Updated on 2015-01-15

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This document provides detailed information about the installation and activation of PlanetPress® Connect 1.0. Connect technology and services will be introduced to the public from early 2015 under several different brand names:

®

®

Version 1.0 is branded as PlanetPress® Connect only. PReS® Connect and PrintShop Mail Connect will be introduced later in 2015.

________________________________________________________________________ © 2015 Objectif Lune Inc. All rights reserved. No part of this documentation may be reproduced, transmitted or distributed outside of Objectif Lune or PrintSoft by any means whatsoever without the express written permission of Objectif Lune Inc. Objectif Lune Inc. disclaims responsibility for any errors and omissions in this documentation and accepts no responsibility for damages arising from such inconsistencies or their further consequences of any kind. Objectif Lune Inc reserves the right to alter the information contained in this documentation without notice.

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Table of Contents Overview . ……………………………………………………………………………………………………………………………………..4

1. Starting the Installer for the Designer\Server ........................................................................ 6

2. Selecting the Required Components ..................................................................................... 7

3. Summary of the Selected Components .................................................................................. 8

4. License Agreement ............................................................................................................... 9

5. Configuring MySQL ............................................................................................................. 10

6. Manually Configuring the Database Connection .................................................................. 11

7. Configuring the Server ........................................................................................................ 12

8. Completing the Installation ................................................................................................. 13

9. The Product Update Manager ............................................................................................. 14

10. How to launch PlanetPress® Connect .................................................................................. 15

11. Using PlanetPress® Workflow with PlanetPress® Connect .................................................... 16

12. How to activate PlanetPress® Connect 1.0 and PlanetPress® Workflow 8 ............................. 17

13. How to uninstall PlanetPress® Connect and PlanetPress® Workflow 8 ................................. 20

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PlanetPress® Connect 1.0 comprises of 2 different installers: one for the Designer\Server and the other for PlanetPress® Workflow 8. Note that the Print Manager component for IPDS is not available to PlanetPress® Connect since this is only applicable to the later PReS® Connect and PrintShopMail Connect versions. These will become available in the first half of 2015. Where to Obtain the Installers: The installers for PlanetPress® Connect 1.0 and PlanetPress® Connect Workflow 8 can be obtained on CD or downloaded as follows:

If you are a Customer, the installers can be downloaded from the Objectif Lune Web Activations page: http://www.objectiflune.com/activations

If you are a Reseller, the installers can be downloaded from the Objectif Lune Partner Portal: http://extranet.objectiflune.com/

For information on licensing, please see section 12 How to activate PlanetPress® Connect 1.0 and PlanetPress® Workflow 8. Important Note for Users of Release Candidate 3: In order to install Version 1.0, it is necessary to first uninstall Release Candidate 3. The PlanetPress® Connect 1.0 installer will prompt you to do this before you start the 1.0 installation. Follow the onscreen prompts in the installer to perform the uninstall. Alternatively you can uninstall Release Candidates 3 manually:

1. Navigate to “Add/Remove Programs” in the Windows Control Panel and uninstall the Release Candidate.

2. You can then run the setup for Version 1.0 as described later in this document. For information on uninstalling any earlier Betas or Release Candidates 1 and 2, please contact your local Support team.

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General Installation Requirements:

If you have been using Release Candidates 3, this must first be uninstalled. For more

information, see Important Note for Users of Release Candidates 3 above.

Version 1.0 is supported on Windows Server 2008 (English), Windows 7 (English), Windows

2008 Server R2 (English), Windows 8.1 (English) or Windows 2012 Server. Note that Version

1.0 is not supported on Windows XP, Windows 2003 and 32 Bit desktop versions of Windows.

A minimum of 8 GB of RAM is required (10 GB recommended) and 10 GB of free disk space.

Version 1.0 can be installed under a regular user account with Administrator privileges.

You must install on an NTFS file system.

In order to use the automation feature in Version 1.0, you need to install PlanetPress®

Workflow 8. This can be installed on the same machine as an existing PlanetPress® Suite 7.6

installation or on a new computer. For more information, please see section 11, Using

PlanetPress® Workflow with PlanetPress® Connect.

As with any JAVA application, the more RAM available, the faster the product will execute.

Installing PlanetPress® Connect on Machines without Internet Access

In order to install PlanetPress® Connect it is necessary for the GoDaddy Root Certificate Authority to be installed (G2 Certificate) on the host machine and for this to be verified online. When a machine hosting the installation does not have access to the Internet, the installation will fail because the verification cannot be performed. To solve this problem you must first ensure that all Windows updates have been installed on the host machine. You then need to complete the following steps:

1. Go to https://certs.godaddy.com/repository and download the following two certificates to copy to the offline machine:

GoDaddy Class 2 Certification Authority Root Certificate - G2 - the file is gdroot-g2.crt

GoDaddy Secure Server Certificate (Intermediate Certificate) - G2 - the file is gdig2.crt

2. Install the certificates: Right mouse click -> Install Certificate, and follow the steps through the subsequent wizard.

3. Now copy the PlanetPress® Connect installer to the offline machine and start the installation as normal

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1. Starting the Installer for the Designer\Server

The PlanetPress® Connect installer may supplied as an ISO image or on a CD:

If an ISO image, either burn the ISO onto a CD or unzip the contents to a folder (keeping the folder structure)

If on a CD, either insert the CD and initiate the installation from there or copy the contents to a folder (keeping the folder structure)

You then need to navigate to the PlanetPress_Connect_Setup_x86.exe and double-click on it. After a while the Setup Wizard will appear to guide you through the installation steps:

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2. Selecting the Required Components

After clicking the Next button, you will be prompted to do the following:

Select the products you wish to install i.e., Designer and\or Server (Server with or without

the MySQL local server).

Specify the installation path

The installer also allows you to calculate how much disk space is required for installing the selected

components and to see how much space is available. It also displays the location of the setup files:

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3. Summary of the Selected Components

Once the required components and installation path have been specified, clicking the Next button will take you to the confirmation page:

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4. License Agreement

The following page displays the End User License Agreement. Please read the terms and conditions and select “I agree” to proceed:

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5. Configuring MySQL

If you have opted to install the Server with the optional MySQL local server, you will be prompted to configure the MySQL service parameters:

When installing a new MySQL Database you can choose any password you like for the “root” user and then confirm it underneath. This is by design to allow you to set up a new password for the root. You can also just accept the defaults.

A check is run to confirm whether the specified TCP\IP Port Number is available on the local machine. If it is already being used by another service, the number is highlighted in red and a warning message is displayed at the top of the dialog.

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6. Manually Configuring the Database Connection

If you selected to install the Server without the MySQL feature, you will be required to specify the database to which you wish to connect:

In the current version of Connect, only MySQL installations are supported

The connection must be validated using the Test Connection button before you can proceed with the installation

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7. Configuring the Server

If you opted to install the Server, you will be prompted to configure the associated user settings:

The Run Server as controls are used for specifying the dedicated user account under which the Windows service should run. The Server Configuration tool can only be run by the user whose details were entered here. The “Username” must have Administrator privileges and must have a password associated with it.

The settings must be validated using the “Validate User” button before you can proceed with the installation. The validation checks to ensure that the specified user has administration privileges and that the correct password has been entered.

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8. Completing the Installation

Clicking Next on the relevant configuration page will start the installation. Once it is complete, an Installation Summary page is displayed:

If an issue was encountered during the installation, you can click on the “Show Log…” button to obtain details. This information can then be provided to Objectif Lune for troubleshooting.

The “Configure Update Check” control is selected by default. This will open the Product Update Manager after completing the installation. This allows you to configure your installation to regularly check for updates to which you are entitled on the Objectif Lune Update Manager. Note that this checkbox may not be available in the event that an issue was encountered during the installation.

When you are ready click the “Finish” button to close the installation wizard, and, if selected, to initialise the Product Update Manager.

IMPORTANT NOTE: In order to use the automation feature in PlanetPress® Connect 1.0, you need to install PlanetPress® Workflow 8. For more information, please see section 11 Using PlanetPress® Workflow with PlanetPress® Connect.

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9. The Product Update Manager

If the “Configure Update Check” option has been selected, the following message will be displayed when you click “Finish” in the setup:

Click “Yes” to install or open the Product Update Manager where you can specify the frequency with which the updates can be checked and a proxy server (if required). Note that if you have already installed the Product Update Manager with another OL application, it will be updated to the latest version and will retain any settings you have previously specified:

Make your required settings and then click OK to query the server and obtain a list of any updates that are available for your software.

Note that the Product Update Manager can also be called from the “Objectif Lune Update Client” option in the Start menu.

It can be uninstalled via Control Panel|Programs|Programs and Features.

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10. How to launch PlanetPress® Connect

The installation creates entries in the Start Menu under Objectif Lune|PlanetPress Connect:

To launch the Designer, select the “Connect Designer” shortcut.

To configure the Server Service, select the “Connect Server Configuration” shortcut.

To launch the Software Activation tool, select the “Connect Software Activation” shortcut.

To open the current release notes, select the “Release Notes” option

Note: The Server is installed as a service rather than an application and does not have a shortcut.

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11. Using PlanetPress® Workflow with PlanetPress® Connect

If you wish to use PlanetPress® Workflow (automation) in conjunction with PlanetPress® Connect, you will need to install PlanetPress® Workflow 8 onto the same machine. Workflow 8 is provided through a separate installer which is available on CD or for download as follows:

If you are a Customer, the installer can be downloaded from the Objectif Lune Web Activations page: http://www.objectiflune.com/activations

If you are a Reseller, the installer can be downloaded from the Objectif Lune Partner Portal: http://extranet.objectiflune.com/

PlanetPress® Workflow 8 can be installed in parallel on the same machine as an existing PlanetPress® Suite 7.x installation. Note however:

If both versions need to be hosted on the same machine, PlanetPress® Workflow 8 should always be installed after the legacy PlanetPress® Suite 7.x installation.

When uninstalling PlanetPress® Workflow 8, you may be prompted to repair your legacy PlanetPress® Suite 7.x installation.

For more information on the licensing of Workflow 8, please see section 12 How to activate PlanetPress® Connect 1.0 and PlanetPress® Workflow 8. Known Issues in PlanetPress® Workflow 8:

Note that Fax and Archive in PlanetPress® Workflow 8 will not fax and archive with indices with PlanetPress® Connect 1.0. This will be introduced with Version 1.1 of Connect.

If PlanetPress® Workflow 8 has been installed alongside PlanetPress® Workflow 7, Capture can no longer be used with Workflow 7. The plugins are now registered uniquely to Workflow 8 and the messenger for Workflow 7 is taken offline. It is only then possible to use Capture from PlanetPress® Workflow 8.

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12. How to activate PlanetPress® Connect 1.0 and PlanetPress® Workflow 8

PlanetPress® Connect and PlanetPress® Workflow 8 include separate 30 day trial periods during which it is not necessary to have a license for reviewing basic functionality. If you need an extension to the trial periods or require a license for specific functionality or plugins (e.g., the PReS Plugin for Workflow 8), you will need to request a new activation code. Note that if you have installed an earlier Beta version or Release Candidate of PlanetPress® Connect or Workflow 8 that the 30 day trial period may have already expired. In this case you will also need to request a new activation code. To obtain an activation file, you first need to retrieve your machine-specific OL™ Magic Number. Retrieving the Magic Number in PlanetPress® Connect: Go to the Start menu and navigate to “Objectif Lune|PlanetPress Connect|Connect Software Activation”. This will open the “PlanetPress Connect Software Activation” dialog from where you can copy the Magic Number. Click on the icon next to the Magic Number box to copy the number to the clipboard:

Retrieving the Magic Number in PlanetPress® Workflow 8: If you have installed PlanetPress® Workflow 8 without PlanetPress® Connect, you can access the Magic Number via the Software Activation button in the application. This will open the following dialog:

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Requesting the License: After you have retrieved your Magic Number, you then need to do one of the following to request a license for both PlanetPress® Connect and Workflow 8:

If you are a Customer, you must submit your Magic Number and PlanetPress® serial number* to Objectif Lune via the Web Activations page: http://www.objectiflune.com/activations. The OL Customer Care team will then email the PlanetPress® Connect license file to you.

If you are a Reseller, you can create an evaluation license via the the Objectif Lune Partner Portal by following the instructions there: http://extranet.objectiflune.com/

* Note that if you do not have a PlanetPress serial number, one will be issued to you by the OL Activations team. The License File:

The license file returned to you will contain activations for all of the required components e.g., the Designer, Server, PlanetPress® Workflow 8, etc. The filename of the PlanetPress® Connect license is License.OLConnectLicense.

In Version 1.0 two different processes are involved for activating the license. One process is required for activating PlanetPress® Connect and another process is required for activating PlanetPress® Workflow 8. However both applications use exactly the same license file (the activation process will be combined in a later release). Activating PlanetPress® Workflow 8: PlanetPress® Workflow 8 uses the same licensing scheme as PlanetPress® Connect. There are 2 ways of activating the license for Workflow 8 after you have saved it to a suitable location:

If you only have PlanetPress® Workflow 8 installed you can double-click on the license for the PlanetPress® Workflow 8 License Activation dialog to open. Applying the license here allows you to activate all of the required Workflow 8 components.

If you have both PlanetPress® Workflow 8 and PlanetPress® Connect installed, it will not be possible to double-click on the license file as this will always open the PlanetPress® Connect Activations Tool. Instead you must open PlanetPress® Workflow 8 manually and apply the license through its activations dialog.

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Activating PlanetPress® Connect: To activate PlanetPress® Connect, simply save the license file somewhere on your computer where you can easily find it, such as on your desktop. You can then load it via the “Load license file” button or double-click on it. The latter will also open the “PlanetPress Connect Software Activation” tool. The “PlanetPress Connect Software Activation” tool displays information about the license and the End-User License Agreement (EULA). Simply click on the “I agree” radio button and then click “Install License” to activate the license. The license will then be registered on the computer and you will be able to start using the software. NOTES:

In Version 1.0 a message will appear warning that the Server services will need to be restarted. Just click OK to proceed.

In Version 1.0 if you click on the Information button in the PlanetPress® Connect Software Activation dialog, the expiry date for the 30 day trial license may not display the correct expiration date. This is a known issue and will be fixed in Version 1.1.

Click on the Information buttons to display more detailed information about the license.

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13. How to uninstall PlanetPress® Connect and PlanetPress® Workflow 8

Important Note: in earlier Betas and Release Candidates, uninstalling Connect would also uninstall the MySQL database containing data sent through the Server or Designer while producing output. From Version 1.0 onwards the database is no longer removed on uninstall. In order to uninstall PlanetPress® Connect and PlanetPress® Workflow 8:

1. Open “Add/Remove Programs” or “Programs and Features” in the Windows Control Panel 2. Select the required applications 3. Click the “Uninstall” button to launch the uninstall wizard 4. Follow the onscreen prompts

In PlanetPress® Connect the first page of the Uninstall Wizard shows a summary of the installation details. Click the “Next” button to start the uninstall process. Once the uninstall is complete, a summary page is displayed:

If an issue was encountered during the uninstall, you can click on the “Show Log…” button to obtain details. This information can then be provided to Objectif Lune for troubleshooting.

To close the uninstall wizard, click the “Finish” button.