Xerox DesignPro Tools for AFP Migration Guide

DesignPro Tools for AFP

M i g r a t i o n G u i d e

Elixir Technologies Corporation 721 East Main Street Ventura, CA 93001

All product names and trade names used herein are trademarks of their respective owners.

To report any errors you might find, please send a note to errata@elixir.com. Please note: e-mails are used to correct future versions of this guide and may not receive an individual reply. For technical support, please see “Customer Support” on page 10.

2 DesignPro Tools® for AFP Migration Guide

Contents

Chapter 1: Introduction 5

DesignPro Tools Overview....................................................................6

Associated DesignPro Tools Applications and Utilities........................6

About This Guide?.................................................................................7

Who Should Use This Guide?..................................................................... 7

Related Guides.............................................................................. .... ..... ...... 8

Conventions...........................................................................................8

Typographic Conventions............................................................................ 8

Symbolic Conventions................................................................................. 9

Getting the Answers You Need...........................................................10

Customer Support...................................................................................... 10

Elixir Web Site .......................................................................................... 11

Elixir Training ........................................................................................... 11

Product Help.............................................................................................. 12

Release Notes ............................................................................................ 12

Chapter 2: Migration from Elixir Application Suite to

DesignPro Tools 13

DesignPro Tools Components...................................................................13

Before You Install: A Checklist ................................................................ 14

Installation................................................................................................. 16

Supported File Formats in DesignPro Tools.............................................19

PostScript, PCL and PDF Support....................................................................20

Licensing ................................................................................................... 20

Configuration.............................................................................................20

Feature Set Comparison............................................................................. 20

Setting Input and Output Parameters......................................................... 24

Raster vs. Vector Objects..................................................................................30

Understanding Workflows.........................................................................31

Resource Migration ...................................................................................34

Migrating: Directory Structure.........................................................................37

Migrating: Forms..............................................................................................42

Font Lists..........................................................................................................44

Contents 3

Tags..................................................................................................................46

Proof Printing...................................................................................................47

Color Palettes and Shade Patterns................................................. ...................47

Migrating: Fonts............................................. ..................................................47

Migrating: Images....................................... ................................................... ..47

Migrating: Visual PPFA...................................................................................48

File Settings .....................................................................................................52

Font and Segment Mapping....................................................... ......................53

Migrating: Resource Mapping............................. ............................................53

Custom Tools and Processes..................................................................... 55

Dispatcher and User Tools...............................................................................55

Transformer...................................................................................................... 55

Loader ..............................................................................................................55

Proof Printing...................................................................................................55

Conversion from Microsoft Windows and PDF File Formats.........................56

Proofing Variable Data Applications ...............................................................56

Automated Processing...................................................................................... 57

Index 59

4 DesignPro Tools® for AFP Migration Guide

Chapter 1:

Introduction

Welcome to the DesignPro Tools for AFP Migration Guide. This guide provides information on migrating from the Elixir Application Suite (EAS) to DesignPro Tools. This guide is not intended to replace the recommended DesignPro Tools training course. Elixir recommends that all DesignPro Tools customers attend an Elixir DesignPro Tools training class.

Information on the following is included in this guide:

 Before you install: a checklist.  Installation notes for the migrating user.  Information on licensing and configuration.  Setting up input and output parameters for reading and writing resources.  A workflow comparison between Elixir Application Suite and DesignPro Tools for

creating a form.

 Resource migration.  When and how to upgrade your existing resources to DesignPro Tools.  Specific instructions for certain applications that migrating users should know.  Custom tools and processes.

A look at a few Elixir Application Suite tools that are not supported, or are supported differently in DesignPro Tools.

It is important that all migrating users read this chapter prior to installing, configuring, and using DesignPro Tools.

This chapter defines who should use this guide, describes the guides within the DesignPro Tools documentation set, and provides Elixir Customer Supp ort and training information.

DesignPro Tools Overview

DesignPro Tools for AFP provides a Windows-based, visual design environment for the rapid and cost-effective creation of resources and variable designs for the AFP print environment. DesignPro Tools supports integrated OGL and PPFA editors that make it easy to create and edit the overlays, fonts, images, and data layout needed for AFP printing. Once designed, resources can be saved in the AFP Source or Object format.

Developed according to the published IBM Advanced Function Presentation (AFP) standards, DesignPro Tools supports Record Format, as well as Trad itional PageDefs and enables the management and conversion of resources to different formats.

Forms and overlays are two terms for the same resource object. This guide uses these terms interchangeably.

Associated DesignPro Tools Applications and Utilities

DesignPro Tools is a collection of editors, applications and utilities:

 DesignPro Manager: a Windows-based desktop program for managing and

converting resources to multiple supported formats. You can also open other DesignPro Tools applications using the Manager.

 DesignPro Form Editor: an advanced form design tool used to create and edit

forms for AFP printers.

 DesignPro Visual PPFA: an application for developing overlay, FormDef and

PageDef resources for IBM PPFA printing. Also allows advanced options such as selecting a sample data file for PageDef creation and proofing with that sample data file onscreen.

 DesignPro Font Editor: aa complete font design application used for creating and

editing AFP raster fonts, as well as Elixir and PCL fonts. You can also open True T ype fonts in this editor.

 DesignPro Graphics Editor: a full service bitmap editor providing various

transformations and commands for tiling graphics into raster fonts.

6 DesignPro Tools® for AFP Migration Guide

 Elixir PrintDriver Pro: a utility for “printing” Windows documents into forms.

Windows documents can be opened in their original format and printed using the Elixir PrintDriver into forms. All supported formats can be created using the PrintDriver.

 Elixir Scout: a system service that watches directories for a file or an event to

perform any number of actions like opening an executable (EXE or COM), running a batch file (BAT or CMD), or selecting a process (DLL).

 Elixir Viewer: displays printstream and resource files.  AFPDS T ree: displays the hierarchical structure of AFPDS files and the binary data

contained in the structured field records.

About This Guide?

This guide is divided into two chapters: Chapter 1: Introduction, provides a general introduction to DesignPro Tools and the

DesignPro Tools Migration Guide.

Chapter 2: Migration from Elixir Application Suite to DesignPro Tools, provides

information on migrating from Elixir Application Suite to DesignPro Tools.

Who Should Use This Guide?

Anyone migrating from Elixir Application Suite to DesignPro Tools should start here and review this guide for instructions and notes pertaining to installation, configuration, and using DesignPro Tools.

This guide assumes you are already familiar with Elixir Application Suite. In addition, you should be familiar with Microsoft Windows operations, printer and font management operations and PC peripherals. You should also have access to reference manuals for PC software and hardware, including any printers you are using for the design and print processes.

Chapter 1: Introduction 7

Related Guides

If you require further information about a specific topic or wish to obtain product background information, reference the following resources, all of which are part of the DesignPro Tools for AFP documentation package.

 DesignPro Tools for AFP Getting Started Guide  DesignPro Tools Manager for AFP User Guide  DesignPro Tools Form Editor for AFP User Guide  DesignPro Tools Visual PPFA User Guide  DesignPro Tools Font Editor for AFP User Guide  DesignPro Tools Graphics Editor for AFP User Guide

Conventions

Elixir products adhere to Microsoft Windows conventions for using menus, menu commands, dialogs, command buttons, icons and the mouse. See your Windows manual for more information.

Refer to the following for more information on the conventions used in this guide:

 T ypographic Conventions (page 8)  Symbolic Conventions (page 9)

Typographic Conventions

Following typographic conventions are used in this guide to identify special information.

Convention Information Type/Example

Bold type Text for you to enter.

Field names, windows, toolbars, buttons and workspace areas within a

task step. Example: From the File menu, select Open. Example: Click Edit Property Settings.

Italic type References to other documents and books.

Example: refer to the DesignPro Tools Form Editor for AFP User Guide.

8 DesignPro Tools® for AFP Migration Guide

Symbolic Conventions

Look for the following symbols as you read through this guide to identify special information:

The Note symbol calls your attention to additional information.

The Tip symbol highlights a helpful tip.

The Shortcut symbol calls your attention to an easier way of accomplishing a task.

The Warning symbol warns you of problems you might encounter.

The Migrating Users symbol provides notes and tips for anyone migrating from a previous version of DesignPro Tools or Elixir Application Suite.

Chapter 1: Introduction 9

The Question symbol refers you to the online help for more information.

To open online help:

 From the Help menu, select Help Topics.

 Click in an open dialog

Getting the Answers You Need

Elixir Technologies provides you with multiple ways to learn and use DesignPro Tools:

 Customer Support (page 10)  Elixir Web Site (page 11)  Elixir Training (page 11)  Product Help (page 12)  Release Notes (page 12)

Customer Support

If you purchased this product directly from Elixir Technologies, you can contact the Customer Support Center for your region at the number listed below.

If you have purchased this product from some other source, please contact the authorized support representative from that source. Elixir provides customer support for products purchased directly from Elixir.

North and South America:

 +1 805 641 5900 ext. 3

Monday - Friday, 7:00 am to 4:00 pm Pacific Standard Time; if closed, press 2 to reach Elixir’s extended Support coverage.

 Elx_support@elixir.com

10 DesignPro Tools® for AFP Migration Guide

Asia Pacific:

 Asia_support@elixir.com

Europe:

 +44 (0) 207 993-4811

Monday - Friday, 6:00 am to 4:00 pm Central European Time

 +1 805 641 5900 ext. 3

Monday - Friday, 4:00 pm to 2:00 am Central European Time

 Europe_support@elixir.com

An Elixir Product Specialist will take your call and ask for the following information:

 Your name, organization, telephone number and address.  Elixir product name and version number.  A complete description of the problem, including any error messages printed or

displayed on your monitor.

Elixir Web Site

You can obtain product support from the Elixir web page at www.elixir.com. Select Support to:

 Ask a question of Elixir Support.  Download the latest product releases and patches.  View the latest product Release Notes.  Sign up for Elixir Training.  Renew your product license.

Elixir Training

Elixir Technologies offers training for its full-range of W indows-based products. For more information, contact Elixir Learning at +1 805 641 5900, ext. 4.

Chapter 1: Introduction 11

Product Help

Elixir software uses the Microsoft Windows Help program to provide online help for all product functions.

This online tool includes step-by-step procedures that you can follow as you work

 Context-Sensitive Help can be activated from within the software for certain

dialogs by clicking available on the top right corner of a dialog.

 Online Help can be opened from any component from the Help menu by selecting

Contents.

Release Notes

Release Notes display at the start of product installation so you can review them before beginning the installation process. Once installation completes, you can access Release Notes from the product CD at drive:\Relnotes. There are two formats of the Release Notes file: Relnotes.pdf and Relnotes.txt. The TXT file can be viewed using either Notepad or WordPad. The PDF file can be viewed using Adobe Reader.

12 DesignPro Tools® for AFP Migration Guide

Chapter 2:

Migration from Elixir Application Suite to DesignPro Tools

In this chapter...

 Before You Install: A Checklist

 Installation

 Setting Input and Output Parameters

 Understanding Workflows

 Resource Migration

 Custom Tools and Processes

DesignPro Tools Components

DesignPro Tools is available in the following configurations:

 DesignPro Tools Professional (supported output format: AFP, Xerox, Elixir, PCL,

PS, PDF)

 DesignPro Tools for Xerox (supported output formats: Xerox, Elixir, PCL, PS, PDF)  DesignPro Tools for AFP (supported output formats: AFP, Elixir, PCL, PS, PDF)  DesignPro Form Editor (supported output formats: Elixir, PCL, PS, PDF)

The DesignPro Form Editor package provides only Elixir form (ELX, EFR), font (HD R ) and image (LP3) output formats. A Professional, AFP, or Xerox package is required to convert these resources into other print formats.

Most customers purchase the standalone Form Editor package when they have more than one person designing/editing forms. In such a situation, they purchase multiple standalone Form Editors to generate resources in Elixir formats and one full package of DesignPro Tools (Professional, Xerox, or AFP depending on their print environment) to convert the Elixir resources.

Forms and overlays are two terms for the same resource object. This guide uses these terms interchangeably.

Before You Install: A Checklist

Before you start installing, configuring, or using DesignPro Tools, here are a few questions you should think through and find answers to:

1 Should I install DesignPro Tools on a separate PC or use the PC I am already using

for Elixir Application Suite?

 DesignPro Tools can coexist with Elixir Application Suite without any issues.

For more information, see “Installation” on page 16.

 You should not install DesignPro Tools on a PC that already has Elixir software

other than the Elixir Application Suite installed, such as Opus.

 DesignPro Tools can be installed on a PC with Transformation Suite and

PageMiner only if the base release for all products is the same. For example, DesignPro Tools Version 3.00 can be installed with version 8.00 of Transformation Suite and version 4.00 of PageMiner. Contact Elixir Customer Support before installing DesignPro Tools on a PC which has Transformation Suite and/or PageMiner installed.

 DesignPro Tools can be installed with Vitesse on the same PC. Contact Elixir

Customer Support before installing DesignPro Tools on a PC which has Vitesse installed.

2 What Operating System and Print Compilers do I need for DesignPro Tools?

 See the Software Requirements section in Chapter 2: Installation of the

DesignPro Tools for AFP Getting Started Guide.

3 Do I need to worry about concurrent licensing for Elixir Application Suite and

DesignPro Tools?

 No – See “Licensing” on page 20 in this chapter.

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4 Now that DesignPro Tools supports using native resources, should I use native

resources or Elixir resources (or both)?

 See “Resource Migration” on page 34 in this chapter.

5 Do I need to move my existing resources into the DesignPro Tools environment

immediately?

 No – See “Resource Migration” on page 34 in this chapter.

6 Can I use EAS AppBuilder PageDefs and FormDefs in Visual PPFA?

 Yes – See “Resource Migration” on page 34 in this chapter.  For step by step instructions on upgrading a PageDef and FormDef to Visual

PPFA, see “Migrating: Visual PPFA” on page 48 in this chapter.

7 Am I using any custom processes (for example, programs built in Visual Basic to

facilitate certain Elixir Application Suite tasks) with my Elixir Application Suite system?

 If so, you will need to identify these and determine if they are still needed in

DesignPro Tools.

 Shortcuts to programs and utilities can be added to the DesignPro Manager; see

the DesignPro Tools Manager for AFP User Guide for instructions on adding shortcuts in the DesignPro Manager.

8 Am I using the Dispatcher, Transformer, or Loader in Elixir Application Suite?

Refer to “Custom Tools and Processes” on page 55 for more information:

9 Am I using the Transformer in Elixir Application Suite?

 See “Transformer” on page 55 in this chapter.

10 Am I using any custom font or segment mappings?

 See “Migrating: Resource Mapping” on page 53 in this chapter.

Chapter 2: Migration from Elixir Application Suite to DesignPro Tools 15

Installation

Should you install DesignPro Tools on a separate PC from Elixir Application Suite? The choice you make depends on your workflow, and how you want to integrate the new software into your environment. Some considerations for both options are listed below to help you make decision.

The DesignPro Tools for AFP Getting Started Guide, provided with every package of DesignPro Tools and also available on the product install CD, describes the stepby-step process of installing DesignPro Tools. Please make sure that you go through this guide before installing DesignPro Tools.

When installing DesignPro Tools on a separate PC:

 If you want to open existing Elixir Application Suite resources, you will need to

create a profile referencing the location of those resources on your PC or network. Profiles are created in the DesignPro Manager. For details, refer to DesignPro Tools Manager for AFP User Guide.

When installing DesignPro Tools on the same PC as Elixir Application Suite:

 Back up all existing Elixir Application Suite resources before installing DesignPro

Tools. The DesignPro Tools installation will not interfere with your existing resources in any way. However, once you open and save a resource in DesignPro Tools, you may not be able to open that same resource in Elixir Application Suite again due to updates in the Elixir format. This specifically applies to ELX forms; when opened in Elixir Application Suite after modification in DesignPro Tools, the Elixir Application Suite Form Editor may ignore some objects. For this reason, you may wish to have a backup version of each original resource, in the event you need it again within Elixir Application Suite.

Recommended Installation Approach:

If you are installing DesignPro Tools on a machine that has an Elixir Application Suite installed, we recommend that you install DesignPro Tools in a separate folder. Elixir Application Suite is always installed under a folder drive:\Elixir, so it is recommended that you change the target folder name to an alternate name during the DesignPro Tools installation process. Recommended alternate folder names are:

• DPT

• DPTools

• DesignPro

16 DesignPro Tools® for AFP Migration Guide

Installing DesignPro Tools in a separate and unique folder will help you keep your old and new resources separate. It will also make it easier to identify older resources that are no longer in use in the event you wish to move these older resources to another location or delete them entirely. Naming the DesignPro Tools folder as suggested above will also assist the Elixir Customer Support Team in helping you with questions.

 During installation, a previous Elixir Application Suite installation is recogni zed.

You will be asked if you want to use the same resource location for DesignPro Tools as is being used for Elixir Application Suite.

The existing EAS file structure is recognized during install. You are prompted to select a resource location for the new installation.

The complete installation process and all software and hardware requirements are documented in Chapter 2: Installation of the DesignPro Tools for AFP Getting

Started Guide.

Chapter 2: Migration from Elixir Application Suite to DesignPro Tools 17

The DesignPro T ools installation creates a set of folders organized by res ource type that is slightly different than Elixir Application Suite systems. The input and output folders for each resource type have been eliminated and a single folder for each type is used. However, many of the Elixir resource folder locations remain the same. For example, Elixir fonts are located in drive:\Elixir\Fonts\Elixir for both Elixir Application Suite and DesignPro Tools.

The EAS directory structure. Each resource type has an input and an output folder.

The DesignPro Tools directory structure. Notice that there is only one folder for AFP overlays. This includes both input and output overlays.

The EAS directory structure. Each resource type has an input and an output folder.

18 DesignPro Tools® for AFP Migration Guide

If you choose to use a different location for your resources and you want to use Elixir Application Suite resources in DesignPro Tools, you will need to create a profile referencing the Elixir Application Suite resource location.

Profiles are created in the DesignPro Manager. For instructions on creating profiles, refer to the DesignPro Tools Ma nager for AFP User Guide.

If you choose not to use a different location for your resources, you will need to be vigilant about resources needed in Elixir Application Suite.

Forms, images, and fonts can use the same extensions in DesignPro Tools as are used in Elixir Application Suite. Resources are not completely backwards compatible, which means any file opened and saved in DesignPro Tools may not open correctly in Elixir Application Suite. This specifically applies to ELX forms and any AFP format resources created in DesignPro Tools. New functionality supported in DesignPro Tools is not available in EAS.

Physical path settings for each resource folder are controlled globally by virtual folders in the DesignPro Manager, and managed within each DesignPro Tools application using the Profile Selection dialog. Changes in virtual folders are posted to a profile file, and multiple profile files can be created to enable custom combinations of resource paths.

If you have multiple customers or projects that require discrete collections of resources, you can create individual profiles for each collection of resources and activate those profiles during resource editing sessions. For more information on the directory structure, refer to “Migrating: Directory Structure” on page 37 in this chapter.

Supported File Formats in DesignPro Tools

DesignPro Tools lets you work with native AFP resources, thus eliminating the need for resource conversion. Note that compilers are included in DesignPro Tools. The following native formats are supported in DesignPro Tools:

AFP

 Forms: OVE, OGL  Fonts: AFP bounded and unbounded, ATM Type 1, True Type  Images: AFP PSEG, JPG, BMP, TIFF, PNG, PCX  PageDefs/FormDefs: Object (OBJ), Source (PPFA)

Chapter 2: Migration from Elixir Application Suite to DesignPro Tools 19

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