Basic Planet Press 1 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Welcome Connect Conference 2013 This is an exciting opportunity for everyone involved. The benefits go beyond just training and education—collaborate with your peers and inspire others around you. educate • collaborate • inspire 2 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Planet Press Production Planet Press Designer Planet Press Image Planet Press Fax 3 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press • • • • • • • • Topics of Discussion Planet Press Overview Benefits of Using Planet Press Getting Organized Sample Data Understanding Printers Form Basics Planet Press Designer Planet Press Configuration 4 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Overview • Planet Press is third-party software – This software is owned by ObjectifLune • DDMS is first call support and provides your primary customer-facing documents: – Invoices – Purchase orders – Pick tickets – Statements 5 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Configuration/Watch Process • DDMS sends a default configuration file. • It includes the following: – Printing process (Supplies/Furniture) – Day end process – Month end process – AF-Master process (Fax/Email) 6 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Benefits With Planet Press, you can: • Save paper by archiving your daily procedures. • Save paper and time by emailing reports rather than printing and distributing them. • Customize messages on emails to customers based on that customer’s assigned salesperson. • Be creative and impress customers with professional-looking documents. 7 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Getting Organized • First decide: – What formats are you currently using? – What new formats do you need? – What documents need to be archived? – What documents need to be emailed? • Then determine: – The formats you need and want. – The special processes you are looking for. • Set it up! 8 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Sample Data • Planet Press takes sample data which is raw text in a format and places an overlay on top before printing. This overlay can contain boxes, lines, shapes, etc. It also allows you to place your logo on your formats. 9 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Understanding Printers • Each physical DDMS printer must – Be installed on the Planet Press machine by IP address • Each virtual Planet Press printer must be added to the DDMS server as a file printer – This printer waits and watches for printing commands. – If hosted the VPN tunnel is used. – If not hosted your network is used. 10 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press How Planet Press Works • Before Planet Press TBL Config: P1 = HP LaserJet 6 11 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press How Planet Press Works • After Work Station DDMS Server TBL Config Virtual printer A PP virtual input printer B (paused) PP machine Physical printer 12 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Understanding Printers 1. Install physical printer on Planet Press machine 2. Create first virtual input file printer on Planet Press machine, share and set as generic/text only. **Virtual printers are added to the Planet Press machine and are setup for the WinQueue Input. They receive the print command from the DDMS machine, then search for the format and real printer in the work flow. 13 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Understanding printers – Planet Press machine 14 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Understanding Printers 3. Create second printer on DDMS server as a local port - pointing to the virtual printer you just shared in Step 2 – Example: \\planet-press machine name\share name • This sends the job from DDMS over to the virtual printer. Acts as a pass through. 4. Add second printer from Step 2 to TBL Config 15 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Understanding printers – DDMS server 16 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Understanding Printers 5. In Planet Press configuration: • Copy an existing printing process or workflow. • Change the input printer at the top (WinQueue) to the printer from Step 2 (virtual input file printer). 6. Change the output printer to the physical printer to which to print. 7. Save and send to work flow. 17 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Work flow – WinQueue – The Tree – Planet Press machine Paused 18 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Form Basics So much more information can be given when using Planet Press including: • Contact information (phone and fax numbers, email addresses, Web URL, etc.) • Terms • How and when your customer can pay you (credit card images) • Appreciation for their order • Where they can provide feedback to you. 19 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Designer Tips With the Planet Press Designer, you can: • Add text • Add data • Add box objects • Apply fonts (Styles) • Align boxes and other objects • Add shading 20 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Planet Press Designer 21 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Planet Press Designer • Document Structure – Change styles – Conditions – Pages/Objects – Pictures - Logo 22 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Adding Styles (Fonts) 23 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Planet Press Designer • Workspace – Move objects – Add new objects – Align objects 24 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Conditions • Conditions can limit the custom formats that you need. For example, you can: – Change logos/addresses based on location. – Change messages based on Prepaid vs. Charge. – Change messages based on Account Number / Status for Terms. – Change messages based on past due status. – Change messages to drivers based on routes. 25 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press Tips • Remember to setup the services to run as administrator • Remember to save any changes to a work flow by sending configuration (orange icon) 26 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press More Information • Call DDMS Support first. • You can find videos here: http://www.ddms.com/support/tutorial/tutorial.htm • You can visit www.objectiflune.com for their FAQ/Knowledge Base. • Documentation is here: http://www.ddms.com/Resources/Support/faq/ utilities/PlanetPress 27 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Basic Planet Press 28 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc. Customer Service & Support Contact Information • Support – 800-366-4778 – Monday – Friday – 7AM-7PM CST • Training – 800-959-3367 Option 5 – professional.services@ ecisolutions.com – Virtual class training – One on One training – Onsite training 29 ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.