Publishing Platform for Retail - Software LEXMARK - Free user manual and instructions

USER MANUAL Publishing Platform for Retail LEXMARK

Publishing Platform for Retail

Version 10.5

In-Store Publisher User's Guide

January 2022 www.lexmark.com

Contents

Change history......4

Overview......6

Supported browsers....7

Browser support and prerequisites....7

Signs....8

Creating a sign....8

Creating a sign within a batch....10

Editing a sign....11

Editing multiple signs....11

Editing a batch....12

Printing a sign....12

Copying a sign....13

Deleting a sign from a batch....13

Batches....14

Creating a batch....14

Editing a batch....14

Printing a batch....14

Copying a batch....14

Deleting a batch....15

Print jobs....16

Previewing a print job....16

Selecting a printer....16

Selecting a tray....16

Setting a start at print position....17

Other print settings....17

Changing a store....18

Changing a store....18

Changing the language....19

Changing the language....19

Configuration.... 20

Configuring a batch page....20

Configuring a batch view....20

Configuring a sign page....22

Configuring a sign view....22

Configuring the item library....24

Configuring custom localization....25

Notices....26

Edition notice....26

Index...... 27

Change history

January 2022

- Added information on the following:

—Changing copies for multiple signs
—Changing template for multiple signs
—Setting the start at page position

September 2021

- Added information on user rights and access.

December 2020

- Updated the instructions on the following:

-Copying a sign
-Editing a batch

- Added information on the following:

-Last used printer
-Default sort columns in all configuration views
—Paper tray
—Supported browsers
-Browser prerequisites

- Added instructions on managing print jobs.

September 2020

- Updated the instructions on the following:

-Creating a sign
—Creating a sign within a batch
-Configuring a sign page
-Configuring the item library

- Deleted instructions on adding a sign to a batch.

December 2019

- Updated instructions on the following:

-Editing a sign
-Creating a sign
—Creating a sign view

September 2019

- Updated the instructions on the following:

-Creating a sign
—Creating a sign within a batch
-Editing a sign
-Editing a batch

- Added instructions on the following:

—Adding a sign to a batch
-Copying a sign
-Deleting a sign from a batch
- Copying a batch
-Deleting a batch
- Configuring the Item Library

- Deleted instructions on creating a sign with multiple items.

December 2018

- Initial document release.

Overview

The In-Store Publisher portal is a component of the Publishing Platform for Retail (PPR) software. It lets you create, manage, or print signs for your store labeling requirements.

This document provides instructions on how to configure and use the portal.

Supported browsers

Browser support and prerequisites

Supported browsers

• Microsoft Edge
  •Google Chrome ^TM
  •Apple Safari—in MacOS only, not Windows
• Mozilla Firefox
• Internet Explorer 11

Notes:

• This release is not completely optimized for all the small-screen or touch-screen devices.
• In non-Windows operating systems, including mobile devices, client-side printing is not supported.

Browser prerequisites

To let the application work properly, cache and local storage must be enabled.

Notes:

• Always set the Mozilla Firefox browser in Remember History mode.
• Some settings do not work in Incognito mode.

Signs

Creating a sign

The following instructions are for creating a sign in a new batch. To create a sign in an existing batch, see “Creating a sign within a batch” on page 10.

Notes:

• Users must have the rights to create a sign within a batch.
• Some users do not have the rights to create signs in specific batches, although they can create signs in general.
• Not all users have access to the default batch source.

From the Item Library

Make sure that your items are added in the Item Library.

1 From the home page, click Create Signs From Library.
2 Type a unique batch name, and then click Create Batch.
Note: Click More Information to modify other settings of the batch.

3 Click, and then select a template.

Notes:

• The selected template is applied to the new items in the batch.
• To edit the template for each sign, see "Editing a sign" on page 11.

Note: In some cases, the administrator may have configured the signs so that those are created after collecting the actual data from the source. In this case, a Signs will be created with external item information message appears, and the populated data can differ from data on the item library.

4 Select one or more items, and then click Add to Batch.

From a template

1 From the home page, click Create Signs From Template (Ad Hoc).
2 Type a unique batch name, and then click Create Batch.
Note: Click More Information to modify other settings of the batch.

3 From the Current Template section, click 🔊, and then select a template.

For a single-item template

a Select a single-item template, and then click Change Template.
b In the Product Information field, type the item information.

For a multiple-item template

a Select a multiple-item template, and then click Change Template.
b Provide the header name, header description, and number of copies.
c From the Product Information section, do one or more of the following:
- Click Add from Item Library, and then select one or more items.
- Click Add Manually, and then provide the item information.

4 Click Save Sign.

From a planogram

This feature is available only if it is enabled in the In-Store Publisher configuration settings from Platform Administrator.

1 From the home page, click Create Signs from Planogram.
2 Type a unique batch name, and then click Create Batch.

Note: To change other settings of the batch, click More Information.

3 Click , and then select a template.

Notes:

• The selected template is applied to the new items in the batch.
• If Auto Assign Template is selected, then signs are created with this template or according to the default rule set by the system administrator.
• If any other template is selected, then signs are created with this template or according to the rule set by the system administrator.
• To edit the template for each sign, see "Editing a sign" on page 11.

4 Select a planogram, and then click Add to Batch.

Notes:

• You can select only one planogram at a time while adding to a batch.
• You can view the items present in a planogram by clicking the link in the Plano Code column.

Creating a sign within a batch

Notes:

• Users must have the rights to create a sign within a batch.
• Some users do not have the rights to create signs in specific batches, although they can create signs in general.
• Not all users have access to the default batch source.

From the Item Library

Make sure that your items are added in the Item Library.

1 From the Batches page, click a batch name.
2 Click Add Signs > Using item library.
3 Click , and then select a template.

Notes:

• The selected template is applied to the new items.
• To edit the template for each sign, see "Editing a sign" on page 11.

Note: In some cases, the administrator may have configured the signs so that those are created after collecting the actual data from the source. In this case, a Signs will be created with external item information message appears, and the populated data can differ from data on the UI.

4 Select one or more items, and then click Add to Batch.

From a template

1 From the Batches page, click a batch name.
2 Click Add Signs > By Manual Entry.
3 Click , and then select a template.

For a single-item template

a Select a single-item template, and then click Change Template.
b In the Product Information field, type the item information.

For a multiple-item template

a Select a multiple-item template, and then click Change Template.
b Provide the header name, header description, and number of copies.
c From the Product Information section, do one or more of the following:
- Click Add from Item Library, and then select one or more items.
- Click Add Manually, and then provide the item information.

4 Click Save Sign.

From a planogram

This feature is available only if it is enabled in the In-Store Publisher configuration settings from Platform Administrator.

1 From the Batches page, click a batch name.
2 Click Add Signs > Using Planogram.
3 Click, and then select a template.

Notes:

• The selected template is applied to the new items in the batch.
• If Auto Assign Template is selected, then signs are created with this template or according to the default rule set by the system administrator.
• If any other template is selected, then signs are created with this template or according to the rule set by the system administrator.
• To edit the template for each sign, see "Editing a sign" on page 11.

4 Select a planogram, and then click Add to Batch.

Notes:

• You can select only one planogram at a time while adding to batch.
• You can view the items present in a planogram by clicking the link in the Plano Code column.

Editing a sign

Notes:

• Users must have the rights to edit a sign within a batch.
• Some users do not have access to edit signs in some specific batches, though they can have access to edit signs in general.
• Not all users have access to the default batch source.

1 From the Batches page, click the batch name.

2 Click the product name, and then configure the sign information.

Note: To edit the template, click 🔊, and then select a template.

3 Click Save Sign.

Editing multiple signs

Users can edit templates and copies of multiple signs.

Editing templates

1 From the Batches page, click the batch name.
2 Select one or more signs, and then click Change Template.

3 To change a template, select a new template, and then click Change Template.

Changing copies

1 From the Batches page, click the batch name.
2 Select one or more signs, and then click Change Copies.
3 To change the copies, enter or select the number of copies, and then click Save

Editing a batch

Notes:

• Users must have the rights to edit a batch.
• Some users do not have access to edit some specific batches, although they have access to edit batches in general.
• Not all users have access to the default batch source.

1 From the Sign View page, click beside the batch title.

2 Configure the batch information, and then click Update.

Printing a sign

Notes:

• Users must have the rights to edit a sign within a batch.
• Some users do not have access to edit signs in some specific batches, although they have access to edit signs in general.
• Not all users have access to the default batch source.

1 From the Batches page, click the batch name.
2 Select one or more signs, and then click Print.
3 If necessary, change the print settings.
4 Click Print.

For more information on printing, see "Print jobs" on page 16.

Copying a sign

Notes:

• Users must have the rights to copy a sign.
• Some users do not have the rights to copy signs to specific batches, although they can copy signs in general.
• Not all users have access to the default batch source.
• Restricted batches do not appear in the option list.

1 From the Batches page, click the batch name.
2 Select one or more product names, and then click Copy.
3 Copy the sign to the same batch, a different batch, or a new batch.
4 Click Yes to confirm.
5 Go to the target batch where the sign items are copied.

Deleting a sign from a batch

Note: Users must have the required access to delete a sign.

1 From the Batches page, click a batch name.
2 Select one or more product names, and then click Delete > OK.

Batches

A batch is a group of signs or labels that you can print all at once. For example, if you want to print the signs for a store sale, then create the signs in one batch. Sending the batch to the printer prints all the signs in it.

Creating a batch

1 From the Batches page, click Create Batch.
2 Provide the batch information, and then click Create.

Editing a batch

Notes:

• Users must have the rights to edit a batch.
• Some users do not have access to edit some specific batches, although they have access to edit batches in general.
• Not all users have access to the default batch source.

1 From the Batches page, select a batch, and then click Edit.
2 Configure the batch information, and then click Update.

Printing a batch

1 From the Batches page, select one or more batches, and then click Print.
2 If necessary, change the print settings.
3 Click Print.

For more information on printing, see "Print jobs" on page 16.

Copying a batch

Notes:

• Users must have the rights to copy a batch.
• Not all users have access to the default batch source.
• Restricted batches do not appear in the option list.

1 From the Batches page, select one or more batches.

2 Click Copy.

Deleting a batch

Note: User must have the required access to delete a batch.

1 From the Batches page, select one or more batches, and then click Delete.
2 In the Delete Batches dialog box, click OK.

Print jobs

The print job window lets you print batches or signs for the store labeling requirements. Try any of the following:

- Select print jobs from the right pane.

Notes:

—A job contains one or multiple templates.
- When the print job is successful, the next print job is selected automatically.

- Change the print settings from the left pane.

Previewing a print job

You can confirm the following information before printing:

• Template type
• Page layout
  •Total number of pages

Selecting a printer

The Print Jobs window shows the last used printer in the client machine for the logged-in user, as a preselected printer. If the last used printer information is not available, then the application shows the Windows default printer as a preselected printer.

Try one of the following:

• Select the preselected printer.
• Click Change Printer to select another printer.

Selecting a tray

Tray information is automatically selected based on the configuration and availability.

Server-side printing

- The tray option is visible only if the corresponding paper is associated with a tray.

Note: The tray is shown as a label (non-editable).
- If the tray is not configured, then the Paper Tray setting does not appear.

Client-side printing

• The tray option is preselected if the corresponding paper is associated with a tray and the tray is available for the selected printer.
• If the tray is not configured, then the first tray in the local print queue list appears as preselected.

Note: You can change the tray option manually.

Setting a start at print position

• If printing multi-up paper, you can set a position on the paper to start printing, instead of the default first place.
• You can preview the new print start position before proceeding to print.

Other print settings

You can select the following settings

• Select the Print as 1UP check box to print multiple pages onto a single paper.
• Select the check box to include any background image from the template.

Changing a store

Changing a store

1 From the portal, click 🙏 on the upper-right corner of the page.
2 Click Change Store.
3 Select a store, and then click Change Store.

Notes:

• User must have the required permission to access more than one store.
• User can select a different store without logging out from the portal.

Changing the language

Changing the language

1 From the portal, click 📁 on the upper-right corner of the page.
2 Click Change Language.
3 Select a language, and then click Change Language.

Configuration

Note: These instructions are available only for users with administrator access.

Configuring a batch page

1 From the portal, click ⚙️ on the upper-right corner of the page.
2 In the Batch View menu, click Page.
3 From the Action Buttons section, configure the actions to use for the batch table. Do either of the following:

• To move an action, click the action, and then click either > or <.
• To rearrange the enabled actions, click an action, and then click either ^ or √.

Note: The actions on the right side of the Available Items field are enabled.

4 From the Table Columns section, configure the columns.

Notes:

• To add a column, click Add Columns, and then select a column.
• To delete a column, click ✗ beside the column name.
• To include the column information in the search index, enable Searchable.

5 From the Default Rows Per Page section, set the number of rows to show for each batch page.
6 From the Batch Print Status Mapper section, configure the display value for each batch status.

Notes:

• To add a value mapper, click Add.
•To delete a value mapper, click

7 Click Save Changes.

Configuring a batch view

Creating a batch view

1 From the portal, click 🎨 on the upper-right corner of the page.
2 In the Batch View menu, click Views > Create.
3 From the General section, type a unique name and description.
4 If necessary, add one or more queries.

5 From the Table Columns section, select the columns to use for the batch table. Do one or more of the following:

•To enable a column, click the column name in the Available Items field, and then click.

- To rearrange the enabled columns, click a column name, and then click either ^ or ▼.

Note: The column names on the right side of the Available Items field are enabled.

• To allow user updates, select In-line Editable.
• To show more information for items on the column, select Hyperlink.

6 If necessary, add filters and facets. Do one or more of the following:

Note: Filters and facets are batch filters that appear on the left side of the batch view columns.

• To enable a filter, click the filter name in the Available Items field, and then click >.
• To rearrange the enabled filters, click a filter name, and then click either ^ or ▼.

Note: The filter names on the right side of the Available Items field are enabled.

7 From the Default Sort Order section, select a batch attribute in the ascending/descending order.
8 Click Create Batch View.

Editing a batch view

1 From the portal, click ⚙️ on the upper-right corner of the page.
2 In the Batch View menu, click Views.
3 Click a batch view.
4 Configure the batch view settings.
5 Click Save Batch View.

Setting a default batch view

1 From the portal, click ⚙️ on the upper-right corner of the page.
2 In the Batch View menu, click Views.
3 Select a batch view, and then click Set as Default.

Deleting a batch view

1 From the portal, click ⚙️ on the upper-right corner of the page.

2 In the Batch View menu, click Views.
3 Select a batch view, and then click Delete > OK.

Note: You cannot delete a system-provided batch view.

Configuring a sign page

1 From the portal, click 🔒 on the upper-right corner of the page.

2 In the Sign View menu, click Page.

3 From the Toolbar Buttons section, configure the actions to use for the sign table. Do either of the following:

• To move an action, click the action, and then click either > or <.
• To rearrange the enabled actions, click an action, and then click either ^ or ▼.

Note: The actions on the right side of the Available Items field are enabled.

4 From the Table Columns section, configure the columns.

Notes:

• To add a column, click Add Columns, and then select a column.
• To delete a column, click ✗ beside the column name.
• To include the column information in the search index, enable Searchable.

5 From the Default Rows Per Page section, set the number of rows that you want to appear for each sign page.

6 From the Advanced Search Attributes section, configure the attributes that you want to appear in the advanced search. Do either of the following:

• To move an attribute, click the column name, and then click either > or <.
• To rearrange the enabled attributes, click an attribute name, and then click either ^ or ▼.

Notes:

- The attribute names on the right side of the Available Items field are enabled.

-We recommend selecting only up to 10 attributes.

7 From the Sign Print Status Mapper section, configure the display value for each batch status.

Notes:

• To add a value mapper, click Add.
•To delete a value mapper, click

8 Click Save Changes.

Configuring a sign view

Creating a sign view

1 From the portal, click 🔒 on the upper-right corner of the page.
2 In the Sign View menu, click Views > Create.
3 From the General section, provide a unique name and description.

4 From the Layout section, select the columns to show for the sign table. Do one or more of the following:

- To enable a column, click the column name in the Available Items field, and then click > - To rearrange the enabled columns, click a column name, and then click either ^ or √.

Note: The column names on the right side of the Available Items field are enabled.

• To allow user updates, enable In-line Editable.
• To show more information for the items on the column, enable Hyperlink.

5 If necessary, add filters and facets. Do one or more of the following:

Note: Filters and facets are sign filters that appear on the left side of the batch view columns.

- To enable a filter, click the filter name in the Available Items field, and then click >. - To rearrange the enabled filters, click a filter name, and then click either or.

Note: The filter names on the right side of the Available Items field are enabled.

6 From the Rules section, add conditions or group rules.
7 From the Default Sort Order section, select a sign attribute in the ascending/descending order.
8 Click Create Sign View.

Editing a sign view

1 From the portal, click ⚙ on the upper-right corner of the page.
2 In the Sign View menu, click Views.
3 Click a sign view, and then configure the settings.
4 Click Save Sign View.

Deleting a sign view

1 From the portal, click ⚙️ on the upper-right corner of the page.
2 In the Sign View menu, click Views.
3 Select a sign view, and then click Delete > OK.

Note: You cannot delete the default sign view.

Configuring the item library

1 From the portal, click 🔒 on the upper-right corner of the page.

2 Click Item Library > Choose Fields.

a In the Add Columns dialog box, select the column names to use on the Item Library table, and then click Add Columns.
b Configure the selected columns. Do one or more of the following:

- Set the column data type.

• To include the column information in the search index, enable Searchable.
• To delete a column, click ✗ beside the column name.

3 From the Advanced Search Attributes section, configure the attributes that you want to appear in the advanced search. Do either of the following:

• To move an attribute, click the column name, and then click either > or <.
• To rearrange the enabled attributes, click an attribute name, and then click either ^ or √.

Notes:

• The attribute names on the right side of the Available Items field are enabled.
  -We recommend selecting only up to 10 attributes.

4 From the Table Columns section, configure the columns that you want to appear. Do one or more of the following:

• To move a column, click the column name, and then click either > or <.
• To rearrange the enabled columns, click a column name, and then click either ^ or √.

Note: The column names on the right side of the Available Items field are enabled.

5 From the Default Rows Per Page section, set the number of rows that you want to appear when viewing the Item Library.
6 If necessary, add filters and facets. Do one or more of the following:

Note: Filters and facets are item filters that appear on the left side of the Item Library page.

• To enable a filter, click the filter name in the Available Items field, and then click .>
• To rearrange the enabled filters, click a filter name, and then click either ^ or ▼.

Note: The filter names on the right side of the Available Items field are enabled.

7 From the Default Sort Order section, select an item attribute in the ascending/descending order.
8 Click Save Changes.

Configuring custom localization

Updating the localization file

1 From the portal, click ⚙️ on the upper-right corner of the page.
2 Click Localization > Download CSV File > Factory Default.
3 Select a language, and then click Download.
4 From your computer, open the CSV file.
5 In the Value column, replace the strings with their translations, and then save the document.

Uploading the localization file

1 From the portal, click ⚙ on the upper-right corner of the page.
2 Click Localization > Upload.
3 Select a language, and then browse to the updated CSV file.
4 Click Upload.

Notices

Edition notice

January 2022

The following paragraph does not apply to any country where such provisions are inconsistent with local law: LEXMARK INTERNATIONAL, INC., PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions; therefore, this statement may not apply to you.

This publication could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in later editions. Improvements or changes in the products or the programs described may be made at any time.

References in this publication to products, programs, or services do not imply that the manufacturer intends to make these available in all countries in which it operates. Any reference to a product, program, or service is not intended to state or imply that only that product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any existing intellectual property right may be used instead. Evaluation and verification of operation in conjunction with other products, programs, or services, except those expressly designated by the manufacturer, are the user's responsibility.

For Lexmark technical support, go to http://support.lexmark.com.

For information on Lexmark's privacy policy governing the use of this product, go to www.lexmark.com/privacy.

For information on supplies and downloads, go to www.lexmark.com.

© 2018 Lexmark International, Inc.

All rights reserved.

GOVERNMENT END USERS

The Software Program and any related documentation are "Commercial Items," as that term is defined in 48 C.F.R. 2.101, "Computer Software" and "Commercial Computer Software Documentation," as such terms are used in 48 C.F.R. 12.212 or 48 C.F.R. 227.7202, as applicable. Consistent with 48 C.F.R. 12.212 or 48 C.F.R. 227.7202-1 through 227.7207-4, as applicable, the Commercial Computer Software and Commercial Software Documentation are licensed to the U.S. Government end users (a) only as Commercial Items and (b) with only those rights as are granted to all other end users pursuant to the terms and conditions herein.

Trademarks

Lexmark, the Lexmark logo, and MarkNet are trademarks or registered trademarks of Lexmark International, Inc. in the United States and/or other countries.

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Safari and macOS are trademarks of Apple Inc., registered in the U.S. and other countries.

All other trademarks are the property of their respective owners.

Index

B

batch

copying 14

creating 14

deleting 15

deleting a sign 13

editing 14

editing from the Sign View page 12

printing 14

batch page

configuring 20

batch view

creating 20

deleting 21

editing 21

setting a default 21

browsers

prerequisites 7

supported 7

C

change history 4

changing a store 18

changing the language 19

configuring a batch page 20

configuring a sign page 22

configuring the Item Library 24

copying a batch 14

copying a sign 13

creating a batch 14

creating a batch view 20

creating a sign

from a planogram 8

from a template 8

from the item library 8

creating a sign view 22

creating a sign within a batch 10

D

deleting a batch 15

deleting a batch view 21

deleting a sign from a batch 13

deleting a sign view 23

E

editing a batch 14

from the Sign View page 12

editing a batch view 21

editing a sign 11

editing a sign view 23

|

Item Library

configuring 24

item library

creating a sign from 8, 10

L

language

changing 19

localization file

updating 25

uploading 25

M

managing print jobs 16

O

Overview 6

P

planogram

creating a sign from 8, 10

previewing a print job 16

print job

previewing 16

print jobs

managing 16

print settings 17

printer

selecting 16

printing a batch 14

printing a sign 12

S

selecting printer 16

selecting tray 16

setting a default batch view 21

sign

copying 13

creating 8

editing 11

printing 12

sign page

configuring 22

sign view

creating 22

deleting 23

editing 23

sign within a batch

creating 10

store

changing 18

supported browsers 7

T

template

creating a sign from 8, 10

tray

selecting 16

U

updating the localization file 25

uploading the localization file 25