Objectif Lune PrintShop Mail Web - 7.1 User Guide

Objectif Lune Software

PrintShop Mail

WEB

Administration Guide

Table of Content

Table of Content 3

Overview 11

Icons used in this guide 11

Other Documentation 11

Understanding PrintShop Mail Web 13

What is PrintShop Mail Web? 13

About Companies 13

Public Companies 14

About Users 14

Public Users 14

User Roles 14

About Publication Types 14

About Documents 15

Getting Started 17

Installing the software 19

System requirements 19

Running the installer 20

Configuring the database and web site 24

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

Orders and Documents 28

Skin changes 28

Create backups 28

Backup your database 28

Backup production files 29

Backup skin files 30

Backup configuration files 31

PrintShop Server service 33

Creating a User Account for the PSS service 34

Setting the PrintShop Server Service account 37

Set the security privileges (local account) 41

Managing printers for PrintShop Server 44

PrintShop Mail Web and HTTPS 47

What is HTTPS? 47

SSL certificates 47

Server installation 48

Client installation 48

Test Certificate by Web Browser 50

Test Certificate in PrintShop Mail 50

USBHardware Key 51

B2C (Business to Customer) 52

Skins 53

Quick start guide 53

Table of Content

The PrintShop Mail Web Interface 55

Accessing PrintShop Mail Web 55

The PrintShop Mail Web Menu Tabs 56

Common Tasks 56

Remember me 56

Lost password 57

Modify user info 57

Set New Password 58

Change the language of the web site 58

Publishing Workflow 59

Publishing a PrintShop Mail Design Document 59

Publishing a Word Mail Merge Document 59

Publishing a Static PDFDocument 59

Ordering Workflow 61

Customer Workflow 61

Processing Workflow 62

Order Statuses 62

New Document 65

Document Selection Screen 65

Ordering A Database-Upload Document 66

Database Upload Screen 66

Field Mapping 66

Preview Range 67

Ordering a User Input Document 67

User Input Fields 67

Ordering a Static PDF Document 68

Softproof 68

Order Manager 69

Viewing Order Details 70

Order Properties 70

Order Details 70

Job Properties 71

Checkout 73

The Checkout Process 73

Shopping Cart 73

Automatic price calculation 74

No price calculation 74

Price Quotes 74

Shipping Options 75

Shipping Date and Rush Rate handling 75

Shipping Methods 76

Order summary 76

Companies 77

Add companies 77

Table of Content

Modify properties 77

Add or modify address 78

Add departments 78

Assign a publication type to a department 79

Change web design settings 79

Modify Pricing and Ordering parameters 80

Delete company 81

Users 83

Add users 83

Modify user info 83

Assign users to a department 84

Publication Types 85

Create a publication type 85

Create a publication type in the Companies section 86

Modify the publication type properties 86

Delete a publication type 86

Adding documents to a Publication Type 87

Word Mail Merge Document 87

Delete documents from a publication type 88

Edit document properties 89

Manage production settings 89

Output options 90

Output options for a PrintShop Mail document 90

Output options for a static document (PDF) 91

Manage linked files 91

Setting up web forms 92

User Input vs Database Upload 94

Define file upload settings 102

Setting up pricing 103

Collections 107

Create an image collection 107

Add images to a collection 108

Delete image from a collaction 108

Settings 111

About 113

License 113

Roles 113

Modify a role 114

Languages 120

Add a new language 121

Delete a language 121

Edit a language 121

Web Design 122

Maintenance 123

Word Maintenance 123

Table of Content

Settings 125

Currencies 126

Add a new currency 126

Delete a currency 127

Tax Rates 127

Add a new tax rate 128

Delete a tax rate 128

Edit a tax rate 129

Shipping Rates 130

Shipping Rate Profiles 130

Add a Rate to a Shipping Rate Profile 130

Add a new Shipping Rate Profile 131

Delete a Rate 132

Delete a Shipping Rate Profile 132

Edit a Rate 132

Edit a Shipping Rate Profile 132

Import and Export a Rates table 133

Calendar 133

Add a Restricted Order Date 134

Change the Working Days 135

Delete Restricted Order Dates 136

Import and Export Restricted Order Dates 136

Price Groups 137

Discount Vouchers 138

Production Settings 141

User Input Field Defaults 142

Add a new User Input Field Default item 142

Arrange User Input Field Defaults items 143

Delete an User Input Field Default item 144

Import and Export an User Input Field Default list 144

Output Folders 144

Enable the download link 145

Job options 146

Add a new job options file 146

Delete job options files 147

Printers 147

Change the status of a printer 147

E-mail Settings 149

Configure the E-mail settings 149

Test the E-mail settings 150

E-mail Addressees 150

Configure the addressees 150

Managing E-mail Templates 151

Edit a default e-mail template 152

Template names 152

Table of Content

Using functions in e-mail templates 153

Modules Settings 157

MIS Connectors 159

Enabling a MIS connector 159

Installed modules 160

Properties 161

Enabling a Print Production connector 163

Installed modules 163

Properties 163

Payment Modules 163

PayPal Payment Module 164

Requirements 164

Instant Payment Notifications 165

Configuring the module 165

The PayPal Sandbox 166

Creating a PayPal Sandbox Access account 166

Creating a PayPal Sandbox Seller test account 166

Creating a PayPal Sandbox Buyer test account 167

Processing orders 167

PayPal Sandbox 167

Payment process 167

Authorize.Net Payment Module 168

Requirements 168

Configuring the Authorize.net module 169

Test mode 169

AVS and CCV checks 170

Payment page 170

iDeal Payment Module 170

Requirements 171

Requesting a test account 171

Configuring the iDEAL test dashboard 172

Configuring the iDeal module 172

Moneris Payment Module 173

Requirements 174

Configuring the Moneris module 174

Test mode 175

Requesting a live account 176

AVS and CVD checks 176

Payment page 176

Add a new Module 176

Configure a module 177

Delete a Module 177

XML to File connector 179

Table of Content

XML (eXtensible Markup Language) 179

Options 180

General information 180

Push method 181

XML options 182

Post options 183

File options 183

Sample POST receive script 185

Manage the Terms and Conditions 186

Interaction With PrintShop Mail Design 187

Receiving Jobs from Print to Web 187

Print Driver Matching 187

Creating Companies And Publication Types 188

Images VS Image Collections 189

Introduction to Regular Expressions 191

Syntax 191

Character selection 191

Alternation 192

Grouping 192

Quantification 192

Examples 193

Only numbers 193

Dutch zip code 193

Canadian zip codes 193

Introduction 195

Integration methods 197

External login 198

Examples 199

External person access 200

Examples 201

Implementing a custom store front 205

Account authentication 205

Custom store front pages 205

Adding a redirect to PrintShop Mail Web 207

Skinning Guide 209

Getting started 211

Skinning 211

Templates and styles 212

File organization 212

Creating your own skin 214

Resources 214

Tools 214

PrintShop Mail Web demo version 214

Design 215

Table of Content

Text editor 215

Browser extensions 215

The template file 217

HMTL Outline 217

Page title 219

CSS includes 219

Header 220

User information 220

Menu 220

Crumbs 220

Messages 220

Content 221

Sub menus 221

Search 222

Summary 222

Preview 222

Footer 222

Styling 223

Key Concepts 223

Tags, IDs and classes 223

CSS Syntax 223

Style organization 224

Global styles 225

Page specific styles 226

Browser exceptions 226

Header 227

Replacing content 227

User information 228

CSS Lists 228

Adding additional information 229

Highlighting "hovered" items 229

Menu bar 229

Styling the menu items 230

Creating a Tabbed menu 231

Styling the selected menu item 232

Background 232

Adding a background image 232

Overview tables 232

Head 234

Subhead 234

Content 234

Footer 234

Buttons 235

Edit forms 235

Form head 236

Table of Content

Form lines 236

Warnings and Errors 237

Sub menus 238

Multiple sub menus 239

Special variables 241

Variables for template files 241

setRowsPerPage 241

generateString 241

Variables for style files 241

generateSkinContrastColor 242

generateSkinContrastColorHighLight 243

generateSkinFont 243

generateSkinHeaderColor 243

generateSkinHeaderColorHighLight 243

generateSkinLocation 244

generateSkinLogo 244

generateSkinMainColor 244

generateSkinMainColorHighLight 244

Creating page exceptions 247

Creating a page specific template file 247

Modifying a page specific template file 248

DOM manipulation using jQuery 251

Launching code on Document Ready 251

Populating fields with computed values 252

Removing elements from the DOM 252

Adding information to the DOM 253

Customizing the store front 255

Storefront class 255

getTree(); 256

Creating a hierarchical tree 257

The Javascript file 257

The template file 257

Virtual Subfolders 258

Adding a live search option 260

The Javascript file 260

The template file 261

Livesearch.php 262

Index 265

Overview

This PDF documentation covers version 7.1. To view the documentation of previous versions please refer to the PDF files available in the Downloads section of our website:

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

Icons used in this guide

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

Notes: This icon shows you something that complements the information around it. Understanding notes is not critical but may be helpful when using PrintShop Mail Web.

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

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

Understanding PrintShop Mail Web

What is PrintShop Mail Web? 13

About Companies 13

Public Companies 14

About Users 14

Public Users 14

User Roles 14

About Publication Types 14

About Documents 15

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

What is PrintShop Mail Web?

PrintShop Mail Web is a companion extension to the PrintShop Mail Design module. It supports multi-user printing from PrintShop Mail Design with the added benefit of a web interface for automating and managing document templates. PrintShop Mail Web is the perfect module for organizations where multiple users can create and/or manage document templates and facilitates their publication enterprise-wide to a web interface. Its web capability allows real-time, 24/7 online modification, ordering and production of repetitive, promotional and personalized documents created with PrintShop Mail Design as well as static PDF files. It's the ideal solution for any business that has remote workers or offices – typically retail outlets, franchises and dealerships.

Users can upload an image for local personalization and modify the text based on pre-defined variable fields. Once the document is ready, users validate and pre-flight their print run and initiate the ordering process. With permissions and access rights that can be set per user, PrintShop Mail Web allows companies to adapt the verification process of submitted documents based on their business rules.

PrintShop Mail Web is also a fully functional web front for print shops that want to give their clients the ability to order documents, whether these clients are part of a known company or are one-time users from the web. With the B2Cfunctionality, anyone can create and pay for their orders directly from the web interface (requires separate B2Clicense).

About Companies

In PrintShop Mail Web, a Company is an entity that contains departments users, publication types and documents. Acompany can have more one or more departments, in which each user can have specific roles such as Operator, Manager, Designer, etc (see "About Users" (page 14)).

Each company also has their own individual publication types (see "About Publication Types" (page 14)) in which users with the appropriate role can upload documents (see "About Documents" (page 15)).

Companies are access via sub-folders from the main website. For example, a company may be called "Oasis Health &Beauty Spa"and its URLwill be http://www.mywebsite.com/

Understanding PrintShop Mail Web

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

Public Companies

Apublic company is a special type of company in which users can create accounts themselves (normally an administrator or manager has to create each user account). Public companies are used by print shops that want to have a storefront where anyone can order specific document types. For example, a print shop wants to offer its clients the ability to create their own business cards or postcards from pre-existing templates can do this with PrintShop Mail Web.

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

About Users

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

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

panies is the print shop itself and one of its operators is assigned to a certain number of companies and is responsible for generating output for them. What a user can do on PrintShop Mail Web depends on their role.

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

Public Users

Public users are users that are part of a public company. These users are so-called "basic" users and cannot do anything other than create new orders, view the status of their order and edit their user preferences. Public users can create themselves as long as their do so within a public company.

User Roles

A user role is a set of permission that is applied to one or more users in PrintShop Mail Web. Users in specific roles will be able to execute certain specific actions such as uploading documents, approving and modifying orders, providing quotes or generating outputs. Alist of pre-built user roles, as well as the ability to create new custom user roles, is described in the "Roles"

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

Roles are site-wide, meaning they are applied to all users across all companies, whether this company is private or public. Only administrator can edit roles, but managers can assign roles to users.

About Publication Types

A publication type is a folder in which template documentsof your customers are grouped (see "About Documents" (page 15)). These publication type folders can contain multiple documents. For example: a publication type folder to store different language variants of a brochure (e.g. Dutch and English-versions), a publication type folder for house style related document (e.g. Business cards, letterheads, envelopes). Each company has his own publication types.Publication types are set within the

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

Understanding PrintShop Mail Web

About Documents

A document is a file present within PrintShop Mail that is used to generate outputs. There are multiple types of documents including Static PDFs, PrintShop Mail Design documents and Mail Merge documents.

Documents are always part of a publication type (see "About Publication Types" (page 14))so they are always specific to a company (see "About Companies" (page 13)). Documents are what clients and users are selecting to build an order and its out- put.

Getting Started

PrintShop Mail Web is a modern and versatile software package which integrates workflow processes and introduces a whole new way of thinking about your customers and their print jobs!

Installing the software

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

The steps to install PrintShop Mail Web are:

l Make sure your system conforms to the "System requirements" (page 19). l Run the PrintShop Mail Web installer(see "Running the installer" (page 20)) l Access the website and use the First Run Wizard (see "Configuring the database and web site" (page 24)) l Check your "Settings" (page 111) l Check your activation (see "USBHardware Key" (page 51)) l Follow the "Quick start guide" (page 53) to get started.

System requirements

PrintShop Mail Web is a server software and is delivered as an executable installer with predefined configuration settings. We strongly recommend to install the software on a clean installed Windows computer.

Pre-requisites

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

l Login user must have administrator privileges l An Internet connection is required. l The PrintShop Mail Suite installer will install the following system components: l Microsoft .Net Framework

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

l Version 3.5 SP1 (on Windows Vista, Windows 7 and 2008 Server) l MSXML 4.0 SP3 Parser l Visual C++ 2008 runtime libraries (vanilla, not SP1) l Access Database Engine

Missing third party software packages will be downloaded from the Internet and installed during the course of the installation. The mentioned components can also be downloaded and installed manually. Installers for these packages can be downloaded from the Microsoft web site.

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

Minimum Hardware Requirements

l Pentium 4, 3 GHz 32-bit (x86) l 2 GB of system memory l 80 GB hard disk with at least 1 GB of available space

Supported Operating Systems

l Microsoft Windows 2000 (32-bit) l Microsoft Windows XP Professional (32-bit and 64 bit) l Microsoft Windows Vista (32-bit and 64 bit) l Microsoft Windows 2003 Server (32-bit and 64 bit) l Microsoft Windows 2008 Server (32-bit and 64 bit)

Suggested Requirements

For production servers, it's recommended to invest in specific server hardware, such as large RAID hard disks, UPS (uninterrupted power supply) and enough RAM memory.

l Intel or AMD dual-core processor l 4 GB of system memory l 300 GB hard drive with as much available space as possible

Notes

l Make sure that port 80 and/or port 443 are available for the Apache web server that comes with PrintShop Mail Web. l USB slot (not required for testing). Your server musts have a USB port to which the hardware key ('dongle') can be

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

l Your network should be an Ethernet (TCP/IP) network, which is by far the most commonly used network today. l You should have a high speed Internet connection, and a fixed outgoing IP address, which implies that you can run a

web server.

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

Web server should be located on your local network (same subnet), on your premises, and preferably not at your ISP's (Internet Service Provider, the company that provides your Internet connection).

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

ISP should know how to enable this.

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

your customers when the order status changes. You'll need to know your ISP's SMTP server address (usually something like smtp.yourprovider.com)

Running the installer

1. Navigate to the PrintShop Mail Suite.exe file you downloaded from the Internet or locate the file on the PrintShop Mail Suite product CD. Once located double click its icon to launch the installation program. The Select Setup Language dialog appears.

2. Select your preferred language and click OK.

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

The stated components/libraries are missing

3. Click Next to download and install the required components. Once the installation of the components is completed the installer Welcome screen displays.

4. Click Next. The License Agreement page is shown.

5. Read the license agremeent. If the terms of the agreement are acceptable, click on I accept the terms of the license

agreement.

Note: You must accept the terms of the license agreement to continue.

6. Click Next to continue the installation process. The Features page displays.

7. Select the PrintShop Mail Web option to install the web server, database server and PrintShop Mail Server components required for PrintShop Mail Web. The PrintShop Mail application is a required by PrintShop Mail Web and cannot be deselected. Unless you have specific setup requirements, we recommend using the default options for the PrintShop Mail application.

The features dialog

8. Click Next. The Apache Options screen appears.

PrintShop Mail Web uses the Apache web server, the software can be configures to support regular (HTTP) and secured (HTTPS) types of connections. HTTP is required for the communication between PrintShop Mail Server and PrintShop Mail Web. HTTPS enabls the secured transmission of web pages. Please refer to the HTTP over SSL (HTTPS) chapter for more information on this subject. When selecting Bind HTTP to localhost, PrintShop Mail Web only accpets HTTP connections from the local machine, from all other systems PrintShop Mail Web accepts only HTTPS connections.

The Apache Options dialog

9. Select the protocol(s) you wish to use.

Note: If the ports for these protocols are in use a warning appears. This may occur when an existing web server like Apache, Internet Information Server (IIS) or applications like Skype is already running on the same machine. The application or service that uses port 80 or 443 (https) must be closed in order to use PrintShop Mail Web. If you proceed without closing the conflicting application, the installer application will not be able to start the Apache web server. Apache can be started manually using the PrintShop Server Managerapplication.

10. Click Next. The PriintShop Server Services screen appears.

PrintShop Mail Server is a Windows Service that runs in the background. Windows services by default run as a virtual user: Localsystem. As the Local System-account has some limitations the PrintShop Mail Suite installer assigns the cur- rently logged on account to the PrintShop Mail Server service. For more information on this subject please refer to the PrintShop Mail Server service chapter.

Note: In order to start a Windows Service your account must have a password (not empty).

11. Type the password of the displayed user.

12. Click Next. The Destination Folder screen displays the drive and folder where PrintShop Mail Web will be installed. To install the software elsewhere, click Change... and navigate to the desired folder.

Select the destination folder

13. Click Next. The Program Folder page is shown.

14. Enter a name for the shortcuts folder in the Start menu.

15. Click Next. The Ready to install screen appears.

16. Click Next to install the program files. When the installation has been successful, the following dialog appears:

Setup completed dialog

17. Click Finish to complete the installation of PrintShop Mail Web. Further configuration is still needed and is explained in the following sections.

l Select the Check for Updates option to launch the Objectif Lune Update Manager service. It contains a list of

updates (if available) for the PSM Suite components that are installed on your system. Click the Install icon to downloaded and install the new versions.

Configuring the database and web site

After the installation you will need to launch your web browser and navigate to the PrintShop Mail Web web site. You can reach the web site using localhost in your web browser's address bar. The first time you visit the web site the First Run page will be shown. This web page will initialize the PrintShop Mail Web web site and database and guides you through this process step by step.

1. Open your web browser and enter localhost in the address bar. The First Run wizard appears.

Choose your language:The wizard will first allow you to select a language to use.

2. Select a language and click Next to proceed to the Database server connection page.

Specify your MySQL host, user name and password

Provide the host name of your database server and enter the login and password. If both the web server and database server (typical installation) are running on the same machine, you can use localhost as the host and use root as the user name.

During the installation of the MySQL database software a user is created with the name root, with no password. To mod- ify the password you can use an application like MySQL Administrator afterwards. The MySQL Administrator is part of the MySQL GUI Tools suite which you can download for free from the MySQL website: http://dev.mysql.com-

/downloads/gui-tools/

Note: The incDBLink.php file (located in the Functions folder of the PSW Website folder) should be changed accord- ingly.

3. Leave all the server connections options set to the default value unless you need to make a specific change. Click Next to proceed.

When PrintShop Web find a database wich the name psw, the Database Exists page may appear: This page allows you to use the existing database or to overwrite it. If an older version of the system is found you will be able to update the database keeping the existing orders, templates, etc. Once the installation procedure is finished you should check that the companies, templates and other information in the system has default values set for items like the pricing settings.

Note: When upgrading PrintShop Web we strongly advise to read the "Important update notes" (page n) chapter and create backups of your current PrintShop Web installation. You can use the MySQL Administrator tool described before to create a backup of your psw database.

4. Once the database is created several system defaults need to be set. These settings can be modified and expanded in PrintShop Web once the first run wizard is completed.

Specify the name for the initial company and set system defaults

The system default settings page requires input for the following system defaults:

l Company Name: The name of the initial company. This field is not visible when upgrading a previous version

of PSW.

l Currency: The selected currency will be presented in Checkout and Order Manager sections of the system. l Taxation System: The standard Taxation system. l Tax Rate: The percentage of the standard taxation system. l Setup Cost: The surcharge for setting up your production environment and workstations. l Rush Order Surcharge: The surcharge for urgency printing (if applicable). l Weight Unit: The weight unit used to define the total weight of the documents/jobs in the checkout. PSW

supports kg and lb.

l Standard Production Time: The number of days to produce documents. l Rush Order Production Time: The number of production days for rush orders.

Enter a name for the initial company and verify the remaining parameters. Refer to the Administrative Guide for more information about these parameters. Click Next to proceed to the Registration page.

5. We encourage you to register your PrintShop Web product in order to have the benefit of free product information, new release information, and security updates.

Register your version of Printshop Web in order to take advantage of free product information Enter your details and click Send registration or Register later to continue.

6. The website and database initialization process is now completed and you are ready to use the system. Click Go to enter the login page of PrintShop Mail Web

For both the login name and password use administrator to enter the system and you are ready to setup the system for your clients.

Upgrading PrintShop Mail Web 2.Xto Version 7

When upgrading PrintShop Mail Web we strongly advise to create backups of your current installation.

Upgrading to PrintShop Mail Web 7 is a one way street and be undone since the PrintShop Mail Web 7 database is not

backwards compatible with older versions.

Orders and Documents

l In PrintShop Mail Web the relationship between orders and documents (print jobs) is changed. Orders now can contain

multiple documents which is visualized using a tree view. To avoid misunderstanding by customers it is advised to change the status of orders in the Ordered and Approved status folders to In-plant. Price related items remain intact although the presentation is different due to changes in the PrintShop Web user interface.

l PrintShop Mail documents (templates and print jobs) in the system are automatically converted to the PrintShop Mail 7

format the first time they are used for previews or print actions. This action is performed only once.

Skin changes

l As PrintShop Mail Web 7 includes various user interface enhancements and new interface elements (e.g. modular

dialogs) custom skins should be checked and updated to support these new items. To test your existing skin(s) with PrintShop Mail Web 7:

l Install PrintShop Mail Web 7 on a stand-alone machine. l Copy your skin(s) to the templates folder of the PrintShop Mail Web 7 installation. l Test and modify your skin l Once completed create a backup of the modified skin and copy it to your production server.

l The 'Default' skin of PrintShop Mail Web 7 uses a gradient image as background image in the menu bar and table head-

ers. Although this looks very nice it prevents the web browser from showing the contrast color set in the Edit Web Design page. If the contrast color is preferred the style-element-menu.php of the default skin should be changed. The

original code is still there but commented out. Simply remove these comments and comment the lines that render the gradient image.

Create backups

Backup all files and databases prior to the migration. In case of problems during the update installation this will enable the contents of PrintShop Mail Web to be restored.

l "Backup configuration files" (page 31) l "Backup production files" (page 29) l "Backup skin files" (page 30) l "Backup your database" (page 28)

Backup your database

To create a backup of the database:

1. Download and install the MySQL GUI tools. These tools can be downloaded for free at: http://dev.mysql.com-

/downloads/gui-tools/

2. Launch the MySQL Administrator application. Existing backup projects are listed in the lower left area of the sidebar.

The MySQL Administrator window.

3. If you are not working from a previously saved backup project, click the New Project button to create a new backup project. You cannot begin configuring a backup operation without either loading an existing project or creating a new project.

4. Once you have configured your backup project, you can click the Save Project button to save your project for future use. To start your backup, click the Execute Backup Now button. You will be prompted for a path and filename for the backup file, after which the backup operation will begin.

MySQL Administrator can be used to restore the database backup files created using MySQL Administrator. The backup files created by MySQL Administrator are similar but not identical to those created by mysqldump. A consequence of the differences is that MySQL Administrator cannot read dump files created by mysqldump.

Backup production files

PrintShop Mail Web stores the production files in a central location located in the web site folder of the PrintShop Mail Web system. This folder includes: template documents, job created by the visitors, image collections, job option files etc. Most of these items are referred to by the PrintShop Mail Web database. It is very important to create a backup of the database that goes with the current state of your files folder.

To create a backup of the files folder:

1. Stop the PrintShop Mail Server service. This can be done via the Windows Services dialog (Administrative tools) or by launching the PrintShop Server - Service Manager application. The latter can be found in the following locations:

l For PSW 2.x this is:

C:\Program Files\PrintShop Web\PrintShop Server

l For PrintShop Mail Web 7 this is:

C:\Program Files\PrintShop Mail Suite 7\PrintShop Mail Web\PrintShop Server

Note: If you do not stop the PSM Server service files might be in use (busy) due to the template cache of PrintShop Server.

2. Locate the web site folder of your PrintShop Mail Web installation.

l For PSWeb 2.x this is:

C:\Program Files\PrintShop Wev\Website

l For PrintShop Mail Web 7 this is:

C:\Program Files\PrintShop Mail Suite 7\PrintShop Mail Web\Website

3. Copy the files folder to an external hard drive or share on your network.

The files folder of a PrintShop Mail Web 7 installation.

Backup skin files

Skin files should be backupped when you created customs skins or altered the default skins supplied with PrintShop Mail Web.

To create a backup of your skins:

+ 240 hidden pages

Objectif Lune PrintShop Mail Web - 7.1 User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

Table of Content

Overview

Icons used in this guide

Other Documentation

Understanding PrintShop Mail Web

What is PrintShop Mail Web?

About Companies

Public Companies

About Users

Public Users

User Roles

About Publication Types

About Documents

Getting Started

Installing the software

System requirements

Running the installer

Configuring the database and web site

Orders and Documents

Skin changes

Create backups

Backup your database

Backup production files

Backup skin files