Creating customized job info sheets

By modifying the files that Prepress Portal provides, you can create a customized job info sheet that meets your unique requirements. You can then make it available for use in any Prepress Portal job.

1. Plan how you want the customized job info sheet to be used. You must make the following decisions:
   1. Whether the customized job info sheet will be the default, or whether you will design it for a specific customer or specific job.
   2. Which sample job info sheet best fits your needs.
2. In Prepress Portal, create a test job that you can use to test your customizations.
3. On the Prepress Portal server, copy the folder of sample job info sheet files from the PrinergyWebRoot\RUser\custom\JobInfoSheet\Examples folder to the \\<JobServer>\Jobs\<TestJob>\Control\UserConfig\JobInfoSheet folder for your test job.
   If necessary, create the Control, UserConfig, and JobInfoSheet folders.
   Note: The images and include folders are necessary only if the XSLT files reference the folder contents.
   
4. Modify the XML, XSD, and XSLT files, or create new files to replace the existing ones.
   The XML file should list all the fields in the info sheet, the XSD file should define the attributes of each field, and the XSLT file should show how to display the info sheet in HTML. Edit the customer versions of the XSLT files unless you have specific information that you want only staff users to modify. Work on the edit versions of the files to create fields into which you can enter new values. Work on the read versions to display the fields to users.
   Note: You can edit all of the files in a simple text editor. Although XMLauthoring tools may make constructing XML, XSD, and XSLT files seem easy, customization of job info sheets requires a working knowledge of the XML, XSD, and XSLT technologies.
5. Save each file with the same file name and file extension as the original file.
   Important: Do not save the files with a TXT file extension. If you are using Notepad, use the Save As menu option.
6. Test your changes in Prepress Portal by viewing the job info sheet:
   • In InSite Prepress Portal 8.0, click the Summary tab of your test job.
   • In Insite Prepress Portal 9.0, select the job and in the Details panel, click Show Job Info Sheet.

7. When you are satisfied with your changes, make the customized job info sheet available to users by copying it from the JobInfoSheet folder to one of the following locations:
   Note: Customized job info sheets appear only in new jobs; they do not appear in jobs that already exist on the system.

   To achieve this result	Do this
   All jobs to use the same job info sheet	a. Create a Default folder at PrinergyWebRoot\RUser\custom\JobInfoSheet\. b. Place your customized files in the new Default folder. When a new job is created, Prepress Portal copies the job info sheet from the Default folder to the job folder and displays the job info sheet on the job's Summary tab.
   Different jobs to use different job info sheets	Copy your customized files to the job template folder \\<JobServer>\Jobs\<JobTemplateName>\Control\UserConfig\JobInfoSheet. Note: If necessary, create the Control, UserConfig, and JobInfoSheet folders. When a new job is created using the job template, the new job inherits the job info sheet and other template settings. Prepress Portal copies the job info sheet from the job template folder to the new job folder, and displays the job info sheet on the Summary tab for the job.

   If you place your customized files in a different folder than those listed in the table, Prepress Portal displays the default job info sheet that was supplied when your system was installed.