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Configure the workflow for automation templates

Introduction

For repetitive jobs it is possible to select one or more templates with pre-defined settings. They will prepare a job using PRISMAprepare in the background. These templates are called automation templates. They can be applied manually or automatically. The benefits of the automation templates are:

  • Saving time and minimizing errors as the layout is standardized and preparation is done in the background.

  • Consistent layout in a multiple operator environment.

This topic describes the complete configuration of the workflow for automation templates.

  1. You have to prepare the PRISMAdirect server:

    1. Install PRISMAprepare on the PRISMAdirect server

      You can create and maintain the automation templates in PRISMAprepare.

    2. Install the PRISMAdirect Web Bootstrap on the PRISMAdirect server

      The PRISMAdirect Web Bootstrap synchronizes the automation templates in PRISMAprepare with PRISMAdirect.

    Now, you can start using the automation templates in PRISMAdirect.

  2. You have to allow the use of automation templates in the [Configuration] workspace:

    1. Allow using automation templates in PRISMAdirect

      Firstly, you have to allow using automation templates in PRISMAdirect. Then, the automation templates become available in the [Order processing] console and in the [Product and order editor] workspace.

      • [Order processing] console

        The operator can apply automation templates manually to jobs.

      • [Product and order editor] workspace

        You can assign one or more templates to a product. Each job is created using a product. The automation templates assigned to the product will be applied automatically when the job arrives on the server.

    2. Configure the port for the [Print Prepare Manager service]

      The automation templates functionality is available in the PRISMA Core. The PRISMA Core is installed on the server. Therefore, applying the automation templates is executed on the server. The Order processing console connects to the PRISMAdirect server via the port for the Print Prepare Manager service.

    3. Manage the automation templates

      You can manage the automation templates available for PRISMAdirect.

  3. You have to configure the products in the [Product and order editor] workspace:

    1. Assign automation templates to one or more products

      You can assign one or more templates to a product. Each job is created using a product. The automation templates assigned to the product will be applied automatically when the job arrives on the server.

Install PRISMAprepare on the PRISMAdirect server

  1. Install PRISMAprepare on the server

    You need a license to run PRISMAprepare.

  2. Create and maintain the automation templates in PRISMAprepare.

Install the PRISMAdirect Web Bootstrap on the PRISMAdirect server

  1. Click [System] - [Downloads].

  2. Download and install the PRISMAdirect Web Bootstrap.

    The PRISMAdirect Web Bootstrap synchronizes the automation templates in PRISMAprepare with PRISMAdirect.

Manage the automation templates

Click [Order processing] - [Manage automation templates] to manage the automation templates for PRISMAdirect.

Allow using automation templates in PRISMAdirect

  1. Click [Order processing] - [Workflow configuration] - [General settings] - [Other settings].

  2. Enable the [Automation templates] option.

    You have allowed using automation templates in PRISMAdirect. Now, the automation templates become available in the [Order processing] console and in the [Product and order editor] workspace.

Configure the port for the [Print Prepare Manager service]

  1. Click [System] - [Services settings] - [Print Prepare Manager service].

  2. Define the port for the Print Prepare Manager service. The default port number is 54000.

    Check that the port is available on the PRISMAdirect server.

  3. Click [Save].

Assign automation templates to one or more products

You can assign one or more automation templates to a product. Each job is created using a product. The automation templates assigned to the product will be applied automatically when the job arrives on the server.

  1. Open the [Product and order editor] and click [Products].

  2. Select a product for which you want to use automation templates.

  3. Click the pane [Detailed product settings].

  4. Select the [Print room] view and expand section [Automation templates].

  5. Drag and drop available automation templates to the active automation templates. You can activate more than one automation template per product. Drag each automation template up or down to put them in the correct order.

    • The application of a template can fail. For example, the automation template can only be applied to the job partially. In this case, an error is reported in the [Order processing] console on job level in section [Automation templates]. However, no errors are reported to the print room operator when you enable option [Ignore errors].

  6. Click [Update].

  7. Repeat this procedure for all products for which you want to use automation templates.

  8. Click the [Publish] icon in the tab of workspace [Product and order editor] or [Web shop editor].

    Publishing the changes to the PRISMAdirect server could take some time. The status bar indicates the progress.