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 [1] (yellow) – This is where you can navigate between the main menu items.

Action Bar [2] (magenta) – Displayed content is context sensitive, depending on the selected menu item.

Breadcrumbs [3] (green) – "path" to the current page.

Filter Bar [4] (orange) – Displayed in lists and used to filter entries.

Central Area [5] (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.

The menu bar [1] 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 [13] of the logged in user.

Some menu items have a down arrow [10]. They do not execute a call to action, but instead group other menu items. Clicking on the icon displays the available commands [14]. 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 [12] 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 [15].

Menu Bar Views both Standard and thumbnail

2. Action Bar

The Action Bar [2] is located at the top of the screen. It provides access to Status [16], Actions [17], Clear Cache [18], Logout [19] and Language Selection [20].

Depending on which menu item you have selected, the type and number of actions offered may vary.

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 attached to the icons indicate problems and/or warnings.

2.1.1. Activities

Activity Bar

Information about the progress of all processes running in the system is displayed using this symbol [21]. It is always visible and opens the Activities Window when you click on it:

Activity Bar drop-down expanded

The Activities Window has three 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 [21]) shows how many processes are currently being executed by the system.
  2. Success: All successfully executed processes are displayed here. Clicking on an entry [24] displays the start and end time and the resulting duration.
  3. Errors: This lists all failed and terminated processes, including causal error messages. The number in the red circle (to the right above the symbol [21]) 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 [25].

Deleting Entries in the Activity Window

If you want to delete all entries from the list, click Clear List [22]. Individual entries can be removed from the list by clicking on the trash icon [23] shown to the right. Note that these entries will be irrevocably deleted!

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.

Getting details on Activities

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
  • The resulting process time is displayed in detail [26].

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

Activity Bar Detail Information
Hide Activities Window

The Activities Window overlays all open dialogs, menus and the central area. To close it, click the activity icon [21] again.

2.1.2. System Status

In System Status [27] you can find out the runtime states and the License status your system has.

System Status Bar

Information about the current system status can be seen via the System Status symbol [27]. This symbol is always displayed regardless of which area is active in the Workflow. Clicking the symbol opens the system status window, which is divided into four tabs - Info, Configuration, File Management and License:

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) [28], the database (type, driver, version, path [29]) as well as Server memory usage, processors available and the current IP address being used including the Port Number [31] of the server.

If services need to be restarted, this can be done via the Restart Service buttons [30] for both PMS and ZuniComm.

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 [32]
  • Substrates which have no default Substrate Definition [33]
  • Substrates with no default Color Policy [34]
System Status Configuration Tab expanded

Incomplete Substrate Definitions can be pulled up and edited or completed by clicking on the respective entry.

File Management

This indicates whether the paths to the central data storage location and the database [35] are accessible to the Workflow.

System Status File Management Tab

If one of these drives or directories is not available, this can lead to a partial or complete failure of the Workflow system.

License Information

The licensing information is displayed:

  • License Package [36] – Display the type of license currently being used with the Workflow
  • Licensed To, Contact Details and Contact E-mail [37] – Details concerning the licensee, contact person and E-mail are displayed here.
  • Expiry Date [38] – Expiration date of the maintenance contract for the activated license.
  • Maintenance Expiry Date [39] the number of days until the license expires.
System Status License Tab

The number in the circle [40] to the right of the System Status symbol always indicates the sum of all status messages in these four tabs.

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 menu item action, the number of actions and the name of these actions may change.

In general, actions are performed by clicking on their respective entries/symbols. If several options are available for an action, a drop-down menu [41] is displayed. To ensure that the user is sure which element (for example: an Order, Order Item or Print Job) carries out which action, the corresponding descriptions are also displayed within these menus.

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 profile to a CMYK profile or black-only profile
    • 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 Profiles.

2.3. Flush cache

Flush cache button

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 Empty Cache icon; it is important to note the following warning:

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

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.

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 [42] of the user interface:

Language drop-down menu expanded

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

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.

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 – e.g. Color Profiling
  • Setting areas – Creating a Printer, creating a Substrate, creating a measuring device, etc.
  • Overview pages – Motif detail views, 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 [11] and contains only one active element: an arrow [43] to switch the menu between standard and thumbnail view.

On the right you will find the copyright information of the Workflow [44] and information about the frontend version as well as the license information [45].