Reference Guide
Reference Guide
PitStop Server
Contents
1. Copyrights............................................................................................................................................... 7
2. About the Enfocus PitStop Server documentation.................................................................................. 8
3. Understanding Enfocus PitStop Server...................................................................................................9
3.1 About Enfocus PitStop Server................................................................................................................9
3.2 Enfocus PitStop Server and Enfocus Switch......................................................................................... 9
3.3 The Enfocus PitStop Server CLI...........................................................................................................10
4. Installing and activating PitStop Server................................................................................................12
4.1 Installing Enfocus PitStop Server........................................................................................................ 12
4.1.1 Installing PitStop Server from DVD........................................................................................... 12
4.1.2 Installing PitStop Server from the Enfocus website................................................................. 12
4.2 Activating PitStop Server......................................................................................................................13
4.2.1 Activating PitStop Server (traditional license)........................................................................... 13
4.2.2 Activating a subscription ID (subscription)................................................................................ 22
4.3 Getting support..................................................................................................................................... 24
4.3.1 Consulting the support information.......................................................................................... 24
4.3.2 Reporting a problem.................................................................................................................. 25
5. Starting and exiting PitStop Server...................................................................................................... 26
5.1 Starting PitStop Server.........................................................................................................................26
5.1.1 Running the Watchdog as a service on Windows......................................................................26
5.1.2 Running the Watchdog as a daemon on Mac............................................................................27
5.2 Closing PitStop Server......................................................................................................................... 28
5.3 Quitting the Watchdog.......................................................................................................................... 28
6. Looking at the Enfocus PitStop Server Work Area............................................................................... 29
6.1 The Lock Settings button..................................................................................................................... 29
6.1.1 Locking PitStop Server.............................................................................................................. 29
6.1.2 Unlocking PitStop Server........................................................................................................... 29
6.2 The PitStop Server Hot Folder tab...................................................................................................... 30
6.3 The PitStop Server Progress tab......................................................................................................... 31
6.4 The PitStop Server History tab............................................................................................................ 31
6.5 The Hot Folder Editor...........................................................................................................................32
6.5.1 Displaying the Hot Folder Editor dialog.................................................................................... 33
6.5.2 Using the Hot Folder Editor.......................................................................................................33
6.6 The PitStop Server Menu..................................................................................................................... 34
6.6.1 File menu....................................................................................................................................34
6.6.2 Edit menu................................................................................................................................... 34
6.6.3 Hot Folder menu........................................................................................................................ 34
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6.6.4
6.6.5
6.6.6
6.6.7
Window menu............................................................................................................................. 35
Progress menu...........................................................................................................................36
History menu.............................................................................................................................. 36
Help menu.................................................................................................................................. 36
7. Working with hot folders...................................................................................................................... 38
7.1 What are hot folders?.......................................................................................................................... 38
7.1.1 Hot folders defined.....................................................................................................................38
7.1.2 Hot folder workflow illustrated..................................................................................................38
7.1.3 Main rules for valid hot folders................................................................................................. 39
7.2 What is processing?............................................................................................................................. 40
7.2.1 Processing defined.....................................................................................................................40
7.2.2 Action Lists and Preflight Profiles: required “fuel” for processing.......................................... 40
7.2.3 Process results.......................................................................................................................... 41
7.3 Types of folders.................................................................................................................................... 42
7.3.1 Organizing your Enfocus PitStop Server work environment..................................................... 42
7.3.2 Base folder................................................................................................................................. 42
7.3.3 Input Folder................................................................................................................................ 42
7.3.4 Folders for original documents................................................................................................. 43
7.3.5 Folders for processed documents.............................................................................................43
7.3.6 Output folders for non-PDF files............................................................................................... 43
7.3.7 Folders for reports.....................................................................................................................43
7.4 Managing hot folders........................................................................................................................... 44
7.4.1 Creating a hot folder..................................................................................................................44
7.4.2 Editing a hot folder.................................................................................................................... 44
7.4.3 Duplicating a hot folder............................................................................................................. 44
7.4.4 Deleting a hot folder.................................................................................................................. 45
7.4.5 Exporting a hot folder................................................................................................................ 45
7.4.6 Importing a hot folder................................................................................................................45
7.5 The hot folder status............................................................................................................................46
7.6 The hot folder priority.......................................................................................................................... 47
8. Setting up hot folders........................................................................................................................... 48
8.1 Setting up a hot folder......................................................................................................................... 48
8.2 Hot Folder Properties: General........................................................................................................... 48
8.2.1 Enabling a hot folder................................................................................................................. 49
8.3 Hot Folder Properties: Folders............................................................................................................49
8.3.1 Creating a folder structure........................................................................................................50
8.3.2 Editing a folder structure manually.......................................................................................... 51
8.3.3 Switching between absolute and relative paths........................................................................ 52
8.4 Hot Folder Properties: Processing...................................................................................................... 53
8.4.1 Subfolder Processing................................................................................................................. 53
8.4.2 Report Generation...................................................................................................................... 53
8.4.3 Optimization on save.................................................................................................................. 55
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8.4.4 File Name................................................................................................................................... 55
8.5 Hot Folder Properties: Flattening........................................................................................................56
8.5.1 About transparency flattening................................................................................................... 56
8.5.2 Setting up transparency flattening............................................................................................ 56
8.5.3 Flattening category: options...................................................................................................... 57
8.6 Hot Folder Properties: Action Lists and Preflight Profile................................................................... 60
8.6.1 Adding one or more Action Lists to a hot folder.......................................................................60
8.6.2 Adding a Preflight Profile to a hot folder.................................................................................. 61
8.6.3 Where Can I Find Action Lists and Preflight Profiles?..............................................................61
8.7 Hot Folder Properties: Smart Preflight............................................................................................... 63
8.7.1 Applying a Variable Set.............................................................................................................. 63
8.7.2 Enabling the use of a Job Ticket............................................................................................... 63
8.8 Hot Folder Properties: Certified PDF.................................................................................................. 64
8.8.1 Changing the Certified PDF status of an incoming PDF...........................................................64
8.8.2 Certified options......................................................................................................................... 65
8.9 Hot Folder Properties: Color Management......................................................................................... 65
8.10 Hot Folder Properties: Fonts............................................................................................................. 66
8.11 Hot Folder Properties: E-mail Notification........................................................................................66
8.11.1 Setting up e-mail notifications.................................................................................................66
8.12 Hot Folder Properties: Summary.......................................................................................................67
9. Running jobs through PitStop Server....................................................................................................68
10. Monitoring active jobs......................................................................................................................... 69
10.1 Sorting the active jobs........................................................................................................................69
10.2 Pausing all active jobs....................................................................................................................... 69
10.3 Resuming all active jobs.................................................................................................................... 69
10.4 Cancelling active jobs.........................................................................................................................69
11. Viewing finished jobs in the History tab.............................................................................................. 71
11.1 Managing the History List.................................................................................................................. 71
11.1.1 Filtering the History................................................................................................................. 71
11.1.2 Deleting jobs from the list....................................................................................................... 72
11.2 Exporting the History..........................................................................................................................72
11.3 Viewing statistics................................................................................................................................ 73
11.4 Special Events Log............................................................................................................................. 73
12. Setting the Enfocus PitStop Server Preferences................................................................................ 74
12.1 Setting the Measurement Units......................................................................................................... 75
12.2 Setting the Language......................................................................................................................... 75
12.3 Setting the Folders............................................................................................................................. 76
12.4 Setting the Processing preferences...................................................................................................77
12.5 Setting the File Cleanup preferences................................................................................................ 77
12.6 Setting your Font preferences........................................................................................................... 78
12.7 Setting your Color Management preferences....................................................................................78
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12.8 Setting your E-Mail preferences........................................................................................................ 79
12.9 Setting your Personal Info................................................................................................................. 79
12.10 Setting the Update Preferences.......................................................................................................80
13. Using Action Lists................................................................................................................................81
13.1 Where to find Action Lists in PitStop Server..................................................................................... 81
13.2 Editing an Action List......................................................................................................................... 83
13.3 Creating an Action List.......................................................................................................................83
13.4 Exporting an Action List..................................................................................................................... 84
13.5 Importing an Action List.....................................................................................................................85
13.6 Duplicating an Action List.................................................................................................................. 85
13.7 Removing an Action List.................................................................................................................... 85
14. Preflighting and Checking PDF Documents.........................................................................................86
14.1 What is preflighting?.......................................................................................................................... 86
14.1.1 Preflighting defined.................................................................................................................. 86
14.1.2 Preflight Profiles...................................................................................................................... 86
14.1.3 Preflighting in Enfocus PitStop Server.................................................................................... 87
14.2 Where to find Preflight Profiles in PitStop Server.............................................................................88
14.2.1 The Preflight Profile Panel...................................................................................................... 88
14.2.2 The Enfocus Preflight Profile Editor........................................................................................90
14.3 How to create and edit a Preflight Profile.........................................................................................92
14.3.1 Creating and editing a Preflight Profile...................................................................................92
14.3.2 Locking a Preflight Profile with a password......................................................................... 107
14.4 Smart Preflight................................................................................................................................. 108
14.4.1 About Smart Preflight............................................................................................................ 108
14.4.2 Getting started with Smart Preflight..................................................................................... 109
14.4.3 Setting up Smart Preflight..................................................................................................... 110
14.4.4 Using Smart Preflight variables in Action Lists.................................................................... 124
14.4.5 Troubleshooting for Smart Preflight......................................................................................125
15. Working with Certified PDF documents............................................................................................ 128
15.1 Understanding Certified PDF........................................................................................................... 128
15.1.1 PDF workflow concept........................................................................................................... 128
15.1.2 A conventional PDF workflow................................................................................................ 130
15.1.3 The Certified PDF workflow................................................................................................... 130
15.1.4 What is an Enfocus Certified PDF document?...................................................................... 132
15.2 Starting a Certified PDF workflow................................................................................................... 132
15.2.1 Setting the personal information........................................................................................... 132
15.2.2 Starting a Certified PDF workflow for a PDF document....................................................... 133
15.3 Adding a session comment.............................................................................................................. 133
15.4 Checking Certified PDF files............................................................................................................ 134
15.4.1 Checking the Certified PDF status of a PDF......................................................................... 134
16. Managing fonts.................................................................................................................................. 136
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16.1 Types of fonts and their usage.........................................................................................................136
16.1.1 Standard 14 fonts................................................................................................................... 136
16.1.2 PostScript Type 1 fonts.......................................................................................................... 137
16.1.3 PostScript Type 3 fonts.......................................................................................................... 137
16.1.4 TrueType font..........................................................................................................................138
16.1.5 Multiple Master font...............................................................................................................139
16.1.6 Double-byte font..................................................................................................................... 139
16.2 PDF font substitution........................................................................................................................140
16.2.1 Finding exact font names.......................................................................................................140
16.3 Embedding versus subsetting fonts.................................................................................................141
16.3.1 Embedding fonts.....................................................................................................................141
16.3.2 Subsetting fonts......................................................................................................................141
16.4 Embedding missing fonts................................................................................................................. 142
16.4.1 About embedding missing fonts............................................................................................ 142
16.4.2 To set up the Monotype Baseline platform........................................................................... 142
16.4.3 To embed missing fonts.........................................................................................................143
17. Managing color.................................................................................................................................. 145
17.1 About color management................................................................................................................. 145
17.2 Color models.....................................................................................................................................145
17.2.1 The RGB color model.............................................................................................................145
17.2.2 The CMYK color model...........................................................................................................145
17.2.3 The grayscale model.............................................................................................................. 146
17.3 Color gamuts and color spaces....................................................................................................... 146
17.3.1 Color gamut: device-related subset of the color spectrum.................................................. 146
17.3.2 Device-dependent color..........................................................................................................147
17.3.3 Device-independent color.......................................................................................................147
17.4 Rendering intents............................................................................................................................. 147
17.4.1 Rendering intents to remap colors........................................................................................147
17.4.2 Perceptual remapping............................................................................................................148
17.4.3 Saturation remapping.............................................................................................................148
17.4.4 Relative colorimetric remapping............................................................................................149
17.4.5 Absolute colorimetric remapping.......................................................................................... 149
17.5 Using Color Management in Enfocus PitStop Server...................................................................... 150
17.5.1 Working with ICC profiles...................................................................................................... 150
17.5.2 Using ICC profiles in Enfocus PitStop Server........................................................................150
17.5.3 Disabling color management................................................................................................. 152
17.6 Spot colors........................................................................................................................................ 153
17.6.1 About spot colors................................................................................................................... 153
17.6.2 Unambiguously defined spot colors.......................................................................................153
17.6.3 Converting spot colors to the equivalent CMYK process colors............................................154
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1. Copyrights
© 2016 Enfocus BVBA all rights reserved. Enfocus is an Esko company.
Certified PDF is a registered trademark of Enfocus BVBA.
Enfocus PitStop Pro, Enfocus PitStop Workgroup Manager, Enfocus PitStop Server, Enfocus
Connect YOU, Enfocus Connect ALL, Enfocus Connect SEND, Enfocus StatusCheck, Enfocus
CertifiedPDF.net, Enfocus PDF Workflow Suite, Enfocus Switch, Enfocus SwitchClient, Enfocus
SwitchScripter and Enfocus Browser are product names of Enfocus BVBA.
Adobe, Acrobat, Distiller, InDesign, Illustrator, Photoshop, FrameMaker, PDFWriter,
PageMaker, Adobe PDF Library™, the Adobe logo, the Acrobat logo and PostScript are
trademarks of Adobe Systems Incorporated.
Datalogics, the Datalogics logo, PDF2IMG™ and DLE™ are trademarks of Datalogics, Inc.
Apple, Mac, Mac OS, Macintosh, iPad and ColorSync are trademarks of Apple Computer, Inc.
registered in the U.S. and other countries.
Windows, Windows 2000, Windows 7, Windows 8, Windows 8.1, Windows 10, Windows 2008
Server, Windows 2008 Server R2, Windows Server 2012 and Windows Server 2012 R2 are
registered trademarks of Microsoft Corporation.
PANTONE® Colors displayed here may not match PANTONE-identified standards. Consult
current PANTONE Color Publications for accurate color. PANTONE® and other Pantone, Inc.
trademarks are the property of Pantone, Inc. ©Pantone, Inc., 2006.
OPI is a trademark of Aldus Corporation.
Monotype is a trademark of Monotype Imaging Inc. registered in the U.S. Patent and Trademark
Office and may be registered in certain jurisdictions. Monotype Baseline is a trademark of
Monotype Imaging Inc.
Quark, QuarkXPress, QuarkXTensions, XTensions and the XTensions logo among others, are
trademarks of Quark, Inc. and all applicable affiliated companies, Reg. U.S. Pat. & Tm. Off. and
in many other countries.
This product and use of this product is under license from Markzware under U.S.Patent No.
5,963,641.
Other brand and product names may be trademarks or registered trademarks of their
respective holders. All specifications, terms and descriptions of products and services are
subject to change without notice or recourse.
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PitStop Server
2. About the Enfocus PitStop Server
documentation
The complete PitStop Server documentation consists of multiple parts.
Part
Description/location
Reference Guide
Describes the PitStop Server features in detail.
http://www.enfocus.com/manuals/ReferenceGuide/
PS/13/enUS/home.htm
Action List Library
Action List Manual
http://www.enfocus.com/en/support/downloads/pitstopaction-lists
http://www.enfocus.com/manuals/Extra/Actions/13/
home.htm
Preflight Profile Library
http://www.enfocus.com/en/support/downloads/pitstoppreflight-profiles
Knowledge Base
http://www.enfocus.com/en/support/knowledge-base
Customize Report Templates
Describes how you can customize Preflight Report
templates, e.g. add a company logo, change the
header or colors used in the Report, ...
http://www.enfocus.com/manuals/Extra/
CustomReportTemplate/13/home.htm
Preflight Report Help
http://www.enfocus.com/manuals/Extra/
PreflightReportHelp/13/home.htm
Movies
http://www.youtube.com/enfocuscommunity
Read Me
Menu bar: Help
End User License Agreement
• Read Me (PDF)
• License Agreement (PDF)
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PitStop Server
3. Understanding Enfocus PitStop Server
3.1 About Enfocus PitStop Server
Enfocus PitStop Server is a stand-alone and hot folder based application. It allows you to easily
set up and manage PDF based workflows.
Hot folders defined
An Enfocus PitStop Server hot folder is a collection of dedicated folders for batch PDF
processing. You create such folders on the hard disk of your computer or on a network drive.
Enfocus PitStop Server automatically processes PDF documents that arrive in a given input
folder of this hot folder and places the processed files based on the result accordingly in the
specified output folder. The original PDF document and the preflight results can be saved in the
same or a different folder, depending on whether processing was successful or not.
The hot folder’s input folder is an active folder: Enfocus PitStop Server will monitor the input
folder of a hot folder at regular intervals and will, upon arrival of a PDF document in this input
folder, start the appropriate automatic action.
Hot folders are interlinked folders. You use the Hot Folder Editor to create the links between
the folders of a hot folder: you specify the path the PDF documents have to follow as they are
processed.
Components
Enfocus PitStop Server consists of a number of components, amongst which the PitStop Server
application, and the PitStop Server Watchdog. Enfocus PitStop Server can process in the
background, even after closing the PitStop Server application.
• The PitStop Server application is the actual user interface. It allows to define and edit hot
folders, monitor active jobs, and view the job history. Unlike in earlier versions of Enfocus
PitStop Server, closing the application does not quit Enfocus PitStop Server. This implies that
files can be processed even while PitStop Server is not running.
• The PitStop Server Watchdog is an application that ensures that all necessary software
components to process files are running. If a component hasn’t started, or has quit for any
reason, the PitStop Server Watchdog will launch or relaunch this software component.
Note: OS permissions can impose restrictions on editing hot folders. While this may
be helpful in some cases you must ensure that the PitStop Server Watchdog user and
the user who edits hot folders have full permissions.
3.2 Enfocus PitStop Server and Enfocus Switch
To be able to use the PitStop Server functionality in Switch, Enfocus has developed two PitStop
Server configurators:
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PitStop Server
• PitStop Server: Preflights and processes PDF files in an automated way. Note that only
single files (so no job folders) can be processed.
• PitStop Server PDF2Image: Renders PDF files to images, either as a whole or split into
separations. Note that as of PitStop Server 13, the configurator can also handle Switch
metadata attached to the PDF.
These configurators are automatically installed with PitStop Server and overwrite any
previous versions of this configurator (e.g. older versions installed with Switch). This way, the
configurators are always up-to-date.
If PitStop Server is running while processing jobs through the PitStop Server configurator in
Switch, the PitStop Server user interface can be used to check the Switch jobs. Just like for the
regular hot folder jobs, you can:
• Check which files are being processed (in the Hot Folder tab) or have been processed earlier
(in the History tab).
• Follow up on the job progress e.g. of large files (in the Progress tab).
• Generate statistics (via the Statistics button in the History tab).
Important: Switch jobs (called rush jobs) take priority over regular hot folder jobs. This
is also the case for CLI jobs (See The Enfocus PitStop Server CLI on page 10). In the
PitStop Server UI, Switch and CLI jobs can be recognized by the following icon:
.
Compatibility
• The PitStop Server configurator included in the installer of PitStop Server is only compatible
with Switch 12 or later. Previous versions of Switch use an old, built-in configurator, which
remains valid, but will not be updated automatically via PitStop Server.
• The PitStop Server PDF2Image configurator is compatible with Switch 12 update 3 or later
(for users who have purchased the Configurator Module) or with Switch 13 (for users who
have both PitStop Server and Switch but no Configurator Module).
Want to know more?
The Switch documentation can be found on the Enfocus website: http://www.enfocus.com/en/
support/manuals/switch-manuals.
3.3 The Enfocus PitStop Server CLI
PitStop Server CLI is the command-line interface of PitStop Server. It is part of the standard
PitStop Server release, and allows to integrate the PitStop technology with any other
application.
From version 12 Update 2 onwards, if PitStop Server is running while processing files through
the CLI, the PitStop Server user interface can be used to check the CLI jobs. Just like for the
regular hot folder jobs, you can:
• Check which files are being processed (in the Hot Folder tab) or have been processed earlier
(in the History tab).
• Follow up on the job progress e.g. of large files (in the Progress tab).
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PitStop Server
• Generate statistics (via the Statistics button in the History tab).
Important: CLI jobs (called rush jobs) take priority over regular hot folder jobs. This
is also the case for Switch jobs (See Enfocus PitStop Server and Enfocus Switch on page
9). In the PitStop Server UI, Switch and CLI jobs can be recognized by the following
icon:
.
From version 13 onwards, PitStop Server CLI provides some extra functionality: in addition to
file processing, it allows you to render the pages of a PDF to images, either as a whole or split
into separations. This functionality is not yet available in the standard product. Switch users
however can make use of this functionality through the Enfocus PitStop Server PDF2Image
configurator.
Want to know more?
The PitStop Server CLI documentation can be found on the Enfocus website: http://
www.enfocus.com/en/support/manuals/pitstop-server-manuals.
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PitStop Server
4. Installing and activating PitStop Server
Before you can start using PitStop Server, you must:
1. Install the application, either from the Enfocus website or from a DVD.
2. Activate the application.
Once installed and activated, you can start the application.
4.1 Installing Enfocus PitStop Server
Installers
For Windows operating systems, both a 32-bit and a 64-bit installer are available.
Tip: Do you want to use the Adobe Color Management Module (CMM) for color
managament, for example to set up transparency flattening? Since there is no 64-bit
version of the Adobe CMM available, we recommend installing the 32-bit version of
Enfocus PitStop Server. For more information, refer to Setting up transparency flattening
on page 56
System requirements
The system requirements are displayed during the second step of the installation process, and
are also listed on the product pages on the Enfocus Web site (www.enfocus.com).
4.1.1 Installing PitStop Server from DVD
1. Insert the Enfocus DVD into your DVD drive.
2. In Microsoft Windows, the flash movie will start automatically if the AutoPlay function is
enabled for that DVD drive. On Mac OS, you need to open the DVD, and double-click the
“Start” flash movie.
3. A flash movie will guide you to the installer.
4. Follow the installation instructions on your screen.
After installing Enfocus PitStop Server, it can be advisable to lock Enfocus PitStop Server using
a password. For more information, refer to The Lock Settings button on page 29.
4.1.2 Installing PitStop Server from the Enfocus website
1. Go to the PitStop Server product page on the Enfocus website (www.enfocus.com).
2. Download the Enfocus PitStop Server installer from the site.
3. Start the appropriate installer.
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PitStop Server
4. Follow the installation instructions on your screen.
After installing Enfocus PitStop Server, it can be advisable to lock Enfocus PitStop Server using
a password. For more information, refer to The Lock Settings button on page 29.
4.2 Activating PitStop Server
Before you can start working with PitStop Server, you must activate the product.
The procedure depends on the license type you've bought:
• In case of a traditional, perpetual license, you have to activate the product key you received
at the time of the purchase. Refer to Activating PitStop Server (traditional license) on page
13.
• In case of a subscription, you have to activate your subscription ID to start your contract
term. Refer to Activating a subscription ID (subscription) on page 22.
Note that subscription licenses are not available for Japanese and Chinese.
Enfocus ID
For most Enfocus products, you need an Enfocus ID. This is a free account that is used for all
communication with Enfocus. You can create one through the the Account section on the Enfocus
website (clicking the Get an Enfocus ID link).
4.2.1 Activating PitStop Server (traditional license)
After installing Enfocus PitStop Server, you can activate it from the PitStop Server dialog. This
dialog pops up automatically when using Enfocus PitStop Server for the first time. If it is not
opened automatically, you can open it yourself. Refer to Opening the About Enfocus PitStop Server
dialog on page 13.
You now have two options:
• If you want to try the application before you buy it, you can activate a trial version. This
version remains active for 30 days.
• If you have purchased the application, you should activate your permanent license.
There are several methods to activate Enfocus PitStop Server:
• If you only want to activate the trial version, refer to Activating the 30-day trial version on page
14.
• If you installed Enfocus PitStop Server on a computer without internet access, refer to
Activating PitStop Server (offline method) on page 15
• If you installed Enfocus PitStop Server on a computer with internet access, refer to Activating
PitStop Server (online method) on page 14.
4.2.1.1 Opening the About Enfocus PitStop Server dialog
The About PitStop Server dialog allows you to activate PitStop Server.
To open this dialog
1. Select Help > About PitStop Server .
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2. To manage your licenses, switch to the License tab.
4.2.1.2 Activating the 30-day trial version
To activate the 30-day trial version
1. When you launch PitStop Server for the first time, the About Enfocus PitStop Server dialog
pops up automatically.
Alternatively, you can open it yourself. Refer to Opening the About Enfocus PitStop Server
dialog on page 13.
2. In the About Enfocus PitStop Server dialog box, on the License tab, enter your Enfocus ID
and password.
The Enfocus ID is a new account that replaces all former Enfocus accounts (the webshop,
product activation and support portal account). If you don't have one yet, click the Create
Enfocus ID link and follow the on-screen instructions.
3. Click Sign in.
4. Click Start Trial.
4.2.1.3 Activating PitStop Server (online method)
Before you start:
• Your system must have internet access to communicate with the Enfocus web server.
• You must have a product key.
• If you’re using a firewall, make sure to allow PitStop Server to communicate with https://
licensingservices.esko.com using ports 80 and 443.
To activate PitStop Server
1. In the About Enfocus PitStop Server dialog box, on the License tab, enter your Enfocus ID
and password.
The Enfocus ID is a new account that replaces all former Enfocus accounts (the webshop,
product activation and support portal account). If you don't have one yet, click the Create
Enfocus ID link and follow the on-screen instructions.
2. Click Sign in.
3. Click Activate Product Key.
4. Enter your product key by doing one of the following:
• Type or copy-paste your product key in the Activated licenses field.
• Browse to your product key license file (for example: LicensesBackup.html) or drag it to
the Activated licenses field.
5. Click Activate.
Your system communicates with the Enfocus webserver and activates PitStop Server.
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PitStop Server
6. To close the dialog, click Close.
4.2.1.4 Activating PitStop Server (offline method)
Before you start:
• In addition to your offline system on which PitStop Server is installed, you must have a
system with internet access to communicate with the Enfocus web server.
• You must have a product key.
• If you've never installed an Enfocus product before, you have to initialize the application first!
See Initializing PitStop Server (offline) on page 17.
To activate PitStop Server
1. On your offline system with PitStop Server:
a. In the About Enfocus PitStop Server dialog box, on the License tab, enter your Enfocus
ID and password.
The Enfocus ID is a new account that replaces all former Enfocus accounts (the
webshop, product activation and support portal account). If you don't have one yet, click
the Create Enfocus ID link and follow the on-screen instructions.
b. Click Sign in.
c. Click Offline Activation.
This button appears if PitStop Server detects that there is no internet connection. If for
any reason this button is not available, select the Offline mode checkbox at the bottom
of the tab.
d. Click Activate Key.
e. Enter your product key by doing one of the following:
• Type or copy-paste your product key in the Product key field.
f.
• Browse to your product key license file (example: LicensesBackup.html) or drag it to
the Product key field.
Click Activate.
The following dialog box opens:
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g. In Step 1, click Save.
PitStop Server creates a file: requestactivate.xml.
2. Make requestactivate.xml available on your online system.
Example: You can copy requestactivate.xml to a USB stick, and connect the USB stick
to your online system.
3. On your online system:
Go to http://www.enfocus.com/products/activation?lang=en
Upload requestactivate.xml, and click Continue.
Fill in your Enfocus ID password, and click Continue.
Click Continue to confirm.
The Enfocus web server creates a file: activation-response.xml.
e. Download the file.
a.
b.
c.
d.
4. On your offline system with PitStop Server:
a. In Step 2, upload activation-response.xml.
b. Click Activate.
Your system activates PitStop Server.
c. To close the confirmation dialog, click Close.
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Initializing PitStop Server (offline)
This procedure describes how to initialize PitStop Server. Note that this is only required:
• If it is the first time you're activating an Enfocus product on a particular computer.
• If you want to activate PitStop Server offline, i.e. on a computer without internet access. In
case of online activation, initialization is done automatically in the background.
Prerequisites:
• You need an additional computer with internet access to communicate with the Enfocus web
server.
• You need an Enfocus ID. To create an Enfocus ID (on a computer with internet access), go
to the Account section of the Enfocus website and follow the on-screen instructions. After
completing the form, you will receive an e-mail with your Enfocus ID and password.
How it works:
Initializing PitStop Server consists of three steps:
1. Create an initialization request on the computer on which you installed PitStop Server.
2. Save this file on another computer with internet access and upload it to the Enfocus
activation website. Enfocus will provide you with a response file.
3. Upload the response file to the computer on which you installed PitStop Server.
Each of these steps is explained below.
To initialize PitStop Server
1. On your offline system with PitStop Server:
a. In the About Enfocus PitStop Server dialog box, on the License tab, enter your Enfocus
ID and password.
The Enfocus ID is a new account that replaces all former Enfocus accounts (the
webshop, product activation and support portal account). If you don't have one yet, click
the Create Enfocus ID link and follow the on-screen instructions.
b. Click Sign in.
c. Click Offline Activation.
This button appears if PitStop Server detects that there is no internet connection. If for
any reason this button is not available, select the Offline mode checkbox at the bottom
of the tab.
d. Click Activate Key
e. Enter your product key by doing one of the following:
• Type or copy-paste your product key in the Product key field.
f.
• Browse to your product key license file (example: LicensesBackup.html) or drag it to
the Product key field.
Click Activate.
The following dialog box opens:
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PitStop Server
g. In Step 1, click Save.
PitStop Server creates a file: requestinitialize.xml.
2. Make requestinitialize.xml available on your online system.
Example: You can copy requestinitialize.xml to a USB stick, and connect the USB
stick to your online system.
3. On your online system:
Go to http://www.enfocus.com/products/activation?lang=en
Upload requestinitialize.xml, and click Continue.
Fill in your Enfocus ID password, and click Continue.
Click Continue to confirm.
The Enfocus web server creates a file: response.xml.
e. Download the file.
a.
b.
c.
d.
4. On your offline system with PitStop Server:
a. In Step 2 (right part of the dialog), upload response.xml.
b. Click Initialize.
Your system initializes PitStop Server.
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PitStop Server
Once you have initialized PitStop Server, the Off-Line Activation dialog appears. You can
immediately go on with the last substep of step 1 (save requestactivate.xml) of the offline
activation procedure.
4.2.1.5 Managing your Enfocus licenses
Once you have installed Enfocus PitStop Server, you can manage your Enfocus PitStop Server
license from within the application. You can for example check the status of your other Enfocus
licenses, deactivate or repair your PitStop Server license, export license information, and so on.
Deactivating a license is required before you can move the license to another system. This is
also required if you want to move from one system to another using a system image.
Repairing a license can be necessary, if the hardware characteristics of your computer have
changed, for example, if you added memory or a new network card.
Deactivating PitStop Server (online method)
Use this task when you want to move the license to another system.
To deactivate PitStop Server
1. In the About Enfocus PitStop Server dialog box, on the License tab, select the product key
you want to deactivate.
2. Enable the Export license information during deactivation option.
This enables you to download the license file, so that you can reactivate it on another
system.
3. Click Deactivate.
4. Browse to a download location, and click Save.
PitStop Server creates a license file: LicensesBackup.html. Your system deactivates
PitStop Server.
5. Click Close.
Deactivating PitStop Server (offline method)
Use this task, for example, when you want to move the license to another system.
In addition to your offline system on which PitStop Server is installed, you must have a system
with internet access to communicate with the Enfocus web server.
To deactivate PitStop Server
1. On your offline system with PitStop Server:
a. In the About Enfocus PitStop Server dialog box, select the product key you want to
deactivate.
b. Enable the Off-Line Mode option at the bottom of the pane.
c. Enable the Export license information during deactivation option.
This enables you to download the license file, so that you can reactivate it on another
system.
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PitStop Server
d. Click Deactivate.
e. Browse to a download location, and click Save.
PitStop Server creates a license file: LicensesBackup.html, and opens the following
dialog box:
f.
In Step 1, click Save.
PitStop Server creates a file: requestdeactivate.xml.
2. Make requestdeactivate.xml available on your online system.
Example: You can copy requestdeactivate.xml to a USB stick, and connect the USB
stick to your online system.
3. On your online system:
a. Go to http://www.enfocus.com/products/activation?lang=en
b. Upload requestdeactivate.xml, and click Continue.
c. Click Continue to confirm.
The Enfocus web server creates a file: deactivation-response.xml.
d. Download the file.
4. On your offline system with PitStop Server:
a. In Step 2, upload deactivation-response.xml.
b. Click Deactivate.
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PitStop Server
Your system deactivates PitStop Server.
c. Click Close.
Repairing PitStop Server (online method)
Use this task when you try to use PitStop Server, but it tells you that you need to repair your
license.
To repair PitStop Server
1. In the About Enfocus PitStop Server dialog box, on the License tab, select the product key
you want to repair.
2. Make sure the Off-Line Mode option is disabled.
3. Click Repair.
Your system communicates with the Enfocus web server and repairs your license. If it fails,
please contact Enfocus:
• activation@enfocus.com
• http://www.enfocus.com/en/user?destination=support/portal
4. Click Close.
Repairing PitStop Server (offline method)
Use this task when you try to use PitStop Server, but it tells you that you need to repair your
license.
In addition to your offline system on which PitStop Server is installed, you must have a system
with internet access to communicate with the Enfocus web server.
To repair PitStop Server
1. On your offline system with PitStop Server:
a. In the About Enfocus PitStop Server dialog box, on the License tab, select the product
key you want to repair.
b. Enable the Off-Line Mode option.
c. Click Repair.
A new dialog box opens.
d. In Step 1, click Save.
PitStop Server creates a file: requestrepair.xml.
2. Make requestrepair.xml available on your online system.
Example: You can copy requestrepair.xml to a USB stick, and connect the USB stick to
your online system.
3. On your online system:
a.
b.
c.
d.
Go to http://www.enfocus.com/products/activation?lang=en
Upload requestrepair.xml, and click Continue.
Fill in your Enfocus ID password, and click Continue.
Click Continue to confirm.
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The Enfocus web server creates a file: response.xml.
e. Download the file.
4. On your offline system with PitStop Server:
a. In Step 2, upload response.xml.
b. Click Repair.
Your system repairs PitStop Server. If it did not work, please contact Enfocus:
• activation@enfocus.com
• http://www.enfocus.com/en/support/request-feature-report-problem
c. Click Close.
4.2.2 Activating a subscription ID (subscription)
If you have bought PitStop Server subscription, you have received a subscription ID. This ID has
to be activated in order to start your contract term.
Note: Your Enfocus subscription will be checked by an Esko license server. Therefore,
make sure your Proxy server and firewall settings (if any) allow access to *.esko.com for
both the HTTP and the HTTPS protocol.
To activate your subscription ID
1. Go to the Account section on the Enfocus website.
2. Sign in using your Enfocus ID.
The Enfocus ID is a new account that replaces all former Enfocus accounts (the webshop,
product activation and support portal account). From now on, there's only one account for
all communication with Enfocus. Note that there is no way to convert older accounts into an
Enfocus ID; even if you have already an Enfocus activation account, you are asked to register
once again. Registering is very easy; just click the Get an Enfocus ID link and follow the onscreen instructions.
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3. Click Activate a subscription.
4. Enter the subscription ID and click Activate.
The new subscription is displayed in the overview. You can immediately start working with
PitStop Server.
5. Open PitStop Server.
The About Enfocus PitStop Server dialog pops up.
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6. In the License tab, enter your My Enfocus ID credentials (email address and password) and
click Sign In.
In the background, PitStop Server checks your license and allows access to the software as
long as the contract term hasn't expired. If it has expired (because the subscription has been
cancelled), you will get a warning.
Note that you remain signed in with your Enfocus ID: you won't have to enter your
credentials next time you launch PitStop Server. However, if you haven't used the software
for a longer period (more than one month), you may be asked to sign in again, so PitStop
Server can check if your license is still valid.
Note: If you want to use your subscription license on another computer, you should
just sign out (from within PitStop Server), which frees up your license, and sign in on
that other computer.
4.3 Getting support
If you have problems, please proceed as follows:
1. Consult the documentation on the Enfocus website:
• The Activation Troubleshooting Guide clearly explains how to solve problems
related to the activation of the software: http://www.enfocus.com/manuals/Extra/
ActivationTroubleshooting/13/home.html
• The manuals on the PitStop Server product page provide information about the software
and related topics such as working with Action Lists, customizing PitStop Report
Templates and understanding Preflight Report messages: https://www.enfocus.com/en/
support/manuals/pitstop-server-manuals. You can also access this information from within
the software, by selecting Help > Online Resources > Online Documentation .
2. Consult the Enfocus Knowledge Base: http://www.enfocus.com/en/support/knowledge-base/
You can also access this information from within the application, by selecting Help > PlugIn Help > PitStop Server Help > Knowledge Base .
3. Ask your local reseller. Contact information can be found on the Enfocus website: http://
www.enfocus.com/en/support/resellers/
4. Contact Enfocus Customer Support using the online form: https://www.enfocus.com/en/user?
destination=support/portal You can also access this webpage from within the software. Refer
to Reporting a problem on page 25.
Note: When contacting the Enfocus Support Department, it is important that
you can provide our product specialists with the necessary information about the
configuration of your computer system and the Enfocus product(s) you are using.
To this end, we have included this support information in the About PitStop Server
dialog. See Consulting the support information on page 24.
4.3.1 Consulting the support information
To consult the support information
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PitStop Server
1. Do one of the following:
• On Windows, choose Help > About Enfocus PitStop Server .
• On Mac, choose PitStop Server > About Enfocus PitStop Server .
The About Enfocus PitStop Server dialog appears.
2. Click the Support info tab.
You can see all the relevant information about your version of the software and about the
configuration of your computer system.
3. Click Copy to Clipboard.
4. Paste the support information in a text file or e-mail message and send it to
support@enfocus.com.
4.3.2 Reporting a problem
To report a problem
1. Choose Help > Get Support .
The Support section of the Enfocus website appears.
2. Under Contact, click Report a problem.
3. Log in using your Enfocus ID (usually your email address) and your password.
4. Click the Create New Case link.
5. Fill out the online form.
6. Click the Submit or Submit & Add Attachment button.
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5. Starting and exiting PitStop Server
5.1 Starting PitStop Server
To start PitStop Server
1. Do one of the following:
• Select PitStop Server in the Start menu (on Windows)
• Locate the application (PitStopServer.exe or PitStopServer.app) and double-click it to
start PitStop Server.
PitStop Server is installed by default in the following directory:
• Windows: C:\Program Files\Enfocus\Enfocus PitStop Server <version number> or C:
\Program Files (86x)\Enfocus\Enfocus PitStop Server <version number>
• Mac OS: /Applications/Enfocus/Enfocus PitStop Server<version number>
2. The PitStop Server Watchdog must be running (See About Enfocus PitStop Server on page 9).
If this is not the case, a dialog will appear, asking you to start the PitStop Server Watchdog.
Click Yes.
Remarks:
• If you want the Watchdog to start automatically whenever you launch PitStop Server,
select the Don’t show this message again checkbox before clicking Yes. To reset this
option, navigate to Window > Preferences > General and click the Reset All Messages
button.
• If you want the Watchdog to start automatically whenever you boot your computer, you
can configure the Watchdog to run as a service (Windows) or a daemon (Mac). Refer to
Running the Watchdog as a service on Windows on page 26 and Running the Watchdog as
a daemon on Mac on page 27.
3. If the About PitStop Server dialog pops up, click Close.
You can now start working with PitStop Server.
5.1.1 Running the Watchdog as a service on Windows
On Microsoft Windows, the Watchdog can be operated as a Windows service. This allows PitStop
Server to start automatically when you start up your computer.
Note: Automatic startup is not the default behavior, because we want to avoid problems
with mapped network drives that fail to load due to OS restrictions. Microsoft Windows
allows assigning a drive letter to a network computer or folder, creating a mapped drive.
A mapped drive letter (such as Z) can be used in a file or folder path (e.g. in the hotfolder
setup) just like a local drive letter (such as C), but the drive mappings are established
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PitStop Server
when a user logs in to the system - and a service is not logged in (even if it is associated
with a user account).
To configure the Watchdog to run as a service (Windows only!)
1. In your Windows operating system, navigate to Start > Control Panel > Administrative
Tools > Services .
2. Double-click Services.
3. In the list of services, locate Enfocus PitStop Server Watchdog.
4. Right-click this service and choose Properties.
5. On the General tab, from the Startup type dropdown menu, select Automatic.
This will make sure that PitStop Server Watchdog is launched automatically whenever you
start PitStop Server.
6. On the Log On tab, make sure that you set a user/ID that has administrative rights, so that
you avoid permission problems on the folders (and volumes) configured in the hot folders.
7. Back on the General tab, click the Start button to launch the PitStop Server Watchdog as a
service.
If you don't click the Start button now, the Watchdog will start as soon as you reboot your
computer.
5.1.2 Running the Watchdog as a daemon on Mac
On Mac OS, you can run PitStop Server as a daemon. This allows PitStop Server to start
automatically when you start up your computer.
Note: On Mac OS, the Watchdog is linked to a user account. We recommend creating
a user, e.g. “PitStopServer” with sufficient privileges. Use this User to install the
software, and keep this user always logged on. If needed, you could set the PitStop
Server Watchdog as a Login Item for this user.
To configure the Watchdog to run as a daemon (Mac only!)
1. Open a terminal window by starting /Applications/Utilities/Terminal.app.
2. Type sudo pico /Library/LaunchDaemons/PitStopServerWatchdog.plist and
press Enter.
3. Provide your administrator password.
An editor will be started inside the terminal window.
4. For the key OnDemand, replace the <true/> by <false/>.
5. To exit the editor, press Control-X.
6. When the editor asks if you want to save the modified buffer, press Y.
7. When you're asked if you want to select the location to save the buffer, press Enter without
changing the location.
The editor quits.
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8. Close the terminal window.
9. Now reboot your computer.
The Watchdog will be running even if you are not logged in.
5.2 Closing PitStop Server
To close PitStop Server
1. Click File > Exit (Windows) or Application > Exit (Mac).
2. Decide whether or not you want to keep processing files after you have closed PitStop
Server:
• To keep processing files, click Yes. PitStop Server Watchdog and all software
components to process files, will keep running in the background.
• To stop processing files, click No. Both the PitStop Server UI and the Watchdog including
all other software components will stop running.
5.3 Quitting the Watchdog
The Enfocus PitStop Server Watchdog is an application that ensures that all necessary software
components to process files are running. When you quit the Watchdog, file processing is
stopped.
To quit the Enfocus PitStop Server Watchdog
1. Click File > Quit Watchdog (Windows) or Application > Quit Watchdog (Mac).
2. If a dialog pops up, click Yes to confirm.
This will force the Watchdog to stop processing files. The PitStop Server application (the UI)
remains open.
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6. Looking at the Enfocus PitStop Server
Work Area
6.1 The Lock Settings button
In the top right corner of the PitStop Server Work area, you will see the Lock Settings button:
•
: If it looks like this, the PitStop Server has not been locked and can be used without any
restrictions.
•
: If it looks like this, PitStop Server has been locked with a password. Users cannot set
up new hot folders if they don't know the password.
6.1.1 Locking PitStop Server
It is possible to lock PitStop Server using a password. Only day-to-day tasks are possible while
PitStop Server is locked: monitor and cancel jobs, manage the history, view hot folders, etc.
Configuring PitStop Server is prevented.
To lock PitStop Server
1. Click the Lock settings button
in the upper right corner of PitStop Server.
The Lock Settings dialog box appears.
2. Enable Locked.
3. Enter a password, and confirm the password by entering it again.
4. Click OK.
6.1.2 Unlocking PitStop Server
To unlock PitStop Server
1. Click the Unlock settings button
in the upper right corner of PitStop Server.
The Lock Settings dialog box appears.
2. Enter the password and click the Unlock button.
3. Enable Unlocked.
4. Click OK.
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6.2 The PitStop Server Hot Folder tab
The Hot Folder tab will by default appear as soon as you launch PitStop Server. You can use the
Hot Folder tab for the following purposes:
• To manage your hot folders
• To keep track of the status of a particular hot folder
The contextual menu on a Hot Folder allows to perform a number of basic tasks, such as
enabling or disabling the folder, changing the priority, managing the hot folders, sorting the list
or exploring the input folder or one of the output folders.
A.
B.
C.
D.
E.
F.
Menu bar
Buttons to manage your hot folders
Hot folder Status, Priority and Name
Special Events Log (see “Special Events Log on page 73)
Lock settings Button (see The Lock Settings button on page 29)
Current User for PitStop Server and PitStop Server Watchdog
Note: For a detailed description on managing hot folders, see Working with hot folders on
page 38. For a detailed description on setting up hot folders, see Setting up hot folders
on page 48.
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6.3 The PitStop Server Progress tab
The Progress tab provides information on the active jobs in PitStop Server. You can use the
Progress tab for the following purposes:
• To monitor jobs being processed by PitStop Server
• To keep track of the status of a particular job
A.
B.
C.
D.
E.
F.
Menu bar
Buttons to pause/resume job processing, and to delete the selected jobs
Job name, the hot folder, step, progress, and info
Special Events Log (see “Special Events Log on page 73)
Locking Button (see The Lock Settings button on page 29)
Status of PitStop Server Watchdog
Note: For a detailed description on Jobs in progress, see Monitoring active jobs on page
69.
6.4 The PitStop Server History tab
The History tab provides information on the finished jobs in PitStop Server. You can use the
History tab for the following purposes:
• To manage your finished jobs; filtered by name, date, ...
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• To check the preflight status of finished jobs
• To check the statistics
A.
B.
C.
D.
E.
F.
Menu bar
Buttons to manage your History
Output name, hot folder, date, preflight status and special events for every job
Special Events Log (see “Special Events Log on page 73)
Locking Button (see The Lock Settings button on page 29)
Filter applied on the History (see Filtering the History on page 71)
Note: For more information about History logging, see Viewing finished jobs in the History
tab on page 71.
6.5 The Hot Folder Editor
A hot folder is a collection of folders and is made up of a set of properties.
You can use the Hot Folder Editor to set or change these properties.
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A.
B.
C.
D.
E.
F.
The categories of properties to define a hot folder.
The hot folder status and, if any, indication of the configuration error.
A Help line on the active category and setting.
Type a descriptive name for your hot folder.
The hot folder description is optional.
Activate your hot folder and specify a priority level.
6.5.1 Displaying the Hot Folder Editor dialog
In the Hot Folder tab, do one of the following:
• To set the properties of a new hot folder, click the Create a new hot folder button
also Setting up hot folders on page 48.
. See
• To change the properties of an existing hot folder, select the hot folder in the list and click
Edit the selected hot folder button
or double-click the hot folder in the list.
6.5.2 Using the Hot Folder Editor
To use the Hot Folder Editor
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1. To display a group of properties in the Hot Folder Editor, click the respective category.
2. Make the changes to the properties that you want.
Note: For a detailed description of the changes you can make, see Setting up hot
folders on page 48.
3. If necessary, to select any other group of properties that you want to change, click the
respective category.
4. Click OK.
This will save your changes and bring you back to the Hot Folder tab.
6.6 The PitStop Server Menu
The PitStop Server menu allows you to quickly access the basic functions of PitStop Server.
Some menu items are only available if the correct item is selected, for example, the items in the
Hot Folder menu are grayed out if no hot folder is selected in the Hot Folder tab.
6.6.1 File menu
Menu Item
Windows
Mac OS
Quit Watchdog
Exit
More information
The Watchdog is one of the
components of PitStop Server. Refer
to Quitting the Watchdog on page 28.
alt-F4
cmd-Q
On Mac OS, this can be found in the
application menu.
Menu Item
Windows
Mac OS
More information
Select all
ctrl-A
cmd-A
Deselect All
ctrl-shift-A
cmd-shift-A
Menu Item
Windows
Mac OS
More information
New
ctrl-N
cmd-N
Creating a hot folder on page 44
Edit
ctrl-E
cmd-E
Editing a hot folder on page 44
6.6.2 Edit menu
6.6.3 Hot Folder menu
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Menu Item
Windows
Mac OS
More information
Import
ctrl-O
cmd-O
Importing a hot folder on page 45
Export
ctrl-S
cmd-S
Exporting a hot folder on page 45
Delete
Del
Backspace
Deleting a hot folder on page 45
Duplicate
ctrl-D
cmd-D
Duplicating a hot folder on page 44
Enable
The hot folder status on page 46
Disable
The hot folder status on page 46
Priority
The hot folder priority on page 47
Explore
Shows the selected input or output
folder in the finder / explorer.
Show Hot Folders
ctrl-1
cmd-1
Menu Item
Windows
Mac OS
More information
Preflight...
ctrl-alt-P
cmd-opt-P
Hot Folder Properties: Action Lists
and Preflight Profile on page 60
Action Lists...
ctrl-alt-A
cmd-opt-A
Hot Folder Properties: Action Lists
and Preflight Profile on page 60
Variable Sets...
ctrl-alt-V
Select Columns...
-
6.6.4 Window menu
Smart Preflight on page 108
-
Allows you to select the columns to
display (or to hide) on the current
tab.
Alternatively, to display other
columns than the ones that are
shown currently, right-click a
column header in a Hot Folders tab
and select Show columns.
Preferences...
ctrl-alt-K
cmd-opt-K or
cmd-,
On Mac OS, Preferences can be
found in the Application menu.
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PitStop Server
Menu Item
Windows
Mac OS
More information
Setting the Enfocus PitStop Server
Preferences on page 74
6.6.5 Progress menu
Menu Item
Windows
Mac OS
More information
Pause All Jobs
Pausing all active jobs on page 69
Resume All Jobs
Resuming all active jobs on page
69
Cancel Job
escape
cmd-.
Cancelling active jobs on page 69
Show Progress
ctrl-2
cmd-2
Monitoring active jobs on page 69
Windows
Mac OS
More information
6.6.6 History menu
Menu Item
Exporting the History on page 72
Export History
Show Statistics
ctrl-I
cmd-I
Viewing statistics on page 73
Remove From
History
Del
Backspace
Deleting jobs from the list on page
72
Special Events Log on page 73
View Special Events
Log
Show History
ctrl-3
cmd-3
Filtering the History on page 71
Windows
Mac OS
More information
6.6.7 Help menu
Menu Item
About Enfocus
PitStop Server
On Mac OS, this can be found in
the Application menu. This dialog
allows you to find version, license
and support information. Through
this dialog you can as well manage
your PitStop Server licenses.
License
Click this menu item to manage your
Enfocus licenses.
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PitStop Server
Menu Item
Enfocus Home Page
Buy now!
Windows
Mac OS
More information
Alternatively, click http://
www.enfocus.com.
Alternatively, click http://
www.enfocus.com/en/products/
pitstop-server/
Check for Updates
Click this option to check if your
version is still up-to-date.
PitStop Server Help
(HTML)
Clicking this option will open the
PitStop Server Reference Guide.
Read Me (PDF)
License Agreement
(PDF)
Online Resources
Provides links to:
• Online Documentation on the
Enfocus website
• Preflight Profile Library
• Action List Library
Knowledge Base
Getting support on page 24
Get Support
Getting support on page 24
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7. Working with hot folders
7.1 What are hot folders?
7.1.1 Hot folders defined
An Enfocus PitStop Server hot folder is actually a collection of dedicated folders for automated
PDF processing. You create these folders on the hard disk of your computer or on a network
drive. Enfocus PitStop Server automatically processes PDF documents that arrive in a given
input folder of this hot folder and places them in the output folder which you have specified. The
original PDF document and a process report can be placed in the same or a different folder,
depending on whether processing was successful or not.
The hot folder’s input folder is an active folder: Enfocus PitStop Server will monitor the input
folder of a hot folder at regular intervals and will, upon arrival of a PDF document in this input
folder, start the appropriate automatic action.
Hot folders are interlinked folders. You use the Hot Folder Editor to create the links between
the folders of a hot folder: You specify the path the PDF documents have to follow as they are
processed.
7.1.2 Hot folder workflow illustrated
The illustration below shows a typical set-up of a hot folder and its workflow.
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PitStop Server
1. Enfocus PitStop Server detects incoming PDF documents in the input file folder and
processes them automatically.
2. Enfocus PitStop Server places the original PDF documents in a separate folder, depending
on the result after processing: folder 2 if processing was successful or folder 2’ if
processing of the PDF document returned errors.
3. Enfocus PitStop Server places successfully processed PDF documents in a dedicated folder
(3) but also saves the PDF documents with errors (3’).
4. Enfocus PitStop Server generates a Preflight Report and saves it in the respective folder.
7.1.3 Main rules for valid hot folders
Hot folders cannot work without any Action Lists or a Preflight Profile. A hot folder must have
either a Preflight Profile or at least one Action List before you can successfully activate it. In
other words, a hot folder can be valid when it has:
• Just a Preflight Profile and no Action Lists
• One or more Action Lists and no Preflight Profile
• A Preflight Profile and one or more Action Lists
A hot folder can have several Action Lists, but only one Preflight Profile.
To be valid, other requirements need to be met, e.g. a hot folder also needs valid paths to the
respective input and output folders. When the hot folder is not valid, the errors to be corrected
will be shown at the bottom of the dialog, and in the Summary. See Hot Folder Properties:
Summary on page 67.
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7.2 What is processing?
7.2.1 Processing defined
Hot folders in an Enfocus PitStop Server environment "process" incoming documents
automatically and place these documents in a given folder, depending on the process result.
What do we understand by processing?
Processing can mean the following:
• A PDF document can be checked against a Preflight Profile and corrected correspondingly.
A Preflight Profile is a set of user-defined criteria which define whether a PDF document is
output-worthy or not.
• An Action List can be applied to a PDF document. An Action List is a series of tasks to edit or
correct PDF documents automatically. You can also use Action Lists to check elements.
• You can combine a PDF Profile and Action List(s) in one processing method called 'preflight
and auto correct'
• Documents other than PDF documents can arrive in the input folder of a hot folder. Enfocus
PitStop Server will detect that their digital format is not PDF and move these documents to a
given folder.
Note: You can design Preflight Profiles or Action Lists with products like Enfocus
PitStop Pro, a plug-in for Adobe Acrobat. From PitStop 13 onwards, you can also design
Preflight Profiles and Action Lists in PitStop Server (through the PitStop Server menu).
7.2.2 Action Lists and Preflight Profiles: required “fuel” for
processing
Action Lists and Preflight Profiles are the "fuel" for hot folders. The processing of hot folders
can be triggered by one or more Action Lists, a Preflight Profile or a combination of both. A hot
folder with neither an Action List nor a Preflight Profile simply won’t run. For each hot folder
you can specify:
• One or more Action Lists, to be executed consecutively
and/or
• One Preflight Profile
Order of execution
If a PDF arrives in a hot folder:
1. First, the Action Lists are executed, in the order they have in the hot folder.
2. Then the Preflight Profile is run. If this Profile contains embedded Action Lists:
a. First, the changes defined in the embedded Action List(s) are applied.
b. Then, the checks defined in the embedded Action List(s) are applied.
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c. Finally, the checks and fixes included in the Preflight Profile are applied.
Note: The end result may be different depending on whether or not the Actions Lists are
embedded. To make sure the results from your checks are accurate, we recommend
embedding all Action Lists in the Preflight Profile. See also Adding Actions to the Preflight
Profile on page 105
7.2.3 Process results
A processed document can have either one of the following results:
Result
Meaning
Success
The processed PDF document meets all the criteria specified in the Preflight
Profile without any intervention from Enfocus PitStop Server.
and/or
The Action Lists were applied successfully and none of the checked or detected
properties were logged as “Warning” or “Error”.
Warning
The processed PDF document does not meet one or more of the criteria labeled
“Warning” specified in the Preflight Profile
or
One or more of the properties checked or detected by an Action List were logged
as “Warning”.
Fixed
The processed PDF document meets all the criteria specified in the Preflight
Profile after being fixed by the Action List, by the PDF Profile or by an Action List
in the PDF Profile
Noncritical
Failure
A Failure occurred while processing the PDF document, meaning that Enfocus
PitStop Server was not able to perform a requested fix (e.g. because a font that
should be embedded is not available on the system). The Failure is set in the
Action List as a “non-critical failure”, or it occurred on a fix from the PDF Profile.
Error
The processed PDF document does not meet one or more of the criteria labeled
“Error” specified in the Preflight Profile.
or
One or more Action Lists could not be applied successfully or one or more of the
checked or detected properties were logged as “Error”.
Critical
Failure
A Failure occurred while processing the PDF document, meaning that Enfocus
PitStop Server was not able to perform a task (e.g. because a font that should be
embedded is not available on the system). The Failure is set in the Action List as
a “critical failure”.
NonPDF
The document which arrived in the input folder is not in PDF format.
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7.3 Types of folders
7.3.1 Organizing your Enfocus PitStop Server work environment
When setting up a hot folder, you can specify all folders and organize them in such a way
that they fit your working environment best. For example, you may choose to save processed
documents in separate folders, depending on their process result (OK, Warning, Error...) or you
can save all processed documents in the same folder. The same applies to original documents,
non-PDF files and process reports.
Below, you find a brief overview and description of the folders you can specify using the Hot
Folder Editor.
7.3.2 Base folder
The base folder is the root folder from which you can make other folders branch automatically.
You do not necessarily have to define a base folder, and even if you do, the various folders don’t
need to be directly under the base folder. It may however be recommended to do so.
Input and output folders can be defined using absolute paths, or using relative paths. For these
relative paths, the base folder will be used as “starting location”.
For example, you can define a base folder for each hot folder, as shown in the example below
(Base folder (A) with its subfolders).
7.3.3 Input Folder
The "Input Folder" is the starting point of the workflow. This is the folder which Enfocus PitStop
Server will monitor for new documents to arrive. As soon as Enfocus PitStop Server detects
a document in this folder, processing will start. As soon as the document is in process, the
original input file will be removed from the input folder and moved to the “Original Documents”
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folder. The input file will be read, processed and saved to one of the output folders for
processed documents.
7.3.4 Folders for original documents
When a document arrives in the input folder, Enfocus PitStop Server will not only process this
document, but it can also keep the original. Originals can be placed in either one of the following
folders, depending on the process result:
•
•
•
•
•
•
•
A folder for originals that are processed with success
A folder for originals that are processed with warning(s)
A folder for originals that are processed with fixes
A folder for originals that are processed with error(s)
A folder for originals that are processed with Critical Failure
A folder for originals that are processed with Non-critical Failure(s)
A folder for originals which are non-PDF file
7.3.5 Folders for processed documents
Like the original documents, processed documents are routed to dedicated folders, based on
their process result.
7.3.6 Output folders for non-PDF files
Non-PDF files cannot be processed and, evidently, do not have an output folder for “processed”
files. They will simply be moved from the input folder to the output folder for non-PDF files.
These folders can contain any file, for example:
• Original PostScript files
• Log files which are created by Acrobat Distiller
Enfocus PitStop Server will also generate a report (“error log”) about this event. This report will
be placed in a “Non-PDF Error Log” folder.
You could e.g. drop all files from your customer in the input folder, and then investigate
what appears in the non-PDF folder for manual processing (images, PostScript files, Word
documents, ...).
7.3.7 Folders for reports
When a PDF document arrives in an input folder, Enfocus PitStop Server will run one or more
Action Lists and/or a Preflight Profile. In this process, the following events may occur in the PDF
document:
• The PDF document can be analyzed and information can be gathered about specific
properties
• Some of the properties of the PDF document can be changed
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Detailed information about these events will be logged and summarized in Preflight Reports.
Preflight Reports are special types of PDF documents: they have hyperlinks to any potential
problems, i.e. Warnings or Errors in the processed PDF documents. Thus, they help you
determine why a document was labeled "Certified Not OK" or indicate specific properties in
successfully processed PDF documents which need special attention.
By default, Preflight Reports get the name of the original PDF document, with the suffix
“_log.pdf”, but this can be changed using file renaming (see File Name on page 55). You can
specify dedicated folders for these Reports, based on the process result of the PDF document.
7.4 Managing hot folders
You can manage your hot folders from the Hot Folders tab in the PitStop Server. All the options
underneath can also be accessed from the contextual menu, by pressing Ctrl and clicking or
right-clicking in the Hot Folder tab.
7.4.1 Creating a hot folder
To create a hot folder
Click
.
This will open the Hot Folder Editor. For more information on the individual settings to be
made, see Setting up hot folders on page 48.
7.4.2 Editing a hot folder
Note: We recommend disabling hot folders during editing, because files in the input
folder will continue to be processed with the old settings while the user is still editing
the hot folder. If you want to rename/delete subfolders of the input folder, disabling the
hot folder is even mandatory.
To edit a hot folder
Do one of the following:
• Select the hot folder in the list of hot folders and click
• Double-click the hot folder in the list of hot folders.
.
For more information on the individual settings to be made, see Setting up hot folders on
page 48.
7.4.3 Duplicating a hot folder
Duplicating a hot folder means making a copy of an existing hot folder. You may want to do this
to create a new hot folder based on an already created hot folder in the list, but with a couple of
different settings.
To duplicate a hot folder
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1. Do one of the following:
• Select a hot folder in the list and click
.
• Right-click a hot folder in the list and choose Manage > Duplicate .
The copy of the selected hot folder appears in the list. The duplicated hot folder has exactly
the same settings as the original, but is set to inactive/disabled.
2. To edit the duplicated folder, select it and click
.
3. Change the properties of your choice and click OK. For more information on the individual
settings to be made, see Setting up hot folders on page 48.
Note: Make sure you check the input and output folders of the new hot folder. These
folders will be the same as those of the folder on which the copy was based.
7.4.4 Deleting a hot folder
Deleting a hot folder means removing the hot folder from the list. It will no longer be monitored
by Enfocus PitStop Server. The actual folders will not be removed from your hard disk.
To delete a hot folder
1. Do one of the following:
• Select a hot folder in the list and click
.
• Select a hot folder in the list and click Hot Folder > Delete .
2. Click OK.
7.4.5 Exporting a hot folder
Exporting a hot folder means creating a file on your hard disk, containing all settings for the
selected hot folder. These settings can later be imported using the Import a hot folder function.
To export a hot folder
1. Click
.
2. A dialog will open to define the name and location for the hot folder settings file.
3. In the dialog that appears, define the name and location for the hot folder settings file and
click Save.
The settings are collected into one single file with the file extension .ehf.
7.4.6 Importing a hot folder
Importing a hot folder means creating a new hot folder based on the settings exported from a
hot folder using the Export function. Importing and exporting hot folders is a very good way to
exchange, backup and restore your hot folder settings.
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To import a hot folder
1. Click
.
2. In the dialog that appears, select the hot folder settings file (*.ehf) concerned and click
Open.
3. Select a location for the hot folder.
4. To only save the resources (Action Lists, PDF Profiles, ...) that don't exist on the system yet,
select the checkbox.
If the checkbox is cleared, all resources will be saved.
5. Click Next.
6. Check the list of all resources, and click Next.
7. If necessary, define the new base folder to be used:
a. Select the Remap base folder to checkbox.
b. Select the folder of your choice.
8. Check the list of folders to be created and click Import.
The new hot folder is imported and added to the list. Optionally select the checkbox to
immediately open the new hot folder in the Hot Folder Editor.
9. Click Finish.
10. Change the properties of your choice and click OK. For more information on the individual
settings to be made, see Setting up hot folders on page 48.
Note: Make sure you check and change the input and output folders of the new hot
folder. These folders will be the same as those of the original folder on which the
settings were based.
7.5 The hot folder status
In the hot folder list on the Hot Folder tab, the first icon shows the status of the hot folder. This
can be one of the following:
Status
Meaning
The hot folder has been correctly configured, and has been enabled.
The hot folder has been enabled, but is not configured correctly. Double-click the
hot folder and check and correct the missing or incorrect settings.
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Status
Meaning
The hot folder has not been enabled, and is not configured correctly. Double-click
the hot folder and check and correct the missing or incorrect settings.
The hot folder has not been enabled. Double-click the hot folder and enable it in
the General category.
7.6 The hot folder priority
In the hot folder list on the Hot Folder tab, you can see the priority of the different hot folders.
The priority defines the order in which jobs will be processed.
Enfocus PitStop Server will first process all jobs in hot folders with priority “high”. If all those
are processed, the jobs in hot folders with priority “medium” will be processed next. Finally, if
no jobs with priority “high” or “medium” are waiting to be processed, the jobs with priority “low”
will be processed.
For jobs with the same priority, the order will be determined by the time of submission: the job
that was submitted first, will also be processed first (FIFO principle: First In, First Out).
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8. Setting up hot folders
8.1 Setting up a hot folder
To set up a hot folder:
1. Click
to create a new hot folder.
2. In the Hot Folder Editor, set the hot folder's name and description in the General category.
Do not enable (i.e. activate) the hot folder yet (bottom part of the dialog); the hot folder must
be configured completely, before it starts processing files.
3. Set all properties in the different categories (as described further).
Note that the Summary category gives you an overview of all settings and errors. Make sure
to fix any errors before continuing. If you save the folder with errors, you will see an icon
with an exclamation mark and you will not be able to start processing files. See also The hot
folder status on page 46.
4. When you're ready, return to the General category and:
a. Select the Enable hot folder option with the appropriate Priority.
b. Specify the History logging setting of your choice. If not set up in the hot folder editor,
the default option as defined in the global preferences ( Window > Preferences >
Processing - History Logs section) will apply.
Note: If you don't want the hot folder to start processing files yet, you can skip this
step and enable the hot folder later. Refer to Enabling a hot folder on page 49.
5. Click OK.
8.2 Hot Folder Properties: General
In the General category in the Hot Folder Editor, you can define the name of the hot folder and a
hot folder description.
In this category, you can also:
• Enable the hot folder and select a priority level (Enable hot folder).
• Indicate whether or not a log of the processed files should be kept (History Logging).
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Note: If you choose Use global preference, the option set in the PitStop Server User
preferences ( Window > Preferences > Processing - History Logs section) will
apply.
8.2.1 Enabling a hot folder
When you have set up a hot folder, it will not start processing PDF documents immediately. You
will first have to make it active, i.e. enable it. When activating or enabling a hot folder, you can
also give it a specific priority level: low, medium or high.
Note: You may want to “turn off" or disable a hot folder if you do not wish to use it
temporarily. It is also advisable to disable a hot folder while changing its settings. See
Editing a hot folder on page 44.
To enable a hot folder
1. In the Hot Folder tab, double-click the hot folder you want to enable.
2. Select the General category.
3. In the lower part of the dialog, select Enable hot folder and select a priority level.
Setting a priority level is optional. If you don't make a choice, the level will be set to medium
priority.
Note: Instead of enabling the hot folder through the Hot Folder Editor, you can as
well simply right-click the folder and choose Enable from the context menu. If you
do so, you will not be asked to specify a priority level:
• For new folders, the priority will be set to medium by default.
• For folders that have been enabled before, the priority that was set earlier is
remembered and used.
4. Click OK.
8.3 Hot Folder Properties: Folders
In the Folders category in the Hot Folder Editor, you can define which folders you need and
where original and processed files and reports should move to.
For more information, refer to Organizing your Enfocus PitStop Server work environment on page
42.
Basic folder versus advanced folder structure
When creating your folder structure, you have the choice between a basic folder structure, with
only three folder types: success, error and non-PDF, and an advanced folder structure, with
more distinctions, e.g. output folders for warnings, fixes, and critical or non-critical failures.
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If advanced folders are defined, there is one folder per type (e.g. files with status "Warning" are
moved to the "Warning" folder). If no advanced folders are defined, the output will be routed as
shown in the table below:
• Warning, Fixed and Non-critical Failure will use the “Success” output folder.
• Critical Failure will use the “Error” output folder.
Preflight result of
the processed file
Routing in advanced folders
Routing in basic folders
Success
Success
Success
Warning
Warning
Fixed
Fixed
Non-critical Failure
Non-critical Failure
Error
Error
Critical Failure
Critical Failure
Non-PDF
Non-PDF
Error
Non-PDF
8.3.1 Creating a folder structure
The Create Basic Setup... option is a simple way to create a basic folder structure inside a base
folder. A base folder is the root folder from which you can make the input folder and the related
output folders branch. Consequently, you need to create a base folder only if all related folders
— or most of them — have to be subfolders of this base folder.
The Create Basic Setup... option can be used on an existing folder on your computer hard disk
or network drive. Using the “New Folder” button, a new physical folder can be created as well.
Note: If you have already created a complete folder structure on your hard disk, you
don't have to use the Create Basic Setup option. In that case, you can simply use the
More/Less Options buttons (at the bottom of the screen) to prepare an advanced or
basic folder structure (as explained higher), and assign the correct folders. Refer to
Editing a folder structure manually on page 51.
To create a folder structure
1. In the Hot Folder Editor, go to the Folders category.
2. Click the Create Basic Setup... button.
3. Select the appropriate radio button:
• To define advanced folders (i.e. one folder per preflight status), choose Create all
subfolders.
• To define only basic folders (i.e. only folder for Result, Error, and non-PDF), choose
Create minimal set of subfolders.
4. Do one of the following:
• Navigate to the existing folder you want to use as a base folder.
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• Navigate to the location you want to create a new folder, and click New Folder. The new
folder appears with a temporary name, which can be changed to a more descriptive
name for the folder, e.g. “hot_folder_01”
5. Select the new or existing folder, and click OK.
The fields in the Folders category are filled out automatically. The location of the folders is
defined relative to the base folder.
6. For each folder, make the required changes, if any:
• Type an alternative name, e.g. change the default name "Reports on Success" to
"ReportsOK".
• To assign an existing folder on your disk, click and select it.
• To make the subfolder absolute instead of relative to the base folder, click and select
Make subfolder absolute. For more information, refer to Switching between absolute and
relative paths on page 52.
• To remove a path, click
.
Note: The More Options and Less Options buttons allow you to switch between an
advanced and a basic setup. When switching from basic folders to advanced folders,
the paths will be copied, giving the same result as this rerouting:
• The “Success” paths are copied for Warning, Fixed and Non-critical Failure
• The “Error” path is copied to the Critical Failure output
7. Click OK.
8. If the folders do not exist yet, a dialog pops up asking you if you want to create them. Click
Yes.
The folder structure has been created.
8.3.2 Editing a folder structure manually
You can manually make changes to your folder structure as required.
To edit a folder structure manually
1. In the Hot Folder Editor, go to the Folders category.
2. Make the required changes:
• Type a new name if required, e.g. change the default name "Reports on Success" to
"ReportsOK".
• To assign an existing folder on your disk, click and select the folder you want to
assign. The path of the selected folder will be shown. You can also type or paste the path
of the folder, e.g. to assign the same path for different outputs.
• To make a subfolder absolute instead of relative to the base folder, or vice versa, refer to
Switching between absolute and relative paths on page 52.
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• To remove a path, click
.
• To switch between an advanced and a basic setup, click More Options or Less Options.
Note: When switching from basic folders to advanced folders, the paths will be
copied, giving the same result as this rerouting:
• The “Success” paths are copied for Warning, Fixed and Non-critical Failure
• The “Error” path is copied to the Critical Failure output
3. Click OK.
8.3.3 Switching between absolute and relative paths
The paths defining the different folders can be entered and shown either absolute or relative.
An absolute path shows the location of the folder completely, starting from the drive letter. A
relative path shows the location of the folder relative to the base folder. For example, “./input”
indicates a folder “input” inside the base folder.
Switching between relative and absolute paths is done using the
button.
button next to the browse
To switch between relative and absolute paths, proceed as follows:
1. To change all paths to absolute or relative:
a. Click the button next to the base folder.
b. Do one of the following:
• To change all paths to absolute paths, select Make all subfolders absolute.
• To change all paths to relative paths, select Make all subfolders relative to the base
folder.
The representation of all folders will change to absolute resp. relative paths.
2. To change a single path to absolute or relative
a. Click the button next to the specific folder.
b. Do one of the following:
• Select Make subfolder absolute.
• Select Make subfolder relative to the base folder.
The path for the folder will change to an absolute or a relative path.
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8.4 Hot Folder Properties: Processing
In the Processing category in the Hot Folder Editor, you can define the folder processing
method, the type of report and the file renaming for the output files. Each of the sections in this
category is explained further.
8.4.1 Subfolder Processing
The input folder can receive single files, but also folders can be dropped in the input folder. The
options in the Subfolder Processing section (upper part of the Processing category in the Hot
Folder Editor) define how these subfolders should be treated.
Option
Result
Don't process subfolders in
input folder
Only files in the "root”
of the input folder will
be processed. Files in
subfolders are ignored.
Process subfolders, keeping
folder structure
Files from subfolders will
be processed. The output
files will be placed in a same
subfolder structure in the
output folder(s).
Process subfolders,
flattening folder structure
Files from subfolders will be
processed. All output files
will be placed in the “root” of
the output folder(s).
Delete empty subfolders in
input folder
Subfolders that are empty
after processing, will be
deleted.
Input and Output
8.4.2 Report Generation
The Report Generation section allows you to define the format of your Preflight Reports (PDF
and/or XML) and the language in which it will be displayed.
PDF reports
When generating a report, you can choose the report layout style that suits your needs.
There are three "annotated" reports (first three in the table below). An annotated report is a
combination of the original document and the report. The report information is integrated in
the original document as a number of notes and bookmarks, allowing to easily navigate to the
errors and warnings, in Acrobat Reader or in a browser, without using any Enfocus software.
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The three other report styles (Regular, Minimum, Continuous) do not include a copy of the
original document.
Report style
Description
Annotated Report
Report with annotations. The report is a copy of the
processed PDF; changes and fixes are annotated.
Report with annotations and with low resolution images,
which reduces the file size of the report.
Report with annotations. The entire document is scaled
and has a low resolution. The size of the pages in the
report will not exceed the A4 size and the images are also
compressed to a smaller size.
Low Resolution Annotated
Report
Scaled Low Resolution
Annotated Report (max A4)
Note: This may be useful if you want to send
reports for large format documents through
email.
Regular
Minimum
Continuous
Report which does NOT include the processed PDF. It
contains general file information and an overview of the
fixes, failures, warnings, and errors (if any).
Regular report with minimal information.
Regular report, but without page breaks between the
topics (information about the fixes and general file
information, font information, ...) as in the Regular Report.
If you have created your own Preflight Report templates, you will be able to select those as well.
For more information about customizing report templates, refer to http://www.enfocus.com/
manuals/Extra/CustomReportTemplate/13/home.htm
Note: Unlike PitStop Pro, PitStop Server does not support Secured Annotated Reports.
XML reports
For XML reports, you can choose between version 1 (v1) and version 2 (v2).
The version of the XML defines the schema used for the XML report. While v1 reports are
compatible with previous versions (PitStop 10 and earlier), v2 reports (introduced in PitStop
10.1) are more user-friendly and have a smaller file size. Both reports contain the same
information.
It is also possible to truncate the number of items per category and the number of objects per
item, resulting in a possibly incomplete report but imposing a limit on its size.
Note: Setting the Maximum number of reported items per category to x, means that
only x warnings per category will be given, plus (if applicable), a message saying that the
list is incomplete. The same holds for Maximum number of reported objects per item.
The default value is 100.
Language
You can also define the language in which the report will be created. The PDF and/or XML report
language, as well as the e-mail notification for jobs is determined by this setting.
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To use the default language as defined in the PitStop Server Preferences, select Default
language.
8.4.3 Optimization on save
The Optimization on save section allows you to configure settings which will help optimize the
output files. There are three options to choose from:
1. Optimize for file size and web download
When you select this radio button, the output files will be optimized to achieve a smaller
file size. Also, the objects inside the PDF will be reordered to display the PDF faster. The
duplicate objects in the file are merged and the file is linearized for fast web preview.
However, it does not change the quality of the file.
For example, the first page is displayed before the rest of the PDF file is loaded (or
downloaded) which generally results in a slightly larger file than when using Optimize for
file size only.
2. Optimize for file size only
When you select this radio button, the output files will be optimized to achieve a small file
size. The duplicate objects in the file are merged to reduce file size. However, it does not
change the quality of the file.
3. Disable optimized save
When you select this radio button, the output files will not be optimized. No optimization is
performed and the quality of the file is not affected.
.
8.4.4 File Name
The File Name section allows you to configure the name of the output files.
By default, the file name is set to “%Current Document Name%”, meaning that the output files
will have the same name as the original input file. You can however configure another output
name using “variables”, such as "%User Company%", "%User Name%","%Date%",... Note that,
when selecting a variable, the “current value” is shown at the bottom of the Use Variable dialog.
It is also possible to type fixed text (e.g. to add “_log” to the name for the report files) or to
combine variables and fixed text in one file name.
The table below gives an overview of the available variables.
Variable
Meaning
Example
%User Company%
The company name as defined in
the Personal Info (see Window >
Preferences > Personal Info )
Enfocus BVBA
%Current Document Name%
The file name of the input file
examplefile.pdf
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Variable
Meaning
Example
%User Name%
The company name as defined in
the Personal Info (see Window >
Preferences > Personal Info )
User
%Time%
The current time in hours,
minutes and seconds
08_43_28
%Unique ID
A unique sequential number
45
%Date%
The current date
2007-06-18
%Document Status%
The current preflight status of
the document
NOK (Not OK)
%Subfolder Name%
The name of the subfolder
%Hot Folder Name%
The name of the hot folder
8.5 Hot Folder Properties: Flattening
In the Flattening category in the Hot Folder Editor, you can choose the appropriate settings for
flattening transparency.
8.5.1 About transparency flattening
Transparency flattening is the process of converting transparent objects in a PDF document to
multiple non-transparent objects. The converted objects will be partly vector images and partly
raster images (= pixel images).
Usage
When you print a PDF document on a printing press, the PDF document goes through a raster
image processor first. Some raster image processors do not handle transparent objects
correctly. To avoid problems, you can flatten these objects before sending them to the raster
image processor.
Process
1. PitStop Server uses the Adobe flattening engine to flatten the document, taking into account
the options in the Flattening category.
2. If set up, PitStop Server executes some additional processing:
• Remove ICC profiles.
• Recompress images.
8.5.2 Setting up transparency flattening
You cannot set up transparency flattening globally in PitStop Server; you have to set it up per hot
folder.
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To set up transparency flattening
1. Make sure color management is enabled for the hot folder.
You can enable color management in two ways:
• Globally in PitStop Server ( Window > Preferences > Color Management ).
• By overriding the global options for this specific hot folder ( PitStop Server Hot Folder
Editor > Color Management )
2. In the color management options (same location as in step 1), in the CMM Engine option,
select a color management module engine.
Transparency flattening requires Adobe CMM or System CMM. If you select Little CMS,
PitStop Server will default to Adobe CMM. When defaulted to Adobe CMM, the Adobe CMM
will only be used for flattening.
Note: Since there is only a 32-bit version of Adobe CMM available, Adobe CMM is not
supported if you have installed a 64-bit version of PitStop Server. If you need Adobe
CMM for color management, we recommend installing a 32-bit version of PitStop
Server (Windows only).
3. In the PitStop Server Hot Folder Editor, select the Flattening category.
4. Enable the Flatten transparency option, and set the necessary other options.
8.5.3 Flattening category: options
Note: The following options are the same as in Adobe Acrobat:
• Flatten transparency
• Raster/Vector balance
• Line art and text resolution
• Gradient and mesh resolution
• Convert all text to outlines
• Convert all strokes to outlines
• Clip complex regions
• Preserve overprint
• Override Page Level Blending Color Space
Option
Description
Flatten transparency
Enabled: Transparent objects in the PDF document will be
flattened.
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Option
Description
Raster/Vector balance
When flattening, transparent objects are partly converted
to non-transparent vector images and partly to nontransparent raster images (= pixel images).
Possible values:
• 100: Most (or all) transparent objects are converted to
non-transparent vector images.
• 0: All objects (not only the transparent ones) are
converted to non-transparent raster images.
• Other values: Something in-between.
Note: Gradient objects are always converted to
raster images.
Line art and text resolution
Gradient and mesh
resolution
Convert all text to outlines
Resolution used when converting transparent line art and
text to non-transparent raster images.
Resolution used when converting transparent gradient and
mesh to non-transparent raster images.
Enabled: Before flattening, all text in the PDF document will
be converted to outlines.
Enable this option to avoid differences between:
• Transparent text, which will be converted when
flattening.
• Non-transparent text, which will be kept as is when
flattening.
Note: Not available when Raster/Vector balance is
set to 0 %.
Convert all strokes to
outlines
Enabled: Before flattening, all strokes in the PDF document
will be converted to outlines.
Enable this option to avoid differences between:
• Transparent strokes, which will be converted when
flattening.
• Non-transparent strokes, which will be kept as is when
flattening.
Note: Not available when Raster/Vector balance is
set to 0 %.
Clip complex regions
Enabled: After flattening, a clipping path will be put on the
objects that are converted to non-transparent raster images.
Enable this option to decrease the differences between:
• Parts of a transparent object that are converted to nontransparent vector images.
• Other parts of the object that are converted to nontransparent raster images.
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Option
Description
Note: Not available when Raster/Vector balance is
set to 0 or 100 %.
Preserve overprint
Enabled: When flattening, the color of transparent artwork
will be blended with the background color to create an
overprint effect.
Enable this option when your raster image processor does
not handle overprint correctly.
Note: Not available when Raster/Vector balance is
set to 0 %.
Override Page Level
Blending Color Space
Enabled: The specified color space will be used as blending
color space for all objects in the PDF document.
Before a color space on an object is converted to the output
device color space, it is converted to an intermediate
blending color space.
Possible values:
• None: The intermediate blending color space is skipped.
• Other values: Uses the specified color space as
intermediate blending color space.
Remove ICC Profiles after
Flattening
Enabled: After flattening, the ICC profiles from all objects in
the PDF document will be removed.
When flattening, the Adobe flattening engine:
• Keeps non-transparent objects as is. This means:
• If the object does not have an ICC profile assigned, it is
kept as is.
• If the object already has an ICC profile assigned, it is
kept as is.
• Converts transparent objects, and:
• If the object does not have an ICC profile assigned yet,
assigns one.
• If the object already has an ICC profile assigned, keeps
it assigned.
Enable this option to avoid differences between:
• Transparent parts, which will be converted and have an
ICC profile assigned.
• Non-transparent parts, which will kept as is and possibly
not have an ICC profile assigned.
Recompress Images
Enabled: After flattening, all images (not only the ones
created by the Adobe flattening engine) in the PDF document
will be recompressed with the specified options.
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Option
Description
Note: For the ASCII filter option: ASCII encoding
was formerly required to ensure that PDF files could
be safely transported via e-mail over the Internet.
However, most e-mail software in use today deals
with non-ASCII documents normally, removing the
need to ASCII-encode your document. The increase
in file size when you use the ASCII encoding is
substantial.
8.6 Hot Folder Properties: Action Lists and Preflight
Profile
In the Action List and Preflight Profile category in the Hot Folder Editor , you can select the
Action List(s) and/or Preflight Profile you want to use for preflighting.
Action Lists and Preflight Profiles are the “fuel” for the preflighting process. For a more
detailed overview, see Preflighting and Checking PDF Documents on page 86 and Using Action
Lists on page 81.
Note: Through the Hot Folder Editor, you can only assign the appropriate Action List(s)
and Preflight Profile; if you want to make changes, create a new Action List or Preflight
Profile, view the contents, ... you should open the PitStop Server Window menu ( Window
> Action Lists and Window > Preflight ).
8.6.1 Adding one or more Action Lists to a hot folder
This topic explains how to add one more Action Lists as separate files to a hot folder (so not
embedded in a Preflight Profile).
Note: Keep in mind that, if the hot folder contains Action List(s) (with "check" Actions)
AND a Preflight Profile, it will not be possible to certify the processed documents based
on this Preflight Profile. Certifying is not possible because it is not clear which checks
come from the Action List(s), and which come from the Preflight Report. In this setup:
• When checking the History tab in PitStop Server, the Preflight status of this
document will be "Not OK".
• When checking the Certified PDF status of this document, the status will be
"undetermined" (gray icon). See Checking the Certified PDF status of a PDF on page
134.
We recommend embedding the Action List(s) in the Preflight Profile, so the PDF
document can be preflighted with this Profile and the status can be determined.
To add one or more Action Lists to a hot folder
1. In the Hot Folder Editor, go to the Action Lists and Preflight Profile category.
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2.
Below the Selected Action Lists area, click
.
3. Select one or more Action Lists you want to add, either From database on page 61 or From
file on page 62.
You can select multiple Action Lists in one go by holding the shift key or the Ctrl (Windows)
or apple (Mac OS) key.
4. Click OK.
The Action Lists of your choice are added to the bottom of the list of Selected Action Lists.
Note that you can change the order of the Action Lists, by selecting a List and clicking the
Move Up or Move Down
button.
The Action Lists will be run on the PDFs in the order in which they appear in the list: the
Action List on top of the list will start first. As a different order can give a different result, it
is important to make sure this order is correct.
8.6.2 Adding a Preflight Profile to a hot folder
To add a Preflight Profile to a hot folder
1. In the Hot Folder Editor, go to the Action Lists and Preflight Profile category.
2.
Below the Selected Preflight Profile area, click
.
3. Select a Preflight Profile you want to add, either From database on page 61 or From file on
page 62.
4. Click OK.
The name of the Preflight Profile and its description will be shown.
8.6.3 Where Can I Find Action Lists and Preflight Profiles?
If you want to add Action Lists or a Preflight Profile to your hot folder, this is where you can find
them:
8.6.3.1 From database
One of the options when selecting Action Lists or a Preflight Profile is "From database". This
refers to the Preset Databases installed on your computer's hard disk along with Enfocus
PitStop Server. These databases contain:
• Predefined Action Lists/Preflight Profiles, in the Standard database. These are installed with
the application and available to all users on the computer. The Standard database and its
contents cannot be modified.
• Action List/Preflight Profiles created by the user in the Local database. The Local database
level is only available to the current user and its contents can be modified.
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Note: The Preset Databases also contain Action Lists/Preflight Profiles created or
updated by other Enfocus products, such as Enfocus PitStop Pro or Enfocus Connect.
Note that additional folders can be added using the PitStop Pro Preferences (Preset
Databases category).
8.6.3.2 From file
When adding Action Lists or a Preflight Profile to your hot folder, you can also use Action Lists
or a Preflight Profile that is stored on your computer's hard disk or on a network drive. For
example, if someone has sent you an Action List or Preflight Profile by e-mail. The default
extension of an Action List is *.eal. The default extension of a Preflight Profile is *.ppp
The Browse button allows to select the Action List or Preflight Profile you want to use.
8.6.3.3 Enfocus Action List Library
You can find Action Lists on the Enfocus Action List Library page on the Enfocus website at:
http://www.enfocus.com/en/support/downloads/pitstop-action-lists.
You can also access this page from within Enfocus PitStop Server: Help > Online Resources >
Action List Library .
Proceed as follows:
1. Select an Action List or the complete Enfocus Action List Library and download the archive
file.
2. Extract or expand the Action Lists in the archive file to a folder.
3. Go back to the Action Lists and Preflight Profile category in the Hot Folder Editor and select
the appropriate Action List using the "From File" option.
8.6.3.4 Enfocus Preflight Profile Library
You can find Preflight Profiles on the Enfocus Preflight Profile Library page on the Enfocus
website at: http://www.enfocus.com/en/support/downloads/pitstop-preflight-profiles.
You can also access this page from within Enfocus PitStop Server: Help > Online Resources >
Preflight Profile Library .
Proceed as follows:
1. Select a Preflight Profile or the complete Enfocus Profile Library and download the archive
file.
2. Extract or expand the Preflight Profiles in the archive file to a folder.
3. Go back to the Action Lists and Preflight Profile category in the Hot Folder Editor and select
the appropriate Preflight Profile using the "From File" option.
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8.7 Hot Folder Properties: Smart Preflight
In the Smart Preflight category in the Hot Folder Editor, you should enable the Smart Preflight
options if applicable.
Smart Preflight is a functionality that allows you to handle many different job types and
specifications by using only one Preflight Profile. This is possible, thanks to the use of
"variables", dynamic values instead of fixed values, that are taken from a Job Ticket.
For a full explanation, refer to the chapter on Smart Preflight. There you'll find information on
how to set up Smart Preflight (i.e. create a Variable Set with the appropriate variables and apply
the variables to the appropriate checks in a Preflight Profile).
Additionally, if you want to use a Preflight Profile with variables enabled in PitStop Server, you
must:
• Select the correct Variable Set (making sure the variables used in the selected Preflight
Profile are contained in this Variable Set)
• Indicate which file is the Job Ticket that should supply the values for the Smart Variables.
8.7.1 Applying a Variable Set
In order to be able to use Smart Preflight, you must "apply" the Variable Set that contains the
variables used in the Preflight Profile or Action List(s) selected in the Action List and Preflight
Profile category of the Hot Folder Editor. If the Variable Set does not match what has been used
in the Preflight Profile or Action Lists, the workflow will not activate.
To apply a Variable Set
1. In PitStop Server, open the Hot folder Editor.
2. Select Smart Preflight.
3.
Click
and select the Variable Set you want to apply.
4. Click OK.
8.7.2 Enabling the use of a Job Ticket
If variable values should be taken from a Job Ticket, you should define its name in the Hot
Folder setup.
To enable the use of a Job Ticket in PitStop Server
1. In PitStop Server, open the Hot folder Editor.
2. Select Smart Preflight.
3. Under Job Ticket file Matching, make the appropriate choices:
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• Select the Use Job Ticket checkbox and type the name of the associated Job Ticket file,
or define the file name pattern using variables. There are two variables available: one
to duplicate the source PDF file name and one for the file extension. The hot folder will
process incoming files in pairs: a PDF file and the matching job ticket XML/JDF file. As
long as only one of both required files has arrived in the input folder, PitStop Server will
wait for the other one.
• Select the Time Out checkbox and indicate how long PitStop Server should wait before
rejecting any orphaned documents or Job Tickets. Determine where orphaned files
should be moved to. If no folder is specified, the files (orphaned original document and
Job Tickets) will be deleted.
• Indicate what should be done with the Job Ticket after processing, by selecting the
appropriate option from the Transfer Job Ticket list. You can can either move it to one of
the folders in the hot folder setup (reports, original or processed documents), or you can
delete it.
4. Click OK.
8.8 Hot Folder Properties: Certified PDF
In the Certified PDF category in the Hot Folder Editor you can define how Enfocus PitStop Server
will handle incoming Certified PDF documents.
For a more elaborate explanation on Enfocus Certified PDF Workflow, see Working with Certified
PDF documents on page 128.
8.8.1 Changing the Certified PDF status of an incoming PDF
When a PDF arrives in an input folder of a hot folder, it can be a Certified PDF or not. You can
use Enfocus PitStop Server to change the Enfocus Certified status. To this end, you set your hot
folder to perform one of the following actions on the PDF as soon as it arrives in the input folder:
• Keep the document status unchanged
• Make the document Certified using hot folder Preflight Profile
• Make the document uncertified
Note: If you set your hot folder to change the Enfocus Certified status of incoming PDFs,
it will do so before it actually processes the document, i.e.:
• Before it starts to run Action Lists
• Before it checks the document against a Preflight Profile.
The table below gives an overview of the effect on the incoming PDF depending on the chosen
option and the Certified PDF status of the incoming file.
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Chosen
Incoming
Incoming
option
non-Certified PDF
Certified PDF
Keep the document status
unchanged
The PDF remains
uncertified.
The PDF remains certified
and keeps its embedded
Profile.
Make the document Certified
using hot folder Preflight
Profile
The PDF will be Certified
using the Preflight Profile
defined in the hot folder.
The PDF will be Certified
using the Preflight Profile
defined in the hot folder,
unless the option Keep
original Certified Preflight
Profile if incoming
document is already a
Certified PDF is selected (in
the area below).
Make the document
uncertified.
The PDF remains
uncertified.
The PDF document will no
longer be certified.
8.8.2 Certified options
On Certified PDF documents, you have the option to use the Roll-back system and you can add
a session comment. This is only applicable when using the option Make document Certified
using hot folder Preflight Profile and on incoming Certified PDF documents when using Keep
document status unchanged.
8.8.2.1 Allow rollback to previous version
The Certified PDF workflow can offer you a robust roll-back mechanism. This allows you to
revert to any previous stage in the Certified PDF workflow and to compare different versions of
your PDF document, even though you maintain one physical PDF file.
If you do not want to take advantage of the roll-back functionality, enable Perform Certified full
save (no rollback to previous sessions). You will not be able to revert to a previous version of
the PDF; however this will reduce the file size, which can be advisable if size is an issue.
Note: This option is only applicable for Certified documents. When using Make
document uncertified, this option will not be available.
8.9 Hot Folder Properties: Color Management
In the Color Management category in the Hot Folder Editor you can set alternative color
management settings that override the global color settings set in the PitStop Server
preferences ( Window > Preferences > Color Management ).
Refer to Using ICC profiles for a specific hot folder on page 151.
Elaborate information can be found in the chapter on Managing color on page 145.
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8.10 Hot Folder Properties: Fonts
In the Fonts category in the Hot Folder Editor you can manage the font settings. This category
consists of two sections: Font Folders and Monotype.
Font Folders
In the PitStop Server Preferences you can add the general font folders for Enfocus PitStop Server.
However, using the Fonts category in the Hot Folder Editor, it is possible to add specific font
folders for the selected hot folder only. Fonts will be searched on the System first, then in the
general font folders, and finally in the font folders specific for the hot folder.
Monotype
If fonts are missing, you can optionally download them from the Monotype Baseline Platform.
That's why you have to choose one of the following options (under Monotype):
• Use general preferences means that it depends on your general PitStop Server preferences
whether or not the Monotype Baseline Platform is used.
• Never download fonts means that the Monotype Baseline Platform is not used for the hot
folder concerned.
• Download missing fonts means that the Monotype Baseline Platform is used for the hot
folder concerned. You will need an authentication key.
For more information, refer to Embedding missing fonts on page 142.
The Edit General Font Preferences button offers a shortcut to the font settings in the
Preferences.
See also:
• Managing fonts on page 136
• Setting the Enfocus PitStop Server Preferences on page 74
8.11 Hot Folder Properties: E-mail Notification
In the E-mail Notification category in the Hot Folder Editor you can set up e-mail notifications
for processed documents.
As Enfocus PitStop Server processes the PDFs in the background, you might not even notice
that Enfocus PitStop Server is at work for you. However, you can, if you wish, get feedback on
how the processing went. You can get this feedback by means of an e-mail message.
You can configure when the mails should be sent, to whom and what the actual content should
be, as explained further.
8.11.1 Setting up e-mail notifications
To set up e-mail notifications
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1. Open the Hot Folder Editor.
2. Display the E-mail Notification category.
3. Select one or more cases in which an e-mail message has to be sent, for example:
• If the document was successfully processed
• If the document generated warnings, fixes, critical or non-critical failures, or errors (as
required)
• If the processed document was not a PDF file
• If there was a time-out for a document.
Note: Only one e-mail per job will be sent!
4. Configure the message that will be sent.
It is for example possible to add the Preflight Report or the PDF file itself to the e-mail. You
can use variables and/or free text and you can limit the size of the attachments, to avoid the
notifications being blocked by a mail server.
Note: The language of the e-mail message is dependent on the language settings
in the Processing > Report Generation section of the PitStop Server Hot Folder
Editor.
5. Enter the e-mail addresses of the people who have to be notified.
Use a semicolon to separate multiple addresses.
Tip: You may want to fill in your own e-mail address first and click Send Test
Notification to check if the e-mail notifications are sent correctly. If something is
wrong, click the Edit E-mail Preferences button to double-check the PitStop Server
Preferences.
6. Click OK.
8.12 Hot Folder Properties: Summary
The summary of the Hot Folder Editor gives an overview of all warnings and errors in the
configuration of the hot folder. The most severe message is also shown in the hot folder status
line in the bottom left corner of the Hot Folder Editor.
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9. Running jobs through PitStop Server
By dropping a file in the input folder, this file is submitted to be processed by the hot folder.
An input folder is checked for incoming files, based on the Time Interval set in the Processing
category of the Preferences. By default, the input folder is checked every 10 seconds.
If you create subfolders in the input folder, either by dropping folders in the input folder or
by creating subfolders manually, the way these subfolders are processed depends on the
“Processing” category in the Hot Folder Editor. See Subfolder Processing on page 53.
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10. Monitoring active jobs
In the Hot Folders tab, you can see the number of jobs queued to a specific hot folder. However,
to monitor individual jobs, you can use the Progress tab.
In the Progress tab in PitStop Server, all active jobs can be monitored. For every job, you can
see
•
•
•
•
•
The name of the job. This will be the name of the input file.
The hot folder processing the job
The current step
The progress on this step
Additional info
10.1 Sorting the active jobs
To sort the active jobs in the list
1. Go to the Progress tab in PitStop Server.
2. Click in the header of the column you want to use as base to sort the active jobs.
3. To change between sorting ascending and descending, click the same header again.
10.2 Pausing all active jobs
To pause all active jobs
1. Go to the Progress tab in PitStop Server.
2. Click the
button to pause all jobs.
10.3 Resuming all active jobs
To resume all active jobs
1. Go to the Progress tab in PitStop Server.
2. Click the
button to resume processing on all jobs.
10.4 Cancelling active jobs
To cancel active jobs
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1. Go to the Progress tab in PitStop Server.
2. Select one or more active jobs.
3. Click the
button to cancel the selected jobs.
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11. Viewing finished jobs in the History tab
After finishing a job, the job will be shown in the History tab.
Note: Remember that this is only the case, if History Logging is enabled for the hot
folder concerned. Refer to Hot Folder Properties: General on page 48.
The History tab in PitStop Server gives an overview of all finished jobs, showing the output job
name, the hot folder name, the date, the Preflight status and any special events that occurred.
Refer to The PitStop Server History tab on page 31.
11.1 Managing the History List
Using the Filters on top of the list, you can define what jobs you want to see, based on different
criteria (date, file name, preflight status, ...). This allows to get an overview of all jobs for a
specific customer or hot folder, get an overview of all jobs with errors, etc.
By clicking the column headers, you can also sort the list based on the selected column.
To add new columns, click Window > Select Columns and select the desired columns.
11.1.1 Filtering the History
Using the dropdown, it is possible to filter the jobs shown in the list. Depending on the filter type
chosen, an additional dropdown or input field can appear.
Filter
Parameter (dropdown/input field)
No Filter
Jobs shown
All jobs
Last Number Of
Files
(input field = n )
The last n jobs
Processed
Within Last
days/hours/minutes
Jobs submitted the last n days/
hours/minutes.
Finished
Processing
Before/After
Output Job
Name
Begins With / Contains
Hot Folder
Name
Begins with / Contains
(input field = n)
(input = date yyyy/mm/dd
hh:mm:ss)
(input = string)
(input = string)
Jobs finished before or after the
entered time.
Jobs of which the input file name
begins with or contains the entered
string.
Jobs of which the output file name
begins with or contains the entered
string.
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Filter
Parameter (dropdown/input field)
Jobs shown
PitStop Server
CLI ID
(input = n = process ID of the CLI
that sent the job(s) to PitStop
Server, e.g. 4012 or 98765)
Jobs that were processed using
the command-line interface of
PitStop Server. If no ID is entered,
all rush jobs are shown; if a
particular ID is entered, all rush
jobs sent by that particular CLI are
shown.
Preflight Status
Highest/lowest/only severity level
= particular preflight status
Jobs sorted based on the preflight
result, i.e. the type of problems
(warnings, errors,...) found during
preflight.
For example, "Only severity level is
Success" will show jobs that were
processed without any errors or
warnings. "Highest severity level is
Warning" will show jobs that were
processed with warnings or errors.
Without Special
Events
-
Jobs without Special Events,
i.e. jobs that were processed
successfully.
With Special
Events
-
Jobs that for some reason failed
to be processed, e.g. because the
incoming PDF file is corrupted.
11.1.2 Deleting jobs from the list
To delete jobs from the list
1. Go to the History tab.
2. Select the jobs you want to delete.
3.
Click the
button.
11.2 Exporting the History
The information in the History tab can be exported to a file for archiving, statistics. This file can
either be tab separated text (TXT), with or without detail, or an XML.
To export the information in the history
1. Go to the History tab.
2. Select the jobs for which you want to export the history.
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3.
Click the History export button
.
4. Select the file type you want to export:
• Export as XML
• Export as TXT
5. In the dialog that appears, define the name and location for the file.
6. Click OK.
11.3 Viewing statistics
The statistics allow to check the number of files processed per hot folder, processing times,
average pages per jobs, etc.
To view statistics
1. Go to the History tab.
2. Click the
button.
A dialog will appear, showing statistics on files per hot folder, processing time, pages per
job and totals. The statistics take the selected filter into account.
11.4 Special Events Log
The Special Events Log, opened by clicking the
button, shows all jobs that, for some
reason, failed to be processed. This could be e.g. because the incoming PDF file is corrupted.
The Special Events Log will also show errors that are not job-related, e.g. if there are missing
components of Server itself, if Enfocus PitStop Server has no access to a folder due to changed
permissions, etc.
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12. Setting the Enfocus PitStop Server
Preferences
The PitStop Server Preferences are grouped in several categories. The following table gives an
overview of the different categories and explains what type of preferences they contain.
Note: Preferences can only be changed when the PitStop Server Watchdog is running.
Category
Related to...
General
The units (points, picas, inches, centimeters or milimeters) to be
used in PitStop Server and processing and logging. See Setting the
Measurement Units on page 75.
Languages
The language used for logging and processing, and the language
used in PitStop Server. See Setting the Language on page 75.
Folders
The location of the folders for temporary files, quarantined files and
log files of PitStop Server. See Setting the Folders on page 76.
Processing
The time interval for hot folder checking, optimized save setting,
etc. See Setting the Processing preferences on page 77.
File Cleanup
Automatic Deletion of files after processing. See Setting the File
Cleanup preferences on page 77.
Fonts
Font locations. Folders on your hard disk or network drive where
Enfocus PitStop Serverwill look for fonts, e.g. when a font has to be
(re-)embedded. See Setting your Font preferences on page 78.
Color Management
Enabling color management and the color models which you wish to
use. See Setting your Color Management preferences on page 78.
E-Mail
SMTP server for e-mail notification, and e-mail settings for PitStop
Server special events. See Setting your E-Mail preferences on page
79.
Personal Info
Name, company, address, e-mail addresses and phone numbers,
etc., e.g. used when sending an e-mail. See Setting your Personal
Info on page 79.
Updates
Checking for application updates, and sending notification e-mails
to PitStop Server Administrator. See Setting the Update Preferences
on page 80.
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12.1 Setting the Measurement Units
To set the Measurement Units
1. In PitStop Server, choose Window > Preferences... (Windows) or Application >
Preferences... (Mac).
2. Select the General category.
3. Select the default measurement units you want to use for processing and logging.
The default measurement units are used on the processing side of PitStop Server. Practically
speaking, this means the measurement units in the PDF or XML report.
4. Select the measurement units you want to view in the PitStop Server.
These measurement are used on the viewing side of PitStop Server. For example, the
measurement units in the editor panels, like the Preflight Profile editor etc.
If you choose Default measurement units, the same unit (i.e. the unit chosen in the previous
step) will be used for the Preflight Reports and the PitStop Server UI.
5. To display the hidden warning messages, click the Reset All Messages button.
This applies to all messages for which you have selected the Don't show this message again
checkbox.
12.2 Setting the Language
To set the language of the application
1. In PitStop Server, choose Window > Preferences... (Windows) or Application >
Preferences... (Mac).
2. Select the Languages category.
3. From the Default language list, select the language for PitStop Server processing and
logging (i.e. the language that will be used for the Preflight Reports).
Supported languages:
•
•
•
•
•
•
•
•
•
•
English
French
German
Dutch
Italian
Spanish
Polish
Brazilian Portuguese
Chinese (only available if you licensed a Chinese copy of PitStop)
Japanese (only available if you licensed a Japanese copy of PitStop)
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Note that presets (example Action Lists, Preflight Profiles,...) are only available in English.
Japanese users can obtain presets in Japanese, if they use a Japanese installer to install
Enfocus PitStop Server (on Windows) or if the language of their system is set to Japanese
(on Mac).
Note: You can still change the report language for a specific hot folder as required,
in the Processing tab of the hot folder concerned. See also Report Generation on
page 53.
4. From the Viewing language list, select the language in which you want to see the PitStop
Server GUI.
The Default language refers to the language selected in the previous step.
5. Click OK.
6. If you have changed the viewing language for PitStop Server, restart Adobe Acrobat.
12.3 Setting the Folders
To set the preferences in the Folders category
1. In PitStop Server, choose Window > Preferences... (Windows) or Application >
Preferences... (Mac).
2. Select the Folders category.
3. Define in what folder PitStop Server can store temporary files:
• To store them in the default location, click the Use Default button.
• To choose any other folder, click the Browse button.
Note: If the Temporary Files folder is changed, you will have to restart the PitStop
Server Watchdog.
4. Define in what folder quarantined files will be stored.
Quarantined files are files that need to be taken out of the processing workflow, e.g. if the
file is corrupt. Make sure you have sufficient permissions to access this folder and there is
sufficient disk space available on this drive.
Note: Since networks are not always stable, to avoid problems, it is no longer
allowed to use a network folder for quarantined files.
5. Define in what folder PitStop Server will store its special events log files.
These are files which contain information about the special events that may occur in PitStop
Server. Make sure you have sufficient permissions to access this folder.
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12.4 Setting the Processing preferences
To set the Processing preferences
1. In PitStop Server, choose Window > Preferences... (Windows) or Application >
Preferences... (Mac).
2. Select the Processing category.
3. Configure the options as required:
• Define the number of processes that are allowed to run concurrently. Remember that a
high number may slow down PitStop Server.
• Define how often input folders must be checked for new files and after how much time
submitted files are processed.
• Indicate whether or not you want to keep a log of the processed files and enter the
number of days after which the history should be cleaned.
Note: History logging must be configured for each hot folder separately (in the
Hot folder settings (General category)). If History Logging is set to Use global
preference, the options chosen here will apply.
• Set the number of days to keep Special Event Logs.
• Define if PitStop Server should continue processing files in the background when closing
the application. Ask the user means you get the choice when closing Enfocus PitStop
Server.
4. Click OK.
12.5 Setting the File Cleanup preferences
To set the File Cleanup preferences
1. In PitStop Server, choose Window > Preferences... (Windows) or Application >
Preferences... (Mac).
2. Select the File Cleanup category.
3. Define if files have to be deleted after a number of days, if they exceed a number of
megabytes, or if the number of files gets too high.
4. Define if empty subfolders need to be removed.
5. Define what file types you want to be deleted automatically.
Note: Note that Enfocus PitStop Server will only remove files and folders that have
been processed.
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12.6 Setting your Font preferences
To set your Font preferences
1. In PitStop Server, choose Window > Preferences... (Windows) or Application >
Preferences... (Mac).
2. Select the Fonts category.
3. Click the Add... button.
4. Select the necessary font folders on your hard disk or network drive and click OK.
The selected font folders appear in the Font Folders pane of the Enfocus PitStop Server
Preferences Panel.
Note: You can add font folders for a specific hot folder in the Hot Folder setup. See
also Hot Folder Properties: Fonts on page 66.
5. Click the Remove button to remove a font folder.
6. If you want PitStop Server to search for missing fonts in the Monotype Baseline platform,
select the Download missing fonts checkbox and enter your Monotype Authentication Key.
Refer to the chapter on Embedding missing fonts on page 142.
7. Click OK.
12.7 Setting your Color Management preferences
To set your Color Management preferences
1. In PitStop Server, choose Window > Preferences... (Windows) or Application >
Preferences... (Mac).
2. Select the Color Management category.
3. Configure the general color management settings in the General tab.
4. In the Images tab:
• To apply the general settings for the images too, select the Apply General color settings
checkbox.
• To override the general color settings and configure separate settings for images, select
the Enable color management checkbox.
5. Select a default source and target ICC profile for each color space.
6. Select the CMM Engine to be used, and (if applicable) select Use black point compensation
checkbox.
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Note: You can set color management for a specific hot folder in the Hot Folder
setup. See also Using Color Management in Enfocus PitStop Server on page 150.
7. Click OK.
12.8 Setting your E-Mail preferences
To set your E-Mail preferences
1. In PitStop Server, choose Window > Preferences... (Windows) or Application >
Preferences... (Mac).
2. Select the E-Mail category.
3. Fill in the name and port for your outgoing mail.
You can find this information in your e-mail program or contact your system administrator
for assistance.
4. Fill in the user name and password, if any.
5. Define to whom PitStop Server should send an e-mail notification if a special event occurs.
You can enter multiple e-mail addresses (separated by a semicolon) as required.
6. Click OK.
12.9 Setting your Personal Info
The personal info is stored in the Certified PDF documents which you will be creating using
PitStop Server. This allows the recipients of your Certified PDF documents to contact you if they
have any questions.
To set your Personal Info
1. In PitStop Server, choose Window > Preferences... (Windows) or Application >
Preferences... (Mac).
2. Select the Personal Info category.
3. Enter your name, company, address and all other personal information.
The information on the System tab is not editable. The system information consists of
the details of the person who registered PitStop Server and information taken from your
operating system, network and computer. This information cannot be changed and is
therefore a reliable source to pinpoint responsibility, for example.
4. Click OK.
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12.10 Setting the Update Preferences
To set the preferences in the Updates category
1. In PitStop Server, choose Window > Preferences... (Windows) or Application >
Preferences... (Mac).
2. Select the Updates category.
3. Define how often PitStop Server should check for application updates, e.g. weekly or
monthly.
If you choose "Manually", PitStop Server will not inform you about updates. Note that you
can check the Enfocus website for new versions.
4. Define how often the PitStop Server administrator (as defined in the E-Mail preferences)
and/or the user ("Notify me") should get a notification on available updates.
5. Click OK.
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13. Using Action Lists
One of the main reasons for using Enfocus PitStop Server is the automated editing of PDF
documents. To do this, you can add one or more Action Lists to a hot folder. An Action List is
a series of sequential tasks saved in one file. For example, this can be tasks such as changing
color or objects. Enfocus PitStop Server will automatically carry out the respective tasks in the
defined sequence.
For example, suppose you have a line-art object in several PDF documents. You want to change
the following properties of this object in all of your PDF documents:
• Fill colors of a number of areas in the object
• Lines in the object which are thinner than a given line weight.
This job may consist of a number of sequential tasks, as outlined in the illustration. Using
Enfocus PitStop Server, you can apply these tasks to all PDF documents that arrive in a
specified hot folder.
Remark
The following topics explain how to manage (import, export, duplicate) Action Lists in PitStop
Server. Remember that, to apply these Action Lists to one or more PDFs, you should:
• Embed one or more Action Lists in a Preflight Profile (and add this Preflight Profile to a hot
folder). (Recommended) See Adding Action Lists to a Preflight Profile
• Add the Action Lists as separate files to a hot folder. See Adding one or more Action Lists to a
hot folder on page 60.
13.1 Where to find Action Lists in PitStop Server
To manage Action Lists in PitStop Server, navigate to Window > Action Lists... .
This will open the Action List Panel.
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This panel is made up of the following parts:
#
1 A workspace, which displays the available Action Lists. The Action Lists are organized in
folders, called "databases". By default, the following folders can be found:
• Favorites: Action Lists marked as your favorites. This provides you fast access to the
Action Lists you need often.
• Standard: The default Action Lists installed with PitStop Server (grouped in
subfolders, such as Color, Fonts, Image,...).
• Local: Action Lists edited and created by you, and saved locally.
2
Buttons to switch between Preflight Profiles (
) , Action Lists
, and Variable Sets
(Refer to the chapter on About Smart Preflight).
3 A search field (allowing you to search for a particular Action List)
4
An Action menu
. You can use this menu to:
•
•
•
•
•
•
Create or edit an Action List
Remove an Action List
Duplicate an Action List
Import or Export an Action List
Rename an Action List
Change the order of the Action Lists in this panel (move up, move down)
Alternatively, you can select an Action List and use the context menu to perform these
operations.
Note: As of PitStop 13, Action Lists can be created and edited directly in PitStop Server!
You don't need PitStop Pro anymore.
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13.2 Editing an Action List
As of PitStop 13, you can edit existing Action Lists directly in PitStop Server.
For example, if you want to add your company background to a PDF, you can edit the "Add
Enfocus Background" Action List (by default available in the Standard folder) and replace the
Enfocus background image with your own background image.
Tip: For more details on working with Action Lists, refer to the Action Manual on the
Enfocus website (Chapter "Automating tasks with Action Lists").
To edit an Action List
1. In Enfocus PitStop Server, navigate to Window > Action Lists... .
2. In the Action List Panel, double-click the Action List you want to edit.
Alternatively, select the Action List you want to edit and click
> Edit .
Note: If the Action List is fully locked, you will be asked to enter a password before
you can see the content of the Action List. If it is partially locked, you will be able
to view the content of the Action List, but you'll have to click the Lock icon
enter the password, before you can make any changes.
and
3. Design the Action List, i.e. add or remove Actions or change the attributes of an Action as
required.
4. If you have made all required changes, click OK.
The changed Action List will be saved in the Local database (folder).
13.3 Creating an Action List
As of PitStop 13, you can create your own Action Lists directly in PitStop Server.
Tip: For more details on working with Action Lists, refer to the Action Manual on the
Enfocus website (Chapter "Automating tasks with Action Lists").
To create an Action List
1. In Enfocus PitStop Server, navigate to Window > Action Lists... .
2. In the Action List Panel, do one of the following:
•
•
To create a new Action List based on an existing one, click
> New > New From/New
from File and select the Action List you want to start from. The option New from allows
you to select an existing Action List from the Standard database; New from file allows
you to select a file (*.eal) from your computer.
To create a new Action List from scratch, click
> New > New .
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3. Fill in the Properties section as required:
• Select General Information and set the Action List name, your name and company and a
description of the Action List.
• Select Locking Information and choose the appropriate options. Refer to the Action
Manual on the Enfocus website ("Locking an Action List).
4. Design your Action List, i.e. add or remove Actions or change the attributes of an Action as
required.
5. If you have made all required changes, click OK.
13.4 Exporting an Action List
Exporting an Action List means that you save it as a separate file.
You may want to do this for a number of different reasons, for example:
• To re-use this Action List later on
• To share the Action List with other users
• To send an Action List to a service provider or any other recipient or supplier of PDF
documents
• To create a backup copy
To export an Action List
1. In Enfocus PitStop Server, navigate to Window > Action Lists... .
2. In the Action List Panel, select the Action List you wish to export.
3.
From the Action menu (
), choose Export.
If the Action List is not secured with a password, the following message will appear:
4. Specify the Action List’s file name and location.
5. Click Save.
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13.5 Importing an Action List
Importing an Action List means that you load it into the Action List Panel. This can be useful if
you received Action Lists from colleagues or customers. Remember that you can also download
Action Lists from the Enfocus Action List Library (available on the Enfocus website).
To import an Action List
1. In Enfocus PitStop Server, navigate to Window > Action Lists... .
2. Select the category (folder) in which you want to import the Action List.
3.
From the Action menu (
), choose Import.
4. Select the Action List to import.
5. Click Open.
The imported Action List appears at the bottom of the selected category in the Enfocus
PitStop Server Action List Panel.
13.6 Duplicating an Action List
Duplicating an Action List means that you save a copy of this Action List.
To duplicate an Action List
1. In Enfocus PitStop Server, navigate to Window > Action Lists... .
2. In the Action List Panel, select the Action List you wish to duplicate.
3.
From the Action menu (
), choose Duplicate.
Enfocus PitStop Server creates a copy of the selected Action List with the same name as the
original, followed by “copy”. This copy will also appear in the Action List Panel.
13.7 Removing an Action List
When you remove an Action List, it will no longer appear in the Action List Panel and it is
deleted from your hard disk.
To remove an Action List
1. In Enfocus PitStop Server, navigate to Window > Action Lists... .
2. In the Action List Panel, select the Action List you wish to remove.
3.
From the Action menu (
), choose Remove....
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14. Preflighting and Checking PDF
Documents
Enfocus PitStop Server lets you conveniently check and fine tune your PDF documents before
you output them, either on screen or in printed form. You can ensure the properties of your PDF
documents to match the properties as specified in the selected Preflight Profile. The result of
these preflight actions is presented in a Preflight Report, stored in a log folder.
14.1 What is preflighting?
14.1.1 Preflighting defined
Preflighting is a term derived from the airline industry. The pilot has the responsibility to
determine the airworthiness of the aircraft before take-off. This means that he or she has to
perform a number of checks prior to each flight.
Preflighting PDF documents basically means the same thing: the “pilot in command”, i.e. the
person who creates or processes a PDF document, has to make sure that the document is
“airworthy”, or rather, “outputworthy”, before sending it for output.
“Outputworthy” means that the PDF document is “fit for use”, for example:
• That a PDF document to be printed on a four-color printing press contains only CMYK images
and that all the necessary fonts are included
• That a PDF document intended for online viewing contains only RGB images
Moreover, any property of a PDF document which does not meet the requirements of the
preflight check can be reported as a “problem” and fixed in the same process.
14.1.2 Preflight Profiles
To preflight PDF documents, you use Preflight Profiles. A Preflight Profile is a collection of
criteria which a PDF document should meet to be outputworthy. For each criterion, you can
specify:
• If it should be checked or not
• How it should be listed in the Preflight Report, i.e. “Warning” or “Error”
• How the problem, if any, should be fixed
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An example of a criterion is RGB colors. If you do not want RGB colors in your PDF documents,
you can check this and have all RGB colors converted to CMYK.
14.1.3 Preflighting in Enfocus PitStop Server
How exactly does preflighting work in Enfocus PitStop Server? The typical stages in a preflight
check are the following:
1. In your Hot Folder setup, select the Preflight Profile you want to use.
Note that you can create, edit or import other Preflight Profiles than the default ones, via the
Preflight Profile panel ( Window > Preflight ).
2. Place PDF documents in the input folder (defined in your Hot Folder setup) to have them
checked and fixed automatically.
3. Enfocus PitStop Server checks the PDF documents and depending on the Preflight Profile
fixes problems, if any. It generates a Preflight Report and saves the Report in a log folder.
4. If necessary, re-check the PDF document until it is output-ready and can be taken to the
final output stage, e.g., for print, press or online viewing.
The following image is an example of a typical preflight workflow with Enfocus PitStop
Server.
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14.2 Where to find Preflight Profiles in PitStop Server
In PitStop Server, click Windows > Preflight .
14.2.1 The Preflight Profile Panel
The Preflight Profile Panel allows you to organize and access Preflight Profiles:
• You can open an existing Profile or a blank Profile (to create a new one).
• You can import, export, duplicate, and group Preflight Profiles
Note: Running a Preflight Profile is not possible from this dialog. Instead, you must
select the Preflight Profile concerned in the Hot Folder setup (Action Lists and Preflight
Profile category).
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The Preflight Profiles dialog consists of the following screen parts:
#
1
Description
Buttons to switch between Preflight Profiles (
) and Action Lists (
) or Variable
Sets
. For more information about Variable Sets, refer to the PitStop Server Guide
on the Enfocus website (Smart Preflight chapter).
2
A search field (allowing you to search for a particular Preflight Profile) and an Action
menu
3
(allowing you to organize the Preflight Profiles).
A workspace, which displays the available Preflight Profiles. The Preflight Profiles are
organized in folders, called "databases". By default, the following folders can be found:
• Favorites: Preflight Profiles marked as your favorites. This provides you fast access
to the Preflight Profiles you need often.
• Standard: The default Preflight Profiles installed with PitStop Server (grouped
in subfolders, such as Generic Enfocus Preflight Profiles, Ghent PDF Workgroup
Profiles, Standard PDF/A or PDF/X Profiles, ...).
Tip: To see the checks included in a particular Preflight Profile, double-click
the Profile.
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#
Description
• Local: Preflight Profiles edited and created by you, and saved locally.
14.2.2 The Enfocus Preflight Profile Editor
The Enfocus Preflight Profile Editor is accessible from within the Preflight Profile Panel: when
double-clicking a Preflight Profile (or selecting New > New from the contex menu), this dialog
appears. It allows you to change the content of a Preflight Profile:
•
•
•
•
•
You can change the general settings or the description of the Preflight Profile.
You can protect the Preflight Profile with a password.
You can enable or disable color management and add or remove restrictions as required.
You can enable or disable checks and fixes as required.
You can add Action Lists to be embedded in the Preflight Profile.
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The Enfocus Preflight Profile Editor consists of the following screen parts:
#
Description
1
The name of the Preflight Profile you're editing.
2
The left part of the Editor consists of three main categories:
• Setup consists of:
• General settings, just like the name and author of the Profile and a couple of
preferences (permissions, problem handling, ...)
• Color management settings
• Restrictions, allowing you to define particular selections (e.g. all text on page X or
all images of a particular type,...) to which certain checks should be limited.
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#
Description
• Check on lists all available checks, grouped in categories, such as PDF Standards,
Document, ... A check will only be performed if it is enabled (see further). For most
checks, an automatic fix is provided.
Note: The categories in a dark gray background have no checks enabled.
• Under Extra, you can add or remove Action Lists that will be run as part of the
Preflight check.
3
When you click an item in the left part of the Editor, the corresponding information is
shown in the right part of the dialog. In the example above, the right-hand pane shows
the contents of Setup > General.
14.3 How to create and edit a Preflight Profile
This chapter describes how to create and/or edit a Preflight Profile in PitStop Server.
14.3.1 Creating and editing a Preflight Profile
To create a new or to edit an existing Preflight Profile
1. Open the Preflight Profile Panel.
See Where to find Preflight Profiles in PitStop Server on page 88.
2. Create a new Preflight Profile or edit an existing one:
•
To create a new Preflight Profile based on an existing one, click
> New > New From/
New from File and select the Preflight Profile you want to start from.
The option New from allows you to select an existing Preflight Profile from the Standard
database; New from file allows you to select a file (*.ppp) from your computer.
•
To create a new Preflight Profile from scratch, click
> New > New .
• To edit an existing Preflight Profile, double-click it. Alternatively, you can select the
preferred Preflight Profile and click
> Edit .
If the Preflight Profile is fully locked, you will be asked to enter a password before you can
see the content of the Preflight Profile.
If it is partially locked, you will be able to view the content of the Preflight Profile, but you'll
have to click the Lock icon
and enter the password, before you can make any changes.
Refer to Locking a Preflight Profile with a password on page 107.
3. Configure the settings in the different categories:
• Defining the general properties of a Preflight Profile on page 93
• Defining the color management settings of a Preflight Profile on page 93
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• Defining restrictions for a Preflight Profile on page 95
• Configuring checks on page 100
• Adding Actions to the Preflight Profile on page 105
4. Click OK.
You can now run the new or edited Preflight Profile and check the results of the Preflight Check
in the Enfocus Navigator or the Preflight Report.
14.3.1.1 Defining the general properties of a Preflight Profile
To define the general properties of a Preflight Profile
1. In the Enfocus Preflight Profile Editor, in the SETUP > General category, check and, if
necessary, change the Profile Properties:
• Name
• Author
• Company
2. Check and, if necessary, change the Description of the Preflight Profile.
3. In the Permissions section, you can choose to (partially) lock the Preflight Profile to prevent
users from changing the Preflight Profile. See Locking a Preflight Profile with a password on
page 107.
4. In the Problem Handling section, you can decide what you want to do when an error occurs.
• Allow fixes: If enabled, PitStop Server will try to solve any problems. If disabled,
problems will be logged but not resolved.
• Allow sign-off: If enabled, the user will get the chance to sign off on problems for which
the Sign-off flag is set (see further). This allows the user to treat errors as warnings
if they are considered less severe. If disabled, users cannot sign off errors, even if the
Sign-off flag is set. Note that this sign-off is only possible as part of a certified PDF
workflow.
• Log fixes: If enabled, all fixes made in the PDF are listed in the Preflight Report.
5. In the Preflight Report section, along with the preflight details, you can choose to gather
information about fonts, color, page boxes, inks, images, OPI, and output intent.
14.3.1.2 Defining the color management settings of a Preflight
Profile
Color management allows you to define which ICC profiles are used whenever color conversions
are made during preflight and correction. This is useful to minimize color differences between
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devices. If you don't enable color management, the generic color conversion from your
operating system will be used.
This topic describes how to define the color management settings to be used for color
conversions during preflight.
Note: The settings defined here take priority over the settings defined in the PitStop
Server Preferences.
To define the color management settings
1. In the Enfocus Preflight Profile Editor, in the SETUP > Color Management category, enable
color management as follows:
• To use the Enfocus Default Preset, select the Enable color management checkbox.
• To use another particular color management preset
1. Click the Actions menu.
2. Select Use color management preset.
3. Select the preferred color management preset, either from a database or from a file
on your computer.
4. Click OK.
The settings as defined in the selected preset are displayed. You can change them as
required.
2. Choose the correct source and target ICC profiles for each color space.
• Enable The Output Intent overrides the selected ICC profiles as required.
• Enable Use other ICC profile than source and select the correct target ICC profiles, if the
target profiles are different from the source profiles.
3. Select the required CMM Engine.
A CMM (Color Management Module) takes care of the color conversion. Choose one of the
following:
• Adobe CMM (CMM developed by Adobe)
• System CMM (Your operating system's CMM)
• Little CMS (An open source CMM)
4. Select the preferred rendering intent.
A rendering intent is a translation method used to convert colors between different devices.
In order to conserve the appearance of an image across devices, the colors that cannot be
reproduced by a specific output device (i.e. your color printer) need to be remapped to the
nearest matching color that does lie within the output device's color range. This remapping
is performed according to a specific method called a rendering intent.
Choose one of the following remapping methods:
• Object defined: The rendering intent of the object itself is used.
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Note: To see the rendering intent of an object, open the PitStop Inspector and
click
Prepress >
Output intent.
The following remapping methods do not taken into account the originally defined
rendering intent of the objects in the PDF.
• Relative colorimetric: Replaces colors outside of the gamut by colors with the same
lightness, but with different saturation.
• Absolute colorimetric: Clips colors outside of the gamut to a color on the gamut
boundary. Colors which cannot be displayed in the target color gamut will be lost.
• Saturation: Scales all colors to the brightest saturation possible. The saturation (also
called chroma) will remain the same, but some colors will appear lighter or darker. This
method is most suitable for business graphics, where the exact relationship between
colors is not as important as having bright saturated colors.
• Perceptual: Rescales the original gamut within the gamut of the destination color
space, but preserves the relationship between colors. This method preserves the visual
relationship between colors, although the color values themselves may change.
5. Select the Use black point compensation checkbox as required.
The black point compensation option is a feature of Adobe Photoshop to address color
conversion problems caused by differences between the darkest level of black achievable on
one device and the darkest level of black achievable on another.
6. Switch to the Images tab.
7. Do one of the following:
• To use the same color management settings for all objects in the PDF (i.e. the settings
defined on the General tab), select the Apply General color settings checkbox.
• To use different settings for images, select the Enable color management checkbox and
repeat steps 2 - 5. You cannot select a different preset to start from (step 1).
14.3.1.3 Defining restrictions for a Preflight Profile
About restrictions
Restrictions in a Preflight Profile
Restrictions are a way to limit the scope of your Preflight check; instead of applying all checks
to the whole document, you can now for each (set of) checks define on what part of the PDF
the check(s) should be run - be it a PDF page box, a certain page or pages, a particular area or
specific elements of a PDF, or even different layers within a PDF file.
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Restrictions are defined by Action Lists with Select Actions only. You can create your own
restricting Action Lists, or use pre-defined, ready-to-use restricting Action Lists, installed with
PitStop. These restrictions must be imported into the Profile, in order to use them.
For each group of checks (i.e. each category under Check on), you can decide which restriction
applies (if any). If more than one restriction applies for one category, you can use separate tabs
(one tab per restriction) as shown below.
Example
Suppose you want to check a PDF for both very small/colored and invisible text. The threshold
for text size is different for the cover page and the other parts of the document, whereas
invisible text should be detected, regardless of where it is found.
The checks for small/colored and invisible text are available under Check ON: Text.
• "Invisible text" should be enabled for all pages in the document, so it should not be
restricted. This is the default behavior for which you don't need a restricting Action List.
• "Text size" should be checked twice: once for the cover page and once for the other pages of
the document (each with different values). Therefore, you'll need two extra tabs, each with a
restriction selected:
• Restriction 1 is an Action List that selects the cover page.
• Restriction 2 is an Action List that selects all other pages.
Restrictions in the Preflight Report
If a check is limited by a restriction, in the Preflight Report, the name of the restriction will
precede the actual warning. If no restriction is applied, this is not mentioned explicitly.
Best practice
Before configuring the checks in your Preflight Profile:
1. Think about the restrictions you need.
2. Create the Action List(s) to define these restrictions, or check if you can use the pre-defined,
ready-to-use restrictions, installed with PitStop.
3. Import the required restrictions in the Preflight Profile.
4. Configure your checks, choosing the appropriate restriction where needed. If no restriction
is chosen, the check applies to the whole document.
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Creating a restriction
You can create new restricting Action Lists from within a Preflight Profile. If you want to re-use
them, you can afterwards export them to your local Action Lists database.
Note: Alternatively, you can create an Action List in the Action List editor. Just make
sure to only use "Select" Actions (and to import the restricting Action List into the
Preflight Profile(s) in which you want to use it).
To create a restriction from within a Preflight Profile
1. In your Preflight Profile, go to SETUP > Restrictions.
2.
Click
.
The Action List Editor appears.
3. Configure the Action List just like any other Action List (using "Select" Actions only).
• Only one selection per Action List is allowed (this includes Select Actions combined
with an operator if they result in one selection). There's one exception: the Select page if
content is selected Action can be combined with another select Action. For example:
Select by color space
Select page if content is selected
• If you need more complex selections, you must combine several Action Lists in one
restriction. The Action Lists are executed one after the other, as if they were two Actions
followed by an AND operator.
Tip: Click
to only see those "Select" Actions.
4. Click OK.
The restricting Action List is added to your list of Restrictions. Note that you can doubleclick the restriction or click
e.g. to choose another name.
(Edit selected restriction) to make any changes as required,
5. Select Reuse selection as required.
See Reusing a restricting selection on page 99
The new restriction will be available for use in all categories of checks. Optionally, click the
Create tab in all categories button if you want to use the restriction concerned for many
categories. Adding a tab however, does not automatically enable checks, it is just a way to save
time.
If you want to be able to re-use the restriction in other Preflight Profiles, click
to export it
to a local folder in the Action List dialog. This local folder is named after the Preflight Profile
concerned, for example: "Restrictions from PDFX-4".
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Editing a restriction
You can make changes to a restriction from within a Preflight Profile.
To edit a restriction
1. In your Preflight Profile, go to SETUP > Restrictions.
2. Select the restriction you want to edit.
3.
Double-click the restriction or click
The Action List Editor appears.
(Edit selected restriction).
4. Configure the Action List just like any other Action List (using "Select" Actions only).
• Only one selection per Action List is allowed (this includes Select Actions combined with
an operator if they result in one selection).
• If you need more complex selections, you must combine several Action Lists in one
restriction. The Action Lists are executed one after the other, as if they were two Actions
followed by an AND operator.
Tip: Click
to only see those "Select" Actions.
5. Click OK.
6. Select Reuse selection as required.
See Reusing a restricting selection on page 99
Remember that changes are only made to the version that is imported in the Preflight Profile.
To export the changes to a local folder, click
This local folder is named after the Preflight
Profile concerned, for example: "Restrictions from PDFX-4".
Using a pre-defined restriction
PitStop provides you with a number of pre-defined restrictions, which you can use as they are,
or use as a starting point for your own restrictions.
To use a pre-defined restriction
1. In your Preflight Profile, go to SETUP > Restrictions.
2.
Click
.
The Import restricting Action Lists appears, showing Action Lists with "Select" Actions only.
3. Make sure From database is selected and click Standard > Restricting Action Lists .
All standard, pre-defined restrictions delivered with PitStop are listed. To know what they
are doing, select a restriction and read the description at the bottom of the dialog.
4. Double-click the restriction of your choice.
The restriction is imported immediately in your Preflight Profile and can be used as it is.
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5.
To see the content of the restriction, or to change it as required, double-click it or click
(Edit selected restriction).
For more information, refer to Editing a restriction on page 98. Close this dialog, by
clicking OK or Cancel as required.
If you've added a restriction you eventually don't need, click
.
The restriction will be available for use in all categories of checks. Optionally, click the Create
tab in all categories button if you want to use the restriction concerned for many categories.
Adding a tab however, does not automatically enable checks, it is just a way to save time.
Importing a restriction
A restriction must be imported into a Preflight Report in order to use it.
1. Do one of the following:
•
In your Preflight Profile, go to SETUP > Restrictions and click
• In your Preflight Profile
(Import restrictions).
1. Go to CHECK ON and open a category.
2. Open the list at the top of the pane.
3. Click Import restriction...
2. Select the restriction concerned and click OK.
Regardless of where you have imported the restriction, it is listed under SETUP Restrictions and it is available in all lists on all tabs of all categories of checks. Note that
changes to the restrictions must be made through the SETUP > Restrictions section.
Reusing a restricting selection
PitStop 13 update 2 provides a new option to speed up preflight: Reuse selection. This is a new
checkbox in the Setup > Restriction section of the Preflight Profile Editor.
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Meaning
• If Reuse selection is cleared (default behavior), the restricted Action List is executed
several times as required, i.e. every time it is used for a check. For example, if five different
checks are limited to one and the same restricted selection (e.g. all objects with particular
attributes), then the Action List to select these objects is executed five times. In case of
complex restrictions, this seriously affects the time needed for preflighing the PDF.
• If Reuse selection is selected, the restricted Action List is executed only once and the
resulting selection is remembered and used for the relevant checks in the Profile. In case of
complex restrictions, this may save a lot of processing time.
Warning
Only enable this option if the selected area is NOT affected by changes initiated by the Preflight
Profile!
Example where it is safe to enable Reuse selection: If your restricting Action List selects all
objects inside contours, the selection will remain the same as long as the page layout is not
changed throughout the preflighting process. Reusing the selection will reduce the processing
time.
Example where it is not a good idea to enable Reuse selection: If your restricting Action List selects
CMYK objects and your profile converts CMYK to RGB, it's probably not a good idea to reuse the
selection, because once converted, the result of the restricting Action List may not match the
changed state of the PDF.
Note: In case of doubt, run the Preflight Profile and check if the outcome is as expected.
14.3.1.4 Configuring checks
In the Check on section, you can indicate which problems should be detected and optionally be
fixed.
To configure the checks in a Preflight Profile
1. Click a category under Check on, for example: PDF Standards or Document.
2. Determine whether or not you want to limit (some of) the checks in this category to a
particular selection:
• If the checks should apply to the whole document, make sure Not restricted is selected
from the list in the top left corner of the tab.
• If the checks should apply to a particular part of the document, select a restriction from
the list in the top left corner of the tab.
If you need a restriction that is not in the list, import a new restriction. See Importing a
restriction on page 99.
3. Select the Enable checks of <selected restriction> or the Enable checks without restriction
checkbox as required.
This activates the checks in the left part of the pane. They will no longer be grayed out.
4. Double-click the profile checks you want to add to your Preflight Profile, for example PDF/X
Compliancy (in the PDF Standards category) or Binding (in the Document category).
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For more information about a check, hover your cursor over it. A tooltip with additional
information will appear.
Tip: You can also find an overview of all checks on the Enfocus website. Go to the
product page of the product concerned and click the Manuals tab).
The enabled checks are available in the right pane.
5. Configure each check separately as follows:
Area/button
Do the following:
Under Problems to
detect
Specify what exactly should be checked, i.e. enter or
select the required values.
Under Type
Indicate how the detected problem should be listed in
the Preflight Report:
• Warning : Warnings are no real problems, but
you may want to be informed about them. In a
Certified PDF workflow, warnings are not blocking.
• Sign-off : If a problem is set to Sign-off , the
user can decide to handle the problem as a
warning and sign off on it, thus allowing the PDF to
pass preflight. Note that sign-offs are only possible
in a Certified PDF workflow.
• Error:
Errors are considered severe problems.
In a Certified PDF workflow, they block the PDF
from being certified OK.
Under Fix
automatically
If PitStop should automatically fix the detected issues,
you should select this checkbox and (if applicable),
enter the required details.
Note: You may want to just log the problems
and not fix them yet, or manually fix the
problems using the Enfocus Navigator. In that
case, do not select the checkbox.
If you want to customize the message that will appear
in the Preflight Report (if the problem concerned
is detected), click this button. This is useful if the
"default" message is rather technical, and you want to
make it easier to understand. If the default message
has been modified, the button changes (a small
checkmark is added):
.
For more details, refer to Customizing report messages
on page 103.
Click this button to remove the check from the active
tab.
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Area/button
Do the following:
Instead of fixed values, you can also use variables to
configure the checks. For example, instead of entering
a fixed minimal text size which you have to adjust for
each document you're preflighting, you could use a
variable "text size". When running a Preflight check
with this Profile, a dialog will pop up allowing you
to define the required text size for that particular
document.
Note: If these variables should be used for all
checks on the tab, click the Actions link in the
top right corner of the tab and select Enable
Variable Names.
For more details, refer to Applying variables to a check
in a Preflight Profile on page 102.
6. Repeat the previous steps for each problem in the selected category you want to check and/
or fix.
7.
If you want a different restriction for another set of checks, click
to add a new tab and
select the restriction concerned. You should configure the checks for each tab separately.
Note: If the plus button is grayed out, all (imported) restrictions are already used for
that category of checks. If you want to add an additional tab, you must first import a
new restriction. This will activate the plus button and allow you to add a new tab for
that restriction.
Applying variables to a check in a Preflight Profile
Variables allow you to process different jobs and job types with one Preflight Profile; instead of
using fixed values, you enter a variable which is defined when running the Preflight Profile.
Note that you need to have defined a Variable Set with Smart Preflight variables before you
can use variables in a Preflight Profile. For more information, refer to the chapter about Smart
Preflight in the PitStop Pro Reference Guide on the Enfocus website. This topic only explains
how you can add variables to your Preflight Profile.
To use variables in a Preflight Profile
1. In your Preflight Profile, open the CHECK ON: category for which you want to use a variable.
2. Do one of the following:
• If a variable should be used for all checks on the tab, click the Actions link in the top
right corner of the tab and select Enable Variable Names. A button
appears next to
the checkbox of Enable checks without restriction/Enable checks of <restriction>.
• If a variable should be used for one particular check, in the attributes of the check
concerned, click the Enable Variable Names button
property where it is relevant.
. A button
appears next to each
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3. Click
next to the property for which you want to use a variable.
Note that this button is only shown when the check can have a variable applied.
4. In the Select a Variable dialog, make sure Use a Variable from the selected Variable Set is
selected and select a Variable Set as required.
5. Double-click the variable you want to use for the property concerned.
Only the variables that match the type required for the property concerned are shown. For
example, if you want to define the page width, you need a variable of the type Length.
The name of the variable is shown in the Preflight Profile.
Customizing report messages
The default messages shown in the Preflight Report and the Enfocus Navigator can be
customized in several ways. You can for example:
• Rephrase the default text
• Add extra information (e.g. what to do in case of problems)
• Add a link to a web page with more information
To do so, proceed as follows:
1. In the attributes of the check concerned, click the Customize report message button
The Customize Report Message dialog appears.
.
2. From the list at the top, select the language for which you want to change the message.
Select All if you want to display a particular message regardless of the PitStop language.
The default message is displayed in the first field. If the message contains variables, you can
make them visible by selecting the Show variables checkbox: the variables are enclosed in
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% signs. To preview the end result (variables replaced with the actual values), you should
clear the checkbox again.
3. Enter a new message in the second field.
If you don't, the default message will be used.
Tip: We recommend copying the message from the first into the second field
(making sure Show variables is selected). That way you're sure the variables are
written correctly. If a variable contains a typo, it will not be recognized as such and it
will be considered a fixed string.
Special cases
• Built-in configuration variables refer to the options in the attributes of the check. If
you clear the Show variables checkbox, you can see what they refer to. In the example
below, %Comparator% refers to the value chosen from the list ("not equal to") and
%ReferenceNumberOfPages% refers to the entered value.
• Square brackets such as "[]" inside a variable indicate that the variable may be
replaced with more than one value, depending on what's found in the PDF. For example,
"%[]fontName%" means that more than one font name may be mentioned in the
message. If written like this, the font names are listed, one after the other. If the square
brackets are removed, you'll have a separate message on a separate line for each
different font name. See the example below:
• Square brackets enclosing 3 dots such as "[...]" inside a variable refer to a range, e.g.
%[...]ActualPointSize% means that the smallest and the largest point size found in the
document will be mentioned in the message, separated by three dots. Values inbetween
will not be mentioned. If you remove the three dots, all values found in the document
will be mentioned (separated by a comma). Alternatively, you could remove the square
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brackets, resulting in one separate message per point size value. See the examples
below:
Note: Make sure to use the correct notation; if you omit one dot, or write 4 dots,
this will not work!
• If you want to display a link in a report message, simply type the URL (e.g. http://
www.enfocus.com). When users click this URL in the Preflight Report, the corresponding
web page will be opened.
• Note that a small number of messages cannot be customized, because they are
generated "on the fly". For these messages, you'll see a warning: "This Action has no
customizable messages".
4. Click the navigation button(s) at the bottom of the dialog, to navigate to other messages
originating from the same check and configure them in the same way.
This is the case if the check has several distinct options, e.g. the "Empty page" check allows
you to check if the whole page is empty, or if it is empty inside a particular page box. For
each of these options, a separate message is available. Note that Restore Defaults resets
all these messages (not only the one that is shown).
5. Click OK.
In the Preflight Profile, the button has changed ( ). If you ever want to return to the default
message, just click the button again and choose Restore Defaults.
14.3.1.5 Adding Actions to the Preflight Profile
Before you perform a preflight check, you may want to edit your PDF document first, for
example run a number of Action Lists to correct or change colors. Instead of running these
Action Lists separately and then performing the preflight check, you can include them in your
Preflight Profile. You will then kill two birds with one stone:
• First, the changes defined in the embedded Action List(s) are applied.
• Then, the checks defined in the embedded Action List(s) are applied.
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• Finally, the checks and fixes included in the Preflight Profile are applied.
To add Action Lists to a Preflight Profile
1. In the Enfocus Preflight Profile Editor, under Extra, click the Action Lists category.
In the upper part of the dialog, you can add Action Lists containing "Change" Actions only,
whereas in the lower part, you can add Action Lists containing "Check" Actions only.
2. If you want to limit the Actions to a particular part of the document, select a restriction from
the list at the top of the pane.
• If you need a restriction that is not in the list, import a new restriction. See Importing a
restriction on page 99).
•
If you want a different restriction for another set of Action Lists, click
and select the restriction concerned.
to add a new tab
3. Add the required Action Lists. Proceed as follows:
•
To add an Action List, click
.
•
To remove an Action List, click
.
• To make changes to an Action List from within the Preflight Profile, click the Edit Action
List button.
Note: You are editing a copy of the Action List that exists within the Preflight
Profile. You are not changing the version within the Action List Database!
• If you have added several Action Lists, to change the order in which they will be executed,
click
or
as required.
Note:
• Running two or more Action Lists in a different order may produce a different
result. You may want to test this first.
• You can export an Action List, for example after you have edited it. To do so,
select the Action List concerned and click the Export Action List button.
By default, the added Action Lists are turned on, meaning that they are always executed
when the Profile is run. You can manually turn off an Action List (if you don't need it), by
clearing the On/Off checkbox in the Preflight Profile. In that case, it will not be used.
Alternatively, you can enable Action lists based on a variable. This means that the value
of the variable determines whether or not the Action List is executed when running the
Preflight Check (see next step). Refer to the PitStop Server Reference Guide on the Enfocus
website (chapter about Smart Preflight).
4. To use variables to enable or disable the Action Lists within a Preflight Profile:
a. Click the Actions menu in the top right corner of the Preflight Profile Editor.
b. Click Enable Variable Names.
The variable button appears between the On/Off checkbox and the name of the Action
Lists.
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c. Click next to the Action List for which you want to use a variable.
d. Select a Variable set (if the default one is not the desired one) and a variable, and click
OK.
The Variable's User Readable Name is displayed within the square brackets of the
variable button.
If you don't want to use variables for all Action Lists, leave the variable button as it is. The
state of the On/Off checkbox determines whether or not the Action List will be executed.
14.3.2 Locking a Preflight Profile with a password
You can secure your Preflight Profile, or part of it, with a password to prevent others from
changing its settings. This may be convenient when the Preflight Profile is shared among
multiple users. You can lock a Preflight Profile with a password when you create the Preflight
Profile or you can add a password afterwards.
1. Open the Preflight Profile Panel.
See Where to find Preflight Profiles in PitStop Server on page 88.
2. Double-click the Preflight Profile you want to lock.
3. In the Enfocus Preflight Profile Editor, open the Setup - General section.
4. In the Permissions section, select the appropriate permission level from the Profile is list:
Restriction level
Meaning
Not locked
None of the settings of the Preflight Profile will be
locked. Anyone can change any setting.
Partially locked
Everything is locked, except for the actions you allow
using the options underneath the list:
• Allow changing 'Allow fixes' (under Problem
Handling)
• Allow changing 'Allow sign-off' (under Problem
Handling)
• Allow changing 'Log fixes' (under Problem
Handling), 'Preflight Report' (i.e. options under
Preflight Report) and 'Color management' settings
(options not under General, but under SETUP Color Management).
Locked
Nothing can be changed. Users can only select the
Preflight Profile and run it in their PDF document.
5. If you have decided to set a password, click Set Password.
6. Enter a password and confirm it.
The password can include:
• Uppercase and lowercase letters
• Any character on the keyboard
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• Spaces
7. Click OK.
8. To save the Preflight Profile, click OK.
14.4 Smart Preflight
14.4.1 About Smart Preflight
Smart Preflight is a functionality that allows you to handle many different job types and
specifications by using only one Preflight Profile. This is possible, thanks to the use of variables.
For example, if one of your preflight settings checks the page size, it is sufficient to define one
Profile using a variable with the most commonly used page size (e.g. A4) as the default. If a
document type with a different page size comes in (e.g. a leaflet or a newspaper), you can select
the required page size from a pre-defined list or type the appropriate value (depending on how
the variable is defined) in the dialog that pops up when running the preflight check.
There are two types of variables:
• Constant variables are variables that get their value from user input (in PitStop Pro, as in the
example above) or from a Job Ticket or a database (in PitStop Server and Connect):
• In PitStop Pro, a dialog pops up just before running the preflight check. You can manually
enter the required values.
• In PitStop Server, you must send an XML/JDF Job Ticket along with the PDF. The
information in this Job Ticket (e.g. the page size) is used to determine the value of the
variables.
• In the PitStop Server Configurator (for use with Switch), the information can be taken
either from a Job Ticket or from a database.
• In Connect, you can create Job Tickets that collect job information for each document
processed by a Connector. The metadata in these Job Tickets will be used to determine
the value of the variables.
• Rule-based variables are variables of which the value is calculated based on other variables
(possible in all Enfocus products)
For example, suppose you want to check the ink coverage using a Preflight Profile. The
optimal ink coverage depends on several different factors, just like the paper type and the
printing method. Without variables, you must define different Profiles for each combination
of paper and printing method, each with fixed total ink coverage values (e.g. Profile 1 for
Uncoated + Sheetfed Litho and Profile 2 for coated + Sheetfed Litho, ...). However, using
variables, you can define one Profile and enter the required information for the job (paper
type and printing method) to calculate the optimal ink coverage at run-time.
These two types of variables can be combined (i.e. rule-based variables calculated based on
a drop-down of constant variables), making it possible to configure multiple checks and fixes
based on a single user input (PitStop Pro) or on only one value in a Job Ticket or database.
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Constants
Constants
Constants
User
input
Job
Tickets
Databases
Rulebased
PitStop Pro
PitStop Server
PitStop Server with Enfocus Switch
Enfocus Connect/Connectors
Note: Variables can be used in Action Lists as well, in a similar way as in Preflight.
14.4.2 Getting started with Smart Preflight
Variables and Variable Sets
Before you can start working with Smart Preflight, you need to define the variables you want to
use and save them within a Variable Set (a file format which can be exported and imported).
When defining your Preflight Profile, you can then select the variables you need from this
Variable Set. Note that you can create different Variable Sets (e.g. if you would like to define
different Variable Sets for different document types or different Enfocus products) and that
a Variable Set can contain as many variables as required. However, you can apply only one
Variable Set at a time (e.g. one per hot folder in PitStop Server, one active Variable Set in PitStop
Pro) and it should match the Variable Set used in the Preflight Profile concerned.
Note: PitStop Pro and PitStop Server can share the same Smart Preflight Variable Sets,
much like they can share Preflight Profiles or Action Lists. However, some variable
types (see further) are useful in PitStop Pro only and others work only in PitStop Server.
Unsupported variables will use a default value or will generate a failure.
How to decide which preflight settings could be configured as variables?
Good candidates are preflight settings that can change from job to job, for example:
• Trim page size
• Total ink coverage
• Number of colors defined
Preflight settings that are often the same can better be configured as fixed values. Some
examples:
• Embedded fonts
• Security settings
• Document contains pre-separated pages
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Getting started
The following topics explain step by step how to configure a Variable Set and how to use the
variables in your Preflight Profiles.
14.4.3 Setting up Smart Preflight
14.4.3.1 Smart Preflight setup: overview
This topic describes the steps required to set up and use Smart Preflight.
1. Configure a Variable Set:
a. Create a Variable Set.
b. Define the Variables to be used.
2. Apply the Variable Set.
3. Optionally, enable the use of a Job Ticket.
4. Apply the variables to the appropriate checks in your Preflight Profile.
5. Run the Preflight Profile with the variables enabled.
14.4.3.2 Configuring a Variable Set
Creating or editing a Variable Set
You need a Variable Set (which contains the variables you need) in order to use variables in a
Preflight Profile or Action List. You can create a new one or re-use an existing one (i.e. add any
new variables as required).
Important: Although you can create more than one Variable Set, we recommend that
you keep all your variables in one Set. Only if you are working with both PitStop Pro and
PitStop Server, you might consider using different sets. However, if you use variables
of different Variable Sets within a single Preflight Profile, only the "active" (applied)
Variable Set variables will contain values. Variables used from inactive Variable Sets will
be blank!
To create or edit a Variable Set
1. Select Window > Variable Sets .
The Variable Set Panel appears, displaying all the installed Variable Sets as well as any local
Variable Sets that have been defined.
2. Do one of the following:
• To edit an existing Variable Set, double-click the Set concerned.
•
To create a new Variable Set, from the actions menu (
), select New > New .
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The Enfocus Variable Set Editor appears.
3. Enter the appropriate details (a meaningful name and a description) and lock the Variable
Set if required.
See Locking a Variable Set (optional) on page 111
4. Define the Variables you need.
See Defining Smart Preflight variables on page 111
5. Click Save.
The new Variable Set is saved to your Local PitStop Server folder.
Note: This Local folder is shared with any other Enfocus applications that you may
have installed.
Locking a Variable Set (optional)
You can lock a Variable Set with a password, to prevent other users from editing the Variable Set
and viewing details when they open it in the Enfocus Variable Set Editor.
To lock a Variable Set
1. Open the Variable Set.
See Creating or editing a Variable Set on page 110
2. In the Enfocus Variable Set Editor, click SETUP > General .
3. From the Permissions list, select Locked.
4. Enter a password and repeat it.
Note that you can change the password at any point of time if required, by clicking the
Change Password button.
5. Click OK.
6. Click Save.
The Variable Set is locked. Users wanting to edit or view the details of the Variable Set must
click the Lock icon
and enter the correct password.
Defining Smart Preflight variables
The Smart Preflight variables for use in Preflight Profiles must be defined before you can use
them. This topic explains how you can create and define new variables.
To define Smart Preflight variables
1. Open the dialog with the Variable Set that will contain the new variable.
See step 1 of Creating or editing a Variable Set on page 110.
2. In the left part of the Enfocus Variable Set Editor, under Variables, click
.
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3. Enter the required details for the new variable:
Field
Meaning
Name
Choose a meaningful name, for example, the check the
variable is intended for.
This name will be visible in the Preflight Profile editor or in
the Action List editor, when applying a variable to a check
or fix (see Applying variables to a check in a Preflight Profile
on page 123). For this reason, it is advisable to keep this
name as short as possible.
Tip: For use with PitStop Server and an XML/JDF
data field, you could choose a name that reflects
that field.
User Readable
Name
Use this field if the variable name is too technical or too
short to be clear enough.
Type (First list)
Choose the appropriate type. Refer to Smart Preflight
Variables: types on page 113.
Type (Second list)
The type of the values produced by this variable. For
example, if a variable for a trim page size is to be created,
then it must have a "Length" variable type. If a variable is
needed to select or deselect a check box (such as to turn
on a correction), then a Boolean variable type needs to be
defined. Some examples for each option:
• Number - Page count, Number of separations, etc
• Length (i.e. a number of measurement fields) - Page trim
size, bleed amount, etc
• String - Entry for a metadata field
• Boolean - Selection for any checkboxes
Note: Make sure that this value type matches
the preflight check setting it is intended for.
When applying variables to a preflight check
setting, only the variables that match that type of
entry will be displayed.
Type (Third list)
In case of a Job Ticket in combination with value type
"Length", a third list is available, allowing you to choose the
appropriate unit, for example "Points", "Inches", ...
Note: The unit displayed in the Default Value field
(lower) depends on the application Preferences.
Description
Optionally, provide a brief description.
4. Proceed with the fields in the lower part of the dialog.
This part of the procedure depends on the chosen variable type:
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• Constant variable definition on page 114.
• Rule based variable definition on page 115.
• Job Ticket variable definition on page 118.
Note: For example variables, have a look at the Smart Preflight Variable Set PitStop Pro - v1.1. (available under Standard > Smart Preflight ).
5. Click
to see how the variable will be presented to the user.
See Testing variables in a Variable Set on page 121. This option is not available in Switch.
6. Click Save.
Smart Preflight Variables: types
When defining a variable, you must choose a type. The table below gives an overview of the
available variable types per application and explains their meaning.
Type
Meaning
Application
Constant
In PitStop Pro, when a Constant variable is applied
to a preflight check, a default value will be displayed
to the operator, allowing him to override it before
running that preflight check. Constants can be a text
string, a number, a length (i.e. a measurement) or a
boolean (yes/no or on/off) value.
PitStop Pro/Server
PitStop Server
Configurator in
Switch
Enfocus Connect
Constant variables are available in PitStop Server to
stay compatible with PitStop Pro. Only their default
value is used when processing. No choice to override
their value is given at the time of processing, since
PitStop Server is intended to process files completely
"hands-off".
Rule Based
Job Ticket
A Rule Based variable allows you to take values from
other variables and use them to create a new value,
based on different conditions. For example, variables
representing paper type and printing method could
both be used to define the value for the necessary
Total Ink Coverage.
PitStop Pro/Server
Job Ticket variable values are extracted from an
XML/JDF file submitted to PitStop Server or a
Connector in conjunction with the PDF job file. These
variables can either change a single setting or be
linked to Rule Based variables for more complex
processing.
PitStop Server
PitStop Server
Configurator in
Switch
Enfocus Connect
Enfocus Connect
Note: The Job Ticket variables of the PitStop
Server cannot be used in Switch. However,
you can change the Job Ticket variables
to either Text with Variables or Script
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Type
Meaning
Expression and modify them to correspond to
the behavior of Switch.
Application
Text with
variables
Variable values are defined using the Switch
variables.
Script
expressions
Variable values are defined using JavaScript.
PitStop Server
Configurator in
Switch
PitStop Server
Configurator in
Switch
Constant variable definition
Options
The following table gives an overview of the constant-specific options.
Option
Description
Default Value
Fixed value, which will be used when PitStop Server runs a Preflight Profile
that needs this variable.
Note: Constant variables used in PitStop Server cannot be
manipulated by the user. Hence, PitStop Server will only use the
default value.
Allow manual
input
Show a
predefined
list of values
Enables users to type values when they run the Preflight Profile.
Enables users to select a predefined value from a list of values.
If the value type is Number or Length, you will have the possibility to mask
the value and provide an alternate name for the user.
Tip: You can change the order of the items in the list by just
selecting a value and dragging it up or down and dropping it in the
desired position.
Example
Below you can see an example of a constant variable definition (left) and the resulting list the
users will see when running the Preflight Profile (right).
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.
Combining options
Allow manual input and Show a predefined list can be combined. The following table explains
what this means.
Selected options
Meaning
Both enabled
Users can either select a value from the predefined list
but or manually enter a value.
Users will see the default value in a read-only text box.
They cannot change it.
Users can manually enter a value. There is no list to
choose from.
Users can select a value from the predefined list. They
cannot enter a value themselves.
Both disabled
Only Allow manual input
enabled
Only Show a predefined list
enabled
Rule based variable definition
About rule based variables
The concept of a rule based variable is to build a variable that will change based on the state of
another setting. For example:
Rule based variable "Image Resolution" is defined as follows:
IF "Job type" is "Offset" THEN set "Image Resolution" to 300 ppi
ELSE
IF "Job type" is "Digital", THEN set "Image Resolution" to 150 ppi
Rule based variables get their values based on one or more rules. Each rule has two parts:
a condition to trigger the rule (IF) and the value to be used when that condition is triggered
(THEN).
The condition contains one or more comparisons of a variable with a value. In the above
example, the variable "Job type" is compared with the value "Digital". These comparisons can
be combined with "AND" and "OR" to create complex conditions.
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If a rule is not triggered, the next rule is tried. There must be an ELSE rule at the very end, that
is triggered if none of the conditions are met.
Because a rule based variable always needs to be compared with one or more other variables,
you will always need to create at least one other variable to make a rule based variable work. In
the above example, you need to know the value of the "Job type" variable in order to determine
the value of "Image Resolution". In PitStop Server, the variable to compare with will usually be a
Job Ticket variable. In PitStop Pro, this will usually be a constant variable which offers the user
a list of predefined constant values to choose from.
How to proceed
Proceed as follows:
Note: Before starting the configuration in the software, we recommend writing down
the rule for yourself (using IF/ELSE statements). This will make clear which variables
you need.
1. Define the variable(s) you need.
2. Define the rule based variable itself:
• Choose Rule Based as Type and determine the value type, for example "Number".
• Build the rules:
• The first list (preceded by "IF") allows you to select any earlier defined variable.
• Choose "is", "is not", "begins with", ... as required and enter or select the appropriate
value. Options depend on the variable chosen in the previous step.
• Click the appropriate operator (AND/OR). (The chosen operator is added to the rule.)
AND/OR statements will add a condition to the selected rule, making the rule
dependent on two or more conditions.
• Enter/Select the resulting value (the type depends on the chosen value type).
• If required, click ELSE to add an alternative rule to the overall variable (=IF) and
proceed in the same way.
• Determine what should happen in case none of the conditions are met. You can either
generate a failure (so the preflight check will generate a preflight error) or enter a
default value.
3. Save the Variable Set.
Example 1
Below you can see the definition of the "Image Resolution" rule based variable (value type =
Number). It makes use of an earlier defined variable: "Job type", which is a constant (text)
variable with "Offset" and "Digital" as possible values.
Depending on the value of "Job type", the Image Resolution will be different (300 or 150). If the
Job type is different from the ones for which a rule has been configured, a preflight error will be
generated.
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Example 2
Below you can see the definition of the "Convert to grayscale" rule based variable (value type =
Boolean). It makes use of an earlier defined variable: "Color conversion", which is a constant
(text) variable with "Grayscale" as one of the possible values.
If the value of the "Color conversion" variable is "Grayscale", the value of "Convert to grayscale"
will be "Yes". If this is not the case (e.g. Color conversion is "CMYK"), the value of "Convert to
grayscale" will be "No" (=default value).
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Job Ticket variable definition
About Job Ticket variables
Job Ticket variables are defined from an XML/JDF Job Ticket file. These files may vary based
on the source of the Job Ticket. A sample XML/JDF Job Ticket file is needed to easily locate the
appropriate data needed for the variable.
Note: The XML/JDF job tickets are required to be submitted to the PitStop Server hot
folder together with the corresponding PDF file. If a match between a PDF file and its
corresponding job ticket cannot be made within the user specified timeout value, the
individual PDF or XML will be rejected to the defined error folder.
XPath
To select the XPath from a sample file, proceed as follows:
1. In the Variable Set Editor (Variable Value section), go to the XPath field and click Browse.
This opens a dialog.
2. Select your sample Job Ticket file. It can be located anywhere on your local system as only
the internal XPath is required. Once your sample job ticket is selected, all the internal data
fields will be visible.
3. Navigate through the data fields and select the correct data field needed for the check
you’re creating. The XPath field is filled in automatically based on your selection.
4. Click OK.
If necessary it is also possible to manually edit an XPath if you require a more advanced method
to return a value from your job ticket.
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Tip: XPath definitions and values obtained from an XML/JDF job ticket can be verified in
the Variable Set Tester. Refer to Testing variables in a Variable Set on page 121.
XPath offers a number of functions to perform additional operations on location paths, for
example: count() to return the number of times a certain node is present or to count the number
of nodes under the color nodes in order to know the number of separations, sum(), ceiling(),
floor(), string-length() and so on. For more information about the XPath format, refer to http://
www.w3.org/TR/xpath/.
Text manipulation options
It's possible the values returned from the Job Ticket may need to be manipulated in order to get
the result desired for the Preflight Profile or Action List. The following options help you quickly
extract the information needed.
Manipulation
Description
Example
Trim leading whitespace
Removes any extra spaces
at the beginning of a result
string
Removes any extra spaces
at the end of a result string
Combines sequences of
whitespace into a single
space character
Leaves the result
unchanged
Converts all text to
lowercase
Converts all text to
uppercase
Captures all data after a
character or phrase
Changes " sample" to
"sample"
Trim trailing whitespace
Merge adjacent whitespace
Case: Unchanged
Case: Convert to lowercase
Case: Convert to uppercase
After
Before
Captures all data before a
character or phrase
Segment
Allows you to capture
a specific segment of
text from a result. This
manipulation is expressed
numerically as one or
more ranges of character
positions, using "-" to define
a range and "," to separate
the ranges
Allows you to use "Regular
Expressions" (RegExp) to
Search
Changes "sample " to
"sample"
Changes "Sample Text" to
"Sample Text"
No changes to result
Changes "Sample Text" to
"sample text"
Changes "Sample Text" to
"SAMPLE TEXT"
The complete result is
"Sample Text 1234". You
need "1234" for your value.
Entering "Text " in "After"
will return "1234" as the
result
The complete result is
"Sample Text 1234". You
need "Sample" for your
value. Entering " Text"
in "Before" will return
"Sample" as the result
The complete result is
“Sample Text 1234”. The
“T” in “Text” is the 8th
character, the ending
“t” is the 11th character
and "4" is the 16th. So
segment “8-11,16” will
return “Text4” for the result
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Manipulation
Description
manipulate your results. If
the original string matches
the specified regular
expression (case sensitive),
the result is the part of the
string that matches the
expression.
Example
Tip: To check modifications, use the Variable Set Tester. Refer to Testing variables in a
Variable Set on page 121.
Example
Below you can see the definition of the "Company" Job Ticket variable (Text). The XPath is
set using a sample Job Ticket, with ENFOCUS SOFTWARE as example value. A couple of
text manipulation options were selected, for example the option to convert all characters to
lowercase. As a consequence, when verifying the variable, you'll see that the string "ENFOCUS
SOFTWARE" has been changed to "enfocus software". This may be useful to match company
names with entries in a database, to use them as part of a file name, ...
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Testing variables in a Variable Set
In the Enfocus Variable Set Editor, you can review and verify settings within a Variable Set to
ensure the variables work as expected. For example, you can verify whether values from XML/
JDF Job Ticket file are read correctly.
Note: This doesn't change any settings, it merely simulates the use of the Variable Set.
To check the variables in a Variable Set
1. In the Enfocus Variable Set Editor, click
.
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All the variables within the current Variable Set are displayed with the default values or (in
case of Job Ticket variables) with the values taken from the last XML/JDF job ticket loaded
(if any).
2. Verify the different aspects of your variable, for example:
•
•
•
•
•
Are the default values as expected?
Is manual input allowed or forbidden (as configured)?
If you have defined a number of choices, are these choices presented as expected?
In case of a rule based variable, does it work correctly?
In case of a Job Ticket, are the correct values taken from the Job Ticket?
Using Job Ticket variables? In that case, you can test the variables with a Job Ticket with
different values; just load a different Job Ticket by clicking the Browse button at the top of
the Enfocus Variable Set Tester.
Job Ticket variables and their values will be displayed based on the file loaded along with the
XPath expression and any modifications to that field based on the variable settings. If there
is an error in the XPath expression or if the requested field does not exist in the sample
XML/JDF file, the variable will be displayed in red. Errors in Job Ticket values may be the
result of errors in any manipulations defined or errors in the XML/JDF sample file. Errors in
the XPath expression or manipulations can be corrected by editing the offending variable.
3. If you have changed values, you may want to display the default values again:
• To restore the defaults for all variables in the Tester, click Restore All Defaults button at
the bottom of the dialog.
•
To restore the default of one particular variable, click
next to this variable.
14.4.3.3 Applying a Variable Set
In order to be able to use Smart Preflight, you must "apply" the Variable Set that contains the
variables used in the Preflight Profile or Action List(s) selected in the Action List and Preflight
Profile category of the Hot Folder Editor. If the Variable Set does not match what has been used
in the Preflight Profile or Action Lists, the workflow will not activate.
To apply a Variable Set
1. In PitStop Server, open the Hot folder Editor.
2. Select Smart Preflight.
3.
Click
and select the Variable Set you want to apply.
4. Click OK.
14.4.3.4 Enabling the use of a Job Ticket
If variable values should be taken from a Job Ticket, you should define its name in the Hot
Folder setup.
To enable the use of a Job Ticket in PitStop Server
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1. In PitStop Server, open the Hot folder Editor.
2. Select Smart Preflight.
3. Under Job Ticket file Matching, make the appropriate choices:
• Select the Use Job Ticket checkbox and type the name of the associated Job Ticket file,
or define the file name pattern using variables. There are two variables available: one
to duplicate the source PDF file name and one for the file extension. The hot folder will
process incoming files in pairs: a PDF file and the matching job ticket XML/JDF file. As
long as only one of both required files has arrived in the input folder, PitStop Server will
wait for the other one.
• Select the Time Out checkbox and indicate how long PitStop Server should wait before
rejecting any orphaned documents or Job Tickets. Determine where orphaned files
should be moved to. If no folder is specified, the files (orphaned original document and
Job Tickets) will be deleted.
• Indicate what should be done with the Job Ticket after processing, by selecting the
appropriate option from the Transfer Job Ticket list. You can can either move it to one of
the folders in the hot folder setup (reports, original or processed documents), or you can
delete it.
4. Click OK.
14.4.3.5 Applying variables to a check in a Preflight Profile
Variables allow you to process different jobs and job types with one Preflight Profile; instead of
using multiple Profiles with different, fixed values, you enter a variable which is defined when
running the Preflight Profile.
Note that you need to have defined a Variable Set with Smart Preflight variables before you can
use variables in a Preflight Profile.
Note: In Switch (for use with the PitStop Server Configurator), you cannot create or edit
a Preflight Profile; you need PitStop Pro or PitStop Server to do so.
To use variables in a Preflight Profile
1. Click Window > Preflight Profiles and double-click the Preflight Profile concerned.
2. In your Preflight Profile, open the CHECK ON: category for which you want to use a variable.
3. Do one of the following:
• If a variable should be used for enabling or disabling all checks on the tab, click the
Actions link in the top right corner of the tab and select Enable Variable Names. A button
appears next to the checkbox of Enable checks without restriction/Enable checks of
<restriction>.
• If a variable should be used for one particular check, in the attributes of the check
concerned, click the Enable Variable Names button
property where it is relevant.
. A button
appears next to each
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4. Click
next to the property for which you want to use a variable.
Note that this button is only shown when the check can have a variable applied.
5. In the Select a Variable dialog, make sure Use a Variable from the selected Variable Set is
selected and select a Variable Set as required.
6. Double-click the variable you want to use for the property concerned.
Only the variables that match the type required for the property concerned are shown. For
example, if you want to define the page width, you need a variable of the type Length.
The name of the variable is shown in the Preflight Profile.
14.4.3.6 Running a Smart Preflight check
If your Preflight Profile contains variables, when running a preflight check, the variable values
cannot be entered by the user, as PitStop Server is an automated system, without manual
intervention. Instead, the values are taken from a Job Ticket - at least if the variable type is "Job
Ticket". If this is not the case (i.e. if the variable type is "rule based" or "constant"), the default
values are used. See also Smart Preflight Variables: types on page 113.
Note that all PDF files arriving in a hot folder for which preflight has been enabled will be
preflighted. No additional setup is required.
14.4.4 Using Smart Preflight variables in Action Lists
Smart Preflight variables can also be used in Action Lists.
14.4.4.1 Using variables instead of fixed values in Action Lists
You can also use Smart Preflight variables to define attributes of your Actions contained in your
Action Lists. The advantages are the same as for Preflight Profiles, i.e. you don't need different
Action Lists but you can dynamically modify the values just before running the Action or by
taking them from a Job Ticket or database.
This topic explains how you can configure an Action to use variables instead of fixed values.
Note: In Connect and in Switch (for use with the PitStop Server Configurators), you
cannot create or edit Action Lists; you need PitStop Pro or PitStop Server to do so.
To define your Actions using variables instead of fixed values
1. Click Window > Action Lists and double-click the Action List concerned.
2. Select the Actions you want to define using a Smart Preflight variable.
3. Click the Actions link (in the top right corner of the attributes for the Action concerned).
4. Select Enable Variable Names.
This option is only available if it is relevant for the Action concerned.
The icon
5. Click
appears where it is possible to use a variable.
.
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6. Select the variable you want to use.
You will only see the variables that can be used in the field concerned. Note that you can
choose a different Variable Set if necessary.
7. Click OK.
14.4.4.2 Running an Action List with Smart Preflight variables
enabled
If your Action List contains variables, when running it, the variable values cannot be entered by
the user, as PitStop Server is an automated system, without manual intervention. Instead, the
values are taken from a Job Ticket - at least if the variable type is "Job Ticket". If this is not the
case (i.e. if the variable type is "rule based" or "constant"), the default values are used. See also
Smart Preflight Variables: types on page 113.
Note that all PDF files arriving in a hot folder for which an Action List has been added will be
processed using that Action List. No additional setup is required.
14.4.5 Troubleshooting for Smart Preflight
Following topics explain how to fix some issues you may run across while working with Smart
Preflight.
14.4.5.1 Variable not available to apply a preflight check
Issue
Although the variable is present in the Variable Set, you are not able to select it for a particular
preflight check.
Cause/Context
When configuring a preflight check, you must first select the Variable Set concerned. Only
variables that belong to this set can be applied.
Variables are (among others) defined using a particular type (Constant, Rule Based, Job Ticket)
and value/measurement type (Number, Length, String, Boolean). This value type must match
the preflight check settings it is intended for, otherwise it is not displayed when you try to select
it.
Fix
Make sure the correct Variable Set is selected. If the variable you want to use is present in a
different Variable Set, you may decide to switch Variable Sets or add the variable to the currently
selected Variable Set.
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Next, review the variable and ensure it's defined as the right "value type" (Number, Length,
String or Boolean) to match the preflight check.
14.4.5.2 Not possible to enable hot folder
Issue
Your hot folder with Smart Preflight turned on cannot be enabled.
Cause/Context
The variables used in the Preflight Profile set for the current hot folder must be contained in the
active Variable Set for that workflow. If that is not the case, you cannot enable the hot folder.
Fix
Check the Smart Preflight settings under the hot folder setup for that workflow and ensure you
have the correct Variable Set selected.
To do so:
1. Open the PitStop Server Hot Folder Editor and select Action Lists and Preflight Profile.
2. Check the content of the selected Preflight Profile.
Note: A quick way to open this Preflight Profile: click
Profile concerned.
and double-click the
3. Go to the Check on: section in the Preflight Profile and click an activated variable. In the
Select a Variable dialog that appears, you can see the name of the used Variable Set.
4. Make sure that this particular Variable Set is also selected in the Hot Folder Editor under
Smart Preflight.
14.4.5.3 Variable Set not supported
Issue
While importing a Variable Set, you get one of the following errors:
• This Variable Set has settings not supported by this version of software. These may be
changed or removed when editing the Variable Set.
• The selected Variable Set has been created with a more recent application and cannot be
used.
Cause/Context
Variable Sets created with earlier versions of the software are always compatible with new
versions. You can import them and use any new features of the software as required. No error
messages will be shown.
Variable Sets created with newer versions of the software than the one you're using can be used
as long as no new settings were used (as they are not supported by the software). If there is a
version mismatch, one of the above mentioned error messages appears.
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Fix
If you can import the Variable Set, remove or change the variables containing settings that are
not supported.
If you cannot import the new Variable Set, you can either upgrade the software (recommended)
or re-create the Variable Set using the older version of the software.
Note that, while saving Variable Sets, Enfocus PitStop Pro will automatically choose the lowest
possible Variable Set version number to ensure maximum portability.
14.4.5.4 Red exclamation mark in front of a variable
Issue
When opening your Variable Set in the Variable Set Editor, you notice that one or more variables
in the Variable Set have a red exclamation mark in front of them. Possible warnings:
• The variable uses the unkown variable type ... and cannot be edited.
• Variables from ... are not supported because ... Module is not licensed.
Cause/Context
Not all variable types are compatible with all Enfocus products. For example, "Text with
Variables" can only be used with Switch. If a variable is "unknown" to an Enfocus product, it
cannot be used or edited, but it won't harm either.
In Switch, some variable types are linked to a particular Switch module. For example, the "text
with variables" variable using database fields is only supported if you have an active license for
the Switch Database module.
The problem can also be linked to a rule-based variable; if the variable is based on another
variable that has been removed or is invalid, the rule-based variable becomes invalid as well
and gets a red exclamation mark in front of it.
Fix
If you want to use "unknown" variables, you must change the variable type to a type supported
by the product you're using.
If you don't want to use it, just leave it in there; it won't do any harm. You can use (or edit) it
again when working with other Enfocus products.
If you want to use variables that require a license that you don't have, please contact Enfocus to
buy a license.
In case of invalid rule-based variables, review the rule(s) and correct or re-define the dependent
variable(s) as required.
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15. Working with Certified PDF documents
15.1 Understanding Certified PDF
15.1.1 PDF workflow concept
Certified PDF is a PDF workflow concept developed by Enfocus based on customer requests and
feedback from industry experts. The Certified PDF concept has been designed to address three
fundamental issues faced by the majority of users implementing a PDF workflow:
• How to guarantee that a PDF document was successfully preflighted with a specific Preflight
Profile.
• How to maintain consistency between the source document(s) and the PDF document when
(minor) changes can be applied to the PDF document throughout the workflow.
• How to minimize risk and responsibility when changing a customer's PDF document before
the final output.
15.1.1.1 Guaranteed preflighting
Preflighting issues
“Preflighting” is the process of checking a PDF document against various criteria to ensure that
the PDF document meets all the requirements for output or publication. Typically, the criteria
vary depending on the output or publishing process. A set of criteria matching the requirements
of a particular process is called a “Preflight Profile”.
PitStop Server, for example, allows you to create a Preflight Profile that checks your PDF
document against various criteria, such as color and font usage. Moreover, you can use PitStop
Server to actually fix detected problems in your PDF documents.
Ideally, a PDF document should be preflighted at an early stage in a workflow, i.e. as soon
as it has been created. This is particularly true if the PDF document will move from the PDF
document provider, who created the PDF document, to the PDF document recipient, for example
a publishing or printing department. Detecting problems in the PDF document before the file
leaves the PDF document provider saves time (and money). Even more so, when the PDF file is
sent to a different physical location.
Note: You can also create Certified PDF documents with Enfocus Connectors. For more
information about Enfocus Connect, visit our website at www.enfocus.com.
Preflighting in a Certified PDF workflow
A Certified PDF workflow supports the preflight process by:
• Offering the PDF document provider a simple and streamlined way to preflight a PDF
document with a Preflight Profile supplied by the PDF document recipient.
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• Including the Preflight Profile and the corresponding Preflight Report in the PDF document.
This way there can be no doubt about the preflight status of the PDF document.
• Offering a straightforward user interface that enables the recipient of the PDF document to
verify that the document has been preflighted successfully with a profile he or she provided.
The above-mentioned features help to:
• Motivate the PDF document provider to actually preflight his or her PDF documents.
• Dramatically reduce the number of problems in files received from PDF document providers.
15.1.1.2 Document consistency
PDF editing issues
PDF editing tools, such as Enfocus PitStop Pro, are very convenient for making intermediate
or last-minute corrections in PDF documents. This saves you both time and money because
you do not have to go back to the original application program to re-create the PDF document.
Sometimes, it may even be more efficient to make the changes directly in your PDF document.
Enfocus PitStop Pro, for example, allows you to make global color changes throughout your PDF
document.
However, PDF editing also involves a risk: as soon as you edit and save a PDF document, you
create a version of a document that is different from the original document you made using a
word processor or a desktop publishing software. These inconsistencies are hard to manage,
and may introduce problems in archiving or when the document is republished at a later date.
PDF editing in a Certified PDF workflow
To help reduce document consistency problems, the Certified PDF workflow features a
mechanism that:
• Logs all the changes that are made to a Certified PDF document
• Can store these changes inside the Certified PDF document
Based on this information, an edit log —a human readable PDF report— can be generated.
If consistency between the PDF document and the source file(s) is very important, you can use
the edit log to change the source file(s) accordingly. To assist in this process, a Certified PDF
document can also keep a reference to the source file(s) from which the PDF document was
created. You can use this reference to make sure that the source file has not been edited since
the PDF document was created.
15.1.1.3 Responsibility
Responsibility issues
In addition to causing inconsistencies, changing a PDF document that was created by someone
else can create ambiguity about who is ultimately responsible for the final result.
Many printers, service providers, etc. are extremely reluctant to make any changes to their
customer’s documents for fear of having to assume responsibility if anything goes wrong. This
includes issues that can be totally unrelated to the small correction applied.
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Responsibility in a Certified PDF workflow
The Certified PDF workflow settles responsibility issues by:
• Providing a detailed log file of all the changes made to a PDF document
• Keeping track of the PDF editing process, i.e. who applied which change and when
• Implementing a robust roll-back mechanism, which, if you wish, allows you to easily return
to a previously saved state —a “snapshot”— of your PDF document
• Offering the possibility to compare any two of these snapshots visually to detect and examine
the differences
15.1.2 A conventional PDF workflow
In a conventional PDF workflow, the PDF document goes through the hands of different parties
who can each edit it, if necessary. The original PDF document is replaced by the edited one.
15.1.3 The Certified PDF workflow
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Incremental save, snapshots and roll-back mechanism
A Certified PDF document can “remember” all the changes that were made during a given
session and can store the information about these changes per session (“incrementally”) as you
save your PDF document. Moreover, each time you save your PDF, a “snapshot” is saved, i.e.
a view of the status of the PDF document at the time it was saved at the end of a session. This
snapsnot cannot only be viewed; you can also save it as a separate document. This is called the
roll-back mechanism. It allows you to revert to any previous stage in the Certified PDF workflow
and to compare different versions of your PDF document, even though you maintain one physical
PDF file.
If you edit and save a Certified PDF document, you may notice that its file size will increase. The
reason is obvious: all the changes done in an editing session are stored in the Certified PDF
document. So even if you perform actions which would normally reduce the size of your PDF file,
such as removing objects or downsampling images, saving the PDF document will increase its
file size. And this increase can become significant, depending on the types of actions and the
number of editing sessions you do.
Optimized save
If file size is or becomes an issue, you can “optimize” your Certified PDF. You will still have a
Certified PDF document with history information about previous editing sessions, but you will no
longer be able to save snapshots of these sessions or use the roll-back mechanism to revert to
a previous state of your Certified PDF document.
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In PitStop Server, you can disable the roll-back mechanism in the Hot Folder Editor (Certified
PDF category). See also Allow rollback to previous version on page 65.
15.1.4 What is an Enfocus Certified PDF document?
Whereas a regular PDF only contains Acrobat metadata, an Enfocus Certified PDF document
contains a lot of additional information ("Enfocus metadata") related to the preflight process,
such as the preflight settings and the version history.
Acrobat metadata
Any regular PDF document contains metadata, i.e. information about the document itself.
The Document Properties dialog box of Adobe Acrobat, for example, includes the following
metadata:
•
•
•
•
•
•
•
Creation and modification date of the PDF document
The application with which the PDF document was created
The PDF version
File size
The name and path of the PDF file
Number of pages
Page size
Enfocus metadata
An Enfocus Certified PDF document can be enriched with the following metadata:
•
•
•
•
•
A reference to one or more source documents on which the PDF document was based
A Preflight Profile
A Preflight Report
User and system identification
An edit log, listing all the changes done in the PDF document per editing session (the time in
which the PDF document was opened, edited and saved). It contains all previous versions of a
file and allows you to save back to an older version.
• Session comments
15.2 Starting a Certified PDF workflow
15.2.1 Setting the personal information
We recommend entering your personal information (such as your name and contact details) in
the Personal info category of the Preferences. After you have done that, the personal info will be
added to all Certified PDFs you create or edit with PitStop Server, allowing the recipients of your
PDFs to contact you if they have any questions.
Note that this personal information is the same for all PDFs you create or edit. If you need to
add PDF-specific information, (for each PDF separately), you should use the Job info category of
the Enfocus Certified PDF Panel.
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To set the personal information
1. In the PitStop Server, navigate to Window > Preferences... > Personal Info
2. Enter your personal information.
Fill in as much information as possible. A message is optional.
3. Click OK.
You can check the personal information in a Certified PDF through the Enfocus Certified PDF
Panel in Adobe Acrobat.
Remark:
The Certified user is not only identified by the personal information; there is also a second type
of user identification, i.e. the system information, which consists of the details of the person
who registered PitStop Server and information taken from your operating system, network and
computer.
15.2.2 Starting a Certified PDF workflow for a PDF document
In PitStop Server, you can also start a Certified PDF workflow for the incoming PDFs.
To do so
1. Double-click a folder in the Hot folder tab.
2. In the Hot Folder Editor, select the Certified PDF category.
3. Make the appropriate choices.
Refer to Hot Folder Properties: Certified PDF on page 64.
4. Click OK.
15.3 Adding a session comment
The Certified PDF mechanism in PitStop Server enables you to enhance the quality of your
PDF workflow by adding comments to the Edit Log. Before sending your PDF document to the
publisher for example, you may want to explain why given changes have been made.
You can add comments per editing session. A session is the time in which you edit and save a
PDF document.
To add a session comment
1. Select a hot folder and click the Edit the selected hot folder button.
The PitStop Server Hot Folder Editor appears.
2. In the Hot Folder Editor, go to the Certified PDF category.
3. Add a new session comment or change the comment of the current session.
Refer to Hot Folder Properties: Certified PDF on page 64.
4. Click OK.
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15.4 Checking Certified PDF files
15.4.1 Checking the Certified PDF status of a PDF
This topic explains how you can check if a document is already in a Certified workflow and if so,
what its status is.
Note: You should have installed either PitStop Pro or StatusCheck (a free plug-in for
Adobe Acrobat).
1. Open a PDF in Adobe Acrobat.
2. Do one of the following:
• Choose Certified PDF > Certified PDF . This opens the Enfocus Certified PDF Panel, with
the Certified PDF status button in the top left corner.
• In the Tools pane, click the Certified PDF panel. This opens the panel and shows the
available tools. The first button indicates the Certified PDF status.
The meaning of the buttons is explained in the following table.
Note: The button in the top left corner of the Enfocus Certified PDF Panel refers to
the overall Certified PDF status. For more information, refer to The aspects of the
Certified PDF Status on page 135
Button
Meaning
The current PDF document is not a Certified PDF document
(yet).
The current PDF document is in a Certified PDF workflow, but
was not successfully preflighted and verified. The possible
causes are:
• The PDF document has been preflighted with errors.
• The Preflight Profile doesn’t match the Preflight Profile
Comparison.
• The PDF document or the selected Preflight Profile has
been changed since it was last preflighted.
• The original document has been changed.
The current PDF document is a Certified PDF document which
was successfully preflighted and verified:
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Button
Meaning
• The Certified Preflight Profile matches the Preflight Profile
Comparison.
• The PDF document has been preflighted without any
errors.
The status of the current PDF document is undetermined, for
example because:
• The document was certified but edited afterwards (so the
certification may not be valid anymore).
• The PDF document was certified, but not preflighted.
• The PDF document was processed with one or more Action
Lists and a Preflight Profile combined in one QuickRun
(PitStop Pro) or in one Hot Folder (PitStop Server). In that
case, it is not possible to certify the document based on the
Preflight Profile, because it is not clear which checks come
from the Action List(s), and which come from the Preflight
Report.
Tip: We recommend embedding the Action List(s)
in the Preflight Profile, so the PDF document can
be preflighted with this Profile and the status can
be determined.
15.4.1.1 The aspects of the Certified PDF Status
The Certified PDF Status is determined by different aspects. As soon as one aspect has a "not
OK" status, the overall Certified PDF status will be not OK as well (red). If all aspects have an
"OK" status or an "undetermined" status (for example if no Original Documents are defined), the
Certified PDF status will be "OK".
• Preflight: Checking the document based on a Preflight Profile.
• Original Documents: A reference to the original documents, to monitor any changes made to
the originals.
• Certified Preflight Profile Comparison: The Profile Compare Configuration allows to set
a number of Preflight Profiles that are allowed. The Certified Preflight Profile Comparison
allows to check if the Preflight Profile used for the Certified PDF document matches a
Preflight Profile from this list.
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16. Managing fonts
What are the implications of using Times-Roman instead of Times New Roman in a document?
Can I use these fonts interchangeably and, if not, when do I use which font? How do the various
types of fonts affect the output of my PDF document, onscreen and in print? This chapter
provides the answers to these questions, together with some more theoretical background
information about fonts.
16.1 Types of fonts and their usage
16.1.1 Standard 14 fonts
When working in PostScript and PDF environments, you may come across the notion “standard
14 fonts” or “base 14 fonts”. What exactly are these “standard 14 fonts”?
Actually, the term is derived from the standard set of 13 PostScript fonts, which are resident in
all PostScript output devices. These fonts are listed in the table below.
Font family
Font
Times
Times-Roman
Times-Italic
Times-Bold
Times-BoldItalic
Helvetica
Helvetica
Helvetica-Oblique
Helvetica-Bold
Helvetica-BoldOblique
Courier
Courier
Courier-Oblique
Courier-Bold
Courier-BoldOblique
Symbol
Symbol
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For PDF environments, ZapfDingbats is added to this standard font set.
16.1.2 PostScript Type 1 fonts
PostScript Type 1 fonts were originally developed by Adobe Systems for use in PostScript
printers.
PostScript Type 1 fonts are outline fonts. They use lines and cubic Bézier curves to define letter
shapes or “glyphs”. A “glyph” is the shape in a font that is used to represent a character code on
screen or paper. Examples of glyphs are the letters of the alphabet or the symbols in a font like
ITC ZapfDingbats (i.e. ), J or 4).
Type 1 fonts have the following characteristics:
• They are smaller in file size than TrueType fonts, which means that they occupy less space
on your system’s hard disk.
• Being outline fonts, Type 1 fonts are scalable to almost any size. They remain sharp and
smooth on any platform and in print, and their legibility remains good, even when printed at
small point sizes on low-resolution laser printers.
• PostScript Type 1 fonts are commonly used in professional publishing environments and are
supported by most high-end output devices, because most of these devices use PostScript as
their page description language.
• A PostScript Type 1 font is stored in two separate files: one which contains the character
outlines and one which contains the font metric data. In Microsoft Windows, you can
recognize these by their extensions: *.pfb for the character outline and *.pfm for the one
containing the metric data. The former (.pfb) is commonly called the printer font, the latter
(.pfm) is also known as the screen font. The combined file size of both files, however, is
smaller than the file size of its TrueType counterpart. The file size of the PostScript font may
sometimes even be as little as half of the size of the corresponding TrueType font.
16.1.3 PostScript Type 3 fonts
PostScript Type 3 fonts are primarily decorative ornaments fonts with a lot of tonal variations
and filled-and-stroked objects in the same character. Indeed, Type 3 fonts can have grayscale
fills and strokes and other “special effects”, whereas Type 1 or TrueType fonts are entirely
black. Consequently, Type 3 fonts have the following characteristics:
• Their file size is bigger than the corresponding of Type 1 or TrueType fonts.
• They may take longer to print or output.
• They look worse than Type 1 or TrueType fonts in very small point sizes and when printed at
low resolutions.
• They are not always displayed well on screen.
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Note: PostScript Type_3 fonts can’t be converted to outlines by PitStop Server.
16.1.4 TrueType font
The TrueType font format was developed by Apple Computer as an alternative to the Adobe
Type 1 standard. It is used both on Macintosh and Windows computers.
Like PostScript Type 1 fonts, TrueType fonts also use outlines to describe the letter shapes.
TrueType fonts have the following characteristics:
• Their use is widespread and they are integrated in almost every desktop office software
program for Microsoft Windows or Macintosh systems.
• TrueType fonts can print well on both non-PostScript and PostScript output devices.
However, to print well on a PostScript device, the TrueType font must be converted to
PostScript outlines, which may affect the visual quality of the resulting font. This is why many
prepress service providers are reluctant to support TrueType fonts.
• On Windows-based systems, a TrueType font is physically stored in a single file, the name of
which has the .ttf extension. On Macintosh, it is stored as a single Suitcase.
•
A TrueType font is represented by the
icon in Windows environments and the
icon on
a Macintosh operating system.
• A TrueType font, or a combined use of TrueType and PostScript fonts in one document, may
be troublesome in high-end PostScript devices, especially imagesetters.
Times as PostScript Type 1 Single Master font on screen
Times New Roman as TrueType font on screen
Times as PostScript Type 1 Single Master font printed
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Times New Roman as TrueType font printed
16.1.5 Multiple Master font
The Multiple Master font format is an extension of the PostScript Type 1 format. “Multiple
Masters” are fonts offering design variations at the extremes of the “design axis”. This design
axis represents a given variable property for that font, such as:
• Weight (light vs. bold)
• Width (condensed vs. expanded)
• Optical size
The mechanism of Multiple Master fonts is that the two masters at the extremes of the design
axis have a fixed design, but you can create any variation between these masters. Typically,
Multiple Master fonts have two design axes, which require four masters. These masters can be
considered the cornerstones of the matrix.
A.
B.
C.
D.
Master
Font property
Design axis
User-defined variant “in-between”
To create the in-between variants, you require Adobe Type Manager.
16.1.6 Double-byte font
Double-byte character sets are needed if you are working with Asian languages such as
Japanese, Chinese and Korean. These languages have many characters and require hard- and
software that support the double-byte format.
Double-byte characters use 16-bit or two byte characters instead of 8-bit or one byte
characters.
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16.2 PDF font substitution
If you transfer PDF documents across computers or computer platforms, the fonts in the
document may be in any of three conditions. They may be:
• Available as system fonts, i.e. the fonts in the PDF document are also installed on the
computer where the PDF document is viewed
• Available as embedded fonts, which means that the fonts are included completely or partially
(subset) in the PDF document
• Not available, either in the document or on the system.
If the font is not available, it will have to be replaced by a font which is available on the
recipient's computer. This process is called “PDF font substitution”. PDF font substitution may
affect the appearance and output of your documents.
16.2.1 Finding exact font names
A given font can have different names. And the name of the font which you see in your source
application is not necessarily the same as its “real” internal font name.
For example, the Adobe Type 1 font “Times” as you see it in your word processing or desktop
publishing program also has a PostScript name: “Times-Roman”. The same applies to
its TrueType counterpart “Times New Roman”: its name appears in Adobe Acrobat as
“TimesNewRoman” (without spaces).
Consequently, if you need to enter a font name manually in one of the dialog boxes of Enfocus
PitStop Server, it is important that you type the font name exactly as it is spelled in Adobe
Acrobat. You can use a PDF file containing the desired font to find the exact spelling of the
name.
16.2.1.1 To find the exact font name:
1. Use any application to create a one-page document with the font(s) of which you want to
know the exact name.
2. Create a PDF file of the document.
3. Open the PDF file in Adobe Acrobat and do one of the following:
• In Adobe Acrobat 4, choose File > Document Info > Fonts .
• In Adobe Acrobat 5 -9 , choose File > Document Properties > Fonts .
• In Adobe Acrobat X or later, choose File > Properties > Fonts .
4. Write down the name of the font(s), using the exact spelling, capitalization, and hyphenation
of the name as it appears in the Font Info dialog box.
5. Click OK.
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16.3 Embedding versus subsetting fonts
16.3.1 Embedding fonts
Using the Enfocus Preflight Profile Editor, you can specify in a Preflight Profile whether a PDF
document should:
• Embed all fonts
• Embed all fonts except the standard 14 fonts
• Embed all fonts except those that can be emulated for viewing
Embedding a font implies that the entire font, i.e. every single character of the font, is copied
into your PDF document. This is particularly useful if your document needs to be displayed and
printed on a different computer, which may not have the same fonts installed.
Furthermore, if the entire font is embedded, you might be able to edit the text in the PDF
document on a computer that does not have the font installed. Note that embedding an entire
font – a standard roman font typically contains 256 characters – will increase the file size of the
PDF document by 30k to 40k for PostScript Type 1 fonts, or more for TrueType fonts.
16.3.2 Subsetting fonts
Using the Enfocus Preflight Profile Editor, you can specify in a Preflight Profile whether a PDF
document should:
• Subset all fonts
• Subset all except the standard 14 fonts
• Subset all fonts except those that can be emulated for viewing
Instead of embedding an entire font, you may want to embed only a subset of the font – i.e. the
characters of the font that are actually used in the text. Subsetting a font allows you to keep a
file as small as possible, which is recommended especially if you do not plan to add more text
(and hence more font characters) to the file. Note that when you combine two or more PDF
documents that have the same font subset, duplicate character information is not deleted from
the merged sets. This will result in a considerably larger file.
However, if it is not important that readers see the file in its original fonts, do not embed fonts
at all, and let Acrobat use substitute fonts when necessary. This will produce the smallest file
possible. Naturally, reducing file size will improve the file transferability.
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16.4 Embedding missing fonts
16.4.1 About embedding missing fonts
In PitStop Server, you can embed missing fonts in a PDF document by retrieving them from your
local system and/or by retrieving them from the Monotype Baseline™ platform.
Monotype Baseline platform
Monotype Baseline platform is a cloud service from Monotype that provides fonts directly to
Enfocus PitStop Server. It provides access to thousands of fonts in real-time (initially over
30,000 fonts).
For more information, see http://baseline.monotype.com.
What you can do
You can embed missing fonts as part of an Action List or Preflight Profile with or without using
the Monotype Baseline platform:
• Using the Monotype Baseline platform, i.e. if you have set up the Monotype Baseline
platform:
1. PitStop Server first looks for the missing fonts on your local system.
2. If not found on your local system, then it looks in the Monotype Baseline platform.
3. If found, PitStop Server automatically retrieves the available fonts from the Monotype
Baseline platform and embeds them in your document.
• Without using the Monotype Baseline platform:
1. PitStop Server only looks for the missing fonts on your local system.
2. If not found on your local system, PitStop Server you will get a warning in the Preflight
Report.
You can decide for each hot folder separately whether or not you want to use the Monotype
Baseline platform. Refer to Hot Folder Properties: Fonts on page 66.
16.4.2 To set up the Monotype Baseline platform
Before you can use the Monotype Baseline platform, you have to set it up.
To set up the Monotype Baseline platform
1. Go to http://baseline.monotype.com/Home/SignUp.
2. Follow the on-screen instructions to create an account, generate an authentication key and
buy tokens.
Note:
• You can use the same account on multiple installations of PitStop Server.
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• One token = License to embed one "subset" of the missing font in the PDF
document that is being processed. The font will not become available on your
local system and cannot be used by other applications.
Example: If your PDF document contains three missing fonts and PitStop Server
finds one on your local system, you need two tokens to retrieve the other two
from the Monotype Baseline platform.
• When signing up, you receive 10 tokens for free.
• When preflighting, tokens are only used if all other preflight checks are
successful.
• You must buy tokens upfront before PitStop Server can retrieve missing fonts
from the Monotype Baseline platform. When there are not enough tokens
available when preflighting or executing an Action List, no missing fonts will be
embedded from the Monotype Baseline platform, and no tokens will be used.
PitStop Server will display a warning in the report.
3. In PitStop Server, in the Enfocus PitStop Server Preferences dialog, click Fonts.
4. In the Monotype area, select the Download missing fonts checkbox and enter your
authentication key (see step 2).
This is a general font preference. You can decide for each hot folder separately whether or
not you want to use the Monotype Baseline platform. Refer to Hot Folder Properties: Fonts on
page 66.
5. Click OK.
16.4.3 To embed missing fonts
Use this task to embed missing fonts in your PDF document as part of an Action List or Preflight
Profile.
Note: If you want to use the Monotype Baseline platform, you must have set it up first.
(see To set up the Monotype Baseline platform on page 142).
1. Open the Hot Folder you want to use.
2. In the PitStop Server Hot Folder Editor, select the Fonts category.
3. In the Monotype area, select the appropriate option:
• To take into account your general Switch Server user preferences (see the Fonts
category), select Use general preferences.
• To only embed fonts that are available on your local system, select Never download
fonts. If fonts are unavailable, a warning will be displayed in the Preflight Report.
• To make use of the Monotype Baseline Platform, select Download missing fonts and
enter your authentication key.
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Note: When preflighting, tokens are only used if all other preflight checks are
successful.
4. Switch to the Action Lists and Preflight Profile category and define an Action List or
Preflight Profile. Use one of the following:
• Action List: Embed Non-Base14 Fonts
• Action: Embed font
• Preflight check/fix: Fonts > Not embedded (Embed font attribute)
In addition to the other checks and fixes, PitStop Server will search for missing fonts and
embed them if possible.
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17. Managing color
This chapter offers a brief introduction to color management and color basics. It explains how
you can use PitStop Server to obtain an accurate, high-quality reproduction of the colors in your
PDF documents.
17.1 About color management
Color monitors and color printers reproduce color in completely different ways.
A color management system (CMS) is a collection of tools designed to reconcile the different
color capabilities of scanners, monitors, and printers to ensure consistent color throughout
the creation, display, and print process. Ideally, this means that the colors displayed on
your monitor accurately represent the colors of the final output. It also means that different
applications, monitors, and operating systems will display colors consistently.
17.2 Color models
17.2.1 The RGB color model
A monitor uses red, green, and blue (RGB) light to create colors. Combining the full intensities
of all three colors makes white. RGB colors are used for lighting, video, and monitors. Your
computer monitor creates color by emitting light through red, green, and blue phosphors.
17.2.2 The CMYK color model
A printing press uses a CMYK color model, in which three colors of transparent ink (cyan — C,
magenta — M, and yellow — Y) are combined along with black (noted as K, derived from “key
color”) in varying amounts to create different colors. CMYK inks filter the white light that
reflects back from the paper and subtract some of the red, green, and blue light from the
spectrum. The color we see is what’s left.
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In theory, pure cyan, magenta, and yellow pigments should combine to absorb all color and
produce black. But because all printing inks contain impurities, these three inks actually
produce a muddy brown and must be combined with black ink to produce a true black.
Combining these inks to reproduce color is called four-color process printing.
Summarizing: In theory, mixing cyan, magenta and yellow yields perfect black; in practice the
key color black has to be added.
17.2.3 The grayscale model
The grayscale model uses shades of gray to represent objects. In this case, every pixel of a
grayscale image has a brightness value ranging from 0% (black) to 100% (white). The maximum
number of grays that most output devices can produce is 256.
17.3 Color gamuts and color spaces
17.3.1 Color gamut: device-related subset of the color spectrum
The visible spectrum contains millions of colors, but color devices, such as scanners, monitors
and color printers can only (re)produce a subset of this spectrum. This “subset” is called a
color gamut. The gamut of a device defines the color space it can (re)produce. For example, a
monitor can display a wider range of colors than an offset press can print using CMYK colors,
while some of the CMYK colors cannot be accurately displayed on the monitor. Each device has
a different color gamut.
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A. RGB color gamut
B. CMYK color gamut
For more information on color gamuts and color spaces, see the Adobe Acrobat Help.
17.3.2 Device-dependent color
Device-dependent colors relate to the settings of the device on which the image was created or
output. Device-dependent colors require all devices in the workflow to be “calibrated” to obtain
consistent color reproduction. In other words, the input devices (for example scanners or digital
cameras), monitors and output devices (for example digital color printers) have to be tuned to
each other to make the colors match.
Differences may even occur between devices of the same type or model, because they may have
different settings. Monitors may have different brightness or contrast, for example.
For more information on device-dependent color, see the Adobe Acrobat Help.
17.3.3 Device-independent color
To eliminate, or at least minimize, color differences between devices, you can use a color
management system. Color management systems use a standard, device-independent color
model, such as CIELab. Images are associated with a profile, which contain information about
the input and/or output devices. Thus, if images are to be output on a specific device, they will be
associated, or “tagged”, with a profile for that device.
For more information on device-independent color, see the Adobe Acrobat Help.
17.4 Rendering intents
17.4.1 Rendering intents to remap colors
A color management system allows you to remap colors so that they best match the intended
use. ‘Remapping’ means that colors from one output device’s color space are mapped to
the color space of another device. This remapping is done according to a specific remapping
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method, also known as rendering intent. There are four remapping methods or rendering
intents:
• Perceptual remapping on page 148
• Saturation remapping on page 148
• Relative colorimetric remapping on page 149
• Absolute colorimetric remapping on page 149
17.4.2 Perceptual remapping
The human eye is sensitive to the relationships between colors. Perceptual mapping alters all
the colors in the original color space to bring them into the gamut of the destination color space,
but preserves the relationships between the colors. As the relationships are preserved, the
change in colors will hardly be perceivable.
Perceptual remapping rescales the original gamut (A) within the gamut of the destination color
space (B), but preserves the relationships between colors.
17.4.3 Saturation remapping
Reproduces the original image color saturation (vividness) when converting into the target
device's color space. In this approach, the relative saturation of colors is maintained from
gamut to gamut. This render intent is primarily designed for business graphics, where the exact
relationship between colors (such as in a photographic image) is not as important as are bright
saturated colors.
Saturation remapping scales all colors to the brightest saturation possible (B). The saturation
(also called chroma) will remain the same, but some colors will appear lighter or darker.
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17.4.4 Relative colorimetric remapping
Colors that fall within the gamuts of both input and output device are left unchanged. Colors that
fall outside the gamut of the output device are usually altered to colors with the same lightness,
but different saturation.
This method may reduce the total number of colors in the image considerably, if many different
input colors map to the same output color.
But this matching method is useful when combining 2 output profiles for proofing. Since the
color gamut of the proofing device (2) should be bigger than the color gamut of the destination
profile (1).
Relative colorimetric remapping replaces colors outside of the gamut by colors with the same
lightness, but different saturation (B).
17.4.5 Absolute colorimetric remapping
Colors that fall within the gamuts of both input and output device are left unchanged. Colors
that fall outside the gamut of the output device are clipped to a color on the edge of the output
gamut. This may lead to a loss of detail in some regions. Over most of the tonal range, a close
match is obtained. This method is suited for spot colors.
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Absolute colorimetric remapping clips colors outside of the gamut to a color on the gamut
boundary (B). Colors which cannot be displayed in the target color gamut will be lost.
17.5 Using Color Management in Enfocus PitStop
Server
17.5.1 Working with ICC profiles
In working environments where color management is used, objects in PDF documents can be
tagged with ICC profiles. An ICC profile is a description of the color space related to a specific
device. ICC profiles help you reproduce colors accurately across different platforms, devices
and ICC-compliant software programs.
Suppose you use a digital camera to take pictures. If you want to make sure that the colors in
these pictures are displayed consistently on a specific monitor, you can tag the images with an
ICC profile of your digital camera. The images then get a detailed mathematical description of
how your digital camera “saw” the colors at the moment when you took the pictures. A color
management system can use this description to convert the colors to the color space of another
output device, such as a monitor. In that case, the colors seen through the lens of your digital
camera and the colors displayed by your monitor will look (almost) identical.
17.5.2 Using ICC profiles in Enfocus PitStop Server
Enfocus PitStop Server can be set to use the same profiles for all objects, or to use specific
profiles for images. In the first case, there will only be one tab, to define color management for
all objects. In the latter case, there will be a tab to define color management for images, and
one for other objects.
Enfocus PitStop Server enables you to specify source and target ICC profiles for the following
color models:
• Gray
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• RGB
• CMYK
• Lab
The ICC profiles will be used when color conversions have to be done from one color model to
another, for example, when RGB colors are converted to CMYK colors.
When necessary, the target profiles can be set different than the source profiles, by selecting
the “use other ICC profile than source” option, and defining the target profiles.
You can define ICC profiles at different levels:
• Default ICC profiles apply to all hot folders. You specify these profiles in the Enfocus PitStop
Server preferences.
• Specific ICC profiles apply to a particular hot folder. You may want to use these profiles to
process PDF documents in which color conversions have to be performed from a given color
model to a device-specific color.
• Specific ICC profiles defined in a Preflight Profile or in an Action List
17.5.2.1 Using default ICC profiles for all hot folders
To use default ICC profiles for all hot folders
1. Choose Window > Preferences.
2. Click the Color Management category.
3. Click the Enable color management checkbox.
4. Define if you want the same profiles for all objects, or if you want to define profiles for
images and for other objects
5. Select source and target ICC profiles for the color models of your choice.
6. Click OK.
17.5.2.2 Using ICC profiles for a specific hot folder
To use ICC profiles for a specific hot folder
1. Double-click the hot folder concerned.
2. Select the Color Management category.
3. Select Override General Color Settings.
4. Define if you want the same profiles for all objects, or if you want to define profiles for
images and for other objects
5. Select source and target ICC profiles for the color models of your choice.
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6. Click OK.
17.5.3 Disabling color management
Sometimes you want to use color management in the Enfocus PitStop Server environment,
sometimes you don't. Reasons for using color management and ICC profiles are outlined in
Working with ICC profiles on page 150. Reasons for not using color management in Enfocus
PitStop Server can be the following:
• You do not process PDF documents coming from or going to color-managed environments.
For example, you know that PDF documents which arrive in a given hot folder never contain
images which are tagged with ICC profiles and you do not wish to tag them either.
• You wish to leave the ICC tagging of the images in the PDF documents as is.
In these cases, you can disable color management. If you do so and you process PDF documents
with profile-tagged images, the color profiles will be left untouched: they will not be removed or
changed.
You can enable color management for all hot folders and disable it for one or more specific hot
folders and vice versa. Disabling color management for all hot folders only applies to hot folders
which you create from that moment onwards. Existing hot folders which already use specific ICC
profiles maintain their settings.
17.5.3.1 To disable color management for all hot folders:
1. Choose Window > Preferences.
2. Click the Color Management category.
3. Click to clear the Enable color management check box.
4. Click OK button.
Note: Existing hot folders which already use specific ICC profiles maintain their
settings.
17.5.3.2 To disable color management for a specific folder:
1. Select a hot folder and click Edit.
2. Display the Color Management properties.
3. Select Override General Color Settings checkbox.
4. Click uncheck the Enable color management checkbox.
5. Click OK button.
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17.6 Spot colors
17.6.1 About spot colors
Spot colors are colors which are printed with their own premixed inks. You can choose from
several spot color systems and from hundreds of different spot-color inks. In spot-color offset
printing, each spot color is reproduced using a single printing plate. In contrast, process color
printing uses four inks only (CMYK: cyan, magenta, yellow and black) to reproduce all colors.
If you print a spot color at 100 %, a solid opaque color appears on your page (not a dot pattern).
A tint of a spot color, i.e. a lightened spot color, is created by printing smaller halftone dots of
the base color.
Spot colors can provide excellent results when used for offset printing. For digital output or
monitor display, however, spot colors are less well-suited and should be used with caution.
17.6.2 Unambiguously defined spot colors
Unambiguously defined spot colors are colors which have distinct names and associated CMYK
equivalents. If two spot colors with different CMYK values have the same name, they will be
considered ambiguously defined.
An example would be a document which contains objects from various applications:
• Green lines which were drawn in a word processing application.
• The company logo which was created using illustration software.
If the spot colors of these objects have the same name, say “company green”, but different
CMYK values, they are ambiguously defined.
A - Company logo: “company green” C 100%, M 0%, Y 100%, K 50%
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B - Separator lines: “company green” C 90%, M 0%, Y 90%, K 50%
17.6.3 Converting spot colors to the equivalent CMYK process
colors
Sometimes, it may be convenient to use spot colors in your source document and have Enfocus
PitStop Server convert these spot colors to the corresponding RGB or CMYK colors in the PDF
document. Rather than creating dedicated — RGB, CMYK and spot-color — source files for
different output purposes, you may want to maintain one single source document.
For example, you may have a newsletter or brochure containing spot-color objects, such as your
company logo. You would then have the following option:
• You could leave the spot color definitions unchanged and use the PDF document to produce
individual offset printing plates for each color.
• You could have Enfocus PitStop Server convert the spot colors to the equivalent CMYK
process colors for output on, for example a digital four-color press.
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