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Disclaimer
While all due care has been taken in preparing and checking this document, Pronto Software Pty Ltd can not
guarantee the accuracy, completeness or currency of this information for all installations of PRONTO Xi due to the
large number of variables involved in any given implementation.
The TrueForm product should always first be installed and configured in a test environment and the output results
verified before introduction into a production environment. The customer is solely responsible for the protection,
backup and operation of their IT infrastructure as Pronto Software Pty Ltd can not identify all the potential risks.
Table of Contents
1 About this So Easy Implementation Guide ..................................................... 1
7 Configuring the TrueForm Form Projects and Print Server Queues .............. 12
8.1 Configuring PRONTO-Xi for Direct Printing of TrueForm Print Requests ........... 18
8.2 Printing to TrueForm ................................................................................ 19
10.1 Creating Print Queues on the Print Server for TrueForm Formatted FaxMail
Output ....................................................................................................25
10.2 Configuring PRONTO-Xi for TrueForm Formatted FaxMail Output .....................26
10.3 Configuring the Folder Monitor Utility (Windows PRONTO-Xi Installations Only) 29
10.4 Configuring ActiveFax Server for TrueForm Formatted FaxMail Output .............30
10.5 Configuring ActiveFax Clients (Windows PRONTO-Xi Installations Only) ...........31
10.6 How TrueForm Formatted FaxMail Output is Generated .................................31
10.7 Ad-Hoc Faxing of TrueForm Formatted Documents ........................................32
10.8 Loading the ‘TF’ Trigger Code if Not Available ...............................................34
11.1 Viewing the Server Log File to Troubleshoot Printing Problems .......................35
11.2 Updating Projects on the Print Server ..........................................................35
11.3 Backing Up the TrueForm Form Projects ......................................................36
1.1 Audience
This document is written for technical consultants or PRONTO-Xi Administrators tasked with
installing and configuring TrueForm.
The TrueForm implementer will need to either be able to personally perform the following
tasks, or organise for the relevant administrator to perform them:
1.2 Assumptions
In this guide, it is assumed that:
1.3 Conventions
The following symbols are used in this guide:
Icon Purpose
2 About TrueForm
TrueForm is a document output management system for visual enhancement and print
management of document output from PRONTO-Xi. TrueForm comprises the following two
software components:
1. TrueForm Designer: A WYSIWIG forms design program that takes as input the forms data
generated by PRONTO-Xi and allows the form designer to enhance the printed output by
customising the fonts and colours, adding logos, graphics, bar codes, signatures, etc., and
applying conditional logic to the data, or the formatting of that data. The customised form
layouts created are saved as form projects and uploaded to the Windows print server on
which the TrueForm Server software component is installed.
2. TrueForm Server: A central print management service that takes the standard document
output from PRONTO-Xi, applies the appropriate form project created in TrueForm Designer,
and then forwards the enhanced document to the printer. As well as the Windows service,
there is also an administration program for activating the TrueForm Server software,
configuring the print queues and their associated form projects, viewing log files, etc.
The relationship between the TrueForm components is illustrated in the following figure.
For detailed information on the system requirements for the Windows PC on which
TrueForm Server is installed, refer to Appendix A, ‘TrueForm Server/Designer Installation
Requirements’.
For optimum printing performance, Pronto Software recommends that the server be used
exclusively for managing TrueForm printing. If using the FaxMail capabilities of
PRONTO Xi in conjunction with TrueForm, it is possible to also install the ActiveFax
component of FaxMail on the print server.
This IP address is needed later to create an entry for the Windows print server in the
/etc/hosts file on the UNIX/Linux system.
3. Insert the TrueForm Installation CD in the CDROM drive.
If the installation program does not launch automatically, run the program ‘trueform.exe’
in the root folder of the CD.
4. Click Next on the Welcome page to proceed to the Select Installations page.
5. Select the TrueForm Server component and, if necessary, the Acrobat Reader component.
Note: Either Adobe Acrobat Reader or a compatible PDF viewer is required to view the
guides supplied with TrueForm.
For detailed information on adding and configuring print queues, refer to the Windows
documentation, and Chapter 4, ‘Setting Up Print Queues’ of the TrueForm Server User
Guide or Windows help.
For UNIX/Linux installations of PRONTO-Xi, make sure that the Print Services for UNIX
Windows component is installed and running as described in the following Microsoft
Technet article:
http://technet.microsoft.com/en-us/library/bb457002.aspx
The following instructions assume the implementer is familiar with the process for
adding a new printer using the Add Printer Wizard. Only those settings essential for
configuring a print queue for TrueForm are described.
3. For each print queue being defined:
a) Select Add Printer on the File menu to start the Add Printer Wizard.
b) On the Local or Network Printer page, always select Local printer attached to this
computer.
If setting up a network printer, ignore the Windows message that no local printer
was able to be detected.
c) On the Select a Printer Port page, select the relevant port if the printer is connected
locally or, for a network printer, select Create a New Port and then select Standard
TCP/IP Port in the Type of Port drop-down menu.
d) If setting up a network printer, specify the IP address or DNS name of the printer and
a port name in the Add Standard TCP/IP Printer Port Wizard.
If necessary, consult your local network administrator to obtain the IP address of the
printer.
e) On the Printer Sharing page, select Share name and enter the name of the printer
queue as recorded on the Worksheet. In the Location and/or Comment fields, enter a
description of the queue, for example ‘TrueForm invoices print queue’.
Having configuring each print queue as described above, they will be automatically
recognised by the TrueForm Server software.
4. Create an entry for each TrueForm print queue that was defined on the print server, as
illustrated below, then save the file and exit the editor.
a) For UNIX/Linux installations of PRONTO-Xi, set the sysname field the same as the
queue name:
tfq_inv, type=trueform, sysname=tfq_inv, no_form_type, no_ff,
tfq_po, type=trueform, sysname=tfq_po, no_form_type, no_ff,
b) For Windows installations of PRONTO-Xi, set the sysname field to the share name of
the printer:
tfq_inv, type=trueform, sysname=\\myprintserver\tfq_inv,
no_form_type, no_ff,
6. If not already present, create the following entry then save the file and exit the editor.
#
trueform|TrueForm print queue,
lf=\n, und=, bold=, form=,
It is important to create the entry exactly as shown above. The printcap entry must not
contain any formatting instructions (bolding, underlining, etc.) otherwise the
TrueForm Server program will not apply the TrueForm layout to the document.
7. Exit the PRONTO-Xi Admin utility to return to PRONTO-Xi.
2. Copy the above files to the company dataset directory, as shown in the Data Directory Path
column in the Maintain Company Details (SYS M032) function.
The above file names and version numbers (*H6, *L4) are those expected by the layout
merge function in PRONTO-Xi 650.x. If the merge function in the installed version of
PRONTO-Xi expects a different file version number, the required file name is shown
in an error message. Rename the files in the dataset directory accordingly and then
run the merge function again.
For a comprehensive list of the data fields incorporated into the supplied standard
layouts, see Appendix C: Layout Field Codes Reference.
For full details on defining and configuring the override program table entries referred to
below, refer to the PRONTO-Xi System Administration manual.
2. Select the Maintain mode to access the maintenance view of this code table.
3. In case the original setup needs to be restored at a later time, record the current settings of
the following table entries in Field 5 on the Worksheet:
4. Use the Correct mode on the Customised Program Codes – PR screen to set all of the
above entries to ‘TF’.
5. Ensure that the following entries in the override program table are set as shown:
Override program table entry… Required setting…
STATEMENT deb/m19custom.spl
PURCHASE po/m62custom
INVOICE so/m54custom
For information on the system requirements for the Windows PC on which TrueForm
Designer is installed, refer to Appendix A, ‘TrueForm Server/Designer Installation
Requirements’.
3. Click Next on the Welcome page to proceed to the Select Installations page.
4. Select the TrueForm Designer and PRONTO-Xi Form Projects components and, if
necessary, the Acrobat Reader component.
Note: Either Adobe Acrobat Reader or a compatible PDF viewer is required to view the
guides supplied with TrueForm.
For full details on creating and editing form layouts, refer to the TrueForm Designer User
Guide. If assistance with customising or creating form layouts is required, contact the
local Pronto Support Centre who will be happy to organise suitable training or consulting
services.
Each of the supplied TrueForm form projects will now be configured by first locating the
relevant datamapping file outputted from PRONTO-Xi, and then replacing the logo image
with the required company logo.
3. Select and open the invoice data file that was outputted from PRONTO-Xi (refer to Field 6
on the Worksheet for the name that was given to the file).
The invoice layout project is opened and the TrueForm Designer window should look
similar to the image below.
On the left side of the screen is the Design Window which provides a WYSIWYG view of
the printed layout. Notice that there is a red border around the header of the form
because the Set Header tab is selected at the bottom left of the Design Window.
On the right side of the screen is the Input Window which shows the contents of the input
file that has been selected. As the cursor is moved over the elements in this window, the
names of the data variables are displayed.
The invoice form project is used to process picking slips and delivery dockets as well
as invoices. It is only necessary to load the input files that were created for picking
slips and delivery dockets if customisations specific to those form types are required.
4. Select the Project Background tab at the bottom of the Design Window.
The company logo has been added to the layout as a background element, so this tab
needs to be selected to access the logo.
6. Click Import, navigate to the folder with the company logo image and open it.
TrueForm Designer converts the image into a ‘.eps’ file and saves it to the CommonProject
folder where TrueForm Designer was installed.
After importing an image as above, the same image can be accessed directly by
clicking Select.
7. Click OK to apply the change and close the Subform Properties dialog.
The image is automatically scaled to fit the frame occupied by the original image.
8. If necessary, the image can be resized using the resize handles around the outside of the
image. The position of the image can be adjusted by dragging and dropping it using the
left mouse button.
9. Select Save As on the File menu and save the project to a new name so the default project
is not overwritten. Record the name of the project in Field 7 on the Worksheet.
10. Repeat steps 2 to 9 above to customise the purchase order and customer statement layouts
(see Table 1 on Page 12). In each case, locate the relevant datamapping file as recorded in
Field 6 on the Worksheet, and save the form project to a new name and record the name in
Field 7 on the Worksheet.
When transferring projects to the server, if the Prompt to overwrite files checkbox in the
transfer dialog is not selected, no warning is given if a file of the same name already exists. It
is therefore essential that the TrueForm data directories on the print server be included in the
corporate backup procedures.
3. Click Select in the top right of the dialog, hold down the <Ctrl> key and click on each of
the three customised form projects created in the previous section, then click Open.
4. Click Browse next to the Server project directory dropdown, navigate to and select the
WorkDir folder under the TrueForm folder that was shared on the Windows print server,
for example ‘\\myserver\tf_share\WorkDir’ (refer to the share name recorded in Field 3
on the Worksheet), then click OK.
5. Click Browse next to the Server resource directory dropdown, navigate to and select the
TrueForm folder that was shared on the Windows print server, for example
‘\\myserver\tf_share’, then click OK.
6. Click Transfer to copy the customised projects on the design workstation to the project
directory on the Windows print server.
For each selected project, TrueForm Designer copies the associated .cfp6 (project) and
.dmp6 (datamap) files.
Note: The TrueForm Designer program does not include a menu function for transferring
form projects in the opposite direction, that is, from the Windows print server back to the
design workstation. For a discussion of when this might be necessary, and instructions on
how to perform the transfer, see Appendix B: Troubleshooting and Tips & Tricks.
2. Click on a print queue that will be used with TrueForm and select Enabled on the Queue
menu.
3. Select Properties on the Queue menu, then select the General property sheet.
4. Make sure that the Project directory text box specifies the WorkDir folder where the
TrueForm Server software was installed.
5. In the Default project drop-down, select the relevant TrueForm form project according to
the type of document that is to be processed by this print queue (refer to Field 7 on the
Worksheet where the names of the customised form projects have been recorded).
6. In the Default merge configuration drop-down, select the type of output, PCL or Postscript,
to be sent to the printing device associated with this print queue.
The results of load tests performed by Pronto Software show that significantly
higher printing speeds can be achieved with Postscript output than with PCL
output. For optimum printing speed when using PCL output, only use a colour
PCL driver if actually printing in colour.
TrueForm Server provides a number of printer resource management options for each
of the format options. For example, a Postscript print queue can be configured to
preload or store resources in the printer’s volatile memory to speed up the printing
process. For full details, refer to the ‘Configuring Print Queues’ section of the
TrueForm Server User Guide.
7. To retain print jobs for possible reprinting at a later time using the Reprint Manager
utility, select the Advanced tab and specify for how long the print jobs are to be kept
(maximum 30 days), and whether the reprint jobs should be sent to a different queue.
For full details of the available print queue configuration options, refer to the
‘Configuring Print Queues’ section of the TrueForm Server User Guide.
8. Click OK to save the settings and close the Queue Properties dialog.
9. Select Enabled on the Queue menu to activate the print queue within the TrueForm
Server software.
define the queue as ‘TEXT’ and configure the print service on the TrueForm Server to convert
the print data on all print queues, or selected print queues to the datatype ‘RAW’.
If this situation applies to the current implementation, then follow the instructions below,
which have been reproduced from the following Microsoft Knowledge Base articles, to enable
LPR Passthrough mode:
The following procedure involves making changes to the registry. Using the
Registry Editor incorrectly can cause serious, system-wide problems that may
require Windows to be reinstalled. It is therefore highly recommended to back up
the registry or create a system restore point before carrying out the steps below.
Company Via the Environs mode in the Via the Environs mode in the Maintain
Maintain Company Details Company Details (SYS M032) function
(SYS M032) function
For invoices/credit notes, delivery dockets and picking slips, it is possible to write a custom
program to select the print queue based on, for example, the order source or customer account
code. This program is then specified in a SO_PRT_SEL entry in the Override Program Table
(SYS M359) function.
For full details on the above environment variables and override program table entry, refer to
the PRONTO-Xi System Administration manual.
the print file (raw text) is submitted to the relevant print queue on the TrueForm server;
using the TrueForm form project associated with the print queue, the TrueForm Server
maps the print data onto the required layout and sends formatted output to the printer;
the formatted output is printed.
To print to TrueForm
Generate a print request in each of the following PRONTO-Xi functions:
- Invoice / Credit Note Print (SO R100)
- Delivery Docket Print (SO R096)
- Print Picking Slips (SO R097)
- Enter Purchase Orders (PO M001) or Fast Supplier Invoice Entry (AP T020)
- Customer Statements (AR R082)
The print request is processed as described above.
All processing performed by the TrueForm Server is recorded in a log file which can be
viewed as described in Section 11.1, ‘Viewing the Server Log File to Troubleshoot Printing
Problems’.
For detailed information on using TrueForm Designer, refer to the TrueForm Designer
User Guide.
I Invoice Blank
C Credit Note C
K Picking Slip K
D Delivery Docket D
The following images show the key value ‘I’ where it is set in the invoice layout in
PRONTO-Xi, and how it appears as the very first character in the data stream displayed in the
Input Window in TrueForm Designer.
Figure 2: Location of sales order type key in PRONTO-Xi and TrueForm Designer
Open the invoice form project ‘MAST-Project-INV-Port’ in TrueForm Designer and move the
cursor over the ‘I’ character. The name ‘A_Doc_Marker’ is displayed. Double-click on the ‘I’
and the Data Variable Properties dialog is displayed with the text ‘A_Doc_Marker’ in the
Name field.
To see how this data variable is used, scroll the Design Window to the right until the labels
‚Invoice Date‛ and ‚Invoice No‛ are visible in the top right corner of the form. Make sure the
Set Header tab is selected, right-click on the words ‘Invoice No’ and select Properties, then
select the General tab in the Text Properties dialog. The following setting can be seen in the
lower half of the dialog.
To implement and test layout customisations specifically for credit notes, delivery dockets
or picking slips, use the procedure described in Section 6, ‘Creating Data Files for
Datamapping in TrueForm Designer’ to create a .txt data file for datamapping, copy the
file to the design workstation, then select Select Input File on the Project menu to load
the relevant data file.
Detail Detail_NS2 - - -
Detail_NS2 Detail_NS3 - - -
If further line type codes and corresponding detail section types need to be defined,
ensure that the section sequence information is configured correctly otherwise the lines
may not appear in the final output.
The following line types are used in the purchase orders form project:
SN Normal stock line
DN Note line
SS Special line
SC Charge line
No line type coding is used in the customer statements form project.
1. In Project > User Global Variables, set a variable that will reset to ‘1’ on each page.
2. In Section > User Variables, define a condition that increments the global user variable by
‘1’.
3. Draw a solid gray box in the background of the detail section and set the following
display condition in the properties of the box.
For a detailed description of how TrueForm formatted FaxMail output is generated, refer to
Section 10.6, ‘How TrueForm Formatted FaxMail Output is Generated’.
This section assumes that the ActiveFax software is already installed and the PRONTO Xi
FaxMail module has been set up as for a standard FaxMail implementation. Should this not
be the case, please contact your local Pronto Software Support Centre for assistance with
setting up FaxMail.
The following procedure is very similar to the procedure for creating the TrueForm print
queues as described in Section 3.4, ‘Defining Print Queues on the Print Server’, however
in this case:
- all the print queues for TrueForm formatted FaxMail output point to the ActiveFax
Server rather than physical devices, and
- it is not necessary to define these print queues in the ‘printer’ file in PRONTO-Xi as all
documents intended for FaxMail output are spooled to a special ‘master’ FaxMail print
queue that launches the ‘runfax’ executable.
For Windows installations of PRONTO-Xi, select the version of the form project
that was created specifically for FaxMail use in Step 10 on page 25.
c) In the Default merge configurations drop-down, select Manage.
The Merge Configurations dialog is displayed.
d) Select PCL or Postscript according to the required type of output, select Keep fax
headers only in the Job ticket group of options, then click OK.
Seq = <n> Enter a value n that will locate this line below the line that
was edited above. For example, if the sequence number of
the edited line is ‘3’, then enter ‘3.5’ on this line.
Cond. Field = <Tab> Accepts the default value (blank).
Value = <queue name> Enter the name of the UNIX print queue that points to the
print queue on the Windows print server that was created
for TrueForm formatted FaxMail output, for example,
‘tfq_fax_inv’.
Note: For Windows installations of PRONTO-Xi, the
required setting is the name of the ‚watched folder‛ for
the print queue. This will be the same as the queue name
if the recommendation on Page 29 in the instructions for
setting up the watched folders is adhered to.
Pos = <m> Enter a large enough value m to place this field outside the
normal printed area, for example, ‘130’.
Note: Ensure that the Report Width setting on the layout
maintenance screen is greater than or equal to this value.
New Line = ‘G’ Identifies the line as a FaxMail trigger and includes a new
line instruction.
Fax Trigger = ‘TF’ A trigger code created specifically for FaxMail + TrueForm
processing. This code ensures the ActiveFax instructions
are embedded in the print file in such a way as to not
interfere with the subsequent TrueForm processing of the
file.
Note: If the ‘TF’ trigger code is not available for selection,
exit the layout maintenance screen, follow the procedure
described on Page 34 to reload the FaxMail trigger codes,
then return to these instructions.
<
3. Define an ActiveFax queue with the following parameters and as illustrated in the
relevant example below (the highlighted values should be tailored for the current
implementation):
PRONTO-Xi queue name - shown as ‘tf_fax_master’ below, but can be any name;
type - must be set to ’trueform’, the non-formatting printcap that has already been
defined in the printcaps file (see Page 8);
sysname - set this to ‘dummy’ - the ‘runfax’ command makes this parameter
redundant so this value will be ignored;
lpr - set this to the runfax command shown below.
For Windows installations, the full path to the PRONTO-Xi installation directory,
including drive letter, must be specified in the two locations indicated by ‘inst_dir’
below.
For UNIX/Linux installations of PRONTO-Xi:
tf_fax_master, type=trueform, sysname=dummy, no_form_type,
no_ff, lpr="prospl bms/faxmail/runfax -f $1 ",
3. Click Next on the Welcome screen to proceed to the Select Installations screen.
4. Click Browse CD and navigate to the Utilities\TrueForm Folder Monitor folder.
5. Double-click the file ‘folder_monitor_including_patch.exe’ to launch the installation
wizard for the TrueForm Folder Monitor utility and click Next> on each page of the
wizard to accept all default settings and install the utility and patch.
6. Select Start Programs PRONTO TrueForm Utilities Folder Monitor.
7. In the Folder Monitor application select Configure watched folders on the
Administration menu.
8. Double-click the <new> entry, if present, or click Add to create a new entry.
A Folder monitor configuration dialog is displayed.
9. On the Folder tab, click Browse next to the Watched folder text box and navigate to one of
the fax server directory subfolders that was set up in the previous procedure.
It is essential that the watched folders be specified as UNC paths.
10. In the Description field, enter a brief description for this monitored folder, for example,
‘TrueForm invoices folder’.
11. On the File Types tab, enter *.TF in the Include files text box and click Add.
It is important to create an entry for this specific file extension rather than ‘*.*’. When
ActiveFax creates a temporary print file in this folder, the file initially has the
extension .TTF. Once the file is fully written, it is renamed to .TF. This ensures the
Folder Monitor utility does not attempt to access the file before it is fully written.
12. On the Destinations tab, use the Printer queue drop-down menu to select the TrueForm
printer queue for the document type associated with this monitored folder, then click
Add.
13. On the Schedule tab, accept the default settings for the Run folder monitor and Disk space
warnings options, or configure them to your requirements.
14. Click OK to complete the new monitored folder entry and return to the Configure Folder
Monitor dialog.
15. Repeat steps 8 to 14 for each additional folder (that is, TrueForm print queue) to be
monitored.
a print queue created for TrueForm formatted FaxMail output was configured for
Postscript output;
the ActiveFax Server and TrueForm Server applications have been installed on the same
machine in the UNIX/Linux installation of PRONTO-Xi.
Port 515 is already in use by the TrueForm printing service so the ActiveFax Server
must be allocated a different port.
4. In the Fax-Data-Transmission using LPD options, select Only Process Print Jobs for a
Specified Queue Name and enter the ActiveFax queue name.
This setting ensures that the ActiveFax Server will only process FaxMail related print
files and will not interfere with the functioning of the TrueForm print queues.
PRONTO-Xi sends a spool file of the relevant layout (into which a ‘TF’ fax trigger has
been embedded) to the FaxMail print queue.
The FaxMail print queue launches the ‘runfax’ program which:
In UNIX/Linux installations of PRONTO-Xi:
a) reads the print queue name specified in the ‘TF’ fax trigger embedded in the
document;
b) prepares a new document header with the fax number and other relevant
information required by ActiveFax;
c) forwards the processed document to the specified print queue on the Windows
print server.
In Windows installations of PRONTO-Xi:
a) reads the print queue name specified in the ‘TF’ fax trigger embedded in the
document, which in this case is interpreted as the name of a ‘watched folder’;
b) prepares a new document header with the fax number and other relevant
information required by ActiveFax and writes a file to the watched folder, which is a
subdirectory of the ‘Fax Server Dir’ specified in the FaxMail Software Control function
in PRONTO-Xi. The file is initially created with the suffix .TTF and is renamed to .TF
when fully written;
Finally, the ActiveFax Server faxes the document according to the instructions in the
header of the spool file.
Please note the following limitations that apply when ad-hoc faxing TrueForm formatted
documents:
the cover page must be no longer than one page and no more than 960 characters in
length;
two types of PRONTO-Xi documents cannot be combined in a single fax - this is a
standard FaxMail limitation.
Code TRUEFORM
Type O
3. Select FaxMail > Maintain FaxMail System > Setup Maintenance > Printer Overlay
Mapping (FAXM M009).
4. Click ENTRY and then create one or more of the following table rows according to which
layouts are to be set up for ad-hoc faxing. In each case specify the name of the actual
TrueForm+FaxMail print queue set up to print that layout type, for example, ‘tfq_fax_inv’.
PRONTO Layout Fax Overlay PRONTO Printer
Having completed the above setup, the FaxMail Transmission (FAXM R001) function can now
be used to send a previously spooled TrueForm print job with a cover page by entering the fax
overlay code ‘TRUEFORM’ in the Overlay field.
2. If there are any entries in this table, use the (Export Columns) tool on the PRONTO-Xi
toolbar to export the data to Excel so that it can be restored after the next step.
3. Select FaxMail > Maintain FaxMail System > Administration > Reset FaxMail Custom
Codes (FAXM M016) and acknowledge the warning message.
4. If custom triggers were exported in Step 2, select the Custom Data Source & Subject
Triggers (FAXM M005) function again and paste back the entries that were exported to
Excel.
For full details on the available log file settings, and configuring the events to be
recorded in the log file, refer to the ‘Managing Print Queues’ section of the TrueForm
Server User Guide.
When transferring projects to the server, if the Prompt to overwrite files checkbox in the
transfer dialog is not selected, no warning is given if a file of the same name already exists. It
is therefore essential that the TrueForm data directories on the print server be included in the
corporate backup procedures.
The TrueForm Server program will only recognise and manage a print queue if
the printer is defined as a local printer.
When mapping printer names on a UNIX/Linux PRONTO-Xi Server to the TrueForm
print queues defined on the print server, the UNIX/Linux print queues must be
defined as ‘RAW’. Where this is not supported by a particular UNIX/Linux platform,
it is possible to define the queues as ‘TEXT’ and configure the print service on the
TrueForm Server to convert the print data to the datatype ‘RAW’ (see Page 15).
To confirm that the TrueForm Server is receiving ‘TEXT’ format data, do the
following:
a) In the Printers and Faxes applet on the TrueForm Server, pause the queue
that will receive the document.
b) In PRONTO-Xi, send the print job to the printer associated with this queue.
c) In the Printers and Faxes applet on the TrueForm Server, double-click the
queue to display the print job just received, then right-click on the print job
and select Properties. If the datatype appears as ‘TEXT’, then the issue above
has been confirmed.
When defining the TrueForm print queues in PRONTO-Xi, a non-formatting printcap
specifically for TrueForm use must be defined in the ‘printcaps’ file and specified in
the type parameter of each TrueForm print queue entry in the ‘printers’ file (see Page
7).
The TrueForm Server program expects a plain text file. If it encounters any
formatting instructions in the file, it assumes the document has already been
formatted and will simply forward it unchanged to the printer.
The ‘TF’ layout(s) used for TrueForm printing must not be configured to output the
document in XML format (see page 8). The TrueForm Server program will simply
forward the document to the printer because it regards it as already formatted.
Each TrueForm print queue on the Windows print server must be configured in the
TrueForm Server administration program to specify the form project to be applied
and the type of output to be generated (PCL/Postscript) (see Page 15).
The required form projects must be uploaded from the design workstation to the
Windows print server using the relevant menu entry within the TrueForm Designer
program (see Page 14).
How can form projects be transferred from the Windows print server to a
design workstation?
As discussed in Section 7.2, ‘Transferring the Updated TrueForm Form Projects to the Print
Server’, the TrueForm Designer program includes a menu function for transferring form
projects that have been updated on the design workstation to the Windows print server. This
is consistent with the typical scenario where projects are stored and maintained on a single
design workstation, and uploaded to the Windows print server whenever they are updated.
If a TrueForm form project needs to be transferred in the opposite direction, because the
version of the project on the Windows print server is more up-to-date than the version on the
design workstation, or the project exists only on the Windows print server, the project must be
copied manually via Windows Explorer.
To transfer a form project from the Windows print server to the design
workstation
1. In Windows Explorer on the design workstation, navigate to the WorkDir folder under the
TrueForm folder that was shared on the Windows print server, for example
‘\\myserver\tf_share\WorkDir’ (refer to the share name recorded in Field 3 on the
Worksheet).
2. Select and copy the .cfp6 (project) and .dmp6 (datamap) files associated with the form
project to be transferred.
3. Navigate to the WorkDir folder where TrueForm Designer was installed, for example
‘C:\Program Files\PRONTO\TrueForm\WorkDir\’, and paste the project files.
4. Navigate to the CommonProject folder on the Windows print server and select and copy
the ‘.eps’ image file(s) used in the form project.
5. Navigate to the CommonProject folder where TrueForm Designer was installed and paste
the image file(s).
Why does an error message appear when running the Print Preview
function in the Reprint Manager?
The Print Preview function is not yet supported as the current release of TrueForm does not
have the ability to generate PDFs.
Why are some lines or shading I have added to a form layout in TrueForm
Designer not appearing in the faxes generated by FaxMail?
A line thickness tolerance and a shading tolerance applies when using FaxMail in conjunction
with TrueForm. To resolve the problem, thicken the relevant lines and/or darken the shaded
areas to ensure the minimum tolerance value in each case is exceeded.
Tip: The following light gray has been verified to work with FaxMail:
Red: 235, Green: 237, Blue: 242 (Hue: 149, Sat: 51, Lum: 224)
A print job is blocking the ActiveFax print queue and can not be deleted.
What caused this and how can the job be removed?
This problem arises when a print job on the ActiveFax print queue has no recipient name or
email/fax number. The ActiveFax client is trying to display a dialog box to get the missing
information, but because the job has come from the print service it is not possible to obtain
this information.
This problem can be avoided by setting the Never Display Dialog Window option in the
ActiveFax client as described in Section 10.5, ‘Configuring ActiveFax Clients (Windows
PRONTO-Xi Installations Only)’.
To resolve the problem, follow this procedure.
For details on how to add data fields to a form layout in TrueForm Designer, refer to the
TrueForm Designer User Guide.
Heading
HE Australian Business Number Y Y
IO Bill To Address’s DPID N N
M Bill To Address 1 Y Y
N Bill To Address 2 Y Y
O Bill To Address 3 Y Y
P Bill To Address 4 Y Y
Q Bill To Address 5 Y Y
BV Bill to fax number Y Y
BU Bill to phone number Y Y
W Contract Delivery Address 1 Y Y
X Contract Delivery Address 2 Y Y
Y Contract Delivery Address 3 Y Y
Z Contract Delivery Address 4 Y Y
AA Contract Delivery Address 5 Y Y
ID Currency N N
AM Customer Y Y
CR Customer Company Code N N
BT Customer’s Contact Name N N
IQ Customer’s DPID N N
AO Customer Reference Y Y
AI Invoice Date Y Y
BD Invoice Number Y Y
B Our Address 1 Y Y
C Our Address 2 Y Y
D Our Address 3 Y Y
E Our Address 4 Y Y
F Our Address 5 Y Y
A Our Company Name Y Y
AU Our Fax Number Y Y
AV Our Phone Number Y Y
G Page Number (see Note 1) N N
AG Print order type description Y Y
L Reprinted Tag Y Y
AH Sales Order Date Y Y
K Sales order number Y Y
K Sales order number Y Y
AN Sales Order Territory Y Y
AP Sales Order Warehouse Y Y
AQ Sales Representative Y Y
AR Sales Representative Name N N
Lines
NS D Back Ordered Quantity N Y
NS AE Bin Location in Warehouse (see Note 2) N N
Notes:
1) Page numbering is implemented by means of system variables in TrueForm Designer.
2) Appears on picking slip layout.
3) Used for charge lines.
Heading
BO Back order description N N
AE Currency Y Y
AF Currency Description N N
AD Currency Rate N N
W Delivery to Address 1 Y Y
X Delivery to Address 2 Y Y
Y Delivery to Address 3 Y Y
Z Delivery to Address 4 Y Y
AA Delivery to Address 5 Y Y
FM Delivery to DPID N N
AI Expected Arrival Date N N
AL Expected Despatch Date N N
BE Expected Payment Date N N
DO Multiple Orders text N N
AG Order Type Description Y Y
B Our Address 1 Y Y
C Our Address 2 Y Y
D Our Address 3 Y Y
E Our Address 4 Y Y
F Our Address 5 Y Y
BC Our Company ID Number 2 Y Y
A Our Company Name Y Y
FG Our Company’s DPID N N
AU Our Fax Number Y Y
AV Our Phone Number Y Y
G Page Number (see Note 4) N N
AK Print Run Date Y Y
AH Purchase Order Date Y Y
AP Purchase Order Warehouse Y Y
DL Purchase Return Text N N
DT Quotation requested text N N
L Reprinted Flag Y Y
DN Return P/Order Invoice Amount Y Y
DM Return P/Order Invoice Date N N
BD Shipping Payment Terms N N
AM Supplier Y Y
M Supplier Address 1 Y Y
N Supplier Address 2 Y Y
O Supplier Address 3 Y Y
P Supplier Address 4 Y Y
Q Supplier Address 5 Y Y
BV Supplier Area/Fax Number Y Y
BU Supplier Area/Phone Number Y Y
BT Supplier Contact Name N N
Notes:
4) Page numbering is implemented by means of system variables in TrueForm Designer.
Heading
BF Australia Business Number Y Y Y
Y Close Off Date Y Y Y
T Customer Account Y Y Y
X Customer's Fax Number Y Y Y
X Customer's Fax Number Y Y Y
W Customer's Phone Number Y Y Y
B Our Address 1 Y Y Y
C Our Address 2 Y Y Y
D Our Address 3 Y Y Y
E Our Address 4 Y Y Y
F Our Address 5 Y Y Y
L Our Company Fax Number Y Y Y
A Our Company Name Y Y Y
K Our Company Phone Number Y Y Y
G Page Number (see Note 5) N N N
M Statement Address 1 Y Y Y
N Statement Address 2 Y Y Y
O Statement Address 3 Y Y Y
P Statement Address 4 Y Y Y
Q Statement Address 5 Y Y Y
R Statement Address 6 Y Y Y
AB Statement Condition Message 1 N N N
AC Statement Condition Message 2 N N N
BE Statement DPID N N N
Lines
Q Credit Trans Amount N N Y
R Debit Trans Amount N N Y
M Running Balance Y Y Y
E Trans Amount Y Y Y
A Transaction Date Y Y Y
D Transaction Details Y Y Y
C Transaction Reference Y Y Y
B Transaction Type Y Y Y
Totals
AG 1st Overdue Period Description Y Y Y
AH 2nd Overdue Period Description Y Y Y
AI 3rd Overdue Period Description Y Y Y
O One Period ago Ageing Y Y Y
P Two Period ago Ageing Y Y Y
R Three Period or MORE Ageing Y Y Y
N Current Period Ageing Y Y Y
AF Current Period Description Y Y Y
M Overdue Messages Y Y Y
Notes:
5) Page numbering is implemented by means of system variables in TrueForm Designer.
b) DD _________________ ______________________
c) PS _________________ ______________________
d) PO _________________ ______________________
e) CS _________________ ______________________
(UNIX/Linux installations of PRONTO-Xi only) Use the relevant operating system tool to 7
map each TrueForm print queue that was defined on the print server, and register the IP
address of the Windows print server (as recorded in Field 1 above) in /etc/hosts.
In the PRONTO-Xi Admin utility (accessed via the Command Hot Key), define each print 7
queue in the ‘printers’ file.
In the PRONTO-Xi Admin utility, define the ‘trueform’ print queue type in the ‘printcap’ 8
file.
On the PRONTO-Xi Server, copy the TrueForm layout flat files to the company dataset 8
directory.
In the Layout Maintenance (SYS X051) function, merge the TrueForm layouts. 8
See
D) Installing the TrueForm Designer software: Page
b) PO ___________________
c) CS ___________________
F) Customising the TrueForm form projects and configuring the print queues:
Configure the print queues in the TrueForm Server administration program (associate form 15
project, select output type).
Yes Yes/No No
Yes Yes/No No
There may be a
issue with CUPS/
Unix Queus