PrintShop Mail Web Installation Guide
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Table of contents 1 Introduction ..................................................................................................................................................................................................... 1 1.1 Steps to install ................................................................................................................................................................................................... 2 1.1.1 Upgrading PrintShop Mail Web .........................
1 Introduction The instructions in this document describe how to install, set up, and initialize PrintShop Mail Web. After you have finished installing the software components and configured them properly, you are ready to use your PrintShop Mail Web system. Refer to the PrintShop Mail Web documentation for information about using the various software components.
1.1 Steps to install As a general rule, we recommend to install the PrintShop Mail Web and its accompanying modules on a clean machine using the supplied installer. A clean machine is any computer without preinstalled versions of PHP, MySQL, Apache webserver or Microsoft IIS (or at least turned off). The following steps are required to install the software: 1. Install the software components using the PrintShop Mail Suite installer (setup.exe) 2. Initialize the PrintShop Mail Web website and database 3.
2 Installing the software Following the instructions in this chapter will enable you to successfully install PrintShop Mail Web and its components. After the installation the you will to setup the PSM Web database and web site. This section covers the following subjects: • System requirements (Page 4) • Running the installer (Page 6) • Configuring the database and web site Objectif Lune Inc.
2.1 System requirements PrintShop Mail Web is a server software and is delivered as an executable installer with predefined configuration settings. We strongly recommend to install the software on a clean installed Windows computer. 2.1.
Installing the software - System requirements 2.1.5 Notes • Make sure that port 80 and/or port 443 are available for the Apache web server that comes with PrintShop Mail Web. • USB slot (not required for testing). Your server musts have a USB port to which the hardware key ('dongle') can be attached. • Your network should be an Ethernet (TCP/IP) network, which is by far the most commonly used network today.
2.2 Running the installer 1. Navigate to the PrintShop Mail Suite.exe file you downloaded from the Internet or locate the file on the PrintShop Mail Suite product CD. Once located double click its icon to launch the installation program. The Select Setup Language dialog appears. 2. Select your preferred language and click OK. In case the prerequistes are not met, the following dialog is shown stating the missing items. The stated components/libraries are missing 3.
Installing the software - Running the installer The features dialog 8. Click Next. The Apache Options screen appears. PrintShop Mail Web uses the Apache web server, the software can be configures to support regular (HTTP) and secured (HTTPS) types of connections. HTTP is required for the communication between PrintShop Mail Server and PrintShop Mail Web. HTTPS enabls the secured transmission of web pages. Please refer to the HTTP over SSL (HTTPS) chapter for more information on this subject.
Installing the software - Running the installer 9. Select the protocol(s) you wish to use. Note: If the ports for these protocals are in use a warning appears. This may occur when an existing web server like Apache, Internet Information Server (IIS) or applications like Skype is already running on the same machine. The application or service that uses port 80 or 443 (https) must be closed in order to use PrintShop Mail Web.
Installing the software - Running the installer Setup completed dialog 17. Click Finish to complete the installation of PrintShop Mail Web. Further configuration is still needed and is explained in the following sections. ▪ Select the Check for Updates option to launch the Objectif Lune Update Manager service. It contains a list of updates (if available) for the PSM Suite components that are installed on your system. Click the Install icon to downloaded and install the new versions. Objectif Lune Inc.
2.3 Configuring the database and web site After the installation you will need to launch your web browser and navigate to the PrintShop Mail Web web site. You can reach the web site using localhost in your web browser's address bar. The first time you visit the web site the First Run page will be shown. This web page will initialize the PrintShop Mail Web web site and database and guides you through this process step by step. 1. Open your web browser and enter localhost in the address bar.
Installing the software - Configuring the database and web site Provide the host name of your database server and enter the login and password. If both the web server and database server (typical installation) are running on the same machine, you can use localhost as the host and use root as the user name. During the installation of the MySQL database software a user is created with the name root, with no password. To modify the password you can use an application like MySQL Administrator afterwards.
Installing the software - Configuring the database and web site Specify the name for the initial company and set system defaults The system default settings page requires input for the following system defaults: ▪ Company Name: The name of the initial company. This field is not visible when upgrading a previous version of PSW. ▪ Currency: The selected currency will be presented in Checkout and Order Manager sections of the system. ▪ Taxation System: The standard Taxation system.
Installing the software - Configuring the database and web site 5. We encourage you to register your PrintShop Web product in order to have the benefit of free product information, new release information, and security updates. Register your version of Printshop Web in order to take advantage of free product information Enter your details and click Send registration or Register later to continue. 6. The website and database initialization process is now completed and you are ready to use the system.
3 PrintShop Server service This section describes the configuration of a distinct local user-account for the PrintShop Server service. Note: This description focuses on procedures on Windows XP; on other platforms this procedure may be slightly different. PrintShop Server (PSS) is a Windows Service that runs in the background. Windows Services mostly run under a different Windows User Account than the one any end-user has used to log on to their system called Local System.
3.1 Creating a User Account for the PSS service 1. Click Control Panel in the Start menu in windows. If the Control Panel looks like this, click on Switch to Classic View: The Control Panel window It should look like this now: The Control Panel window Objectif Lune Inc.
PrintShop Server service - Creating a User Account for the PSS service 2. Open Administrative Tools: The Administrative Tools window 3. Open the Computer Management window and expand Local Users and Groups: The Computer Management window 4. Right-click Users and select New User… the New User window appears 5. Enter a User name, a Password and select the check boxes as shown below: Objectif Lune Inc.
PrintShop Server service - Creating a User Account for the PSS service The New User window 6. Click Create and after that click Close. The account is created; now the security privilege need to be set. Objectif Lune Inc.
3.2 Set the security privileges (local account) 1. Select the Groups in the Computer Management pane on the left side of the window. 2. Right-click Administrators in the right pane and select Properties in the menu that appears. The following window will be shown: The Administrators Properties window 3. Click Add… The Select Users, Computers, or Groups window appears. In this window the From this location option is set to a domain, in this example atlas.local.
PrintShop Server service - Set the security privileges (local account) Select the location you want to serch for users. In this example the local computer (PRINTSHOPWEB) must be selected, because we want to set the security settings for the just created local account. 4. Click OK to proceed. The Select Users window 5. Type the name of the local account to set the security settings. 6. Click Check Names to ensure that the account-name was entered correctly: The Select Users window 7. Click OK twice.
PrintShop Server service - Set the security privileges (local account) The Administrator Properties window Objectif Lune Inc.
3.3 Managing printers for PrintShop Server Installed printers differ per user in Windows, so we need to Log Off from Windows via the Start menu and Log On with the account that will be used for PrintShop Server. Note: PrintShop Server needs at least one PostScript printer to operate. 1. Open the Printers and Faxes settings from the Windows Control Panel (use the Windows Start menu) 2. Click the Add Printer icon, Add Printer wizard appears The Printers and Faxes window 3.
3.4 Setting the PrintShop Server Service account Now that we have set-up an account for PrintShop Server, PrintShop Server must be configured to use it. 1. Start PrintShop Server Manager from the Start menu. The PrintShop Server Manager main window 2. Click Services, which will lead to the Service window and locate PrintShop Server in the list: Locate PrintShop Server 3.
PrintShop Server service - Setting the PrintShop Server Service account PrintShop Server service properties 4. Select the Log On tab, and select the This account:-option PrintShop Server service properties log on Objectif Lune Inc.
PrintShop Server service - Setting the PrintShop Server Service account 5. Click Browse…. The following window will appear: Select a user 6. Type the name of the newly created account: The Select Users window 7. Click Check Names to be sure we entered it correctly, clicking OK after will lead to the following window: Objectif Lune Inc.
PrintShop Server service - Setting the PrintShop Server Service account PrintShop Server service properties log on as PrintshopServer_User 8. The Password is an old and invalid value, so the Password field must be set to the password for the new account: The Locate PrintShop Server window 9. Click OK to proceed Log on as service rights granted 10. Clicking OK will return you to the following window: Objectif Lune Inc.
PrintShop Server service - Setting the PrintShop Server Service account Log on as PrintShopServer_User 11. Right-click PrintShop Server and select Restart in the menu that appears. Restart service Note: Wait for the restart to finish: (do not click Close, this dialog will disappear automatically). Objectif Lune Inc.
4 Important update notes Before updating an existing PSW 2.x installation please read the following: • Creating a backup (Page 28) • Orders and Documents (Page 31) • Skin changes (Page 32) Note! Upgrading to PSM Web 7 cannot be undone, the PSM Web 7 database is not backwards compatible with PSW 2.x. Objectif Lune Inc.
4.1 Create backups Backup all files and databases prior to the migration. In case of problems during the update installation this will enable the contents of PrintShop Mail Web to be restored. • • • • Backup Backup Backup Backup configuration files (Page 30) production files (Page 29) skin files (Page 30) your database (Page 28) 4.1.1 Backup your database To create a backup of the database: 1. Download and install the MySQL GUI tools. These tools can be downloaded for free at: http://dev.mysql.
Important update notes - Create backups 4.1.2 Backup production files PrintShop Mail Web stores the production files in a central location located in the web site folder of the PSM Web system. This folder includes: template documents, job created by the visitors, image collections, job option files etc. Most of these items are referred to by the PSM Web database. It is very important to create a backup of the database that goes with the current state of your files folder.
Important update notes - Create backups 4.1.3 Backup skin files Skin files should be backupped when you created customs skins or altered the default skins supplied with PrintShop Mail Web. To create a backup of your skins: 1. Locate the web site folder of your PrintShop Mail Web installation. ▪ For PSWeb 2.x this is: C:\Program Files\PrintShop Wev\Website ▪ For PSM Web 7 this is: C:\Program Files\PrintShop Mail Suite 7\PrintShop Mail Web\Website 2.
4.2 Orders and Documents • In PSM Web 3 the relationship between orders and documents (print jobs) is changed. Orders now can contain multiple documents which is visualized using a tree view. To avoid misunderstanding by customers it is advised to change the status of orders in the Ordered and Approved status folders to Inplant. Price related items remain intact although the presentation is different due to changes in the PrintShop Web user interface.
4.3 Skin changes • As PSM Web 7 includes various user interface enhancements and new interface elements (e.g. modular dialogs) custom sskins should be checked and updated to support these new items. To test your existing skin(s) with PSM Web 7: ▪ Install PSM Web 7 on a stand-alone machine. ▪ Copy your skin(s) to the templates folder of the PSM Web 7 installation. ▪ Test and modify your skin ▪ Once completed create a backup of the modified skin and copy it to your production server.
5 HTTP over SSL (HTTPS) HTTPS (Hypertext Transfer Protocol over Secure Socket Layer, or HTTP over SSL) is a Web protocol used to encrypt and decrypt user page requests as well as the pages that are returned by the Web server. SSL is an open, non proprietary protocol that Netscape has proposed as a standard to the World Wide Consortium (W3C). HTTPS is not to be confused with S-HTTP, a security-enhanced version of HTTP developed and proposed as a standard by EIT.
5.1 PrintShop Mail Web and HTTPS The PrintShop Mail Web installer gives you the option to support both HTTP and HTTPS connections. If you do not install HTTPS during the installation you can enable it afterwards. 5.1.1 SSL certificates When you enable HTTPS you have to obtain a ssl certificate from a certificate authority like Verisign (http://www.verisign.com), this certificate and the private key must be placed in /apache/certificate.
HTTP over SSL (HTTPS) - PrintShop Mail Web and HTTPS You can leave the "challenge password" and "optional company name" empty. This completes to steps to create a private key and the csr, both files are created inside the folder of OpenSSL.exe. You will need the csr when obtaining a SSL certificate. Place the key file generated in step 3 in Apache/certificate/psw.key in your PrintShop Mail Web installation folder. The .
HTTP over SSL (HTTPS) - PrintShop Mail Web and HTTPS This certificate is not accepted yet 4. Click View Certificate to view the certificate. The following dialog appears: View the certificate 5. Click on Install Certificate, progress through the wizard and click Yes. Test Certificate by Web Browser 1. Open an internet browser and add the following URL to test the non-secure version: http://localhost 2.
HTTP over SSL (HTTPS) - PrintShop Mail Web and HTTPS This certificate is not accepted yet Important: If you see the following window while visiting the secure version, the URL you are using is not https://localhost but some other one! The URL you used doesn't mach the URL in the certificate Test Certificate in PrintShop Mail 1. Open PrintShop Mail. In the PrintShop Mail Web publishing preferences, please set the URL property to: https://localhost 2. Click on Test Connection...button.
HTTP over SSL (HTTPS) - PrintShop Mail Web and HTTPS There is no certificate installed yet for this server Objectif Lune Inc.