Objectif Lune Connect Send - 1.5 User Manual

Installation Guide

Version 1.5

Connect Send Installation Guide

OBJECTIF LUNE Inc. 2030 Pie-IX, Suite 500 Montréal, QC, Canada, H1V 2C8

http://learn.objectiflune.com

Table of Contents

System Requirements .................................................................................. 1

Plug-In ............................................................................................................................. 1

Printer Driver .................................................................................................................. 1

HTTP ................................................................................................................................ 1

Browser ........................................................................................................................... 1

Prerequisites ................................................................................................ 1

Overview...................................................................................................... 2

Feature List ...................................................................................................................... 2

Installing OL Connect Send Printer Driver .................................................... 3

Setup Process – New Installation .................................................................................... 3

Modifying an Existing Installation ................................................................................... 8

Shared Printers.............................................................................................................. 10

Managing multiple OLCS printers ................................................................................. 10

Installing OL Connect Send Plug-Ins ........................................................... 12

Overview ....................................................................................................................... 12

Setup Process ................................................................................................................ 12

Re-installing Plug-Ins ..................................................................................................... 15

Keeping the OLCS database after uninstall ................................................................... 15

OL Connect Send Plug-In ............................................................................ 16

Configuring the plug-in ................................................................................................. 16

Main steps in using OLCS .............................................................................................. 18

License Modes .............................................................................................................. 19

Incoming Print Jobs and the License ............................................................................. 20

Security ......................................................................................................................... 21

Database Connection .................................................................................................... 21

Timeout ......................................................................................................................... 22

Compatibility ................................................................................................................. 22

Known Issues ................................................................................................................. 22

OL Connect Send Job Information Plug-In .................................................. 24

Overview ....................................................................................................................... 24

The Plug-In Settings ...................................................................................................... 25

OL Connect Send Get Data Plug-In ............................................................. 29

General Tab ................................................................................................................... 29

On Error Tab .................................................................................................................. 32

Comments Tab .............................................................................................................. 32

Create Preview PDF Plug-In ........................................................................ 33

Overview ....................................................................................................................... 33

Data Mapper Tab .......................................................................................................... 33

Content Creation Tab .................................................................................................... 35

OL Connect Proxy Tab ................................................................................................... 35

On Error Tab .................................................................................................................. 35

Comments Tab .............................................................................................................. 35

Troubleshooting ......................................................................................... 36

Click Charge License Renewal .................................................................... 38

Click Charge Licensing of OLCS...................................................................................... 38

Moving the OLCS Database ........................................................................................... 39

System Requirements

Plug-In

The OL Connect Send (OLCS) Plug-In is designed to work with the workflow module (Workflow)

of PlanetPress Connect and PReS Connect (Connect) which means it will run on any operating

system by those products.

Printer Driver

The OLCS Printer Driver is compatible with 32 and 64 bit versions of Windows 7, 8.0, 8.1 and 10.

HTTP

Communications between the Printer Driver and the Plug-In is achieved using HTTP. It is

therefore necessary to ensure that HTTP interaction between all Printer Driver and server

machines is enabled.

Browser

After print job submission, further interaction between the OLCS Printer Driver and Workflow is

achieved using HTML. Browsers support and process HTML in different ways and so it is

important to be aware of possible browser compatibility issues when creating interactive web

pages.

Prerequisites

Below is a list of components required to use OLCS:

 PlanetPress Connect v1.5 or PReS Connect v1.5  Workflow v8.5  OL Connect Send

o OL Connect Send Printer Driver o OL Connect Send Plug-in

 An OLCS license (required for interaction to take place)

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Overview

OLCS is an application with two components. The first is a Windows printer driver and the

second includes a set of Workflow plug-ins. These two components work together – they cannot

be used on their own.

OLCS allows for PostScript files to be received over the internet from any Windows Desktop

application. It can be used in unlicensed mode and licensed mode.

Unlicensed mode (default) allows users to push documents to OL Connect Send. They will

receive a pop-up tray confirming whether the job was received or not. No web interaction is

possible.

Licensed mode causes the OLCS printer driver to request a web page which will be displayed in

the user’s browser in order to allow them to enter job specific information. The information

from this web page can be used to tell Connect Workflow what to do next.

OLCS, in licensed mode, can be used to create custom interactive workflows from a centralized

location, yet has the ability to be deployed and installed very easily.

Features List

 Allows free of charge non-interactive printing over the internet  Can be licensed in User mode so that specific users (domains/workstations) can print

and receive an interactive web page during the job submission process. The number of jobs that can be printed is unlimited.

 Can be licensed in Credit mode so that any user can print from anywhere and receive

an interactive web page during the job submission process – in this mode Connect Send requires credits which are reduced after each job received by the server.

 General:

o Compresses PostScript files during transmission to minimize bandwidth

 Unlicensed mode

o Non-interactive job submission o Free to use o SysTray confirmation for job transmission

 Licensed mode

o Interactive job submission possible o Launches the user’s default browser to display web content produced by a

Connect server

o Database containing domain, workstation ID, document information and page

count information

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Installing OL Connect Send Printer Driver

Setup Process – New Installation

The following section describes the installation process for the OLCS Printer Driver

Note

If the Taskbar Notifier is left running on a machine the installer cannot be (re-) started. An error message will be displayed by Windows.

The Taskbar Notifier must be closed before switching to a different user account on the same machine, unless the current user is still logged in.

1. Starting the installation

When starting the OLCS Printer Driver Setup, this first screen appears, containing basic

information. Click Next to proceed.

The next screen shows the EULA. Please read and accept it to proceed further by pressing Next.

2. Server URL Settings

The Server URL screen allows the host (IP address or name) name for Workflow to be entered.

This is the server that will capture and process print jobs. The HTTP communication port (default

8080)* should be set too.

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If Workflow is active, the Test button can be used to validate the connection. (It does not check

if the OLCS plug-in is installed and answering.)

If the No interaction checkbox is enabled, it will cause this printer to send jobs to the server

without requesting an HTML response. Use this mode to deliver print jobs without further

interaction. When enabled, a web browser window will not be opened, but SysTray messages

will pop up indicating job transmission success or failure.

Enable secure communication (HTTPS): When selecting this option, the Printer Driver and

Workflow will communicate using the secure HTTPS protocol (data transfer is secured and

encrypted).

Accept all certificates: When HTTPS is selected, by default the Printer Driver will only accept

valid certificates on Workflow. If a self-signed certificate is sufficient for the transfer the root

validation of the certificate can be switched off.

For additional information about secure file transfer, HTTPS certificates and how to request a countersigned certificate, please see SSL HowTo and Apache SSL/TLS respectively.

When done click Next to continue.

* 8080 is the default port for communications with Workflow, but it can be changed. It can be checked

in the Workflow preferences under “Plug-in” – “HTTP Server Input 1” – “Protocol options” – “Port”.

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3. Printer Name and Logging

In the Printer name and logging screen you can set a name for the printer you wish to

create and setup the logging level.

Printer name

The setup program will check if a printer with the same name and number already

exists. If so, the number is automatically increased until no matching printer name is

detected. This then becomes the proposed printer name in this dialog.

As opposed to the other settings, the printer name can’t be changed after installation.

Logging

OLCS creates a log file per printer per day. The number of log messages can be set by

choosing the log level. Available log levels are:

DEBUG:



recommended to have the log level set to DEBUG for a long periods, as this will have an impact on the driver's processing speed. This mode will include INFO, WARN and ERROR messages too.

INFO



installation to supervise the operation of the driver. This mode will include WARN and ERROR messages too.

WARN:



files may be empty: this is by design and indicates, that the printer and the driver work as expected. This mode will include ERROR messages too.

Logs all messages and is intended to be used only for bug research. It is not

: Logs initialization messages. Administrators may choose this level for an initial

This is the default level and should be used for production use. In this mode log

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ERROR



intended for machines where OLCS has been working error free for several weeks.

When done click Next to continue.

: For users familiar to OLCS, this log level reduces the overhead to a minimum. It is

4. Communication Settings

The next screen contains communication settings.

In order to deliver jobs to Workflow, an HTTP Action name for print job submission needs to be

setup.

If OLCS is licensed and/or interactive mode is enabled (or required), then an HTTP Action name

for subsequent interaction is required.

The names of these HTTP action can be changed, but they must match the relevant Workflow

settings.

When done click Next to continue.

5. Finishing the installation

At this point Setup has collected the required information to install the printer driver and create

it. The next screen will ask you to continue by clicking the Install button.

A progress bar is shown, while the installation process is running.

After a successful installation, the Finish dialog is shown. Click Finish.

Your OLCS printer driver has now been installed:

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Once a printer driver is installed, a SysTray application is also installed. It displays information relating to the preparation and transfer of each print job.

Modifying an Existing Installation

To install an additional printer, modify a printer or delete a printer, run the installer again.

The installer will detect that it’s not being used for the first time and will present a different

screen.

Clicking the Next button will bring you to the selection page where you can decide to:

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Install a new printer



Modify the settings of an existing printer



Delete one or all existing printers



Adding a New Printer

Allows you to create a new OLCS printer. The wizard pages are the same as for a new

installation. Each printer can have its own settings.

Modifying the Printer Settings

Depending on the number of printers already installed, you will either see the Wizard window or

a dialog box from which you must select the printer you wish to modify.

The wizard pages are the same again, so you can modify any of the values (e.g. if the host name

has changed), except for the printer name which is grayed out and locked.

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+ 30 hidden pages