OBJECTIF LUNE PrintShop Mail Web 7.1 User guide

Administration Guide

Objectif Lune Software

PrintShop Mail

WEB

Table of Content

Table of Content 3

Overview 11

Icons used in this guide 11

Other Documentation 11

Understanding PrintShop Mail Web 13

What is PrintShop Mail Web? 13

About Companies 13

Public Companies 14

About Users 14

Public Users 14

User Roles 14

About Publication Types 14

About Documents 15

Getting Started 17

Installing the software 19

System requirements 19

Running the installer 20

Configuring the database and web site 24

Upgrading PrintShop Mail Web 2.Xto Version 7 27

Orders and Documents 28

Skin changes 28

Create backups 28

Backup your database 28

Backup production files 29

Backup skin files 30

Backup configuration files 31

PrintShop Server service 33

Creating a User Account for the PSS service 34

Setting the PrintShop Server Service account 37

Set the security privileges (local account) 41

Managing printers for PrintShop Server 44

PrintShop Mail Web and HTTPS 47

What is HTTPS? 47

SSL certificates 47

Server installation 48

Client installation 48

Test Certificate by Web Browser 50

Test Certificate in PrintShop Mail 50

USBHardware Key 51

B2C (Business to Customer) 52

Skins 53

Quick start guide 53

Table of Content

The PrintShop Mail Web Interface 55

Accessing PrintShop Mail Web 55

The PrintShop Mail Web Menu Tabs 56

Common Tasks 56

Remember me 56

Lost password 57

Modify user info 57

Set New Password 58

Change the language of the web site 58

Publishing Workflow 59

Publishing a PrintShop Mail Design Document 59

Publishing a Word Mail Merge Document 59

Publishing a Static PDFDocument 59

Ordering Workflow 61

Customer Workflow 61

Processing Workflow 62

Order Statuses 62

New Document 65

Document Selection Screen 65

Ordering A Database-Upload Document 66

Database Upload Screen 66

Field Mapping 66

Preview Range 67

Ordering a User Input Document 67

User Input Fields 67

Ordering a Static PDF Document 68

Softproof 68

Order Manager 69

Viewing Order Details 70

Order Properties 70

Order Details 70

Job Properties 71

Checkout 73

The Checkout Process 73

Shopping Cart 73

Automatic price calculation 74

No price calculation 74

Price Quotes 74

Shipping Options 75

Shipping Date and Rush Rate handling 75

Shipping Methods 76

Order summary 76

Companies 77

Add companies 77

Table of Content

Modify properties 77

Add or modify address 78

Add departments 78

Assign a publication type to a department 79

Change web design settings 79

Modify Pricing and Ordering parameters 80

Delete company 81

Users 83

Add users 83

Modify user info 83

Assign users to a department 84

Publication Types 85

Create a publication type 85

Create a publication type in the Companies section 86

Modify the publication type properties 86

Delete a publication type 86

Adding documents to a Publication Type 87

Word Mail Merge Document 87

Delete documents from a publication type 88

Edit document properties 89

Manage production settings 89

Output options 90

Output options for a PrintShop Mail document 90

Output options for a static document (PDF) 91

Manage linked files 91

Setting up web forms 92

User Input vs Database Upload 94

Define file upload settings 102

Setting up pricing 103

Collections 107

Create an image collection 107

Add images to a collection 108

Delete image from a collaction 108

Settings 111

About 113

License 113

Roles 113

Modify a role 114

Languages 120

Add a new language 121

Delete a language 121

Edit a language 121

Web Design 122

Maintenance 123

Word Maintenance 123

Table of Content

Settings 125
Currencies 126
Add a new currency 126
Delete a currency 127
Tax Rates 127
Add a new tax rate 128
Delete a tax rate 128
Edit a tax rate 129
Shipping Rates 130
Shipping Rate Profiles 130
Add a Rate to a Shipping Rate Profile 130
Add a new Shipping Rate Profile 131
Delete a Rate 132
Delete a Shipping Rate Profile 132
Edit a Rate 132
Edit a Shipping Rate Profile 132
Import and Export a Rates table 133
Calendar 133
Add a Restricted Order Date 134
Change the Working Days 135
Delete Restricted Order Dates 136
Import and Export Restricted Order Dates 136
Price Groups 137
Discount Vouchers 138
Production Settings 141
User Input Field Defaults 142
Add a new User Input Field Default item 142
Arrange User Input Field Defaults items 143
Delete an User Input Field Default item 144
Import and Export an User Input Field Default list 144
Output Folders 144
Enable the download link 145
Job options 146
Add a new job options file 146
Delete job options files 147
Printers 147
Change the status of a printer 147
E-mail Settings 149
Configure the E-mail settings 149
Test the E-mail settings 150
E-mail Addressees 150
Configure the addressees 150
Managing E-mail Templates 151
Edit a default e-mail template 152
Template names 152
Table of Content
©2010 Objectif Lune Inc - 6 -

Using functions in e-mail templates 153

Modules Settings 157

MIS Connectors 159

Enabling a MIS connector 159

Installed modules 160

Properties 161

Enabling a Print Production connector 163

Installed modules 163

Properties 163

Payment Modules 163

PayPal Payment Module 164

Requirements 164

Instant Payment Notifications 165

Configuring the module 165

The PayPal Sandbox 166

Creating a PayPal Sandbox Access account 166

Creating a PayPal Sandbox Seller test account 166

Creating a PayPal Sandbox Buyer test account 167

Processing orders 167

PayPal Sandbox 167

Payment process 167

Authorize.Net Payment Module 168

Requirements 168

Configuring the Authorize.net module 169

Test mode 169

AVS and CCV checks 170

Payment page 170

iDeal Payment Module 170

Requirements 171

Requesting a test account 171

Configuring the iDEAL test dashboard 172

Configuring the iDeal module 172

Moneris Payment Module 173

Requirements 174

Configuring the Moneris module 174

Test mode 175

Requesting a live account 176

AVS and CVD checks 176

Payment page 176

Add a new Module 176

Configure a module 177

Delete a Module 177

XML to File connector 179

Table of Content

XML (eXtensible Markup Language) 179

Options 180

General information 180

Push method 181

XML options 182

Post options 183

File options 183

Sample POST receive script 185

Manage the Terms and Conditions 186

Interaction With PrintShop Mail Design 187

Receiving Jobs from Print to Web 187

Print Driver Matching 187

Creating Companies And Publication Types 188

Images VS Image Collections 189

Introduction to Regular Expressions 191

Syntax 191

Character selection 191

Alternation 192

Grouping 192

Quantification 192

Examples 193

Only numbers 193

Dutch zip code 193

Canadian zip codes 193

Introduction 195

Integration methods 197

External login 198

Examples 199

External person access 200

Examples 201

Implementing a custom store front 205

Account authentication 205

Custom store front pages 205

Adding a redirect to PrintShop Mail Web 207

Skinning Guide 209

Getting started 211

Skinning 211

Templates and styles 212

File organization 212

Creating your own skin 214

Resources 214

Tools 214

PrintShop Mail Web demo version 214

Design 215

Table of Content

Text editor 215

Browser extensions 215

The template file 217

HMTL Outline 217

Page title 219

CSS includes 219

Header 220

User information 220

Menu 220

Crumbs 220

Messages 220

Content 221

Sub menus 221

Search 222

Summary 222

Preview 222

Footer 222

Styling 223

Key Concepts 223

Tags, IDs and classes 223

CSS Syntax 223

Style organization 224

Global styles 225

Page specific styles 226

Browser exceptions 226

Header 227

Replacing content 227

User information 228

CSS Lists 228

Adding additional information 229

Highlighting "hovered" items 229

Menu bar 229

Styling the menu items 230

Creating a Tabbed menu 231

Styling the selected menu item 232

Background 232

Adding a background image 232

Overview tables 232

Head 234

Subhead 234

Content 234

Footer 234

Buttons 235

Edit forms 235

Form head 236

Table of Content

Form lines 236

Warnings and Errors 237

Sub menus 238

Multiple sub menus 239

Special variables 241

Variables for template files 241

setRowsPerPage 241

generateString 241

Variables for style files 241

generateSkinContrastColor 242

generateSkinContrastColorHighLight 243

generateSkinFont 243

generateSkinHeaderColor 243

generateSkinHeaderColorHighLight 243

generateSkinLocation 244

generateSkinLogo 244

generateSkinMainColor 244

generateSkinMainColorHighLight 244

Creating page exceptions 247

Creating a page specific template file 247

Modifying a page specific template file 248

DOM manipulation using jQuery 251

Launching code on Document Ready 251

Populating fields with computed values 252

Removing elements from the DOM 252

Adding information to the DOM 253

Customizing the store front 255

Storefront class 255

getTree(); 256

Creating a hierarchical tree 257

The Javascript file 257

The template file 257

Virtual Subfolders 258

Adding a live search option 260

The Javascript file 260

The template file 261

Livesearch.php 262

Copyright Information 263

Index 265

Table of Content

Overview

This PDF documentation covers version 7.1. To view the documentation of previous versions please refer to the PDF files

available in the Downloads section of our website:

http://www.objectiflune.com/OL/Download/DownloadCenter.

Icons used in this guide

Some icons are used throughout this guide in order to catch your attention to certain particular information.

Notes: This icon shows you something that complements the information around it. Understanding notes is not crit-

ical but may be helpful when using PrintShop Mail Web.

Warnings: This icon shows information that may be critical when using PrintShop Mail Web. It is important to pay

attention to these warnings.

Technical: This icon shows technical information that may require some technical knowledge to understand.

Other Documentation

For other related documentation , please see the drop-down menu at the top-right corner of this page.

Overview

Understanding PrintShop Mail Web

What is PrintShop Mail Web? 13

About Companies 13

Public Companies 14

About Users 14

Public Users 14

User Roles 14

About Publication Types 14

About Documents 15

This chapter will introduce PrintShop Mail Web as well as establish its terminology in a glossary.

What is PrintShop Mail Web?

PrintShop Mail Web is a companion extension to the PrintShop Mail Design module. It supports multi-user printing from Print-

Shop Mail Design with the added benefit of a web interface for automating and managing document templates. PrintShop Mail

Web is the perfect module for organizations where multiple users can create and/or manage document templates and facil-

itates their publication enterprise-wide to a web interface. Its web capability allows real-time, 24/7 online modification, order-

ing and production of repetitive, promotional and personalized documents created with PrintShop Mail Design as well as static

PDF files. It's the ideal solution for any business that has remote workers or offices – typically retail outlets, franchises and

dealerships.

Users can upload an image for local personalization and modify the text based on pre-defined variable fields. Once the doc-

ument is ready, users validate and pre-flight their print run and initiate the ordering process. With permissions and access

rights that can be set per user, PrintShop Mail Web allows companies to adapt the verification process of submitted documents

based on their business rules.

PrintShop Mail Web is also a fully functional web front for print shops that want to give their clients the ability to order doc-

uments, whether these clients are part of a known company or are one-time users from the web. With the B2Cfunctionality,

anyone can create and pay for their orders directly from the web interface (requires separate B2Clicense).

About Companies

In PrintShop Mail Web, a Company is an entity that contains departments users, publication types and documents. Acompany

can have more one or more departments, in which each user can have specific roles such as Operator, Manager, Designer, etc

(see "About Users" (page 14)).

Each company also has their own individual publication types (see "About Publication Types" (page 14)) in which users with

the appropriate role can upload documents (see "About Documents" (page 15)).

Companies are access via sub-folders from the main website. For example, a company may be called "Oasis Health &Beauty

Spa"and its URLwill be http://www.mywebsite.com/

Understanding PrintShop Mail Web

For more information, see the chapter on "Companies" (page 77).

Public Companies

Apublic company is a special type of company in which users can create accounts themselves (normally an administrator or

manager has to create each user account). Public companies are used by print shops that want to have a storefront where

anyone can order specific document types. For example, a print shop wants to offer its clients the ability to create their own

business cards or postcards from pre-existing templates can do this with PrintShop Mail Web.

Public Companies require a B2Clicense to be installed on the server. See "B2C (Business to Customer)" (page 52).

About Users

A user is an entity within PrintShop Mail Web that has a specific roleand is generally part of a company (see "About Com-

panies" (page 13)). However, a user can be assigned to multiple companies if it is necessary. This is useful if one of the com-

panies is the print shop itself and one of its operators is assigned to a certain number of companies and is responsible for

generating output for them. What a user can do on PrintShop Mail Web depends on their role.

To create users, please see the chapter on "Users" (page 83).

Public Users

Public users are users that are part of a public company. These users are so-called "basic" users and cannot do anything other

than create new orders, view the status of their order and edit their user preferences. Public users can create themselves as

long as their do so within a public company.

User Roles

A user role is a set of permission that is applied to one or more users in PrintShop Mail Web. Users in specific roles will be able

to execute certain specific actions such as uploading documents, approving and modifying orders, providing quotes or gen-

erating outputs. Alist of pre-built user roles, as well as the ability to create new custom user roles, is described in the "Roles"

(page 113) section of the PrintShop Mail Web "Settings" (page 111) tab.

Roles are site-wide, meaning they are applied to all users across all companies, whether this company is private or

public. Only administrator can edit roles, but managers can assign roles to users.

About Publication Types

A publication type is a folder in which template documentsof your customers are grouped (see "About Documents" (page 15)).

These publication type folders can contain multiple documents. For example: a publication type folder to store different lan-

guage variants of a brochure (e.g. Dutch and English-versions), a publication type folder for house style related document

(e.g. Business cards, letterheads, envelopes). Each company has his own publication types.Publication types are set within the

"Publication Types" (page 85) tab in PrintShop Mail Web.

Understanding PrintShop Mail Web

About Documents

A document is a file present within PrintShop Mail that is used to generate outputs. There are multiple types of documents

including Static PDFs, PrintShop Mail Design documents and Mail Merge documents.

Documents are always part of a publication type (see "About Publication Types" (page 14))so they are always specific to a

company (see "About Companies" (page 13)). Documents are what clients and users are selecting to build an order and its out-

put.

Understanding PrintShop Mail Web

Getting Started

PrintShop Mail Web is a modern and versatile software package which integrates workflow processes and introduces a whole

new way of thinking about your customers and their print jobs!

Getting Started

Installing the software

This section will show you how to install PrintShop Mail Web and its components, as well as configure it through the First Run

Wizard.

The steps to install PrintShop Mail Web are:

l Make sure your system conforms to the "System requirements" (page 19).

l Run the PrintShop Mail Web installer(see "Running the installer" (page 20))

l Access the website and use the First Run Wizard (see "Configuring the database and web site" (page 24))

l Check your "Settings" (page 111)

l Check your activation (see "USBHardware Key" (page 51))

l Follow the "Quick start guide" (page 53) to get started.

System requirements

PrintShop Mail Web is a server software and is delivered as an executable installer with predefined configuration settings. We

strongly recommend to install the software on a clean installed Windows computer.

Pre-requisites

Please ensure that the following requirements have been met before you run the PrintShop Mail Suite installer:

l Login user must have administrator privileges

l An Internet connection is required.

l The PrintShop Mail Suite installer will install the following system components:

l Microsoft .Net Framework

l Version 2.0 SP2 (on Windows 2000, XP and 2003 Server)

l Version 3.5 SP1 (on Windows Vista, Windows 7 and 2008 Server)

l MSXML 4.0 SP3 Parser

l Visual C++ 2008 runtime libraries (vanilla, not SP1)

l Access Database Engine

Missing third party software packages will be downloaded from the Internet and installed during the course of the installation.

The mentioned components can also be downloaded and installed manually. Installers for these packages can be downloaded

from the Microsoft web site.

The software components are installed in the Program Files folder of the system drive. Normally this is drive C.

Minimum Hardware Requirements

l Pentium 4, 3 GHz 32-bit (x86)

l 2 GB of system memory

l 80 GB hard disk with at least 1 GB of available space

Supported Operating Systems

l Microsoft Windows 2000 (32-bit)

l Microsoft Windows XP Professional (32-bit and 64 bit)

l Microsoft Windows Vista (32-bit and 64 bit)

l Microsoft Windows 2003 Server (32-bit and 64 bit)

l Microsoft Windows 2008 Server (32-bit and 64 bit)

Suggested Requirements

For production servers, it's recommended to invest in specific server hardware, such as large RAID hard disks, UPS (unin-

terrupted power supply) and enough RAM memory.

l Intel or AMD dual-core processor

l 4 GB of system memory

l 300 GB hard drive with as much available space as possible

Notes

l Make sure that port 80 and/or port 443 are available for the Apache web server that comes with PrintShop Mail Web.

l USB slot (not required for testing). Your server musts have a USB port to which the hardware key ('dongle') can be

attached. See "USBHardware Key" (page 51).

l Your network should be an Ethernet (TCP/IP) network, which is by far the most commonly used network today.

l You should have a high speed Internet connection, and a fixed outgoing IP address, which implies that you can run a

web server.

l The PrintShop Mail Web server should be directly connected to the RIP or Printer. This means that the PrintShop Mail

Web server should be located on your local network (same subnet), on your premises, and preferably not at your ISP's

(Internet Service Provider, the company that provides your Internet connection).

l Your router should be configured to allow incoming HTTP connections over port 80. Your network administrator or your

ISP should know how to enable this.

l The PrintShop Mail Web server has a built-in email server. This email server will send email notifications to you and

your customers when the order status changes. You'll need to know your ISP's SMTP server address (usually some-

thing like smtp.yourprovider.com)

Running the installer

1. Navigate to the PrintShop Mail Suite.exe file you downloaded from the Internet or locate the file on the PrintShop Mail

Suite product CD. Once located double click its icon to launch the installation program. The Select Setup Language

dialog appears.

2. Select your preferred language and click OK.

In case the prerequisites are not met, the following dialog is shown stating the missing items.

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OBJECTIF LUNE PrintShop Mail Web 7.1 User guide

OBJECTIF LUNE PrintShop Mail Web 7.1 User guide

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