Xerox FreeFlow Web Services 7.0 Service manual

Version 7.00 December 2008 DWS01V7.0E-02

FreeFlow™ Web Services

Print Service Provider Guide

Web Services

©2008 Xerox Corporation. All rights reserved. Xerox and the sphere of connectivity design and all product names mentioned in this publication are trademarks of Xerox Corporation in the United States and/or other counties. Other company trademarks are also acknowledged. Adaptec®, the Adaptec logo, SCSlSelect®, and EZ-SCSI® are trademarks of Adaptec, Inc. Adobe PDFL - Adobe PDF Library Copyright © 1987-2008 Adobe Systems Incorporated. Adobe®, the Adobe logo, Acrobat®, the Acrobat logo, Acrobat Reader®, Distiller®, Adobe PDF JobReady™, and PostScript®, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. All instances of the name PostScript in the text are references to the PostScript language as defined by Adobe Systems Incorporated unless otherwise stated. The name PostScript also is used as a product trademark for Adobe Systems' implementation of the PostScript language interpreter, and other Adobe products. Copyright 1987 - 2008 Adobe Systems Incorporated and its licensors. All rights reserved. Autologic® is a registered trademark of Autologic Information International, Inc. Compaq® and QVision® are registered United States Patent and Trademark Office, for Compaq Computer Corporation. DEC, DEC RAID, and Redundant Array of Independent Disks are registered trademarks of Digital Equipment Corporation. Dundas - This software contains material that is (c) 1997-2000 DUNDAS SOFTWARE LTD., all rights reserved. Imaging Technology provided under license by Accusoft Corporation. ImageGear © 1997 by AccuSoft Corporation. All Rights Reserved. Intel® and Pentium® are registered trademarks of Intel Corporation. Novell® and NetWare® are registered trademarks of Novell, Inc. in the United States and other countries. Oracle® is a registered trademark of Oracle Corporation Redwood City, California ScanFix® Image Optimizer and ImagXpress are either registered marks or trademarks of Pegasus Imaging Corp. Copyright © 1997-2008 Pegasus Imaging Corp. All rights reserved. SonyTM and Storage by SonyTM are trademarks of Sony. PANTONE ™ and other Pantone, Inc. trademarks are the property of Pantone Inc. Preps™ is a registered trademark of Creo Inc. All rights reserved. Quark® and QuarkXpress® are registered trademarks of Quark, Inc. StorageView™ is a trademark of CMD Technology, Inc. TIFF® is a registered trademark of Aldus Corporation. Windows®, Windows XP®, Windows Server® 2003, and Internet Explorer are trademarks of Microsoft Corporation; Microsoft® and MS-DOS® are registered trademarks of Microsoft Corporation. Portions Copyright © 2001 artofcode LLC. This software is based in part on the work of the Independent JPEG Group. Portions Copyright © 2001 URW++. All Rights Reserved. This product includes software developed by the Apache Software Foundation. Copyright © 1999-2008 The Apache Software Foundation. All rights reserved. This software is based in part on the work of Graeme W. Gill. © Press-sense Ltd. 2002-2008. All rights reserved. Includes Adobe® PDF Libraries and Adobe Normalizer technology The Graphics Interchange Format © is the Copyright property of CompuServe Incorporated. GIFSM is a Service Mark property of CompuServe Incorporated. Portions contain an implementation of the LZW algorithm licensed under U.S. Patent 4,558,302. Parts of this software Copyright © 2004-2006 Enterprise Distributed Technologies Ltd. All Rights Reserved. Parts of this software Copyright © 1995-2003, The Cryptix Foundation Limited. All Rights Reserved. Parts of this software are a SSLv3/TLS implementation written by Eric Rescorla and licensed by Claymore Systems, Inc. All Rights Reserved. Parts of this software Copyright © 2002, Lee David Painter and Contributors. Contributions made by Brett Smith, Richard Pernavas, Erwin Bolwidt. Parts of this software Copyright © 1995-2005, Jean-loup Gailly and Mark Adler. All other product names and services mentioned in this publication are trademarks of their respective companies. They are used throughout this publication for the benefit of those companies, and are not intended to convey endorsement or other affiliation with the publication. Companies, names, and data used in examples herein are fictitious unless otherwise noted. Printed in the United States of America. Changes are periodically made to this document. Changes, technical inaccuracies, and typographic errors will be corrected in subsequent editions. Document Version: 2.0 (December 2008)

Table of Contents

Introduction 1

FreeFlow Web Services......................................................................... 1

The Print Service Provider Guide.......................................................... 1

Web Services User Overview 3

Accessing Web Services ...................................................................... 4

Accessing Web Services locally............................................................................................................... 4

Status Icon ...................................................................................................................................................................5

Frequently Used Terminology .............................................................. 5

Navigating Web Services ......................................................................................................................... 6

Logging Out of Web Services................................................................................................................. 6

Conventions Used in Web Services ...................................................... 7

Managing Queues ..................................................................................................................................... 7

Displaying and Hiding Queue Columns .................................................................................................................8

Sorting Jobs .................................................................................................................................................................8

Repositioning Jobs .....................................................................................................................................................8

Using Web Services Features ............................................................... 9

Managing Attachments ............................................................................................................................ 9

Uploading Files ...........................................................................................................................................................9

Downloading Files .................................................................................................................................................. 10

Importing and Exporting Database Files ............................................................................................................ 10

Generating and Editing Job Tickets .................................................................................................... 12

Defining System Settings 13

Configuring System Properties .......................................................... 14

Defining Connection Properties .......................................................................................................... 14

Allowing FTP Uploads .......................................................................................................................... 14

Defining Calendar and Work Hours.................................................................................................... 15

Defining the PDF Preview.................................................................................................................... 16

Enabling Remote Assistance................................................................................................................. 16

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Setting Up an SSL Server....................................................................................................................... 17

Defining Language ............................................................................. 17

Defining Terms and Conditions.......................................................... 18

Customizing the Home Page............................................................... 19

Defining the Customize Link ................................................................................................................ 19

Defining the Logout link........................................................................................................................ 20

Accessing the FAQ Link........................................................................................................................ 20

Customizing Help ................................................................................................................................... 21

Defining Contact Information .............................................................................................................. 21

Defining the Contact Us Link ............................................................................................................................... 22

Defining Home Page Text..................................................................................................................... 22

Defining Home Page Images ................................................................................................................ 23

Setting System User Privileges ......................................................... 23

Print Buyer User Privileges Tables ........................................................................................................................24

Defining Print Service Provider Users ................................................ 26

Defining System Email Settings......................................................... 27

Verifying System Fonts...................................................................... 28

Setting Job Expiration Time Limits ..................................................... 29

Customizing Fields ............................................................................ 29

Editing a Dropdown List....................................................................................................................... 30

Defining Data Export .......................................................................... 31

Defining Credit Card Integration ......................................................... 31

Integrating Web Services with Other Systems ................................... 32

Defining Print Settings 33

Defining Production Parameters........................................................ 34

Setting Image Resolution Warning....................................................................................................... 34

Setting Size Difference ........................................................................................................................... 34

Setting Default Gutters .......................................................................................................................... 35

Managing Output Devices ................................................................. 36

Adding Output Devices ......................................................................................................................... 36

Defining General Output Device Parameters .................................................................................... 36

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Accessing the Output Device list ......................................................................................................... 36

Adding ICC Profiles to the System .......................................................................................................................37

Defining Output Device Channels ...................................................... 38

Removing Output Devices .................................................................................................................... 40

Defining Print Imposition ................................................................... 41

Defining Third-party Imposition Jobs ................................................. 47

Defining Press Setup Parameters for Pricing Calculation ................... 48

Setting Speed and Waste .................................................................. 48

Defining Labor Charges ..................................................................... 49

Defining Click Charges ...................................................................... 50

Managing the Stock Library............................................................... 50

Importing and Exporting Stock ........................................................... 51

Searching the Stock Library .............................................................. 52

Setting Paper Sizes ........................................................................... 54

Defining Shipping ............................................................................. 55

Defining Carriers..................................................................................................................................... 55

Defining Shipping Methods .................................................................................................................. 55

Defining Carrier Pricing ......................................................................................................................... 58

UPS ............................................................................................................................................................................ 58

USPS - United States Postal Service .....................................................................................................................59

FedEx Online .......................................................................................................................................... 60

Registering with FedEx ........................................................................................................................................... 60

Defining Shipping Method Groups ..................................................................................................... 62

Account Setup 63

Account Setup Overview.................................................................... 64

Using the Accounts Pane....................................................................................................................... 65

Creating a New Account..................................................................... 66

Defining General Settings for a New Account .................................................................................. 66

Defining Users for a New Account...................................................................................................... 67

Defining the Account Checkout Process ............................................................................................ 69

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Managing Accounts............................................................................ 71

Managing Account Access..................................................................................................................... 71

Modifying Account Preferences ........................................................................................................... 71

Defining Account Utilities ...................................................................................................................................... 72

Defining the PDF Preview ..................................................................................................................................... 74

Defining Self Registration Details .........................................................................................................................74

Defining Pricing Settings ........................................................................................................................................75

Setting the Account Job-ordering Windows ........................................................................................................78

Defining Account Branding ................................................................................................................................... 79

Selecting Shipping Method Groups for the Account........................................................................ 80

Managing Users ....................................................................................................................................... 81

Defining User Groups Settings............................................................................................................. 83

Managing the Account Departments ................................................................................................... 84

Defining the Account Cost Centers..................................................................................................... 84

Defining Email Notification Settings................................................................................................... 86

Customizing Order Fields at the Account Level................................................................................ 87

Store Setup 89

Catalog Overview .............................................................................. 90

Superstore Catalogs................................................................................................................................. 90

Superstore Look and Feel ....................................................................................................................................... 91

HTML Catalogs....................................................................................................................................... 94

Creating and Managing Superstore Catalogs..................................... 95

Managing Superstores............................................................................................................................. 95

Moving a Category ...................................................................................................................................................95

Copying a Category ..................................................................................................................................................95

Renaming a Category ...............................................................................................................................................95

Deleting a Category .................................................................................................................................................96

Creating a Superstore.............................................................................................................................. 96

Adding Products to a Superstore.......................................................................................................... 97

Defining Superstore Content Using the Add Products Option .......................................................................97

Defining Superstore Content Using the Add Queries Option .........................................................................97

Removing Items from the Content List ............................................................................................................... 99

Applying a Layout Theme to a Superstore.......................................................................................... 99

Using the Edit Layout Theme Wizard ................................................................................................................100

Defining the Items Area....................................................................................................................... 102

Defining the Cross Sale Area .............................................................................................................. 102

Defining the Navigation Pane............................................................................................................. 103

Adding Messages................................................................................................................................... 104

Previewing the Superstore or Category ............................................................................................. 104

Creating and Managing HTML Catalogs ............................................ 105

Managing HTML Catalogs .................................................................................................................. 105

Renaming a Catalog ...............................................................................................................................................105

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Deleting a Catalog ..................................................................................................................................................105

Creating an HTML Catalog ................................................................................................................. 105

Adding Templates to an HTML Catalog ...........................................................................................................106

Setting HTML Catalog Template Parameters ...................................................................................................106

Defining a Catalog’s Properties ...........................................................................................................................107

Exporting an HTML Catalog.............................................................................................................. 110

Sending an HTML Catalog by Email................................................................................................. 110

Managing the Cross Sales Library .................................................... 110

Managing Cross Sales ........................................................................................................................... 111

Duplicating a Cross Sale .......................................................................................................................................111

Deleting a Cross Sale .............................................................................................................................................111

Creating and Populating Cross Sales.................................................................................................. 111

Removing a Product from a Cross Sale .............................................................................................................112

Managing the Image Library............................................................. 112

Managing Folders.................................................................................................................................. 112

Creating a New Folder ..........................................................................................................................................112

Renaming a Folder .................................................................................................................................................112

Deleting a Folder ...................................................................................................................................................112

Managing Images................................................................................................................................... 113

Changing the Image Display Mode .....................................................................................................................113

Moving One or More Images Between Folders ...............................................................................................113

Creating a Copy of One or More Images in Another Folder .........................................................................113

Renaming an Image ...............................................................................................................................................113

Deleting One or More Images .............................................................................................................................113

Downloading One or More Images ....................................................................................................................114

Uploading Images ..................................................................................................................................................114

Managing the Database Library........................................................ 115

Adding a Database to the Library....................................................................................................... 115

Checking a Database............................................................................................................................. 115

Deleting a Database .............................................................................................................................. 115

Updating a Database............................................................................................................................. 116

Job Business Flow 117

General Overview ............................................................................. 118

Joblets.............................................................................................. 119

Managing Joblets ................................................................................................................................... 120

Renaming a Joblet ..................................................................................................................................................120

Deleting a Joblet .....................................................................................................................................................121

Disabling a Joblet ...................................................................................................................................................121

Creating a New Joblet ...........................................................................................................................................121

Editing a Joblet...................................................................................................................................... 121

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Changing a Joblet Description .............................................................................................................................121

Adding a Joblet Option .........................................................................................................................................122

Enabling a Joblet Option ......................................................................................................................................122

Disabling a Joblet Option .....................................................................................................................................122

Deleting a Joblet Option .......................................................................................................................................122

Changing the Sequence of Joblet Options .........................................................................................................122

Joblet Types ........................................................................................................................................... 123

Lamination ..............................................................................................................................................................123

Number of Pages ...................................................................................................................................................123

Paper ........................................................................................................................................................................123

Folding .....................................................................................................................................................................124

Binding ....................................................................................................................................................................124

Page Size ..................................................................................................................................................................125

Colors .......................................................................................................................................................................125

Collating ..................................................................................................................................................................125

Drilling .....................................................................................................................................................................126

Numbering ..............................................................................................................................................................126

Job Types ......................................................................................... 127

How Many Job Types to Create?........................................................................................................ 128

Managing Job Types ............................................................................................................................. 128

Renaming a Job Type ............................................................................................................................................128

Deleting a Job Type ...............................................................................................................................................129

Disabling a Job Type .............................................................................................................................................129

Duplicating a Job Type .........................................................................................................................................129

Editing a Job Type .................................................................................................................................................129

Creating a Simple Job Type ................................................................................................................. 129

Adding General Information to a Job Type ......................................................................................................130

Intent .......................................................................................................................................................................130

Ordering Sequence ................................................................................................................................................134

Settings ....................................................................................................................................................................137

Job Type Groups................................................................................................................................... 141

Templates ........................................................................................ 143

Template Types ..................................................................................................................................... 143

Template Creation................................................................................................................................. 143

Template Structure................................................................................................................................ 144

Content ....................................................................................................................................................................144

Intent .......................................................................................................................................................................144

File Report ..............................................................................................................................................................144

Managing Templates............................................................................................................................. 144

Renaming a Template ............................................................................................................................................144

Deleting a Template ..............................................................................................................................................145

Copying a Template ...............................................................................................................................................145

Moving a Template ................................................................................................................................................145

Editing a Template ................................................................................................................................................145

Adding an Archive to a Template .......................................................................................................................146

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Managing the Workflow Policy of a Template ..................................................................................................146

Managing the Access Rights of a Template .......................................................................................................146

Sending a Template as MailToPrint ....................................................................................................................147

Enabling a Template for Inventory ....................................................................................................................148

Creating a New Template .................................................................................................................... 149

Adding General Information to a Template ......................................................................................................149

Upload File ..............................................................................................................................................................149

Specifying the Intent .............................................................................................................................................150

Using the File Report ............................................................................................................................................150

Variable Information .............................................................................................................................................152

Defining the Ordering Sequence .........................................................................................................................153

Defining the Settings .............................................................................................................................................153

Creating a New Template from an Existing Job.............................................................................. 154

Creating Variable Data Templates..................................................... 155

Select Variable Data Fields .................................................................................................................. 155

Selecting Variable Text Fields ..............................................................................................................................155

Selecting Variable Image Fields ...........................................................................................................................156

Defining Variable Data Field Properties ........................................................................................... 156

Text Fields ...............................................................................................................................................................156

Image Fields ............................................................................................................................................................163

Advanced Options .................................................................................................................................................165

Arrange Fields........................................................................................................................................ 172

Changing the Sequence of Fields ........................................................................................................................172

Splitting Fields into Several Tabs ........................................................................................................................173

Pricing 175

Pricing Overview .............................................................................. 176

Concepts................................................................................................................................................. 176

Calculation Model ..................................................................................................................................................176

Line Item .................................................................................................................................................................177

Tax Package ............................................................................................................................................................178

Pricing Process Overview .................................................................................................................... 178

Setup ........................................................................................................................................................................178

Job Pricing ...............................................................................................................................................................179

Order Pricing ..........................................................................................................................................................179

Price Management .................................................................................................................................................180

Setup ............................................................................................... 181

Set-up Tax Packages ............................................................................................................................. 181

Managing the Tax Packages .................................................................................................................................182

Managing Taxes ......................................................................................................................................................184

Set-up Job Type Pricing ....................................................................................................................... 186

Selecting a Job Type ..............................................................................................................................................186

Selecting a Template ..............................................................................................................................................186

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Setting-up Intent Pricing...................................................................................................................... 186

Intent Pricing Examples .......................................................................................................................................188

Setting-up Manual Pricing.................................................................................................................... 191

Price Management ........................................................................... 192

Manually Pricing a Job.......................................................................................................................... 192

Checking and Modifying Job Pricing ................................................................................................. 193

Checking and Modifying Order Pricing............................................................................................. 193

Line Item Library .............................................................................. 195

Types of Line Items.............................................................................................................................. 195

Setup Line Items ....................................................................................................................................................195

Result Line Items ...................................................................................................................................................195

Managing the Line Item Library ......................................................................................................... 195

Searching for a Line Item .....................................................................................................................................196

Creating a New Line Item ....................................................................................................................................196

Editing Line Items .................................................................................................................................................196

Managing Site Customization Skins 199

Creating Skins................................................................................. 200

Accessing The Skin Editor .................................................................................................................. 200

Customizing the Login Page................................................................................................................ 200

Customizing the Site Frame ................................................................................................................ 201

Customizing the Launch Pad .............................................................................................................. 202

Customizing the Email Banner ........................................................................................................... 203

Customizing the Catalog Banner ........................................................................................................ 204

Saving and Previewing Views.............................................................................................................. 204

Editing Skin Elements...................................................................... 205

Uploading Images ................................................................................................................................. 206

Editing the Final Design ...................................................................................................................... 207

Uploading Designs .......................................................................... 208

Converting HTML Pages to .mht Files ............................................................................................. 208

Activating Page Elements ................................................................ 209

Selecting Languages .............................................................................................................................. 211

Specifying First Page After Login....................................................................................................... 211

Defining User Privilege Views ............................................................................................................ 212

Defining and Editing for the Various User Types ............................................................................................212

Managing the Skin Library ............................................................... 213

Accessing the Skin Library ...................................................................................................................................213

Assigning Skins to Print Buyers.......................................................................................................... 214

Designating a Default Skin .................................................................................................................. 214

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Production Management 215

Production Queue Overview............................................................. 216

Managing Jobs in the Production Queue ........................................... 217

Managing the Production Queue Job List......................................................................................... 217

The Job Details Panel........................................................................................................................... 217

Viewing and Editing Job Properties................................................................................................... 219

Attaching Files to the Job .................................................................................................................... 220

Viewing and Modifying a Job’s Crop and Bleed Parameters.......................................................... 221

Editing Job Imposition......................................................................................................................... 222

Manual Impose ...................................................................................................................................... 225

Imposition Schemes ..............................................................................................................................................225

Ganging Jobs for Production .............................................................................................................. 227

Layout Maker Overview .......................................................................................................................................227

Printing Jobs Using the Layout Maker ...............................................................................................................228

Printing Book Assembly Jobs on More Than One Output Device.............................................. 229

Creating a Job Ticket ............................................................................................................................ 230

Editing a Job Ticket.............................................................................................................................. 231

Viewing Book Assembly Job Details ..................................................................................................................231

Managing Notifications and Alerts .................................................. 232

Producing Jobs ................................................................................ 234

Outsourcing Jobs to a Partner Print Service Provider .................................................................... 234

Print Service Provider Workflow ........................................................................................................................234

Partner Print Service Provider Workflow ..........................................................................................................235

Changing the Status of a Job ............................................................................................................... 235

Approving a Job for Printing .............................................................................................................. 236

Delivery Queue ................................................................................ 237

Delivery Queue Overview ................................................................................................................... 237

Managing the Jobs for Delivery Panel ............................................................................................... 238

Managing Delivery in the Batch Order Panel................................................................................... 239

Viewing Carrier Tracking Status ..........................................................................................................................239

Editing Delivery Information ..............................................................................................................................240

Printing Shipping Labels .......................................................................................................................................241

Estimating Shipping Costs ...................................................................................................................................241

Approving Jobs for Delivery ................................................................................................................................242

Managing the Shipped Deliveries Panel ............................................................................................ 242

Track Jobs ....................................................................................... 244

Searching for Jobs ................................................................................................................................. 244

Defining Job Search Criteria ................................................................................................................................244

Defining and Saving Job Search Information ...................................................................................................247

Managing Tracked Jobs........................................................................................................................ 247

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Viewing Job Details ...............................................................................................................................................248

Changing Job Status ..............................................................................................................................................248

Deleting Jobs .......................................................................................................................................................... 249

Viewing and Editing Job Properties ...................................................................................................................250

Viewing and Editing Job Pricing .........................................................................................................................250

Viewing and Editing Job Ticket ..........................................................................................................................251

Viewing and Editing Order Pricing ....................................................................................................................251

Reprinting Job ........................................................................................................................................................252

Saving a Job as a Template ...................................................................................................................................253

Searching for an Order .........................................................................................................................................253

Direct Marketing Links 255

DirectSmile Image Generator........................................................... 256

Installing DirectSmile Image Generator............................................................................................ 256

New Setup ...............................................................................................................................................................256

Verification .............................................................................................................................................................256

Upgrade ...................................................................................................................................................................257

Creating a Template with a DirectSmile Image................................................................................ 257

Ordering a Job from a Template with a DirectSmile Image. ......................................................... 259

XMPie PersonalEffect Integration .................................................... 260

Installing XMPie PersonalEffect ........................................................................................................ 260

New Setup ...............................................................................................................................................................260

Upgrade ...................................................................................................................................................................261

XMPie PersonalEffect Server Information....................................................................................... 261

Print Service Provider Side ...................................................................................................................................261

Importing an XMPie PersonalEffect Template to the Web Services System ..............................................263

Print Buyer Side .....................................................................................................................................................264

Restrictions and Known Limitations ..................................................................................................................265

USADATA......................................................................................... 265

Installing USADATA ........................................................................................................................... 265

Verification .............................................................................................................................................................266

Upgrade ...................................................................................................................................................................266

Creating a Template with a USADATA Database .......................................................................... 267

Ordering a Job with a USADATA Database.................................................................................... 269

Local DB List Acquisition .................................................................. 271

Installing Local DB List Acquisition.................................................................................................. 271

New Setup ...............................................................................................................................................................271

Upgrade ...................................................................................................................................................................272

Creating a Template with a Local Database...................................................................................... 273

Ordering a Job with a Local Database............................................................................................... 275

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Credit Card 277

Integrating with Web Services Credit Card Vendors ......................... 278

Adding Web Services Credit Card Service Vendors........................... 279

Excel Pricing 281

Settings in Web Services................................................................. 282

Assigning Excel Pricing to a Print Buyer .......................................................................................... 282

Importing/Exporting the Excel Pricing File .....................................................................................................282

Excel Pricing File Format.................................................................. 283

Understanding the File Format........................................................................................................... 283

Column A ................................................................................................................................................................283

Column B ................................................................................................................................................................284

Column C ................................................................................................................................................................288

Column D ...............................................................................................................................................................289

Excel Pricing with the Book Assembly Module............................................................................... 289

Excel Programming and Useful Excel Functions ............................... 290

IF Function ............................................................................................................................................ 290

Sample IF Syntax ...................................................................................................................................................290

Vlookup Function................................................................................................................................. 290

MATCH.................................................................................................................................................. 291

INDEX................................................................................................................................................... 291

DGET Function.................................................................................................................................... 291

VBA......................................................................................................................................................... 292

Set 293

Set Definitions ................................................................................ 294

Binding Styles......................................................................................................................................... 294

Components........................................................................................................................................... 294

Set Pricing............................................................................................................................................... 294

Defining a Set Job Type.................................................................... 295

Defining Binding Properties................................................................................................................ 295

Setting General Properties ....................................................................................................................................295

Setting Page Size Properties .................................................................................................................................296

Setting Material Properties ...................................................................................................................................296

Setting Pricing Properties .....................................................................................................................................296

Defining Component Properties ........................................................................................................ 296

General Properties .................................................................................................................................................296

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Paper Selection Properties ....................................................................................................................................297

Color Channel Properties .....................................................................................................................................297

Finishing Properties ...............................................................................................................................................297

Pricing Properties ...................................................................................................................................................297

Defining a Set Preview..................................................................... 298

Preparation ............................................................................................................................................. 299

Optional Spine ........................................................................................................................................................299

Establish the Preview Size ....................................................................................................................................299

Establish the Left and Right Page Position .......................................................................................................300

Setting up a New Preview .....................................................................................................................................301

Setting up a Binding Preview ...............................................................................................................................301

Producing a Set Job .......................................................................... 301

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List of Figures

Figure 1: Web Services Toolbox ..................................................................................................................... 4

Figure 2: Status Icon on the Status Bar.......................................................................................................... 5

Figure 3: Frequently Used Terminology ........................................................................................................ 5

Figure 4: Links.................................................................................................................................................... 6

Figure 5: Queues................................................................................................................................................ 7

Figure 6: Import Database ............................................................................................................................. 10

Figure 7: Print Buyer User Privileges............................................................................................................ 24

Figure 8: Default Gutter................................................................................................................................. 35

Figure 9: Print Imposition Option Graphic Representations................................................................... 43

Figure 10: Original Business Card with no Bleed....................................................................................... 45

Figure 11: Re-scaled Business Card .............................................................................................................. 45

Figure 12: Reduced Size Business Card ....................................................................................................... 45

Figure 13: Account Setup - General Info window ..................................................................................... 64

Figure 14: Export Account dialog box......................................................................................................... 65

Figure 15: Account Setup - New User window .......................................................................................... 68

Figure 16: User Types and their privileges................................................................................................... 69

Figure 17: Account Setup - Checkout window........................................................................................... 70

Figure 18: Account Setup - Preferences window, Utilities panel............................................................. 72

Figure 19: Account Setup - Preferences window, Pricing panel .............................................................. 75

Figure 20: Account Setup - Cost Centers window ..................................................................................... 85

Figure 21: Panel Layouts ................................................................................................................................ 91

Figure 22: Account Selection List ................................................................................................................. 96

Figure 23: Account Selection List ............................................................................................................... 106

Figure 24: Joblet Library............................................................................................................................... 120

Figure 25: Job Type Library ......................................................................................................................... 128

Figure 26: Job Type Intent Tab................................................................................................................... 131

Figure 27: Job Type Ordering Sequence Tab............................................................................................ 136

Figure 28: Job Type - Settings - Quantity .................................................................................................. 138

Figure 29: Quantity Example....................................................................................................................... 139

Figure 30: Job Type Groups ........................................................................................................................ 142

Figure 31: Detailed File Report ................................................................................................................... 151

List of Figures

Figure 32: Selective Upload .......................................................................................................................... 155

Figure 33: Output Format ............................................................................................................................ 159

Figure 34: Simple Drop-down Menu .......................................................................................................... 160

Figure 35: Complex Drop-down Menu...................................................................................................... 162

Figure 36: Position Links .............................................................................................................................. 167

Figure 37: Suffix ............................................................................................................................................. 168

Figure 38: Group Centering ......................................................................................................................... 169

Figure 39: Empty Fields ................................................................................................................................ 170

Figure 40: Identical Input Fields.................................................................................................................. 171

Figure 41: Style Selection .............................................................................................................................. 172

Figure 42: Multiple-tax Package................................................................................................................... 183

Figure 43: Area-dependent Tax ................................................................................................................... 185

Figure 44: Planner with Multiple Quantities.............................................................................................. 187

Figure 45: Product Base Price with Ranges ............................................................................................... 188

Figure 46: Manual Job Pricing...................................................................................................................... 192

Figure 47: Job Pricing for Intent-priced Job.............................................................................................. 193

Figure 48: Order Pricing Result Matrix ...................................................................................................... 194

Figure 49: JBF Option Line Item ................................................................................................................ 197

Figure 50: Production Queue window....................................................................................................... 216

Figure 51: Job Properties dialog box........................................................................................................... 219

Figure 52: ITrims & Bleeds Editor - Advanced tab.................................................................................. 221

Figure 53: Device and Imposition dialog box ........................................................................................... 222

Figure 54: Imposition Scheme: Vertical Orientation................................................................................ 225

Figure 55: Imposition Scheme: Horizontal Orientation .......................................................................... 226

Figure 56: Imposition Scheme: Close Up View ........................................................................................ 226

Figure 57: Layout Maker window................................................................................................................ 228

Figure 58: Job Ticket Creation dialog box ................................................................................................. 230

Figure 59: Delivery window.......................................................................................................................... 237

Figure 60: Delivery Information dialog box .............................................................................................. 240

Figure 61: Track Jobs - Search window...................................................................................................... 245

Figure 62: Track Jobs - Job List window.................................................................................................... 245

Figure 63: Advanced Search dialog box...................................................................................................... 246

Figure 64: Track Jobs ribbon........................................................................................................................ 246

Figure 65: Change Job Status window ........................................................................................................ 249

Figure 66: Job Pricing dialog box ................................................................................................................ 250

Figure 67: Order Pricing dialog box............................................................................................................ 251

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Figure 68: Reprint dialog box....................................................................................................................... 252

Figure 69: Save Job As Template dialog box............................................................................................. 253

Figure 70: Enter Variable Data .................................................................................................................... 270

Figure 71: Excel Pricing Information Flow ............................................................................................... 281

Figure 72: Stages of a Set Preview............................................................................................................... 299

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List of Figures

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List of Tables

Table 1: Value Definition Filters..................................................................................................................... 7

Table 2: System User Privileges..................................................................................................................... 23

Table 3: Default Print Buyer User Abilities................................................................................................. 25

Table 4: Print Service Provider User Abilities............................................................................................. 26

Table 5: Stock Library Categories ................................................................................................................ 52

Table 6: Background Image Width ............................................................................................................... 93

Table 7: Default Joblets ................................................................................................................................ 119

Table 8: Lamination sides options .............................................................................................................. 123

Table 9: Lamination type options ............................................................................................................... 123

Table 10: Binding options ............................................................................................................................ 124

Table 11: Color options................................................................................................................................ 125

Table 12: Drilling options............................................................................................................................. 126

Table 13: Ordering Sequence Properties ................................................................................................... 134

Table 14: Quote then Upload...................................................................................................................... 135

Table 15: Quantity Example ........................................................................................................................ 139

Table 16: Template Ordering Sequence Properties.................................................................................. 153

Table 17: Advanced Properties Example................................................................................................... 165

Table 18: Base Price ...................................................................................................................................... 189

Table 19: Base Price ...................................................................................................................................... 190

Table 20: File Upload Dimensions ............................................................................................................. 208

Table 21: Tab Alignment Options .............................................................................................................. 210

Table 22: Notifications ................................................................................................................................. 232

Table 23: Alerts .............................................................................................................................................. 233

Table 24: Configuration Check.................................................................................................................... 262

Table 25: Vendor Account Details ............................................................................................................. 278

Table 26: Column A Fields .......................................................................................................................... 284

Table 27: Column C Fields........................................................................................................................... 288

List of Tables

Web Servicesxviii

Introduction

FreeFlow Web Services

FreeFlow Web Services™ is a Business Flow Automation solution that allows you to create, customize, order, print, and deliver print jobs in one streamlined operation.

Web Services enables you to respond to changing market conditions, as well as leverage new business opportunities by providing you with the following features:

 Personalized, on-demand, printing capabilities – integrate independent and data-based variable information

to create variable data jobs and campaigns.

 Advanced reprint abilities – access jobs and templates for reprinting or updating print material.

 Advanced tracking abilities – you and your customers can track orders from the moment they enter your

organization, until they arrive at their final destination.

 Simplified production and ordering process – generate jobs, receive automated pre-flighting, and create soft

proofs prior to ordering. Make use of pre-press capabilities, output management, delivery, and billing abilities. The entire process is designed to reduce the number of interactions with your customers.

 An open system - communicate with your customers’ system and with your own peripheral systems; you can

receive orders from any environment including branded websites, emails, intranet, procurement systems, or print drivers, as well as interact with other systems that provide diverse services.

The Print Service Provider Guide

The Print Service Provider guide provides you with instructions for managing the administration and production workflows, with the purpose of:

 Introducing Web Services software features.

 Entering and organizing data that is processed by Web Services, allowing you to provide automatic price

generation and enabling job production.

 Assisting your organization in configuring Web Services printing, account, and system settings.

 Enabling quick implementation of Web Services so you can improve and enhance your business.

Before working with the guide, we recommend that you complete the comprehensive Customer Driven Deployment Program (CDDP) and gain the implementation skills that will enable you to begin working with your customers.

Introduction

Web Services2

Web Services User Overview

The FreeFlow Web Services User Overview describes terminology, conventions, and features used in Web Services.

The chapter includes the following sections:

 Accessing Web Services

 Frequently Used Terminology

 Conventions Used in Web Services

 Using Web Services Features

Web Services User Overview

Accessing Web Services

Web Services runs on the Windows operating system. As a Print Service Provider user, you can access Web Services either via the internet (World Wide Web), or on an intranet, by typing a Uniform Resource Locator (URL) into an Internet Explorer browser address field. Print Buyers can access the Print Buyer application site using either Internet Explorer, Mozilla Firefox, or Apple Safari browsers.

To access Web Services in a browser

1 Open an Internet browser window.

2 Type the Web Services URL into the browser address text field.

For example: http://x.x.x.x/Web Services/

3 Press Enter on your keyboard; Web Services is accessed.

Disable your browser Pop-up Blocker to ensure that Web Services’s various windows and dialog boxes are able to appear.

Accessing Web Services locally

A computer with Web Services installed locally is called an Web Services Server.

Ensure that the Web Services server is dedicated (used solely as a network server) and that the application installation is on an internal driver, and not on an external one.

The Web Services

Figure 1: Web Services Toolbox

Toolbox appears in the top-right corner of the Web Services Server desktop.

Status Indicator

Web Services4

Frequently Used Terminology

You can use the Web Services

 Start Director – start running the Internet Information server and the Web Services processes.

 Start Director – stop running the Internet Information server and the Web Services processes.

 Restart Director – stop and restart the Internet Information server and the Web Services processes.

 Log Window – open the system feedback window. A full record of all past actions, and their execution

Toolbox to perform the following tasks:

times, available to facilitate application trouble shooting.

 Task Manager – open the Windows Task Manager.

 Explorer – open Windows Explorer.

Status Icon

The status icons, located on the Status Bar at the bottom-right corner of the desktop, indicate two operational modes of the system:

Figure 2: Status Icon on the Status Bar



– indicates the system is operating; both the Internet Information server and Web Services are running.

 – indicates the system is in the process of becoming operational or shutting down.

 – indicates not operating correctly; either the Internet Information server or Web Services is down. The

Connection Failure prompt appears.

Frequently Used Terminology

Figure 3 and Figure 4 describe terminology used in the Print Service Provider interface structure.

Figure 3: Frequently Used Terminology

Menus Ribbons Ribbon Menus

Window

Panel

Sub-panel

Pane

5Print Service Provider Guide

Web Services User Overview

Figure 4: Links

Connected

Help

The following list describes Web Services Print Service Provider user interface terminology:

 Screen – refers to the entire monitor screen, including the operating system toolbars.

 Window – part of the screen; opens by clicking any of the Workflow or Administration tabs in the Web

Services taskbar.

 Panel – part of a window; can contain sub-panels.

 Sub-panel – part of a panel.

 Pane – a large box, usually located on the left side of the window.

 Operation Button – used for performing various operations; appears in a panel or a sub-panel, or below a

pane.

Log Out

Home Page

Navigating Web Services

After logging in to Web Services, do not use the browser toolbar buttons. Click the selected menu to refresh the display, and use the menus, ribbons, and ribbon menus to navigate within Web Services. buttons appear when the option to return to a previous window or to move to a following window exists.

Previous and Next

If you want the application open in more then one browser window, do not open another browser tab; open another browser window instead.

Logging Out of Web Services

Ensure that you use Web Services’s log out link (displayed in Figure 4) and not the window’s close control, or browser

File menu command, when you want to log out of the application.

Web Services6

Frequently Used Terminology

Conventions Used in Web Services

Web Services uses several interface conventions. These conventions are documented below, and are referred to throughout the documentation.

Managing Queues

Figure 5: Queues

Search Filter

Val ue Definition Filters

Search Field

Job Details

Positioning Arrows

Queues are used in Web Services to display the current status of jobs. You can view and edit jobs in each queue by clicking icons in the queue columns, or in the

All queues have the following features and tools:

 Search Filter – a dropdown list containing an alphabetically ordered list of search criteria.

 Value Definition Filters – a dropdown list containing definitions to filter the search. For value definition

filter descriptions, refer to Table 1.

 Column selection

 Job sorting according to column

 Job repositioning

 Job details viewing and editing

Table 1: Value Definition Filters

Filter Definition

< Less than

>Greater than

<= Less than or equal to

>= Greater than or equal to

<> Not equal to

Job Details pane.

7Print Service Provider Guide

Web Services User Overview

Table 1: Value Definition Filters (Continued)

Filter Definition

=Equal to

Like Similar to

Displaying and Hiding Queue Columns

Queues show job information according to the columns that are displayed. You can select which columns to display or hide.

To display and hide queue columns:

1 Click Column Selection; the Column Selection dialog box appears, the number of selected check boxes

corresponds with the number of columns displayed in the queue.

2 Select or clear check boxes to display or hide columns.

3 Click

OK; queue columns are displayed or hidden, as defined in Step 2.

 Adding more than ten columns can distort the view of the individual columns.

 When the Payment Method column is selected, the payment method appears as PO, CC, or

EDD. For more information, refer to Defining Pricing Settings on page 75.

 Process indicates that the processing of the job(s) has not yet been completed.

Sorting Jobs

You can sort information in queues according to columns.

Click a column heading to arrange queue information in alphabetical, ascending or descending order; the or arrow appears in the column header, indicating the directional order in the column.

Repositioning Jobs

When a job enters a queue, the job is positioned according to the system-assigned job number. You can reposition the job within the queue.

To move jobs up or down one row:

1 Select one or more job rows and click or

2 Repeat Step 1 until the job is queued as you want it.

Web Services8

Using Web Services Features

To move a job to the top or to the bottom of the queue:

 Select the job and click ; the job moves to the bottom of the queue.

 Select the job and click ; the job moves to the top of the queue.

To restore the queue to the original status:

Click Default Sort; the jobs appear in the original queue positions (lowest number at the top and the highest number at the bottom).

To update the queue with new jobs:

Click the Refresh button; new jobs entered to the system appear in the queue.

Using Web Services Features

You can use several features within Web Services to store or modify information, all of which can be accessed from various locations within the application.

Managing Attachments

You can upload files to jobs and download attached files to any folder in your system.

Uploading Files

Click Upload Files or Upload Images; the Upload File dialog box appears.

 To upload a single file, click the Upload a single file radio button, and complete the instructions in the

Upload File dialog box.

 To upload multiple files, click the Upload multiple files, using FTP Multi-file Upload radio button, and

complete the instructions in the

To work with the FTP Multi-file Upload option, you must enable and activate the FTP functionality on your server:

 To verify that FTP is active on your ser ver, see the Installation Guide, Configuring FTP User

Permission.

 To enable FTP Upload, navigate Web Services to System Setup > Basic > General > File

Upload

. For more information, refer to Allowing FTP Uploads on page 14.

Upload File dialog box.

9Print Service Provider Guide

Web Services User Overview

Downloading Files

3 Select a target file and click ; the Download File dialog box appears.

4 Complete the instructions in the

5 Click

Close.

Download File dialog box.

Importing and Exporting Database Files

You can use database files when you need to create variable data jobs containing many parameters, or when you populate lists of users, addresses, stock, and other database elements.

Import – import an Excel file from within or outside the system.

Export – create an Excel file of the data contained in an associated list.

To import a database list:

1 Click Import; the Import dialog box appears.

2 Browse to the target file and choose one of the following options:

 Select File Format – select the file type and encoding values in the dropdown lists.

 Upload, Using a Custom Scheme – select a customer scheme option in the dropdown list. For

information on how to create customer schemes, refer to To define a new mapping scheme: on page 11.

3 Click

Start Uploading; the Import Database dialog box appears.

Figure 6: Import Database

Web Services10

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