Label Flow Getting Started Guide

Label Flow Getting Started Guide
Jolly Presents…
Label Flow
Getting Started Guide
An Introduction to Label Flow
Contents
Introducing Label Flow........................................................................................................ 3
The Quick Start Option ................................................................................................... 3
Using Label Flow ................................................................................................................. 6
Jolly Server Settings and Workstation Options .............................................................. 7
Installing Jolly Server................................................................................................... 7
Connecting to a shared Jolly Server – Networking Multiple Copies........................... 7
Jolly Server Settings .................................................................................................... 8
Workstation Options and Devices .............................................................................. 9
Label Design .................................................................................................................. 10
Design Screen ............................................................................................................ 10
Working with Text ..................................................................................................... 11
Working with Layers ................................................................................................. 12
Viewing Designs with Live Data ................................................................................ 13
Saving Design ............................................................................................................ 14
Find Record Configuration ............................................................................................ 14
Report Center Configuration ........................................................................................ 15
Record Center ............................................................................................................... 15
Configuring the Record Screen ................................................................................. 17
Advanced Field Formatting ....................................................................................... 17
Configuring Language ................................................................................................... 17
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Introducing Label Flow
Label Flow is premier software for ID label design, production and data management.
This guide provides basic understanding of product components and how to get started.
This guide is a supplement to the Help Menu provided within the product. The built-in
Help Menu provides comprehensive configuration details for each dialog.
The Quick Start Option
Label Flow is preconfigured with Workstation Profiles that contain several label designs
for Shipping, Retail and Asset/Inventory. Profiles are configured with sample labels that
are appropriate for the application.
If a profile is not chosen at start-up, all off the label groups will be available:
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The sample groups can be used as is or modified to meet any custom criteria. To modify
a label group go to Configure Jolly Server Settings from the Admin Menu or from the
Setup button. Click on the Label Group and click Edit. There is also a shortcut to the
Label Group Properties dialog below the label rendering.
Each Label Group has an associated label design. To edit the label design, open the Label
Group Properties, select the Label Printing tab and click Edit.
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After design modifications are finished click Exit and Save, click OK on the Label Group
Properties dialog.
Once completed, add new records by clicking the New Records button and see records
by clicking the Record Center button. There are a few sample records in each database.
Sample records may be deleted, but it is suggested a new record be added first so that
the data set is not empty.
Modifications to record look up and logs and reports are configured and the Label Group
Properties dialog shown above and will be explained in the Label Flow Print Center
section below.
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Using Label Flow
Label Flow is designed to simplify day-to-day data entry and the production of labels. It
allows the user to create new records, lookup an existing record and view reports of all
actions that have occurred. The Record Center shows all database records and their
label design.
To configure, select the Setup button on the Main Menu screen or from the Admin
Menu. Only Administrators have setup ability.
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Jolly Server Settings and Workstation Options
Label Flow is designed to run across multiple locations in a networked environment.
Shared settings such as label groups and log data are stored on the Jolly Server while
workstation specific options are configured in Workstation Options and Devices.
If Label Flow will be used in a standalone environment where it does not need to share
data with other workstations, it can use the Internal Jolly Server, installed as part of
Label Flow.
Installing Jolly Server
Jolly Server is installed separately from Label Flow. To install, run the Jolly Server
installer that was provided to you when you purchased the software on the target
server or workstation.
Connecting to a shared Jolly Server – Networking Multiple Copies
When networking multiple copies of Label Flow, install the Jolly Server on a central
server or shared workstation. All networked copies should point to the same Jolly
Server.
To connect to a Jolly Server, select File > Connect to Jolly Server.
By default, the Internal Jolly Server is selected. When Internal Jolly Server is selected,
the software will operate in standalone mode.
To connect to a shared Jolly Server, click the Configure button.
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Enter the name of the server or workstation where Jolly Server was installed.
Jolly Server Settings
Jolly Server Settings are settings that can be shared between workstations such as Label
Groups, Locations, Logs and Reports, Security Policy and User Accounts.
Settings for Locations, Logs and Reports Security Policy and User Accounts are obvious
when the dialog is open.
To configure the label group’s settings, highlight the group and select edit.
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Workstation Options and Devices
Workstation Options and Devices apply to a specific workstation. They include selecting
the location, label groups available at this location, selecting which tasks will be
available to the user, configuring the task options, and selecting the language to be used
a this location. Tasks are configured individually through the task’s blue hyperlink or
together via the configure button.
Enable Label Groups by checking the boxes in the Label Groups dialog. It is important to
enable new Label Groups after they have been created. They will not show up
automatically.
Workstation Profiles may be named and saved for different types of use or for
deployment across a wide-range of workstations.
Important Note: Before changing profiles, it is important to save the changes made to
the existing profile if changes want to me kept.
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Label Design
Design Screen
The design screen contains four toolbars: general items, alignment tools, object
formatting and design objects:
Labels are designed by selecting the design object on the left-hand toolbar and by
drawing that object’s area on the label with the mouse. After the area drawn the
object’s Properties dialog will appear. Click through the tabs to format the object.
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Objects may be resized at any time and Properties dialog re-accessed by double-click.
Working with Text
Label Flow contains rich text editing. Regular text, database text, serial number, date
and time may be combined within one text box. Type with a keyboard or use the + Field
button for text selections:
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There are three types of text formatting: Text Box, Flexible Text and Circular Text. Text
Box will always place text within the bounds of the box drawn in the design: If larger, it
will auto-reduce in font size or word wrap. Flexible Text will maintain font size
regardless of the size of the box drawn. Circular Text formats text in a circle.
Working with Layers
Like other quality graphical design tools, Label Flow uses a layered design approach.
Layers may contain different design objects of varying opacity. Using layers adds a rich
depth to designs.
To see the layers window click the Show Layers checkbox on the top menu bar. Layers
are added using the [+] button at the bottom of the window. Use the arrow buttons to
move layers above and below other layers. Click the Print checkbox on each layer to
format its print condition. The active design layer is highlighted blue.
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Using conditional printing, different layers may be printed based on criteria in the
database. In the example below, a different label design may be printed specifically for
a specific customer.
Viewing Designs with Live Data
At anytime the label design may be viewed with data by checking the Live Data button
on the top menu bar:
To view the full record set: go to File -> Database Setup or click the data icon on the top
menu bar:
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Saving Design
Use File -> Exit to save the design and close the designer.
Find Record Configuration
Find Record allows the user to quickly search for records. When multiple matches occur
a selection dialog is shown. Strict matching may be invoked.
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To configure record lookup, first define the lookup fields in the Lookup Fields tab of
Label Group Properties dialog found in Global Settings, then, define additional options in
the Advanced Options.
Report Center Configuration
Logs and Reports shows activity on all actions that occur in the product: when a record
was added, edited or deleted and when label was printed; by whom, at what time and
location. Custom logs may be designed. Reports may be printed, exported and emailed.
Four fields from a label’s record may be configured in the Logs and Reports tab on the
Label Group Properties dialog. The Workstation Setting for Logs and Reports makes the
item available or not.
Record Center
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Record Center is used for the management of records. Records may be added, edited,
deleted, printed and duplicated from this screen. The down-arrow button provides
additional options.
Records may be viewed in single-record or spreadsheet view by selecting the buttons on
the right of the toolbar.
Records may be batch printed, deleted and edited by checking the box to the left of the
record and selecting the appropriate action. Records may be sorted by clicking on
column headers.
. Filters are used to create data
The toolbar contains filter and sort buttons
subsets. Sorting allows for multiple field sort criteria.
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Configuring the Record Screen
Label Flow has drag-and-drop record screen formatting. Select Edit Record Layout from
the down-arrow menu on the Record Screen: Size and move fields with the mouse.
Caption placement, colors and alignment tools are provided on the menu bar.
Advanced Field Formatting
Label Flow Premier Edition contains advanced field formatting. Fields may be made
Visible, Required and Read Only. They may be given default values. Drop-down lists
may be created. Text can be set to Capitalize, UPPER CASE or lower case. Image paths
may be created to store variable images to file. Fields can automatically update after a
label is printed.
Configuring Language
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Label Flow is available in 10+ languages. Select the language in the Workstation
Settings. A translation table allows the user to make changes to the translation or to
translate into a language not yet provided by Jolly. After changing languages, restart the
program.
The information contained in this document represents the current view of Jolly Technologies on the issues discussed as of the date
of this publication. This paper is for informational purposes only. Jolly Technologies makes no warranties, express or implied in this
document. Jolly, Jolly Technologies, Label Flow, Lobby Track, and Command Line Utility are either trademarks or registered
trademarks of Jolly, Inc. in the United States of America and/or other countries. The names of actual companies and products
mentioned herein may be the trademarks of their respective owners.
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