Océ Engineering Exec. Doc Exec Pro and Electronic Job Ticket for the Web

Transcription

1 Océ Engineering Exec Doc Exec Pro and Electronic Job Ticket for the Web

2 Océ-Technologies B.V. Copyright 2004, Océ-Technologies B.V. Venlo, The Netherlands All rights reserved. No part of this work may be reproduced, copied, adapted, or transmitted in any form or by any means without written permission from Océ. Océ-Technologies B.V. makes no representation or warranties with respect to the contents hereof and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose. Further, Océ-Technologies B.V. reserves the right to revise this publication and to make changes from time to time in the content hereof without obligation to notify any person of such revision or changes. Edition 3 US

3 Table of Contents Chapter 1 Chapter 2 Chapter 3 Introduction About the Web Client 8 Browser and Server Requirements 9 License Requirements 10 The Basics Getting Started 12 How to logon to the Web Client 13 Language Selection 15 User Interface Structure 16 How to log off the Web Client 20 Folders Web Page Folders web page 22 How to navigate the folder structure 26 How to work with the links of the Folders title bar 27 How to change the display of the Documents list 30 Folders Select menu 32 How to add items to a print job 34 How to view documents from the Folders page 35 How to export documents from the Folders page 37 How to view document properties from the Folders page 39 Document Properties window 40 How to edit document properties from the Folders page 41 Document Comments Window 43 How to view and add document comments 44 How to view folder properties from the Folders page 46 Folder Properties window 48 Table of Contents 3

4 Chapter 4 Chapter 5 Vault Search Web Page Vault Search web page 50 How to work with the links of the Vault Search title bar 53 Class Search page 54 How to find documents with a class search 56 Predefined Searches and Views page 58 How to find documents with predefined searches 61 How to use views 63 Vault Search Select menu 64 How to add documents to print jobs 66 How to view documents from the Vault Search page 67 How to export documents from the Vault Search page 69 How to view document properties from the Vault Search page 71 Document Properties window 72 How to edit document properties from the Vault Search page 73 Document Comments Window 75 How to view and add document comments 76 Check In / Check Out 78 Overview of Check In / Check Out 78 How to Check Out documents 81 Check Out 84 How to view an image from Check Out 86 How to check in documents 87 Check In 90 How to Undo the Check Out of documents 93 Undo Check Out 95 How to view comments from Check In / Check Out 96 Job Ticket Web Page Job Ticket web page 98 How to prepare and submit a print job 101 Job Ticket - Documents page 102 How to create and submit print jobs 105 Job Ticket - Documents Select menu 107 How to remove items from a print job 108 How to view documents and files from the Job Ticket page 109 How to view document properties from the Job Ticket page 111 Document Properties window 112 How to edit document properties from the Job Ticket page 113 Document Comments Window 115 How to view and add document comments 116 How to view folder properties from the Job Ticket page Océ Engineering Exec Web Client

5 Folder Properties window 120 Recipients 121 Job Ticket - Recipients page 121 How to add recipients to print jobs 123 How to set the recipient print options 124 The Pickup queue 125 How to modify recipient formatting options 126 Recipient Formatting options 127 Recipient Formatting - Formatting page 128 Recipient Formatting - Finishing page 131 Recipient Formatting - Margins page 137 Recipient Formatting - Stamps page 138 Recipient Formatting - Watermarks page 143 Recipient Formatting - Edges page 148 How to remove recipients from print jobs 150 Job Formatting 151 Job Ticket - Job Formatting page 151 How to set formatting for print jobs 152 Job Formatting - Formatting page 153 Job Formatting - Finishing page 157 Job Formatting - Margins page 163 Job Formatting - Stamps page 164 Job Formatting - Watermarks page 169 Job Formatting - Edges page 174 Job Settings 176 Job Ticket - Job Settings page 176 Job Confirmation 179 Job Ticket Confirmation page 179 How to view and print the job information 181 Recipient Information confirmation 183 How to view and print the recipient information 185 How to view and print the document information 187 How to exit the Job Ticket Confirmation page 189 Chapter 6 Job Status Web Page Job Status web page 192 How to change the view of the Job Status page 194 Print Status details 195 How to view the recipient details 197 Recipient details 199 How to view document details and images 200 Document details 202 How to refresh the Job Status page 203 Table of Contents 5

6 Chapter 7 Chapter 8 User Setting Web Page User Settings web page 206 Default Document Searching 208 Default Destination 209 Default Ticket Information 210 Default Formatting Information 211 Administration Web Page Administration web page 214 Audit Rules 216 System Information 218 Image Processing 220 Thumbnail Image Processing 222 Scale Image Processing 224 Full Image Processing 226 PDF Image Processing 228 Navigation Rules Océ Engineering Exec Web Client

7 Océ Engineering Exec User Manual Chapter 1 Introduction 7

8 About the Web Client Introduction Chapter 1 provides the following information. Product information Browser requirements License requirements About Océ Web clients This manual refers to the Web product as Océ Engineering Exec Web Client. The title of your web client is 'Electronic Job Ticket for the Web' or 'Doc Exec Pro for the Web'. The users who operate in a non-windows environment cannot access the document management and print capabilities available in the Océ system with a standard installation of the client software. Océ Engineering Exec provides these capabilities to the users in a non-windows environment. User Manual provides the following over the Intranet. Search functions View functions Export functions Print job creation and submission tools Note: The licenses that are assigned to the web server control the title of the web client. For the purposes of this manual, the title Océ Engineering Exec Web Client refers to all web clients. 8 Océ Engineering Exec Web Client

9 Browser and Server Requirements Introduction Before you begin, you must install your system according to all browser requirements described below and you must configure your network settings. MIcrosoft Internet Explorer 5.5 or higher Cookies enabled Java script enabled Server PC requirements The server must be a dedicated Windows 2000 Server with service pack 4 or Windows 2003 Server, Web Edition and registered with the network domain. The following applications are required on the server PC. Internet Information Server Configuration, Internet Service Manager 4.0 and World Wide Web Service MS Front Page Server Extensions Paging File configured with an initial size of 256 MB, 512 MB or more maximum MDAC 2.8, supplied with the Océ Engineering Exec setup MS Management Console Windows Scripting Host Note: The amount of memory in the PC, the processor speed and network speed can affect the performance of the system. Introduction 9

10 License Requirements Introduction The licenses assigned to the web server and the permissions of the user control the web pages and the functions you access from the web client. Doc Exec web server license only When a Doc Exec web server license is assigned to the web server, the web application title is 'Doc Exec Pro for the Web'. The default web page is the 'Folders' web page. Electronic Job Ticket web server license When only an Electronic Job Ticket web server license is assigned to the web server, the web application title is 'Electronic Job Ticket for the Web'. The default web page is the 'Vault Search' web page. Print Exec Pro server license When a Print Exec Pro server license is assigned to the web server, the 'Add to Job' function is activated and the 'Job Ticket' and 'Job Status' pages are available. Doc Exec Pro server license When a Doc Exec Pro server license is assigned to the web server, the 'Vault Search' page is activated. 10 Océ Engineering Exec Web Client

11 Océ Engineering Exec User Manual Chapter 2 The Basics 11

12 Getting Started Introduction Chapter 2 provides the following information. The log on and log off procedures Language selection The user interface structure Getting Started You logon to the Océ Engineering Exec Web Client after you complete a successful installation of the web server. After you logon to the web application, you can take advantage of the document management and print capabilities. The chapters of this manual describe the capabilities and the procedures required to use the functions of the web clients. 12 Océ Engineering Exec Web Client

13 How to logon to the Web Client Introduction The type of licenses assigned to the web server controls the title displayed on the logon page. Illustration [1] Example of a Web Client login page [1] Example of a Web Client login page The Basics 13

14 Logon to Doc Exec Pro for the Web 1. Browse to the Default.asp page found in the directory indicated during the Océ Engineering Exec installation. 2. Click 'Deutsch', 'Espanol', 'Francais', 'Italiano', 'Japanese', 'Nederlands', 'Svenska', 'UK English' or 'US English' to select a language. Note: If you are on a Japanese system, you see the Japanese and US English language options. Otherwise, you see all the language options except Japanese. 3. Enter your user name in the 'User Name' field. 4. Enter your password in the 'Password' field. 5. Select either 'Inches' or 'Millimeters' from the 'Units' section. 6. Click the 'Login' button. 14 Océ Engineering Exec Web Client

15 Language Selection Introduction Océ Engineering Exec Web Client is completely internationalized, which enables you to run all the components of the application in the language you select. When a language is selected, a cookie is written to the browser. The next time you logon to the web application, the following items are used. The last language you selected Your user name The unit selection Cookie A cookie is a piece of data that the web server stores on your machine. The Basics 15

16 User Interface Structure Introduction The web application contains six main web pages. The name of the web pages display below the web application name of the current web page. Note: The pages and links you access depend on the licenses assigned to the web server and the user permissions. You do not have all the web pages displayed in this manual unless you have the correct licenses and permissions. Note: The term, document, refers to an image saved in the vault. Files are the images that are saved on a local or network drive. Files are not saved in the vault Illustration [2] Example of an initial web page after logon [2] Example of an initial web page after logon 16 Océ Engineering Exec Web Client

17 Folders A user can do the following from the 'Folders' web page. Add documents and folders to a print job Look at the documents as full size images and as scalable images Export the documents from the vault Look at and edit the document properties Look at and add document comments Look at the folder properties Vault Search A user can do the following from the 'Vault Search' web page. Search for the documents by class Search for the documents with predefined searches and views Add the documents to a print job Look at the documents as full size images and as scalable images Export the documents from the vault Look at and edit the document properties Look at and add document comments Check in and check out documents from the vault Undo a check out Job Ticket The user can do the following from the 'Job Ticket' web page. Give the print job a name and add notes to a print job Add files to a print job Define the settings for all documents and files in a print job Add the recipients to a print job Define the setting for each recipient of a print job Remove the files, documents and folders from a print job Reset a print job Submit a print job Look at the documents and the files in a print job as full size images and as scalable images Look at and edit the properties of the documents in a print job Look at and add document comments Look at the properties of folders in a print job Look at and print the job confirmation after a job is submitted The Basics 17

18 Job Status page The 'Job Status' page displays a list of the submitted print jobs and the status of each print job. When the user logged on to the web application is an administrator, the 'Job Status' page displays all print jobs in the system. When the user is not an administrator, only the jobs submitted by the user display. Note: The jobs that are archived or purged do not appear on the 'Job Status' page The user can do the following from the 'Job Status' web page. Look at the status of submitted print jobs See a list of the documents, files and recipients contained in a submitted print job Look at the details of the recipients of a submitted print job Look at the details and the status of the documents and the files in a submitted print job Look at the documents and the files in a submitted print job as full size images and as scalable images User Settings page The users set the following preferences for the web client from the 'User Settings' web page. 'Document Searching' 'Destination' 'Ticket Information' 'Formatting Information' Administration An administrator can set the following rules from the 'Administration' web page. Web auditing rules System information Processing rules to look at images from the web client Web client navigation Help 'Help' provides the on-line help for the web application. 18 Océ Engineering Exec Web Client

19 Exit 'Exit' closes the web application and returns the user to the logon web page. Contact Us 'Contact Us' allows the user to send feedback to an account assigned by the system administrator. The contact us option is set from the 'Administration' web page. The Basics 19

20 How to log off the Web Client Log off Doc Exec Pro for the Web 1. At any time during your session, you can log off the application. 2. Click 'Exit'. When you close with this method, the concurrent license you were using becomes available to another user. 20 Océ Engineering Exec Web Client

21 Océ Engineering Exec User Manual Chapter 3 Folders Web Page 21

22 Folders web page Introduction Chapter 3 provides the following information. The structure of the 'Folders' page How to navigate the 'Folders' page How to work with documents from the 'Folders' page When a Doc Exec Web Server license is assigned, the 'Folders' page displays at logon. Access to documents and other product features in Océ Engineering Exec Web Client is done through the folder structure of the application. In the Windows client application, users can develop the folders with subfolders. There are two scopes for subfolders, user and world. A user folder contains the objects organized by each users. When a user logs on Océ Engineering Exec Web Client, the user only sees the folders that the user created in the Windows client. An administrator creates a world folder. All Océ Engineering Exec Web Client users see the world folders. Illustration [3] Folders page [3] Folders page 22 Océ Engineering Exec Web Client

23 Folders A user can do the following from the 'Folders' web page. Add documents and folders to a print job Look at the documents as full size images and as scalable images Export the documents from the vault Look at and edit the document properties Look at and add document comments Look at the folder properties Documents list The 'Documents' list of the 'Folders' page displays all documents contained in a selected folder. At logon, the 'Documents' list defaults to the 'Documents' root folder. Each folder displays as a link. Check box A check box displays to the left of folders and documents. Select the check box for an object to do an action with the object. Object Type An icon displays for each item in the 'Documents' list. An open yellow folder is a root folder with a user scope. An open yellow folder with a globe is a folder with a world scope. An open blue folder is a dynamic folder. A piece of paper is a document. Folders Web Page 23

24 Status boxes The three small boxes that display for a document show the revision status, document status and image status for the document. The first box displays the Revision Status. The second box displays the Change Status. The right box displays the Image Status. The following table describes the status values. [1] Color Status Color Status Value White The current revision of the document The document does not contain status information The document has an image. Red Revision Status The document is an older revision of the document. Blue Change Status The document has information in the 'Object Change Status'. Green Image Status There is no image attached to the object, but the object has attributes. [1] Color Status 24 Océ Engineering Exec Web Client

25 Checked Out documents A document icon displays for each document. The icon represents the 'Check Out' status. The following table describes each icon. [2] Check Out status icons Component Function A document icon with a green check mark displays for a document that is checked out of the Océ Engineering Exec vault and all processes associated with the check out completed successfully. In a centralized system, a document icon with a yellow check mark displays for a document that is checked out of the Océ Engineering Exec vault and has a pending check in approval status in 'Advanced Import and Index'. A document icon with a red check mark displays for a document that is checked out of the Océ Engineering Exec vault and the file conversion process failed. [2] Check Out status icons Thumbnail Image When you look at the page with thumbnails, a thumbnail image displays in the row for the document. Internal Name The internal name of the folder or document displays for all objects in the 'Documents' list. Folders Web Page 25

26 How to navigate the folder structure Introduction The 'Documents' list of the 'Folders' page displays all documents contained in a selected folder. At login, the 'Documents' list defaults to the 'Documents' root folder. Each folder displays as a link. Navigate the folder structure 1. Click the folder link in the 'Documents' list. The contents of the folder display in the 'Documents' list. [4] Documents list of the Folders page [4] Documents list of the Folders page Above the 'Documents' list, the navigation path of the folders displays. [5] Navigation path of the Folders page [5] Navigation path of the Folders page Each folder name is a link to the folder. 2. To return to a folder, click the folder link in the navigation path. 26 Océ Engineering Exec Web Client

27 How to work with the links of the Folders title bar Introduction The title bar of the 'Folders' page provides the links to refresh the web page contents, search the folder contents and change how the 'Documents' list displays. A user can search for a document from the 'Folders' page and display the contents of the folder that contains the document in the 'Documents' list. Illustration [6] Folders page title bar [6] Folders page title bar Folders Web Page 27

28 Refresh the contents of the Folders page 1. To refresh the contents of the 'Folders' page, click the 'Folder Refresh' link. The 'Documents' list refreshes and the most current contents of the 'Documents' folder display. Search a folder for documents and subfolders 1. Click the 'Folder Search' link. The 'Folder Search' window displays. [7] Folders Search window [7] Folders Search window 28 Océ Engineering Exec Web Client

29 2. Enter the folder name in the 'Folder Name' field or the document name in the 'Document Name' field. 3. Click the 'Search' button. The search results display in the right pane of the 'Folder Search' window. [8] Folder Search results [8] Folder Search results 4. If you require the contents of the folder to display in the 'Documents' list of the 'Folders' page, click on a folder or document in the 'Folder Search' window. 5. Click the 'Close' button to return to the 'Folders' page. Folders Web Page 29

30 How to change the display of the Documents list Introduction The users can select to see thumbnail images of the documents in the 'Documents' list. View thumbnails 1. To see thumbnails in the 'Documents' list, click the 'View Thumbnails' link. [9] View Thumbnails [9] View Thumbnails 30 Océ Engineering Exec Web Client

31 2. To see the documents as a list with no thumbnails, click the 'List View' link. [10] List View [10] List View Folders Web Page 31

32 Folders Select menu Introduction The 'Folders' page displays the 'Select' menu at all times. Illustration [11] Select Menu of the Folders page [11] Select Menu of the Folders page Folders Select menu The 'Select' menu on the 'Folders' page allows the user to do the following. Add documents and folders to a print job Look at the documents in the vault Export the documents from the vault Look at the document and folder properties Look at and add document comments Edit the properties of documents. From the 'Documents' list of the 'Folders' page, you can move to a folder that contains documents or folders and do the above actions. 32 Océ Engineering Exec Web Client

33 The Select menu The 'Select' menu is available from most web pages. The functions of the menu change according to the actions of the user and which web page displays the menu. Folders Web Page 33

34 How to add items to a print job Introduction Users can add documents and the contents of a document folder to a print job from the 'Folders' page. Add items to a print job 1. From the 'Documents' list, click on the folder links to move to the folder that contains the items to add to the print job. 2. Click the check box to the left of the item or items. You can select any combination of one or more documents and folders. To select all items in the current folder, click the check box to the left of the 'Select' menu. 3. Click the 'Select' menu. 4. Select 'Add Items to Print Job'. A confirmation question displays. [12] Add items confirmation [12] Add items confirmation 5. Select the 'OK' button to add the items to the print job. Note: After the items are added to the print job, you can look at the print job on the 'Job Ticket' page. 34 Océ Engineering Exec Web Client

35 How to view documents from the Folders page Introduction From the 'Documents' list of the 'Folders' page, a user can look at the documents in the vault as scalable images and full size images. The system administrator sets the view options from the 'Administration' page. View an image as a scalable image 1. Click the check box to the left of the items to view. You can select one or more items. Click the check box to the left of the 'Select' menu to select all items in the list. 2. Click the 'Select' menu. 3. Select 'View document as scalable image'. The 'Document View' window displays. [13] Document View window [13] Document View window 4. Select an item in the left pane of the 'Document View' window to see the image in the right pane. 5. Use the 'Fit to Window', 'Reduce', 'Magnify' and 'One to One' buttons to change the image view. 6. When you finish, select 'Close'. Folders Web Page 35

36 View an image full size 1. Click the check box to the left of the items to view. You can select one or more items. Click the check box to the left of the 'Select' menu to select all items in the list. 2. Click the 'Select' menu. 3. Select 'View document full size'. The 'Document View' window displays. 4. Select an item in the left pane of the 'Document View' window to see the image in the right pane. 5. Use the 'Fit to Window', 'Reduce', 'Magnify' and 'One to One' buttons to change the image view. 6. When you finish, select 'Close'. 36 Océ Engineering Exec Web Client

37 How to export documents from the Folders page Introduction When you have the correct security permissions, you can export a document stored in the Océ Engineering Exec vault. When you export a document, you move a copy of the image file from the vault to a location you select. This feature enables you to use an image outside of the vault. Note: The documents are exported in their native format. The name that was used to archive the document is the name that is used when it is exported. Exported Documents When you export a checked out document with the 'Export' feature, the document exports as follows. If you are the user who checked out the document or you have administrative permission, you receive a copy of the original image. If you do not have administrative permission and are not the user who checked out the document, you receive a copy of the annotated version of the image. Note: From the 'Documents' list of the 'Folders' page, you can move to the folder that contains the document to export. Folders Web Page 37

38 Export a document 1. Click the check box to the left of the document or documents to export. You can select one or more documents. Click the check box to the left of the 'Select' menu to select all of the documents. 2. Click the 'Select' menu. 3. Select 'Export Document'. The 'File Download' dialog box displays. [14] Windows File Download dialog box [14] Windows File Download dialog box Only the first document of the selected documents displays on the 'File Download' dialog box. 4. Click the 'Save' button. The 'Save As' dialog box displays. 5. Move to the folder to save the file. 6. Click the 'Save' button. When the download is complete, the 'Download Complete' dialog box displays. 7. Click the 'Close' button. The 'Document View' window displays with a list of the selected documents. 8. Select the next document to download. The 'File Download' dialog box displays. 9. Repeat steps 4 to 8 until all documents are downloaded, then click 'Close' on the 'Document View' window. 38 Océ Engineering Exec Web Client

39 How to view document properties from the Folders page Introduction From the 'Documents' list of the 'Folders' page, you can move to a folder that contains a document and look at the properties of the document. View document properties 1. Click the check box to the left of the document or documents to look at the document properties. You can select one or more documents. Click the check box to the left of the 'Select' menu to select all the documents. 2. Click the 'Select' menu. 3. Select 'Go to Document Properties'. The 'Document Properties' window displays. [15] Document Properties window [15] Document Properties window 4. Select a document on the left side of the 'Document Properties' window. 5. Select the 'Attributes' and 'Change Status' links to look at the properties of the document. 6. Repeat steps 4 and 5 for each document. 7. Click 'Close' after you look at the properties. Folders Web Page 39

40 Document Properties window Introduction The title bar of the 'Document Properties' window contains the 'General', 'Attributes' and 'Change Status' links for the document selected in the left pane. The General Link You can look at the properties of the 'General' link, but you cannot edit the properties. The 'General' link displays the following properties. [3] General Link of the Document Properties window Property 'Class' 'Description' 'Internal System Name' 'Created by' 'File Type' 'Size' 'Date Created' 'Date Edited' Function The class name of the document. The class description of the class of the document. The Object_Name that is defined for the class. The user name of the user who added the document to the vault. The original file type of the document. The original size of the document. The date that the document was imported into the vault. The date that the attributes of the document were last edited. [3] General Link of the Document Properties window Attribute Values The 'Attributes' link displays the attribute values for the selected document. The class of the document establishes the attributes that display. Users can see the attributes and edit some of the attributes on the 'Attributes' link. Change Status The 'Change Status' link displays the 'Internal System Name' and the 'Change Status Text'. You cannot edit the 'Internal System Name', but you can edit the 'Change Status Text'. 40 Océ Engineering Exec Web Client

41 How to edit document properties from the Folders page Introduction After you find a document in the folder structure, you can edit the attribute values of the document. Edit document properties 1. Look at the document properties. 2. Click the 'Attributes' link. [16] Document Properties window - Attributes link [16] Document Properties window - Attributes link 3. Make the changes to the attribute values. 4. Click the 'Apply' button to save the changes. Note: You must click the 'Apply' button before you move to another link or close the window. The changes do not save until the 'Apply' button is clicked. Folders Web Page 41

42 5. Click the 'Change Status' link. [17] Document Properties window - Change Status link [17] Document Properties window - Change Status link 6. Make the changes to the 'Change Status Text'. 7. Click the 'Apply' button to save the changes. 8. Click 'Close' after you edit the properties. 42 Océ Engineering Exec Web Client

43 Document Comments Window Introduction When you open the 'Document Comments' window, the comments for a selected document display. The comments order from most current to the oldest on the right side of the window. Left Pane The left side of the 'Document Comments' window displays the documents. When you select a document, all revisions of the document display below the document. You must select one document before you can add or view 'Document Comments'. You cannot select more than one document at the same time. Use the scroll bars or maximize the 'Document Comments' window as needed. Right Pane The right side of the 'Document Comments' window displays the comments added with the 'Add Comments' function and the 'User Comments' and 'System Comment' added for 'Check In', 'Check Out' and 'Undo Check Out'. Use the scroll bars to move through the comments of the selected document. Folders Web Page 43

44 How to view and add document comments Introduction The 'Document Comments' function is available in the Océ Engineering Exec Web Client from the 'Folders', 'Vault Search', and 'Job Ticket - Documents' web pages. This function allows a user to look at and add comments to a document. View Document Comments 1. Click the check box to the left of the document or documents to look at the document comments. You can select one or more documents. Click the check box to the left of the 'Select' menu to select all documents. 2. Click the 'Select' menu. 3. Select 'Go to Document Comments'. The 'Document Comments' window displays. 4. Select a document on the left side of the 'Document Comments' window. All revisions for the selected document display in a list below the document. 5. Select a revision. The comments for the selected revision display. 6. Add comments to the document or click 'Close' to exit the 'Document Comments' window. Illustration [18] Document Comments Window [18] Document Comments Window 44 Océ Engineering Exec Web Client

45 Add Document Comments 1. View the document comments. 2. Click the 'Add Comments' link. 3. Enter text in the empty text field. 4. Click the 'Apply' button to save the changes. Note: You must click the 'Apply' button before you move to another link or close the window. The changes do not save until the 'Apply' button is clicked. Folders Web Page 45

46 How to view folder properties from the Folders page Introduction From the 'Documents' list of the Folders page, you can move to a folder to look at the properties of the folder. You cannot edit the properties of a folder. View folder properties 1. Click the check box to the left of the folder or folders to look at the folder properties. You can select one or more folders. 2. Click the 'Select' menu. 3. Select 'Go to Folder Properties'. The 'Folder Properties' window displays. [19] Folders Properties window - General link [19] Folders Properties window - General link 46 Océ Engineering Exec Web Client

47 4. Select a folder on the left side of the 'Folder Properties' window. 5. Select the 'Assigned Views' link to look at the properties of the folder. [20] Folders Properties window - Assigned Views link [20] Folders Properties window - Assigned Views link 6. Repeat steps 4 and 5 for each folder. 7. Click 'Close' after you look at the properties. Folders Web Page 47

48 Folder Properties window Introduction The title bar of the 'Folder Properties' window contains the 'General' and 'Assigned Views' links for the folder selected in the left pane. The General Link You can look at the information in the 'General' link, but you cannot edit the values. [4] General Link of the Folder Properties window Property 'Folder Name' 'Folder Description' 'Scope' 'Import Default Class' Function The folder name that was created in the 'Doc Exec Pro' application. The folder description that was created in the 'Doc Exec Pro' application. The scope of the folder that was created in the 'Doc Exec Pro' application. The folder has either a world or user scope. The folders with a world scope are available to all users. The folders with a user scope are available only to the user who created the folder. The default class name of documents added to the folder. [4] General Link of the Folder Properties window Assigned Views When a view is assigned to a folder, the 'Assigned Views' link displays the name of the view that is assigned to the selected folder. 48 Océ Engineering Exec Web Client

49 Océ Engineering Exec User Manual Chapter 4 Vault Search Web Page 49

50 Vault Search web page Introduction Chapter 4 provides the following information. How to perform a class search How to perform a predefined search How to execute a view and perform a search on the view How to work with documents How to use the 'Check In / Check Out' functions The 'Vault Search' web page is available when the 'Doc Exec Pro' license is assigned to the system. Illustration [21] Vault Search Page [21] Vault Search Page 50 Océ Engineering Exec Web Client

51 Vault Search A user can do the following from the 'Vault Search' web page. Search for the documents by class Search for the documents with predefined searches and views Add the documents to a print job Look at the documents as full size images and as scalable images Export the documents from the vault Look at and edit the document properties Look at and add document comments Check in and check out documents from the vault Undo a check out After a complete search After a search is complete, the documents and the folders display with a check box and status boxes. The option to see the image thumbnail is available. Check box A check box displays to the left of folders and documents. Select the check box for an object to do an action with the object. Status boxes The three small boxes that display for a document show the revision status, document status and image status for the document. The first box displays the Revision Status. The second box displays the Change Status. The right box displays the Image Status. Vault Search Web Page 51

52 The following table describes the status values. [5] Color Status Color Status Value White The current revision of the document The document does not contain status information The document has an image. Red Revision Status The document is an older revision of the document. Blue Change Status The document has information in the 'Object Change Status'. Green Image Status There is no image attached to the object, but the object has attributes. [5] Color Status Checked Out documents A document icon displays for each document. The icon represents the 'Check Out' status. The following table describes each icon. [6] Check Out status icons Component Function A document icon with a green check mark displays for a document that is checked out of the Océ Engineering Exec vault and all processes associated with the check out completed successfully. In a centralized system, a document icon with a yellow check mark displays for a document that is checked out of the Océ Engineering Exec vault and has a pending check in approval status in 'Advanced Import and Index'. A document icon with a red check mark displays for a document that is checked out of the Océ Engineering Exec vault and the file conversion process failed. [6] Check Out status icons Thumbnail Image When you look at the page with thumbnails, a thumbnail image displays in the row for the document. 52 Océ Engineering Exec Web Client

53 How to work with the links of the Vault Search title bar Introduction The title bar of the 'Vault Search' page provides the links to change between the class searches and the predefined searches and views and change how the documents are displayed. Illustration [22] Vault Search page title bar [22] Vault Search page title bar Switch searches and views 1. Click the 'Class Search' link. The 'Class Search' list displays. 2. Click the 'Predefined Searches and Views' link. The 'Predefined Searches and Views' list displays. Change the display of the documents 1. Click the 'View Thumbnails' link to display the documents with thumbnails. 2. Click the 'List View' link to display the documents with no thumbnails. Vault Search Web Page 53

54 Class Search page Introduction The 'Class Search' page of the 'Vault Search' web page displays a list of all classes and allows the user to select a class to look at the class attributes and search for the documents in a class. Illustration [23] Class Search Page [23] Class Search Page 54 Océ Engineering Exec Web Client

55 Class Search items [7] Class Search items Item 'Class Name' list 'Description' list 'Select' menu 'Display Latest Revision' Attribute list 'Display Attributes' Function All classes in the system display in the 'Class Name' list. Displays the description of the class. The 'Select' menu displays after a successful search. The 'Select' menu provides the options to add documents to a print job, view documents as scalable or full size images, export documents, view and edit document properties, view and add document comments, check documents in and out of the Engineering Exec vault. Select this check box and the search results only display the latest revision of the documents. When the user selects a 'Class Name', the attributes for the class display on the left pane. Select this check box to select all attributes in the attribute list for your search. [7] Class Search items Vault Search Web Page 55

56 How to find documents with a class search Introduction The users can search for documents by class from the 'Vault Search', 'Class Search' page. Find all documents in a class 1. Select a class from the right pane of the 'Class Search' page. 2. Click the 'Search' button to find all documents for the selected class. The search results display in the right pane of the 'Class Search' page. [24] Class Search results [24] Class Search results 3. To return to the 'Class Search' page with all classes shown in the list, select 'Class Search' from the 'Vault Search' title bar. 56 Océ Engineering Exec Web Client

57 Find documents with specific attribute values 1. Select a class from the right pane of the 'Class Search' page. The attributes defined for the selected class display in the left pane of the page. Below each attribute a blank field displays. To the left of the blank field is the operator button. 2. Click an operator button to select the comparison operator. The following is a list of the comparison operators. '>', greater than '>=', greater than or equal to '<', less than '<=', less than or equal to '=', equal to '<>', not equal to 'x ', starts with '_x_', contains The default setting is equal to. 3. Enter a value into the blank attribute field. 4. Continue to select the operators and enter values until all required search values are entered. 5. Click the 'Search' button to find the documents with the entered attribute values. The search results display in the right pane of the 'Class Search' page 6. To return to the 'Class Search' page with all classes shown in the list, select 'Class Search' from the 'Vault Search' title bar. Vault Search Web Page 57

58 Predefined Searches and Views page Introduction The 'Predefined Searches and Views' page of 'Vault Search' provides a list of searches and views defined in the Windows clients. Users can search for documents in the vault with a predefined search, run a defined view and do a search from a view. The 'Predefined Searches and Views' page displays the search or view icon, 'Search Name', 'Scope' and 'Description'. The 'Predefined Searches and Views' page defaults to the search assigned on the 'User Settings' web page. The left pane of the page displays the attributes of the Search. When a predefined search or view is complete, the user can do the following. Add documents to a print job View scalable and full size images of the documents Export documents Look at and edit the properties of documents View and add document comments Check documents in and out of the Océ Engineering Exec vault 58 Océ Engineering Exec Web Client

59 Illustration [25] Predefined Searches and Views page [25] Predefined Searches and Views page Vault Search Web Page 59

60 Predefined Searches and Views items [8] Predefined Searches and Views items Item Icon 'Search Name' 'Scope' 'Description' Attribute list 'Select' menu Description The searches display with a binocular icon to the left. The views display with a magnifying glass icon to the left. The name of the search or view. The scope of the search or view. The scope is either world or user. The searches and views with a world scope are available to all users. The searches and views with a user scope are only available to the user that created the search or view. The description of the search or view. When the user selects a search or view name, the attributes for the search or view display on the left pane. The 'Select' menu displays after a successful search is completed. The menu displays when a view is displayed. The 'Select' menu provides the options to add documents to a print job, view documents as scalable or full size images, export documents, view and edit document properties, view and add document comments, check documents in and out of the Engineering Exec vault. [8] Predefined Searches and Views items 60 Océ Engineering Exec Web Client

61 How to find documents with predefined searches Introduction After a user selects the 'Predefined Searches and Views' link from the 'Vault Search' title bar, the user can run a predefined search. Find all documents in a predefined search 1. Select a predefined search from the right pane of the 'Predefined Searches and Views' page. 2. Click the 'Search' button to find all documents for the selected search. The search results display in the right pane of the page. 3. To return to the 'Predefined Searches and Views' page with all of the predefined searches and views displayed, select 'Predefined Searches and Views' from the 'Vault Search' title bar. Find documents with specific attribute values 1. Select a predefined search from the right pane of the 'Predefined Searches and Views' page. The attributes defined for the selected search display in the left pane of the page. Below each attribute a blank field displays. To the left of the blank field is the operator button. 2. Click an operator button to select the comparison operator. The following is a list of the comparison operators. '>', greater than '>=', greater than or equal to '<', less than '<=', less than or equal to '=', equal to '<>', not equal to 'x ', starts with '_x_', contains Vault Search Web Page 61

62 The default setting is equal to. 3. Enter a value into the blank attribute field. 4. Continue to select operators and enter values until all required search values are entered. 5. Click the 'Search' button to find the documents with the entered attribute values. The search results display in the right pane of the page. 6. To return to the 'Predefined Searches and Views' page with all of the predefined searches and views displayed, select 'Predefined Searches and Views' from the 'Vault Search' title bar. 62 Océ Engineering Exec Web Client

63 How to use views Introduction After a user selects the 'Predefined Searches and Views' link from the 'Vault Search' title bar, the user can run a view. Open a view 1. Select a view from the right pane of the 'Predefined Searches and Views' page. All documents contained in the view display in the right pane of the page. The class attributes of the view display in the left pane of the page. 2. To return to the 'Predefined Searches and Views' page with all of the predefined searches and views displayed, select 'Predefined Searches and Views' from the 'Vault Search' title bar. Search a view for a document 1. Open a view from the 'Predefined Searches and Views' page. Below each attribute in the left pane a blank field displays. To the left of the blank field is the operator button. 2. Click an operator button to select the comparison operator. The following is a list of the comparison operators. '>', greater than '>=', greater than or equal to '<', less than '<=', less than or equal to '=', equal to '<>', not equal to 'x ', starts with '_x_', contains The default setting is equal to. 3. Enter a value into the blank attribute field. 4. Continue to select operators and enter values until all required search values are entered. 5. Click the 'Search' button to find the documents with the entered attribute values. The search results display in the right pane of the page. 6. To return to the 'Predefined Searches and Views' page with all of the predefined searches and views displayed, select 'Predefined Searches and Views' from the 'Vault Search' title bar. Vault Search Web Page 63

64 Vault Search Select menu Introduction After a successful search or view is completed and documents are displayed on the 'Vault Search' page, the 'Select' menu is available. Illustration [26] Vault Search Select menu [26] Vault Search Select menu Vault Search Select menu The 'Select' menu on the 'Vault Search' page allows a user to do the following. Add documents to a print job Look at documents in the vault Export documents from the vault Look at and edit the properties of documents. Look at and add document comments Check in and check out documents from the vault Undo a check out 64 Océ Engineering Exec Web Client

65 The Select menu The 'Select' menu is available from most web pages. The functions of the menu change according to the actions of the user and which web page displays the menu. Vault Search Web Page 65

66 How to add documents to print jobs Introduction Users can search for documents and add the documents to a print job from the 'Vault Search' page. Add items to a print job 1. From a class search, a predefined search or a view, search for the document or documents to add to the print job. 2. Click the check box to the left of the documents. You can select one or more documents. To select all documents in the current folder, click the check box to the left of the 'Select' menu. 3. Click the 'Select' menu. 4. Select 'Add Items to Print Job'. A confirmation question displays. [27] Add items confirmation [27] Add items confirmation 5. Select the 'OK' button to add the documents to the print job. Note: After the items are added to the print job, you can look at the print job on the 'Job Ticket' page. 66 Océ Engineering Exec Web Client

67 How to view documents from the Vault Search page Introduction After a successful search, you can look at the documents in the vault as scalable images and full size images from the 'Vault Search' page. The system administrator sets the view options from the 'Administration' page. View an image as a scalable image 1. Click the check box to the left of the items to view. You can select one or more items. Click the check box to the left of the 'Select' menu to select all items in the list. 2. Click the 'Select' menu. 3. Select 'View document as scalable image'. The 'Document View' window displays. [28] Document View window [28] Document View window 4. Select an item in the left pane of the 'Document View' window to see the image in the right pane. 5. Use the 'Fit to Window', 'Reduce', 'Magnify' and 'One to One' buttons to change the image view. 6. When you finish, select 'Close'. Vault Search Web Page 67

68 View an image full size 1. Click the check box to the left of the items to view. You can select one or more items. Click the check box to the left of the 'Select' menu to select all items in the list. 2. Click the 'Select' menu. 3. Select 'View document full size'. The 'Document View' window displays. 4. Select an item in the left pane of the 'Document View' window to see the image in the right pane. 5. Use the 'Fit to Window', 'Reduce', 'Magnify' and 'One to One' buttons to change the image view. 6. When you finish, select 'Close'. 68 Océ Engineering Exec Web Client

69 How to export documents from the Vault Search page Introduction When you have the correct security permissions, you can export a document stored in the Océ Engineering Exec vault. When you export a document, you move a copy of the image file from the vault to a location you select. This feature enables you to use an image outside of the vault. Note: The documents are exported in their native format. The name that was used to archive the document is the name that is used when it is exported. Exported Documents When you export a checked out document with the 'Export' feature, the document exports as follows. If you are the user who checked out the document or you have administrative permission, you receive a copy of the original image. If you do not have administrative permission and are not the user who checked out the document, you receive a copy of the annotated version of the image. Note: Use a class search, a predefined search or a view to search for the documents to export. Vault Search Web Page 69

70 Export a document 1. Click the check box to the left of the document or documents to export. You can select one or more documents. Click the check box to the left of the 'Select' menu to select all of the documents. 2. Click the 'Select' menu. 3. Select 'Export Document'. The 'File Download' dialog box displays. [29] Windows File Download dialog box [29] Windows File Download dialog box Only the first document of the selected documents displays on the 'File Download' dialog box. 4. Click the 'Save' button. The 'Save As' dialog box displays. 5. Move to the folder to save the file. 6. Click the 'Save' button. When the download is complete, the 'Download Complete' dialog box displays. 7. Click the 'Close' button. The 'Document View' window displays with a list of the selected documents. 8. Select the next document to download. The 'File Download' dialog box displays. 9. Repeat steps 4 to 8 until all documents are downloaded, then click 'Close' on the 'Document View' window. 70 Océ Engineering Exec Web Client

71 How to view document properties from the Vault Search page Introduction After you find a document, you can look at the properties of the document. View document properties 1. Click the check box to the left of the document or documents to look at the document properties. You can select one or more documents. Click the check box to the left of the 'Select' menu to select all the documents. 2. Click the 'Select' menu. 3. Select 'Go to Document Properties'. The 'Document Properties' window displays. [30] Document Properties window [30] Document Properties window 4. Select a document on the left side of the 'Document Properties' window. 5. Select the 'Attributes' and 'Change Status' links to look at the properties of the document. 6. Repeat steps 4 and 5 for each document. 7. Click 'Close' after you look at the properties. Vault Search Web Page 71

72 Document Properties window Introduction The title bar of the 'Document Properties' window contains the 'General', 'Attributes' and 'Change Status' links for the document selected in the left pane. The General Link You can look at the properties of the 'General' link, but you cannot edit the properties. The 'General' link displays the following properties. [9] General Link of the Document Properties window Property 'Class' 'Description' 'Internal System Name' 'Created by' 'File Type' 'Size' 'Date Created' 'Date Edited' Function The class name of the document. The class description of the class of the document. The Object_Name that is defined for the class. The user name of the user who added the document to the vault. The original file type of the document. The original size of the document. The date that the document was imported into the vault. The date that the attributes of the document were last edited. [9] General Link of the Document Properties window Attribute Values The 'Attributes' link displays the attribute values for the selected document. The class of the document establishes the attributes that display. Users can see the attributes and edit some of the attributes on the 'Attributes' link. Change Status The 'Change Status' link displays the 'Internal System Name' and the 'Change Status Text'. You cannot edit the 'Internal System Name', but you can edit the 'Change Status Text'. 72 Océ Engineering Exec Web Client

73 How to edit document properties from the Vault Search page Introduction After you find a document, you can edit the attribute values of the document. Edit document properties 1. Look at the document properties. 2. Click the 'Attributes' link. [31] Document Properties window - Attributes link [31] Document Properties window - Attributes link 3. Make the changes to the attribute values. 4. Click the 'Apply' button to save the changes. Note: You must click the 'Apply' button before you move to another link or close the window. The changes do not save until the 'Apply' button is clicked. Vault Search Web Page 73

74 5. Click the 'Change Status' link. [32] Document Properties window - Change Status link [32] Document Properties window - Change Status link 6. Make the changes to the 'Change Status Text'. 7. Click the 'Apply' button to save the changes. 8. Click 'Close' after you edit the properties. 74 Océ Engineering Exec Web Client

75 Document Comments Window Introduction When you open the 'Document Comments' window, the comments for a selected document display. The comments order from most current to the oldest on the right side of the window. Left Pane The left side of the 'Document Comments' window displays the documents. When you select a document, all revisions of the document display below the document. You must select one document before you can add or view 'Document Comments'. You cannot select more than one document at the same time. Use the scroll bars or maximize the 'Document Comments' window as needed. Right Pane The right side of the 'Document Comments' window displays the comments added with the 'Add Comments' function and the 'User Comments' and 'System Comment' added for 'Check In', 'Check Out' and 'Undo Check Out'. Use the scroll bars to move through the comments of the selected document. Vault Search Web Page 75

76 How to view and add document comments Introduction The 'Document Comments' function is available in the Océ Engineering Exec Web Client from the 'Folders', 'Vault Search', and 'Job Ticket - Documents' web pages. This function allows a user to look at and add comments to a document. View Document Comments 1. Click the check box to the left of the document or documents to look at the document comments. You can select one or more documents. Click the check box to the left of the 'Select' menu to select all documents. 2. Click the 'Select' menu. 3. Select 'Go to Document Comments'. The 'Document Comments' window displays. 4. Select a document on the left side of the 'Document Comments' window. All revisions for the selected document display in a list below the document. 5. Select a revision. The comments for the selected revision display. 6. Add comments to the document or click 'Close' to exit the 'Document Comments' window. Illustration [33] Document Comments Window [33] Document Comments Window 76 Océ Engineering Exec Web Client

77 Add Document Comments 1. View the document comments. 2. Click the 'Add Comments' link. 3. Enter text in the empty text field. 4. Click the 'Apply' button to save the changes. Note: You must click the 'Apply' button before you move to another link or close the window. The changes do not save until the 'Apply' button is clicked. Vault Search Web Page 77

78 Check In / Check Out Overview of Check In / Check Out Introduction The 'Check In / Check Out' features provide users with the capability to lock a document in the Engineering Exec system while the user makes changes to the document. These features help to protect the integrity of the document vault. The Engineering Exec system keeps a log of all 'Check In', 'Check Out', and 'Undo Check Out' processes. Centralized Check In / Check Out System In a 'Centralized' system, the 'Check In' process and approval of the image for import are separate actions. After a user checks in a document through 'Add Documents' or the web client, the Engineering Exec system puts the document in 'Advanced Import and Index' for review. Another user approves and imports the document from 'Advanced Import and Index'. Normally, one user checks the document in and a different user approves and imports the image. Decentralized Check In / Check Out System When a user checks in a document in a 'Decentralized' system, the approval and import of the document into the vault is immediate. Check Out A user can check out a document from the Engineering Exec vault and make changes to the image. The other users can view, print and export a checked out document, but cannot make changes. The users can only check out the current revision of a document. 'Check Out' processes occur from Web Clients and 'Add Documents' in the 'Doc Exec Pro Client', 'Electronic Job Ticket' and 'Set Print Manager'. The Engineering Exec system provides an annotation feature that the system administrator sets for the 'Check Out' process. The annotation feature assigns what a user sees when the user views, prints or exports a checked out document. 78 Océ Engineering Exec Web Client

79 Annotation Process In the Engineering Exec system, an annotation is a note that overlays the image of a document that is checked out of the vault. When a user accesses a checked out document from an Engineering Exec product and the system administrator assigned an annotation, the user receives a copy of the image with the annotation. The system administrator manages the annotations from the 'System Settings' utility. File Conversions When the system administrator selects an annotation setting that requires file conversion, the conversion or annotation process can fail. The processes can fail for the following reasons. The file format is not supported The document does not exist The document is in use An error occurs with the application of the annotation Note: If an error occurs during the annotation process, a blank page with the error message 'The document is checked out. The file conversion failed' displays. Accessing images during the annotation process When a user views, prints or exports a document that is in the 'Check Out' process and the annotation process is not complete, the user receives a message to tell the user that the image is not available and the image is in the annotation process. Check In When all changes are complete on a checked out document, an administrator or the user who checked out the document can check the document back into the system. You can replace the image of the document, revise the image or save the image as a new document in the vault. 'Check In' processes occur from the Web Clients and 'Add Documents' in the 'Doc Exec Pro Client', 'Electronic Job Ticket' and 'Set Print Manager'. Vault Search Web Page 79

80 Undo Check Out When a user checks out a document from the vault by accident, that user or an administrator can undo the 'Check Out'. The 'Undo Check Out' process reverses the 'Check Out' process. The document attributes and image do not change. 80 Océ Engineering Exec Web Client

81 How to Check Out documents Introduction A user with 'Check Out' permission can check out a document stored in the Engineering Exec vault from the 'Add Documents' dialog box in an Engineering Exec client application or from the 'Vault Search' page of the Web client. You can check out the following types of documents. Documents that are in the 'Documents' class or classes created from a base of the 'Documents' class The most current revision of a document Check Out documents 1. Click the check box to the left of the document or documents to check out. You can select one or more documents. Click the check box to the left of the 'Select' menu to select all documents. 2. Click the 'Select' menu. 3. Select 'Check Out'. The 'Check Out' window displays. [34] Check Out Window [34] Check Out Window Vault Search Web Page 81

82 4. Click the check box to the left of one or more documents in the 'Check Out' window. Click the 'Select All' check box to select all documents. Note: The status bar displays the number of documents selected. 5. Complete the 'Check Out Comments' section. If 'Required' displays with 'User Comments', you must click in the 'User Comments' field and enter information. If 'Optional' displays with 'User Comments', you can enter information or not enter information in the 'User Comments' field. Note: To cancel the check out procedure and close the 'Check Out' window, click the 'Close' button before you click the 'Check Out' button. 6. Click the 'Check Out' button. The documents that check out correctly are removed from the 'Check Out' window. Note: If an error occurs during 'Check Out', correct the errors and check out the document again. Illustration [35] Check Out Window with Errors [35] Check Out Window with Errors 82 Océ Engineering Exec Web Client

83 Correct Check Out Errors 1. The documents with errors display in the left pane with an error icon. The labels of the fields with errors display in red. Select the document with errors. The information for the selected document displays in the 'Check Out' dialog box. 2. Enter the correct information and check out the document like normal. Vault Search Web Page 83

84 Check Out Documents for Check Out The left side of the 'Check Out' window displays the documents you selected from the search results of the 'Vault Search' page. A document icon displays to the left of the select box for each document. The icon represents the 'Check Out' status. Checked out documents display with a red check mark. Use the scroll bars or maximize the 'Check Out' window as needed. Note: You cannot export an image during 'Check Out' from the Océ Engineering Exec Web Client. Export an image from the Web Client You cannot export a document during the 'Check Out' process from a Web client. If you require a copy of the image exported locally, export the document before or after you check out the document. You export the image from any of the web pages that provide the 'Export Document' option. Check Out Errors Only documents with correct 'Export Information' and 'Check Out Comments' check out. When an error occurs, the documents with the errors display with an error icon and the labels of the fields with errors display in red text. Note: Other errors can occur during a 'Check In / Check Out' process. You receive an error message for these errors. The error message provides information about the error and the action or actions needed to correct the error. System Comment for Check Out The Engineering Exec system generates the 'System Comment' in the 'Check Out Comments' section. You cannot change the 'System Comment'. The 'System Comment' contains the date, time and user name. After you click the 'Check Out' button, the date and time update with current information for each document. 84 Océ Engineering Exec Web Client

85 User Comments for Check Out The System Administrator can require a user to enter comments during a 'Check Out' procedure. If the 'User Comments' are required, 'Required' displays. If the 'User Comments' are not required, 'Optional' displays. The 'User Comments' apply to all documents selected for 'Check Out'. To apply different 'User Comments' to each document, you must add the 'User Comments' and 'Check Out' each document individually. Vault Search Web Page 85

86 How to view an image from Check Out Introduction You can view the image for a document from the 'Check Out' window. The type of image viewer that displays depends on the settings assigned for the 'Web Image Processing Rules'. A PDF or a full scale raster image displays. View an image 1. Select a document in the left side of the window. 2. Select the 'View Image' link. An image viewer displays with the image for the selected document. [36] Image Viewer from Check Out [36] Image Viewer from Check Out 3. Close the image viewer to return to the 'Check Out' window. 86 Océ Engineering Exec Web Client

87 How to check in documents Introduction When a user finishes with a checked out document, the user must check in the document. A user with 'Check In' permission can check in a document from the 'Add Documents' dialog box in an Engineering Exec client application or from the 'Vault Search' page of the Web client. Check In documents 1. Click the check box to the left of the document or documents to check in. You can select one or more documents. Click the check box to the left of the 'Select' menu to select all the documents. 2. Click the 'Select' menu. 3. Select 'Check In'. The 'Check In' window displays. [37] Check In Window [37] Check In Window 4. Select one document on the left side of the 'Check In' window. Note: You check in one document at a time. Vault Search Web Page 87

88 5. Browse to the file location and select the required file for the 'Source Image'. 6. Select the radio button of the 'Check In Type'. Note: The 'System Settings' set by the System Administrator assign the 'Check In Type' that is available with 'Check In'. 7. If the 'Check In Type' allows, then update the document attributes. If the 'Check In Type' is 'Revise', you can edit the 'Document_Revision' Attribute. If the 'Check In Type' is 'Replace', you cannot edit any of the key attributes. If the 'Check In Type' is 'Save As New', you can edit all 'Document Attributes'. Note: To cancel the check in procedure and close the 'Check In' window, click the 'Close' button before you click the 'Check In' button. 8. Complete the 'Check In Comments' section. If 'Required' displays with 'User Comments', you must enter information in the 'User Comments' field. If 'Optional' displays with 'User Comments', you can enter information or not enter information in the 'User Comments' field. 9. Click the 'Check In' button. The documents that check in correctly remove from the 'Check In' window. Note: If an error occurs during 'Check In', correct the errors and check in the document again. Note: If the Engineering Exec system is a 'Centralized' system, after the 'Check In' procedure is complete the image moves to 'Advanced Import and Index'. The image has a 'Pending Approval' status. A user with 'Import' and 'Check In' permissions must complete the 'Check In' procedure from the 'Advanced Import and Index' application. 88 Océ Engineering Exec Web Client

89 Illustration [38] Check In Window with Errors [38] Check In Window with Errors Correct Check In Errors 1. The documents with errors display in the left side with an error icon. The labels of the fields with an error display in red. Select the document with errors. The information for the selected document displays. 2. Enter the correct information and check in the document like normal. Vault Search Web Page 89

90 Check In Introduction The 'Check In' window has two possible titles 'Check In' 'Check In Pending Approval' Check In Window When the Engineering Exec system is setup as a 'Decentralized' system, a user checks in the document with 'Add Documents' or the Web client and the import occurs immediately. The title of the window is 'Check In'. Check In Pending Approval window When the Engineering Exec system is setup as a 'Centralized' system, a user checks in a document with 'Add Documents' or the Web client, but the approval for 'Check In' and import occurs from 'Advanced Import and Index'. The title of the window is 'Check In Pending Approval'. Documents for Check In The left side of the 'Check In' window displays the documents you selected from the search results of the 'Vault Search'. You must select one document before you change the 'Check In' information and 'Check In' the document. You cannot 'Check In' more than one document at the same time. Use the scroll bars or maximize the 'Check In' window as needed. Source Image You must use the 'Source Image' Browse button and browse to the location of the document image and select the image file. You cannot type information in the 'Source Image' field. 90 Océ Engineering Exec Web Client

91 Check In Type The 'Revise' and 'Replace' options display when 'Duplicate Checking' and 'Revision Checking' are enabled. The 'Save As New' and 'Replace' options display when 'Duplicate Checking' and 'Revision Checking' are disabled. Note: If the System Administrator has disabled 'Replace' in 'System Settings', the 'Replace' option is not available. Revise Select 'Revise' to add the new image to the vault and keep all of the key attribute values except the 'Document_Revision'. You must enter a new value in the 'Document_Revision' field in the 'Document Attributes' section. Replace Select 'Replace' to replace the original document in the vault with the new image. You cannot change any of the key attributes. If the system administrator disabled the 'Replace' option, the option displays, but is not available to select. Save As New Select 'Save As New' to add the new image to the vault. You can change any of the attribute values in the 'Document Attributes' section. Document Attributes The 'Document Attributes' section shows the current values of the attributes for the selected document. You can update the attribute values according to the limits of the 'Check In Type'. Vault Search Web Page 91

92 Check In Errors Only documents with correct information check in. When an error occurs, the document with the error displays with an error icon and the label for the field with the error displays in red text. Note: Other errors can occur during a 'Check In / Check Out' process. You receive an error message for these errors. The error message provides information about the error and the action or actions needed to correct the error. System Comment for Check In The Engineering Exec system generates the 'System Comment' in the 'Check In Comments' section. You cannot change the 'System Comment'. The 'System Comment' contains the date and time the dialog box displayed, the user name, and the path of the 'Source Image'. When you click the 'Check In' button, the date and the time update with current information. User Comments for Check In The System Administrator can require a user to enter comments during a 'Check In' procedure. If the 'User Comments' are required, 'Required' displays. If the 'User Comments' are not required, 'Optional' displays. 92 Océ Engineering Exec Web Client

93 How to Undo the Check Out of documents Introduction The 'Undo Check Out' feature allows you to remove the checked out status from a document. When you undo a 'Check Out', the status of the document in the vault changes to 'Checked In'. Changes do not occur to the image in the vault or the attributes. Only the user that checked out the document or an administrator can undo the 'Check Out' of the document. Undo Check Out 1. Click the check box to the left of the document or documents to undo the check out. You can select one or more documents. Click the check box to the left of the 'Select' menu to select all the documents. 2. Click the 'Select' menu. 3. Select 'Undo Check Out'. The 'Undo Check Out' window displays. [39] Undo Check Out Window [39] Undo Check Out Window 4. Click the check box to the left of one or more documents in the 'Undo Check Out' window. Click the 'Select All' check box to select all documents. Note: The status bar displays the number of documents selected. Vault Search Web Page 93

94 5. Complete the 'Undo Check Out Comments' section. If 'Required' displays with 'User Comments', you must enter information in the 'User Comments' field. If 'Optional' displays with 'User Comments', you can enter information or not enter information in the 'User Comments' field. Note: To cancel the undo procedure and close the 'Undo Check Out' dialog box, click the 'Cancel' button before you click the 'Undo Check Out' button. 6. Click the 'Undo Check Out' button. The documents that process correctly remove from the 'Undo Check Out' window. The 'Check Out' status is removed from the document in the Engineering Exec system Note: If an error occurs during the 'Undo Check Out' process, correct the errors and undo the 'Check Out' again. 94 Océ Engineering Exec Web Client

95 Undo Check Out Documents for Undo Check Out The left side of the 'Undo Check Out' window displays the documents you selected from the search results of a 'Vault Search'. Use the scroll bars or maximize the 'Undo Check Out' window as needed. Undo Check Out Errors When an error occurs, the process fails. The documents with errors display with an error icon and the label for 'User Comments' displays in red text. Note: Other errors can occur during a 'Check In / Check Out' process. You receive an error message for these errors. The error message provides information about the error and the action or actions needed to correct the error. System Comment for Undo Check Out The Engineering Exec system generates the 'System Comment' in the 'Undo Check Out Comments' section. You cannot change the 'System Comment'. The 'System Comment' contains the date, time and user name. When you click the 'Undo Check Out' button, the date and the time update with the current information. User Comments for Undo Check Out The System Administrator can require a user to enter comments during an 'Undo Check Out'. If the 'User Comments' are required, 'Required' displays. If the 'User Comments' are not required, 'Optional' displays. The 'User Comments' apply to all documents selected for 'Undo Check Out'. To apply different 'User Comments' to your documents, you must add the 'User Comments' and undo the 'Check Out' of each document separately. Vault Search Web Page 95

96 How to view comments from Check In / Check Out Introduction You can view the comments for a document from the 'Check Out', 'Check In', and 'Undo Check Out' windows. View Comments 1. Select a document from the left side of the window. Note: You look at the comments for one document at a time. 2. Select the 'View Comments' link. The comments display on the right side of the window. Note: Only the comments for the revision of the selected document display. To see comments for revisions use the 'Document Comments' function. 3. Click the 'Check Out', 'Check In', or 'Undo Check Out' link to close the comments. 96 Océ Engineering Exec Web Client

97 Océ Engineering Exec User Manual Chapter 5 Job Ticket Web Page 97

98 Job Ticket web page Introduction Chapter 5 provides the following information. How to define the job ticket settings How to define formatting, finishing, margin and edges options How to define the stamps and watermarks How to add files to a print job and remove items from a print job How to add recipients to and remove recipients from a print job How to submit a job to print. How to look at the confirmation of a print job When a Print Exec Pro Server license is assigned to the server and the user has the correct permissions, the 'Job Ticket' page is available. Any user logged on the system can create a print job. The print jobs contain a job ticket, documents and recipients. The print jobs are created on the 'Job Ticket' page. Note: The term, document, refers to the images saved in the vault. Files are images that are saved on a local or network drive. Files are not saved in the vault. Users cannot add documents in the vault to a print job from the 'Job Ticket' page. Use the 'Folders' or 'Vault Search' page to add a document to the print job. You can only add files from the 'Job Ticket' page. 98 Océ Engineering Exec Web Client

99 Illustration [40] Job Ticket page [40] Job Ticket page Title bar links The title bar of the 'Job Ticket' page includes four links 'Documents', 'Recipients', 'Job Formatting' and 'Job Settings'. The default page of the first display is the 'Job Ticket - Documents' page. Job Ticket The user can do the following from the 'Job Ticket' web page. Give the print job a name and add notes to a print job Add files to a print job Define the settings for all documents and files in a print job Add the recipients to a print job Define the setting for each recipient of a print job Remove the files, documents and folders from a print job Reset a print job Submit a print job Look at the documents and the files in a print job as full size images and as scalable images Look at and edit the properties of the documents in a print job Look at and add document comments Look at the properties of folders in a print job Look at and print the job confirmation after a job is submitted Job Ticket Web Page 99

100 Job Name and Job Notes All linked pages of the 'Job Ticket' page contain the 'Job Name' field and the 'Job Notes' field. The 'Job Name' field allows a maximum of 25 alphanumeric and special character. This field is required for all print jobs. The 'Job Notes' field allows a maximum of 255 alphanumeric and special characters. User Job Name Setting The default name of the job tickets is set from the 'User Settings' page. The default is for the user who is logged on the web client. Documents From the 'Job Ticket - Documents' page, the users can do the following tasks. Create the print job Add files to the print job Remove files, documents and folders from the print job Look at documents and files Look at and edit document properties Look at and add document comments Look at folder properties Recipients From the 'Job Ticket - Recipients' page, the user can do the following tasks. Add and remove the print job recipients Select queues, set copies, media size and media type Set the recipient formatting, finishing, margins, stamps, watermarks and edges Job Formatting From the 'Job Ticket - Job Formatting' page, the user can do the following tasks. Set the print job formatting, finishing, margins, stamps, watermarks and edges Job Settings From the 'Job Ticket - Job Settings' page, the user can do the following tasks. Set the due date and time, priority, passthrough, status and cover page for the print job 100 Océ Engineering Exec Web Client

101 How to prepare and submit a print job Introduction The basic functions of the 'Job Ticket' page are the following. Create a print job Add files to the print job Add recipients to the print job Set the options for the print job Submit the print job The following procedure provides a basic outline to create and submit a print job. Create and submit a print job 1. The user gives the print job a name on the 'Job Ticket - Documents' page. 2. The user adds files to the print job from the 'Job Ticket - Documents' page. 3. If the system has the document management functions, the user adds documents and folders to the print job from the 'Folders' page and the 'Vault Search' page. 4. The user adds recipients to the print job from the 'Job Ticket - Recipients' page. 5. The user sets the recipient formatting from the 'Job Ticket - Recipients' page. 6. The user sets the job formatting from the 'Job Ticket - Job Formatting' page. 7. The user sets the job settings from the 'Job Ticket - Job Settings' page. 8. The user submits the print job from the 'Job Ticket - Documents' page. Job Ticket Web Page 101

102 Job Ticket - Documents page Introduction The 'Job Ticket - Documents' page contains a document list, 'Add file' button, 'Select' menu, 'Reset Job' button and 'Submit Job' button. Illustration [41] Job Ticket - Documents page [41] Job Ticket - Documents page Documents From the 'Job Ticket - Documents' page, the users can do the following tasks. Create the print job Add files to the print job Remove files, documents and folders from the print job Look at documents and files Look at and edit document properties Look at and add document comments Look at folder properties 102 Océ Engineering Exec Web Client

103 Job Ticket - Documents items [10] Job Ticket - Documents page item Item Document list 'Add file' button 'Select' menu 'Reset Job' button 'Submit Job' button Description Displays all documents, folders and files in the print job. Use the 'Add file' button to add files to the print job. With the options of the 'Select' menu, the user can remove a file, document or folder from the print job, view a document as a scalable image or full size image, view and edit document properties, view and add document comments, and view folder properties. Use the 'Reset Job' button to clear all settings and remove all items from the print job. Use the 'Submit Job' button to submit the print job. The 'Submit Job' button is seen when the 'Job Ticket' contains files, documents or folders. [10] Job Ticket - Documents page item Job Ticket Web Page 103

104 Checked Out documents A document icon displays for each document. The icon represents the 'Check Out' status. The following table describes each icon. [11] Check Out status icons Component Function A document icon with a green check mark displays for a document that is checked out of the Océ Engineering Exec vault and all processes associated with the check out completed successfully. In a centralized system, a document icon with a yellow check mark displays for a document that is checked out of the Océ Engineering Exec vault and has a pending check in approval status in 'Advanced Import and Index'. A document icon with a red check mark displays for a document that is checked out of the Océ Engineering Exec vault and the file conversion process failed. [11] Check Out status icons 104 Océ Engineering Exec Web Client

105 How to create and submit print jobs Introduction If a default job name is not set on the 'User Settings' page, the user must give the print job a name. The user must enter a name in the 'Job Name' field and optionally enter notes in the 'Job Notes' field. As the user moves through the pages of the 'Job Ticket', the 'Job Name' and 'Job Notes' display on all job ticket pages. Checked out documents You can print checked out documents. If the system administrator enabled the 'Alert user when printing a checked out image' setting, you do not receive a warning message before the documents print. See your system administrator for information about how your system is set up. Add files to a print job 1. Click the 'Add file' button on the 'Job Ticket - Documents' page. The 'Add Files' box displays as part of the 'Job Ticket - Documents' page. [42] Add Files box [42] Add Files box 2. Click the 'Browse...' button and browse to the file to add to the print job. 3. Select the file. The file path displays in the browse field of the 'Add Files' box. [43] File path displayed in the Add Files box [43] File path displayed in the Add Files box Job Ticket Web Page 105

106 4. Click the 'Add file' button in the 'Add Files' box to add the file to the print job. The file displays in the document list. 5. Repeat steps 1 to 4 until the required files are added to the print job. Reset a print job 1. From the 'Job Ticket - Documents' page the user can reset a print job before the print job is submitted. 2. Click the 'Reset Job' button. The 'Job Name' and 'Job Notes' fields clear. All files, documents and folders are removed from the print job. All the settings are returned to the default values. Submit a print job 1. After all files are added to the print job, the recipients are added to the print job and recipient and job settings are defined, the print job is submitted to print. Click the 'Submit Job' button to submit the print job. Note: The status of the print job is checked from the 'Job Status' page. 106 Océ Engineering Exec Web Client

107 Job Ticket - Documents Select menu Introduction After a job ticket is created and the files, documents and folders are added to the print job, the 'Select' menu is available. Illustration [44] Job Ticket - Documents Select menu [44] Job Ticket - Documents Select menu Job Ticket - Documents Select menu The 'Select' menu on the 'Job Ticket - Documents' page allows the user to do the following. Remove documents, files and folders from a print job Look at documents and files as scalable images and full size image Look at and edit document properties Look at and add document comments Look at folder properties. The Select menu The 'Select' menu is available from most web pages. The functions of the menu change according to the actions of the user and which web page displays the menu. Job Ticket Web Page 107

108 How to remove items from a print job Introduction A user can remove any item contained in a print job before the user submits the print job. Remove an item from a print job 1. In the document list of the 'Job Ticket - Documents' page, click the check box to the left of the document, file, folder or any combination to remove the selections from the print job. 2. Click the 'Select' menu. 3. Select 'Remove item from print job'. The selected items are removed from the print job. Note: You can remove all items from the print job with the 'Reset Job' button. To remove all items and settings, click the 'Reset Job' button. Only use this method if you require a new print job. 108 Océ Engineering Exec Web Client

109 How to view documents and files from the Job Ticket page Introduction Users can look at the images of the documents and files that are contained in a print job from the 'Job Ticket' page. View an image as a scalable image 1. Click the check box to the left of the items to view. You can select one or more items. Click the check box to the left of the 'Select' menu to select all items in the list. 2. Click the 'Select' menu. 3. Select 'View document as scalable image'. The 'Document View' window displays. [45] Document View window [45] Document View window 4. Select an item in the left pane of the 'Document View' window to see the image in the right pane. 5. Use the 'Fit to Window', 'Reduce', 'Magnify' and 'One to One' buttons to change the image view. 6. When you finish, select 'Close'. Job Ticket Web Page 109

110 View an image full size 1. Click the check box to the left of the items to view. You can select one or more items. Click the check box to the left of the 'Select' menu to select all items in the list. 2. Click the 'Select' menu. 3. Select 'View document full size'. The 'Document View' window displays. 4. Select an item in the left pane of the 'Document View' window to see the image in the right pane. 5. Use the 'Fit to Window', 'Reduce', 'Magnify' and 'One to One' buttons to change the image view. 6. When you finish, select 'Close'. 110 Océ Engineering Exec Web Client

111 How to view document properties from the Job Ticket page Introduction From the document list of the 'Job Ticket' page, a user can look at the properties of any document in the current print job. View document properties 1. Click the check box to the left of the document or documents to look at the document properties. You can select one or more documents. Click the check box to the left of the 'Select' menu to select all the documents. 2. Click the 'Select' menu. 3. Select 'Go to Document Properties'. The 'Document Properties' window displays. [46] Document Properties window [46] Document Properties window 4. Select a document on the left side of the 'Document Properties' window. 5. Select the 'Attributes' and 'Change Status' links to look at the properties of the document. 6. Repeat steps 4 and 5 for each document. 7. Click 'Close' after you look at the properties. Job Ticket Web Page 111

112 Document Properties window Introduction The title bar of the 'Document Properties' window contains the 'General', 'Attributes' and 'Change Status' links for the document selected in the left pane. The General Link You can look at the properties of the 'General' link, but you cannot edit the properties. The 'General' link displays the following properties. [12] General Link of the Document Properties window Property 'Class' 'Description' 'Internal System Name' 'Created by' 'File Type' 'Size' 'Date Created' 'Date Edited' Function The class name of the document. The class description of the class of the document. The Object_Name that is defined for the class. The user name of the user who added the document to the vault. The original file type of the document. The original size of the document. The date that the document was imported into the vault. The date that the attributes of the document were last edited. [12] General Link of the Document Properties window Attribute Values The 'Attributes' link displays the attribute values for the selected document. The class of the document establishes the attributes that display. Users can see the attributes and edit some of the attributes on the 'Attributes' link. Change Status The 'Change Status' link displays the 'Internal System Name' and the 'Change Status Text'. You cannot edit the 'Internal System Name', but you can edit the 'Change Status Text'. 112 Océ Engineering Exec Web Client

113 How to edit document properties from the Job Ticket page Introduction The users can edit the attributes of any document contained in the current print job from the 'Job Ticket' page. Edit document properties 1. Look at the document properties. 2. Click the 'Attributes' link. [47] Document Properties window - Attributes link [47] Document Properties window - Attributes link 3. Make the changes to the attribute values. 4. Click the 'Apply' button to save the changes. Note: You must click the 'Apply' button before you move to another link or close the window. The changes do not save until the 'Apply' button is clicked. Job Ticket Web Page 113

114 5. Click the 'Change Status' link. [48] Document Properties window - Change Status link [48] Document Properties window - Change Status link 6. Make the changes to the 'Change Status Text'. 7. Click the 'Apply' button to save the changes. 8. Click 'Close' after you edit the properties. 114 Océ Engineering Exec Web Client

115 Document Comments Window Introduction When you open the 'Document Comments' window, the comments for a selected document display. The comments order from most current to the oldest on the right side of the window. Left Pane The left side of the 'Document Comments' window displays the documents. When you select a document, all revisions of the document display below the document. You must select one document before you can add or view 'Document Comments'. You cannot select more than one document at the same time. Use the scroll bars or maximize the 'Document Comments' window as needed. Right Pane The right side of the 'Document Comments' window displays the comments added with the 'Add Comments' function and the 'User Comments' and 'System Comment' added for 'Check In', 'Check Out' and 'Undo Check Out'. Use the scroll bars to move through the comments of the selected document. Job Ticket Web Page 115

116 How to view and add document comments Introduction The 'Document Comments' function is available in the Océ Engineering Exec Web Client from the 'Folders', 'Vault Search', and 'Job Ticket - Documents' web pages. This function allows a user to look at and add comments to a document. View Document Comments 1. Click the check box to the left of the document or documents to look at the document comments. You can select one or more documents. Click the check box to the left of the 'Select' menu to select all documents. 2. Click the 'Select' menu. 3. Select 'Go to Document Comments'. The 'Document Comments' window displays. 4. Select a document on the left side of the 'Document Comments' window. All revisions for the selected document display in a list below the document. 5. Select a revision. The comments for the selected revision display. 6. Add comments to the document or click 'Close' to exit the 'Document Comments' window. Illustration [49] Document Comments Window [49] Document Comments Window 116 Océ Engineering Exec Web Client

117 Add Document Comments 1. View the document comments. 2. Click the 'Add Comments' link. 3. Enter text in the empty text field. 4. Click the 'Apply' button to save the changes. Note: You must click the 'Apply' button before you move to another link or close the window. The changes do not save until the 'Apply' button is clicked. Job Ticket Web Page 117

118 How to view folder properties from the Job Ticket page Introduction The users can look at the properties of any folder that is contained in the current print job from the 'Job Ticket' page. View folder properties 1. Click the check box to the left of the folder or folders to look at the folder properties. You can select one or more folders. 2. Click the 'Select' menu. 3. Select 'Go to Folder Properties'. The 'Folder Properties' window displays. [50] Folders Properties window - General link [50] Folders Properties window - General link 118 Océ Engineering Exec Web Client

119 4. Select a folder on the left side of the 'Folder Properties' window. 5. Select the 'Assigned Views' link to look at the properties of the folder. [51] Folders Properties window - Assigned Views link [51] Folders Properties window - Assigned Views link 6. Repeat steps 4 and 5 for each folder. 7. Click 'Close' after you look at the properties. Job Ticket Web Page 119

120 Folder Properties window Introduction The title bar of the 'Folder Properties' window contains the 'General' and 'Assigned Views' links for the folder selected in the left pane. The General Link You can look at the information in the 'General' link, but you cannot edit the values. [13] General Link of the Folder Properties window Property 'Folder Name' 'Folder Description' 'Scope' 'Import Default Class' Function The folder name that was created in the 'Doc Exec Pro' application. The folder description that was created in the 'Doc Exec Pro' application. The scope of the folder that was created in the 'Doc Exec Pro' application. The folder has either a world or user scope. The folders with a world scope are available to all users. The folders with a user scope are available only to the user who created the folder. The default class name of documents added to the folder. [13] General Link of the Folder Properties window Assigned Views When a view is assigned to a folder, the 'Assigned Views' link displays the name of the view that is assigned to the selected folder. 120 Océ Engineering Exec Web Client

121 Recipients Job Ticket - Recipients page Introduction The 'Job Ticket - Recipients' page contains the 'Available Recipients' list, 'Recipient Name' list, 'Add Recipients' button, 'Recipient Formatting' button, 'Remove Recipient' button and 'Apply' button Illustration [52] Job Ticket - Recipients page [52] Job Ticket - Recipients page Recipients From the 'Job Ticket - Recipients' page, the user can do the following tasks. Add and remove the print job recipients Select queues, set copies, media size and media type Set the recipient formatting, finishing, margins, stamps, watermarks and edges Job Ticket Web Page 121

122 User Recipient Settings A default recipient and default queue, media size, media type, account number and finishing for the recipient are set from the 'User Settings' page. These defaults are for the user who is logged on the web client. Recipient A recipient is a user that is assigned to receive the printed job. You can assign one or more recipients to receive the printed job. Job Ticket - Recipients items [14] Job Ticket - Recipients items Item 'Available Recipients' list 'Recipient Name' list 'Add Recipients' button 'Recipient Formatting' button 'Remove Recipient' button 'Apply' button Description This list displays all recipients in the system who are available to the user. This list displays the recipients of the current print job to the right of the 'Available Recipients' list. From the list, the user can set the print job queue, quantity, media size, media type and account number for each recipient. Use this button to add selected recipients to the current print job. This button allows the user to set the formatting, finishing, margins, stamp, watermark and edges options for the recipients of the current print job. Use this button to remove selected recipients from the current print job. Use this button to save the changes to the print options of the recipients. [14] Job Ticket - Recipients items 122 Océ Engineering Exec Web Client

123 How to add recipients to print jobs Introduction Before you submit your print job, you must add the recipients to your print job. Add recipients to a print job 1. Select the check box to the left of one or more recipients in the 'Available Recipients' list. To select all available recipients, select the check box to the left of the title 'Available Recipients'. 2. Click the 'Add Recipients' button. The selected recipients are added to the print job and the recipients display in the 'Recipient Name' list. [53] Recipient Name list with a required recipient account number [53] Recipient Name list with a required recipient account number When the recipient requires an account number, the recipient displays in red in the 'Recipient Name' list and the 'Account Number' field is highlighted in red. A message displays in red that indicates an account number is required. 3. Enter an account number in the 'Account Number' field for the required recipients. Job Ticket Web Page 123

124 How to set the recipient print options Introduction The recipient print options are set from the 'Recipient Name' list. The fields of the 'Recipient Name' list fill with the default options for the recipient. You can change any of the option values. Change the recipient print options 1. Add recipients to the print job. 2. Select a queue to receive the print job for the recipient from the 'Queues' drop-down list. 3. Enter the number of print sets to print for the recipient in the 'Set Qty' field. 4. Select a media size to print the print job on for the recipient from the 'Media Size' drop-down list. 5. Select a media type to print the print job on for the recipient from the 'Media Type' drop-down list. 6. Enter an account number for the print job in the 'Account Number' field. 7. Click the 'Apply' button to save the changes. 124 Océ Engineering Exec Web Client

125 The Pickup queue Introduction You can select the 'Pickup' queue from the queue list for one or more recipients. If you select the 'Pickup' queue, you must enter a pickup queue password when you submit the print job. Note: The pickup password is not set from the 'Job Ticket - Recipients' page. You set the password after you submit the print job. The following procedure describes how to set the pickup password after you click the 'Submit Job' button. Set the Pickup password 1. After you click on the 'Submit Job' button of the 'Job Ticket' page, the 'Set Pickup Password' box displays in the center of the web page. Enter a password in the 'Password' field. [54] Set Pickup Password box [54] Set Pickup Password box 2. Enter the same password in the 'Password Confirmation' field. 3. Click the 'Apply' button to complete the submission of the print job. Note: To return to the job ticket and not submit the print job, click the 'Cancel' button on the 'Set Pickup Password' box. A dialog box displays to confirm the cancellation. Click the 'OK' button. The 'Job Ticket' page displays and the print job is not submitted. Job Ticket Web Page 125

126 How to modify recipient formatting options Note: After changes are made to any 'Recipient Formatting' options, the user must click the 'Apply' button before the user selects another link. If the user does not click the 'Apply' button, the changes are not saved. Set recipient formatting 1. Select the check box next to one recipient on the 'Job Ticket - Recipients' page to change the formatting for only that recipient. Select the check box next to more than one recipient to change the formatting for all selected recipients. Select the check box to the left of 'Recipient Name' to select all recipients. 2. Click the 'Recipient Formatting' button. The 'Recipient Formatting - Formatting' pane displays on the 'Job Ticket - Recipients' page. 3. Change the options as required on the 'Formatting' link. Note: You must click the 'Apply' button before you move to another link. 4. Click the 'Finishing', 'Margins', 'Stamps', 'Watermarks' and 'Edges' links to change the options. Click the 'Apply' button after the changes are completed on each link. 5. Click 'Recipients' in the 'Job Ticket - Recipients' title bar to close the 'Recipient Formatting' pane. 126 Océ Engineering Exec Web Client

127 Recipient Formatting options Introduction After the recipients are added to the print job, you can set the recipient formatting. The recipient formatting options allow you to adjust how the printed documents appear for each recipient. The capabilities of the selected printer limits the options. Recipient Formatting links The 'Recipient Formatting' pane contains 6 links 'Formatting', 'Finishing', 'Margins', 'Stamps', 'Watermarks' and 'Edges'. The user enters user defined information or selects from custom and system defined values. Job Ticket Web Page 127

128 Recipient Formatting - Formatting page Introduction The user defines the formatting options for a indicated recipient, a group of recipients or all recipients from the 'Recipient Formatting - Formatting' page. Illustration [55] Recipient Formatting - Formatting [55] Recipient Formatting - Formatting Default Values When a setting has the value 'Default', the system default value is used for the setting. Recipient Notes Add notes for the recipient in this field. The 'Recipient Notes' field allows a maximum of 255 alphanumeric and special characters. Set Quantity Set the number of copies to print in this field. The 'Set Quantity' field allows the number values between 1 and Océ Engineering Exec Web Client

129 Media Size The 'Media Size' selects the size of the media on which the documents prints. When the 'Media Size' is 'Original', the documents print on the paper size for which the documents were intended. The selections in the 'Media Size' drop-down list depend on the sizes of media available and installed on your system. Examples of 'Media Size' values include the following. 'Original' 'A ANSI', 'B ANSI', 'C ANSI', 'D ANSI' and 'E ANSI' 'A ARCH', 'B ARCH', 'C ARCH', 'D ARCH' and 'E ARCH' 'A0-A4' Custom sizes Media Type The 'Media Type' is the type of media on which the documents print. Make sure the selected media is installed on your printer. Examples of 'Media Type' values include the following. 'Cover Stock' 'Drilled' 'Paper' 'Precut Tab' 'Transparency' 'Vellum' Image Size The 'Image Size' selects the size of the printed image. The following table describes the values of the 'Image Size' option. [15] Image Size Values Value 'Original' 'Match Paper' The sizes Description The image prints at the original size of the image. The original size of the image resizes to match the paper size. The image prints at the selected size. The sizes are the same sizes as the sizes defined for 'Media Size'. Use a size that is smaller than the 'Media Size' selected. [15] Image Size Values Job Ticket Web Page 129

130 Image Scaling The 'Image Scaling' selects how the documents change to fit the selected size of media. The following table describes the values of the 'Image Scaling' option. [16] Image Scaling values Value 'Exact Fit' 'Reduce to Fit' 'Scale to Fit' Description Indicates that the document only prints when the size of the media matches the size of the document. The document will not print if the size of the media does not match the original size of the document. Decreases the image to fit the 'Media Size' selected. Changes the image to match the 'Media Size' selected. The 'Image Size' setting is cancelled. [16] Image Scaling values Note: When you use the leading and trailing edges, set 'Image Scaling' to 'Exact Fit'. Image Alignment The 'Image Alignment' is the position of the image on the printed page. The values of the 'Image Alignment' option include the following. 'Top Left', 'Top Center', 'Top Right' 'Left Center' 'Middle' 'Right Center' 'Bottom Left', 'Bottom Center', 'Bottom Right' Image Rotation The 'Image Rotation' controls how the document is printed on the page compared to how the document is stored on disk. The values of the 'Image Rotation' option include the following Océ Engineering Exec Web Client

131 Recipient Formatting - Finishing page Introduction The user defines the finishing options for a indicated recipient, a group of recipients or all recipients from the 'Recipient Formatting - Finishing' page. Illustration [56] Recipient Formatting - Finishing [56] Recipient Formatting - Finishing Default Values When a setting has the value 'Default', the system default value is used for the setting. Paper Source The 'Paper Source' assigns where the media is selected for the printed document. The values of the 'Paper Source' option include the following. 'Auto' 'Roll 1, Roll 2, Roll 3, Roll 4, Roll 5, Roll 6' 'Tray 1, Tray 2, Tray 3, Tray 4, Tray 5, Tray 6' 'Manual Feed' Job Ticket Web Page 131

132 Quality The quality is the grade of the printed document. The values of the 'Quality' option include the following. 'Draft' 'Normal' 'Final' Print Orientation The 'Print Orientation' selects how the document prints compared to the media selected. The following table describes the values of the 'Print Orientation' option. [17] Print Orientation Values Value 'Best' 'Landscape' 'Portrait' 'Productive' Description Selects the best orientation compared to the total surface area of the document. Prints across the wider side of the paper. Prints across the narrow side of the paper. Tries to print 'Landscape' to decrease the amount of media used. [17] Print Orientation Values Roll / Tray Select The 'Roll / Tray Select' controls how the media roll or tray is selected when the job is sent to print. The following table describes the values of the 'Roll / Tray Select' option. [18] Roll / Tray Select values Value 'Best Fit' 'Exact' Description The roll or tray that contains the media that fits the document best compared to the total surface of the document is selected. The roll or tray that contains the media that matches the size of the original document. 132 Océ Engineering Exec Web Client

133 Value 'Next Larger' 'Next Smaller' Description The roll or tray that contains the media that is a size larger than the original document is selected. The roll or tray that contains the media that is a size smaller than the original document is selected. [18] Roll / Tray Select values Cut Type The 'Cut Type' selects how the document is cut. The values depend on the printer. The values of the 'Cut Type' option include the following. The 'Best' setting selects between 'Plot Size' and 'Standard Size'. The system assigns the selection by the image size and the media on which the document will print. The 'Plot Size' setting adjusts the media to adapt to the size of the original image. The 'Standard Size' setting matches the size of the media output to the size of a standard media definition. The 'Standard Size Split' setting divides the image output to fit on many sheets that match the size of the selected standard media definitions. Note: When you use leading and trailing edges, set the 'Cut Type' to 'Plot Size'. Job Ticket Web Page 133

134 Duplex 'Duplex' selects if the documents that contain more than one page print on both sides of the assigned media. The following table describes the values of the 'Duplex' option. [19] Duplex Values Value 'None' 'Long Side' 'Short Side' Description The documents that contain more than one page print on one side of the assigned media. The documents that contain more than one page print on both sides of the assigned media with the long side of the media as the binding edge. The documents that contain more than one page print on both sides of the assigned media with the short side of the media as the binding edge. [19] Duplex Values Media Color The 'Media Color' selects the color of the media on which the documents print. The values of the 'Media Color' option include the following. White Yellow Blue Green Pink Red Orange 'Clear' 134 Océ Engineering Exec Web Client

135 Binding Type The 'Binding Type' controls if your document is bound and how your document binds. The values of the 'Binding Type' option include the following. 'None' 'Staple Portrait', 'Staple Landscape', 'Staple Dual Landscape' 'Spiral' 'Vello' 'Saddle Stitch' 'Wire-O' 'Coil' 'Perfect' 'Lay Flat' 'Case' 'Reinforce' '2 Hole', '3 Hole' Finishing The 'Finishing' controls the final form of the printed document. The values of the 'Finishing' option include the following. 'Flat' 'Folded' 'Z Folded' 'Rolled' 'Fold Afnor' 'Fold Ericsson' Sort 'Sort' is the method that you require the files in your print job separated. The 'Sort' options include the following. 'Sort by Doc' 'Sort by Set' Folding Binding Edge The 'Folding Binding Edge' selects the amount of space added to the binding edge of the printed document. The 'Folding Binding Edge' defaults to 0 inches. Job Ticket Web Page 135

136 Output Location The 'Output Location' selects where the printed document goes. Examples of 'Output Location' values include the following. 'Belt 1', 'Belt 2', 'Best Belt' 'Front' 'Rear' 'Stacker Continuous', 'Stacker Per Job', 'Stacker Per Set' 'Bin 1, Bin 2, Bin 3, Bin 4, Bin 5, Bin 6' 'First Fold Tray' 136 Océ Engineering Exec Web Client

137 Recipient Formatting - Margins page Introduction The user defines the margins for a indicated recipient, a group of recipients or all recipients from the 'Recipient Formatting - Margins' page. When you apply the changes to the margin options, the right side displays the changes. Illustration [57] Recipient Formatting - Margins [57] Recipient Formatting - Margins Margins [20] Margin Options Option 'Top', 'Bottom', 'Left' and 'Right' fields 'Units' Description The margins default to inches or in metric. The margin fields allows the number characters and the period character with a maximum of 6 characters. This field displays the units of measurement. Users cannot edit the 'Units' field. [20] Margin Options Job Ticket Web Page 137

138 Recipient Formatting - Stamps page Introduction The user defines the stamp options for a indicated recipient, a group of recipients or all recipients from the 'Recipient Formatting - Stamps' page. Illustration [58] Recipient Formatting - Stamps [58] Recipient Formatting - Stamps Default Values When a setting has the value 'Default', the system default value is used for the setting. Stamp Text The 'Stamp Text' is the information contained in the stamp. Select the variables and the document attributes from the 'Variables' list or enter alphanumeric characters, like spaces and commas, into the 'Stamp Text' list box. You can use a collection of variables and text. To include the variables or the document attributes in your stamp, double-click the required entry in the 'Variables' list. To enter text, click in the 'Stamp Text' list box and enter the information. 138 Océ Engineering Exec Web Client

139 Variables System variables are defined document parameters that you can include in your stamp. The attributes that appear in the 'Variables' list change according to the class attributes that are assigned to your document class. You can add both the system variables and class attributes to your stamp text. Double-click the variable or attribute to add the selection to the 'Stamp Text' list box. Job Ticket Web Page 139

140 System Variables Each variable corresponds to an Engineering Exec option. [21] System Variables Variable ALIGNMENT CURRENT_DOC_SEQ CUT_TYPE DOC_NAME IMAGE_SCALING IMAGE_SIZE JOB_NAME MEDIA_SIZE MEDIA_TYPE OBJ_CHANGE_STATUS Description The value of the 'Image Alignment' option The order the document prints compared to the other documents in the print job The value of the 'Cut Type' option. The name of the document The value of the 'Image Scaling' option The value of the 'Image Size' option The name of the print job The value of the 'Media Size' option The value of the 'Media Type' option The text as entered in the 'Object Change Status' ORIENTATION PRINT_DATE PRINT_TIME RECIPIENT_NAME REVISED_AS ROLL_SELECT SET_COPIES SUBMIT_DATE SUBMIT_TIME SUBMITTER_NAME TOTAL_DOCS TOTAL_RECIPS The value of the 'Print Orientation' option The date the document printed The time the document printed The name of the print job recipient The revision value of the document. The value of the 'Roll / Tray Select' option The number of copies of the document to print The date the print job was submitted The time the print job was submitted The name of the user that submitted the print job The number of documents in the print job The number of recipients in the print job [21] System Variables 140 Océ Engineering Exec Web Client

141 [22] Class Attributes Attribute DOCUMENT_DESCRIPTION DOCUMENT_NAME DOCUMENT_NUMBER DOCUMENT_REVISION DOCUMENT_TYPE FRAMENUM RELATEDDOCID SHEETNUM User input value A description entered for the document by the user The name assigned to the document by the user The number assigned to the document by the user The revision number assigned to the document by the user The image type assigned to the document by the user The frame number assigned to the document by the user The related document identification assigned to a document of the electronic change notice class The sheet number assigned to the document by the user [22] Class Attributes Stamp Size The 'Size' field of the 'Stamp Settings' section sets the font size of the characters in the stamp. The 'Size' can be a minimum of 5 points and a maximum size of 72 points. Location The 'Location' field of the 'Stamp Settings' section sets where in the margin of the document the stamp appears. The values of the 'Location' option include the following. 'Top Left', 'Top Center', 'Top Right' 'Bottom Left', 'Bottom Center', 'Bottom Right' 'Left Center' 'Right Center' 'Upper Left', 'Upper Right' 'Lower Left', 'Lower Right' Job Ticket Web Page 141

142 Color The 'Color' field of the 'Stamp Settings' section sets the shade of the stamp. The values of the 'Color' option include the following. 'Black' 'Gray' 'Dark Gray' 'Light Gray' 142 Océ Engineering Exec Web Client

143 Recipient Formatting - Watermarks page Introduction The user defines the watermark options for a indicated recipient, a group of recipients or all recipients from the 'Recipient Formatting - Watermarks' page. Illustration [59] Recipient Formatting - Watermarks [59] Recipient Formatting - Watermarks Default Values When a setting has the value 'Default', the system default value is used for the setting. Job Ticket Web Page 143

144 Watermark Text The 'Watermark Text' is the information contained in the watermark. Select the variables and the document attributes from the 'Variables' list or enter alphanumeric characters, like spaces and commas, into the 'Watermark Text' list box. You can use a collection of variables and text. To include the variables or the document attributes in your watermark, double-click the required entry in the 'Variables' list. To enter text, click in the 'Watermark Text' list box and enter the information. Variables System variables are defined document parameters that you can include in your watermark. The attributes that appear in the 'Variables' list change according to the class attributes that are assigned to your document class. You can add both the system variables and class attributes to your watermark text. Double-click the variable or attribute to add the selection to the 'Watermark Text' list box. Watermark Size The 'Size' field of the 'Watermark Settings' section sets the size of the characters in the watermark. The 'Size' can be a minimum of 5 points and a maximum of 864 points. 144 Océ Engineering Exec Web Client

145 System Variables Each variable corresponds to an Engineering Exec option. [23] System Variables Variable ALIGNMENT CURRENT_DOC_SEQ CUT_TYPE DOC_NAME IMAGE_SCALING IMAGE_SIZE JOB_NAME MEDIA_SIZE MEDIA_TYPE OBJ_CHANGE_STATUS ORIENTATION PRINT_DATE PRINT_TIME RECIPIENT_NAME REVISED_AS ROLL_SELECT SET_COPIES SUBMIT_DATE SUBMIT_TIME SUBMITTER_NAME TOTAL_DOCS TOTAL_RECIPS Description The value of the 'Image Alignment' option The order the document prints compared to the other documents in the print job The value of the 'Cut Type' option. The name of the document The value of the 'Image Scaling' option The value of the 'Image Size' option The name of the print job The value of the 'Media Size' option The value of the 'Media Type' option The text as entered in the 'Object Change Status' The value of the 'Print Orientation' option The date the document printed The time the document printed The name of the print job recipient The revision value of the document. The value of the 'Roll / Tray Select' option The number of copies of the document to print The date the print job was submitted The time the print job was submitted The name of the user that submitted the print job The number of documents in the print job The number of recipients in the print job [23] System Variables Job Ticket Web Page 145

146 [24] Class Attributes Attribute DOCUMENT_DESCRIPTION DOCUMENT_NAME DOCUMENT_NUMBER DOCUMENT_REVISION DOCUMENT_TYPE FRAMENUM RELATEDDOCID SHEETNUM User input value A description entered for the document by the user The name assigned to the document by the user The number assigned to the document by the user The revision number assigned to the document by the user The image type assigned to the document by the user The frame number assigned to the document by the user The related document identification assigned to a document of the electronic change notice class The sheet number assigned to the document by the user [24] Class Attributes Location The 'Location' field of the 'Watermark Settings' section sets where on the document the watermark appears. The values of the 'Location' option include the following. 'Top Left to Bottom Right' 'Top Left', 'Top Center', 'Top Right' 'Bottom Left to Top Right' 'Bottom Left', 'Bottom Center', 'Bottom Right' 'Left Center' 'Right Center' 'Upper Left', 'Upper Right' 'Lower Left', 'Lower Right' 146 Océ Engineering Exec Web Client

147 Color The 'Color' field of the 'Watermark Settings' section sets the shade of the watermark. The values of the 'Color' option include the following. 'Black' 'Gray' 'Dark Gray' 'Light Gray' Job Ticket Web Page 147

148 Recipient Formatting - Edges page Introduction The user defines the edges for a indicated recipient, a group of recipients or all recipients from the 'Recipient Formatting - Edges' page. Illustration [60] Recipient Formatting - Edges [60] Recipient Formatting - Edges Default Values When a setting has the value 'Default', the system default value is used for the setting. Leading Edge The 'Leading Edge' is the first edge of the document to leave the printer. The 'Leading Edge' parameters enable you to select the amount of unused media to add or remove from the leading edge of your document. 148 Océ Engineering Exec Web Client

149 The A Field When you add a leading edge to the print job, you must set the size of the leading edge in the 'A' field, which allows the number characters and the period character with a maximum of 6 characters. Trailing Edge The 'Trailing Edge' is the last edge of the document to leave the printer. The 'Trailing Edge' parameters enable you to select the amount of unused media to add or remove from the trailing edge of your document. Note: Both the 'Leading Edge' and the 'Trailing Edge' parameters are applied after the document is processed. The B Field When you add a trailing edge to the print job, you must set the size of the trailing edge in the 'B' field, which allows the number characters and the period character with a maximum of 6 characters. Units This field displays the units of measurement. Users cannot edit the 'Units' field. Job Ticket Web Page 149

150 How to remove recipients from print jobs Introduction Before you submit a print job, you can remove recipients from the print job. Remove recipients from a print job 1. Select the check box to the left of the recipient on the 'Job Ticket - Recipients' page. 2. Click the 'Remove Recipient' button. The recipient is removed from the print job. 150 Océ Engineering Exec Web Client

151 Job Formatting Job Ticket - Job Formatting page Introduction The 'Job Ticket - Job Formatting' page allows the users to set the formatting options for all of the print job. The job formatting options allow you to adjust how the printed documents appear for the print job. The capabilities of the selected printer limit the available options. Before or after the recipients are added to the print job and the recipient formatting is defined, a user can define the job formatting. The users enter information defined by the user or select from custom and system defined values. Job Formatting From the 'Job Ticket - Job Formatting' page, the user can do the following tasks. Set the print job formatting, finishing, margins, stamps, watermarks and edges User Job Formatting Settings The default media size, media type and finishing for jobs are set from the 'User Settings' page. These defaults are for the user who is logged on the web client. Job Ticket Web Page 151

152 How to set formatting for print jobs Introduction When the changes are made to the print job formatting, the user must click the 'Apply' button before the user selects another link. The changes are not saved if the user does not click the 'Apply' button. Set print job formatting 1. Select 'Job Formatting' from the 'Job Ticket' title bar. The 'Job Ticket - Job Formatting' page displays. The page contains the 'Job Formatting' pane. 2. Change the options as required on the 'Formatting' link. 3. Click the 'Finishing', 'Margins', 'Stamps', 'Watermarks' and 'Edges' links to change the options for each. Click the 'Apply' button before you move to each link. 152 Océ Engineering Exec Web Client

153 Job Formatting - Formatting page Introduction The user sets the formatting options for all of the print job from the 'Job Formatting - Formatting' page. Illustration [61] Job Formatting - Formatting [61] Job Formatting - Formatting Default Values When a setting has the value 'Default', the system default value is used for the setting. Document Notes Add notes for the print job. The 'Document Notes' field allows a maximum of 255 alphanumeric and special characters. Set Quantity Set the number of copies to print in this field. The 'Set Quantity' field allows the number values between 1 and 999. Job Ticket Web Page 153

154 Media Size The 'Media Size' selects the size of the media on which the documents prints. When the 'Media Size' is 'Original', the documents print on the paper size for which the documents were intended. The selections in the 'Media Size' drop-down list depend on the sizes of media available and installed on your system. Examples of 'Media Size' values include the following. 'Original' 'A ANSI', 'B ANSI', 'C ANSI', 'D ANSI' and 'E ANSI' 'A ARCH', 'B ARCH', 'C ARCH', 'D ARCH' and 'E ARCH' 'A0-A4' Custom sizes Media Type The 'Media Type' is the type of media on which the documents print. Make sure the selected media is installed on your printer. Examples of 'Media Type' values include the following. 'Cover Stock' 'Drilled' 'Paper' 'Precut Tab' 'Transparency' 'Vellum' Image Size The 'Image Size' selects the size of the printed image. The following table describes the values of the 'Image Size' option. [25] Image Size Values Value 'Original' 'Match Paper' The sizes Description The image prints at the original size of the image. The original size of the image resizes to match the paper size. The image prints at the selected size. The sizes are the same sizes as the sizes defined for 'Media Size'. Use a size that is smaller than the 'Media Size' selected. [25] Image Size Values 154 Océ Engineering Exec Web Client

155 Image Scaling The 'Image Scaling' selects how the documents change to fit the selected size of media. The following table describes the values of the 'Image Scaling' option. [26] Image Scaling values Value 'Exact Fit' 'Reduce to Fit' 'Scale to Fit' Description Indicates that the document only prints when the size of the media matches the size of the document. The document will not print if the size of the media does not match the original size of the document. Decreases the image to fit the 'Media Size' selected. Changes the image to match the 'Media Size' selected. The 'Image Size' setting is cancelled. [26] Image Scaling values Note: When you use the leading and trailing edges, set 'Image Scaling' to 'Exact Fit'. Image Alignment The 'Image Alignment' is the position of the image on the printed page. The values of the 'Image Alignment' option include the following. 'Top Left', 'Top Center', 'Top Right' 'Left Center' 'Middle' 'Right Center' 'Bottom Left', 'Bottom Center', 'Bottom Right' Image Rotation The 'Image Rotation' controls how the document is printed on the page compared to how the document is stored on disk. The values of the 'Image Rotation' option include the following Job Ticket Web Page 155

156 Pen Set Name The 'Pen Set Name' is the name of the pen set that is applied to the document. Until a 'Pen Set Name' is defined, the only values that appear in the 'Pen Set Name' drop-down list are 'Default', 'None' and 'Pens in File', or 'None' and 'Pens in File'. Layer Set Name The 'Layer Set Name' is the name of the layer set that is applied to the document. Until a 'Layer Set Name' is defined, the only options that appear in the 'Layer Set Name' drop-down list are 'Default' and 'None' or 'None'. 156 Océ Engineering Exec Web Client

157 Job Formatting - Finishing page Introduction The user sets the finishing options for all of the print job from the 'Job Formatting - Finishing' page. Illustration [62] Job Formatting - Finishing [62] Job Formatting - Finishing Default Values When a setting has the value 'Default', the system default value is used for the setting. Paper Source The 'Paper Source' assigns where the media is selected for the printed document. The values of the 'Paper Source' option include the following. 'Auto' 'Roll 1, Roll 2, Roll 3, Roll 4, Roll 5, Roll 6' 'Tray 1, Tray 2, Tray 3, Tray 4, Tray 5, Tray 6' 'Manual Feed' Job Ticket Web Page 157

158 Quality The quality is the grade of the printed document. The values of the 'Quality' option include the following. 'Draft' 'Normal' 'Final' Print Orientation The 'Print Orientation' selects how the document prints compared to the media selected. The following table describes the values of the 'Print Orientation' option. [27] Print Orientation Values Value 'Best' 'Landscape' 'Portrait' 'Productive' Description Selects the best orientation compared to the total surface area of the document. Prints across the wider side of the paper. Prints across the narrow side of the paper. Tries to print 'Landscape' to decrease the amount of media used. [27] Print Orientation Values Roll / Tray Select The 'Roll / Tray Select' controls how the media roll or tray is selected when the job is sent to print. The following table describes the values of the 'Roll / Tray Select' option. [28] Roll / Tray Select values Value 'Best Fit' 'Exact' Description The roll or tray that contains the media that fits the document best compared to the total surface of the document is selected. The roll or tray that contains the media that matches the size of the original document. 158 Océ Engineering Exec Web Client

159 Value 'Next Larger' 'Next Smaller' Description The roll or tray that contains the media that is a size larger than the original document is selected. The roll or tray that contains the media that is a size smaller than the original document is selected. [28] Roll / Tray Select values Cut Type The 'Cut Type' selects how the document is cut. The values depend on the printer. The values of the 'Cut Type' option include the following. The 'Best' setting selects between 'Plot Size' and 'Standard Size'. The system assigns the selection by the image size and the media on which the document will print. The 'Plot Size' setting adjusts the media to adapt to the size of the original image. The 'Standard Size' setting matches the size of the media output to the size of a standard media definition. The 'Standard Size Split' setting divides the image output to fit on many sheets that match the size of the selected standard media definitions. Note: When you use leading and trailing edges, set the 'Cut Type' to 'Plot Size'. Job Ticket Web Page 159

160 Duplex 'Duplex' selects if the documents that contain more than one page print on both sides of the assigned media. The following table describes the values of the 'Duplex' option. [29] Duplex Values Value 'None' 'Long Side' 'Short Side' Description The documents that contain more than one page print on one side of the assigned media. The documents that contain more than one page print on both sides of the assigned media with the long side of the media as the binding edge. The documents that contain more than one page print on both sides of the assigned media with the short side of the media as the binding edge. [29] Duplex Values Media Color The 'Media Color' selects the color of the media on which the documents print. The values of the 'Media Color' option include the following. White Yellow Blue Green Pink Red Orange 'Clear' 160 Océ Engineering Exec Web Client

161 Binding Type The 'Binding Type' controls if your document is bound and how your document binds. The values of the 'Binding Type' option include the following. 'None' 'Staple Portrait', 'Staple Landscape', 'Staple Dual Landscape' 'Spiral' 'Vello' 'Saddle Stitch' 'Wire-O' 'Coil' 'Perfect' 'Lay Flat' 'Case' 'Reinforce' '2 Hole', '3 Hole' Finishing The 'Finishing' controls the final form of the printed document. The values of the 'Finishing' option include the following. 'Flat' 'Folded' 'Z Folded' 'Rolled' 'Fold Afnor' 'Fold Ericsson' Sort 'Sort' is the method that you require the files in your print job separated. The 'Sort' options include the following. 'Sort by Doc' 'Sort by Set' Folding Binding Edge The 'Folding Binding Edge' selects the amount of space added to the binding edge of the printed document. The 'Folding Binding Edge' defaults to 0 inches. Job Ticket Web Page 161

162 Output Location The 'Output Location' selects where the printed document goes. Examples of 'Output Location' values include the following. 'Belt 1', 'Belt 2', 'Best Belt' 'Front' 'Rear' 'Stacker Continuous', 'Stacker Per Job', 'Stacker Per Set' 'Bin 1, Bin 2, Bin 3, Bin 4, Bin 5, Bin 6' 'First Fold Tray' 162 Océ Engineering Exec Web Client

163 Job Formatting - Margins page Introduction The user sets the margin options for all of the print job from the 'Job Formatting - Margins' page. When you apply the changes to the margin options, the right side displays the changes. Illustration [63] Job Formatting - Margins [63] Job Formatting - Margins Margins [30] Margin Options Option 'Top', 'Bottom', 'Left' and 'Right' fields 'Units' Description The margins default to inches or in metric. The margin fields allows the number characters and the period character with a maximum of 6 characters. This field displays the units of measurement. Users cannot edit the 'Units' field. [30] Margin Options Job Ticket Web Page 163

164 Job Formatting - Stamps page Introduction The user sets the stamp options for all of the print job from the 'Job Formatting - Stamps' page. Illustration [64] Job Formatting - Stamps [64] Job Formatting - Stamps Default Values When a setting has the value 'Default', the system default value is used for the setting. Stamp Text The 'Stamp Text' is the information contained in the stamp. Select the variables and the document attributes from the 'Variables' list or enter alphanumeric characters, like spaces and commas, into the 'Stamp Text' list box. You can use a collection of variables and text. To include the variables or the document attributes in your stamp, double-click the required entry in the 'Variables' list. To enter text, click in the 'Stamp Text' list box and enter the information. 164 Océ Engineering Exec Web Client

165 Variables System variables are defined document parameters that you can include in your stamp. The attributes that appear in the 'Variables' list change according to the class attributes that are assigned to your document class. You can add both the system variables and class attributes to your stamp text. Double-click the variable or attribute to add the selection to the 'Stamp Text' list box. Job Ticket Web Page 165

166 System Variables Each variable corresponds to an Engineering Exec option. [31] System Variables Variable ALIGNMENT CURRENT_DOC_SEQ CUT_TYPE DOC_NAME IMAGE_SCALING IMAGE_SIZE JOB_NAME MEDIA_SIZE MEDIA_TYPE OBJ_CHANGE_STATUS ORIENTATION PRINT_DATE PRINT_TIME RECIPIENT_NAME REVISED_AS ROLL_SELECT SET_COPIES SUBMIT_DATE SUBMIT_TIME SUBMITTER_NAME TOTAL_DOCS TOTAL_RECIPS Description The value of the 'Image Alignment' option The order the document prints compared to the other documents in the print job The value of the 'Cut Type' option. The name of the document The value of the 'Image Scaling' option The value of the 'Image Size' option The name of the print job The value of the 'Media Size' option The value of the 'Media Type' option The text as entered in the 'Object Change Status' The value of the 'Print Orientation' option The date the document printed The time the document printed The name of the print job recipient The revision value of the document. The value of the 'Roll / Tray Select' option The number of copies of the document to print The date the print job was submitted The time the print job was submitted The name of the user that submitted the print job The number of documents in the print job The number of recipients in the print job [31] System Variables 166 Océ Engineering Exec Web Client

167 [32] Class Attributes Attribute DOCUMENT_DESCRIPTION DOCUMENT_NAME DOCUMENT_NUMBER DOCUMENT_REVISION DOCUMENT_TYPE FRAMENUM RELATEDDOCID SHEETNUM User input value A description entered for the document by the user The name assigned to the document by the user The number assigned to the document by the user The revision number assigned to the document by the user The image type assigned to the document by the user The frame number assigned to the document by the user The related document identification assigned to a document of the electronic change notice class The sheet number assigned to the document by the user [32] Class Attributes Stamp Size The 'Size' field of the 'Stamp Settings' section sets the font size of the characters in the stamp. The 'Size' can be a minimum of 5 points and a maximum size of 72 points. Location The 'Location' field of the 'Stamp Settings' section sets where in the margin of the document the stamp appears. The values of the 'Location' option include the following. 'Top Left', 'Top Center', 'Top Right' 'Bottom Left', 'Bottom Center', 'Bottom Right' 'Left Center' 'Right Center' 'Upper Left', 'Upper Right' 'Lower Left', 'Lower Right' Job Ticket Web Page 167

168 Color The 'Color' field of the 'Stamp Settings' section sets the shade of the stamp. The values of the 'Color' option include the following. 'Black' 'Gray' 'Dark Gray' 'Light Gray' 168 Océ Engineering Exec Web Client

169 Job Formatting - Watermarks page Introduction The user sets the watermark options for all of the print job from the 'Job Formatting - Watermarks' page. Illustration [65] Job Formatting - Watermarks [65] Job Formatting - Watermarks Default Values When a setting has the value 'Default', the system default value is used for the setting. Job Ticket Web Page 169

170 Watermark Text The 'Watermark Text' is the information contained in the watermark. Select the variables and the document attributes from the 'Variables' list or enter alphanumeric characters, like spaces and commas, into the 'Watermark Text' list box. You can use a collection of variables and text. To include the variables or the document attributes in your watermark, double-click the required entry in the 'Variables' list. To enter text, click in the 'Watermark Text' list box and enter the information. Variables System variables are defined document parameters that you can include in your watermark. The attributes that appear in the 'Variables' list change according to the class attributes that are assigned to your document class. You can add both the system variables and class attributes to your watermark text. Double-click the variable or attribute to add the selection to the 'Watermark Text' list box. 170 Océ Engineering Exec Web Client

171 System Variables Each variable corresponds to an Engineering Exec option. [33] System Variables Variable ALIGNMENT CURRENT_DOC_SEQ CUT_TYPE DOC_NAME IMAGE_SCALING IMAGE_SIZE JOB_NAME MEDIA_SIZE MEDIA_TYPE OBJ_CHANGE_STATUS Description The value of the 'Image Alignment' option The order the document prints compared to the other documents in the print job The value of the 'Cut Type' option. The name of the document The value of the 'Image Scaling' option The value of the 'Image Size' option The name of the print job The value of the 'Media Size' option The value of the 'Media Type' option The text as entered in the 'Object Change Status' ORIENTATION PRINT_DATE PRINT_TIME RECIPIENT_NAME REVISED_AS ROLL_SELECT SET_COPIES SUBMIT_DATE SUBMIT_TIME SUBMITTER_NAME TOTAL_DOCS TOTAL_RECIPS The value of the 'Print Orientation' option The date the document printed The time the document printed The name of the print job recipient The revision value of the document. The value of the 'Roll / Tray Select' option The number of copies of the document to print The date the print job was submitted The time the print job was submitted The name of the user that submitted the print job The number of documents in the print job The number of recipients in the print job [33] System Variables Job Ticket Web Page 171

172 [34] Class Attributes Attribute DOCUMENT_DESCRIPTION DOCUMENT_NAME DOCUMENT_NUMBER DOCUMENT_REVISION DOCUMENT_TYPE FRAMENUM RELATEDDOCID SHEETNUM User input value A description entered for the document by the user The name assigned to the document by the user The number assigned to the document by the user The revision number assigned to the document by the user The image type assigned to the document by the user The frame number assigned to the document by the user The related document identification assigned to a document of the electronic change notice class The sheet number assigned to the document by the user [34] Class Attributes Watermark Size The 'Size' field of the 'Watermark Settings' section sets the size of the characters in the watermark. The 'Size' can be a minimum of 5 points and a maximum of 864 points. 172 Océ Engineering Exec Web Client

173 Location The 'Location' field of the 'Watermark Settings' section sets where on the document the watermark appears. The values of the 'Location' option include the following. 'Top Left to Bottom Right' 'Top Left', 'Top Center', 'Top Right' 'Bottom Left to Top Right' 'Bottom Left', 'Bottom Center', 'Bottom Right' 'Left Center' 'Right Center' 'Upper Left', 'Upper Right' 'Lower Left', 'Lower Right' Color The 'Color' field of the 'Watermark Settings' section sets the shade of the watermark. The values of the 'Color' option include the following. 'Black' 'Gray' 'Dark Gray' 'Light Gray' Job Ticket Web Page 173

174 Job Formatting - Edges page Introduction The user sets the edges for all of the print job from the 'Job Formatting - Edges' page. Illustration [66] Job Formatting - Edges [66] Job Formatting - Edges Default Values When a setting has the value 'Default', the system default value is used for the setting. Leading Edge The 'Leading Edge' is the first edge of the document to leave the printer. The 'Leading Edge' parameters enable you to select the amount of unused media to add or remove from the leading edge of your document. 174 Océ Engineering Exec Web Client

175 The A Field When you add a leading edge to the print job, you must set the size of the leading edge in the 'A' field, which allows the number characters and the period character with a maximum of 6 characters. Trailing Edge The 'Trailing Edge' is the last edge of the document to leave the printer. The 'Trailing Edge' parameters enable you to select the amount of unused media to add or remove from the trailing edge of your document. Note: Both the 'Leading Edge' and the 'Trailing Edge' parameters are applied after the document is processed. The B Field When you add a trailing edge to the print job, you must set the size of the trailing edge in the 'B' field, which allows the number characters and the period character with a maximum of 6 characters. Units This field displays the units of measurement. Users cannot edit the 'Units' field. Job Ticket Web Page 175

176 Job Settings Job Ticket - Job Settings page Illustration [67] Job Ticket - Job Settings [67] Job Ticket - Job Settings Job Settings From the 'Job Ticket - Job Settings' page, the user can do the following tasks. Set the due date and time, priority, passthrough, status and cover page for the print job User Job Settings A default cover page for the job is set from the 'User Settings' page. This default is for the user who is logged on the web client. Default Values When a setting has the value 'Default', the system default value is used for the setting. 176 Océ Engineering Exec Web Client

177 Due Date The 'Due Date' section assigns when the print job will print. Immediate Select the 'Immediate' radio button to release the print job to the queue immediately. Scheduled Select the 'Scheduled' radio button to assign a date and time for the print job to release. Use one of the following methods to enter a date in the 'Date' field. Enter a date. Click on the calendar icon on the right of the 'Date' field. Select a date from the calendar and click the 'OK' button. Enter a time in the 'Time' field. Click the drop-down arrows for the hour, minute and time of day and select the required values from the drop-down lists. Priority 'Priority' indicates when your print job prints compared to other print jobs. The 'Priority' options include the following. 'Low' 'Medium' 'High' All jobs with a priority of 'Medium' print before the jobs with a priority of 'Low', but after all jobs with a priority of 'High'. Status 'Status' indicates the current status of your print job. The 'Status' options include the following. 'Paused' 'Released' Job Ticket Web Page 177

178 Passthrough 'Passthrough' indicates that a document in a print job does not pass through rasterization and goes directly to the printer controller. The indicated document is sent directly to the Océ printer in the native format of the document. The 'Passthrough' options include the following. 'None' is standard rasterization. 'Raw' has no rasterization. The printer commands are attached to the file. Cover Page A cover page is a printed page that identifies a print job, shows each document that is in the print job, and separates more than one job. You can select a cover page to separate your job by recipient, set, or job. A cover page is an option. 178 Océ Engineering Exec Web Client

179 Job Confirmation Job Ticket Confirmation page Introduction After you submit a print job, the 'Job Ticket Confirmation' page displays a summary of the print job. Illustration [68] Job Ticket Confirmation page [68] Job Ticket Confirmation page Job Ticket Web Page 179

180 Job Ticket Confirmation [35] Job Ticket Confirmation Information Information 'Job Name' 'Job Notes' 'Create Date' 'Create Time' 'Due Date' 'Due Time' 'Sort' Description The name defined for the print job on the 'Job Ticket - Documents' page. The notes entered for the print job on the 'Job Ticket - Documents' page. The date the print job was submitted. The time the print job was submitted. The date the print job is due to print. The time the print job is due to print on the due date. The sort information for the print job, set on the 'Job Ticket - Job Formatting' page. 'Priority' The priority of the print job, set on the 'Job Ticket - Job Settings' page. 'Status' The status of the print job, set on the 'Job Ticket - Job Settings' page. 'Cover Page' The cover page setting of the print job, set on the 'Job Ticket - Job Settings' page. 'Passthrough' The passthrough setting of the print job, set on the 'Job Ticket - Job Settings' page. 'Output Location' The output location of the print job, set on the 'Job Ticket - Job Formatting' page. Recipient Information A list of the recipients for the print job displays. The queue and the status of the print job display for each recipient. 'Expand' button Click this button to expand the nodes in the left pane of the 'Job Ticket Confirmation' page. [35] Job Ticket Confirmation Information 180 Océ Engineering Exec Web Client

181 How to view and print the job information Introduction You can look at and print the job formatting settings for the print job from the 'Job Ticket Confirmation' page. Illustration [69] Job Ticket Confirmation - Job Information [69] Job Ticket Confirmation - Job Information Job Ticket Web Page 181

182 View and print the job formatting information 1. Click the plus sign to the left of 'Job Information' in the left pane of the 'Job Ticket Confirmation' page and click the plus sign to the left of 'Job Formatting'. The job formatting, finishing, margins, stamp, watermark and edges settings display in the right pane. The left pane displays the subnodes. You can look at each separate type of setting in the right pane. 2. Select 'Formatting' on the left pane to look at the formatting options on the right pane. 3. Select 'Finishing', 'Margins', 'Stamps', 'Watermarks' and 'Edges' on the left pane to look at the information for the selected option on the right pane. 4. Select 'Job Formatting' on the left pane to look at all settings. 5. Click the 'Print' button to print the information. You can print the information for each node separately. 6. Select a node on the left pane to look at the information for the selection. 7. Click the 'Print' button to print the information for the selected node. 182 Océ Engineering Exec Web Client

183 Recipient Information confirmation Introduction You can look at and print the recipient settings for a submitted print job from the 'Job Ticket Confirmation' page Illustration [70] Job Ticket Confirmation - Recipient print options [70] Job Ticket Confirmation - Recipient print options Job Ticket Web Page 183

184 Recipient Confirmation [36] Recipient Print Options Option 'Queue' 'Set Copies' 'Media Type' 'Media Size' 'Account Number' Description The queue assigned to the recipient for the print job on the 'Job Ticket - Recipients' page. The number of copies set to print for the recipient on the 'Job Ticket - Recipients' page. The type of media assigned to the print job for the recipient on the 'Job Ticket - Recipients' page. The size of media assigned to the print job for the recipient on the 'Job Ticket - Recipients' page. The account number for the recipient for the print job set on the 'Job Ticket - Recipients' page. [36] Recipient Print Options 184 Océ Engineering Exec Web Client

185 How to view and print the recipient information Introduction You can look at the recipient formatting for each recipient. The information is seen as a single list or for each node. View and print the settings for all recipients 1. In the left pane of the 'Job Ticket Confirmation' page, click the plus sign to the left of 'Recipients'. The recipient print options display in the right pane and a list of the print job recipients displays below 'Recipients' in the left pane. 2. Click the plus sign to the left of a recipient under 'Recipients'. Only the print options for the selected recipient display in the right pane. [71] Job Ticket Confirmation - Individual Recipient [71] Job Ticket Confirmation - Individual Recipient Job Ticket Web Page 185

186 3. Select the plus sign to the left of 'Recipient Formatting' to display the formatting information for the selected recipient. [72] Job Ticket Confirmation - Recipient Formatting [72] Job Ticket Confirmation - Recipient Formatting The recipient formatting, finishing, margins, stamps, watermarks and edges settings display in the right pane. The left pane displays the subnodes. You can look at each separate node in the right pane. 4. Select 'Formatting' on the left pane to look at the formatting options on the right pane. 5. Select 'Finishing', 'Margins', 'Stamps', 'Watermarks' and 'Edges' on the left pane to look at the information for the selected option on the right pane. 6. Select 'Recipient Formatting' on the left pane to look at all settings. 7. Click the 'Print' button to print the information. You can also print the information by node. 8. Select a node on the left pane to look at the information for the selection. 9. Click the 'Print' button to print the information for the selected node. 186 Océ Engineering Exec Web Client

187 How to view and print the document information Introduction You can look at and print a status list of the documents in the print job from the 'Job Ticket Confirmation' page. Document Information The documents display by success status. A document either submits with success with the print job or the document does not submit with the print job. View and print document information 1. Click the plus sign to the left of 'Documents' in the left pane of the 'Job Ticket Confirmation' page. The right pane displays a list of the documents in the print job. [73] Job Ticket Confirmation - Documents [73] Job Ticket Confirmation - Documents Job Ticket Web Page 187

188 The documents are divided into two groups, 'Submitted Documents' and 'Failed Documents'. 2. Click the 'Print' button to print the list of documents. 3. Select 'Submitted Documents' on the left pane to look at the documents that submitted with success. The right pane displays the documents that submitted with success with the print job. [74] Job Ticket Confirmation - Submitted Documents [74] Job Ticket Confirmation - Submitted Documents 4. Click the 'Print' button to print a copy of the submitted documents. 5. Select 'Failed Documents' on the left pane to look at the documents that did not submit. The right pane displays the documents that did not submit with the print job. 6. Click the 'Print' button to print a copy of the documents that did not submit. 188 Océ Engineering Exec Web Client

189 How to exit the Job Ticket Confirmation page Introduction After you look at and print the confirmation, you must close the 'Job Ticket Confirmation' page. Do not close the page until you look at and print all information that you require. Exit the Job Ticket Confirmation After a user closes the 'Job Ticket Confirmation' page, the page is not available to the user. Click a main web page link to close the 'Job Ticket Confirmation' page. The user can look at some, but not all, job and recipient options and setting from the 'Job Status' page. Job Ticket Web Page 189

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191 Océ Engineering Exec User Manual Chapter 6 Job Status Web Page 191

192 Job Status web page Introduction Chapter 6 provides the following information. How to look at the job status How to look at the job details How to look at the recipient details How to look at the document status Illustration [75] Job Status page [75] Job Status page Job Status page The 'Job Status' page displays a list of the submitted print jobs and the status of each print job. When the user logged on to the web application is an administrator, the 'Job Status' page displays all print jobs in the system. When the user is not an administrator, only the jobs submitted by the user display. Note: The jobs that are archived or purged do not appear on the 'Job Status' page 192 Océ Engineering Exec Web Client

193 The user can do the following from the 'Job Status' web page. Look at the status of submitted print jobs See a list of the documents, files and recipients contained in a submitted print job Look at the details of the recipients of a submitted print job Look at the details and the status of the documents and the files in a submitted print job Look at the documents and the files in a submitted print job as full size images and as scalable images Job Status The first 'Job Status' page has the 'All Jobs' list and 'Job Status' pane. [37] Job Status items Item 'All Jobs' list 'Created' 'Job Name' 'Submitter' 'Status' 'Queue' Description This list displays the total number of print jobs in the system. When you look at the details of the print jobs, the title of the 'All Jobs' list changes to 'Job Detail', 'Recipient', 'Recipient Detail', 'Document' and 'Document Detail'. This field displays the date the print job was submitted. This field displays the job name that the user defined on the 'Job Ticket' page. This field displays the name of the user who submitted the print job. The name displays last name, first name. This field displays the current status of each print job. The jobs displayed in red have an error status. The jobs displayed in white have a released status. The jobs displayed in blue have a paused status. The jobs displayed in yellow have a pending status. The jobs displayed in green have a processing status. This field displays the print queue set to receive the print job. [37] Job Status items Job Status Web Page 193

194 How to change the view of the Job Status page Introduction Users can sort the print jobs by the date the job was created, job name and submitter. Users can select to look at the print jobs by the job status or queue. Sort the Job Status pane 1. Click the 'Created', 'Job Name' or 'Submitter' column header. The print jobs sort by the selected column. 2. Continue to click the column headers until the print jobs are in the required order. View the print job by job status 1. Select a status from the 'Status' column drop-down list. The name of the 'Status' drop-down list changes to the title of the selected status. 2. To return a view of all print jobs, click 'Status' from the drop-down list. View the print job by queue 1. Select a queue from the 'Queue' column drop-down list. The name of the 'Queue' drop-down list changes to the title of the selected queue. 2. To return a view of all queues, click 'Queue' from the drop-down list. 194 Océ Engineering Exec Web Client

195 Print Status details Introduction When the user selects a name from the 'Job Name' list, the left pane of the 'Job Status' pane has the title 'Job Detail' and the details of the selected print job display. Illustration [76] Job Status details [76] Job Status details Job Status Web Page 195

196 Job Details [38] Job Details Job Detail field 'Job Name' 'Submitted' 'Due' 'Set Copies' 'Priority' 'Status' 'Status Description' 'Recipients' 'Documents' 'Job Notes' Description This field displays the name the user defined on the 'Job Ticket' page. This field displays the date and the time the print job was submitted. This field displays the date and the time the print job is due to print. This field displays the number of copies to print that was set on the 'Job Formatting - Formatting' page. This field displays the priority of the print job that was set on the 'Job Settings' page. This field displays the status of the print job. This field displays a description of the status of the print job. This field displays the total number of recipients for the print job. This field displays the total number of documents in the print job This field displays the notes entered by the user in the 'Job Notes' field of the 'Job Ticket' page. [38] Job Details 196 Océ Engineering Exec Web Client

197 How to view the recipient details Introduction You can look at the recipient setting for each print job. View the recipient details 1. Click the name of the job with the recipients to look at in the 'Job Name' column. 2. Click the icon to the left of 'Recipients'. Each recipient name displays below 'Recipients'. [77] Job Status Recipients [77] Job Status Recipients Job Status Web Page 197

198 The total number of recipients for the selected print job displays in the 'Recipients' pane. 3. Click the recipient name under 'Recipients'. The details for the recipient display in the 'Recipient Detail' pane. [78] Job Status Recipients details [78] Job Status Recipients details 198 Océ Engineering Exec Web Client

199 Recipient details Introduction Users can look at the recipients of a print job and the settings for each recipient of a print job. Recipient details [39] Recipient Details Recipient detail 'Recipient Name' 'Set Quantity' 'Account Number' 'Media Size' 'Media Type' 'Image Size' 'Image Scaling' 'Output Location' 'Finishing' 'Recipient Notes' Description This field displays the name of the recipient. This field displays the number of copies to print for the recipient that was set on the 'Recipient Formatting - Formatting' page. This field displays the account number that was defined on the 'Job Ticket - Recipients' page. This field displays the media size defined for the recipient on the 'Recipient Formatting - Formatting' page. This field displays the media type defined for the recipient on the 'Recipient Formatting - Formatting' page. This field displays the image size defined for the recipient on the 'Recipient Formatting - Formatting' page. This field displays the image scaling defined for the recipient on the 'Recipient Formatting - Formatting' page. This field displays the output location defined for the recipient on the 'Recipient Formatting - Finishing' page. This field displays the finishing defined for the recipient on the 'Recipient Formatting - Finishing' page. This field displays the notes entered for the recipient on the 'Recipient Formatting - Formatting' page. [39] Recipient Details Job Status Web Page 199

200 How to view document details and images Introduction When you look at the details of a document, the 'Select' menu displays in the 'Document Detail' pane. From the 'Select' menu the user can look at a document as a scalable image or a full size image. View the details of a document 1. Click the name of the job with the document in the 'Job Name' column. 2. Click the icon to the left of 'Documents'. [79] Job Status Print Job Documents [79] Job Status Print Job Documents Each document name in the print job displays below 'Documents'. The total number of documents in the print job displays in the 'Documents' pane. 200 Océ Engineering Exec Web Client

201 3. Click the document name under 'Documents'. The document details and the 'Select' menu display in the 'Document Detail' pane. [80] Job Status Document details [80] Job Status Document details View the document as a scalable image or full size image 1. Look at the document details. 2. Click the 'Select' menu. [81] Job Status Select menu [81] Job Status Select menu 3. Select 'View document as scalable image' or 'View document full size'. The 'Document View' window displays. 4. Use the 'Fit to Window', 'Reduce', 'Magnify' and 'One to One' buttons to change the image view. 5. When you finish with the documents and the files, select 'Close' to return to the 'Job Status' page. Job Status Web Page 201

202 Document details Introduction Users can look at the documents of a print job and the settings for each print job document from the 'Job Status' page. Document Detail [40] Document details Document detail 'Document Name' 'Media Size' 'Media Type' 'Image Size' 'Image Scaling' 'Finishing' 'Document Status' 'Status Description' 'Document Notes' Description This field displays the name of the document. This field displays the media size defined for the document on the 'Job Formatting - Formatting' page This field displays the media type defined for the document on the 'Job Formatting - Formatting' page. This field displays the image size defined for the document on the 'Job Formatting - Formatting' page. This field displays the image scaling defined for the document on the 'Job Formatting - Formatting' page. This field displays the finishing defined for the document on the 'Job Formatting - Finishing' page. This field displays the status of the document. This field displays the descriptions of the status of the document. This field displays the notes entered for the document on the 'Job Formatting - Formatting' page. [40] Document details Job Status Select Menu When you look at the details of a document, the 'Select' menu displays in the 'Document Detail' pane. From the 'Select' menu the user can look at a document as a scalable image or a full size image. 202 Océ Engineering Exec Web Client

203 How to refresh the Job Status page Introduction The title bar of the 'Job Status' page contains the 'Refresh' link. Refresh job status 1. Click 'Refresh', to refresh the status of the print job. The 'Job Status' page refreshes and displays the current job status and the 'All Jobs' pane. Job Status Web Page 203

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205 Océ Engineering Exec User Manual Chapter 7 User Setting Web Page 205

206 User Settings web page Introduction The users set their preferences for the web client from the 'User Settings' web page. Illustration [82] User Settings page [82] User Settings page Document Searching The 'Document Searching' section sets what first displays for the user in the 'Vault Search' page. Destination The 'Destination' section sets the default for the recipient of the print job and the queue to receive the print job. The default destination settings display on the 'Recipients' page of the 'Job Ticket' web page. Ticket Information The 'Ticket Information' section sets the default account number, cover page type and the job name prefix for the job tickets. 206 Océ Engineering Exec Web Client

207 Formatting Information The 'Formatting Information' section sets the default media size, media type and finishing for the recipients and print jobs. User Setting Web Page 207

208 Default Document Searching Introduction Set what first displays for you when you open the 'Vault Search' web page in the 'Document Searching' section. Default Class Select the class that first displays when the 'Vault Search' web page is opened. Default Search or View Select the search that first displays when the 'Vault Search' web page is opened. Default Search Page Select to display either the 'Class Search' page or the 'Predefined Searches and Views' page when the 'Vault Search' web page is opened. 208 Océ Engineering Exec Web Client

209 Default Destination Introduction Set the default recipient and queue for your print jobs in the 'Destination' section. Recipient The default 'Recipient' is added to the print job when the job ticket is reset or the user logs back into the system. Submit Queue When the user adds a recipient to a print job, the default 'Submit Queue' is assigned for the recipient. If recipients are not added to the print job, the queue defaults to the 'Pickup' queue. User Setting Web Page 209

210 Default Ticket Information Introduction Set the defaults for the job ticket information of the account number, cover page and job name prefix of your print job in the 'Ticket Information' section. Account Number When a recipient does not have an account number and the recipient is added to a print job, the default 'Account Number' is assigned to the recipient. Cover Pages The cover page selected in the 'Cover Pages' field is applied to all print jobs. When a user sets the cover page to 'Default', the setting for the queue selects the cover page settings. Job Name Prefix The text entered in the 'Job Name Prefix' field displays in the 'Job Name' field of the job ticket for all print jobs. 210 Océ Engineering Exec Web Client

211 Default Formatting Information Introduction Set the defaults for the formatting information of the media size, media type and finishing of your print jobs in the 'Formatting Information' section. Media Size The size of the media in the default 'Media Size' field is applied to the job formatting and the recipient formatting. Media Type The type of the media in the default 'Media Type' field is applied to the job formatting and the recipient formatting. Finishing The type of finishing in the default 'Finishing' field is applied to the job formatting and the recipient formatting. User Setting Web Page 211

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213 Océ Engineering Exec User Manual Chapter 8 Administration Web Page 213

214 Administration web page Introduction Chapter 7 provides the following information. How to set audit rules How to set system wide information How to set image processing rules How to set web navigation rules Illustration [83] Administration page [83] Administration page 214 Océ Engineering Exec Web Client

215 The Administration web page The 'Administration' page is only available to administrators. When a non-administrator user logs on to the web application, the 'Administration' page is not available. An administrator defines audit rules, system wide settings, image processing and web page navigation rules from the 'Administration' page. The left pane of the 'Administration' page displays the administration nodes. To look at the options for a node, the user must click on the plus sign to the left of the node. Only the options of one node display at a time. The options of a node display below the node to look at and in the right pane to edit. Administration Web Page 215

216 Audit Rules Introduction From the 'Audit Rules' node, an administrator enables system wide auditing and sets the auditing options. Illustration [84] Audit Rules of the Administration page [84] Audit Rules of the Administration page 216 Océ Engineering Exec Web Client

217 Audit Rules [41] Audit Rules Setting 'Audit Trail' 'Audit Print Job' 'Audit View Document' 'Audit Export Document' Description When this option is set to 'YES', auditing is allowed. When 'Audit Trail' is set to 'NO', the other audit rules are not available. When this option is set to 'YES', the system records the machine ID, job submitter, time, date, account number and object name of all web print job submissions. When this option is set to 'YES', the system records the application, time, date, machine ID, job submitter, account number and object name of all documents looked at on the web. When this option is set to 'YES', the system records the date, time, machine ID, job submitter, account number and object name of all documents exported with the web application. [41] Audit Rules Administration Web Page 217

218 System Information Introduction The changes to 'Units', 'Activate Welcome Page' and 'Activate Contact Page' begin when all users log off and log back on to the web application. The changes to 'Search Limit', 'To Address' and 'Subject' begin when the Administrator clicks the 'Save System Information File' button. Illustration [85] System Information of the Administration page [85] System Information of the Administration page Units This option sets the units of measurement for the web application. Select between Inches and Metric. The default value of the 'Units' is Inches. Search Limit This option globally sets the maximum number of documents a search can return. Set the limit between 1 and 10,000. The default value of the 'Search Limit' is Océ Engineering Exec Web Client