PrintShop Mail WEB Objectif Lune Software Administration Guide
©2010 Objectif Lune Inc -2-
Table of Content Table of Content Table of Content 3 Overview 11 Icons used in this guide 11 Other Documentation 11 Understanding PrintShop Mail Web 13 What is PrintShop Mail Web? 13 About Companies 13 Public Companies 14 About Users 14 Public Users 14 User Roles 14 About Publication Types 14 About Documents 15 Getting Started 17 Installing the software 19 System requirements 19 Running the installer 20 Configuring the database and web site 24 Upgrading PrintShop Mail We
Table of Content The PrintShop Mail Web Interface 55 Accessing PrintShop Mail Web 55 The PrintShop Mail Web Menu Tabs 56 Common Tasks 56 Remember me 56 Lost password 57 Modify user info 57 Set New Password 58 Change the language of the web site 58 Publishing Workflow 59 Publishing a PrintShop Mail Design Document 59 Publishing a Word Mail Merge Document 59 Publishing a Static PDF Document 59 Ordering Workflow 61 Customer Workflow 61 Processing Workflow 62 Order Statuses 62
Table of Content Modify properties 77 Add or modify address 78 Add departments 78 Assign a publication type to a department 79 Change web design settings 79 Modify Pricing and Ordering parameters 80 Delete company 81 Users 83 Add users 83 Modify user info 83 Assign users to a department 84 Publication Types 85 Create a publication type 85 Create a publication type in the Companies section 86 Modify the publication type properties 86 Delete a publication type 86 Adding docume
Table of Content Settings 125 Currencies 126 Add a new currency 126 Delete a currency 127 Tax Rates 127 Add a new tax rate 128 Delete a tax rate 128 Edit a tax rate 129 Shipping Rates 130 Shipping Rate Profiles 130 Add a Rate to a Shipping Rate Profile 130 Add a new Shipping Rate Profile 131 Delete a Rate 132 Delete a Shipping Rate Profile 132 Edit a Rate 132 Edit a Shipping Rate Profile 132 Import and Export a Rates table 133 Calendar 133 Add a Restricted Order Date 13
Table of Content Using functions in e-mail templates 153 Modules Settings 157 MIS Connectors 159 Enabling a MIS connector 159 Installed modules 160 Properties 161 Enabling a Print Production connector 163 Installed modules 163 Properties 163 Payment Modules 163 PayPal Payment Module 164 Requirements 164 Instant Payment Notifications 165 Configuring the module 165 The PayPal Sandbox 166 Creating a PayPal Sandbox Access account 166 Creating a PayPal Sandbox Seller test account
Table of Content XML (eXtensible Markup Language) 179 Options 180 General information 180 Push method 181 XML options 182 Post options 183 File options 183 Sample POST receive script 185 Manage the Terms and Conditions 186 Interaction With PrintShop Mail Design 187 Receiving Jobs from Print to Web 187 Print Driver Matching 187 Creating Companies And Publication Types 188 Images VS Image Collections 189 Introduction to Regular Expressions 191 Syntax 191 Character selection 1
Table of Content Text editor 215 Browser extensions 215 The template file 217 HMTL Outline 217 Page title 219 CSS includes 219 Header 220 User information 220 Menu 220 Crumbs 220 Messages 220 Content 221 Sub menus 221 Search 222 Summary 222 Preview 222 Footer 222 Styling 223 Key Concepts 223 Tags, IDs and classes 223 CSS Syntax 223 Style organization 224 Global styles 225 Page specific styles 226 Browser exceptions 226 Header 227 Replacing content 227 U
Table of Content Form lines 236 Warnings and Errors 237 Sub menus 238 Multiple sub menus 239 Special variables 241 Variables for template files 241 setRowsPerPage 241 generateString 241 Variables for style files 241 generateSkinContrastColor 242 generateSkinContrastColorHighLight 243 generateSkinFont 243 generateSkinHeaderColor 243 generateSkinHeaderColorHighLight 243 generateSkinLocation 244 generateSkinLogo 244 generateSkinMainColor 244 generateSkinMainColorHighLight 24
Overview Overview This PDF documentation covers version 7.1. To view the documentation of previous versions please refer to the PDF files available in the Downloads section of our website: http://www.objectiflune.com/OL/Download/DownloadCenter. Icons used in this guide Some icons are used throughout this guide in order to catch your attention to certain particular information. Notes: This icon shows you something that complements the information around it.
©2010 Objectif Lune Inc - 12 -
Understanding PrintShop Mail Web Understanding PrintShop Mail Web What is PrintShop Mail Web? 13 About Companies 13 Public Companies 14 About Users 14 Public Users 14 User Roles 14 About Publication Types 14 About Documents 15 This chapter will introduce PrintShop Mail Web as well as establish its terminology in a glossary. What is PrintShop Mail Web? PrintShop Mail Web is a companion extension to the PrintShop Mail Design module.
Understanding PrintShop Mail Web For more information, see the chapter on "Companies" (page 77). Public Companies A public company is a special type of company in which users can create accounts themselves (normally an administrator or manager has to create each user account). Public companies are used by print shops that want to have a storefront where anyone can order specific document types.
Understanding PrintShop Mail Web About Documents A document is a file present within PrintShop Mail that is used to generate outputs. There are multiple types of documents including Static PDFs, PrintShop Mail Design documents and Mail Merge documents. Documents are always part of a publication type (see "About Publication Types" (page 14)) so they are always specific to a company (see "About Companies" (page 13)). Documents are what clients and users are selecting to build an order and its output.
©2010 Objectif Lune Inc - 16 -
Getting Started Getting Started PrintShop Mail Web is a modern and versatile software package which integrates workflow processes and introduces a whole new way of thinking about your customers and their print jobs! ©2010 Objectif Lune Inc - 17 -
©2010 Objectif Lune Inc - 18 -
Installing the software This section will show you how to install PrintShop Mail Web and its components, as well as configure it through the First Run Wizard. The steps to install PrintShop Mail Web are: l l l l l l Make sure your system conforms to the "System requirements" (page 19).
Suggested Requirements For production servers, it's recommended to invest in specific server hardware, such as large RAID hard disks, UPS (uninterrupted power supply) and enough RAM memory. l l l Intel or AMD dual-core processor 4 GB of system memory 300 GB hard drive with as much available space as possible Notes l l l l l l l 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).
The stated components/libraries are missing 3. Click Next to download and install the required components. Once the installation of the components is completed the installer Welcome screen displays. 4. Click Next. The License Agreement page is shown. 5. Read the license agremeent. If the terms of the agreement are acceptable, click on I accept the terms of the license agreement. Note: You must accept the terms of the license agreement to continue. 6. Click Next to continue the installation process.
The features 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.
9. Select the protocol(s) you wish to use. Note: If the ports for these protocols are in use a warning appears. This may occur when an existing web server like Apache, Internet Information Server (IIS) or applications like Skype is already running on the same machine. The application or service that uses port 80 or 443 (https) must be closed in order to use PrintShop Mail Web.
Setup completed dialog 17. Click Finish to complete the installation of PrintShop Mail Web. Further configuration is still needed and is explained in the following sections. l Select the Check for Updates option to launch the Objectif Lune Update Manager service. It contains a list of updates (if available) for the PSM Suite components that are installed on your system. Click the Install icon to downloaded and install the new versions.
Specify your MySQL host, user name and password Provide the host name of your database server and enter the login and password. If both the web server and database server (typical installation) are running on the same machine, you can use localhost as the host and use root as the user name. During the installation of the MySQL database software a user is created with the name root, with no password. To modify the password you can use an application like MySQL Administrator afterwards.
Specify the name for the initial company and set system defaults The system default settings page requires input for the following system defaults: l l l l l l l 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. Tax Rate: The percentage of the standard taxation system.
l l supports kg and lb. Standard Production Time: The number of days to produce documents. Rush Order Production Time: The number of production days for rush orders. Enter a name for the initial company and verify the remaining parameters. Refer to the Administrative Guide for more information about these parameters. Click Next to proceed to the Registration page. 5.
backwards compatible with older versions. Orders and Documents l l In PrintShop Mail Web the relationship between orders and documents (print jobs) is changed. Orders now can contain multiple documents which is visualized using a tree view. To avoid misunderstanding by customers it is advised to change the status of orders in the Ordered and Approved status folders to In-plant. Price related items remain intact although the presentation is different due to changes in the PrintShop Web user interface.
2. Launch the MySQL Administrator application. Existing backup projects are listed in the lower left area of the sidebar. The MySQL Administrator window. 3. If you are not working from a previously saved backup project, click the New Project button to create a new backup project. You cannot begin configuring a backup operation without either loading an existing project or creating a new project. 4.
1. Stop the PrintShop Mail Server service. This can be done via the Windows Services dialog (Administrative tools) or by launching the PrintShop Server - Service Manager application. The latter can be found in the following locations: l l For PSW 2.x this is: C:\Program Files\PrintShop Web\PrintShop Server For PrintShop Mail Web 7 this is: C:\Program Files\PrintShop Mail Suite 7\PrintShop Mail Web\PrintShop Server Note: If you do not stop the PSM Server service files might be in use (busy) due to the tem
1. Locate the web site folder of your PrintShop Mail Web installation. l l For PSWeb 2.x this is: C:\Program Files\PrintShop Wev\Website For PrintShop Mail Web 7 this is: C:\Program Files\PrintShop Mail Suite 7\PrintShop Mail Web\Website 2. Copy the templates folder to an external hard drive or share on your network. The templates folder of a PrintShop Mail Web 7 installation.
©2010 Objectif Lune Inc - 32 -
PrintShop Server service This section describes the configuration of a distinct local user-account for the PrintShop Server service. 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.
Creating a User Account for the PSS service 1. Click Control Panel in the Start menu in windows.
The Control Panel window 2.
The Administrative Tools window 3.
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: The New User window 6. Click Create and after that click Close. The account is created; now the security privilege need to be set. 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.
Locate PrintShop Server 3. Right-click PrintShop Server and select Properties in the menu that appears, which will lead to the following window: PrintShop Server service properties 4.
PrintShop Server service properties log on 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.
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.
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). 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 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.
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. The Administrators Properties window appears showing the new user.
The Administrator Properties window 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.
The new printer is added to the Printers and Faxes window Note: The PrintShop Server service must be restarted after changing printer settings (or when printers have been added) to be able to use these new settings (or printers).
©2010 Objectif Lune Inc - 46 -
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. What is 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.
Locality Name (eg, city) []:Zoetermeer Organization Name (eg, company) [Internet Widgits Pty Ltd]:Objectif Lune BV Organizational Unit Name (eg, section) []:R and D Common Name (eg, YOUR name) []:www.yourdomainname.com Email Address []:info@yourdomainname.com Please enter the following 'extra' attributes to be sent with your certificate request A challenge password []: An optional company name []: Enter your host address at "Common Name", if you enter "yourdomainname.
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. Open an internet browser and add the following URL to test the secure version: https://localhost Important: If you see the following window while visiting the secure version, the certificate isn't properly installed on your system (See Install Certificate). Please do not close the windows and repeat Install Certificate.
2. Click on Test Connection...button. If you the following message, please re-check the URL and re-test by webbrowser if the URL was set correctly. There is no certificate installed yet for this server USB Hardware Key Without a hardware key, also known as a "dongle", PrintShop Mail Web will run in limited mode. In this mode, PrintShop Mail Web will run with the following limitations: l l l It will not accept requests from the web and only be accessible from computers on the same local network.
may be because it is not licensed to work with PrintShop Mail Web. Contact customer service for more information. B2C (Business to Customer) While by default PrintShop Mail Web is a B2B (Business to Business) software that simplifies transactions between print shops and their clients, it can also be easily used as a B2C (Business to Consumer) interface for direct client sales.
Skins The PrintShop Mail Web web site is fully skinnable. A skin is a series of files that control the presentation of the web site. Everything except the actual textual content of the page can - and will - vary from skin to skin. To allow PrintShop Mail Web to be skinnable, style is completely separated from contents. The web page use standard HTML elements, user defined classes and unique IDs.
©2010 Objectif Lune Inc - 54 -
The PrintShop Mail Web Interface The PrintShop Mail Web Interface Accessing PrintShop Mail Web 55 The PrintShop Mail Web Menu Tabs 56 Common Tasks 56 Remember me 56 Lost password 57 Modify user info 57 Set New Password 58 Change the language of the web site 58 The PrintShop Mail Web Interface is composed of a top menu, a tab-menu for each of the sections, as well as breadcrumbs.
The PrintShop Mail Web Interface to always type in the port when accessing your website, even when using a domain name. For example if you put port 8080, any URL will need to contain :8080 at the end, like this: http://www.myprintshopname.com:8080/ . If PrintShop Mail Web is to be accessed publicly through the web, it is not recommended to use a port other than 80, as regular Internet users will not expect to have to type in a port, thus may not be able to understand how to access your website.
The PrintShop Mail Web Interface machine and later retrieve it. Internet Explorer and other browsers store cookies on your computer. If you use Microsoft's Internet Explorer to browse the Web, you can see all of the cookies that are stored on your machine. The most common place for them to reside is in a directory called c:\windows\cookies. You can see which Web site placed the file on your machine by looking at the file name (the information is also stored inside the file).
The PrintShop Mail Web Interface Set New Password Each user can set a new password. To set a new password : 1. 2. 3. 4. Click My Account in the Menu bar. Enter a new password. Confirm the new added password. Click Save to store the changes. Change the language of the web site When using PrintShop Mail Web the user can specify which language is displayed in the menus, dialogs and pages. This allows the customer to work in the language they are most familiar with.
Publishing Workflow Publishing Workflow The Publishing Workflow describes each step necessary in the publication of documents through PrintShop Mail Web. Depending on the document to be used in PrintShop Mail Web, the methods may differ. Publishing a PrintShop Mail Design Document Publishing of a PrintShop Mail Design document is fairly simple and follows these simple steps: 1. Making sure the Company and Publication Type have already been created (optional; this can be done from PrintShop Mail Design).
©2010 Objectif Lune Inc - 60 -
Ordering Workflow Ordering Workflow This chapter explains each individual step that is involved in the ordering, processing and output generating of an order in PrintShop Mail Web. This includes the definition of each user that is involved in this workflow and the steps they each need to take to get the job done. This workflow assumes that PrintShop Mail Web has already been setup with the appropriate companies, departments, publication types, documents and users.
Ordering Workflow 2. Shopping Cart: Once the customer is satisfied with the order, he may use the "Checkout" (page 73) section to review his shopping cart, adjust item quantities and review pricing. See "Shopping Cart" (page 73). 3. Shipping Options: This step allows the customer to select one of the available shipping methods (if applicable), select a preferred shipping date, verify the shipping address information and add comments. See "Shipping Options" (page 75). 4.
Ordering Workflow Awaiting Payment: If a payment is required on the order but the payment does not go through, for example if the customer cancels or closes the payment window. If the customer returns to complete the payment or a Production Manager manually approves the order, it will go into Ordered or Approved status. Awaiting Payment: Orders that are awaiting payment can be re-opened by the customer that made the order, a manager or an administrator.
©2010 Objectif Lune Inc - 64 -
New Document New Document Document Selection Screen 65 Ordering A Database-Upload Document 66 Database Upload Screen 66 Field Mapping 66 Preview Range 67 Ordering a User Input Document 67 User Input Fields 67 Ordering a Static PDF Document 68 Softproof 68 The New Document tab is used as part of the Ordering process, and is the first step in creating and completing an order.
New Document Ordering A Database-Upload Document When you click on a document that requires a document upload in the New Document tab, you will need to go through the following steps for the document to be added to your cart: l l l l l Upload your database through the "Database Upload Screen" (page 66). Verify the field mappings through the "Field Mapping" (page 66). Select your preview range in the "Preview Range" (page 67) window. Verify the result in the "Softproof" (page 68) window.
New Document PrintShop Mail always expects to find headers in the uploaded database. If your uploaded database does not contain field headers, the first record will display as the headers and the output will not contain that record. To map the fields correctly: l l l l Drag and drop the upload field that corresponds to the expected database field to the first position in the field mapping table.
New Document Ordering a Static PDF Document When ordering a static PDF, there is no customization, so the only window you will get is the "Softproof" (page 68) window, which will display the complete PDF file in its preview. You can then add it to your cart and continue shopping. Softproof The Softproof window displays a PDF that corresponds to what the generated output will look like in your order. If you have previously selected a preview range, the PDF will only contain this range.
Order Manager Order Manager Viewing Order Details 70 Order Properties 70 Order Details 70 Job Properties 71 The Order Manager displays any and all orders that can be viewed, processed or modified by the currently logged on user. The Order Manager is divided into 4 sections: l l l l The Order(s) table displays the orders for the currently selected section. When first opening the Order Manager, it will most likely be empty.
Order Manager Viewing Order Details There are different types of details available for orders in PrintShop Mail Web. Those details are divided into three distinct locations that are easily accessible from the Order Manager. The first location is the Order Manager status pages themselves, as described above. This displays the ID, Company, Department, Created, Shipping Date and Price.
Order Manager l l l The General group displays the Order ID and current status. It is not editable. The Options group lets you change the shipping options such as a shipping Tracking and Reference number as well as shipping comments. The Shipping Information lets you change the shipping address and contact information. Job Properties The Job Properties page displays all the details for the selected document in an order.
©2010 Objectif Lune Inc - 72 -
Checkout Checkout The Checkout Process 73 Shopping Cart 73 Automatic price calculation 74 No price calculation 74 Price Quotes 74 Shipping Options 75 Shipping Date and Rush Rate handling 75 Shipping Methods 76 Order summary 76 The Checkout tab will automatically appear when you start your checkout process from the New Document tab. It contains your shopping cart as well as the pages that will let you confirm your order and, if required, pay for it.
Checkout upload have quantity, which is determined by the number of records in the database file. Documents that require a file upload are placed in the shopping cart as a quote order. The quantity entry method could be one of the following: l l Free entry field: The customer can enter a custom quantity within the minimum and maximum quantity range (Pricing Options page). Predefined list: The customer can select a quantity from a predefined list. This list is derived from the volume discount table.
Checkout l l Enable pricing for the document Do not create a volume discount table Shipping Options The Shipping page lets the customer edit the shipping address and specify shipping related items like the shipping method (if applicable) and the preferred shipping date. Shipping methods are managed in the Settings section of the system. The calculation of shipping charges can be enabled and disabled per company.
Checkout l l l Setup working days and restricted order dates in the Settings section. Set the Standard Production Time and Rush Production Time of the templates. To accept rush orders the Rush Production Time should be set to a lower value than the Standard Production Time. Enter a Rush Rate on the Settings page from the Pricing and Ordering section of the document.
Companies Companies Add companies 77 Modify properties 77 Add or modify address 78 Add departments 78 Assign a publication type to a department 79 Change web design settings 79 Modify Pricing and Ordering parameters 80 Delete company 81 Company related tasks are typically performed by Production Managers and Company Managers. This chapter describes common tasks in the Company section of PrintShop Mail Web. Add companies To add a new company in PrintShop Mail Web: 1. 2. 3. 4.
Companies 3. 4. 5. 6. selected company: l Properties l Addresses l Users l Publication Types l Web Design l Departments l Pricing and Ordering. On the Company Summary page the basic company information is displayed in the Properties section. To modify the information in the Properties section click the Edit link or click Properties in the side menu. Click Edit. The companies properties screen appears.
Companies 3. 4. 5. 6. Click Departments in the side menu. The Departments overview page is shown. Click Add. The Add Department dialog appears. Enter the Department name. Click Save to store the changes. You have now added a department, which is added directly to the companies' Departments overview. Note: After creating a new department it is possible to modify the Department Properties and add the Department Address information.
Companies names. The browser will use the first value it recognizes. Separate each value with a comma, and always offer a generic-family name as the last alternative. l Colors: These color pickers are used to select colors for various parts of the web site. l Header Image: Use the Browse button to select an image file on your local machine (jpg or gif). In the Default skin this image is used in the area above the Menu bar. 6. Click Save to store the changes and to upload the company logo (if applicable).
Companies When multiple modules are assigned, the customer is able to select the preferred payment method in the ordering workflow. Modules can be defined for the company and/or departments. These are managed independently; the module list of a department can be different from the list for the company (e.g. when located in a different country or region). 5. Click Save to store the changes. Delete company On the Companies overview page it is possible to delete a company.
©2010 Objectif Lune Inc - 82 -
Users Users Add users 83 Modify user info 83 Assign users to a department 84 This chapter explains Users, how to create them, edit them and assign them to companies and departments. Add users To create a new user account for a company: 1. 2. 3. 4. 5. Click Companies in the Menu bar. The Companiesoverview page is shown. Select a company from the overview by clicking on the company name. Select Users in the side menu. Click Add. The Add User dialog appears.
Users Assign users to a department To assign a user account to a department: 1. 2. 3. 4. 5. 6. Click Companies in the Menu bar. The Companiesoverview page is shown. Select a company from the overview by clicking its name. Click Departments in the side menu and select a department from the overview. Click Users in the side menu. An overview shows the user accounts in that department. Click Assign. The Assign Users dialog appears.
Publication Types Publication Types Create a publication type 85 Create a publication type in the Companies section 86 Modify the publication type properties 86 Delete a publication type 86 Adding documents to a Publication Type 87 Word Mail Merge Document 87 Delete documents from a publication type 88 Edit document properties 89 Manage production settings 89 Output options 90 Output options for a PrintShop Mail document 90 Output options for a static document (PDF) 91 Manage linked
Publication Types Publication Type: Enter the name for the new publication type. Status: The selected status defines if end users can view this folder in the New Document section and start creating new documents based on the contained templates. Typically administrators and designers can view these publications types in the New Document section allowing them to test the preview and job generation.
Publication Types 3. Click Delete. First after click OK in the warning dialog the publication type(s) is removed from the overview. Note: A publication type can only be deleted when there are no orders using one of the containing documents. Adding documents to a Publication Type In order for customers to be able to places orders, your publication type must contain one or more documents.
Publication Types l l Microsoft Word 2007 or higher. Microsoft Word to PDF Add-In for Microsoft Office (Word 2007 only). Both the .doc and .docx extensions are supported for Microsoft Word documents you upload. Mail Merge documents can contain user input or database fields. When you create your document in Microsoft Word, each field you create in Word becomes a new field in PrintShop Mail Web. Only MergeField types are supported in PrintShop Mail Web's Mail Merge engine.
Publication Types Edit document properties To modify the properties of a document: 1. 2. 3. 4. 5. 6. 7. Click Publication Types in the Menu bar. The Publication Types overview page is shown. Select a publication type by clicking its name Click Documents in the side menu. Select a document from the overview, the Documents Summary page is shown. Click Properties in the side menu. Click Edit. The Document Properties screen appears.
Publication Types If the value is set to same value as the Standard Production Time, customers cannot request a rush order. Include Today In Production Time: When checked, this option determines if the current date is counted as a production day for orders placed before the time specified in the orders placed before pull-down-menu. l Orders Placed Before: The Orders placed before option defines the time slot for the Include today for production option.
Publication Types Print Permissions: The Print permissions option controls the print permission for the PDF softproof. There are three options: None, Low resolution and High resolution. Selecting None will prevent printing the softproof; the print icon in the softproof window is disabled. Selecting the Low resolution option allows customers to print the softproof with a resolution of 150 dpi. 8. Click Save to store the changes and upload the image file (if applicable).
Publication Types 5. Click Linked Files in the side menu. The following screen appears: The Linked Files overview showing all files related to the document 6. Click Add the Add dialog appears: The Add dialog to upload new files 7. Click Browse and select a file on your local hard drive. 8. Click Save to upload the new file. The new file is added to the Linked Files Overview. Important: When a new linked file is added with the same name a warning is shown.
Publication Types In the User Input fields overview information about input fields is shown 5. Select an input field from the overview. The following screen appears: The options in the Item page define the appearance of the input field 6. The Item Properties page consists of following sections: l General: The Name of the entry field can be modified and it is possible to add an informative text which appears below the data entry field.
Publication Types appearance of the field. They depend on the selected field type. PrintShop Mail Web supports the following field types (described separately): l Plain text l Pull-down l Phone l Image upload l Collection l Checkbox l Rich text editor l Regular expression. l Default Value: The options in this section define the initial value of the field. The value can be overwritten by the end user. 7. Click Save to store your changes.
Publication Types l l l Field Width: The width of the data entry field can be modified. The minimum width of the data entry field is 1 pixel, the maximum width is 2048 pixels. By default the value is set to 300 pixels. Field Height: The height of the data entry field can be modified. The minimum height of the input field is 1 line and the maximum height is 255 lines. By default the value is set to 1 line. Max. Input Characters: Defines the maximum number of characters that the user may enter.
Publication Types A layout condition to skip or print a layout, in PrintShop Mail Design Collection field Image Collections allows the end user to select an image by browsing a collection of predefined images. The PrintShop Mail document should contain a variable image box, with an expression that refers to a (user input) data field. The Scale property of this box defines how the image is resized relative to the box. Make sure that the Source of the data field is set to User Input.
Publication Types An image collection Web Form Parameters When the Field Type is set to Collection the following options are shown: l l l Required: Defines the collection field as a required field, requiring customers to select an image then. Separator line: A separator line between two data entry fields. With this option it is possible to arrange web forms that have more complex variable data more logically. Collection: Select one of the available collections.
Publication Types The image box in PrintShop Mail Design, the expression of this box is referring to a data field Phone field This field type is used to restrict the user supplied data to a pattern for a phone number. Web Form Parameters This field type has the following parameters: l l l Required: Defines the phone option as a required field. Separator Line: Controls whether a separator line will be shown before this field.
Publication Types l l l l l l l Required: Marks the field as a required, the user needs to enter data in order to proceed. Separator Line: Controls whether a separator line will be shown before this field. With this option web forms that have more complex variable data can be arranged more logically. Field Width: The width of the field in the web form. The minimum width of the data entry field is 1 pixel, the maximum width is 2048 pixels. By default the value is set to 300 pixels.
Publication Types A rich text field Web Form Parameters l l l l l Required: Defines the Rich Text Editor field as a required field. Separator Line: Controls whether a separator line will be shown before this field. With this option web forms that have more complex variable data can be arranged more logically. Max. Input Characters: Defines the maximum number of characters that the user may enter. The number of characters is unlimited. By default the value is set to 256 characters.
Publication Types l Custom Value: Enter the initial value for the field. Data conversion The entered data is converted into a RTF file, which is achieved using a XSLT style sheet. If a document requires specific RTF output an experienced user could change this XSLT style sheet. The xhtml2rtf.xsl is located in the include folder of the PrintShop Mail Web web site. To create a document specific conversion one should copy this file to the folder of the PrintShop Mail document.
Publication Types 1. 2. 3. 4. 5. 6. Click Publication Types in the Menu bar. The Publication Types overview page is shown. Select a publication type from the overview by clicking the publication type name. Click Documents in the side menu. Select a document containing user input fields from the overview. Click User Input Fields in the side menu. This will show an overview of the available input fields. Click Arrange. The following page appears: Drag and drop an item to change its position 7.
Publication Types The File upload settings page 7. The items found in this section controls the following options: l Operator Instructions: Enter a note or reminder for the operator. This information is visible on the Job Properties page in the Order Manager. l Visitor Instructions: Enter instructions for the file upload procedure if necessary. This information becomes visible on the File Upload page from the ordering process.
Publication Types 6. Click Edit. 7. Change the pricing settings: l Source: Select how the pricing will be determined. l Custom: Set the price manually in this window. l Price Group: Use a price group to set the price automatically. See "Price Groups" (page 137) for more details. l Price Group: Select the price group to use from the drop-down (disable when the source is Custom). l General: The items in this section let you enter a pricing comment and inherit pricing information from the publication type.
Publication Types The Volume Discount Table defines the volume range and the price per record what applies. Please note that for database upload jobs the number of pages printed may differ from record to record due to conditional layouts. The pricing should be adjusted accordingly. To create a volume discount table for a document: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Click on Publication Type in the Menu bar Click on the publication type in which the document you want to edit is located.
©2010 Objectif Lune Inc - 106 -
Collections Collections Create an image collection 107 Add images to a collection 108 Delete image from a collaction 108 This chapter describes tasks related to image collections. Typically these tasks are performed by the designer, operator or the production manager. Create an image collection Image Collections allows the end user to select an image for a user input field by browsing a collection of predefined images.
Collections Add images to a collection To add an image to a collection: 1. Click Collections in the Menu bar. 2. Select a collection from the Collectionsoverview. The Collections Properties page is shown. This page displays the properties of the collection and a list of the images belonging to this collection. The Collection Properties page 3. Click the Add button, the Add asset dialog appears. The Add asset dialog 4.
Collections 1. Click Collections in the Menu bar. 2. Select a collection from the Collectionsoverview by clicking the collection name. The Collections Properties page is shown. This page displays the properties of the collection and a list of the images belonging to this collection. 3. Select a checkbox next to one of the images in the Assets overview. 4. Click Delete to remove the image. First after click OK in the warning dialog the image is removed. To remove all images from a collection at once: 1.
©2010 Objectif Lune Inc - 110 -
Settings Settings The Settings tab in PrintShop Mail Web is used by administrators to change site-wide settings as well as configurations that can affect specific companies and documents. To see and access the Settings tab, the current user's role must be Administrator. No other user role can access the settings. When you click on Settings, the General Settings - "About" (page 113) page is displayed.
©2010 Objectif Lune Inc - 112 -
About The About window is the window that opens when the Settings tab in the Menu bar is selected. The Summary window shows the following information: l l l l General: The General section shows information regarding the version of the software. System Information: The SystemInformation section shows information about the technical components of the system. PHP Info: The PHP-info button shows all PHP-settings which are important in case technical support is required.
administrator (not deleted). The administrator may add and delete custom roles, but the default roles may not be deleted. Roles Overview This window displays the existing roles in the system with the following information: l l l l ID: The unique identifier of the role. Two roles will never have the same ID. Name: The display name of the role. Will be shown whenever the role is being refered to. Comments: A comment regarding the role.
l l View disabled...: These 4 checkboxes allows users to see disabled companies, departments, publication types and documents. These options are useful for testing documents before making them available for ordering. View company wide publication types: The View company wide publication types option allows users to view all publication types of a company which contains departments. Normaly both, the user and publication type, need to be assigned to a department.
l l l l l Edit: The Edit option allows users to modify the properties of a company. Users Section: Defines whether users in this role see the Users item in the side menu of the companies section. A user can only control those users who have one of the roles that the user may assign to another user. l Access: The Access checkbox controls whether users see the Users item in the side menu of the companies section. When the Access checkbox is unchecked all other options are not available.
Access: The Access checkbox determines whether users see the Publication Types item in the side menu of the department section. When the Access checkbox is unchecked all other options are not available. l Assign: The Assign option allows users to assign publication types to a department. l Enable/Disable: When the Enable/disable option is selected users can enable/disable documents. Disabled documents are not visible for users except when the View disabled documents option is selected in their role.
l l l l l l l l l l l l l l Add and Delete: The Add and Delete checkbox allows users to add and delete publication types. Enable/Disable: When the Enable/disable checkbox is selected users can enable publication type folders. Disabled publication type folders are not visible for users (except when the View disabled publication types option is selected in the New document section). It is useful to disable a publication type folder while documents and pricing information are being added.
Edit job content Request a quote l Adjust the job status (on hold and shipping) l Request an overview of print jobs l Re-order print jobs l Search for specific print jobs Customer Plus: Has the same privileges as the Customer and can also: l Approve their own print jobs Power User: Users with this role have the same privileges as the Customer Plus role with the following addition: l Approve print jobs for users in the same department (or company if there are no departments) Department Manager: Department Ma
l following tasks: l Adjust the job status (approved, in-plant, shipping, completed and on hold) l Request an overview of print jobs l Search for specific print jobs l Add companies l Add, assign and delete customer level users in a company or department l Add, assign and delete operators and designers to a company and a department l Define publication types within a company l Add departments to a company l Modify users, department and companies settings l Set a price for quote request l Add pricing inform
1. 2. 3. 4. Select one or multiple languages by selecting the checkboxes in the first column. Click Delete, which opens the delete confirmation dialog. In the dialog, Click OK to delete the selected items. To edit a language: l See Edit a language The administrator can set the system language. The system language is the default language for each company and all users. Each user can select the language they want to use. When a user selects a different language it is stored in the database.
1. Click Settings in the Menu bar and click the Language item from the side menu. 2. Select a language from the overview by clicking on the name of the language. 3. The language window contains the following sections: l General: Enter the language name and Iso code. Select if the language is the default language or not. l Status: Select whether the language can be seen and used by users (enabled) or invisible to users (disabled).
1. Click Edit. The Edit window appears. 2. Edit the web design settings for your own organization: l Default Public Company: Select the public company that will be shown to unregistered users when they visit the PrintShop Mail website. When a public company is selected as default, the web design options (General, Colors, Header) become those of the selected company. l CAPTCHA check: Check if you want to protect yourself against automated scripts ("bots") registering on your site.
The Word Maintenance displays the following information for each process: l l l Process ID: The ID of the process (as seen in the Windows Task Manager) Started: The date and time at which the process started. Running Time: The time (in minutes) for which the task has been running. To kill a running Mail Merge process: 1. Put a checkmark next to the process you want to kill 2. Click the Kill button.
Settings In the Settings window from the Pricing and Ordering section you can define several general system settings. The Pricing and Ordering Settings pages contains the following sections: l l l l General Payment connector MIS connector Costs To change the general Pricing and Ordering Settings: 1. Click Settings in the Menu bar. 2. Click Settings in the Pricing and Ordering section from the side menu. 3. Click the Edit button. The following screen appears: The general Pricing and Ordering page 4.
The communication method and the type of data used to exchange information depends on the selected MIS connector and is often determined by the developer of the MIS system. l Costs: In the Costs section defaults can be defined for: l Setup Costs: A surcharge for setting up your production environment and workstations. l Rush Rate: A surcharge for urgency printing (if applicable). When no costs are specified at template level (Edit Pricing page) the system default costs are used.
Enter the name and ISO code of the currency 4. Enter the parameters for the new currency: l Default Currency: Select the Default currency checkbox to specify that PrintShop Mail Web should use this currency across the system. l Name: Enter the Name of the currency. l Iso Code: The value entered in the Iso Code field will be shown in the pages of the ordering process and Order Manager section. It is possible to enter a symbol, such as the euro-symbol (€) in this field.
Add a new tax rate To add a new tax rate profile: 1. Click Settings in the Menu bar. 2. Click Tax Rate in the Pricing and Ordering section of the side menu. The Tax Rates overview page is shown. 3. Click Add. The following dialog appears: The Add new tax rate dialog 4. The Add dialog contains the following sections: l General: Enter the Name of the tax rate and specify the Tax Rate Percentage. Check the Default checkbox if the tax rate is the system default tax rate.
The Delete tax rate dialog 5. Click Delete to remove the tax rate profile(s). All companies, departments and/or templates that used the removed tax rate profile(s) are assigned to the replacement tax rate profile. Edit a tax rate To edit a tax rate profile: 1. Click Settings in the Menu bar. 2. Click Tax Rate in the Pricing and Ordering section of the side menu. The Tax Rate overview page is shown. 3. Select a tax rate profile from the overview by clicking the tax rate name.
Shipping Rates Shipping costs are calculated based on the total weight of the items in the Checkout. For this the administrator can define a unit weight per template and needs to setup Shipping Rate Profiles. Shipping charge calculation can be enabled per company and multiple shipping rate profiles can be assigned to that company. In PrintShop Mail Web customers can add one or multiple documents to a shipping basket or checkout. The documents in the checkout will be part of the same order.
1. Click Settings in the Menu bar. 2. Click Shipping Rates in the Pricing and Ordering section of the side menu. The Shipping Rate Profiles overview page is shown. 3. Click the name of the profile, the Shipping Rate Profile Properties page is shown. This page shows the properties of the profile and a list of the rates if applicable. 4. Click the Add button below the Rates overview table to display the Add dialog: The Add new rate dialog 5. Enter a Weight and Rate. 6. Click Save to create the new rate.
Shipping Base Rate: Enter a value in the Shipping base rate field to specify the initial parcel costs. This is an optional value and uses the system default currency. 5. Click Save to store the changes and close the dialog. l Delete a Rate To delete a rate of the rates table of a shipping rate profile: 1. Click Settings in the Menu bar. 2. Click Shipping Rates in the Pricing and Ordering section of the side menu. The Shipping Rate Profiles overview page is shown. 3. Click the name of the profile.
Import and Export a Rates table The import and export options allows the rates table to be updated without the need to re-enter the entries via the PrintShop Mail Web interface. The current rate table will be available for download by clicking the Export button below the Rates table. The easiest way to start working with these options is to manually create a tax rate and create an export file. Open the file in Microsoft Excel and add additional rates. Once completed the Excel file can be imported.
The calendar dialog in the ordering process The Restricted Order Date option lets the administrator mark specific dates as a holiday or day off. Customers will not be able to select these days/dates as the preferred shipping date. These dates can be a specific day of the week (e.g. Saturdays and Sundays), a specific date (October 24, 2009) or a repeating date (January 1st or December 25th). The specified restricted order days are clearly marked in the calendar and can not be selected.
1. Click Settings in the Menu bar. 2. Click Calendar in the Pricing and Ordering section of the side menu. The Calendar page is shown. 3. Click Add below the Restricted Order Dates overview. The following dialog appears: Enter a date and description for the new Restricted Order Date. 4. The dialog contains the following fields to complete: l Date: Enter the Date. The date entered should follow the date format set for the system. l Recurring Date: Check the Recurring Date checkbox to repeat the date yearly.
The Edit calendar settings dialog 4. Check the checkboxes of your regular working days. 5. Click Save to store the changes and close the dialog. Delete Restricted Order Dates To Delete a restricted order date: 1. 2. 3. 4. 5. Click Settings in the Menu bar. Click Calendar in the Pricing and Ordering section of the side menu. The Calendar page is shown. Select one or multiple checkboxes in the first column. Click Delete. A warning dialog is shown. Click OK to remove the restricted order dates.
The Upload restricted order date file dialog 4. Click Browse and navigate to the file on your local hard drive. Ignore headers: Select this option to ignore the information stored in the first row of the Excel document. The import procedure will start reading at the second row of the document. Removes Existing Dates: Select the Remove Existing Dates checkbox to delete all existing entries before insert the dates. 5. Click Save to start uploading the file.
Entry Method: The selected option defines the quantity entry method in the shopping cart. Free Entry: If selected customers can enter a custom quantity. The Minimum and Maximum fields specify a minimum and maximum quantity. l Predefined List (volume discount table): Customers can select a quantity from a predefined list (pull-down-menu). The quantities in the list are defined by the volume discount table. l Minimum: The smallest quantity a customer is allowed to order. By default this value is 1.
50, you may have up to 50 reserved vouchers, used vouchers, or a mix of both. To add a new voucher, click the Add button then fill in all the required information: l l l l General Group: l Name: Enter a name for the voucher. This can be, for example, the name of a promotion, a client or an event. l Status: Select whether this voucher is enabled or disabled. This can be easily set from the overview one the voucher is created.
©2010 Objectif Lune Inc - 140 -
Production Settings In the Settings window from the Production section you can define several production specific settings. The Production Settings page contains the following sections: l l Production Time Print Production Connector To change the Production Settings : 1. Click Settings in the Menu bar. 2. Click Settings in the Production section from the side menu. 3. Click the Edit button. The following screen appears: The Production Settings page 4.
production settings for a template in the Publication Types section. For more information see Add publication types. l Print Production Connector: The Print Production Connector Framework is build on top of the module framework and is called when creating PDF and printing an order. The Production Settings page defines the active Print Production Connector. For more information see the Print Production integrationguide.
The User input field default overview 3. Click the Add button below the User Input Field Default overview to show the Item Properties page. The Item Properties page contains the following sections: l General: Enter a name for the user input field default item and it is possible to add an informative text which appears below the data entry field. l Web Form Parameters: The Web form parameters in this section are used to define the appearance of the field. They depend on the selected field type.
The User input field defaults overview with the possibility to arrange the items 4. The order of the items in the overview can be changed by dragging and dropping an item name. 5. Click Save to store the changes. Delete an User Input Field Default item To delete one or multiple user input field default items: 1. 2. 3. 4. Click Settings in the Menu bar. Click User Input Field Default in the side menu. The User Input Field Default overview page appears.
Due to their nature output folders are not connected to a particular company. The PDF files that are sent to those folders are print jobs that are sent to PDF instead of a printer or spooler, when the job is processed by the operator. See "Job Properties" (page 71). The administrator can create additional output folders. These user defined output folders can be assigned to a document.
Allow from 3. Use the following code to provide access to .pdf files: Order Allow, Deny Allow from 4. Use the following code to provide access to .pdf and .zip files: Order Allow, Deny Allow from Job options With Job Options it is possible to change the characteristics of generated PDF files.
Delete job options files To delete a job options file: 1. 2. 3. 4. Click Settings in the Menu bar. Click Job Options in the side menu. The Job Options overview appears. Select one or multiple job options files by clicking the checkbox in the first column. Click Delete. The following dialog appears: The Delete job options dialog 5. Click OK to delete the selected job options files. Documents reffering to a deleted job options file will use the standard job options file included with PrintShop Mail Web.
©2010 Objectif Lune Inc - 148 -
E-mail Settings When PrintShop Mail Web sends e-mail messages the system default e-mail settings are used. The E-mail Settings page shows information about the current e-mail settings. The E-mail Settings page allows the administrator to enable the send email message option and setup e-mail server related parameters. Configure the E-mail settings To change the E-mail Settings perform the following tasks: 1. Click Settings in the Menu bar. 2. Click Settings in the E-mail section from the side menu.
Test the E-mail settings Test the E-mail settings to make sure users receive their e-mail messages. To test the E-mail Settings perform the following steps: 1. Click Settings in the Menu bar. 2. Click Settings in the E-mail section from the side menu. The E-mail Settings page appears. 3. Click the Test button. The following dialog appears: The Test E-mail Settings dialog 4. Enter an e-mail address and click the Test button to send a test message to the entered address.
Select the person(s) who must receive an e-mail messages in the selected order status 4. Select the person(s) who must receive an e-mail message in the selected status: l Customer: The person who ordered or approved the print job. l Additional order form contact: If the contact for the print job differs from the user placing the print job, the Contact name and Contact e-mail can be entered in the order information window.
l l l l The organization of e-mail templates. E-mail settings. E-mail template attributes per message type (order notification, forgot password). E-mail template functions. In order to create language specific exceptions, sub folders can be created for each language (in the emailtemplates folder). The name of these sub folders should match the Iso code as specified in the Language section of the Settings section.
E-mail templates folder By default PrintShop Mail Web has a set of language independent e-mail templates stored in emailtemplates folder. So the setup doesn't create language exceptions or exceptions for a skin. The list of the default available e-mail templates/messages: l l l l l l l l l email-test: The E-mail test message is sent when the administrator clicks the Test button on the E-mail Settings page.
An e-mail template in Notepad++ The following functions are available for all e-mail templates: l l l l l l l l l setSubject: This function sets the subject for the e-mail message. If no subject is specified the subject is set to: No Subject. $this->setSubject("Password Assistance") setFrom: This function overrides the Sender e-mail address set in the E-mail Settings. $this->setFrom("info@printshopweb.com") setFromName: This function overrides the Sender e-mail address set in the E-mail Settings.
l l l l l setCharset: This functions sets the charset of the message body. $this->setCharset("UTF-8"); (default) $this->setCharset("iso-8859-1") addAttachment: Adds an attachment from a path on the filesystem. $this->addAttachment("application/pdf","sample1.pdf"); $this->addAttachment("application/pdf","/files/jobs/1/8/8_lr.pdf"); $this->addAttachment("application/pdf","/files/jobs/$this->companyid/$this->jobs[0]/$this-> jobs [0] _lr.
©2010 Objectif Lune Inc - 156 -
Modules Settings PrintShop Web comes with a framework for managing and describing modules. Modules are used to add or customize functionality in specific areas of the application. The Overview option in the Modules section from the Settings side menu shows an overview of the installed modules. The modules are grouped by their module type. Click the plus-icon in front of a module type to view the available modules for that type. For more information see the guides of the respective module type.
©2010 Objectif Lune Inc - 158 -
MIS Connectors MIS connectors add functionality to the PSM Web order creation and order status change processes. The following diagram outlines these processes. Order process flow diagram The system performs the following tasks: 1. 2. 3. 4. Order information is stored in the PSM Web database. The system defines if email notification messages should be send. The system checks for the active MIS connector, if found the functions of this connector are called. The user interface (UI) of the system is updated.
the available MIS connectors. 6. Click Save to activate the module. Select a module from the list and click Save to activate the connector Note: Orders that reside in your PSM Web environment upon enabling a connector are not handled by the connector and thus their information is not pushed to an external application. Installed modules To view the installed modules: 1. Log on to PrintShop Mail Web using an Administrator account. 2. Click on Settings in the PSM Web menu bar, the Settings sections appears.
The Modules overview page Properties The properties of a connector differ from connector to connector. They depend on the options and functions of that specific module. To view and modify the properties of a connector (module) do the following: 1. Log on to PrintShop Mail Web using an Administrator account. 2. Click on Settings in the PSM Web menu bar, the Settings sections appears. 3. Click Overview in the Modules section of the Settings sub menu. The Modules Overview page appears.
The properties page of the XML to File connector ©2010 Objectif Lune Inc - 162 -
Enabling a Print Production connector In order to activate the XML to File connector, carry out the following steps: 1. Click on Settings in the PrintShop Mail Web menu bar, the Settings sections appears. 2. Click Print Production Integration in the Settings sub menu. The Print Production Integration page appears and shows information about the current connector (if one is selected). 3. Click Edit. 4. Select a connector from the Active Module pull down menu.
The following payment modules are included with PrintShop Mail Web: l l l l "PayPal Payment Module" (page 164) "Authorize.Net Payment Module" (page 168) "iDeal Payment Module" (page 170) "Moneris Payment Module" (page 173) PayPal Payment Module In order to use PayPal as your payment solution, you must have a PayPal account. Signing up is really simple via the PayPal web site.
Instant Payment Notifications The PayPal module is setup to accept Instant Payment Notifications (IPN) from PayPal. This means that any time someone completes an order using PayPal, your site will receive a confirmation message from PayPal that PrintShop Mail Web uses to verify completed payments. When an IPN is received, its data is verified and the payment is then logged to the appropriate order.
Currency Code: Make sure that the currency code matches the default currency set for PrintShop Mail Web. Examples are: l AUD: Australian Dollars l CAD: Canadian Dollars l EUR: Euros l GBP: Pounds Sterling l JPY: Japanese Yen l USD: United States Dollars l Orderline Prefix: The entered text is added before PayPals standard order line. l Itemline Prefix: The entered text is added before PayPals standard item lines. 8. Click Save to store the changes.
6. Click Create Account. The Test Accounts page appears. This page shows the newly created account. The Type column states Business. Creating a PayPal Sandbox Buyer test account To create a PayPal Sandbox Seller account: 1. Launch your web browser and enter the following URL: https://developer.paypal.com/ 2. Enter your credentials and click Login. 3. Click the Test Accounts link. 4. Click the Preconfigured link in the Create Account section. The Create a Sandbox Test Account page appears. 5.
The PayPal order Review page 5. Click Return to return to the PrintShop Mail Web website. This shows the Thank You page in PrintShop Mail Web. 6. Click Order Manager in the menu bar to view your order in the Approved basket. The payment status is set to paid. If the payment failed or is aborted you should see the order in the My Orders folder, the payment status is set to Pending. Authorize.Net Payment Module Authorize.net is a payment gateway service provider for merchants in the USA. The Authorize.
1. Installation: The installation constists of the following steps: l Install PrintShop Mail Web 7.0 or upgrade to this version. l Configure PrintShop Mail Web by completing the First Run Wizard. l Install the payment module as described in the PrintShop Mail Web - Administrator Guide. 2. Licensed B2C module: You must have a licensed Business To Consumer (B2C) module on the PrintShop Mail Web dongle in order to use the payment module in your production environment. 3. Authorize.
With a Live account the test mode setting will only allow an authorization request to succeed but will never actually debit any money from the credit card. This mode is usefull to check AVS and CCV options. Please note that the transaction number will always be 0 and the payment will never succeed. Authorizion requests done with this setting will have to be manually cancelled (voided) using the Authorize.net account pages.
4. 5. 6. 7. 8. Configure the iDEAL payment connector Make test payments with PrintShop Mail Web Request the bank to upgrade the test iDEAL account to a production account Activate the production account on the banks iDEAL dashboard Switch the payment connector to production mode in PrintShop Mail Web The following sections will guide you through this process and explain how to configure the module.
After the shop owner receives both e-mails he can login to the iDEAL test dashboard of his bank. Next he will need to configure the iDEAL Dashboard. Configuring the iDEAL test dashboard Each bank has his own dashboard that allows the shop owner to modify his iDEAL account. The first time the shop owner logs into the dashboard he will usually go through a wizard. On most questions the default settings are ok; there are however some settings that should be changed from their default values. 1.
1. 2. 3. 4. 5. 6. 7. Launch your web browser and log in to PrintShop Mail Web using an administrator account. Select Settings in the menu bar. Click Overview in the Modules section (Settings side menu). The Modules Overview page is shown. Click the plus-symbol next to the Payment Modules group to view the installed payment modules. Click PayPal Standard to view the settings of the module. Click Edit. The Edit Properties page appears. The following configuation options must be configured: l Environment 1.
75_12344893 Where 75 is the order id and the rest is a timestamp code The workflow for a shop owner to add Moneris to his webshop is the following: 1. 2. 3. 4. Go to the website of Moneris and request a live account Add the Moneris payment connector to PrintShop Mail Web Configure the Moneris payment connector Configure the Moneris account The following sections will guide you through this process and explain how to configure the module.
l l l Order Description Prefix The end user will see this value in his bank environment as the description of the order he is about to pay. The shop owner also sees this information in his internet bank account website. This description consist of this field followed by the order id. Check for AVS(address verification system) response codeIf this option is checked Moneris will perform an address verification check.
Requesting a live account To request a live account the shop owner should visit the moneris website and request an account for their eSELECTPlus eCommerce product. To manage your Moneris account you will have to go to the Moneris merchant account website and login with your account details l Live account: https://www3.moneris.com/mpg/ In the Moneris account website it's possible to perform manual transactions or actions such as void or capture.
5. Click Browse and locate the .zip file on your local hard drive. 6. Click Save to add the module to PrintShop Mail Web. Once the connector is uploaded you can proceed with configuring the module. Before you can add a module to PrintShop Mail Web you must have completed the first run successfully. Configure a module To change the settings of a module: 1. 2. 3. 4. 5. 6. Click Settings in the Menu bar. Click Overview in the Modules section from the side menu. The Modules Overview page appears.
©2010 Objectif Lune Inc - 178 -
XML to File connector The XML To File connector is a generic MIS connector that ships with PrintShop Mail Web. It uses common technologies and methods to communicate between applications. The XML To File connector has the following features: l l l l Write order information to a XML file. Use a HTTP POST call to submit XML data to a predefined URL.
1 PSM Business Cards Peter Parker pparker@finco.
The General Information section of the XML to File properties Push method The Push method defines the method used for providing the order information to the outer world. You can select one of the following options: l l l Write to folder Post Write to folder and Post Write to folder When the Write to folder option is selected an XML with the order information is created in a central location. The element names in the XML data match the fields names in the PrintShop Web database tables (tblorder).
The location of the XML files created by the XML to File connector Post The XML to File connector has the ability to POST the XML data to a HTTP server. This enables the connector to be truly server/application independent. All the HTTP server needs to do is have the capability to receive HTTP POST calls and be able to pass the call on to some form of program (ASP, CGI, Java Servlets, etc). The combination of XML via HTTP calls acts as a kind of middle ware or glue to tie systems together.
The sample XSLT code creates the following XML output: 2007-10-08 16:01:41
©2010 Objectif Lune Inc - 184 -
Sample POST receive script Sample POST receive script The following script is a sample on how to receive POST data in PHP. The code receives the XML data sent by the XML to File connector and writes this information to disk using the ID of the order. The sample file can be found at the following location: C:\Program Files\PrintShop Mail Suite 7\PrintShop Mail Web\Website\modules\mis\xml_to_file_mis\sample
Sample POST receive script The $_POST variable is an array of variable names and values sent by the HTTP POST method. PrintShop Mail Web sends the XML stream in the PSW_XML POST variable. The script reads the value of this variable and stores the data in a local variable. The simplexml_load_string function is used to read the XML data and tto define the ID of the order.
Interaction With PrintShop Mail Design Interaction With PrintShop Mail Design Receiving Jobs from Print to Web 187 Print Driver Matching 187 Creating Companies And Publication Types 188 Images VS Image Collections 189 This chapter describes how PrintShop Mail Web interacts and integrates with PrintShop Mail Design, the other software of the PrintShop Mail Suite.
Interaction With PrintShop Mail Design What will happen when you send your document and start a new print job depends on a number of technical factor but the results may be different than what is expected. Your second page may not come out of the right tray or your contents may be shifted higher and to the left because of the difference in margins. To resolve the issue, you would need to have the same driver on your PrintShop Mail Design machine as the one you ultimately output to on PrintShop Mail Web.
Interaction With PrintShop Mail Design When you click on Next, PrintShop Mail Design will prepare the files and then send them to PrintShop Mail Web (refer to the PrintShop Mail Design User Guide for more details on this process). Note that by default any new document you send to PrintShop Mail Web is disabled so you will need to enable it for clients to use them. If you create a new publication type or a company, they will also be disabled by default.
©2010 Objectif Lune Inc - 190 -
Introduction to Regular Expressions Introduction to Regular Expressions Syntax 191 Character selection 191 Alternation 192 Grouping 192 Quantification 192 Examples 193 Only numbers 193 Dutch zip code 193 Canadian zip codes 193 This chapter is an introduction to regular expressions, explaining basic regular expression syntax. Regular expressions for user input fields use the perl regular expression notation. Note that the user input regular expressions must match all of the input.
Introduction to Regular Expressions l l l l l l l l l l \D Any non-digit \s Any whitespace character (this is equivalent to the set [ \t\n\r\f\v]) \S Any single non-whitespace \w Any letter, number or underscore (this is equivalent to the set [a-zA-Z0-9_]) \W Any char except letter, number or underscore \t ASCII Horizontal Tab (TAB) \n ASCII Linefeed (LF) \r ASCII Carriage Return (CR) \f ASCII Formfeed (FF) \v ASCII Vertical Tab (VT) Alternation A vertical bar separates alternatives.
Introduction to Regular Expressions Examples The following examples may be useful. Only numbers The following regular expression accepts only numbers as input: [0-9]+ The expression step by step: l l [0-9] Numbers 0 through 9 + one or multiple Dutch zip code The Dutch zip code consists of four numbers, one space and two uppercase letters (eg 1234 AB). [0-9]{4}\s[A-Z]{2} The expression step by step: l l l [0-9]{4} Four numbers \s a single space ("" or [] or \s) [A-Z]{2} Two uppercase characters Canadia
©2010 Objectif Lune Inc - 194 -
Introduction Introduction The PrintShop Mail Web (PrintShop Mail Web) web site is fully skinnable, everything except the actual textual content of the page can - and will - vary from skin to skin. By combining the powerful skinning engine with custom web development, new features can be added and new workflows implemented. System integrators and web developers can create custom login forms, create custom store front pages and redirect visitors to specific pages in PrintShop Mail Web.
©2010 Objectif Lune Inc - 196 -
Integration methods This chapter describes the underwater login mechanisms of PrintShop Mail Web. In all scenarios user name and password information is send to PrintShop Mail Web. This information is used to authenticate the account and optionally redirected the web site. The underwater login procedure begins when a login request to PrintShop Mail Web is made from any Internet or Intranet website. In order to instantiate the underwater login, the request can be made to either of the files mentioned below.
Underwater login page flow External login The external_login.php file handles the authentication and forwards any parameters included in the request (POST or GET). If the authentication fails the PSW login page will be shown. Optional parameters are used to redirect the web browser to a specific PrintShop Mail Web web page and to set the skin. The external_login.
l l fcFormID, used to redirect the user to a specific edit or submission page. Example: To show the user input/database input page of a template you will need to call the preview_init_form form and specify the unique ID of the template in the fnID parameter. The preview_init_form retrieves all information of that template in order to show the correct information in the web browser. fcWebDesign, this parameter lets you toggle the skin of the web site.
The basic webintegration index.php file External person access Where the external_login.php handles both authentication and redirect parameters, the person_access.php file is solely used for authentication. The return value of the external_person_access.php file differs form the external_login.
Custom login form workflow Examples In the webintegration folder of the PrintShop Mail Web Website folder you will find an authentication sample. The index.php file contains a standard web form, the actual verification is handled by the code in the process_login.php file. The form uses the POST method and sends the information to the process_login.php file.
