User guide PRISMAdirect Order processing
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Trademarks "Océ" and "PRISMA" are trademarks or registered trademarks of Océ. Adobe®, Acrobat®, Reader® and Distiller® are registered trademarks of Adobe® Systems Incorporated. Portions copyright © 2011 Enfocus BVBA; all rights reserved. PostScript® 3™ is a registered trademark of Adobe® Systems Incorporated.
Software version This documentation describes the functionality of PRISMAdirect v1.2.
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. You can use the User Principal Name notation: user@domain. For example, there are LDAP servers in "domain1" and in "domain2". Login with: user. The search for "user" starts in the LDAP server in "domain1".
Contents Contents Chapter 1 Introduction.......................................................................................................................11 Introduction.....................................................................................................................................................12 Icons................................................................................................................................................................ 13 The toolbar.....
Contents The files of the job..........................................................................................................................................59 Change the files of the job...................................................................................................................... 59 Add a file to a job...............................................................................................................................59 Move file up or down.......................
Contents Colour settings.................................................................................................................................112 Define the Finishing settings.................................................................................................................117 Define the Delivery settings.................................................................................................................. 119 Define the Accounting settings...............................
Contents 10 PRISMAdirect v1.
Chapter 1 Introduction
Introduction Introduction Introduction Customers submit orders to the print shop. An order can contain one or more jobs. A job can contain one or more files. The operator processes the orders using the [Order processing] application. Two different views are available to the operator: the [Order view] and the [Job view]. • You can manage and process the orders in the order view. The order view displays the list of orders on the left.
Icons Icons Introduction The first column of the print jobs list contains icons that indicate the job status. Up to 4 icons can be displayed for a job: [Locked], [Page programmed], [Printed] and [Ready]. Icons Job icons Icon Functional name Description [New] This is a new job. [Page programmed] This job contains page program settings. NOTE This can also be a new job which is already page programmed. PRISMAdirect v1.2 [Stationery] This job is a job of type [Stationery].
The toolbar The toolbar Introduction The customizable toolbar allows you to add, move and remove buttons. Do the following steps to customise the toolbar: • Click [Tools] - [Customize toolbar]. Or right-click the toolbar and select the [Customize toolbar] option. • You will get a window showing all the buttons that you can add to your toolbar. • Drag and drop the button to and from the toolbar to change your toolbar. • In the view option you can select different sizes and layouts for the buttons.
The toolbar Button Description [Copy job] Make a copy of the selected job. [Automation templates] Apply an automation template to the selected job. [Revert to original] Undo the changes you have made to the selected job. PRISMAdirect v1.
The order and job states The order and job states The state of an order depends on the state of its jobs and the current step in the workflow. Each order can contain one or more jobs. Each job can be in a different job state. The order state is equal to the lowest job state.
Chapter 2 Order view
Sort the orders Sort the orders Introduction You can sort the orders in the order view. You can use the sorting mechanism to group the orders based on the same ticket item. For example, you can sort on [Order is paid] to group all orders which are paid. Procedure 1. Right-click the column header and select the ticket item that you want to use to sort the orders. The selected ticket item becomes the column header. Select option [Edit options] when the ticket item that you want to use is not available.
Display the order information Display the order information Introduction You can configure which order information is displayed for each order. You can make the most important information of the orders available to you 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. Procedure 1. Right-click the column header and select the [Edit options] option. 2.
Manage the orders Manage the orders Create a new order Introduction On behalf of a customer, you can create a new order. The order and its jobs are created with [Communication state] = [New]. Procedure 1. Click [New order]. 2. When you create a new job from the [Order processing]: NOTE You cannot select a server or customer when you create a new job from Microsoft Outlook. 3. 4. 5. 6. 20 1. Select a server. You can select: • The local PRISMAdirect database.
Create an order from Microsoft Outlook Create an order from Microsoft Outlook Introduction The customer can create an email and attach one or more files to it. In the email, the customer can define the order. For example: 20 copies, booklet, and send a proof PDF before production starts. The customer sends the email to the print room. You can create an order in Microsoft Outlook with button [Create order from email].
Create an order from Microsoft Outlook 6. Click [Add job]. The right-hand pane displays the products that are available to the operator. 7. Select a product to create the job. The job details dialog appears. 8. Define the values for the available job ticket items. Section [Job details] contains the output settings. The output settings determine how the job is produced. Use the information from the email to fill in the output settings. For example, you can define the required media, copies, etc. 9.
Add a job to an order Add a job to an order Introduction On behalf of a customer, you can add one or more jobs to an order as long as: • The customer has not paid the order. • The operator has not accepted the order. NOTE You can create a new job from Microsoft Outlook. To add a new job to an order, do the following steps: 1. Select the order. 2. Select a product to create the job. 3. Select the files for the job. 4. Define the values for the job ticket.
Select the content for a "Business cards" type project Type of file Actions [Add digital file] A dialog appears that allows you to select the file(s) that you want to use. Browse to the file(s) and click [Open]. The file(s) are added to your job. You can also drag and drop files into the [Files] area. The file types that can be added by the user are configured by the System Administrator. For each allowed file type, an application must be available to the operator that can open the file type.
Select the content for a "Business cards" type project For example: [Business cards per set] = 10 and [Sets per row] = 10. Now, 100 business cards are printed for each row of the data source. NOTE The system administrator defines if you can select a data source or if you must provide manual input for the product. Procedure 1. Select a product of type "Business cards". The system administrator has selected a [VDP document] for "Business cards" type products. However, you can use your own VDP document. 1.
Select the content for a variable data document Select the content for a variable data document Introduction You have selected a product of type "Variable data document". You have to select a [VDP document]. You have to select a data source or you have to provide manual input for the product. The variable data from the data source or the manual input is applied to the VDP document to create the variable data document.
Select the content for a variable data document Variable data Actions [Manual input] 1. The dialog displays the required structure for the VDP document. The user can enter the variable data manually for each field instead of using a data source. The user can enter one value for each field. 2. The manual input is applied to the VDP document. 4. You have to select a zip file containing images when the [VDP document] contains image frames. Variable data Actions Select the zip file 1.
Define the values for the job ticket Define the values for the job ticket Introduction You can define the values for the available job ticket items. The job ticket contains the output settings, the number of copies, etc. Procedure 1. Define the values for the available job ticket items. Section [Job details] contains the output settings. The output settings determine how the job is produced. For example, you can define the required media, copies, etc.
Submit the new job Submit the new job Procedure 1. Click [Submit] in the selected order to create the new job. The job is added to the order with [Communication state] = [New]. PRISMAdirect v1.
Copy a job in an order Copy a job in an order Introduction On behalf of a customer, you can add one or more jobs to an order as long as: • The customer has not paid the order. • The operator has not accepted the order. Procedure 1. Select the order. The list of jobs that belong to the order and the order ticket items become available. 2. Click the [Copy job] icon. The icon appears when you hover the mouse pointer over the job. The job is copied and added to the order with [Communication state] = [New].
Edit a job in an order Edit a job in an order Introduction You can edit one or more jobs in an order on behalf of a customer, as long as: • The customer has not paid the order. • The operator has not accepted the order. Procedure 1. Select the order. The list of jobs that belong to the order and the order ticket items become available. 2. Select the job that you want to edit. The right-hand pane displays the files of the job and the job ticket. 3.
Delete a job from an order Delete a job from an order Introduction On behalf of a customer, you can delete one or more jobs from an order as long as: • The customer has not paid the order. • The operator has not accepted the order. • The order contains two or more jobs. Procedure 1. Select the order. The list of jobs that belong to the order and the order ticket items become available. 2. Click the [Delete] icon. The icon appears when you hover the mouse pointer over the job. 3.
Apply an automation template Apply an automation template Introduction If PRISMAprepare is installed on the server, the PRISMAprepare automation templates are available in the application. Automation templates are applied to jobs automatically when the [Enable automatic document preparation] option is enabled in workspace [Configuration]. 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.
Copy an order Copy an order Introduction On behalf of a customer, you can copy an order as long as: • The order and its jobs are not in state [Failed]. Procedure 1. Select the order. The list of jobs that belong to the order and the order ticket items become available. 2. Click the [Copy order] icon in the top right corner of the selected order. The order and its jobs are copied and added to the list of orders. The order and its jobs are created with [Communication state] = [New].
Delete an order Delete an order Introduction On behalf of a customer, you can delete an order as long as: • The customer has not paid the order. • The operator has not accepted the order. Procedure 1. Select the order. The list of jobs that belong to the order and the order ticket items become available. 2. Click the [Delete] icon in the top right corner of the selected order. 3. Confirm that you want to delete the order. The order is removed from the list of orders. PRISMAdirect v1.
Edit the order ticket Edit the order ticket Introduction Ticket items are available at order level and at job level. At order level, the items define the commercial information. For example the order name, the delivery address, the billing information, etc. At job level, the items contain the requested settings and any remarks of the customer. A ticket item can be used at order level or at job level, but not at both levels. The customer defines order ticket items before submitting the order.
Manage the workflow of an order Manage the workflow of an order Introduction The workflow section offers an overview of the current status of an order and the remaining steps to complete the order. An order can contain one or more jobs. Each job in an order can have a different [Communication state]. The [Communication state] of the order is equal to the lowest job state. The steps of the workflow are defined by buttons in the order details. Click a button to force the next step to completion of the order.
Request for change 5. Wait until the customer has changed the order. The customer can also request that you make certain changes to the order. It is recommended that you wait until the customer has changed the order. Optionally, you can click the [OK] button in the [I do not wait for the response of the customer.] message. Then, you can continue with the next step of the workflow. The [Communication state] of the order and the job that are changed becomes [Job is changed].
Send quotation Send quotation Introduction When the customer has requested a calculation of the order cost, you must send a quotation to the customer. The customer can accept or reject the quotation. In the [PRISMAaccess Administration] a maximum cost per order can be defined for each customer. When the calculated cost exceeds the maximum cost, a [Approver] must approve or reject the cost after the customer has accepted the cost. Procedure 1. Select the order to calculate the order cost.
The quotation is rejected 10. The job cost approver has accepted the order cost. The message [Accept the price on behalf of the approver.] disappears. The [Communication state] of the order becomes [Quotation accepted].The order is marked with color: . 11. Continue with the next step in the workflow. The quotation is rejected Introduction When the customer has requested a calculation of the order cost, you must send a quotation to the customer. The customer can accept or reject the quotation.
Accept Accept Introduction A customer has submitted an order. You can accept an order when: • The order contains all required files. • All files can be used by the operator. • The order ticket and the job ticket are correctly filled in. • If required, the customer has paid the order. When you accept the order, the order and its jobs cannot be changed or cancelled anymore by the customer. Procedure 1. Check if the order is correct. 2. Click button [Accept] if the order can be printed.
Send proof PDF Send proof PDF Introduction The application converts any non-PDF files to PDF. When all files are PDF files, the files can be merged into a single document per job. When the customer has requested a proof PDF, you must send a proof PDF of the merged document to the customer. The customer can check the proof PDF for correctness. If the merged document is correct, the customer accepts the proof PDF.
Send proof PDF The message [I do not wait for the response of the customer.] disappears. 7. Print the job. 8. Continue with the next step in the workflow: Mark as ready on page 44 PRISMAdirect v1.
Mark as ready Mark as ready Introduction A customer has submitted an order. An order can contain one or more jobs. A job can contain one or more files. When you have printed the job, you can mark the job as ready. Procedure 1. Print the job. 2. Click the [Mark as ready] button. The [Mark as ready:] dialog box appears. 3. Select which jobs you want to mark as ready and click OK. The [Communication state] of the order and the selected jobs becomes [Ready]. The order and its jobs are marked with colour: .
Dispatch Dispatch Introduction Each job marked as ready can be dispatched. Procedure 1. Click the [Dispatch] button. The [Dispatch:] dialog box appears. 2. Select which jobs are dispatched and click OK. The [Communication state] of the dispatched jobs becomes [Dispatched]. The dispatched jobs are marked with colour: . When all jobs of an order are dispatched, then the order state also becomes [Dispatched]. 3. Continue with the next step in the workflow when the order state is [Dispatched].
Finalize Finalize Introduction A customer has submitted an order. An order can contain one or more jobs. When the order and its files are printed and dispatched, you can finalise the order. When you finalize the order, the accounting information is collected. NOTE The system administrator determines whether the accounting is enabled. When an order is finalized, you can only [Save] and [Copy] the order. The customer can enable the [Archive] option in the job ticket.
Change to a previous state Change to a previous state Introduction When part of an order has not printed successfully or has not been handled correctly, you may want to process the order again. Procedure 1. Select an order. 2. Click the step in the workflow which you want to execute again. NOTE You cannot change the order state when the [Communication state] is [Dispatched] or [Finalized]. PRISMAdirect v1.
Filter orders Filter orders Introduction You can apply filters to the list of orders. Only those orders are shown that match the criteria of the filter. To show all orders again, do: Procedure 1. Click the drop-down list in the footer of the list of orders. 2. Select the [Show all orders] option. Any applied filters are removed. All orders are displayed. Select a predefined filter NOTE The system administrator determines whether the predefined filters are available to you. Procedure 1.
Select a custom filter Select a custom filter The system administrator can create and assign custom filters to you. NOTE The system administrator determines whether you are allowed to create custom filters. Procedure 1. Click the drop-down list of the filters in the footer of the list of orders. The drop-down list contains an icon of a funnel. 2. Select a custom filter. The custom filters can be found below the [Save filter as...] option and above the predefined filter [Order state]. PRISMAdirect v1.
View the order history View the order history Introduction The order history displays the history of a selected order. Procedure 1. Select an order. 2. Click the link [Show history]. A dialog opens that shows the history of the selected order. • Click any column header to apply ascending sorting or descending sorting. • Click the [Refresh] button to refresh the order history. 3. Click OK to close the dialog. 50 Chapter 2 - Order view PRISMAdirect v1.
Chapter 3 Job view
Configure the columns Configure the columns Introduction You can configure which columns are available in the job view. You can make the most important information of the jobs available to you in one view. You can select any ticket item as column header. The job ticket of a print job often contains a subset of all available ticket items. You can select an item that is not visible in the job ticket of a print job.
Sort the jobs Sort the jobs Introduction You can sort the jobs in the job view. You can use the sorting mechanism to group the jobs based on the same ticket item. For example, you can sort on [Communication state] = [Accepted] to group all jobs that can be printed. Procedure 1. Click the column header to apply ascending sorting or descending sorting. You can use any column header to sort the jobs. PRISMAdirect v1.
Assign a job to an operator Assign a job to an operator Introduction You can assign jobs to an operator. In this way, you can divide the work between several operators. By default, the [Assign to] list contains all operators defined by the system administrator. Procedure 1. Select a job. 2. Click option [Assign to] in the job details. A drop-down list appears. 3. Select an operator. The job is assigned to the selected operator. 54 Chapter 3 - Job view PRISMAdirect v1.
Assign a job to a category Assign a job to a category Introduction You can assign jobs to predefined categories and to custom categories. The predefined categories are: • [New jobs] • [Ready jobs] • [Finalized jobs] Procedure 1. Select a job. 2. Click option [Category:] in the job details. A drop-down list appears. 3. Select a [category]. The job is assigned to the selected category. PRISMAdirect v1.
Preview the job Preview the job Introduction A small preview of the job is available in the job details dialog. When a job contains more than one file, the merged document is displayed. The order of the files determines how the files are merged. The preview cannot display all options. For example, tab media cannot be displayed.
View the files or the merged document View the files or the merged document Introduction An order can contain one or more jobs. A job can contain one or more files. You can view the files and the merged document of a job. The merged document is the PDF file in the top of section [Files]. The files of the merged document are indented. You must enable pop ups for the Web Submission site to view the files or the merged document. Procedure 1. Click the job. The job ticket and the files of the job are shown.
Save the files or the merged document Save the files or the merged document Introduction You can save the files or the merged document to disk. NOTE If you want to save the complete print job (PDF file and job ticket), use the [Export job] option. Procedure 1. Select a job. The files of the job are shown. 2. You can save the files or the merged document to disk. • Click the [Save] icon to save the merged document. The icon appears when you hover the mouse pointer over the merged document.
The files of the job The files of the job Change the files of the job Introduction The system administrator can enable the [Allow the operator to change the files of jobs] option in the System Administration. Enabling this option allows the operator to change the files of jobs in the job details of the selected job. When this option is enabled, the operator can: • Add files to a job. • A product can contain a fixed document. The operator can remove the fixed document and can add other files to the job.
Select the content for "Business cards" product types Type of file Actions [Add digital file] A dialog appears that allows you to select the file(s) that you want to use. Browse to the file(s) and click [Open]. The file(s) are added to your job. You can also drag and drop files into the [Files] area. The file types that can be added by the user are configured by the System Administrator. For each allowed file type, an application must be available to the operator that can open the file type.
Select the content for "Business cards" product types For example: [Business cards per set] = 10 and [Sets per row] = 10. Now, 100 business cards are printed for each row of the data source. NOTE The system administrator defines if you can select a data source or if you must provide manual input for the product. Procedure 1. Select a product of type "Business cards". The system administrator has selected a [VDP document] for "Business cards" type products. However, you can use your own VDP document. 1.
Select the content for a variable data document Select the content for a variable data document Introduction You have selected a product of type "Variable data document". You have to select a [VDP document]. You have to select a data source or you have to provide manual input for the product. The variable data from the data source or the manual input is applied to the VDP document to create the variable data document.
Select the content for a variable data document Variable data Actions [Manual input] 1. The dialog displays the required structure for the VDP document. The user can enter the variable data manually for each field instead of using a data source. The user can enter one value for each field. 2. The manual input is applied to the VDP document. 4. You have to select a zip file containing images when the [VDP document] contains image frames. Variable data Actions Select the zip file 1.
Move file up or down Move file up or down Introduction The customer defines the order of the files in the Web Submission. However, the operator can change the order of the files. This order is reflected in the merged document. Procedure 1. Select a job. The files of the job are shown. 2. Select a file. 3. Drag the file up or down. 64 Chapter 3 - Job view PRISMAdirect v1.
Delete a file from a job Delete a file from a job Introduction A job is always part of an order. On behalf of a customer, you can delete one or more files from a job as long as: • The customer has not paid the order. • The operator has not accepted the order. • The job contains more than one file. Procedure 1. Select a job. The files of the job are shown. 2. Click the [Delete file] icon. The icon appears when you hover the mouse pointer over the file. A job must contain at least one file.
Replace a file in a job Replace a file in a job Introduction A job is always part of an order. On behalf of a customer, you can replace one or more files in a job as long as: • The customer has not paid the order. • The operator has not accepted the order. Procedure 1. Select a job. The files of the job are shown. 2. Click the [Replace] icon. The icon appears when you hover the mouse pointer over the file. 3. Browse to the file that you want to attach to the job. 4. Click button [Open].
Edit a file in a job Edit a file in a job Introduction A job is always part of an order. On behalf of a customer, you can edit one or more files in a job as long as: • The customer has not paid the order. • The operator has not accepted the order. Procedure 1. Select a job. The files of the job are shown. 2. Click the [Edit] icon. The icon appears when you hover the mouse pointer over the file. • A PDF file is opened in Adobe Acrobat. • A non-PDF file is opened in the associated application. 3.
Automatic conversion of the files Automatic conversion of the files Introduction The application automatically converts every non-PDF file into a PDF file. 68 Chapter 3 - Job view PRISMAdirect v1.
Merge the files of the job Merge the files of the job Introduction If the job contains multiple files, the PDF files are automatically merged into a single document. The order of the files determines how the files are merged. You can drag a file to the correct position. PRISMAdirect v1.
Redistill a file Redistill a file Introduction If the job contains multiple files, the PDF files are automatically merged into a single document. When the files are merged into a single document, the document can contain errors. A redistill of the PDF files can solve these errors. After the redistill, the files must be merged again. You can click the [Revert to original] button to undo the redistill. NOTE Option [Redistill] uses the printer 'Redistill Driver'.
Preflight the files of the job Preflight the files of the job Introduction The preflight operation checks if any rules are violated in the PDF file(s). The set of rules is fixed. Some of the rules can be configured in the [Configuration]. The system administrator configures if the preflight operation automatically fixes violations of the rule. Some violations are detected by the preflight operation but cannot be fixed automatically.
Fix any found problems Fix any found problems Introduction The system administrator configures if the preflight operation automatically fixes violations of the rule. Some violations are detected by the preflight operation but cannot be fixed automatically. It is recommended that you fix these violations manually before you print the job. A preflight report and an annotated file are generated. The preflight report shows a summary of the problems that have been found.
Undo the preflight of the files and the merged document Undo the preflight of the files and the merged document Introduction You can undo the preflight of the files and the merged document. When you undo the preflight, the preflight report and annotated PDF file are deleted. Procedure 1. Click the job. The job ticket and the files of the job are shown. 2. You can undo the preflight of the files and the merged document. • Click the [Undo preflight] icon of the merged document.
Program pages Program pages Introduction The page programmer offers an easy way to prepare and print your document. When you select a print job, the job ticket will be displayed. Some job ticket items are used when a document is page programmed. These job ticket items are marked with a blue dot in the job ticket. NOTE The page programmer only accepts PDF files. NOTE A page program application must be available. NOTE The page programming of the document is undone when the files are changed.
Apply an automation template Apply an automation template Introduction If PRISMAprepare is installed on the server, the PRISMAprepare automation templates are available in the application. Automation templates are applied to jobs automatically when the [Enable automatic document preparation] option is enabled in workspace [Configuration]. 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.
Revert to the original files Revert to the original files Introduction You can revert files that were redistilled or page programmed. You can also revert the application of automation templates to jobs. Procedure 1. Select a job. The files of the job are shown. 2. Select the file that you want to revert to the original state. Select the job when you want to revert the application of automation templates. 3. Click the [Revert to original] icon.
Edit the job ticket Edit the job ticket Introduction Ticket items are available at order level and at job level. At order level, the items define the commercial information. For example the order name, the delivery address, the billing information, etc. At job level, the items contain the requested settings and any remarks of the customer. A ticket item can be used at order level or at job level, but not at both levels. The customer defines order ticket items before submitting the order.
Filter jobs Filter jobs Introduction You can apply filters to the list of jobs. Only those jobs are shown that match the criteria of the filter. To show all jobs again, do: Procedure 1. Click the drop-down list in the footer of the list of jobs. 2. Select the [Show all jobs] option. Any applied filters are removed. All jobs are displayed. Select a predefined filter NOTE The system administrator determines whether the predefined filters are available to you. Procedure 1.
Select a custom filter Select a custom filter The system administrator can create and assign custom filters to you. NOTE The system administrator determines whether you are allowed to create custom filters. Procedure 1. Click the drop-down list of the filters in the footer of the list of jobs. The drop-down list contains an icon of a funnel. 2. Select a custom filter. The custom filters can be found below option [Save filter as...] and above the predefined filter [Assign to]. PRISMAdirect v1.
View the job history View the job history Introduction The job history displays the history of a selected job. Procedure 1. Select a job. 2. Click the link [Show history]. A dialog opens that shows the history of the selected job. • Click any column header to apply ascending sorting or descending sorting. • Click the [Refresh] button to refresh the job history. 3. Click OK to close the dialog. 80 Chapter 3 - Job view PRISMAdirect v1.
Chapter 4 Printer section
Configure the printer list Configure the printer list Introduction The printer list displays all available printers and printer clusters. Each printer displays the progress of a printed job in %. If a printer in a cluster encounters a problem, an attention icon is displayed. A tooltip with additional information appears when you hover the mouse pointer over the icon. Location of the printer list The printer list can be on the right of the application, or on the bottom.
Configure the printers Configure the printers Introduction The [Printers] section displays the printers that are available to you to print the jobs. You can drag a job to a printer to print the job. Procedure 1. Right-click a printer to configure the printer. 2. Option [Set as default printer to print the files] This printer becomes the default selected printer. You can always select another printer from the list of printers. The files are printed on the currently selected printer.
Configure the printer settings Configure the printer settings Introduction You can configure the [Printer settings] in the [Printer settings] administration console. NOTE An operator has limited configuration rights. A system administrator has full configuration rights. Procedure 1. Click [Configuration] - [Printer settings]. 2. Configure the [Printer settings]. Click the [Help] button to read how you can configure the [Printer settings]. 84 Chapter 4 - Printer section PRISMAdirect v1.
Chapter 5 Accounting
Accounting Accounting Introduction You can collect accounting information. To collect accounting information, a 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. [User ID] NOTE There are no mandatory ticket fields for jobs of type "Stationery". The accounting information for "Stationery" type jobs is always collected.
Export the payment report Export the payment report Introduction The payment information is collected for each customer payment and for each refund to a customer. The payment procedure starts when the customer clicks the [Pay & submit] button. The payment procedure ends when the payment was successful or when the payment fails. The refund procedure is logged when the refund is successful. The payment information is stored in the accounting database on the SQL server.
Export the payment report 88 Chapter 5 - Accounting PRISMAdirect v1.
Chapter 6 Configuring
Create a filter Create a filter Introduction You can apply filters to the list of jobs. Only those jobs are shown that match the criteria of the filter. You can apply predefined filters and custom filters. NOTE The system administrator determines whether the predefined filters are available to you. NOTE The system administrator determines whether you are allowed to create custom filters. Create a custom filter Procedure 1. Click the drop-down list of the filters in the footer of the list of jobs. 2.
Rename a custom filter Rename a custom filter Procedure 1. Click the drop-down list of the filters in the footer of the list of jobs. 2. Click option [Rename filter]. 3. Select the filter that you want to rename. The [Edit filter] dialog opens. 4. Type a filter name and a description for the filter. 5. Click the [OK] button. The filter is renamed. NOTE You cannot rename the filters created by the system administrator. PRISMAdirect v1.
Delete a custom filter Delete a custom filter Procedure 1. Click the drop-down list of the filters in the footer of the list of jobs. 2. Click option [Delete filter]. The [Delete filter] dialog opens. 3. Click the [OK] button. The filter is deleted. NOTE You cannot delete the filters created by the system administrator. 92 Chapter 6 - Configuring PRISMAdirect v1.
Customize the toolbar Customize the toolbar Introduction The customizable toolbar allows you to add, move and remove buttons. Do the following steps to customise the toolbar: • Click [Tools] - [Customize toolbar]. Or right-click the toolbar and select the [Customize toolbar] option. • You will get a window showing all the buttons that you can add to your toolbar. • Drag and drop the button to and from the toolbar to change your toolbar.
Customize the toolbar Button Description [Copy job] Make a copy of the selected job. [Automation templates] Apply an automation template to the selected job. [Revert to original] Undo the changes you have made to the selected job. 94 Chapter 6 - Configuring PRISMAdirect v1.
Chapter 7 The Print dialog
Introduction Introduction Introduction The print settings are retrieved from the document. You can optimize the printing process by configuring the print settings. Optimize Tab Description [Media] • Select on which media you want to print. NOTE You can rename the media in the page programmer for easy recognition of job partitions.
Error avoidance Error avoidance Introduction At print time, PRISMAdirect informs you about requests impossible to produce on the selected printer. This information is a warning. The warnings are displayed in the notification area just below the job information. Error avoidance is not available on all the supported printer models. You will be notified about this in the notification area when you select that printer.
Define the print settings Define the print settings Select a printer Introduction The printer selection pane is on the left hand side. The pane content can be changed by using the buttons at the bottom of the pane. The left button will display the printer image and printer name. The right button will display only the printer names. You can sort the printers ascending or descending. Procedure 1. Select the [Printer] that you want to send your document to. 2.
Split and merge Split and merge Introduction When you select option [Split], the document is printed without any finishing settings. Split and merge • [None] The document is printed on one printer. • [Split] The printer only prints the marked sheets. For example, you have marked all color sheets in the document. If one side of a sheet is a color page, then the complete sheet is printed on a color printer. The percentage of marked sheets is shown.
Load balancing Load balancing Introduction You can print a job to a printer or to a printer cluster. You can use the printer cluster for load balancing. The application uses the print speed to calculate the workload per printer when you enable load balancing. You can enable load balancing for both normal documents and VDP documents. When you enable load balancing for a VDP document, then the application balances the load based on the variable data documents.
Print preview window Print preview window Introduction In the top section of the [Print] dialog, you can see a mini preview window. Certain finishing settings can only be handled by a specific finisher. If the specific finisher is not installed, the print preview will not show the concerning finishing settings. Procedure 1. Click the magnifier button or left click on the mini preview to get a full size print preview window. The preview allows you to scroll through the print job and zoom. 2.
Optimize the printed document Optimize the printed document Define the [Media] settings Introduction The print settings are retrieved from the document. You can optimize the printing process by configuring the print settings. This topic describes the [Media] settings. Define the [Media] settings Setting Description [Media] All media that is used within your document is displayed here. Use the selection-box to specify the media that you want to print.
Map the media Procedure 1. Map the media manually: NOTE The printer model determines which settings you can configure. Setting Description [Catalog] • The selected media after mapping is displayed. • [Undefined] is displayed when automatic mapping is incomplete or not possible. [Name] Enter the media [Name]. [Size] • You can select a default media size from the drop-down list, for example 'A4' and 'Letter'. • You can create a custom media size.
Define the [Layout] settings Define the [Layout] settings Introduction The print settings are retrieved from the document. You can optimize the printing process by configuring the print settings. This topic describes the [Layout] settings. The [Layout] tab allows the user to modify the position of the page content on a sheet. NOTE The layout tab settings are disabled if your document contains different media orientations. For example: A4 landscape + A4 portrait.
Define the [Layout] settings Setting [Imposition] Description NOTE A subset of the [Imposition] settings is available when different media sizes are used in the document. • [None] • [2-up] Two pages are placed on each sheet side in (left to right) reading order. • [4-up], [9-up], [16-up] 4, 9, 16 pages are placed on each sheet side in the (left to right and top to bottom) reading order. • [ N-up] Several pages are placed on one sheet side in the (left to right and top to bottom) reading order.
Define the [Layout] settings 106 Setting Description [Imposition]: [Cut and stack] • [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. • [Cut and stack] The left and right pages are printed in the same orientation.
Define the [Layout] settings Setting Description [Position on sheet] Use the [Same on both sides] option to keep front and rear the same. You can handle the position on [Front side] and [Back side] separately if [Same on both sides] is not enabled. Horizontal position can be Left/Center/Right. Use the shift option to shift this position Left or Right. Vertical position can be Top/Center/Bottom. Use the shift option to shift this position Up or Down.
Define the [Layout] settings Setting Description [Creep compensation] and [Inside creep compensation] Use [Creep compensation] to make sure that the margins on all pages are equal after the booklet is folded and trimmed. The [Creep compensation] factor is calculated from the [Thickness] of the paper. • Select [Creep compensation] to shift the page content to the outside of the booklet. • Select [Creep compensation] and [Inside creep compensation] to shift the page content to the inside of the booklet.
Define the [Layout] settings Setting Description [Page marks] You can define which marks are printed on the output media. • [Corner trim marks] These marks are lines printed in the corners of the sheets to indicate where to trim the paper. You can define the size and the location of these marks. • [Center marks] Center marks are vertical lines used to indicate the centre of the printed page. For example, the centre of the spine of a booklet. You can define the size and the location of these marks.
Define the [Image] settings Define the [Image] settings Introduction The print settings are retrieved from the document. You can optimize the printing process by configuring the print settings. This topic describes the [Image] settings. Define the [Color quality] settings Setting Description [Resolution] The resolution that you can select depends on the printer.
Define the [Image] settings Setting Description [Trapping presets] A trapping preset is a collection of trap settings you can apply to pages in a PDF. The drop-down list contains the available [Trapping pre-sets] of the selected printer. This setting is not available for all printer models. [Image smoothing] [Image smoothing] blends adjacent colors in an image to make color transitions less noticeable. Use this setting when the printer resolution is higher than the image resolution.
Colour settings Setting Description [Contrast] You can overrule the defined [Contrast] settings in the document, without losing the original [Contrast] settings. • [Printer default] • [Custom] This setting is not available for all printer models. Define the [Color pre-set] settings Setting Description [Color pre-sets] The drop-down list contains the available color templates of the selected printer. When the printer is not available, the color templates cannot be loaded.
Colour settings color profile and rendering intent. For these objects a default input color profile and rendering intent are defined by the printer driver for optimal print quality. Setting Description [Name] The name of the color pre-set. The default names of the color pre-sets are the following. • Black and white • Office documents • Photographic content If you change a setting in the printer driver, the [Name] changes into [Custom color pre-sets].
Colour settings Define the [DeviceRGB / Embedded profiles] settings 114 Setting Description [Input profile] [Input profile] defines a reference color workspace for the color data of the objects in the document. An [Input profile] is used to define colors in a device independent way. The following DeviceRGB options are available. • sRGB Use this input profile in Windows Office or similar environments. • [None] Use this option to use the printer device colors.
Colour settings Setting Description [Rendering intent] The [Rendering intent] defines the color conversion strategy that is needed because colour gamuts differ per device (monitors, printers). The required print quality determines the rendering intent you need for an optimal color conversion. The following options are available. • [Absolute colorimetric] The exact colors that are within the gamut of the printer are kept, even the colors near the white point. Prints white areas with a light background.
Colour settings Setting Description [Rendering intent] The [Rendering intent] defines the color conversion strategy that is needed because colour gamuts differ per device (monitors, printers). The required print quality determines the rendering intent you need for an optimal color conversion. The following options are available. • [Absolute colorimetric] The exact colors that are within the gamut of the printer are kept, even the colors near the white point. Prints white areas with a light background.
Define the [Finishing] settings Define the [Finishing] settings Introduction The print settings are retrieved from the document. You can optimize the printing process by configuring the print settings. This topic describes the [Finishing] settings. Define the [Finishing] settings Setting Description [Finishing] You can overrule the defined finishing settings in the document, without losing the original finishing settings. • [As in document] Print the document with the original finishing settings.
Define the [Finishing] settings Setting Description [Saddle press] Enable the [Saddle press] option to apply mechanical pressure to a folded document. The result is a tightly folded document. Use the [Adjustment] option to increase or decrease the mechanical pressure. NOTE Check if your finisher supports this option. 118 Chapter 7 - The Print dialog PRISMAdirect v1.
Define the [Delivery] settings Define the [Delivery] settings Introduction The print settings are retrieved from the document. You can optimize the printing process by configuring the print settings. This topic describes the [Delivery] settings. Define the [Output] settings Setting Description [Destination] Define to which queue of the selected printer you want to print.
Define the [Delivery] settings Setting Description [Swap pages] Use this setting to turn the pages in the [Output location]. Example Normal order: 1-2 3-4 5-6 7-8 9-10 [Swap pages]: 2-1 4-3 6-5 8-7 10-9 NOTE [Swap pages] & [Reverse order]: 9-10-7-8-5-6-3-4-1-2 120 [First sheet to end] Select this setting if you want to move the first sheet to the end of the job. You can use this setting, for example, if the first A3 sheet is used as a cover sheet for the rest of the A4 job.
Define the [Accounting] settings Define the [Accounting] settings Introduction The print settings are retrieved from the document. You can optimize the printing process by configuring the print settings. This topic describes the [Accounting] settings. The accounting information is stored in a log file on the controller. The administrator configures when the [Accounting] settings are available to you. Define the [Accounting] settings Setting Description [Account ID] Type the [Account ID].
Buttons Buttons Introduction The [Print] dialog contains buttons that allow you to restore the default print settings or restore the last used print settings. You can create a test print and submit or cancel your print job. Buttons Button Description [Print settings] Click this button to change the printer settings. • [Defaults] Restore the default print settings as defined in the application. • [Last saved] Restore the last saved print settings from the document.
Index Index A Absolute colorimetric...........................................112 Accept......................................................................41 Accounting Imported order................................................. 86 Stationery jobs................................................. 86 When finalized..................................................86 Add file to job................................................... 23, 59 Add job to order...............................................
Index O T Order information...................................................19 Order states.............................................................16 Order ticket..............................................................36 Test print............................................................... 122 Toolbar Customize......................................................... 93 P U Perceptual............................................................. 112 Preflight files....................
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