KYOCERA PanelPlus Designer User guide

KYOCERA
Brand
KYOCERA
Model
PanelPlus Designer
Type
User guide

This manual is also suitable for

PanelPlus Designer Operation Guide
PanelPlus Designer
OPERATION GUIDE
PanelPlus Designer Operation Guide
1
Contents
Overview ............................................................................................................................................... 2
PanelPlus Designer System Requirements ..........................................................................................3
Notes on Using PanelPlus Designer..................................................................................................... 3
Installing PanelPlus Designer ............................................................................................................... 5
1 Installing Java JRE .................................................................................................................... 5
2 Installing PanelPlus Designer .................................................................................................... 5
3 Uninstalling PanelPlus Designer................................................................................................ 6
Explanations of Windows and Buttons ................................................................................................. 7
Window layout .............................................................................................................................. 7
Package editing window ............................................................................................................. 10
Layout Flows or Tabs window......................................................................................................11
Tab Editing window..................................................................................................................... 12
Flow Type Selection window....................................................................................................... 13
Function Button editing window..................................................................................................14
Flow editing window.................................................................................................................... 15
Function Descriptions ......................................................................................................................... 29
Customizable scanning functions ............................................................................................... 29
Customizable copying functions (for MFP types supporting Copy Flow only) ............................ 30
Using PanelPlus Designer .................................................................................................................. 31
Launching the application........................................................................................................... 31
Creating a new package ............................................................................................................. 31
Adding a tab................................................................................................................................ 32
Flow settings............................................................................................................................... 33
Function Button settings ............................................................................................................. 37
Configuring Metadata (Creating Information Entry Screens) (Send Flow only).......................... 39
Flow or Tab layout....................................................................................................................... 47
Exporting Package Files ............................................................................................................. 48
Importing Package Files ............................................................................................................. 49
Using templates .......................................................................................................................... 49
PanelPlus Designer Operation Guide
2
Overview
PanelPlus provides a quick and easy means of performing scan and copy operations. It
allows users to store previously prepared settings as flows customized for the user's
needs.
PanelPlus Designer is the application you use to create the flows on a computer.
Created flows are exported in package files that you can import onto the machine.
Exported package files are imported onto the machine using a USB memory.
The flows include Send Flows, for registering scan operations, and Copy Flows, for
registering copy operations.
Details registered in Send Flow:
• Properties (Button name, icon, etc.)
• Destination (E-mail, SMB, FTP)
• Function (Send function)
• Metadata (Date and comments, etc.)
Details registered in Copy Flow:
• Properties (Button name, icon, etc.)
• Function (Copy function)
NOTE: Copy Flow settings are only possible for MFP Types that support Copy Flow.
PanelPlus Designer
PanelPlus Designer Operation Guide
3
PanelPlus Designer System Requirements
Notes on Using PanelPlus Designer
To install PanelPlus Designer or use the application, you must be logged on with
administrator privileges.
In Windows Vista, Windows 7 and Windows 8, a PanelPlus Monitor error message may
appear when the system starts up. If this happens, you can prevent future occurrences by
turning User Account Control (UAC) off.
Do not attempt to launch multiple instances of PanelPlus Designer.
PanelPlus Designer uses port number “18080”.
In case you cannot launch PanelPlus Designer, PanelPlus Designer Monitor may not be
running correctly. Use the following procedure to launch PanelPlus Designer.
1 Double-click the PanelPlus Designer Monitor shortcut on the desktop. PanelPlus
Designer Monitor appears on the task tray.
2 Right-click PanelPlus Designer Monitor on the task tray and select Start Service.
Supported OS Windows XP SP3, Windows Vista SP2,
Windows 7 SP1, Windows 8, Windows 8.1
CPU Intel® Core
TM
2 P8700 or better recommended
Hard disk space Minimum 300 MB available
RAM 512 MB of built-in memory should be available for this system
External storage
media
Support for USB memory required
Supported browser Internet Explorer 7, 8, 9, 10 or 11
Supported Java
version
JRE version 7
PanelPlus Designer Operation Guide
4
NOTE: If two same icons appear on the task tray, pop-up a balloon hint to confirm that
PanelPlus Designer appears on the icon of PanelPlus Designer Monitor.
3 Double-click the PanelPlus Designer shortcut on the desktop.
PanelPlus Designer Operation Guide
5
Installing PanelPlus Designer
1 Installing Java JRE
To use PanelPlus Designer, you must first have Java JRE version 7 installed.
IMPORTANT: PanelPlus Designer may fail to launch in some system environments. If this
happens, you can resolve the problem by copying [Java install folder]\bin\msvcr100.dll
into the [Windows system directory (e.g. c:\Windows\System32)].
2 Installing PanelPlus Designer
1 Double-click PPD_setup_x.x.xxxx.exe (x indicates a number) to launch the installer.
2 Select the installer language. Select English and click the OK button.
3 Click the Next button.
4 Select the package output language. Select English and click the Next button.
5 Select the installation folder and click the Next button.
6 Select the Start menu folder and click the Install button. Installation begins.
NOTE: If there is still some saved data, a confirmation window appears asking whether to
use the saved data. To use the saved data, select Yes.
7 When the installation completed message appears, click the Next button.
8 Click the Finish button and restart the computer.
IMPORTANT: If you are updating PanelPlus Designer, first uninstall the old application
and then install the new version.
PanelPlus Designer Operation Guide
6
3 Uninstalling PanelPlus Designer
1 In the Start menu, click All Programs > Kyocera > PanelPlus Designer >
uninstall.exe.
2 Select English and click the OK button.
3 Click the Next button and then follow the on-screen instructions.
NOTE: If there is some saved data, a confirmation window appears asking whether to
keep the saved data. To keep the saved data, select Yes.
4 After uninstalling the software, restart the computer.
PanelPlus Designer Operation Guide
7
Explanations of Windows and Buttons
Window layout
The figure below shows the layout of the PanelPlus Designer window.
(1) Package list (page 8)
(2) Template list (page 9)
(3) Top menu bar (page 9)
(4) Bottom menu bar (page 9)
(5) Main view (Shows the settings for each window. Refer to the relevant window
explanation for details. The contents of the main view vary depending on the MFP
Type that is selected.)
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5
PanelPlus Designer Operation Guide
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(1) Package list
Icon Item Description
1 Product icon
(MFP Type)
Shows the product type. Select the MFP Type
appropriate for the product you are using.
2 Package icon Indicates a package.
3 Tab icon Indicates a tab.
4 Flow icon Indicates a flow.
Button Item Description
5 New Package
button
Adds a package.
6 New Tab button Adds a tab.
7 New Flow
button
Adds a flow.
8 Delete button Deletes the selected package, tab, or flow.
9 Export Package
button
Exports the selected package.
10 Import Package
button
Imports a package file into PanelPlus Designer.
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2
3
567 910
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8
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PanelPlus Designer Operation Guide
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(2) Template list
(3) Top menu bar
(4) Bottom menu bar
NOTE: If you have enabled a pop-up blocker function on your web browser, the preview
may not be displayed. If this occurs, disable the pop-up blocker.
Icon Item Description
1Product icon
Shows the product type. Select the MFP Type
appropriate for the product you are using.
2 Flow template icon Displays a flow template.
Button Item Description
3 Add to Package or Tab
Adds the selected template to the
package or tab. When the template to be
added is selected with the package or tab
selected in the package list, this button
can be clicked.
NOTE: The template (flow) to be added
to the package or tab must be the same
MFP Type as the package or tab selected
in the package list. If a flow of a different
MFP Type is selected, the Add to
Package or Tab button cannot be clicked.
If there is a flow with Display this flow as
Top screen set in the package or tab, a
flow with Display this flow as Top
screen set cannot be added.
4 Delete button Deletes the selected template.
Button Item Description
Information button Displays the version information.
Help button Displays the Help.
Button Item Description
Save button Always click the Save button after making
changes to the settings.
Save as Template
button
Saves the flow selected in the package
list as a template.
Preview button Displays the image that will appear on the
touch panel.
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2
34
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PanelPlus Designer Operation Guide
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Package editing window
NOTE: Always click the Save button after making changes to the settings.
Item Description
1 Package Name
input field
Enter the package name in this field.
2 Author input
field
Enter the author.
You can press [System Admin] > [Properties] on the MFP's
touch panel to check the entered information.
3 Version input
field
You can enter any character as a version identifier.
You can press [System Admin] > [Properties] on the MFP's
touch panel to check the entered information.
4 Layout button Opens the flow and tab layout window. You can change the
flow and tab layout in this window.
5 Apply a
background
checkbox
To display an image in the background, select this checkbox.
6 Refresh button Updates the image selected for a background to the latest
version.
7 Browse button Use this to select the image file used for the background. The
recommended image file size that can be used for the
background varies depending on the MFP Type.
Supported image formats: PNG, GIF, JPEG
NOTE: If an image file larger than the recommended size is
used, the image may not import successfully into the MFP, or
the background may not operate correctly when used on the
MFP.
For recommended sizes, refer to the Release Notes.
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7
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5
PanelPlus Designer Operation Guide
11
Layout Flows or Tabs window
*1 When you move a tab, the flows included in the tab are moved together with the tab.
About flow and tab layout
Flows are registered by assigning them to tabs. In the screenshot, Tab A includes Flow A.
To change a flow to a different tab (for example, to Tab B), move the flow so that it is
shown underneath the desired tab (Tab B).
NOTE: When registering one or more tabs, be sure to position flows so that they occur
underneath one of the tabs. Attempting to export or preview the package with flows
positioned outside of tabs (i.e., with a flow at the top position in the list) will cause an error
to be displayed.
Item Description
1 Flow/tab list Shows registered flows and tabs in their display sequence.
Flows are shown underneath the tab to which they belong. No
tabs are shown if none has been registered.
2 Move to top
button
Moves the selected flow or tab to the top of the list.*1
3 Move up button Moves the selected flow or tab up one position. *1
4 Move down
button
Moves the selected flow or tab down one position. *1
5 Move to bottom
button
Moves the selected flow or tab to the bottom of the list. *1
6 OK button Applies the changes and closes the window.
7 Cancel button Closes the window without applying the changes.
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2
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Tab A
Flow A
Tab B
PanelPlus Designer Operation Guide
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Tab Editing window
NOTE: Always click the Save button after making changes to the settings.
Item Description
1 Tab Name input
field
Enter the tab name.
NOTE: Depending on the characters used and how many are
used, the software may not be able to properly display all
characters in the touch panel. Press the Preview button to
check the displayed characters, and then check if the
characters are displayed properly when imported into the
product. If needed, reduce the number of characters.
2 Layout button Opens the Layout Flows and Tabs window. You can change
the flow and tab layout in this window. Refer to Layout Flows or
Tabs window on page 11 for more information.
1
2
PanelPlus Designer Operation Guide
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Flow Type Selection window
Item Description
1 Type menu Select from Send Flow, Copy Flow and Function Button.
Send Flow: Creates a Send Flow.
Copy Flow: Creates a Copy Flow..
Function Button: Creates a Function button.
For Send Flow, Copy Flow and Function button settings, refer
to Flow settings on page 33 and Function Button settings on
page 37.
NOTE: If the MFP Type selected does not support Copy
Flow, then Copy Flow will not be displayed.
2 OK button Opens the edit screen of the flow or function button selected in
the Type menu.
3 Cancel button Closes the window without applying the changes.
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2
3
PanelPlus Designer Operation Guide
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Function Button editing window
NOTE: Always click the Save button after making changes to the settings.
Item Description
1 Button Name
input field
Enter the button name in this field.
NOTE: Depending on the characters used and how many are
used, the software may not be able to properly display all
characters in the touch panel. Press the Preview button to
check the displayed characters, and then check if the
characters are displayed properly when imported into the
product. If needed, reduce the number of characters.
2 Require a
Password
checkbox
To require password input in order to use function buttons on
the MFP, select this checkbox and set a password.
3 Password and
Confirmation
input fields
Enter a password in the Password input field and then enter
the same password in the Confirmation input field.
4 Function menu Select the functions that will appear. The functions that can be
selected vary by MFP Type.
5 Apply an icon
checkbox
Place a checkmark in this checkbox to display icons on
function buttons.
6 Browse button Use this to select the image file used for the icon. The
recommended image file size that can be used for the icon
varies depending on the MFP Type.
Supported image formats: PNG, GIF (animated GIFs also
playable), JPEG
NOTE: If an image file larger than the recommended size is
used, the image may not import successfully into the MFP, or
the icon may not operate correctly when used on the MFP. For
recommended sizes, refer to the Release Notes.
7 Refresh button Updates the image selected for an icon to the latest version.
4
6
7
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3
5
PanelPlus Designer Operation Guide
15
Flow editing window
1. Appearance
Item Description
1 Flow Name
input field
Enter the flow name in this field.
NOTE: Depending on the characters used and how many are
used, the software may not be able to properly display all
characters in the touch panel. Press the Preview button to
check the displayed characters, and then check if the
characters are displayed properly when imported into the
product. If needed, reduce the number of characters.
2 Require a
Password
checkbox
To require password input in order to use flows on the MFP,
select this checkbox and set a password.
3 Password and
Confirmation
input fields
Enter a password in the Password input field and then enter
the same password in the Confirmation input field.
4 Display this
flow as Top
screen
checkbox
To set the flow as the initial screen, select this checkbox.
NOTE: This cannot be set for multiple flows in the same
package.
5 Flow Display
Method menu
Select from Menus and Wizard.
Menus: When multiple functions have been registered,
displays a list of functions on the touch panel.
Wizard: When multiple functions have been registered,
displays the function setting windows in sequence on the touch
panel.
6 Apply an icon
checkbox
Place a checkmark in this checkbox to display icons on flow
buttons.
5
7
8
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2
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4
PanelPlus Designer Operation Guide
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NOTE: Always click the Save button after making changes to the settings.
7 Browse button Use this to select the image file used for the icon. The
recommended image file size that can be used for the icon
varies depending on the MFP Type.
Supported image formats: PNG, GIF (animated GIFs also
playable), JPEG
NOTE: If an image file larger than the recommended size is
used, the image may not import successfully into the MFP, or
the icon may not operate correctly when used on the MFP. For
recommended sizes, refer to the Release Notes.
8 Refresh button Updates the image selected for an icon to the latest version.
Item Description
PanelPlus Designer Operation Guide
17
2. Destination (Send Flow only)
NOTE: When FTP or SMB is set for multiple addresses, metadata cannot be used. Refer
to 4. Metadata (Send Flow only) on page 23 for more information about metadata.
Always click the Save button after making changes to the settings.
Item Description
1 Always Send
checkbox
Specifies the default setting for inclusion as a destination.
2 Method menu Choose from E-mail, SMB or FTP.
Once you have finished registering the method for the first
destination, you can then register the method for the next
destination.
3 Destination
field
Displays the specified destination information.
When a local user is registered as the message destination,
the address is shown as “mailto:[ToMyself].”
4 Options button Displays the Edit Destination window. The information to be
edited varies depending on the selected transmission method.
5 Options button Displays the document name edit screen. A document name
can be entered. For details, refer to File Name Options window
on page 19.
6 Additional
information
menu
You can use this menu to append additional information to the
document name. You can select Date and Time, Date and
Time & Job No., Job No., Job No. & Date and Time or No
Additional Info. as the appended information.
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PanelPlus Designer Operation Guide
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E-mail Destination Options window
SMB Destination Options window
NOTE: If you specify a port number other than the system menu default, use the format
“Host name:port number” (e.g., SMBhostname:140).
Item Description
1 Local User When managing users with the MFP, sends the message to the
e-mail address registered to the logged-in user.
2 Specific E-mail
Address
Destination E-mail address
3 OK button Applies the changes and closes the window.
4 Cancel button Closes the window without applying the changes.
Item Description
1 Host Name Host name or IP address of the sending computer
2 Path Path to the folder used to save files
E.g. \User\ScanData
3 Login User
Name
User name for folder access
domain name\user name
E.g. abcdnet\james.smith
4 Login
Password
Password for the login user name
5 OK button Applies the changes and closes the window.
6 Cancel button Closes the window without applying the changes.
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3
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PanelPlus Designer Operation Guide
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FTP Destination Options window
NOTE: If you specify a port number other than the system menu default, use the format
“Host name:port number” (e.g., FTPhostname:140).
File Name Options window
Item Description
1 Host Name Host name or IP address of the server
2 Path Path to the file to be saved
E.g. \User\ScanData
If no path is entered, the file is stored in the home directory.
3 Login User
Name
Login user name for the FTP server
4 Login
Password
Login password for the FTP server
5 OK button Applies the changes and closes the window.
6 Cancel button Closes the window without applying the changes.
Item Description
1 Local User
Name
When user control is set on the product, the user name used to
log in is set as the document name.
2 Specific File
Name
Document name to be sent.
3 OK button Applies the changes and closes the window.
4 Cancel button Closes the window without applying the changes.
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KYOCERA PanelPlus Designer User guide

KYOCERA
Brand
KYOCERA
Model
PanelPlus Designer
Type
User guide
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