Log in to the Admin Console - EFI Pace

EFI Pace | Admin Console Module
Administrator Quick Start Guide
July 2010
Version 23.02

Admin Console Administrator Quick Start Guide
Copyright © 2010 by Electronics for Imaging, Inc. All Rights Reserved.
EFI Pace Admin Console Module Administrator Quick Start Guide
7/23/2010 version 23.02
This publication is protected by copyright, and all rights are reserved. No part of it may be reproduced or
transmitted in any form or by any means for any purpose without express prior written consent from
Electronics for Imaging, Inc. Information in this document is subject to change without notice and does not
represent a commitment on the part of Electronics for Imaging, Inc.
Patents
This product may be covered by one or more of the following U.S. Patents: 4,716,978, 4,828,056,
4,917,488, 4,941,038, 5,109,241, 5,170,182, 5,212,546, 5,260,878, 5,276,490, 5,278,599, 5,335,040,
5,343,311, 5,398,107, 5,424,754, 5,442,429, 5,459,560, 5,467,446, 5,506,946, 5,517,334, 5,537,516,
5,543,940, 5,553,200, 5,563,689, 5,565,960, 5,583,623, 5,596,416, 5,615,314, 5,619,624, 5,625,712,
5,640,228, 5,666,436, 5,745,657, 5,760,913, 5,799,232, 5,818,645, 5,835,788, 5,859,711, 5,867,179,
5,940,186, 5,959,867, 5,970,174, 5,982,937, 5,995,724, 6,002,795, 6,025,922, 6,035,103, 6,041,200,
6,065,041, 6,112,665, 6,116,707, 6,122,407, 6,134,018, 6,141,120, 6,166,821, 6,173,286, 6,185,335,
6,201,614, 6,215,562, 6,219,155, 6,219,659, 6,222,641, 6,224,048, 6,225,974, 6,226,419, 6,238,105,
6,239,895, 6,256,108, 6,269,190, 6,271,937, 6,278,901, 6,279,009, 6,289,122, 6,292,270, 6,299,063,
6,310,697, 6,321,133, 6,327,047, 6,327,050, 6,327,052, 6,330,071, 6,330,363, 6,331,899, 6,340,975,
6,341,017, 6,341,018, 6,341,307, 6,347,256, 6,348,978, 6,356,359, 6,366,918, 6,369,895, 6,381,036,
6,400,443, 6,429,949, 6,449,393, 6,476,927, 6,490,696, 6,501,565, 6,519,053, 6,539,323, 6,543,871,
6,546,364, 6,549,294, 6,549,300, 6,550,991, 6,552,815, 6,559,958, 6,572,293, 6,590,676, 6,606,165,
6,633,396, 6,636,326, 6,643,317, 6,647,149, 6,657,741, 6,662,199, 6,678,068, 6,707,563, 6,741,262,
6,748,471, 6,753,845, 6,757,436, 6,757,440, 6,778,700, 6,781,596, 6,816,276, 6,825,943, 6,832,865,
6,836,342, RE33,973, RE36,947, D341,131, D406,117, D416,550, D417,864, D419,185, D426,206,
D439,851, D444,793.
Trademarks
Auto-Count, Bliss, Changing the Way the World Prints, ColorWise, Command WorkStation, DocBuilder,
DocBuilder Pro, DocStream, EDOX, EFI, Fiery, the Fiery logo, Fiery Driven, the Fiery Driven logo, OneFlow,
PrinterSite, PrintFlow, PrintMe, PrintSmith, PrintSmith Site, Prograph, Proteus, RIP-While-Print, Setting the
Standard in Digital Printing, Ultravu, and VUTEk are registered trademarks of Electronics for Imaging, Inc. in
the U.S. Patent and Trademark Office and/or certain other foreign jurisdictions. Bestcolor is a registered
trademark of Electronics for Imaging GmbH in the U.S. Patent and Trademark Office.
AutoCal, Balance, BioVu, BioWare, Build, ColorCal, Digital StoreFront, EFI Pace, Estimate, Fiery Link, Fiery
Prints, Fiery Spark, FreeForm, Hagen, Jetrion, Logic, MicroPress, Printcafe, PSI, PSI Flexo, RIPChips,
Scan, SendMe, Splash, Spot-On, UtlraTex, UV Series 50, VisualCal, WebTools, the EFI logo, the Fiery
Prints logo, and Essential to Print are trademarks of Electronics for Imaging, Inc. Best, the Best logo,
Colorproof, PhotoXposure, Remoteproof, and Screenproof are trademarks of Electronics for Imaging GmbH.
All other terms and product names may be trademarks or registered trademarks of their respective owners,
and are hereby acknowledged.
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Admin Console Administrator Quick Start Guide
Quick Start Guide Overview
This Quick Start Guide is intended to provide you with the information
you need to complete primary administrator tasks for the Admin Console
module in EFI Pace.
Note: This document is a Quick Start Guide and does not contain every
administrator task you can perform for the Admin Console module.
This guide contains the following types of notes:
• Important: When you see this type of note, the information may
affect the way you enter fields or may warn you that errors could
occur. Pay particular attention to information in these notes.
• Note: When you see this type of note, the information may serve
as a reminder or may provide additional details that do not appear
in the procedure.
• Tip: When you see this type of note, the information might help
you use the system more efficiently or may provide an example for
a step in a procedure.
ToolTips
EFI Pace contains ToolTips for some fields that provide detailed
information such as a field description, maximum number of characters
the field accepts or the format the field requires. Use the ToolTips, where
available, in addition to this guide for assistance in EFI Pace.
To access ToolTips:
In EFI Pace, position your mouse pointer over the name of the field for
which you want additional information.
A small, cream-colored pop-up box appears with detailed information for
that field.
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Admin Console Administrator Quick Start Guide
Table of Contents
This Quick Start Guide contains information on the following primary
administrator tasks you can perform in the Admin Console module:
Table of Contents ................................................................................................................................ 4
Before You Begin ............................................................................................................................. 5
Security prerequisites.................................................................................................................... 6
Log in to the Admin Console ..................................................................................................... 7
Standard Setup And Managerial Tasks .......................................................................................... 9
Create a backup ........................................................................................................................... 10
Create a backup to a CD ........................................................................................................ 10
Create a backup to a Windows/SMB share drive .............................................................. 10
Perform a point release upgrade............................................................................................... 12
Reset a single serial or Ethernet keypad .................................................................................. 13
Restart all serial keypads ............................................................................................................ 14
Execute the EFI Pace EDI ....................................................................................................... 15
Restart appliance services .......................................................................................................... 16
Restart Data Collection .............................................................................................................. 17
View system logs......................................................................................................................... 18
View system statuses .................................................................................................................. 20
Test the appliance emailer ......................................................................................................... 21
Customization Tasks ...................................................................................................................... 22
Run the configuration utility ..................................................................................................... 23
Download and run SDK files ................................................................................................... 26
Download EFI Pace standard forms ....................................................................................... 27
Enable or disable customizations ............................................................................................. 28
Refresh configurations ............................................................................................................... 29
View the form tag library........................................................................................................... 30
Compare versions of EFI Pace ................................................................................................ 31
Reporting Tasks .............................................................................................................................. 32
View object model diagrams ..................................................................................................... 33
Download the Crystal Clear Designer setup file .................................................................... 34
Download the PGSQL driver (JDBC) .................................................................................... 35
Download Crystal Clear properties .......................................................................................... 36
Download Crystal Clear fonts .................................................................................................. 37
Printing Tasks ................................................................................................................................. 38
Add a printer to CUPS .............................................................................................................. 39
Add a printer to EFI Pace ......................................................................................................... 41
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Admin Console Administrator Quick Start Guide
Before You Begin
Please refer to the following topics for Admin Console prerequisites.
Before You Begin ............................................................................................................................. 5
Security prerequisites.................................................................................................................... 6
Log in to the Admin Console ..................................................................................................... 7
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Admin Console Administrator Quick Start Guide
Security prerequisites
To access the Admin Console, you must have the following:
Tip: Refer to the System Security Administrator Quick Start Guide for
details on how to set up security permissions in EFI Pace.
• An EFI Pace administrator user ID and password
• Security permissions to access the Admin Console through EFI
Pace or through the appliance server
• Direct network access to your EFI Pace server
Tip: If your PC is not “inside” the network, you can use tools
such as Windows Remote Desktop Connection, T-server, and
Putty, to access the Admin Console.
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Admin Console Administrator Quick Start Guide
Log in to the Admin Console
1. From the EFI Pace main menu, click Administration, then move
the mouse over System Setup, then over General, then click Admin
Console.
EFI Pace prompts you to enter the administrator network ID and
password.
Note: The administrator network ID and password is different from
your EFI Pace system user name and password.
2. Enter the administrator network ID and password in the User ID
and Password fields, respectively.
3. If you want the system to retain your user name and password, check
the box in the Save this password in your password list field.
Note: You should not check the box in the Save this password in
your password list field if you use a shared computer, as this field
eliminates the need to log in to the Admin Console.
4. Click [OK].
The Admin Console main page appears.
5. Do one of the following, based on the information you want to view:
• Click on the Administration/Management tab to view links for
administrative and managerial tasks, such as viewing system logs.
• Click on the Interfaces tab to view links that affect interfaces with
other components, such as printer configurations and EDI.
• Click on the Backup tab to view links that enable you to back up
your EFI Pace system to a CD or share drive.
• Click on the Upgrades tab to view links that enable you to
perform point release upgrades on your system.
• Click on the Other Utilities tab to view links for administrative
and setup tasks, such as restarting your appliance.
• Click on the Customization Tools tab to view the link to
download and run SDK files, download the standard forms for
EFI Pace, enable or disable customizations, view the UI tag
library and run the Version Comparison tool.
• Click on the Object Model Diagrams tab to view links for
graphical views of the EFI Pace business objects.
• Click on the Crystal Clear Setup Files tab to view links for
downloading the Crystal Clear Designer setup files, Postgresql
JDBC driver, Crystal Clear properties file and Crystal Clear font
files.
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Admin Console Administrator Quick Start Guide
• Click on the Show All tab to view all the available categories and
links in the Admin Console.
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Admin Console Administrator Quick Start Guide
Standard Setup And Managerial Tasks
This section contains standard setup and managerial tasks that you can
perform in the Admin Console.
Standard Setup And Managerial Tasks .......................................................................................... 9
Create a backup ........................................................................................................................... 10
Perform a point release upgrade............................................................................................... 12
Reset a single serial or Ethernet keypad .................................................................................. 13
Restart all serial keypads ............................................................................................................ 14
Execute the EFI Pace EDI ....................................................................................................... 15
Restart appliance services .......................................................................................................... 16
Restart Data Collection .............................................................................................................. 17
View system logs......................................................................................................................... 18
View system statuses .................................................................................................................. 20
Test the appliance emailer ......................................................................................................... 21
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Admin Console Administrator Quick Start Guide
Create a backup
Important: EFI recommends that you back up your EFI Pace data on a
monthly, weekly, or daily frequency basis.
Note: You can back up your EFI Pace system to a CD, to a
Windows/SMB share, or both. EFI Pace performs a full backup of all
your system data nightly, regardless of whether you store the backup data
to CD or Windows/SMB share. It is your responsibility to ensure that
the backup files are successfully stored on the backup medium of your
choice.
Create a backup to a CD
1. Insert a new, blank CD-R into the CD-ROM drive on your EFI Pace
server.
2. Log in to the EFI Pace Admin Console and click on the Backup tab.
(Refer to the “Log in to the Admin Console” topic for detailed
instructions.)
3. Click CD Backup, then click [Start CD Backup Now].
EFI Pace begins to back up your system to CD within one minute, as
indicated by the blinking light on your CD-ROM.
Note: When EFI Pace completes the CD backup, your CD ejects
from your CD-ROM drive automatically.
4. View the log of EFI Pace backup files, using the “View system logs”
topic as a reference.
Create a backup to a Windows/SMB share
drive
Note: EFI Pace automatically creates a backup nightly. Use this
procedure only if you need to request an out-of-cycle backup.
1. Contact EFI Pace Support with the following information:
• WINSERVER (the name of the Windows server where you want
the backup)
• WINSHARE (the share name)
• WINDIR (the folder/directory to which you want the file
written)
• WINUSERNAME (the username Pace uses to log on to the
backup server)
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Admin Console Administrator Quick Start Guide
• WINPASSWD (the password Pace uses to log on to the backup
server)
• The IP address of the WINSERVER
2. Log in to the EFI Pace Admin Console and click on the Backup tab.
(Refer to the “Log in to the Admin Console” topic for detailed
instructions.)
3. Click Backup, then [Start Backup Now].
EFI Pace backs up your system and transfers the data to the
appropriate Windows/SMB share location.
4. Review the log of the last EFI Pace backup in the Last Backup Log
section, as desired.
5. Click the Click to view Appliance Backup Files under the
Appliance Backup Files section to review and download the backup
files, as desired.
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Admin Console Administrator Quick Start Guide
Perform a point release upgrade
Important: Please perform upgrades only during normal EFI Pace
Support hours. EFI recommends that you perform upgrades no later
than one hour before EFI Pace Support closes.
Note: You can perform upgrades for point releases only. Please review
the related Feature List report and Defect Repair report, available in the
University of Pace “EFI Pace Upgrade Materials” course
(http://learn.pace2020.com/course/view.php?id=51), before you
perform an upgrade.
1. Navigate to the EFI Pace Admin Console main page and click on the
Upgrades tab. (Refer to the “Log in to the Admin Console” topic for
detailed instructions.)
2. Click Live Update.
The EFI Pace Live Update page appears.
3. On the EFI Pace Live Update page, in the Pace Live Update section,
click [Step 1: Simulate Update].
The EFI Pace Live Update page refreshes and the system simulates
the update process and displays the server log.
4. Click [Step 2: Perform Backup Now] to backup your system
before performing the upgrade.
The EFI Pace Live Update page refreshes and the system performs a
system backup.
5. Click [Step 3: Start Live Update Now].
The EFI Pace Live Update page refreshes and the system performs a
point release upgrade.
Tip: Click [Cancel Live Update]to cancel the update process.
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Admin Console Administrator Quick Start Guide
Reset a single serial or Ethernet keypad
1. Navigate to the EFI Pace Admin Console main page and click on the
Interfaces tab. (Refer to the “Log in to the Admin Console” topic for
detailed instructions.)
2. Click Reset Single Data Collection Keypad Serial/Ethernet.
The EFI Pace Single Data Collection Keypad Reset page appears.
3. On the EFI Pace Single Data Collection Keypad Reset page, in the
What Type Of Terminal Would You Like To Reset? section, select
either the serial or ethernet option, depending on the type of keypad
you want to reset.
Tip: Serial keypads are normally connected through a T-net
controller, while Ethernet keypads, or TCP/IP keypads, have their
own IP addresses, and are connected via network cables.
4. In the What Is The Address Of The Terminal You Would Like To
Reset? section, in the Address field (required), do one of the
following:
• If you want to reset a serial keypad, enter the keypad’s terminal
number.
• If you want to reset an Ethernet keypad, enter the keypad’s MAC
address.
5. Click [Reset Keypad].
EFI Pace resets the keypad and displays the result on the bottom of
the EFI Pace Single Data Collection Keypad Reset page.
6. Repeat steps 3-5 to reset another keypad, or click Return To Main
Help Page to return to the main page of the Admin Console.
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Admin Console Administrator Quick Start Guide
Restart all serial keypads
1. Navigate to the EFI Pace Admin Console main page and click on the
Interfaces tab. (Refer to the “Log in to the Admin Console” topic for
detailed instructions.)
2. Click Restart Serial Keypad Data Collection.
The Data Collection Restart page appears.
3. On the Data Collection Restart page, click the link at the top of the
page.
EFI Pace restarts all the connected serial keypads and displays the
Invocation Successful message when it initiates the restart program.
Note: If the Invocation Successful message does not appear, EFI
Pace encountered problems when initiating the serial keypads restart
program. Review the log information, correct the issue, and try again.
Refer to the “View system logs” topic in this Quick Start Guide for
more information.
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Admin Console Administrator Quick Start Guide
Execute the EFI Pace EDI
1. Navigate to the EFI Pace Admin Console main page and click on the
Interfaces tab. (Refer to the “Log in to the Admin Console” topic for
detailed instructions.)
2. Click Execute EFI Pace EDI.
The EFI Pace EDI Execution page appears.
3. On the EFI Pace EDI Execution page, in the What EDI Would You
Like To Execute section, select the appropriate EDI file, such as
Tricoder Inventory Import or Estimating XML Import.
Tip: The available EDI files vary, based on the EFI Pace
customizations you requested.
4. Click [Execute EDI].
EFI Pace executes the EDI you select and displays the Invocation
Successful message.
Note: If the Invocation Successful message does not appear, EFI
Pace encountered problems when executing the EDI.
5. Click Return To Main Help Page to return to the main page of the
Admin Console.
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Admin Console Administrator Quick Start Guide
Restart appliance services
1. Navigate to the EFI Pace Admin Console main page and click on the
Other Utilities tab. (Refer to the “Log in to the Admin Console”
topic for detailed instructions.)
2. Click Restart Appliance Services.
The Restart Appliance Services page appears.
3. On the Restart Appliance Services page, do the following:
• Click [Restart EFI Pace Now] to restart EFI Pace and EFI
Pace reporting.
• Click [Restart EFI Pace Reporting Now] to restart EFI Pace
reporting only.
• Click [Restart Apache Now] to restart the Apache web server.
Note: Restarting appliance services stops, then starts, the service and
may take several minutes.
4. Click Return To Main Help Page to return to the main page of the
Admin Console.
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Admin Console Administrator Quick Start Guide
Restart Data Collection
1. Navigate to the EFI Pace Admin Console main page and click on the
Interfaces tab. (Refer to the “Log in to the Admin Console” topic for
detailed instructions.)
2. Click Restart Serial Keypad Data Collection.
The EFI Pace DC Restart page appears.
3. Click the link at the top of the page.
EFI Pace restarts the serial keypad Data Collection system and
displays the Invocation Successful message when it initiates the
restart program.
Note: If the Invocation Successful message does not appear, EFI
Pace encountered problems when initiating the Data Collection
restart program.
4. Click the browser’s Back button to return to the main page of the
Admin Console.
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Admin Console Administrator Quick Start Guide
View system logs
1. Navigate to the EFI Pace Admin Console main page and click on the
Administration/Management tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click System Logs.
The EFI Pace Log Files page appears.
3. On the EFI Pace Log Files page, in the EFI Pace Log Files section,
do one of the following:
• Click import/export interfaces to go to the Import/Export
Interfaces section. Click one of the following links for the
import/export interface log you want to view:
Note: If the individual log file link you select produces a blank
page, the log file is empty.
Tip: You can also view the information from the import/export
interfaces log files in the default log.
- The Scheduling Exporter log files include the log
information from the Prestige Scheduler EDI.
- The Estimating Importer log files include the log
information from job imports to the Job Control Center
module.
- The Single Object Importer log files include the log
information from executing the Single Object Importer (SOI)
to import data into EFI Pace.
- The Tricoder Inventory Importer log files include log
information from Tricoder imports into the EFI Pace
Inventory module via the Tricoder Utilities feature.
• Click crystal clear to go to the Crystal Clear section. Click the
link to display the log files for the Crystal Clear reporting engine.
Note: Crystal Clear logging greatly slows down the process of
generating reports. By default, therefore, the logging feature is
disabled. To enable this feature, contact Pace Support. You can
click the Pace Support link in the Crystal Clear section of the
EFI Pace Log Files page to send an email.
• Click everything else (the default log) to go to the Everything
Else section. Click the link to display all the log files for the EFI
Pace appliance.
Note: The log file labeled “default” is the primary log file for
EFI Pace, and is used predominately by Pace developers and
Pace Support.
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Admin Console Administrator Quick Start Guide
Note: If the individual log file link you select produces a blank
page, the log file is empty.
4. Click Return To Main Help Page to return to the main page of the
Admin Console.
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Admin Console Administrator Quick Start Guide
View system statuses
1. Navigate to the EFI Pace Admin Console main page and click on the
Other Utilities tab. (Refer to the “Log in to the Admin Console”
topic for detailed instructions.)
2. Click System Status.
The EFI Pace System Status page appears, with the current system
status for each of the following services:
• EFI Pace
• Crystal Clear
• Apache
• PostgreSQL
3. Click Return To Main Help Page to return to the main page of the
Admin Console.
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Admin Console Administrator Quick Start Guide
Test the appliance emailer
Note: Testing the appliance emailer tests both the EFI Pace application
and the emailing capabilities of your operating system.
Note: Before you test the appliance emailer, you should ensure that you
enter a valid email address in the Email System Admin field on the
Company Setup page in EFI Pace.
1. Navigate to the EFI Pace Admin Console main page and click on the
Other Utilities tab. (Refer to the “Log in to the Admin Console”
topic for detailed instructions.)
2. Click Test Appliance Emailer.
The Test Appliance Emailer page appears.
3. Click [Start Email Test Now].
After several minutes, the system sends a test email to the system
administrator and records the results of the test in the Last Email
Test Log at the bottom of the page.
4. Click Return To Main Help Page to return to the main page of the
Admin Console.
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Admin Console Administrator Quick Start Guide
Customization Tasks
This section contains customization tasks that you can perform in the
Admin Console.
Customization Tasks ...................................................................................................................... 22
Run the configuration utility ..................................................................................................... 23
Download and run SDK files ................................................................................................... 26
Download EFI Pace standard forms ....................................................................................... 27
Enable or disable customizations ............................................................................................. 28
Refresh configurations ............................................................................................................... 29
View the form tag library........................................................................................................... 30
Compare versions of EFI Pace ................................................................................................ 31
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Admin Console Administrator Quick Start Guide
Run the configuration utility
Tip: Unlike the System Configuration feature, which provides displayonly
configuration files, the Configuration Utility enables you to
physically change the EFI Pace values via GUI.
Important: If you change the configurations, you could cause the system
to become unstable. Please contact Pace Support if you are not sure of
the changes you want to make.
1. Navigate to the EFI Pace Admin Console main page and click on the
Customization Tools tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click Configuration Utility.
The Configuration Setup login page appears.
3. Select Administrator from the user type drop-down list, and click
[Login].
The Configuration Setup page refreshes, with the Configuration
Options section.
4. In the Configuration Options section of the Configuration Setup
page, select one of the following options:
• If you want to configure the EFI Pace automatic emailer, select
Emailer.
• If you want to configure the Scheduler interface that updates
Scheduler, select Scheduling Updater.
Tip: You can configure up to four different Scheduler interfaces.
• If you want to generate a Certificate Signing Request (CSR) that
enables you to generate SSL certificates for use with the EFI Pace
system, select CSR.
• If you want to enable SSL for EFI Pace, select SSL.
Note: You must purchase a security certificate from a certifying
authority before you can enable SSL for EFI Pace.
• If you want to configure the account information used for UPS
dynamic freight calculations, select UPS User Information.
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Admin Console Administrator Quick Start Guide
Tip: To obtain the required attributes, register at
http://www.ups.com/e_comm_access/gettools_index?loc=en_
US, and sign up for the Rates & Services Selection online tool to
retrieve your UPS account number. Once you receive your user
key via email, click UPS Rates & Services XML, then click Get
Access Key under Returning Customers, then click Get XML
Access Key.
• If you want to configure the URLs for your EFI Pace webs, such
as eService and EFI Pace mobile, select Webapp Url Creator.
5. Click [Edit Selected Configurations].
The Configuration Setup page for the option you selected appears.
6. Do the following, as applicable:
• On the Emailer Configuration Setup page, complete the
following fields, as applicable:
- In the Address to copy robot emails to field (required),
enter the email address where you want to copy emails sent
by the robot emailer.
- In the Display name of emailer robot field (required), enter
the name you want displayed in the From field of emails sent
by the robot emailer.
• On the Scheduling Updater Configuration Setup page, complete
the following fields, as applicable:
- In the Delete Configuration field, check the box if you want
to delete this configuration.
- In the Host 1 – IP Address (required) through Host 4 – IP
Address fields, enter the IP address(es) of your Scheduler
host server(s).
- In the Port 1 – Scheduler port (required) through Port 4 –
Scheduler port fields, enter the port(s) used by Scheduler for
each IP address you specify.
• On the SSL Configuration Setup page, complete the following
fields, as applicable:
- In the Upload Server key field, enter, or click [Browse] to
select, your certificate server key from the certifying authority.
- In the Upload Server.crt field, enter, or click [Browse] to
select, your server.crt from the certifying authority.
• On the UPS User Information Configuration Setup page,
complete the following fields, as applicable:
- In the Delete Configuration field, check the box if you want
to delete this configuration.
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Admin Console Administrator Quick Start Guide
- In the Site Access Code field (required), enter your UPS
XML access key.
- In the Site User Name field (required), enter your user name
for the UPS site.
- In the Site Password field (required), enter your password
for the UPS site.
- In the Server Connection field (required), enter your server
connection address.
• On the Webapp URL Creator Configuration Setup page,
complete the following fields, as applicable:
- In the External URL to EFI Pace web field (required),
enter the external URL address of your EFI Pace web.
- In the External URL to eservice web field (required), enter
the external URL address of your eService web.
- In the External URL to estimating web field (required),
enter the external URL address of your estimating web.
- In the External URL to mobile web field (required), enter
the external URL address of your EFI Pace mobile web.
7. To save your configuration changes, click [Save Configurations].
EFI Pace saves your configuration changes, and displays the
Changes Saved message.
8. Restart EFI Pace to activate your changes.
9. Click Return To Main Help Page to return to the main page of the
Admin Console.
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Admin Console Administrator Quick Start Guide
Download and run SDK files
Tip: The SDK files include various programming code samples for
custom screens and processes, configuration examples for different
developer languages (e.g., PHP, C++, Java, and VBS), help files, and
plug-in files.
1. Navigate to the EFI Pace Admin Console main page and click on the
Customization Tools tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click EFI Pace Developer SDK. If you receive a download prompt,
save and/or open the EFI Pace-sdk.zip file.
The EFI Pace-sdk.zip file is downloaded to your computer.
3. Locate and open the desired file(s).
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Download EFI Pace standard forms
Tip: The standard forms file includes the source code XML files for all
of the standard EFI Pace UI forms and enables you to search for
customizations examples via an Integrated Development Environment
(IDE).
1. Navigate to the EFI Pace Admin Console main page and click on the
Customizations Tools tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click EFI Pace Standard Forms. If you receive a download
prompt, save and/or open the epace-forms.zip file.
The epace-forms.zip file is downloaded to your computer.
3. Locate and open the desired file(s).
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Enable or disable customizations
Note: Disabling customizations resets the EFI Pace server back to its
original settings.
Tip: To determine whether your customizations are enabled, from the
EFI Pace main menu, click Administration, then move the mouse over
System Setup, then over General, then click Company Setup. If the
box in the Disable Customizations field on the System Configuration
tab is unchecked, your customizations are enabled.
1. Navigate to the EFI Pace Admin Console main page and click on the
Administration/Management tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click Enable/Disable Customizations.
The Enable/Disable Customizations page appears, with a list of
items to enable or disable, based on the user interface (UI).
3. Do one of the following:
• To disable customizations, click [Start Disable Now].
EFI Pace disables the customizations and restarts.
• To enable customizations, click [Start Enable Now].
EFI Pace enables the customizations and restarts.
4. Click Return To Main Help Page to return to the main page of the
Admin Console.
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Refresh configurations
Note: Use this procedure if you want to reset the system
configurations to the default settings. This procedure restarts several
services, including Apache, Postgres, and EFI Pace.
1. Navigate to the EFI Pace Admin Console main page and click on the
Other Utilities tab. (Refer to the “Log in to the Admin Console”
topic for detailed instructions.)
2. Click Refresh Configurations From Appliance Properties.
The Refresh Configurations From Appliance Properties page
appears, including the Last Refresh Log.
3. Click [Start Refresh Configurations Now].
The system reconfigures the related services to the original settings,
and restarts each service.
4. View the refresh process and results in the Last Refresh Log, as
desired.
5. Click Return To Main Help Page to return to the main page of the
Admin Console.
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Admin Console Administrator Quick Start Guide
View the form tag library
1. Navigate to the EFI Pace Admin Console main page and click on the
Customization Tools tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click Form Tag Library Reference.
The UI Tag Library page appears.
3. Click the link to the tag library you want to view.
The Form Design page appears for the library you selected.
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Admin Console Administrator Quick Start Guide
Compare versions of EFI Pace
1. Navigate to the EFI Pace Admin Console main page and click on the
Customization Tools tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click Version Comparison Tool.
The New Version Compare Tool page appears.
3. Do all of the following:
• In the Current Version field, select your current version of EFI
Pace.
• In the Version Upgrading To field, select the version of EFI
Pace to which you want to upgrade.
4. Click [Get Differences].
The New Version Compare Tool page refreshes, with a list of
differences between the two version of EFI Pace that you selected,
including new, modified, and removed fields and objects.
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Admin Console Administrator Quick Start Guide
Reporting Tasks
This section contains reporting tasks that you can perform in the Admin
Console.
Printing Tasks ................................................................................................................................. 38
Add a printer to CUPS .............................................................................................................. 39
Add a printer to EFI Pace ......................................................................................................... 41
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Admin Console Administrator Quick Start Guide
View object model diagrams
Tip: Object model diagrams are graphical views of the EFI Pace
business objects.
1. Navigate to the EFI Pace Admin Console main page and click on the
Object Model Diagrams tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click on the link for the object model diagram you want to view.
The object model diagram you selected appears in a separate page.
Note: The top level diagrams, such as “Accounting” and
“Estimating,” contain many objects and may not be as useful as the
other, more granular views.
3. View or print the diagram as desired, then click the X in the upper
right corner to close the page and return to the main page of the
Admin Console.
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Admin Console Administrator Quick Start Guide
Download the Crystal Clear Designer
setup file
1. Navigate to the EFI Pace Admin Console main page and click on the
Crystal Clear Setup Files tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click the link under “Download the Crystal Clear Designer Setup.”
A file download dialog box appears, prompting you to open or save
the current Crystal Clear .zip file.
3. Save the file to a temporary folder on your C: drive.
4. Unzip the file and run setup.exe.
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Admin Console Administrator Quick Start Guide
Download the PGSQL driver (JDBC)
Note: Use the PGSQL driver you download from the Admin Console to
establish a JDBC database connection and access the EFI Pace database
with Crystal Clear Designer.
1. Navigate to the EFI Pace Admin Console main page and click on the
Crystal Clear Setup Files tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click the link under “Download the Postgresql JDBC Driver.”
A file download dialog box appears, prompting you to open or save
the postgresql.jar file.
3. Save the file to the “Crystal Clear” folder on your C: drive.
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Admin Console Administrator Quick Start Guide
Download Crystal Clear properties
Note: The Crystal Clear properties file must match your installed version
of Crystal Clear Designer.
1. Navigate to the EFI Pace Admin Console main page and click on the
Crystal Clear Setup Files tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click the link under “Download the Crystal Clear Properties File.”
A file download dialog box appears, prompting you to open or save
the crystalclear.properties file.
3. Save the file to the “Crystal Clear\crystalclear#.#.properties” folder
(where #.# is Crystal Clear version and point release, such as
crystalclear6.5) on your C: drive.
Note: This file may overwrite an existing file on your C: drive. If you
receive an overwrite prompt, click [OK].
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Admin Console Administrator Quick Start Guide
Download Crystal Clear fonts
1. Navigate to the EFI Pace Admin Console main page and click on the
Crystal Clear Setup Files tab. (Refer to the “Log in to the Admin
Console” topic for detailed instructions.)
2. Click the link under “Browse the Crystal Clear Fonts.”
The Index of Fonts pop-up page appears, with a list of available
Crystal Clear fonts.
3. Click on the font(s) you want to download.
A file download dialog box appears, prompting you to open or save
the font file(s).
4. Save the file(s) to the appropriate font folder on your C: drive.
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Admin Console Administrator Quick Start Guide
Printing Tasks
This section contains printing tasks that you can perform in the Admin
Console:
Printing Tasks ................................................................................................................................. 38
Add a printer to CUPS .............................................................................................................. 39
Add a printer to EFI Pace ......................................................................................................... 41
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Admin Console Administrator Quick Start Guide
Add a printer to CUPS
Note: To set up a printer for Direct Printing through CUPS (Common
Unix Printing System), you must first add the printer to CUPS through
the Admin Console and then add the printer to EFI Pace.
1. Navigate to the EFI Pace Admin Console main page and click on the
Interfaces tab. (Refer to the “Log in to the Admin Console” topic for
detailed instructions.)
2. Click Printer Configuration.
The Admin Console redirects you to the CUPS software page.
3. On the CUPS software page, click Manage Printers.
The Printer page appears, with a list of available printers, if any.
4. On the Printer page, click [Add Printer].
Tip: If you already added several printers, [Add Printer] appears
below the list of printers.
Important: If you are prompted for login information, enter the
same username and password you used to log into the Admin
Console.
The Add New Printer page appears.
5. On the Add New Printer page, complete the following fields:
• In the Name field, enter a meaningful printer name, such as
Acctg_Prtr.
Note: If you wish to enter more than one word for the printer
name, you must enter an underscore (_) instead of a space.
• In the Description field, enter a description of this printer, such
as Accounting Printer.
• In the Location field, enter the location of this printer, such as
Accounting Dept.
6. Click [Continue].
The Device For [printer name] page appears.
7. On the Device for Test page, select an appropriate device from the
list, such as AppSocket/HP JetDirect (network printer), Windows
Printer via SAMBA (shared printer), or LPD/LPR Host or
Printer (direct printer).
8. Click [Continue].
The Device for URI page appears.
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Admin Console Administrator Quick Start Guide
9. On the Device for URI page, enter the device URI.
Examples: AppSocket/HP JetDirect = socket://hostname:port,
Windows Printer via SAMBA = smb://hostname/queue,
LPD/LPR Host or Printer = lpd://hostname/queue, where
hostname=the hostname or IP of the computer; and queue=the
share name of the printer
10. Click [Continue].
The Model/Driver for [printer name] page appears.
11. On the Model/Driver for [printer name] page, select the make of the
printer.
Tip: If your printer make is not listed, HP works in most cases, with
Raw as a good second choice.
12. Click [Continue].
The Model/Driver for [printer name] page refreshes.
13. On the Model/Driver for [printer name] page, select the model of
the printer.
Tip: If you selected HP because your printer’s manufacturer was not
listed, choose either HP DeskJet or HP LaserJet, depending on
whether the printer is an ink or laser printer.
14. Click [Continue].
A message appears that indicates that your printer was added
successfully.
15. From the menu at the top of the page, click Printers.
16. Locate your new printer in the list, and click [Print Test Page]
under the printer’s heading.
A test page prints to the printer you added.
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Admin Console Administrator Quick Start Guide
Add a printer to EFI Pace
Note: After you add a printer to CUPS through the Admin Console, you
must add it to EFI Pace.
1. On the EFI Pace Main menu, click Administration, then move the
mouse over System Setup, then over General, then click Printers.
The Printers List page appears.
2. On the Printers List page, click Add New Record.
The Printer Add page appears.
3. On the Printer Add page, complete the following fields:
• In the Name field (required), enter a meaningful name for the
printer.
• In the Printer Name field (required), select the name of the
printer you added to CUPS using the Admin Console.
4. Click [Add].
The Printer Detail page appears, with the Object Added message at
the top of the page.
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