Home

PdfPlus User Manual

1. File Edit View VM Tabs gt lal eg Help 3 Library x Q Type here to search X o My Computer E PdfPlus1 E barstorm1 E datagateway1 E esxtest2 Shared VMs fb 192 168 0 158 Memory for the Virtual Machine How much memory would you like to use for this virtual machine 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 23 and Figure 2 24 allow you to specify the initial amount of RAM and processor resource to assign to your virtual print appliance 26 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 fo
2. File Edit View VM in 5 y pe gt 9 t E Desktop v Search Desktop Library Organise 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 31 When you click Finish your Virtualized virtual appli ance is ready to use 30 Getting Started Figure 2 31 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
3. 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 4 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 11 165 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 printing An example is shown in Example 9 1 Example 9 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 simp
4. Duplexer Installed Not Installed 98 Queue Management Figure 5 27 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 PdfPlus archive your print data or configure other aspects of the queue please refer to the sections earlier in this chapter for details 5 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
5. Replace with Save rule In Figure 7 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 region of the logic editor is the rules box In Figure 7 3 this shows a single tab headed Create new rule Here you can add conditions to the rule and choose an action Figure 7 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 158 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 7 4 Note The left menu in Figure 7 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
6. 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 OSTERBY 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 6 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
7. 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 6 10 shows the template settings box Note Any change made in any of the fields in the template settings box are immediately saved on the PdfPlus 108 Template Management Figure 6 10 The template settings box Template settings Name Formatted Text Basis Automatic default 2 Num pages page Copies 0 extra copies Elements Duplicate on copies Page size Ad Units points Date format 2010 09 24 Time format 3 36 PM a 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 6 4 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 merge
8. The file browser shows a list of the files stored on the internal flash or hard disk of the PdfPlus Note that not all files stored on the PdfPlus 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 PdfPlus job processing software 8 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 8 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 8 4 PPD Files Shows PPD files and gzipped PPD files which have been uploaded to the PdfPlus by the user 8 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 PdfPlus 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
9. Virtualize a Physical Machine Create a virtual machine from an existing 4 VMware Workstation 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 21 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 24 Getting Started you should choose Linux for Guest operating system and Other Linux 2 6 x kernel for Version Click Next Figure 2 22 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 d
10. Workstation 9 0 imi achines on this computer 10 network adapter limit 2 TB disk size limit ation 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 20 23 Getting Started Figure 2 20 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
11. 13 Getting Started Ideally the new disk should appear as a SCSI disk to the operating system It should appear 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 PdfPlus 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 PdfPlus software are available in two formats The first is a growable disk provided as a single file with a name such as wmlpp pplus 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 pplus vmware sata tree3 20130228_1502 esx vmdk wmlpp pplus vmware sata tree3 20130228_1502 esx flat vmdk Upload both of these vmdk files to the data store of your
12. 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 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 6 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 6 50 151 Template Management Figure 6 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 6 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 152 Template Management Figure 6 51 Sample output with columns and spacing adjusted
13. In both examples the implied key 0 is sales_contract key 1 is Customer Copy and so on Example 6 7 Column list CSV data sales_contract Customer Copy CFG SUPPLIES 1 MINNS WAY FAIRFORD RETAIL PARK WESTFIELD YORKS W1 9GT Tel 01234 567890 7101 E9418 140 Template Management Example 6 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 6 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 6 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 wil
14. PdfPlus User Manual a Innovative Technology PdfPlus User Manual PdfPlus User Manual Version 1b424e3 master 11 April 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 eirean aeaa uacensae sannnenssecaanas E 11 2 1 PIAURORI Ser D ees T E E RE 11 Setin up a Tempest PdIPIUS stenoses ah E E eet eens 11 Setting up a Server based PdfPlus vn sssoavrece Bouse lesarveesdcasnredesaasPesadewa debian 12 Setting upa Virtualized PdfPIUS srainnsear aaa 13 2 oe NCCessing the console ersireipt iane E aE a a a 49 Accessing the console on Tempest appliances sssssssssesersessrsessrsessrses 49 Accessing the console on Virtualized appliances s sssssssssessrsessrsessrses 49 Accessing the console on Server based appliances ccceccssceecceeeneceees 50 2 3 IP address CONlSUPATION sncatpiri oro
15. _address1_ Invoice no Last page for None address2 Invoice date _address3_ Groups _company_ Vertical group 0O Pi Hours A A l rdject Operator ems t rate mount _letterline1_ al Formatting Helvetica o 13 Add Manual Key BOO Data groups T Secure forms Add Data Group Mandatory L Auto filled L 4 Remove Template settings Name test 4 Basis Automatic default Subtotal Num pages 1 page VAT A 5 6 Total Copies 0 extra copies 7 gt ayfnent Terms are within 30 days from the date of invoice Elements Z Duplicate on copies Pledse make all cheques payable to William Matthew Limited Page size A4 Format Default Units points Date format 2013 03 04 Registered Office 55 Workley Road Sheffield 557 8AA Time format 15 57 50 3 Registered in England No 1234 56 7VAT Reg No 123 012345 The template manager consists of the following components L A 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 whi
16. iy Local Disk C F seb seb thinkoa Y lt 2 items Upload both of the vmdk files to the datastore of your ESXi host in the Summary tab Fig ure 2 41 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 34 Getting Started Figure 2 36 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 36 Select Custom so that it will be possible to specify that we want to use an existing preformatted virtual disk Click Next 35 Getting Started Figure 2 37 Choosing the name for the virtual machine Name and Location Specify a name and location for this virtual machine Configuration Name ia cairn Patagateway Storage Vie Gincd Madine Yerin Virtual machine VM names may contain up to 80 characte
17. 127 Template Management Figure 6 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 the add button Note Template names may contain upper and lower case letters numbers the dash character and the underscore character Figure 6 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 PdfPlus already contains at least one template you can create a new template from within the template manager by clicking the New Template button Figure 6 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 6 21 128 T
18. 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 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 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 1
19. Fig ure 5 1 found on the Print Platform gt Queues page Figure 5 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 PdfPlus The summary view shown in Fig ure 5 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 5 2 details the components of the queue status line 71 Queue Management Figure 5 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 00000 Status idle Last Job stopped at 2012 02
20. Figure 7 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 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 7 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 161 Logic Profiles Figure 7 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 7 9 and press Update Print jobs on this queue newQueue will now be processed through the logic filter 162 Chapter 8 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 8 1
21. Figure 8 1 The PdfPlus 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 PdfPlus 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 e All User Files Shows PDF form files and any files generated with the print diagnostics feature enabled in Print Platform gt Queue Config gt Output To upload a file to the PdfPlus 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 163 File Manager 8 1 Form Files
22. Introduction The PdfPlus s main tool for data manipulation and document creation is the template man ager Figure 6 1 This WYSIWYG tool allows you to build up a template which can be applied to print jobs as they are processed by the PdfPlus 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 PdfPlus 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 6 1 The brower based template manager Will Logout Profile Editor Switch profile Formatted Text Create profile New Profile Metadata Static Variable Forms Page 1 S X T iz BASE 1A Available PDF forms accounts wmidemo co uk Activate an existing PDF form 55 Workley Road g 44 Sheffield S57 8AA tel 44 0 845 123 4567 Select Date It s easy to build up a template using the PdfPlus 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 101 Template Management Figure 6 2 A finished example template Pager c D Innovative Technology A line of static text as a footer Figure 6 2 shows a finish
23. Select File Inventory Contents Information a v localhost 1501 vmdk Name wmlpp pre vmware y standard new_wmlpp_vm vmdk Size 78 875 MB ou rootfs vmdk Modified Jan 16 2012 1 09 dror gt fal Fedoral2 eee ieee Type VM Disk File vm a b wi gt 6 Fedora13_3 Datastore standard gt 6 iso gt Ubuntus o4 gt vmubu1 5 gt 6 VMWare Studio gt al VMware_Studio 2 pal gt 0 winzk oe i Op gt f winzk3 F ts gt p winxp_2 ual Ne ED Fle Type VM Disk vmdk E I Co On the Properties window Figure 2 8 click Browse and browse to the location where you saved your vmdk disk image See Figure 2 9 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 10 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 oL M d Pr o have been configured for virtual machine use on the host If no such pro iS Ba oo kl port groups have been configured you will not be able to connect to an any network wr Hard Disk i Add a Network Adapter
24. VMware images on the WML web server Firefox iil Index of datagateway cm wmitd co uk datagateway 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 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 33 Getting Started Before starting download the latest PdfPlus image from http wmltd co uk pdfplus Choose the esx zip file Figure 2 34 Unpack the zip and find the two vmdk files Fig ure 2 35 Figure 2 35 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
25. idle g9 newQueue 9109 This is a demo queue Ind 192 0 0 192 passthru e 4 g Enable to demonstrate TS F SF lt 4 Accept Jobs workflow M Shared Add a new queue 9112 Ipd o x passthru os Figure 5 22 Press the configure button to enter the queue configuration page for the new queue Figure 5 23 Configuring the output PPD driver f COI GUufatiO 4ri O IEW UVU ECU eE A Switch to queue newQueue S Print status page Input Text Profiles Archiving Failover Alerts PPD Driver PPD Options Kyo Settings Output Queue Info Current PPD file is WilliamMatthew PDF 1 0 B 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 S Choose printer model First choose a m Update or Add a PPD file or Browse package Figure 5 23 The most important configuration setting for the queue is the PPD driver This is where you define how the PdfPlus should format the document before it is sent to its destination The PPD driver selects which of the PdfPlus s internal printer driver filters is used to convert the job from the PdfPlus s internal format PDF into printer 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 l
26. normal template page For page 1 of the template the new entry will be Page 1 cont Figure 6 43 Pages menu showing continuation page entry The contination template page allows you to set up a page with 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 145 Template Management Figure 6 44 Letter template pages original page back and continuation page front Page l Page Papi Figure 6 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 eleme
27. you should click on Use an existing virtual disk which will open the next window shown in Figure 2 28 Figure 2 28 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 29 You will probably see a pop up asking if you wish to convert the existing virtual disk to a newer format Figure 2 30 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 29 Getting Started Figure 2 29 Selecting the WML Virtualized disk file oo VMware Workstation
28. 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 11 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 11 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 complete If the push is complete the time of completion is shown Note The appliance ID in Figure 11 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 182 Appli
29. 10 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 PdfPlus 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 172 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 PdfPlus 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 the tag into the adjacent text fiel
30. 104 6 5 Overlay template manager camises e E 106 Saving changes to the template ssssnssssessrsessrserersensrsrrsrsessrsersrsers 107 Template management seroit aT a E a 107 Templite setio Tassini tai E A A eiteee 108 The Canvas rieien a a E N T einen aaeanae 112 The overlay elements user interface sssssssrssssrsorsessrsesersesersesersee 115 Testine print dalde T E emer 125 6 6 Overlay Templates Example Workflow sssssssssessrsessrsessrsersrsessrsersrsers 126 Create a OPIN QUCUC maerore g ra e AS EE E EO SAE 126 Create PDF TOLM S ciori irean Da aE a EEE 126 Create and name a new template s ssssesssssssrssrsesersesersesersesersessrses 127 Upload and activate PDE fOrs sicir racie iiaiai n a N 128 Add text Overlay eneon a E A E 130 Review template settings ssssessssessrsersrsersrssrsrsersesersesersesersesersee 132 Upload and TeSt orure E E NT 132 Bind the template to the queue s sssssssssessrsessrsorsrsersesersessrseserseserses 133 6 7 Using structured ANP data sux sdensnepiecvncnescocsdien EE O E A a e rene 134 XML INO CATA eeano a e E A E 135 COV dalarna E A E N AN 140 Jetforms format input data ssiresrees iani nd e i rE aE EE A 141 Template Special Keys areira nra a A 142 6 3 Usine dati Propo esnea a a aa O R 142 Letter with variable content ecescdeics iot iene a E aeieweaatss 142 Multiple page INVOICE eraon eieaa a E 147 PdfPlus User Manual Te OSIC PLOMNICS aiene eee AEE se EEA E A
31. 19 Overlay elements Adding a data group Data groups New data groups s datagroupt Add Data Group Figure 6 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 characters 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 6 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 6 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 o
32. 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 24 111 Template Management The date format will be applied to all Date realtime data elements on the template Note Inthe current revision of PdfPlus it is not possible to have differing date formats within the same template For example you could not have Date realtime 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 PdfPlus it is not possible to have differing time for mats within the same template The canvas Figure 6 11 The template manager s canvas r Pagel SS The canvas is the main work area of the template manager see Figure 6 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 posit
33. 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 11 5 Enter a name for the push a short description and choose the configuration Figure 11 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 11 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 push 181 Appliance Manager Figure 11 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
34. 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 PdfPlus 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 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 PdfPlus Configuration System date and time To access the system date and time controls Figure
35. Mask 255 255 255 6 UP BROADCAST RUNNING MULTICAST MTU 156 Metric 1 UP BROADCAS NNING MULTICAST MTU etric 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 21 Getting Started Figure 2 17 The Home tab of
36. Name 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 mul
37. Operating System Select the operating system you plan to install in your virtual machine Ot Mia ris and Precel Your selection will be used to recommend settings and optimize pro emory and Processors performance an wi Hard Dis Once the virtual machine has been created you will need to install this ira 5 operating system from your own installation disc Properties Operating System Windows operating system letwork Adapter Novell Netware a Properties Solaris operating system pa Linux operating system el CD DVD Drive Other operating systems p ropertie Version Other 2 6x Linux 32 bit J ua Ne Floppy Drive Product Compatibility 15 Getting Started The next window Figure 2 5 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 operating system for Operating System and Other 2 6x Linux 32 bit for Version Click Next Figure 2 6 Setting the amount of RAM and number of processors for the virtual appliance Create Virtual Machine L O O Create Virtual Machine x Pages Memory e Processors Name and Location Guest Operating System Memory gt 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 application
38. SCSI Controller Select a Disk Ready to Complete Identifying the quest operating system here allows the wizard to provide the appropriate defaults for the operating system installation Guest Operating System i Linux Version The next window Figure 2 40 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 39 Getting Started Figure 2 41 Setting the number of processors for the virtual appliance 40 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 Getting Started Figure 2 42 Setting the amount of RAM for the virtual appliance x Memory Virtual Machine Ver
39. SSD 460 25GB 45 State Powered Off lt gt Host lani58 wml Active Tasks Network Type vSphere HA Protection N A Y VMNetwork Standard port group DNS Name Commands gt Power On y Name Target or Status contains v Clear Name Target Status Details Initiated by Requested Start Ti Start Time A Create virtual machine g 192 168 0 158 Completed root 06 03 2013 15 11 45 06 03 2013 15 11 45 Recent Tasks Completed Time 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 PdfPlus to carry out system con figuration 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 PdfPlus When the PdfPlus 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 in
40. Setting system and print manager 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 4 8 select Sys tem Settings gt Backup 66 PdfPlus Configuration Figure 4 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 setting
41. VMware infrastructure before creating a new virtual machine Note It is possible to use the 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 14 Getting Started 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 Figure 2 4 Creating a Virtual Machine in the VMware Infrastructure Web Access Interface VMware Infrastructure Web Acce a VMware Infrastructure Web Access seb circle wml Application Virtual Machine Administration u o A Help Virtual Appliance Marketplace Log Out Inventory O localhost v E localhost Summary Virtual Machines Tasks Events Permissions E Fedora12 E Fedora13_3 General vMware Tips E fsi Ubuntu8 04 Hostname localhost Virtua machine
42. a different template and you have made changes to text elements which have not yet been saved the PdfPlus 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 template Figure 6 9 You can also choose to create a new template by uploading a template archive as saved under Template operations Figure 6 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 107 Template Management 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 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 PdfPlus 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
43. amp Date a Time mae te Will a Source IP 0 ere a Page Page count Invoice address Date 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 6 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 elements 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 PdfPlus 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 PdfPlus 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 115 Template Management 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
44. 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 11 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 PdfPlus to be mirrored to a second PdfPlus 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 Appliances 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 184 Appliance Manager d
45. and Location Guest Operating System 4 USB controller gives your virtual machine access to USB devices pou 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 12 click Don t Add a CD DVD Drive Likewise on the floppy drive Figure 2 13 and USB Controller Figure 2 14 windows click Don t Add Figure 2 15 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 20 Getting Started Click Next on the USB Controller window and you will arrive on the summary window Fig ure 2 15 When you click Finish your Vi
46. and confirm success The main activity for the administrator using Appliance Manager is to create and manage pushes 11 2 The user interface Appliance Manager has three section to its interface 175 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 11 3 Appliances and groups This section covers the most important part of the Appliance Manager user interface Ap pliances and Groups Figure 11 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 11 1 shows the Appliances and Groups 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 bra
47. 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 11 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 11 3 Note It will take up to five minutes for the system status to appear for a newly man aged appliance 178 Appliance Manager Figure 11 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 Load 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 M
48. comma separated IP addresses You may also choose to receive network syslog messages on the PdfPlus by checking the Receive network syslog messages box and filling in the port number and protocol ap propriately 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 log stores messages relating to other aspects of the system Example 4 1 shows an example set of log files 61 PdfPlus Configuration Example 4 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 wnlop syslog 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
49. distinguish variable data elements from realtime data elements which are enclosed by characters and from data group elements enclosed by characters Figure 6 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 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 6 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 6 1 An example variable data file in CSV format name Mr Jones address 24 Tenants Drive Example 6 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
50. 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 Failover The PdfPlus 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 5 10 Figure 5 10 Queue configuration Failover tab Queue Config Q Uee cOonrgquration ror mall Irinte Switch to queue mainPrinter Print status page Input Text Failover Alerts PPD Driver PPD Options Kyo Settin i p rer if l F m p raiovel Choose the queue or class through 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 You may select the queues through which jobs should be processed in failover mode If failover mode is engaged then jobs whi
51. files from a network share the PdfPlus 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 set tle time it spools it for print Empty files with zero size are not printed The PdfPlus 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 PdfPlus 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 two strategies Either have your application generate the file i
52. giiel 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 5 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 5 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
53. have been used to transfer print data onto the PdfPlus 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 without the need to go back to the original artwork editor Figure 6 13 Overlay elements Static Data tab Realtime Static Variable Forms Static data New data Copyright 2013 Add Text Figure 6 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 t
54. 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 5 3 Queue configuration Example workflow This section describes the basic steps required to create a new usable print queue on the PdfPlus It doesn t describe every setting refer to Section 5 2 for that but instead gives an overview of the initial configuration of a new queue 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 5 16 Setting the new queue name Add a new queue 5 x g109 ipd o L ipassthu__ aj Figure 5 16 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 5 17 Setting the input TCP port Add a new queue 5 x p 9109 Ipd passthu db a 94 Queue Management Figure 5 17 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 PdfPlus If you will not use raw port printing simply leave this set to 9100 Figure 5 18 Setting the queue information Add a new queue 5 x B109 Ipd E passth
55. match Figure 7 5 Choose an action for the rule m Eri F io Protea cama PL F FIGS Worl f lar F L k Switch to profile demoLogic gt Create new New Profile Greate new rule 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 159 Logic Profiles Choose an action from the Action menu as shown in Figure 7 5 The parameter for the action will depend on the action selected Figure 7 6 and Figure 7 7 Figure 7 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 7 7 Select overlay template available templates Action Select overlay profile Save rule 160 Ar g Profile name newFrofile lt newFrofile Select a profile to apply Logic Profiles
56. 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 PDF 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 6 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 5 3 Chapter 5 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 126 Template Management Figure 6 26 Pri
57. 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 46 44 Getting Started Figure 2 46 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 45 Getting Started Figure 2 47 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 47 in your datastore and select it 46 Getting Started Figure 2 48 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 Sele
58. 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 12 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 allowing you to select the destination printer this is a list of all the queues which are configured on the PdfPlus 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 190
59. settings DCC profiles and PDF forms This is a sensible amount of storage for systems which 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
60. so care must be taken with its use Because of this the feature will always be switched off following a reboot of the PdfPlus Enable print queue diagnostics in the Output tab of Print Platform gt Queue Config 164 Chapter 9 Print Reports The PdfPlus can provide an audit trail showing what time each job is received by the de vice 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 4 for instruction on configuring the system log settings Ensure that Store log messages to network share or local hard drive is checked as shown in Figure 9 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 4 Figure 9 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 g 7 PILAA F Lj PIP N J rm i
61. 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 6 24 To delete the form press the Del button and it will fade out Note All the actions relating to PDF forms are immediately saved on the PdfPlus 124 Template Management Figure 6 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 6 25 Test data upload box Test data upload Queue settings from test Upload Test Data Figure 6 25 shows the test data upload box I
62. to print 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 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 110 Template Management 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 PdfPlus to print st
63. 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 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 6 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 6 1 and Figure 6 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 6 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 6 5 shows a single PDF form element containing a WML logo which is active for page 1 of this template 103 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 tem
64. 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 5 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 5 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 5 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
65. 08 11 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 5 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 5 3 providing queue details and status information and current system information 72 Queue Management Figure 5 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
66. 25 you can select different kinds of network For a most systems you are likely to need Use bridged networking 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 Zd Getting Started Figure 2 26 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 barstorm1 IDE Controller ATAPI E datagateway1 Gi 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 26 shows a screen allowing a choice of virtual disk I O co
67. 4 2 select System Settings gt Time Figure 4 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 occur 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 name
68. 8 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 11 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 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 180 Appliance Manager Managing pushes Figure 11 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
69. 92 168 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 62 PdfPlus Configuration 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 Ent
70. AN Manager For example the Print Manager can t change the IP address of the PdfPlus or re direct system logging messages 51 52 Chapter 3 Disaster recovery and backup procedures This chapter describes strategies for making a backup of your production PdfPlus 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 3 1 Backup Automated backup with WML s disaster recovery system The best way to backup your PdfPlus is to implement WML s disaster recovery system This is implemented as a feature in the Appliance Manager module see Section 11 6 The production system is configured as the DR master and has the Appliance Manager module installed A second backup PdfPlus 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 database 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
71. 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 185 186 Chapter 12 WML Secure Forms WML Secure Forms is a module for PdfPlus which extends 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 sale
72. B 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 formatted report containing All managed appliances with status e Groups with lists of appliance members e Full listing of Pushes both complete and incomplete including appliances to which the pushes apply 179 Appliance Manager Figure 11 4 Viewing the full report of managed appliances and groups e v e x A http localh
73. BatchRef 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 closed within a Job element Each job should be given an id attribute which is the job number and should start at 1 rather than 0 135 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 Wm DocRef is used as the main document identifier within the Document Content Con
74. 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 5 14 92 Queue Management Figure 5 14 Queue configuration Output tab Input Text Profiles Archiving Failover Alerts PPD Driver PPD Options Kyo Settings Output These are the output address settings for the destination printer or print server Queue output protocol ipp S IPP Compression vi Queue output address 1 2 3 4 Port Queue passthru Diagnosis LJ Update Common 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 out put protocol it is possible to specify whether IPP compression should be a
75. E ers 157 8 File Managen iieo N TEE AA AE 163 a ELC E ath a E E A 164 B22 WOO Files IE EE E E ETT E T manatas 164 E AW CMV Cs FICS erain vanced onan E E E ENT 164 BA PPD TIE e aA E E Sian vbedetnsdtaasiaemeaas 164 e AU SCM Fles ernir aae E a E Garis Sietandes 164 Print DiagnoStiCS oeira T a E babel cae 164 9o Print REPOS opret E E A E E EES 165 9 1 Viewing reports in the web interface ssssssssessssesersessrsersrsessrsersrsers 167 9 2 Reports with a pair of DataGateway devices ss sssssessssessrsessrsersrsersrsees 168 10 Kyocera Prescribe Emu latiot aieiscctecdcssessiesece ota coccesandens cedeceyscesccateetehiavice 171 101 Basie DeL renoir ona a a A a A 172 10 2 Paper CASSCELCS aiins ines sagisuyaaneiiamntnes EAEE Raa EATE a Raa ada 172 Usine Digital Paper Stock rmiririmennpiniir iane a EA A 173 Using PostScript Paper Selection Tags ssssssessssessrsessrsessrsrrsrsersrsers 173 AO 3 Persistent Stale yeri eonenn oatutaleductocladdccaa salar A O sameness tatoo deta 173 11 Appliance Manager soniers oenen EE E EEE AREE 175 11 1 The Appliance Manager push sssssssssessrsessrsersrsesersessrsersrsersrsersrsers 175 i2 The user nterni faiiuicohcesehs Readers een 175 1A Appliances and GLOMUS erener sanceccadanaveretan shinee a ea a a a oat 176 Populating theappliance list censeri eoeii ire E EE ia 177 Appliance Stalis eoira Te E E O EA 178 Appliance report aseene a E 179 Manasine PUSHES cd canctecaer
76. Figure 2 32 The new appliance tab File Edit View VM Tabs Help P l4 8O i Daw Library iHome x E datagnteway 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 inst
77. 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 Section 6 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 6 5 shows a full annotated example of an XML input batch file for multiple jobs 137 Template Management Example 6 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 i
78. Properties Don t Add a Network Adapter Network Adapter vir ua Properties as OF ts ua Ne ntrolle 18 Getting Started Figure 2 11 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 10 click Add a Network Adapter In the prop erties window for the network adapter Figure 2 11 you can select different kinds of net work 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 appli ance 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 ch
79. Z 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 11 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 11 1 Example 11 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 177 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 11 2 Appliance list with group specified in column two 192 168 0 1 London 192 168 0 2 London 192 168 0 3 London
80. able 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 Wm1Xm1lData gt Character encoding and special characters The PdfPlus 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 6 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 139 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 t
81. age1 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 130 Template Management Figure 6 35 A date element is added to the template Realtime Static Variable Forms 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 6 35 Do the same for a time text element Figure 6 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 6 36 Figure 6 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 mov
82. ages along with the time the job was received and when it was sent on to the printer Figure 9 4 shows the same example data but on the CSV page where the data is presented in comma separated format Figure 9 4 Accessing report in CSV format in the web interface nowing tempest_report csv 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 9g 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 9 2 Reports with a pair of DataGateway devices The WML DataGateway is able to 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 168 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 prot
83. al recommended Network Editor Create a Workstation 9 0 virtual machine the network configuration used 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 22 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 19 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
84. al in stalled RAM If this runs low then print jobs may stop processing through the PdfPlus Dur ing 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 PdfPlus 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 PdfPlus provides a remote access mechanism to allow support staff to access the appli ance and investigate problems To use this feature the appliance mu
85. 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 88 Queue Management 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 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 number 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 4 PdfPlus 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 sy
86. alling VMware vSphere please refer to the VMware website 32 Getting Started Figure 2 33 192 168 0 158 File Edit View Inventory Administration Plug ins Help The Summary tab in vSphere client for the ESXi host a Home p sh Inventory p Sf Inventory at g E A 192 168 0158 E datagateway1 lani58 wml VMware ESXi 5 1 0 799733 Evaluation 60 days remaining Getting Started Summary Virtual Machines ResourceAllocation Performance Configuration Local Users amp Groups Ev Dell Inc CPU usage 32 MHz PowerEdge R210 II 4 CPUs x 3 192 GHz Memory usage 1094 00 MB Intel R Xeon R CPU E31230 a Capacity 4x 3 192 GHz Capacity 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 33 shows the vSphere client with the Summary tab showing Figure 2 34
87. ame 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 PdfPlus 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 configurations are not supported and cannot be used for input share access on the PdfPlus In particular Active Directory shares cannot be used There may also be problems with certain 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 and apply logic actions where conditions are matched To change the overlay templa
88. an set the network address for the network interface s Figure 4 1 shows a Pdf Plus on which there is one network interface eth0 On hardware platforms with multiple 57 PdfPlus 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 PdfPlus Alternatively access the console of the PdfPlus 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 PdfPlus 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
89. ance 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 11 4 Stored configurations This page Figure 11 8 provides an interface to upload backup tar files for distribution to managed appliances Figure 11 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 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 wi
90. and 24 Tenants Drive 118 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 6 17 Overlay elements Variable Data tab showing keys Realtime 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 6 17 shows the result of uploading the example shown in Example 6 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 6 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 119 Template Managem
91. anvas 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 group area and laid out according to the data group s parameters 142 Template Management Figure 6 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 cre 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 6 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 6 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 t
92. atabase 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 will ensue 11 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
93. atagateway a ae oe are s i i 192 168 0 158 C Users seb Documents Virtual Machines datagateway Network 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 22 The virtual machine definition files will be created in the default location Documents Virtual Machines 25 Getting Started Figure 2 23 Setting the number of processors for the virtual appliance VMware Workstation File Edit View VM Tabs Prial og j Library x Q Type hereto search bi a My Computer E PdfPlus1 E barstorm1 E datagateway1 E esxtest2 Shared VMs E 192 168 0 158 Hep af 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
94. atching 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 PdfPlus If print jobs are spooling onto the PdfPlus 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 port can also be set in the P
95. ate 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 ugtrwx archiveData SMB CIES Windows shares For Windows SMB CIFS network shares selec
96. ble Forms Variable data Display Values _hrs3_ _hrs4_ a hrs5_ _invdate_ _invno_ _mobile_ _name_ _operator1_ _operator2_ _operator3_ _operator4_ _operator5_ Add Manual 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 6 47 The newly added group has a d
97. ch 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 the Template settings box Allows the user to save an archive of the current template 106 Template Management Saving changes to the template The template manager is a browser based front end to the PdfPlus appliance It sends mes sages to a back end program on the PdfPlus which writes changes to a configuration file In general changes made in the left column are immediately saved on the PdfPlus with out any further action In contrast changes to the position width font size and weight 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 6 8 shows an example of this warning To commit changes to the PdfPlus it is necessary to press the save button al Figure 6 8 This template has been modified w Template has been modified click Save button to save Page lL i changes LAZY Parana Workiev Road 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
98. ch 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 PdfPlus system may be configured to send alerts if the queue does not appear to be pro cessing 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 87 Queue Management 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 5 11 Figure 5 11 Queue configuration Alerts tab Queue Config Queue configuration for mainPrinter Switch to queue mainPrinter Print status page Input Text Failover Alerts PPD Driver PPD Options Kyo Se Alerts Configure the queue alert timings here Set the working hours during which the queue should be monitored This time ts used daily but Saturday and or Sunday can be excluded using the checkboxes Finally enter a threshold time fin 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
99. ck on the Revert Firmware button 68 PdfPlus 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 4 10 select System Settings gt Sta tus Control Figure 4 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 tot
100. ckets 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 176 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 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 11 2 Upload an externally generated list of appliances or access an appliance report 1Y
101. ct a Disk Independent Select Existing Disk Independent disks are not affected by snapshots 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 47 Getting Started Figure 2 49 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 afte
102. d 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 10 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 173 174 Chapter 11 Appliance Manager Appliance Manager is an optional module for PdfPlus which allows you to manage a group of WML appliances The module is enabled with a licence key on a single PdfPlus which becomes the master appliance manager on the network Appliance Manager has the following features e Catalog individual appliances 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 ap
103. d 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 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 An example of the older format for XML structured input data is shown in Example 6 6 This format lacks the flexibility to specify job and page elements but the PdfPlus will still accept this data 138 Template Management Example 6 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 vari
104. d 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 PdfPlus 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 Basis is set to one of four possible values which are described below 109 Template Management 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 PdfPlus 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
105. dded 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 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 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 105 Template Management 6 5 Overlay template manager The overlay template manager was shown previously in Figure 6 1 and is presented in full view below Figure 6 7 Figure 6 7 The overlay template manager test o Switch template s Test data upload FA 3 test New Template Queue settings from OLINPUT Upload Test Data 4 Edit selected elements x Realtime Static Variable Forms 5 Page Lal SJS d 3 Position Variable data Alp Example data X 83 Y 215 pt in Display Values Delete Example Data 77 4 Width 67 pt M Wrap text O0 1 Line spacing 1 23 7 oo Invoice address Display EilmiBatohises Hidden O _WmIDocRef_ Laddress1_ address2_ Depends on No other element Vv _WmiTemplate_ address3_ Order no
106. e 255 255 255 0 Enter the Gateway n for none For both manual and DHCP configuration 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 PdfPlus 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 PdfPlus 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 50 Getting Started 2 4 Accessing the PdfPlus user interface You can access the PdfPlus 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 PdfPlus PdfPlus users The PdfPlus 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 PdfPlus 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 L
107. e Licence will be considered a breach of copyright and subject to English Law vill Chapter 1 Introduction WML PdfPlus is a network appliance for workgroup printing It acts as a print server on your network receiving data from a variety of sources which it can manipulate and pass on to your printers PdfPlus 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 fold ers In addition FTP can be used to send input data enabling the PdfPlus to be used in conjunction with multi function printers to process scanned images PdfPlus can work with pre formatted print data or with structured text data such as XML and comma separated value data Acceptable pre formatted print data types are PDF Postscript and formatted plain text Structured text input data can be formatted in XML or as comma separated values CSV PdfPlus is configured via its built in web interface It provides a graphical overlay template editor which allows you to build up a template comprised of PDF forms and overlay elements such as the date time barcodes and static text A logic engine allows the PdfPlus to trigger overlay templates based on the content of in coming print data Available as an optional module is the Secure Forms application for retail environment
108. e 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 flexible 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 PdfPlus that the data is in XML format The PdfPlus 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 6 2 Example 6 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 Wml
109. e 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 position of all selected elements will change by the amount that the first element moves 114 Template Management The overlay elements user interface The overlay elements user interface box shown in Figure 6 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 6 2 The overlay elements interface consists of four tabs one for each type of overlay element Each tab is described here Realtime elements Figure 6 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 Figure 6 12 Overlay elements Realtime tab Template has be Realtime Static Variable Forms Page 1 5 Realtime elements
110. e the PdfPlus system After configura tion the system will have the correct network settings it will keep time correctly and sys tem 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 5 Queue Management This chapter also describes the configuration of passwords for authentication and describes how to modify the licence key 4 1 System configuration System configuration tools can be found in the PdfPlus web user interface by selecting the System Settings item from the main menu Network settings To access the network settings controls Figure 4 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 4 1 Network settings Network L 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 Primary DNS server 192 16806 Hostname officel_preprint IP Address 192 168 0 20 Secondary DNS server DNS Domain 255 255 Netmask 255 255 255 0 DNS Search Order maga 7 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 c
111. e 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 6 37 131 Template Management To move the selected elements you can edit the text boxes in the element editor in Fig ure 6 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 PdfPlus Review template settings Figure 6 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 6 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
112. ecked and press Next Figure 2 12 The CD DVD Drive window g tvewad S I Wreanmor Create Virtual 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 19 Getting Started Figure 2 13 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 14 The USB Controller window f Create Virtual Machine x Pages USB Controller Name
113. ed PdfPlus here 12 Getting Started The Server based PdfPlus will consist of a one or two unit rack mount server with a suit able 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 PdfPlus 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 PdfPlus 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 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
114. ed template containing date and time realtime data elements a static element and the same PDF form as shown in Figure 6 5 Figure 6 3 The result of the example 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 102 Template Management Figure 6 3 shows the result of passing a simple input print job to be processed by the ex ample template 6 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
115. efault 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 Figure 6 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 148 Template Management Figure 6 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 6 48 149 Template Management Figure 6 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 Fi
116. eferred method LPD IPP raw hotfolder or HTTP POST and verify that the document prints as expected 6 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 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 7 for more information 134 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 PdfPlus as the print data is received and the data is laid out according to th
117. emplate Management Figure 6 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 Template testl e Position Switch template Test data upload X Y test1 New Template Queue settings from OLINPUT ai Upload Test Data sai idth Wrap text Realtime Static Variable Forms Page 1 STIS Line spacing Available PDF forms Display Activate an existing PDF form Hidden example_invoice_wml_cont pdf 0 Wyl Depends on Activate Last page for or upload a new PDF form file Groups Upload Form File eli Vertical qrou 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 PdfPlus The PdfPlus will parse the file to determine if it can successfully overlay the document onto another Ifthe PDF form is correctly parsed by the PdfPlus a success message will read File uploaded successfully click on Activate to add this form to the current template Figure 6 30 Note An uploaded PDF form may be added any number of times to any template on the PdfPlus Figure 6 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 wmlpdf does not support Linearized PDF files Realtime Static Data Var
118. ences a Ie eo A Eal Sa E a a 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 4 7 select System Settings gt Password 65 PdfPlus Configuration Figure 4 7
119. ent Figure 6 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 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 6 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 120 Template Management Figure 6
120. er 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 To save your changes click on the Update button Email settings To access the email settings controls Figure 4 5 select System Settings gt Email 63 PdfPlus Configuration Figure 4 5 Email settings Email Email Settings Enter a comma separated list of the email addresses to which reports and alerts should be sent Leave empty to disable emails C Main System Email Settings Recipient List comma separated email addresses leave blank to disable emails testi company com admini company cam 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 4 6 select System Settings gt Licences 64 PdfPlus Configuration Figure 4 6 Setting the licence key Lic
121. ext 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 6 7 Using structured input data 116 Template Management Figure 6 14 Overlay elements Variable Data tab initial empty view Realtime Static Variable Forms Variable data Add Manual Key Data groups Add Data Group Figure 6 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 6 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 117 Template Management Figure 6 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
122. frastructure is in use You can log in as admin for manual IP address configuration or as root for other system tasks 49 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 PdfPlus 2 3 IP address configuration By default the IP address of the PdfPlus 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 PdfPlus 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 PdfPlus 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 devic
123. fully 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 multiple queues in this box Share based input To print
124. gure 6 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 W width fields to specify each column using the add button 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 positionil 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 150 Template Management Figure 6 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 6 49 Sample output from the invoice template accounts wmidemo co uk
125. hereto search z Ready to Create Virtual Machine J Click Finish to create the virtual machine Then you can 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 32 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 PdfPlus has no graphical console and hence VMware tools is not used 31 Getting Started
126. his format Note To ensure that the PdfPlus 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 PdfPlus accepts 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 PdfPlus 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 PdfPlus 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 6 7 or by a user specified character such as a comma default or semi colon see Example 6 8
127. ia rat a E AAA TARE EATA 50 Console IP address configuration ssessessesseeersersessessessesseseerersessense 50 2 4 Accessing the PdfPlus user interface seeseesseessersessensessessessereesersessense 51 PORPIUS SEES araoa a E E A 51 3 Disaster recovery and backup procedures sccsscssecssccsccsscnsccsccsscsceeees 53 Be lie Back anner abelichneis rane alee a enareamhouneiantae eal teense hanes 53 Automated backup with WML s disaster recovery system sscceeceeeeeees 53 Static virtual machine backup procedure cssccsscsccnsecesccesccscescees 53 Database Dac kaps sparc ssitectettentatetn scene eds inal anata De eea incase 55 Making backups of PdfPlus system settings scccssccssceeeceeccaecensceneees 55 De Z AK CCOVELY lt peainnttiasauaarnewadaa uate caiasien Wea ali O EE tonal adi eabilen o tba Cena ea Deere DEN aee 55 4 PdtPlus Conficurationy ssec orein eae EE E E A Et 57 A le Sy stent COMMOULALION eein e r A T A 57 Network Serto S eia E aati ea ceneituranees 57 System dateand TME zssirrno ii i E A 59 System timezone and locale iriserai EEE TEE 60 Si Stem lOp INS oeie a ea e E E ATAT 60 Email selno S uia N E AA 63 L CENCE KEY apreis reiko E AE E E aAa twatina ale css 64 System pass Word Scio eoi i a E E a aa 65 SVS ENESCU O Soire a E A A 66 PONE oiean ane hae tnobatoahe et aunenhotananeat eats ahaha 68 ST atu Salad orol e sactedae tartare EE EET A E E 69 5 QUEUE Management sisi
128. iable Data Forms Page 1 c x T lon W B Uk pz If the PdfPlus encounters a known problem with your PDF form it will respond with an error message describing the problem Figure 6 31 In this case please contact support with details of the problem Figure 6 32 Checking the template page m Test data upload L ms Pagel Al w Template Queue settings from O1INPUT 129 Template Management To activate your form first ensure you are on the page on which the PDF form should be applied See Figure 6 32 which shows the pages menu When you activate a form its first page will appear on the current template page Figure 6 33 Activating a form Realtime Static Data Variable Data Forms Available PDF forms Activate an existing PDF form 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 6 33 Press the Activate button The form should appear on the canvas as shown in Figure 6 34 Figure 6 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 P
129. iable 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 Symbol and Zapf Dingbats These are the basic built in fonts which are available in every PDF document 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 PdfPlus 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 T The snap to lines can be seen in Figure 6 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 th
130. ils about the structure of input data are de scribed in Chapter 6 Logic profiles are described in Chapter 7 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 5 9 84 Queue Management Figure 5 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 Underscore _ Deliver electronically M Suffix pdf Archive expiry 0 days Upd
131. ion 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 PdfPlus The pages menu In Figure 6 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 overlay elements on a dif 112 Template Management 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 e
132. ipped on the PdfPlus 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 Ifan individual PPD file is uploaded it will be stored and added to the make model menus and set as the current PPD 90 Queue Management 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 PPD files The PdfPlus 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 5 13 Queue configuration Driver Options tab Print Platform Queues Queue
133. l 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 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 PdfPlus will accept incoming data in Jetforms format For more information please contact WML 141 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 y
134. le 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 167 Print Reports Figure 9 3 Viewing a report f 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 9 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 p
135. les 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 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 7 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 7 1 Figure 7 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 7 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 7 3 157 Logic Profiles Figure 7 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
136. lex 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 9 2 Example 9 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 Print Device NOLO Jop TL28 vg de go org ep ey Oy ZOO F LOS 2 IA 2oN Ie eo 00S Aa oe eo 166 Print Reports 9 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 9 2 Figure 9 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 Availab
137. lus rather than via the underlying server 54 Disaster recovery and backup procedures Use scp to copy all files from etc persistent on the PdfPlus to your local backup location Use port 22 or 7522 VMware virtual machines If you are running your PdfPlus on a VMware infrastructure please make use of the tools provided by VMware to make backups of your PdfPlus 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 PdfPlus Making backups of PdfPlus system settings The PdfPlus web user interface provides a method for saving configuration files such as 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 PdfPlus system set tings Warning This method does NOT allow you t
138. ly sending them a copy of the problem PDF 122 Template Management Figure 6 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 innovtech 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 6 23 123 Template Management Figure 6 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
139. m logging controls allow you to choose whether or not to permanently store sys tem log messages As well as being useful for diagnosing problems system reports are If left unconfigured the PdfPlus 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 Messages may also be stored to a network share or local drive on Server based and Virtualized systems 60 PdfPlus Configuration Figure 4 4 System logging System Log i 4 a 2 F z Lol LAG GIT I fl View internal system log System Settings gt Status Control O Send syslog messages to 192 0 0 1 port 514 protocol Receive network syslog messages on port 514 protocol upp S Generate reports from syslog must store log messages below 7 Cl Email reports daily View full system logs File Manager gt Log Files Cl 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
140. may render differently from the originally printed version For accurate re printing of jobs the job archiving and re print feature should be used File Manager gt Archive Files 5 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 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 99 Queue Management 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 PdfPlus s internal format PDF 100 Chapter 6 Template Management 6 1
141. me 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 standard 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 6 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 147 Template Management by several variable data elements which need to be displayed together as rows in the body of the table Figure 6 46 Example invoice template Invoice sample Realtime Static Varia
142. n a separate folder and then copy the completed file into the PdfPlus input share or have your application create each file with a spl suffix meaning SPooLing The PdfPlus 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 PdfPlus erases the file from the network share For this reason the net work 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 PdfPlus 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 Linux Unix from the Share Type drop down Enter the path to the NFS share in
143. n 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 tion 6 8 121 Template Management Forms Figure 6 21 shows the PDF forms tab This interface has a menu to select and activate PDF forms which have already been uploaded to the PdfPlus 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 tem plate Figure 6 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 PdfPlus must first be uploaded to the appli ance Click on Upload Form File and browse to your PDF The file will be uploaded to the PdfPlus 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 ideal
144. n to apply the uploaded 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 4 9 select System Settings gt Firmware Figure 4 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 cli
145. ndered 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 171 Kyocera Prescribe Emulation Figure 10 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 10 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 specification where possible
146. nly for the data Make the request to http your PdfPlus net sendfile cgi An XML formatted response 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 PdfPlus wml localnet on behalf of the user Bob curl Xx 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 PdfPlus 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 describe what went wrong In addition to the success and e
147. nting 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 Writer Type PDFCreator Location PDFCreator Comment eDoc Printer C Print to file Print range Copies All pages Number of copies 1 O Pages SA D a3 M 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 6 26 see www pdfforge org pdfcreator for a download Note The PDF specification is very broad and the PdfPlus does not support every fea ture If you have trouble during testing of your PDF forms please contact sup port via your vendor Create and name a new template Figure 6 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 PdfPlus the template manager will be empty with just a link to the template list page Figure 6 27
148. ntrollers Leave the default LSI Logic Recommended checked Figure 2 27 Selecting a hard disk for the virtual 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 28 Getting Started In the next window Figure 2 27 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
149. nts have been added at the bottom of the page to display the current page number Figure 6 45 shows the result of processing an input file for which the main text of the letter overflows onto the continuation page using 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 146 Template Management Figure 6 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 realti
150. o backup archived documents database con tent used for Document Content Control Electronic Document Delivery and audit report systems or Archive Manager configuration 3 2 Recovery The method for recovering a PdfPlus following a failure of the hardware platform will de pend 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 11 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 PdfPlus it will be necessary to have WML supply a pre configured server running Ubuntu Linux with KVM onto which the virtual machine back ups can be restored 55 Disaster recovery and backup procedures Note The standard WML software maintenance contract will cover the work required to restore 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 PdfPlus web user interface 56 Chapter 4 PdfPlus Configuration This chapter covers the steps necessary to configur
151. o 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 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 143 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 6 42 shows the result of processing an input data file con
152. oaded to the PdfPlus 96 Queue Management Figure 5 24 Selecting a printer make KONICA MINOLTA Raw TallyGenicam Tektronix WillamMatthew Xerox Figure 5 24 Choose the printer make from the drop down menu In this example we re selecting an HP printer Figure 5 25 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 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 Figure 5 25 Choose the printer model from the second drop down menu which will now contain all the HP printers for which which the PdfPlus has an installed PPD file Here an HP 2500c is selected 97 Queue Management Figure 5 26 Comitting the changes Figure 5 26 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 Figure 5 27 Configuring PPD options Profiles Archiving Failover PPD Driver Kyo PPO Options General Media Size Letter 8 5x11in E3 Double Sided Printing Off ES Media Source Media Type Plain Paper Print Quality Normal Color Installable Options
153. ocol 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 169 170 Chapter 10 Kyocera Prescribe Emulation The Prescribe emulation is offered as an optional module for PdfPlus 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 PdfPlus 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 data was previously being re
154. ost 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 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 16
155. our 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_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 6 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 c
156. output when the last continuation page has been reached If there are no continuation pages the elements will be output on the original page 153 Template Management Figure 6 52 Continuation template page for the invoice Figure 6 53 shows the result of processing a data file for a longer invoice which runs on to a second page 154 Template Management Figure 6 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 155 156 Chapter 7 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 ru
157. plate or incoming print job Figure 6 5 The logo seen here is a PDF form element applied from an uploaded PDF file Pagel jefe iL Innovative Technology 6 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 PdfPlus Over lay templates can be created on one PdfPlus and then exported and copied onto other Pdf Pluss either individually using the Template Manager or as a group using the facilities for backing up the PdfPlus 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 5 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 7 6 4 Overlay template list To create the first overlay
158. pliances 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 11 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 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
159. pplied to out going 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 PdfPlus 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 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 PdfPlus 93 Queue Management Queue info The queue info tab Figure 5 15 displays a summary of queue and printer details for the current queue Figure 5 15 Queue configuration Queue Info tab Logout Queue onfig 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
160. r creating the VM The last window shows a summary of the settings chosen for your new virtual machine Figure 2 49 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 50 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 Pdf Plus 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 PdfPlus has no graphical console and hence VMware tools is not used 48 Figure 2 50 The new appliance summary tab Getting Started File Edit View Inventory Administration Plug ins Help ao 8 a i A Home p sh Inventory p Ep Inventory gt S0 amp BP Sh p a E 192 168 0 158 datagateway 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 Consumed Host CPU Consumed Host Memory Active Guest Memory Refresh Storage Usage Memory Overhead 101 12 MB Provisioned Storage 3 64 GB Not shared Storage 2 45 GB Used Storage 2 45 GB VMware Tools IP Addresses Not running Not installed Storage 2 Drive Type Capacity amp datastore1 Non
161. r 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 change in the number of available processors Figure 2 25 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
162. rastructure or on server hardware delivered and maintained by WML Virtual print appliances are al so 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 Tempest PdfPlus Figure 2 1 Tempest PdfPlus appliance and stand 11 Getting Started The Tempest PdfPlus includes the following components e Tempest appliance stand e power adaptor You will also need an ethernet cable to connect the unit to your network Figure 2 2 Rear panel of Tempest PdfPlus display connection network activity leds network power socket connection Rear panel Connect the box to your network by plugging an ethernet cable into the network port on the back of the unit Figure 2 2 Figure 2 3 Front panel of Tempest PdfPlus poweractivity led on off button Front panel Plug the power supply into the back of the unit Turn the PdfPlus on using the button on the front of the unit Figure 2 3 You should see the blue indicator light come on Setting up a Server based PdfPlus Important The exact choice of server equipment will vary depending on the expected workload for PdfPlus For this reason it s not possible to give a comprehensive setup guide for a Server bas
163. re than one VMware virtual machine version Specify the virtual storage machine version to 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 38 Getting Started Figure 2 40 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
164. rint 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 PdfPlus it is more natural to use HTTP POST which is the recommended request to use 78 Queue Management To print some data to the PdfPlus make an HTTP POST request with the following param eters in POST form use the application x www form urlencoded POST request type 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 necessary for most of the fields certai
165. rint 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 satisfied 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 133 Template Management Enter the Print Platform gt Queue Config page and switch to your new queue Figure 6 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 6 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 PdfPlus using your pr
166. rror 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 queue jobID The internal CUPS job ID for the success
167. rs and they must be unique within each i vCenter Server VM folder Guest Operating System CPUs VM folders 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 37 36 Getting Started Figure 2 38 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 aaa i Drive Type Capacity Provisioned Free Type Thin Prov 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 PdfPlus vmdk files In this example there is only a single datastore called datastore1 37 Getting Started Figure 2 39 Choosing the virtual machine hardware compatibility Virtual Machine Version Configuration Virtual Machine Version Name and Location This host or duster supports mo
168. rtualized virtual appliance is ready to use You can access the console of your virtual machines via the VMware Infrastructure Web Access interface Figure 2 16 shows a Windows desktop with two running Virtualized ap pliances a DataGateway and a PrePrint Figure 2 16 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
169. ru a Figure 5 18 Enter a description of the queue here which will help you administer the sys tem Figure 5 19 Configuring the output settings Add a new queue J x 9109 Ipd 2 passthru dja Figure 5 19 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 a common choice Figure 5 20 Adding the new queue Add a new queue dx 9109 lIpd S passthru v do Figure 5 20 Finally press the add button to create the queue Figure 5 21 The new queue is ready newQueue 00000 Status idle ro newQueue 9109 This is a demo queue Ipd 2 192 0 0 192 passthru FA te LI Enable to demonstrate ee T SF M Accept Jobs workflow V Shared Add a new queue 9112 Id passthru ols 95 Queue Management Figure 5 21 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 5 22 Enter the queue configuration for the new queue newQueue 00000 Status
170. ructured 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 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 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
171. run a file system check on the qcow2 file when the recovered PdfPlus boots up Although this is completed automatically on every PdfPlus 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 PdfPlus 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 PdfPlus 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 PdfPlus is using an attached logical disk by consulting System Settings gt Status Control gt Share mounts This will open a dialog containing a table 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 PdfP
172. s 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 PdfPlus 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 4 3 select System Settings gt Location Figure 4 3 Setting system timezone and locale Location Set your location and langquage locale here This will ensure that the system time is always displayed correctly 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 4 4 select System Settings gt System Log The syste
173. s vmubut Create Virtual Machine aes E VMWare Studio E Win2kK Pages Name and Location T B Win2K3 Name and Location Physical server E winxp_2 Suest Operating System Enter a descriptive name for your new virtual machine and specify the ou re using a server host with a i nat ae datastore where its configuration files will be saved processor or a significant amount of Memory and Processors ant to leverage your server Name wimlvpa preprint with production ready virtualization Hard Disl Properties Datastore Capacity Available standard 2056 53 GB 1319 56 GB Network Adapt Virtual Machine etwork Adapte i ual Machine to Inventory Properties astore Options D DVD Drive t Settings i a ual Machine Startup Shutdown Setting Network List loppy Drive roperties ISB Controller iv Task Target Status Triggered At Triggered by Completed At Power Off Virtual Machine VMWare Studio Success 01 16 12 1 00 02 PM seb 01 16 12 1 00 03 PM Power On Virtual Machine VMWare Studio Success 01 16 12 12 58 44 AM seb 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 4 Assign a name for your new appliance Here is has been called wmlvpa preprint Click Next Figure 2 5 Specifying the operating system for the guest appliance hl Create Virtual Machine Pages Guest Operating System Name and Location Guest
174. s Before backing up the 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 PdfPlus 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 butto
175. s Se cure Forms reveals a customer interface to the overlay template which allows the customer to enter their details into a graphical form using a tablet computer PdfPlus can masquerade as multiple printers by assuming an IP address for each printer Using this feature it is possible to use PdfPlus to replace a number of desktop printers with a single production printer requiring no change to the application which generates the print jobs Print jobs are output via a print driver to destination printers LPD IPP or raw protocols can be used Archiving of jobs in PDF format is possible PdfPlus has the versatility to help you to implement new print functionality or to make a change in printer hardware with minimal change to your existing software 10 Chapter 2 Getting Started In this chapter you will be guided through the initial set up for the WML PdfPlus PdfPlus is available in three platform configurations e Tempest PdfPlus is an appliance form factor device based on an AMD Geode LX processor e Server based PdfPlus is a Dell or Intel server appliance for situations where faster process ing or local hard disk storage is required Rack servers provide more network interfaces than the Tempest platform which can be a requirement in enterprise networks Virtualized PdfPlus is a VMware virtual machine image of the software Virtualized PdfPlus can be delivered as a pure image to install on the customer s own VMware inf
176. s w Size 512 MB Recommended Size 256 MB bi 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 occur above this size i le Processors N Select the number of processors carefully We do not recommend reconfiguring this value after installing the guest operating system a Count 1 This screen Figure 2 6 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 Getting Started Figure 2 7 Adding a hard disk to the virtual appliance S nvstuianec IUCAINUSL Create Virtual Machine Pages Hard Disk Name and Location Guest Operating System A virtual disk is a special type of file which will star
177. s 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 PdfPlus it makes extensive use of Javascript so client devices must conform to the minimum browser requirements 187 WML Secure Forms Figure 12 1 A template ready to be presented as a Secure Form Pagel 2 Y T W B Ot OK A Will SALES CONTRACT Name _name_ Ref No en T Pore _rererence _ _addr3_ Postcode _postcode_ Tel _telephone_ Mobile mobile Dremenet eal ihr Pham arimia ra bad ru Figure 12 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 12 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 PdfPlus system admin session you have Redirect your browser to http PdfPlus address formportal cgi You will see a login page as shown in Figure 12 2 The password is by default the same as for the
178. s ron noana E E O E E aE 71 5 1 Queue management interface essessessesseeseesreerrersessessessessesersersersens pl PINE USEMACHONS sortar enhueaies sie AT A aah eats aicteais T2 Pratadmini COM OMS esie a aA aba 73 E E E E EE E EE T EEE EN 75 5 7 Onee Con ora ON sereo eo e e E ENE TESNE TE 76 PAS OP UE cadence AA A A R 76 iii PdfPlus User Manual Overlay templates and logic profiles ccssccssccsscesccusccsccsccesceseeuees 83 AG CNIS serep eenn nines aruet arn antacie cman E E 84 Jill CoN E E a een A Cee Reet ae cy A over me Coe rere T 87 Alerts Queue MonilOnine rrenari a E O 87 PEDA VET gemein inei E A A A E A A 89 Driver OpPHUONS mr asra e EE A Ct aay one EEE A 91 OU UIE er a a a a a e A 92 Queue Nlo orenen ana aaa a a a S 94 5 3 Queue configuration Example workflow sssssessnssssessrsessrsessrsensrsessrses 94 S RITE e EEIE AET OE O ES AA E A E A E 99 SSe Plator setine S er E E E A E 99 Cups Control sieaa a ET auhd anus wateod 99 FAOVET weatetseaciedeadenadnisees i a a a a a a ee nstedcionattatay 99 Pdt eupsd Coni ores E E tee eee 100 Pdt Mme LY DES erein anera N E EE N E T 100 EGIL Mime CONVS nanii a an aie E R 100 6 Template Management 322 deduce ieena EE E e 101 6l Tr 00 Lei 0 4 eee Mn nar Pe E E 101 G2 Overlay elements cansson arn a a oalictar diet aad oameneeleetabinds 103 6 3 Overlay templates tia resecesciesdei bean A N 104 64 Overlay template list eacsahaceccr renr a a a aan
179. sion amp Configure the virtual machine s memory size Configuration m Memory Configuration 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 41 and Figure 2 42 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 proces
180. sors is not recommended by VMware but it can be done WML appliances will safely handle a change in the number of available processors 41 Getting Started Figure 2 43 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 NIC 1 vm Network Flexible M 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 cout ee In the Network window Figure 2 43 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 PdfPlus By default the NIC for the virtual machine will join the same network as the ESXi host 42 Getting Started Figure 2 44 Selecting the virtual I O controller type x SCSI Controller Virtual Machine Version 8 Which SCSI controller type would you like
181. st have 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 5 Queue Management Queue management is carried out in the Print Platform section of the PdfPlus user inter face 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 5 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 5 2 The first point of entry to the queue management interface is the print queues list
182. stem 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 5 12 89 Queue Management Figure 5 12 Queue configuration PPD Driver tab Queue Config Que eue confi gur ation for mainPrinter Switch to queue mainPrinter Frint status page Input Text Failover Alerts PPO Driver PPD Options Kyo Settings Output Dp D F i f yer Current PPD file is HP 910 hpcups 3 9 12 fy Oriver PPD Y Lrive Ax dal N Jodi Either choose a new PPO driver from the list or upload a new PPO file PPO files describe the options available on a particular printer Choose printer make HP gt Choose printer model HP 910 hpcups 3 Update or Add a PPD file or Browse package 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 sh
183. system admin interface i e blankdoc 188 WML Secure Forms Figure 12 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 12 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 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 Ne Every time an element is filled in the semi complete form is saved on the PdfPlus 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 189 WML Secure Forms Figure 12 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
184. 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 PdfPlus 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 PdfPlus 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 PdfPlus also has a unique feature which allows it to behave as if it were any number of printers on a network each using the same TCP port for raw printing The PdfPlus can be config
185. t 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 highlighting them and clicking on the up and down arrows or delete button You can also choose the
186. t 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 PdfPlus 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 a browser plugin to view PDF files the resulting file will appear in a new browser tab or window 125 Template Management Note If your browser blocks pop up windows then you will need to allow pop ups for the PdfPlus 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
187. t 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 disk to your virtual machine Use an Existing Virtual Disk d Choose this option to reuse or share a hard disk from another Vir Jetwork Adapter virtual machine u Don t Add a Hard Disk as 0 CD DVD Drive k et lie N df I In the next window Figure 2 7 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 8 Figure 2 8 Setting the hard disk properties Create Virtual Machine Pages Properties Name and Location Guest Operating System How much software and data should this hard disk be able to store oL dra Memory and Processors Location Browse an GB i m Capacity lt Hard Disk pore Properties Disk Mode N 7 lai Virtual Device Node i ua Pr rti ici Policies as Or VD ts tie ua Ne Flop C Pi t 17 Getting Started Figure 2 9 Selecting the WML Virtualized disk file B
188. taining 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 key list Figure 6 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 6 43 This entry is the continuation page for the data group a tem 144 Template Management plate page that can be set up to display data that overflows from the data group area on the
189. tastne ct nnrenne gutaedoaanaterdualereseupouecencgunieeotaniees 181 TU Ae STORER SCONTISUPALIONG eeren e a A EE ON 183 To Stored EMNE ann a a A a a A a a 184 11 6 Appliance Manager for Disaster Recovery ssesssssrsrssrsrsersesersessrsessrses 184 11 7 Appliance Manager Networking sssssssssessrsersrsersrsorseserseserseserseserses 185 1 WIL SECURE FOrMS cira E O 187 Vi About this manual This manual describes the use of WML PdfPlus software 1 Intended Audience This manual is aimed at IT administration staff who will be involved with maintaining and configuring the PdfPlus 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 PdfPlus Software please read the licence agreement care fully The right 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 PdfPlus The Licence is to be used without any time limit and may be subject to change 2 The Software may not be duplica
190. te for the queue select the Profiles tab Figure 5 8 83 Queue Management Figure 5 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 the template selected here will be applied Configuration of overlay templates and deta
191. ted 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 appli cation provided by the software to constitute a breach of software licence and may in stigate legal proceedings to protect the copyright of the PdfPlus software and William 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 Softwar
192. template or to view a list of templates select the menu item Data gt Template List Figure 6 6 shows an example of the template list It is a table 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 104 Template Management Note The meaning of document basis will be described later Figure 6 6 The overlay template list Will Logout Profile List The table below lists the overlay profiles available Profile Name Document Basis Number of elements Action Formatted Text Input print document with 1 page 8 fy Qt f X CSV Demo 2 Manual number of pages with 6 pages 24 A h D T f X PDFPlus Demo Input print document with 1 page Gy et f X Advert Demo Input print document with 1 page 2 Gy te et J X CSV Demo Input print document with 3 pages 48 Gy te qt J X Prescribe Demo Input print document with 1 page Gy qt J X Enter tag Terms and Conditions 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 a
193. 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 132 Template Management 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 6 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 PdfPlus it will be processed through the cur rent 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 win dow Figure 6 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 6 39 shows the input p
194. th 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 183 Appliance Manager The Action column provides update and delete buttons to update changes to the ID or De scription or to delete the entry 11 5 Stored firmware Figure 11 9 Upload firmware upgrade files here ready to be pushed out to managed appliances Logout 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 wmlpp pplus kvm sata tree5 Uploaded firmware wmipp pplus kvm sata PD x 2011 01 06 tree5 20110106_1432 img wd Upload firmware This page Figure 11 8 provides
195. 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 PdfPluss operate as virtual machines Serv er based systems are provided running on a pre configured Ubuntu Linux serv er which provides a Linux KVM infrastructure for running the PdfPlus virtual machines Linux KVM virtual machines If you have a Server based PdfPlus or you have implemented PdfPlus on your own KVM infrastructure you will be running a KVM based system If you are running PdfPlus on your own KVM infrastructure please make regular backups of the PdfPlus qcow2 disk files and of any files stored in a logical volume which is attached to the PdfPlus virtual machine Note It is not necessary to shut down the PdfPlus while copying the qcow2 disk files but it is advisable If the PdfPlus is not shutdown when the backup is made it will be necessary to
196. the VMware Workstation user interface File Edit View VM Tabs Help gt alb ga Belo Library Home x Q Type here to search l My Computer stead 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 18 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 18 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 Typic
197. 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 necessary enter your network username and password in the fields Network user n
198. tiple 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 PdfPlus 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 5 5 Figure 5 5 The classes list Class name Input Port Info Member Queues Action Select LJ group 0
199. to use Configuration SCSI controller Name and Location Storage BusLogic Parallel Virtual Machine Version Guest Operating System CPUs LSI Logic SAS VMware Paravirtual Network SCSI Controller Select a Disk Ready to Complete LSI Logic Parallel lt k Figure 2 44 shows a screen allowing a choice of virtual SCSI disk controllers Leave the de fault LSI Logic Parallel checked 43 Getting Started Figure 2 45 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 Rawr 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 45 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
200. trol module see 7 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 number 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 6 3 Example 6 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 6 4 shows the document wide key value directly within the Job element Exam ple 6 4 is exactly equivalent to Example 6 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 136 Template Management Example 6 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
201. ured with a number of IP address aliases Any queue can then be instructed to listen only on a particular IP address ignoring input to other IP addresses 76 Queue Management Select the Input tab Figure 5 7 to configure the input data options for the queue Figure 5 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 vellum 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 Input share path m
202. very other page the logo will be printed 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 shown 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 cal 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 113 Template Management 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 var

PdfPlus User Manual

Contents

Download Pdf Manuals

Related Search

Related Contents