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DataGateway User Manual

1. Template operations Pa Of Groups L Add Text E Vertical group O Template settings Formatting Name STD_HEADER E Helvetica lt Basis Atama iatera 2 First output batch ob document sequence number _OutputBatchStartSeqNum_ 5 BOO Num pages I page Final output batch document sequence number _OutputBatchEndSeqNum_ eD Copies O _ extra copies Total pages in output batch _OutputBatchPageCount_ Secure forms Elements WI Duplicate on copies Total number of documents in output batch _OutputBatchSize_ a Fiad width g P ageuze 4 3 Output queue to which documents were sent _OutputBatchQueueName_ Y woe rasara Format Default o gt Units points c 5 Date format 2012 02 20 3 a 2 Time format 11 07 03 e gt lt am Duplicate Create Archive 258 Output Batching Figure 17 16 shows the resulting header page as viewed in Adobe Reader This example was printed with a short output batch containing two single page documents sent to an output queue called ROYALMAIL Figure 17 16 Output batching Viewing an output batch header ee ooo header pdf Adobe Reader Fela File Edit View Document Tools Window Help 0b0000000 head ix salg M 6 kd k En B Will Output Batch Header First output batch ob document sequence number 0001014 Final output batch document sequence number 0001015 Total pages in output batch 2 Total number of docum
2. Displays feedback from the back end gt lt div id EddFeedback gt lt div gt lt div id wmledd_custref_field class field wmledd_field gt lt label for wmledd_custref gt Reference lt label gt lt input id wmledd_custref class wmledd_text type text value Enter reference number gt lt div gt lt div class field wmledd_field gt lt label for wmledd_firstname gt First name lt label gt lt input id wmledd_firstname class wmledd_text mandatory type text value Enter your first name gt lt div gt lt div class field wmledd_field gt lt label for wmledd_lastname gt Last name lt label gt lt input id wmledd_lastname class wmledd_text mandatory type text value Enter your last name gt lt div gt lt div class field wmledd_field gt lt label for wmledd_code gt Code lt label gt lt input id wmledd_code class wmledd_text mandatory type text value Enter the code here gt lt div gt lt button id wmledd_getdoc class wmledd_button value Get document type button gt Get document lt button gt lt div gt lt wmledd_wrapper gt lt END WML Electronic Document Delivery Portal HTML gt There is no special CSS which has to be included for this form but a couple of suggestions are provided in eddPortal css START WML Electronic Document Delivery Portal CSS No special CSS required but you may wish to style the cont
3. PDF form A PDF file containing one or more pages e Barcode An image element generated by converting a piece of text within the input print data into a barcode An element can be added to a single page of a document perhaps page 1 or page 3 or it can be added to all pages of a document Figure 7 4 Three text elements a date a time and a piece of static text Page 1 2 Sy Text elements have position and font specifications controlled by the Element edi tor seen in Figure 7 1 and Figure 7 7 Image elements are simply given a position PDF form elements are laid onto the page as if they were a transparency on a projector Figure 7 4 shows three text elements positioned towards the top left of page 1 of the tem plate The snap to lines are visible and the static text element is highlighted in orange showing that it is the currently selected overlay element Figure 7 5 shows a single PDF form element containing a WML logo which is active for page 1 of this template 107 Template Management PDF form elements may have multiple pages If you add a multi page PDF form to page 1 of a template then page 2 of the form will print on page 2 of the template page 3 of the form on page 3 of the template and so on as long as there are enough pages in the template or incoming print job Figure 7 5 The logo seen here is a PDF form element applied from an uploaded PDF file Pagel jefe iL
4. Innovative Technology 7 3 Overlay templates An overlay template combines text elements image elements and PDF forms which can be applied to individual pages or to every page in the input print job It also includes a number of template settings such as the template name the number of pages for the template and the page size An overlay template is stored in a single XML based configuration file on the DataGateway Overlay templates can be created on one DataGateway and then exported and copied onto other DataGateways either individually using the Template Manager or as a group using the facilities for backing up the DataGateway configuration in System gt Settings An overlay template can be bound to a queue so that all data passing through that queue will be processed by the overlay template The overlay template is bound to the queue in the queue configuration see Chapter 6 Alternatively the WML print filters can select an overlay template based on the existence of text triggers within the input print job For example an overlay template named Com panylnvoice might be triggered when a document containing the text INVOICE were processed For more information about logic based triggering see Chapter 8 7 4 Overlay template list To create the first overlay template or to view a list of templates select the menu item Data gt Template List Figure 7 6 shows an example of the template list It is a tab
5. aat Output Batching Figure 17 14 Output batching The example pre defined output batch keys Template STD_HEADER Switch template Test data upload STD_HEADER New Template Queue settings from 01INPUT Realtime Static Variable Forms Pagel S Variable data Display Values Delete Example Data a _OutputBatchDocSeqNum_ a _OutputBatchEndSeqNum_ a _OutputBatchPageCount_ a OutputBatchQueueName_ a OutputBatchSize_ a _OutputBatchStartSeqNum_ a WmlBatchRef_ _WmilTemplate_ Wil Add Manual Key Template settings Name STD_HEADER Figure 17 15 shows an example template with each element laid out Figure 17 15 Output batching Editing an output batch header Template STD_HEADER Switch template Test data upload STD_HEADER New Template Queue settings from OLINPUT Upload Test Data Realtime Static Variable Forms Page n e D Static data Edit selected elements x New data First output batch ob document sequence n Wri x Se Y ROE pi T a First output batch ob document sequence n 44 4 a Final output batch document sequence numt Hidden 0 Total pages in output batch Total number of documents in output batch Output queue to which documents were sent Outp ut Ba tch Header Output Batch Header Position Depends On No other element
6. to add columns to the row Alternatively you can edit the data group row directly in the field below The format for a data group row with columns is as follows keyl positionl widthl keyN positionN widthN The keys may be specified explicitly or using the special tag N to indicate sequentially numbered elements see the Letter with variable content example The position is the horizontal distance in PDF units points of the column from the left hand edge of the data group Similarly the width specifies the width of the column in PDF units You can use the gridlines displayed for the data group area to calculate appropriate values When you have set up the required columns click on Create row to add the row to the data group key list 154 Template Management Figure 7 49 shows a document produced from an invoice template in which a data group row defines entries for the project operator hours rate and amount columns of the invoice table The entries are lined up in columns as specified in the data group row Note that the project descriptions are wider than the column to which they belong so they have been wrapped to fit Figure 7 49 Sample output from the invoice template accounts wmidemo co uk 55 Workley Road J Sheffield S57 BAA tel 44 0 845 123 4567 Invoice address NVO CE FAO John Davies 1 The Avenue Rondelford Order no 243 Project no various OSTERBY LINCS finale tists Mann
7. If the protocol share is chosen the controls to configure the output share are revealed as shown in Figure 6 15 The controls for choosing the share type along with the file name are common to those found to set archive log and input shares Production Printing A number of output options are only available if the production printing licence flag PRO PRINT is enabled Figure 6 16 shows the production printing options available 94 Queue Management Figure 6 16 Queue configuration Production printing General Page scaling 100 Imposition Apply imposition Triggered S Media size Automatic e Duplex mode Long edge Page scaling 100 Separate output queue Section cover sheets Job Ticket Job Header Enable hal Type KDK Comments for PostScript output Output Batching Enable vi Output queue No output queue download batches Batch the output PDF files before PPD Concatenate jobs B Temp files RAM only Daily release time Manual Threshold Release threshold 0 Document template None S Batch header None S Batch trailer None o General options Options here apply to all PDF files being passed through the queue The page scaling option allows the size of the PDF contents to be scaled down prior to printing This can be used to reveal space for additional printed items such as barcodes and text relating to the pro duction process Imposition options Impositi
8. Stored Firmware Upload firmwares on this page The stored firmwares can then be pushed out to appliances and appliance groups on the network ID Description File Action wmipp pplus kvm sata tree5 Uploaded firmware wmpp pplus kvm sata P5 x lt 2011 01 06 tree5 20110106_1432 img 4 Upload firmware N This page Figure 12 8 provides an interface similar to that in Stored Configurations This is for uploading and managing firmware upgrade files The administrator uploads the same firmware upgrade image which he would use to up grade a single box Again it is given an ID based on the file name and a description based on the date Once uploaded it is available to be pushed out to upgrade managed appliances Caution The interface will allow you to delete a firmware which is a member of a pending push If you do this then the push will never complete As in Stored Configurations the Action column provides update and delete buttons to update changes to the ID or Description or to delete the firmware file 12 6 Appliance Manager for Disaster Recovery The Appliance Manager system is used to provide a Disaster Recovery DR backup system This allows the firmware config and data on one DataGateway to be mirrored to a second DataGateway To set up a DR pair designate the master system Appliance Manager should be licenced on the master system On the master system add a single network appliance in Appliances gt Appli
9. lt variable key WmlTemplate value overrideTemplate gt lt variable key keyl1 value something2 gt lt Job gt lt Job id 3 gt lt This job shows the use of per page templates gt lt variable key WmlDocRef value Doc 3 gt lt Page id 1 gt lt variable key WmlTemplate value CoveringLetter gt lt variable key name value Bob gt lt Page gt lt Page id 2 gt lt variable key WmlTemplate value TermsOfBusiness gt lt variable key date value 2011 01 03 gt lt Page gt lt Job gt lt WmlXmlData gt Previous XML data format Anexample of the older format for XML structured input data is shown in Example 7 6 This format lacks the flexibility to specify job and page elements but the DataGateway will still accept this data 142 Template Management Example 7 6 XML input data old format lt xml version 1 0 gt lt DOCTYPE WmlXmlData gt lt WmlXmlData gt lt variable key WmlTemplate value sales_contract gt lt variable key WmlDocRef value REF123456 gt lt variable key copyLabel value Customer Copy gt lt variable key refNo value 7101 E9418 gt lt variable key company value CFG SUPPLIES gt lt variable key address1 value 1 MINNS WAY gt lt variable key address2 value FAIRFORD RETAIL PARK gt lt variable key address3 value WESTFIELD YORKS W1 9GT gt lt variable key telephone value Tel 01234 567890 gt lt
10. Appliance Manager Addresses on this list are added to the existing list of network appliances without first delet ing any pre existing entries If any of the appliances are already listed then duplicates are not added Example 12 2 Appliance list with group specified in column two 192 168 0 1 London 192 168 0 2 London 192 168 0 3 London appliancel local lan London appliance2 local lan Reading appliance3 local lan Reading To set group membership when uploading the list of appliances include a second column of the appliance group as shown in Example 12 2 The columns should be separated with a space Column two is the group ID and should contain no spaces Note If the group specified in the uploaded file does not exist it will be created If any groups are created it will be necessary to re load the Appliances and Groups page to display them as they are not automatically added to the Appli ance groups table Appliance status To view the status of a managed appliance click on the status icon The status dialog will be displayed as seen in Figure 12 3 Note It will take up to five minutes for the system status to appear for a newly man aged appliance 210 Appliance Manager Figure 12 3 Viewing the status of a managed appliance Appliance status x Appliances and Groups WMLPP System Information 4 seconds ago Hostname wmipp Primary IP address 192 168 0 104 Main mac address 52 54 00 c3 db 34 L
11. Memory for the Virtual Machine How much memory would you like to use for this virtual machine o My Computer E PdfPlus1 E barstorm1 E datagateway1 E esxtest2 Shared VMs fb 192 168 0 158 Specify the amount of memory allocated to this virtual machine The memory size must be a multiple of 4 MB 64GB Memory for this virtual machine 256 fea Maximum recommended memory 1404 MB E Recommended memory 256 MB Guest OS recommended minimum 32 MB Virtualize a Physical Machine Create a virtual machine from an existing Network Editor the network configuration used by achines on this computer ation Preferences ize VMware Workstation to your way or software updates for VMware The next two screens Figure 2 20 and Figure 2 21 allow you to specify the initial amount of RAM and processor resource to assign to your virtual print appliance 25 Getting Started Assign the desired number of processors for the virtual appliance A single processor may be sufficient for simpler applications Assigning two processors to the system will improve the responsiveness of the web interface when the print processing load is high Specify a minimum of 256 MB of RAM Some applications may require more memory to run correctly but 256 MB is sufficient for simpler tasks and short documents Note The amount of RAM may be altered after the virtual appliance has
12. Tam James lt tjames wmltd co uk gt function 232 S fn eddPortal function options Set up mandatory fields It s important to call this first before filling in values from URL variables so that those values register as having completed mandatory fields S wmledd_wrapper setupFields If custref specified hide wmledd_custref_field The URL variable is added to the post data on call to viewDocument N B This could be modified to use the same method as the JJ Oren Fields if getUrlVar cr undefined amp amp getUrlVar custref undefined Don t hide else S wmledd_custref_field hide For the remaining fields fill in the value of any fields specified as URL variables Adds a class wmledd_field_completed which can be used to hide the fields via CSS if required if getUrlVar code undefined else S wmledd_code val getUrlVar code parent field addClass wmledd_field_completed Electronic Document Delivery if S getUrlVar fn undefined else S wmledd tirstname val o getUr Van tn parent field addClass wmledd_field_completed if S getUrlVar ln undefined else wmledd_lastname val getUrlVar ln parent field addClass wmledd_field_completed S wmledd_getdoc click function Build up a request to the backend to obtain a doc
13. es File Edit View VM Tabs Help gt alb Og e Library x Q Type here to search X Select a Guest Operating System Which operating system will be installed on this virtual machine My Computer E PdfPlus1 Guest operating system E barstorm1 O Microsoft Windows E datagateway1 Linux E esxtest2 Novell NetWare Shared VMs Sun Solaris Network Editor 192 168 0 158 VMware ESX the network configuration used by Other achines on this computer Version ation Preferences ize VMware Workstation to your way ng Other Linux 2 6 x kernel re Updates or software updates for VMware Virtualize a Physical Machine Create a virtual machine from an existing The next window Figure 2 18 allows you to choose which operating system your target appliance will be running All WML appliances run a 32 bit Linux operating system and so 23 Getting Started you should choose Linux for Guest operating system and Other Linux 2 6 x kernel for Version Click Next Figure 2 19 Choosing the name for the virtual machine g VMware Workstation 0 File Edit View VM Tabs Help Library x Q Type hereto search Name the Virtual Machine L J What name would you like to use for this virtual machine l My Computer EA PdfPlus1 Virtual machine name E barstorm1 pares GB datagateway a ae oe are s i i 192 168 0 158 C Users seb Documents Virtual Machines datagateway Net
14. 10 5 All User Files This page displays PDF form files and other user uploaded files Files generated with the print diagnostics feature enabled in Print Platform gt Queue Config gt Output appear here Print Diagnostics For diagnostic purposes you can have the print job saved before and after it is processed by the DataGateway software The input data will appear in the file list as prefilter_queue bin and the output as postfilter_queue bin This feature has the potential to fill the storage of the device and lead to failed print jobs so care must be taken with its use Because of this the feature will always be switched off following a reboot of the DataGateway Enable print queue diagnostics in the Output tab of Print Platform gt Queue Config 200 Chapter 11 Print Reports The DataGateway can provide an audit trail showing what time each job is received by the device and what time it is sent on to the printer Print reports are generated from analysis of system log data The reports can be viewed via the web interface and emailed daily to a group of recipients Because the reports are generated from system log data it is necessary to configure the storage of system logs either to a network share or to local hard disk storage Print reports cannot be generated from the volatile system log which is always available from RAM Refer to the section called System logging in Chapter 5 for instruction on configuring the
15. Guest Operating System CPUs LSI Logic SAS Memory VMware Paravirtual Network SCSI Controller Select a Disk Ready to Complete LSI Logic Parallel lt k Figure 2 41 shows a screen allowing a choice of virtual SCSI disk controllers Leave the de fault LSI Logic Parallel checked 42 Getting Started Figure 2 42 Selecting a hard disk for the virtual appliance x Select a Disk Virtual Machine Version amp Configuration A virtual disk is composed of one or more files on the host file system Together these files appear as a Name and Location single hard disk to the guest operating system Storage Virtual Machine Version Select the type of disk to use Guest Operating System Disk CPUs Memory Create a new virtual disk Network SCSI Controller Select a Disk Select Existing Disk Advanced Options ed pee ee ee Ready to Complete Use an existing virtual disk Reuse a previously configured virtual disk Give your virtual machine direct access to SAN This option allows you to use existing SAN commands to manage the storage and continue to access it using a datastore Do not create disk In the next window Figure 2 42 you have the option to Create a new virtual disk This would create an empty disk which would then need to have the operating system installed perhaps from a dvd or cdrom Because you are using a pre populated disk file supplied by WML you should click on
16. Input share path matching Subfolder s only Filename MUST match Filename must NOT match Hot Folder Ignore files with this number of bytes 0 The left hand column contains the input settings for LPD raw input data The right hand column contains the input share settings Caution Before changing any settings shut down any print job scheduler which may be sending data to the DataGateway If print jobs are spooling onto the DataGate way when the queue settings are updated data loss may occur LPD raw input settings The input IP on which to listen for raw print data can be selected from the Receive on IP alias drop down control This shows the available IP addresses on which the device can 77 Queue Management listen including all the aliases To add aliases use the Network settings page in System Settings gt Network It is possible to filter jobs using the origin IP Enter an IP address in the Receive only from IP field and the queue will only accept jobs originating from that single IP address Note It is only possible to specify a single IP address or all for the input IP and the origin IP To process data from two or more originating servers create addi tional print queues with identical settings and set input origin IP settings for the two or more addresses The Input Port for raw TCP data input can be set to a value in the range 1024 to 32767 inclusive Note The input p
17. Load Batch Example Data Existing variable data a firstkey_ Add Manual Key Data groups _ Add Data Group This variable data element has not yet been placed on the template canvas Figure 7 16 shows the variable data tab after the key has been placed firstkey is now in a short list under the heading Existing variable data Manually specifying keys is not the most convenient way to add variable data elements to an overlay template A more efficient method is to upload an example data file This is a structured data file arranged in CSV format or WML s simple key value XML format The template manager processes this file and extracts the keys and the example values from the file Example 7 1 An example variable data file in CSV format name Mr Jones address 24 Tenants Drive Example 7 1 shows a very simple example data file containing two key value pairs This file is formatted as comma separated values The first column contains the keys in this case name and address and the second column contains the corresponding values Mr Jones and 24 Tenants Drive 122 Template Management Note The example variable data file should be exactly the same as the file which would be sent to print It is simply an example structured data print file Figure 7 17 Overlay elements Variable Data tab showing keys Realti
18. Queue Config gt Output To upload a file to the DataGateway use the Upload a new file field Each page of the File Manager contains a search field which will display files whose name matches the entered search term Where relevant listed files can be viewed printed and deleted from the system using the icon buttons in the Action column When an option to print is given the output queue to which the files will be sent is chosen from the Output queue menu 199 File Manager 10 1 Form Files The file browser shows a list of the files stored on the internal flash or hard disk of the DataGateway Note that not all files stored on the DataGateway are displayed Archived files and log files are not displayed here the list is intended for user supplied files such as PDF overlays and printer macros and diagnostic files which may be generated by the DataGate way job processing software 10 2 Log Files Shows daily system logs stored either on a network share or on internal storage System log settings are configured in System Settings gt System Log 10 3 Archive Files Shows files archived to a network share or internal storage Choose the queue to list archived files for in the menu List files for queue The number of files shown can be lim ited with the menu Max files to display 10 4 PPD Files Shows PPD files and gzipped PPD files which have been uploaded to the DataGateway by the user
19. ROYALMAIL FINAL_RM backend Manual Threshold 8 Enable Cancel 250 Output Batching Figure 17 3 shows the Output Batches page within the Print Platform section of the Data Gateway user interface This is the interface which print production staff will become most familiar with Warning The output batching feature has an internal locking system which will delay the loading of the Output Batches page if documents are being processed If the page seems to be taking some time to load please be patient and let the operation complete On this example system four queues have output batching enabled The table lists the out put batching queue itself the output queue where in the filter chain the output batching was applied the scheduled release time the number of jobs pending and some action but tons The first two queues 01INPUT and 02DCC have no output queue set and so they have only the open action which packs the pending jobs into a zip file and allows the user to download that file COURIER and ROYALMAIL each have an output queue set so they also have the release action available Note If the batched jobs need to be discarded Enable Cancel can be clicked which will reveal cancel actions for each queue Releasing output batches To select jobs for release in an output batch select the release action Figure 17 4 for the selected queue Figure 17 4 Output batching The release action ROYALMAIL F
20. This feature has the potential to fill the storage of the device and lead to failed print jobs so care must be taken with its use Because of this the feature will always be switched off following a reboot of the DataGateway 93 Queue Management Suppress error pages Many WML features will generate a queue error page to explain the reason why it can t complete the print job In certain cases it may be useful to suppress these pages To do so check the box Suppress error pages Output to network share Figure 6 15 Queue configuration Share output Input Text Profiles Archive Failover Alerts PPD PPD Options Outpt Q ueue Ou COL it Con fig ura tio n Pr These are the output address settings for the destination printer or print server C Output Options P Queue output protocol share S i 1 Share Type SMB CIFS Windows share A Available SMB CIFS shared folders S Refresh J Manual path entry El You may need to enter your username password in the fields below to discover the shares on your network C Share username Ei Share password 0 The output file name will be formatted as follows Use the controls below to n customize the format E Iprjob_Feb2012_120631 pdf Ti Fields Job title ana x i Date Feb2012 R Time 120631 D B o B Add a field Date 2012 02 20 gt ie Field separator Underscore _ e Suffix pdf IPP Compression Queue output address Port Queue Diagnosis Suppress error pages
21. To keep your profile streamlined try to use as few phrases as possible to identify each document type Note however that to ensure strength of identification the system may require at least two hits for document type identification Enter phrases that are likely or unlikely to appear on the identifier page or pages of the current document type Try to select phrases that are specific to the document type You can choose to match the case of the phrase to make it more specific Without case matching you can expect more hits for some phrases The notes field allows you to record information about why a phrase has been included where it is expected to occur and so on This information will not have any effect on the analysis Strength of association For each identification phrase you must indicate the strength of association of the phrase with the current document type It is useful to think of this in terms of whether the phrase is a strong weak neutral or negative identifier for the document type A phrase that will only ever occur on the identifier page for this document type is a strong identifier one that is likely to occur on the identifier page for other document types as well is a weak identifier A phrase which is unlikely to occur on the identifier page for this document type is a negative identifier 174 Document Content Control Note When choosing identification phrases that are positive identifiers for a d
22. W2 8AB Invoice date 2013 02 11 Project Operator Hours items At rate Amount Network infrastructure A Smith 12 20 00 240 00 project A Network infrastructure J Brendell 34 18 00 612 00 project A Network infrastructure J Brendell 34 18 00 612 00 project B Network infrastructure J Brendell 34 18 00 612 00 project C Network infrastructure J Brendell 34 18 00 612 00 project D Subtotal tae The positions of the columns in Figure 7 49 could be tidied up To edit an existing data group row highlight the row in the data group key list and click on the edit button 4 This brings up a dialog where you can manually edit the data group row Figure 7 50 155 Template Management Figure 7 50 Editing a data group row After modifying the row in accordance with the data group row format indicated above click on Save to update the data group key list Note that you ll also need to click on the save button to save the changes to the template Figure 7 51 shows the same document as before with the column positions adjusted The data group spacing which governs the spacing between the rows has also been increased 156 Template Management Figure 7 51 Sample output with columns and spacing adjusted accounts wmiemo co uk 55 Workley Road Sheffield S57 8AA tel 44 0 845 123 4567 Invoice address NVO CE FAO John Davies 1 The Avenue Rondelford Order no 243 Project no various OSTE
23. Wve H Google Index of datagateway Name Last modified Size Description o Parent Directory tk wmlpp dg vmware sata tree3 20130228 1502 esx zip 05 Mar 2013 16 53 49M kil wmlpp dg vmware sata tree3 20130228 1502 vmdk 01 Mar 2013 12 33 77M Apache 2 2 9 Debian PHP 5 2 6 1 lenny16 with Suhosin Patch mod_python 3 3 Python 2 5 2 mod_ssl 2 2 9 OpenSSL 0 9 8g Server at wmitd co uk Port 80 32 Getting Started Before starting download the latest DataGateway image from http wmltd co uk datagateway Choose the esx zip file Figure 2 31 Unpack the zip and find the two vmdk files Fig ure 2 32 Figure 2 32 The esx zip file unpacks to provide two vmdk files if Index of datagateway t aku 20 Compressed Folder Tools esx vmdk download D H io wmlpp dg vmware sata tree3 20130228 1502 esx ea Ind Home Share View veo v e wo gt wmlpp dg vmware sata tree3 2013022 v Search wmlipp dg vmware sa 2 Xt Favourites Name Date modified Type Pa E Desktop E wmipp dg vmware sata tree3 20130228_1502 esx vmdk 06 03 2013 14 32 VMDK File B seb E wmipp dg vmware sata tree3 20130228_1502 esx flat vmdk 06 03 2013 14 32 VMDK File i wo Je Downloads Ei wn i Recent places Apache A Libraries 1 9 8 Server Documents al Music Pictures Ew Videos 2 Homegroup j Computer iy Local Disk C F seb seb thinkoa Y lt 2 items Upload both of the vmdk files to the datastore
24. but which are to be printed in a pre defined manner For example a database of sales records can be used to produce a set of data relating to each sale Each data set can then be printed in the form of an invoice by specifying the position of each data item on a blank invoice template The format for structured input data can be XML comma separated values CSV or Jet forms compatible data XML data is structured as explicit key value pairs and may contain Job and Page sections while CSV data may be either a simple ordered list separated by line breaks commas or another chosen separator character in which case the position in the list of an item is the means by which that item is specified or key value pairs separated by line breaks For greater flexibility you may wish to trigger your template from words in your input print data See Chapter 8 for more information 138 Template Management Note The structured input data code has been designed to make it straightforward to develop additional customer specific input data formats The type of structured data is detected automatically by the DataGateway as the print data is received and the data is laid out according to the rules defined in the overlay template assigned to the local queue or corresponding to a trigger value contained in the input data XML data is preferred over CSV as although it appears a little more complex than simple CSV data the layout is more flexib
25. contains system log files and report files The log files are named with the formats YYYY MM DD wmlpp_job log and YYYY MM DD wmlpp_sys log The CSV reports which are generated from the logs have the format YYYY MM winlpp_report csv or YYYY MM DD wmlpp_report csv Outbatch logs may also be present which have the format YYYY MM DD_hh mm ss QUEUENAME_ ob log e etc wml archive contains archived print files The format of these files will de pend on the user specified file naming for each queue as set in Print Platform gt Queue Config gt Archive Each queue will have a sub directory within etc wml archive etc wml cdlarchive applicable only to systems which are licenced with the CDL preprocessing module contains archived data as received from the CDL soft ware before any processing by the DataGateway A sub directory for each CDL processing or analysing queue will be present containing files with the format YYYYMMDD_hhmmss raw e etc wml master applicable only to systems which are licenced with the Ap pliance Manager module contains firmware upgrade images which have been dis tributed to managed appliances These have the format wmlpp PRODUCT kvm sa 51 52 System Maintenance ta treeX YYYYMMDD_hhmm img where PRODUCT will be dg for DataGateway pre for PrePrint and pplus for PdfPlus etc wml outbatchshare applicable only to systems which are licenced with the proprint module contains completed output bat
26. download backend Manual Threshold 18 j batches COURIER FINAL_COUR backend Manual Threshold 0 i a ROYALMAIL FINAL_RM backend Manual Threshold i Warning The output batch store is not an archive Once jobs have been released to the printer to a rip or downloaded in a zipfile they cannot be re released To keep a copy of the jobs released in an output batch turn archiving on in the final output queue Downloading output batches To download pending jobs in an output batch zip file press the blue folder open icon Figure 17 7 The confirm range dialog will open as when releasing jobs to an output queue 292 Output Batching Figure 17 7 Output batching The download action Queue Output Queue Applied in Release Parameters Output batches pending Action OVNPUT No output queue download backend Manual Threshold 4 batches 02DCC No output queue download backend Manual Threshold 20 j batches AMI IMICNM CIMAI AIIN haakanad lanna IMThranhald A When the release button is pressed a dialog is shown to choose the range of jobs to include in the output batch zip file Figure 17 8 The options are All output batches Include all pending print jobs in the zip file Up to cut off time Choose a day and time All pending jobs which were re ceived before this time will be included in the output batch zip file Up to cut off number Enteranumber N The first N pending jobs will be included in the output batch
27. k f 7 ee rie F Enter the key to enable your appliance Mac address 00 50 fb 2c 6b 70 Enter Key AAAAA SBBBB CCCCC DDDDD ABC Update Key Licence valid for LICENCE CREDITS 10 USB DEVICES 0 ARCHIVE Print archiving enabled SHAREINPUT Network share data input enabled WMLEYO WML Prescribe gt PDF emulation enabled Licences in use Licence Credits 2 in use with 6 remaining Licence Credit 1 192 166 0 42 Licence Credit 2 192 1668 0 43 JSB Devices O in use with O remaining Enter the licence key received from the appliance vendor and click on Update Key The licence details will be displayed below WML Print Platform Licences have a number of licence credits enabled They also provide a number of flags to enable certain features on the appliance such as the Prescribe emula tion and archiving A number of USB devices may also be enabled in the licence A licence credit enables the use of an IP address on the appliance or the use of a input share hot folder or archive share if enabled with the relevant flags The number of valid licence credits USB devices and enabled feature flags is shown for the key which is stored on the appliance The number of licence credits and USB devices which are in use will also be displayed System passwords To access the system password controls Figure 5 7 select System Settings gt Password 65 DataGateway Configuration Figure 5 7 Setting system and print ma
28. mobileNumber emailAddress customerReference both SMS and email Your documents are ready f 7 26 v 14 hp3005 gt Set up default parameters by editing values in the core settings area Click on the Update button below the core settings to save the changes To override a default parameter for a particular queue select the queue from the dropdown menu above the per queue settings area Edit the values as required then click on the Up date button underneath the per queue settings to save the changes Per queue parameters that differ from the default parameters are indicated by a print queue icon The parameters available for configuration in the core and per queue settings are described below Customer data keys The First name key Last name key Mobile key Email key and Customer reference key settings specify the set of keys used to denote those details within the structured input data If data items with these keys are present in the input data then the electronic document delivery system will extract the customer details thus defined and store them for use in delivering the output document 221 Electronic Document Delivery Message configuration The Message preference dropdown controls the form of electronic delivery to be used and the type of notifications that should be sent If the message preference is chosen to be SMS Email or both SMS and email then delivery of the document will be via
29. system log settings Ensure that Store log messages to network share or local hard drive is checked as shown in Figure 11 1 so that the system log will be permanently stored The system log will be rotated daily in this case creating a job log file and a system log file each day as described in the section called System logging in Chapter 5 Figure 11 1 Syslog settings necessary for report generation W Store log messages to network share or local he W Generate reports from syslog Email reports daily L 7 SF Lasse Ll usu N J rm i Share Type SMB CIFS Windows share Available SMB CIFS shared folders updated CIRCLE data a p Manual path entry local You may need to enter your username password in Network username test Network password testpassword Checking Generate reports from syslog will ensure that reports are generated from the daily log files Reports are generated each morning by processing the YYYY MM DD wmlpp_job log file The report is output as YYYY MM DD wmlpp_report csv Note that the report date will be one day earlier than the job log date 2009 07 12 wmlpp_job log contains the job logs for 2009 07 11 and is used to generate 2009 07 11 wmlpp_report csv which is the report for 2009 07 11 201 Print Reports If Email reports daily is checked the YYYY MM DD wmlpp_report csv report will be emailed as an attachment each day along with a summary of the day s prin
30. t of ave Detailed listing of jobs sent by wmlpp1 Job Title Bytes ID Simplex Sheets Duplex Sheets Received at wmlippl1 Complete Send to Print Device qlpd_ job 128 1 3 2 14 07 2009 10 21 26 14 07 2009 14 27 39 test 156 2 3 2 14 07 2009 11 36 43 not sent to final single wmlpp Figure 11 3 shows an example of what you will see if you click View Report You can return to the list of reports by clicking the link Back to the list of available reports The listing of jobs is presented as a table containing the title its size the internal job ID and the number of pages along with the time the job was received and when it was sent on to the printer Figure 11 4 shows the same example data but on the CSV page where the data is presented in comma separated format Figure 11 4 Accessing report in CSV format in the web interface UIA bapa nmnmbe papm pbh mm y nOoOWwIiIndgd tembibest re DOTT CSV 1 i Back to the list of available reports Summary of jobs sent by wmlppl Total Jobs Un matched Total MB Total Sides Printed Total Duplex Pages Total Completed Te 13 13 0 173437 24 16 4 9 Detailed listing of jobs sent by wmlppl Job Title Bytes IB Simplex Sheets Duplex Sheets Received at wmlppl Complete Send to Prir qlpd job 128 1 3 2 I4 077 2009 10 21 26 14 07 2009 14 27 39 11 2 Reports with a pair of DataGateway devices The WML DataGateway is able t
31. ure 6 1 found on the Print Platform gt Queues page Figure 6 1 The print queues list System status TON System Load Average 1 72 This system has 25 licence credits with 12 in use Total Inactive RAM 501 MB 58 MB Queue Name tq 00000 Status idle Last Job stopped at 2012 02 08 11 51 44 J9 tqfinal 00000 Status idle Last Job completed at 2012 02 28 10 23 23 y9 tqpcl 00000 Status idle yO tqps 00000 Status idle y9 tqsimple 00000 Status idle Last Job completed at 2012 02 17 17 02 07 y9 This list displays and monitors all queues on the DataGateway The summary view shown in Figure 6 1 displays a status line for each queue comprising the queue name activity monitor and queue status information as well as a number of print user actions for the queue The queue list is updated periodically so that the information shown always reflects the current state of the queues System status information is displayed above the queue list The system load average and the total and inactive memory are displayed The information is updated periodically to show the current values Figure 6 2 details the components of the queue status line 71 Queue Management Figure 6 2 The queue status line System status TON System Load Average 1 72 This system has 25 licence credits with 12 in use Total Inactive RAM 501 MB 58 MB Queue Name tq OOOOO Status idle Last Job stopped at 2012 02 08 1
32. way can be configured with a number of IP address aliases Any queue can then be instruct ed to listen only on a particular IP address ignoring input to other IP addresses 76 Queue Management Select the Input tab Figure 6 7 to configure the input data options for the queue Figure 6 7 Queue configuration Input tab Queue Config Queue configuration for Colour output Switch to queue _Colour_output v Print status page Input Text Profiles Archive Failover Alerts Input IP Remaining IP address licences 3 Receive on IP alias Al T affects LPD and RAW input protocols only Origin IP Receive only from IP blank to match all Input Port Receive RAW on TCP port 9100 Input LPD Queue Receive LPD data for LPD queue name Colour_output HTTP GET POST Receive data via HTTP GET POST requests to sendfile cgi Duplicate jobs to sharebug testgm tq tq2 v Logout PPD PPD Options Output Info Hot Folder FTP SFTP Input Scan hot folder for input data Choose Share Type Local Drive for FTP upload only Share Type Available SMB CIFS shared folders Manual path entry You may need to enter your username password in the fields below to discover the shares on your network It s also possible to specify the IP address of the SMB CIFS server though this is rarely necessary usually it s automatically obtained via NMB lookup Share username Share password SMB CIFS Server IP
33. 0031 Y 1350 V12 Pack 1 SLV2 Document identifies as V12 incomplete 2011 09 13 11 36 19 Pack 1 but the required page type V121 V12 Fin Doc Pt1 is not present 0031 Y1350 121 No page type suitable for unidentified 2011 09 13 11 22 19 document type identification ae AE 0031 Y1350 S No page type suitable for unidentified 2011 09 13 11 23 21 x document type identification Refresh The list can be filtered on a per queue basis by selecting a queue from the Queue dropdown menu or reloaded using the Refresh button Each entry gives the document reference the composition of the document as determined by the system the reason that it was held the queue on which it was processed and the hold date The following actions are available for a held document amp View the document The document will be opened for viewing in a new window Print the document You will be prompted to select a queue on which to print the document Delete the document The document will be removed from the held documents record 195 Document Content Control A Add the document to the configuration The document will be added to the list of example documents for the profile through which it was processed so that you can make changes to the configuration of the profile and test the results on this document Release the document The document will be printed and then removed from the held documents record You will
34. 18 2 Ports used by the sender DataGateway WML Support Wil Virtual Print Platform Gj A 5140 System lt messages WTU DataGateway gt 5140 typ system messages gt 631 typ Print data output 515 PonN 631 gt LPO RAW IPP UDP port 123 NTP time 25 SMIP Server pe f 53 DNS Print data input SMB CIFS Hotfolder and Archive access Ports 137 Netbios Name and 445 SMB over TCP i Virtual machine from virtual machine to TCP Physical machine Ful duplex connection initiated destination port 631 o _ _ _ route via internet route via LAN Ful duplex connection made route via LAN or internet TO virtual machine wtih TCP destination port 25 NB Ports are TCP ports unless specified as UDP ports 269 Print Outsource Sender Site Traffic to and from the WML DataGateway on the LAN includes incoming print data DNS and Netbios naming requests email messages sent via an SMTP server and SMB Windows network share traffic Network time protocol traffic may optionally be carried on the LAN Incoming print data may be transferred using the Berkeley LPD protocol as a raw TCP data stream with no fixed port 9100 is often used or with the Internet Printing Protocol IPP Additionally an input hot folder may be used In this case the DataGateway makes a con nection OUT to a SMB CIFS Windows or Samba server and scans a shared folder for print data files which
35. 2 Getting Started In this chapter you will be guided through the initial set up for the WML DataGateway DataGateway is available in three platform configurations e Tempest DataGateway is an appliance form factor device based on an AMD Geode LX pro cessor e Server based DataGateway is a Dell or Intel server appliance for situations where faster processing or local hard disk storage is required Rack servers provide more network in terfaces than the Tempest platform which can be a requirement in enterprise networks e Virtualized DataGateway is a VMware virtual machine image of the software Virtualized DataGateway can be delivered as a pure image to install on the customer s own VMware infrastructure or on server hardware delivered and maintained by WML Virtual print appliances are also available in a format suitable for running under Linux KVM as used in Ubuntu Linux 2 1 Platform set up In this section you will find out how to set up the various hardware and virtualized plat form configurations The following sections describe set up tasks that are common to all configurations Setting up a Server based DataGateway Important The exact choice of server equipment will vary depending on the expected workload for DataGateway For this reason it s not possible to give a compre hensive setup guide for a Server based DataGateway here The Server based DataGateway will consist of a one or two unit rack mount server wit
36. Acro 20 February 2012 11 33 0b0001015 sr_7010762549 pdf 18 9 KB Adobe Acro 20 February 2012 11 33 0b9999999 trailer pdf 4 9 KB Adobe Acro 20 February 2012 11 33 4 objects 31 7 KB Figure 17 11 shows the contents of an output batch file containing a header a trailer and two output documents The header file name is always ob0000000 header pdf The ob0000000 places it first in the list of files Similarly the trailer if present is always named 0b9999999 trailer pdf ensuring it is last in the list 255 Output Batching All the other files have an ob sequence number which gives the order in which the jobs should be output ob for Output Batch The ob sequence number NNNNNNN in obNNNNNNN_ is followed by the job title then the suffix If concatenation is turned on the output batch zip file will contain a sub folder tmp con taining a single file with a name such as outbatchcat XXXX prn where XXXX is a random string of hex 0 9 and a f characters such as 2def 17 4 Output batch templates Header and trailer templates It is possible to specify a user generated template to use as the header in the output batch Before selecting a header template it s first necessary to create a suitable template in the WML Template Manager The method described here for creating a header template can be followed to create a trail er template Just give the trailer
37. DataGateway s logic engine and are then evaluated for completeness and correctness according to a ruleset developed by WML in conjunction with the customer Incorrect or incomplete documents are held in a database pending action from print managers DataGateway provides a real time document audit trail and daily and monthly print volume reports DataGateway can accept data from your mainframe Unix Windows and Linux application servers using Berkeley LPD protocol IPP protocol and simple TCP raw data transfer It is also able to collect print jobs from Windows SMB CIFS and Unix NFS network shared hot folders In addition FTP can be used to send input data enabling the DataGateway to be used in conjunction with multi function printers to process scanned images DataGateway can masquerade as multiple printers by assuming an IP address for each print er Using this feature it is possible to use DataGateway to replace a number of desktop printers with a single production printer requiring no change to the application which gen erates the print jobs Print jobs are output via a print driver to your destination printers LPD IPP or raw pro tocols can be used Archiving or emailing of jobs in PDF format is available DataGateway has the versatility to help you to implement new print functionality and streamline your print factory It reduces errors increases print security and helps you to control your print costs 10 Chapter
38. Document Content Control Phrase i Phrases which if found should cause the document to be held Any Phrase 2 number of phrases may be supplied matchcase Optional Whether to match the case of the given phrases Default no Application This action can be applied either to a page or to an entire document whether the document s type has been determined or not Electronic document delivery This DCC action gathers the details required for electronic delivery of a document and stores them to the PDF for use in the electronic delivery stage This action depends on data extracted from the document using page type actions such as Get labelled value or Get positioned value Parameters The parameters for the Electronic document delivery action are Email Stored label for the email address This is either the label or the value of the storedas parameter for the email address labelled or positioned value firstname Optional Stored label for the first name Required for delivery via web por tal unless a salutation check is applied lastname Optional Stored label for the last name Required for delivery via web portal unless a salutation check is applied mobile Optional Stored label for the mobile number Required for delivery notifi cations by SMS Application This action can be applied to an entire document whether the document s type has been determined or not Ensure field is filled This action DCC ensures
39. PPD files The DataGateway contains PPD files which force print data output to be PDF generic PCL or raw where not modification is made to input print data These PPDs all have the make WilliamMatthew Driver options To modify printer driver options for the queue select the PPD Options tab Printer driver options are displayed here The options will match the current PPD file see PPD driver 91 Queue Management Figure 6 13 Queue configuration Driver Options tab Print Platform Queues Queue Config Jobs Platform Settings Queue configuration for mainPrinter Switch to queue mainPrinter Print status page Input Text Failover Alerts PPD Driver PPD Options Kyo Settings General Media Size Letter 8 5x11in Media Size Letter 6 5x11in Double Sided Printing Off Media Source Upper Tray Output Mode Color Media Type Plain Paper Print Quality Best Installable Options Duplexer Installed Not Installed Use the drop down controls to modify the driver options as required To save your changes click on the Update button at the bottom of the list of options Output The output options for a queue are configured in the Output tab Figure 6 14 92 Queue Management Figure 6 14 Queue configuration Output tab Switch to queue O1INPUT S Print status page Input Text Profiles Archive Failover Alerts PPD PPD Options Output Inf These are the output address
40. Page and Page count along with the batch sequence number Out putBatchDocSeqNum and the final sequence number OutputBatchEndSeqNum The user has pressed Display Values and so the example values for these fields 0004705 and 0004742 are being shown rather than the key names It s possible to specify that elements should appear on an individual page only or on all pages using the Template Manager s pages menu In Figure 17 17 the elements will only be added to page 1 of each documents To have elements added to all pages of each document select All pages in the page menu see Figure 17 18 Figure 17 18 Output batching Selecting all pages so that elements will appear on every page of a document Template OUTBATCH OVERLAY Switch template Test data upload _OUTBATCH_OVERLAY New Template Queue settings from O1IN Realtime Static Variable Forms Page Tanna ad D Variable data Example data Display Values Delete Example Data a _OutputBatchDocSeqNum_ a OutputBatchEndSeqNum_ Figure 17 19 shows the result of applying a similar document template to the documents in an output batch The highlighted region shows the overlaid text 260 Output Batching Figure 17 19 Output batching Realtime data overlaid on a document at output batch release time ob0001017 sr_ 1000640265 pdf Adobe Reader File Edit View Document Tools Window Help BAIA epon ees Fg m 0001017 0001018 Pr
41. Queue settings from O1INPUT fo Upload Test Data ee idth Wrap text Realtime Static Variable Forms Page 1 JIB Line spacing Available PDF forms Display Activate an existing PDF form Hidden example_invoice_wml_cont pdf Wril Depends on Activate Last page for y Groups Upload Form File ON Vertical qrou or upload a new PDF form file Press the button Upload Form File and use your browser s dialog box to select your PDF file The file will be uploaded to the DataGateway The DataGateway will parse the file to determine if it can successfully overlay the document onto another If the PDF form is correctly parsed by the DataGateway a success message will read File uploaded successfully click on Activate to add this form to the current template Fig ure 7 30 Note An uploaded PDF form may be added any number of times to any template on the DataGateway Figure 7 31 The PDF was uploaded but contained an unsupported feature Error occurred in overlay editor backend Uploaded PDF contains unsupported features and cannot be used Unfortunately wmlpadf does not support Linearized PDF files Realtime Static Data Variable Data Forms Pagel X T iz W B 1 gt lt a2 7 If the DataGateway encounters a known problem with your PDF form it will respond with an error message describing the problem Figure 7 31 In this case please contact support with details of the problem Figure 7 32 Checking
42. Realtime elements e Date a Time Title ae Source IP Dates and times are realtime data text elements Select the Realtime tab Drag a date element onto the canvas and position it as shown in Figure 7 35 Do the same for a time text element Figure 7 36 Using the snap to guides to align the text elements as been modified click Save button to save changes j Edit selected elements x Position x 465 92 pt T Width 39 pt Wrap text O0 Line spacing 1 23 e m Display Hidden O A Nanande nn Ma nathar alamant s The template manager has a snap to guide to help you align your text elements Click the snap to button 1 to turn on the guides Drag the elements towards the guidelines and they will snap into position Figure 7 36 Figure 7 37 Moving multiple elements accounts wmidemo co uk alt Edit selected elements x Position Invoice address oy aii x 83 Y 167 pt im address2_ Width 67 pt _address3_ Wrap text e Line spacing 1233 You can select multiple elements and move them together Click on the first element to select it Now press the shift key and click on the second element Both are now selected as shown in Figure 7 37 135 Template Management To move the selected elements you can edit the text boxes in the element editor
43. Symbol and Zapf Dingbats These are the basic built in fonts which are available in every PDF document 117 Template Management The font drop down menu also provides options for barcoding If enabled you can also choose an option to convert a text element to a barcode image The current font can be emboldened or italicized by checking either the B or the I boxes respectively Deleting elements To delete selected elements press the Remove button or press the delete key on your keyboard As with other changes to elements the changes will not be saved on the Data Gateway until the save button is pressed Snap to lines The template manager provides snap to guidelines which can be enabled and disabled as required To enable the snap to lines press the snap to lines button 1 The snap to lines can be seen in Figure 7 4 If you drag an element towards the snap to lines the element will dock with the lines al lowing you to line up a set of elements To disable the snap to lines press the snap to lines button again Working with multiple elements It s possible to select multiple elements and apply the same font face and font size to the set Multiple selected elements can also be dragged as a group You can also modify the X and Y positions for a group however if you select multiple ele ments and they are offset from each other then changing the position will maintain the offset between them The po
44. Wm1Xm1lData gt Character encoding and special characters The DataGateway supports the following character encodings for XML input data e UTF 8 e UTF 16 both little and big endian e ISO Latin 1 ISO 8859 1 e ASCII The default encoding is UTF 8 To use one of the other supported encodings specify the encoding in the XML declaration as shown below lt xml version 1 0 encoding iso latin 1 gt A number of characters have special meaning in XML data If you wish to include any of these characters in the print data you must use the corresponding character sequence shown in the following table Table 7 1 Special characters in XML Note The characters used for data keys should be confined to the ASCII character set and should not include any of the special characters above 143 Template Management CSV data Comma separated format is simpler than XML but a little more restrictive and also prone to error The main drawback to using comma separated values is that the character used as separator cannot be used within the values This restriction aside separating values using commas spaces or new line characters is often adequate and many applications generate output data in this format Note To ensure that the DataGateway consumes CSV data as structured data rather than plain text set Treat input text to as structured data in Print Platform gt Queue Config gt Text DataGateway accepts
45. a common choice Figure 6 22 Adding the new queue Add a new queue 7 9109 fipa js passthru da Figure 6 22 Finally press the add button to create the queue 98 Queue Management Figure 6 23 The new queue is ready newQueue 00000 Status idle g9 newQueue 9109 This is a demo queue lod 192 0 0 192 passthru Fag Q W Enable to demonstrate Up Fed oF lt v Accept Jobs workflow V Shared Add a new queue 9112 Ipd passthru d5 Figure 6 23 The new queue will appear directly above the Add a new Queue row It will be created in the accepting and enabled states see the checkboxes to the left of the new queue row meaning that it will accept new jobs for processing and it will process any accepted jobs immediately Figure 6 24 Enter the queue configuration for the new queue newQueue 00000 Status idle agl a newQueue 9109 Thisisademo queue Ipod 192 0 0 192 passthru Fa 4 O Enable to demonstrate led Fad ols Accept Jobs workflow M Shared Add a new queue 5 x 9112 pd 2 passthru a Figure 6 24 Press the configure button to enter the queue configuration page for the new queue Figure 6 25 Configuring the output PPD driver Iueue COonriguration ror newVvueve A Switch to queue newQueue S Print status page Input Text Profiles Archiving Failover Alerts PPD Driv
46. a different name and lay it out according to your require ments Note For a full description of the Template Manager see Chapter 7 To create a new template go to the Template Manager at Data gt Template Manager Click New Template then fill in the name for your header template Figure 17 12 Figure 17 12 Output batching Creating a new template to use as an output batch header Data Template Manager Template testl Switch template Test data upload test1 New Template Queue settings from O1INPUT Upload Test Data Realtime Static Variable Forms Pagel D Create new template x Realtime elements Enter a name for the new template Date MY_HEADER a Time EF or select a template archive file to upload Upload Template a Source IP P B 9 Page a Page count Cancel Create 256 Output Batching Upload any PDF forms which you will use as the background to your header and enable them in the usual way You re now ready to lay out realtime static and variable elements on your template Realtime elements are filled in at document creation time using current values The Date and Time elements are useful when constructing output batch headers as they will contain the time at which the pending jobs were released in an output batch Static elements can be used to add simple text to your template to augment any text which already exists on your PDF form backg
47. allowing you to select the destination printer this is a list of all the queues which are configured on the DataGateway Click Print and the form will print to the selected printer Note Most installations of Secure Forms will require customisation to add database interactivity either to store customer details or to automatically retrieve infor mation for existing customers Please contact WML to discuss your individual requirements for a Secure Forms installation 238 Chapter 15 Kyocera Prescribe Emulation The Prescribe emulation is offered as an optional module for DataGateway The emulation can be enabled by the use of a suitable key in System gt Licences WML s Kyocera Prescribe Emulation converts Prescribe input data including formatted text and simple PCL directly into Portable Document Format PDF The converted PDF files can be archived to a document store provided by a Windows or Unix network share and finally processed for printing through the on board printer drivers which convert the document into PCL or PostScript The Kyocera Prescribe emulation is configured in the Queue Config section of the Data Gateway user interface in the tab Kyo Settings Each print queue can be configured with unique Prescribe parameters The emulation parameters specified in Kyo Settings are effectively the printer defaults The parameters should be configured to match the settings on the printer on which the
48. allows the wizard to provide the appropriate defaults for the operating system installation Guest Operating System i Linux Version The next window Figure 2 37 allows you to choose which operating system your target appliance will be running All WML appliances run a 32 bit Linux operating system and so you should choose Linux for Guest Operating System and Other 2 6 x Linux 32 bit for Version Click Next 38 Getting Started Figure 2 38 Setting the number of processors for the virtual appliance x CPUs Virtual Machine Version amp Select the number of virtual CPUs for the virtual machine Configuration Name and Location Number of virtual sockets Storage Virtual Machine Version Number of cores per virtual socket Guest Operating System CPUs Total number of cores 1 Memory Network The number of virtual CPUs that you can add to a VM ae l depends on the number of CPUs on the host and the SCSI Controler number of CPUs supported by the guest 05 Select a Disk Ready to Complete The virtual CPU configuration specified on this page might violate the license of the quest OS Click Help for information on the number of processors supported for various quest operating systems 39 Getting Started Figure 2 39 Setting the amount of RAM for the virtual appliance x Memory Virtual Machine Version amp Configure the virtual machine s memory size Configuration m Memory Conf
49. an wi Vir ua as OF ts ua Ne 17 Getting Started Figure 2 8 The Network Adapter properties window Create Virtual Machine x Pages Properties Name and Location Guest Operating System Which network will your virtual machine access ot dre Memory and Processors Network Connection NAT iv ar wi Hard Disk Connect at Power On Yes t Properties vir Network Adapter luz Properties 7 jas 0 x Ss ua Ni F USP nti v In the Network Adapter window Figure 2 7 click Add a Network Adapter In the proper ties window for the network adapter Figure 2 8 you can select different kinds of network For a most systems you are likely to need Bridged networking which allows your virtual appliance to join your physical network as if it were a real machine NAT Network Address Translation networking is unlikely to be suitable as the WML Virtualized appliance acts as a server For test installations HostOnly may be a suitable choice In this case the virtual machine exists on an internal virtual network A full discussion of networking your virtual machines is outside the scope of this document If you are unsure of which type of network connection to choose contact your network administrator or your networking consultant or supplier Leave Connect at Power On checked and press Next Figure 2 9 The CD DVD Drive window g tvewad S I Weanmor Create Virt
50. an archive Share then correct permissions must be set on the share directory on the NFS server The following would be required for an archive share specified as 192 168 100 100 archiveData On the server it would be necessary to change the user on this directory to root or 0 and the group of the directory to 7 which is the GID for the lp user on some systems root nfsServer chown 0 7 archiveData Finally ensure that both user and group are able to read and write to the directory root nfsServer chmod ugtrwx archiveData SMB CIFS Windows shares For Windows SMB CIFS network shares select SMB CIFS Windows share and click on the Refresh button to scan the network for available shares This will populate the Avail able SMB CIFS shared folders drop down Important Most recent Microsoft Windows file servers will not broadcast their available shares to the network without authentication If necessary enter your network username and password in the fields Network user name and Network password and then press Refresh The username and password will be used to obtain the list of available shares It is also possible to enter the share path manually in the Manual path entry text field by choosing the option Enter path in text box from the Available SMB CIFS shared folders drop down Enter the SMB CIFS path in the format MACHINE shareName The Network user name and the Network password fields must be filled in
51. and address This DCC action checks the salutation Dear Mr and address on a letter It checks that the address contains a minimum number of lines and a valid postcode that the name used in the salutation matches the addressee and that the capitalisation in the salutation is correct ce If the saluation is impersonal Dear Sir or Madam Dear Sirs and so on the saluta tion addressee check is not made The address and addressee are stored into the document and the DCC database as recip ientAddress and recipient The validity check of the postcode extends to ensuring that its format is legal but it does not check that the postcode matches the other components of the address Incorrect capitalisation can optionally be corrected automatically but if there is found to be a mismatch between the name used in the salutation and the addressee then the document will be held for review 183 Document Content Control Parameters The parameters for the Check salutation and address action are lines The minimum number of lines that the address should contain including the postcode and the addressee name Set to 0 to disable the address check i e check salutation only Default 4 fix If set to yes then mistakes in the capitalisation of the name are fixed Default yes Application This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be
52. applied to an entire document Detect phrase flags This DCC action searches for a number of phrases on the documents and stores them as a flagset The phrases found are stored as a comma separated list against the specified flagset name in the DCC database and optionally in the PDF document information dictionary For example if the flagset name was specified as underwriter the possible phrases were ym ee Insurer A Insurer B and Insurer C and only Insurer A and Insurer B were found then the list stored to the database and optionally to the PDF document would be underwriter Insurer A Insurer B Parameters The parameters for the Detect phrase flags action are Name The name for the group of phrase flags Possible phrase 1 Phrases to be included in the group Any number of pos Possible phrase 2 sible phrases may be supplied addtodoc Optional Whether to add to the PDF document informa tion dictionary Default no matchcase Optional Whether to match the case of the given possi ble phrases Default no Application This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be applied to an entire document Disallow phrases This DCC action allows the user to specify a list of phrases which if found should cause the document to be held Parameters The parameters for the Disallow phrases action are 184
53. been created Altering the number of processors is not recommended by VMware but it can be done WML appliances will safely handle a change in the number of available processors Figure 2 22 The Network Type window g VMware Workstation 0 j File Edit View VM Tabs Help p VY Ww Net D j Library x Q Type here to search v n What type of network do you want to add My Computer E PdfPlus1 E barstorm1 G datagateway1 Give the guest operating system direct access to an external Ethernet E esxtest2 network The guest must have its own IP address on the external network Shared Vis Use network address translation NAT Network Editor 192 168 0 158 Give the guest operating system access to the host computer s dial up or the network configuration used by external Ethernet network connection using the host s IP address achines on this computer Use host only networking Connect the guest operating system to a private virtual network on the host computer ation Preferences i ize VMware Workstation to your way Do not use a network connection ng re Updates or software updates for VMware tion lt Back Cancel Virtualize a Physical Machine Help Create a virtual machine from an existin View the help topics for VMware In the Network Type window Figure 2 22 you can select different kinds of network For a most systems you are likely to need Use bridged networkin
54. by in a few easy steps achines on this computer Custom advanced Create a virtual machine with advanced ns Preferences options such as a SCSI controller type ize VMware Workstation to your way VMware virtual disk type and compatibility with E older VMware products Workstation 9 or software updates for VMware tion Virtualize a Physical Machine Create a virtual machine from an existing 21 Getting Started The first window allows you to specify the hardware compatibility for the virtual machine This may be a consideration if you wish to move your virtual machine to older versions of VMware Workstation or to other VMware infrastructure products In our example we leave it at its default of Workstation 9 Figure 2 16 Choosing the virtual machine hardware compatibility g VMware Workstation a File Edit View VM Tabs Help P O Sf mpm a Library x Q Type here to search Choose the Virtual Machine Hardware Compatibility J Which hardware features are needed for this virtual machine il My Computer ED PdfPlus1 Virtual machine hardware compatibility E barstorm1 Hardware compatibility Workstation 9 0 G3 datagateway Compatible with J ESX Server E esxtest2 Shared VMs Compatible products imitations Network Editor lp 192 168 0 158 Fusion 5 0 imi the network configuration used by Workstation 9 0 imi achines on this computer 10 network adapter limit 2 TB disk size limit ati
55. collection of positioned and labelled values The DCC actions available for page types are e Add PDF overlay e Disallow phrases e Add PDF overlay on logic Ensure field is filled e Add out for mail barcode e Get labelled document reference e Apply media controls e Get labelled value e Check address e Get positioned value e Check date range e Get value array e Check monetary value e Hold on logic e Check numeric value e Set output queue e Check salutation and address e Store PDF size e Detect phrase flags Please refer to DCC actions for information about individual DCC actions To add a DCC action select the required action from the dropdown box If the action re quires parameters a Parameters field will appear together with text indicating the pa rameters that you should provide Enter the parameters and click on the add button to add the entry to the list of DCC actions Note The initial parameters are mandatory these must be entered in a specif ic order and are specified as values only Optional parameters follow these may be entered in any order and should be specified as key value pairs e g mat chcase yes Parameters should be separated by commas An existing DCC action can be modified at any time by editing its entry in the list of actions Document types The document content control system uses the contents of the identifier pages of a document to determine the document type This stage of c
56. colour will appear as a small block in the Groups column on the Network appliances list To remove an appliance from the group click on the group block when you hover over the group block a white cross will appear Populating the appliance list Figure 12 2 Upload an externally generated list of appliances or access an appliance report 1YZ 100 U LU0 Q Pi gl ts E Add group _Add appliance Upload a set of appliances Create a text list of your appliance addresses with one address on each line and upload it here To assign groups put the group ID for the device s group in a second column with a single space separating this from the first column containing the appliance addresses Upload appliances Click the button to access a CSV report of all managed appliances and groups Appliance Report N Terms and Conditions Towards the bottom of the Appliances and Groups page there are two additional sections shown in Figure 12 2 Upload an appliance list provides an interface to use a text file to populate the Network appliances list Appliance Report generates a full report of the system and is covered later in this section This list of addresses can be a single column of IP addresses or network names as follows in Example 12 1 Example 12 1 Appliance list with no groups specified 192 168 0 1 192 168 0 2 192 168 0 3 appliancel local lan appliance2 local lan appliance3 local lan 209
57. document has been located Figure 13 5 a number of different operations may be performed on it Figure 13 5 Viewing an individual entry in the electronic documents database Name Creation date Customer ref Mobile Email Access code Status Action Andy Jones 2012 02 20 HE7LJW 07730868686 36PF Downloaded at j x 4 12 31 08 ajones epl com 2012 02 20 ae P4 13 33 32 o g Resend notification If required a notification message can be resent to a customer by clicking on the send icon 2 gt If the message preference is for both SMS and email then a dialog will be displayed to allow the admin user to choose which type of message to send Otherwise the message will be sent immediately Note If the document has been cancelled notifications cannot be resent 228 Electronic Document Delivery View document A document may be viewed by clicking on the view button The document will be opened for viewing in another window so pop ups should be enabled A direct link to view the document is provided in case the operation to open the new window fails The access timeline will be updated to indicate that the document was downloaded by the admin user This will not change the delivery status of the document Print document A document may be printed either for internal use or to be mailed to the customer by clicking on the print button A dialog will be displayed to allow the admin user to choose the type of print actio
58. document has the document type somedoctype An example expression is dccdoctype letter and insurance car If spaces are needed in an element then use the escape character before the space or enclose the element in quotation mark characters For example dcecdoctype Covering Letter and insurance motor car Note Enclose the entire element with enclosure characters use label element with spaces rather than label element with spaces To test for a missing value leave the right hand side of the test expression empty For ex ample dcecdoctype Covering Letter and dccdocref Normally matches must be exact If more complex matching is required set regexp yes in the parameter list and use a regular expression For example dcecdoctype Covering and insurance exactMatchs Other parameters to a logic based DCC action follow the initial logic parameter Built in DCC actions The built in DCC actions available on the system are described in the following sections A brief description of the function of each action is given followed by a breakdown of the parameters to the action if any Mandatory parameters are listed first in the order in which they should be applied followed by optional parameters Finally the component to which the action may be applied is indicated Add PDF overlay This DCC action uses the value associated with a label to select a PDF overlay for the page This action is based on fin
59. document may be one of the following Not yet delivered The document has not yet been downloaded successfully by the customer Downloaded The customer has downloaded the document successfully Attachment emailed The document was delivered by email attachment Printed for mail The document has been printed for delivery by mail Cancelled Delivery of the document has been cancelled by an admin user Unless the status of a document is Not yet delivered the time at which the status changed is given in the status column Click on the information icon next to the status message to bring up a full summary of document information together with the access timeline for the document Figure 13 4 LAT Electronic Document Delivery Figure 13 4 Document summary and access timeline Document information x Document summary File etce wmlarchive Secure_Delivery raw_input Feb2012_123108 pdf was generated by Secure_Delivery for customer Andy Jones reference HE FLIW on 2012 02 20 12 31 08 This document was first downloaded on 2012 02 20 13 33 32 Access timeline SMS sent to customer on 2012 02 20 17 31 40 Email sent to customer on 2012 02 20 12 31 40 Customer successfully downloaded document on 2012 02 20 13 33 37 The document summary gives an overview of the document and its current status The ac cess timeline gives details of notification messages download attempts and admin actions on the document Document operations Once a
60. it then collects and prints If necessary the DataGateway can make use of a DNS server on the LAN If email alerts or reporting are required an SMTP server should be made available to the DataGateway on the LAN Note Although it is possible to use an SMTP server on the public internet to send email alerts this is not advisable One common reason for generating a warning alert email for low print production is a network outage If the alert email depends on the external network to be routed to staff the network outage may go unnoticed until print fulfilment staff notice that the printers are working below capacity 270
61. not Check address This DCC action checks that the address on a letter is found and contains a minimum num ber of lines and a valid postcode The validity check of the postcode extends to ensuring that its format is legal but it does not check that the postcode matches the other components of the address Parameters The single parameter of this DCC action is the minimum number of lines that the address should contain including the postcode and the addressee name The default is 4 lines Application This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be applied to an entire document 181 Document Content Control Check date range This DCC action ensures that a date found as a labelled value lies within a range of days with respect to the current system date This action is based on finding a labelled value The label should be a normal piece of text lo cated on the page It is permissible for the label and value to be located outside the printable area of the page so that it may be acted upon but not seen when viewing the document Parameters The parameters for the Check date range action are Label The text label for the date to be checked past range Check that the labelled date is no further in the past than this number of days future range Check thatthe labelled date is no further in the future than this num ber of days notbefore Optional
62. of your ESXi host in the Summary tab Fig ure 2 38 right click on the datastore and choose Browse datastore The Datastore Brows er has icons to upload two files Your datastore will now contain the pre installed virtual disk for your new virtual machine 33 Getting Started Figure 2 33 The New Virtual Machine wizard Configuration Select the configuration for the virtual machine Configuration Configuration Name and Location i Storage 2 Typical Virtual Machine Version Create a new virtual machine with the most common devices and configuration options Guest Operating System CPUs Custom coma Create a virtual machine with additional devices or specific configuration options Jetwork SCSI Controller Select a Disk Ready to Complete lt Back Cancel In the Getting Started tab click the link Create a new virtual machine The Create New Virtual Machine wizard will open Figure 2 33 Select Custom so that it will be possible to specify that we want to use an existing preformatted virtual disk Click Next 34 Getting Started Figure 2 34 Choosing the name for the virtual machine Name and Location Specify a name and location for this virtual machine Configuration Name ese ee Hatagateway Storage Virtual machine VM names may contain up to 80 characters and they must be unique within each Virtual Machine Version witenter Server VM folder J a PAN y Guest Operating System CPUs VM f
63. on the second page of the template will be ignored In Basis Manual number of pages mode Num pages is the number of pages which the output document will contain The output document will always have this number of pages even if some of the pages are blank 114 Template Management If a PDF form is chosen as the document basis then this field will be greyed out and set to the number of pages in the chosen PDF form Page size This is the expected page size of the input print data You should match this to the size of the documents which you will be printing If you do not match the page size of the input print data and the page size specified here in the template your overlay elements will not print in the correct positions Note If the WML print filters detect that you printed a A4 document through template set to US Letter or vice versa it will print a warning page to the effect Units The units in which all overlay element positions will be specified This defaults to points 1 72 of an inch which is commonly used internally within PDF documents Other options are mm cm and inches Date format This is a drop down menu with a number of date formats such as 24th September 2010 and 2010 09 24 The date format will be applied to all Date realtime data elements on the template Note In the current revision of DataGateway it is not possible to have differing date formats within the same te
64. queue configuration and Document Content Control configuration These backups are particularly useful for creating duplicate systems for testing or to pro vide to WML to aid support Each backup created is a tar archive file containing the backed up files Refer to the section called System settings for details of backing up DataGateway system settings Warning This method does NOT allow you to backup archived documents database con tent used for Document Content Control Electronic Document Delivery and audit report systems or Archive Manager configuration 4 2 Recovery The method for recovering a DataGateway following a failure of the hardware platform will depend on how the backups were made If the WML disaster recovery system is implemented the DR master should be unplugged from the network if it is still running and the DR backup should be rebooted into master mode see Section 12 6 for more details If you are managing the virtualization infrastructure then follow suitable steps to re create a virtual machine from the backups you have made of the disk images virtual machine If you are running a Server based DataGateway it will be necessary to have WML supply a preconfigured server running Ubuntu Linux with KVM onto which the virtual machine backups can be restored 55 Disaster recovery and backup procedures Note The standard WML software maintenance contract will cover the work required to r
65. receiving firewall router and a receiver DataGateway Note that the DataGateway is always deployed as a virtual print appliance Each WML Data Gateway is a virtual machine image running on a WML Virtualized platform This scheme ensures the safety of remote upgrades to the DataGateway firmware It also allows a single site to host several DataGateway systems on a single physical server 18 3 External Network A number of ports must be opened on the source and destination firewalls to enable 265 Print Outsource Sender Site Data to transfer from source to destination Log messages to transfer from source to destination Log messages to transfer from destination to source SSH data transfer from source to destination SSH data transfer from destination to source SSH access by support staff to DataGateway virtual print appliance and also to the Vir tualized platform Web UI access by support staff Optionally the system data on the DataGateway may be maintained using Network Time Protocol NTP this may use an NTP server on the public internet Alternatively a local NTP server may be used 266 Print Outsource Sender Site GZ Hod uoleuljsep dOL YIM uypew OL pewu uogosuuoo x jdnp nNy JO NOH yemou dA LE9 dA OLS syaa a aca ra cee Ng acc in Niel ra ak oe a ean 519 S9 Sqr Se di qnd UUO Eld Uid EMA ZM C ae no H do ee lt T e L9 Hod uopeugsop dO 0 uyoew wo
66. template settings box are immediately saved on the DataGateway Figure 7 10 The template settings box Template settings Name Formatted Text Basis Automatic default Fea Num pages page Copies 0 extra copies Elements Duplicate on copies Page size AA Units points Date format 2010 09 24 staal Time format 3 36 PM Name This is simply the name of the template The template name is modified by changing the value here It is also possible to change the name in the template list page see Section 7 4 112 Template Management The template name may contain letters numbers spaces dashes and underscores Note If you modify the name of a template which has been assigned to a particular queue you will need to re assign the template to the queue using the new name Basis The Document Basis determines the way in which the input print document and the tem plate with any PDF forms are merged together into a finished document The PDF document format has a feature which allows new objects such as lines of text or images to be added to the pages of the document simply by appending data to the end of the file The DataGateway makes use of this feature The PDF to which all other objects are appended is the document basis Note The number of pages in the completed document will be the same as in the document basis The B
67. the IP address of the DataGateway or re direct system logging messages 50 Chapter 3 System Maintenance This chapter covers information relevant to the day to day maintenance of the DataGate way As the DataGateway was developed as an appliance form factor system with a custom com piled operating system there are relatively few regular tasks to be carried out by systems admins There are a number of resources which should be monitored to ensure that pro duction is uninterrupted In most cases alert emails are sent out to systems admins as a resource such as local disk storage is running low 3 1 Local storage The DataGateway provides local storage for log files archive files and user supplied PDF forms When the available storage drops below 20 persistent filesystem alerts are sent out to the main email alert list as configured in System Settings gt Email To clear unwanted files and free up space connect to the system using SCP or SSH Users of Microsoft Windows can use WinSCP for file access using the SCP protocol SSH is imple mented by putty on Windows The following directories folders will contain dated files Old or unwanted files can be archived off or deleted as necessary Warning Do not remove files from any locations other than those listed here unless specifically instructed to do so by your vendor Removal of any other files may affect the correct operation of your DataGateway e etc wml log
68. the Template settings box Allows the user to save an archive of the current template Saving changes to the template The template manager is a browser based front end to the DataGateway appliance It sends messages to a back end program on the DataGateway which writes changes to a configu ration file In general changes made in the left column are immediately saved on the DataGateway without any further action In contrast changes to the position width font size and weight 110 Template Management of any text elements are not immediately saved Any such changes will cause a modification warning to display at the top of the canvas Figure 7 8 shows an example of this warning To commit changes to the DataGateway it is necessary to press the save button al Figure 7 8 This template has been modified Template has been modified click Save button to save changes m LAZY aaraa a Worley Fed Template management Switch template Immediately below the title are two controls A menu which allows you to switch to a dif ferent template and a button to create a new template If you try to switch to a different template and you have made changes to text elements which have not yet been saved the DataGateway will open a dialog to ask if you are sure you wish to switch and lose your un saved changes If you click the Create template button a dialog will open asking you for a name for the new templat
69. the template page m Test data upload L ms Pagel Ey w Template Queue settings from O1INPUT 133 Template Management To activate your form first ensure you are on the page on which the PDF form should be applied See Figure 7 32 which shows the pages menu When you activate a form its first page will appear on the current template page Figure 7 33 Activating a form Realtime Static Data Variable Data Forms 2 Available PDF forms Activate an existing PDF form S boiler_advert pdf Activate or upload a new PDF form file Upload Form File Active PDF forms There are no active PDF forms Select the form from the menu highlighted in Figure 7 33 Press the Activate button The form should appear on the canvas as shown in Figure 7 34 Figure 7 34 An active form showing on the canvas Realtime Static Variable Forms Pagel D Available PDF forms Activate an existing PDF form Select Activate Wl or upload a new PDF form file Upload Form File Active PDF forms Filename wml_letterhead pdf Start on Page1 Del nology Add text overlays Now that a form has been added to the template we ll add a date and time stamp to the example 134 Template Management Figure 7 35 A date element is added to the template Realtime Static Variable Forms
70. to push out to other client appliances N ID Description File Action gsettings_backup_tar Uploaded config gsettings_backup tar A 2011 01 04 A K testconf A test configuration settings_prof_20101202 144834 tar Rm logic and overlay of xX settings Upload configuration Typically an administrator would configure a separate appliance with suitable settings This could be one of the managed appliances but it does not have to be He would then save the configuration for the appliance in System Settings gt Backup choosing only the section of the settings required For example he might save off the templates and logic settings so that these could be pushed out to the managed appliances without affecting their system settings and print queues He uploads the backup tar file to this interface where it is given an ID based on the file name and a description based on the date The configuration will now appear in the drop down menus of the Add new push operation dialog in the Appliances and groups page Caution The interface will allow you to delete a configuration which is a member of a pending push If you do this then the push will not complete Z15 Appliance Manager The Action column provides update and delete buttons to update changes to the ID or De scription or to delete the entry 12 5 Stored firmware Figure 12 9 Upload firmware upgrade files here ready to be pushed out to managed appliances Logout
71. toolbar The form is initially presented to fit the page width of the browser window As soon as one of the text fields is selected the form zooms in Click outside any text field and the view zooms out again There is a separate button to action the zoom on the toolbar a Every time an element is filled in the semi complete form is saved on the DataGateway The saved form is automatically named Untitled data Untitled data 1 etc As soon as the form is printed the saved form data is erased 237 WML Secure Forms Figure 14 4 Bookmarking an incomplete form Bookmark data x Pagel 2 7 Ei E i i E Please choose a title for the form Any data that you have entered will be saved with this name until it is either deleted or printed Save as Mr Smith Wis On Cancel Save pees It s possible to name the current form data using the bookmark button To load a pre viously bookmarked form use the open button If a form is incomplete but is no longer required i e it will not be printed delete the data using the shred button To start a new named form press the new button and provide a name Figure 14 5 Printing the form F Print Mr Smith x 1 12 Bama E dt Please choose a queue for printing the data Print queue Please select Cancel Frint Wi Ol When the form is complete press the print button A dialog will open
72. zip file Figure 17 8 Output batching Confirming the jobs to include in the output batch zip file Confirm range x it Qu lutpur tput Please select what range of the pending output batches you wish to es make compressed archive tput All output batches p es j CO Confirm Abort vA RM vaowenrteru iwiagriuanv triitewviiviu v To cancel press Abort The dialog will close and the pending jobs will remain in the output batch list To proceed press Confirm The pending jobs in the range will be packed into a zip file removed from the output batch list and presented as a download Figure 17 9 using your browser s own method for downloading and saving files Often the option to either save the file or to open it with an application is given as in Figure 17 9 253 Output Batching Figure 17 9 Output batching Downloading the output batch zip file Logout Output Batches Reload nane to refresh the list File Download x Que Release Parameters Output batches pending Action 9 y I O1IN 2 batches successfully added to compressed archi amp Opening 20120220_02DCC_outbatch zip x Your file download was initiated You have chosen to open 02D la Your download should have started automatically y 5 20120220 _02DCC_outbatch zip u cou Pop ups in your browser Ifthe download failed ple which is a Zip archive link to the file from https s2 wmltd co uk ROY view 20120220 02DCC_outbatch zip What should I
73. 00 hours 0 _192 168 0 108 192 168 0 108 2011 01 07 12 01 AM offline O0 hours 0 _192 168 0 109 192 168 0 109 2011 01 06 4 35 PM offline 00 hours 6 192 168 0 11 192 168 0 11 2011 01 06 4 32 PM offline 00 hours 0 _192_168 0 110 192 168 0 110 2011 01 06 4 35 PM offline 00 hours N _192 168 0 111 192 168 0 111 2011 01 06 4 35 PM offline 00 hours _192 168 _0_ 112 192 168 0 112 2011 01 06 4 36 PM offline 00 hours _192 168 _0_ 113 192 168 0 113 2011 01 06 4 36 PM offline 00 hours _192 168 0 12 192 168 0 12 2011 01 06 4 3 offline 00 hours 0 192 168 0 13 192 168 0 13 2011 01 06 4 offline 00 hours _192 168_0 14 192 168 0 14 2011 01 06 4 offline 00 hours g g g g 2 PM 2 PM 2 PM 2 PM offline 00 hours 2 PM 2 PM 2 PM 192 168 0 15 192 168 0 15 2011 01 06 4 192 168 0 16 192 168 0 16 2011 01 06 4 192 168 0 17 192 168 0 17 2011 01 06 4 192 168 0 18 192 168 0 18 2011 01 06 4 offline 0O hours offline 00 hours offline 0O hours 2e00000 The report will pop up in a new tab or window in your browser as in Figure 12 4 Save this file and then import it into a spreadsheet to access and manipulate the information Note You will need to set your web browser to allow pop up windows for the appli ance manager If you
74. 0000 Status idle y9 group1 10100 tq tqsimple Fa 2 L W Enable F Taia x M Accept Jobs Vv Shared Add a new Class 10101 tq A re tafinal tqpcl tqps tqsimple I groupl To add a class enter a name for the class and select at least one member for the class Multiple queues may be selected by holding down the control key The input port defaults to the next available port number starting at 10100 Click on the add button to add the class to the system Note At least one queue must be configured before it is possible to add a class 75 Queue Management Click on the configure button gt to gain access to the full configuration interface for the class Classes have Input and Output options but no data processing options all data pro cessing is configured on a per queue basis 6 2 Queue configuration While some queue parameters can be modified in the print queue list full configuration options for each queue are reached via the configure button in the print queues list as shown in Figure 6 6 or by going to the Print Platform gt Queue Config page and switching to the required queue using the Switch to queue menu Figure 6 6 The configure button in the print queues list Print Queues System status System Load Average 1 72 This system has 25 licence credits with 12 in use A Total Inactive RAM 501 MB 58 MB Queue Name Input Info Output Destination Output Action Select Por
75. 1 51 44 yo tqfinal OOOOO Status idle Last Job completed at 2012 02 28 10 23 23 af y9 tqpcl 00000 Status idle Spe tqps 00000 Status idle yO tqsimple 00000 Status idle Last Job completed at 2012 02 17 17 02 07 y9 Queue info button Click to display a summary of the queue configuration Activity monitor The bars light up when jobs are processing on the queue Queue status The current status of the queue and information about the last job pro cessed on the queue Print user actions print file view jobs and print status page o 000 Print user actions The queue status line enables a number of print user actions which are described below Print file Click on the print icon to send a file to print on the queue You will be prompted to browse to a file Once a file has been selected it will be sent to print View jobs The view jobs icon provides a direct link to the Print Platform gt Jobs page see Sec tion 6 4 set to display all jobs on the selected queue Print status page Click on the print status icon 8 to send to print a queue statue report page Figure 6 3 providing queue details and status information and current system information 72 Queue Management Figure 6 3 Queue status report page WarIL Queue Status Report Queue Information Hame lig info Test kyo queue Location Maketiodel Kyocera Mita FS S500 Foomatiods 500 Device URI Ipai 127 00 gii
76. 2 gt winzk gt winzk3 gt al winxp_2 a 1501 vmdk new_wmlipp_vm vmdk rootfs vmdk wmipp pre vmware sata tre Name wmpp pre vmware Size 78 875 MB Modified Jan 16 2012 1 09 Type VM Disk File vm Datastore standard File Type VM Disk vmdk ou bro ani wit Virt ual ast Op ts ual Ne On the Properties window Figure 2 5 click Browse and browse to the location where you saved your vmdk disk image See Figure 2 6 then click OK it s not necessary to change Disk Mode Virtual Device Node or Policies from their default values Warning VMware Server will not make a copy of this disk image file it s up to you to keep a copy of the original disk image The disk image file will be read from and written to and may increase in size to a maximum of approximately 2 5 GB Figure 2 7 The Network Adapter window Create Virtual Machine Pages Network Adapter Name and Location Guest Operating System Network adapters give your virtual machine access to port groups that M a d Pr have been configured for virtual machine use on the host If no such iS Ba oo kl port groups have been configured you will not be able to connect to any network Hard Disk i gt Add a Network Adapter Properties Don t Add a Network Adapter Network Adapter Properties CD DVD D Propertie Flopp Proper USB troller wv OL dro
77. 251 Downloading output batches ssssessssessrsersrsersrssrsessrsenersessrsersrsees 252 17 Ae Outpuk batch templates sorodat ter E N a 256 Header and trailer templates nsnsessessrsessrsessrsersrsersrsersrserseserseserse 256 Document templates rrii E EA 259 17 5 Re printing spoiled documents ssssessssessrsersrsersrsersrsersesersessrsessrses 261 Setting up archiving on the final queue cceccescesccsecesccsceescasceees 261 Re printing the document sessssessrsessrsessrsersrsersrsersrsersrssrsrssrseserse 262 18 Print Outsource Sender Site aissis anea aa E eaaa 265 18 1 Print Outsource Introduction ssessessesseesesersessessessessesseeeeserrersessens 265 192 DEPIOVIMENE eera a E E 265 183 External NO DW OTK tages td ern ran rR T E acta 265 16 4 literal NCLWORK icy arc orreri a E EE eageetancaan 268 vi About this manual This manual describes the use of WML DataGateway software 1 Intended Audience This manual is aimed at IT administration staff who will be involved with maintaining and configuring the DataGateway and at print production staff who will be reviewing reports 2 Software Licence and Copyright The Software is copyrighted and all rights reserved by William Matthew Limited 22 Haxey Lane Haxey Doncaster South Yorkshire DN9 2NE UK Email Info wmltd co uk Important Before using the WML DataGateway Software please read the licence agreement carefully The righ
78. AIRFORD RETAIL PARK WESTFIELD YORKS W1 9GT Tel 01234 567890 7101 E9418 144 Template Management Example 7 8 Row list CSV data sales_contract Customer Copy CFG SUPPLIES 1 MINNS WAY FAIRFORD RETAIL PARK WESTFIELD YORKS WS SGT Tels 01234 567890 7101 E9418 Key value CSV The format of key value CSV data is shown in Example 7 9 The data is laid out as a table The columns of the table are delimited by the user specified separator character and the rows of the table by new lines The first left hand column contains the keys the second column contains the values In the example the key address1 has the value 1 MINNS WAY and key telephone has the value Tel 01234 567890 Note Unfortunately it is not possible to arrange the key value table as two rows in stead of two columns Example 7 9 CSV key value data WmlTemplate sales_contract copyLabel Customer Copy company CFG SUPPLIES addressl 1 MINNS WAY address2 FAIRFORD RETAIL PARK address3 WESTFIELD YORKS W1 9GT telephone Tel 01234 567890 refNo 7101 E9418 Specifying multiple jobs To specify multiple jobs in a single CSV file a string can be specified as a job separator Any lines of the CSV input containing this string will cause one job to end and the next to begin The job separator is specified in Print Platform gt Queue Config gt Text If the input data contains more than one job then it is necessary to specify an output queue
79. Advanced Options C oercictent Ready to Complete Changes are immediately and permanently written to the disk Nonpersistent Changes to this disk are discarded when you power off or revert to the snapshot The penultimate window shows some advanced options for your virtual disk Leave the virtual device node as SCSI 0 0 and click Next 46 Getting Started Figure 2 46 Ready to Complete a summary of your new virtual appliance x Ready to Complete Virtual Machine Version amp Click Finish to start a task that will create the new virtual machine Confiquration Settings for the new virtual machine Storage Guest Operating System Name datagateway Host Cluster lani58 wml Datastore datastorel CPUs Guest OS Other 2 6 x Linux 32 bit Memory CPUs 1 Network Memory 1024 MB SCSI Controller NICs 1 Selecta Disk NIC 1 Network VM Network Select Existin NIC 1 Type Flexible Advanced Options SCSI Controll LST LogicParallel Ready to Complete paga er Create disk Use existing disk Virtual Device Node SCSI 0 0 Disk file path datastorel wmlpp dg vmware sata tree3 20130228 15 Disk mode Persistent Edit the virtual machine settings before completion 73 Creation of the virtual machine VM does not indude automatic installation of the quest operating system Install a quest OS on the VM after creating the VM The last window shows a summary of the settings chosen for your new virtu
80. DF The message in the error may indicate a solution to the problem If not please contact your vendor for assistance with a description of the error 7 6 Overlay Templates Example workflow This section steps you through the basic work flow of creating and applying a template This will not cover every feature of overlay templates but provides a starting point for a new user and an overview of the process Create a print queue If you do not already have a print queue configured follow the instructions in Sec tion 6 3 Chapter 6 to create a queue In this workflow example we ll assume it s called newQueue this comes into play later on when we test the template Create PDF forms You can use almost any artwork program you like to generate your PDF forms You could choose a word processor such as OpenOffice org or Microsoft Office or a vector graphics program such as Adobe Illustrator or the open source Inkscape If the program does not have its own PDF output function then a PDF printer driver can be used to generate PDF output by printing to a file 130 Template Management Figure 7 26 Printing to PDF with OpenOffice org and PdfCreator B Untitled 1 OpenOffice org Writer File Edit View Insert Format Table Tools Window Help D Bua v Baa Yf BF B o e Default x Times New Roman B Fi U Printer nM Name PDFCreato Status Adobe PEE Microsoft XPS Document Wr
81. DF document The components of the web portal system are Customer facing portal A customer facing portal consisting of HTML and javascript only This is the page which the customer first lands on when they click the link in their email or SMS invitation 229 Electronic Document Delivery This page will contain a form which your customer should fill with any additional creden tials you want them to provide to authenticate their access of the document Below the form is the Get Document button The customer facing portal need not be hosted on the DataGateway system but it must reside on the same internet domain For example the customer facing portal might have the address https www company com documents html with the DataGateway being accessible as https datagateway company com Portal backend eddportalops cgi When the customer presses the Get Document button the javascript on the cus tomer facing portal makes a background HTTP request an AJAX call to a program called eddportalops cgi on the DataGateway Continuing the example from the previous item this would be a call to https datagateway company com eddportalops cgi The request contains the credentials on the form along with the document reference which will have been carried over from the document invitation If the provided cre dentials match the document reference eddportalops cgi will respond with a link to the PDF This may for example be https
82. File name of PDF overlay to apply if logic evaluates to true pdfoverlayback Optional PDF overlay to apply to the next page if the document has an additional page usepagevalues Optional If set to yes then rather than using previously collect ed document wide labelled values the labelled values are re ex amined on each page as it is processed This can be important if the same label is used on each page with different values as may be the case for Wm1MediaType or WmlMediaPosition De fault no Application This action can be applied either to a page or to an entire document whether the document s type has been determined or not Add out for mail barcode This DCC action adds a barcode to a page The barcode is created from the internal job ID of the document For example if the job ID is 157478 then the barcode will encode the string J LSTA Parameters The parameters for the Add out for mail barcode action are 179 Barcode type DCX Dy bch bcw bcetext Application Document Content Control The barcode type to be added Available barcode types are code39 usd3 code128 code128auto msi msi2mod10 msimod11mod10 msimod10 and msi mod11 The horizontal position of the barcode location from the left hand edge of the page in PDF units 1 72 inch or 0 353 mm The vertical position of the barcode location from the bottom edge of the page in PDF units 1 72 inch or 0 353 mm Optional The heigh
83. Firmware button 68 DataGateway Configuration Status and Control The system status and control page provides status information such as system load and memory usage the ability to shut down or reboot the appliance and a feature to allow WML staff to access the appliance for support To access the system status and control page Figure 5 10 select System Settings gt Sta tus Control Figure 5 10 Status and Control user interface Status Control System Uptime 0 944236 hours Shut down the system System Load Average 0 31 Persistent Storage 10 MB ma Reboot the system RAMDisk Storage 122 MB Total RAM 247 MB Active RAM 25 MB k EE Cached RAM 38 MB ow support staff to access this device here Buffered RAM 19 MB L Enable support access Inactive RAM 39 MB Connection ID Support access is not running System Log View Error with support access None _ Clear Error Refresh Status Support staff will require the connection ID to access your system System Status This section shows the current system status Most of the entries in the list are self ex planatory Persistent Storage is the amount of storage available on the on board hard disk or flash disk module for storing user files such as PDF forms When this runs low the user will be unable to add new PDF forms to the appliance The RAMDisk Storage is used for all temporary files and is half the size of the total in stalled
84. First go to Print Platform gt Queues To create a new queue we will fill in the details in the Add a new queue row of the Print Queues table Figure 6 18 Setting the new queue name Add a new queue aX 9109 lpd s passthru a Figure 6 18 Enter the name of your queue in the Name field Use upper and lower case letters numbers the dash character and the underscore character Queue names may not contain spaces Figure 6 19 Setting the input TCP port Add a new queue 7 x 9109 ipd passthru dh Figure 6 19 Enter a TCP IP port number for raw port printing This is the port on which the queue will accept print jobs A common port for print applications is 9100 which is the default on the DataGateway If you will not use raw port printing simply leave this set to 9100 Figure 6 20 Setting the queue information Add a new queue d x 9109 fpd e passthru dh Figure 6 20 Enter a description of the queue here which will help you administer the sys tem Figure 6 21 Configuring the output settings Add a new queue 7 x 9109 Ffipd o passthru da Figure 6 21 Choose an output data transfer protocol and specify the destination address and queue or port If you are sending data to a printer the most likely settings here are LPD the IP address or network name of the printer and passthru usually a network printer will respond on any LPD queue so passthru is simply
85. HP Business Inkjet 1200 hpcups 3 9 12 HP Business Inkjet 2200 hpcups 3 9 12 HP Business Inkjet 2230 hpcups 3 9 12 HP Business Inkjet 2250 pcl3 hpcups 3 9 12 100 Queue Management Figure 6 27 Choose the printer model from the second drop down menu which will now contain all the HP printers for which which the DataGateway has an installed PPD file Here an HP 2500c is selected Figure 6 28 Comitting the changes Figure 6 28 Press Update to change the the newly selected PPD driver The current PPD file should change to the new value all new queues have William Matthew PDF 1 0 by default 101 Queue Management Figure 6 29 Configuring PPD options Input Text Profiles Archiving Failover Alerts PPD Driver PPO Options Kyo Media Size Letter 8 5x11in En Media Size Index Card 3x5in Double Sided Printing off ig Media Source Auto Select s Media Type Plain Paper Print Quality Normal Color Duplexer Installed Mot Installed Update Figure 6 29 Any printer options available for the selected printer will now be available in the PPD Options tab Configure these to your requirements The new print queue is now ready for use You can send data to the queue using LPD RAW and IPP print protocols If you need to use a hot folder for transferring print data to the DataGateway archive your print data or configure other aspects of the queue please refer to the sections
86. Home x Q Type here to search l My Computer m peel VMware Workstation 9 E datagateway1 E esxtest2 Shared VMs Create a New Virtual Machine Virtual Network Editor 5 192 168 0 158 Create a virtual machine on this computer Change the network configuration used by virtual machines on this computer Open a Virtual Machine Workstation Preferences Open a virtual machine on this computer a Customize VMware Workstation to your way of working Connect to a Remote Server Software Updates Open virtual machines on a remote server l Check for software updates for VMware Workstation Virtualize a Physical Machine Create a virtual machine from an existing In the VMware Workstation Home tab click Create a New Virtual Machine The New Virtual Machine Wizard will open Figure 2 15 Select Custom advanced so that it will be possible to specify that we want to use an existing preformatted virtual disk Click Next Figure 2 15 The New Virtual Machine Wizard g VMware Workstation Oo File Edit View VM Tabs Help P 4 0 g O Library x Q Type here to search hd img My Computer E PdfPlus1 E barstorm1 E datagateway1 ED esxtest2 Shared VMs fb 192 168 0 158 Welcome to the New Virtual Machine Wizard What type of configuration do you want Typical recommended Network Editor Create a Workstation 9 0 virtual machine the network configuration used
87. INAL_RM backend Manual Threshold 8 When the release button is pressed a dialog is shown to choose the range of jobs to include in the output batch Figure 17 5 The options are All output batches Include all pending print jobs in the output batch Up to cut off time Choose a day and time All pending jobs which were re ceived before this time will be included in the output batch Up to cut off number Enter anumber N The first N pending jobs will be included in the output batch 291 Output Batching Figure 17 5 Output batching Confirming the jobs to release Confirm range x it Qu lutpur tput Please select what range of the pending output batches you wish to es make compressed archive tput All output batches 0 es CO Confirm Abort RM 4 To cancel the release press Abort The dialog will close and the pending jobs will remain in the output batch list To proceed press Confirm The pending jobs in the range will be spooled to the output queue and removed from the output batch list A confirmation message will display how many jobs were released to print Figure 17 6 Figure 17 6 Output batching Jobs released to print Q 1 batch successfully released Logout Output Batches I Date f Reload page to refresh the list Queue Output Queue Applied in Release Parameters Output batches pending Action O1INPUT No output queue download backend Manual Threshold 4 TSi batches 02DCC No output queue
88. If the labelled date is before this date specified as YYYY MM DD then the document will be held nobar ter Optional If the labelled date is after this date specified as YYYY MM DD then the document will be held absentlabelok Optional Whether a missing label is acceptable If no the document is held if the specified label is not found Default no The remaining optional parameters for this action are used to refine the process of select ing the labelled value and are as detailed for the Get labelled value action Application This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be applied to an entire document Check monetary value This DCC action checks the value associated with a label to determine if it is a monetary value determined by the presence of a currency symbol and if it is within a user specified range This action is based on finding a labelled value The label should be a normal piece of text lo cated on the page It is permissible for the label and value to be located outside the printable area of the page so that it may be acted upon but not seen when viewing the document If the specified value is found to be less than the minimum or greater than the maximum if given then the document will be held for review Parameters The parameters for the Check monetary value rule are tabel The value to be checked 182 Document C
89. It is permissible for the label and value to be located outside the printable area of the page so that it may be acted upon but not seen when viewing the document Parameters The parameters for the Get labelled document reference action are as detailed for the Get labelled value action with the addition of the following absentlabelok Optional Whether a missing label is acceptable If no the document is held if the specified label is not found Default no The remaining optional parameters for this action are used to specify barcode parameters for printing the document reference on the page in barcode form and are as detailed for the Add out for mail barcode action At least barcode bcx and bcy should be specified Application This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be applied to an entire document Get labelled value This action finds a labelled value and stores it in the DCC database using either the label itself as key or the value of the storeas parameter if given The label should be a normal piece of text located on the page It is permissible for the labelled value to be located outside the printable area of the page so that it may be acted upon but not seen when viewing the document The value associated with the label should be located near to the label For example in Figure 9 6 the label Annual Premium can be used to indi
90. Manual number of pages mode It makes this decision based on the number of pages in the input print document and the number of pages in the tem plate If the input print document contains the highest or equal highest number of pages the input print document is used as the basis for building the output document Otherwise the filter creates an empty PDF containing the number of pages specified for the template and uses that as basis Basis PDF form In certain cases it is desirable to use one of the PDF Forms in the template as the document basis Each active PDF form on page 1 of your template will appear as an option in the Basis menu Like this PDF form myfile pdf For example you might add a multi page PDF to your template and use this as the Basis The advantage is efficiency It is less processor intensive to use the largest PDF form as the basis when compared with the Basis Manual number of pages mode Note When you are using the DataGateway to print structured input data CSV or XML formatted key value pairs it is highly recommended that you use a PDF form as your document basis Num pages The number of pages in the template The exact meaning of this number is dependent on the document basis In Basis Input print data and Basis Automatic modes this is the number of pages which may be modified by the template If Num pages is set to 2 and a single page document is printed the elements
91. Matthew Limited 6 This Licence and the Software product may be transferred to a third party provided the third party agrees to all the terms of this Licence and that the transferring party retains no copies of the Software 7 William Matthew Limited reserves the right to terminate this Licence upon breach Vil About this manual 8 In the event of a termination all copies of the software must be destroyed or returned to William Matthew Ltd 9 Any disputes in respect of the Software Licence will be considered a breach of copyright and subject to English Law vill Chapter 1 Introduction WML DataGateway is a transactional and variable data printing solution It is available as an embedded hardware appliance or as a virtual appliance for VMware or Linux KVM DataGateway is an ideal solution to securely outsource print fulfilment from multiple locations to a central production facility Outsourced print processing can be achieved in real time No time is lost building up and distributing batch files which significantly extends the working day This makes DataGateway ideal for the production of documents which must comply with minimum time to customer regulations Outsourced print is never held in non volatile storage at the print fulfilment site which makes it suitable for use with documents which fall under the Data Protection Act DataGateway can incorporate document content control functionality Documents are parsed by the
92. Print Device talpad Jop Lee vg de go org 2T eA 7077 2009 LOS 2 IA 2oN Ie eo 00S Aa oe eo 202 Print Reports 11 1 Viewing reports in the web interface To access reports in the web interface log in and select Print Reports Your browser will display a page similar to Figure 11 2 Figure 11 2 View of available reports Will Available reports 2009 02 17 Available actions Re genera apat View Report View CSW 2009 02 18 Available actions Re generate Report View Report View CSW 2009 02 19 Available actions G ort 2009 02 20 Available actions Genera 2009 02 21 Available actions Gen 2009 03 17 Available actions Gene Available reports are shown in a list The very first entry is Generate Current Report This will generate an up to the minute report based on the current print log If you click the link the print log will be processed and then two new links will appear View Report and View CSV Click on either to view the report For each dated job log file which has been created in the system log store an entry is seen on the Print Reports page Here you have the option to generate re generate or view the report If you generate a report a second counter will count the time as the report is gen erated Note For a production system printing hundreds or thousands of jobs per day report generation may take as long as a few minutes to complete 203 Print Reports Figure 11 3 Viewing a report
93. RAM If this runs low then print jobs may stop processing through the DataGateway During the implementation phase it is important to ensure that the maximum print load will not cause the RAMDisk Storage to run out The View button for the System Log will display a pop up window showing the last few lines of the internal system log which resides on the RAMDisk and is not persistent across reboots The View button for Network Mounts displays a window showing mounted network shares This is used to verify that any archive and hot folder shares which have been con 69 DataGateway Configuration figured have been successfully mounted by the appliance and have sufficient storage avail able System Control This page provides shut down and reboot buttons Shut down The shut down button will display a confirmation dialog box After confirmation has been given the system will go through a safe shut down procedure The web interface will display a success message when it is no longer able to connect to the appliance s embedded web server Reboot If the user confirms a reboot the appliance will safely shut down then reboot The web interface will re connect to the appliance login screen as soon as the reboot is complete Support Access The DataGateway provides a remote access mechanism to allow support staff to access the appliance and investigate problems To use this feature the appliance must have
94. RBY LINCS Invoice no 7438 9293 W2 8AB Invoice date 2013 02 11 Project Operator Hours items At rate Amount Network infrastructure A Smith 12 20 00 240 00 project A Network infrastructure J Brendell 34 18 00 612 00 project A Network infrastructure J Brendell 34 18 00 612 00 project B Network infrastructure J Brendell 34 18 00 612 00 project C Network infrastructure J Brendell 34 18 00 612 00 project D Subtotal ase As in the Letter with variable content example the document may need to be continued on one or more extra pages Figure 7 52 shows a continuation template page for the invoice This uses a background form with an extended invoice table A continuation group for the invoice_items data group has been added to display any items which overflow from the master data group The continuation group will use the same data group rows as specified for the master data group so it will have the same column layout Additional variable data fields have been added to display subtotal VAT and total figures for the invoice Since these entries should come at the end of the invoice they have been set as Last page for the invoice_items data group in the element editor meaning that they will only be output when the last continuation page has been reached If there are no continuation pages the elements will be output on the original page 157 Template Management Figure 7 52 Continuation template pag
95. Update or Add a PPD file or Browse package 90 Queue Management A PPD file is a printer description It describes the options available for a particular printer and what data format the printer requires PostScript PCL raster data etc It s not actually a printer driver but it does specify which driver to use and what the parameters of the print driver should be The current PPD file is displayed at the top of the page You can view the content of the file by clicking on the file name A selection of PPD files are shipped on the DataGateway These are available for selection in the Choose printer make and Choose printer model menus First choose the make of your printer then a selection of models will be listed in the Choose printer model menu It is also possible to upload an individual PPD file or a package of PPD files via the Add a PPD File or package file upload dialog If an individual PPD file is uploaded it will be stored and added to the make model menus and set as the current PPD A package of PPD files is added to the make model menus PPD packages can be rpm pack ages deb packages zip archives or tar archives These are automatically uncompressed and unpacked All uploaded PPD files are listed in File Manager gt PPD Files When a PPD file is set for a queue the driver options for the printer will be made available see Driver options Internal data
96. Use an existing virtual disk which will open the next window shown in Figure 2 43 43 Getting Started Figure 2 43 Selecting an existing disk x Select Existing Disk Virtual Machine Version amp Which existing disk do you want to use as this virtual disk Configuration Name and Location Storage Virtual Machine Version Guest Operating System CPUs Memory Network SCSI Controller Select a Disk Select Existing Disk Advanced Options Ready to Complete 44 Getting Started Figure 2 44 Selecting the WML Virtualized disk file Create New Virtual Machine O Select Existing Disk Virtual Machine Version amp Which existing disk do you want to use as this virtual disk Configuration ick File P Advanced 0 Ready to Cg File type Compatible Virtual Disks vmdk dsk raw Help z Back Next gt Cancel Browse to the vmdk disk image Figure 2 44 in your datastore and select it 45 Getting Started Figure 2 45 Advanced disk options x Advanced Options Virtual Machine Version amp These advanced options do not usually need to be changed Configuration Specify the advanced options for this virtual disk These options do not normally need Name and Location to be changed Storage Virtual Machine Version Guest Operating System CPUs Memory Network SCSI Controller Select a Disk Independent Select Existing Disk Independent disks are not affected by snapshots
97. Will DataGateway User Manual a Innovative Technology DataGateway User Manual DataGateway User Manual Version 8a986b7 master 09 May 2013 Copyright 2013 William Matthew Limited All rights reserved Acknowledgements Microsoft and Windows are registered to Microsoft Corporation HP and PCL are trademarks of Hewlett Packard PowerEdge is a trademark of Dell Corporation VMware is a trademark of VMware Inc Linux is a registered trademark of Linus Torvalds Prescribe is a registered trademark of Kyocera Mita Corporation E amp OE Table of Contents About this tian al osissa ioie E sasaassacauaen vii Te Wratended Audiente nneiarniet irnia o e aa A e OaS vii 2 Software Licence and Copyrig hb isms ica i a aa vii Te MEP OCU CHOON ia vaad tesa sedteetamed seat adtanssawtecebed E EE r 9 2 Getting Started aienea aaa O E uae eneceunns 11 2 1 Panor Se Desna T E O RA 11 Setting up a Server based DataGateway sssssssessessessrssrsersersersrrseses 11 Setting up a Virtualized DataGateway ss sssssesssserserrersessrssrsersersrrserse 11 2 2 Aocessine the Consoles re S E EE E TETEA E 48 Accessing the console on Tempest appliances sssssssssesersessrsessrsessrses 48 Accessing the console on Virtualized appliances ss sssssssssesersessrsensrses 48 Accessing the console on Server based appliances ccsccseccecceesneeeees 49 2 3 IP address configuration esien aioa Eara Ea 49 Console IP addre
98. _contract Also reserved are the keys WmlDocRef and WmlSortKey If either is present then its value will be inserted into the info dictionary of the PDF file as a metadata item It is in tended that the customer or document reference number or identifier would be placed into wmlDocRef The Document Content Control module makes use of the WmI DocRef for automatic docu ment collation WmlSortKey is used for any information which should be used for pre out put document sorting For example this key could hold the destination postcode for the document and that information would then be used to mailsort the documents prior to printing Note Unlike the WmlTemplate key the WmlSortKey and WmlDocRef keys can only be specified in key value data XML or key value CSV 7 8 Using data groups This section provides examples of using the data groups feature of the Template Manager Letter with variable content Consider creating a template for a letter the contents of which are not known in advance In particular the main body of the letter may comprise several paragraphs the number and contents of which will affect the length of the resulting document We can use a data group element to indicate an area of the canvas to be filled with the para graphs in the main body of the letter A set of variable data elements will be specified for the group and as many of these as occur in the input data will be added to the data gr
99. a EMP TY Add Manual Key Data groups amp _Add Data Group _ Display Values will change the view in the template canvas to show the example value of each variable data element This is shown in Figure 7 18 Showing the example values provides a better impression of the way the document will print Note The manually created key firstkey has no example value and so it is displayed as EMPTY Data groups Variable data may be brought together in data groups A data group is an element which allows you to control the display of a sequence of related data with the placement of each data member being determined automatically When the input data is processed the elements assigned to a data group are positioned in sequence on the page according to the size and spacing attributes given for the data group If the elements fill up the space available for the group then a new page is created and subsequent elements are placed there This allows the flexible layout of variable length documents such as letters and invoices 124 Template Management Figure 7 19 Overlay elements Adding a data group Data groups New data groups s datagroupt Add Data Group Figure 7 19 shows the result of entering datagroup1 into the data group text field and pressing Add Data Group A heading New data groups has appeared with a single item datagroup1 Note the slash charact
100. a barcode of the searched text at a specified location on the page Trigger a template for the entire document Trigger a PDF form for a page which meets the logic rule s conditions Figure 8 1 An empty logic profiles page Logout Logic List Profile name Number of rules Action Please enter a profile name 3 Logic profiles like overlay templates are managed using a logic profile editor and a logic profile list To create the first logic profile go to Data gt Logic List see Figure 8 1 Figure 8 2 A new logic profile Logout Logic List Profile name Number of rules Action demaLagic 0 P 4 Please enter a profile name ok Add a new profile by filling in the logic profile name and pressing the add button The new profile will appear in the list as shown in Figure 8 2 Click on the configure button gt to access the logic editor page for the new logic profile The empty logic profile is shown in Figure 8 3 161 Logic Profiles Figure 8 3 A new logic profile in the logic editor Logout Logic Editor Logic Profile demoLogic Switch to profile demoLogic Create new New Profile Greate new rule Match Any AILO ofthe following conditions Condition s T Action Replacement text Replace with Save rule In Figure 8 3 you can see a Switch to profile menu and a New Profile button similar to those in the overlay template editor These function in the same way The primary re
101. a browser plugin to view PDF files the resulting file will appear in a new browser tab or window 129 Template Management Note If your browser blocks pop up windows then you will need to allow pop ups for the DataGateway It s necessary to choose a queue because some print jobs can only be processed with the help of per queue settings An example is CSV or text data There s no easy way for a machine to distinguish between comma separated values and plain formatted text so one of the per queue settings is an option to tell the queue to treat text data as CSV or formatted text If you are testing CSV print data then ensure you test with a queue which is set to treat text data as CSV Other per queue settings which may affect the output from your template include Prescribe emulation settings and formatted text emulation settings Warning Some care should be taken when choosing the Queue settings from option If you choose a queue which applies document content control DCC you may see a status PDF from the DCC system instead of the expected PDF generated from your template This is because DCC typically outputs onto a separate DCC output queue If the print file is accepted for processing but there is an error in your template or a prob lem with the queue you are using for the test you may see a WML error page PDF appear in your browser This will be a plain document stating that an error occurred while manip ulating the P
102. a start date and for custom date ranges an end date Click on the Submit button to return the results Note Dates should be of the form DD MM YYYY or YYYY MM DD where any non nu meric separator character is allowed or YYYYMMDD without separators A sep arator character is required if the date order is day month year 197 198 Chapter 10 File Manager To access the built in file manager select File Manager from the top level menu Your browser will display a page similar to Figure 10 1 Figure 10 1 The DataGateway s file manager Will Logout Form Files Output queue Default o Upload a new file Browse Find enter search string Search File Name File Type Action Select example_invoice_wml pdf PDF B B x E example_tandcs pdf PDF B B X 5 example_invoice_wml_plus_packing_tandcds pdf PDF B m X a wml_innovtech pdf PDF B s x a wml_masthead pdf PDF gt TS The File Manager has a number of sections listing files relating to different features of the DataGateway Form Files User uploaded PDF files for use as forms or digital stock e Log Files Daily system logs stored on a network share or on internal storage e Archive Files Archived print jobs in PDF format stored on a network share or on internal storage e PPD Files User uploaded PPD driver files All User Files Shows PDF form files and any files generated with the print diagnostics feature enabled in Print Platform gt
103. al machine Figure 2 46 Click Finish to create the VM After creating your new virtual machine a new item will appear in the inventory for your ESXi host Figure 2 47 You can also access the console of your virtual machine in the vSphere client to find its IP address Connect a browser to the IP address to access the Data Gateway web user interface Note There is no need to install VMware tools on a WML Virtualized VMware tools enhances the user experience when using a mouse within a graphical environ ment The DataGateway has no graphical console and hence VMware tools is not used 47 Getting Started Figure 2 47 The new appliance summary tab File Edit View Inventory Administration Plug ins Help B A Home p sh Inventory p Ep Inventory eu gt 6 80 DB e O p a E 192 168 0 158 datagateway r datagateway Getting Started Summary ResourceAllocation Performance Events Console Permissions General Resources Guest OS Other 2 6 x Linux 32 bit VM Version 8 CPU 1vCPU Memory 1024 MB Memory Overhead 101 12 MB Consumed Host CPU Consumed Host Memory Active Guest Memory Refresh Storage Usage Provisioned Storage 3 64 GB VMware Tools Not running Not installed Not shared Storage 2 45 GB IP Addresses Used Storage 2 45 GB Storage 2 Drive Type Capacity DNS Name amp datastore1 Non SSD 460 25GB 45 State Powered Off lt gt Host lani58 wml Active Tasks Network ee
104. allows you to select from a list of example variable data keys or to specify the key text manually The controls below the list can be used to delete or re order the entries The first entry in the list is para 9N The special tag N is used to indicate sequentially numbered elements In this example the entry indicates variable data elements with keys paral para2 and so on When an input job is processed variable data elements with the corresponding keys will be added to the data group until the key for the next N is not found At this point the next element in the list if there is one will be added The remainder of the keys displayed in this example are normal variable data keys These are used to append the valediction and so on to the body of the letter 147 Template Management Below the key list are fields for the height and spacing of the data group The Spacing field governs the spacing between individual variable data elements in the group Data group formatting also depends on width text wrapping and line spacing settings which are found in the Position section of the element editor Text wrapping is enabled by default for data groups Figure 7 42 shows the result of processing an input data file containing two variable data entries for the paragraphs in the main body of the letter The two short paragraphs are added in sequence followed by the closing lines of the letter as specified in the variable data ke
105. ances and Groups Enter the correct IP address for the DR backup system and press Add appliance Check the DR checkbox to designate this as a DR backup system All configuration settings and firmware upgrades will now be transferred to the DR back up system Settings and data including the contents of the Document Content Control 216 Appliance Manager database are transferred twice daily Firmware upgrades are pushed from the main system to the backup system shortly after the main system is upgraded Warning The DR backup system should be running on the same infrastructure as the main system Either both should be KVM based such as those which are supplied by WML as hardware appliances OR both should be VMware based If one system is KVM based and the second is VMware based firmware upgrades applied to the main system will not propagate to the DR backup system The DR backup will hold its existing IP address settings until it is rebooted as a DR main system This is done by accessing System Settings gt Status Control on the DR backup system On this system there should be a reboot icon labelled Disaster Recovery Reboot If this is pressed the DR backup system will reboot and take on the personality of the DR main system including its IP address settings Warning It is very important to ensure that the main system is offline when the DR back up is brought up with Disaster Recovery Reboot otherwise IP address conflicts
106. and end numbers and a number of other pieces of information To define how the header and trailer will appear templates should be set up in the Template Manager and selected in Batch header and Batch trailer The template specified in Document template is applied to all the pages in the output docu ments and allows the document sequence number the page number page count date and time to be applied to each page in the output documents For further details about the output batching functionality see Chapter 17 Queue info The queue info tab Figure 6 17 displays a summary of queue and printer details for the current queue Figure 6 17 Queue configuration Queue Info tab Logout Queue Config A Switch to queue mainPrinter S Print status page Input Text Failover Alerts PPD Driver PPD Options Kyo Settings Output Queue Info Queue Name Make amp Model Printer Info Printer Location Printer Device URI mainPrinter HP 910 hpcups 3 9 12 Main queue for Prescribe Ipd 192 168 0 43 passthru data processing View full job listing No jobs are currently processing on this queue No jobs have completed on this queue 6 3 Queue configuration Example workflow This section describes the basic steps required to create a new usable print queue on the DataGateway It doesn t describe every setting refer to Section 6 2 for that but instead gives an overview of the initial configuration of a new queue 97 Queue Management
107. ange in the number of available processors 40 Getting Started Figure 2 40 The Network window x Network Virtual Machine Version 8 Which network connections will be used by the virtual machine Configuration Create Network Connections Name and Location Storage How many NICs do you want to connect Virtual Machine Version Guest Operating System CPUs Memory Network VM Network Flexible ka Iw SCSI Controller Select a Disk Ready to Complete Connect at Network Adapter Power On La If supported by this virtual machine version more than 4 NICs can be added after the virtual machine is created via its Edit Settings dialog Adapter choice can affect both networking performance and migration compatibility Consult the VMware KnowledgeBase for more information on choosing among the network adapters supported forvarious guest operating systems and hosts In the Network window Figure 2 40 you can select the number of virtual network interface cards to assign to the virtual machine The default of a single NIC is usually suitable for a DataGateway By default the NIC for the virtual machine will join the same network as the ESXi host 41 Getting Started Figure 2 41 Selecting the virtual I O controller type x SCSI Controller Virtual Machine Version 8 Which SCSI controller type would you like to use Configuration SCSI controller Name and Location Storage BusLogic Parallel Virtual Machine Version
108. ary tab in vSphere client for the ESXi host 192 168 0 158 File Edit View Inventory Administration Plug ins Help a Home p si Inventory p ff Inventory at g E iO 192 168 0 158 lan158 wml VMware ESXi 5 1 0 799733 Evaluation 60 days remaining E datagateway1 Getting Started Summary Virtual Machines ResourceAllocation Performance Configuration Local Users amp Groups Ev Dell Inc CPU usage 32 MHz Capacity PowerEdge R210 II AE TEE 4 CPUs x 3 192 GHz Memory usage 1094 00 MB Capacity Intel R Xeon R CPU E31230 ili 4085 79 MB 3 20GHz Storage Drive Type Capacity datastorel Non SSD 460 25 45t lt gt Network Type VMNetwork Standard port group lt Y Name Target or Status contains Clear Details Initiated by Requested Start Ti Start Time Completed Time gt gt gt Evaluation Mode 60 days remaining root Creating a new Virtualized appliance is carried out in the VMware vSphere client user in terface This is accessed via an icon in your start menu or on the desktop When you open vSphere client you must connect to the IP address of your VMware ESXi host Once you have connected to the ESXi host you will see the vSphere client Getting Started screen Figure 2 30 shows the vSphere client with the Summary tab showing Figure 2 31 VMware images on the WML web server Firefox iil Index of datagateway cm wmitd co uk datagateway
109. asis is set to one of four possible values which are described below Basis Input print document If the input print document is used as the basis then the output print jobs will always have the same number of pages as the input print document This mode is used when you expect print jobs of different sizes to print on your queue Note Use input print document mode if you want to apply the same template ele ments to the first few pages of every document but your print jobs are of vari able length in pages Basis Manual number of pages If you specify Basis Manual number of pages then the DataGateway will create an empty PDF containing the specified number of pages and use that as the basis for building the output document In this mode output print documents will always contain the number of pages specified in the Num pages field in the template settings box Note Use this mode if your input print documents contain fewer pages than you would like to print 113 Template Management For example you could add terms and conditions to the second page of your single page invoice documents by setting Basis Manual number of pages Num pages 2 and placing a PDF form containing the terms on to page 2 of your tem plate Basis Automatic This is the default basis for new templates In Basis Automatic mode the WML print filters will choose between Basis Input print document mode and Basis
110. ated at one office to a digital fulfilment facility at a separate location outsourcing the print production This chapter will focus on the configuration necessary at the sender site at which print data is generated for production else where The configuration of the DataGateway sited at the production facility is covered in a separate chapter Note The networking of the DataGateway is very flexible Configurations described in this chapter can be modified to suit the networking requirements of the site For example while many customers use a NAT firewall router as connection to the public internet a direct connection without NAT is also possible At the sender site the WML DataGateway is connected both to an internal network from which print data originates and to an external network which is connected to the public internet The internal network and external networks may be connected to separate net work interfaces on the DataGateway though this is not always necessary Some sites will prefer to install a separate dedicated network connection to carry print data other sites will prefer to route to the public internet via their existing lines A stan dard DSL line is capable of carrying significant volumes of print data so in most cases an expensive dedicated line is not required 18 2 Deployment Figure 18 1 shows the devices which together form the print outsource link There is a sender DataGateway a sending firewall router a
111. atisfied with the PDF documents generated with your template you are ready to print a document through your queue Before printing you must bind your tem plate to the queue 137 Template Management Enter the Print Platform gt Queue Config page and switch to your new queue Figure 7 40 Binding a template to the queue Queue Config A Switch to queue newQueue Print status page Input Text Profiles Archiving Failover Alerts PPD Driver PPD Options Kyo Settings Output Choose an overlay template for this queue from the list below or Choose a logic profile for this queue from the list below select Triggered if you wish to switch templates dynamically using the input data for a print job Use logic profile None A When Triggered is selected the name of a template should be included in the input data to select the template required Use overlay template newlemplate Update Select the Templates tab Figure 7 40 The menu labelled with Use overlay template se lects the template which will be applied to print jobs passing through this queue Select your new template and press the Update button Send your print data to the DataGateway using your preferred method LPD IPP raw hot folder or HTTP POST and verify that the document prints as expected 7 7 Using structured input data Structured input data is print data sent as a series of specific data items the value of which may vary between print jobs
112. atted report containing All managed appliances with status e Groups with lists of appliance members Full listing of Pushes both complete and incomplete including appliances to which the pushes apply 211 Appliance Manager Figure 12 4 Viewing the full report of managed appliances and groups e v e x A http localhost 8000 view 201 1 01 31 amreport csv v _ 7 WML Data Gateway Secu fo http local amreport csv op Appliance Manager Report Generated for host wmlpp at 2011 01 31 9 36 AM Appliances ID Address Last status Online Uptime Load 192 168 0 1 192 168 0 1 2011 01 06 4 32 PM offline 00 hours 0 192 168 10 192 168 0 10 2011 01 06 4 32 PM offline 00 hours 0 _192 168 0 100 192 168 0 100 2011 01 06 4 34 PM offline 00 hours 0 _192 168 0 101 192 168 0 101 2011 01 06 4 34 PM offline 00 hours 0 _ 192 168 0 102 192 168 0 102 2011 01 07 12 07 AM offline 00 hours 0 192 168 0 103 192 168 0 103 2011 01 06 4 34 PM offline 00 hours 0 192 168 0 104 192 168 0 104 2011 01 31 9 36 AM online 24 days 18 8639 hours 6 192 168 0 105 192 168 0 105 2011 01 06 4 35 PM offline 00 hours 0 192 168 0 106 192 168 0 106 2011 01 06 4 35 PM offline 00 hours 0 192 168 0 107 192 168 0 107 2011 01 06 4 35 PM offline
113. be prompted to select a queue on which to print the document Reasons for holding a document Any documents that are deemed by the system to be incomplete or otherwise unfit for re lease will be held back for review by system administrators Some of the reasons for holding a document are listed below Document not identified An unidentified document is one which cannot be identified by the system This may occur if the document is not found to contain an identifier page which may occur if the identifier page was not recognised by the system or if there is not enough information to identify the document type from the contents of the identifier page Documents which do not include an identifier page may be completed by the addition of another document portion containing an identifier page as long as there is a unique doc ument reference that occurs on each separate part providing a means of identifying the separate sections as part of the same document If the document identifier page is present but has not been recognised or if it has not been possible to identify the document type from the contents of the identifier page the config uration will need to be modified as necessary to identify the page or document type before the system will allow the document to be released The stipulation to hold unidentified documents may be relaxed using the Release uniden tified documents option in the profile settings see Releasing unid
114. ber If you use Page elements you can use the element with id equal to 0 for variables which apply across the job as shown in Example 7 3 Example 7 3 Page elements within a job with Page ID 0 lt Job id 1 gt lt Page id 0 gt lt Page ID 0 means this isn t a page it s for the whole job gt lt variable key WmlDocRef value Report10002 gt lt Page gt lt Page id 1 gt lt variable key invoice_num value 125 gt lt Page gt lt Page id 2 gt lt variable key invoice_num value 126 gt lt Page gt lt Job gt Example 7 4 shows the document wide key value directly within the Job element Exam ple 7 4 is exactly equivalent to Example 7 3 In both cases this information is to be used to build a report on which the value for invoice _num is 125 on page 1 and 126 on page 2 The unique document reference for the job is Report10002 140 Template Management Example 7 4 Page elements within a job lt Job id 1 gt lt variable key WmlDocRef value Report10002 gt lt Page id 1 gt lt variable key invoice_num value 125 gt lt Page gt lt Page id 2 gt lt variable key invoice_num value 126 gt lt Page gt lt Job gt Ifthe template is specified with WmlTemplate for the entire document then the template is expected to have as many pages as there are Page elements in the XML or the template should have an Others page Note See Se
115. ber of jobs have been printed on the queue an alert email will be sent out to the recipients listed in System Settings gt Email see Email settings in Chapter 5 DataGateway Configuration Set either Time Threshold or Minimum Jobs Threshold to 0 to disable monitoring If a status message is required even when the minimum threshold has been exceeded check the Send monitoring email even when checkbox To configure the system to send an alert email for every single job processed during the monitoring working hours check the box Send monitoring email for EVERY job To save the queue alert settings click on the Update button PPD driver To select a PPD driver for the queue select the PPD Driver tab Figure 6 12 Figure 6 12 Queue configuration PPD Driver tab Queue Config i 7 J Tk gt T i se AP Fes 1 Di p J je COMI j Ly Uration ror Mea rr rite i E F LIEUe Cal Switch to queue mainPrinter Print status page Input Text Failover Alerts PPD Driver PPD Options Kyo Settings Output aor m PPD Irivar Lo fw Tee of Current PPD file is HP 910 hpcups 3 9 12 f j 2 f d rat rp i P amns z f 7 F m mi Eyi Ar TAr IFEN ar A A Uen TO G F LA FIV rr Either choose a new PPD driver from the list or upload a new PPO file PPO files describe the options available on a particular printer Choose printer make HP em Choose printer model HP 910 hpcups 3
116. c 1 RX packets 3 errors dropped overruns frame RX packets 2 errors dropped ove frame TX packets 2 errors dropped overruns carrier 6 TX packets 2 errors dropped overruns carrier collisions txqueuelen 1666 collisions txqueuelen 1688 RX bytes 746 746 8 B TX bytes 118 1 1 KiB RX bytes 684 684 6 B TX bytes 1186 1 1 KiB Interrupt 18 Base address 8x2888 Interrupt 18 Base address 8x2888 WML Secure Print Data Gateway WML PrePrint Kyocera Prescribe Emulation wMlpp login _ wMlpp login _ To direct input to this virtual machine press Ctr G ma E vmware Porsee We hope this walk through for VMware Server is useful Other VMware infrastructure op tions will differ from VMware Server but the process will be similar to the one shown above VMware Workstation walk through This walk through demonstrates the set up of a Virtualized appliance on VMware Work station version 9 0 running on Microsoft Windows 8 Note It is assumed that you have VMware Workstation version 9 0 already installed on your PC For help installing VMware Workstation please refer to the VMware website Creating a new Virtualized appliance is carried out in the VMware Workstation user inter face This is accessed via an icon in your start menu or on the desktop 20 Getting Started Figure 2 14 The Home tab of the VMware Workstation user interface File Edit View VM Tabs Help gt al ga Belo Library
117. cate the value 284 35 while Total Amount Due can be used to indicate the value 334 35 186 Document Content Control Figure 9 6 Example of labelled values in a document Annual Premium 284 35 Legal Assistance 35 00 Travel Accident Plan 15 00 Total Amount Due 334 35 The parameters to this action are used to refine the location of the value with respect to the label All user defined labelled values are stored in the DCC database field LabelledValues This field exists both in the table docTable which contains information about held doc uments and in out putDocTabl1le which stores information about output documents If addt odoc yes the value is also stored to the PDF document information dictionary Parameters The parameters for the Get labelled value action are Label The text label for the value of interest butnot Optional A text token that should not appear in the same phrase as the label end Optional A text token which marks the end of the value for ex ample xrange Optional Horizontal search range in PDF units 1 72 inch or 0 353 mm Default 10000 yrange Optional Vertical search range in PDF units 1 72 inch or 0 353 mm Default 10000 xf zz Optional Horizontal search fuzz PDF units Default 36 yfuzz Optional Vertical search fuzz PDF units Default 36 storeas Optional Storage label if required to be different from Labe1 storeemptyva
118. ceweasel do with this file a T SS a Open with Archive Manager default S Ena Save File C Do this automatically for files like this from now on cancel Terms and Conditions Warning If you choose to open with or view the zip file instead of immediately saving it be sure to save a copy before closing it Some browsers will automatically present a download dialog with the option to open or save the zip file Most browsers will first require the user to allow popups Some browsers including Microsoft Internet Explorer make it impossible for a web site to present a down load If you are using one of these browsers you can simply click the direct link in the WML File Download dialog Figure 17 10 Figure 17 10 Output batching Using the direct link to a zip file File Download x ieu 2 batches successfully added to compressed archive file jut We Yourfile download was initiated que Your download should have started automatically you ll need to allow pop ups in your browser If the download failed please click this direct UR link to the file view 20120220 02DCC outbatch zip If the transfer of the file is interrupted the direct link can be re used to make another attempt at downloading the batch file 254 Output Batching If the File Download dialog is closed and batch file has been lost then you have one more get out of jail free card left Witho
119. ch zip files These have a user de finable format Generally these would be stored on a network share but it is possible to have them stored on local storage Note Do not be confused by the existence of etc wml outbatch This con tains in progress print files which will either be released to a printer or com bined into a completed output batch zip file Both etc wml outbatch and etc wml outbatchshare may exist in normal operation Chapter 4 Disaster recovery and backup procedures This chapter describes strategies for making a backup of your production DataGateway so that a replacement system can be re created in the event of it failing Warning Please note that WML s standard maintenance contracts do NOT cover the re build of a solution following a hardware failure unless virtual machine backup images can be provided or a WML disaster recovery system is in place 4 1 Backup Automated backup with WML s disaster recovery system The best way to backup your DataGateway is to implement WML s disaster recovery system This is implemented as a feature in the Appliance Manager module see Section 12 6 The production system is configured as the DR master and has the Appliance Manager module installed A second backup DataGateway is configured to act as the DR backup The DR master automatically pushes all configuration and archive files to the DR backup twice per day It also makes a database dump of the mysql da
120. ction 7 5 for more detail about the Template Manager The Others page in a WML Template specifies the layout for all pages which are not uniquely laid out For example you may specify a first page layout for a letter a second page layout for some terms of business then an Others page for all continuation pages after page 2 You can use templates as page templates rather than as document wide templates In this mode you specify a WmlTemplate for each page in the job Only the first page of each template is applied to the page of the document Example 7 5 shows a full annotated example of an XML input batch file for multiple jobs 141 Template Management Example 7 5 Full XML example lt xml version 1 0 gt lt WmlXmlData gt lt Batch reference string gt lt variable key WmlBatchRef value Input Batch Name gt lt Batch default template gt lt variable key WmlTemplate value someTemplate gt lt Job id 1 gt lt Page id 0 gt lt Page ID 0 means this isn t a page it s for the whole job gt lt variable key WmlDocRef value Doc 1 gt lt Page gt lt Page id 1 gt lt variable key keyl1 value somethingl gt lt Page gt lt Page id 2 gt lt variable key keyl1 value somethingl 1 gt lt Page gt lt Job gt lt Job id 2 gt lt NB No page elements in this one page is implicitly equal to 0 gt lt variable key WmlDocRef value Doc 2 gt
121. d values The DCC actions available for document types are e Add PDF overlay on logic e Hold on logic e Apply media controls e Set output queue e Associated pages on logic e Store PDF size e Disallow phrases e Tag output queue Electronic document delivery e Trigger output queue The DCC actions that may be applied to all documents are as above with the addition of the following Labels must match Labels must not match Please refer to DCC actions for information about individual DCC actions To add a DCC action select the required action from the dropdown box If the action re quires parameters a Parameters field will appear together with text indicating the pa rameters that you should provide Enter the parameters and click on the add button to add the entry to the list of DCC actions Note The initial parameters are mandatory these must be entered in a specif ic order and are specified as values only Optional parameters follow these may be entered in any order and should be specified as key value pairs e g mat chcase yes Parameters should be separated by commas An existing DCC action can be modified at any time by editing its entry in the list of actions DCC actions DCC actions provide a mechanism for performing a range of operations on completed doc uments including validation manipulation and information gathering 176 Document Content Control Some sample DCC actions a
122. data in two forms of CSV ordered and key value Ordered data is simply a list of values separated by a special character with no keys in the listing as described below the keys are implied Key value data is a table of key value pairs Note The field separator character can be specified in Print Platform gt Queue Config gt Text DataGateway will auto detect whether the data has been arranged as ordered CSV or in key value pairs Care must be taken to ensure that the separator character does not appear in either the keys or the values otherwise unexpected and confusing results will be seen Ordered CSV Ordered CSV is asimple list of values one value following the next separated either by new lines or by the separator character The new line can be either the line feed Oxa LF or n character used in Unix including Linux and Mac systems or the DOS carriage return line feed pair Oxd Oxa CRLF or r n The ordered list has implied keys Internally DataGateway assigns this list the keys 0 1 2 3 and so on The ordered list can be separated by new lines with a new value on each new line as shown in Example 7 7 or by a user specified character such as a comma default or semi colon see Example 7 8 In both examples the implied key 0 is sales_contract key 1 is Customer Copy and so on Example 7 7 Column list CSV data sales_contract Customer Copy CFG SUPPLIES 1 MINNS WAY F
123. data was previously being rendered The WML Kyocera Prescribe emulation follows the definition of the Prescribe page descrip tion language given in the Prescribe Technical Reference 4 51 available from Kyocera 239 Kyocera Prescribe Emulation Figure 15 1 Prescribe emulation configuration interface Input Text Failover Alerts PPD Driver PPD Options Kyo Settings a rhen z rilati 5 rescripe Cmu etion FETLTIN Configure the Prescribe Emulation parameters here Orientation Portrait s Duplex mode Simplex S Top margin cm 0 84582 Bottom margin cm 27 9984 Left margin cm 0 Right margin cm 19 794 Paper width cm 21 Paper height cm 29 7 Bottom clip cm 28 9984 Right clip cm 19 794 Default resolution 300 dpi S Country code US ASCII S Default cassette CASS 1 CASS 1 digital stock wml_letterhead pc CASS 2 digital stock Specify a tag Letterhead CASS 3 digital stock Specify a tag s Plain CASS 4 digital stock Specify atag S Character set ISO 6 ASCII Persistent state L Save printer state and macros between jobs Update 15 1 Basic Defaults The basic parameters orientation duplex mode default margins paper width and height and clipping parameters will be familiar to all users and function according to the Prescribe specification The country code and character set are used to select the appropriate internal character set and glyphs according to the Prescribe speci
124. datagateway company com view edoc abcdef abcdef abcdef pdf The customer facing portal will then display this PDF file in the customer s browser As the customer s browser accesses and then completes the download of the PDF the DataGateway records these events for the electronic delivery audit trail Built in customer facing portal Although you will almost certainly wish to integrate the provided HTML and Javascript into your own website the DataGateway does provide a plain portal of its own which is always accessible as eddportal cgi This can be useful as a reference for building up your own portal eddportal cgi works as a customer facing portal exactly as described above making an asynchronous background HTTP request to the eddportalops cgi to allow the customer to download the PDF document Customer portal sample files You can download the portal sample files from http wmltd co uk eddPortal zip eddPortal zip contains four files eddPortal html eddPortal css and eddPortal js are the components to include in your customer facing portal js jquery eddportal js is the core functionality of eddPortal js for reference eddPortal html Customer portal HTML The HTML for the customer facing portal is a simple form contained within a specially named div element called wmledd_wrapper lt START WML Electronic Document Delivery Portal HTML gt lt div id wmledd_wrapper gt 230 Electronic Document Delivery lt
125. ded backup Restoring factory defaults To restore factory default settings for passwords and network click on Factory Defaults A confirmation dialog box will appear Firmware To access the system firmware controls Figure 5 9 select System Settings gt Firmware Figure 5 9 Firmware Firmware i j FF H fi i Current OS Version wmipp pre stl66 ide tree s1 20100 730 1327 Current free ramdisk space 125524 KB OK No Firmware Image Uploaded yet Refresh Firmware Image Upload Browse FETI Ware Revert to the last version of the firmware Revert Firmware To perform a firmware upgrade you must first upload a new firmware image to the device either by browsing to the file by uploading a firmware image into the update directory via FTP or by using scp sftp to copy the firmware image into the tmp uploads update directory Details of the current and uploaded firmware images are shown on the page Click on Refresh if you have uploaded an image and it is not yet displayed When the image has been uploaded the Update Firmware button will be displayed Click on the button to start the update process The process will reboot the appliance Avoid in terrupting the firmware update which takes approximately 45 seconds in total The brower will re connect to the user interface when the update has completed To revert to the previous version of the firmware click on the Revert
126. dered to be complete until the document has 226 Electronic Document Delivery been downloaded successfully by the customer or the admin user has printed the document for mail The system can be set up to revert to hardcopy if a document remains incomplete after a given time period Using the customer support interface The Electronic Delivery gt Search page provides a customer support interface for the elec tronic delivery system This allows customer support staff to search documents that have been processed by the electronic document delivery system and to check on the delivery status of a given document or to troubleshoot any problems that a customer may be having with gaining access to their document A user can search for a particular document using any of the customer delivery details name date reference email address or mobile number or by using the access code gen erated for the secure portal delivery method The search results show a summary of infor mation for each matching record and the delivery status of each document Figure 13 3 Figure 13 3 Searching the electronic document delivery database Search terms E8KJ or BGTZ Search Results Name Creation date Customer ref Mobile Email Access code Status Action J Waite 2011 12 19 17 02 48 T20916 3 mo E8KJ Not yet delivered S Gl J Waite 2011 12 20 10 05 40 T20916 3 jlwaite wmitd co uk BGTZ Cancelled at ra 2011 12 20 11 28 34 ie So bs fi The status of a
127. derscore _ Deliver electronically M Suffix pdf Archive expiry 0 days Update To turn on archiving check the Archive jobs to network attached storage box This will activate the Share Type drop down and other form controls allowing you to select the storage to be used for the archive Selecting a share NFS Linux Unix shares To connect to a Linux Unix NFS share choose NFS Linux Unix from the Share Type drop down Enter the path to the NFS share in the following format Network IP Address folder path For example 192 168 100 100 input_data The NFS server s exports file should be configured to allow both read and write access to the directory path input_data in the example An example of a suitable line in etc exports on the NFS server is janmput data 192 168 0 0 255 255 255 0 rw no_root squash sync subtree check If the NFS share is to be used as an archive Share then correct permissions must be set on the share directory on the NFS server The following would be required for an archive share specified as 192 168 100 100 archiveData 85 Queue Management On the server it would be necessary to change the user on this directory to root or 0 and the group of the directory to 7 which is the GID for the lp user on some systems root nfsServer chown 0 7 archiveData Finally ensure that both user and group are able to read and write to the directory root nfsServer chmod ugtr
128. des controls to publish or revert any unpublished changes A new profile will display an initial status indicating that it has not yet been published 168 Document Content Control If you choose to publish the profile your changes to the configuration will go live immedi ately The published date will be updated to the current date and time If you choose to revert the profile any changes since the last published date will be dis carded Profile settings You can modify the details of an existing profile by editing the fields in the Profile settings box Figure 9 2 Figure 9 2 Profile settings Profile settings Name my test profile Core profile O0 amp Inherit from new test profile b Release unidentified documents O Re order identifier page L a Core profiles and inheritance You can designate the current profile as a core profile by checking the Core profile setting A core profile may be used to define a core set of properties such as page types that will be the same across a number of specialised implementations Other profiles can inherit properties from a core profile meaning that it is not necessary to redefine common elements for each specialised implementation You can set a non core profile to inherit from one or more core profiles if any exist with the result that the settings in the selected core profile s will take effect as if they were in the current profile Releasing unidenti
129. ding a labelled value The label should be a normal piece of text lo cated on the page It is permissible for the label and value to be located outside the printable area of the page so that it may be acted upon but not seen when viewing the document If the labelled value is found the system will select and apply the PDF overlay with name matching the value appended by pdf if it exists For example if the selected value is 178 Document Content Control form1 then form1 pdf will be selected from the PDF form files directory If the file does not exist then the action will fail resulting in the document being held for review Parameters The parameters for the Add PDF overlay action are as detailed for the Get labelled value action Application This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be applied to an entire document Add PDF overlay on logic This DCC action uses logic to determine whether a specified PDF should be overlaid on the page A logic expression is evaluated based on the value of detected labelled values flagsets page types document types or the processing queue name If the logic evaluates to true on a given page then a specified PDF is overlaid onto the page Parameters The parameters for the Add PDF overlay on logic action are Logic expression See Logic based DCC actions pdfoverlay Optional
130. do not do this you will probably see a message stating that the browser blocked a pop up when you try to create the appliance report 212 Appliance Manager Managing pushes Figure 12 5 Creating a new push and choosing a configuration to push out to the appliance Add new push operation x Push name Example update pi Group colour Actis Description Pushing setti to one box muon oc O Start after Config testc i Firmware wmlpp pplus kvm sata tree5 20110106_1432_img Window ends Reboot Shutdown Cancel Add Push z a a a RH Add appliance Use the add push icon to create a new push for an appliance or group A dialog will pop up for the push details as shown in Figure 12 5 Enter a name for the push a short description and choose the configuration Figure 12 5 shows the configuration menu displaying five options two example settings configurations a single firmware upgrade file and the standard commands Reboot and Shutdown The number of options in this menu depends on the number of configurations and firmware images which have been uploaded on the Stored Configurations and Stored Firmware pages If the push should be applied as soon as possible choose ASAP in Start after Figure 12 6 Otherwise choose a start time and a time when the push window ends The system will attempt to apply the push during that window Unfortunately it s not possible to specify a particular date for a p
131. do not need to archive locally store log files locally for long periods of operation or run an internal database In practice DataGateway systems typically require more storage as they will in most cases run an internal database MySQL archive document data and store log files internally PdfPlus and PrePrint systems usually work well with the default disk file All WML Print Platform appliances will recognise the presence of a second virtual hard disk and make use of this disk to store all persistent data in place of the persistent partition of the Virtualized appliance disk file When the second disk is first detected during a boot of the Virtualized appliance the system tests it to see if it already contains the persistent files from a WML Print Platform system If it does contain files it is attached as the persistent storage and boot up continues as nor mal If it is empty then the boot up procedure first copies all the files from the Virtualized appliance disk file s persistent partition to the second disk then completes boot up using the second disk as persistent storage To make use of a second disk simply create a new disk in VMware or KVM create a Linux ext3 filesystem on the entire disk that is don t create any partitons on the new disk en sure it is attached to your virtual machine as the second disk and reboot your appliance Ideally the new disk should appear as a SCSI disk to the operating system It should appear
132. e ob sequence number 0001001 VV SII x i Search returned 1 file Logout Archive Files iJ Aa Search for files Options 0001001 Search Search files for FINAL_COUR queue Displaying 1 result Clear Search File Name File Type Action Select 2012 02 21 0b0001001_dcecOut1000_987987_pdf pdf PDF ae pat p WE To view the document and verify that it is the correct one press the blue folder open icon the document should open in a pop up window or in another tab To spool it for printing press the printer icon A dialog will open in which it is possible to select the queue to which the re print should be sent Note It is possible to set a security flag in the system to remove the queue menu from this dialog In that case the document can only be re print to the queue on which it would normally be output or to another fixed re print queue Figure 17 22 Output batching Re spooling a spoiled document Search 7 deat MES IUI FINAL_CLVUR v queue iach Print file x Please choose a queue on which to print the file jut1000_987987_ FINAL COURS Action Cancel Print Ms 263 264 Chapter 18 Print Outsource Sender Site 18 1 Print Outsource Introduction This chapter describes how to configure your network and firewalls to enable two Data Gateway devices to transfer data from one site to another This technique is typically used to transfer print data gener
133. e Figure 7 9 You can also choose to create a new template by uploading a template archive as saved under Template operations Figure 7 9 The new template dialog box Create new template x Enter a name for the new template Please enter a name for the or select a template archive file to upload Upload Template Cancel Create Template operations Below the Template settings box is the Template operations box This allows you to du plicate the template or save the template to a file Pressing Duplicate will create a copy of the current template with an automatically gener ated name the name of the original template with copy appended 111 Template Management To save the template press Create Archive This makes up an archive file containing the layout of the template and all PDF forms which are part of it and allows you to download it with your brower The file is called template tar Note To upload the template tar file to another DataGateway so that the template can be used on that system use the New Template button in the Switch template box The Create new template pop up has an Upload Template button Template settings The template settings box provides a number of settings which are template wide That is they affect all elements in the template or they affect the way the template operates Figure 7 10 shows the template settings box Note Any change made in any of the fields in the
134. e 13 2 Example HTML email template lt p gt Your document Ref lt strong gt custref lt strong gt is ready lt p gt lt p gt Please visit lt a href http mysite com login gt http mysite com login lt a gt and log in to your customer account to download your document lt p gt lt p gt Kind regards lt br gt Sales Team lt p gt Text message templates These templates are used for text SMS messages The maximum number of characters al lowed for a text message is 160 characters A warning message will be displayed if the cur rent message is close to or over this limit Remember to allow enough room for dynamically inserted information such as the customer reference Example 13 3 Example SMS template Your document Ref Scustref is ready Please visit http mysite com login and log in to download your document Sales Team Default and queue specific templates As well as the set of default templates you can create and manage templates for a specific queue If one or more queue specific templates for a given message type are available for the queue on which a document is processed those will be selected otherwise the default templates will be used 13 3 Using electronic document delivery Setting up a queue for electronic document delivery Electronic document delivery may be enabled for a given queue on the Archive page of the queue configuration section see Archiving in Chapter 6 Queue Mana
135. e 7 47 Note that the data group area is displayed with a background showing gridlines These will help us later with setting up the layout for the data group 152 Template Management Figure 7 47 Adding a data group to the invoice template a invoice_items Add Data Group For this example we need to create a row of variable data elements for each invoice item We ll do this using the Create data group row controls which are accessed using the button at the bottom right of the data group key list Figure 7 48 153 Template Management Figure 7 48 Creating a data group row for the invoice_items data group Enter the data group row manually or use the controls to select variable data keys to be included in the row For rows with more than one entry specify position X and width W for eachkey Enter key text Data group row Po Each data group row may have a number of entries or columns In the simplest case the row is a single entry and the only thing that needs to be specified is the variable data key that indicates the data value to insert For tabular data the row can be specified as a number of columns each of which has a position and width within the row Figure 7 48 shows the controls for creating a data group row with columns You can use the variable data key dropdown and the X position and Ww width fields to specify each column using the add button
136. e LJ High 4 djs 171 Document Content Control Page type identification phrases Page types are identified by means of user specified identification phrases Figure 9 4 These are phrases which may be linked positively or negatively with a given page type By defin ing a set of identification phrases and specifying the strength of association of each with the page type it is possible to use the occurrence of these phrases on a page to determine whether it is of the given type Note To keep your profile streamlined try to use as few phrases as possible to identify each page type To enable a page type to be identified populate the list of page type identification phras es with phrases that are likely or unlikely to appear on pages of this type Try to select phrases that are specific to the current page type to avoid getting hits for the phrases on pages of other types You can choose to match the case of the phrase to make it more specific Without case matching you can expect more hits for some phrases The notes field allows you to record information about why a phrase has been included where it is expected to occur and so on This information will not have any effect on the analysis Strength of association For each identification phrase you must indicate the strength of association of the phrase with the current page type It is useful to think of this in terms of whether the phrase is a strong weak neutra
137. e VMware Infrastructure Web Access interface Figure 2 13 shows a Windows desktop with two running Virtualized ap pliances a DataGateway and a PrePrint Figure 2 13 Two VMware virtual consoles one is a WML DataGateway the other is a WML PrePrint appliance AEE bttp 1270 012308 ui wi VMware Infrastructure Web Access seb 127 0 0 1 Application Virtual Machine Administration B 2 D gt A Help Virtual Appliance Marketplace Log Inventory Ei datagateway1 v E seb vostro Summary Console Tasks Events Permissions a datagateway1 amp datagateway2 E preprint1 Performance Status i 1 X 2 338 GHz Power D gt 0 018 GHz Powered Guest OS A Memory 256 MB Other 2 6x Linux 32 bit i 10 MB VMware Tools Install VMware Tools es Virtual Hardware Version Version DNS Name Not Available P Not Available F datagateway1 VMware Remote Console Devices preprint VMware Remote Console Devices acpid starting up Weacpid starting up acpid 1 rule loaded acpid 1 rule loaded acpid waiting for events event logging is on acpid waiting for events event logging is on Current eth network config Current eth network config eth Link encap Ethernet HWaddr 06 8C 29 61 F4 78 etha Link encap Ethernet HWaddr 66 8C0 29 E4 C5 66 inet addr 229 129 Bcast 192 168 229 255 Mask 255 255 255 6 inet addr 68 229 128 Bcast 19 9 255 Mask 255 255 255 6 UP BROADCAST RUNNING MULTICAST MTU 156 Metric 1 UP BROADCAS NNING MULTICAST MTU etri
138. e actions relating to PDF forms are immediately saved on the DataGateway 128 Template Management Figure 7 24 Overlay elements Changing the start page for a PDF form Realtime Static Data Variable Data Forms Available PDF forms Activate an existing PDF form Select Activate or upload a new PDF form file Upload Form File Active PDF forms Filename example_invoice_wmil pdf Start on Del_ Profile settings Testing print data Once you have created your template you will want to verify that it produces good output The Test data upload interface provides the facility to upload an example print file via the web interace The test data file is processed as if it were a print job and a PDF is returned to your browser This allows you to test your template without the need to set up a print environment Figure 7 25 Test data upload box Test data upload Queue settings from test Upload Test Data Figure 7 25 shows the test data upload box It consists of a menu to choose the queue whose settings should be applied to the test and an upload button You can upload any data which can be processed by the DataGateway The print data format will be automatically identified and the data will be passed through the relevant WML data filters to apply the template If you have
139. e for the invoice Figure 7 53 shows the result of processing a data file for a longer invoice which runs on to a second page 158 Template Management Figure 7 53 Invoice with overflow to continuation page Shofflakd S57 BAA fol i OES 123 AT Invoice address FAQ John Davies 1 The Avenue Rondelord OSTERBY LINCS We BAB INVOICE CONTINUED Operator Network infrastructure A Smith ac he project E Network infrastructure project A Network infrastructure Network infrastructure project E Network infrastructure A Smith A Smith project A Network infrastructure project B Network infrastructure project C Network infrastructure project D Network infrastructure project D project E Please make all cheques payable to Wj Payment Terms are within 340 days from Payment Terms are within Y0 days from the date of invoice Please make all cheques payable to William Matthew Limited 55 Workey Road ShetMei S67 SAA Registered in England No 1238 ES TVAT Reg No 123 MZM 159 160 Chapter 8 Logic Profiles Logic profiles provide a way to trigger data manipulations on incoming print data based on the content of the data Each logic profile contains a number of logic rules A logic rule contains a number of logic conditions If these conditions are met by the incoming document then the logic action is carried out Logic actions include e Text search and replace Insert
140. e or IP Address Output Protocol Last Job stopped at 2012 02 08 11 51 44 Ipd 3 127 0 0 1 Last Job completed at 2012 02 28 10 23 23 Last Job completed at 2012 02 17 17 02 07 lIpd ie System status ite System Load Average Total Inactive RAM 501 MB 58 MB Output Action Select Port Queue O Name JO z Ei l Gp tafinal L fas hy i amp az JO i Cai i O ac ii amp C Co J passthru Please note that Info field is hidden at narrow browser widths For access to this field your browser window should be 1000px or more wide Editing a queue Changes made to the queue name take effect as soon as focus leaves the queue name field Modifications made to other fields should be saved by clicking the update button Note The queue name may contain upper and lower case letters numbers the dash character and the underscore character Queue names may not contain spaces Click on the configure button gt to gain access to the full queue configuration interface for the queue A queue may be duplicated by clicking on the duplicate button This will create a copy of the queue including full configuration details You will be given the opportunity to edit the automatically generated name for the new queue before the new queue is created An existing queue may be removed by clicking on the delete button You will be prompt ed to confirm the deletion You can also delete multipl
141. e placed Choosing Automatic will cause the imposition system to choose the most suitable output page size A4 input pages will be laid out on A3 paper A3 output can be forced or if A4 is chosen for Media size then the input A4 pages will be scaled to A5 size then laid out 2 to an A4 page side Page scaling is likely to be required as A3 production printers will often have a slightly smaller printing area than 2 A4 pages due to mechanical constraints on the way the paper is handled in the machine The Separate output queue option allows for imposed pages to be output separately from the rest of the document In this case it is usually necessary to output section cover sheets to indicate which document each section belongs to Job tickets Some production printers cannot make use of PostScript MediaType selectors in the PostScript pagedevice To select media type and other features for these printers it s of ten necessary to add proprietary extensions to the print data in the form of a job ticket or header Currently this feature allows only KDK comments to be added to the PostScript header to define features required on Kodak Digimaster presses Note WML would expect to extend the job ticket feature as necessary based on cus tomer requirement Output batching The batch output protocol is only available if the production print features are licenced This allows the jobs processed on a queue on the DataGateway to be stored up
142. e queues by checking the Select checkbox for each queue then clicking on the delete selected button 78 74 Queue Management Adding a print queue To add a queue fill in the queue name input port output protocol destination network name or address and output port queue name in the Add a new queue area then click on the add button The queue will be added to the system Note The queue name may contain upper and lower case letters numbers the dash character and the underscore character Queue names may not contain spaces The input port defaults to the next available port number starting at 9100 a value which is commonly used in printing applications It is possible for two queues to respond on the same raw port In this case the first queue alphabetically will respond to incoming print data on the shared port unless you have enabled per IP address filtering in the input tab of the queue configuration To find out more about how queues can respond based on sender and destination IP addresses see the section called LPD raw input settings Classes The DataGateway can be configured with print classes A print class is a group of print queues Print data sent to a print class will be forwarded to members of the class in rotation The classes interface is similar to that for print queues Figure 6 5 Figure 6 5 The classes list Class name Input Port Info Member Queues Action Select LJ group 0
143. e queues in this box Share based input To print files from a network share the DataGateway first mounts the network share then scans it on a regular basis every second for new files to print When it finds a file it monitors its size then when the size has been static and non zero for 3 seconds the settle time it spools it for print Empty files with zero size are not printed The DataGateway logs the existence of empty files in the input share with a message like this Oct 16 10 08 35 wmldevice ctrl 731 Ignoring zero sized file tmp hotfolder myqueue file pdf This log message is repeated every 60 seconds Caution The input share settle time is only 3 seconds Files must be fully copied onto the input share within this time scale Care must be taken with the share based input method if your application creates files on the input share using file access programming techniques If you use functions such as fopen in C or file streams in C you must ensure that your application creates the file in less than the settle time of 3 seconds Suppose your application creates a file in the input share sends some but not all of the print data into the file then pauses for more than the settle time before completing The DataGateway will see the the file size is non zero and has remained static for 3 seconds so it will pick up the incomplete job and attempt to print it To avoid this problem you can use t
144. e recipient using the given template Email message templates Email message templates allow you to specify the wording of customer notification emails Typically you might include information about the document and for secure portal deliv ery instructions about how the recipient can gain access to the document A very simple example is given in Example 13 1 Example 13 1 Example email template Your document Ref S custref is ready Please visit http mysite com login and log in to your customer account to download your document Kind regards Sales Team Email messages may be provided in two alternative formats plain text and HTML The text version must be provided while the HTML version is optional If an HTML version is avail able the email message will be sent in HTML format with the plain version available as a fall back for mail clients that do not accept HTML emails Note Care should be taken that the text content is the same for both HTML and plain text versions of an email message since some mail clients may consider mes sages in which the plain text and HTML parts differ as junk mail You can use the HTML template to send a message which includes layout formatting im ages and so on Standard HTML markup should be used to generate the desired look and feel For example Example 13 2 shows an HTML template corresponding to the plain text version in Example 13 1 223 Electronic Document Delivery Exampl
145. e stream of documents from a CDL Strata system re quires two queues on the DataGateway The input queue accepts PostScript invokes the stratapstocsv filter which outputs a PDF status or error page and if successful it creates a print job of the extracted CSV on the output queue The output queue acts as a standard template creation queue building a document using the CSV input data and on board templates 16 2 Strata input queue In order to cause PostScript files to pass through the stratapstocsv filter rather than the default wmlgspstopdf filter it s necessary to change a file which controls the conversions between different formats Go to Print Platform gt Platform settings gt mime convs Find the line which reads application postscript application pdf 60 wmlgsps2pdf Replace this with application postscript application pdf 20 stratapstocsv Now save mime convs then go to Print Platform gt Platform settings gt Cups Control Press Restart CUPS This ensures that any incoming PostScript is passed through stratapstocsv The PDF status output of stratapstocsv is then passed to either your printer or into a destination share or the null output For testing it is helpful to pass the status output to a share in PDF format so select a PDF PPD in Queue gt Queue Config gt PPD for your input queue The output queue to which jobs should be sent is configured in Print Platform gt Queue Config gt Text gt Output queue Y
146. e template viewed in the Adobe PDF Reader Firefox a WML Data Gateway Secure 3 Demo_For_Manual Demo F 3 ap Innovative Technology This text in italic originates from the input print job A line of static text as a footer 106 Template Management Figure 7 3 shows the result of passing a simple input print job to be processed by the ex ample template 7 2 Overlay elements An overlay element is an item of data to be applied to a page of a print job This might be a piece of text a group of texts an image or even a complete PDF In fact these are the four categories of overlay elements text elements data group elements image elements and PDF form elements Each overlay element has an element type The different types are Realtime data A text element whose value is generated as the data is processed e g the date e Static data A text element which always has the same value e Variable data A text element which is defined with a key The value is provided at pro cessing time with input print data Variable data elements can be simple single elements e g customer_name filled with the value Mr Smith as well as Data Groups to lay out tables and multiple paragraphs Data group A set of text elements which should be laid out over a given area Used for documents with variable size such as those with a variable number of paragraphs or variable length tables
147. e v New folder Q Type here to search lt 20 2 MB A isi My Computer Ft Favourites datagateway1 vmdk E PdfPlust E Desktop VMDK File E barstorm1 B seb 78 6 MB datagat 1 aPN Je Downloads Downloads Shortcut E esxtest2 E S Recent places Shortcut amp Shared VMs a 864 bytes E 192 168 0 158 Libraries pplus1 vmdk F Documents VMDK File 78 9 MB ad Music wmlpp dg vmware sata tree3 201 it Pictures 30305_1630 esx vmdk on to your way Videos wmlpp dg vmware sata tree3 201 Homegroup 30305_1630 esx flat vmdk VMDK File VMDK File y File name datagateway1 vmdk VMware virtual disks wmdk Y Convert existing virtual disk to newer format The chosen virtual disk can be converted to the newest format supported by this Workstation 9 0 virtual machine However after conversion the virtual disk will be unusable with older virtual machines Choose to keep the existing disk format or convert it and press Next You ll see the final window in the wizard Figure 2 28 When you click Finish your Virtualized virtual appli ance is ready to use 29 Getting Started Figure 2 28 Ready to Create Virtual Machine a summary of your new virtual appliance g VMware Workstation 0 File Edit View VM Tabs Help gt lo Ola Library x E Q Type hereto search z Ready to Create Virtual Machine J Click Finish to create the virtual machine Then you can
148. e what went wrong In addition to the success and error elements in the XML the parameters of the request will be returned back to the caller which can be helpful when testing the process An example of a successful response is shown below The success element contains the message Successfully spooled data to followed by the target queue name testgm in the example lt xml wersion 1 0 gt 79 Queue Management lt DOCTYPE WmlSendFileResponse gt lt WmlSendFileResponse gt lt copies gt 1l lt copies gt lt dataSizeBytes gt 674 lt dataSizeBytes gt lt jJobId gt 34933 lt jobId gt lt queue gt testgm lt queue gt lt success gt Successfully spooled data to testgm lt success gt lt title gt test lt title gt lt user gt seb lt user gt lt WmlSendFileResponse gt In the next response the call failed because the user did not pass a data file lt xml version 1 0 gt lt DOCTYPE WmlSendFileResponse gt lt WmlSendFileResponse gt lt dataSizeBytes gt 0 lt dataSizeBytes gt lt error gt Please pass document data in the parameter data lt error gt lt WmlSendFileResponse gt The full list of elements in the response XML copies The number of times to spool the data to the target queue dataSizeBytes The number of bytes of data presented in the POST or GET Always re turned whether request is a success or not error An error message If present the data was not accepted onto the que
149. earlier in this chapter for details 6 4 Jobs The Print Platform gt Jobs page shows lists of currently processing and completed jobs It shows details for a limited number of jobs by default the last 500 print jobs are listed This number can be adjusted in Print Platform gt Platform Settings by going to the Cups Control tab and setting the MaxJobs parameter Jobs printed on individual queues can be shown using the Print queues menu The size of the job lists can be limited with the Number of jobs menu If job data is held in addition to job info by setting the parameter PreserveJobFiles in the Edit cupsd conf tab of Print Platform gt Platform Settings then jobs can be re printed via this interface Note that re printing here will be from the original input data so if any meta data has been applied to the job previously such as the current date or time or if a PDF form was applied and has since changed the print job may render differently from the 102 Queue Management originally printed version For accurate re printing of jobs the job archiving and re print feature should be used File Manager gt Archive Files 6 5 Platform settings Print settings which are not specific to a single queue are configured via the Platform Settings page Cups Control All WML Print Platform products use CUPS for print data transport This tab allows certain CUPS parameters to be changed by the user and allows
150. el Members if applicable Queue Status Status ide shared Lasi Job slopped al 20720249 11 5144 Enabled YES Accepting System Information Firmware whilpp dg kvm sate teed 204 20228 0964 Hostname wmilpp Total Memory 501 ME IP address 182 166 0122 Acthe Memory 45 MB Innovative Technology Wac address S525406 SiTe Buttered Memory 39 ME Load Average 1 57 inactive Memory 61 ME Printed at 749 Pl SVD Print admin controls The print queues list provides admin controls which allow simple administrative tasks to be carried out on existing queues and which facilitate the addition of new queues The print admin controls for an existing queue are revealed by clicking on the status line for the queue The controls will appear in a new line below the queue status line and labels for the controls will appear in the queue list header Figure 6 4 Click on the status line again to hide the controls Tip To show or hide the print admin controls for all queues click on the queue list header 73 Queue Management Figure 6 4 Print admin controls This system has 25 licence credits with 12 in use Queue Name Input Info Port tq O00000 Status idle tq 9100 Test queue Enable wd Accept Jobs V Shared tqfinal 00000 Status idle tqpcl O00000 Status idle tqps 00000 Status idle tqsimple O00000 Status idle Add a new queue 9109 Note Destination Network Nam
151. eleased This will concatenate the files regardless of type so care should be taken that the files which are stored in the output batch are in a suitable for mat for concatenation PCL and PostScript are suitable PDF is not Determines whether the batched jobs are stored on the RAMdisk or within local storage before release If set to Manual Threshold then batched jobs will be re leased manually or when a threshold number of jobs are ready for release Otherwise this specifies the time in the day when the system will automatically release pending jobs How many jobs must be present before and output batch is released If set to 0 then any number of files may be batched and no automatic release will occur This is a menu of all the templates stored in the Template Manager If a template is chosen here then it will be applied to each job included in an output batch If set to None docu ments are unmodified as they are included in a batch The template to use for the output batch header document output before the start of the batch The template to use for the output batch trailer document output at the end of the batch 249 Output Batching Figure 17 2 Output batching Header and trailer templates Output Batching Enable vi Output queue FINAL_RM S Batch the output ft Concatenate jobs a Temp files RAM only a Daily release time Manual Threshold Release threshold 0 Docu
152. ements are enclosed by char acters The date element appears on the canvas as Date the Time element as Time The date and time realtime data elements are intended to be used in time stamps to prove the date at which a job was processed for printing or archival The format in which the date and time are printed is configured in the template settings The title realtime data element is filled in with the job title This may be set by the user if the print data has been transferred to the DataGateway using the LPD or IPP protocols which allow the specification of a job title If a hotfolder has been used to transfer the print data onto the DataGateway then the filename of the print file in the hotfolder will be used If raw TCP IP data transfer has been used or if the title has not been set when using LPD or IPP the title will print as unknown The Source IP realtime data element will contain the IP address of the sending computer system if either the LPD or the raw TCP IP protocols have been used to transfer print data onto the DataGateway Note Unfortunately the sender s source IP address cannot be determined when the IPP protocol or hotfolders have been used for print data transfer Static data elements Static data is the simplest overlay element It is an unchanging piece of text a word or phrase which always prints in the same way Static data can be used to make simple amend ments to documents with
153. ends the overlay template editor see Overlay template manager It presents a view of an overlay template canvas which can be filled in by a customer or by a sales assistant working with the customer Secure Forms is enabled by entering a suitable licence key in System gt Licences Typically an overlay template is set up with a PDF form as the background providing graphical content and a set of variable data elements In the Secure Forms interface each variable element is presented as a text entry field When the form has been completed the sales assistant selects the Print option and the document is printed and archived Note Why Secure Forms Because the graphical content of the form is not held on the client device For example Imagine a retail store is using Secure Forms with tablet devices The sales assistant has customers fill their details into the form using the tablet If the tablet is stolen the ability to reproduce the form which is likely to be a financial document is not taken with the tablet it s still locked in the store s server room Secure Forms is implemented using web technology It s simply a web page Like the rest of the DataGateway it makes extensive use of Javascript so client devices must conform to the minimum browser requirements 235 WML Secure Forms Figure 14 1 A template ready to be presented as a Secure Form Pagel 2 Y T W B Ot OK A Will SALES CONTRACT Name _
154. ent Select your new queue here we called it newQueue from the menu below Queue settings from Press the Upload Test Data button and use your browser s file dialog to select your input print data Figure 7 39 The test print job displaying in a new brower tab example policy cert letter pdf new pdf application pdf Object Iceweasel File Edit View History Bookmarks Tools Help SMM ensaioa polcy cet tterndinewpd ST Coogee SS ji WML Data Gateway Secur example_policy_cert_letter 3 s 8 D 013 Te 2010 09 17 3 58 PM Will Miss J Waite 87 Country Lane Seatown Lines LN4 5NL Reference No T20916 3 The test print data will be uploaded onto the DataGateway it will be processed through the current template using any queue specific settings from newQueue which will generate an output PDF file Your browser will be re directed to open the PDF file in a new tab or window Figure 7 39 Note It s important to allow popups in your web browser If you upload a test file and no output PDF document appears this may be the cause The example shown in Figure 7 39 shows the input print data a letter to a Miss J Waite merged with the PDF form a WML letterhead and the date and time realtime data ele ments which have been printed as the date and time when the test data example was pro cessed Bind the template to the queue When you are s
155. entified documents Incompleteness An incomplete document is one which does not contain all its required constituent parts Documents with this status may be completed by the addition of one or more sections con taining the missing constituents as long as there is a means of identifying these separate sections as part of the same document such as a unique reference that occurs on each sep arate part Failed DCC action A document may be held if a DCC action fails This may mean that the document failed a validation check or that a manipulation or information gathering action failed to complete satisfactorily Documents with this status will be held for review by a system administrator Output documents The output documents page displays a list of all documents that have passed through the document content control system 196 Document Content Control By default documents for the current date are displayed You can also search for documents that match a particular search string or display all documents in a specific date range Each entry gives the document reference document type number of pages page types as short tags as well as information about how the document was handled whether it was printed directly collated or released the Status column the queues on which it was processed and output and the release date Searching output documents You can search for documents that contain certain terms withi
156. ents in output batch 2 Output queue to which documents were sent ROYALMAIL Innovative Technology William Matthew Limited 22 Haxey Lane Haxey Doncaster DN9 2NE UK Tel 44 0 1427 753920 Fax 44 0 1427 752761 aed lab 3 Email igogai enuk Web www wmuideouk Company registration No 4179007 VAT registration No GB 755 7739 80 Document template The header and trailer templates are generated from information gathered about the doc uments in the output batch but make no changes to the documents themselves In contrast the output batch Document template see Figure 17 2 provides a way to over lay the document ob sequence number page number page count date and time on each document when it is released for printing or download 259 Output Batching The same set of pre defined keys are available as for building header and trailer templates See Figure 17 14 for details Figure 17 17 Output batching Editing an output batch document template Switch template Test data upload OUTBATCH_OVERLAY New Template Queue settings from O1INPUT Upload Test Data Realtime Static Variable Forms Pagel D Variable data 0004705 0004742 Date Time Page Page count Display Keys Delete Example Data a 0004705 0004742 a 112 a OutBatchQ a 43 0004701 a EMPTY Figure 17 17 shows an output batch document template being edited It shows realtime el ements Date Time
157. ents of the div with id EddFeedback to x have a specified border background colour or an icon x RddFeedback is used to display status and error messages to the user E g for a dark grey border By EddFeedback gt div border lpx solid 8e8e8e Uncomment the following line to hide autocompleted form x fields if desired La wmledd_field_completed display none END WML Electronic Document Delivery Portal CSS 231 Electronic Document Delivery eddPortal js Customer portal javascript The javascript for the customer facing portal requires the jquery javascript library See http jquery org jquery ui http jqueryui com a third party library called jquery scrollTo js and two supporting WML javascript libraries jquery wmldbg js and jquery fwebui js These libraries are listed in eddPortal js which can be incorporated into your web site s HTML as it stands or you can extract the javascript files from eddPortal js and reference them using your own lt script gt tags If your webpage already includes the jquery library code you can modify eddPortal js to remove the duplicated library code The actual javascript code for the portal excluding the supporting libraries js jquery eddportal js is quite short FF F Electronic Document Delivery Document Portal Copyright 2011 2013 William Matthew Limited Authors Seb James lt sjames wmltd co uk gt
158. er PPD Options Kyo Settings Output Queue Info Current PPD file is WilliamMatthew PDF 1 0 gt Either choose a new PPD driver from the list or upload a new PPD file PPD files describe the options available on a particular printer Choose printer make Apollo melt Choose printer model First choose a m Update or Add a PPD file or Browse package Figure 6 25 The most important configuration setting for the queue is the PPD driver This is where you define how the DataGateway should format the document before it is sent to 99 Queue Management its destination The PPD driver selects which of the DataGateway s internal printer driver filters is used to convert the job from the DataGateway s internal format PDF into print er ready output Refer to the section called PPD driver if you need to upload your printer manufacturer s own PPD file Here we will assume that the PPD file for your printer has already been up loaded to the DataGateway Figure 6 26 Selecting a printer make KONICA MINOLTA Raw TallyGenicom Tektronix WiliamMatthew Xerox Figure 6 26 Choose the printer make from the drop down menu In this example we re selecting an HP printer Figure 6 27 Selecting a printer model HP 910 hpcups 3 9 12 HP 915 hpcups 3 9 12 HP 2000c hpcups 3 9 12 HP 2500c hpcups 3 9 12 HP Business Inkjet 1000 hpcups 3 9 12 HP Business Inkjet 1000 hpcups 3 9 12 HP Business Inkjet 1100 hpcups 3 9 12
159. ers enclosing the data group name These indicate that this is a data group element and are not part of the data group name When the data group is placed on the canvas its name will move to a list under the heading Existing data groups Figure 7 20 Data groups are highlighted in pink on the canvas with a grid background that indicates the area used by the group The area can be adjusted using the width and height fields in the element editor Other attributes such as font size and line spacing can be set in order to control how the elements in the data group will be formatted Figure 7 20 Overlay elements Canvas with data group _Salutation_ Data groups Existing data groups a letter_text Add Data Group The first data group added to the canvas is the master data group You will be able to specify a set of variable data elements to be included in the group and to control the layout of the group Subsequent copies of the data group will define continuation areas into which elements defined for the master group may overflow These can be on the same page or on a special continuation page Note It is only possible to edit the variable data keys for a group through the mas ter group element You can adjust the layout and formatting of a continuation group but the list of variable data will be disabled Some examples of using data groups to display variable input data can be found in Sec tio
160. esessessensensesseeseseesersessense 109 Saving changes to the template s ssssessssessrsessrsessrsessrsessrsersrsersrsers 110 Template management sssssssssrsessrsessrsessrsessrsersrsesrsersrsersrserseserse 111 Template Seto an a E E O ER 112 AC HCATAV AS psi hd a aE a E EN A daaaaee imal 116 The overlay elements user interface ssssssssssrsrssrseserseserserersesersee 118 Testine prn dataen penean a A E A 129 7 6 Overlay Templates Example Workflow sscssccsccssccsccsecescescesscasceess 130 Created DYING GUEN rarai aaae Ani enr ETEA E AAE 130 Create PDE TOM cuine iie E E E E O T todnesGetess 130 Create and name a new template s sssssssrssssrssrsesersesersessrsessrsesersee 131 Upload and activate PDF TOrMS terreri a E E ERER 132 Add Text overlays oeae E aE E a a a 134 Review template setna Scire na a arsed aniees ebiadatinte aces 136 Upload And TEST eeina e EE A E E A EA 136 Bind the template to the queue s ssssessssessrsessrsossrssrsesersessrsesersessrses 137 77 Using stract red ipat data teaisisconsvcaravenaiandatey ns adanatnvas SEA 138 XML input da enaena a a a a a 139 EE E EEPE EEE PETE EI EAE E AE TEE AET 144 Jetforims format input dataren rcir e E T 145 Template special keys sisvecdiscuas ene eonna a a aa 146 Tec Usme dala group eens a T N a eee 146 Detter with variable Content osreniir aia nre er eee a O 146 DataGateway User Manual Multiple page VOICE pranine e ARTE 151 8 Log
161. esno e eiee aE e ea Eee 71 6 1 Queue management interface ssessessesseesreerrersersersessessesseseeserserserses 71 PONO Er ACON orni aa EA A TEA 72 Print AGM COMLIOlS seas casei Er E een eacaieets 73 CIS Se ise arta ert het tenth Get E E cece E 15 6 2 QUCIIE cOn Sura ON ere ar e E momeetaeumnneeedenens 76 iii DataGateway User Manual Dal aN Ue orriari a i REEE ANE E A ATRO A 76 Overlay templates and logic profiles nssseesesessessessessessesseesesersessense 83 Arei iE sparred tes E E A EE E E EATER 84 FAllOVeR ueser A E A 87 Alerts Ogeue Monitoring lt s iccsa0cvacwacsanianiatesarnecseitsiae a a 88 PPD Arver nia e EE EE E E 90 Driver ODUIONG oirne aan aa EEEE A EON EONA E ON 91 OQULDUL cnsesctcatueennantnorstcatesgetcuncehaieamcenenuns A A A 92 Oua HO ernen a a a a a a a 97 6 3 Queue configuration Example workflow ssssssessssessrsessrsersrsersrssrsrserse 97 OA NOD a eaa E a a e a a a 102 G52 PII Orn eE a a a 103 CDS CON Ol eaaa e r e E E VATE AOA es usees 103 E AEE E A E E E E eas ditaes 103 EGU CUP SANCOMI arna Ena a E a E A aN 103 Edit mimetype Scuse a a a T 103 Ed ECON Sorin r ETEA A AET eas aleueses 103 7 Template Management srricirereore eina T Ea aaron 105 Tas MA VOCUC Osr a AEE EAI O NTA 105 Ta Overlay element E ea T E E Aa 107 To Overlay templites wesa orin ina a E E E AR 108 7 4 Overlay template listes inoran e E a E a reales 108 7 5 Overlay template manager sessessessessesseesese
162. essary enter your network username and password in the fields Network user name and Network password and then press Refresh The username and password will be used to obtain the list of available shares It is also possible to enter the share path manually in the Manual path entry text field by choosing the option Enter path in text box from the Available SMB CIFS shared folders drop down Enter the SMB CIFS path in the format MACHINE shareName The Network user name and the Network password fields must be filled in to attach shares which require authentication Unsupported share types The DataGateway print platform uses a subset of the tools from Samba www samba org to scan for and attach SMB CIFS network shares Some Microsoft Windows share configura tions are not supported and cannot be used for input share access on the DataGateway In particular Active Directory shares cannot be used There may also be problems with cer tain WINS configurations Overlay templates and logic profiles The profiles tab allows you to bind an overlay template or a logic profile to the queue An overlay template is a series of instructions to be applied to the print data passing through a queue such that the resultant print job may be overlaid with a set of fixed or variable data texts or the contents of one or more PDF files A logic profile is a set of rules to apply to the data stream Logic profiles scan the text in the data stream a
163. essary for most of the fields certainly for the data Make the request to http your DataGateway net sendfile cgi An XML formatted re sponse will be returned A useful utility for testing is curl available at the time of writing from http curl haxx se The following call to the curl command will spool one copy of the file filename giving it the title test and printing it to the queue testgm on the DataGateway wml localnet on behalf of the user Bob curl XxX POST http wml localnet sendfile cgi d queue testgm d copies 1 d title test d user Bob data urlencode data file name Note If copies is set to a number N greater than 1 then the data will be spooled as input N times rather than having the output of any processing on the queue emitted N times Any processing which the DataGateway would carry out on the data will be repeated N times The response to an HTTP POST request The response returned by call to sendfile cgi is XML data which indicates the success or failure of the request If the request was successful the XML will contain an element called success meaning that the data was accepted onto the queue It doesn t mean that the data was successfully output only that the data was received and accepted onto the queue If there was an error which prevented the data from being accepted then a field called error will be found in the XML response This error message will describ
164. essed using document content control will be When Triggered is selected the name of a template should be printed on a separate output queue Please choose an output included in the input data to select the template required queue from the list below Use overlay template None DCC output queue decOutput A Choose a logic profile for this queue from the list below A Use logic profile None S Update To bind a DCC profile to a queue go to the queue configuration page at Print Platform gt Queue Config choose a queue and select the Profiles tab Choose a DCC profile from the dropdown menu of published profiles Figure 9 7 194 Document Content Control Documents released by the document content control system will be sent to a separate output queue so you will be prompted to select an appropriate queue for this purpose Press Update to apply your changes Print jobs on the configured queue will now be pro cessed using the selected DCC profile Note A queue configured for document content control will produce a status page for every job handled by the document content control system so you may wish to configure its output to be null Held documents The held documents page displays a list of all documents that are currently being held by the document content control system Figure 9 8 Figure 9 8 Held documents Queue processTestData S Ref Document type Page types Reason for hold Status Hold date Action
165. estore virtual machine disk image files onto the server Hardware mainte nance agreements should be arranged to cover the server hardware which is otherwise supplied at additional cost If the system is a Tempest appliance a replacement should be set up using the backup files made in the DataGateway web user interface 56 Chapter 5 DataGateway Configuration This chapter covers the steps necessary to configure the DataGateway system After config uration the system will have the correct network settings it will keep time correctly and system log messages will be logged to your syslog server After configuring the system you will be ready to set up print queues as described in Chap ter 6 Queue Management This chapter also describes the configuration of passwords for authentication and describes how to modify the licence key 5 1 System configuration System configuration tools can be found in the DataGateway web user interface by selecting the System Settings item from the main menu Network settings To access the network settings controls Figure 5 1 select System Settings gt Network This notation means select the System button from the upper row then select the Network tab in the lower row Figure 5 1 Network settings Network _ Use dhcp numbers below will be ignored and you will need to WI Use DNS if unchecked numbers below will be ignored manually re direct your browser to the new IP address P
166. eviewed in Print Platform gt Output batching which pro vides controls to release or retrieve the print jobs The WML Template Manager is used to create output batch templates which can be used to apply additional text to batched documents for production workflow such as the docu ment sequence number The Template Manager is also used to create header and trailer templates to print before and after the jobs in the output batch if required 247 Output Batching 17 2 Queue configuration for output batching Figure 17 1 Output batching Queue configuration Switch to queue O1INPUT c Print status page Input Text Profiles Archive Failover Alerts Queue Output Configuration These are the output address settings for the destination printer or print server Output Options gt Queue output protocol batch IPP Compression Queue output address ramdisk Port Queue Diagnosis LJ Suppress error pages Update PPD Options Output Info Production Print Settings General Page scaling 100 Imposition Apply imposition None S Job Ticket Job Header Enable go Output Batching Enable v Output queue No output queue download batches S Batch the output in backend after PPD Concatenate jobs O Temp files RAM only Daily release time Manual Threshold Release threshold 0 Document template None s Batch header None e Batch trailer None e Configure ou
167. f a known type or for all page types but it can t be applied to an entire document Get value array This DCC action gets a positioned array of values and stores it to the DCC database It can be used to retrieve a short text containing several values for example 1234 MR 39 Q R The user must specify the character used to separate distinct values and also the labels that should be used to store each element in the DCC database This is done by specifying a single parameter storeas in which the labels are given as an array separated by the chosen separator character It is possible to store one or more values within the array as the unique document refer ence by including the special label docref within the storeas parameter If multiple elements are selected to form the reference the reference will contain those elements sep arated by the separator character As with labelled values the values in a value array are stored in the DCC database field 1a belledValues with the keys specified by the st oreas parameter If addt odoc yes the values are also stored to the PDF document information dictionary The value array is located in the same way as for the Get positioned value action Parameters The parameters for the Get value array action are xpos The horizontal position from the left hand edge of the page in PDF units 1 72 inch or 0 353 mm ypos The vertical position from the top edge of the page in PDF units 1 72 inc
168. f set to yes then any existing media tags are superceded Note by the new tags Default no One of mediatype or mediaposition should be specified but not both 180 Document Content Control Application This action can be applied either to a page or to an entire document whether the document s type has been determined or not If applied to a document then the media tags are applied at the start of the document but not on each page Associated pages on logic This DCC action uses logic to determine whether certain page types should be present in the document For example it may be necessary to ensure that a certificiate is present if the document type is sales and a specified field on the letter evaluates as C Parameters The parameters for the Associated pages on logic action are Logic expression See Logic based DCC actions requiredpage Optional A page type which is required Any number of re quiredpage parameters may be supplied require Optional Whether all or any required page types must be present If set to any then the presence of any one of the requiredpage types will be sufficient to allow the document to pass Default all forbiddenpage Optional A page type which will cause the document to be held if present Any number of forbiddenpage parameters may be supplied Application This action can be applied to an entire document whether the document s type has been determined or
169. fication where possible 15 2 Paper Cassettes The default cassette is the paper cassette which the emulation will use if the cassette is oth erwise unspecified with a CASS or PSRC command The DataGateway has two ways to apply paper stock to your printing It can either apply digital paper stock to the output using a PDF file as the background to the print or it can embed PostScript paper selection tags into the output data 240 Kyocera Prescribe Emulation Note When used with a PCL printer only digital letter stock can be used to emulate the CASS PSRC Prescribe commands Using Digital Paper Stock Digital stock is especially useful when building electronically distributable documents Dig ital stock can be used to add a letterhead or the company logo to documents which were previously printed on pre printed stock To set digital stock for a particular cassette you must first upload the PDF of the stock onto the DataGateway appliance Got to File Manager gt Form Files Use the Upload a new file field to upload the PDF Newly uploaded PDF files will now appear in the menus in Kyo Settings To set your newly uploaded PDF file as the stock for Cassette 1 select it from the menu for CASS 1 digital stock Using PostScript Paper Selection Tags To have a paper selection tag embedded in PostScript output for Cassette 1 select Specify a tag from the menu for CASS 1 digital stock Type the exact text of
170. fied documents The Release unidentified documents setting allows you to relax the rules for holding unidentified documents If you choose to release unidentified documents the system will allow documents to pass whether or not a document type has been allocated as long as a document identifier page is present This means that documents can pass through the system even if a positive identification is not obtained This may be useful if there are many varieties of document passing through the system and you do not wish to create a document type for each of them Note Allowing documents to clear without identification reduces the document col lation capabilities of the system because it is necessary for a document type 169 Document Content Control to be assigned before it is possible to determine whether a given document is complete Re ordering identifier pages The Re order identifier page setting determines whether or not to re order the pages of a released document to bring a document identifier page to the front If you choose to re order the identifier page the system will bring the first identifier page to the front of the document by moving the pages preceding it to the back of the document This is useful if the identifier page is a page that should always be at the front of the finished document such as a covering letter Page types The first stage of document identification is to make a list of the page types occ
171. g which allows your virtual appliance to join your physical network as if it were a real machine Use network address translation NAT is unlikely to be suitable choice as the WML Virtualized appliance acts as a server For test installations Use host only networking may be a suitable choice In this case the virtual machine exists on an internal virtual network A full discussion of networking your virtual machines is outside the scope of this document If you are unsure of which type of network connection to choose contact your network administrator or your networking consultant or supplier 26 Getting Started Figure 2 23 Selecting the virtual I O controller type g VMware Workstation File Edit View VM _ Tabs Help P1100 e Library x Q Type here to search v Select 1 0 Controller Types Which SCSI controller type would you like to use a My Computer E PdfPlus1 I O controller types A barstorm1 IDE Controller ATAPI E datagateway1 Gl esxtest2 SCSI Controller C BusLogic Shared VMs LSI Logic Recommended Network Editor 192 168 0 158 OLSI Logic SAS the network configuration used by achines on this computer Virtualize a Physical Machine Create a virtual machine from an existing Figure 2 23 shows a screen allowing a choice of virtual disk I O controllers Leave the default LSI Logic Recommended checked Figure 2 24 Selecting a hard disk for the vir
172. ge variables apply to page 2 of the document WmlInputDataStart WmlBatchRef Batchl Wm1lDocRef ABCDE12345 FirstName Bob SecondName Jones Banner Original WmlNewPage WmlTemplate TestTemplatel WmlNewPage WmlTemplate TestTemplate2 Banner Customer Copy WmlInputDatakEnd 16 5 Errors The input queue and output queues will generate a PDF describing any error which occurs Some possible errors include Failed to find CSV start The PostScript file was converted to text but the or end start of the CSV section WmlInputDataStart and the end WmllInputDataEnd were not found The CSV text could not No text could be extracted from the PostScript file be extracted from the Check for any errors in the PostScript Input POSeSCELpL 245 246 Chapter 17 Output Batching 17 1 Output batching introduction Output batching is one of the output protocols available on a DataGateway queue The jobs processing on a queue with a batched output will be placed in a temporary store from which they can be released when it is convenient to print the run Output batching is intended to help a print production house to manage the production of documents which are drip fed from its customers over a wide area internet link The jobs can then be released in one or more batches for efficient fulfilment In some cases several streams of documents may be directed into separate output batch queues where it
173. gement Go to Print Platform gt Queue Config select the queue from the dropdown menu and click on the Archive tab To enable electronic delivery first make sure that archiving is en abled for the queue Archiving is necessary for electronic delivery because documents are archived whilst awaiting delivery Check the Deliver electronically checkbox and click on Update to save the settings Print jobs on the configured queue will now be handled by the electronic delivery system Note The archive feature of DataGateway is used to make a store of the documents for electronic delivery For this reason archiving must be enabled on the queue for electronic document delivery to work 224 Electronic Document Delivery Electronic delivery may be applied on the queue that processes the incoming print data or it may be deferred and applied on a later queue in the print chain Print data for electronic document delivery Electronic delivery can be used either with structured input data see Using structured input data or with pre formatted documents When using structured input data the delivery parameters such as name email address and mobile number of the intended recipient are extracted from specified fields within the data The keys to be used for these details are specified in the electronic document delivery configuration DataGateway s document content control system see Chapter 9 may be used to extract delivery detail
174. gion of the logic editor is the rules box In Figure 8 3 this shows a single tab headed Create new rule Here you can add conditions to the rule and choose an action Figure 8 4 Adding a new condition to the rule Logic Profile demoLogic Switch to profile demoLogic Create new New Profile Create new rule Match Any All Add a new condition x Condition s Text Contains gt INVOICE T Add Cancel S Action Replacement text Replace with n Save rule 162 Logic Profiles To create the new rule you must add at least one condition and select the action To create a condition press the add button A dialog will pop up to create the condition This is shown in Figure 8 4 Note The left menu in Figure 8 4 whose value is Text currently has no other values as options This menu is in place for future use Decide whether this condition should be text contains or text does not contain and enter a match word or phrase In the example shown a condition that text should contain the word INVOICE is shown Note All text conditions are case sensitive If you need to match both upper and lower case use two conditions and specify that Any condition must match Figure 8 5 Choose an action for the rule m Eri F io Prote gamn PL F FIGS A i f lar F L k Switch to profile demoLogic gt Create new New Profile Greate new r
175. h or 0 353 mm separator The character that separates the values in the array for example storeas An array of labels divided by the specified separator character Use docref to place an element into the document reference e g storeas docref docref label3 189 Document Content Control addtodoc Optional Whether to add the labelled value to the PDF document informa tion dictionary Default no The remaining optional parameters for this action xrange yrange xfuzz and yfuzz are used to refine the position of the value array with reference to the starting position and are as detailed for the Get labelled value action Application This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be applied to an entire document Hold on logic This DCC action uses logic to determine whether to hold a document A logic expression is evaluated based on the value of detected labelled values flagsets page types document types or the processing queue name If the logic evaluates to true then the document is held Parameters The parameters for the Hold on logic action are Logic expression See Logic based DCC actions Application This action can be applied either to a page or to an entire document whether the document s type has been determined or not Labels must match This DCC action ensures that a set of labelled values obtained for pa
176. h pdf wml masthead pdf e plus letterhead pdf jwml_ letterhead pdf boiler_advert pdf example invoice he pdf Once you have uploaded your PDF forms select a form to activate Choose the form in the Activate an existing form menu and press the Activate button An image of the first page of the PDF form will appear on the canvas and box will appear in the Active PDF forms list This will appear as shown in Figure 7 23 127 Template Management Figure 7 23 Overlay elements Forms tab with one active form Realtime Static Variable Forms Available PDF forms Activate an existing PDF form Select Activate or Upload a new POF form file Upload Form File Active PDF forms Filename example invoice _wmi pdf Start on Page1 Del The PDF form will be activated on the currently selected page of the template The first page of the form will appear on the currently selected template page If the PDF form should appear on all pages then change to the All pages template page and then activate the form there It s possible to move an active PDF form from one page to another Each form has a menu listing all the pages in the template Simply choose a new page for the form Figure 7 24 To delete the form press the Del button and it will fade out Note All th
177. h a suitable number of processors RAM and disk storage for the intended application and print throughput It will be delivered as a single unit complete with a rack mount kit The Server based DataGateway will be delivered fully configured and ready to run Power the device on and direct your web browser to the IP address provided by WML staff Setting up a Virtualized DataGateway Virtualized appliance disk files are distributed either as VMWare images vmdk files or a Linux Kernel Virtual Machine KVM compatible images qcowz2 files Follow the procedure given by the vendor of your virtualization infrastructure to create a new virtual machine using the Virtualized appliance disk file as the virtual disk 11 Getting Started Note The Virtualized appliance disk file will be read from and written to For this reason it is advisable to keep a copy of the original disk file from which a fresh virtual machine can be created Select a suitable location on your disk system to store your in use disk files This should be somewhere where it is unlikely that the files will be moved or interfered with externally Make a separate copy of the Virtualized appliance disk file for each new virtual appliance which you create Adding a second virtual disk for increased storage The Virtualized appliance disk file provides up to 2 5 GB of space to store settings DCC profiles and PDF forms This is a sensible amount of storage for systems which
178. h which jobs should be processed in failover mode lf failover mode is engaged then jobs which are received for this queue will be forwarded unmodified to the queues or classes specified here check all that apply Failover Queues L secondPrinter Update 87 Queue Management You may select the queues through which jobs should be processed in failover mode If failover mode is engaged then jobs which are received for the current queue will be forwarded unmodified to the queues specified If Pool is selected then jobs will be failed over to each of the selected queues in turn To save your changes click on the Update button Alerts Queue Monitoring The DataGateway system may be configured to send alerts if the queue does not appear to be processing print jobs at the expected rate The alerts are sent as emails using the main system email settings configured in System Settings gt Email or per queue settings if provided Alerts can be sent when too few documents are processed on a regular basis with a status message about how many jobs have been processed or for every individual document pro cessed on the queue To configure the queue alert settings select the Alerts tab Figure 6 11 88 Queue Management Figure 6 11 Queue configuration Alerts tab Queue Config Queue configuration for mainPrinter Cai Switch to queue mainPrinter Print status page Input Text Failover Alerts PPD Dr
179. he ESX compatible VMDK files on VMware Workstation VMware Server walk through This walk through demonstrates the set up of a Virtualized appliance on VMware Server version 2 0 2 Note It is assumed that you have VMware Server version 2 0 2 already installed on your PC For help installing VMware Server please refer to the VMware website VMware Server 2 0 2 can be obtained both for Linux and for Windows platforms our appliances have been verified to work correctly on both Creating a new Virtualized appliance is carried out in the VMware Infrastructure Web Ac cess interface This is accessed via a web browser on the system on which VMware Server was installed Typically it can be accessed at the address http yourcomputer 8333 13 Getting Started Figure 2 1 Creating a Virtual Machine in the VMware Infrastructure Web Access Interface Application Virtual Machine Administration VMware Infrastructure Web Acce a VMware Infrastructure Web Access seb circle wml wus Help Virtual Appliance Marketplace Log Out Inventory i Fedorai2 E Fedorai3_3 E Ubuntus 04 E vmubut E VMWare Studio fH Win2K Win2k3 fH winxp_2 O localhost Summary Virtual Machines Tasks Events Permissions General a Hostname eB Create Virtual Machine localhost VMware Tips a Name and Location Guest Operating System Memory and Processors Hard Disk Propert
180. he sending or destination port If the desti nation port is given then the firewall must allow new connections to that destination port on the destination IP address Return traffic associated with the newly created connection must also be allowed that is each connection shown on the diagram is implicitly full du plex with data flowing in both directions The return traffic will be sent to the source port of the created connection If port 34526 were the source port used to create a connection to destination port 631 then established data returned from port 631 to port 34526 should be allowed to pass through the firewall Note Some ports are variable and may differ from site to site For example the des tination port on which print data is sent to the receiver is marked 631 typ which indicates that 631 is a typical value for this port For this traffic ports 632 633 634 etc are also used If the source port is shown then the firewall must allow new in bound connections to the given port from the relevant IP address or address range For example the firewall router should allow new connections made from a2 b2 c2 d2 to a5 b5 c5 d5 on TCP port 631 as well as associated return traffic 18 4 Internal Network Figure 18 2 shows the network connections made to the sender DataGateway It shows both the connections made to and from the public internet and also the LAN connections 268 Print Outsource Sender Site Figure
181. he system settings decide which parts of the configuration need to be stored The options for back up will include e System Files and Settings e Network Settings e Print Queues Print Job Data e Overlay and Logic Profiles There is also a checkbox to select or deselect all options It is common to want to copy the print settings from one appliance to another without making any other changes to the target system In this case a backup of Print Queues and Overlay and Logic Profiles would be a suitable selection To copy an entire system setup but without affecting the network settings of the target appliance select all options except Network Settings To make a full backup to use in the case that the hardware failed and an identical setup were required on new hardware select all options After making the selection click Create Backup A new button Download Backup will appear Click this button and save the file to the local system Click on the link provided to backup the system settings You will be prompted to save a file called settings tar This contains an archive of all the current settings for the device 67 DataGateway Configuration Restoring system settings To restore settings from a previously saved file click Upload Backup and browse to the file After the file uploads successfully a new button Restore From File will appear Click this button to apply the uploa
182. he yrange parameter specifies the distance in PDF units within which the value is expected to be found below the label To search for a value to the left of the label specify a negative value for x range To search above the label specify a negative value for yrange The order in which a value is sought is as follows first a value is searched for within the same text element as the label unless xrange is set to 0 Second a value is searched for amongst text elements to the right or left of the label according to the value of xrange If no value is found in this range or if xrange is set to 0 then a value is sought below or above the label according to the value of yrange If a value is present to the right of but not exactly in line with the label the parameter yfuzz can be used to specify a vertical range which is acceptable for the value s vertical position For example if xrange 72 and yfuzz 18 then the value for a label should appear within one inch to the right of the label and in a band extending a quarter of an inch above and below the baseline of the label text The x fuzz parameter performs a similar function for searching for values which appear above or below the label Application This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be applied to an entire document Get positioned value This DCC action is similar to Get labelled value but in
183. ic Profiles siecia oan A e a E A E E E Ee 161 9 Document Content Control sss sci tinsessestia utes oul eiiiisaas abi aaa 167 OT OVERVIEW arora a seam Gaecnenre alien iub re reeel eons hiatal 167 D2 COM OUI AEN OMe stairs eapaata rn eten E E aa nasen Baier 168 PROC CONITS UT ALON sp es ci ccteadin E ebousea wean nieriosaeweneonets 168 PS Ce YPES rerni ernennen ATE ETRE ace EO ta a dann RUN nw NR 170 Document VY DOS riii Sroka stasunnalcase nba aes niue mney sassuaor none neonaamen 173 DCG ACTIONS trpe e sepidvenacersauadecmeas cio a E 176 9 3 Testing the conii guration yn tziceeccace tad wastane tds iaeiaraciesnsicelaeee Eaa 192 Example document analysis s ssessesseeseserressessessessessesseserserrersessens 192 9 4 Using doc ment content control tscssictossy Goran de stage ia aisteose beeen 194 Setting up a queue for document content control s ssssssssrssrsrssrseserse 194 Held docamen S orninn a E a E EAA 195 OUR Dut AO CIM eNi Sessea ea e E dana OA N 196 TO File Manage b cenie cniin E E E 199 TOUT 2 EOF T ESen EA TN A E A O 200 10 2 Log FU E AEE ATT E AT A T E E A TES 200 10 Ar UNEF ES deae EA AOE TN 200 TOA PPD Biles tne E O E E satin bitin 200 LOS AU EET ES paran eea e e n E AS 200 Print DIA SMOSlICS erison na SA a EE 200 11 Print REePOrtS esp cocaine cette E EEA AA EAE O A E a ES 201 11 1 Viewing reports in the web interface ssssssssessrsessrsessrsessrsersrsersrsees 203 11 2 Reports with a
184. ic document delivery can be applied either to structured input data or to formatted documents of various types The system extracts delivery parameters such as the name email address and mobile number of the intended recipients from an incoming document This information is located either by searching for specified keys within the document da ta or by passing the file through DataGateway s document content control system which can be configured to search for the required fields and make the information available as document metadata The archive feature of DataGateway is used to store documents awaiting electronic deliv ery Document details are stored to the electronic documents database which holds infor mation about each document in the system and which tracks the delivery status sending of notification messages and so forth 219 Electronic Document Delivery When a document enters the system a notification message is sent to the intended recip ient This message can be an email an SMS message or both according to the system con figuration The message will inform the recipient about the document and provide infor mation about retrieving the file The system can be configured to sent repeat notification messages if the document remains undelivered The document may be delivered either directly by attachment to the email message sent out by the system or by secure download The secure delivery route obliges the recipient to down
185. ies Name and Location Enter a descriptive name for your new virtual machine and specify the datastore where its configuration files will be saved Name wmlvpa preprint Datastore Capacity Available standard 2056 53 GB 1319 56 GB ou re using a server host with a processor or a significant amount of ant to leverage your server with production ready virtualization Virtual Machine ual Machine to Inventory lastore Options t Settings ual Machine Startup Shutdown Settings Network List Task Power Off Virtual Machine Power On Virtual Machine Target VMWare Studio VMWare Studio Status Triggered At Success 01 16 12 1 00 02 PM Success 01 16 12 12 58 44 AM Triggered by seb seb Completed At 01 16 12 1 00 03 PM 01 16 12 12 58 49 AM In VMware Infrastructure Web Access click Virtual Machine gt Create Virtual Machine The Create Virtual Machine dialog will open Figure 2 1 Assign a name for your new appliance Here is has been called wmlvpa preprint Click Next Figure 2 2 Specifying the operating system for the guest appliance Pages Guest Operating System Name and Location A performance Select the operating system you plan to install in your virtual machine Your selection will be used to recommend settings and optimize Once the virtual machine has been crea
186. iguration Name and Location es 3 1011 GB ee m Storage Memory Size i GB Ha i a one B12 GB Virtual Machine Version Maximum recommended for this Guest Operating System 256 GB I guest OS 64 GB c 128 GB lt q Maximum recommended for best performance 4084 MB Memory adele 64 GE Default recommended for this quest OS 16B SCSI Controller 32 GB Select a Disk Minimum recommended for this 16 GB I guest OS 64 MB 6 GB 4 GB 2 GB 1 GB Ready to Complete 512 ME 256 ME 126 MB 64 MB 32 MB 16 ME a ME 4 ME Linux values can vary Consult your Linux release notes for accurate information lt Bak next gt cance The next two screens Figure 2 38 and Figure 2 39 allow you to specify the initial amount of RAM and processor resource to assign to your virtual print appliance Assign the desired number of processors for the virtual appliance A single processor may be sufficient for simpler applications Assigning two processors to the system will improve the responsiveness of the web interface when the print processing load is high Specify a minimum of 256 MB of RAM Some applications may require more memory to run correctly but 256 MB is sufficient for simpler tasks and short documents Note The amount of RAM may be altered after the virtual appliance has been created Altering the number of processors is not recommended by VMware but it can be done WML appliances will safely handle a ch
187. igure 2 25 Selecting an existing disk g VMware Workstation 0 File Edit View VM Tabs Help gt lo lola E i I _ Library x Q Type here to search v f Select an Existing Disk i Which previously configured disk would you like to use a My Computer E PdfPlus1 Existing Disk File E barstorm1 E dagateay Coo E esxtest2 amp Shared VMs Network Editor lp 192 168 0 158 the network configuration used by achines on this computer ation Preferences ize VMware Workstation to your way ng re Updates or software updates for VMware tion Virtualize a Physical Machine Help 2 View the help topics for VMware w Create a virtual machine from an existing Browse to the vmdk disk image Figure 2 26 You will probably see a pop up asking if you wish to convert the existing virtual disk to a newer format Figure 2 27 You can choose to do this or not as you prefer the virtual machine will boot correctly in either case Warning VMware Workstation will not make a copy of this disk image file it s up to you to keep a copy of the original disk image The disk image file will be read from and written to and may increase in size to a maximum of approximately 2 5 GB 28 Getting Started Figure 2 26 Selecting the WML Virtualized disk file oo VMware Workstation File Edit View VM in 5 y pe gt 9 t E Desktop v Search Desktop Library Organis
188. img Commands which can be distributed with a push currently include only the reboot and shutdown commands A managed appliance will periodically query the appliance manager to see if there are any pending pushes which it should apply The manager then transfers the data upgrade image or backup file and waits for the appliance to apply the update and confirm success The main activity for the administrator using Appliance Manager is to create and manage pushes 12 2 The user interface Appliance Manager has three section to its interface 207 Appliance Manager Appliances and Groups The main list of appliances and appliance groups Stored Configurations A page to manage uploaded settings configurations backup tar files from individual appliances Stored Firmware A page to manage uploaded firmware upgrade files 12 3 Appliances and groups This section covers the most important part of the Appliance Manager user interface Ap pliances and Groups Figure 12 1 The Appliances and Groups section of the Appliance Manager Logout Appliances and Groups Network name or address Groups Action Group ID Info Group colour Action 192 168 0 102 A p a All appliances E AA 192 168 0 103 B A4 J grpo UK Stores PE A4 192 168 0 104 m grp2 France C ho A 192 168 0 105 a A grp3 Germany E ho A 192 168 0 106 A4 3 Add group Add appliance Figure 12 1 shows the Appliances and G
189. in Fig ure 7 37 the Y position is being modified Alternatively use the cursor keys to jog the position of the selected elements When you are satified with the position of the text elements press the save button to write the template to the DataGateway Review template settings Figure 7 38 The template settings box Template settings Name test Basis Automatic default Num pages page Copies 0 extra copies Elements v Duplicate on copies Page size AB Format Defaut gt Jg Units points Date format 2013 03 04 a Time format 17 25 46 ee ial Before we test a print job refer to the Template settings box Figure 7 38 Check that the Page size is set to the same size as your input print data If the page size here and the page size of your input print data differ then text elements may appear out of position when printed Finally choose the format in which you would like the date to be printed and the format for the time Upload and test To find out how your input print data will be processed by the new template use the test upload feature in the Test data upload box Where applicable if your input print data is structured text data such as CSV or XML formatted data then choose the page size in which you wish the document to be created 136 Template Managem
190. in an output batch This is intended to help the production house to manage the printing of documents which are drip fed from the customer The production print staff can release jobs manually or on a scheduled basis to the final output printer A common situation would be a printer releasing all documents which have been received up to a3 PM cut off time so that they can be printed and mailed that day After output batching has been enabled for a queue it s necessary to choose the output queue to which the jobs will be released If none is chosen it will only be possible to down 96 Queue Management load a zipped archive of the output jobs Jobs can be batched within the WML PDF filter system before the PPD has been applied or after it so that the jobs are in print ready PostScript or PCL format Batch the output Batches may be concatenated into single file The pending output batches may be stored on a RAM disk or within persistent storage depending on the agreement on data retention with the customer Temp files To control the release of documents it is possible to specify a daily time at which to release documents or that the release will be manual Daily release time or following the build up of a threshold number of jobs in the output batch Release threshold To aid the production process a batch header and trailer document can be printed contain ing the number of documents the sequence start
191. ing them and clicking on the up and down arrows or delete button You can also choose the field separator character and the file suffix to be used The example file name will be updated to reflect your changes To save your changes click on the Update button Archive expiry You can choose to have archive files expire after a given number of days This means that they will be removed from the system after the given time period has elapsed If the Archive expiry value is set to 0 then archive files will not expire 86 Queue Management Electronic delivery If the Electronic Document Delivery module is enabled then a checkbox to set the queue s output to be delivered electronically will be present Note The archive feature of DataGateway is used to make a store of the documents for electronic delivery For this reason archiving must be enabled on the queue for electronic document delivery to work Failover The DataGateway can be placed into failover mode in Platform Settings gt Failover In failover mode incoming print jobs will be passed to the failover queue s To set the failover queues for the current queue select the Failover tab Figure 6 10 Figure 6 10 Queue configuration Failover tab Queue Config Queue configuration for mainPrinter Switch to queue mainPrinter Print status page Input Text Failover Alerts PPD Driver PPD Options Kyo Settin Failover Choose the queue or class throug
192. install Other Linux S imi My Computer 2 6 x kernel E PdfPlus1 The virtual machine will be created with the following settings E barstorm1 E datagateway1 Name datagateway A E esxtest2 Location C Users seb Documents Virtual Machines datagat Shared VMs Version Workstation 9 0 Network Editor fh 192 168 0 158 Operating Syst Other Linux 2 6 x kernel the network configuration used by achines on this computer Hard Disk Existing disk C Users seb Desktop wmlpp dg vmw Memory 256 MB y lt gt ation Preferences ize VMware Workstation to your way ng Customize Hardware re Updates or software updates for VMware tion Virtualize a Physical Machine Create a virtual machine from an existin After creating your new virtual machine a new tab will appear in the VMware Workstation UI You can access the console of your virtual machine here Figure 2 29 When you first boot your virtual machine you will see a message about installing a guest operating system You can simply click the button labelled I Finished Installing Note There is no need to install VMware tools on a WML Virtualized VMware tools enhances the user experience when using a mouse within a graphical environ ment The DataGateway has no graphical console and hence VMware tools is not used 30 Getting Started Figure 2 29 The new appliance tab File Edit View VM Tabs Help P l4 8O i Daw Library iHome x E datag
193. inted 2012 02 20 11 42 12 Page 1 14 MOTOR RENEWAL NOTICE 17 5 Re printing spoiled documents The work flow for re printing damaged documents will depend on where documents are archived Here it is assumed that documents are archived in the final output queue and that the print production house takes responsibility for creating re prints of spoiled documents It is possible that documents are archived on a DataGateway installed at the customer site in which case the customer would access the document from their archive and initiate a re print following a request from the production house Setting up archiving on the final queue Figure 17 20 shows the Archive tab in the queue configuration tab for the queue FINAL_RM In this example FINAL_RM is the queue to which the output batches will be released and it sends the documents on to the printer rip as they are produced Enable archiving and choose a Share Type Here the local DataGateway storage is used and an expiry time of 7 days is set In this case it will not be possible to make re prints of documents older than a week Note Ensure that the Job title is selected in the Archive File Name so that the ob sequence number will be searchable in the archived files 261 Output Batching Figure 17 20 Output batching Set archiving for the final output queue with a suitable archive expiry time Queue Config Queue configuration for FINAL_RM Switch t
194. internally on the Linux based WML Print Platform system as the device dev sdb for cor rect results VMware infrastructure options VMware provides a number of different infrastructure options including VMware work station VMware ESX and VMware vSphere ESXi A Virtualized DataGateway should work on any type of VMware infrastructure from the free VMware Server through to VMware vSphere systems however you do need to choose to download the correct vmdk disk image from our servers VMware virtual disks pre installed with DataGateway software are available in two for mats The first is a growable disk provided as a single file with a name such as 12 Getting Started wmlpp dg vmware sata tree3 20130228 1502 vmdk This format can be used as the virtual disk for virtual machines created on VMware Work station and VMware Server but not recent versions of VMware ESXi vSphere If you are using VMware ESXi or vSphere you will need to download the ESX compatible VMDK This is provided as a zip file with a file name suffix esx zip The zip contains two files a esx vmdk disk descriptor file and a 2 5 GB pre allocated esx flat vmdk file which contains the disk data For example wmlpp dg vmware sata tree3 20130228 1502 esx vmdk wmlpp dg vmware sata tree3 20130228_ 1502 esx flat vmdk Upload both of these vmdk files to the data store of your VMware infrastructure before creating a new virtual machine Note It is possible to use t
195. internet access If a firewall is in use it must be configured to allow the appliance to initiate a direct connection on TCP port 80 HTTP to the support access server rssh wmltd co uk This is equivalent to allowing the appliance to browse the web To turn support access on check the box Enable support access The appliance will at tempt to connect to the support access server When a successful connection is made a connection ID will be displayed Support staff will request this connection ID to enable them to connect back to the appliance 70 Chapter 6 Queue Management Queue management is carried out in the Print Platform section of the DataGateway user interface This section contains the queue management interface comprising the Queues page which lists and monitor all queues on the appliance and the Queue Config section where detailed configuration of queues can be carried out Other pages in this section are the Jobs page on which recent jobs are listed and managed and the Platform Settings page on which platform wide settings may be configured 6 1 Queue management interface Simple queue administration tasks such as adding a queue or changing input and output details may be carried out on the Print Platform gt Queues page Full configuration is car ried out in Print Platform gt Queue Config described in Section 6 2 The first point of entry to the queue management interface is the print queues list Fig
196. inux Unix from the Share Type drop down Enter the path to the NFS share in the following format Network IP Address folder path For example 192 168 100 100 input_data The NFS server s exports file should be configured to allow both read and write access to the directory path input_data in the example An example of a suitable line in etc exports on the NFS server is fjinput data 192 168 0 0 255 255 255 0 rw no_root squash sync subtree check If the NFS share is to be used as an archive Share then correct permissions must be set on the share directory on the NFS server The following would be required for an archive share specified as 192 168 100 100 archiveData On the server it would be necessary to change the user on this directory to root or 0 and the group of the directory to 7 which is the GID for the lp user on some systems root nfsServer chown 0 7 archiveData Finally ensure that both user and group are able to read and write to the directory root nfsServer chmod ugtrwx archiveData SMB CIFS Windows shares For Windows SMB CIFS network shares select SMB CIFS Windows share and click on the Refresh button to scan the network for available shares This will populate the Avail able SMB CIFS shared folders drop down 82 Queue Management Important Most recent Microsoft Windows file servers will not broadcast their available shares to the network without authentication If nec
197. is necessary to handle these separate streams in differing ways For exam ple stream A may require different pre printed inserts to be included from those includ ed with the documents printed via stream B Output batching also allows the DataGateway to be used to implement a bureau service in which transactional key value data is uploaded to the DataGateway and after processing with WML Template Manager and Document Content Control a batch of PDF or print ready files is downloaded in a zipped archive Note Output batching is available on systems with the production print licence flag PROPRINT enabled Each use of the batch output protocol will consume one system credit Production print staff can manually release batched jobs to the final output printer us ing the DataGateway web user interface Batches can also be automatically released on a scheduled basis or downloaded in a zip archive file Automatic daily release may be suitable for a print operation in which as many documents are produced as possible before a particular cut off time in the day after which print pro duction begins and all those documents which were produced before the cut off time are guaranteed to enter the mail system that day Output batching is configured on a per queue basis The per queue options are configured in Print Platform gt Queue Config and are described in the section called Output The resulting documents are r
198. is stored to a system archive and electronic notification which may be email SMS message or both is sent to the recipient to inform them how they can pick up the document If the secure document delivery option is in use the procedure to pick up the document will involve the recipient logging in to an existing customer system or accessing a secure portal on the DataGateway The stored document is linked to the recipient s account or details and will be made available for download on successful authentication An alternative delivery option is for the document to be delivered by email attachment This is the simplest method but it does not offer an audit trail for tracking the delivery of a document A key feature of WML s secure document delivery is access to an audit trail for the delivery of the document to the recipient since all successful or failed attempts to download the document are logged to the system Repeat notifications can be sent to the recipient if the document remains undelivered and the system can be set up to fall back to print and mail after a specified time period has elapsed The administration interface provides controls to resend notification messages and to view or print documents as well as a document access timeline For more information about using DataGateway for electronic document delivery and for access to a live demo of the electronic document delivery system please contact WML 13 1 Overview Electron
199. is type based on phrases found on the document identifier page Phrase Match case Associated pages Action Lost Certificate Declaration C Home Renewal Confirmation a Accident Plan Policy Summary Legal Protection Policy Summary Legal Protection Policy Wording Accident Plan Policy Wording Lost Certificate Declaration Cover letter Home Renewal Confirmation Accident Plan Policy Summary Legal Protection Policy Summary Legal Protection Policy Wording Please enter an associated page phrase C Certificate T aps Associated pages are added by entering a phrase to trigger the association and selecting one or more page types to be associated with the document when that phrase is found on the identifier page Multiple page types can be selected from the list of available page types by holding down the control key while you make your selection 175 Document Content Control If more than one page type is associated with a phrase you can choose whether all or any of the selected page types should be present when the phrase is found Click on the add button to add the entry to the list of associated pages Document type DCC actions DCC actions may be set up to perform validation and other tasks on documents of specified types DCC actions may also be applied to documents of all types by configuring them on the All documents tab A DCC action implements a document check a manipulation or collection of positioned and labelle
200. isk by consulting Sys tem Settings gt Status Control gt Share mounts This will open a dialog containing a ta ble of File Systems and Mounted Network Shares If you have a Path of dev sdb with Mount Point etc persistent then you do have an attached logical volume Because this logical volume may be encrypted the best way to back it up is to copy the files from the DataGateway rather than via the underlying server 54 Disaster recovery and backup procedures Use scp to copy all files from etc persistent on the DataGateway to your local backup lo cation Use port 22 or 7522 VMware virtual machines If you are running your DataGateway on a VMware infrastructure please make use of the tools provided by VMware to make backups of your DataGateway Database backups An on board MySQL database is used to record information for the Document Content Con trol module the Electronic Document Delivery module and for full audit trail reporting A static virtual machine backup will copy the existing state of the database but it is also possible to make external backups of the database content To make dumps of the on board database ask your vendor to set up a read only database user and then make use of the mysqldump utility to extract a snapshot of the database contents from the DataGateway Making backups of DataGateway system settings The DataGateway web user interface provides a method for saving configuration files such as
201. iter Type PDFCreator Location PDFCreator Comment eDoc Printer C Print to file Print range Copies All pages Number of copies 1 O Pages D SQs 3 ITSE Collate 1 2 1 2 Selection This is an example form m S Default English UK INSRT sTo D0 Be e 6 e 9 100 Examples of PDF printer drivers which can be used include Adobe s Distiller and the open source PdfCreator Figure 7 26 see www pdfforge org pdfcreator for a download Note The PDF specification is very broad and the DataGateway does not support every feature If you have trouble during testing of your PDF forms please contact support via your vendor Create and name a new template Figure 7 27 Template manager before any templates have been created Data Template Manager Template List Logic Editor Logic List Template Editor No templates are available to edit Create one here If no templates have been created on your DataGateway the template manager will be emp ty with just a link to the template list page Figure 7 27 131 Template Management Figure 7 28 The empty template list Logout Template List No templates have been created Template Name Document Basis Number of elements Action Enter template name of To create a new template from the template list page enter a new template name in the text field and press
202. ith a different layout to the original page on which to continue the display of elements in the data group Note If no overlay elements are added to the continuation template page a copy of the original page will be used as a continuation page instead To set up the continuation page to display the overflow from a data group drag a copy of the data group from the Existing data groups list onto the continuation tempate page This creates a continuation data group for the original master data group The variable data key list cannot be edited for this continuation group the elements to be displayed are as specified for the master data group However the position size and spacing for the contin uation group may be changed as required You can add any other overlay elements such as forms static text or realtime data to the continuation template page 149 Template Management Figure 7 44 Letter template pages original page back and continuation page front Page l Page Papi Figure 7 44 shows the continuation page for our example set up to display the remainder of the letter text on a plain page starting at the top margin of the page and continuing down the full length of the page Two text overlay elements have been added at the bottom of the page to display the current page number Figure 7 45 shows the result of processing an input file for which the main text of the letter overflows onto the continuation page u
203. iver PPD Options Kyo Se Alerts Configure the queue alert timings here Set the working hours during which the queue should be monitored This time is used daily but Saturday and or Sunday can be excluded using the checkboxes Finally enter a threshold time in minutes and a threshold number of print jobs lf after the threshold time has expired fewer than the threshold number of jobs have been printed on the queue an alert email will be sent out to the recipients listed in System gt Emails Start Monitoring at 00 00 stop Monitoring at 00 00 Set both to 00 00 to monitor continuously Exclude Saturday Monitoring L Exclude Sunday Monitoring L Set either time or jobs to O to disable monitoring Time Threshold minutes 0 Minimum Jobs Threshold 0 Send email even when enough jobs are processed L Update Firstly set the working hours during which the queue should be monitored using the drop down controls Choose a start time and an stop time for the queue monitoring period This monitoring period will be applied daily though Saturday and Sunday can optionally be excluded using the checkboxes for five and six day production weeks To monitor the queue continuously set both start monitoring and stop monitoring times to 00 00 89 Queue Management Next enter a threshold time in minutes and a threshold number of print jobs If after the threshold time has expired fewer than the threshold num
204. l or negative identifier for the page type A phrase that will only ever occur on this page type is a strong identifier one that is likely to occur on other page types as well as on this type is a weak identifier A phrase which is unlikely to occur on this page type is a negative identifier Note When choosing identification phrases that are positive identifiers for a page type it is useful to choose phrases which are unlikely to appear on other page types to avoid false positive results for pages of other types Identification phrases that are negative identifiers for a page type can be used to disam biguate that type from other similar page types You can use the neutral setting to test the performance of the configuration without the contribution from a particular phrase If you decide that an identification phrase is unnec essary then it is best to remove it as this will make the page type analysis more efficient By refining the strengths of the identification phrases associated with a page type it is possible to fine tune the identification of pages of that type within a document see Testing the configuration 172 Document Content Control Page type DCC actions DCC actions may be set up to perform validation and other tasks on pages of specified types DCC actions may also be applied to pages of all types by configuring them on the All pages tab A DCC action implements a document check a manipulation or
205. le and errors in the input data are more likely to lead to no output rather than incorrect output It is easier to detect that there is an error in the system if no document appears XML input data In XML input data the first line should be an XML declaration the presence of which tells the DataGateway that the data is in XML format The DataGateway looks for sections and key value pairs within a parent XML element named Wm1Xm1Data A single XML input data file may contain the variable data for either a single document ora batch of many The input data may be given an overall batch reference witha variable element with key attribute equal to WmlBatchRef the value of WmlBatchRef is encoded in the Info dictionary of the generated PDF Note Within the context of structured input data the term job is equivalent to document or document data set Alongside the batch reference it is also possible to specify the default WmITemplate for all documents in the batch These two variables are shown in Example 7 2 Example 7 2 First lines of some XML input data lt xml version 1 0 gt lt WmlXmlData gt lt Batch reference string gt lt variable key WmlBatchRef value MyInputBatch gt lt Batch default template gt lt variable key WmlTemplate value myTemplate gt Job and Page elements Within the parent Wm1Xm1Data element each document data set or job should be en cl
206. le with one line for each overlay template The template name is shown as well as the document basis the number of overlay elements in the template and a column of action buttons 108 Template Management Note The meaning of document basis will be described later Figure 7 6 The overlay template list Will Logout Template List The table below lists the templates available Template Name Document Basis Number of elements Action STD_TRAILER Automatically select with 1 page 12 T WML1 Automatically select with 1 page 18 T ta 2 test3 Automatically select with 1 page 4 a ty 2 test Automatically select with 1 page 4 T t 2 To create a new overlay template enter a name for the template The name should be unique because it is used as an identifier for selecting the active overlay template either manually or by means of a trigger in the input data Click on the add button to create the new template You may also duplicate an existing overlay template by clicking on the duplicate button for the template that you wish to copy A new template will be created and added to the list While a newly created overlay template does not contain any overlay elements a template created by duplication will contain copies of the elements in the duplicated template You can change the name of an existing overlay template by editing the value in the text field and clicking on the update button Note If you m
207. load the document via a secure portal or through an existing customer account which is associated with the document for download using information such as a document customer or policy reference The document is made available for download on successful authentication The secure delivery option has the advantage that a document audit trail is produced with any attempts to download the document being logged to the system The delivery of a doc ument is considered incomplete until the document has been downloaded successfully by the customer If a document remains incomplete repeat notifications may be sent and the system may be configured to fall back to print incomplete documents for mail after a spec ified time period The electronic delivery customer support interface provides access to the delivery status and access timeline for each document in the system Notifications can be resent and doc uments can be viewed printed or cancelled Document records are located by searching on delivery details or document identifiers such as document customer or policy reference 13 2 Configuration The main configuration of the electronic document delivery system is carried out on the Electronic Delivery gt Configuration page of the DataGateway web user interface which provides controls to configure core and per queue settings You can also configure the form of the notification messages to be sent out by the system by going to Electronic Deli
208. log stores messages relating to other aspects of the system Example 5 1 shows an example set of log files 61 DataGateway Configuration Example 5 1 Example system log files 2009 07 10 wmlpp_job log 2009 07 12 wmlpp_sys log 2009 07 10 wmlpp_job log partner 2009 07 13 wmlpp_job log 2009 07 10 wmlpp_report csv 2009 07 13 wmlpp_report csv 2009 07 10 wmlpp_sys log 2009 07 13 wmlpp_sys log 2009 07 11 wmlpp_job log 2009 07 14 wmlpp_job log 2009 07 11 wmlpp_job log partner 2009 07 14 wmlpp_job log partner 2009 07 11 wmlpp_report csv 2009 07 14 wmlpp_sys log 2009 07 11 wmlpp_sys log wmlpp_job log 2009 07 12 wmlpp_job log wmlpp_report csv 2009 07 12 wmlpp_job log partner wmlpp_sys log 2009 07 12 wmlpp_report csv wmlpp_job log and wmlpp_sys log are rotated daily in the early morning Each day the files are renamed in the format YYYY MM DD wmlpp_job log for wmlpp_job log and the current log is then truncated The system messages for the previous day are stored in the dated file For example 2009 07 12 wmlpp_job log contains the job logs for 2009 07 11 When network share or hard disk storage is available reports can be generated from the syslog data Check Generate reports from syslog If you wish to receive reports by daily email check the Email reports box and configure email settings for the DataGateway as described in the section called Email settings More information about the content of the rep
209. lt 0 fontsize Optional The font size in points at which to display the tag Default 6 Application This action can be applied to an entire document whether the document s type has been determined or not Trigger output queue This sets the output queue based on information extracted from the document and stored to the PDF document information dictionary using page type actions such as Get labelled value or Get positioned value If the mapping between values and queue names is provided and contains the stored value then the queue name specified for that value will be used Otherwise the stored value itself is used for the output queue Parameters The parameters for the Trigger output queue action are valueStoredAs Stored label for the queue value value 1 queue name 1 Optional Mapping between values and queue names value 2 queue name 2 in case the stored values do not match the target queue names Application This action can be applied to an entire document whether the document s type has been determined or not 9 3 Testing the configuration You can test the configuration at any stage by applying it to one or more example docu ments that you have uploaded to the system Example document analysis The Example document analysis section lists all uploaded example documents and pro vides controls to upload refresh view and delete example documents Click on Upload to upload a new example docu
210. lue Optional Whether to store an empty value Default no addtodoc Optional Whether to add the labelled value to the PDF document information dictionary Default no The optional butnot and end parameters allow refinement of how the label is selected end defines a separator between the label and value text which is useful if the label and value appear in a single text element butnot specifies text that should not appear in the same phrase as the label making it possible to avoid matching the label text incorrectly in certain circumstances For example consider a document in which your premium was being used to check a monetary value which appeared in a side column of the covering letter If the body of the 187 Document Content Control letter contained the sentence We have pleasure in confirming that your premium covers you then the but not parameter could be set to covers to ensure that the value in the side pane was always correctly located and the value in the body ignored The parameters xrange yrange xfuzz and yfuzz determine the expected placement of the value with respect to the label The value associated with the label is usually to the right of or below the label but can be to the left or above The xrange parameter defines the range in PDF units of 1 72 inch or 0 353 mm within which the value is expected to be found to the right of the label The nearest candidate value within this range is chosen T
211. ly Select Lanquage English en gt Update The drop down controls can be used to select your timezone and language locale It is important for time keeping see System date and time to set the the correct time zone in which you are operating To save your changes click on the Update button System logging To access the system logging controls Figure 5 4 select System Settings gt Log The system logging controls allow you to choose whether or not to permanently store sys tem log messages As well as being useful for diagnosing problems the system log is essen tial if you wish to generate print reports Chapter 11 Print Reports If left unconfigured the DataGateway will only store system messages to a temporary log in RAM This log is frequently truncated and overwritten In order to permanently store the system log messages may be sent to a syslog server or to another DataGateway device If syslog messages are sent from one DataGateway to another DataGateway then they can be encrypted Messages may also be stored to a network share or local drive on Server based and Virtualized systems 60 DataGateway Configuration Figure 5 4 System logging System Log View internal system log System Settings gt Status Control Cl Send syslog messages to 192 0 0 1 port 514 protocol Receive network syslog messages on port 514 protocol UDP 5 Generate reports from syslog must store log message
212. m pages 1 Copies 0 page extra copies 6 Subtotal Total B O 0O Secure forms Mandatory C Auto filled C Remove NS Payfnent Terms are within 30 days from the date of invoice i Pledse make all cheques payable to William Matthew Limited Elements Z Duplicate on copies Vinee i a a Page size A4 Format Default Units points Date format 2013 03 04 Registered Office 55 Workley Road Sheffield S57 8AA Time format 15 57 50 istered in England No 1234 56 7VAT Rag No 123 012345 The template manager consists of the following components hy Ze The title this tells you the name of the current overlay template A top toolbar which allows you to switch to a different template or create a new one The template canvas showing you how the overlay elements will print At the top of the canvas is the canvas toolbar The element editor to the right of the canvas which contains settings for the currently selected overlay element s The overlay elements box from which you can drag text elements onto the canvas and activate PDF form elements The template settings box which allows you to change the overlay template s attributes The Test Data box which contains an upload field which you can use to upload an ex ample print job This is used to test your overlay template without the need to fully set up a print queue The template download box not visible in the image below
213. mail and text messages These tem plates will be used in order until the final template is reached If the system is set up to send any subsequent messages these will use the final template At least one message template needs to be set up for each type of notification in use You can add messages by going to the New Email or New SMS tab entering the message text in the editor area and clicking on the Save button You can delete an existing template by going to the relevant tab and clicking on the Delete message button Special tags prefixed with are used to place document customer identification codes into either text or SMS messages These will be replaced by the corresponding details when the messages are sent Together with the customer details these dynamically inserted de tails can be used to identify the document on the system that is to be delivered to the re cipient See Special tags for use in message templates for a list of the tags which may be included in message templates 222 Electronic Document Delivery Special tags for use in message templates oe Scustref Document customer or policy reference Scode Access code for secure portal delivery fname Customer first name for secure portal delivery lname Customer last name for secure portal delivery You can test a template by clicking on the Test message button You will be prompted to enter recipient details then a message will be sent to th
214. me Static Variable Forms Pagel F 5 Variable data _firstkey_ Display Values Delete Example Data _name_ _address__ u WmilBatchRet_ e Wmi emplate_ e address name_ New data a _firstkey_ _Add Manual Key Data groups Add Data Group Figure 7 17 shows the result of uploading the example shown in Example 7 1 The Upload Example Data button has been replaced by two new buttons and a list of the keys in the uploaded example data address and name Figure 7 17 also shows firstkey name and address placed on the template canvas In com mon with all other text elements multiple copies of each variable data element can be placed on the canvas Here the name key could be printed in several different locations on the same page ym el The new buttons are Display Values and Delete Example Data Delete Example Data simply clears the example data from the template leaving only any existing variable data elements i e those which have been placed on the canvas and saved 123 Template Management Figure 7 18 Overlay elements Variable Data tab showing values Realtime Static Variable Forms Page 1 TER 5 Variable data EMPTY Display Keys Delete Example Data Mr Jones a EMP TY a EMP TY a 4 Tenants Drive Mir Jones Existing variable data
215. ment Choose a document that is repre sentative of a type of document that you will be sending through the system When the 192 Document Content Control document has been uploaded it will be analysed using the current profile including any unpublished changes and the results of the analysis will be made available to view You can refresh the analysis of an existing example document by clicking the refresh button for that entry To refresh all existing example documents click the Refresh button at the bottom of the list of example documents Note A full refresh of all example documents may take some time to complete A summary of the example document analysis results is given in the list of example docu ments The overall document type and the page types identified by the analysis are shown for each document The expected outcome of sending the document through the system is also shown that is whether the document would be released or held for some reason When the currently selected tab is Document Type Configuration or Page Type Config uration example documents that identify as or contain the current type are highlighted Click on the information icon next to an entry in the list of example documents to bring up detailed results of the example document analysis Example document analysis results Document analysis summary The document analysis summary provides an overview of the document analy
216. ment template OUTBATCH_OVERLAY Batch header STD_HEADER S Batch trailer STD_TRAILER e The template specified in Document template is applied to all the pages in the output documents and allows the document sequence number the page number page count date and time to be applied to each page in the output documents This may be important to provide a reference from which spoiled documents can be identified for re print To further aid the production process a batch header and trailer document can be created containing the number of documents the sequence start and end numbers and a number of other pieces of information Figure 17 2 To define how the header and trailer will appear templates should be set up in the Template Manager and selected in Batch header and Batch trailer Warning Currently it s possible to create the header trailer and modify the documents in the output batch only if they are batched in PDF format The process of creating a batch header or trailer template is described later in this section 17 3 Output batch list Figure 17 3 Output batching List of pending jobs Logout Output Batches Reload page to refresh the list Queue Output Queue Applied in Release Parameters Output batches pending Action O1INPUT No output queue download backend Manual Threshold 4 batches 02DCC No output queue download backend Manual Threshold 20 batches i COURIER FINAL_COUR backend Manual Threshold 1 2
217. menu of the DataGateway web user interface In this section you can create and configure document content control profiles Document content control is activated by applying a DCC profile to a print queue You can maintain several profiles to be applied to different queues If this is the first time you have visited this section you will be prompted to create a new profile Otherwise you should make sure that you have selected the profile that you wish to work on before continuing You can change to a different profile using the Switch profile dropdown Profile configuration Adding a profile Click on New Profile or select Create new from the Switch profile dropdown You will be prompted to enter a name for the profile You should choose a name that differentiates the profile from any others on the system You will also be asked if you wish to create a core profile see Core profiles and inheritance Profile status A profile must be published before it can be used in production Any changes to the config uration of a profile will remain unpublished until you choose to publish the changes This allows you to test modifications to the configuration before applying them to a production print queue Figure 9 1 Profile status Profile status Published on 2077 05 12 16 47 35 There are unpublished Publish Revert changes The Profile status box Figure 9 1 displays the published status of the profile and provi
218. mplate For example you could not have Date real time data element on page one filled in as 14th Sept 2010 and one on page two filled in as 2010 09 14 Time format Like the date format menu this is a drop down menu with a number of formats for printing the current time in Time realtime data elements Note In the current revision of DataGateway it is not possible to have differing time formats within the same template 115 Template Management The canvas Figure 7 11 The template manager s canvas Mr Page D The canvas is the main work area of the template manager see Figure 7 11 which shows an empty canvas It displays the current template page as it would print Any active PDF form elements are displayed along with text elements and snap to lines if they are enabled You can select one or more elements they will turn orange when selected and move them by dragging Controls in the element editor allow changes to the font as well as enabling you to fine tune the position and width of the fields The canvas toolbar At the top of the canvas is the canvas toolbar This contains a menu to switch to other pages of the template the pages menu a media control button and a save button to write changes to the DataGateway The pages menu In Figure 7 11 the canvas of page 1 of the template is displayed This is seen in the menu at the far left of the canvas toolbar the pages menu To modify ove
219. n If Print for Delivery is chosen the document will be marked as Printed for mail Print to View leaves the document status as Not yet delivered Note To print a document a print queue must be specified This is done by setting the Output queue parameter in the electronic document delivery configuration The access timeline will be updated to indicate that the document was printed with refer ence to the selected print action If the document was printed for mail and delivery of the document was not yet considered to be complete then the status of the document will be set to Printed for mail This means that delivery of the document is considered to be complete Cancel document A document may be cancelled by clicking on the delete button After a document has been cancelled the customer will no longer be able to download it The status of the document will be updated to indicate that it has been cancelled 13 4 Web portal for electronic delivery Setting up the electronic document delivery web portal If you have configured the DataGateway to provide documents via a secure web portal then you will be sending the customer an invitation to access a PDF document via their web browser This web portal allows the document stored on the DataGateway to be accessed by your customer It can be integrated into your own website with the DataGateway pro viding only the backend functionality of serving and recording the download of the P
220. n 7 8 125 Template Management Forms Figure 7 21 shows the PDF forms tab This interface has a menu to select and activate PDF forms which have already been uploaded to the DataGateway a button to upload new PDF forms to the appliance and a list of active forms In this example no forms are active for the template Figure 7 21 Overlay elements Forms tab with no active forms Realtime Static Data Variable Data Forms Available PDF forms Activate an existing POF form Select S Activate or Upload a new POF form file Upload Form File Active PDF forms There are no active PDF forms Any PDF forms which you wish to use with the DataGateway must first be uploaded to the appliance Click on Upload Form File and browse to your PDF The file will be uploaded to the DataGateway and processed by the internal software to ensure it can be successfully parsed Note If the PDF cannot be parsed perhaps because it contains a feature unsupported by the WML PDF software then an error message will display Please contact your vendor with details of the problem ideally sending them a copy of the problem PDF 126 Template Management Figure 7 22 Overlay elements selecting a PDF form to activate Realtime Static Data Variable Data Forms Available PDF forms Activate an existing POF form Select Activate Select example invoice wml pdf example tandcs pdf wml innovtec
221. n entire document whether the document s type has been determined or not Store PDF size This DCC action gets the size of the PDF in bytes before any changes are applied and stores it to the DCC database and to the PDF document information dictionary The value is stored in the DCC database field labelledValues with the key WmlPd OrigSize This field exists both in the table docTable which contains infor mation about held documents and in out putDocTable which stores information about output documents The size is stored to the PDF document information dictionary as a separate field with the key Wm1PdfOrigSize Parameters This DCC action has no parameters Application This action can be applied either to a page or to an entire document whether the document s type has been determined or not Tag output queue This DCC action gets the final DCC output queue after any adjustments made by other DCC actions and adds it as the value of the Wm1DccOutQ tag to all pages of the document The tag is a text element of the form Wm1DccOutQ myqueuename placed at a given position on each page 191 Document Content Control Parameters The parameters for the Tag output queue action are xpos Optional The horizontal position from the left hand edge of the page in PDF units 1 72 inch or 0 353 mm Default 100 ypos Optional The vertical position from the bottom edge of the page in PDF units 1 72 inch or 0 353 mm Defau
222. n modify as appropriate for your new page type Note When you duplicate a page type DCC actions are not copied to the new page type You will have to re create DCC actions manually in the new page type Document identifier pages At least one page type must be designated to be used for document identification The con tents of pages of this type known as document identifier pages will be analysed to differen tiate between document types If a document doesn t contain any identifier pages then it will not be possible to identify the document so it is important to select an appropriate page type for this purpose More than one page type can be designated to be used for iden tification the combined contents of each such page in a document will be analysed during document identification Page type configuration To configure a page type click on the configure button gt for its entry in the list of page types or go to the Page Type Config tab and select the page type from the Switch page type dropdown Figure 9 4 Page type configuration Document Types Document Type Config Page Types Page Type Config All Documents Page type settings Switch page type Name Cover Letter Cover Letter S New Page Type Short tag LET Used for document identification Description Cover letter Phrase Match case Strength Notes Action Dear O High Your Ref LJ Medium A x ed v x Yours sincerely L High 4 x x Please enter an identification phras
223. n their metadata the infor mation displayed for each document or list all documents in a specific date range Searching document metadata Searching document metadata allows you to find particular documents by matching terms occurring in the document metadata For example you can enter a document reference to find a specific document or a page type tag to find any documents including that page type Search terms can be combined allowing you to refine the search results as required To search for matching output documents enter search terms in the Search all documents search field and click the Search button Search tips Use space or comma separated search terms You can group terms containing spaces or commas using double or single quotes direct print or direct print Searches are case insensitive B12345 and b12345 will return the same results You can use the terms AND and OR upper or lower case to determine how to combine search terms AND is the default The search Cover letter is equivalent to Cover AND letter and would not return the document type Cover note but Cover OR letter would Use the following forms to search for a specific date or time 2011 02 14 or 15 48 Searching by date range You can display documents for a specified date range using the fields in the Select report period box To list output documents for a given date range choose the required period day week month or custom and enter
224. nager passwords Password Password Management Change System Password Your password must have a minimum length of 5 characters New Password Re type Password Update Password Change Print Manager Password Your password must have a minimum length of 5 characters New Password Re type Password Update Password You can use these controls to set passwords for the system and print manager users To change either password you can t change both at once enter the new password in both boxes and click on Update Password Note Passwords must have a minimum length of five characters The default password is blankdoc System settings To access the controls to backup restore and reset system settings Figure 5 8 select Sys tem Settings gt Backup 66 DataGateway Configuration Figure 5 8 System settings Settings A Successfully created the backup file Now press Download The Backup to save a copy onto your system Choose the selection of settings Upload a previously saved settings file here then press the Restore From File button to apply the settings System Files And Settings Network Settings Upload Backup Print Job Data Restore factory default settings for passwords and network vV Print Queues at Factor vj _ Overlay And Logic Profiles Select Deselect All Factory Defaults Create Backup Download The Backup Backing up system settings Before backing up t
225. name_ Ref No en T Pore _rererence _ _addr3_ Postcode _postcode_ Tel _telephone_ Mobile mobile Dremenet eal ihr Pham arimia ra bad ru Figure 14 1 shows a sample template in the overlay template editor It consists of a PDF form background on which numerous variable data elements are placed with key names such as name addr1 addr2 and so on Figure 14 2 The Secure Form login Print Admin Password anin Please enter the password to administer your device Print Admin password eeesesee Login Or go to System Login Powered by Wiil Terms and Conditions To access the Secure Forms interface log out of any DataGateway system admin session you have Redirect your browser to http DataGateway address formportal cgi You will see a login page as shown in Figure 14 2 The password is by default the same as for the system admin interface i e blankdoc 236 WML Secure Forms Figure 14 3 The Secure Form interface ji WML Dynamic Web to Print f X A WML Innovative Technolog M WML Secure Forms Logout Pag 1 1 A 0 0 e e 8 k a Will SALES CONTRACT Name Mr Steve Smith Ref No Postcode Tel Mobile Product code Qty Description 2 p v Done wmlvpp wml 6 S Figure 14 3 shows the Secure Forms interface which would be presented to the sales assis tance and the customer It s a very simple interface with the form laid out as it would print and a top
226. nd apply logic actions where conditions are matched To change the overlay template for the queue select the Profiles tab Figure 6 8 83 Queue Management Figure 6 8 Queue configuration Profiles tab Queue Config Switch to queue Default Print status page Input Text Profiles Archiving Failover Alerts PPD Driver PPD Options Kyo Settings Output Choose an overlay profile for this queue from the list below or Choose a logic profile for this queue from the list below select Triggered if you wish to switch profiles dynamically using the input data for a print job Use logic profile None When Triggered is selected the name of an overlay profile should be included in the input data to select the profile required Use overlay profile Advert Demo Update You may choose to apply an existing overlay template to the queue by selecting the tem plate name from the drop down control Alternatively if you wish to switch overlay set dynamically using the input data for a print job you can select Triggered The print input data should then include the name of the overlay template to be used Logic profiles are bound to the queue in a similar way using the corresponding drop down menu of available logic profiles Note If both an overlay template and are bound to a queue then any overlay template which is triggered by the logic profile will be applied to the job If no template is triggered by the logic profile
227. nt control system extracts each document s unique identification de tails so that sections of a document which have been delivered separately can be matched up Other document content control features include ensuring that all required enclosures are present checking for specified flags or exclusions and performing validation checks such as checking the form of a salutation or checking that a monetary value is within sen sible bounds The system can also extract information for use in other functions such as electronic document delivery As an additional benefit management information reports may be generated to enable profiling and analysis of the numbers and types of documents passing through the system For more information about how DataGateway can meet your document content control requirements please contact WML 9 1 Overview The document content control DCC system works by identifying the different page types that make up a document Pages of certain user specified types called document identifier pages are analysed to identify the overall document type Example 9 1 Document types A document might contain the letter page type amongst others By analysing the con tents of a letter page it is possible to differentiate between a quotation document and an order confirmation document Once the document type has been determined the document can be analysed further ac cording to its type to determine i
228. nteway x Q Type here to search Wm My Computer E datagateway E PdfPlus1 E barstorm1 E datagateway1 E esxtest2 5 datagateway v Devices 2 Shared VMs mE Memory 256 MB fz 192 168 0 158 gt Power on this virtual machine Cif Edit virtual machine settings J Processors 1 amp Hard Disk SCSI 2 5 GB y CD DVD IDE Auto detect H Floppy Auto detect Fa Network Adapter Bridged Aut USB Controller Present Q Sound Card Auto detect Printer Present v Virtual Machine Details Display Auto detect State Powered off Configuration file C Users seb Documents Virtual a Machines datagateway datagateway vmx v Description Hardware compatibility Workstation 9 0 virtual machine Type here to enter a description of We hope you found this walk through for VMware Workstation useful If you compare this with the VMware Server walk through you will see the process has many common features VMware vSphere ESXi walk through This walk through demonstrates the set up of a Virtualized appliance on a VMware ESXi hypervisor version 5 1 0 The ESXi hypervisor is controlled from vSphere client 5 1 0 run ning on Windows 8 Note It is assumed that you have a server with VMware ESXi version 5 1 0 already installed on a server and VMware vSphere client version 5 1 0 on a separate PC or laptop For help installing VMware vSphere please refer to the VMware website 31 Getting Started Figure 2 30 The Summ
229. o queue FINAL RM S Print status page Input Text Profiles Archive Failover Alerts Archiving Archive jobs to network attached storage Share Type Local Drive Available SMB CIFS shared folders Manual path entry You may need to enter your username password in the fields below to discover the shares on your network Share username Share password Archive expiry 7 days Update Re printing the document Logout PPD PPD Options Output Info a Ll pm 6 Arcnive File Name The archive file name will be formatted as follows Use the controls below to customize the format Iprjob_ Feb2112_ 113431 pdf Fields Job title Date Feb2112 Time 113431 amg x Add a field Date e 2012 02 21 gt d Field separator Underscore os Suffix pdf To re print a document the archive is accessed via File Manager gt Archive Files This page shows a simple search box Figure 17 21 In this example the search has returned a single document ob0001001_dccOut1000_987987_pdf pdf Note The information following obNNNNNNN_ is the original title of the docu ment In some systems this contains a unique document reference which is viewable on the document This can be used as the re print reference in situ ations where the ob sequence number cannot be printed on each document 262 Output Batching Figure 17 21 Output batching Searching for a spoiled document using th
230. o use Virtual Machine Version Guest Operating System CPUs Virtual Machine Version 4 deinen This version will run on VMware 3 0 and later and VMware Server 1 0 and later This version Network is recommended when sharing storage or virtual machines with ESX up to 3 5 SCSI Controller Select a Disk Virtual Machine Version 7 Ready to Complete This version will run on VMware ESX ESXi 4 0 and later This version is recommended when sharing storage or virtual machines with ESX ESXi up to 4 1 Virtual Machine Version 8 This version will run on VMware ESXi 5 0 and later Choose this version if you need the latest virtual machine features and do not need to migrate to ESX ESXi 4 cout Tens e The Virtual Machine Version window allows you to specify the hardware compatibility for the virtual machine This may be a consideration if you wish to move your virtual machine to older versions of VMware ESXi or to other VMware infrastructure products In our ex ample we leave it at its default of 8 37 Getting Started Figure 2 37 Specifying the operating system for the guest appliance x Guest Operating System Virtual Machine Version 8 Specify the quest operating system to use with this virtual machine Configuration Name and Location storage Windows Virtual Machine Version Guest Operating System CPUs Other Memory Network SCSI Controller Select a Disk Ready to Complete Identifying the quest operating system here
231. o work in pairs in which data is transferred from one Data Gateway to the other ensuring secure audited automated data transfer across a wide area link 204 Print Reports Note This feature is not available on other WML products such as PdfPlus and PrePrint The log messages from each DataGateway are stored on both systems An SSL tunnel is used to transfer the messages in real time The ports used by the SSL tunnel are configured in System Settings gt System Logging Send syslog messages to should be set to protocol TCP SSL and the suggested port to use is 5140 Receive network syslog messages should have protocol set to TCP SSL and again it is suggested that port 5140 is used This port will need to be opened on any firewalls which are configured between the DataGateways In addition to the real time log messages an SSL based secure copy process is used to trans fer some files especially logs recording barcode scans of documents To enable this trans fer the sending DataGateway should be permitted to make a connection on TCP port 7522 to the receiving DataGateway 205 206 Chapter 12 Appliance Manager Appliance Manager is an optional module for DataGateway which allows you to manage a group of WML appliances The module is enabled with a licence key on a single DataGate way which becomes the master appliance manager on the network Appliance Manager has the following features e Catalog individual appliance
232. oad Average 0 System Uptime 24 days 17 8945 hours 192 168 0 102 II lial 9 Firmware Version 20110106_1432 app Network name or address Groups fo 192 168 0 103 H RAMDisk Storage 181 MB K Store Persistent Storage 2205 MB 192 168 0104 H Total Memory 502 MB Active Memory 106 MB 192 168 0 105 E Buffered Memory 34 MB ermany Cached Memory 122 MB 192 168 0106 Inactive Memory 58 MB Status time 2011 01 31 8 37 AM Close hi Most of the status fields displayed in Appliance status are self explanatory but note e The Status time displayed is the time as reported by the clock on the managed appliance Of the memory fields the most important is Active memory which should be less than Total memory by a sensible margin The memory data is extracted from the Linux kernel s proc meminfo When using Appliance Manager it is important to ensure that all appliances have the same system time The best way to achieve this is to make use of the NTP feature See the section called System date and time Note If the system time on the managed appliances differs by a significant amount from the appliance manager then the SSL encrypted communication between appliance and manager will fail SSL certificates do not validate if they appear to be too old or exist in the future Appliance report To view a full report use the Appliance Report button This will generate a comma sepa rated value form
233. ocu ment type it is useful to choose phrases which are unlikely to appear on the identifier page for other document types to avoid false positive results for other document types Identification phrases that are negative identifiers for a document type can be used to dis ambiguate that type from other similar document types You can use the neutral setting to test the performation of the configuration without the contribution from a particular phrase If you decide that an identification phrase is not necessary then it is best to remove it as this will make the document type analysis more efficient By refining the strengths of the identification phrases associated with a document type it is possible to fine tune the identification of documents passing through the system Associated pages You can specify a list of associated pages Figure 9 5 for a document type These are page types that should be present in a document of this type when certain phrases occur on the identifier page For example a letter may state that the recipient should find enclosed the terms of business agreement this statement can be used to indicate a requirement for pages of that particular type If a page of a required type is not present in the document then the document will be marked as incomplete by the system and will be held back to await completion or review Figure 9 5 Associated pages Specify page types that should appear in a document of th
234. odify the name of a template which has been assigned to a particular queue you will need to re assign the template to the queue using the new name From the template list it is possible to drill down into the template manager for any of the listed templates Edit a template by clicking on its configure button gt 7 5 Overlay template manager The overlay template manager was shown previously in Figure 7 1 and is presented in full view below Figure 7 7 109 Figure 7 7 The overlay template manager Template Management Switch template 4 Test data upload 7 E test New Template Queue settings from O1INPUT Upload Test Data 4 Edit selected elements x Realtime Static Variable Forms 5 Page Lle S 3 Position Variable data n 15 Example data X 83 Y 215 pt jja Display Values Delete Example Data 77 BER muk Width 67 pt irra beifen Wrap text O0 1 _ Line spacing 1 23 e 22 s Inyoice address INVOICE Display _WmlBatchRef_ Hidden O _WmIDocRef_ address 1_ address2 c a WmiTemplate_ L address3_ Gitar ca Depends on No other element _address1_ Pil ISS Last page for None 2 address2 Invoice date a _address3_ Groups _company_ Vertical group O Prq Hours items Ai Am _copyLabel_ _letterline1_ Formatting Helvetica 13 Add Manual Key Data groups Add Data Group Template settings Name test Basis Automatic default Nu
235. olders are not viewable when connected directly to a host To view VM folders and specify a location for this VM connect to the vCenter Server Memory Network SCSI Controller Select a Disk Ready to Complete You can now choose the name for your virtual machine Here it has been named data gateway Figure 2 34 35 Getting Started Figure 2 35 Choosing a datastore for the virtual machine Storage Select a destination storage for the virtual machine files Configuration Select a destination storage for the virtual machine files Name and Location eT z z z aa gt i 4 d g1 CINGHIA riwe Type apacity Provision ree Type in Pro Virtual Machine Version 460 25 GB 4 59 GB 456 85 GB WMF55 Supporte Guest Operating System CPUs Memory Network SCSI Controller Select a Disk Ready to Complete Drive Type Capacity Provisioned Free Type Thin Provi The next window allows you to specify a datastore in which you will create or find the virtual disk for the machine Choose the datastore to which you uploaded the DataGateway vmdk files In this example there is only a single datastore called datastore1 36 Getting Started Figure 2 36 Choosing the virtual machine hardware compatibility Virtual Machine Version Virtual Machine Version Name and Location St This host or duster supports more than one VMware virtual machine version Specify the virtual aRTSTe machine version t
236. on response if fileurl response text 4 fileurl is relative with the form view edoc aaaaaaaaaaaaaaaaaaaaaaaa pdf fwebuiFileDialogShow does a window open on the passed in path and also creates a fall back dialog with a link to the document S fwebuiFileDialog fwebuiFileDialogShow pathPrefix S fileuri response text if error response text 4 S EddFeedback fwebuiError Failed to get document S error response text by error function error_message S EddFeedback fwebuiError Failed to get document Error code error_message status b a JQuery Cross site scripting issues All web browsers will prevent a javascript script on a web page from making an HTTP re quest to a page on a different domain This is to combat a common technique used to hijack websites Because of this limitation it is essential that the eddportalops cgi program on the DataGate way is accessible on the same web domain as the customer facing portal page Most web server software can be configured to redirect requests to certain URLs and you may need to use this redirect functionality to allow the DataGateway to be accessed on your normal website domain For example see the ProxyPass and Redirect configuration parameters for the Apache HTTP server 234 Chapter 14 WML Secure Forms WML Secure Forms is a module for DataGateway which ext
237. on Preferences ize VMware Workstation to your way ng re Updates or software updates for VMware tion Virtualize a Physical Machine Help a Create a virtual machine from an existing View the help topics for VMware v As we will use a pre existing virtual disk containing a ready to boot operating system se lect I will install the operating system later on the Guest operating system installation window Figure 2 17 22 Getting Started Figure 2 17 Selecting the source for the operating system for the virtual machine g VMware Workstation O o File Edit View VM Tabs Help B l dlog Library x Q Type here to search X Guest Operating System Installation A virtual machine is like a physical computer it needs an operating g m My Computer system How will you install the guest operating system E PdfPlus1 Install from E barstorm1 5 datagateway1 GA esxtest2 3 DVD CD RW Drive D Shared VMs Network Editor 192 168 0 158 the network configuration used by achines on this computer Installer disc Installer disc image file iso Browse n oe ation Preferences ize VMware Workstation to your way I will install the operating system later The virtual machine will be created with a blank hard disk or software updates for VMware tion Virtualize a Physical Machine Create a virtual machine from an existing 4 VMware Workstation
238. on options allow the production user to have A4 or Letter viewer ready PDF files laid out on A3 so that they are printed in the most economical way using A3 production print equipment This important feature allows a customer to generate and archive PDF files which are suit able for local printing electronic delivery and viewing but which can be printed using the best method at the print production house When imposition is applied the DataGateway output filters create a new copy of the docu ment with the media sizes simplex duplex settings and page order re configured for the new output An incoming document containing 10 A4 pages may be output as 2 A4 pages 95 Queue Management followed by a single A3 page ready for booklet style folding followed by 4 more A4 pages It is possible to have the A3 pages output on a separate queue so that different production equipment can be used to produce the documents If imposition is required it must be triggered from settings applied in the Template Manager Apply Imposition set to Triggered To have a section of a document converted to A3 the document should be created or manipulated via the Template Manager and the relevant media options should be applied to the document For further details see Chapter 7 Media size duplex and page scaling can all be set for the pages which will be re ordered Media size refers to the output media size onto which the pages in the input document will b
239. onfiguration requires you to make a list of the different types of document that you expect and give the system a set of rules that it can use to identify each of them 173 Document Content Control Adding document types Go to the Document Types tab to start adding document types to your profile You should define a document type for each distinct type within your documents for example quota tion order confirmation delivery note Each document type is assigned a name and op tionally a description After filling in the details for your new document type click on the add button to add it to the list The details of an existing document type can be modified at any time by editing its entry in the list of document types Document type configuration To configure a document type click on the configure button gt for its entry in the list of document types or go to the Document Type Config tab and select the document type from the Switch document type dropdown Document type identification phrases Document types are identified by means of user specified identification phrases These are phrases which may be linked positively or negatively with a given document type By defining a set of identification phrases and specifying the strength of association of each for the document type it is possible to use the occurrence of these phrases on an identifer page to determine whether the document is of the given type Note
240. ontent Control min The minimum acceptable value max Optional The maximum acceptable value absentlabelok Optional Whether a missing label is acceptable If no the document is held if the specified label is not found Default no The remaining optional parameters for this action are used to refine the process of select ing the labelled value and are as detailed for the Get labelled value action Application This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be applied to an entire document Check numeric value This DCC action checks the value associated with a label to determine if it is a numeric value within a user specified range This action is based on finding a labelled value The label should be a normal piece of text lo cated on the page It is permissible for the label and value to be located outside the printable area of the page so that it may be acted upon but not seen when viewing the document If the specified value is found to be less than the minimum or greater than the maximum if given then the document will be held for review Parameters The parameters for the Check numeric value action are as detailed for the Check mone tary value action Application This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be applied to an entire document Check salutation
241. ort can also be set in the Print Queues list Note If the CDL module has been licenced DataGateway only some additional fields will be visible here allowing you to specify that the incoming data is expected to be CDL formatted data The Input LPD Queue field can be set to a value with less than 256 characters and no spaces This alias can be used with the LPD input protocol in place of the actual name of the queue The LPD queue alias defaults to the name of the queue HTTP GET POST input To enable the queue to receive data via an HTTP GET or POST request to sendfile cgi check the box in HTTP GET POST Note The HTTP GET POST input feature uses a licence credit for each queue on which it is enabled Making an HTTP POST request Note While it is possible to use an HTTP GET request to send data to the DataGateway it is more natural to use HTTP POST which is the recommended request to use 78 Queue Management To print some data to the DataGateway make an HTTP POST request with the following pa rameters in POST form use the application x www form urlencoded POST request type e queue The queue to which you wish to send the data required e copies The number of copies of the data which should be output defaults to 1 if omitted title The title for the job optional user The user who sent the data optional data The data for the job required All parameters should be url encoded This will be nec
242. orts is available in Chapter 11 Note The partner files are present in Example 5 1 because this DataGateway is gen erating reports as an internet linked pair of appliances The partner logs are pulled from the transfer partner appliance in a case where the system log mes sages from the partner are required to complete the report To save your changes to the system logging settings click on the Update button Selecting network hard disk storage The Network Hard Disk Storage section enables you to specify a network share or local drive on Server based systems to use for system log storage The network share may be either a Unix Linux Network File Server NFS share or a Windows Samba SMB CIFS net work share The preferred storage option may be selected using the Share Type drop down Selecting a share NFS Linux Unix shares To connect to a Linux Unix NFS share choose NFS Linux Unix from the Share Type drop down Enter the path to the NFS share in the following format 62 DataGateway Configuration Network IP Address folder path For example 192 168 100 100 input_data The NFS server s exports file should be configured to allow both read and write access to the directory path input_data in the example An example of a suitable line in etc exports on the NFS server is input_data 192 168 0307 25522552255 U rw nO root squash sync subtrees check If the NFS share is to be used as
243. osed within a Job element Each job should be given an id attribute which is the job number and should start at 1 rather than 0 139 Template Management Warning If the input data contains more than one job then it is necessary to specify an output queue to process the output documents built from the input batch This is set in Print Platform gt Queue Config gt Text Inside the job element key value pairs can be specified either to apply to the entire docu ment or to each page of the document Key value pairs are stored in variable elements each of which defines a single piece of text to be placed on the print job Each variable element should have a key attribute and a value attribute The value will be placed and formatted on the document according to the location font face and font size which has been assigned to the key in the Template Manager The special key value WmlTemplate can be specified to override any batch default tem plate for the job The key value WmlDocRef is used to provide a unique document iden tifier which is encoded into the Info dictionary of the generated PDF WmlDocRef is used as the main document identifier within the Document Content Control module see Chap ter 9 If your document needs to display a different value for a given key value pair on each page then you should separate the job with Page elements Each Page element must contain an id attribute specifying the page num
244. ou plugged into the host bra Memory and Processors ari Add a USB Controller wr Hard Disk i Don t Add a USB Controller Properties Network Adapter g ua Properties as Or CD DVD Drive amp ua Floppy Drive Ne USB Controller Ready to Complete he On the CD DVD Drive window Figure 2 9 click Don t Add a CD DVD Drive Likewise on the floppy drive Figure 2 10 and USB Controller Figure 2 11 windows click Don t Add Figure 2 12 Ready to Complete a summary of your new virtual appliance Create Virtual Machine Pages Ready to Complete Name and Location Guest Operating System Please verify that your new virtual machine is configured correctly ol ore Memory and Processors Name wmlvpa preprint ar wi Location standard Hard Disk Guest Operating System Other 2 6x Linux 32 bit Properties Memory 512 MB Network Adapter Processors 1 yir Properties Hard Disk 2 451 GB pe as Network Adapter Using NAT Oi CD DVD Drive USB Controller No ke More Hardware pa Floppy Drive Ni USB Controller Ready to Complete Help Power on your new virtual machine now Back 19 Getting Started Click Next on the USB Controller window and you will arrive on the summary window Fig ure 2 12 When you click Finish your Virtualized virtual appliance is ready to use You can access the console of your virtual machines via th
245. ou can only set this after you have created your output queue There are no other special settings for the Strata input queue 243 Handling output from CDL Strata 16 3 Strata output queue The Strata output queue is a standard queue The only setting which must be made is the template choice In Print Platform gt Queue Config gt Profiles gt Use overlay template select either a static template or Triggered 16 4 CSV data stratapstocsv will extract any text between two special lines WmlInputDataStart and WmllInputDataEnd Ensure that these lines of text appear in your PostScript document The text extraction program used ps2ascii ps will concatenate texts which it believes to be in the same paragraph To ensure it separates out your key values write out your text with line spacing of 1 5 or 2 You can set the parameters for the CSV parsing in Print Platform gt Queue Config gt Text This allows you to choose the separator character enclosure character and page and job separators For more information about these see Section 7 7 Because the CSV text must be laid out in a PostScript document and then extracted in ASCII format from the PostScript it s important to correctly encode non ASCII characters using XML character references This is a way to specify the numeric character encoding of a character Any non ASCII characters in your keyed values should be presented as an XML character reference To dete
246. oup area and laid out according to the data group s parameters 146 Template Management Figure 7 41 Example showing a data group for the body of a letter Page 1 SHS 1 Edit selected elements x Position Will pt Wrap text 8 Line spacing 1 50 N p _company_ g _address1_ Display _address2_ lt _address3_ Ben Hidden O0 _telephone_ a Depends on No other element p s Groups _salutation_ Be Vertical group O Q Data group letter_text master i final_para ce space valediction q signed_by lv gt Eg dls Add key Select ke S is om y Height 360 Spacing 15 p Formatting a Helvetica 4 13 s B Ei E m Figure 7 41 shows the canvas for our letter template with a data group called letter_text to hold the main body of the letter placed beneath the salutation field The data groups controls in the element editor are highlighted in Figure 7 41 These fields are displayed only when a data group element has been selected The name of the data group is given followed by the word master in parentheses This indicates that this is the master data group for which we ll specify the variable data elements to be displayed The multiple select box has been filled with several keys These indicate the variable data to include in the group Entries may be added to the list using the Add key dropdown below which
247. out the need to go back to the original artwork editor 119 Template Management Figure 7 13 Overlay elements Static Data tab Realtime Static Variable Forms Pagel lt Static data Copyright 2013 New data Copyright 2013 Will ality S Figure 7 13 shows the static data tab with a single static data element containing the text Copyright 2013 To place the element drag and drop it in the usual way Multiple copies of the static element may be placed on the canvas To create a new static data element with different contents fill in the blank text field and press the button Add Text The new element will appear below Copyright 2013 You can now drag this element onto the canvas Note When a template is accessed the static data tab will show only static data ele ments which are placed on the template If you add a static element with the Add Text button then don t use it it will not be available the next time you load the template in the template manager Variable data elements A variable data element is a text element with a key When CSV or XML input print data is received specifying the value of this key the value is printed at the location specified by the element and in the specified font The use of variable data input also referred to as structured data is covered in greater length in Section 7 7 Using structured inpu
248. own in blue text These elements will appear on all other pages of the template For example if you switch to page 1 of the template the elements you placed on the All pages canvas will appear alongside those which will only appear on page 1 Saving changes To commit changes press the save button The element editor The element editor contains fields controlling the position width font face font weight and font size of selected elements Position and width The X and Y fields show the current X and Y position in the current units with respect to the top left of the page These values can be edited and the selected element will move to the new position Note The units default to points The units can be changed in the template settings see Units The Width field shows the element width in PDF units points The width is the required width of the element when printed It is used in the WML Secure Forms module to size the editable field for each variable data text element You can also check the Wrap text option to wrap the element text to the specified width The Line spacing field governs the spacing within a word wrapped text element The line spacing is specified as a proportion of the font size Formatting The font face can be selected from the drop down menu Directly to the right of the font menu is a field to specify the font size The available fonts are Times New Roman Helvetica Courier
249. pair of DataGateway devices ss sssssssssessrsesersessrsessrses 204 12 Appliance Manager oeiee eane a E E E 207 12 1 The Appliance Manager push s sssssssssessrsessrsessrsesersessrsersrsessrsersrsere 207 122 The Wiser interlace sacrer a aetctetest tient A eah ars eats tataeles 207 123 Applian Ces and CV OMS eine raini ara E anal A 208 Populating theappliance list tichskareel riedi iea i EEEE EEES 209 Appliance Status eniran Te e A N EA 210 Appliance reportado a N E E 211 Manasine PUSHES A cancdecaertaatncectnacenne e A 213 124 Stored CONTIG UPALIONG erne a E E T a 215 120 Stored HEMNE ann a O E A N 216 12 6 Appliance Manager for Disaster Recovery sssesssssrsrsersrssrsesersessrsersrses 216 12 7 Appliance Manager Networking sccssccsecssccsccescesccecesceseesesesceees 217 13 Electronic Document Delivery iinuenieiieniccer inaenea e Ea ai EEE 219 T OVENI EW agrea a E A E AE tava O E A 219 P2 Conn oura Osat a a n a a aces 220 Core and per queue settings sssssssessssesersessrersesersrssrsessrsersrsersrsers 220 Message templates noncer E E aman sheonawamecobace naceusaabens 222 13 3 Using electronic document delivery ccsscssccsecscceccscescesceescescees 224 Setting up a queue for electronic document delivery csccceecneenees 224 Print data for electronic document delivery ccssccscceesecesceeeneeees 225 DataGateway User Manual Delivery of electronic document
250. parison of the 193 Document Content Control scores achieved by that particular page for all page types in the profile which are candi date types for the page and click on an individual page type to display a count of the page identification phrases for that type This can help you to refine the page type identification settings The contents of each page can be viewed by clicking on View contents This gives a list of text elements appearing on the page together with the position of each element This can help to determine the exact wording to use in identification phrases and the appropriate parameters for actions such as Get labelled value 9 4 Using document content control Setting up a queue for document content control To make use of a DCC profile it must be bound to a queue as with templates and logic profiles Note A document content control profile must be published see Profile status to be available for use with a print queue Figure 9 7 Binding a DCC profile to a queue Switch to queue newQueue Print status page Input Text Profiles Archiving Failove Alerts PPD Driver PPD Options yo Settings Output Queue Info Choose a document content control profile for this queue from the list below Choose an overlay template for this queue from the list below or select Triggered if you wish to switch templates dynamically using Use DCC profile New profile the input data for a print job Documents proc
251. re e Add a PDF overlay This is a manipulation action For example a letterhead PDF is over laid on pages of type Covering Letter to make a document ready for colour printing or electronic delivery e Check date range This is a validation action This could be applied for example to ensure that the renewal date on a renewal invitation document is within a specified range e Get labelled value This is an information gathering action For example the value ABC corp for the label Underwriter is collected from the document and stored for inclusion in a Management Information Report DCC actions have a plugin style architecture which means that customized actions can be developed quickly Applying DCC actions There are a range of built in DCC actions Each is applicable to a page type a document type or both Actions may be applied to the configuration for a given page or document type or to the configuration for all pages or all documents DCC actions are controlled by providing a number of parameters When you select an ac tion that requires parameters a Parameters field will appear together with text indicat ing the parameters that you should provide The initial parameters are mandatory these must be entered in a specific order and are specified as values only Optional parameters follow these may be entered in any order and should be specified as key value pairs e g mat chcase yes Parameters should be
252. rimary DNS server 192 16806 Hostname officel_preprint IP Address 192 168 0 20 Secondary DNS server DNS Domain ea Jen 2 Netmask 255 255 255 0 DNS Search Order Gateway 192 168 0 100 Update DNS Add Alias Update etho Set the bandwidth limit for sending data Specify limit in bits per second or use K M or G Remove the limit by entering 0 Bandwidth bits Not limited Update Here you can set the network address for the network interface s Figure 5 1 shows a Pdf Plus on which there is one network interface ethO On hardware platforms with multiple 57 DataGateway Configuration network interfaces additional sections for the extra interfaces will be shown The inter faces are named ethoO eth1 eth2 and so on The parameters for each network interface can be set to fixed static values or can be set to be dynamically updated using DHCP Dynamic Host Configuration Protocol If you check Use dhcp the IP address will be allocated by your DHCP server The client ID passed to the DHCP server will be etho for the ethO interface eth1 for the eth1 interface and so on You may need to consult the log of your DHCP server to find the IP address allocated to the DataGateway Alternatively access the console of the DataGateway and login as admin as described in Section 2 2 in Chapter 2 Getting Started On doing so the current network settings will be displayed Configuring multiple aliases The Da
253. rlay elements on a dif ferent page select the page from the pages menu The pages menu contains one entry for each page in the template and additional entries for several special pages Others Odd Even and All pages Note New pages are added to the template in the template settings box see Num pages Others By selecting Others you are placing overlay elements which should appear on any page of an input document which is not covered by the template For example Imagine your template contains a single page on which you place a company letterhead Now imagine you place a simpler PDF form containing only a company logo on the Others page If you print a one page document through the template the letterhead will be printed on page one If you print a two page document the letterhead will print on page one and the logo will print on page two If you print a one hundred page document the letterhead will be printed on page one and on every other page the logo will be printed 116 Template Management Odd Even By selecting Odd Even you are placing overlay elements which should appear on any odd even page of the print job All pages If you select All pages from the pages menu then any elements you place will appear on every single page printed through the template Note Text elements which are placed on the All pages canvas will be sh
254. rmine the XML character reference for a non ASCII character first find its Unicode character point See http www unicode org charts for the Unicode character points For example the Unicode character point for the UK pounds sterling symbol is 00A3 and can be found in the Latin 1 Supplement Unicode chart To incorporate this character into an XML field it should be written as amp XO0A3 or the leading zeroes are not necessary amp XA3 Your key value pair might look like this lt variable key amount value amp xA3 100 gt For any Unicode character point simply prepend amp x and append to the Unicode character point Don t forget to incorporate a document reference and template in your CSV data using the keys WmIDocRef and WmlTemplate The document reference will be used as the job title for the job created on the output queue Here s an example CSV file where the separator character is set to WmlInputDataStart WmlBatchRef Batchl WmlDocRef ABCDE12345 244 Handling output from CDL Strata WmlTemplate TestTemplate FirstName Bob SecondName Jones WmlInputDataEnd In the next example a page separator is used it s set to WmlNewPage The variables which may appear on any page appear before the first WmlNewPage After the first Wml NewPage any variables apply to page 1 of the document Note that WmlTemplate is not set until page 1 of the document After the next WmlNewPa
255. round The output batching system uses a pre defined set of variable key value elements to lay out the information about the output batch It s possible to load an example set of these ele ments in the Variable tab in the Template Manager Figure 17 13 The button Load Batch Example Data will load a list of examples which can be laid out on the current template Figure 17 13 Output batching Loading the example variable data elements Data Template Manager Template STD HEADER Switch template Test data upload STD_HEADER New Template Queue settings from O1INPL Realtime Static Variable Forms Pagel Variable data Upload Example Data Load Batch Example Data Wz M Add Manual Key Template settings Name STD_HEADER _ The pre defined output batch elements are Output BatchDocSeqNum This will show the ob sequence number of the current document in the batch OutputBatchStartSeqNum This will show the first sequence number in the batch Out put BatchEndSegNum This will show the last sequence number in the batch OutputBatchPageCount This will be filled with the total number of pages in the output batch OutputBatchSize This will show the total number of documents printed in the batch Output Bat chQueueName This element will be filled with the name of the queue to which the output batch was sent Pressing Load Batch Example Data will load the list shown in Figure 17 14
256. roups page To the left is a table headed Network appliances listing each appliance being managed This list is created by the administrator either by adding entries with the Add Appliance row of the table or by uploading a CSV file containing a list of appliance addresses Note The number of appliances and groups under management is shown in brackets after the table heading The Network appliances table displays the appliance address IP address or network name its online offline status an appliance status button group memberships denoted by coloured blocks and a set of action buttons amp amp and E Note The online status icon will be green 1 if the managed appliance is online and successfully sending status messages to the appliance manager 208 Appliance Manager If the managed appliance is not sending status messages even if it is otherwise accessible for example by ping or the web interface then the icon will appear grey The Appliance groups table to the right allows the administrator to create groups A group is given a name Group ID and a short description Info It receives an auto generated colour which is diplayed as a large block Group colour The action buttons in the Appli ance groups table have the same meaning as those in the Network appliances list To make an appliance a member of a group drag the appliance row over and drop it on the group row The group
257. rticular page types all match particular values If the labelled values do not match the document is held Parameters The parameters for the Labels must match action are label matchValue List of labels paired with the values that should be Lapel maten algo Zy matched Application This action may only be applied to all documents It makes use of values obtained by page type and document type actions Labels must not match This action ensures that a set of labelled values obtained for particular page types do not match particular values If the labelled values match the document is held Parameters The parameters for the Labels must not match action are 190 Document Content Control label nonMatchValue List of labels paired with the values that should not label2 nonMatchValue2 be matched Application This action may only be applied to all documents It makes use of values obtained by page type and document type actions Set output queue This DCC action sets the output queue to a specified value unless optionally the original output queue is a given value Parameters The parameters for the Set output queue action are Output queue The new value for the output queue butnotifoutqueueis Optional If set the action will check whether the original out put queue matches the given value if it does the output queue will not be altered Application This action can be applied either to a page or to a
258. s cccccescscceecescesccecescescescascesens 225 Using the customer support interface ccssccsccssccsccsccescesccescasceees 237 13 4 Web portal for electronic delivery snssnsssssssessersessessrssrssrsersersersense 229 Setting up the electronic document delivery web portal ssceeceee 229 14 WME Sec re FOrMS ccscccscsncdsnsseapsetsienescingscnmednedicnbecinstnmecneticnescwescinedensticnoscwess 235 15 Kyocera Prescribe Emulation smaseiesie arinaa aaa a o a naaa 239 Abas e Delali onenean E a a e A A 240 T2 Paper C dse E Snia a a a 240 Wsine Digital Paper Stock proren in LTE R 241 Using PostScript Paper Selection Tags sssssssssrsesersesersesersrrsrsersrsers 241 TS 3s ERSISECM o a a A a EE 241 16 Handling output from CDL Strata csscssccsscseccsccssccsccsscsccsscssceecenes 243 16 1 Extracting CSV from Strata PostScript output ssssssersrsersrssrsrserseserse 243 IEA Strata npu GUE UE resar aE AEE EAE 243 Toor otrata OUlDUL GUCIC arannira a e aE EAN AET OE AR OAN A 244 TOA CSV d a N A T TO 244 TOS HER OMS cerun nireari ee A A E E A A A E 245 17 Outp t Bate Winns occore e E E 247 17 1 Output batching introduction ssssssesssssrsrssrsrserserersesersessrsrrsrsersrsees 247 17 2 Queue configuration for output batching sssssssssnssrsesersessrsesersessrses 248 17 3 Output patei list aeaaea a R a a antes 250 Releasing Output batches srmicnrendie ninar i a
259. s below Cl Email reports daily View full system logs File Manager gt Log Files C Store log messages to network share or local hard disk Share Type Available SMB CIFS shared folders Manual path entry You may need to enter your username password in the fields below to discover the shares on your network Share username Share password eeceeeees Update If you want to send syslog messages to another device check the Send syslog messages box and enter the IP address port number and protocol to be used You may send the mes sages to multiple devices by entering multiple comma separated IP addresses You may also choose to receive network syslog messages on the DataGateway by checking the Receive network syslog messages box and filling in the port number and protocol appropriately To store messages to a network share or local disk check the Store log messages to net work share box and specify the storage type as described in the section called Selecting network hard disk storage Note If you un check Send Receive and Store system log messages will still be written to a file in RAM but they will be periodically truncated and will not persist after a reboot Permanently stored system log messages are stored to two files wmlpp_job log and wmlpp_sys log As the file names suggest wmlpp_job log contains messages relating to print jobs while wmlpp_sys
260. s and create appliance groups in a user friendly web inter face e View realtime status information for all appliances e Push appliance settings out to an appliance or a group of appliances Apply firmware upgrades to an individual appliance or to a group Push out a reboot or shutdown command to an appliance or group e Review managed appliances in a CSV formatted report A time window can be set for all actions to ensure that they are carried out during off peak hours All communication channels between appliance manager and client devices are 256 bit SSL encrypted ensuring that Appliance Manager can be used safely across a public wide area network 12 1 The Appliance Manager push Appliance Manager provides the concept of a push A push is the specification of a config uration along with an appliance or group of appliances and a time window during which the push should be applied A configuration may be a settings configuration a firmware upgrade or a command A settings configuration is a backup tar file as generated within System Settings gt Back ups It may contain a set of templates or print queues The settings which can be incorpo rated into the configuration are listed in the section called System settings A firmware upgrade file is a standard WML upgrade file as provided for an individual appliance A typical firmware upgrade file might have the filename wmlpp dg kvm sa ta tree5 20110125_1142
261. s from incoming formatted print data allowing electronic delivery to be ap plied to documents generated by many different applications For more details please con tact WML Delivery of electronic documents Documents processed by the electronic document delivery system are stored to a system archive Information about each document is recorded to a database which is checked pe riodically to determine whether there are any pending notification messages The customer will receive notification of a new document by email SMS or both depend ing on the message preference configured The wording of the notification messages comes from message templates which are set up in the electronic document delivery user inter face see Message templates At least one message template needs to be set up for each type of notification in use Figure 13 2 shows an example notification email The customer reference and access code in this example have been inserted dynamically from details in the electronic documents database 225 Electronic Document Delivery Figure 13 2 Customer notification email From wmipp wmitd co uk To user wmitd co uk Subject Your document is attached fram edac Date Wed 15 Feb 2012 12 53 45 0000 gt 1 Attachment 39 0 KB Save As Your sample document 1s ready It s either attached to this email or you can download it from https s2 wmLltd co uk edoc eddportal cqi cr LTML94 To access
262. se make regular backups of the DataGateway qcow2 disk files and of any files stored in a logical volume which is attached to the DataGateway virtual machine Note It is not necessary to shut down the DataGateway while copying the qcow2 disk files but it is advisable If the DataGateway is not shutdown when the backup is made it will be necessary to run a file system check on the qcow2 file when the recovered DataGateway boots up Although this is completed automatically on every DataGateway boot there may be rare cases where the filesystem check cannot recover a file in the disk image If your KVM infrastructure has the facility to make complete backups or copies of running virtual machines then consider making use of it If you are running a Server based DataGateway you will need to backup the qcow2 disk files in var vm on the Ubuntu server and any logical volume which has been presented to your DataGateway as a second virtual disk To backup files in var vm use the scp Secure CoPy protocol to connect to the server on port 22 or 1522 Copy all files from the path var vm on the remote system to your local backup location You will need to have obtained and recorded the password associated with the user wmldev on the Ubuntu server Note The WinSCP program http winscp net is a free utility which implements the scp protocol and runs on Microsoft Windows You can determine if your DataGateway is using an attached logical d
263. sent To limit the bandwidth for a given interface enter a number in the corresponding Band width bits field and press Update A suffix of K for kilobits per second M for megabits per second or G for gigabits per second can be appended To remove the bandwidth limit enter 0 in the Bandwidth bits field 58 DataGateway Configuration System date and time To access the system date and time controls Figure 5 2 select System Settings gt Time Figure 5 2 Setting system date and time Time ma L 3 i ma aTa anri The current system date is Fri Jul 30 06 10 22 2010 Timezone GMT The system date can be set manually or the network time protocol NTP can be used to automatically configure the date If you choose to use NTP you can specify ta use your own NTP server or a public pool of NTP servers To make use of the server pool your device must have access to the public internet and DNS must be configured so that the device can resolve network names To manually set the date enter a string of the form MMDOhhmmy YYY For example to set date to 09 44 July 19 2006 enter 071909442006 Manual Date String To configure NTP check Enable NTP and select Use Public NTP Server Pool or enter the address of your preferred NTP server you can do both Note that if your device is unable to access either the public pool or the preferred NTP server then a timeout of approximately 10 seconds will occ
264. separated by commas Example 9 2 DCC action parameters The Get labelled value action has one mandatory parameter Label and a number of optional parameters which may be used to refine the position of the value with respect to the label and to control how the information is stored A parameter string of the form Type of cover addtodoc yes storeemptyvalue yes indicates that the value of interest is labelled with the text Type of cover and that the value should be stored in the PDF information dictionary even if it is an empty value Since no position parameters are provided the default values for these parameters will be used Logic based DCC actions Logic based DCC actions have a DCC logic expression as their first parameter The logic expression is evaluated using information gathered from the document such as labelled values flagsets page types document types or the processing queue name The operators and or not true false and are used to combine elements such as mylabel somevalue dccpage3type somepagetype and dccdoct ype somedoct ype to create the logic expression to be evaluated The components available for use in DCC logic expressions are 177 Document Content Control mylabel somevalue Test a labelled value Returns true if the value with label mylabel is equal to somevalue dccpageNt ype somepagetype Test that page N 1 2 3 has the type somepagetype dccdoct ype somedoctype Test that the
265. settings for the destination printer or print server Genera Output Options Page sc Queue output protocol Ipd Imposit IPP Compression Apply in Queue output address 1 2 3 4 Port Queue passthru Job Tic Diagnosis L Enable Suppress error pages Output Enable Output Batch th Basic output options For lpd raw ipp and ipps protocols select the required output protocol from the menu and enter a suitable destination address Queue output address and port or queue IPP options If either ipp Internet Printing Protocol or ipps Secure IPP is chosen for Queue output protocol it is possible to specify whether IPP compression should be applied to outgoing data Use of this feature requires that the receiving IPP device is able to decompress the data If the receiving IPP device is not able to apply decompression then the data will be sent without compression Generally IPP print jobs are sent to port 631 If a different port is required do not enter it in Port Queue this is where the IPP destination queue name must be entered Instead enter the port with the address in the following format 192 168 0 100 632 Queue diagnostics For diagnostic purposes the print job can be saved before and after it is processed by the DataGateway software The input data will appear in the file list as prefilter_queue bin and the output as postfilter_queue bin Enable diagnostics by checking the Diagnosis checkbox
266. sing this template In this case the input data contains a long paragraph which overflows the space available in the master data group The paragraph has been stopped where it reaches the bottom of the master data group The remaining text in the paragraph has been placed on the contin uation page followed by the subsequent variable data elements The page number text has been inserted with the correct page number 150 Template Management Figure 7 45 Output from the letter template with overflow to continuation page transactional print from distributed applications as well as centralising their Will Sandiewood Tables 1 The Avenue Rondelford OSTERBY LINCS We 8AB Tal 01234 567890 Dear Mr Davis We are pleased to present to you this sample document This example line is somewhat longer than the next two lines and is in point of fact a paragraph Notice that the location of the next lina is dependent on the length of this first paragraph We hope it finds you in good health and that you are satisfied with the Service you are receiving We think you ll agree that it offers great value for money Should you wish to find out more about what WML has to offer we d be happy to talk you through a demo of our realtime document validation and vanable data control systems Call us today to find out how our products can help you to sat up a modem PDOF based transactional printing system Our transactional print system is a s
267. sis results The identified outcome document type and page types are given together with the docu ment reference if found and any user defined labelled values and flags If a document identifier page was found details of the document identification results can be obtained by clicking on View scores next to the document type Click on View all pages to access page type identification results for all pages in the document Document identification results The document identification results section indicates the scores achieved for all document types in the profile which are candidate types for the example document You can option ally choose to Show results for all document types Click on a document type name to display a count of each document identification phrase for that type This can help you to determine if the document identification phrases that you have chosen are successful The contents of the document identifier page can be viewed by clicking on View contents This gives a list of text elements appearing on the document identifier page s together with the position of each element This can help to determine the exact wording to use in identification phrases and the appropriate parameters for actions such as Get labelled value Page identification results The page identification results section lists the type of each page in the document as iden tified by the analysis Click on the entry for a given page to bring up a com
268. sition of all selected elements will change by the amount that the first element moves The overlay elements user interface The overlay elements user interface box shown in Figure 7 12 is the source for all overlay elements From here you can manage realtime data static data variable data and PDF forms Text elements are dragged onto the canvas PDF forms are activated for the current page of the template Note For a description of each overlay element type please see Section 7 2 The overlay elements interface consists of four tabs one for each type of overlay element Each tab is described here Realtime elements Figure 7 12 shows the realtime data tab Four realtime data elements are displayed Date Time Title and Source IP The value of these fields is filled in when the job is processed i e just as it is printed 118 Template Management Figure 7 12 Overlay elements Realtime tab Template has be m Realtime Static Variable Forms Page 1 lt i loan Realtime elements o Date u Date a Time init ie Will e Source IP OO ee eg a Page a Page count Invoice address To place any of these elements on the canvas drag the element from the overlay elements realtime tab and drop them in the desired location Figure 7 12 shows a date and a time element placed on the canvas the time element is se lected and is highlighted orange Note that realtime data el
269. sk to your virtual machine Use an Existing Virtual Disk d Choose this option to reuse or share a hard disk from another Vir t k Adapt virtual machine u Don t Add a Hard Disk las 0 CD DVD Drive k Le N Ele Help lt i In the next window Figure 2 4 you have the option to Create a New Virtual Disk This would create an empty disk which would then need to have the operating system installed perhaps from a dvd or cdrom Because you are using a pre populated disk file supplied by WML you should click on Use an Existing Virtual Disk which will open the next window shown in Figure 2 5 Figure 2 5 Setting the hard disk properties Create Virtual Machine 16 Pages Properties Name and Location Guest Operating System How much software and data should this hard disk be able to store oL pro Memory and Processors Location Browse an GB ne F Capacity Hard Disk nn Properties Disk Mode N rk Adai Virtual Device Node ir i ua Pr rti iri Policies Or VD ke tie ua Ne Flop C Pi t USB troll v re Figure 2 6 Selecting the WML Virtualized disk file B Select File Getting Started Inventory Contents Information Y localhost y standard gt al Fedoral2 gt 6 Fedora13_3 gt 6 iso gt Ubuntus o4 gt vmubu1 gt 6 VMWare Studio gt al VMware_Studio
270. ss configuration ssessesseeseeessersessessessreseeeererserseese 49 2 4 Accessing the DataGateway user interface ssessssessrsersrsorsrsersrsersrserse 50 DabaGateway USCS cssseiCeitdosontisnaineds sansedeess e a dea baieaas 50 3 System Maintenance sarene eae e EE E E E 51 Bile Local Store Enea ae aa a a aaa eatanaaes 51 4 Disaster recovery and backup procedures sccsscssccsscesccsccsscsccsscescenees 53 a eTe AT O EEEE A E EE E E E A 53 Automated backup with WML s disaster recovery system sscceccnseeeees 53 Static virtual machine backup procedure ssssssssessessessrssesersersersreseese 53 Database bac kaps airiran ra e T etiec 55 Making backups of DataGateway system settings ccssccsscceecceeenecenees 55 42 RECOVETY saves anti e IEEE IE T A a E E E ruobanaen towne 55 5 DataGateway Configuration oseiiies cas cexesiiers shcdiwesentswdsdondeiaeeeiovnesediniaessendodas 57 ele System conie ura ol aii iit htanwaancevanertan A T 57 Nel work Setn Sopeira E E EEA N 57 System date and Time osare ranar a EE ade Eia 59 System timezone and locale nsnnsnssessessessesserersessensessessesseseesersessense 60 SV SLCMGIOS SING iessen E A 60 Ea SOU CLIN Seara ana a a a a a tae hens 64 LICCMCO KEV riiseni eE E a 64 DAE a E E E E E E 65 SYE SENE en a a A A 66 PCMW ATC veters a e a tees 68 Status and Control seirinin A E ates as 69 6 Que e Management sjicoicisins sine desi sinaesene ner
271. stead of using a text label as the starting point from which the value should be found a user specified position is used The starting position is typically the expected co ordinates of the value itself in PDF units 1 72 inch or 0 373 mm from the top left of the page As with labelled values user defined positioned values are stored in the DCC database field labelledValues with the key specified by the storeas parameter since there is no label in this case If addt odoc yes the value is also stored to the PDF document infor mation dictionary Parameters The parameters for the Get positioned value action are xpos The horizontal position from the left hand edge of the page in PDF units 1 72 inch or 0 353 mm 188 Document Content Control ypos The vertical position from the top edge of the page in PDF units 1 72 inch or 0 353 mm storeas Optional Storage label This must be specified for the value to be stored to the DCC database storeemptyvalue Optional Whether to store an empty value Default no addtodoc Optional Whether to add the labelled value to the PDF document information dictionary Default no The remaining optional parameters for this action xrange yrange xfuzz and yfuzz are used to refine the position of the value with reference to the starting position and are as detailed for the Get labelled value action Application This action is a page type action only it can be triggered for pages o
272. t Protocol Network Name or Port Queue O IP Address Name tq 00000 Status idle Last Job stopped at 2012 02 08 11 51 44 yo ri tq 9100 Test queue fipa o 127 0 0 1 tqfinal l Q O v L J E Enable aa Re F x Accept Jobs M Shared tqfinal 00000 Status idle Last Job completed at 2012 02 28 10 23 23 g9 tqpcl 00000 Status idle STe tqps O00000 Status idle g9 ri tqsimple 00000 Status idle Last Job completed at 2012 02 17 17 02 07 g9 Add a new queue l l f 3 x L 9109 Ipd passthru da The following sections describe the options available for configuration within the Print Platform gt Queue Config section Data input Print data can be sent to the DataGateway using a variety of methods These include the well known Berkeley LPD protocol defined in Internet RFC 1179 the IPP protocol which is defined in RFC 3510 and the raw print protocol by which data is sent unmodified with no additional command metadata to a particular TCP port In addition to these input protocols the DataGateway can can receive data from an HTTP POST request where the print data is encoded in a POST form and it can also collect print files from a network shared hot folder This is called the input share or hot folder method The DataGateway also has a unique feature which allows it to behave as if it were any num ber of printers on a network each using the same TCP port for raw printing The DataGate
273. t data 120 Template Management Figure 7 14 Overlay elements Variable Data tab initial empty view Realtime Static Variable Forms Variable data Add Manual Key Data groups Add Data Group Figure 7 14 shows the variable data tab in its initial empty state There is a button to Up load Example Data and a field to add a manual key These are the two methods you can use to create a variable data element First we ll cover manually specified keys Figure 7 15 Overlay elements Variable Data tab after adding a manual key Realtime Static Variable Forms Variable data Upload Example Data Load Batch Example Data New data a firstkey_ Add Manual Key Data groups Add Data Group 121 Template Management Figure 7 15 shows the result of entering firstkey into the manual key text field and press ing Add Manual Key A heading New data has appeared with a single item _firstkey_ Note the underscore characters enclosing the key These indicate that this is a variable data element and are not part of the key They distinguish variable data elements from realtime data elements which are enclosed by characters and from data group elements enclosed by characters Figure 7 16 Overlay elements Variable Data tab showing a saved key oy Realtime Static Variable Forms Page 1 we 5 Variable data amp _firstkey_ Upload Example Data
274. t of the barcode in PDF units Optional The maximum width of the barcode in PDF units If the calcu lated width of the barcode is greater than this value then the barcode will be scaled down but only to a minimum of 80 of the calculated width to preserve readability Optional Font size in points of barcode text If provided then the text encoded by the barcode will be displayed below the barcode The text will be shown in Courier font at the given font size This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be applied to an entire document Apply media controls This DCC action specifies a set of media tags to be applied to a page or document in order to select a paper stock by name or by tray number and optionally to specify duplex settings Parameters The parameters for the Apply media controls action are mediatype mediaposition plex tumble targetpage Media type named paper stock to be applied Media position tray number to be applied Optional Sets simplex or duplex for the given page or document Default unset Optional If set to yes activates the duplex tumble mode Default unset Optional If specified sets the target page If omitted the current page will be used when this action is applied to a specific page and the first page will be used when it is applied to a complete document replaceexisting Optional I
275. t to use this software is granted only if the Customer agrees to the terms of this Licence If you do not agree to the terms of this Licence please return the product unused William Matthew Limited considers that installation of the Software is your ac ceptance of our terms and conditions of the license 1 The Software has been developed for use with the WML DataGateway The Licence is to be used without any time limit and may be subject to change 2 The Software may not be duplicated copied resold or re branded without the written consent of William Matthew Limited 3 It is the responsibility of any user reseller distributor OEM or other third party to pro tect the rights of William Matthew Limited against violation of this Software Licence 4 Some portions of The Software have been developed by third parties and are used by WML under the terms of the GNU General Public Licence as well as other open source and free software licences The source code to these portions of The Software are avail able to WML s customers under the same terms under which WML uses them WML will uphold and protect the copyright of the original author of these portions of The Soft ware 5 William Matthew will consider any attempt to duplicate the functionality of any applica tion provided by the software to constitute a breach of software licence and may insti gate legal proceedings to protect the copyright of the DataGateway software and William
276. taGateway can be configured with multiple IP addresses for each network interface To add an alias press the Add Alias button A field will appear in which you can specify a static IP address or enter dhep to have the alias obtain a dynamic IP address from your DHCP server When using DHCP to allocate IP addresses to multiple aliases on the same network interface you will need to configure the server to make use of the client ID parameter The client ID is an identifier passed by the DHCP client to the DHCP server to identify the request The first alias on the interface etho has the client ID eth0 1 the second alias has the client ID eth0 2 and so on Configuring DNS settings DNS settings are also configured on the Network Settings page You can configure the pri mary and secondary DNS servers along with the domain and a domain search order for name resolution These parameters are placed in a standard Unix Linux resolv conf file Bandwidth limit It is possible to limit the rate at which the DataGateway sends data on its output This feature can be used to preserve a portion of a site s bandwidth for other uses which may be sensitive to latency Note It is not possible to limit the rate at which data comes into the appliance This is a fundamental limitation of the IP protcol which is designed to accept all in coming packets on an interface Bandwidth limiting is always achieved by lim iting the rate at which data packets are
277. tabase and pushes this to the DR backup Crucially every time a firmware upgrade is applied to the DR master the upgrade is pushed to the DR backup which automatically applies the upgrade itself This means that the DR backup can be rebooted into production mode at any time with the on board configuration being no more than 12 hours out of date Warning The DR backup system should be running on the same infrastructure as the main system Either both should be KVM Kernel Virtual Machine based such as those which are supplied by WML as hardware appliances OR both should be VMware based If one system is KVM based and the second is VMware based firmware upgrades applied to the main system will not propagate to the DR backup system Static virtual machine backup procedure If a WML disaster recover system is not implemented it is important to make backups of the virtual machine disk image files 53 Disaster recovery and backup procedures Note All Server based and Virtualized DataGateways operate as virtual machines Server based systems are provided running on a pre configured Ubuntu Linux server which provides a Linux KVM infrastructure for running the DataGateway virtual machines Linux KVM virtual machines If you have a Server based DataGateway or you have implemented DataGateway on your own KVM infrastructure you will be running a KVM based system If you are running DataGateway on your own KVM infrastructure plea
278. tandard feature of PdfPlus and DataGateway PdfPlus is aimed at organisations with distributed local desktop printing think retail chains with many stores printing credit agreements and invoices DataGateway is designed for organisations which need to achieve both gt Of E z lt P v La N gt William Matthew Limited 22 Haxey Lane Haxey Doncaster DNG INE UK Ted 444 0 1427 753920 Fax 44 0 1427 752761 Email ipia Web i Company registration No 4179007 VAT registration Nec GH 755 7739 80 Multiple page invoice In this example we look at using data groups to build a multiple page invoice We introduce the concept of data group columns and show how these can be used to display table based data Consider the invoice template shown in Figure 7 46 At the top of the invoice are standard variable data elements for the invoice address and reference numbers Below is a table with columns for itemizing the invoice contents Each item of the invoice will be represented 151 Template Management by several variable data elements which need to be displayed together as rows in the body of the table Figure 7 46 Example invoice template Invoice sample Realtime Static Variable Forms Variable data Display Values _hrs3_ _hrs4_ a hrs5_ _invdate_ _invno_ _mobile_ _name_ _operator1_ _operator2_ _operator3_ _operator4_ _operator5_ Add Man
279. te If the push is complete the time of completion is shown Note The appliance ID in Figure 12 7 is _192_168_0_104 This is generated from the ap pliance address by conditioning the address into a tag which can be used within Appliance Manager s internal XML configuration files hence the _ characters replacing characters 214 Appliance Manager If you hover your mouse over the Push ID field the appliance members of the push are shown This is useful when reviewing group pushes Likewise if you hover over Complet ed a list of the appliances which have applied the push is shown as well as those which have yet to complete Completed pushes are displayed until the administrator decides to delete them A push can be deleted amp whether it is complete or not If an incomplete push is deleted those appliances which have not applied the push will stop attempting to do so 12 4 Stored configurations This page Figure 12 8 provides an interface to upload backup tar files for distribution to managed appliances Figure 12 8 An interface to upload settings configurations backup tar files Logout Stored Configurations These stored appliance configurations can be pushed out to an individual WML appliance on the network or to a group of appliances Appliance configurations are created in System Settings gt Backup on any appliance manager or client The file created there can be uploaded to this appliance manager
280. ted you will need to install this operating system from your own installation disc Operating System Windows operating system TOL dro an wr Hard Dish Propertie Network Adapte Pi rties D DVD Dri Properties Floppy Drive Propertie Version Novell Netware Solaris operating system Linux operating system Other operating systems Other 2 6x Linux 32 bit hd Product Compatibility vir ua as Or tE ua Ne i io The next window Figure 2 2 allows you to choose which operating system your target appliance will be running All WML appliances run a 32 bit Linux operating system and so 14 Getting Started you should choose Linux operating system for Operating System and Other 2 6x Linux 32 bit for Version Click Next Figure 2 3 Setting the amount of RAM and number of processors for the virtual appliance Create Virtual Machine L O OX Create Virtual Machine x Pages Memory e Processors Name and Location Guest Operating System Memory N Memory and Processors Memory and Processors Processors Increasing a virtual machine s memory allocation can improve its al performance but may also impact other running applications Ww Size 512 MB Recommended Size 256 MB bis Recommended Minimum 32 MB Ui The guest operating system may not start up below this size as 0 Recommended Maximum 8192 MB Memory swapping may occ
281. that a value is present for a given label If the value for the label is missing the document is held This action is based on finding a labelled value The label should be a normal piece of text lo cated on the page It is permissible for the label and value to be located outside the printable area of the page so that it may be acted upon but not seen when viewing the document Parameters The parameters for the Ensure field is filled action are as detailed for the Get labelled value action with the addition of the following absentlabelok Optional Whether a missing label is acceptable If no the document is held if the specified label is not found Default no 185 Document Content Control Application This action is a page type action only it can be triggered for pages of a known type or for all page types but it can t be applied to an entire document Get labelled document reference This DCC action takes the value for a given label and stores it as the unique document ref erence in the DCC database If the value for the label is missing and absent labelok no the document is held Note The document reference found by this action overwrites any previously stored document reference An additional feature of this action enables the document reference to be printed in barcode format on the document This action is based on finding a labelled value The label should be a normal piece of text lo cated on the page
282. the secure delivery route with the specified type of notification If Email document is chosen then the document will be sent by email attachment Further message configuration settings allow you to specify an Email subject line for the emails sent out by the system the total Number of messages to send and the number of Hours between messages Note that the wording of individual messages can be configured in Electronic Delivery gt Message Templates Revert to print You can choose to revert to hardcopy if a document has not been delivered after a certain number of days by checking Revert to hardcopy and specifying the number of days after which the system should print an undelivered document Output print queue should be set to the name of the queue to be used for printing This is also the queue used to print when the admin user prints a document from the search page SMS settings You may be required to enter details of the text messaging service that will be used to send SMS messages You can check SMS test mode to perform system tests which do not actually send an SMS even if SMS is included in the message preference setting SMTP proxy and database settings The remaining settings indicate login details for the SMTP server HTTPS proxy server if required to gain access to the SMS text service web server and electronic document de livery database Message templates You can set up message templates for the notification e
283. the CUPS daemon to be re started e LogLevel Determines which log messages CUPS output to the system log e MaxjJobs The number of jobs for which CUPS holds information e Port The TCP port on which CUPS listens Note Leave the LogLevel at notice if print job reporting features are being used Failover Check Enable failover mode if the main print destinations have failed and jobs should be re routed to the failover queues Edit cupsd conf This feature is intended for support staff only This is the main CUPS configuration file Edit mime types This feature is intended for support staff only This is the configuration file which de termines how the file type of input data files is identified Edit mime convs This feature is intended for support staff only This is the configuration file which de termines how data files are converted into the DataGateway s internal format PDF 103 104 Chapter 7 Template Management 7 1 Introduction The DataGateway s main tool for data manipulation and document creation is the template manager Figure 7 1 This WYSIWYG tool allows you to build up a template which can be applied to print jobs as they are processed by the DataGateway A template is a collection of overlay elements which are individual items of text or images The contents of the template are merged with the incoming print data to create the finished print document A unique feature of the WML DataGate
284. the add button Note Template names may contain upper and lower case letters numbers the dash character and the underscore character Figure 7 29 Creating a new template within the template manager Switch template Test data upload test New Template Queue settings from O1INPUT Upload Test Data Realtime Static Variable Forms Page 1 SIS Realtime elements Date Create new template x a Time demo co uk 7 Enter a name for the new template prkley Road Title Wri Please enter a name for the Source IP a_a r Page or select a template archive file to upload r Upload Template Page count Invoice address ICE _address1_ Template settings Cancel Create address3 Name test a ii nyoice no If your DataGateway already contains at least one template you can create a new template from within the template manager by clicking the New Template button Figure 7 29 Upload and activate PDF forms Now that you have a template it is time to upload a form Select Data gt Template Manager and choose the Forms tab in the overlay elements box see Figure 7 21 132 Template Management Figure 7 30 The PDF was uploaded and is now available Q File uploaded successfully click on Activate to add this form to the current template Template Manager Edit selected e Ten li ja te testl e Position Switch template Test data upload x testl 2 New Template
285. the following conditions Condition s Text 2 Contains om INVOICE Tea ax Action File name Apply form Ea example_invoice_wml pdf Delete rule When you are satisfied press the Save rule button The tab will be re named to Ruleo with a Delete rule button and a new Create new rule tab will appear This is shown in Figure 8 8 The example rule will apply a PDF form called example_invoice_wml pdf to any page of the input print data which contains the text INVOICE To make use of the logic profile it must be bound to a queue in the same way that a template can be associated with a queue 165 Logic Profiles Figure 8 9 Binding a logic profile to a queue Logic Profile Choose a logic profile for this queue from the list below Use logic profile demoLogic Access the queue configuration page at Print Platform gt Queue Config Select your profile from the the menu Figure 8 9 and press Update Print jobs on this queue newQueue will now be processed through the logic filter 166 Chapter 9 Document Content Control DataGateway provides a document content control interface to enable users to fine tune the delivery of documents Documents are analysed as they pass through the system and any that are deemed according to user defined rules to be incomplete or otherwise unfit for release are held back for review by system operators The document conte
286. the tag into the adjacent text field Note Common text tags are Plain and Letterhead but be aware that these are often case sensitive and each printer will have its own tags In some cases the tags can be user specified in the printer or RIP environment 15 3 Persistent State If Persistent state is checked then the WML emulation will save the effective printer state between print jobs This ensures that Prescribe macros are stored between jobs It will also store the current paper cassette value page margins and so on Storing and re reading the printer state between print jobs has a small performance cost If you need your Prescribe macros to be stored between individually sent print batches then check Persistent state otherwise leave it un checked 241 242 Chapter 16 Handling output from CDL Strata 16 1 Extracting CSV from Strata PostScript output This section describes how to consume data generated by the Cheshire Datasystems Limited CDL Strata system and use WML s on board Template Manager to create documents Because the CDL Strata system will output documents only in PDF or PostScript format it is necessary to produce output from Strata containing a text representation of variable data in CSV format This is essentially a print out of the CSV CSV formatted text encoded within PostScript files can be extracted by the filter program stratapstocsv To enable stratapstocsv and print on
287. the template selected here will be applied Configuration of overlay templates and details about the structure of input data are de scribed in Chapter 7 Logic profiles are described in Chapter 8 Archiving A queue may be configured to archive print jobs to network attached storage The network share may be either a Unix Linux NFS share or a Windows Samba SMB CIFS network share To configure the archive settings for the queue select the Archive tab Figure 6 9 84 Queue Management Figure 6 9 Queue configuration Archive tab fi Pe TP s F n Q ueue configuration for SecureDelivery Switch to queue SecureDelivery Print status page Input Text Profiles Archive Failover Alerts PPD PPD Options Kyo Settings Output Info A p ry A m be pa J p f aa Arcnivindg Archive File Name Archive jobs to network attached storage SMBICIFS Windows share Share Type Available SMB CIFS shared folders The archive file name will be formatted as follows Use the controls below to customize the format SecureDelivery Feb2112_115115 Iprjob pdf WINX P archive S Refresh Fields Queue A lela Manual path entry Sub folder Date Feb2112 Time 115115 You may need to enter your username password in the fields below to discover the shares on your network Job title Share username i userl u Share password sssessssse Add a field Claetranie Dalian Sub folder 2 Field separator Un
288. ting An example is shown in Example 11 1 Example 11 1 Example email report From wmnlpp wmltd co uk To recipientl example com recipient2 example com Subject Report 2009 07 02 wmlpp_report csv from wmlexample2 Date Fri 03 Jul 2009 06 04 33 0100 WMLPP Printing Report 2009 07 02 tempest_report csv Summary for wmlexample2 Total jobs received 1043 Batch_A 179 Batch_B 303 raw_input 550 Unmatched jobs EI Total jobs successfully transferred 1029 Total jobs not yet transferred 14 Total Megabytes transferred 821 559 Total simplex sides received for printing 29842 Total sheets if printed duplex 14921 A detailed report is attached to this email Thank you for using the WML Print Platform Attachment CSV document attachment 2009 07 02 tempest_report csv The format of the report is comma separated values with each field enclosed in inverted commas and separated by a comma The summary information is presented first followed by a detailed listing of each job An example is shown in Example 11 2 Example 11 2 Example report attachment Summary of jobs sent by wmlppl Total Jobs Un matched Total MB Total Sides Pranced Total Duplex Pages Total Completed Total Not Yet Complete pt eee uae Deo aaa iC ered oe TA PPRA WEG 4 wou Detailed listing of jobs sent by wmlppl Job Tat le Bybes ID Simplex Sheers Duplex Sheets Received at wmlpp1 Complete Send to
289. to attach shares which require authentication On Server based systems you may choose to use a local drive for storage To save your changes click on the Update button 63 DataGateway Configuration Email settings To access the email settings controls Figure 5 5 select System Settings gt Email Figure 5 5 Email settings Email p Ip ss sal amp arrinric Mali settvinds Enter a comma separated list of the email addresses to which reports and alerts should be sent Leave empty to disable emails Recipient List comma separated email addresses leave blank to disable emails test company com admin company com Override subject WML Email Alert Sending mail SMTP server IP Network address smtp mylan net SMTP username can be blank SMTP password can be blank Update The system may be set up to send reports and alerts to specified email addresses Enter a comma separated list of email addresses or leave the field blank if you do not wish to receive system emails You will also need to provide the IP network address of the SMTP server to be used to send the emails and SMTP username and password if required To save your changes click on the Update button Licence key To access the licence key controls Figure 5 6 select System Settings gt Licences 64 DataGateway Configuration Figure 5 6 Setting the licence key Licences uf i Far f a Fa a i f
290. to process the output documents built from the input batch This is also set in Print Platform gt Queue Config gt Text Character encoding and special characters Data should be encoded as ASCII or ISO Latin 1 ISO 8859 1 For key value data the key should be confined to the ASCII character set and should not include any of the characters lt gt E or amp Jetforms format input data The DataGateway will accept incoming data in Jetforms format For more information please contact WML 145 Template Management Template special keys For all data formats there is a key or position that is reserved for specifying the template to be used for the current print job In the following example the queue has been set up to select the template by the Triggered option the section called Overlay templates and logic profiles If the value specified by the key corresponds to the name of an existing template then that is what will be applied to the current print job In this way structured print data passed through a single queue can be printed in a variety of ways according to which template is selected For key value XML or CSV input data the reserved key used to specify the template is Wml Template If your input data is ordered CSV then the first entry implied key 0 is used to specify the template The example listings above all show the use of the reserved trigger key to specify the overlay set sales
291. tput batching features for a queue in Print Platform gt Queue Config as shown in Figure 17 1 Enable output batching by checking the first checkbox and choose an output queue It s necessary to choose the output queue if jobs will be released directly to the printer rip If no queue is chosen it will only be possible to download a zipped archive of the output jobs Note To manage re prints of spoiled documents turn archiving on in the output queue and set a suitable expiry on the files Staff can search for the spoiled doc ument in the archive and produce a direct re print The following options are available to control how output batching is applied in each queue 248 Enable Output queue Batch the output Concatenate jobs Temp files Daily release time Release threshold Document template Batch header Batch trailer Output Batching Whether or not output batching is enabled for the queue This is a menu to choose whether the batching occurs before the output of the queue or after the output in the backend If Queue output protocol in Output Options is set to batch then Batch the output will be forced to in backend after PPD It is possible to enable output batching whilst simulta neously sending documents to another output protocol such as IPPS or LPD To do this choose PDF Files before back end Whether or not individual pending jobs are concatenated to gether into a single file when r
292. ts fitness for release A key feature of the system is the ability to ensure that a document is not sent to print until it is complete that is until every page that it should contain is present This is essential when documents are split up across the incoming data and need to be combined as a single entity before they are released The system uses a unique reference within the document to match up separate document portions The document is collated when all of the required components are present Complete documents are subjected to a validation stage A range of validation checks may be applied such as checking dates numeric or monetary values the form of the salution and address on a letter and whether a value is present Failure to meet the constraints of any validation check results in the document being held for inspection 167 Document Content Control The system may modify incoming documents as necessary before they are released For example it is possible to add an out for mail barcode based on the document reference The system can also be configured to collect data to be included in management information reports Data collected by the system is stored in the DCC database wmldcc This database is used to produce DCC reports and may also be accessed and used to create customized management information reports 9 2 Configuration To configure the DCC system select the Content Control gt Profiles item from the main
293. tual appliance d VMware Workstation o xo we alb lla Library x Q Type here to search hd Select a Disk Which disk do you want to use My Computer E PdfPlus1 Disk E barstorm1 Create a new virtual disk A datagateway1 A virtual disk is composed of one or more files on the host file system which E esxtest2 will appear as a single hard disk to the guest operating system Virtual disks amp Shared VMs can easily be copied or moved on the same host or between hosts E 192 168 0 158 File Edit View VM Tabs Help 1 Network Editor the network configuration used by Choose this option to reuse a previously configured disk achines on this computer Use a physical disk for advanced users Choose this option to give the virtual machine direct access to a local hard ation Preferences disk ize VMware Workstation to your way ng re Updates or software updates for VMware Virtualize a Physical Machine Create a virtual machine from an existing Zd Getting Started In the next window Figure 2 24 you have the option to Create a new virtual disk This would create an empty disk which would then need to have the operating system installed perhaps from a dvd or cdrom Because you are using a pre populated disk file supplied by WML you should click on Use an existing virtual disk which will open the next window shown in Figure 2 25 F
294. ual Key Data groups Add Data Group Template settings Name Invoice sample Basis Automatic default Num pages 1 page Copies 0 extra copies Elements v Duplicate on copies Page size A4 Format Default New Template Delete Example Data a i Queue settings from O1INPUT A Pagel 2 S Will Upload Test Data accounts wmidemo co uk 55 Workley Road Sheffield S57 8AA tel 44 0 845 123 4567 Invoice address INVOICE _address1_ _address2_ Order no ordemo address3 Project no _projno F zj Invoice no Jnwno postcode_ Invoice date Jnvdate Project Operator Hours items At rate Amount Subtotal VAT Total Payment Terms are within 30 days from the date of invoice Please make all cheques payable to William Matthew Limited Position X 79 Y 175 Width 46 pt o9 Line spacing 1 23 Wrap text Display Hidden O Depends on Last page for Groups Vertical group O Formatting Helvetica B00 OO Secure forms Mandatory L Edit selected elements x pt t No other element None 0 Auto filled L Remove The first step is to add a data group for the invoice items Figure 7 47 The newly added group has a default width and height which we ll need to modify so that the data group corresponds to the area of the invoice table This can be done using the width and height fields in the element editor highlighted in Figur
295. ual Machine x Pages co Dvo Drive Name and Location Guest Operating System CD and DVD media can be accessed on the host system or on your fol local computer re Memory and Processors ar Host Media w Hard Disk gt Use a Physical Drive Properties Choose this option to give the guest operating system access to a physical CD or DVD drive on the host system Vir Network Adapter Faa apei Use an ISO Image ju Properties Choose this option to give the guest operating system access to an as ISO image residing on the host file system 0 CD DVD Drive k i Don t Add a CD DVD Drive u N 18 Getting Started Figure 2 10 The Floppy Drive window Floppy Drive Floppy media can be accessed on the host system or on your local computer Host Media Use a Physical Drive Choose this option to give the guest operating system access to a physical floppy drive on the host system Use a Floppy Image U Choose this option to give the guest operating system access to a a floppy image residing on the host file system o Create a New Floppy Image Choose this option to create a new floppy image on the host file i system N Don t Add a Floppy Drive i Figure 2 11 The USB Controller window f Create Virtual Machine x Pages USB Controller Name and Location Guest Operating System 4 USB controller gives your virtual machine access to USB devices p
296. ue jobID The internal CUPS job ID for the successfully spooled data Only present if the job is successfully spooled If copies was set to gt 1 then this will contain a comma separated list all IDs queue The target queue specified in the request success A success message Only present if data is successfully accepted title The job title specified in the request user The user specified in the request The most common HTTP POST request error messages Please pass document data in the parameter data Check your HTTP request The target queue does not accept HTTP GET POST requests to spool data Make sure you have enough licence credits and ensure that HTTP GET POST is enabled in Print Platform gt Queue Config gt Input Please set the target queue in the parameter queue Check your HTTP request get q p q y q The queue is not accepting jobs Check that the Accept box is checked for your target queue in Print Platform gt Queues The print transport CUPS did not accept the job Check you haven t used up all the ramdisk or persistent storage on the system System Settings gt Status Control Try re starting CUPS at Print Platform gt Platform Settings gt Cups Control 80 Queue Management Duplicating input jobs The Duplicate jobs to box is a multi select menu Any queues highlighted in this box will receive a copy of every input data file received on the current queue Hold the Ctrl key to select multipl
297. ule Match Any All ofthe following conditions Condition s Text 2 Contains A INVOICE l Action Replacement text Replace with Replace with a Select Apply form Convert data to b Select an action to apply if this rule is triggered Press the Add to add the condition to the rule You can now add additional conditions and use the Any All radio buttons to specify whether all of the conditions must match or whether it is sufficient for any condition to match 163 Logic Profiles Choose an action from the Action menu as shown in Figure 8 5 The parameter for the action will depend on the action selected Figure 8 6 and Figure 8 7 Figure 8 6 Apply form selecting a form Action Apply form Save rule File name example invoice_wml pdf example tandcs pdt wml_innovtech pdf wml masthead pdf e plus letterhead pdf wml_letterhead pdf Word Image pdf boller_advert pdf example invoice he pdf Select a form to apply arms an Figure 8 7 Select overlay template available templates Action Select overlay profile Save rule 164 Ar g Profile name newFrofile lt newFrofile Select a profile to apply Logic Profiles Figure 8 8 The newly created logic rule A Successfully saved Rule 0 Switch to profile demoLogic Create new New Profile Rule 0 Create new rule Match Any All of
298. ument to view viewDocument a S pageContent keyup function e var key e charCode e charCode e keyCode e keyCode 0 if key 13 enter key Instead of wmledd_getdoc click just viewDocument j 3 pageContent fwebuiFileDialog Customer reference obtained directly from URL EFirst try to get the cr variable Fall back to the more human readable custref function viewDocument if S wmledd_wrapper checkFields return var custRef S getUrlVar cr if custRef undefined custRef S getUrlVar custref if custRef undefined custRef wmledd_custref val log custRef is custRef Set this to any additional prefix to add before the returned file URL Usually you will proxy from www yoursite com pathPrefix through to the DataGateway Suggestion set pathPrefix to docs var pathPrefix var postData action viewDocument amp amp custref custRef amp amp referrer location href referrer is unused in eddportalops cgi at present amp amp firstname wmledd_firstname val amp amp lastname wmledd_lastname val Samp code S wmledd_code val S ajax data postData 233 Electronic Document Delivery async false url pathPrefix eddportalops cgi action viewDocument dataType xml type POST success functi
299. ur above this size i lie Processors N Select the number of processors carefully We do not recommend reconfiguring this value after installing the guest operating system ai Count 1 l This screen Figure 2 3 allows you to specify the initial amount of RAM and processor re source to assign to your virtual print appliance Specify a minimum of 256 MB of RAM Some applications may require more memory to run correctly but 256 MB is sufficient for sim pler tasks and short documents Assign the desired number of processors for the virtual appliance A single processor may be sufficient for simpler applications Assigning two processors to the system will improve the responsiveness of the web interface when the print processing load is high Note The amount of RAM may be altered after the virtual appliance has been created Altering the number of processors is not recommended by VMware but it can be done WML appliances will safely handle a change in the number of available processors 15 Getting Started Figure 2 4 Adding a hard disk to the virtual appliance S nvstuianec IVEAINIUSL B Create Virtual Machine Pages Hard Disk Name and Location Guest Operating System A virtual disk is a special type of file which will start small and then ol grow larger as you add applications and data to your virtual machine pre Memory and Processors ar gt Create a New Virtual Disk w Choose this option to add a blank di
300. ur when you press Update C Enable NTP Use Public NTP Server Pool NTP Server Update The system date can be set manually or using network time protocol NTP If you choose to use NTP you can specify to use your own NTP server or a public pool of NTP servers To make use of the server pool your device must have access to the public internet and DNS must be configured so that the device can resolve network names To set the date manually enter a string of the form MMDDhhmmyYYY For example to set date to 09 44 July 19 2006 enter 071909442006 To save your changes click on the Update button To configure NTP check Enable NTP and select Use Public NTP Server Pool or enter the address of your preferred NTP server you can do both Note that if your device is unable to 59 DataGateway Configuration access either the public pool or the preferred NTP server then a timeout of approximately 10 seconds will occur when you press Update Don t forget to set the correct timezone Section System timezone and locale to ensure that daylight savings adjustments are automatically applied System timezone and locale To access the system timezone and locale controls Figure 5 3 select System Settings gt Location Figure 5 3 Setting system timezone and locale Location Set your location and langquage locale here This will ensure that the system time is always displayed correct
301. urring in your documents and give the DCC system a set of rules that it can use to identify them Adding page types Go to the Page Types tab to start adding page types to your profile Figure 9 3 Figure 9 3 Page types Document Types Document Type Config Page Types Page Type Config All Documents Name Short tag Used for document Description Action identification Certificate of Motor Insure CERT E 2 Cover Note Motor Vehic CVN L Occurs in place of 2 certificate in some i cases Cover letter LET v 2 x x Cover letter reverse LETB L 2 rx x Please enter a name Short tac LJ Please enter a descriptio adjs You should define a page type for each distinct set of pages within your documents for example letter terms and conditions order details Each page type is assigned a name a short tag used to abbreviate the page type in reports and optionally a description You can also specify whether a page type should be used for document identification see Document identifier pages After filling in the details for your new page type click on the add button to add it to the list 170 Document Content Control The details of an existing page type can be modified at any time by editing its entry in the list of page types If you want to model a new page type on an existing page type click on the duplicate button in the row for the existing type This will create a copy of the chosen page type which you ca
302. ush 213 Appliance Manager Figure 12 6 Choosing a time window for the new push Add new push operation x Push name Example update Description Pushing settings to one box Configuration Config gsettings_bact Y Start ater ASAP Z Window ends 00 00 05 00 dd Push 07 00 4 00 00 l Add appliance 10 00 n If this is a push for a group then it will include all of the appliances in the group at the time the push is created If an appliance is added to the group after the creation of the push it will not participate in the push Likewise ifan appliance is removed from the group after the push was created it will still have the push applied unless the appliance itself has been deleted Figure 12 7 The list of appliance pushes for the appliance 192_168_0_104 vec Pushes for device 192 168 0 103 llion Push ID Push description Config ID Push Window Completed Action S f 3 Example_update Pushing settings to gsettings backup _tar 01 00 to 06 00 Incomplete r one box config 5 ys ral g Close Ay A 5 3 i Mha th Fa Arde nrn Once the push has been created it can be viewed with the push query icon This will bring up a dialog box as shown in Figure 12 7 This is a simple table showing the pushes for the appliance or group The ID of the push is shown along with its description the config which is to be pushed out the time window and whether or not it is comple
303. ut re loading the Output Batches page click on the blue open folder and follow the steps to access the files press Confirm to proceed The dialog will offer the option of re downloading the most recent output batch file as an alternative to creating a new output batch Output batch zip file contents The contents of the output batch zip file depend on the format of the pending jobs whether a header and trailer are enabled and whether job concatenation is switched on Note Concatenation can only be used with print output formats which can support it PCL files can be concatenated as can PostScript although to concatenate PostScript it is necessary for the printer to support job server mode Do not attempt to concatenate PDF files The DataGateway will comply and it will glue the files together but the files will not print or render correctly If the queue PPD specifies PostScript output then the files in the output batch zip file will be given the suffix ps If PDF files are produced the suffix will be pdf In all other cases the files will be given the suffix prn Figure 17 11 Output batching Contents of an output batch zip file 20120220 ROYALMAIL outbatch 1 zip read only File Edit View Help 9 E open v B Extract m leam B SSS S S Name v Size Type Date Modified ob0000000 header pdf 4 9 KB Adobe Acro 20 February 2012 11 33 ob0001014 addresspage_broker_1917 pdf 3 0 KB Adobe
304. vSphere HA Protection N A Y VMNetwork Standard port group Commands gt Power On y Recent Tasks Name Target or Status contains v Clear Name Target Status Details Initiated by Requested Start Ti Start Time Completed Time A Create virtual machine g 192 168 0 158 Completed root 06 03 2013 15 11 45 06 03 2013 15 11 45 06 03 2013 15 11 47 Y Tasks Evaluation Mode 60 days remaining root We hope you found this walk through for VMware vSphere and ESXi useful 2 2 Accessing the console Occasionally you may need to access the console of your DataGateway to carry out system configuration maintenance and trouble shooting Accessing the console on Tempest appliances You will need a USB keyboard a VGA monitor and an appropriate VGA cable to access the console of Tempest and Server based appliances Connect a VGA monitor and USB keyboard to the DataGateway When the DataGateway is switched on and the system has booted up you will see a login prompt You can log in as admin for manual IP address configuration or as root for other system tasks Accessing the console on Virtualized appliances The virtual machine console for Virtualized appliances is available via the VMware Server management interface the VMware Workstation UI or the vSphere client depending on which VMware infrastructure is in use You can log in as admin for manual IP address configuration or as root for other s
305. very gt Message Templates Core and per queue settings The core and per queue settings Figure 13 1 control the parameters for the electronic document delivery system Default parameters are defined in the core settings Several of these can be overridden on a per queue basis to allow different queues to be used for dif ferent delivery scenarios 220 Electronic Document Delivery Figure 13 1 Electronic Document Delivery configuration core and per queue settings Default parameters First name key Last name key Mobile key Email key Customer reference key Message preference Email subject line Number of messages to send Hours between messages Revert to hardcopy Revert to print after days Output print queue SMTP server SMTP user SMTP pass SMS test mode HTTPS proxy server HTTPS proxy user HTTPS proxy pass Database name Database server Database username Database password Update firstName lastName mobileNumber emailAddress customerReference Per queue settings Email Your documents are wmledd 192 168 0 122 wmledd password SecureDelivery parameters First name key Last name key Mobile key Email key Customer reference key Message preference Email subject line Number of messages to send Hours between messages Revert to hardcopy Revert to print after days Output print queue SecureDelivery firstName lastName
306. way is that all data manipulation is applied natively in the PDF format This means that the output document is always available as a PDF for archiving or electronic delivery Figure 7 1 The brower based template manager Will Template Manager testl Edit selected elements x Switch template Test data upload testl New Template Queue settings from OLINPUT Upload Test Data Position x 25 Y 39 pt Reaitime Taian neeene alin Template has been modified click Save button to save e e Static Varlabie orn g changes m Width 39 pt Realtime elements D Kd Date Wrap text Date Time Line spacing 1 23 8 Time Title Wr Display Source IP Hidden O Page Page count Depends on No other element eo Last page for None 7 Template settings Groups Name test Vertical group O0 It s easy to build up a template using the DataGateway s template manager Simply upload your PDF Forms and drag and drop text elements into position It s a quick easy job to build up a template which will enhance the quality of your print output 105 Template Management Figure 7 2 A finished example template Pager c D Innovative Technology A line of static text as a footer Figure 7 2 shows a finished template containing date and time realtime data elements a static element and the same PDF form as shown in Figure 7 5 Figure 7 3 The result of the exampl
307. will ensue 12 7 Appliance Manager Networking This section describes the ports used by Appliance Manager to communicate with managed devices The Appliance Manager listens on UDP port 1554 for incoming connections from managed devices so that these devices can announce their presence This allows newly added man aged devices to be automatically listed in Appliances gt Appliances and Groups The Appliance Manager has a server listening on TCP port 1555 for status messages sent from managed devices This channel is SSL encrypted The Appliance Manager makes connections to TCP port 1556 of managed devices to send firmware config and command pushes This channel is SSL encrypted Finally Appliance Managers which have managed DR partners make connections to TCP port 22 on the DR partner s to transfer configuration settings All communications on this channel are SSL encrypted 217 218 Chapter 13 Electronic Document Delivery DataGateway s electronic document delivery system enables delivery of completed documents either by secure document download or by email attachment This streamlines document fulfilment and provides an audit trail for document delivery The electronic document delivery system works by extracting delivery parameters such as name email address and mobile number of the intended recipient from within an incoming document These details are then used to set up electronic delivery of the document The document
308. wo strategies Either have your application generate the file in a separate folder and then copy the completed file into the DataGateway input share or have your application create each file with a spl suffix meaning SPooLing The DataGateway will ignore files with a spl suffix which must be in lower case When your application has completed generating the file have it re named without the spl suffix The job will then be printed Once printed the DataGateway erases the file from the network share For this reason the network share used for printing should be configured for read write access and if a copy of the print data is required it should either be archived using the DataGateway s archiving features or archived before it is dropped in the input share To enable share based input check the box labelled Scan share directory for inputs It s possible to use either Unix Linux Network File Server shares or Windows Samba SMB CIFS network shares from which to collect print data 81 Queue Management scan hot folder for input data Share Type SMB CIFS Windows share Available SMB CIFS shared folders WWINXP log Refresh Manual path entry You may need to enter your username password in the flelds below to discover the shares on your network Share username useri Share password TELTLLT Selecting a share NFS Linux Unix shares To connect to a Linux Unix NFS share choose NFS L
309. work Editor the network configuration used by The default location can be changed at Edit gt Preferences achines on this computer ation Preferences ize VMware Workstation to your way ng re Updates or software updates for VMware tion Virtualize a Physical Machine Create a virtual machine from an existing You can now choose the name for your virtual machine Here it has been named data gateway Figure 2 19 The virtual machine definition files will be created in the default location Documents Virtual Machines 24 Getting Started Figure 2 20 Setting the number of processors for the virtual appliance VMware Workstation File Edit View VM Tabs Help 3 Library Q Type here to search bi a My Computer E PdfPlus1 E barstorm1 E datagateway1 E esxtest2 Shared VMs E 192 168 0 158 ma Pr BZlv od Processor Configuration Specify the number of processors for this virtual machine Processors Number of processors Number of cores per processor Total processor cores Virtualize a Physical Machine Create a virtual machine from an existing Network Editor the network configuration used by achines on this computer ation Preferences ize VMware Workstation to your way or software updates for VMware File Edit View VM Tabs Help Prlalovod iim j Library x Q Type here to search X
310. wx archiveData SMB CIES Windows shares For Windows SMB CIFS network shares select SMB CIFS Windows share and click on the Refresh button to scan the network for available shares This will populate the Avail able SMB CIFS shared folders drop down Important Most recent Microsoft Windows file servers will not broadcast their available shares to the network without authentication If necessary enter your network username and password in the fields Network user name and Network password and then press Refresh The username and password will be used to obtain the list of available shares It is also possible to enter the share path manually in the Manual path entry text field by choosing the option Enter path in text box from the Available SMB CIFS shared folders drop down Enter the SMB CIFS path in the format MACHINE shareName The Network user name and the Network password fields must be filled in to attach shares which require authentication Archive file name format The format for the file names of archived print jobs can be controlled in the Archive File Name section of the Archive tab An example file name is shown in the box and the controls below can be used to customize the file name format The Fields box displays the list of fields used to make up the current archive file name Add fields by choosing them from the dropdown menu and clicking on the add button You can re order or delete fields by highlight
311. y o1elul UOOSUUOD x dno Iin aR al ot sulyoeu feoisAud JQINOI JEMAJI4 JOWOISND SUIUOPLU ENUA OS siy Wos SeTeUBUQ geq dl OllNd So v fy Se di NY I eyeq Wid s ess w W JS S s ess w W JS S N G2M p gt Jojnoy EMed4 LVN cp lo Sg Se i Aemoyeyeyeq MUM UUOHE d JU ENUA TEAM sessejppe dj Yoddns WM jjem m ay 1 pu s oy Aq paainbaa suoyesrunwwo ay I ST amnsiy 267 Print Outsource Sender Site Figure 18 1 shows the traffic which must be allowed to pass through the firewall router at the sender site The diagram shows connections between the two WML DataGateway devices and connections made to the sender DataGateway from WML support sites IP addresses of WML support sites will be advised upon before installation of the system There are five other IP addresses to note here a1 b1 c1 d1 a2 b2 c2 d2 and a3 b3 c3 d3 are three addresses on the same IP subnet the inside subnet of the firewall router a4 b4 c4 d4 is the public IP address of the firewall router the address to which WML sup port staff will connect and the address used to send system messages from the receiver DataGateway a5 b5 c5 d5 is the address of the receiver firewall The sender firewall must allow outbound connections to a5 b5 c5 d5 to send print data and system messages and al low inbound connections from this IP address for system messages Each connection shown on the diagram shows t
312. y list Figure 7 42 Output from the letter template Will Eanchewood Tables 1 The Araua aioli CETERSY UNCA W2 548 Ted MZH sran Dear hir Ort Wo ana plies bo presen bo you Ihe cage ameni Tha iang ine i Somewhat longer han fhe reai heed ea ami ia in pomi o et a bngih of Bis Trai paragraph We hppa it find won in gaod hesi an Tai pu aa coli wih the RANI yo aa recAng Viie think youll enes that i ofera greni wala for mions With beat wees trom all of us Yous sincerely The WML Demo Tear ms sli iz i F Y m v gt ao a Willa Mothers Linnie 12 Haus Lone Hane Toca DAR IKE UE Tok HSI PIL Po a ed brol Soba Wick ee es Cerpen mgri Hr HTE TA mgee Re GS MAA Now we need to handle letters for which the amount of text in the main body of the letter overflows the area specified for the master data group element as in a longer letter with multiple paragraphs in the body text When a master data group is added to a template page a new entry appears in the Pages dropdown menu Figure 7 43 This entry is the continuation page for the data group a tem 148 Template Management plate page that can be set up to display data that overflows from the data group area on the normal template page For page 1 of the template the new entry will be Page 1 cont Figure 7 43 Pages menu showing continuation page entry The contination template page allows you to set up a page w
313. you will be asked to confirm whether you want to reset the DNS settings Specifying a DNS server IP which is not accessible on your network can lock the web based user interface of the DataGateway Do you wish to reset the DNS settings Specifying a DNS server IP which is not accessible on your network can lock the web based user interface of this device Enter y to remove DNS settings n to keep them The DataGateway will now be reconfigured the new network settings will be displayed and the program will exit To make further changes you will need to log in and follow the process through again 49 Getting Started 2 4 Accessing the DataGateway user interface You can access the DataGateway user interface from anywhere on your local network by directing a web browser at the IP address that has been allocated either manually or via DHCP to the device You will need to log in to administer and configure the DataGateway DataGateway users The DataGateway is configured with two levels of user System Manager and Print Manager The default passwords shipped with the system are blankdoc in each case The System Manager has unrestricted access to all configuration options on the DataGate way The Print Manager has restricted access to the system allowing the user to administer print jobs and print queues but not make changes to system settings or operate the optional LAN Manager For example the Print Manager can t change
314. your document you ll need to enter your name along with this code QWRR Thanks for evaluating WML s Electronic Document Delivery WML e doc delivery team Repeat notification messages are sent according to the electronic document delivery con figuration which defines the number of messages to be sent and the number of hours be tween messages Different message templates may be set up for repeat notifications if re quired Email attachment If the chosen message preference is Email attachment then the customer will receive an email message with the document included as an attachment They will be able directly to view and print the document The status of the document in the database will be set to Emailed as attachment and delivery will be considered to be complete Secure delivery Message preferences of Email SMS and both SMS and email correspond to the secure delivery route Secure delivery involves the recipient either logging in to an existing cus tomer system or accessing a secure portal on the DataGateway The stored document is linked to the recipient s account or identification details and will be made available for download on successful authentication Note See Section 13 4 for more information about setting up the web portal and in tegrating it into your own website The status of the document in the database will reflect the customer s success in download ing the document Delivery will not be consi
315. ystem tasks 48 Getting Started Accessing the console on Server based appliances Please contact WML support for details of how to access the console on your Server based DataGateway 2 3 IP address configuration By default the IP address of the DataGateway will be allocated using DHCP To determine what IP address has been allocated you can consult your DHCP server logs Alternatively you can log into the DataGateway console view the IP address displayed there or carry out manual IP address configuration Console IP address configuration When you need to configure the IP address without the web user interface you can do so by logging in at the machine s console as described in Section 2 2 At the DataGateway console log in using the username admin and password blankdoc or the password that has been set for the admin user on your system When you have logged in the current network settings will be displayed You will then be given the option to configure the IP address manually or via DHCP or to quit Enter manual for manual IP configuration or dhcp for automatic IP configuration q to quit If manual configuration is chosen you will then be prompted for an IP address for the de vice a Netmask address and optionally a gateway address Enter the IP for the device 192 168 0 20 Enter the Netmask for the device 255 255 255 0 Enter the Gateway n for none For both manual and DHCP configuration

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