KYOCERA PanelPlus Designer User guide

PanelPlus Designer Operation Guide

PanelPlus Designer

OPERATION GUIDE

PanelPlus Designer Operation Guide

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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

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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

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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

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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

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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

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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

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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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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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567 910

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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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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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PanelPlus Designer Operation Guide

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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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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.

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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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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.

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PanelPlus Designer Operation Guide

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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.

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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

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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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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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