InSite Prepress Portal - Master Print · Prepress Portal runs a diagnostic test on your system,...

InSite Prepress PortalSystem

Version 5.0

731-00177E-EN Rev B

Staff Quick Start GuideEnglish

InSite Prepress PortalSystem

Version 5.0

731-00177E-EN Rev B

Staff Quick Start GuideEnglish

Master Print’s

7/2/08

Logging On to InSite Portal On the Login page, type in your username and password. Usernames are generally createdwiththewholefirstname,anunderscoreandthefirstinitialofthelastname. (Example: Bea_M) User access is controlled with strong passwords. Strong passwords are 8 characters with at least one capital letter and a number. (Example: Masterprint1)

Running the System Diagnostics Checkingyousystemdiagnosticstoensurethatitmeetstheserver’ssoftwareand configurationrequirements. PrepressPortalrunsadiagnostictestonyoursystem,includingverifyingtheversionof Sun™Java™softwarethatisinstalled,andanyproxysettings.Theresultsarereported toyou.ItisveryimportanttohavethelatestandmostuptodateinstallmentofJava. Be sure to check the link supplied on the log-in page to run a System Diagnostic

What is InSite PrePress Portal TheKodak® InSitetm PrePress portal system is a web portal to the prepress environment thatletsprintersandtheircustomersworkonasoftproofingworkflowovertheInternet.

Address: http://insite.master-print.com

First time users need to run a Systems Diagnostic test

Download the latest Quickstart User Guides

Check out the SystemRequirementsforyourwebbrowser

Strong passwords: 8 characters with at least one capital letter and a number. Example: Masterprint1

Logging Off of InSite Portal Inthesoftware,besideyournameclicktheX

Getting On-Line Help ForcompleteinstructionsonperforminganactioninInSite. Inthesoftware,besideyournameclickthe?

Viewing jobs Toviewjobsselectthenameofthecustomer,oryoucanrunasearch forthejobnumberorname.Joblistingscanbeviewedbynameorcreationdate.

Viewing jobs – Summary tab TheSummaryviewisoneofthefourtabsavailablewhenselectingajob.Several functions canbedoneinthiswindowsuchas1) Editing Properties, 2) Manage Access and 3) Uploading files.

1) Edit Properties:Basicdetailsaboutthejobsetup,suchasjobdescription,theCSR,and upload processing rules can also be viewed and assigned in this window.

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Viewing jobs – Summary tab (continued)

3a) Uploading Files:Whenauseruploadsfilesorfolderstoajob,thefilesorfoldersarecopiedfrom theuser’scomputerornetworktothejob’sfolderonthejobserver.(SimiliartoFTP) 3b) Uploading Processing Rules:Whenuploadingfiles,theservercanautomaticallyprocessthe filesaccordingtopredefinedrules,calleduploadprocessingrules. Youassociatetheruleswithoneormorejobs(inEditProperties).Whentheprintbuyeruploadsfilesfor ajob,thesoftwarecopiesand/orrefinesthefilesorfoldersbasedontheassociatedrule.

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Browse to locatethefilesorfolders

2) Managing Access:Tocontroltheuser’saccessandabilitytoworkwithcertaincustomersand selectedjobs.Job Rolesdefineactionsinthejobcreationandapprovalworkflow,suchas uploadingfiles

Click to view the user action rights contained in the role.

(Dotted lines means this fieldcanbechanged)

Job Role:Defineactionsinthejobcreation andapprovalworkflow,suchasuploadingfiles.

Viewing jobs – Pages tab Click the Pagestabtoseepagethumbnailsandotherpageinformation. 1) SmartReviewfiles,2) ApproveorRejectpages3) Downloadfilessuchasa lowresolutionPDFandaReportoftheannotationsmadetoaproof.

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Downloads tab TheDownloadstabshowsyoufilesthathavebeenuploadedandfilesyoucandownload. HavecustomersuploadoriginalfilesaswellasaPDFforlasers.

History tab TheHistory tab allows you to view transactions, the upload processing details,andthejobInfoSheets.

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Creating a Customer Account Whenyoucreateacustomeraccount,youaddcustomercontactinformation.InSite automatically assigns you as the Customer CSR. As a Customer CSR, you receive emailnotificationsaboutthecustomer’sactivity. To create a customer account: 1) On the toolbar click Customers 2) Select Create Customer

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Creating a Customer Account (continued)

3) Complete the Create Customer form: a.Typethecustomer’scompanyname.Ifavailable,Providethecompany’s contactinformation

b. SelecttheCustomerCSRsthatshouldreceiveemailnotificationofactivity on this account.

c. Under Automatically Generated Job Name : select Optional-Usercanoptionallyenterjobname. d. Under Automatically Generated Job Name Prefix : Typeincustomersinitials(Boat_US).Theprefixisusedtoautomaticallynamejobscreatedbythiscustomer.Jobswillbenamed“Prefix-n”, where n is an auto-incrementing number.

e. Select the Job Groupfoldertouseforthiscustomer,IftheCustomers Name or initials are not listed under CUSTOMERS call the EPP InSite Administrator to create one.

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Creating a Customer User 1) Select a Customer then choose Administration

2) Create User

3) Fill in User Information

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Add users access to existing customers

Creating a Customer User (continued)

4) User Roles: TheactionsthatausercanperforminInSitePrepressPortaldependon theuser’sroles.Rolesarecollectionsofuserrights.Whenyoucreateormodifyauser’s account,youassignspecificrolestotheuser(ex.Givefinalapprovalforjobs).Theseset ofrightsinadefaultroleareinheritedbyalljobsthattheuserworkson,forallcustomers thattheyareassociatedwith.Theserolescanalsobechangedtobejobspecific.

Admin Role:

Default Job Role:

User Roles

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5) Subscribe to Events: Select additional emailnotificationstosubscribeto.Theseare above and beyond what you would normally receive.

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6a) Access to Jobs: All = Allow access to allcurrent:andfuturejobs Restricted=Torestricttheuser’saccesstospecificjobs.

Creating a Customer User (continued)

6) Manage Access: UserforaCustomer Select a Customer then choose Administration – Manage Access

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ClickonarolenametochooseadifferentJobrole (Dottedlinesmeansthisfieldcanbechanged)

Manage Access:Youcancontrolwhichuserscanworkwithspecificcustomersandjobswithin InSitePrepressPortal.Todothis,youmanage access.

Creating a Customer Job To create a job: 1) OpentheCustomersview,ortheJobsview(CreatingaJobcanbedoneinoneoftwoways) 2a) Customers — Administration — More Actions — Create Job 2b) Jobs — Create Job

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Creating a Customer Job (continued)

3) Job Info: 3a) Job Nameisgeneratedautomaticallywiththeprefixofthecustomersinitialsthat wereassignedwhenthecustomersaccountfolderwascreated,orifknown, type in the Job Number. (See 3d. in Creating A Customer Account) 3b)TypeinthejobsDescription.

4) ToallowotherUserstoaccess thejob,clickAdd Existing Users.

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Click on a role name to choose adifferentJob Role (Dotted line meansthisfieldcanbechanged)

1) Job Code: Type in the Master Print job number.

2) Move to Production: Can be done in one of two ways, Select the job you want to change, a) In the Overview window choose Move to Production.

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Converting a job into a Master Print Job number: Select the customer created job you want to change into a Master Print job number. In the Summary tab, select Edit Properties.

(Just the Job Number)

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or b) In the Summary tab, on the left choose Move to Production.

This action changes the job into a production job and the EPP operator can now work on the files.

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366007_CUSTOMER -157 = Customer made job

Asking Users to Review or Give Final Approval On the Pagestab,youcanselectspecificuserstoreviewspecificpagesortogive finalapprovalforprinting.

To request a review or final approval: 1) IntheJobsview,locatethejobthatyouwant,andclickthePages tab. 2) Click selectunderthepagesthatyouwantreviewedorgivenfinalapproval,or select all. 3) Click Request Approval.

4) Selectthepeopleorgroupswhoyouwanttoreviewthepagesortogivefinalapproval.

5) RequestApproval:ListviewinthePagestabnowshowsyouwhoyourequested reviewsfrom.

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Annotating Pages in Smart ReviewPrerequisite: Your Job Role must include the Annotate right to annotate pages.

1. in the Jobs view, locate the job that you want and click the job name.

2. On the Summary tab, click Smart Review.

Note: On the Pages tab, click on the image thumbnail or click Smart Review.

If you receive an email notification to review or approve pages, click the link in the email message and log in to Prepress Portal. The job’s Pages tab appears. Click Smart Review or click on the image thumbnail.

Select the page you want to review and click Smart Review, or simply click the page thumbnail.

Note: This is an individual Smart Review session.

Click Close to end the Smart Review session.

To view a different page, click the page thumbnail.

Choose Thumbnail or List view.

Dock or undock the page list.

Click the navigation panel to quickly move around the page.

If you review the page and it is not OK or corrections are needed, click Reject Page.

To indicate that yourreview is OK, or that the page is OK, click Approve Page.

If corrections are necessary, use the annotation tools to mark your changes.

Use the navigation tools to zoom, pan, or rotate the image, and to switch between pages.

Smart Review ToolsThe annotation tools that are available depend on your Job Role rights. If a tool that you need to use is not available, ensure that your Job Role includes the Annotate right.

Annotation ToolsThe annotation tools appear on the right side when you open Smart Review. Grey highlighting indicates the tool is in use.

Navigation ToolsThe navigation tools appear below the Smart Review screen, except when you are in Full Screen mode. To show the navigations tools in Full Screen mode, move the mouse.

Pan across the page

Zoom in on an area of the page

Zoom out on an area of the page

Make a text annotation

Add a text stamp

Draw a free-form line

Draw a straight lineDraw a rectangle

Measure a rectangle area

Draw an oval or circle

Measure using the ruler

Position a horizontal guidePosition a vertical guide

Measure color density

Move the annotation toolbar around

Fit the page to the screen width Zoom up to

800%Rotate the image

Versioning (Prinergy only)

View page information

Compare two pages

Go to the previous or next page

Turn separations on and off

Open the Annotation Manager

View a single page or reader spread

Best fit to screen

Show the page at actual size

Switch betweenFull Screen andWindow mode

Joining a Group SessionWhen two or more people review the same page at the same time, it is known as a group session. The number of Smart Review users who are currently viewing the job appears in the upper-right corner of Smart Review. You can join in a group session at any time.

Note: The icon beside a reviewer’s name indicates whether that person is using a calibrated monitor:

To join or leave a group session:

1. Do one of the following:

• In the upper-right corner of Smart Review, click the Group Manager icon

• From the Window menu, select Group Manager.

2. Click Join Session.

3. To leave the session, click Leave Session.

Tip: To open a chat window, from the Window menu, select Chat.

Requesting Corrections to a PageIf you think a page can be corrected, annotate the page in Smart Review and request corrections. To approve or reject a page, see page 17.

Prerequisite: Your Job Role must contain the Approval right to request corrections.

Reviewer’s monitor is color-calibrated.

Reviewer’s monitor is not color-calibrated.

To request corrections to a page:

1. In Smart Review, click Reject Page.

2. Enter a comment to explain the corrections you are requesting.

3. Click OK.

Note: When corrections are requested on a page, an email notification is sent to the staff user assigned to this customer or job, and to anyone else who asked to receive these notifications.

Approving or Rejecting a PageWhen you are satisfied with a page, you can approve it. Reject a page if there are problems with the page that you don't think can be corrected. To request corrections to a page, see the preceding section.

Prerequisite: Your Job Role must include the Give Final Approval right to approve or reject pages.

To approve or reject a page:

1. From the Summary tab, click the Pages tab.

2. Click Select under the pages that you want to approve or reject, or click Select All.

3. Click Approve or Reject.

Note: You can also click Approve Page or Reject Page from Smart Review.

4. Do one of the following steps:

• To approve the pages, select Give Final Approval For Pages.

• To reject the pages, select Reject Pages.

If needed, add a comment or change the selected page. Click OK.

Note: When a page is approved or rejected, an email notification is sent to the staff user assigned to this customer or job, and to anyone else who asked to receive these notifications.