Administration guide PRISMAdirect Administration settings and tasks
Edition 2015-5 US
Contents Contents Chapter 1 Global settings.................................................................................................................... 7 Copyright...........................................................................................................................................................8 Trademarks....................................................................................................................................................... 9 Software version...
Contents Refresh the list of user groups................................................................................................................64 Preflight settings.............................................................................................................................................65 Configure the preflight rules................................................................................................................... 65 Archive settings..............................
Contents Login....................................................................................................................................................... 111 General settings............................................................................................................................................112 Define the General settings...................................................................................................................112 Edit desk submission users.........
Contents 6 PRISMAdirect v1.
Chapter 1 Global settings
Copyright Copyright © 2015, Océ All rights reserved. No part of this work may be reproduced, copied, adapted, or transmitted in any form or by any means without written permission from Océ. Océ makes no representation or warranties with respect to the contents hereof and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose.
Trademarks 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 Software version This documentation describes the functionality of PRISMAdirect v1.2. 10 Chapter 1 - Global settings PRISMAdirect v1.
[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. PRISMAdirect v1.
[General settings] [General settings] Define the [General settings] Introduction [You can configure the general settings in this dialog.] These settings are used by the application regardless if the application is installed on one PC or as a distributed system. [Web server settings] 12 Settings Description [Allow Web Submission user to change the language] Enable this option to allow a user to change the language of the Web Submission.
Define the [General settings] Settings Description [Copyright administration message:] A default message is displayed to the customer or operator when: • The [Copyright administration] option is enabled in this dialogue. • The [Copyright administration] option is not enabled by the customer or operator when a job is submitted. Click [Edit message] to change the default message. [Motivation for job cost approval:] In the Web Submission, the customer can type a motivation to approve the job cost.
Define the [General settings] Settings Description [Current job number] This option contains the job number of the last job. You can define any job number with a maximum value of 999999999. The next submitted job has job number: [Current job number] + 1. NOTE Multiple jobs with the same job number can appear in the job list, when you change the [Current job number]. [Delete finalized jobs automatically after] Enable this option to delete finalized jobs automatically from the [Central server].
Define a query Define a query Introduction The defined filter determines which jobs are visible for a user of [Web Submission]. The filter is an SQL query. Procedure 1. Drag and drop the job ticket items and operators in the query field'. To create an SQL query, you can use: • The available job ticket items • The available operators • The additional operators: ', ", +, -, /, % The following rules apply: • Numbers are integers. A decimal separator is not allowed.
Job ticket print settings Job ticket print settings Introduction [You can configure the print settings for the job ticket in this dialog.] Define the font settings Procedure 1. Click [Edit] to start the [Edit print settings for job ticket] dialog. • [Job 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. 2.
Define the logo settings Define the logo settings Procedure 1. Click [Edit] to start the [Edit print settings for job ticket] dialog. 2. Click the [Edit logo settings] button. 3. Click button [Browse] to select an image. 4. 5. 6. 7. The allowed image file types are: .bmp, .jpg, .gif, .png. Enable the [Print logo in job ticket] option to print the logo in the job ticket. Determine the [Logo position:].
[Accounting settings] [Accounting settings] Enable accounting Introduction You can collect accounting information. To collect accounting information, a job ticket must contain the following job ticket fields with these exact names: 1. [Account] 2. [Company] 3. [Copies] 4. [FinalCost] 5. [NrOfSourcePages] 6. [Plexity] 7. [PrintInColor] 8. [ReadyDate] NOTE The ReadyDate item is not visible in the Job Ticket Editor. 9. [User ID] NOTE The system administrator can edit the captions of these items.
SQL authentication type SQL authentication type Procedure 1. Click the [Configure credentials] button. The [Edit accounting and payment settings] dialog opens. 2. Define the [Computer name \ instance name:]. With this option, you define where the accounting database is stored. For example: SQL_server_name\SQL_server_instance_name. NOTE A license is required to use the accounting functionality. 3. You must define how the Operator Console connects to the accounting database.
Upload the reports Upload the reports Procedure 1. Define the report server settings: Setting Description [Folder path:] Define the reports location. This is the location where the Operator Console stores the accounting reports. The default location for the reports is: \Oce \PRISMAaccess\Reports. [URL of report server:] Should be one of the following: • http:///ReportServer$Printroom/ReportService2005.
Edit email settings Edit email settings Introduction Accounting reports can be sent automatically by email, if: • The [Email accounting reports automatically] option is enabled, • Task AutomaticReportsEmailSender is configured, and • One or more accounting reports are available in field [Selected reports:]. Procedure 1. Enable the [Email accounting reports automatically] option. 2. Define the [Reporting period:]. The accounting reports for the defined reporting period are emailed. 3.
Create and edit task AutomaticReportsEmailSender Create and edit task AutomaticReportsEmailSender Introduction Accounting reports can be sent automatically by email, if: • The [Email accounting reports automatically] option is enabled, • Task AutomaticReportsEmailSender is configured, and • One or more accounting reports are available in field [Selected reports:]. Procedure 1. Click [Create task]. 2. Define the [Password:]. 3. Click [Create]. 4. 5. 6. 7. 8.
Edit invoice settings Edit invoice settings Introduction In this dialog, you can define the company information for the invoice. The [Operator Console] uses the collected accounting information to generate the invoice. Procedure 1. Click the [Edit invoice settings] button. 2. Click button [Browse] to select an image. 3. 4. 5. 6. The allowed image file types are: .bmp, .jpg, .gif, .png. Type the company name. Type the company address. Define the [Tax rate(%):] that must be used for the invoice.
[Default cost settings] [Default cost settings] Click [Edit] to define the default cost settings for all users. Click [Edit formula(s)] to open the formula manager. In the formula manager, you can create and configure the cost estimation formula(s) and the job quotation formula(s). Define the default cost settings Introduction In this dialog, you can define the default cost settings for all users.
Define the default cost settings NOTE A license is required to use the [Job cost approval] functionality. [Edit default cost settings] Job cost settings Setting Description [Job cost estimation] • [Yes] The [Job cost estimation] option is available in Web Submission. A user is always presented with an estimation of the job cost. • [No] The [Job cost estimation] option is not available in Web Submission. A user is never presented with an estimation of the job cost.
Define the default cost settings Setting Description [Job quote] • [Yes] The [Job quote] option is available in Web Submission. A user can request the calculated job cost. • [No] The [Job quote] option is not available in Web Submission. A user cannot request the calculated job cost. • [Always] A user is always presented with the calculated job cost. The user cannot disable the request to calculate the job cost. NOTE A license is required to use the job quotation functionality.
Define the default cost settings Setting Description [Budget] Define the total budget for all jobs per user. Click the value in the drop-down list to define a custom value. This budget is used for all users that have no budget defined in [User settings]. The default value is [Unlimited]. • [Unlimited]: There is no limit to the budget for this user. • Custom value: You can define the total budget for this user. Click the value in the drop-down list to define a custom value.
Define the default cost settings Setting Description [Email address of job cost approver(s):] Define the email address of the job cost approver(s) for level 1. When you add more than one email address, you must use a semicolon to separate the addresses. The job cost approver(s) must approve or reject the job when the job cost exceeds the maximum job cost for level 1. NOTE You can only define the job cost approver(s) for level 1.
Define the default cost settings Setting Description [Generate report] Click button [Generate report] to generate a comma-separated values (CSV) report. Browse to the location where you want to save the file. Enter a file name and click [Save].
SQL authentication type 2. Define the [Password:]. 3. Click [Create]. The [BudgetApprovalQuotaCleaner] task is created in the task scheduler. The task is executed with the provided credentials. 4. Click [Edit task]. The task scheduler opens. 5. Click [Task Scheduler Library]. 6. Right-click the [BudgetApprovalQuotaCleaner] task and select [Properties]. 7. Configure the [BudgetApprovalQuotaCleaner] task. For example, you can change the schedule of the task. 8. Click [OK]. Close the task scheduler.
LDAP servers LDAP servers Introduction The [LDAP servers] dialog displays the LDAP servers which are available to the application. The application searches for LDAP servers in the local network and domain during the start up of the application. All available LDAP servers are added to the list in the top of the dialogue. The LDAP servers can be added to two different lists: • [Servers used for authentication:] The first LDAP server in the list is used for the authentication of a user.
Refresh the LDAP information Refresh the LDAP information Click [Refresh] to refresh the generic info about the LDAP, users and groups part of that LDAP. PRISMAdirect stores some information about each LDAP locally. The information regards generic info about the LDAP, users and groups part of that LDAP. In order for it to be in sync with the real information, a service synchronizes this information automatically once a day, at midnight.
Add or edit an LDAP server Add or edit an LDAP server Procedure 1. Click [Add] or [Edit] to open the [Edit LDAP server settings] dialog. When you add a new LDAP server you have to configure the LDAP server settings. 2. You can configure the LDAP server(s) in this dialogue. Setting Description [Domain name for LDAP server:] You can define a custom name for the LDAP server. The custom name must be unique. NOTE An LDAP server can be used for Windows authentication of users.
Add or edit an LDAP server Setting Description [LDAP server user name:] You must supply a user name and password to retrieve information from the LDAP server. NOTE This option is available when you have selected [Credentials policy: ] [Use the credentials which are stored on the LDAP server]. [LDAP user password:] You must supply a user name and password to retrieve information from the LDAP server.
Add or edit an LDAP server Setting Description [User filter:] A default user filter is created automatically for new LDAP servers. You must define: 1. [Domain name for LDAP server:] 2. [Credentials policy: ] 3. [Server address:] 4. [Server type:] 5. Click the [OK] button. 6. Select the new LDAP server. Click the [Edit] button. The default filter is now available in the [Edit LDAP server settings] dialog. You can edit the filter.
Advanced settings Setting Description [LDAP attribute for group name:] You can define the LDAP attribute that contains the group name. NOTE The default LDAP attribute is used for the group name if this field is left empty. The default LDAP attribute depends on the server type. Advanced settings Authentication types You can select an authentication type for the [Authentication used to connect to LDAP server:] option and the [Authentication used to connect user to the LDAP server:] option.
Advanced settings Authentication type Description AnonymousAndFastServerBind This is the Anonymous authentication type combined with ServerBind and FastBind optimizations. Possible usage: ActiveDirectory, but this authentication type is not recommended. Secure Secure is the Windows authentication method, which relies on the Windows Security Support Provider Interface (SSPI). The SSPI usually selects the Windows Negotiate protocol with Kerberos or NTLM authentication.
Advanced settings 38 Authentication type Description FastSecureSocketLayer This is the SecureSocketLayer authentication type combined with the FastBind optimisation for ADSI-based connectors, or FastConcurrentBinding optimisation for non-ADSI connectors. Possible usage: SunDirectoryServer, NativeLDAP, NativeADS. This authentication type is recommended. ActiveDirectoryFastSecureBinding This is the Secure authentication type combined with the Sealing, Signing and FastBind optimization.
Advanced settings Authentication type Description NTML The NTML authentication is almost the same as Secure authentication. NTML results in NTML authentication. WARNING: Negotiate is preferred over NTML. Possible usage: ADAM and NativeLDAP connectors against a Windows-based LDAP server. Digest This is the Windows Digest Access authentication. Possible usage: ADAM and NativeLDAP connectors against a Windows-based LDAP server.
Advanced settings Every user who logs on to the application with an [LDAP server user name:] and an [LDAP user password:] is created automatically. The [User type] of an automatically created user becomes: • [Windows user] if the user is authenticated via Windows authentication. • [LDAP user] if the user is authenticated via Forms authentication. An automatically created user belongs to the [Group] of 'Submitters'. The users in the 'Submitters' group can access the [Web Submission].
Test the connection Test the connection Procedure 1. Click [Test connection] to test the connection to the selected LDAP server. The connection status of each LDAP server is displayed in column [Status].
Use LDAP server for authentication Use LDAP server for authentication Introduction The [LDAP servers] dialog displays the LDAP servers which are available to the application. The application searches for LDAP servers in the local network and domain during the start up of the application. All available LDAP servers are added to the list in the top of the dialogue.
Map LDAP attributes to job ticket items Map LDAP attributes to job ticket items Introduction You can map information that is available within the LDAP server to job ticket items. The job ticket items then automatically receive the data from the LDAP attribute. Add a mapping Procedure 1. Enable the [Collect user data from this LDAP server] option. 2. Click the [Set &ticket mapping] button. The [Map LDAP attributes to job ticket items] dialog opens. 3. Click the [Add] button. 4.
Edit profile mappings Edit profile mappings Introduction You can map information that is available within the LDAP server to the [Profile settings] of the [Web Submission] users. The [Profile settings] of the [Web Submission] users then automatically receive the data from the LDAP server. • If the LDAP attribute contains a value, the associated profile attribute is filled in. The Web Submission user cannot change the profile attribute.
[Email settings] [Email settings] Configure Email settings You can configure the: • Email settings of the print room • SMTP server used by the Operator Console Item Description [Email address:] You can specify the e-mail address that will be used in the 'From' field of the e-mail message. When the e-mail message cannot be delivered to the user, the error message will be sent to this address. [Name:] You can specify the name that will be used in the 'From' field of the email message.
Configure Email settings NOTE Use the 'Operator console' application to specify the contents of the E-mail messages. [Advanced email settings] NOTE "[Advanced email settings]" is not available if the Cc address is not filled in or not filled correctly. 1. Click the Advanced button. The [Advanced email settings] dialog opens. 2. You can define that an email is sent to the cc address(es) when: • [The job is accepted.] • [The job is ready.] • [The proof PDF is sent.] • [The job is finalized.
[Profile settings] [Profile settings] Edit profile settings Introduction You can map the [Profile settings] of the [Web Submission] user to job ticket items. When the [Web Submission] user submits a job, the job ticket items automatically receives the data from the [Profile settings]. • If the profile attribute contains a value, the associated job ticket item is filled in automatically. The Web Submission user cannot change the job ticket item.
[User settings] [User settings] Add or edit a user Introduction You can configure the [Budget management] for each user in the [User settings] dialog. You can also configure the [Budget management] for the user groups. The [Budget management] settings do not overwrite each other. The [Budget management] settings for the user are applied to the user and the [Budget management] settings for the user group are applied to the user group.
Add or edit a user Setting Description [Confirm password:] Confirm the password. [Budget management] In [User settings] and [User group settings] you can define the [Budget management] workflow for separate users and user groups. [Budget] Define the budget for all jobs for this user. You can type a value in the drop-down list for the budget. The default value is [Default]. • [Default]: The budget for this user is the value of option [Budget] in the [Default cost settings] dialog.
Add or edit a user Setting Description [Maximum job cost at level {0}:] Define a maximum job cost for the current level. When the job cost exceeds the maximum job cost, a job cost approver of the current level must approve or reject the job. If the job cost exceeds the maximum job cost of the next level, a job cost approver of that level must also approve or reject the job. The default value is [Default].
Import a user Import a user Procedure 1. Click the [Import] button. The [Import users] dialog opens. 2. Select an LDAP server from the drop-down list for option 'Select LDAP server'. 3. Select which user(s) you want to import from the LDAP server. NOTE To be able to import groups or users from a LDAP server, the test connection should be successful. NOTE 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.
Remove a user Remove a user Procedure 1. Select a user in the list of users. 2. Click the [Remove] button. The user is removed from the list of users. 52 Chapter 1 - Global settings PRISMAdirect v1.
Refresh the list of users Refresh the list of users Procedure 1. Click button [Refresh] to update the list of users. The list of users is usually updated automatically. NOTE You use refresh only in exceptional cases when something went wrong and the automatic refresh did not work. PRISMAdirect v1.
[User group settings] [User group settings] Add or edit a user group Introduction You can define the default cost settings for each user in the [User settings] dialog. When a user is part of a user group, the [User group settings] overwrite the default cost settings of the user. You can configure the [Budget management] for each user in the [User settings] dialog. You can also configure the [Budget management] for the user groups. The [Budget management] settings do not overwrite each other.
Add or edit a user group Setting Description Used budget The used budget for this user group is displayed on the right of the [Budget] option. [Send email to job cost approver(s) when the total job cost exceeds:] Define a percentage of the [Budget]. When this percentage of the budget is exceeded, an email message is sent to the job cost approver of the customer. The [Job cost approver] for level 1 is defined by the customer in the [Preferences] dialog of the [Web Submission].
Add or edit a user group Setting Description [Email address of job cost approver(s):] Define the email address of the job cost approver(s) for level 1. When you add more than one email address, you must use a semicolon to separate the addresses. These job cost approver(s) must approve or reject the job when the job cost exceeds the maximum job cost for level 1. NOTE You can only define the job cost approver(s) for level 1.
Add or edit a user group Setting Description [Job quote] • [Use global settings] Use the settings for [Job quote] as defined in the [Default cost settings] dialog. • [Use custom value(s)] Use custom settings for [Job quote] for this user group. NOTE In the Job Ticket Editor, the system administrator selects a job quotation formula for each product. The formulas in the product overrule the formulas assigned to the user group in this dialog.
Define a query Setting Description [Use file hosting providers] • [Use global settings] Use the settings for [File hosting providers] as defined in the [File hosting providers] dialog. • [Use custom value(s)] You can enable or disable the use of file hosting providers. NOTE You can select which payment providers are available in the [Default cost settings] dialog. [Payment settings] You can enable or disable the payment service for this user group.
Define a query Type Valid value Invalid value Dates '1/1/10' 1/1/10 Enumeration 'Enum_value' Enum_value Boolean 'True' True 2. Example of a valid SQL query: [Date] >= '1/1/10' PRISMAdirect v1.
Copy a user group Copy a user group Procedure 1. 2. 3. 4. 60 Select a user group. Click the [Copy] button. Define a group name. Click the [OK] button. A new user group is created with the same settings as the selected user group. Chapter 1 - Global settings PRISMAdirect v1.
Import a user group Import a user group Procedure 1. You can import user groups from an LDAP server, or from a file. Click button [Import from file]. Browse to the file. Click the [Open] button. The user group is imported. NOTE The file type can be csv or xml. The next steps describe how you can import a user group from an LDAP server. 2. Click button [Import from LDAP]. The [Import LDAP user groups] dialog opens. 3. Select an LDAP server from the drop-down list for option 'Select LDAP server'. 4.
Export a user group Export a user group Procedure 1. Click button [Export to file]. NOTE Groups imported from LDAP servers can not be exported to a file. 2. Browse to a location. 3. Define a name for the file. 4. Select the file type. The file type can be csv or xml. 5. Click the [Save] button. 62 Chapter 1 - Global settings PRISMAdirect v1.
Remove a user group Remove a user group Procedure 1. Select a user group in the list of user groups. NOTE Groups imported from LDAP servers can not be deleted . 2. Click the [Remove] button. The user group is removed from the list of user groups. PRISMAdirect v1.
Refresh the list of user groups Refresh the list of user groups Procedure 1. Click the [Refresh] button to update the list of user groups. The list of user groups is usually updated automatically. NOTE You use refresh only in exceptional cases when something went wrong and the automatic refresh did not work. 64 Chapter 1 - Global settings PRISMAdirect v1.
[Preflight settings] [Preflight settings] Configure the preflight rules Introduction [You can configure the preflight settings in this dialog.] 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.
Configure the preflight rules A violation of the rule is detected. The violation of the rule must be fixed by the preflight operation. 4. You can define a [Timeout for preflight [min.]]. Enable the [Timeout value for preflight [min.]] option and define a value. The value is the timeout value in minutes. When the timeout value is exceeded, the preflight operation is canceled. Click [OK]. 5. 66 Chapter 1 - Global settings PRISMAdirect v1.
[Archive settings] [Archive settings] Edit the archive settings Introduction [You can configure the archive settings in this dialog.] Procedure 1. Click [Edit] to start the [Edit archive settings] dialog. 2. Option [Enable Océ PRISMAaccess archive module]: • Enabled: the Océ PRISMAaccess archive module is available in the Operator Console. • Disabled: The Océ PRISMAaccess archive module is not available in the Operator Console. NOTE A license is required to use the Océ PRISMAaccess archive module. 3.
Manage filters Manage filters Introduction You can create custom filters. The custom filter are SQL queries. The custom filters become available in the [Operator Console]. Add or edit a custom filter Procedure 1. Define the [Assign filter to operators:] option. You can assign the filter to one or more operators. 2. Define the filter name. NOTE The name of the filter must be unique. 3. You can type a description of the filter. 4. Add or edit the filter.
Delete a custom filter Delete a custom filter Procedure 1. Select a custom filter from the list of filters. 2. Click the [Remove] button. The custom filter is removed from the list of filters. PRISMAdirect v1.
Refresh the list of custom filters Refresh the list of custom filters Procedure 1. Click the [Refresh] button to update the list of custom filters. 70 Chapter 1 - Global settings PRISMAdirect v1.
[Clone printers] [Clone printers] Introduction You have several Operator Consoles installed. The printer drivers are installed and configured on one of the Operator Consoles. You can clone the printer drivers. Cloning means that the printer drivers are automatically installed and configured on another [Operator Console]. The [Clone printers] procedure consists of the following two steps: 1. Collect the printer data of the printer drivers.
[Clone printer(s)] [Clone printer(s)] Before you begin The printer data must be collected. Once the printer data is collected, you can clone the printer driver(s). Do this procedure on each [Operator Console] where you want to clone the printer driver(s). Procedure 1. Click the [Clone printer(s)] button. 2. 3. 4. 5. The [Printer data] dialog opens. The [Printer data] dialog displays: • The printer driver(s) for which printer data is collected.
[Delete collected printer data] [Delete collected printer data] Before you begin The printer data must be collected. Procedure 1. Click the [Delete collected printer data] button. The [Printer data] dialog opens. 2. Select the system that contains the collected printer data. 3. Select for which printers you want to delete the collected printer data. 4. Click the [OK] button. The collected printer data is deleted for the selected printers, 5. Close the [Collect printer data] dialog. PRISMAdirect v1.
[File hosting settings] [File hosting settings] Manage the file hosting settings Introduction [You can manage the file hosting providers in this dialog.] The file hosting providers provide an Internet hosting service specifically designed to host user files. When you enable file hosting providers, the users can add files from the hosting service the "cloud" - to their job. Procedure 1. Click [Edit] to start the [Manage file hosting settings] dialog. 2.
Chapter 2 Central server
Copyright Copyright © 2015, Océ All rights reserved. No part of this work may be reproduced, copied, adapted, or transmitted in any form or by any means without written permission from Océ. Océ makes no representation or warranties with respect to the contents hereof and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose.
Trademarks 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 Software version This documentation describes the functionality of PRISMAdirect v1.2. 78 Chapter 2 - Central server PRISMAdirect v1.
[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. PRISMAdirect v1.
[General settings] [General settings] Define the [General settings] Introduction [You can configure the general settings in this dialog.] [General settings] General details Setting Description [Collection of job data] Enable this option to collect data of the jobs in the application and the operations performed on the jobs. NOTE Collection of job data can impact the performance of the application.
[Import service settings] [Import service settings] Add an import folder Introduction The operator can manually import jobs into the [Operator Console], but it is also possible to automatically import jobs. You can automatically import PDF files into the [Operator Console] via import folders. Procedure 1. Click the [Edit] button. The [Edit import service settings] dialog opens. 2. Click the [Add] button. The [Edit import folder settings] dialog opens. 3. Define the [Import folder path].
Add an import folder • [Default ticket job] This import folder accepts only PDF files. Click button ‘Edit default ticket’ to define a custom ticket for all jobs in this particular import folder. The jobs will be imported using the current Default Generic Product. • [PDF only job] This import folder accepts only PDF files The jobs will be imported using the current Default Generic Product. • [Scanned job] This import folder accepts only scanned files.
Pause the import service Pause the import service Introduction You can pause the automatic import of jobs from the configured import folders. Disable option [Pause import service:] to start the automatic import service again. Procedure 1. Click the [Edit] button. 2. Enable the [Pause import service:] option. The import service is paused. Jobs are not imported anymore. Related information Restart the import service on page 84 PRISMAdirect v1.
Restart the import service Restart the import service Procedure 1. Click the [Edit] button. 2. Disable the [Pause import service:] option. The import service is restarted. 84 Chapter 2 - Central server PRISMAdirect v1.
Define the trace level Define the trace level Introduction You can define the trace level for the import service. Procedure 1. Click the [Edit] button. 2. Define the trace level: • [Debug] The [Debug] trace level provides the most detailed log information. • [Error] The errors are logged. • [Info] The errors and information messages are logged NOTE The [Debug] trace level can impact the performance of the application. PRISMAdirect v1.
[Export service settings] [Export service settings] Add or edit an export folder Introduction The operator can manually export jobs from the [Operator Console], but it is also possible to automatically export jobs. You can automatically export jobs from the [Operator Console] via export folders. You must create an export query. If the query is valid for a job, then that job is exported. By default, all available files of a job are exported.
Define a query • The available job ticket items • The available operators • The additional operators: ', ", +, -, /, % The following rules apply: • Numbers are integers. A decimal separator is not allowed. • String values are enclosed in quotation marks. • Dates are enclosed in quotation marks. A date must be a valid date according to the regional settings of the computer. • Enumeration values are enclosed in quotation marks. • Boolean values are enclosed in quotation marks.
Define the path to the job ticket for exported jobs Define the path to the job ticket for exported jobs Introduction A default job ticket is used for the jobs in the [Operator Console]. When jobs are exported, they are exported with the current default job ticket. This default job ticket can be changed in the [Job Ticket Editor]. When the default job ticket is changed, the jobs in the [Operator Console] are automatically updated. However, the job ticket of the exported jobs must also be updated.
Pause the export service Pause the export service Introduction You can pause the automatic export of jobs from the configured export folders. Procedure 1. Click the [Edit] button. 2. Enable the [Pause export service:] option. The export service is paused. Jobs are not exported anymore. Related information Restart the export service on page 90 PRISMAdirect v1.
Restart the export service Restart the export service Procedure 1. Click the [Edit] button. 2. Disable the [Pause export service:] option. The export service is restarted. 90 Chapter 2 - Central server PRISMAdirect v1.
Define the trace level Define the trace level Introduction You can define the trace level for the export service. Procedure 1. Click the [Edit] button. 2. Define the trace level: • [Debug] The [Debug] trace level provides the most detailed log information. • [Error] The errors are logged. • [Info] The errors and information messages are logged NOTE The [Debug] trace level can impact the performance of the application. PRISMAdirect v1.
[Ticket mappings] [Ticket mappings] Use job ticket settings in printer driver Introduction You can use the values in the job ticket directly in the corresponding settings in the printer driver. You can create [PTT mappings] and [UPP mappings]. You can use the [UPP mappings] for a printer, when the printer is available in the drop-down list of the [UPP mappings]. All the printers installed on your machine that support the [UPP mappings] will be available in the drop-down list of the [UPP mappings].
Use job ticket settings in printer driver 6. Repeat above steps for each job ticket item that you want to use in the printer driver. For example: You can use a job ticket item like 'Document type' with value 'Internal report' for multiple printer settings in the printer driver. You can use this job ticket key 'Internal report' for the printer driver settings 'Duplex = On' and 'Staple = Off'.
Use job tickets settings in document Use job tickets settings in document Introduction You can use the values of the job ticket items in document attributes. The document attributes are used when you page program the document. The job ticket items that you can use are defined in the [Job Ticket Editor]. You can use job ticket items of type: [Text], [Choice], [Yes/No] and [Number]. NOTE Job ticket item [Copies] is only visible when the document is printed.
Backup and restore Backup and restore Introduction It is recommended that you create a backup after each installation and patch installation. You can do a backup and restore of: • The [Configurations] of the application. • The jobs on the [Central server]. When you backup the [Configurations], you create a backup of: • The job ticket definition. • The used job tickets settings in the document attributes. • The general configurations of the application.
Backup Select the [Use custom user] option. Define the credentials of the custom user for the JDF Framework. Click [Test connection] to test the credentials. NOTE If you click button [OK] while the custom user has insufficient rights to the SQL server, the backup file is not created. • To create the backup file with the credentials of the logged in user: Deselect the [Use custom user] option. Click the [OK] button. The [Configurations] backup file is created. 5. Click button [Job data].
Restore Restore Procedure 1. The [PRISMAaccess Administration] must be open. Close all other parts of the application on all workstations. 2. Click the [Configurations ]button. 3. Browse to the folder where the [Configurations] backup file is located. 4. Click the [Open] button. The [Login information for SQL server] dialog opens. • To restore the backup file with the credentials of a custom user: The custom user must have login rights and system administrator rights to the SQL server.
Corrupted jobs Corrupted jobs Introduction The [Operator Console] can contain jobs that remain with the internal state [Failed], [Editing], [Uploading], [Preparing], [Converting], [Preflighting], [Merging], [Printing], [Redistilling], [Exporting] or [Closing]. These jobs are corrupt. Corrupt jobs cannot be deleted in the [Operator Console]. Corrupt jobs must be deleted in the [PRISMAaccess Administration]. Delete corrupted jobs Procedure 1. Select a job from the list of corrupted jobs. 2.
Save corrupted jobs Save corrupted jobs Procedure 1. Select a job from the list of corrupted jobs. 2. Click the [Save] button. 3. Browse to a location. Click the [Save] button. The corrupted job and the job ticket are saved. NOTE The saved job and job ticket can be sent to the help desk to analyze why the job became corrupted. PRISMAdirect v1.
Refresh the list of corrupted jobs Refresh the list of corrupted jobs Procedure 1. Click button [Refresh] to update the list of corrupted jobs. The list of corrupted jobs is not updated automatically. 100 Chapter 2 - Central server PRISMAdirect v1.
[JDF service settings] [JDF service settings] Introduction In this dialog you can setup the JDF access points. JDF access points can be used to transfer jobs to PRISMAdirect and receive status information back from PRISMAdirect. 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.
Add or edit JDF access points If you want to use [Custom authentication] you need to specify the following credentials : [User name:] and [Password:]. Here a valid PRISMAaccess user and its password must be provided. You can use the [Test connection] button to check the entered credentials. 5. If you want to use your own [Mapping files] you have to define the [Mapping files] section. Enable [Use custom mapping files]. Use the browse button to browse to the mapping files that you want to use.
Delete a [JDF access point] Delete a [JDF access point] Procedure 1. Click the [Edit] button 2. Select the [JDF access point] that you want to delete. 3. Click the [Delete] button You will receive the warning [Do you want to delete the JDF access point?]. Click [Yes]. 4. Click [OK] to return to the main screen. You receive a notification that the JDF service is restarted. PRISMAdirect v1.
Enable or disable JDF access points Enable or disable JDF access points Procedure 1. Click the [Edit] button The [Configure JDF access point(s)] dialog opens. The dialog offers an overview of all available JDF access points. 2. Use the check box in column [Enabled] to enable or disable the [JDF access point]. 3. Click [OK] to return to the main screen. You receive a notification that the JDF service is restarted. 104 Chapter 2 - Central server PRISMAdirect v1.
Pause or restart the JDF service Pause or restart the JDF service Procedure 1. Click the [Edit] button The [Configure JDF access point(s)] dialog opens. 2. Use the [Pause JDF service] check box to pause or restart the JDF service. 3. Click [OK] to return to the main screen. You will receive a notification that the JDF service has been restarted. PRISMAdirect v1.
Pause or restart the JDF service 106 Chapter 2 - Central server PRISMAdirect v1.
Chapter 3 Web server
Copyright Copyright © 2015, Océ All rights reserved. No part of this work may be reproduced, copied, adapted, or transmitted in any form or by any means without written permission from Océ. Océ makes no representation or warranties with respect to the contents hereof and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose.
Trademarks 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 Software version This documentation describes the functionality of PRISMAdirect v1.2. 110 Chapter 3 - Web server PRISMAdirect v1.
[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. PRISMAdirect v1.
[General settings] [General settings] Define the General settings Introduction [You can configure the general settings in this dialog.] Procedure 1. Click the [Edit] button. The [Edit general settings] dialog opens. 2. Define the [General settings]: General details Setting Description [Security] You can select the following options: • [Use secure connections (HTTPS)] Use this option to specify if you want to use the secure HTTPS connection for Web Submission.
Define the General settings Setting Description [Login page] You can select the following options: • [Language:] Select the language of the Web Submission logon page here. • [Web Submission 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.
[Edit desk submission users] [Edit desk submission users] Procedure 1. Click the [Edit] button. The [Edit general settings] dialog opens. 2. Click the [Change] button in the [Desk submission users:] area. The [Edit desk submission users] dialog opens. 3. Select the group of users. 4. Select a user. 5. Click the [Add] button. The user has Desk Submission rights. 114 Chapter 3 - Web server PRISMAdirect v1.
[Contact information settings] [Contact information settings] [Define contact information] Introduction [You can configure the contact information in this dialog.] The [Contact information settings] are used for the [Support] link in [Web Submission]. [Contact information settings] Contact information details 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.
[Automatic process settings] [Automatic process settings] [Automatic process settings] Introduction [You can configure the automatic process settings in this dialog.] The automatic conversion service converts non-PDF files to PDF. The service uploads both the original files and the converted files. The automatic merge service merges two or more PDF files into one PDF file. For example, two or more PDF files are automatically merged when you view a job with multiple PDF files.
Define the trace level Define the trace level Procedure 1. Click the [Edit] button. 2. Define the trace level: • [Debug] The [Debug] trace level provides the most detailed log information. • [Error] The errors are logged. • [Info] The errors and information messages are logged NOTE The [Debug] trace level can impact the performance of the application. PRISMAdirect v1.
[Certificates settings] [Certificates settings] Introduction Introduction Web Submission allows you to create your own (self-signed) Certificates. With option [&Remove certificate], you can remove self-signed Certificates. NOTE The 'Installed Certificates' table lists all installed Certificates. NOTE Select option [Show self-signed certificates only] to view company defined Certificates only.
Create self-signed certificate Create self-signed certificate 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. NOTE Select option [Show self-signed certificates only] to view company defined Certificates only. Procedure 1. Click button [Create certificate]. The [Create self-signed certificate] dialog opens. 2. Define all [Certificate items]. 3.
Remove certificate Remove certificate Introduction You can only remove self-signed Certificates here. Procedure 1. Select the Certificate that you want to remove in the 'Installed Certificates' list. 2. Click 'Remove Certificate' on the 'Certificates' tab. A dialog will appear that asks you to confirm. 3. Click 'OK' to remove the selected Certificate. NOTE You can only remove self-signed Certificates here. 120 Chapter 3 - Web server PRISMAdirect v1.
[JDD service settings] [JDD service settings] Introduction The Job Data Dispatcher (JDD) service is used by the [Web Submission] to submit jobs to the [Central server]. 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 Central 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.
Define the trace level Define the trace level Procedure 1. Click the [Edit] button. 2. Define the trace level: • [Debug] The [Debug] trace level provides the most detailed log information. • [Error] The errors are logged. • [Info] The errors and information messages are logged NOTE The [Debug] trace level can impact the performance of the application. 122 Chapter 3 - Web server PRISMAdirect v1.
Resubmit a failed job Resubmit a failed job Procedure 1. Select a failed job. You can select only one job at a time. 2. Click the button [Resubmit.] The job is submitted. If the job is received on the [Central server], the job is removed from the list. 3. Click the [Refresh] button to update the list of failed jobs. The list of failed jobs is not updated automatically. PRISMAdirect v1.
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. 124 Chapter 3 - Web server PRISMAdirect v1.
Backup and restore Backup and restore Introduction You can do a backup and restore of: • The [&Configurations] of the application. When you backup the [&Configurations], you create a backup of: • The configuration of the local [Web server]. If more than one [Web server] is installed, the backup procedure must be executed for each [Web server]. The backup file for the [&Configurations] is a password protected zip file. NOTE You can only restore a backup file when: • The computer name is the same.
Restore Restore Procedure 1. The System Administration must be open. Close all other parts of the application on all workstations. 2. Click the [Configurations ]button. 3. Browse to the folder where the [Configurations] backup file is located. 4. Click the [Open] button. The [Configurations] of the application are restored. NOTE You can only restore a backup file when: • The computer name is the same. • The installation paths are the same.
LDAP servers LDAP servers Introduction The [LDAP servers] dialog displays the LDAP servers which are available to the application. The application searches for LDAP servers in the local network and domain during the start up of the application. All available LDAP servers are added to the list in the top of the dialogue. The LDAP servers can be added to two different lists: • [Servers used for authentication:] The first LDAP server in the list is used for the authentication of a user.
Refresh the LDAP information Refresh the LDAP information Click [Refresh] to refresh the generic info about the LDAP, users and groups part of that LDAP. PRISMAdirect stores some information about each LDAP locally. The information regards generic info about the LDAP, users and groups part of that LDAP. In order for it to be in sync with the real information, a service synchronizes this information automatically once a day, at midnight.
Add or edit an LDAP server Add or edit an LDAP server Procedure 1. Click [Add] or [Edit] to open the [Edit LDAP server settings] dialog. When you add a new LDAP server you have to configure the LDAP server settings. 2. You can configure the LDAP server(s) in this dialogue. Setting Description [Domain name for LDAP server:] You can define a custom name for the LDAP server. The custom name must be unique. NOTE An LDAP server can be used for Windows authentication of users.
Add or edit an LDAP server Setting Description [LDAP server user name:] You must supply a user name and password to retrieve information from the LDAP server. NOTE This option is available when you have selected [Credentials policy: ] [Use the credentials which are stored on the LDAP server]. [LDAP user password:] You must supply a user name and password to retrieve information from the LDAP server.
Add or edit an LDAP server Setting Description [User filter:] A default user filter is created automatically for new LDAP servers. You must define: 1. [Domain name for LDAP server:] 2. [Credentials policy: ] 3. [Server address:] 4. [Server type:] 5. Click the [OK] button. 6. Select the new LDAP server. Click the [Edit] button. The default filter is now available in the [Edit LDAP server settings] dialog. You can edit the filter.
Advanced settings Setting Description [LDAP attribute for group name:] You can define the LDAP attribute that contains the group name. NOTE The default LDAP attribute is used for the group name if this field is left empty. The default LDAP attribute depends on the server type. Advanced settings Authentication types You can select an authentication type for the [Authentication used to connect to LDAP server:] option and the [Authentication used to connect user to the LDAP server:] option.
Advanced settings Authentication type Description AnonymousAndFastServerBind This is the Anonymous authentication type combined with ServerBind and FastBind optimizations. Possible usage: ActiveDirectory, but this authentication type is not recommended. Secure Secure is the Windows authentication method, which relies on the Windows Security Support Provider Interface (SSPI). The SSPI usually selects the Windows Negotiate protocol with Kerberos or NTLM authentication.
Advanced settings 134 Authentication type Description FastSecureSocketLayer This is the SecureSocketLayer authentication type combined with the FastBind optimisation for ADSI-based connectors, or FastConcurrentBinding optimisation for non-ADSI connectors. Possible usage: SunDirectoryServer, NativeLDAP, NativeADS. This authentication type is recommended. ActiveDirectoryFastSecureBinding This is the Secure authentication type combined with the Sealing, Signing and FastBind optimization.
Advanced settings Authentication type Description NTML The NTML authentication is almost the same as Secure authentication. NTML results in NTML authentication. WARNING: Negotiate is preferred over NTML. Possible usage: ADAM and NativeLDAP connectors against a Windows-based LDAP server. Digest This is the Windows Digest Access authentication. Possible usage: ADAM and NativeLDAP connectors against a Windows-based LDAP server.
Advanced settings Every user who logs on to the application with an [LDAP server user name:] and an [LDAP user password:] is created automatically. The [User type] of an automatically created user becomes: • [Windows user] if the user is authenticated via Windows authentication. • [LDAP user] if the user is authenticated via Forms authentication. An automatically created user belongs to the [Group] of 'Submitters'. The users in the 'Submitters' group can access the [Web Submission].
Test the connection Test the connection Procedure 1. Click [Test connection] to test the connection to the selected LDAP server. The connection status of each LDAP server is displayed in column [Status].
Use LDAP server for authentication Use LDAP server for authentication Introduction The [LDAP servers] dialog displays the LDAP servers which are available to the application. The application searches for LDAP servers in the local network and domain during the start up of the application. All available LDAP servers are added to the list in the top of the dialogue.
Map LDAP attributes to job ticket items Map LDAP attributes to job ticket items Introduction You can map information that is available within the LDAP server to job ticket items. The job ticket items then automatically receive the data from the LDAP attribute. Add a mapping Procedure 1. Enable the [Collect user data from this LDAP server] option. 2. Click the [Set &ticket mapping] button. The [Map LDAP attributes to job ticket items] dialog opens. 3. Click the [Add] button. 4.
Edit profile mappings Edit profile mappings Introduction You can map information that is available within the LDAP server to the [Profile settings] of the [Web Submission] users. The [Profile settings] of the [Web Submission] users then automatically receive the data from the LDAP server. • If the LDAP attribute contains a value, the associated profile attribute is filled in. The Web Submission user cannot change the profile attribute.
File hosting and payment settings File hosting and payment settings Manage the file hosting and payment settings Introduction The file hosting providers provide an Internet hosting service specifically designed to host user files. When you select one or more file hosting providers, the users can add files from the hosting service - the "cloud" - to their job. You must enable the file hosting providers in PRISMAdirect.
Manage the file hosting and payment settings Setting Description [File hosting providers] Click [Edit] to configure the file hosting provider. For example, you can define the [Consumer Key] and the [Consumer Secret] when you use the Dropbox API. NOTE You can select the file hosting providers for PRISMAdirect in the dialog [Manage file hosting settings] of section [Global settings] in the System Administration.
Manage the file hosting and payment settings Setting Description [JDD service user:] The read-only text box displays the current JDD service user. Click [Test connection] to test if the defined user has Internet access. ['PrintroomAppPool' application pool user:] The read-only text box displays the current 'PrintroomAppPool' application pool user. Click [Test connection] to test if the defined user has Internet access. Change the users 1. Click the [Change] button.
Manage the file hosting and payment settings 144 Chapter 3 - Web server PRISMAdirect v1.
Chapter 4 Generic application
Copyright Copyright © 2015, Océ All rights reserved. No part of this work may be reproduced, copied, adapted, or transmitted in any form or by any means without written permission from Océ. Océ makes no representation or warranties with respect to the contents hereof and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose.
Trademarks 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 Software version This documentation describes the functionality of PRISMAdirect v1.2. 148 Chapter 4 - Generic application PRISMAdirect v1.
Introduction Introduction In a distributed system, the [Generic component] is installed on all components of PRISMAdirect. PRISMAdirect v1.
Operator Console settings Operator Console settings Define the [Operator Console settings] Introduction You can define the [Operator Console settings] here. Procedure 1. Click the [Edit] button. The [Edit Operator Console settings] dialog opens. 2. Define the [Preview resolution (in DPI):] You can define the resolution of the preview of the job in the [Operator Console]. The higher the resolution, the higher the quality of the preview.
General Settings General Settings Define the general settings Introduction This application installs services in the Services dialog of Microsoft Windows. You must define the login information for the installed services. Procedure 1. Click the [Edit] button. The [Edit general settings] dialog opens. 2. Define the [Central server name]. The Central server stores all submitted jobs. You can define the server address in Fully Qualified Domain Name (FQDN). For example, .company.nl.
Clean-up Settings Clean-up Settings Define 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. Click the [Edit] button. The [Edit clean-up service settings] dialog opens. 2. Define the [Number of hours between two clean-up operations:].
Define the trace level Define the trace level Procedure 1. Click the [Edit] button. 2. Define the trace level: • [Debug] The [Debug] trace level provides the most detailed log information. • [Error] The errors are logged. • [Info] The errors and information messages are logged NOTE The [Debug] trace level can impact the performance of the application. PRISMAdirect v1.
License Settings License Settings Define the license server settings Procedure 1. Click the [Edit] button. The [Define license server settings] dialog opens. 2. Define the [License server name:]. Define the name or IP address of the license server. You can define the license server name in Fully Qualified Domain Name (FQDN). For example, .company.nl. 3. Define the [Port:]. Define which port of the license server is used. 154 Chapter 4 - Generic application PRISMAdirect v1.
Index Index A S Allow the operator to change the files of submitted jobs........................................................ 12 Allow Web Submission user to change the language..................................................................12 Always add the JobID to the subject of the email... 12 Archive folder......................................................... 80 Authentication................................................ 42, 138 Security..................................................
Index 156 PRISMAdirect v1.
Canon Inc. www.canon.com Canon U.S.A., Inc. www.usa.canon.com Canon Canada Inc. www.canon.ca Canon Europa Inc. www.canon-europe.com Canon Latin America Inc. www.cla.canon.com Canon Australia PTY. Ltd www.canon.com.au Canon China Co., Ltd www.canon.com.cn Canon Singapore PTE. Ltd www.canon.com.sg Canon Hongkong Co., Ltd www.canon.com.hk © CANON INC. & Océ Holding B.V.
