User Interface Elements

Every software uses certain terminology to name masks, areas, dialogs or menus. As a user, you will always come across these terms when reading the user manual, we highly recommend that you read this article before starting with the user manual.

In this section we will cover:

  • The name of various User Interface Elements
  • Which functions and more specifically which tasks are covered
  • Which Settings are offered

Good knowledge of the user interface and settings enable you to develop a fluid and efficient Workflow.

The User Interface consists of the following elements/areas:

Menu Bar [7] (yellow) – Central Navigation, this is where you can navigate between the main menu items.

Action Bar [8] (magenta) – Displayed content is context sensitive, depending on the menu item selected.

Breadcrumbs [2] (green) – The »path« to the current page.

Filter Bar [3] (orange) – Is displayed for lists and is used to filter data records.

Central Area [4] (cyan) – This is the meat and potatoes of the Workflow. Content is displayed as lists, overview pages or selection areas.

Footer [6] (red) – Additional information pertaining to the currently selected area, also contains information about the license and version number of the Workflow.

Figure 1: A view of the Production Job list.

User Interface Elements in the Job list view - 1.7.3

The menu bar [7] is located on the left side of the screen and contains menu items such as Articles, Orders, Production Jobs, Automation, Color and Administration, as well as the user picture/avatar [1] of the logged in user.

Some menu items have a down-ward facing arrow [5]. They do not execute a call to action, but instead group other menu items. Clicking on the icon displays the available commands [10]. Whether one or more groups are displayed in the menu bar can be selected in the user preferences (Administration > Settings).

The menu bar has two distinct views, which can be toggled by clicking on the arrow [9] at the bottom left corner of the footer. These views are:

  • Standard view (bottom left)
  • Thumbnail view (bottom right)

If the thumbnail view is active, no pop-up arrows are available for the group icons. The menu items are then displayed by moving the cursor over the group symbol [11].

Figure 2: The standard as well as the thumbnail view of the menu bar.

Menu Bar Views both Standard and thumbnail

2. Action Bar

The action bar is located at the top of the screen. It provides access to Status [12], Actions [13], Flush Cache [14], Logout [15], Language Selection [16] and access to the User Manual [17].

Depending on the menu item selected, the type and number of actions available may vary.

Figure 3: The action bar displaying multiple functions.

Action Bar overview

2.1. Status

The Action Bar provides an overview of the status and workload of the Workflow server. The activity and status overview is described below. Yellow and red digits displayedin the icons indicate problems and/or warnings.

2.1.1. Activities

Figure 4: The Activities display in the action bar.

Activity Bar

Information about the progress of all processes running in the system is displayed using this icon [18]. It is always visible and opens the Activities Window when you click on it:

Figure 5: The Success tab in the Activities window.

Activity Bar drop-down expanded

The Activities Window has four tabs:

  1. Running: All running processes and the progress of the individual processes are displayed here. The number in the yellow circle (left above the symbol [18]) shows how many processes are currently being executed by the system.
  2. Queued: Here those processes are displayed that are waiting to be processed. The reason why a process is in the queue may be due to prioritization of a process on the one hand and overload of the existing system on the other hand.
  3. Success: All successfully executed processes are displayed here. Clicking on an entry [20] displays the start and end time and the resulting duration.
  4. Errors: This lists all failed and terminated processes, including causal error messages. The number in the red circle (to the right above the symbol [18]) indicates how many processes have failed.

Only the last seven entries are displayed in the respective tabs. As soon as there are more than seven entries, the possibility to switch to the next seven entries is offered below the tab [19].

Deleting Entries in the Activity Window

If you want to delete all entries from the list, click Clear List [21]. Individual entries can be removed from the list by clicking on the trash icon [22] shown to the right. Note that these entries will be irrevocably deleted!

Number of entries in the Activities Window

The number of entries displayed in the activity window depends on the number of processes that have finished in a given period. All activities beyond this time window are automatically deleted by the Workflow. The time frame used to automatically delete the activities can be set globally for the system under Administration > Settings > General under the option Display activities for XX hours.

Displaying Activity details

If you want more information about one of the listed processes, click on the entry in the list. The details of the process include:

  • The type of content (Production Job, Order, RIP, etc.)
  • Which Process Steps were executed
  • The start and end times of processes
  • The resulting process time is displayed

Additionally, under the Errors tab, error messages indicating the possible cause of the problem is displayed.

Figure 6: The Detail view of the process in the Activities window.

Activity Bar Detail Information
Hiding the »Activities« Window

The Activities Window overlays all open dialogs, menus and the central area. To close it, click the activity icon again.

2.1.2. System Status

In System Status [23] you can find out the runtime states and the License status your system has, including whether you have a maintenance contract or not.

Figure 7: The System Status icon visible in the action bar.

System Status Bar

Information about the current system status can be seen via the System Status icon [23]. This icon is always displayed regardless of which area is active in the Workflow. Clicking the icon opens the System Status window, which is divided into four tabs: Info, Configuration, File Management and License:

Number of Warnings and Errors

The number in the circle to the right above the System Status icon always indicates the sum of all status messages in these four tabs.

Overview

Here you will find version information about the central software components (Backend, Frontend and ZuniComm, the DW build as well as the Masterdata build) [24], also External Services (Zuni Extract, Zunicomm, Analytics Collector) [25] as well as the database (type, driver, version, path [29]).

If services need to be restarted, this can be done via the Restart Service buttons [27] for both PMS and ZuniComm via the interface.

Figure 8: The Info tab of the System Status window.

System Status Info Tab expanded
Configuration

As an example we see that the Configuration tab includes a list of all items that are missing various defaults. These include:

  • Substrate Categories with no default Substrate defined [28]
  • Substrates which have no default Substrate Definition [29]
  • Substrates with no default Color Policy [30]

Figure 9: The Configuration tab of the System Status window.

System Status Configuration Tab expanded

Correcting Errors

Incomplete Substrate Definitions can be called up and edited or completed by clicking on the respective entry. This should keep the list of incorrectly created Substrates as short as possible.

File Management

This indicates whether the paths to the central data storage location and the database are accessible to the Workflow.

Figure 10: The File management tab of the System Status window.

System Status File Management Tab

System Instability

If one of these drives or directories is not available, this can lead to a partial or complete failure of the Workflow system. These problems should be corrected as soon as possible.

License Information

The following licensing information is displayed:

  • License Package [31]. You can view which additional options have been activated for the package by clicking the icon [35].
  • OEM Partner, Licensee and Contact Person of the license holder [32].
  • Maintenance Contract ID, Maintenance Expiry Date for the currently activated license [33]. If there are any questions about a license, always use the Maintenance Contract ID in  communication with your contact person, because this way all license information can be found quickly.
  • Number of licensed HHR instances and licensed multiline printing systems [34].

Figure 11: The License tab of the System Status window.

System Status License Tab

2.2. Actions

In the second area, the Action Bar, displays all actions that can be used or are available at the moment. Depending on the selected menu item, the number of actions as well as the name of these actions can change.

In general, actions are executed by clicking on their entries/symbols. If several options are available for an action, these are displayed in a drop-down menu. So that the user can be sure for which element (e.g. Order, Order Print Item or Print Item) an action is executed, the corresponding designations are also displayed in these menus.

Figure 12: The action bar for a selected item in the item list.

Action Bar showing the +New and Process buttons

The most important Actions are:

  • New: Create a new element – Article, Order, Order Item, Production Job, Print Item, Color, Template and the like.
  • Edit: This allows you to edit a selected element – Article, Order, Order Item, Production Job, Print Item, Color, Template and the like. As long as no element has been selected, this action is inactive.
  • Duplicate: This allows you to duplicate a selected element – Article, Order, Order Item, Production Job, Print Item, Color, Template and the like.
  • Delete: You can use this function to delete selected elements.
  • Process: This entry can contain various actions that go beyond the normal Creation, Editing and Deletion of elements. Depending on the menu option, you can execute various processes in the Workflow. Examples of such processes are:
    • Create a Production Job from an Article or Order
    • Split a multi-page document into individual motifs
    • Convert multi-channel profiles into profiling variations: CMYK, CMYK-O, CMYK-OV, K only, etc. - from a large color space, such as, CMYK-OVG
    • Import a Pantone, HKS or RAL colour Library
    • Revert to an earlier version of a Print Item
    • Restore deleted data
  • Send to Printer: Production Jobs can be transferred to the printer, where the current RIP process is executed.
  • Export: You can use this function to export entire Orders, Production Jobs or Color Setups.

2.3. Flush Cache

Should display problems occur in the browser or if the browser is requiring excess processing power, you can empty the Browser Cache here. By clearing the cache, the browser requests all content from the server again, this should solve display problems.

To do this, click on the Flush Cache icon; it is important to note the following warning:

Figure 13: The Flush Cache icon displayed in the action bar.

Flush cache button

Please Note

By clearing the browser cache, all settings that a user has selected in the user interface are lost. These include the filters set for lists and the search field as well as the desired language settings.

2.4. Logout

The Logout button logs the user out of the current session. After logging out a new window appears and a new session can be opened under another user profile if desired. For more information, see the article Logging On to the Workflow.

Figure 14: The Logout icon of the action bar.

the Logout button

What happens to running processes?

Note that running processes are not terminated by logging off. However, upload processes may not be completed correctly.

2.5. Languages

With the last icon in the action bar you can select the Language of the user interface.

Figure 15: The Language selection icon in the action bar.

Language drop-down menu expanded

For more information on language availability and how to change languages, please refer to the article about Language Selection.

2.6. User Manual

The User Manual can be accessed in the respective language.

Figure 16: The User Manual icon in the action bar.

PMS WebGui :: Production Jobs

Below the Action Bar is the Breadcrumb Navigation. Breadcrumbs specify the "path" to the current element in the Workflow – and show the user in which functional area or hierarchal level of the Workflow they are located.

You can also use Breadcrumb Navigation to jump to higher hierarchy levels. To do this, click on a name within the "path", which will take you to the corresponding hierarchy level. The figure below, for example, shows that you are viewing the Print Data of a Production Job named »DW-400« under the Job menu category. To acces the Job List overview for example, you can click on Job.

Figure 17: Use breadcrumbs to quickly navigate between options in the Workflow.

Breadcrumb Navigation example

4. Filter Bar

Content can be filtered in a variety of ways. This bar is displayed for the most part in lists and is explained in detail in this article.

5. Central Area

All interaction with data (Print Items, Orders and Customer Data, etc.) takes place in the central area. Depending on the requirements of the work to be done, different display formats are used:

  • Lists – Lists of Articles, Orders, Production Jobs, etc.
  • Dialogs – Force Print, Print dialogs, Input dialogs, etc.
  • Step-by-step Instructions – Color Setups
  • Setting areas – Creating a Printer, creating a Substrate, creating a measuring device, etc.
  • Overview pages – Print Item detail view, light boxes, before and after comparisons, etc.

A detailed description of the different display formats can be found in the articles which follow this one.

The footer is located at the bottom of the screen and contains only one active element: an arrow [35] to switch the menu between standard and thumbnail view.

On the right you will find the copyright information of the Workflow and information about the installed version [36] as well as the license information [37].

Figure 18: The footer in the Workflow.

Footer Overview - 1.7.3