Xerox FreeFlow Web Services 9.0 User Guide

Version: 9.0
September 2012
Doc P/N: PSP-9.0-1-W

FreeFlow Web Services

Print Service Provider User Guide

©2012 Xerox Corporation. All Rights Reserved. Xerox® and XEROX and Design®, FreeFlow®, FreeFlow Process Manager®
and FreeFlow Output Manager® 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.©
Bitstream Inc. 2011. 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: 1.0

Table of Contents

1: Introduction 1

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

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

2: Web Services User Overview 3

Accessing Web Services ......................................................................... 3

Accessing Web Services locally ....................................................................................................... 3

Status Icons ...................................................................................................................................... 3

Frequently Used Terminology ................................................................. 4

Navigating Web Services.................................................................................................................. 4

Logging Out of Web Services ........................................................................................................... 4

Conventions Used in Web Services ....................................................... 4

Managing Queues ............................................................................................................................ 4

Using Web Services Features ................................................................. 5

Managing Attachments ..................................................................................................................... 6

Multiple Language Support ............................................................................................................... 7

Generating and Editing Job Tickets .................................................................................................. 9

3: System Setup 11

Basic ........................................................................................................ 11

Contact Details ............................................................................................................................... 11

General ........................................................................................................................................... 11

Time Zone ....................................................................................................................................... 13

Region and Languages ................................................................................................................... 13

Terms and Conditions ..................................................................................................................... 14

Home Page Customization ............................................................................................................. 14

Users ........................................................................................................ 17

Managing Print Service Provider Users .......................................................................................... 17

Print Service Provider User Guide iii

Table of Contents

Print Service Provider User Privileges ............................................................................................ 18

Advanced ................................................................................................ 19

CRM ................................................................................................................................................ 19

Numbering ...................................................................................................................................... 19

Email ............................................................................................................................................... 20

Fonts ............................................................................................................................................... 21

User Types ..................................................................................................................................... 21

Job Expiration ................................................................................................................................. 23

Customized Fields .......................................................................................................................... 23

Account Groups .............................................................................................................................. 24

Billing .............................................................................................................................................. 25

Integrations ............................................................................................. 25

Credit Card Integration ................................................................................................................... 25

HTML or Word Documents ............................................................................................................. 26

Defining Data Export ....................................................................................................................... 26

Integrating Web Services with Other Systems ............................................................................... 27

4: Print Settings 29

Defining Production Parameters ........................................................... 29

Setting Image Resolution Warning ................................................................................................. 29

Setting Size Difference ................................................................................................................... 29

Output Devices ....................................................................................... 30

Managing Output Devices .............................................................................................................. 30

Adding Output Devices ................................................................................................................... 30

General Tab .................................................................................................................................... 30

Defining Output Device Channels .................................................................................................. 31

Defining Print Imposition ................................................................................................................. 32

Defining Press Setup Parameters for Pricing Calculation .............................................................. 35

Setting Speed and Waste ............................................................................................................... 35

Defining Labor Charges .................................................................................................................. 36

Defining Click Charges ................................................................................................................... 36

Managing the Stock Library .................................................................. 37

Importing and Exporting Stock ............................................................. 37

Searching the Stock Library .................................................................. 37

Setting Paper Sizes ................................................................................ 38

iv FreeFlow Web Services

Defining Shipping ................................................................................... 39

Defining Carriers ............................................................................................................................. 39

Defining Shipping Methods ............................................................................................................. 39

Defining Shipping Method Groups .................................................................................................. 41

5: Account Setup 43

Account Setup Overview ....................................................................... 43

Using the Accounts Pane ............................................................................................................... 43

Creating a New Account ........................................................................ 44

Defining General Settings for a New Account ................................................................................ 44

Defining Users for a New Account .................................................................................................. 45

Defining the Account Checkout Process ........................................................................................ 45

Managing Accounts ............................................................................... 46

Managing Account Access ............................................................................................................. 46

Modifying Account Preferences ...................................................................................................... 46

Selecting Shipping Method Groups for the Account ....................................................................... 51

Managing Users .............................................................................................................................. 52

Defining User Groups Settings ....................................................................................................... 53

Managing the Account Departments .............................................................................................. 54

Defining the Account Cost Centers ................................................................................................ 55

Defining Email Notification Settings ................................................................................................ 55

Customizing Order Fields at the Account Level ............................................................................. 56

6: Store Setup 59

Catalog Overview ................................................................................... 59

Superstore Catalogs ....................................................................................................................... 60

HTML Catalogs ............................................................................................................................... 62

Creating and Managing Superstore Catalogs ...................................... 62

Managing Superstores .................................................................................................................... 63

Creating a Superstore ..................................................................................................................... 63

Adding Products to a Superstore .................................................................................................... 64

Applying a Layout Theme to a Superstore ..................................................................................... 65

Defining the Items Area .................................................................................................................. 67

Defining the Cross Sale Area ......................................................................................................... 68

Defining the Navigation Pane ......................................................................................................... 68

Print Service Provider User Guide v

Table of Contents

Adding Messages ........................................................................................................................... 69

Previewing the Superstore or Category .......................................................................................... 69

Creating and Managing HTML Catalogs ............................................... 69

Managing HTML Catalogs .............................................................................................................. 70

Creating an HTML Catalog ............................................................................................................. 70

Exporting an HTML Catalog ........................................................................................................... 72

Sending an HTML Catalog by Email .............................................................................................. 72

Managing the Cross Sales Library ........................................................ 73

Managing Cross Sales .................................................................................................................... 73

Creating and Populating Cross Sales ............................................................................................. 73

Managing the Image Library .................................................................. 74

Managing Folders ........................................................................................................................... 74

Managing Images ........................................................................................................................... 74

Managing the Database Library ............................................................ 76

Adding a Database to the Library ................................................................................................... 76

Checking a Database ..................................................................................................................... 76

Deleting a Database ....................................................................................................................... 76

Updating a Database ...................................................................................................................... 76

7: Job Business Flow 77

General Overview ................................................................................... 77

Joblets ..................................................................................................... 78

Managing Joblets ............................................................................................................................ 79

Editing a Joblet ............................................................................................................................... 79

Joblet Types ................................................................................................................................... 80

Job Types ................................................................................................ 82

How Many Job Types to Create? ................................................................................................... 83

Managing Job Types ...................................................................................................................... 83

Creating a Simple Job Type ........................................................................................................... 84

Job Type Groups ............................................................................................................................ 91

Templates ................................................................................................ 91

Template Types .............................................................................................................................. 91

Template Creation .......................................................................................................................... 92

Template Structure ......................................................................................................................... 92

Creating a New Template ............................................................................................................... 92

vi FreeFlow Web Services

Managing Templates ...................................................................................................................... 95

Creating Variable Data Templates ........................................................ 99

Select Variable Data Fields ............................................................................................................ 99

Defining Variable Data Field Properties ......................................................................................... 99

Arrange Fields .............................................................................................................................. 106

8: Pricing 109

Introduction ........................................................................................... 109

Pricing Overview .................................................................................. 109

Concepts ....................................................................................................................................... 109

Pricing Process Overview ............................................................................................................. 111

Setup ...................................................................................................... 112

Set-up Tax Packages ................................................................................................................... 112

Set-up Job Type Pricing ............................................................................................................... 115

Setting-up Intent Pricing ............................................................................................................... 116

Setting-up Manual Pricing ............................................................................................................ 119

Price Management ................................................................................ 119

Manually Pricing a Job .................................................................................................................. 119

Checking and Modifying Job Pricing ............................................................................................ 119

Checking and Modifying Order Pricing ......................................................................................... 120

Line Item Library ................................................................................... 120

Types of Line Items ...................................................................................................................... 120

Managing the Line Item Library .................................................................................................... 121

9: Production Management 123

Production Queue Overview ............................................................... 123

Managing Jobs in the Production Queue ........................................... 124

Managing the Production Queue Job List .................................................................................... 124

The Job Details Panel ................................................................................................................... 124

Viewing and Editing Job Properties .............................................................................................. 125

Attaching Files to the Job ............................................................................................................. 126

Viewing and Modifying a Job’s Trim and Bleed Parameters ........................................................ 126

Editing Job Imposition ................................................................................................................... 126

Manual Impose ............................................................................................................................. 128

Print Service Provider User Guide vii

Table of Contents

Ganging Jobs for Production ........................................................................................................ 130

Printing Book Assembly Jobs on More Than One Output Device ................................................ 131

Creating a Job Ticket .................................................................................................................... 132

Managing Notifications and Alerts ..................................................... 132

Producing Jobs .................................................................................... 133

Outsourcing Jobs to a Partner Print Service Provider .................................................................. 133

Changing the Status of a Job ....................................................................................................... 135

Approving a Job for Printing ......................................................................................................... 135

Delivery Queue ..................................................................................... 135

Delivery Queue Overview ............................................................................................................. 135

Managing the Jobs for Delivery Panel .......................................................................................... 136

Managing Delivery in the Batch Order Panel ............................................................................... 136

Managing the Shipped Deliveries Panel ....................................................................................... 138

Track Jobs ............................................................................................. 139

Searching for Jobs ........................................................................................................................ 139

Managing Tracked Jobs ............................................................................................................... 141

10: Managing Site Customization 145

Creating Skins ...................................................................................... 145

Accessing The Skin Editor ............................................................................................................ 146

Customizing the Login Page ......................................................................................................... 146

Customizing the Site Frame ......................................................................................................... 146

Customizing the Launch Pad ........................................................................................................ 147

Customizing the Email Banner ..................................................................................................... 147

Customizing the Catalog Banner .................................................................................................. 148

Saving and Previewing Views ...................................................................................................... 148

Editing Skin Elements .......................................................................... 148

Uploading Images ......................................................................................................................... 149

Editing the Final Design ................................................................................................................ 149

Accessing the Style Sheet Window .................................................... 149

Uploading Designs ............................................................................... 150

Converting HTML Pages to .mht Files .......................................................................................... 151

Activating Page Elements .................................................................... 151

Selecting Languages .................................................................................................................... 152

Specifying First Page After Login ................................................................................................. 152

viii FreeFlow Web Services

Defining User Privilege Views ...................................................................................................... 153

Managing the Skin Library ................................................................... 153

Assigning Skins to Print Buyers .................................................................................................... 153

Designating a Default Skin ........................................................................................................... 153

Accessing the Skin Library ................................................................. 154

Duplicating Skins ................................................................................. 154

11: Direct Marketing Links 155

DirectSmile Image Generator .............................................................. 155

Creating a Template with a DirectSmile Image ............................................................................ 155

Ordering a Job from a Template with a DirectSmile Image. ......................................................... 157

XMPie PersonalEffect ........................................................................... 157

Importing an XMPie PersonalEffect Template to the Web Services System ............................... 157

Ordering From a Template ........................................................................................................... 158

Uploading a Database File ........................................................................................................... 158

Restrictions and Known Limitations .............................................................................................. 158

12: Excel Pricing 161

Settings in Web Services ..................................................................... 161

Assigning Excel Pricing to a Print Buyer ...................................................................................... 161

Excel Pricing File Format ..................................................................... 162

Understanding the File Format ..................................................................................................... 162

Excel Pricing with the Book Assembly Module ............................................................................. 166

Excel Programming and Useful Excel Functions .............................. 167

IF Function .................................................................................................................................... 167

Vlookup Function .......................................................................................................................... 167

MATCH ......................................................................................................................................... 168

INDEX ........................................................................................................................................... 168

DGET Function ............................................................................................................................. 168

VBA ............................................................................................................................................... 168

13: Book Assembly 169

Book Assembly Definitions ................................................................. 169

Print Service Provider User Guide ix

Table of Contents

Binding Styles ............................................................................................................................... 169

Components ................................................................................................................................. 169

Book Assembly Pricing ................................................................................................................. 169

Defining a Book Assembly Job Type ................................................. 170

Defining Binding Properties .......................................................................................................... 170

Defining Component Properties ................................................................................................... 171

Defining a Book Assembly Preview .................................................... 172

Preparation ................................................................................................................................... 173

Producing a Book Assembly Job ....................................................... 175

14: Integrations Guide 177

Introduction ........................................................................................... 177

Who Should Use This Guide ........................................................................................................ 177

Overview ....................................................................................................................................... 177

LDAP ...................................................................................................... 178

Overview ....................................................................................................................................... 178

LDAP Configuration ...................................................................................................................... 179

User Management ................................................................................. 180

General ......................................................................................................................................... 180

Overview ....................................................................................................................................... 181

Integration Flow ............................................................................................................................ 181

Configuring the User Authentication Definition ............................................................................. 182

Authentication server response structure ..................................................................................... 182

Multisite Compatibility ................................................................................................................... 186

Appendix ....................................................................................................................................... 186

Data Export ........................................................................................... 187

Introduction ................................................................................................................................... 187

Hot Folder Configuration............................................................................................................... 187

Writing a Connector ...................................................................................................................... 201

Freeflow Connectivity .......................................................................... 203

Introduction ................................................................................................................................... 203

Process Manager Integration ....................................................................................................... 204

Process Manager Manifest Integration ......................................................................................... 207

Output Manager Integration .......................................................................................................... 210

JMF Service .................................................................................................................................. 213

x FreeFlow Web Services

Print Manager – Advanced Print Path .......................................................................................... 214

VIPP Emitter Integration ............................................................................................................... 216

Print from DocuShare Integration ................................................................................................. 217

FreeFlow Repository Integration .................................................................................................. 219

XMPie PersonalEffect ........................................................................... 221

XMPie PersonalEffect Integration ................................................................................................. 221

Installing XMPie PersonalEffect ................................................................................................... 222

Web Services and XMPie PersonalEffect Integration .................................................................. 222

Importing an XMPie PersonalEffect Template to the Web Services System ............................... 223

Restrictions and Known Limitations .............................................................................................. 224

DirectSmile ............................................................................................ 225

Overview ....................................................................................................................................... 225

Prerequisites ................................................................................................................................. 225

Installation process ....................................................................................................................... 225

Enabling DirectSmile .................................................................................................................... 225

Job Ordering Workflow ................................................................................................................. 226

Credit Card ............................................................................................ 226

Introduction ................................................................................................................................... 226

Integrating with the Credit Card Vendor ....................................................................................... 226

Enabling Credit Cards for Web Services Accounts ...................................................................... 229

Verifying Print Buyer Workflow via Credit Card ............................................................................ 229

Adding Credit Card Vendors to Web Services ............................................................................. 229

15: Web Services Order Center User Guide 231

Introduction ........................................................................................... 231

Overview ....................................................................................................................................... 231

Configuration ........................................................................................ 232

Define Accounts ............................................................................................................................ 232

Set up Account Groups ................................................................................................................. 232

Add CSR Users ............................................................................................................................ 233

Configure Web Services Order Center Email ............................................................................... 233

Configure Web Services Order Center Settings ........................................................................... 234

Sales ...................................................................................................... 237

Creating a Simple Quote .............................................................................................................. 237

Performing Additional Actions on the Quote................................................................................. 240

Progressing from Quotes to Orders .............................................................................................. 244

Print Service Provider User Guide xi

Table of Contents

Invoicing and Billing ............................................................................ 249

Handling Deposits ......................................................................................................................... 249

Handling Invoices ......................................................................................................................... 252

Handling Credit Notes ................................................................................................................... 254

Handling Receipts ......................................................................................................................... 257

Managing Your Business and Production ......................................... 259

The Dashboard ............................................................................................................................. 260

The Commercial Queue ................................................................................................................ 261

The Artwork Queue ....................................................................................................................... 262

The Activities Screen .................................................................................................................... 266

The Billing Manager ...................................................................................................................... 266

Production Pricing ............................................................................... 267

Pricing Concepts ........................................................................................................................... 267

Setting Up Production Pricing ....................................................................................................... 270

Index 279

xii FreeFlow Web Services

In This Chapter

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

1

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.

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

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.

Print Service Provider User Guide 1

Introduction

2 FreeFlow Web Services

In This Chapter

Using Web Services Features .............................................................. 5

2

Web Services User Overview

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

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.

Accessing Web Services ....................................................................... 3

Frequently Used Terminology ............................................................... 4

Conventions Used in Web Services ...................................................... 4

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.

NOTE:

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

Use the WEB SERVICES TOOLBOX to perform the following tasks:

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

• Stop Web Services – stop running the Internet Information server and the Web Services processes.

• Restart Web Services – 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 times, available to facilitate application trouble shooting.

• Task Manager – open the Windows Task Manager.

• Explorer – open Windows Explorer.

Status Icons

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

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

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

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

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

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

– indicates the system is not operating correctly; either the Internet Information server or Web Services

is down. The C

Print Service Provider User Guide 3

ONNECTION FAILURE prompt appears.

Web Services User Overview

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

Frequently Used Terminology

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.

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.

REVIOUS and NEXT buttons appear when the option to return to a previous window or to move to a

P

following window exists.

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

Use Web Services’s log out link and not the window’s CLOSE control, or browser FILE menu, to log out
of the application.

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

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 Job Details pane.

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 as follows:

Filter Definition

< Less than

> Greater than

<= Less than or equal to

>= Greater than or equal to

<> Not equal to

= Equal to

Like Similar to

• Column selection

• Job sorting according to column

4 FreeFlow Web Services

Using Web Services Features

P

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

• Job repositioning

• Job details viewing and editing

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 C

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

OLUMN SELECTION dialog box appears, and 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.

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

•

NOTE:

• 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 49).

•

ROCESS 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; an 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

NOTE:

To select more than one job, press the Ctrl key and select each job or press the Shift key and select
the first and the last of a group of jobs.

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

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.

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

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.

Print Service Provider User Guide 5

Web Services User Overview

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

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

PLOAD FILE dialog box.

U

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

and complete the instructions in the U

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

NOTE:

your server. To enable FTP Upload, navigate to S
For more information, refer to Allowing FTP Uploads (on page 12).

Downloading Files

1 Select a target file and click Attachment; the DOWNLOAD FILE dialog box appears.
2 Complete the instructions in the D
3 Click Close.

PLOAD FILE dialog box.

YSTEM SETUP -> BASIC -> GENERAL -> FILE UPLOAD.

OWNLOAD 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.

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

I

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

E

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:

o Select File Format – select the file type and encoding values in the dropdown lists.
o Upload, Using a Custom Scheme – select a customer scheme option in the dropdown list.

3 Click Start Uploading; the I

To prevent the first row of data appearing in the printed job, select the First Row Contains Field Names
checkbox.

To map fields:

Choose one of the following options in the SCHEME dropdown list:

• New Scheme – define a new field mapping scheme.

• Last Used – map according to the scheme that was last used.

To define a new mapping scheme:

1 Select New Scheme from the dropdown list.
2 Map the names with valid field names in the dropdown lists.
3 Click Next; the I

NOTE:

•

• The Link to Import Report File link accesses an Excel file worksheet containing the imported

MPORT FINISHED dialog box appears.

Problematic names, for example Login Name, where a login name already exists, appear with

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

the icon, and the MESSAGE column contains an explanation.

names. You can edit the Excel file.

MPORT DATABASE dialog box appears.

6 FreeFlow Web Services

Using Web Services Features

4 Click Close.

To create a new database mapping scheme:

1 Click the Scheme link; the SCHEME MANAGEMENT dialog box appears.
2 Select New Scheme and click Save As; the S
3 Type a new scheme name and click OK; the new scheme name appears in the list.
4 Click Close.

AVE AS dialog box appears.

To export an internal system list:

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

1 Click Export; the EXPORT dialog box appears.
2 Select the file type and encoding in the dropdown lists, and click Export; the D

OWNLOAD FILE dialog

box appears.

3 Complete the instructions in the dialog box, and save the file in a folder.

Multiple Language Support

Multiple language support is a new feature that has been added to Web Services to allow Print Service
Providers to support Print Buyers logging in to Web Services in their own language. This allows Print
Service Providers to provide better service to their Print Buyers and correspond with their customers in
their preferred language.

Multiple language support is currently supported as follows:

• Localized Customized Fields (on page 7)

• Localized Ordering Sequence (on page 8)

• Localized Credit Card Display Name (on page 8)

• Outgoing Emails Localized per User (on page 8)

Localized Customized Fields

Any changes to the default values of Customized Fields can also be localized.

Workflow:

1 Print Service Provider Enables Customized Fields (SYSTEM SETUP -> ADVANCED -> CUSTOMIZED

FIELDS) and then makes changes to the various Field Captions and/or Field Types.

NOTE:

Only make changes to System Customized Fields when logged in with the Default System language.

2 The Print Service Provider Exports the Translation Files (SYSTEM SETUP -> BASIC -> REGION AND

LANGUAGES). A zip file is created containing an Excel file for each enabled language. The Excel files

contain the name, default value and current translation of each Customized Field. One file per
language is created no matter how many Regions are enabled that use that language.

3 The files are translated as needed by the Print Service Provider into the target language(s) and saved

(only the last column in each excel file is editable).

4 The Print Service Provider creates a zip file archive with all the updated translated Excel files.
5 The Print Service Provider Imports the Translation Files (S

YSTEM SETUP -> BASIC -> REGION AND

LANGUAGES). The files are checked for errors (such as empty translated fields) and then imported into

Web Services. If an error is detected in any of the Excel files then none of the files are imported.

Customized Fields can also be localized per ACCOUNT. The workflow is identical to the above, except:

NOTE:

• The Account level Customized Fields are located at ACCOUNTS -> ACCOUNT SETUP ->

CUSTOMIZED FIELDS.

• The Export and Import links are located at ACCOUNTS -> ACCOUNT SETUP -> PREFERENCES.

Print Service Provider User Guide 7

Web Services User Overview

Localized Ordering Sequence

Any changes to the default values of the Ordering Sequence names and the text messages in the Print
Buyer Ordering Sequence wizard can also be localized. The Ordering Sequence wizard consists of up to
6 steps:

• Upload File

• Job Specification

• File Report

• Preview

• Summary

• Job Details

The Ordering Sequence names are defined at the system level for Job Types (P

RINT SETTINGS -> JOB

BUSINESS FLOW -> JOB TYPE LIBRARY) and at the account level for Templates (ACCOUNTS -> STORE SETUP

-> TEMPLATES).

Workflow:

The workflow is identical to the workflow for Localized Customized Fields (on page 7) and uses the same
exported Excel file, except that 8 fields are added to the exported Excel file per Job Type / Template as
follows:

• The 6 Order Sequence field names.

• File Report Message (default text: I want the Print Provider to resolve these problems).

• Preview Message (default text: I have reviewed the proof and accept it).

•

All 8 fields are added PER Job Type / Template. For example, if there are currently 10 Job Types
defined in the system, the exported Excel file will contain an additional 80 fields - 8 fields for each

NOTE:

Job Type.

• The Job Type / Template name is added to the field names in the exported Excel file for

reference. For example, Brochure - Upload File, Brochure - File Report, etc.

Localized Credit Card Display Name

Any changes to the default values of the Credit Card vendor names can now also be localized. The text
entered in the Caption field is displayed to the Print Buyer as the payment option at checkout.

To configure Credit Card vendors with a Caption, navigate to S

CARD.

NOTE:

This feature requires the Web Services Credit Card license.

YSTEM SETUP -> INTEGRATIONS -> CREDIT

Workflow:

The workflow is identical to the workflow for Localized Customized Fields (on page 7) and uses the same
exported Excel file, with the addition of:

• The Caption field for each payment option.

• The PO (Purchase Order) field (localization of this field is only implemented on the Print Buyer side).

Outgoing Emails Localized per User

Outgoing Emails can now be localized on a per user basis instead of always being sent in the system
default language.

• Users created in the system (A

contact information called Preferred Language. Any Emails sent to this user will use this language
setting.

• If Guest Workflow is enabled (A

logging in to Web Services will receive Emails in the same language as they placed their order in.

8 FreeFlow Web Services

CCOUNTS -> ACCOUNT SETUP -> USERS) have an extra field in their

CCOUNTS -> ACCOUNT SETUP -> PREFERENCES) the anonymous users

Using Web Services Features

The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location.

• Email events can be individually enabled and the CONTACTS: properties can be edited for each event.

Emails are sent according to the User's Preferred Language setting, and the O
now has a Preferred Language field also. The C

ONTACTS: properties apply to the Email events in the

THER EMAIL property

following locations:

CCOUNTS -> ACCOUNT SETUP -> EMAIL

o A
o S

YSTEM SETUP -> ADVANCED -> EMAIL

• The Administrator's Email field (A
Language field also.

NOTE:

Only system enabled languages (SYSTEM SETUP -> BASIC -> REGION AND LANGUAGES) appear as
options when selecting a Preferred Language.

CCOUNTS -> ACCOUNT SETUP -> COST CENTERS) has a Preferred

Generating and Editing Job Tickets

The Job Ticket is a document containing information detailing job production, finishing, delivery, and
pricing. The Job Ticket can be printed out and completed by the various people in the print production
process.

OB TICKET can be generated, viewed, and edited from either the PRODUCTION or PRINTING windows, or

A J
from any active Job Tracking status window.

• The Job Ticket is created as either an MS Word document or a concise HTML document. This

setting is configured on the system level (SYSTEM SETUP -> INTEGRATIONS -> EXTENSION MODULES)

NOTE:

• For Job Tickets in MS Word format: ensure that no job information data links are deleted from

within the MS Word document.

• Job Ticket notes that are internal, or those that are either from, or for the Print Buyer, are entered

manually.

To create a Job Ticket:

1 Select a job, and click either the Create Job Ticket icon or the Job Ticket button (depending on

the location within the GUI); the

2 For MS Word documents (only), select one or more of the following data options to include in the Job

Ticket:

o Production
o Finishing
o Delivery
o Pricing Information

3 Click OK and:

o (For HTML Job Tickets) the HTML page opens in a new browser window.
o (For MS Word Job Tickets) the D

downloading the Job Ticket to a suitable location.

JOB TICKET CREATION dialog box appears.

OWNLOAD FILE window appears. Complete the instructions for

Print Service Provider User Guide 9

Web Services User Overview

10 FreeFlow Web Services

In This Chapter

Integrations ......................................................................................... 25

3

System Setup

This chapter describes how you configure the application system settings when initiating FreeFlow Web
Services for the first time, and periodically, as the need arises. Some system settings are configured as
system defaults on a global level, such as the system language, and company contact data, whereas
other settings can be adjusted at the account level after the system has been configured, such as Print
Buyer account email settings.

Basic

Basic .................................................................................................... 11

Users ................................................................................................... 17

Advanced ............................................................................................ 19

Contact Details

You can define your Web Services site Contact Us information, such as telephone numbers and email
addresses. The information you define provides a choice of options your Print Buyers can use to
correspond directly with your organization.

To define contact information:

1 Select SYSTEM SETUP -> BASIC -> CONTACT DETAILS; the CONT ACT INFORMATION window appears.
2 Insert the information details in the fields.
3 Click Save.

General

You configure General properties when you initiate the application for the first time, or when you perform
periodic application system maintenance. These settings are the default system parameters suited to your
organization’s daily operational business needs.

To define the system properties in the S
GENERAL; the SYSTEM PROPERTIES window appears, and includes the following parameter settings:

• S

ERVER ADDRESS (on page 12) – the DNS name (URL) of your server.

• C

ONNECTIONS (on page 12) – whether to use a Secure Connection (SSL).

• F

ILE UPLOAD (on page 12) – allowing FTP for multiple file uploads.

• R

EMOTE SUPPORT (on page 12) – whether the Web Services Support Department has access to your

server system options to assist with system complications and service difficulties.

ALENDAR OPTIONS (on page 13) – your company’s working days and hours.

• C

• PDF

• M

PREVIEW (on page 13) – whether to include footers or watermarks in your Print Buyer’s PDF

preview.

AXIMUM PASSWORD AGE (on page 13) – whether passwords ever expire and after how long.

YSTEM PROPERTIES window, select SYSTEM SETUP -> BASIC ->

Print Service Provider User Guide 11

System Setup

Server Address

1 Enter the DNS name of the Web Services server in the Server Address field of the SYSTEM

PROPERTIES window.

2 Click Save.

Connections

You can enable Secure Sockets Layer (SSL) server security features on your Web Services server, which
enables server security features that verify incoming Print Buyer identity and content integrity, and
provides network transmission encryption to accommodate Print Buyers with content-sensitive print jobs
on your ‘certified as secure’ site (SSL certification is required to enable SSL.).

To set up SSL:

1 Acquire and install a valid server certificate to establish SSL communications on your system.

NOTE:

2 Ensure the Use Secure Connection check box is selected (CONNECTIONS sub-panel, in the SYSTEM

PROPERTIES window) to enable the server on which you want to use SSL to be assigned to port 443

(the default port for secure communications).

3 Ensure that port 443 is open for both inbound and outbound connections in case a Firewall is

configured on a local network.

4 Click Save.

Only one server certificate can be attached to a web site.

File Upload

You can determine whether or not to allow users to upload multiple files with File Transfer Protocol (FTP)
and define the FTP port. You can also determine whether or not those Print Buyers require authentication
if FTP upload is allowed.

To allow FTP uploads:

1 On the FILE UPLOAD sub-panel, in the SYSTEM PROPERTIES window, select the Allow FTP Upload

option.

2 Type a valid FTP port value in the FTP
3 (Optional) Select the Requires Authentication check box and type the user name and password

needed in the respective fields (this must be a valid user name and password of an existing user on
the Web Services server itself).

4 Click Save.

PORT VALUE field (the default port is 21).

Remote Support

You can authorize and enable FreeFlow Web Services Support to access your server system options
remotely for assistance with any system complications and service difficulties.

To enable remote Web Services support:

1 On the REMOTE SUPPORT sub-panel, in the SYSTEM PROPERTIES window, select the Allow Remote

Support option.

2 Enter the Remote IP and Password of the Web Services server in fields.
3 Click Save.

12 FreeFlow Web Services

Basic

Calendar Options

You can specify your company’s operational hours and days for providing print production and services.

To define calendar and work hours:

1 On the CALENDAR OPTIONS sub-panel in the SYSTEM PROPERTIES window, use the dropdown lists to

define your company’s Work Start Time and Work End Time.

2 Select the appropriate Weekend Days when your print services are unavailable.
3 Click Save.

PDF Preview

PDF Previews provide both you and your Print Buyers the ability to view the job before it is actually
produced, which is useful for verifying the accuracy of the job. Footers and watermarks appear in the PDF
preview, which are especially provided to prevent Print Buyers from using the preview as a means of
printing the job on printers other than those in your system or organization.

1 On the PDF

options:

o None - if you do not want to add a footer to the PDF preview.
o SampleFooter.pdf – a sample footer option.

Click the Footer File link to add additional footer file options to the dropdown menu.

2 Select the Enable Watermark check box to add a watermark to the PDF:

a Type a value in the Watermark Text field.
b Define the Font settings for the text.

NOTE:

PREVIEW sub-panel, click the Footer File dropdown box and choose one of the following

When you clear the Watermark check box, the system-defined watermark cannot be used at the
Account level.

3 Click Save.

Maximum Password Age

Select the MAXIMUM PASSWORD AGE for all passwords used in the system:

• Passwords Never Expire

OR

• Passwords Expire after a specified number of days (default 30).

Time Zone

1 Select SYSTEM SETUP -> BASIC -> TIME ZONE.
2 Select the local time zone of your business from the dropdown list.
3 (Optional) Enable Daylight Saving if applicable.
4 Click Save.

Region and Languages

Define your Web Services default language and the languages available to Print Buyers when they
access the Web Services home page. The Print Service Provider also defines the default language and
region for Web Services and sets the other languages and regions that are also available to Print Buyers
to choose from.

Print Service Provider User Guide 13

System Setup

To define languages:

1 Select SYSTEM SETUP -> BASIC -> REGION AND LANGUAGES.
2 In the D
3 On the L

EFAULT LANGUAGES dropdown list, select the default language and region for Web Services.

ANGUAGES AVAILABLE ON CUSTOMER INTERFACE panel, enable the languages and regions you

want to support. Only enabled languages and regions are available for the user to select before log in.

4 Click Save.

Each region can be individually enabled and has the following predefined regional settings:

• Language

NOTE:

• Measurement Units

• Date Format

• Time Format

• Price Format

Editable Settings

The following settings can only be edited for the default region and are then automatically assigned to the
other regions as read-only:

• System Currency

• Price Decimal Places

• Products Price Rounding rules

Terms and Conditions

You can define the Terms and Conditions for your Print Buyers to accept before they place their job
orders.

NOTE:

Use HTML conventions when applying character and paragraph formatting to Terms and Conditions
text. Text is saved in HTML format.

To define Terms and Conditions:

1 Select SYSTEM SETUP -> BASIC -> TERMS AND CONDITIONS.
2 In the L
3 Type the valid text within the T
4 Click Save.
5 Repeat steps 2 through 4 to define the terms and conditions in other languages.

ANGUAGE list, select a language.

EXT pane.

Home Page Customization

You can customize home page elements, including the GUI link settings, home page text, and images.
The home page serves as the login page.

To customize home page elements, select S

OME PAGE CUSTOMIZATION window appears, and includes the following customizable settings:

H

• The Customize Link (on page 15)

• The Logout Link (on page 15)

• The FAQ Link (on page 15)

• The Help Link (on page 16)

• The Contact Us Link (on page 16)

• Home Page Text (on page 16)

• Home Page Images (on page 17)

YSTEM SETUP -> BASIC -> HOME PAGE CUSTOMIZATION; the

14 FreeFlow Web Services

Basic

The Customize Link

You can create a button link to a customized window containing text and images designed for your Print
Buyers’ use. Alternatively, you can define the button to direct Print Buyers to an external 'Customize' Page
option to enable your Print Buyers access to an external web page.

To define the Customize link:

1 Select SYSTEM SETUP -> BASIC -> HOME PAGE CUSTOMIZATION -> CUSTOMIZE; the CUSTOMIZE LINK

dialog box appears.

2 In the C

3 In the H

NOTE:

o Do not use Customize Page – to not display the C
o Use System 'Customize' Page – to display the C

o Use External 'Customize' Page – to link your Print Buyers to an external web page.

USTOMIZE LINK dialog box, select one of the following option buttons:

USTOMIZE PAGE link on the home page.

USTOMIZE PAGE link and connect it to a

customized page.

i From the L
ii In the T
iii In the T

i From the L
ii In the T

ANGUAGE list, select a language.
ITLE field, type a name for the customized window and button.
EXT field, type a message (such as Terms and Conditions) and click OK.

ANGUAGE list, select a language.
ITLE field, type a name for the customized window and button.

iii In the URL field, enter the external web page’s URL address and click OK.

OME PAGE CUSTOMIZATION window, click Save.

Select Always on top to make sure the CUSTOMIZED PAGE window, when open, remains open over
the H

OME PAGE window.

The Logout Link

You can define whether your Print Buyers, after logging out, are automatically redirected back to your

OGIN window, or to a different web site.

L

NOTE:

By default, Print Buyers are automatically redirected back to your LOGIN window.

To define the Logout link:

1 Select SYSTEM SETUP -> BASIC -> HOME PAGE CUSTOMIZATION -> LOGOUT; the EXTERNAL HOME PAGE

LINKS dialog box appears.

2 Select the Use External URL check box to direct your Print Buyers to an external website.
3 Define the Login and Logout URLs
4 Click OK.

The FAQ Link

The FAQ button accesses the Web Services FAQ (Frequently Asked Questions) page, which contains a
collection of commonly asked questions about Web Services, and the respective answers. You can
provide your Print Buyers access to the Web Services FAQ page(s) or any other page(s), and present the
page(s) either within your Web Services home page (as a panel) or as an independent, floating window.

NOTE:

To access the FAQ link:

1 Select SYSTEM SETUP -> BASIC -> HOME PAGE CUSTOMIZATION -> FAQ; the FAQ PAGE dialog box

appears.

2 In the FAQ

o Do not use FAQ page if you do not want the FAQ Page link to be displayed on the home page.

Only page files located externally to the Web Services server can be displayed within an
independent floating window.

PAGE dialog box, select one of the following option buttons:

Print Service Provider User Guide 15

System Setup

n, remains open over the

o Use System FAQ Page for your Print Buyers to access the Web Services FAQ pages.
o Use External FAQ Page to link your Print Buyers to an external web page; insert the target URL

in the field.

3 Click OK.

NOTE:

Click Always on top to make sure the FAQ PAGE window, when open, remains open over the HOME
PAGE window.

The Help Link

You can customize your Web Services online Help.You can provide your Print Buyers with access to the
Web Services online Help files that are located within the application, or to an external Help system on the
Internet. Additionally, you can configure the Help to appear either within your Web Services home page
(as a panel) or as an independent, floating window. Alternatively, you can ‘hide’ the Help button
altogether, effectively disabling Help access.

NOTE:

To customize Help:

1 Select SYSTEM SETUP - BASIC -> HOME PAGE CUSTOMIZATION -> HELP; the HELP dialog box appears.
2 In the H

o Do not use Help if you do not want the Help button to be displayed on the home page, or
o Show System Help for your Print Buyers to access the Web Services Help pages, or
o Use External Help to link your Print Buyers to external Help pages; insert the target URL in the

3 Click OK.

NOTE:

Only web pages that are located on the Web Services server can be placed inside the Web Services
window.

ELP dialog box, select one of the following option buttons:

field

Click Always on top to make sure the HELP window, when open, remains open over the Web
Services window.

The Contact Us Link

You can define the target of the CONTACT US link. Generally used to access Web Services’s CONTACT US
site information page, you can define the C

ONTACT US link to target a different URL address on the

internet, such as your own organization’s web site.

To define the Contact Us link:

1 Select SYSTEM SETUP -> BASIC -> HOME PAGE CUSTOMIZATION -> CONT ACT US; the CONTACT US PAGE

dialog box appears.

2 In the C

3 Click OK.

NOTE:

o Do not use Contact Us Page – do not display the Contact Us link on the home page.
o Use System Contact Us Page – use the system Contact Us page.
o Use External Contact Us Page – enter the target URL in the field.

ONTACT US PAGE dialog box, select one of the following option buttons:

Click Always on top to make sure the CONTACT US PAGE window, when ope
Web Services window.

Home Page Text

You can define and edit home page text, including the language, main title, subtitle and body text.

16 FreeFlow Web Services

Users

To define Home Page text:

1 Select SYSTEM SETUP -> BASIC -> HOME PAGE CUSTOMIZATION, and in the SELECT LANGUAGE TO EDIT

dropdown list, select the home page text language.

2 In the M

AIN TITLE field, type the text you want to appear as the title for the home page.

3 Type the text that you want to appear as the subtitle and body of the home page, in their respective

fields, and click Save.

NOTE:

You can have more languages added to the SELECT LANGUAGE TO EDIT list. For more information
regarding languages, refer to your local distributor.

Home Page Images

You can define two separate home page image areas; the Print Service Provider logo and the home page
image. Make sure images to be used are located in the system I
about uploading images, refer to Managing Attachments (on page 6).

To define Home Page images:

1 Select SYSTEM SETUP -> BASIC -> HOME PAGE CUSTOMIZATION, and in the CUSTOMIZATION dialog box,

click one of the three image areas; the I

2 Upload the image required and select it.
3 Click Save.

MAGE CUSTOMIZATION folder appears.

MAGES LIBRARY. For further information

Users

Managing Print Service Provider Users

You can define which members of your company are authorized to be operators of your Web Services
system and create a user account for each employee, giving them their respective user privileges.

To define system users, select S
appears, listing the current users.

To define a new User:

1 In the PRINT SERVICE PROVIDER USERS window, click Add.
2 Insert the F
3 In the L
4 In the P
5 In U

SER TYPE dropdown list, select one of the following User Type options:

o System Admin
o Operator
o Manager
o Manager Advanced (Web Services Order Center only)

For more information regarding Print Service Provider user types and their system privileges, refer to

Print Service Provider User Privileges (on page 18).

6 (This step is only for Manager and Manager Advanced user types): Assign the user to an Account

Group. The user will only have privileges to accounts that are members of this Account Group. See

Account Groups (on page 24) for more information.

7 (Optional) Enter an IP Filter to restrict access for this user. The user will only be able to log on from a

computer with this IP address. Use an asterisk where the number can be anything (for example,

entering 123.23.43.* will allow login from any IP address that begins with 123.23.43).

8 Enter the user's Email address.

IRST NAME and LAST NAME field values.
OGIN NAME field, accept the default, or insert a login name.
ASSWORD field, insert a password.

YSTEM SETUP -> USERS; the PRINT SERVICE PROVIDER USERS window

Print Service Provider User Guide 17

System Setup

9 Select a Preferred Language for all automated Email Web Services communication with this user.
10 Enter a Phone number.
11 Click Save.

To delete a User:

1 Select the user and click Delete.
2 Click Yes in the confirmation dialog box.

To search for a User:

1 Type a name in the search field.
2 Click Search.

To reset the list to display all Users: Click Reset.

To reset the list to only displaying saved information: Click Revert.

Print Service Provider User Privileges

The default user types defined in the system are:

User Type Description

System Administrator

Operator Responsible for operating Web Services’s workflow.

Manager

Manager Advanced*

* Only available with the Web Services Order Center license.

Responsible for the administration of the Print Service Provider side of
Web Services and the general system settings.

Has the ability to view Task and Management parameters. Can create

OB TYPES and can modify templates and pricing.

new J

Provides the same privileges as Manager but also allows the user to
create and edit credit notes, and cancel receipts.

User privileges are set by default by the system, according to assigned user type. The following table
shows the default user type privileges.

Privilege Level

Feature

System Administration

Track Jobs

Production

Deliveries

Pricing

Templates

Job Ticket Library

Accounts

Create/edit Credit Notes*

Cancel Receipts*

* Only available with the Web Services Order Center license.

System Admin Operator Manager Manager

Advanced*



   

   

   













 

 

 

 





18 FreeFlow Web Services