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PrintSmith

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  • 1. PrintSmith Installation and Upgrade Guide 01.07.04 Version 7.0 © Copyright 2004 Electronics for Imaging, Inc. – All Rights Reserved.
  • 2. PrintSmith Installation and Upgrade Guide LICENSE AGREEMENT: IMPORTANT– READ CAREFULLY By installing this software, you indicate your acceptance of the following agreement. Electronics for Imaging would return to you all amounts monies received in payment for the Licensed Software. Notwithstanding the above, any additional charges for Grant of License: Subject to your payment of the licensing fee, Electronics for software modifications requested by you are not refundable. Imaging, Inc. (“Electronics for Imaging”) hereby grants you (the person or entity who purchased this license) a non-exclusive and non-transferable license to use, but not Taxes: You will be liable for payment of all such tariffs, duties and taxes, however to re-license, sublicense, modify or enhance, the Licensed Software (as described designated or levied, based on your licensing of, possession or use of the Licensed below). The Licensed Software may be used on a single computer or on a single Software or on this Agreement, including, without limitation, any sales, use, value net-work, as long as there is only one “Active” PrintSmith data folder in use per added and personal property taxes. purchased PrintSmith package. (The “Active” data folder is used and accessed as part of your day-to-day business.) A backup or archival copy can be made to ensure Update Policy: Electronics for Imaging may create, from time to time, updated that your valuable information is protected in case something happens to the Active versions of the Licensed Software. At its option, Electronics for Imaging will make copy. You may copy the PrintSmith program file Licensed Software to any such updates available to you provided that you have paid any applicable fee, the Computer on the network containing the Active data file. You may have only one update fee or annual maintenance fee. Electronics for Imaging will determine the Active copy of the PrintSmith data folder per purchased copy of this Licensed Annual maintenance fee in its reasonable discretion. Limited Warranty, Disclaimer, Software. Your right to use the Licensed Soft-ware is terminated upon the violation and Limitation of Liability: Electronics for Imaging warrants the media on which the of any provision of this License Agreement. If any provision of this License Licensed Software is provided to be free from defects in materials and workmanship Agreement shall be held to be unenforceable, such holding shall not affect the for 30 days after delivery. Defective media may be returned for replacement with- enforceability of any other pro-visions hereof. The Licensed Software is the out charge during the 30-day warranty period unless the media has been damaged PrintSmith computer program and associated documentation. All references made by accident or abuse. Electronics for Imaging warrants, for 30 days after purchase, hereafter to PrintSmith are to the Licensed Software. that the unaltered Licensed Software will conform to the documentation and will be without material defects. Due to the complex nature of computer software, Proprietary Rights: You agree to take all necessary steps to insure that the Electronics for Imaging does not warrant that the Licensed Software is completely provisions of this license are not violated by you or by any person. You shall not error-free, will operate without interruption, or is compatible with all equipment and decrypt, reverse engineer, reverse compile, de-compile, disassemble or otherwise software installations. attempt to discover or distribute the source code of the Licensed Software. All copyright, patent, trade secret, trademark, and other intellectual and proprietary ELECTRONICS FOR IMAGING MAKES NO OTHER WARRANTIES, rights in the Licensed Software are, and shall remain, the valuable property of EXPRESSED OR IMPLIED, WITH RESPECT TO THE LICENSED SOFTWARE, Electronics for Imaging. You may not disclose, provide or otherwise make available ITS MERCHANTABIL-ITY, OR ITS FITNESS FOR ANY PARTICULAR PURPOSE. such trade secrets or copyrighted material in any form to any third party without the IN NO EVENT SHALL ELECTRONICS FOR IMAGING BE LIABLE FOR ANY prior written consent of Electronics for Imaging, which consent may be withheld in INDIRECT, SPECIAL OR CONSEQUENTIAL DAMAGES OR LOST PROFITS Electronics for Imaging’s sole discretion. In addition, you must implement ARISING OUT OF OR RELATED TO THIS LICENSE AGREEMENT OR THE reasonable security measures to protect such trade secrets and/ or copyrighted PERFORMANCE OR BREACH HEREOF, EVEN IF ELECTRONICS FOR material and advise your employees and agents of the confidential and proprietary IMAGING HAS BEEN ADVISED OF THE POSSIBILITY THEREOF. nature of the Licensed Software and of the restrictions imposed by this Agreement, ELECTRONICS FOR IMAGING’S LIABILITY TO YOU, IF ANY, SHALL IN NO and agree to confine access to the Licensed Software to your employees in the EVENT EXCEED THE TOTAL OF THE LICENSE FEES PAID TO ELECTRONICS ordinary course and scope of their employment. FOR IMAGING. IN NO EVENT SHALL ELECTRONICS FOR IMAGING BE LIABLE FOR ANY DAMAGES RESULTING FROM OR RELATED TO ANY Reproduction and Copyrights: The Licensed Software and accompanying written FAILURE OF THE SOFTWARE PRODUCTS, INCLUDING, BUT NOT LIMITED materials are copyrighted. You may not copy or allow anyone else to copy or other- TO LOSS OF DATA, OR DELAY IN THE DELIVERY OF PRINTSMITH OR IN THE wise reproduce any part of the Licensed Software with-out the prior written consent PERFORMANCE OF SERVICES UNDER THIS AGREEMENT OR ANY RELATED of Electronics for Imaging, except to mark archival backup copies. You may not AGREEMENTS. remove or omit any copyright or other proprietary notices from the Licensed Software. Ownership of all copies is retained by Electronics for Imaging. For personal, family, or household use of PrintSmith, some jurisdictions states do not allow the exclusion or limitation of incidental or consequential damages or Injunctive Relief: You acknowledge that your violation of its confidentiality or non- limitations on how long an implied warranty lasts, so the above limitation or disclosure obligations under this Agreement may cause irreparable damage to exclusion may not apply to you. These warranties give you specific legal rights; you Electronics for Imaging that cannot be fully remedied by money damages. may also have other rights, which vary by jurisdiction from state to state. Accordingly, in the event of any such violation or threatened violation, Electronics for Imaging will be entitled, in addition to pursuing any other remedy available to it Choice of Law: This Agreement shall be interpreted in accordance with the laws of under this Agreement or at law, to obtain injunctive or other equitable relief from any the State of Arizona. Any actions filed to enforce any terms of this Agreement, or to court of competent jurisdiction as may be necessary or appropriate to prevent any resolve any disputes under this Agreement, must be filed with the Superior Court of further violations thereof. The provisions of this Agreement under the headings Maricopa County. The prevailing party in such litigation shall be entitled to the “Proprietary Rights”, “Reproduction and Copyrights” and “Injunctive Relief” will award of reasonable attorneys’ fees and Court costs. survive the expiration or termination of this Agreement or the license granted hereunder. Assignment; Entire Agreement: You may not assign or otherwise transfer, voluntarily, by operation of law or otherwise, any of the rights under this Agreement Acceptance: Electronics for Imaging provides you a thirty (30) day acceptance without the prior written consent of Electronics for Imaging. This Agreement period on the date of delivery as shown on your receipt (the “Acceptance Period”). constitutes the full and complete understanding and agreement of Electronics for During the Acceptance Period you may terminate this agreement for any reason in Imaging and you with respect to your license of the Licensed Software and your sole discretion. Provided written notification of intent to terminate is received by supersedes all prior negotiations, understandings and agreements between the Electronics for Imaging prior to the expiration of the Acceptance Period and parties. This License Agreement may only be modified or amended by a written Electronics for Imaging receives all written materials and original media related to agreement signed by both parties. the Licensed Software within 15 days thereafter, Page 2 of 25 PrintSmith
  • 3. Table Of Contents Table of Contents Installation And Upgrade Overview............................................................................................... 4 Technical Requirements............................................................................................................... 5 Installers....................................................................................................................................... 8 Installing PrintSmith (New Customers) ......................................................................................... 9 Before Installing New PrintSmith System ..................................................................................... 9 Installing the PrintSmith Hardware Security Key ........................................................................ 12 Installing the Macintosh Hardware Security Key (ADB) ......................................................... 12 Installing the Macintosh Hardware Security Key (USB) ......................................................... 12 Installing the Windows Hardware Security Key (Parallel) ...................................................... 12 Installing the Windows Hardware Security Key (USB)........................................................... 12 Installing PrintSmith On Macintosh ............................................................................................ 10 Installing PrintSmith on Windows ............................................................................................... 11 Understanding The PrintSmith Folder ........................................................................................ 12 Location of the PrintSmith Folder .......................................................................................... 13 Customizing PrintSmith .............................................................................................................. 13 Upgrading PrintSmith (Existing Customers) .............................................................................. 14 Before Upgrading ....................................................................................................................... 14 Upgrading PrintSmith On Macintosh .......................................................................................... 15 Upgrading PrintSmith On Windows ............................................................................................ 15 Installing and Upgrading Optional PrintSmith Software ........................................................... 16 PrintSmith Multi-User ................................................................................................................. 16 Networking For PrintSmith Multi-User.................................................................................... 17 Installing PrintSmith WorkStation........................................................................................... 18 Installing PrintSmith Portable................................................................................................. 19 Maintaining WorkStations and Portable Systems .................................................................. 20 PrintSmith Support and Services ................................................................................................ 22 Before Contacting PrintSmith For Support ................................................................................. 22 Customer Service....................................................................................................................... 23 Documentation ........................................................................................................................... 23 Training ...................................................................................................................................... 23 Email Forums ............................................................................................................................. 23 Product Suggestions .................................................................................................................. 23 Ordering Other Products ............................................................................................................ 24 Version 7.0 Page 3 of 25
  • 4. PrintSmith Installation and Upgrade Guide Installation And Upgrade Overview The purpose of the Installation and Upgrade Guide is to describe the necessary technical requirements and steps to install a new PrintSmith system or upgrade an existing system. This information covers both the Macintosh and Windows platforms, as well as the different software offerings: • PrintSmith • PrintSmith Lite • PrintSmith Estimator This Installation and Upgrade Guide also includes instructions for installing PrintSmith Multi-User (PrintSmith Master and PrintSmith WorkStation) and PrintSmith Portable. Installation and upgrade of the following PrintSmith Add-On Modules are described in separate set up guides: • PrintSmith Report Writer (includes DownLoader) • PrintSmith Site (includes PrintSmith Composer) • Extended Price Book Generator • Cash Drawer and Receipt Printer • PrintSmith Job Tracking System (Bar Code Reader and Palm Tracker SPT 1500 Modified Palm Pilot) Page 4 of 25 PrintSmith
  • 5. Chapter 1 Installation And Upgrade Overview Technical Requirements The PrintSmith product line is designed to perform on Macintosh and Windows platforms. The systems and network should meet the minimum technical requirements. For optimal performance, adhere to the recommended requirements. Macintosh • Macintosh Power PC recommended • Operating System: For OS Classic, 9.0.4 or greater, 9.2.2 or greater is recommended. This version now runs natively on Macintosh OSX. For OSX, use version 10.2 or greater. PrintSmith will not run on versions of OSX earlier than 10.2. Notes: Macintosh 68K platform is no longer supported. • RAM: 64MB for OS9, and 128MB for OSX 2. 64MB or higher is recommended. • Hard Drive: at least 25 MB of free space, 50MB recommended; 75 MB if you choose to install PDF Documentation and Acrobat 5.0. • CD ROM drive. • Any Macintosh compatible printer. • Backup software and storage device designated for the Master computer. • Additional Software: Acrobat Reader 5.0 with Search. Acrobat Reader 5.0 is used to view the PDF documentation and is provided on the CD. To identify the operating system software version you have installed: Select About This Computer from the Apple menu. The operating system name and version will be displayed, as well as the Built-In Memory. The Built-In Memory should be at least 64MB for OS9 and 128MB for OSX. Version 7.0 Page 5 of 25
  • 6. PrintSmith Installation and Upgrade Guide Windows • Pentium® class microprocessor recommended • Operating System: Windows 98/NT (4.00 with Service Pack 5 or higher)/2000/ME/XP. Notes: Windows 95 is no longer supported and therefore no testing or validation will be completed for this operating system. PrintSmith may run under Windows 95 in certain limited conditions but new functionality such as USB Receipt Printers are not supported on 95. • RAM: 32 MB, 64MB recommended • Hard Disk: at least 25 MB of free space, 50MB recommended, 75 MB if you choose to install PDF Documentation and Acrobat 5.0. • CD ROM drive. • Any Windows compatible printer. • Backup software and storage device designated for the Master computer. • Additional Software: Acrobat Reader 5.0 with Search. Acrobat Reader 5.0 is used to view the PDF documentation and is provided on the CD. To identify the operating system software version you have installed: Right click the My Computer icon on the desktop and select Properties from the pop up menu. Click the General tab. The operating system name and version running are displayed, as well as the total amount of RAM installed on the computer. Operating System information can also be accessed by: selecting Start Settings │ Control Panel │ System. Page 6 of 25 PrintSmith
  • 7. Chapter 1 Installation And Upgrade Overview Network For better performance in a network environment, an Ethernet network is recommended. PrintSmith Master does not require a dedicated server. Running a PrintSmith Master in the background may hinder network performance. If you are setting up a PrintSmith multi-user network system or plan to do so in the future, you may wish to consider installing PrintSmith on a more powerful computer. Notes: PrintSmith Multi-User requires an AppleTalk or a TCP/IP network. Generally, a TCP/IP connection will provide best results. In order to have both Macintosh and Windows based computers on the same PrintSmith network; you should install an Ethernet or Token Ring network. An Ethernet network is at least 10 times faster than a LocalTalk network. While neither an endorsement nor a recommendation, PrintSmith uses an Ethernet network in its offices. Consult your Windows and Macintosh operating system manuals for information on setting up a network. Version 7.0 Page 7 of 25
  • 8. PrintSmith Installation and Upgrade Guide Installers There are separate installers for PrintSmith, PrintSmith Portable, and PrintSmith WorkStation. There are also separate installers for the United Kingdom. UK version installers are included in a UK Installers folder within the Windows Installers folder. The UK based pricing mechanism is in Metric (millimeters) as opposed to Imperial (inches) measurements. Aside from the installers for the different applications, an installer is also included for the demo (which contains the associated documentation). Table 1.1: PrintSmith Installers Name Purpose PrintSmithInstaller.exe This installer is used for installing new or upgrading existing PrintSmith PrintSmithInstallerUK.exe Master (multi-user) or PrintSmith (for single user) systems. This installer is also used to upgrade PrintSmith CopyShop, PrintSmith Lite, and the PrintSmith Estimator. WorkStationInstaller.exe This installer is used for installing new or upgrading existing PrintSmith WorkStationInstallerUK.exe Workstations used in conjunction with PrintSmith CopyShop, PrintSmith Lite, and PrintSmith Estimator. PortableInstaller.exe This installer is used for installing new or upgrading existing PrintSmith PortableInstallerUK.exe Portable systems for use with PrintSmith, CopyShop, PrintSmith Lite, and PrintSmith Estimator software. PrintSmithDemowithdocs.exe This installer is used for installing the PrintSmith demonstration PrintSmithDemowithdocsUK.exe software with documentation. Page 8 of 25 PrintSmith
  • 9. Chapter 2 Installing PrintSmith (New Customers) Installing PrintSmith (New Customers) Before Installing New PrintSmith System The PrintSmith compact disk (CD) contains installation applications to install new PrintSmith systems. Before beginning: • Read any accompanying Release Notes. • Read the installation instructions. • Verify the hardware meets the technical requirements. • If you are running OSX, NT, 2000, or XP sign in as “Administrator” before installing PrintSmith. Notes: If your system came with a diskette or another CD entitled PrintSmith Customizer, you must run the installer on that disk first as it will install customer specific pricing systems, Customizers and language files as appropriate. Computers Without CD drives To install PrintSmith on computers without CD drives copy the installer from the CD across the network or copy to floppy disks to complete the installation. The main difference between CD installers and floppy installers is that the CD installer will also install all of the PrintSmith documentation/help system. The CD installers are the suggested installers. Notes: Optimization or other 3rd party software, like Norton Utilities, may damage your data. ALWAYS backup your system prior to running these tools. NEVER repair PrintSmith files with those utilities. Version 7.0 Page 9 of 25
  • 10. PrintSmith Installation and Upgrade Guide Installing PrintSmith On Macintosh The following installation steps are for new installations of PrintSmith: 1. Temporarily turn off any virus detection software, optimization, or other third party software, like Norton AntiVirus, installed on your computer. Once the PrintSmith installation is complete, you can then turn your virus detection program back on by restarting your computer. 2. Insert the PrintSmith CD received from PrintSmith or your reseller into the CD drive of your computer. 3. Open the Macintosh Installers folder. 4. Double click on the required installer. A window displaying the PrintSmith logo appears. 5. Click the Continue button. The PrintSmith License Agreement is displayed. 6. Read the PrintSmith License Agreement. 7. Click the Accept button. The Read Me window is displayed. Notes: In order to continue with the installation, the license agreement must be accepted. If for some reason you elect to decline the license agreement, contact PrintSmith or your reseller immediately. 8. Review the Read Me information. Important information is displayed in the Read Me window. You should review the Read Me as it contains important and late breaking information on the product you are about to install. You can print or save this document to disk. 9. Click the Continue button or press the Return key. 10. Select either Easy Install or Custom Install. In most cases you should use the Easy Install option. 11. Select the Destination Disk and/or folder. 12. Click the Install button to continue. After the installation is complete, an alert window may inform you that the installation was successful. 13. Click the Quit button to exit the installation. Page 10 of 25 PrintSmith
  • 11. Chapter 2 Installing PrintSmith (New Customers) Installing PrintSmith on Windows The procedure for new product installations is as follows: 1. Insert the PrintSmith CD received from PrintSmith into the CD drive of your computer. 2. Double click the My Computer icon on the desktop. The My Computer window is displayed. 3. Double click on the CD Drive. Typically, the CD drive will be labeled the title of the CD that was inserted. Once opened, the contents of the PrintSmith CD will be displayed in the PrintSmith window. 4. Open the Windows Installers folder. 5. Double click the applicable installer. The Welcome window is displayed. 6. Click the Next > button. The Important Notes window is displayed. The notes described in this window cover information that was not in the printed version of the Release Notes. 7. Review the Important Notes. 8. Click the Next > button. The PrintSmith Software License Agreement window is displayed. 9. Read the PrintSmith License Agreement. 10. Click the Yes button to accept the agreement. The Choose Destination Location window is displayed. The installer provides a suggested location. Notes: If you do not accept the license agreement, you cannot continue with the installation. If you do not agree, click the No button and contact PrintSmith or your reseller immediately. 11. Verify the Destination Directory where the application (PrintSmith Folder) will be installed. The directory can be changed by typing the appropriate path or by clicking the Browse button and searching for the applicable location. 12. Click the Next > button. The Setup Type window is displayed. Two types of installation options are available: Typical or Custom. Typical is the recommended choice and is selected by default. Custom gives the option to not install PDF documentation. 13. Select applicable Setup option. 14. Click the Next > button. The Ready to Install window is displayed, summarizing the setup type and destination directory selection made. 15. Click the Next > button to begin the installation. A Setup window is displayed as the installation files are copied. When the installation is complete, the Finished window is displayed. 16. Select the applicable restart option. 17. Remove any disks/CDs from the drives. 18. Click the Close button to complete the installation. PrintSmith was added to the Start Menu programs listing with a shortcut to the installed product. Notes: On Windows NT, XP and 2000, you must sign in as the Administrator before you install PrintSmith. You should never run PrintSmith as a background process on your Windows NT Server with utilities like SRVANY.exe. Version 7.0 Page 11 of 25
  • 12. PrintSmith Installation and Upgrade Guide Installing the PrintSmith Hardware Security Key PrintSmith is shipped with a hardware security key that controls the configuration of your software and allows the software to be used. With a multi-user license, this key needs to be installed on the PrintSmith Master and PrintSmith Portable computer. No device is necessary for WorkStation software. Without this key, PrintSmith will not function. If the key is damaged, contact PrintSmith. A nominal fee will be charged for shipping, handling, and replacement. If the key is lost or stolen, the replacement cost is the current price of the PrintSmith licenses purchased. Like any piece of valuable equipment, your PrintSmith software and hardware security key should be insured against loss. Installing the Macintosh Hardware Security Key (ADB) 1. Shut down the computer. 2. Unplug the keyboard cable from the computer. 3. Plug the hardware security key into any ADB (Apple Desktop Bus) port on your computer. These ports are the same ports into which you would plug a mouse, keyboard, or bar code reader. If only one ADB port is available plug the hardware security key into the computer and the keyboard into the hardware security key. 4. Restart your computer. Installing the Macintosh Hardware Security Key (USB) Plug the hardware security key into any USB (Universal Serial Bus) port on your computer. These ports are the same ports into which you would plug a mouse or keyboard. If only one port is available plug the hardware security key into the keyboard. Installing the Windows Hardware Security Key (Parallel) 1. Shut down the computer. 2. Unplug any printer cables from the parallel port. 3. Plug the hardware security key into the parallel printer port on the computer then plug in any printer cable into the pass through end of the hardware security key. Note: The printer or other devices connected to the key must be powered on for the key to function. A Zip drive can not use the same port. 4. Restart your computer. Installing the Windows Hardware Security Key (USB) After installing PrintSmith software and restarting your computer, plug the hardware security key into any USB (Universal Serial Bus) port on your computer. These ports are the same ports into which you would plug a mouse or keyboard. If only one port is available plug the hardware security key into the keyboard. Note: If you change USB ports, Windows will recognize the key as new hardware and will configure the port correctly Page 12 of 25 PrintSmith
  • 13. Chapter 2 Installing PrintSmith (New Customers) Understanding The PrintSmith Folder Upon installation, a new folder is created named PrintSmith Folder. Notes: Your “PrintSmith Folder” may have a different name; however you should leave ALL PrintSmith files in that folder. The files and folders in the “PrintSmith Folder” must not be renamed. Location of the PrintSmith Folder It is not necessary for the PrintSmith Folder to reside in any particular location. However, for the PrintSmith Master to operate, it must be installed on the same computer as the hardware security key. Notes: The hardware security key must be installed on the computer running the PrintSmith Master before using the PrintSmith software. If installing the security key for the first time, restart the computer after installing the security key. Individual WorkStations (that are not running the PrintSmith Master) do not need a security key. Customizing PrintSmith PrintSmith is a very flexible system that can be configured many ways. The pricing system developed for one location can be shared with many. Systems can have localized language files to present PrintSmith in the target language. PrintSmith can utilize customized form images as well. See the CD provided or www.printsmith.com for current language files. Once PrintSmith has been successfully installed, you need to set up your PrintSmith system for use. Additional information on customizing PrintSmith can be found in the PrintSmith Setup Guide. Version 7.0 Page 13 of 25
  • 14. PrintSmith Installation and Upgrade Guide Upgrading PrintSmith (Existing Customers) Before Upgrading Before upgrading verify the following items: • Running Version 6.3 - To install a PrintSmith upgrade, you must be using any version of 6.3. If you need to obtain version 6.3, please contact PrintSmith or your reseller. • Ample Disk Space to Convert - This version makes extensive changes to your data. During conversion, there should be enough empty disk space for twice the size of the largest file. To be safe, enough empty disk space to copy the entire data folder is recommended. The PrintSmith CD contains installation applications, which upgrade the existing PrintSmith system. Before beginning: • Quit or exit from PrintSmith, if it is in use. • Verify there is only one PrintSmith application on the Master computer. • Perform a complete backup on new media (disk or tape). Store this backup as a permanent backup in a safe place. Before upgrading, you must perform a full backup of your PrintSmith Folder. In addition, you should follow daily backup procedures to protect this valuable information. Consider backing up Templates, Reports, and Archives stored at Workstations. • Read any accompanying Release Notes. There will be a section describing any additional changes you need to make to your existing installation in preparation for the upgrade. • Verify the location of the PrintSmith Folder and name. (The folder containing the PrintSmith data files and program.) The installer requires specific PrintSmith folder names when upgrading. Before you upgrade your PrintSmith Master, WorkStation or Portable software, if necessary, rename the PrintSmith folders so they match the names seen in the following list. Folder names other than the ones listed are not supported when upgrading and will result in a new PrintSmith Folder being installed. • PrintSmith Master folder = “PrintSmith Folder”. • PrintSmith WorkStation folder = “PrintSmith WS Folder”. • PrintSmith Portable folder = “PrintSmith Portable Folder”. • Sign in as “Administrator” before installing PrintSmith if you are running NT, 2000 or OSX. • Review the contents of any available Read Me files. It contains important last-minute information about your PrintSmith system. Notes: Optimization or other 3rd party software, like Norton Utilities, may damage your PrintSmith data. ALWAYS backup your system prior to running these tools. NEVER repair PrintSmith files with those utilities. Page 14 of 25 PrintSmith
  • 15. Chapter 3 Upgrading PrintSmith (Existing Customers) Upgrading PrintSmith On Macintosh The following procedure is for upgrading an existing PrintSmith installation. 1. Move the PrintSmith into the Application Folder. 2. Double click on the upgrade installer. 3. Check the Install Location section in your PrintSmith Installer window. The PrintSmith Folder must be created in the previous location of your PrintSmith installation. If necessary, use the Select Folder and Switch Disk buttons to locate your previous PrintSmith installation. 4. Click the Install button to upgrade your system. After the upgrade is complete, the installer informs you the upgrade was successful. 5. Click the Quit button to exit the upgrade installer or the Continue button to begin additional upgrades. 6. Open the location on the hard disk you selected for the installation/upgrade; there you will find your newly installed/upgraded PrintSmith Folder. 7. Start PrintSmith and sign on to the system to initiate the conversion of data. Upgrading PrintSmith On Windows The upgrade instructions are the same as the installation instructions on Macintosh. You must first move the PrintSmith Folder into the Programs Folder. Run the applicable installer and navigate through the installation screens. Upon completion of the installer, the upgraded PrintSmith will be available in the PrintSmith Folder. Version 7.0 Page 15 of 25
  • 16. PrintSmith Installation and Upgrade Guide Installing and Upgrading Optional PrintSmith Software This chapter describes the installation and upgrade of some optional PrintSmith Software, such as Multi-User (including WorkStation), Portable, and Report Writer. Instructions on installing other optional software (such as PrintSmith Site) are provided in the applicable installation and set up guide for the software. PrintSmith Multi-User The PrintSmith Multi-User system consists of two components: PrintSmith Master and a PrintSmith WorkStation and/or PrintSmith Portable. Always launch the Master before you launch any Workstations. In order for a PrintSmith WorkStation to function, it must be connected to a PrintSmith Master. When you start a properly configured PrintSmith WorkStation, it searches for a specific PrintSmith Master and asks for permission to connect. The PrintSmith Master then checks to see if it can support an additional WorkStation and if so, registers the WorkStation and allows it to start. A standard PrintSmith Master with Multi-User supports three Workstations. Additional Workstations can be added as necessary. Contact PrintSmith or your reseller for pricing and details. You can run a PrintSmith Master as a stand-alone system by holding down the <shift> key while PrintSmith is starting. Once PrintSmith is running, disable the network in the Network Setup Preference panel. You can also shut down the network temporarily from the Master by selecting System Monitor in the Admin menu and while that window is open select the Close Network command in the File menu. You need to be careful about shutting off your Master PrintSmith computer while WorkStations are connected. If anyone is connected, PrintSmith will present a list of connected users and allow you to send them a message or force them off the network. Notes: If part of the network goes down for any reason, give PrintSmith time to recognize the situation. The Master may not recognize a WorkStation going down for up to 2 minutes. This interruption can prevent you from registering a WorkStation if the maximum number of WorkStations are already registered; but has no effect on the operation of the Master. If the Master goes down, all WorkStations may appear to hang. Generally, after about 30 seconds, the WorkStation will realize there is no Master and shut down. This reaction can also take up to two minutes. Page 16 of 25 PrintSmith
  • 17. Chapter 4 Installing And Upgrading Optional PrintSmith Software Networking For PrintSmith Multi-User In order for PrintSmith Multi-User to function properly, a network must be set up and networking must be activated on the PrintSmith Master before any WorkStations can connect. Setting Up A TCP/IP Network Macintosh and Windows operating systems have built in software for network communication. That, coupled with a network card (Ethernet card), allows computers, printers, and specifically PrintSmith to be networked. On both the Macintosh and Windows operating systems there are control panels. Included in those control panels are TCP/IP on the Macintosh and Network on Windows that allow you to setup a TCP/IP address. It is necessary for the Master computer in your PrintSmith network to have a static address. Each WorkStation must also have a defined TCP/IP address that is unique. Notes: On each WorkStation enter a different, unique address such as 1.1.1.2, 1.1.1.3, etc. It may be necessary to restart your computer before these new settings will be registered. Activating Networking Preferences In PrintSmith Master To activate networking: 1. In the PrintSmith Master, select Preferences from the Admin menu. The Preferences window is displayed. 2. Select Network Setup from the System Preferences List. The Network Setup Preferences information is displayed. 3. Select the method to use for PrintSmith networking. Notes: On a Master, you have several choices including disabling the network. If the network is disabled, no WorkStations will be able to connect. Version 7.0 Page 17 of 25
  • 18. PrintSmith Installation and Upgrade Guide Networking Schemes Name Purpose Disable Networking This option turns off the multi-user portion of PrintSmith. It is used mainly for stand alone systems or when you want to update or work on the Master and not allow any Workstations to connect. Classic AppleTalk Selecting this option allows connection of Macintosh computers and Windows machines running PC MAC LAN software. Workstations can connect to this Master using either Classic Apple Talk or Open Transport Apple Talk. This model is best suited to operating systems prior to 7.6 and is not recommended. Open Transport Apple Talk Selecting this option allows connections of Macintosh computers and Windows machines running PC MAC LAN software. It can be selected for any Macintosh with Open Transport 1.1.1 or newer. If available, it is recommended over Classic Apple Talk. Workstations can connect to this Master using Classic Apple Talk or Open Transport Apple Talk. This model is best suited for newer Power PC Macintosh machines and operating systems 7.6 or newer. TCP/IP Running this option uses TCP/IP exclusively. Any Macintosh with Open Transport 1.1.1 or greater can use this type of connection. Mac TCP is not compatible with this option and is therefore not supported. Any Windows machine with TCP/IP enabled can use this method of connection. This model is recommended for an ALL Windows networks or combination networks consisting of Macintosh and Windows. AppleTalk and TCP/IP Generally if you have TCP/IP enabled this is the recommended setting for a Macintosh Master. This setting allows any Macintosh or Windows machine to connect to the Master using ANY of the network options available, providing you have purchased this option. This model is best suited for a mixture of Macintosh and Windows computers on one network. Notes: OSX only supports Disable Networking and TCP/IP. Page 18 of 25 PrintSmith
  • 19. Chapter 4 Installing And Upgrading Optional PrintSmith Software Installing PrintSmith WorkStation The procedure for setting up a PrintSmith WorkStation is very similar to setting up a stand alone system except that PrintSmith WorkStation does not require a security key. You can install the WorkStation software on as many machines as you like. However, the PrintSmith Master can handle only the number and type of WorkStations licensed and is unable to recognize additional WorkStations once the limit is reached. Notes: WorkStation software must be the same version as the Master to operate. If not, you will receive an error message. Run the WorkStation installer. New WorkStation software will be installed in a folder called PrintSmith WS Folder or existing WorkStation software will be upgraded. (The WorkStation update process will only occur if your folder is named PrintSmith WS Folder). The first time you start a PrintSmith WorkStation, the Network Setup screen is displayed, requesting the serial number and network address of the Master. 1. Enter the serial number and TCP/IP address of the Master to which you intend to connect. Select a networking scheme compatible with the selection for the Master. After you enter the network setup information the WorkStation software will connect to the Master and update the prices and then shut down. Simply restart the WorkStation to use this newly updated software. 2. Click the OK button. The PrintSmith WS application will attempt to connect to the PrintSmith Master to update pricing. It is recommended you install or update the Master first and launch it before attempting a WorkStation installation. Following the initial update of prices, the software will shut down. Restart the PrintSmith WorkStation to use this newly updated software. Notes: Hold down the <shift> key when the WorkStation software starts up to display the Network Setup window. Installing PrintSmith Portable PrintSmith Portable can be installed on either Macintosh or Windows platforms but requires a unique hardware security key in order to operate in portable mode. To use the software, you must get current pricing and customer information from a Multi-User or Stand-alone PrintSmith System. The installer will create a PrintSmith Portable Folder in the destination folder. Upon completion, the installer reminds you that you need to connect to the Master to get current pricing and customer information before you use the software. PrintSmith Portable can be started in portable mode while connected to the network by disabling Networking in the Network Set up window within PrintSmith. Simply hold down the <shift> key when starting Portable and disable networking if you would like to run in portable mode. Otherwise, PrintSmith Portable will attempt to connect to a Master and it will work and behave just like WorkStation software. Version 7.0 Page 19 of 25
  • 20. PrintSmith Installation and Upgrade Guide Maintaining WorkStations and Portable Systems In order to reduce network traffic and improve performance, the “Prices…” folder is not shared (“Prices” in Windows). This means that each WorkStation, Portable, and Master must have its own “Prices…” folder. It is important that the “Prices…” folders on each computer in the network are identical. You can only modify pricing on the PrintSmith Master. When you change prices or preferences, all users must update their pricing system by selecting the Update Pricing command under the Admin menu from a WorkStation computer. Use Update Pricing or Synchronize Portable on PrintSmith Portable while connected to the network. When a Portable system is connected to the network, it works and behaves as a PrintSmith WorkStation. After you select the Update Prices command from the Admin menu the WorkStation / Portable software begins to copy the “Prices…” folder across the network. If the Pricing Setup file is changed, PrintSmith WS / Portable quits and you must restart the WorkStation / Portable application. A WorkStation has a few restrictions in its operation (different than that of a Master or stand-alone system). • Changes to the pricing system can only be made on the Master. However, Workstations do have access to stock definitions. In addition, many of the preferences panels are removed from the Preference command since they are also used to modify pricing preferences. • Only the Master system allows changes to the security system. Any changes you make to the security system apply to Workstations. These changes take effect whenever a WorkStation connects to a Master. You can change passwords at any WorkStation. • Daily and Monthly Closeouts can only be run from the Master. In addition, the network must temporarily be shut down while performing a Daily Closeout. PrintSmith will ask you if you want to disconnect Workstations before the network is shut down. • PrintSmith Portable will stop operating if not synchronized periodically with the Master. If this happens simply synchronize the Portable to continue using this software. Page 20 of 25 PrintSmith
  • 21. Chapter 4 Installing And Upgrading Optional PrintSmith Software Synchronizing PrintSmith Portable Not Connected To A Network See the document Changing Platforms in the “Documentation” folder for more detailed information on moving files from differing platforms. From the PrintSmith Master, you need to copy the “Prices…” folder to a floppy disk. 1. Shutdown the PrintSmith Master software. 2. Insert a disk in the Master’s floppy drive. 3. Copy the “Prices” folder to the floppy disk. Notes: If you are going from Mac to Mac or Windows to Windows skip to step 5. 4. Run the Converter on the Pricing Setup file and rename the folder for the appropriate platform: “Prices…” on Macintosh and “Prices” on Windows. For more information see the section below, Moving Prices from Macintosh to Windows and vice versa. 5. Insert the disk containing the pricing in the Portable computer. 6. Copy the “Prices” folder to the “PrintSmith Portable” folder. Use the above instructions the first time you install a PrintSmith Portable that is not connected to the network and any time prices and customers are changed at the Master. This update ensures that all Portables will work properly. A Portable system that has not gone through a Pricing Update over a short period of time will stop functioning and request that the pricing and customer information be refreshed. Simply update prices information as noted above. Moving Prices From Macintosh To Windows And Vice Versa When moving Prices from the Macintosh to the Windows platform manually, you will need to perform a small file conversion before using the data. PrintSmith has developed a special Macintosh application called Converter used to prepare your Pricing Setup file for use on either platform. The Pricing Setup file is critical to your PrintSmith pricing system. Simply drop the Pricing Setup file on the Converter and it prepares the file for transfer to the other platform. If the file is Windows ready it will convert it to Macintosh format. If the file is in Macintosh format, it will prepare for use on Windows. Once the file is converted move it back into the “Prices” folder and name the folder according to platform. Notes: On a Macintosh, you must add an ellipse (…) to the “Prices” folder by holding down the <alt> or <option> key and pressing the <colon> or <semicolon> key (:;). Version 7.0 Page 21 of 25
  • 22. PrintSmith Installation and Upgrade Guide PrintSmith Support and Services PrintSmith provides several types of support and assistance. • Customer Service • Documentation • Training • Maintenance Agreements and Email Forums • Product Suggestions Before Contacting PrintSmith For Support Before contacting PrintSmith Customer Support: • Make sure your hardware meets the minimum technical requirements. • Make sure your hardware and peripherals are set up correctly and that all cable connections are secure. • Consult the PrintSmith documentation. Read the Release Notes shipped with your copy of PrintSmith. A copy of the Release Notes and late breaking information are installed in the Documentation folder in your PrintSmith Folder. They are also available using PrintSmith’s Documentation if installed. • Collect the following information, which will help in answering your question: • Product name, serial #, and version. • Business name and/or owner name. • Business telephone number. • Operating system version and a description of your hardware. • Exact error message, if any, and all the steps that were taken in PrintSmith that led to the problem including the Event Log from the Master and if applicable each workstation. • Current Event logs are stored in the “Archives” folder in the “PrintSmith Folder”. • Old event logs are stored in the “History” folder in PrintSmith. These logs record events between daily closeouts and they may be useful in assisting you. They can be opened with simple text, word pad or any text editor. Page 22 of 25 PrintSmith
  • 23. Chapter 5 PrintSmith Support And Services Customer Service Phone Support PrintSmith customer service is available Monday through Friday from 7AM to 5PM, US Mountain standard time at 888.731.2618 or 480.785.0818. In North America, our primary method of providing support is via our toll free customer service number. You can also contact our main sales number and ask for service at 800.426.4963. Our European sales office can be reached at: 44.0.1.753.622606 and the fax is: 44.0.1.753.854339 Fax PrintSmith Service Department 480.785.0820 Email service@printsmith.com Mail PrintSmith, 451 North Dean Avenue, Chandler, AZ 85226-2745, U.S.A. Documentation During a normal installation from CD, PrintSmith Documentation is installed. It is not necessary to have the documentation installed on the hard drive to use this valuable information. It is available directly from the CD and in printed form. Additional hard-copies of the manuals can be ordered by contacting PrintSmith at 888.731.2618 or 480.785.0818 today! Training PrintSmith University classroom training is available on a regular basis at our offices in Chandler, Arizona or at various regional training sites throughout the world. Contact PrintSmith for a current schedule of training classes or look on the web site for a listing of upcoming training events. For training call us at PrintSmith at 480.785.0818 or in the UK at 44.0.1.753.622606 or visit our on line store at www.printsmith.com. Email Forums With your maintenance agreement, you can join the PrintSmith E-mail Forum to be automatically notified when an update is posted to the web site or to communicate questions and ideas with other users. If your maintenance agreement is current, you can manage your subscription to the list at www.printsmith.com. Accessing this site requires your user name and password. Product Suggestions PrintSmith is very interested in your comments and suggestions for improving PrintSmith products. Customer suggestions are the genesis of almost all changes made to PrintSmith products. Send your comments by fax, email, regular mail, or phone. We are always working on a new version; so do not hesitate to contact us if there is something you would really like to see in PrintSmith. While we value your comments and suggestions and we always give them serious consideration, it is not always possible to implement a suggestion. Version 7.0 Page 23 of 25
  • 24. PrintSmith Installation and Upgrade Guide Ordering Other Products To order any product or service from PrintSmith, contact a sales representative by phone at 800. 426.4963, fax 480.785.0820, or by e-mail to sales@printsmith.com. Visit our online ordering storefront at www.printsmith.com. Our European sales office can be reached at 44.0.1.753.622606. • Multi-User Networks PrintSmith supports multi-user networks. With the Multi-User software and WorkStation software installed, more than one person can be creating invoices, estimates, posting payments, and so on. In a multi-user network, everyone shares the same database and a change made at one WorkStation instantly shows up at all WorkStations. Multi-User does not require supporting software; the networking software is built into the PrintSmith Master. Upgrading to Multi-User is easy. You can purchase as many WorkStations as you need. • Report Writer/DownLoader The Report Writer product allows you to modify reports identical to the ones built into PrintSmith. You can also create custom reports and modify your job tickets to your specific needs. A Report Wizard feature shows you how to easily create reports. The DownLoader is useful for extracting information from PrintSmith for use in spread-sheets, accounting packages, and databases. With this powerful utility, you can generate custom reports for any period of time. • Extended Price Book Generator The Extended Price Book Generator is an add-on module that gives you added control and flexibility over the production of counter price books. • PrintSmith Portable PrintSmith Portable is designed with the outside salesperson in mind. It enables them to create estimates and invoices and add new customers while on the road. Invoices and estimates get their respective numbers when synchronized with the Master. • PrintSmith Site PrintSmith Site is our integrated e-commerce solution. Your customers can order products or submit requests for quotes on line saving you time 24 hour a day. • PrintSmith Composer PrintSmith Composer is a supplemental application that is used in conjunction with PrintSmith Site, allowing you to publish variable data documents so a customer can typeset, preview and approve their artwork on line. Page 24 of 25 PrintSmith
  • 25. Chapter 5 PrintSmith Support And Services • Cash Drawer and Receipt Printer PrintSmith includes support for a mechanical cash drawer and receipt printer. By adding these optional hardware items, you can use PrintSmith as a full featured cash register. • PrintSmith Job Tracking System, Bar Code Reader, and Palm Tracker SPT 1500 Modified Palm Pilot These products allow you to update your system regarding the status / location of each job in your operation. By simply swiping a bar code reader or Palm Tracker over a job ticket and a Master location sheet, PrintSmith can be updated as to the location / status of each and every job in your operation. The Palm Tracker is wireless, leaving you free to walk around your operation and scan in jobs. These systems require a bar code reader or Palm Tracker, and a special font. Contact PrintSmith for more information. • International Versions We have developed PrintSmith to work in a variety of international markets and languages. Contact us for availability of a system in your language and for information on ordering and support for these products. PrintSmith language files are version dependent. Make sure you have the correct language file that is appropriate for the software version you are using. Version 7.0 Page 25 of 25

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