Restore
Procedure
1. You can restore the [Configurations] and the [Order data]. Click the [Restore] button.
The backup files contain machine dependent settings. You can only restore a backup file when:
• The computer name is the same.
• The installation paths are the same.
• The application version is the same as the application version that created the backup file.
2. You can import the [Settings] of the application. Click the [Import] button. Select which settings
you want to import.
The import file does not contain any machine dependant settings. Therefore, you can import this
file on all machines.
Backup and restore
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3. Browse to the folder where the backup files are located.
4. Click [Open]. You have to select which [Settings] you want to restore.
The backup file is being uploaded to the server and its content is being restored.
Restore
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Accounting and reporting
Accounting
Enable accounting
Introduction
You can collect accounting information. The accounting information is saved in an SQL database.
To collect accounting information, an order ticket must contain the following ticket fields with
these exact names:
1. Account
2. Company
3. Copies
4. FinalCost
5. NrOfSourcePages
6. Plexity
7. PrintInColor
8. ReadyDate
9. UserId
These ticket fields are available in several views in the [Product and order editor]
The system administrator can edit the captions of these items in the [Product and order editor].
NOTE
The accounting information cannot be collected if the ticket definition contains an item with a
name longer than 128 characters.
The ticket is allowed to contain other ticket fields.
The operator must be able to assign values to the ticket fields which are used for accounting.
Define in the [Product and order editor] that these ticket fields can be edited by the operator.
Procedure
1. Click [System] - [Accounting and reporting] - [Accounting] - [Accounting workflow].
2. Enable the [Enable accounting] option.
A license is required to use the accounting functionality.
3. Configure the credentials for the SQL server.
You can also configure the credentials for the SQL server in [System]. Click [System] -
[Connectivity] - [Payment providers]. When you change the settings in [System], the settings will
also change in this dialog and vice versa.
1. Define the [Computer name \ instance name:].
With this option, you define where the accounting database is stored. For example:
SQL_server_name\SQL_server_instance_name.
2. You have to define how the [Order processing] connects to the accounting database.
Setting Description
[Windows authentication] The current Windows user information is used for the authentica-
tion. The user is not prompted for a user name and password.
[SQL authentication] Type a user name and password for the SQL server.
Accounting and reporting
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Accounting information can be collected when the user has system administration rights on
the accounting database.
3. Click the [Test connection] button.
Click this button to test the connection to the defined server.
4. Click [Save].
Enable accounting
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Configure the invoice settings
Introduction
In this dialog, you can define the company information for the invoice. The [Order processing]
uses the collected accounting information to generate the invoice.
Procedure
1. Click [System] - [Accounting and reporting] - [Accounting] - [Invoice].
2. Click button [Browse] to select an image.
The allowed image file types are: .bmp, .jpg, .gif, .png.
3. Type the company name.
4. Type the company address.
5. Define the [Tax rate(%):] that must be used for the invoice.
6. Click [Save].
Configure the invoice settings
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Reporting
Email the accounting reports automatically
Introduction
Accounting reports can be sent automatically by email, if:
• Option [Email accounting reports automatically] is enabled,
• The scheduled task is configured, and
• One or more accounting reports are selected in dialog [Accounting reports].
In this dialog, you can configure the required email settings and the settings for the scheduled
task. You have to select which reports you want to attach to the email in dialog [Accounting
reports].
You can manage the accounting reports in workspace [Reporting].
Procedure
1. Click [System] - [Accounting and reporting] - [Reporting] - [Email accounting reports
automatically].
2. Enable the [Email accounting reports automatically] option.
3. Define the email address.
When you add more than one email address, you must use a semicolon to separate the
addresses.
4. Select the [File format for report:].
The reports are converted into the selected format. The converted reports are attached to the
email.
5. Define the [Reporting period [months]:].
The accounting reports for the defined reporting period are emailed.
6. Click [New trigger] to define when the reports will be emailed.
7. Define when you want the task to start.
You can define that the task is executed once, or you can set a recurrence pattern. Define the start
date and enable or disable the task.
8. Type the username and password for the user. This user runs the task.
The [AutomaticReportsEmailSender] task is created in the task scheduler. The task is executed
with the provided credentials.
The task generates the selected reports before emailing the reports. The reports generated via the
scheduled task are saved on the server in the "Asset" folder. You can select the reports in dialog
[Accounting reports].
9. Click [Save].
10. You have to select which reports you want to attach to the email in dialog [Accounting reports].
Reporting
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Select the accounting reports
Introduction
Accounting reports can be sent automatically by email, if:
• Option [Email accounting reports automatically] is enabled,
• The scheduled task is configured, and
• One or more accounting reports are selected in dialog [Accounting reports].
In this dialog, you have to select which reports you want to attach to the email. You have to
configure the required email settings and the task settings in dialog [Email accounting reports
automatically].
You can manage the accounting reports in workspace [Reporting].
Procedure
1. Click [System] - [Accounting and reporting] - [Reporting] - [Accounting reports].
2. Select which reports you want to attach to the email. You can select one or more reports.
The report filenames (*.rpt) are displayed in this dialog. However, the report titles are displayed
in workspace [Reporting]. It is recommended that the filename and the title of a report are similar
when you create a new report.
3. Click the report to configure the report settings.
1. [Attach the report]
The report is attached as a file to the email.
2. [Add hyperlink to report to the email]
A link is added to the email. Click the link to open the report on the server.
3. [Overwrite existing report]
You can keep all versions of this report, or you can overwrite any existing reports on the
server.
4. [Delete existing report automatically]
Enable this option to automatically delete the report on the server when a new report is
generated. You can type a value in the spinbox for the number of days.
4. Click [Save].
Select the accounting reports
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Configure the reports folder
Introduction
You can manage the accounting reports in workspace [Reporting]. In this dialog, you can
configure the location to store the reports that are generated in workspace [Reporting].
The task [AutomaticReportsEmailSender] generates the selected reports before emailing the
reports. You can create the task in dialog [Email accounting reports automatically]. You can select
the reports in dialog [Accounting reports]. The reports generated via the scheduled task are saved
on the server in the "Asset" folder.
Procedure
1. Click [System] - [Accounting and reporting] - [Reporting] - [Reports folder].
2. Type the path to the reports folder.
You have to create the reports folder on the server.
Configure the reports folder
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Select the active languages for the system
Introduction
You can select which languages must be active for the system. Then, you can configure which
languages are available for the customers. You have to configure this for each web shop. You
have to configure the languages in the following locations in workspace [Configuration]:
1. [System]
Select the active languages for the system.
A language link will become available in the components of the system, e.g. the [Order
processing]. The user can change the display language via the language link.
2. [Web shop]
Configure which of the system languages are available per web shop. See:
Select the active
languages for the web shop
on page 123
3. [Web shop]
Allow customers to change the language of the web shop. See:
Configure the access settings
on page 103
4. [Web shop]
Select the language of the logon page of the web shop. See:
Configure the layout
on
page 105
This topic describes how you can select the active languages for the system.
Procedure
1. Click [System] - [Active languages for system]
2. Enable all languages that you want to offer to your users.
By default, the installation language is enabled.
3. Click [Save].
Select the active languages for the system
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Manage the corrupted orders and jobs
Introduction
This topic describes how you can manage a corrupted job.
Procedure
1. Click [System] - [Corrupted orders and jobs].
• [Corrupted orders]
• [Corrupted jobs]
2. Select a job from the list of corrupted jobs. Manage the corrupted job:
Action Description
[Save] 1. Click the [Save] button.
2. Browse to a location. Click the [Save] button.
The corrupted job and the job ticket are saved.
The saved job and job ticket can be sent to the help desk to ana-
lyze why the job became corrupted.
[Delete] 1. Click the [Delete] button.
The corrupted job is deleted from the server.
[Refresh] 1. Click button [Refresh] to update the list of corrupted jobs.
The list of corrupted jobs is not updated automatically.
Manage the corrupted orders and jobs
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Define the path for the temporary folder
Introduction
You have to define the temporary folder path. This folder is used to create the temporary backup
file.
Procedure
1. Click [System] - [Temporary folder].
2. You can type or copy/paste the folder path in the text field.
3. Click [Save].
Define the path for the temporary folder
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Define the license server settings
Procedure
1. Click [System] - [License].
2. Define the [License server name:].
Define the name or IP address of the license server.
You can define the license server name in Fully Qualified Domain Name (FQDN). For example,
<servername>.company.nl.
3. Define the [Port:].
Define which port of the license server is used.
4. Click the [Test connection] button.
Click this button to test the connection to the defined server.
5. Click [Save].
Define the license server settings
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Chapter 5
Web shop
Introduction
The [Web shop] component contains all available web shops. The name of the default web shop
is [Default]. This web shop is always available. Each web shop that is created in the [Web shop
editor] is added with its own name to [Web shop]. You have to configure each web shop
separately.
Introduction
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Access
Configure the access settings
Configure the general settings
1. Click [Web shop] - <web shop> - [Access] - [General settings].
2. [Enable anonymous access]
When you enable anonymous access to a web shop, you allow anonymous customers to
browse the web shop. Anonymous customers cannot order from the web shop.
Customers have to log in to the web shop to order products.
3. [Remember the user name and password]
The option [Remember the user name and password] becomes available in the logon screen
for the customer. When the customer enables this option, the customer can log on next time
without entering username and password.
The customer must enable cookies in the browser to support this option.
4. Click [Save].
Allow self-registration
You have to configure self-registration for each web shop. The scenario to enable self-registration
is:
1. For each web shop:
• Configure if users are allowed to create an account for Web Submission via self-
registration.
• Configure if each account is activated automatically or manually.
2. For accounts that must be activated manually:
You can activate or deactivate any self-registered user accounts. See:
Activate self-registered
users
on page 131
This topic describes how you can allow customers to create an account via self-registration. You
can also configure if each account is activated automatically or manually.
1. Click [Web shop] - <web shop> - [Access] - [General settings].
2. [Allow self-registration]
Customers can create their own accounts when you enable this option. The link [Create an
account] appears in the login screen of the Web Submission.
3. [Use CAPTCHA]
Customers have to type the displayed alphanumerical characters while creating an account.
4. [The system administrator must activate all new self-registered user accounts.]
• True
The system administrator receives an email when a user has created a new account via
self-registration. The system administrator must activate each account manually.
Type the email address for the system administrator.
• False
All new user accounts are activated automatically.
Once an account is activated, you can manage the concerning user in workspace [User
management]. You can add the user to a user group, assign a cost center, etc.
5. Click [Save].
Configure the permissions for customers
You can select which languages must be active for the system. Then, you can configure which
languages are available for the customers. You have to configure this for each web shop. You
have to configure the languages in the following locations in workspace [Configuration]:
Access
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1. [System]
Select the active languages for the system. See:
Select the active languages for the system
on
page 97
A language link will become available in the components of the system, e.g. the [Order
processing]. The user can change the display language via the language link.
2. [Web shop]
Configure which of the system languages are available per web shop. See:
Select the active
languages for the web shop
on page 123
3. [Web shop]
Allow customers to change the language of the web shop.
4. [Web shop]
Select the language of the logon page of the web shop. See:
Configure the layout
on
page 105
This topic describes how you can allow customers to change the language of the web shop.
1. Click [Web shop] - <web shop> - [Access] - [General settings].
2. [Allow users to change their password]
Enable this option to allow users of [Web Submission] to change their password.
You can customize this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom settings overrule the web shop settings for the
user group. The custom settings are used in all web shops for the concerning user group.
3. [Allow the customer to change the language]
Enable this option to allow a user to change the language of the Web Submission.
If this option is disabled, Web submission is displayed in the installation language and the
user is not able to change the language.
4. Click [Save].
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Layout
Configure the layout
Introduction
You can select which languages must be active for the system. Then, you can configure which
languages are available for the customers. You have to configure this for each web shop. You
have to configure the languages in the following locations in workspace [Configuration]:
1. [System]
Select the active languages for the system. See:
Select the active languages for the system
on
page 97
A language link will become available in the components of the system, e.g. the [Order
processing]. The user can change the display language via the language link.
2. [Web shop]
Configure which of the system languages are available per web shop. See:
Select the active
languages for the web shop
on page 123
3. [Web shop]
Allow customers to change the language of the web shop. See:
Configure the access settings
on page 103
4. [Web shop]
Select the language of the logon page of the web shop.
This topic describes how you can configure the layout of the web shop. You have to configure
each web shop. You can select the language of the logon page, the theme, etc.
Configure the layout settings
1. Click [Web shop] - <web shop> - [Layout] - [Layout].
2. [Language]
Select the language of the Web Submission logon page.
3. [Theme:]
Assign a theme to the web shop.
You can create and edit the themes in workspace [Theme editor].
4. [Login instructions:]
You can type in the user instructions that will be displayed on the Web Submission logon
page. These login instructions are visible in Web Submission when the user logs on via
custom authentication.
The login instructions will not be translated when you select a different language for the
logon page.
5. [Enable 'Download' page]
You can publish documents for the customer in the web shop.
1. Create folder "DownloadPage" in the temporary folder on the server. For the location of
the temporary folder, see
Define the path for the temporary folder
on page 99.
For example: C:\Windows\Temp\PRISMAdirect\DownloadPage
2. Copy the files that you want to publish in the web shop in this folder.
3. Enable the [Enable 'Download' page] option.
The [Downloads] link becomes available in the web shop.
The files are available for the customer when the customer clicks [Information] - [Downloads].
6. Click [Save].
Layout
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Order history settings
1. Click [Web shop] - <web shop> - [Order history settings].
2. [Show order history]
When you enable this option, a list becomes available in the [Order processing]. This list
contains the canceled and finalized orders.
3. [Number of visible orders:]
You can define how many canceled and finalized orders are available in the order history list.
Configure the layout
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Web shop view
Configure the custom columns for orders and jobs
Introduction
You can configure which order information is displayed for each order and job in the Web
Submission. You can make the most important information of the orders available to the
customers in one view.
For example, you can enable item [Number of jobs inside] to display how many jobs an order
contains. For each order, the number of jobs is displayed as: {0} jobs inside.
You can customize this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom settings overrule the web shop settings for the user
group. The custom settings are used in all web shops for the corresponding user group.
Procedure
1. Click [Web shop] - <web shop> - [Layout] - [Web shop view] - [Custom columns for job / order].
2. Select:
• [Custom columns for job] to configure the displayed information for jobs in the Web
Submission.
• [Custom columns for order] to configure the displayed information for orders in the Web
Submission.
3. You can drag and drop available items to the active items.
It is recommended that you enable not more than 12 items.
4. Drag each active item to set the order of the items.
The item in the top becomes the leftmost displayed item. The item at the bottom becomes the
rightmost displayed item.
5. Click [Save].
Web shop view
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Create a filter
Introduction
You can create filters to determine which orders are visible for a user. You can create and
configure the filters in the following locations in workspace [Configuration]:
1. [Web shop]
The filter determines which orders are visible for a user of [Web Submission].
2. [Order processing]
The filters determine which orders are visible for an operator of [Order processing]. See
Create a filter
on page 149.
Click the column header 'Name' to apply ascending sorting or descending sorting.
Click the column header '*' to sort on items that are used in the filter.
This topic describes how you can create and configure a filter for orders in the [Web Submission].
Procedure
1. Click [Web shop] - <web shop> - [Layout] - [Web shop view] - [Filter].
2. Select an item that you want to add to the filter and enable the [Use in filter] option.
An item is marked with a funnel icon when the item is added to the filter.
3. Configure the values for the item.
4. If required, you can add more than one item to the filter.
By default, the 'AND' operator is used when you add more than one item to the filter. When you
enable the [Allow the OR operator in the filter] option, the 'OR' operator is used when you add
more than one item to the filter.
5. Click [Save].
Create a filter
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Configure the submission settings
Introduction
The settings in this dialog are related to file submission.
1. Click [Web shop] - <web shop> - [Layout] - [Submission].
2. [Allowed file types]
• [*]
All document types are accepted.
• You can type the supported types of digital documents (for example PDF, DOC, PS, ...). Use
a comma to separate the custom document types.
You can customize this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom settings overrule the web shop settings for the
user group. The custom settings are used in all web shops for the corresponding user group.
3. [Overview of warnings]
When you enable this option, the button [Check for warnings] becomes available for the user
in the Web Submission. The user can click the button to check the order for warnings. The
operation checks for any conflicts between the PDF file and the values of the visual ticket
items. For example, you assigned a media type to the PDF file, but another media type is
assigned to the visual ticket item [Media]. This results in a warning. The [Overview of
warnings] dialog displays any detected warnings. It is recommended that the user solves any
warning(s) before the user submits the order. Therefore, it is recommended that you enable
the [Enable overview of warnings] option. See the help file of the [Product and order editor]
for more information concerning visual ticket items.
4. [Copyright administration]
Enable this option to make the customer responsible that submitted files are not copyright
protected. A submitted document may have copyrights and this cannot be automatically
checked by the software. The customer explicitly needs to sign off for copyrights to free the
print room of copyrights infringements before the jobs can be sent to the print room. The
customer can only submit a job when option [Copyright administration] is enabled.
You can customize this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom settings overrule the web shop settings for the
user group. The custom settings are used in all web shops for the corresponding user group.
5. [Copyright administration message:]
A default message is displayed to the customer or operator when:
1. The [Copyright administration] option is enabled in this dialogue.
2. The customer or operator tries to submit an order, but he or she has not enabled the
[Copyright administration] option in the order ticket.
Click a language to type a default message to the customer or operator in that language. The
available languages are displayed just above the text field.
6. Click [Save].
Configure the submission settings
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Pricing
Manage the cost centers
Introduction
You can manage the budgets for users and user groups. You have to create one or more cost
centers for each web shop. You have to assign a budget to each cost center. Then, you can assign
one or more users and user groups to each cost center. For the assigned users the order prices
are deducted from the budget. You can set a maximum price for an order for each user or user
group. In this case, an approver has to accept or reject the order when the price exceeds the
maximum price.
You have to configure the cost centers in two locations in workspace [Configuration]:
1. [Web shop]
You have to create one or more cost centers for each web shop.
2. [User management]
You can assign one or more users and user groups to each cost center. See
Assign a cost
centre to a user
on page 133 and
Assign a cost center to a user group
on page 141.
You have to configure the price approval workflow in two locations in workspace [Configuration]:
1. [Web shop]
You can define the default price approval settings for each web shop. See
Manage the default
price approval settings
on page 112
2. [User management]
You can define custom price approval settings for users and user groups. The custom settings
overwrite the default price settings for each web shop. See
Manage the price approval
settings for a user
on page 134 and
Manage the price approval settings for a user group
on
page 142
Alternatively, you can setup an interface between the PRISMAdirect server and the uniFLOW
server. The uniFLOW server then manages the cost centers and the price approval workflow. See
Setup the uniFLOW interface
on page 59
NOTE
The cost centers and the price approval workflow are part of the budget management workflow.
When the payment workflow is enabled, then the budget management workflow is disabled.
This topic describes how you can create one or more cost centers for each web shop.
Procedure
1. Click [Web shop] - <web shop> - [Pricing] - [Cost centers].
You have to configure the cost centers for each web shop.
2. Click the plus icon to add a cost center. An empty cost center is created.
Click the pencil icon to edit the cost center. The cost center is expanded.
3. Edit the caption. The caption is the displayed name of the cost center.
You can use the characters: 'a - z', 'A - Z', '0 - 9', '_' . Spaces are allowed for the caption.
4. Type a description for the cost center.
5. Define the email address of the approver for this cost center. When you add more than one email
address, you must use a semicolon to separate the addresses.
The approver receives an email when the spent budget exceeds the specified threshold.
6. Define the available budget for the cost center.
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7. [Send warning at threshold [%]:]
Define a percentage of the available budget. The approver receives an email when the spent
budget exceeds the specified threshold. The approver can increase or decrease the available
budget, or reset the spent budget.
The email message is predefined but it can be changed. It can be changed from the [Workflow
configuration], in the section [Email templates].
8. [Use cost center one level down:]
For example, you can create a top level cost center which contains the total budget. Then you
create a cost center per department. The cost center for each department uses part of the total
budget. When you enable this option for the top level cost center, then users can only select one
of the departmental cost centers.
9. Select the default cost center.
When multiple cost centers are assigned to a user, the default cost center is selected for that user
in the web shop. Customers can always select another cost centers in the web shop.
10. Click [Save].
Reset the spent budget
Introduction
Each cost center contains the available budget and the spent budget. You can reset the spent
budget per cost centre manually.
Procedure
1. Click the pencil icon to edit the cost center. The icon appears when you hover the mouse pointer
over a cost center.
2. Click the [Reset spent budget] button.
The spent budget of the cost center is reset to zero.
Reset the spent budget
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Manage the default price approval settings
Introduction
You can manage the budgets for users and user groups. You have to create one or more cost
centers for each web shop. You have to assign a budget to each cost center. Then, you can assign
one or more users and user groups to each cost center. For the assigned users the order prices
are deducted from the budget. You can set a maximum price for an order for each user or user
group. In this case, an approver has to accept or reject the order when the price exceeds the
maximum price.
You have to configure the cost centers in two locations in workspace [Configuration]:
1. [Web shop]
You have to create one or more cost centers for each web shop. See
Manage the cost centers
on page 110
2. [User management]
You can assign one or more users and user groups to each cost center. See
Assign a cost
centre to a user
on page 133 and
Assign a cost center to a user group
on page 141.
You have to configure the price approval workflow in two locations in workspace [Configuration]:
1. [Web shop]
You can define the default price approval settings for each web shop.
2. [User management]
You can define custom price approval settings for users and user groups. The custom settings
overwrite the default price settings for each web shop. See
Manage the price approval
settings for a user
on page 134 and
Manage the price approval settings for a user group
on
page 142
Alternatively, you can setup an interface between the PRISMAdirect server and the uniFLOW
server. The uniFLOW server then manages the cost centers and the price approval workflow. See
Setup the uniFLOW interface
on page 59
NOTE
The cost centers and the price approval workflow are part of the budget management workflow.
When the payment workflow is enabled, then the budget management workflow is disabled.
This topic describes how you can define the default price approval settings for each web shop.
Procedure
1. Click [Web shop] - <web shop> - [Pricing] - [Price approval workflow].
You have to configure the default price approval settings for each web shop.
2. Click [New level].
Define a maximum price for the current level. You can type a value in the spinbox for the budget.
3. Define the email address of the approver for the current level. When you add more than one
email address, you must use a semicolon to separate the addresses.
The approver receives an email when the order price exceeds the maximum price for the current
level. The approver of the current level must approve or reject the order. If the price exceeds the
maximum price of the next level, an approver of that level must also approve or reject the order.
NOTE
The approver for level 1 can forward the approval form to the approver for level 2.
4. Click button [New level] to define a maximum price for the new level. The maximum price of the
new level must be higher than the maximum price of the previous level.
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5. [Allow an approver to accept on behalf of higher level approvers.]
When you enable this option, each approver can always accept or reject an order, regardless of
the price.
6. [Motivation to approve price]
Click a language to type a default motivation to approve the price in that language. The available
languages are displayed just above the text field. The customer can edit the motivation when the
order price exceeds the maximum price for level 1.
7. Click [Save].
Manage the default price approval settings
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Configure the prices
Introduction
You have to configure the prices in the following locations in workspace [Configuration]:
1. [Price and formula editor]
You have to configure the prices for the system. See
Configure the prices
on page 177.
You have to configure the prices for media, printing and finishing options. You can configure
the prices for choice items that you want to use in formulas. You have to configure the prices
for stationery products. When you have configured the prices, you can create formulas for
jobs and for orders.
2. [Web shop]
When the prices are configured for the system, you can configure the prices for each web
shop. The prices for a web shop overrule the settings for the system.
All items for media, printing and finishing are defined in and retrieved from the [Product and
order editor]. This is also true for the choice items.
This topic describes how you can configure the prices for each web shop.
Configure the prices for media, printing and finishing items
1. Check that the default prices are configured.
Click [Price and formula editor] - [Pricing].
2. Configure if the default prices must be increased or decreased for each web shop.
Click [Web shop] - <web shop> - [Pricing] - [Pricing].
3. Define percentages for all options in the dialogue. You can type a percentage in the text field.
Or you can click the arrow buttons to increase or decrease the percentage. Define if the
percentage must be added or subtracted for each option.
4. Click [Save].
Configure the prices
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Configure the default price estimation settings
Introduction
In this dialogue, you can define the default price estimation settings for the web shop.
You can define the price settings for and assign formulas to:
• Product
Select a product in the [Product and order editor] workspace. You can define the [Price
estimation] and [Quotation] settings for each product. The product settings overrule the user
group and the web shop settings.
• User groups
You can customize the [Price estimation] and [Quotation] settings for each user group. The
custom settings overrule the web shop settings for the user group. The custom settings are
used in all web shops for the corresponding user group. See
Add or edit a user group
on
page 136.
• Each web shop
You can define the [Price estimation] and [Quotation] settings for each web shop.
The jobs created with a product will use the following price settings and formulas:
1. If a formula is assigned to the product, then this formula is used.
2. Otherwise, the formula and price settings assigned to the user group are used.
3. If no formulas are assigned to the product or user group, then the formulas and price settings
assigned to the web shop are used.
1. Click [Web shop] - <web shop> - [Pricing] - [Price estimation].
2. [Price estimation]
• [Yes]
The [Price estimation] option is available in Web Submission. A user is always presented
with an estimation of the job cost.
• [No]
The [Price estimation] option is not available in Web Submission. A user is never presented
with an estimation of the job cost.
• [Always]
A user is always presented with an estimation of the job cost. The user cannot submit the
job until the cost of the job is estimated.
3. [Select formulas]
Drag and drop the available formulas to the active formulas. Do this for both the jobs and the
orders.
4. Click [Save].
Configure the default price estimation settings
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Configure the default quotation settings
Introduction
In this dialog, you can define the default quotation settings for the web shop. The operator
calculates and sends the quotation to the customer. A license is required to use the quotation
functionality.
You can define the price settings for and assign formulas to:
• Product
Select a product in the [Product and order editor] workspace. You can define the [Price
estimation] and [Quotation] settings for each product. The product settings overrule the user
group and the web shop settings.
• User groups
You can customize the [Price estimation] and [Quotation] settings for each user group. The
custom settings overrule the web shop settings for the user group. The custom settings are
used in all web shops for the corresponding user group. See
Add or edit a user group
on
page 136.
• Each web shop
You can define the [Price estimation] and [Quotation] settings for each web shop.
The jobs created with a product will use the following price settings and formulas:
1. If a formula is assigned to the product, then this formula is used.
2. Otherwise, the formula and price settings assigned to the user group are used.
3. If no formulas are assigned to the product or user group, then the formulas and price settings
assigned to the web shop are used.
1. Click [Web shop] - <web shop> - [Pricing] - [Quotation].
2. [Quotation]
• [Yes]
The [Quotation] option is available in Web Submission. A user can request a quotation.
• [No]
The [Quotation] option is not available in Web Submission. A user cannot request a
quotation.
• [Always]
A user is always presented with a quotation. The user cannot disable the request to
calculate a quotation.
3. [Price can be accepted on behalf of the customer:]
Enable this option to allow the operator to accept the quotation on behalf of the customer.
Disable this option to force the customer to accept or reject the quotation.
4. [An order can be printed only after the price is calculated.]
Enable this option to force the operator to always calculate the quotation. The quotation must
be calculated for a correct budget control.
5. [Formula for job:]
You have to select a formula to calculate the quotations of the jobs.
6. [Formula for order:]
You have to select a formula to calculate the quotations of the orders.
7. Click [Save].
Configure the default quotation settings
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Enable payment
Introduction
The payment providers offer a payment service for your users. When you select one or more
payment providers, each user can pay for their orders directly. You have to configure the
payment workflow in three locations in workspace [Configuration]:
1. [System] - [Connectivity]
Enable payment for the system. Then, you can select which payment providers are available
for the system.
Configure the authentication to the SQL server instance. The system creates a payment report
per payment provider on the SQL server when the authentication is correct. See
Enable
payment for the system
on page 54.
The payment report is stored in the accounting database on the SQL server. You do not have
to enable the accounting functionality to create and access the payment report. The
accounting functionality and the payment report can be enabled independently.
2. [System] - [Web submission]
You have to configure the payment providers for each web server once the payment service
is enabled. See
Configure payment providers
on page 65.
3. [Web shop]
You have to enable the payment service for each web shop where you want to offer the
payment service.
You can enable payment for the selected web shop. Now, payment becomes mandatory for all
customers of the web shop.
Payment
1. Click [Web shop] - <web shop> - [Pricing] - [Payment].
2. Enable the [Enable payment] option. Customers have to pay their orders before they can
submit their orders via the web shop.
You can customize this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom setting overrules the web shop setting for the
user group. The custom setting is used in all web shops for the corresponding user group.
3. Click [Save].
Enable payment
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Configure shipping
Introduction
You can offer a shipping service to your customers. When you select one or more shipping
providers, each customer can request shipment of an order via the web shop. You have to
configure the shipping workflow in three locations in workspace [Configuration]:
1. [System] - [Connectivity]
Configure the default shipping settings for the system. You can configure some of these
settings differently for the web shops. For example, you have three web shops. You have
enabled shipping on system level. Now, you can enable or disable shipping for each web
shop.
See:
Configure the general shipping settings
on page 56,
Configure the default shipping label
on page 57 and
Type the default pickup address
on page 55.
2. [System] - [Web submission]
You can enable and configure one or more shipping providers for each web server once
shipping is enabled for the system. See:
Configure shipping providers
on page 66.
3. [Web shop]
You have to enable the shipping service for each web shop where you want to offer shipping.
You have to select one or more shipping formulas for each web shop. Also see
Type the
pickup address
on page 125.
This topic describes how you can enable and configure one or more shipping providers once the
shipping service is enabled for the system.
Procedure
1. Click [Web shop] - <web shop> - [Pricing] - [Shipping].
2. Enable the [Enable shipping] option.
The customer can request shipment of an order via the web shop.
You can customize this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom setting overrules the web shop setting for the user
group. The custom setting is used in all web shops for the corresponding user group.
3. Click [Add].
You can configure one or more delivery times and assign shipping formulas to the each delivery
time.
1. Configure the maximum time to deliver an order. The shorter the delivery time, the higher the
postage.
You can type a value in the text field. Or you can click the arrow buttons to increase or
decrease the value.
2. Assign a shipping formula to the delivery time. Select a formula from the drop-down list.
3. Do this for each delivery time.
4. Click [Save].
The customer can choose one of the configured delivery times in the web shop.
Configure shipping
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Configure tax calculation
Introduction
The tax service calculates the sales taxes for the orders. You have to configure the tax services
workflow in the following locations in workspace [Configuration]:
1. [System] - [Connectivity]
Configure which tax services are available for the system. See
Enable tax services for the
system
on page 58
2. [System] - [Web submission]
You have to configure the tax services for each web server once tax services are enabled for
the system. See
Configure the tax services
on page 67
3. [Web shop]
• [Origin address]
The tax service requires the pickup address of the print room and the delivery address of
the customer. See
Type the pickup address
on page 125
• [Price estimation]
The order price must be calculated first before the sales tax can be calculated. See
Configure the default price estimation settings
on page 115
• [Tax calculation]
You can select one tax service per web shop. See
Configure tax calculation
on page 119.
This topic describes how you can configure tax calculation for the selected web shop.
Procedure
1. Click [Web shop] - <web shop> - [Contact information] - [Origin address].
You have to configure the pickup address of the web shop if you want to use the tax service.
2. Click [Web shop] - <web shop> - [Pricing] - [Price estimation].
You have to enable price estimation if you want to use the tax service.
Configure tax calculation
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3. Click [Web shop] - <web shop> - [Pricing] - [Tax calculation].
4. Enable the [Enable tax calculation] option.
5. Select a tax service from the drop-down list.
The tax service calculates the sales taxes for the orders.
6. Click [Save].
Configure tax calculation
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Configure the preflight rules
Introduction
A preflight operation is a quality check of your document. You can configure the application to
automatically preflight a PDF file when:
• The operator generates a proof PDF in the order processing console.
• The customer adds a file to an order in the web shop.
The preflight operation checks if any rules are violated in the PDF file(s). You can configure most
of the rules. You can configure some rules to detect and fix a violation. Other rules can only be
configured to detect a violation. These violations can only be solved manually in the concerning
PDF file by the customer or the operator. The operation generates a preflight report and an
annotated file. The preflight report shows a summary of the problems that have been found and
fixed.
You have to configure the preflight settings in the following locations in workspace
[Configuration]:
1. [Order processing]
You have to configure the preflight rules for the [Order processing] workspace. See
Configure
the preflight rules
on page 150.
2. [Web shop]
You can configure the preflight settings for each web shop. These settings will also be used
when you create an order for this web shop in the [Order processing].
3. [System]
You can configure the number of preflight processes that can run in parallel. See
Automatic
process settings
on page 72.
4. You can attach the preflight report to emails to your customer. To configure the email
templates, go to: [Order processing] - [Workflow configuration] - [Email templates].
This topic describes how you can configure the preflight settings for each web shop.
Procedure
1. Click [Web shop] - <web shop> - [Preflight].
2. Click the following rules to configure the rules.
You can configure some rules to detect and fix a violation. Other rules can only be configured to
detect a violation. These violations can only be solved in the concerning PDF file by the customer
or the operator.
• [PDF actions and scripting rule:]
• [Content too close to border rule:]
• [Embedded fonts rule:]
• [Hairline rule:]
• [Image compression is too high rule:]
• [Image resolution is too high rule:]
• [Image resolution is too low rule:]
You can only enable or disable the following rules. The preflight operation cannot fix these
violations. These violations can only be solved manually in the concerning PDF file by the
customer or the operator.
• [Restricted permissions rule:]
• [Transparency rule:]
• [Overprint rule:]
3. Enable or disable each rule in the [Enabled] column.
4. Define the [Severity] of each rule.
• [Warning]
Configure the preflight rules
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A violation of the rule is detected. You can ignore the warning.
• [Error]
A violation of the rule is detected. The violation of the rule must be fixed.
5. You can define a timeout. The value is the timeout value in minutes.
When the timeout value is exceeded, the preflight operation is canceled.
6. [Enable automatic preflight]
When you enable this option, the application preflights each PDF file that the customer adds to an
order in the web shop. When the customer adds a non-PDF file, then the file must be converted to
PDF first before the preflight operation can start.
When you disable this option, the submitted files of the customer cannot be preflighted in the
web shop. The files can only be preflighted when the operator generates a proof PDF in the order
processing console.
You can customize this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom settings overrule the web shop settings for the user
group. The custom settings are used in all web shops for the concerning user group.
7. Click [Save].
Configure the preflight rules
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Select the active languages for the web shop
Introduction
You can select which languages must be active for the system. Then, you can configure which
languages are available for the customers. You have to configure this for each web shop. You
have to configure the languages in the following locations in workspace [Configuration]:
1. [System]
Select the active languages for the system. See:
Select the active languages for the system
on
page 97
A language link will become available in the components of the system, e.g. the [Order
processing]. The user can change the display language via the language link.
2. [Web shop]
Configure which of the system languages are available per web shop.
3. [Web shop]
Allow customers to change the language of the web shop. See:
Configure the access settings
on page 103
4. [Web shop]
Select the language of the logon page of the web shop. See:
Configure the layout
on page 105
This topic describes how you can configure which of the system languages are available per web
shop.
1. Click [Web shop] - <web shop> - [Active languages].
2. Select the default language of the web shop from the drop-down list.
3. Enable all languages that you want to offer to your customers.
4. Click [Save].
Select the active languages for the web shop
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Contact information
Type the contact information settings
Introduction
The [Contact information] are used in the [About] link in [Web Submission]. Customers can
contact the person with questions, etc.
1. Click [Web shop] - <web shop> - [Contact information] - [Contact information].
2. Configure:
Setting Description
[Name] The name of the contact person
[Telephone number] The telephone number of the contact person.
[Location] The location where the contact person can be found.
[Email address] The email address of the contact person.
3. Click [Save].
Contact information
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Type the pickup address
Introduction
You can offer a shipping service to your customers. When you select one or more shipping
providers, each customer can request shipment of an order via the web shop. You have to
configure the shipping workflow in three locations in workspace [Configuration]:
1. [System] - [Connectivity]
Configure the default shipping settings for the system. You can configure some of these
settings differently for the web shops. For example, you have three web shops. You have
enabled shipping on system level. Now, you can enable or disable shipping for each web
shop.
See:
Configure the general shipping settings
on page 56,
Configure the default shipping label
on page 57 and
Type the default pickup address
on page 55.
2. [System] - [Web submission]
You can enable and configure one or more shipping providers for each web server once
shipping is enabled for the system. See:
Configure shipping providers
on page 66.
3. [Web shop]
You have to enable the shipping service for each web shop where you want to offer shipping.
You have to select one or more shipping formulas for each web shop. See
Configure shipping
on page 118.
This topic describes how you can define the pickup address for your web shop. Usually, this is
the address of your print shop. The shipment provider collects the packages at this address.
You can also use the default pickup address. See: [System] - [Connectivity] - [Origin address].
Procedure
1. Click [Web shop] - <web shop> - [Contact information] - [Origin address].
2. [Use default origin address]
• Enabled
The web shop uses the default pickup address. See: [System] - [Connectivity] - [Origin
address].
• Disabled
You can type the pickup address for your web shop.
3. Type all address information in the concerning text fields.
The values in the text fields will not be validated in this dialog. The values will be validated when
the operator requests a shipment in the [Order processing] workspace. The selected shipment
provider returns an error message if any of the values are incorrect. For example, the zip code is
incorrect or the provider is not active in the specified country.
Type the pickup address
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4. Click [Save].
Type the pickup address
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Chapter 6
User management
Users
Add or edit a user
Introduction
Dialog [User settings] displays all available users. The application automatically fills in the values
in column [User type]. These values depend on the creation of the users. Every user who logs on
to the application with an LDAP username and password is created automatically. The [User type]
becomes:
• [Windows user] for an automatically created user that is authenticated via Windows
authentication.
• [LDAP user] for an automatically created user that is authenticated via custom authentication.
• [Web user] for users created in this dialog.
• [Web user] for self-registered users with an active account. See
Activate self-registered users
on page 131.
Procedure
1. Click [User management] - [Users] - [User settings].
2. Click the plus icon to add a user. A new user is created.
Click the pencil icon to edit the user.
3. Define the user name. The user name must be unique.
NOTE
The following characters are not allowed in a username: @";:<>|?/\*[],=+
The [User name] cannot be changed when you edit the user.
4. Define the [Role] of the user.
• [Services]
The users in the [Services] group have the highest rights. These users can access:
[Order processing]. Both the [Order view] and the [Job view].
[Product and order editor]
[Web shop editor]
[Theme editor]
[Configuration]
[Reporting]
[Web Submission]
• [Order managers]
The users in the [Order managers] group can access:
[Order processing]. Both the [Order view] and the [Job view].
[Product and order editor]
• [Operators]
The users in the [Operators] group can access the [Job view] of the [Order processing].
• [Customers]
The users in the [Customers] group can access the [Web Submission].
5. Define the [Password] for this user. You can also change the existing password of a user.
The password must be different from the user name. Use the following rules to define a strong
password:
• The password must have at least 8 characters.
• The password must use both upper case and lower case characters.
• The password must contain at least one number.
• The password must be different from the user name.
Users
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Confirm the password.
Click [Reset password] to change the existing password of a user.
6. You can add a user to one or more user groups.
When a user is added to multiple user groups:
• You have to select a default user group for the user. The budget of the default user group is
used for this user.
• You have assigned a role to each user group. Each role has associated rights. The rights for the
user groups are merged for the user.
7. [Custom filter settings]
Enable this option to allow only the use of custom filters for this user in the [Order processing].
You can create the custom filters in the [Manage filters] dialog of [Order processing].
When you enable this option, the default filters in the [Order processing] are disabled for this
user.
8. Click [Save].
Add or edit a user
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Edit the profile settings
Introduction
You can map the [Profile settings] of the customer to job ticket items. When the customer
submits a job, the job ticket items automatically receives the data from the [Profile settings].
• If the profile attribute contains a value, the associated job ticket item is filled in automatically.
The customer cannot change the job ticket item.
• If the profile attribute does not contain a value, the associated job ticket item is left empty. The
customer must define the value of the job ticket item.
• If you deselect a profile attribute, the Web Submission user must define the value of the job
ticket item.
The available profile attributes are fixed and cannot be changed. You can select other job ticket
items to map to the profile attributes.
[User profile]
1. Click [User management] - [Users] - [User profile].
2. Enable the profile settings that you want to use.
3. Click the drop-down list to select a job ticket item for a profile attribute.
Do this for all profile attributes.
4. Click [Save].
Edit the profile settings
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Activate self-registered users
Introduction
You can activate or deactivate any self-registered user accounts. The scenario to enable self-
registration is:
1. For each web shop:
• Configure if users are allowed to create an account for Web Submission via self-
registration.
• Configure if each account is activated automatically or manually.
See:
Configure the access settings
on page 103
2. For accounts that must be activated manually:
You can activate or deactivate any self-registered user accounts.
This topic describes how you can activate new self-registered user accounts.
Procedure
1. Click [User management] - [Users] - [Self-registered users].
2. Select which new accounts you want to activate.
3. Click [Save].
The application sends an email to each user whose account is activated.
Once an account is activated, you can manage the concerning user in workspace [User
management]. You can add the user to a user group, assign a cost center, etc.
Activate self-registered users
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Import users from an LDAP server or uniFLOW server
Introduction
You can import users from an LDAP server or uniFLOW server. You cannot add a [User role] to an
imported user. When you add the user to a user group, the user receives the role of the user
group. You also can only change the default group of an imported user amongst the groups it
belongs to in the LDAP server. Also, you cannot change its password.
Procedure
1. Click [User management] - [Users] - [Import from LDAP server].
2. Click the [Import] button.
3. Select a server from the drop-down list.
4. Select which user(s) you want to import.
NOTE
To be able to import groups or users from a server, the test connection should be
successful.
5. Click the [Import] button.
Import users from an LDAP server or uniFLOW server
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Assign a cost centre to a user
Introduction
You can manage the budgets for users and user groups. You have to create one or more cost
centers for each web shop. You have to assign a budget to each cost center. Then, you can assign
one or more users and user groups to each cost center. For the assigned users the order prices
are deducted from the budget. You can set a maximum price for an order for each user or user
group. In this case, an approver has to accept or reject the order when the price exceeds the
maximum price.
You have to configure the cost centers in two locations in workspace [Configuration]:
1. [Web shop]
You have to create one or more cost centers for each web shop. See
Manage the cost centers
on page 110
2. [User management]
You can assign one or more users and user groups to each cost center.
You have to configure the price approval workflow in two locations in workspace [Configuration]:
1. [Web shop]
You can define the default price approval settings for each web shop. See
Manage the default
price approval settings
on page 112
2. [User management]
You can define custom price approval settings for users and user groups. The custom settings
overwrite the default price settings for each web shop. See
Manage the price approval
settings for a user
on page 134 and
Manage the price approval settings for a user group
on
page 142
Alternatively, you can setup an interface between the PRISMAdirect server and the uniFLOW
server. The uniFLOW server then manages the cost centers and the price approval workflow. See
Setup the uniFLOW interface
on page 59
NOTE
The cost centers and the price approval workflow are part of the budget management workflow.
When the payment workflow is enabled, then the budget management workflow is disabled.
This topic describes how you can assign one or more users to each cost center.
Procedure
1. Click [User management] - [Users] - [Cost centers] - <web shop>.
You have to configure the cost centers for each web shop.
2. Select a user.
The available cost centres for the user appear.
3. Click the checkbox to assign a cost center to the user. The checkbox appears when you hover the
mouse pointer over a cost center.
You can assign multiple cost centres to the user. The cost centers are added to the [Assigned cost
centers].
• Click the view icon to view the configuration of the cost center. The icon appears when you
hover the mouse pointer over a cost center.
4. Deselect the cost centers that you want to remove for the user in section [Available cost centers].
Or you can click the delete icon in section [Assigned cost centers]. The icon appears when you
hover the mouse pointer over a cost center.
5. Click [Save].
Assign a cost centre to a user
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Manage the price approval settings for a user
Introduction
You can manage the budgets for users and user groups. You have to create one or more cost
centers for each web shop. You have to assign a budget to each cost center. Then, you can assign
one or more users and user groups to each cost center. For the assigned users the order prices
are deducted from the budget. You can set a maximum price for an order for each user or user
group. In this case, an approver has to accept or reject the order when the price exceeds the
maximum price.
You have to configure the cost centers in two locations in workspace [Configuration]:
1. [Web shop]
You have to create one or more cost centers for each web shop. See
Manage the cost centers
on page 110
2. [User management]
You can assign one or more users and user groups to each cost center. See
Assign a cost
centre to a user
on page 133 and
Assign a cost center to a user group
on page 141.
You have to configure the price approval workflow in two locations in workspace [Configuration]:
1. [Web shop]
You can define the default price approval settings for each web shop. See
Manage the default
price approval settings
on page 112
2. [User management]
You can define custom price approval settings for users and user groups. The custom settings
overwrite the default price settings for each web shop.
Alternatively, you can setup an interface between the PRISMAdirect server and the uniFLOW
server. The uniFLOW server then manages the cost centers and the price approval workflow. See
Setup the uniFLOW interface
on page 59
NOTE
The cost centers and the price approval workflow are part of the budget management workflow.
When the payment workflow is enabled, then the budget management workflow is disabled.
This topic describes how you can define custom price approval settings for users. The custom
settings overwrite the default price settings for each web shop.
Procedure
1. Click [User management] - [Users] - [Price approval workflow] - <web shop>.
You have to configure the price approval settings for each web shop.
2. Select a user.
The price approval settings for the user appear.
3. Click [New level].
Define a maximum price for the current level. You can type a value in the spinbox for the budget.
4. Define the email address of the approver for the current level. When you add more than one
email address, you must use a semicolon to separate the addresses.
The approver receives an email when the order price exceeds the maximum price for the current
level. The approver of the current level must approve or reject the order. If the price exceeds the
maximum price of the next level, an approver of that level must also approve or reject the order.
NOTE
The approver for level 1 can forward the approval form to the approver for level 2.
5. Click button [New level] to define a maximum price for the new level. The maximum price of the
new level must be higher than the maximum price of the previous level.
Manage the price approval settings for a user
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6. [Allow an approver to accept on behalf of higher level approvers.]
When you enable this option, each approver can always accept or reject an order, regardless of
the price.
7. Click [Save].
Manage the price approval settings for a user
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User groups
Add or edit a user group
Introduction
You have to configure each web shop separately in workspace [Web shop]. In this dialog, you can
customize a number of web shops settings for each user group. The custom settings overrule the
web shop settings for this user group. The custom settings are used in all web shops for this user
group.
Procedure
1. Click [User management] - [User groups] - [User group settings].
2. Click the plus icon to add a user group. A new user group is created.
Click the pencil icon to edit the user group.
3. Define the user group name. The name must be unique.
NOTE
The following characters are not allowed in a user group name: @";:<>|?/\*[],=+
The [User group name] cannot be changed when you edit the user group.
4. Define the [Role] of the users in the group.
• [Services]
The users in the [Services] group have the highest rights. These users can access:
[Order processing]. Both the [Order view] and the [Job view].
[Product and order editor]
[Web shop editor]
[Theme editor]
[Configuration]
[Reporting]
[Web Submission]
• [Order managers]
The users in the [Order managers] group can access:
[Order processing]. Both the [Order view] and the [Job view].
[Product and order editor]
• [Operators]
The users in the [Operators] group can access the [Job view] of the [Order processing].
• [Customers]
The users in the [Customers] group can access the [Web Submission].
5. [Allowed file types]
• [Web shop]
Use the settings for [Allowed file types] as defined in dialog [Submission] in [Web shop].
• [Custom]
Use custom settings for [Allowed file types] for this user group. The custom settings overrule
the web shop settings for this user group. The custom settings are used in all web shops for
this user group.
6. [Price estimation]
• [Web shop]
Use the settings for [Price estimation] as defined in dialog [Price estimation] in [Web shop].
• [Custom]
User groups
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Use custom settings for [Price estimation] for this user group. The custom settings overrule the
web shop settings for this user group. The custom settings are used in all web shops for this
user group.
NOTE
In the [Product and order editor], the system administrator can select a price estimation
formula for each product. The formulas in the product overrule the formulas assigned
to the user group in this dialog.
7. [Quotation]
• [Web shop]
Use the settings for [Quotation] as defined in dialog [Quotation] in [Web shop].
• [Custom]
Use custom settings for [Quotation] for this user group. The custom settings overrule the web
shop settings for this user group. The custom settings are used in all web shops for this user
group.
NOTE
In the [Product and order editor], the system administrator can select a quotation
formula for each product. The formulas in the product overrule the formulas assigned
to the user group in this dialog.
8. [Copyright administration]
• [Web shop]
Use the settings for [Copyright administration] as defined in dialog [Submission] in [Web
shop].
• [Custom]
Use custom settings for [Copyright administration] for this user group. The custom settings
overrule the web shop settings for this user group. The custom settings are used in all web
shops for this user group.
9. [Allow the customer to change the language]
• [Web shop]
Use the settings for [Allow the customer to change the language] as defined in dialog
[Permissions for customers] in [Web shop].
• [Custom]
Use custom settings for [Allow the customer to change the language] for this user group. The
custom settings overrule the web shop settings for this user group. The custom settings are
used in all web shops for this user group.
10. [Custom columns]
• [Web shop]
Use the settings for [Custom columns] as defined in dialog [Custom columns] for jobs and
orders in [Web shop].
• [Custom]
Use custom settings for [Custom columns] for this user group. The custom settings overrule
the web shop settings for this user group. The custom settings are used in all web shops for
this user group.
11. [Enable 'Download' page]
• [Web shop]
Use the settings for [Enable 'Download' page] as defined in dialog [Layout] in [Web shop].
• [Custom]
Use custom settings for [Enable 'Download' page] for this user group. The custom settings
overrule the web shop settings for this user group. The custom settings are used in all web
shops for this user group.
12. [File hosting service]
• [Global settings]
Add or edit a user group
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Use the settings for [File hosting service] as defined in dialog [File hosting providers] in
[System].
• [Custom]
Use custom settings for [File hosting service] for this user group. The custom settings overrule
the [Order processing] and web server settings for this user group. The custom settings are
used in all web shops for this user group.
13. [Enable payment]
• [Web shop]
Use the settings for [Enable payment] as defined in dialog [Payment] in [Web shop].
• [Custom]
Use custom settings for [Enable payment] for this user group. The custom settings overrule the
web shop settings for this user group. The custom settings are used in all web shops for this
user group.
14. [Enable shipping]
• [Web shop]
Use the settings for [Enable shipping] as defined in dialog [Shipping] in [Web shop].
• [Custom]
Use custom settings for [Enable shipping] for this user group. The custom settings overrule the
web shop settings for this user group. The custom settings are used in all web shops for this
user group.
15. [Enable automatic preflight]
• [Web shop]
Use the settings for [Enable automatic preflight] as defined in dialog [Preflight settings] in
[Web shop].
• [Custom]
Use custom settings for [Enable automatic preflight] for this user group. The custom settings
overrule the web shop settings for this user group. The custom settings are used in all web
shops for this user group.
16. Click [Save].
Add or edit a user group
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Import a user group
Introduction
You can import user groups from a file.
Procedure
1. Click [User management] - [User groups] - [User group settings].
2. Click the [Import] button.
3. Browse to the file.
NOTE
The file type can be csv or xml.
4. Click [Open].
The user group is imported.
Import user groups from an LDAP server or uniFLOW server
Introduction
You can import user groups from an LDAP server or a uniFLOW server.
The users and user groups managed on the LDAP server or uniFLOW server must receive an
appropriate [Role] for PRISMAdirect. The role determines the login rights of each user and user
group in PRISMAdirect. You can manage the users and user groups in workspace [User
management].
Procedure
1. Click [User management] - [User groups] - [Import from LDAP server].
2. Click the [Import] button.
3. Select a server from the drop-down list.
4. Select which user group(s) you want to import.
NOTE
To be able to import groups or users from a server, the test connection should be
successful.
5. Define the [Role] of the user.
• [Services]
The users in the [Services] group have the highest rights. These users can access:
[Order processing]. Both the [Order view] and the [Job view].
[Product and order editor]
[Web shop editor]
[Theme editor]
[Configuration]
[Reporting]
[Web Submission]
• [Order managers]
The users in the [Order managers] group can access:
[Order processing]. Both the [Order view] and the [Job view].
[Product and order editor]
• [Operators]
The users in the [Operators] group can access the [Job view] of the [Order processing].
Import a user group
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• [Customers]
The users in the [Customers] group can access the [Web Submission].
6. Click the [Import] button.
Import user groups from an LDAP server or uniFLOW server
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Assign a cost center to a user group
Introduction
You can manage the budgets for users and user groups. You have to create one or more cost
centers for each web shop. You have to assign a budget to each cost center. Then, you can assign
one or more users and user groups to each cost center. For the assigned users the order prices
are deducted from the budget. You can set a maximum price for an order for each user or user
group. In this case, an approver has to accept or reject the order when the price exceeds the
maximum price.
You have to configure the cost centers in two locations in workspace [Configuration]:
1. [Web shop]
You have to create one or more cost centers for each web shop. See
Manage the cost centers
on page 110
2. [User management]
You can assign one or more users and user groups to each cost center.
You have to configure the price approval workflow in two locations in workspace [Configuration]:
1. [Web shop]
You can define the default price approval settings for each web shop. See
Manage the default
price approval settings
on page 112
2. [User management]
You can define custom price approval settings for users and user groups. The custom settings
overwrite the default price settings for each web shop. See
Manage the price approval
settings for a user
on page 134 and
Manage the price approval settings for a user group
on
page 142
Alternatively, you can setup an interface between the PRISMAdirect server and the uniFLOW
server. The uniFLOW server then manages the cost centers and the price approval workflow. See
Setup the uniFLOW interface
on page 59
NOTE
The cost centers and the price approval workflow are part of the budget management workflow.
When the payment workflow is enabled, then the budget management workflow is disabled.
This topic describes how you can assign one or more user groups to each cost center.
Procedure
1. Click [User management] - [User groups] - [Cost centers] - <web shop>.
You have to configure the cost centers for each web shop.
2. Select a user group.
The available cost centers for the user group appear.
3. Click the checkbox to assign a cost center to the user group. The checkbox appears when you
hover the mouse pointer over a cost center.
You can assign multiple cost centers to the user group. The cost centers are added to the
[Assigned cost centers].
• Click the view icon to view the configuration of the cost center. The icon appears when you
hover the mouse pointer over a cost center.
4. Deselect the cost centers that you want to remove for the user group in section [Available cost
centers].
Or you can click the delete icon in section [Assigned cost centers]. The icon appears when you
hover the mouse pointer over a cost center.
5. Click [Save].
Assign a cost center to a user group
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Manage the price approval settings for a user group
Introduction
You can manage the budgets for users and user groups. You have to create one or more cost
centers for each web shop. You have to assign a budget to each cost center. Then, you can assign
one or more users and user groups to each cost center. For the assigned users the order prices
are deducted from the budget. You can set a maximum price for an order for each user or user
group. In this case, an approver has to accept or reject the order when the price exceeds the
maximum price.
You have to configure the cost centers in two locations in workspace [Configuration]:
1. [Web shop]
You have to create one or more cost centers for each web shop. See
Manage the cost centers
on page 110
2. [User management]
You can assign one or more users and user groups to each cost center. See
Assign a cost
centre to a user
on page 133 and
Assign a cost center to a user group
on page 141.
You have to configure the price approval workflow in two locations in workspace [Configuration]:
1. [Web shop]
You can define the default price approval settings for each web shop. See
Manage the default
price approval settings
on page 112
2. [User management]
You can define custom price approval settings for users and user groups. The custom settings
overwrite the default price settings for each web shop.
Alternatively, you can setup an interface between the PRISMAdirect server and the uniFLOW
server. The uniFLOW server then manages the cost centers and the price approval workflow. See
Setup the uniFLOW interface
on page 59
NOTE
The cost centers and the price approval workflow are part of the budget management workflow.
When the payment workflow is enabled, then the budget management workflow is disabled.
This topic describes how you can define custom price approval settings for user groups. The
custom settings overwrite the default price settings for each web shop.
Procedure
1. Click [User management] - [User groups] - [Price approval workflow] - <web shop>.
You have to configure the price approval settings for each web shop.
2. Select a user group.
The price approval settings for the user group appear.
3. Click [New level].
Define a maximum price for the current level. You can type a value in the spinbox for the budget.
4. Define the email address of the approver for the current level. When you add more than one
email address, you must use a semicolon to separate the addresses.
The approver receives an email when the order price exceeds the maximum price for the current
level. The approver of the current level must approve or reject the order. If the price exceeds the
maximum price of the next level, an approver of that level must also approve or reject the order.
NOTE
The approver for level 1 can forward the approval form to the approver for level 2.
5. Click button [New level] to define a maximum price for the new level. The maximum price of the
new level must be higher than the maximum price of the previous level.
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6. [Allow an approver to accept on behalf of higher level approvers.]
When you enable this option, each approver can always accept or reject an order, regardless of
the price.
7. Click [Save].
Manage the price approval settings for a user group
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Manage the user roles
Introduction
The user roles determine the login rights of each user and user group in PRISMAdirect. You can
create and manage the custom user roles. You can assign the custom user role to a user or user
group. When you delete this role, the role [Customers] is automatically assigned to the user or
user group.
You cannot edit or delete the default user roles:
• [Services]
• [Order managers]
• [Operators]
• [Customers]
Procedure
1. Click [User management] - [User roles].
2. Click [New role].
You can also click the copy icon to copy an existing role. The icon appears when you hover the
mouse pointer over the existing role.
3. Type the name for the user role.
By default, all rights are enable for the new role.
4. Manage the rights for the role.
You have to disable [Order view] first, before you can disable [Job view].
5. You can assign the user role to a user or user group. See
Add or edit a user
on page 128 and
Add
or edit a user group
on page 136
Manage the user roles
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Chapter 7
Order processing
General settings
Configure the general settings
Configure the general settings
Configure the general settings for the operator and the order manager of the [Order processing]
workspace.
1. Click [Order processing] - [General settings] - [General settings].
2. You can configure the following settings:
Setting Description
[Allow the operator to
change the files of jobs]
Enable this option to allow the operator to change the files of jobs
in the job details of the selected job.
When this option is enabled, the operator can:
• [Digital file], [Paper original] and [Other digital file].
• A product can contain a fixed document. The operator can re-
move the fixed document and can add other files to the job.
• A product can contain a fixed VDP document. The operator can
remove the fixed VDP document and can add other files to the
job.
• Delete a file.
• Replace a file.
• Edit a non-PDF file.
The customers submit files to the [Order processing]. The custom-
ers must be confident that the files are printed exactly as these
were submitted. When you enable this option, there is no guaran-
tee that the submitted files will remain unchanged before the job
is printed.
[Allow the order manager
to change the orders]
Enable this option to allow the order manager to change the sub-
mitted orders. The order manager can add or remove jobs from
the orders, add or remove files from the jobs, etc.
The order manager should change an order only after a request
from the customer.
[Always add the OrderID to
the email subject]
Enable this option to add the OrderID to the subject of each email
which is sent from the application. To be able to identify the job in
the email client, the OrderID must be added to the subject.
NOTE
This option must be enabled when Microsoft Outlook is
installed. The operator can create jobs and accept jobs
in Microsoft Outlook.
[Overview of warnings] When you enable this option, the operator can open the overview
of warnings in the [Order processing].
The order is checked for warnings before the order is submitted.
The [Overview of warnings] dialog displays any detected warn-
ings. It is recommended that the operator solves any warning(s)
before the operator submits the order. Therefore, it is recommen-
ded that you enable the [Enable overview of warnings] option. 4
General settings
146 Chapter 7 - Order processing
PRISMAdirect 1.3.0
Setting Description
[Allow the order manager
to assign jobs from impor-
ted orders to operators]
Imported orders can contain multiple jobs. Enable this option to
allow the order manager to the jobs to different operators.
[Get notifications when a
new order is received]
The operator and the order manager get notifications when a new
order is received. The notifications are
• A ringing sound, and
• The browser tab displays the number of new orders.
[Current job number] This option contains the job number of the last job.
You can define any job number with a maximum value of
999999999.
The next submitted job has job number: [Current job number] + 1.
NOTE
Multiple jobs with the same job number can appear in
the job list, when you change the [Current job number].
[Current order number:] This option contains the number of the last order.
You can define any number with a maximum value of 999999999.
The next submitted order has order number: [Current order num-
ber:] + 1.
NOTE
Multiple orders with the same order number can appear
in the order list, when you change the [Current order
number:].
3. Click [Save].
Trace level
Set the trace level for the [Order processing] workspace:
• [Debug]
The [Debug] trace level provides the most detailed log information.
• [Error]
The errors are logged.
• [Info]
The errors and information messages are logged
NOTE
The [Debug] trace level can impact the performance of the application.
Configure the VDP settings
You can offer the VDP functionality to your customers. You have to configure the VDP
functionality in two locations in workspace [Configuration]:
1. [Print Prepare Manager service]in [System]
The Order processing and the Web server connect to the server via the port for the Print
Prepare Manager service. These applications must have access to the server to use the VDP
functionality.
2. [VDP settings]in [System]
Define the maximum number of pages of a variable data document shown in the [Preview] or
[Proof PDF].
Configure the general settings
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Procedure
1. Click [Order processing] - [General settings] - [General settings].
2. Define the maximum number of pages of a variable data document shown in the [Preview] or
[Proof PDF]. The maximum value for this option is 2000 pages.
A high number of pages can decrease the performance of the application.
3. Click [Save].
Configure the general settings
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Manage filters
Create a filter
Introduction
You can create filters to determine which orders are visible for an operator. You can create and
configure the filters in the following locations in workspace [Configuration]:
1. [Web shop]
The filter determines which orders are visible for a user of [Web Submission]. See
Create a
filter
on page 108.
2. [Order processing]
The filters determine which orders are visible for an operator of [Order processing].
Click the column header 'Name' to apply ascending sorting or descending sorting.
Click the column header '*' to sort on items that are used in the filter.
This topic describes how you can create and configure one or more filters for orders in the [Order
processing].
Procedure
1. Click [Order processing] - [Manage filters] - [Filters for orders / jobs]
2. Click the plus icon to add a filter.
3. Assign the filter to one or more operators. You can manage the operators in [Order processing] -
[Workflow configuration] - [General settings] - [Assign to].
4. Type a name and description for the filter. The name must be unique.
5. Select an item that you want to add to the filter and enable the [Use in filter] option.
An item is marked with a funnel icon when the item is added to the filter.
6. Configure the values for the item.
7. If required, you can add more than one item to the filter.
By default, the 'AND' operator is used when you add more than one item to the filter. When you
enable the [Allow the OR operator in the filter] option, the 'OR' operator is used when you add
more than one item to the filter.
8. Click [Save].
Manage filters
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Configure the preflight rules
Introduction
A preflight operation is a quality check of your document. You can configure the application to
automatically preflight a PDF file when:
• The operator generates a proof PDF in the order processing console.
• The customer adds a file to an order in the web shop.
The preflight operation checks if any rules are violated in the PDF file(s). You can configure most
of the rules. You can configure some rules to detect and fix a violation. Other rules can only be
configured to detect a violation. These violations can only be solved manually in the concerning
PDF file by the customer or the operator. The operation generates a preflight report and an
annotated file. The preflight report shows a summary of the problems that have been found and
fixed.
You have to configure the preflight settings in the following locations in workspace
[Configuration]:
1. [Order processing]
You have to configure the preflight rules for the [Order processing] workspace
2. [Web shop]
You can configure the preflight settings for each web shop. These settings will also be used
when you create an order for this web shop in the [Order processing]. See
Configure the
preflight rules
on page 121.
3. [System]
You can configure the number of preflight processes that can run in parallel. See
Automatic
process settings
on page 72.
4. You can attach the preflight report to emails to your customer. To configure the email
templates, go to: [Order processing] - [Workflow configuration] - [Email templates].
This topic describes how you can configure the preflight settings for the workspace
[Configuration].
Procedure
1. Click [Order processing] - [Preflight].
2. Click the following rules to configure the rules.
You can configure some rules to detect and fix a violation. Other rules can only be configured to
detect a violation. These violations can only be solved in the corresponding PDF file by the
customer or the operator.
• [PDF actions and scripting rule:]
• [Content too close to border rule:]
• [Embedded fonts rule:]
• [Hairline rule:]
• [Image compression is too high rule:]
• [Image resolution is too high rule:]
• [Image resolution is too low rule:]
You can only enable or disable the following rules. The preflight operation cannot fix these
violations. These violations can only be solved manually in the concerning PDF file by the
customer or the operator.
• [Restricted permissions rule:]
• [Transparency rule:]
• [Overprint rule:]
3. Enable or disable each rule in the [Enabled] column.
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4. Define the [Severity] of each rule.
• [Warning]
A violation of the rule is detected. You can ignore the warning.
• [Error]
A violation of the rule is detected. The violation of the rule must be fixed.
5. You can define a timeout. The value is the timeout value in minutes.
When the timeout value is exceeded, the preflight operation is canceled.
6. [Enable automatic preflight]
When you enable this option, the application preflights each PDF file that the customer adds to an
order in the web shop. When the customer adds a non-PDF file, then the file must be converted to
PDF first before the preflight operation can start.
When you disable this option, the submitted files of the customer cannot be preflighted in the
web shop. The files can only be preflighted when the operator generates a proof PDF in the order
processing console.
You can customize this setting for one or more user groups. See: [User management] - [User
groups] - [User group settings]. The custom settings overrule the web shop settings for the user
group. The custom settings are used in all web shops for the concerning user group.
7. Click [Save].
Configure the preflight rules
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Workflow configuration
General settings
Manage the operators
Introduction
In this dialog, you can create and manage the operators. You can assign jobs to an operator in
workspace [Order processing]. In this way, you can divide the work between several operators.
You cannot delete an operator when jobs are assigned to this operator.
Procedure
1. Click [Order processing] - [Workflow configuration] - [General settings] - [Assign to].
2. Click the plus icon to add an operator.
Click the pencil icon to edit the operator.
3. Edit the name of the operator.
You can use the characters: 'a - z', 'A - Z', '0 - 9', '_' . Spaces are allowed.
4. Click [Save].
Workflow configuration
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Manage the categories
Introduction
You can assign jobs to predefined categories and to custom categories in workspace [Order
processing].
The predefined categories are:
• [New jobs]
• [Ready jobs]
• [Finalized jobs]
You cannot edit or delete the predefined categories.
You can define your own custom categories. You cannot delete a custom category when jobs are
assigned to this category.
Procedure
1. Click [Order processing] - [Workflow configuration] - [General settings] - [Categories].
2. Click the plus icon to add a category.
Click the pencil icon to edit the category.
3. Edit the name of the category.
You can use the characters: 'a - z', 'A - Z', '0 - 9', '_' . Spaces are allowed.
4. Click [Save].
Manage the categories
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Configure the workflow
Introduction
You can configure which actions must be performed by the application when the state of an order
changes. This procedure describes all actions that are possible at an order state change. Not all
actions are available for all state changes.
Procedure
1. Click [Order processing] - [Workflow configuration] - [General settings].
2. Select any of the order states.
3. Print job ticket when...
Enable this option when you want to print the ticket when the order changes into the concerning
state.
4. You can select several options for sending an email:
• [Always]
The email message for the concerning order state change is always send to the customer.
• [When requested by customer]
The email message for the concerning order state change is only sent to the customer when
the customer has requested this.
• [Send an email to the customer]
The email message for the concerning order state change is always send to the customer.
• [Send an email to the operators]
The email message for the concerning order state change is always send to the operators. You
can define multiple email addresses. Use a semicolon to separate the email addresses.
5. [Allow to edit the email message before sending]
The default email message is opened. You can change the email message before you send it to
the customer.
6. [Send email to Cc addresses]
Enable option [Send email to Cc addresses] to add a carbon copy address to the email sent. You
can define multiple email addresses. Use a semicolon to separate the email addresses.
7. [Move to category]
Define to which category you want to move the order when the order state changes into the
concerning state.
8. [Assign to]
Define to which operator you want to assign the order when the order state changes into the
concerning state.
9. Click [Save].
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Configure the other settings
Introduction
You have to configure the email settings in three locations in workspace [Configuration]:
1. [System]
You have to configure the email settings and the SMTP server of the print room. See
Configure the email settings
on page 52
2. [Order processing]
• You can allow the operator to attach additional files to the default email messages to the
customer.
• You can create default email messages. See
Configure the email templates
on page 157
Procedure
1. Click [Order processing] - [Workflow configuration] - [General settings] - [Other settings].
2. [Print both the job ticket and the job.]
The job ticket is inserted as a banner page before the job.
3. [Allow operator to attach files when sending email.]
You can define the email templates in section [Email templates]. In that section, you can define
which files will be attached to the emails by default. When you enable this option, you can allow
the operator to attach additional files to the email messages to the customer.
4. [Enable automatic document preparation]
You can use the automation templates of PRISMAprepare for automatic document preparation.
1. Get the automation templates
PRISMAprepare must be installed on a local system. You have to install the PRISMAdirect
Web Bootstrap on the same local system. You can download the bootstrap from the
PRISMAdirect server, see [Configuration] - [Downloads].
When you change the automation templates in the local installation of PRISMAprepare, the
bootstrap will push the changes to the server of PRISMAdirect.
2. Use the automation templates
Enable the [Enable automatic document preparation] option. The automation templates
become available in the products in the [Product and order editor] workspace. You can
activate the automation templates in each product in view [Print room].
For each product, the active automation templates will be applied to the jobs as soon as the
jobs arrive on the server. The jobs receive the layout as defined by the templates.
When this option is disabled, the products cannot use the automation templates.
5. Click [Save].
Configure the other settings
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User settings
Configure the reminders
Introduction
You can configure reminders about jobs that are nearly due. You can have up to 5 reminders with
different colors. The [Job number] column receives the selected color of the concerning
reminder. It is recommended that you add the column [Delivery date] to the [Job view] of the
workspace [Order processing]. In this way, the operator can see the creation date of the job and
the requested delivery date in one view.
Procedure
1. Select [Set a reminder] if you want to be reminded about jobs that are nearly due.
2. Click [New reminder].
3. You can select how far ahead of the due date the reminder of the job is displayed:
• [Days]
The number of days before the due date.
• [Hours]
The number of hours before the due date.
• [Minutes]
The number of minutes before the due date.
4. You can select the colour for the job to signal the concerning reminder.
5. Click [Save].
User settings
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Email templates
Configure the email templates
Introduction
The application allows you to automatically send default email messages to the customer. For
example, you can create default email messages for all stages of the order workflow.
You have to configure the email settings in three locations in workspace [Configuration]:
1. [System]
You have to configure the email settings and the SMTP server of the print room. See
Configure the email settings
on page 52
2. [Order processing]
• You can allow the operator to attach additional files to the default email messages to the
customer. See
Configure the other settings
on page 155
• You can create default email messages.
Procedure
1. Click [Order processing] - [Workflow configuration] - [Email templates].
2. Select the email template that you want to configure.
3. You can change the subject of the email message.
You can change the default email message for each available language. The languages are
enabled in [Active languages for system] in the [System] component.
Click [Revert to default] to use the default email message again. Your changes will be discarded.
4. Your email message can contain variables from the job ticket. This allows you to send a dynamic
message, containing job-specific information. You can use variables from the list of order items
and/or the product items. You can use the product items only in text field [Job information (per
job):]. Drag and drop the variable into the message at the desired position. A variable is enclosed
by '%' symbols.
You can include a hyperlink to the order in your email. Drag and drop [Hyperlink to order] into the
message. When the customer clicks the hyperlink, a web page opens that contains the concerning
order.
5. You can configure which files are automatically attached to the email message.
• Select option [Attach the document] to attach the final PDF document to the email message.
• Select the [Attach the job ticket] option to attach the job ticket to the email message.
• Select the [Attach the preflight report] option to attach the preflight report to the email
message.
NOTE
The operator can attach additional files to an email message when the [Allow operator
to attach files when sending email.] option is enabled. See [Other settings] in the
[Workflow configuration] dialog.
6. Click [Save].
7. Repeat these steps for all email templates.
Email templates
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Ticket mappings
Use job ticket settings in printer driver
Introduction
You can use the values in the job ticket directly in the corresponding settings in the printer driver.
All the printers installed on your machine that support the [UPP mappings] will be available in the
section [UPP mappings]. The Unified Print Path (UPP) printers use the same technology as
PRISMAprepare to print page programmed documents.
The job ticket items that you can use are defined in the [Product and order editor]. You can use
job ticket items of type: [Choice], [Yes/No], [Text] and [Number].
You can use the values of the job ticket in:
• [All printers]
The values of the job ticket are used in all printer drivers.
At least one printer that supports [UPP mappings] must be installed to see items in the [Printer
parameters].
• To specific printers
The values of the job ticket are used in a specific printer driver. The values of the job ticket are
only used when you print to that printer.
You can use the values of the job ticket differently in different printer drivers.
You can use the job ticket settings for [All printers]. You can use the same job ticket settings for
one or more specific printers. The job ticket settings for a specific printer driver overwrite the use
of these settings for all printers.
Procedure
1. Click [Order processing] - [Ticket mappings] - [UPP mappings].
2. Select if you want to use the job ticket settings in:
• [All printers]
• A specific printer
You must select a printer.
NOTE
At least one printer must be installed.
3. Select a [Job ticket item].
The possible values for this [Job ticket item] and the [Printer parameters] are displayed.
4. Select one of the values and select the corresponding printer parameter.
5. Repeat above steps for each job ticket item that you want to use in the printer driver.
For example:
You can use a job ticket item like 'Document type' with value 'Internal report' for multiple printer
settings in the printer driver. You can use this job ticket key 'Internal report' for the printer driver
settings 'Duplex = On' and 'Staple = Off'. When a user specifies the 'Document' type as 'Internal
report,' the document will be printed duplex and with a staple.
6. Click [Save].
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Use job tickets settings in document
Introduction
You can use the values of the job ticket items in document attributes. The document attributes
are used when you page program the document.
The job ticket items that you can use are defined in the [Product and order editor]. You can use
job ticket items of type: [Choice], [Yes/No], [Text] and [Number].
NOTE
Job ticket item [Copies] is only visible when the document is printed.
NOTE
You can use the job ticket settings only if the document is not already page programmed.
Procedure
1. Click [Order processing] - [Ticket mappings] - [Job ticket items in document].
2. Select a [Job ticket item].
The possible values for this [Job ticket item] and the [Document attributes] are displayed.
3. Select one of the values and select the corresponding document attribute.
You can map one job ticket item per document attribute.
4. Repeat above steps for each job ticket item that you want to use in the document attributes.
5. Click [Save].
Use job tickets settings in document
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Configure the printed ticket
Procedure
1. Click [Order processing] - [Print options for ticket].
2. Define the font settings for the ticket.
• [Ticket title settings]
Define how the title of the job ticket must be printed.
• [Group item settings]
Define how the group items of the job ticket must be printed.
• [Item settings]
Define how the job ticket items must be printed.
3. For each job ticket category, you can define the font with option [Font name:].
4. For each job ticket category, you can define the [Font size:].
5. For each job ticket category, you can define the [Font style:]
• [Bold]
• [Italic]
• [Underline]
• [Strikethrough]
6. Enable the [Print logo in ticket] option to print the logo in the job ticket.
1. Click button [Browse] to select an image.
The allowed image file types are: .bmp, .jpg, .gif, .png.
Click [Clear] to remove a selected image.
2. Select the position for the logo from the drop-down list.
3. [Scale logo to page size]
You can scale the logo to the page size. Enable the [Keep ratio] option to use the same
relation between width and height for the logo as for the page size. You have to define the
width [%] for the image.
7. Click [Save].
Configure the printed ticket
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Chapter 8
Printer settings
Manage the printers for the application
[Printer discovery tool]
Introduction
You can use the printer discovery tool to easily add printers to PRISMAdirect.
With this printer discover tool, you can detect printers on your network and get the configuration
of the printers by standard SNMP protocol. The SNMP protocol must be enabled on the printers.
When SNMP is not enabled, you can still add printers manually.
Click the [Discover] button to launch the [Printer discovery tool].
[Printer discovery method]
You can discover printers on the network either by broadcast, by scanning a range of IP
addresses or by defining a subnet mask. By default, the range of IP addresses and the subnet
mask are retrieved from the local IP address and the local Windows subnet mask.
Discovery method Description
[Broadcast to local net-
work]
Use this discovery method when printers are connected to the lo-
cal network.
SNMP enabled printers that recognise this type of broadcast will
respond.
NOTE
Not all SNMP enabled printers respond to the broadcast.
[Scan range] Use this discovery method when printers are connected to anoth-
er subnet of the network than the local network.
NOTE
When you have multiple network cards in your system
you should use the scan range discovery method.
Scan a range of IP addresses for SNMP enabled printers from the
lowest to the highest IP address.
[Scan subnet] Use this discovery method when you network is divided into sub
networks.
Scan the defined subnet for SNMP enabled printers. The system
uses the subnet mask to determine the scan range. You can
change the subnet mask.
Click [Search] to start the discovery of printers.
Or you can define the additional settings for [Advanced...] first.
[Advanced discovery]
Click the[Advanced...] button to define SNMP parameters. These parameters are used during the
scan process. Some of them are also used to configure the discovered printers.
Manage the printers for the application
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Scan process properties
Setting Explanation
[Retries:] Define how many times the tool tries to contact a printer.
[Timeout (ms):] Define the response timeout of a printer in ms.
You can select which SNMP version is supported by the printer:
• SNMP V1
• SNMP V3
You can define the following settings when you select SNMP V1:
Settings SNMP V1
Setting Description
[Read community:] The read community name is used to identify the group of devices
that support printer monitoring.
Default value 'public'.
You can define the following settings when you select SNMP V3:
Settings SNMP V3
Setting Description
[Security user name:] Define a user name for the authentication service.
[Context:] 'Context' refers to the collection of management information ac-
cessible by the SNMP entity. This setting is optional.
[Authentication protocol:] Select the authentication protocol that is used by the printer.
• None
• MD5
• SHA
[Authentication password:] The 'Authentication password' is the password required for the
authentication service.
[Confirm password:] Confirm the authentication password.
[Privacy protocol:] Select the encryption algorithm that is used by the printer.
• None
• DES
• AES
[Privacy password:] The 'Privacy password' is the password required for the privacy
(encryption) service. This setting is optional.
[Confirm password:] Confirm the privacy password.
Search result window
Once the discovery starts, using the selected scan method and its parameters, progression status
information shows the current number of scanned IP addresses and the current number of
printers found. The result of the scan process is updated progressively and displays the following
information:
Column header Explanation
[IP address] The printer IP address. 4
[Printer discovery tool]
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Column header Explanation
[Printer name] The printer name.
The Windows printer name if the printer is already defined in the
local Windows system, otherwise the model name is used as the
printer name.
[Printer model] The printer model.
[Status] The printer configuration status. The following status can be
shown:
• [New]
The printer is not yet available on the local system.
• [Not configured]
The printer is available on the local system but the printer is not
yet configured for PRISMAdirect.
• [Configured]
The printer is available on the local system and the printer is
configured for PRISMAdirect.
• [Not responding]
The printer is available on the local system and the printer can
be configured for PRISMAdirect. However, the printer is not re-
sponding.
• [Invalid configuration]
The printer is available on the local system. However, the print-
er is configured for another printer model or another controller
version.
• [Invalid printer]
The printer is defined on the local system with the same printer
address. However, the printer does not match the discovered
printer model or the discovered controller version. 4
[Printer discovery tool]
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Column header Explanation
[Action] The following actions are available depending on the configura-
tion status of the printer:
• [Add]
The configuration status of the printer is [New]. Click [Add] to
add the printer to the local system and/or configure the printer
for PRISMAdirect. If the driver is required but not yet installed,
the action button also launches the printer driver installation
wizard before adding the printer to the local system.
For printers for which no driver is needed, the action button
opens a dialog that allows you to add the printer to PRISMAdir-
ect. No printer is added to the local system. The finishers are
automatically retrieved from the printer.
• [Edit]
The configuration status of the printer is [Configured]. Click [Ed-
it] to edit the configuration of the printer.
• [Configure]
The configuration status of the printer is [Not configured] or [In-
valid configuration]. Click [Configure] to configure the printer
for PRISMAdirect. The available finishers are automatically re-
trieved from the printer.
• [Remove]
The configuration status of the printer is [Not responding] or
[Invalid printer]. Click [Remove] to remove the printer from the
local system and from the PRISMAdirect configuration.
Add a printer manually
Click the [Add additional printer] button to add a printer manually. For example, SNMP is not
enabled on a printer. Therefore, the printer discovery tool cannot find the printer. See:
Add a
printer manually
on page 166.
[Printer discovery tool]
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Add a printer manually
Introduction
You can add a printer manually. For example, SNMP is not enabled on a printer. Therefore, the
printer discovery tool cannot find the printer.
Add a new printer
1. Click [Printer settings] and click the plus icon next to [Printers].
2. Select the printer model and controller version of your printer.
3. You can change the printer name.
4. Enter the IP address of the printer.
5. Click OK.
Add a printer manually
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Edit the printer settings
Manage the general settings
Introduction
The general settings define the properties and the availability of each printer. Click [Printer
settings] - [Printers] and select an available printer.
Printer image
You can change the printer image:
Select a printer image
on page 168.
Preferences
• [Available for printing]
Enable this option to make the printer available in the application.
• [Enable the driver settings button in the print dialog]
The printer driver can offer options that are not available in the [Print] dialogue. For example,
the printer driver of a color printer can offer color settings which are not supported by
PRISMAdirect.
Enable this option to add the driver settings button to the [Print] dialogue. You can find this
button next to the printer driver in the [Print] dialog.
If the [Print] dialogue offers all driver settings, then the driver settings button is not added to
the [Print] dialogue.
NOTE
The printer output can be ruined if the printer driver dialogue contains settings that
conflict with page program settings. Options like [Same-up], [Booklet], page
programming in the driver and 'Number of copies' are potentially dangerous.
Rasterize and finishing settings are usually save.
• [Enable accounting]
When this option is enabled, the tab [Accounting] becomes available in the [Print] dialogue.
• [Maximum number of sheets per job for variable data documents]
You can cut a print job into a number of smaller jobs. For example, a print job consists of 1000
variable data documents. Each variable data document contains two pages which are printed
on one sheet. You set this option to 10. Now, 100 print jobs are sent to the printer.
NOTE
This option is available for variable data documents.
PDL Settings
• [Far East fonts:]
Select this option if you want to include Far East fonts.
• [PostScript level:]
Select the PostScript level of the printer. Available options are [Level 2] or [Level 3].
• [Emit fonts:]
• Select option [All fonts] to add all used fonts to the print file. This will lead to a larger print
file.
• Select option [Embedded fonts] to add only the embedded fonts to the print file. For fonts
that are not embedded, the printer will check if the font is installed on the printer. If not, the
font will be replaced by a font that is installed on the printer.
Edit the printer settings
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[Web sites for the printer:]
You can add one or more URLs to the text field. The URLs become available in the context menu
of the printer in the [Order processing].
Right-click a printer in the [Order processing] to open the context menu of the printer. You can
select the website(s) in the context menu.
NOTE
This option is available in PRISMAdirect only.
[Select a printer image]
Introduction
Select a printer image from the pre-defined list of images or upload your own image.
1. Click the printer image.
2. Browse to the image that you want to use as printer image.
3. Click OK.
You can also upload your own image for the printer.
1. Click the printer image.
2. Click [Upload].
3. Browse to the image that you want to use as printer image.
Images of type GIF, JPG, and PNG are supported.
4. Click [Open].
[Select a printer image]
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Manage the printer configuration
Introduction
Define the queue settings for the selected printer. The queue settings are printer dependent. Click
[Printer settings] - [Printers] and select an available printer.
You can select which finisher(s) are available for the printer.
Manage the destination settings
1. Select which queues you want to enable for the printer. When you enable more than one
queue, you have to select a default queue from the drop-down list. The default value is used
for the concerning printer in the [Print] dialog.
2. Click [Import DocBoxes] to import DocBoxes that are defined on the printer.
NOTE
The option [Import DocBoxes] is only available on printers that support DocBoxes.
Manage the finishers for the printer
You can select which finisher(s) are available for the printer. All available finishers are displayed
in the [Finishers] pane.
1. Click [Get printer configuration] to get the configuration from the printer.
The option [Get printer configuration] is only available on printers that support this.
2. You can select the default output location from the drop-down list. The default value is used
for the concerning printer in the [Print] dialog.
All available output locations are displayed in the [Output locations] pane. The output
locations depend on the selected finisher. These output locations are available in setting
[Output location] on tab [Finishing] in the [Print] dialog.
3. You can select the default output location for unused cyclic media from the drop-down list.
The default value is used for the concerning printer in the [Print] dialog.
Any unused cyclic media, such as tab media, is deposited in an [Output location].
Manage the printer configuration
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Manage the connection settings
Introduction
Define the [Printer connection] settings when you want to:
• Import or export the media catalog via a network to or from the printer.
• Support DocBoxes. Check the specifications of your printer to determine if the printer supports
DocBoxes.
• Support printer monitoring via SNMP.
Enable the [Printer monitoring] option to support printer monitoring via SNMP. Click [Printer
settings] - [Printers] and select an available printer.
Procedure
1. Define the [Printer connection] settings:
Setting Description
[Printer URL:] The URL of the printer. For example: http://10.29.167.169.
You can edit [Printer URL:] only if the printer connection type is
"JMF" or when the printer is not installed in the Windows spooler.
The setting is disabled when the address is retrieved from the
Windows spooler.
[Print to file] Select this option to send the print data to a file. You can enable
this option to diagnose a print problem.
[Connection type:] Select if you want to print using a protocol or the Windows spool-
er. This parameter can be modified only when more than one con-
nection type is supported for the selected printer.
• Windows spooler
• LPD
• JMF
[Connection timeout (ms):] Define the connection timeout in ms. The printer must respond to
each request before the timeout expires. When the timeout does
expire, the request to the printer is canceled.
2. Enable the [Printer monitoring] option to monitor printers via SNMP.
For example, you can monitor the toner level, printer status, etc.
Setting Explanation
Retry timer Define the frequency to monitor the printer in seconds. The range is: 5 - 900
seconds.
You can select which SNMP version is supported by the printer:
• SNMP V1
• SNMP V3
SNMP V3 introduces a user-based security model for authentication and privacy services.
You can define the following settings when you select SNMP V1:
Manage the connection settings
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Settings SNMP V1
Setting Description
[Read communi-
ty:]
The read community name is used to identify the group of devices that sup-
port printer monitoring.
Default value 'public'.
You can define the following settings when you select SNMP V3:
Settings SNMP V3
Setting Description
[Security user
name:]
Define a user name for the authentication service.
[Context:] 'Context' refers to the collection of management information accessible by
the SNMP entity. This setting is optional.
[Authentication
protocol:]
Select the authentication protocol that is used by the printer.
• None
• MD5
• SHA
[Authentication
password:]
The 'Authentication password' is the password required for the authentica-
tion service.
[Confirm pass-
word:]
Confirm the authentication password.
[Privacy proto-
col:]
Select the encryption algorithm that is used by the printer.
• None
• DES
• AES
[Privacy pass-
word:]
The 'Privacy password' is the password required for the privacy (encryption)
service. This setting is optional.
[Confirm pass-
word:]
Confirm the privacy password.
Manage the connection settings
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Manage the printer clusters
Add or edit a printer cluster
Introduction
You can group printers into printer clusters. You can use the printer cluster for load balancing.
Procedure
1. Click [Printer settings].
2. Click the plus icon to create a printer cluster. Or select an existing cluster to edit the cluster.
3. Define a name. The name must be unique.
You can use the characters: 'a - z', 'A - Z', '0 - 9', '_' . Spaces are allowed.
4. Type a description for the printer cluster.
5. You can drag and drop available printers to the active printers.
You can define the print speed of each printer that you add to the cluster. The application uses
the print speed to calculate the workload per printer when you enable load balancing. The print
speed is often based on optimal paper formats and no finishing. When you use non-optimal
paper formats and/or finishing, the print speed decreases. You can decrease the print speed to
ensure a better calculation of the workload per printer.
Drag and drop active printers to the available printers to remove the printers from the cluster.
6. Click [Save].
Manage the printer clusters
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Application settings
Add a color strip
Introduction
You can manage the color strips available to the users.
Color strips are used in PRISMAdirect as color proofing strips on the printed output.
Procedure
1. Click [Printer settings] - [Application settings] - [Color strips].
2. Click the plus icon.
3. Browse to the color strip that you want to add.
NOTE
The supported file types are: *.eps, *.pdf, *.tif and *.tiff.
4. You can select one or more color strips.
5. Click the [Open] button.
The added color strip is enabled by default. You can disable the color strip by deselecting the
checkbox.
Application settings
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Add an imposition layout
Introduction
The application offers a number of imposition layout types. You can add and delete user-defined
imposition layouts. You can disable any imposition layout. When a document uses a disabled
imposition layout, the layout is still applied when that document is printed.
The main imposition types are:
• [None]
• [ N-up]
Several pages are placed on one sheet side in the (left to right and top to bottom) reading
order. The number of pages per sheet side is computed depending on the page size and media
size.
This imposition layout has several sub-types. For example: [2-up]
• [Folio]
Four pages per sheet are placed in a way so that each sheet can be folded in half. All the folded
sheets are stacked.
• [Octavo]
Generates the same imposition as the [Octavo signature book] document type.
• [Quarto]
Generates the same imposition as the [Quarto signature book] document type.
• [Cut and stack]
The Cut & Stack imposition enhances printer productivity when printing large documents. Two
pages are printed per sheet side. The sheets are cut in two parts. The left stack is stacked on
top of the right stack to form a perfect sequential order.
This imposition layout has several sub-types. For example: [Cut and stack with binding edge
inside]
• [Same-up]
The same page is printed twice per sheet side.
This imposition layout has several sub-types. For example: [Same-up with binding edge
outside]
• Variable data documents can also be printed using an imposition layout. For example: [VDP N-
up].
NOTE
See the help file of the [Order processing] for a complete description of the default imposition
types.
Procedure
1. Click [Printer settings] - [Application settings] - [Imposition layouts].
2. Click the plus icon.
3. Browse to the layout file(s) that you want to add.
4. You can select one or more layout files.
5. Click the [Open] button.
The added imposition layout is enabled by default. You can disable the imposition layout by
deselecting the checkbox.
Add an imposition layout
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Chapter 9
Price and formula editor
Select a formula manager
Introduction
You can configure the prices and build the formulas for the price workflows with the [Price and
formula editor].
When you have upgraded from PRISMAaccess to PRISMAdirect, you can choose to keep using
the formula manager of PRISMAaccess.
Procedure
1. Click [Price and formula editor] - [General settings].
2. [Use the prices and formulas from the Excel sheet]
Enable this setting to use the formula manager, i.e. the Excel sheet, of PRISMAaccess.
Disable this setting to configure the prices and build the formulas for the price workflows with the
[Price and formula editor].
3. Click [Save].
Select a formula manager
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Pricing
Configure the prices
Introduction
You have to configure the prices in the following locations in workspace [Configuration]:
1. [Price and formula editor]
You have to configure the prices for the system.
You have to configure the prices for media, printing and finishing options. You can configure
the prices for choice items that you want to use in formulas. You have to configure the prices
for stationery products. When you have configured the prices, you can create formulas for
jobs and for orders.
2. [Web shop]
When the prices are configured for the system, you can configure the prices for each web
shop. The prices for a web shop overrule the settings for the system. See
Configure the prices
on page 114.
All items for media, printing and finishing are defined in and retrieved from the [Product and
order editor]. This is also true for the choice items.
This topic describes how you can configure the prices for the system.
Configure the prices for media, printing and finishing items
1. Click [Price and formula editor] - [Pricing].
2. Click [Prices for media].
3. Define values for all options in the dialog. You can type a value in the text field. Or you can
click the arrow buttons to increase or decrease the value.
4. Click [Save].
5. Do the same for:
• [Prices for printing]
• [Prices for finishing]
Configure the prices for choice items
1. Click [Price and formula editor] - [Pricing].
2. Click [Prices for choice items for jobs].
3. Click the drop-down list and select the choice item that you want to configure.
4. Click [Add].
All options of the choice item are added to the dialog. You can add and configure more choice
items to the dialog.
5. Define values for all options in the dialog. You can type a value in the text field. Or you can
click the arrow buttons to increase or decrease the value.
6. Click [Save].
7. Do the same for:
• [Prices for choice items for orders]
Configure the prices for stationery products
1. Click [Price and formula editor] - [Pricing].
2. Click [Prices for stationery products].
3. Define values for all stationery products in the dialog. You can type a value in the text field. Or
you can click the arrow buttons to increase or decrease the value.
Pricing
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4. Click [Save].
Configure the prices
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Formulas
Create the formulas
Introduction
You can create formulas for:
• Jobs and orders
You have to configure the prices for media, printing and finishing options. You can configure
the prices for choice items that you want to use in formulas. When you have configured the
prices, you can create formulas for jobs and for orders. You can create one or more constants.
You can use the constants in the formulas. You can configure discounts for everyone or for
specific user groups. You can use the discounts in combination with the formulas.
• [Formulas for jobs]
You create a formula by adding formula parts. By default, the first formula part for jobs is
InitialCost.
• InitialCost = ((prices for media * number of pages) + (prices for media * number of covers)
+ (prices for printing * number of pages) + prices for finishing) * number of copies
The number of covers depends on the value of CoverPlace: 0 for none, 1 for front or back,
2 for front and back.
A formula for jobs is applied to jobs. Each job contains one type of media.
• [Formulas for orders]
By default, TotalCost is available for formulas for orders. TotalCost can be used as a formula
part. It is available in the list of [Variables] that you can use for an expression. Just drag
TotalCost in field [Expression] and click [Save].
• TotalCost = the total of the prices of all jobs of the order.
A formula for orders is applied to orders. Each order can contain multiple jobs. Each job can
use a different type of media than any other job in the order.
• Shipping
The shipping formulas calculate the postage & packing. The shorter the delivery period, the
higher the postage. You have to create the shipping formulas based on agreements with each
shipping provider. Note that the actual postage is calculated when the operator clicks
[Dispatch] in the [Order processing] workspace.
• [Shipping formulas for orders]
Create a formula for each delivery time that you offer to the customers. The shorter the
delivery time, the higher the postage. The customer can select a delivery time in the web
shop. The calculated postage & packing is displayed to the customer. The calculated price is
a contract between the customer and the web shop. You can create one or more shipping
formulas for each web shop.
Procedure
1. Click [Price and formula editor] - [Formulas] and select:
• [Formulas for jobs], or
• [Formulas for orders], or
• [Shipping formulas for orders]
2. Click [Add].
3. Define a name. The name must be unique.
You can use the characters: 'a - z', 'A - Z', '0 - 9', '_' . Spaces are allowed.
4. Click a language to type the caption in that language. The available languages are displayed just
above the text field.
Formulas
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5. Click [New part of formula].
By default, the first formula part for jobs is InitialCost.
1. Select the type of the formula part.
• [Addition]
The result of this formula part is added to the result of the previous formula part.
• [Subtraction]
The result of this formula part is subtracted from the result of the previous formula part.
• [Exit]
The result of this formula part will halt the execution of the formula. The calculated result
until the exit statement is returned for the formula.
2. Define a name. The name must be unique.
You can use the characters: 'a - z', 'A - Z', '0 - 9', '_' . Spaces are allowed.
3. Define the result of the formula part in field [Value].
You can only use variables that return a numerical value. Drag the variables in the field
[Value]. For more information concerning the variable types, see
The variable types
on
page 180.
4. Select how you want to use the value of the formula part in option [Use expression as:].
• [Value]
The result of this formula part is added to or subtracted from the result of the previous
formula part as a value.
• [Percentage]
The result of this formula part is added to or subtracted from the result of the previous
formula part as a percentage.
5. Create the condition for the expression in field [Condition:]. You can use all variables and
operators in the condition. The value of this formula part is used when the condition is met.
The value of this formula part is always used when you do not create a condition.
For more information concerning the variable types, see
The variable types
on page 180.
6. You can repeat step 5 to add additional formula parts to the formula.
7. You can drag each formula part to the correct position in [Parts of formula]. The formula parts are
executed in the given order starting with the first formula part.
8. Click [Save].
The formula becomes available for the user groups, web shops and the products.
9. Do the same for:
• [Formulas for jobs], or
• [Formulas for orders], or
• [Shipping formulas for orders]
The variable types
Introduction
A number of variable types are available when you create a formula part.
Variables of type "Choice"
You can use a variable of type [Choice] as follows:
• Field [Value]
The variable contains the option of a choice item that is valid for the job. For example:
Suppose that the choice item DocumentMediaColor contains 10 color options for media colour.
For the formula, the variable DocumentMediaColor only contains the color that is actually used
for the media in this job.
• Field [Condition:]
You can use variables of type [Choice] in field [Condition:]. In this field, you can use all options
of the choice item to create the condition:
The variable types
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1. Drag the variable into the field.
2. Drag or type the operator into the field.
3. Type the quotation marks ("") in the field.
The list of options for the concerning choice item appears. For example:
Suppose that the choice item DocumentMediaColor contains 10 color options for media
colour. For the condition, you can use all 10 options of the choice item.
4. Select an option from the list to create the condition.
Overview of the variable types and examples of their usage
Icon Variable type Where used + example of usage
$ Number result
This variable or constant contains a
numerical value. Or the result of this
variable is a numerical value.
NOTE
You have to configure the
prices for media, printing,
and finishing, see
Config-
ure the prices
on
page 177.MediaPricing,
PrintingPricing, Finishing-
Pricing and StationeryPric-
ing receive their values
from these dialogs.
Field [Value]
• PrintingPricing
• CoverMediaColor.cost
Field [Condition:]
• PrintingPricing == 8
• CoverMediaColor.cost < 5
Text
This variable contains the name of
the product used to create the job.
Field [Condition:]
• ProductName == "Flyer"
user Text
This variable contains a user name.
Field [Condition:]
• User == "User 1"
user group Text
This variable contains a user group
name.
Field [Condition:]
• User group == "User group 1"
[Date]
This variable contains a date.
Field [Condition:]
• FinalizedDate < CreationDate + 5
[Choice]
This variable contains the option of a
choice item that is valid for the job.
Field [Condition:]
• DocumentMediaColor == "Red"
[Number]
This variable contains a numerical
value.
Field [Value]
• Pages
Field [Condition:]
• Pages > 150
[Text]
This variable contains text.
Field [Condition:]
• FinalizedBy == "Operator"
[Yes/No]
The result of this variable is a boo-
lean.
Field [Condition:]
• IsJobCostApproved
4
The variable types
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Icon Variable type Where used + example of usage
PrintInColor
[Choice]
This variable contains the option of a
choice item that is valid for the job.
For example:
Field [Condition:]
For an example, see variable type
[Choice]
NewCoverMedia
[Choice]
This variable contains the option of a
choice item that is valid for the job.
For example:
CoverPlace
[Choice]
This variable contains the option of a
choice item that is valid for the job.
For example:
Plexity
[Choice]
This variable contains the option of a
choice item that is valid for the job.
For example:
Folding
[Choice]
This variable contains the option of a
choice item that is valid for the job.
For example:
OrientationAndBindingEdge
[Choice]
This variable contains the option of a
choice item that is valid for the job.
For example:
Media
[Choice]
This variable contains the option of a
choice item that is valid for the job.
For example:
Punching
[Choice]
This variable contains the option of a
choice item that is valid for the job.
For example:
BindingMethod
[Choice]
This variable contains the option of a
choice item that is valid for the job.
For example:
The variable types
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Test the formulas
Introduction
You can test the formulas that you have created. You just have to upload an order to test a
formula.
Before you begin
There are two ways to test each formula:
1. You create specific orders for each formula. You use these orders in this dialogue. The system
applies a formula based on the data inside the order. You can see which formula was applied
in the detailed test result.
2. You can also assign the formula that you want to test directly to a product or to a web shop.
You have to create specific orders to test the formula. See
Configure the default price
estimation settings
on page 115 and
Configure the default quotation settings
on page 116
Procedure
1. Click [Price and formula editor] - [Formulas] - [Test formula].
2. Click [Use exported order].
3. Browse to the zip file that contains one order.
You can create a zip file containing one order in the [Order processing]. Select one order in the
[Order processing] and click [Export orders]. You have to create a zip file of the exported order.
4. The formula is tested. The detailed test result of the formula is displayed.
Test the formulas
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Apply a discount
Introduction
You can apply a discount to products and/ or user groups. When you apply multiple discounts to
a product or a user group, the order of the discounts is important. The first discount in the list will
be applied to the concerning product or user group. Any other discounts in this list for that
product or user group will not be applied.
To change the currency for the discounts, click [System] - [Currency].
Procedure
1. Click [Price and formula editor] - [Discounts].
2. Click [Add].
3. [Amount]
Define the amount for the discount. You can type a value in the text field. You can use the
decimal separator "." in the value. Or you can click the arrow buttons to increase or decrease the
value.
• [Value]
The discount is a value subtracted from the formula result.
• [Percentage]
The discount is a percentage subtracted from the formula result.
4. [Discount type]
• [Everyone]
The discount is available for everyone who uses the selected product.
• [User group]
Click Browse to select one or more user groups. The discount is available for the users in the
specified user groups.
5. [Product name]
You can apply the discount to one or more products.
6. [Web shop]
You can apply the discount to one or more web shops.
7. [Show discounts to customers]
Enable this option to show the discounts for the selected products and web shops. Each selected
product displays the value or the percentage of the discount in a red field.
8. Click [Save].
Apply a discount
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Create a constant
Introduction
You can create one or more constants. You can use the constants in the formulas.
Procedure
1. Click [Price and formula editor] - [Constants].
2. Click [Add].
3. Define a name. The name must be unique.
You can use the characters: 'a - z', 'A - Z', '0 - 9', '_' . Spaces are allowed.
4. Define a value for the constant. You can type a value in the text field. Or you can click the arrow
buttons to increase or decrease the value.
5. Click [Save].
The constant is added to the list of variables for the formulas. You can use the constant in the
formulas.
Create a constant
Chapter 9 - Price and formula editor 185
PRISMAdirect 1.3.0
Configure the currency settings
Procedure
1. Click [Price and formula editor] - [Currency].
2. Select a currency from the drop-down list.
You can also define a custom currency. Enable the [Custom] option to type a custom currency
sign.
3. Define the location of the currency sign:
• [Before the amount]
• [After the amount]
4. Configure the allowed number of decimals for the job cost.
5. Click [Save].
Configure the currency settings
186 Chapter 9 - Price and formula editor
PRISMAdirect 1.3.0
Backup and restore
Introduction
It is recommended that you create a backup after each change in the [Price and formula editor].
The backup files are password protected zip files. The backup files are created in the temporary
data folder. See
Define the path for the temporary folder
on page 99
Export and import of the settings
You can import and export the settings of the [Price and formula editor]. Then, you can use the
exported settings to configure another installation of PRISMAdirect. The import and export file
are not machine related.
When you export the settings, all settings will be exported. When you import the settings, all
settings will be imported.
Procedure
1. Click [Price and formula editor] - [Backup and restore].
2. You can export the [Settings] of the [Price and formula editor]. Click the [Export] button.
The exported file is stored in the [Downloads] folder. The exported file does not contain any
machine dependant settings. Therefore, you can import this file on all machines.
Restore
Procedure
1. You can import the [Settings] of the [Price and formula editor]. Click the [Import] button.
The import file does not contain any machine dependant settings. Therefore, you can import this
file on all machines.
2. Browse to the folder where the backup file is located.
3. Click [Open].
All settings of the [Price and formula editor] are being restored.
Backup and restore
Chapter 9 - Price and formula editor 187
PRISMAdirect 1.3.0
Restore
188 Chapter 9 - Price and formula editor
PRISMAdirect 1.3.0
Index
A
About link.............................................................. 124
Accounting.............................................................. 91
Accounting database..............................................91
Accounting reports
Email................................................................. 94
Select.................................................................95
Add additional printer.......................................... 165
Add printer............................................................ 166
Advanced discovery............................................. 162
Alarm..................................................................... 156
Allowed file types................................................. 109
Anonymous access.............................................. 103
Assign to............................................................... 152
Automatic conversion............................................ 72
Automatic document preparation.......................155
Automatic merge....................................................72
Automation template........................................... 155
Avalara.................................................................... 67
B
Backup............................................................. 89, 187
Budget management
Cost center for user........................................133
Cost center for user group............................ 141
Default cost center......................................... 110
Default price approval settings..................... 112
Price approval for user.................................. 134
Price approval for user group....................... 142
C
Category................................................................ 153
Certificate................................................................ 87
Clean-up settings....................................................74
Cluster................................................................... 172
Color strip..............................................................173
Connection to the server........................................85
Constant................................................................ 185
Contact information............................................. 124
Copyright administration.....................................109
Corrupted jobs........................................................ 98
Corrupted orders.................................................... 98
Cost center
Assign to user.................................................133
Assign to user group..................................... 141
Create and manage........................................110
Currency................................................................ 186
Current job number..............................................147
Current order number.......................................... 147
Custom columns for jobs.....................................107
Custom columns for orders.................................107
D
Discount................................................................ 184
E
Email settings......................................................... 52
Email templates.................................................... 157
Excel sheet
PRISMAaccess................................................176
Export folder........................................................... 83
Export service
Pause.................................................................83
Restart...............................................................83
F
Failed jobs............................................................... 71
File hosting providers...................................... 53, 69
File types............................................................... 109
Filter
Order processing............................................149
Web Submission............................................ 108
Finalized orders...................................................... 74
Font settings......................................................... 160
Formula manager
PRISMAaccess................................................176
Formulas
Jobs.................................................................179
Orders............................................................. 179
Shipping..........................................................179
I
Import folder........................................................... 80
Import service
Pause.................................................................80
Restart...............................................................80
Import user groups
LDAP server....................................................139
Index
189
PRISMAdirect 1.3.0
uniFLOW server..............................................139
Imposition layout..................................................174
J
JDD service settings...............................................70
JDF endpoints.........................................................75
JDF mapping file.................................................... 76
JDF service..............................................................75
L
Language
Allow customers to change the web shop
language................................................... 25, 104
Login web shop........................................25, 105
System languages......................................25, 97
Web shop languages............................... 25, 123
LDAP attributes
Map to job ticket items.................................... 44
Map to profile attributes..................................44
LDAP server
Add....................................................................42
Authentication.................................................. 50
Retrieve user data............................................ 50
License
Update automatically.......................................60
License server....................................................... 100
Load balancing..................................................... 172
Login rights........................................................... 129
Logo in ticket.........................................................160
M
Maintenance mode.................................................62
Mapping file............................................................ 76
O
Operators
Manage........................................................... 152
Order history list...................................................106
Order state change............................................... 154
OrderID.................................................................. 146
Overview of warnings.......................................... 146
P
Passwords for customers.................................... 104
Payment
System.............................................................. 54
Payment per web shop........................................ 117
Payment providers........................................... 65, 69
Payment report....................................................... 54
PayPal...................................................................... 65
Pickup address
Default...............................................................55
Web shop........................................................125
Preflight processes........................................... 28, 73
Preflight rules
System............................................................ 150
Web shop........................................................121
Preview variable data document...................31, 148
Price and formula editor...................................... 176
Price approval
Default settings.............................................. 112
User.................................................................134
User group......................................................142
Price estimation settings - default.......................115
Prices for choice items for jobs........................... 177
Prices for choice items for orders....................... 177
Prices for finishing
System............................................................ 177
Web shop........................................................114
Prices for media
System............................................................ 177
Web shop........................................................114
Prices for printing
System............................................................ 177
Web shop........................................................114
Prices for stationery products............................. 177
Print License Monitoring service...........................79
Print Prepare Manager service.............................. 78
Printer cluster........................................................172
Printer configuration............................................ 169
Printer connection................................................ 170
Printer discovery method.................................... 162
Printer discovery tool........................................... 162
Printer general settings........................................167
Printer monitoring................................................ 170
Procedure: Budget management.......................... 32
Procedure: Default price estimation settings....... 37
Procedure: Default quotation settings.................. 38
Procedure: Email workflow....................................29
Procedure: File hosting providers......................... 17
Procedure: Languages........................................... 25
Procedure: Payment workflow.............................. 15
Procedure: Preflight workflow...............................26
Procedure: Prices for media, printing, and
finishing...................................................................36
Procedure: Self-registration workflow..................24
Procedure: Shipping workflow..............................18
Procedure: Tax services workflow........................ 21
Procedure: VDP workflow...................................... 31
Product
Discount.......................................................... 184
Profile mapping...................................................... 44
Profile settings...................................................... 130
Map to job ticket items.................................. 130
Index
190
PRISMAdirect 1.3.0
Q
Quotation settings - default................................. 116
R
Remember user credentials.................................103
Reminder...............................................................156
Remote Service.......................................................60
Remove certificate..................................................87
Reports folder......................................................... 96
Restore.................................................................... 89
S
Search result window.......................................... 163
Secure connections
JDF service....................................................... 75
Select a printer image.......................................... 168
Self-registered users............................................ 131
Self-registration
Activate accounts automatically............. 24, 103
Activate accounts manually.................... 24, 131
Allow......................................................... 24, 103
self-signed certificates........................................... 87
Shipping label.........................................................57
Shipping providers
System.............................................................. 56
Web server........................................................66
Web shop........................................................118
SMTP server............................................................52
Spent budget........................................................ 111
Submission settings.............................................109
T
Tax services............................................................ 67
System.............................................................. 58
Web shop........................................................119
TeamViewer............................................................ 60
Testing formulas...................................................183
Theme
Assign to web shop....................................... 105
Ticket mappings
Document....................................................... 159
Printer driver...................................................158
Trace level
Automatic process settings.............................73
Clean-up settings............................................. 74
Export service...................................................83
Import service...................................................80
JDD service.......................................................70
JDF service....................................................... 75
Order processing workspace........................ 147
Print License Monitoring service.................... 79
Print Prepare Manager service........................78
uniFLOW interface........................................... 59
U
uniFLOW interface..................................................59
User group
Customize web shop settings....................... 136
User roles.............................................................. 144
V
Variable type
Choice............................................................. 180
Variable types....................................................... 180
VDP settings....................................................31, 148
W
Warnings............................................................... 109
Workflow............................................................... 154
Index
191
PRISMAdirect 1.3.0
Index
192
PRISMAdirect 1.3.0
Canon Inc.
www.canon.com
Canon U.S.A., Inc.
www.usa.canon.com
Canon Canada Inc.
www.canon.ca
Canon Europa Inc.
www.canon-europe.com
Canon Latin America Inc.
www.cla.canon.com
Canon Australia PTY. Ltd
www.canon.com.au
Canon China Co., Ltd
www.canon.com.cn
Canon Singapore PTE. Ltd
www.canon.com.sg
Canon Hongkong Co., Ltd
www.canon.com.hk
© CANON INC. & Océ Holding B.V. 2016

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