Objectif Lune PRes Connect - 1.5 Operation Manual
User Guide
Version:1.5
User Guide
Version 1.5
Last Revision:2017-04-12
Objectif Lune, Inc.
2030 Pie-IX, Suite 500
Montréal, QC, Canada, H1V 2C8
+1 (514) 875-5863
www.objectiflune.com
All trademarks displayed are the property of their respective owners.
© Objectif Lune, Inc. 1994-2017. All rights reserved. No part of this documentation may be
reproduced, transmitted or distributed outside of Objectif Lune Inc. by any means whatsoever
without the express written permission of Objectif Lune Inc. Objectif Lune Inc. disclaims
responsibility for any errors and omissions in this documentation and accepts no responsibility
for damages arising from such inconsistencies or their further consequences of any kind.
Objectif Lune Inc. reserves the right to alter the information contained in this documentation
without notice.
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Table of Contents
Table of Contents 5
Welcome to PReS Connect 1.5 12
Icons used in this guide 13
Setup And Configuration 14
System and Hardware Considerations 14
System Requirements 14
Environment considerations 15
Database Considerations 17
Network considerations 20
Language and Encoding considerations 20
Performance Considerations 21
Installation and Activation 23
Installation Pre-Requisites 24
User accounts and security 25
The Importance of User Credentials on Installing and Running PReS Connect 26
Installing PReS Connect on Machines without Internet Access 28
Installation Wizard 29
How to Run Connect Installer in Silent Mode 37
Activating a License 40
Migrating to a new computer 43
Information about PReS Workflow 8 43
Server Settings 44
Server Security Settings 44
Server Extension Settings 45
Uninstalling 48
Important Note:Stop any Anti-Virus Software before uninstalling Connect. 49
Impacts upon other Applications and Services 49
Uninstallation Wizard 49
The DataMapper Module 51
Basics 51
What's Next? 52
Data Mapping Configuration 52
Creating A New Data Mapping Configuration 52
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Opening a Data Mapping Configuration 62
Saving a Data Mapping Configuration 62
Data Mapping Workflow 63
Selecting Data 63
Extracting Data 72
About Promotional and Transactional Data 85
Steps 85
The Data Model 99
How to Use a Data Model? 100
About Records and Fields 101
Data Model File Structure 102
Data Source (Settings) 104
Input Data (Delimiters) 104
Boundaries 104
Data Samples 105
External JS Libraries 105
DataMapper User Interface 106
Menus 107
Panes 111
Example 118
Example 123
Left Operand 180
Condition 181
Operators 182
JavaScript 189
Defining Boolean Values 192
Boolean Expressions 192
Defining String Values 193
Building String Values 193
Defining Integer Values 194
Building Integer Values 194
Defining Float Values 195
Building Float Values 195
Defining Currency Values 196
Building Currency Values 196
Extracting dates 197
Defining a date/time format 197
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Examples of masks 198
Entering a date using JavaScript 198
Example 199
Defining Object Values 199
Toolbar 199
Shortcut Keys 201
Welcome Screen 201
DataMapper Scripts API 203
Objects 203
Functions 204
Methods 205
Write Your Own Scripts 210
Boundaries Using JavaScript 212
Objects 218
Functions 225
Methods 232
The Designer 251
Basic Steps 251
Templates 252
Contexts 265
Sections 267
Features 270
Print 271
Pages 272
Headers, footers, tear-offs and repeated elements (Master page) 272
Stationery (Media) 272
Creating a Print template with a Wizard 273
Print context 277
Print sections 280
Pages 287
Master Pages 295
Media 298
Email 303
Designing an Email template 304
Creating an Email template with a Wizard 307
Email context 311
Email templates 313
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Email header settings 316
Email attachments 320
Web 322
Creating a Web template with a Wizard 323
Web Context 327
Web pages 328
Forms 333
Using Form Elements 338
Using JavaScript 342
Capture OnTheGo 344
COTG Forms 345
Creating a COTG Form 345
Filling a COTG template 346
Testing the template 348
Sending the template to the Workflow tool 348
Using COTG data in a template 349
Designing a COTG Template 351
Capture OnTheGo template wizards 354
Using Foundation 358
Using COTG Elements 361
Testing a Capture OnTheGo Template 365
Content elements 369
Element types 370
Editing HTML 371
Attributes 371
Inserting an element 372
Selecting an element 373
Styling and formatting an element 374
Barcode 375
Boxes 415
Business graphics 418
COTG Elements 420
Date 425
Forms 426
Form Elements 431
Hyperlink and mailto link 434
Images 436
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Table 441
Text and special characters 445
Snippets 447
Adding a snippet 447
Creating a snippet 448
JSON Snippets 448
Styling and formatting 449
Local formatting versus style sheets 449
Layout properties 449
Styling templates with CSS files 450
How to position elements 458
Styling text and paragraphs 460
Background color and/or image 464
Border 465
Colors 468
Fonts 472
Spacing 474
Styling a table 475
Rotating elements 479
Locale 480
Personalizing content 481
Variable data 482
Conditional content 482
Dynamic images 482
Dynamic tables 483
Snippets 483
Scripts 483
Loading data 484
Variable Data 493
Formatting variable data 499
Showing content conditionally 502
Dynamic Images 504
Dynamic table 506
Personalized URL 510
Writing your own scripts 511
How scripts work 511
Creating a new script 512
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Writing a script 513
Managing scripts 515
Testing scripts 518
Optimizing scripts 521
Loading a snippet via a script 526
Control Scripts 528
Designer User Interface 541
Dialogs 543
Menus 613
Panes 624
Toolbars 639
Welcome Screen 644
Print Options 645
Job Creation Presets 698
Output Creation Settings 706
Designer JavaScript API 725
Designer API 725
Control Script API 725
Designer Scripts API 726
Control Script API 779
Generating output 795
Print output 795
Email output 795
Web output 796
Optimizing a template 796
Scripts 796
Images 797
Generating Print output 798
Saving Printing options in Printing Presets. 799
Connect Printing options that cannot be changed from within the Printer Wizard. 799
Print Using Standard Print Output Settings 800
Print Using Advanced Printer Wizard 801
Adding print output models to the Print Wizard 802
Splitting printing into more than one file 803
Variables available in the Output 803
Generating Fax output 810
Generating Tags for Image Output 811
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Generating Email output 812
Email output settings in the Email context and sections 813
Generating Email output from Connect Designer 814
Generating Email output from Workflow 815
Email attachments 816
Using an ESP with PReS Connect 817
Generating Web output 822
Attaching Web output to an Email template 823
Generating Web output from Workflow 824
Web output settings in the Web context and sections 824
Print Manager 826
Print Manager Introduction Video 826
Print Manager usage 826
Print Manager Interface 826
Menu options 827
Printers pane 827
Printer Queue pane 831
Printer Capabilities pane 832
Job Queue pane 833
History pane 834
Printer Status pane 834
Messages pane 835
Print Manager Preferences 836
Release Notes 839
Overview 839
Connect 1.5 Designer Enhancements and Fixes 840
Connect 1.5 DataMapping Enhancements and Fixes 844
Connect 1.5 Output Enhancements and Fixes 844
Connect 1.5 General Enhancements and Fixes 846
Connect 8.5 Workflow Enhancements and Fixes 847
Known Issues 848
Copyright Information 853
Legal Notices and Acknowledgments 854
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Welcome to PReS Connect 1.5
Note
Since we are always looking for new ways to make your life easier, we welcome your
questions and comments about our products and documentation. Shoot us an email at
doc@ca.objectiflune.com, or visit the online help: help.objectiflune.com and use the
feedback tool at the bottom of the page.
PReS Connect is a series of four tools designed to optimize and automate customer
communications management. They work together to improve the creation, distribution,
interaction and maintenance of your communications.
The PReS Connect Datamapper and Designer is designed to create output for print, email
and the web within a single template and from any data type, including formatted print streams.
Output presets applied outside the design phase make printing device independent.
The PReS Connect Designer is designed to create output for print and email within a single
template and from many data types. Output presets applied outside the design phase make
printing device independent.
The Designer has an easy-to-use interface that makes it possible for almost anyone to create
multi-channel output. More advanced users may use native HTML, CSS and JavaScript.
PReS Connect also includes a process automation server, called Workflow. It is capable of
servicing response form web pages and email to provide interactive business communications.
PReS Connect can create documents for tablets and mobile devices that run a free
CaptureOnTheGo App. Users with a CaptureOnTheGo subscription can then download
documents to their own devices, interact with them and send the captured data back to PReS
for conversion into additional documents or workflows.
This online documentation covers PReS Connect version 1.5.
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Icons used in this guide
Note
Complementary information that is not critical, but may help you better use PReS Connect.
Tip
Information that is useful or suggests an easier method.
Technical
Information that may require specific knowledge to understand.
Warning
Information that is potentially critical to using PReS Connect. Pay close attention.
Icons are used throughout this guide to point your attention to certain information.
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Setup And Configuration
This chapter describes the PReS Connect installation and the different considerations that are
important in regards to the installation and use of PReS Connect.
l "System and Hardware Considerations" below
l "Installation and Activation" on page23
l "Server Settings" on page44
l Uninstalling
System and Hardware Considerations
There are a variety of considerations to be aware of. These are documented in the following
pages:
l "System Requirements" below
l "Environment considerations" on the next page
l "Database Considerations" on page17
l "Network considerations" on page20
l "Language and Encoding considerations" on page20
l "Performance Considerations" on page21
System Requirements
These are the system requirements for PReS Connect 1.5
Operating System (64-bit only)
l Microsoft Windows 2008/2008 R2 Server
l Microsoft Windows 2012/2012 R2 Server
l Microsoft Windows Vista
l Microsoft Windows 7
l Microsoft Windows 8.1
l Microsoft Windows 10
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Note
Windows 8.0, Windows XP, Windows 2003 and older versions of Windows are not
supported by PReS Connect.
Minimum Hardware Requirements
Note
For tips and tricks on performance, see "Performance Considerations" on page21.
Warning
Copying (duplicating) a Virtual Machine with Connect installed and using both images
simultaneously constitutes an infringement of our End-User License Agreement.
Note
While some virtual machine environments (from VMWare and Microsoft) are supported,
other virtual environments (such as Parallels, Xen and others) are not supported at this
l NTFS Filesystem (FAT32 is not supported)
l CPU Intel Core i7-5960X @ 3.00GHz (8 core with Hyper-Threading)
l 16GB RAM
l Disk Space: At least 10GB (20GB recommended)
Environment considerations
Virtual Machine Support
PReS Connectsupports VMWare Workstation, VMWare Server, VMWare Player, VMWare ESX
(including VMotion), Microsoft Hyper-V and Microsoft Hyper-V/Azure infrastructure
environments as software installed on the Guest operating system.
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time.
Terminal Server/Service
PReS Connect does not support Terminal Server (or Terminal Service) environment as
possible under Windows 2000, 2003 and 2008. This is to say, if Terminal Service is installed
on the server where PReS Connect is located, unexpected behaviours may occur and will not
be supported by Objectif Lune Inc.. Furthermore, using PReS Connect in a Terminal Service
environment is an infringement of our End-User License Agreement.
Remote Desktop
Tests have demonstrated that PReS Connect can be used through Remote Desktop. It is
however possible that certain combination of OS could cause issues. If problems are
encountered, please contact OLSupport and we will investigate.
PReS Connect 1.3 and later have been certified under Remote Desktop.
64-bit Operating Systems
PReS Connect is a 64-bit software and can only be installed on 64-bit operating systems.
Antivirus Considerations
l Antivirus software may slow down processing or cause issues if they are scanning in
temporary folders or those used by PReS Connect. Please see KB-002: Antivirus
Exclusions for more information.
l Antivirus software might interfere with installation scripts, notably a vbs script to install
fonts. McAfee, in particular, should be disabled temporarily during installation in order for
MICR fonts to install and the installation to complete successfully.
Windows Search Indexing Service
Tests have concluded that the Windows Search service, used to provide indexing for Windows
Search, can interfere with Connect when installing on a virtual machine. If the installation
hangs during the last steps, it is necessary to completely disable this service during installation.
l Click on Start, Run.
l
Type in services.msc and click OK.
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l
Locate the Windows Searchservice and double-click on it.
l
Change the Startup Type to Disable, and click Stop to stop the service.
l
Try the installation again.
l
Once completely, you may re-enable the service and start it.
Commandline switches and .ini entries
PReS Connect is intended to work stably and reliably, based on Java and the Eclipse
framework. To ensure this reliability and robustness, many Java and Eclipse parameters have
been tested and tuned, which is reflected in the respective .ini entries and the used command
line switches. A collection of valuable settings has been elaborated and found its entry in PReS
Connect “good switches list” (called the “whitelist”).
The protection of the end user’s system is one of our main goals and therefore we have
implemented a very strict verification mechanism, which ensures, that only these whitelisted ini
entries and commandline switches are accepted, when one of Connect components is started
and run. Please be therefore advised, that any non-whitelisted ini entry or commandline switch
will be accepted and will - if tried to be used - lead to the respective application’s “sudden
death”. If you should encounter such a behaviour then please double-check your Connect log
file/s for respective entries.
Database Considerations
This page describes the different considerations and pre-requisites for the database back-end
used by PReS Connect, whether using the MySQL instance provided by the installer, or preexisting instance.
Using the MySQL Instance from the Installer
The MySQL Instance provided in the Installation Wizard is already pre-configured with options
to provide the most stable back-end setup.
These are the specific options that have been changed in our version of "my.ini":
l
max_connections = 200 : PReS Connect uses a lot of database connections. This
number ensures that even in high volume environments, enough connections will be
available.
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l
max_allowed_packet = 500M : In some implementations, especially when using Capture
OnTheGo, large packet sizes are required to allow transferring binary files. This
substantial packet size maximum setting ensures that the data received by PReS
Connect will be able to be stored within the database.
l
character-set-server = utf8 , collation-server = utf8_unicode_ci , default-characterset=utf8 : These indicate database support for UTF-8/Unicode.
Using a pre-existing MySQL Instance
If MySQL server is already installed and you wish to use it, the following should be taken into
consideration:
l The MySQL account must have access to all permissions using the GRANT Command,
including creating databases.
l The database configuration must include the options detailed in the "Using the MySQL
Instance from the Installer" on the previous page topic above.
l The SQL instance must be open to access from other computers. This means the bind-
address option should not be set to 127.0.0.1 or localhost.
Using MS SQL Server from the Installer
l
When MS SQL is selected, the default values for root user are sa and 1433 for the port.
l If db settings from a previous installation are found, the pre-exising settings will be
displayed for the matching db type (for MS SQL settings, this will only work if they were
created with Server Config Tool 1.5.0 or later, or the Connect installer 1.6.0 or later). If the
db type is changed in the configuration page, the default values for this db type will be
displayed. If the pre-existing db settings are set to Hsqldb, the default db type selection
will be MySQL.
l Selected db settings are stored in the preferences as usual (C:\ProgramData\Objectif
Lune\Ol
Connect\.settings\ConnectHostScope\com.objectiflune.repository.eclipselink.generic.pref
s)
Updating With No Local MySQL Product
l When updating a Connect installation from 1.5.0 which contains a Server Product but no
local MySQL Product, the DB Configuration Page will detect which db type was set
before (especially if the db configuration was switched from MySQL to MS SQL using the
Server Configuration Tool), and default to those settings.
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l On Update from 1.4.2 or earlier, the DB Configuration Page will always default to MySQL
connection settings, and if the installation was manually tweaked to connect to MS SQL
Server, the user has to switch to "Microsoft SQL Server" type and enter connection details
again.
Installing / Updating Connect Using a Local MySQL
l The Configuration page for the local MySQL is displayed.
l MySQL settings are pre-filled with default values if no existing MySQL db configuration is
found.
l MySQL settings are pre-filled with existing db configuration settings, if they point to a
MySQL db type.
When modifying Connect
l If local MySQL is removed from an installation, the DB Configuration page will offer
additionally the Microsoft SQL Server db type with respective default values.
l If local MySQL is added to an installation, the usual MySQL Configuration page with
default values will be displayed.
Important
If a Server Product and a MySQL Product were selected to be installed on Connect 1.5.0, and
then the Server Configuration Tool is used to switch the database used by the Server to an
external Microsoft SQL, then the Update to 1.6 requires an extra step. The procedure is as
follows:
1.
Run the Update to Connect 1.6. This will assume the local MySQL database needs to
be updated and configured, so the user has to enter a root password on the MySQL
Configuration Page (can be any password matching Connect security rules).
2.
After the update, the Connect 1.6 Setup needs to be run once more to modify Connect.
3.
On the Product Selection page, now the MySQL product can be unselected.
4. When stepping forward in the Wizard, the DB Configuration page will be displayed which
allows to configure the Microsoft SQL Server with appropriate settings.
After this modification, the local MySQL is removed, and also the service dependency from
Server to MySQL is removed.
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Note
If Connect was initially installed not containing the local MySQL product (i.e. on 1.5 installation an
external MySQL was configured as database), then the Update to 1.6 will allow to select either
external MySQL or external Microsoft SQL on the DB Configuration Page.
Network considerations
The following should be taken into consideration in regards to network settings and
communications
l
If a local proxy is configured (in the Internet Explorer Optionsdialog, the option Bypass
proxy server for local addresses must be checked, or some features depending on
local communication will not work.
Language and Encoding considerations
Please note the following considerations:
l
Language:
l PReS Connect is currently offered in several languages. These languages can be
switch between via the Preferences dialog. The current languages include:
l English
l French
l German
l Spanish
l Italian
l Portuguese
l Chinese (Simplified)
l Chinese (Traditional)
l Japanese.
The default language is English.
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The PReS Connect help system (this document) is currently only available in
English.
l
Encoding:
l Issues can sometimes be encountered in menus and templates when running
PReS Connect on a non-English operating system. These are due to encoding
issues and will be addressed in a later release.
Performance Considerations
This page is a comprehensive guide to getting the most performance out of PReS Connect as
well as a rough guideline to indicate when it's best to upgrade.
Performance Analysis Details
In order to get the most out of PReS Connect, it is important to determine how best to maximize
performance. The following guidelines will be helpful in extracting the best performance from
PReS Connect before looking into hardware upgrades or extra PReS Connect performance
packs.
l
Job Sizes and Speed: In terms of pure output speed, it's important to first determine what
job size is expected, and adjust Scheduling Preferences accordingly. The basic rules are:
l If processing a small number of very large records (when each individual record is
composed of a large number of pages), more instances with an equal amount of
speed units is better. For hardware, RAM and Hard Drive speeds are most
important, since the smallest divisible part (the record) cannot be split on multiple
machines or even cores.
l If creating a very large number of small records (hundreds of thousands of 2-3 page
individual records, for instance), a smaller number of instances with a large number
of speed packs would be better. As for hardware, then the number of cores becomes
critical, whereas RAM and hard drive are secondary. Performance Packs, as well as
the MySQL instance being separate, would be helpful if your most powerful
machine starts struggling.
l Mix and match. For example, one instance prioritized for large jobs and the rest for
smaller, quicker jobs. Or the contrary. Or, whatever you want, really.
l
RAM Configuration: By default, each instance of the Merge Engine and Weaver Engine
is set to use 640MB of RAM. This means that regardless of speed units, if not enough
memory is available, output speed might not be as expected. Assuming that the machine
itself is not running any other software, the rule of thumb is the following: The total number
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of used memory in the machine should be pretty much the maximum available (around
95%).
For each engine, it's necessary to modify the .ini file that controls its JAVA arguments.
Edit as follows:
l For the Merge Engine: see C:\Program Files\Objectif Lune\OL
Connect\MergeEngine\Mergeengine.ini
l For the Weaver Engine: see C:\Program Files\Objectif Lune\OL
Connect\weaverengine\Weaverengine.ini
l The parameters are -Xms640m for the minimum RAM size, -Xmx640m for the
maximum RAM size. Explaining Java arguments is beyond the scope of this
document. Please read references here, here and here for more details (fair
warning: these can get pretty technical!).
l
Template and data mapping optimization: Some functionality offered by the
DataMapper and Designer modules are very useful, and sometimes downright awesome,
but can cause the generation of records and of contents items to slow down due to their
nature. Here are some of them:
l
Preprocessor and Postprocessor scripts: manipulating data using a script may
cause delays before and after the data mapping action has actually taken place,
especially file conversion and data enrichment from other sources.
l
Loading external and network resources: In Designer, using images, javascript
or css resources located on a slow network or on a slow internet connection will
obviously lead to a loss of speed. While we do our best for caching, a document
with 100,000 records which queries a page that takes 1 second to return a different
image each time will, naturally, slow output generation down by up to 27 hours.
l
External JavaScript Libraries: While loading a single JavaScript library from the
web is generally very fast (and only done once for the record set), actually running a
script on each generated page can take some time. Because yes, JavaScript will
run for each record, and often take the same time for each record.
l
Inefficient Selectors: Using very precise ID selectors in script wizards can be much
faster than using a text selector, especially on very large documents. (more details
on this in another upcoming page).
l
Complex Scripts: Custom scripts with large, complex or non-optimized loops can
lead to slowing down content creation. While it is sometimes difficult to troubleshoot,
there are many resources online to help learn about JavaScript performance and
coding mistakes. Here, here, and here are a few. Note that most resources on the
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web are about JavaScript in the browser, but the greatest majority of the tips do,
Note
A PDF version of this guide is available for use in offline installations. Click here to
download it.
indeed, apply to scripts in general, wherever they are used.
High-Performance Hardware
The following is suggested when processing speed is important. Before looking into a
Performance Packs to enhance performance, ensure that the below requirements are met.
l
A physical, non-virtualized server. VMWare servers are great for reducing the numbers
of physical machines in your IT space, but they must share the hardware between each
other. While you can create a virtual machine that seems as powerful as a physical, it will
still be sharing hardware with any other virtual machines, and this will adversely affect
performance.
l
MySQL Database on a separate machine. MySQL's main possible bottleneck is file I/O,
and as such a high-performance setup will require this server to be on a separate
machine, ideally with a high-performance, low-latency hard drive. A Solid State Drive
(SSD) would be recommended.
l
High-Quality 16+ GB Ram.This is especially true when working with many server
instances ("speed units") running in parallel. The more parallel processing, the more
RAM is recommended.
l
4 or 8 physical cores. We're not talking Hyper-Threading here, but physical cores.
Hyper-Threading is great with small applications, but the overhead of "switching"
between the virtual cores, and the fact that, well, they're virtual, means the performance is
much lesser on high-power applications such as OL Connect. In short, a dual-core
processor with Hyper-Threading enabled is not equivalent to a quad-core processor.
Installation and Activation
This topic provides detailed information about the installation and activation of PReS Connect
1.5.
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PReS Connect 1.5 is comprised of 2 different installers: one for the PReS Connect software
and one for PReS Workflow 8.
Where to Obtain the Installers:
The installers for PReS Connect 1.5 and PReS Workflow 8 can be obtained on DVD or
downloaded as follows:
l If you are a Customer, the installers can be downloaded from the Objectif Lune Web
Activations page: http://www.objectiflune.com/activations
l If you are a Reseller, the installers can be downloaded from the Objectif Lune Partner
Portal: http://extranet.objectiflune.com/
For information on licensing, please see Activating your license.
Installation Pre-Requisites
l Make sure your system meets the System requirements.
l PReS Version 1.5 can be installed under a regular user account with Administrator
privileges.
l
Connect must be installed on an NTFS file system.
l PReS requires Microsoft .NET Framework 3.5 already be installed on the target system.
l In order to use the automation feature in Version 1.5, PReS Workflow 8 will need to be
installed. This can be installed on the same machine as an existing PlanetPress® Suite
7.6 installation or on a new computer. For more information, please see Information about
PReS Workflow 8.
l As with any JAVA application, the more RAM available, the faster the product will
execute.
Users of Connect 1.1
In order for users of PReS Connect 1.1 to upgrade to any later version through the Update
Manager it is necessary to install a later version (1.1.8 or later) of the Objectif Lune Update
Client.
If you do not have such a version installed already, the next time you run your Update Client it
will show that there is an update available of itself to Version 1.1.8 (or later).
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Simply click on the download button in the dialog to install the new version of the Update
Note
From PReS Connect Version 1.2 onwards, the new version (1.1.8)of the Update Client is
included by default with all setups.
Client. Note that it is no problem to run the update while the Client is open. It will automatically
update itself.
Once you have done this, PReS Connect 1.5 will become available for download.
User accounts and security
Permissions for PReS Connect Designer
PReS Connect Designer does not require any special permissions to run besides a regular
program. It does not require administrative rights and only needs permission to read/write in
any folder where Templates or Data Mapping Configurations are located.
If generating Print output, PReS Connect Designer requires permission on the printer or printer
queue to send files.
Permissions for PReS Connect Server
The PReS Connect Server module, used by the Automation module, requires some special
permissions to run. These permissions are set during installation, in the Engine Configuration
portion of the Installation Wizard, but it can also be configured later by modifying permissions
for the service. To do this:
l In Windows, open the Control Panel, Administrative Tools, then Services (this may
depend on your operating system).
l Locate the service called Serverengine_UUID , where UUID is a series of characters that
depend on the machine where the software is installed.
l
Right-click on the service and select Properties.
l
In the Connection tab, define the account name and password that the service should
use. This can be a local account on the computer or an account on a Windows Domain.
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The account must have administrative access on the machine. It should also correspond
to the user account set up in PReS Worfklow.
The Importance of User Credentials on Installing and Running PReS Connect
OL Connect and required credentials depends heavily on the Connect component and
respective tasks and what sort of user credentials are needed.
First of all, it is important to distinguish between installation and run-time
Installation
The Connect installer puts all required files, folders, registry entries and much more to their
correct places and locations. As many of these locations are protected against malicious
accesses, that very user under whose context the Connect installation is started and running,
needs very extensive rights on the respective computer. This user must belong to the Local
Administrators group on that machine. Here are some required capabilities, this user:
l Must be able to write into the "Programs" folder.
l Must be allowed to check for existing certificates and must also be allowed to install new
ones into the global certificate store on that machine.
l Must be able to write into HKLM and any subtree of it in the registry.
l Must be able to INSTALL, START and RUN services and also to MODIFY service
settings.
l Must be known in the network the machine belongs to and must also need to be able to
use shared network resources like shared drives and/or printers etc.
This list may not be complete, but it gives the extent of the requirements. Generally, the local
administrator of the machine will have all these credentials, but there may exist network
restrictions and policies, which will block one or more of these capabilities. In such cases, the
respective network administrator should provide a valid user account for the installation.
User Account
The user account shall be used to later RUN one of the Connect Server flavors (Server or
Server Extension). This dedicated user account has to be entered on the respective installer
dialog page and must be allowed to START, STOP and RUN services on this machine. This is
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different from the credentials of the installation user account, which additionally requires the
right to INSTALL services. Please be aware of this fact!
Additionally, the Server user must be able to access any network resources that are required for
OL Connect to function properly. This includes e.g. additional drives, printers, scanners, other
computers and, where appropriate, internet resources, URLs, mail servers, FTP servers,
database servers and everything else planned to be used for the intended operation of
Connect. The Server user is the run-time user.
Connect Components
Usually, a standard end user will only be facing Connect Designer and maybe the License
Activation Tool. Designer this does not require administrator rights. Either everything required
to create documents or also to run some tasks will be already available (installed by the
installer) or be accessible in a way, where no specific credentials are required. However some
tasks like starting an email campaign will possibly require a respective account at a mail server.
But this has generally nothing to do with the credentials of the Designer user.
Activation Tool
To run the Software Activation Tool, administrator rights are required because this tool needs to
write the license file in one of the protected folders of Windows. The tool will however allow to
restart it with respective credentials if required.
MySQL
MySQL database service is installed by the install user (thus again the requirement of
installing, starting, running and modifying services). Once running it will just work.
Merge and Weaver Engines
These components do run under the Designer (if only Designer is installed) or the Server /
Extension service(s) and inherit the rights of their parent application.
Server (Extension) Configuration Tool
This component needs to access the settings of the Server. As these are stored and read by the
Server, it should be clear that the user used to run the Configuration tool should be the same as
the Server Service user as explained above.
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Installing PReS Connect on Machines without Internet Access
Installing PReS Connect1.5 in offline mode requires some extra steps. These are listed below.
GoDaddy Root Certificate Authority needs to be installed.
In order to install PReS Connect it is necessary for the GoDaddy Root Certificate Authority to
be installed (G2 Certificate) on the host machine and for this to be verified online. When a
machine hosting the installation does not have access to the Internet, the installation will fail
because the verification cannot be performed. To solve this problem one must first ensure that
all Windows updates have been installed on the host machine. Once the Windows updates are
confirmed as being up to date, then complete the following steps:
1. Go to https://certs.godaddy.com/repository and download the following two certificates to
copy to the offline machine:
l GoDaddy Class 2 Certification Authority Root Certificate - G2 - the file is gdroot-
g2.crt
l GoDaddy Secure Server Certificate (Intermediate Certificate) - G2 - the file is
gdig2.crt
2. Install the certificates: Right mouse click -> Install Certificate, and follow the steps through
the subsequent wizard.
3. Now copy the PReS Connect installer to the offline machine and start the installation as
normal
Windows certificate validation - Certificate Revocation List retrieval should be switched
off
For your security Objectif Lune digitally signs all relevant files with our own name and
certificate. The integrity of these files is checked at various times by different, context related,
methods. One of these checks, done during the installation process, uses the Windows
certificate validation check. .
The Windows certificate validation process not only checks the integrity of a file against its
signature, but also usually checks if the certificate itself is still valid. That check is done against
the current Certificate Revocation List (CRL), which needs to be retrieved from the internet.
However, if the machine in question does not have internet access, the retrieval of the CRL
must fail, which will lead to subsequent validation issues.
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To circumvent such issues it is highly recommended to switch off the CRL retrieval prior to
Note
PReS Connect requires prior installation of Microsoft .NET Framework 3.5 (please refer to
https://www.microsoft.com/en-us/download/details.aspx?id=21 for more details).
installing Connect on machines without internet access. There is no security risk associated
with this, as the CRLs would never be retrievable without internet access, anyway. Advantage
of the switch will not only be found during the installation and operation of Connect, but also in
some speed improvements for any application which use signed binaries.
To switch off CRL retrieval on the computer, complete the following steps:
1. Open the “Internet Options” via the Control Panel
2. Select the “Advanced” tab and scroll down to “Security” node.
3. Uncheck the entry “Check for publisher’s certificate revocation” under that node.
4. Click the OKbutton to close the dialog.
5. Re-start the computer.
Installation Wizard
Starting the PReS Connect installer
The PReS Connect installer may be supplied as an ISO image or on a DVD:
l If an ISO image, either burn the ISO onto a DVD or unzip the contents to a folder (keeping
the folder structure)
l If on a DVD, either insert the DVD and initiate the installation from there or copy the
contents to a folder (keeping the folder structure)
Navigate to the PReS_Connect_Setup_x64.exe or and double-click on it. After a short while
the Setup Wizard will appear as a guide through the installation steps.
Selecting the required components
After clicking the Next button, the component selection page appears, where the different
components of PReS Connect can be selected for installation. Currently, the following are
available:
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l
Technical
All instances of PReS Connect Server and PReS Connect Server Extension must use the
same instances of MySQL. Although it is possible for each separate Server installation to have its
own MySQL instance, doing so will prevent the Servers from functioning together in a "Server
Clustering" on page45 setup. However, this instance can be on any Server whether it is a Server
(master) or Server Extension (slave) machine.
PReS Connect Designer: The Designer module. It may be used as a standalone with no
other installed modules, but it will not have certain capabilities such as automation and
commingling.
l
PReS Connect Print Manager: The Print Manager module required for handling IPDS
print output, as also available for managing PCLand PostScript output.
l
PReS Connect Server: The Server back-end giving capabilities such as automation,
commingling, picking. It saves all entities generated from the Automation module into a
database for future use.
l
PReS Connect Server Extension: A slave server for a PReS Connect Server module.
When an extension is installed, it communicates with the master server and shares tasks.
Only one Server or Server Extension can be installed per machine, not both.
l
MySQL Product: The database used by the PReS Connect Engine to save its items.
This item is optional if an existing MySQL server, either on the same computer or a
separate server, is to be used.
l
Installation Path: This is the location where modules are to be installed.
The installer can also calculate how much disk space is required for installing the selected
components as well as how much space is available:
l
Disk space required: Displays the amount of space required on the disk by the selected
components.
l
Disk space available on drive: Displays the amount of space available for installation on
the drive currently in the Installation Path.
l
Recalculate disk space: Click to re-check available disk space. This is useful if space
has been made available for the installation while the installer was open.
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