Basic Planet Press - the ECi Customer Support Portal

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Basic Planet Press
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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
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Basic Planet Press
Planet Press Production
Planet Press Designer
Planet Press Image
Planet Press Fax
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Basic Planet Press
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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
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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
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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)
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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.
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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!
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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.
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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.
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Basic Planet Press How Planet Press Works
• Before Planet Press
TBL Config: P1 = HP LaserJet 6
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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
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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.
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Basic Planet Press
Understanding printers – Planet
Press machine
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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
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Basic Planet Press
Understanding printers – DDMS
server
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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.
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Basic Planet Press
Work flow – WinQueue – The Tree
– Planet Press machine
Paused
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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.
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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
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Basic Planet Press Planet Press Designer
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Basic Planet Press Planet Press Designer
• Document Structure
– Change styles
– Conditions
– Pages/Objects
– Pictures - Logo
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Basic Planet Press Adding Styles (Fonts)
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Basic Planet Press Planet Press Designer
• Workspace
– Move objects
– Add new objects
– Align objects
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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.
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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)
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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
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.
Basic Planet Press
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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
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ECi Confidential & Proprietary - ©2013 eCommerce Industries, Inc.

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