Displaydata 120-0084 Bounce Ethernet Communicator User Manual Manual 2

ZBD Displays Ltd Bounce Ethernet Communicator Manual 2

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Manual 2

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Bounce Software
Quick Start Guide
Document Number: 550-0004-05
The information disclosed herein is the exclusive property of ZBD Displays Ltd. and is not to
be disclosed without the written consent of ZBD Displays Ltd. No part of this publication
may be reproduced or transmitted in any form or by any means including electronic
storage, reproduction, execution or transmission without the prior written consent of ZBD
Displays Ltd.
This document is intended for limited circulation.
The information contained in this document is subject to change without written notice and
should not be construed as a commitment by ZBD Displays Ltd. unless such commitment is
expressly given in a covering document.
© Copyright ZBD Displays Ltd. (2009)
Document Number: 550-0004-05
Date:
7th October 2009
Minimum system requirements
Processor:
1.2Ghz
Memory:
512 RAM
Free Disk Space:
4GB
Microsoft Windows XP Pro with Service Pack 2
Software Requirements
Windows Installer 3.1
Visual C++ runtime library
SQL Server Express
.NET Framework 2.0
Please note if you do not have these installed, Bounce Architect setup will install them for
you.
Introduction
The bounce software suite is designed to provide a number of software modules and
tools for defining the integration points between the your data and the EPOP. The
software enables the development of image templates for simplifying the design of
ticketing information and provides tools for defining rules that must be applied to the
data feeds in order to ensure that the correct information is displayed on the EPOPs at
the right time. The software also provides a network management layer for controlling
the update of the EPOPs and recording auditing information that can be retrieved
using the reporting module.
The software consists of four core elements:
Product
Description
Architect
This product consists of a Microsoft .Net application that
provides the means to define the data sources for product
information, set up what to do with the data and create a
schedule of when the data should be examined for changes.
Architect also provides tools for defining EPOP product image
templates and for creating Collections of templates that will be
used with the defined data set.
The Policies and Collections that are created within Architect
will then be used by Processor to generate images for the EPOP
displays.
Processor
This product consists of a Microsoft .Net application that runs
continuously on a server and uses the Policies and Collections
defined within Architect to acquire the data when scheduled,
perform the required transformations, determine what data has
changed and render product images for those products whose
data has changed.
Communicate
The product consists of a Microsoft .Net application that runs
continuously on a server and is responsible for transmitting the
appropriate product images to any EPOPs that have been
assigned to the defined products.
Communicate is responsible for providing the underlying
communications structure for deploying a large number of
EPOP display devices.
Previous releases of Bounce Software consisted of only the
Bounce Communicate element.
Manager
This product consists of a set of web pages, written for the
Microsoft ASP.Net web application framework, residing on an
ASP.Net compatible web server. It provides the tools required
to manage a Bounce software installation via a Web interface.
It provides a configuration manager, a report manager and an
EPOP assignment manager.
Overview Diagram
Retail Databases
Policy
Config
Architect
Manager
Processor
Create policies &
templates
Configure,
Assign,
Report
Acquire,
Transform,
Render
Template
Collection
Communicate
Transmit,
Log
API
Bounce Architect
Component
Description
Policy Architect
The Policy component consists of a Microsoft.Net application
for defining the sources of data that will be used in acquiring
the product information for the image generation process.
Data transformations are also created and edited within Policy
Architect. Transformations can be used when the format of
the data in the acquired data sources needs to be changed or
reformatted to represent what will be rendered in the product
image.
Schedules can also be defined within Policy Architect. A
schedule defines when data should be acquired to determine if
any changes have occurred in the data set. Any data changes
result in new images being generated. A schedule can be as
simple as a trigger based on when a data file changes, or a
more complex predefined set of times when the data should
be acquired from a remote database.
Policy Architect provides a means to preview both the
acquired data and the EPOP images that will be created from
the data.
Any policies that are defined within the Policy Architect
application can be saved and imported into Bounce Processor
as a configuration file.
Template Architect
The Template component consists of a Microsoft.Net
application for defining EPOP image templates. A template
defines the information that should be displayed on an EPOP.
It consists of a set of instructions detailing where and how
data fields are rendered within the EPOP image.
Template Architect provides a template Design view alongside
a Preview view. This allows the User to be able to see exactly
how a product image (or set of product images) will be
rendered from the product data set.
Template Architect also allows the user to create a Collection
of templates. This feature ensures that different templates
can be used when rendering the data to handle products that
may be on offer, or in a different product category that
requires its own style. A Template Collection also includes
templates for each of the different EPOP types e.g. EPOP 500
and EPOP 300.
Once a User has completed the design of their Template
Collection it can then be saved and imported into Bounce
Processor as a configuration file.
Saved files can also be used by Policy Architect to preview the
acquired data.
Processor
Component
Description
Processor
Acquire/Transform/Render
This component runs as a Service on any Windows XP
machine and performs the function of acquiring the data
against a schedule of operation as defined in Architect. It
then performs any required transformations and uses
the acquired and transformed data to render a product
image.
For each product in the acquired data set a unique image
will be generated using the specific template style
defined within the data. Product images are created for
each EPOP type included in the Template Collection e.g.
EPOP 500, EPOP 300.
Once an image has been rendered it is then passed to
the Communicate component for transmission to the
EPOPs.
An audit trail is kept of when the data is acquired and
when any product images are created and sent to the
Communicate component.
Communicate
Component
Description
Processor
Communicate
This component also runs as a service on any Windows XP
machine and is responsible for managing the transmission of
any product images delivered via Acquire/Transform/Render
to the appropriate EPOP units assigned to the product.
When Communicate receives a product image update it will
check to see if any EPOPs have been assigned to the product
and then select the appropriate image for the specific EPOP
type and queue it for transmission e.g. if a product has both
an EPOP 500 and an EPOP 300 assigned, then Communicate
selects the EPOP 500 image for transmission to the EPOP 500
and the EPOP 300 image for transmission to the EPOP 300.
Communicate manages the RF communications layer and will
ensure transmissions are re-tried if failures occur due to RF
noise etc.
An audit trail is kept of all EPOP communications, retries and
failures.
Manager
Component
Description
Configuration
Manager
The Configuration component consists of a web application
that enables Users to remotely configure and control the
Bounce Processor product.
Users are able to update the Policy rules and Template
Collections.
Assignment Manager
The Assignment component consists of a Windows .Net
application for assigning EPOP units to products defined within
Bounce.
This application supports the use of barcode readers to
simplify the EPOP assignment process. A User can simply scan
the barcode of a product and the EPOP serial number label
and then Assignment Manager will send a request to Bounce
Communicate to set up an assignment between the product
and the EPOP. This will result in the EPOP being updated with
the latest product image for the selected product.
Other variants of this component can be created for Windows
Mobile PC or other handheld applications.
Report Manager
The Report component provides a web based application that
enables the User to generate reports detailing when products,
EPOPs etc. have been updated.
Reports can also be generated of failed transmissions.
Workflow
The following diagram shows an overview of the workflow required to integrate a
bounce system into a retail environment.
There are 7 steps to complete a full integration. These are:
1. Use Policy Architect to set the data sources and define the Template Fields that
will be used in creating the product images. Template Fields are derived either
directly from the Product Data Fields in the imported data sources or from
transformations on the Product Data Fields.
2. Use Template Architect to create a Collection of image templates for each EPOP
type and for each offer type using the Template Fields defined in step 1
Steps 1 & 2 often become an iterative process as the templates are developed.
3. Use Policy Architect to define the scheduling policies that determine when the
data will be acquired from the defined data sources and when the images will
be transmitted to the EPOP devices.
4. Acquire the Data Values according to the transformation and policy rules
defined in steps 1 & 3.
5. Render the product images using the Data Values acquired in step 4 and the
Template Collection defined in step 2.
6. Update the EPOP devices according to the scheduling rules defined in step 3.
7. Use Reporter to view the update statistics.
The following guide details how to install the Bounce Architect, Processor and Manager
elements of the Bounce software suite (see Bounce Communicate Installation Guide for how
to install and use Bounce Communicate element).
It also details how to create an Architect Policy and Template configuration files and how to
load these onto a PC running Processor, Communicate and Manager
Bounce Architect Installation Guide
Insert the Bounce Architect software CD into your CD-ROM drive. The install setup.exe
should auto start. If it doesn’t, Click on Start> Run and type D:SETUP.EXE. Replace the D:
with the appropriate drive letter for your CD-ROM if it is not D.
Once the installer starts you will get the following screen. Click Yes to accept
Click Accept to install .NET Framework 2.0, you will only receive this message if .NET
Framework 2.0 has not been previously installed on your machine.
Click Accept to install Windows Installer 3.1, if not already installed. You will also be
prompted for a system reboot. After the reboot the installation will continue.
Click Install, this will install Visual C++ Runtime Libraries and SQLProcessor Instance
The following Bounce Architect Setup Wizard will start. Click Next
It is recommended you use the default location, leave as is and click Next
Click Next to confirm your installation
To complete the installation click Close
This now successfully completes the installation of Bounce Architect. The following section
demonstrates, how to create a policy and a template collection for use with Communicate
and Processor.
Policy Architect
Template fields are created using Policy Architect. Definition of the template fields
begins by determining all the different data sources that will be used to create them
and registering these with the Policy Architect application. A data source can take any
form of data, it may consist of a simple comma separated value file, an Excel
spreadsheet, an Access database or more complex transactional databases such as
Oracle or Microsoft SQL Server.
To start the application Policy Architect, double click the icon on your desktop
or
go to Start > All Programs > ZBD Displays > Bounce Architect > Policy Architect and
the following Main Screen is displayed as below.
Validate Configuration
Import Configuration
Template Architect
Export Configuration
Clear Policy
Configuration
Scheduling
Data
Preview
Open
Template
Collection
Add
DataSource
Policy
Configuration
Transformations
Page 1 Image Preview
Template Collection
Page 2 Image Preview
The first step in creating a policy is to create a connection to your data source, in the
example below you will use the sample .csv data file which is provided on the CD –
D:\Sample Data
Adding a Data Source
Right click DataSources and select Add DataSource
In the following screen below, you will add the name of your Data Source and select
the connection method to your data.
In our example we have used a .csv file, select file and click Next.
The .csv file is available on the CD-ROM – D:\Sample Data You may also have
downloaded it from the FTP site, the example data can be found in the folder
Sampledata.zip
To test the data source connection, click the Test and the following connected
successfully screen below appears, click OK, this validates the file location is valid and
readable.
Click OK again, and now you have successfully added your data source connection.
Once the data sources have been registered you will need to define the data tables
and the Product data fields that contain the relevant product information to be used in
creating the product image.
In a situation where there are multiple sources, each of the data tables registered to
Policy Architect need to be linked to at least one other table to enable Policy Architect
to determine how to retrieve the correct data values to make a consistent data set.
Normally each of the data source tables would be linked via the product ID as this is a
unique identifier that would be consistent across multiple data sets. In our example,
for illustration purposes, we have used a .csv file, so there is only one table.
Adding a Table
The next step in the process is to link the table within your data source by right
clicking on the Data source name and select add table, as below
Now, you will select the Name and Keyfield, as show below, the Keyfield is the unique
identifier, and the Name is the table name. In our example it’s the file name, because
you are importing from a .csv file.
You can preview your data source data by clicking Preview, the data will be previewed
as shown below, then click OK.
Once you have registered all the data sources and linked the tables you can
concentrate on determining what fields should be retrieved from the tables in order to
define the Template Collection fields.
Template Collection fields are a selection of any fields you wish to make available from
your data source for use in generating your images using Template Architect.
Adding Template Collection Fields
Next you need to add your template collection field. Right click on the selected field
name from the imported table you wish to add to Template and Click Add
In our example we have chosen to add the following field names.
EAN Code
Long Description
Manufacturer
Model
Price
Product
ProductID
PromoPrice
Short Description
It is recommended you use the above field names.
The added field names will also move to the Template Collection Field, as shown
below.
Now within the template collection fields you need to set the ProductID field, in our
example we are using the ProductID. Right click, go to Assign To and select ProductID,
as shown below. This allows Bounce Communicate to Identify the ProductID
Click the import button, to preview your selected template collection fields in Policy
Architect.
A special Template Collection field called [Template] must be defined. This field
contains the name of a Template Architect template that will be used when creating
the product image. Using Policy Architect we are able to create new template fields by
applying transformations to the Product data fields e.g. we can create a new template
collection field called [UnitPrice] that is calculated from the data source by taking the
[Price] and dividing it by the [UnitWeight].
In our example we are going to create two [Template] fields which are populated with
‘Standard’ & ‘Promo’, using transformations.
Transformations
Transformations allow you to manipulate existing fields or create new constant fields.
This consist of standard SQL statements and can include any of the Template
Collection Fields previously added. The SQL statement can be made up of anything
that is valid in the Select Clause.
Creating a Transformation
To create a transformation right click transformation and select New Transformation,
the follow screen below appears.
Enter an appropriate name for the transformation field, in your example you have
chosen Standard.
You are going to create a constant, with the value of Standard. As shown below.
Click the Preview button to see the results of your created transformation. Click Ok to
finish creating the transformation.
Now you are going to create a second template field for the promotional data. Repeat
the above steps, creating a transformation using the transformation name as Promo,
and creating a constant value of Promo, as shown below.
The created transformations will also be added to your template collection field set, as
shown below
You also need to assign the transformation template fields created. This is so that
Policy Architect can determine which template name to use.
Right click on field name Standard in the template collection fields and go to Assign To
and select Page 1 Template, as below.
Repeat the above assign task for the second template field name Promo to Page 2
Template, as shown below.
You have now successfully created two transformations, one allowing you to create a
standard image template and the other a promotional template.
Now you are ready to design your Template images using Template Architect.
Template Architect
Template Architect provides a graphical user interface with a template design view
alongside a preview view. This allows you to be able to see exactly how a product
image (or a set of product images) will be rendered from the product data set.
Using the GUI you can select a Template field and define the area on the EPOP display
that the values contained in the template field should be rendered. A selection of field
attributes is also available so that you can apply different fonts, font styles, font sizes
etc. The template field object can be inverted to displays white on black or the object
can be set to auto fit within a bounding rectangle defined by the user.
Template Architect also allows you to create a collection of templates. This feature
ensures that different templates can be used when rendering the data to handle
products that may be on offer, or in a different product category that requires its own
style. A template collection also includes templates for each of the different EPOP
types e.g. EPOP 50, EPOP 300 and EPOP 500.
To define your template collection you will need to start Template Architect, this can
, the
be started within Policy Architect, by clicking the Template Architect icon
following screen below will appear, click OK to start a new template collection design.
Save the file with a unique name, for our example we have chosen Sample
Template Architect main screen and icons
Send Image to EPOP
Change Background Image
Design Window
Icon Library
Add Graphic
New Template
Delayed Rendering
Add Text Box
Add Price Object
Add Barcode
Imported Data Fields
Object Properties
Preview Window
To create a new template, click the new template icon
Add new Template
You are going to create an image Template for EPOP 500 in landscape layout, with
template name Standard, this is the name you used previously when creating your
transformation, click OK.
The screen below shows your data imported top left corner, from Policy Architect.
Now you are ready to start to design your image template.
Select the appropriate fields from the imported data, drag and drop onto the Design
window, by holding down your mouse and moving the pointer to the design window
and then releasing the mouse button. The data will be shown on the preview window,
as shown below.
It is recommended you add the objects in the design view as above.
To create our second template, for our promotional data, go to the following drop
down as shown below and select New.
Enter the details as below, making sure you select Clone Template Standard. This
allows you to create a clone image of the first template created ‘Standard’. This
simplifies the task of creating another template if only minimum set of modifications
are required.
Reposition an object box
Select the text object using left mouse and holding down move the text object to the
desired position in the Design window or by selecting the object and using the arrow
cursor keys to move the object.
Resize an Object box
To resize move the mouse cursor to the object border until mouse cursor changes
now you can resize by moving the border line.
Edit an Object box
Right click on selected object and go to properties
Advance Object properties, are available on selected object Properties screen.
Types of Objects
Text Box
Insert a text box
1.
2.
3.
In the toolbar, click the text icon
Create a text frame, drag the pointer diagonally to the size you want on the
design window.
The following text properties box will appear
Static Text
To create static text on your template, enter the text into the text box.
Data Text
To create data text from your data source file, select the field name from the drop
down list and click Add
AutoSize
When autosize is enabled the font size of the text will be adjusted to ensure all of the
text can be displayed within the bounding rectangle of the text object. By default the
Autosize function is enabled, note that the defaulted minimum font size is set to a
value that ensures the text will be rendered legibly on an EPOP.
Turn off Autosize
1. Right click on your selected object and go to properties, uncheck the Auto Size
check box, by default auto size is the on
Price Object
Indicates which field determines the price of the product, right click on the Price
Object and go to properties, the following box will appear. This allows you to change
the Major and Minor Symbols, it also allows you to change the font size of both
symbols.
List Object
A List object consists of multiple Text objects and Price objects into one bounded
rectangle group. This simplifies manipulating them. A list object can be selected,
moved, resized and edited as one object or individually. List objects can be bounded
horizontally or vertically. Below the properties box of list objects allows you to set
various settings, by right clicking the list object and selecting properties.
Once you have completed you template design, you need to save it. From the Menu bar
select File > Save Collection.
Now you need to go back to Policy Architect and click Import to view the template changes
you have made.
Now you have successfully added a data source and selected Template collection fields to
create a template design standard and promo for you EPOP’s.
To view your data with the template design imported in to Policy Architect. Scroll through
your records using the up and down arrow in the data preview window. The new image with
the selected product will be displayed within the Image preview window, this allows you to
validate the image.
Scheduling
The final step is to define the schedule in which the data source should be read and
processed.
In our example, we are going to create a schedule that will run our standard template
image with a our promotional Image displayed between the hours of 4pm and 6pm of
each day.
To set the schedule, click the schedule icon in Policy Architect
screen below will appear.
, and the following
A new policy configuration is created with a default schedule. In our example we want
to use a more complex schedule. Delete the default schedule by selecting it and
clicking on the “Remove” button
Click Add, to open the schedule creation window, as shown below.
Schedule 1 Setting
Schedule > Select All
This determines we wish the schedule to run daily, on all the selected days.
Action> DownloadAndUpdate
This downloads and updates the EPOP with new image, and also monitors for
any change to the data source and will update the EPOP with the new image
Page > 1
This will only update page 1 with the new image, any changes to the page 2
image will also be downloaded to the EPOP, but not displayed.
Schedule Type > Recurring > Period
Start 00:00
Finish15:59
This is the time the schedule will run between
Interval > 00:00:30
This will run every 30 seconds to check datasource for any changes
Schedule 2 Setting
Schedule > Select All
This determines we wish the schedule to run daily, on all the selected days.
Action> Update
This will update the EPOP with new image
Page > 2
This will update only page 2 with the new image, (if you can remember we
set our template field in policy architect Promo > Page 2 template)
Schedule Type > One Off> 16:00
This will run at 16:00
Schedule 3 Setting
Schedule > Select All
This determines we wish the schedule to run daily, on all the selected days.
Action> DownloadAndUpdate
This downloads and updates the EPOP with new image, and also monitors for
any change to the data source and will update the EPOP with the new image
Page > 2
This will only update page 2 with the new image, any changes to the page 1
image will also be downloaded to the EPOP, but not displayed.
Schedule Type > Recurring > Period
Start 16:01
Finish17:59
This is the time the schedule will run between
Interval > 00:00:30
This will run every 30 seconds to check datasource for any changes
Schedule 4 Setting
Schedule > Select All
This determines we wish the schedule to run daily, on all the selected days.
Action> Update
This will update the EPOP with new image
Page > 1
This will update only page 1 with the new image, (if you can remember we
set our template field in policy architect Promo > Page 2 template
Schedule Type > One Off> 18:00
This will run at 18:00
Schedule 5 Setting
Schedule > Select All
This determines we wish the schedule to run daily, on all the selected days.
Action> DownloadAndUpdate
This downloads and updates the EPOP with new image, and also monitors for
any change to the data source and will update the EPOP with the new image
Page > 1
This will only update page 1 with the new image
Schedule Type > Recurring > Period
Start 18:01
Finish 23:59
This is the time the schedule will run between
Interval > 00:00:30
This will run every 30 seconds to check datasource for any changes
It is recommended to use the above settings.
Your completed schedule should look as shown below.
Now click OK to save the schedule.
Congratulations, you have completed the configuration phase of the Bounce Software.
To use the configuration files with Bounce Processor and Bounce Communicate, you will
need to export and save your Policy and Template Architect configuration files, which will be
uploaded via Bounce Manager
To export your configuration file, click on the export icon
file.
in Policy Architect and save
The Template Architect configuration file you have already saved, when creating the New
template collection, but you will need to re-save any changes made, by selecting File >
Save Collection in Template Architect, as show below.
The following sections detail how to install Bounce Processor and Bounce Manager on a PC
running the Bounce Communicate software (see Bounce Communicate Installation Guide).
In each location that has EPOPs deployed a PC must be set up to manage the network of
EPOPs and perform the communication functions. This PC will also be required to run
Bounce Processor to monitor the data fields specified in Policy Architect and render the
images specified in Template Architect. Bounce Manager is also required to Manage the PC
Configuration
The following section assumes that the user has already installed and set up Bounce
Communicate on a PC as documented in the Bounce Communicate installation guide.
Bounce Processor Installation Guide
To start the installation of Bounce Processor, run BounceProcessorSetup, click Yes on
the following screen below to continue installation process.
The following setup wizard will start, click Next
It is recommended you use the default location, leave as is and click Next
Click Next to confirm your installation
To complete the installation of Bounce Processor click Close
Your installation of Bounce Processor is now completed. A new windows service has
now been installed. Before Bounce Processor will process any of your data sources you
will need to upload your Policy configuration and Template collection files. To do this,
you will need to install Bounce Manager.
Bounce Manager Installation Guide
To start the installation of Bounce Manager, run BounceManagerSetup. The following
Bounce Manager Setup wizard will start, Click Next to continue the installation.
It is recommended you use the default web site, leave as is and click Next.
Click Next to confirm your installation
To complete the installation click Close
Your installation of Bounce Manager is complete. The Bounce Manager web pages
have now been installed and can be accessed via the following URL http://localhost
To load the Policy and Template Architect configuration files, you will need to run
Bounce Manager, and select configuration update, as shown below
Click the browse button under Policy Config and locate your saved Policy Architect
configuration file with extension .zpa, you need to do the same for the Template
Architect collection file with extension .zta. Finally click the Load Configuration button.
You will receive the following status message as shown below.
Congratulations you have successfully loaded your Policy and Template Architect files
which will be used with Bounce Processor and Bounce Communicate.
Bounce Processor will now perform the function of acquiring the data against the
schedule of operations as defined in Policy Architect, then performs any required
transformations and uses the acquired and transformed data to render a product
image. For each product in the acquired data set a unique image will be generated
using the specified template style designed in Template Architect.
Custom Images
Custom images are a set of system images, which are updated to the EPOP when
specific operations are performed.
The following system images
Configured - Image used to when the EPOP is initially added to the system
No Image Available – Image used when the EPOP has no other image
Unassigned – Image used when the EPOP is unassigned
Bounce Manager allows you to change the system images, this is useful if you require
to add you own personalised images.
Assignment Manager
Assignment Manager, allows you to add/assign and delete your EPOPs to products
To add/assign EPOPs enter your EPOP serial number and click the Enter button, then
follow by entering you Product ID and click Enter.
To delete EPOP from the system, enter your EPOP number and click Enter and type
‘DELETE’ (must be entered in uppercase) and click Enter, this will now delete the EPOP
from you system
Alerts
The Alerts page shows you useful system information, such as database size,
communicator attached, and any system errors. Alerts are classified as informational,
warning and critical.
Report manager
Report manager gives you a system summary overview and also has a set for
generated reports detailing when Products and EPOPs have been updated, it also
includes failed transmission reports.
Failure Report
The shows you the EPOPs which failed last product update
Product Information
A report generated giving you details of products currently on your system
Product History
A detailed history report of products activity on your system
EPOP History
A detailed history report of EPOP activity on your system
Weekly Updates
A weekly report generated for number of updates, sorted by product.
Processor Audit
Processor report which shows you the activity preformed by Bounce Processor of the
schedule created in Policy Architect
Update Queue
Shows what is currently queued in Bounce Communicate

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