Objectif Lune PrintShop Mail Connect - 1.6 Operation Manual

User Guide

Version:1.6.1

User Guide Version 1.6.1 Last Revision:2017-04-18

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 5

Welcome to PrintShop Mail Connect 1.6.1 9

Setup And Configuration 11

System and Hardware Considerations 11

System Requirements 11 Environment considerations 12 Database Considerations 14 Network considerations 18 Language and Encoding considerations 18 Performance Considerations 19

Installation and Activation 21

Installation Pre-Requisites 22 User accounts and security 22 The Importance of User Credentials on Installing and Running PrintShop Mail Connect 23 Installing PrintShop Mail Connect on Machines without Internet Access 25 Installation Wizard 26 Running Connect Installer in Silent Mode 29 Activating a License 33 Migrating to a new computer 36

Uninstalling 36

Important Note:Stop any Anti-Virus Software before uninstalling Connect. 36 Impacts upon other Applications and Services 37 Uninstallation Wizard 37

The Designer 38

Basic Steps 38

Features 39 Templates 40 Contexts 45 Sections 46

Print 50

Creating a Print template with a Wizard 52 Print context 56 Print sections 59

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Pages 66 Master Pages 73 Media 77

Email 82

Designing an Email template 83 Creating an Email template with a Wizard 86 Email context 90 Email templates 92 Email header settings 95 Email attachments 99

Content elements 101

Element types 101 Editing HTML 102 Attributes 103 Inserting an element 104 Selecting an element 105 Styling and formatting an element 106 Barcode 106 Boxes 147 Business graphics 151 Date 153 Hyperlink and mailto link 154 Images 156 Table 160 Text and special characters 164

Snippets 166

Adding a snippet 166 Creating a snippet 167 JSON Snippets 167

Styling and formatting 168

Local formatting versus style sheets 168 Layout properties 169 Styling templates with CSS files 169 Styling text and paragraphs 177 How to position elements 181 Rotating elements 183 Styling a table 184

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Background color and/or image 188 Border 189 Colors 192 Fonts 196 Locale 198 Spacing 199

Personalizing Content 200

Loading data 202 Variable Data 209 Formatting variable data 215 Showing content conditionally 217 Dynamic Images 220

Writing your own scripts 221

How scripts work 222 Creating a new script 222 Writing a script 224 Managing scripts 226 Testing scripts 229 Optimizing scripts 232 Loading a snippet via a script 237 Control Scripts 239

Designer User Interface 252

Dialogs 254 Menus 318 Panes 326 Toolbars 340 Welcome Screen 345 Print Options 346 Job Creation Presets 399 Output Creation Settings 407

Designer JavaScript API 426

Designer Scripts API 427 Control Script API 476

Generating output 492

Optimizing a template 493

Scripts 493 Images 493

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Generating Print output 494

Saving Printing options in Printing Presets. 495 Connect Printing options that cannot be changed from within the Printer Wizard. 496 Print Using Standard Print Output Settings 496 Print Using Advanced Printer Wizard 498 Adding print output models to the Print Wizard 498 Splitting printing into more than one file 499 Variables available in the Output 500 Generating Tags for Image Output 506

Generating Email output 508

Email output settings in the Email context and sections 509 Using an ESP with PrintShop Mail Connect 510

Print Manager 516

Print Manager Introduction Video 516 Print Manager usage 516 Print Manager Interface 516

Menu options 517 Printers pane 518 Printer Queue pane 521 Printer Capabilities pane 522 Job Queue pane 523 History pane 524 Printer Status pane 525 Messages pane 526 Print Manager Preferences 526

Release Notes 529

Overview 529 Connect 1.6.1 General Enhancements and Fixes 530 Connect 1.6.1 Designer Enhancements and Fixes 532 Connect 1.6.1 Output Enhancements and Fixes 533 Known Issues 535

Legal Notices and Acknowledgments 538

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Welcome to PrintShop Mail Connect

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.

Note

Information that is important or essential to the completion of a task.

1.6.1

PrintShop Mail Connect is a tool designed to optimize customer communications. It is designed to improve the creation, distribution, interaction and maintenance of your communications.

The PrintShop Mail 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.

This online documentation covers PrintShop Mail Connect version 1.6.1.

Icons used in this guide

Icons are used throughout this guide to point your attention to certain information.

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Tip

Complementary information that may help you better use PrintShop Mail Connect or suggests an easier method.

Warning

Information that is potentially critical to using PrintShop Mail Connect. Pay close attention.

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Setup And Configuration

This chapter describes the PrintShop Mail Connect installation and the different considerations that are important in regards to the installation and use of PrintShop Mail Connect.

l "System and Hardware Considerations" below

l "Installation and Activation" on page21

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 facing page

l "Database Considerations" on page14

l "Network considerations" on page18

l "Language and Encoding considerations" on page18

l "Performance Considerations" on page19

System Requirements

These are the system requirements for PrintShop Mail Connect 1.6.1

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 (Pro and Enterprise versions only)

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Note

Windows 8.0, Windows XP, Windows 2003 and older versions of Windows are not supported by PrintShop Mail Connect.

Minimum Hardware Requirements

Note

For tips and tricks on performance, see "Performance Considerations" on page19.

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 i7-4770 Haswell (4 Core)

l 8GB RAM (16GB Recommended)

l Disk Space: At least 10GB (20GB recommended)

Environment considerations

Virtual Machine Support

PrintShop Mail 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

PrintShop Mail 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 PrintShop Mail Connect is located, unexpected behaviours may occur and will not be supported by Objectif Lune Inc.. Furthermore, using PrintShop Mail Connect in a Terminal Service environment is an infringement of our End-User License Agreement.

Remote Desktop

Tests have demonstrated that PrintShop Mail 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 OLSupport and we will investigate.

PrintShop Mail Connect 1.3 and later have been certified under Remote Desktop.

64-bit Operating Systems

PrintShop Mail 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 PrintShop Mail 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.

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l Click on Start, Run.

Type in services.msc and click OK.

Locate the Windows Searchservice and double-click on it.

Change the Startup Type to Disable, and click Stop to stop the service.

Try the installation again.

Once completely, you may re-enable the service and start it.

Commandline switches and .ini entries

PrintShop Mail 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 PrintShop Mail 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 PrintShop Mail Connect, whether using the MySQL instance provided by the installer, or pre-existing 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":

max_connections = 200 : PrintShop Mail Connect uses a lot of database connections. This number ensures that even in high volume environments, enough connections will be

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available.

Note

Since PrintShop Mail Connect version 1.6 the minimum required version of the MS SQL Server is SQLServer 2012.

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 PrintShop Mail Connect will be able to be stored within the database.

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

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

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Connect\.settings\ConnectHostScope\com.objectiflune.repository.eclipselink.generic.pref

Note

The MSSQL selection capability will be available only with 1.6 version and upwards.

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.

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.

If the user has installed the Installer Supplied MySQL and then switches to a foreign MSSQL by using the Server Configuration Tool, the supplied MySQL cannot be switched off. By design the installer adds a service dependency between Connect Server and the supplied MySQL service.

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To remove this dependency the user needs to do the following

Warning

If a Connect 1.5 user wants to use MSSQL instead of MySQL for the Connect Server, there are several points to be taken care of:

IF there should possibly be available some foreign MySQL instance, which could be used intermediately, then this should be selected during the setup. This ensures, that no stuff gets installed. Otherwise the supplied MySQL needs to be installed and the switch to MSSQL needs to be done as outlined above.

l It is not possible to uninstall the supplied MySQL in this case via a Connect 1.5

modify.

1. Have a foreign MSSQL running, ready for use with Connect Server.

2. Use the Server Configuration Tool (SCT) to switch the database to MSSQL.

3. (Re-)start Connect Server Service, so that the modifications will become active.

4. Counter check that everything is working properly with MSSQL.

5. Open a commandline prompt with full administration rights.

6. Enter the command sc config OLConnect_Server depend= /. This removes the dependency. Please be aware: The key word depend must be followed immediately by the equal sign, but between the equal sign and the forward slash there must be a space. Additional information can be found here: http://serverfault.com/questions/24821/how-

to-add-dependency-on-a-windows-service-after-the-service-is-installed#228326.

7. After the dependency has been removed, it is possible to stop the supplied MySQL service (OLConnect_MySQL).

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:

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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.

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).

After the update, the Connect 1.6 Setup needs to be run once more to modify Connect.

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.

Network considerations

The following should be taken into consideration in regards to network settings and communications

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:

Language:

l PrintShop Mail Connect is currently offered in several languages. These languages

can be switch between via the Preferences dialog. The current languages include:

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Encoding:

l Issues can sometimes be encountered in menus and templates when running

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. The PrintShop Mail Connect help system (this document) is currently only available in English.

PrintShop Mail 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 PrintShop Mail 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 PrintShop Mail Connect, it is important to determine how best to maximize performance. The following guidelines will be helpful in extracting the best performance from PrintShop Mail Connect before looking into hardware upgrades or extra PrintShop Mail Connect performance packs.

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 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:

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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!).

Template and data mapping optimization: Some functionality offered by the Designer module 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:

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.

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.

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).

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 web are about JavaScript in the browser, but the greatest majority of the tips do, 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.

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Note

A PDF version of this guide is available for use in offline installations. Click here to

download it.

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.

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.

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.

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 PrintShop Mail Connect 1.6.1.

Where to Obtain the Installers:

The installers for PrintShop Mail Connect 1.6.1 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

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l If you are a Reseller, the installers can be downloaded from the Objectif Lune Partner

Note

From PrintShop Mail Connect Version 1.2 onwards, the new version (1.1.8)of the Update Client is included by default with all setups.

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 PrintShop Mail Version 1.6.1 can be installed under a regular user account with

Administrator privileges.

Connect must be installed on an NTFS file system.

l PrintShop Mail requires Microsoft .NET Framework 3.5 already be installed on the target

system.

l As with any JAVA application, the more RAM available, the faster the product will

execute.

User accounts and security

Permissions for PrintShop Mail Connect Designer

PrintShop Mail 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 are located.

If generating Print output, PrintShop Mail Connect Designer requires permission on the printer or printer queue to send files.

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The Importance of User Credentials on Installing and Running PrintShop Mail 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 different from the credentials of the installation user account, which additionally requires the right to INSTALL services. Please be aware of this fact!

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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 PrintShop Mail Connect on Machines without Internet Access

Installing PrintShop Mail Connect1.6.1 in offline mode requires some extra steps. These are listed below.

GoDaddy Root Certificate Authority needs to be installed.

In order to install PrintShop Mail 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 PrintShop Mail 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.

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However, if the machine in question does not have internet access, the retrieval of the CRL

Note

PrintShop Mail 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).

must fail, which will lead to subsequent validation issues.

To circumvent such issues it is highly recommended to switch off the CRL retrieval prior to 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 OKbutton to close the dialog.

5. Re-start the computer.

Installation Wizard

Starting the PrintShop Mail Connect installer

The PrintShop Mail 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 PrintShop Mail_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.

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Selecting the required components

After clicking the Next button, the component selection page appears, where the different components of PrintShop Mail Connect can be selected for installation. Currently, the following are available:

PrintShop Mail 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.

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:

Disk space required: Displays the amount of space required on the disk by the selected components.

Disk space available on drive: Displays the amount of space available for installation on the drive currently in the Installation Path.

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.

Source repository location: Displays the path where the installation files are located. This can be a local drive, installation media, or a network path.

Selection Confirmation

The next page confirms the installation selections made. Click Next to start the installation itself.

End User License Agreement

The next page displays the End User License Agreement, which needs to be read and accepted before clicking Next.

Click Next to start the actual installation process. This process can take several minutes.

Completing the installation

This screen describes a summary of the components that have been installed.

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Technical

Before activating the software, please wait 5 minutes for the database to initialize. If the software is activated and the services rebooted too quickly, the database can become

Configure Update Check checkbox: This option is enabled by default. It causes the Product Update Manager to run after the installation is complete. This allows

configuring PrintShop Mail Connect to regularly check for entitled updates. Note: this checkbox may not be available in the event that an issue was encountered during the installation.

Show Log... : If an issue was encountered during the installation, click this button to obtain details. This information can then be provided to Objectif Lune for troubleshooting.

l When ready, click the Finish button to close the installation wizard, and initialize the

Product Update Manager, if it was selected.

The Product Update Manager

If the Configure Update Check option has been selected, the following message will be displayed after clicking “Finish” in the setup:

Click “Yes” to install or open the Product Update Manager where the frequency with which the updates can be checked and a proxy server (if required) can be specified. Note: if the Product Update Manager was already installed by another Objectif Lune application, it will be updated to the latest version and will retain the settings previously specified.

Select the desired options and then click OK to query the server and obtain a list of any updates that are available for your software.

l Note that the Product Update Manager can also be called from the “Objectif Lune Update

Client” option in the Start menu.

l It can be uninstalled via Control Panel | Programs | Programs and Features.

Product Activation

After installation, it is necessary to activate the software. See Activating your license for more information.

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corrupted and require a re-installation.

Running Connect Installer in Silent Mode

Note

Only the installation can be run silently. Silent Mode does not apply to uninstalling, modifying, or updating Connect. Any previous version of Connect must be uninstalled before using the Silent Installer.

Note

install.properties file notation must follow commons configuration rules. Please refer to

Properties files for more details.

PrintShop Mail Connect can be installed in a so called "silent mode" to allow an automated setup during a company wide roll-out or comparable situations. The trigger for the Connect Installer to run in silent mode is a text file with the fixed name install.properties, which is located either in the same folder as the PrintShop Mail_Connect_Setup_x86_64.exe or in the unpacked folder of the installer.exe.

The required properties file has the following attributes:

l Comment Lines, starting with # (e.g. # The options to configure an external database)

l Key = Value pairs (e.g. install.product.0 = Connect Designer)

For supported keys, please refer to the next paragraph.

Required and Optional Properties

Required properties depend on the specified product. Only fields related to that specified product must be entered. If no product is mentioned, properties must be specified for all valid Connect products.

Here is an example of an install.properties file.

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# Verbose logging

Note

The values of install.product properties must contain the exact product names.

logging.verbose = true

# Product selection install.product.0 = Connect Designer install.product.1 = Connect Server

# Server settings server.runas.username = Localadmin server.runas.password = admin

# Database configuration database.type = mysql database.host = 192.168.116.10 database.port = 3308 database.username = root database.password = admin database.schema = my_ol

Verbose Logging (Optional)

By default, the Silent Installer will log the same way as the GUI installer. That means logging of error and warnings, and certain information during database configuration. A more verbose logging can be switched on by using logging.verbose = true.

Product Selection (Optional)

By default, if nothing is entered for the products to be installed (install.product.X), Silent Installer will install all products which are visible to the user for the respective brand (except for

the Server Extension, because only Server or Server Extension can be installed at the same time).

PrintShop Mail Defaults

install.product.0 = Connect Designer install.product.1 = Connect Print Manager install.product.2 = MySQL Product

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