"Portal Services" in the Cockpit
This is where you see a list of all Portal Service jobs for which an upload was run.
A Portal Service job is a job with at least one Qualify sequence where the step is enabled.
All jobs with a preflight are shown.
Filter Bar for the Job List
Above the job list you see various filters for the list.
•"Job number": The list box shows the job numbers of all the Portal Services jobs. You can choose a job number in the list or type the entire job number or part of it here to filter by it.
•"Date": Here you specify the time period for the uploads. All jobs with an upload in this time period are displayed.
•"--------": All jobs are shown. Please note that this setting can result in a considerable volume of data.
•"More": This opens the "Select Date" dialog. You can define a time period with exact date and time here. Click the button to the right to open a calendar where you can set any date. Press "OK" to import this date into the list box for the date.
•"Status":
•"--------": All status information is displayed.
•"Finished": Upload is finished.
•"Pending": Upload is scheduled – the respective job is already shown.
•"Preflight successful/Preflight failed": The Preflight performed during uploading was completed successfully or failed.
•"Process error": An error occurred during uploading.
•"Unprocessed only" option: Only uploads that need manual intervention are displayed, in other words, all non-express uploads.
"Find" button => "Find" dialog
In this dialog you set filter criteria that are independent of other filter settings and override them.
Your filtered upload list displays when you click "Find" in the dialog. All other filters remain disabled. This is indicated by the button with the red cross.
When you click this button, the previous filter settings are valid again and the upload list is refreshed accordingly.
Details of Some Column Headers in the Job List
•"No": Upload ID
•"Sender": Person at the customer's made the upload.
•"Job number": The job number is a link. The job concerned displays when you click the link.
•"Customer": Customer Organization
•"Time": Upload time
•"Sender email": Sender's email address (customer person). It is vital for the "Sender" to have a valid e-mail address to work with Portal Services.
•"Image": This column shows thumbnails of the first page of each uploaded file. You will see a scaled-up display of the same image below the job list.
•"Customer comment": This is the comment the customer has typed in the upload dialog next to "Comment".
"Open Preflight Report" Button
Click this button to open the Preflight Report created during uploading.
"Open Preflight Report with Annotations" button
The PDF displays and the Preflight Report is found in the PDF comments.
"Browse" button
A folder with the upload ID is created for each upload in the relevant data exchange area on the Portal server. This folder contains your upload file and its preflight report.
You can browse directly to this folder with "Browse".
"Move & Submit" or "Submit" Buttons
Select the files in the job list that you wish to move and submit or just submit using these buttons.
•"Submit": The button is named "Submit" if the "Move files to the job folder for submit" option is not set in "Administration > Settings > Portal Services".
The job data are then automatically moved to the job but remain in the data exchange area on the Portal server. The job must be started. The data in the data exchange section are deleted automatically when the job is deleted.
•"Move & Submit": The button is named "Move & Submit" if the "Move files to the job folder for submit" option is set in "Administration > Settings > Portal Services".
All the files selected in the job list are moved to the "PTJobs" folder when you click this button. Then the "Add Files" window opens. You can select the files (in "PTJobs") in this dialog and assign versions.
All files selected in the dialog are submitted to the job. All files that are not selected are moved back to the data exchange area on the Portal server. They continue to be available there and you can also see them in the job list.
Use this button to move the uploaded files from the Portal server to the Archiver Pro server. When you click "Move", a dialog displays, showing you the correct job folder set by default.
"Delete" button
This lets you delete an item in the job list.
This view shows a journal of all processes regarding the actions of your customers on the Prinect Portal in "Files and Approvals" (widget type).
Filter Bar for the List of Actions
Above the job list you see various filters for the list.
•"Date": Here you specify the time period for the uploads. All jobs with an upload in this time period are displayed.
•"--------": All jobs are shown.
•"More": This opens the "Select Date" dialog. You can define a time period with exact date and time here. Click the button to the right to open a calendar where you can set any date. Press "OK" to import this date into the list box for the date.
•"Status":
•"--------": All statuses are displayed.
•"Login" / "Logout": Login and logout on the Prinect Portal.
•"Upload"/"Download": Completed uploads and downloads.
•"Approval": Customer approval on the Prinect Portal.
•"User Administration": User administration actions were run on the Prinect Portal.
Details of Some Column Headers in the Action List
•"Date": Time the action was performed.
•"Users": External and internal user who performed the action.
"Export" Button
This lets you export the list of actions as an Excel CSV file (comma-separated values). A browse dialog opens when you click "Export". This is where you can select a folder to export the Excel file to.
Take note of the setting as described in Global: "Tracking" Group.
Displays the licensing details in Prinect Portal.
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