Administration guide PRISMAdirect Configuration
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Software version This documentation describes the functionality of PRISMAdirect v1.2.
Contents Contents Chapter 1 Login.................................................................................................................................... 9 Login................................................................................................................................................................10 Chapter 2 Start using the application.............................................................................................. 11 Add, edit or delete....................
Contents Chapter 6 Printer settings..................................................................................................................47 Manage the printers for the application....................................................................................................... 48 Printer discovery tool...............................................................................................................................48 Add a printer................................................
Contents Configure the other settings............................................................................................................. 97 User settings.............................................................................................................................................98 Configure the reminders................................................................................................................... 98 Email templates...............................................
Contents 8 PRISMAdirect v1.
Chapter 1 Login
[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. Click [Log in]. NOTE A [Web user] or [LDAP user] can login to the server when that user belongs to the [Services] group. NOTE A system administrator can login to the server. 10 Chapter 1 - Login PRISMAdirect v1.
Chapter 2 Start using the application
Add, edit or delete Add, edit or delete Introduction Action icons become available when you hover the mouse pointer over the concerning item. 12 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.
Chapter 3 User management
Users 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 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.
Add or edit a user 5. You can add a user to one or more user groups. 6. When a user is added to one or more user groups: You must add a user to a default user group. The budget of the default user group is used for this 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 settings].
Import users from an LDAP server or uniFLOW server 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 the [Import] button. 2.
Assign a cost centre to a user Assign a cost centre to a user Introduction You can assign one or more cost centres to a user for each web shop. You can create the cost centres for each web shop in [Web shop settings]. Procedure 1. Select a user. The available cost centres for the user appear. 2. 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. 3. You can assign multiple cost centres to the user.
Manage the price approval settings for a user Manage the price approval settings for a user Introduction You can configure the price approval settings per user per web shop. You can configure the default price approval settings per web shop in [Web shop settings]. Procedure 1. Select a user. The cost approval settings for the user appear. 2. Click [Add new level]. Define a maximum price for the current level. You can type a value in the spinbox for the budget.
User groups User groups Add or edit a user group Introduction You can manage the cost centers per web shop in workspace [Web shop settings]. You can assign the cost centers to the users and user groups in workspace [User management]. Procedure 1. 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. 2. Define the [Role] of the users in the group.
Add or edit a user group NOTE In the [Product & 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. 5. [Quotation] • [Web shop settings] Use the settings for [Quotation] as defined in dialog [Quotation] in [Web shop settings]. • [Custom] Use custom settings for [Quotation] for this user group. The custom settings overrule the web shop settings for this user group.
Add or edit a user group Use custom settings for [File hosting service] 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 payment] • [Web shop settings] Use the settings for [Enable payment] as defined in dialog [Enable payment] in [Web shop settings]. • [Custom] Use custom settings for [Enable payment] for this user group.
Import a user group Import a user group Introduction You can import user groups from a file. Procedure 1. Click the [Import] button. 2. Browse to the file. NOTE The file type can be csv or xml. 3. 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.
Assign a cost center to a user group Assign a cost center to a user group Introduction You can assign one or more cost centres to a user group for each web shop. You can create the cost centres for each web shop in [Web shop settings]. Procedure 1. Select a user group. The available cost centers for the user group appear. 2. 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. 3.
Manage the price approval settings for a user group Manage the price approval settings for a user group Introduction You can configure the price approval settings per user group per web shop. You can configure the default price approval settings per web shop in [Web shop settings]. Procedure 1. Select a user group. The cost approval settings for the user group appear. 2. Click [Add new level]. Define a maximum price for the current level. You can type a value in the spinbox for the budget.
Chapter 4 Web shop settings
Introduction Introduction The [Web shop settings] 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 settings]. You have to configure each web shop separately. 26 Chapter 4 - Web shop settings PRISMAdirect v1.
Configure the general settings Configure the general settings Setting Description [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. [Overwrite existing reports] Select the [Overwrite existing reports] option to overwrite any existing reports on the report server.
Allow self-registration Allow self-registration Settting Description [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. [Use CAPTCHA] Customers have to type the displayed alphanumerical characters while creating an account. [Self-registration is mandatory] 28 Chapter 4 - Web shop settings PRISMAdirect v1.
Configure the permissions for customers Configure the permissions for customers Setting Description [Allow users to change their password] Enable this option to allow users of [Web Submission] to change their password. [Allow Web Submission user 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.
Configure the layout settings Configure the layout settings 30 Setting Description [Language:] Select the language of the Web Submission logon page here. [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.
Web Submission view Web Submission view Configure the displayed information 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. Procedure 1.
Create a filter Create a filter Introduction The filter determines which orders are visible for a user of [Web Submission]. 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. Procedure 1. Select an item that you want to add to the filter and enable option [Use in filter]. An item is marked with a funnel icon when the item is added to the filter. 2. Configure the values for the item. 3.
Configure the submission settings Configure the submission settings Setting Description [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. [Overview of warnings] When you enable this option, the user can open the overview of warnings in the Web Submission. The order is checked for warnings before the order is submitted.
Price settings Price settings Manage the cost centers Introduction You can manage the cost centers per web shop. You can create, edit and delete the cost centers. You can assign the cost centers to the users and user groups in workspace [User management]. NOTE [Budget management] is disabled when you enable option [Use payment providers]. NOTE You can setup an interface between the PRISMAdirect server and the uniFLOW server. The uniFLOW server then manages the cost centres.
Reset the spent budget 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. PRISMAdirect v1.
Manage the price approval settings Manage the price approval settings Introduction You can define the default price approval settings for each web shop. You can define custom price approval settings for users and user groups in workspace [User management]. The custom settings overwrite the default price settings for each web shop. NOTE You can setup an interface between the PRISMAdirect server and the uniFLOW server. The uniFLOW server then manages the price approval workflow.
Configure the default price estimation settings Configure the default price estimation settings Introduction In this dialogue, you can define the default price estimation settings for the web shop. The [User group settings] can overwrite the default price settings of the web shop. NOTE You can define a number of price related settings per product in the [Product & order editor]. The price related settings in the product overrule the default settings in this dialog.
Configure the default quotation settings Configure the default quotation settings Introduction In this dialog, you can define the default quotation settings for the web shop. The [User group settings] can overwrite the default price settings of the web shop. NOTE You can define a number of price related settings per product in the [Product & order editor]. The price related settings in the product overrule the default settings in this dialog.
Enable payment Enable payment Introduction You can enable payment for the selected web shop. Now, payment becomes mandatory for all customers of the web shop. When a customer is part of a user group, the [User group settings] can overwrite the payment setting of the web shop. Payment Enable the [Enable payment] option. Customers have to pay their orders before they can submit their orders via the web shop. PRISMAdirect v1.
Type the contact information settings Type the contact information settings Introduction The [Contact information settings] are used in the [About] link in [Web Submission]. 40 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. Chapter 4 - Web shop settings PRISMAdirect v1.
Select the active languages for the web shop Select the active languages for the web shop Introduction You can select the active languages for the web shop. A language link will become available in the [Web Submission]. The customer can change the display language via the language link. 1. Select the default language of the web shop from the drop-down list. 2. Enable all languages that you want to offer to your customers. PRISMAdirect v1.
Select the active languages for the web shop 42 Chapter 4 - Web shop settings PRISMAdirect v1.
Chapter 5 Submission settings
Configure the general settings Configure the general settings Setting Description [Preview resolution (in DPI):] You can define the resolution of the preview of the job in the [Web Submission]. The higher the resolution, the higher the quality of the preview. NOTE A high DPI value can decrease the performance of the application. [Put the web site into main- Enable this option to put the web server into maintenance. Custenance mode] tomers cannot access the web shop anymore.
Define the desk submission users 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. 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. 2. Select a user. 3. Click the [Add] button. The user has Desk Submission rights. PRISMAdirect v1.
Create friendly URLs 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. Select a web shop. 2. Type a user-friendly URL for the web shop. 3. Click [Save]. 46 Chapter 5 - Submission settings PRISMAdirect v1.
Chapter 6 Printer settings
Manage the printers for the application Introduction In this screen you manage your printers. Main screen components 1. The list at the left-hand side of the screen shows the currently installed printers. 2. The buttons above the printer list in the top left corner provide the actions to add printers and to refresh the printers list. 3. The right hand windows contains all controls to facilitate the current action.
[Printer discovery tool] Discovery method Description [Broadcast to local network] Use this discovery method when printers are connected to the local 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 another subnet of the network than the local network.
[Printer discovery tool] 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 authentication service.
[Printer discovery tool] Column header Explanation [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.
[Printer discovery tool] 52 Chapter 6 - Printer settings PRISMAdirect v1.
[Add a printer] [Add a printer] Introduction Here you can add printers to the system. Add printer dialog 1. Select the [Printer model:] and [Controller version:] of your printer. 2. The [Printer name:] is filled in from the [Printer model:]. If you want another name you can change the printer name. 3. Enter the [IP address:] of the printer. 4. Click OK. PRISMAdirect v1.
Edit the printer settings Edit the printer settings Manage the general settings Introduction The general settings define the properties and the availability of each printer. Printer image You can change the printer image: Select a printer image on page 55. 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.
[Select a printer image] [Web sites for the printer:] You can add one or more URLs to the text field. 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.
Manage the printer configuration Manage the printer configuration Introduction Define the queue settings for the selected printer. The queue settings are printer dependent. You can select which finisher(s) are available for the printer. Manage the destination settings 1. Select a queue and click button [Default] to define a default queue. 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.
Manage the connection settings 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. Procedure 1.
Manage the connection settings Settings SNMP V3 58 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 authentication service.
Manage the printer clusters 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 the plus icon to create a printer cluster. Or select an existing cluster to edit the cluster. 2. Define a name. The name must be unique. You can use the characters: 'a. - z.', 'A. - Z.', '0. - 9.', '_' . Spaces are allowed. 3. Type a description for the printer cluster. 4.
Application settings 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 the plus icon. 2. Browse to the color strip(s) that you want to add. NOTE The system accepts EPS/PDF/TIF/TIFF files 3. You can select one or more color strips. 4. Click the [Open] button. The added color strip is enabled by default.
Add an imposition layout Add an imposition layout Introduction You can manage the specific imposition layouts available to the users. The application offers a number of imposition layout types. You can add user-defined imposition types to the application. You can disable any imposition layout. A disabled imposition layout used by a document type is still applied while printing a document using this disabled imposition layout.
Add an imposition layout 62 Chapter 6 - Printer settings PRISMAdirect v1.
Chapter 7 Order management
Service settings Service settings JDD service settings 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. Select a template to configure the JDD service.
Resubmit a failed job Resubmit a failed job Introduction In the [JDD service settings] dialog you can also handle failed jobs. 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 can resubmit a failed job. 1. If the job is received on the [Server], the job is removed from the list. 2. If the job is not received on the [Server], the job must be deleted manually. Procedure 1. Select a failed job.
Delete a failed job 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. 66 Chapter 7 - Order management PRISMAdirect v1.
Automatic process settings 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.
Automatic process settings 5. Set the number of preflight processes. 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].
Configure the clean-up settings 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 cleanedup by the Print Cleanup Service. Procedure 1. Define the [Number of hours between two clean-up operations:].
JDF service settings JDF service settings 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.
Add or edit JDF end points Add or edit JDF end points Introduction In this dialog, you can setup the JDF end points. JDF end points can be used to transfer jobs to PRISMAdirect and receive status information back from PRISMAdirect. Procedure 1. Click the [Add JDF end point] button. Select a [JDF end point] and click [Edit] to edit an existing [JDF end point]. 2. Define the [JDF end point] data. 1. [Name:] This is the name you want to use to identify this [JDF end point]. 2.
Default mapping files 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. [Default mapping file for JDF ticket] This file is used to map the job status in PRISMAdirect to JDF. NOTE The mapping files are used every time the [JDF end point] is used. Location of the default mapping files Go to: [Order management] - [JDF service] - [JDF end points].
Print Prepare Manager service settings Print Prepare Manager service settings Introduction The VDP functionality is available in the PRISMAaccess/prepare Core. The PRISMAaccess/prepare 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. Therefore, these applications must have access to the server when they are installed on separate computers.
Print Licence Monitoring service settings 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. Define the port for the Print Licence Monitoring service. The server and the [Floating Licence Server] must have access to the port. 2.
Security settings Security settings 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. [Use secure connections (HTTPS)] Use this option to specify if you want to use the secure HTTPS connection for Web Submission.
Select the authentication type Select the authentication type Introduction PRISMAdirect offers single sign on. Therefore, [Windows authentication] is integrated with Active Directory. Procedure 1. Select the authentication type. The installed services, the [Configuration] and the System Administration always use [Custom authentication]. 76 Chapter 7 - Order management PRISMAdirect v1.
Create self-signed certificates Create self-signed certificates Introduction You can create your own self-signed Certificate and use it for the secure transactions between the Web Submission users 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.
Remove certificate 2. Click 'OK' to remove the selected Certificate. NOTE You can only remove self-signed Certificates here. 78 Chapter 7 - Order management PRISMAdirect v1.
Advanced infrastructure settings Advanced infrastructure settings Introduction The support requests are organized based on the country where your local representative resides. The country setting is used to find your PRISMAdirect installation on the remote service website in the specified country. A local representative can connect to the servers of the application via TeamViewer. Each server appears as a unique entry in the Océ Remote Service website.
Configure the VDP settings Configure the VDP settings Procedure 1. 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. NOTE A high number of pages can decrease the performance of the application. 80 Chapter 7 - Order management PRISMAdirect v1.
Order history settings Order history settings Procedure 1. [Show order history] When you enable this option, a list becomes available in the [Order processing]. This list contains the canceled and finalized orders. 2. [Number of visible orders:] You can define how many canceled and finalized orders are available in the order history list. PRISMAdirect v1.
Backup and restore Backup and restore Introduction It is recommended that you create a backup after each installation and patch installation. You must define the [Temporary data folder:] before you can backup the [Order data]. For example, your jobs are stored on a drive, which is nearly full. You can define the [Temporary data folder:] on an other drive. The [Order data] backup file is created in the [Temporary data folder:]. You can store the [Order data] backup file in an other folder.
Select the active languages for the system Select the active languages for the system Introduction You can 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. Procedure 1. Enable all languages that you want to offer to your users. By default, the installation language is enabled. PRISMAdirect v1.
Define the path for the temporary folder 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. You can type or copy/paste the folder path in the text field. 2. Click [Save]. 84 Chapter 7 - Order management PRISMAdirect v1.
Setup the uniFLOW interface 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].
Setup the uniFLOW interface 86 Chapter 7 - Order management PRISMAdirect v1.
Chapter 8 Order processing settings
Configure the general settings Configure the general settings Introduction Configure the general settings for the [Order processing] workspace. 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: • [Add digital file], [Add paper original] and [Add other digital file]. • A product can contain a fixed document.
Configure the general settings Setting Description [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 number:] + 1. NOTE Multiple orders with the same order number can appear in the order list, when you change the [Current order number:]. [Preview resolution (in DPI):] You can define the resolution of the preview of the job in the [Order processing].
Define the font settings Define the font settings Procedure 1. 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. For each job ticket category, you can define the font with option [Font name:]. 2. 3. For each job ticket category, you can define the [Font size:]. 4.
Define the logo settings Define the logo settings Introduction Define the settings for the logo in the ticket. Procedure 1. Enable the [Print logo in ticket] option to print the logo in the job ticket. 2. Click button [Browse] to select an image. The allowed image file types are: .bmp, .jpg, .gif, .png. Click [Clear] to remove a selected image. 3. Select the position for the logo from the drop-down list. 4. [Scale logo to page size] You can scale the logo to the page size.
Configure the preflight rules Configure the preflight rules Introduction You can preflight a PDF file. The preflight operation checks if any rules are violated in the PDF file(s). The set of rules is fixed. You can configure some of the rules. The preflight operation automatically fixes the violations according to the configured rules. A preflight report and an annotated file are generated. The preflight report shows a summary of the problems that have been found and fixed.
Manage filters Manage filters Create a filter Introduction The filter determines which orders are visible for a user 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. Procedure 1. 2. 3. 4. Click the plus icon to add a filter. Assign the filter to one or more users. You can manage the users in [User management] - [Users]. Type a name and description for the filter.
Workflow configuration Workflow configuration General settings Manage the operators Introduction 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 the plus icon to add an operator. Click the pencil icon to edit the operator. 2. Edit the name of the operator. You can use the characters: 'a. - z.', 'A. - Z.', '0. - 9.', '_' .
Manage the categories Manage the categories Introduction You can assign jobs to predefined categories and to custom categories. 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 the plus icon to add a category. Click the pencil icon to edit the category. 2. Edit the name of the category.
Configure the workflow 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. Print job ticket when... 2. 3. 4. 5. 6. 7. 96 Enable this option when you want to print the ticket when the order changes into the concerning state.
Configure the other settings Configure the other settings Procedure 1. [Print both the job ticket and the job.] The job ticket is inserted as a banner page before the job. 2. [Allow operator to attach files when sending email.] When you enable this option, you can attach files to the email messages to the customer. 3. [Enable automatic document preparation] When you enable this option, the automation templates of PRISMAprepare become available in the products in [Product & order editor].
User settings 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. Procedure 1. Select [Set a reminder] if you want to be reminded about jobs that are nearly due. 2. 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.
Email templates Email templates Configure the email templates Introduction The application allows you to automatically send email messages to the customer. You can configure the subject and content of the message by entering a default message. You can configure the following email templates: • [Order received - customer] The customer receives a confirmation email about the submitted order. • [Order received - operator] The operator receives a notification about a new order.
Configure the email templates 3. Your e-mail 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]. The [Product items] can only be used in text field [Job information (per job):]. Drag and drop the variable into the message at the desired position. A variable is indicated by '%' symbols. You can include a hyperlink to the order in your email.
Chapter 9 License settings
Define the license server settings Define the license server settings Procedure 1. 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, .company.nl. 2. Define the [Port:]. Define which port of the license server is used. 3. Click the [Test connection] button. Click this button to test the connection to the defined server. 4. Click [Save].
Index Index A I Add a printer........................................................... 53 Add additional printer............................................ 51 Add printer dialog.................................................. 53 Add printers............................................................ 53 Advanced discovery............................................... 49 Alarm....................................................................... 98 Assign to.........................................
Index Printer cluster..........................................................59 Printer configuration.............................................. 56 Printer connection.................................................. 57 Printer discovery method...................................... 48 Printer discovery tool............................................. 48 Printer general settings..........................................54 Printer monitoring..................................................
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