Transcription

Automation EngineQuickStart for Labels 18.1.1User Manual02 - 2020

Automation Engine QuickStart for LabelsContents1. Copyright Notice.42. eLearning Modules.63. Installation.73.1. Copyright Notice.73.2. How to Install Automation Engine 18.1. 83.2.1. Before installing Automation Engine 18.1. 83.2.2. Types of Installations.93.2.3. How to perform the Automation Engine 18.1.1 System Readiness Check.103.2.4. How to install the Esko License Server.103.2.5. How to install the Automation Engine Prerequisite Components. 113.2.6. How to install Automation Engine 18.1.1. 123.2.7. How to install Pilot or Shuttle. 133.2.8. How to open the browser client. 153.3. How to Create a full Backup of Automation Engine 18.1. 163.4. How to Upgrade to Automation Engine 18.1. 163.4.1. Before Upgrading to Automation Engine 18.1. 163.4.2. How to Create a Backup of your Current Automation Engine. 173.4.3. How to Perform the Automation Engine 18.1 System Readiness Check.173.4.4. How to upgrade the Esko License Server Components. 183.4.5. How to Upgrade the Prerequisite Components.183.4.6. How to upgrade Automation Engine software.193.5. How to Upgrade onto a New Server Computer.193.6. How to Repair an Automation Engine Server. 203.7. How to Uninstall Automation Engine Server software. 213.8. How to install the Configuration Manager. 224. Post-Install Configuration.234.1. Configuration when First Using the Browser Client.234.2. Digital Press Configuration and Migration of Resources. 234.2.1. Connecting a Press driven by an Esko DFE (incl. HP L&P Print Server).234.2.2. Connecting a Press driven by an HP Production Pro. 264.3. Known Limitations. 265. Details of the Product's Preparation workflow. 275.1. Preparation Workflow for Digital Printing.275.2. Preparation Workflow for Flexo Printing. 296. Customization. 326.1. Customizing the Proof Report. 32ii

Contents6.2. Customizing Workflows. 347. Frequently Asked Questions. 357.1. Can I use the Browser Client from Outside my Network?.357.2. What about using HTTPS ?. 357.3. Which File Formats can I use for a Product?.367.4. What about Multipage Files?.367.5. Are there More Ways to use the Search Filter?.367.6. Can I Print a Product that is 'Not Ready For Production'?.387.7. Can I still use my Dynamic Mark Sets that use Esko DFE variables?. 387.8. VDP Block Distribution Fill over Rolls.407.9. Can I Change the Proof Template?.407.10. Can I Use Domain Users?. 407.11. Where is Data Stored?.417.12. Can I Remove an Order Material that is in Use in a Job?. 437.13. What happens when I make Changes to a Product that is Used in a Production Job?. 437.14. Can my Browser be in Dark Mode?. 44iii

1Automation Engine QuickStart for Labels1. Copyright Notice Copyright 2019 Esko Software BV, Gent, BelgiumAll rights reserved. This material, information and instructions for use contained herein arethe property of Esko Software BV. The material, information and instructions are providedon an AS IS basis without warranty of any kind. There are no warranties granted or extendedby this document. Furthermore Esko Software BV does not warrant, guarantee or make anyrepresentations regarding the use, or the results of the use of the software or the informationcontained herein. Esko Software BV shall not be liable for any direct, indirect, consequential orincidental damages arising out of the use or inability to use the software or the informationcontained herein.The information contained herein is subject to change without notice. Revisions may be issuedfrom time to time to advise of such changes and/or additions.No part of this document may be reproduced, stored in a data base or retrieval system,or published, in any form or in any way, electronically, mechanically, by print, photoprint,microfilm or any other means without prior written permission from Esko Software BV.This document supersedes all previous dated versions. PANTONE Colors displayed in the software application or in the user documentation maynot match PANTONE-identifiedstandards. Consult current PANTONE Color Publications for accurate color. PANTONE and other Pantone trademarks are the property of Pantone LLC. Pantone LLC, 2015Pantone is the copyright owner of color data and/or software which are licensed to Esko todistribute for use only in combination with Studio Visualizer. PANTONE Color Data and/orSoftware shall not be copied onto another disk or into memory unless as part of the executionof Studio Visualizer.This software is based in part on the work of the Independent JPEG Group.Portions of this software are copyright 1996-2002 The FreeType Project (www.freetype.org).All rights reserved.Portions of this software are copyright 2006 Feeling Software, copyright 2005-2006 AutodeskMedia Entertainment.Portions of this software are copyright 1998-2003 Daniel Veillard. All rights reserved.Portions of this software are copyright 1999-2006 The Botan Project. All rights reserved.Part of the software embedded in this product is gSOAP software. Portions created by gSOAPare Copyright 2001-2004 Robert A. van Engelen, Genivia inc. All rights reserved.Portions of this software are copyright 1998-2008 The OpenSSL Project and 1995-1998 EricYoung ([email protected]). All rights reserved.This product includes software developed by the Apache Software Foundation (http://www.apache.org/).Adobe, the Adobe logo, Acrobat, the Acrobat logo, Adobe Creative Suite, Illustrator, InDesign,PDF, Photoshop, PostScript, XMP and the Powered by XMP logo are either registeredtrademarks or trademarks of Adobe Systems Incorporated in the United States and/or othercountries.4

Automation Engine QuickStart for LabelsMicrosoft and the Microsoft logo are registered trademarks of Microsoft Corporation in theUnited States and other countries.SolidWorks is a registered trademark of SolidWorks Corporation.Portions of this software are owned by Spatial Corp. 1986 2003. All Rights Reserved.JDF and the JDF logo are trademarks of the CIP4 Organisation. Copyright 2001 The InternationalCooperation for the Integration of Processes in Prepress, Press and Postpress (CIP4). All rightsreserved.The Esko software contains the RSA Data Security, Inc. MD5 Message-Digest Algorithm.Java and all Java-based trademarks and logos are trademarks or registered trademarks of SunMicrosystems in the U.S. and other countries.Part of this software uses technology by Best Color Technology (EFI). EFI and Bestcolor areregistered trademarks of Electronics For Imaging GmbH in the U.S. Patent and TrademarkOffice.Contains PowerNest library Copyrighted and Licensed by Alma, 2005 – 2007.Part of this software uses technology by Global Vision. ArtProof and ScanProof are registeredtrademarks of Global Vision Inc.Part of this software uses technology by Qoppa Software. Copyright 2002-Present. All RightsReserved.All other product names are trademarks or registered trademarks of their respective owners.Correspondence regarding this publication should be forwarded to:Esko Software BVKortrijksesteenweg 1095B – 9051 [email protected]

2Automation Engine QuickStart for Labels2. eLearning Modules All eLearning modules serve as initial training and can be accessed from within the browserclient.They are available (in English) on 8.1/quickstartguide/home.html. This 'user manual' adds more details, answers FAQs and more.Note: The UI of the browser client is available in several languages. Go to user-name # Mypreferences and select one of the listed languages.6

Automation Engine QuickStart for Labels3. Installation3.1. Copyright Notice Copyright 2019 Esko Software BV, Gent, BelgiumAll rights reserved. This material, information and instructions for use contained herein arethe property of Esko Software BV. The material, information and instructions are providedon an AS IS basis without warranty of any kind. There are no warranties granted or extendedby this document. Furthermore Esko Software BV does not warrant, guarantee or make anyrepresentations regarding the use, or the results of the use of the software or the informationcontained herein. Esko Software BV shall not be liable for any direct, indirect, consequential orincidental damages arising out of the use or inability to use the software or the informationcontained herein.The information contained herein is subject to change without notice. Revisions may be issuedfrom time to time to advise of such changes and/or additions.No part of this document may be reproduced, stored in a data base or retrieval system,or published, in any form or in any way, electronically, mechanically, by print, photoprint,microfilm or any other means without prior written permission from Esko Software BV.This document supersedes all previous dated versions. PANTONE Colors displayed in the software application or in the user documentation maynot match PANTONE-identifiedstandards. Consult current PANTONE Color Publications for accurate color. PANTONE and other Pantone trademarks are the property of Pantone LLC. Pantone LLC, 2015Pantone is the copyright owner of color data and/or software which are licensed to Esko todistribute for use only in combination with Studio Visualizer. PANTONE Color Data and/orSoftware shall not be copied onto another disk or into memory unless as part of the executionof Studio Visualizer.This software is based in part on the work of the Independent JPEG Group.Portions of this software are copyright 1996-2002 The FreeType Project (www.freetype.org).All rights reserved.Portions of this software are copyright 2006 Feeling Software, copyright 2005-2006 AutodeskMedia Entertainment.Portions of this software are copyright 1998-2003 Daniel Veillard. All rights reserved.Portions of this software are copyright 1999-2006 The Botan Project. All rights reserved.Part of the software embedded in this product is gSOAP software. Portions created by gSOAPare Copyright 2001-2004 Robert A. van Engelen, Genivia inc. All rights reserved.Portions of this software are copyright 1998-2008 The OpenSSL Project and 1995-1998 EricYoung ([email protected]). All rights reserved.This product includes software developed by the Apache Software Foundation (http://www.apache.org/).73

3Automation Engine QuickStart for LabelsAdobe, the Adobe logo, Acrobat, the Acrobat logo, Adobe Creative Suite, Illustrator, InDesign,PDF, Photoshop, PostScript, XMP and the Powered by XMP logo are either registeredtrademarks or trademarks of Adobe Systems Incorporated in the United States and/or othercountries.Microsoft and the Microsoft logo are registered trademarks of Microsoft Corporation in theUnited States and other countries.SolidWorks is a registered trademark of SolidWorks Corporation.Portions of this software are owned by Spatial Corp. 1986 2003. All Rights Reserved.JDF and the JDF logo are trademarks of the CIP4 Organisation. Copyright 2001 The InternationalCooperation for the Integration of Processes in Prepress, Press and Postpress (CIP4). All rightsreserved.The Esko software contains the RSA Data Security, Inc. MD5 Message-Digest Algorithm.Java and all Java-based trademarks and logos are trademarks or registered trademarks of SunMicrosystems in the U.S. and other countries.Part of this software uses technology by Best Color Technology (EFI). EFI and Bestcolor areregistered trademarks of Electronics For Imaging GmbH in the U.S. Patent and TrademarkOffice.Contains PowerNest library Copyrighted and Licensed by Alma, 2005 – 2007.Part of this software uses technology by Global Vision. ArtProof and ScanProof are registeredtrademarks of Global Vision Inc.Part of this software uses technology by Qoppa Software. Copyright 2002-Present. All RightsReserved.All other product names are trademarks or registered trademarks of their respective owners.Correspondence regarding this publication should be forwarded to:Esko Software BVKortrijksesteenweg 1095B – 9051 [email protected] How to Install Automation Engine 18.1Note: This information is not different from the installation guide of AE 18.03.2.1. Before installing Automation Engine 18.1Before you install Automation Engine 18.1 on your system, prepare or check these topics: 8Check the document Pre-Installation IT Requirements Guide, which is also a chapter in theAutomation Engine Complete Manual, available on http://help.esko.com/products/Automation%20Engine.

Automation Engine QuickStart for Labels Install Automation Engine 18.1 on a "clean" system, where no Esko software has beeninstalled yet. If any other version of Automation Engine was installed already, see thesection How to Upgrade to Automation Engine 18.1 on page 16.You will need the DVD: "Automation Engine 18.1 installation".Note: If you downloaded the software from MySoftware.esko.com, you will need to mount thecorresponding .iso files as virtual DVD, or unpack the .iso files first.Note: Make sure you are aware which type of installation you are doing. This is explained inthe next page, in Types of Installations. Your Windows operating system must be a "Server" typeNote: Windows Server 2008 R2 is only supported for doing an upgrade from a previousversion of Automation Engine. A new install on that OS is no longer supported. Your Windows operating system must be a 64 bit.You need to have Administrator privileges.You need internet access from that server computer.Your computer must meet the minimum requirements for the installation, as described onwww.esko.com/systemrequirements.Make sure your anti-virus software is not blocking the installation or configuration.Microsoft SQL Server 2005, 2008 and 2008 R2 are no longer supported. From AE 16.1on, the Server Admin web page will alert you to that when you run the Server Checks Databases.Automation Engine can use a full SQL Server instead of the default installed Expressedition. Learn more about pro's and con's on this page of the chapter "Pre-Install ITRequirements Guide".You may not have an IIS web server installed on your system.You need software licenses for Automation Engine: a product key file. If you do not have aproduct key file yet, contact Esko Customer Support.3.2.2. Types of InstallationsThe installation procedure will ask you which type of installation you want to do.Attention: Before making these decisions, first learn about the possibilities of differentdatabase servers on this page in the chapter Pre-Install IT Requirements Guide. Standard Installation Automation Engine Master, Device Manager, QuickStart or WebCenter OBGE.These installations also install the default supplied Microsoft SQL Express edition on theAutomation Engine server.Note: A Device Manager is a server software limited to communicating with CDI's orKongsberg table devices. The QuickStart deployment brings a fixed template workflowand offers a browser interface. A WebCenter OBGE (On Board Graphics Engine) is alimited Automation Engine used to calculate the view files for an Esko WebCenter. Thiswill typically be installed on the WebCenter Application Server. Automation Engine Assistant.93

3Automation Engine QuickStart for LabelsThis installs an Automation Engine that you can (later) configure to be used as anAutomation Engine Assistant. This option will not install a Microsoft SQL Express server. Installation for use with an existing Microsoft SQL Server Automation Engine Master, Device Manager or WebCenter OBGE.These installations will use a remote SQL Server that is already available in the network.They will not install a Microsoft SQL Express server. For example: when you are installingan OBGE and you want it to use the SQL Server already used by your (full) WebCenter.Attention: This type of installation includes an embedded mini database serverengine. This embedded engine is not fit for production ; it is a temporary setupuntil you have chosen a different supported database engine.3.2.3. How to perform the Automation Engine 18.1.1 SystemReadiness CheckBefore you install Automation Engine 18.1, a System Readiness Check is required. This checkswhether the operating system is suited for installing and running this Esko product.1. On the DVD, in the section Software installation, click the type of installation that fits yourpurpose (as explained in Types of Installations on page 9).2. In the section Installation, under Instructions, click Run the Automation EngineReadiness Check.3. At the end of the Readiness Check, read the resulting messages carefully.4. If the Readiness Check resulted in any problem, correct it before proceeding.5. Click Exit.6. Proceed to install the Esko License Server.3.2.4. How to install the Esko License ServerUse of the Automation Engine software is protected by licenses. These licenses are distributedas a product key file (in .html). To import the licenses into the Esko License Server, the productkeys in the product key file must be activated using the Activate Server Licenses tool.You need: A product key file for the Automation Engine 18.1 product components. If you do not have aproduct key file yet, contact Esko Customer Support. Internet access, to activate the licenses. An Esko ID in order to activate the licenses. Get one at http://www.esko.com/licensing/CreateAccount.Follow these steps:1. On the DVD, in the section Installation, under Instructions, click Install the LicenseServer Components.2. Install the Esko License Server by clicking Install the Network License Manager.3. Follow the instructions of the installation wizard.10

Automation Engine QuickStart for Labels4. When the installation is finished, click Network License manager Network LicenseManager.5. Local License Manager: If you want to activate the license on your local computer(recommended in case of an Automation Engine Master), follow these steps:a)b)c)d)e)f)g)h)In the Esko Network License Manager, click Activate.Follow the instructions of the Activate License Wizard.When asked how to activate the licenses, choose on-line activation.When asked about the product keys, choose I have a file containing one or moreproduct keys.Click Browse to select the product key file.When asked, fill in your Account Name and Password.Click Finish.The licensed products you can use are now visible in the Esko License Server.Close the License Manager and click Go back in the top-right corner of the page toreturn to the Installation page.6. Remote License Manager: If you are using a remote license manager (typical in case of anAutomation Engine Assistant), you only need to indicate where it is. Follow these steps:a) In the Network License manager, open the Help menu and click License clientconfiguration.b) In the License Client Configuration window, in the field "computer name of the Licenseserver" type in the host name of the license server and click Apply.c) Click Exit.7. Now continue by clicking on Install the prerequisite components.3.2.5. How to install the Automation Engine PrerequisiteComponentsDepending on the products to be installed on this particular system, various components arerequired for installation. The installation wizard for these prerequisite components checks thelicenses, lists the prerequisite components to install, requests confirmation for installation andthen installs the required components.The installation wizard installs the following components: Microsoft Visual Studio Redistributables Esko CAD-X components for Standard and Enterprise Editions.Note: Do not install the CAD-X components when ArtiosCAD is already installed on thatserver. Database Engine for the Automation Engine components (if you choose a StandardAutomation Engine Installation)Follow these steps:1. On the DVD, in the section installation, click Install the Prerequisites Components.2. Follow the instructions of the installation wizard.3. When you choose a Standard installation, when asked to enter a password for the SQLServer, click Use Default to use the default sa password. Or you can enter a Password,113

3Automation Engine QuickStart for Labelsconfirm it and click Use Password to use a different password, for example because of"Strong Password" requirements.Note: During the pre-installation of the Database Engine for Automation Engine, theMicrosoft .NET Framework 4.6.1 will be installed. You may get a warning saying that thesystem needs to be rebooted, followed by a fatal error "The SQL Server instance is notinstalled". If this happens, reboot your server and install the prerequisites again.4. The installation wizard will ask you to close all Esko applications. Click Yes when askedReady to continue?5. Follow the instructions of the installation wizard.6. Click Continue. Click Yes in the Installshield Wizard Complete message window.7. Depending on your activated licenses, the Automation Engine Prerequisite ComponentsFirst Installation process may ask you separately about the CAD-X component installationfor both the Standard Edition component and the Enterprise Edition component. In bothcases, click Yes when asked Ready to continue?.8. Follow the instructions of the installation wizard.9. Click Exit.You will be redirected to the installation page to continue with the next step.3.2.6. How to install Automation Engine 18.1.11. After running the System Readiness Check and installing the License ServerComponents, when all prerequisites are fulfilled, you can start the installation.2. Click the Install Automation Engine 18.1.1 link on the installation page.The Automation Engine 18.1.1 Software Installation wizard will open up.3. Follow the instructions of the installation wizard.4. Read the Software and Data license agreement carefully and select Yes, I accept thelicense agreement.5. When asked to select the products to install on this system, select Automation Engine18.1.1.The group Common Components cannot be deselected and will be installed on allsystems.6. Select the Destination Folder for the chosen products or accept the defaults.7. Follow the instructions of the installation wizard.8. At the end of the installation, click Finish.The pre-installation task checks the password complexity rules and domain policies. If thedefault password for the BGSYSTEM user does not fulfill the requirements, a pop-up dialogrequests a password.During installation, only a BGSYSTEM user is created. This user will be used as AutomationEngine System Account (you can choose to change it later using the System Account page). Aclean installation ends with two empty local user groups: BGUSERS and BGADMIN. Add theBGSYSTEM user to the BGADMIN local user group.12

Automation Engine QuickStart for LabelsNote: Learn more about Users and Groups in the separate chapter Pre-Install IT RequirementsGuide.After installation of Automation Engine, a shortcut named "Automation Engine Client Apps"is put on the desktop of the server computer.Double-click this shortcut to open the Automation Engine Client Apps web page in yourdefault browser.This page describes the two types of Client Applications: Desktop Client Applications (Pilot or Shuttle): These need to be installed on eachworkstation where you want to use Automation Engine.Browser based Client Applications: These run inside the browser and do not need to beinstalled.3.2.7. How to install Pilot or ShuttleThe Automation Engine Client software is distributed via the Server Web Page.Note: Whenever your Automation Engine Server is updated, the Pilot or Shuttle will requestan update. The automatic update mechanism alerts you to update when hot-fixes and minorversion updates (for example 18.1 to 18.1.1) are available. If you are doing a major versionupgrade (for example: 18 to 18.1), you need to re-install the client applications (and whenready, remove the old ones).Note: Installing the Pilot is shown in detail in one of the eLearning modules listed on https://www.esko.com/en/Support/Product?id Automation%20Engine (example on Windows).1. Open your web browser and go to http://servername:9999/ or http://servername,where servername is the name of the computer running Automation Engine serversoftware.2. The first time you install one of the client applications, you will be asked to create anAdministrator account.133

3Automation Engine QuickStart for LabelsOnce you have created the administrator account, you will be directed to either the tab "Client Apps" where you can download Client Applications if you did install aStandard Automation Engine. or to the Create Automation Engine Database page if you did install an AutomationEngine Master for use with an existing Microsoft SQL Server. This is where you thenneed to configure and create your Automation Engine databases.In the Create Automation Engine Database window, select your Microsoft SQL Serverand Instance name, type in the sa password and type in the Database folder and either click create to start the automatic creation and configuration of the databases, or, if you want to create and configure the databases manually, click Continue usingembedded databases.Attention: It is not supported to use Automation Engine with embeddeddatabases in a production environment.Learn more about creating databases for Automation Engine in Creating a Database.Learn more about configuring an Automation Engine database in Automation EngineDatabase.After creation and configuration of the databases, you will be redirected to the Mainpage of the tab "Client Apps", where you can download the client applications.3. Click Download.4. Start the installation by double-clicking the downloaded executable.5. Follow the instructions of the installation wizard.6. Read the Software and Data license agreement carefully and select Yes, I accept thelicense agreement.7. Follow the instructions of the installation wizard.8. At the end of the installation, click Finish.9.

Automation Engine QuickStart for Labels Adobe, the Adobe logo, Acrobat, the Acrobat logo, Adobe Creative Suite, Illustrator, InDesign, PDF, Photoshop, PostScri