Xerox FreeFlow Web Services User guide

Site

Customization

User Guide

for FreeFlow

®

Web Services

Version 5.0, July 2006

701P45332

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Contents

Introduction .... .....................................................................................................................5

Chapter One: The Skin Window................................................................. 7

TheSkinLibrary..................................................................................................................10

SkinList............ ...................................................................................................................11

SearchSkin....... ...................................................................................................................13

AssigntoCustomer ............................................................................................................15

AssigningSkinstoCustomers ..........................................................................................15

Chapter Two: The Skin Editor.................................................................. 17

LoginPage ....... ...................................................................................................................20

LoginPageToolbar.............................................................................................................21

SiteFrame......... ...................................................................................................................29

EditPrivilegeTabbedBar..................................................................................................30

SiteFrameToolbar..............................................................................................................30

AdministratorPrivilege .....................................................................................................31

Supervisor,Designer,User,andSuperUserPrivileges ................................................40

e‐MailBanner .. ...................................................................................................................43

e‐MailBannerToolbar........................................................................................................44

CatalogBanner ...................................................................................................................49

CatalogBannerToolbar .....................................................................................................50

StyleSheet........ ...................................................................................................................55

EditingSub‐panels..............................................................................................................55

Buttons.............. ...................................................................................................................57

Fonts ................. ...................................................................................................................60

ControlButtons ...................................................................................................................61

PreviewPane ... ...................................................................................................................62

Chapter Three: Appendix ........................................................................... 63

SiteCustomizationInstallationGuide ............................................................................. 65

ConvertingHTMLpagesto.mhtfiles .............................................................................66

TheCustomerPreferencesPanel ......................................................................................66

ImageManagement‐Download ......................................................................................67

PrivilegeSensitivity............................................................................................................68

Introduction

SiteCustomization,theFreeFlowWebServicesbrandingandpersonalizationapplication,hasbeendesignedto

providePrintProviderswiththeabilitytocreatebrandedapplicationsfortheirPrintBuyercustomers,in

ordertoenabletheircustomerstomaintaintheirowncorporateidentitieswhileprovidingapersonalized

service.

SiteCustomizationisan

independentcomponentthatisactivatedthroughtheappropriatelicensing,upon

purchase.

ThedevelopmentandthedesignofSiteCustomizationcovertwospheresofendeavor:

• Look&Feel–whichenablescompletedesigncontrolofthetopandleftbarsoftheinterface,andstyling

control(fonts,color,sizeetc.),

ofthemainapplicationwindow

• Workflow–whichenablesthePrintProvidertocustomizetheworkflowperscheme(i.e.permission

environmentandaccesspaths)

TheobjectiveoftheSiteCustomizationapplicationisto:

• ProvidePrintProviderswithasimpleandintuitivebrandingtool

• EnablePrintProviderstoimport

existingdesignstotheapplication

• EnablePrintProviderstoimportpre‐madeMHT

1

designs

• Provideadjustmenttoolsfortheapplication

• Provideactivationtools(i.e.buttons,logosetc.)fortheutilities

Notes:

1. The created SiteCustomizationskins are a part of the Print Provider properties

2. The skins must be prepared by a designer who has knowledge of basic HTML design as well as the

operation of HTML design tools.

1

MHT is a form of HTML that is saved such that it will include all the HTML elements in one package. When

uploading, FreeFlow Web Services analyzes the file and automatically places all elements into the correct locations.

The use of this upload method ensures the design’s validity.

Chapter One: The Skin Window

The Skin Library Chapter One: The Skin Window

Site Customization User Guide 9

TheSiteCustomizationoptionisaccessedthroughtheBrandingwindowfoundonthePrintProviderside,

underManagement/Branding.

TheBrandingwindowisdividedintothefollowingtwopanes:

• SkinLibrary

• AssignedtoCustomers

Chapter One: The Skin Window The Skin Library

10 Site Customization User Guide

The Skin Library

TheSkinLibrarydisplaysalistofskinnamesthathavebeenenteredintothesystem.WhenaPrintProvider

designer

2

entersaSkinnameintothesystem,thedesignercanthendefinetheappearanceofthatparticular

skin.ThedesignerhastheabilitytoaddordeleteSkinnames,aswellasselecttheSkinnamesofexisting

skinsforthepurposeofelicitinginformationandediting.Thedesignerhas

theabilitytorenameaSkin

name,aswellastheabilitytodefinewhichoftheSkinnamesisthedefaultSkinname.

Note:

When a Skin name is selected in the Skin list, the Skin name appears in the Assigned to Customers pane.

TheSkinLibraryiscomposedofthefollowingtwoelements:

• SkinList

• SearchSkin

2

The individual(s) entrusted by the Print Provider to set up the SiteCustomizationapplication.

The Skin Library Chapter One: The Skin Window

Site Customization User Guide 11

Skin List

TheSkinListcontainsalistofalloftheSkinnamesaswellasthefollowingListManagementbuttons:

NewSkin EnablesaddingnewSkinnamestotheSkinlist.

RenameSkin Allowsrenamingspecificskins.

DeleteSkin EnablesdeletingspecificskinsfromtheSkinlist.

DuplicateSkin EnablesduplicatingaspecificskinfromtheSkinlist.

SetAsDefault AllowsdeterminingwhichskinistheDefaultskin.

Adding a New Skin

Inordertocreateanew,definedskin,thedesignerbeginsbyaddinganewSkinnametotheSkinlist.When

anewSkinnamehasbeenadded,afolderbearingthenewSkinnameisautomaticallyplaced

intheImage

Bank,underSiteCustomization.

Note:

The Skin name must be a unique value. When duplicated, the new skin name is called Copy of ‘skin name’

(see Duplicate Skin below). Likewise, the respective folder in the Image Bank will also be called Copy of

‘skin name’.

ToaddanewskintotheSkinlist,carryoutthefollowingsteps:

1 ClickontheNewSkinbutton;theAddNewSkindialogboxappears.

2 EnterauniquenameandthenclickonOK;thenewskinnameappearsintheSkinlist.

3 Tocreateanew,definedskin,clickonthenewskinnameandthenclickon

theSkinEditorbutton(see

TheSkinEditor,p.17).

Chapter One: The Skin Window The Skin Library

12 Site Customization User Guide

Renaming a Skin

TorenameaskinlocatedintheSkinlist,carryoutthefollowingsteps:

1 Clickonthetargetskinname;thetargetskinnameisselected.

2 ClickonRenameSkin;theRenameSkindialogboxappears.

3 EnteranewnameintotheSkinnamebox.

4 ClickonOK;thenewskinnameappearsintheSkinlist.

Deleting a Skin

Todelete

askinfromtheSkinlist,carryoutthefollowingsteps:

1 Clickonthetargetskinname;thetargetskinnameisselected.

2 ClickonDeleteSkin;theDeleteSkinconfirmationdialogboxappears.

3 ClickonYes;thetargetskindisappearsfromtheSkinlist.

Duplicating a Skin

ToduplicateaskinintheSkinlist,carryoutthefollowing

steps:

1 Clickonthetargetskinname;thetargetskinnameisselected.

2 ClickonDuplicateSkin;aduplicateskinappearsintheSkinlist.

The Skin Library Chapter One: The Skin Window

Site Customization User Guide 13

Note:

The duplicate Skin name has “Copy of” prefixed to the original name.

Make Default

Thedesignerhastheabilitytodeterminewhichskin,intheSkinslist,willbetheDefaultskinusedinthe

generalapplicationpath.Duringthefirstinstallation,theSystemStandard

3

skinwillbesetasthedefault.

InordertodetermineanewDefaultskin,carryoutthefollowingsteps:

1 Clickonthetargetskinname;thetargetskinnameisselected.

2 ClickontheSetAsDefaulticon

atthetopoftheSkins:PaneandthenewskinisdesignateDefault”.

Search Skin

3

The System Standard skin is located in the Skin list but cannot be edited or deleted. The System Standard skin has

been set as the Default skin for new installations and is used as the SiteCustomizationReset for de-bug purposes.

Chapter One: The Skin Window The Skin Library

14 Site Customization User Guide

SearchSkinistheSiteCustomizationmechanismthatenablestheimmediatelocationofaspecificskinor

groupofskins.

Tosearchforaspecificskinorgroupofskins,carryoutthefollowingsteps:

1 Enterthename(s)ofthetargetskin(s)intotheSearchSkinfield.

Note:

A search can be carried out with only one letter of the target Skin(s) name. However, with more letters

or the complete name, the search becomes more precise.

2 ClickonSearch;thesearchiscarriedoutandthe‘filtered”skin(s)appearintheSkinlist.

3 ClickonResettocleartheSearchskinfieldandreturnalloftheSkinnamestotheSkinlist.

The Skin Library Chapter One: The Skin Window

Site Customization User Guide 15

Assign to Customer

TheAssigntoCustomerpaneiscomposedofthefollowingelements:

• SkinName

ThenameoftheskinthatwasselectedintheSkinslist

• AssignedtoCustomersList Thenamesofthecustomerswhohavebeenassignedthespecificskin

chosenintheSkinslist

• SkinIcon



GenericSkiniconthatreflectstheFreeFlowWebServicesinterface

• AssigntoCustomersButton

AccessesthecomprehensiveAssigntoCustomerlist

• SkinEditorButton

AccessestheEditSkinsystem

Assigning Skins to Customers

TheAssignedtoCustomersbuttonaccessestheAssigntoCustomersdialogbox,whichdisplaysa

comprehensivelistofallthePrintProvidercustomers,asdeterminedinthePrintProvider’sManagement/

Customers/Generalwindow.

Chapter One: The Skin Window The Skin Library

16 Site Customization User Guide

AcheckboxprecedingeachPrintBuyercustomernameenablesthedesignertodeterminewhichskinsareto

beassignedtowhichPrintBuyercustomer.CheckmarkingacheckboxenablestheskinforthespecificPrint

Buyercustomer.Likewise,clearingacheckboxdisablestheskinforthespecificPrintBuyercustomer.

Toassign

askintoacustomer,carryoutthefollowingsteps:

1 ClickonthetargetskinintheSkinlist.

2 ClickontheAssigntoCustomersbutton;theAssignSkintoCustomersdialogboxappears.

Note:

The Assign Skin to Customer dialog box contains a list of all of the Print Provider customers together

with the name of their present skin. If a skin has not yet been assigned, a skin name is not displayed.

3 CheckmarkthetargetCustomernames(s)andclickonAssign;thetargetedcustomersappearinthe

AssignedtoCustomerlist.

Note:

A skin that has been assigned to a customer annuls a previously assigned skin.

Chapter Two: The Skin Editor

Site Customization User Guide 19

The Skin Editor

TheSkinEditorencompassestheentirebrandingmechanismandisdividedintofivewindows.Eachwindow

isaccessedbyclickingontheassociatedtab:

• LoginPage

• SiteFrame(whichallowscustomizingthefiveprivileges)

• e‐MailBanner

• CatalogBanner

• StyleSheet

Chapter Two: The Skin Editor Login Page

20 Site Customization User Guide

Login Page

TheLoginPagewindowenablesthedesignertobrandtheentireLoginPageoftheFreeFlowWebServices

system.Theoriginalapplicationdesignappearsasashadowed,gray,backgroundinordertoassistinthe

designer’sorientation.Thisgrayimagecanbeselectedandtemporarilydeleted,andwillpermanently

disappearwhen

anHTMLdesignhasbeenuploaded.

Note:

The maximum dimensions of the Login Page are as follows:

• Width – 1000px

• Height – 700px

TheLoginPagecontainsthefollowingelements:

• LoginPageToolbar Containingtoolsforemplacingandmodifyingtextandimages

• EditTab DisplaystheLoginPagewithbrandingguidelines,fortextandimage

emplacement

• SaveandPreviewTab SavesalleditingcarriedoutintheLoginPagewindowand

displaysthe

LoginPagewindowwithoutbrandingguidelines

Note:

SaveandPreviewtriggersanHTMLparsingandre‐directionof

ImagelinkstotheImageBank.Iftheimagehasnotbeenplacedinthe

properfolder,thepreviewwillbemarkedwiththe

Erroricon,

indicatingamissingimage.

Xerox FreeFlow Web Services User guide

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