PersonalEffect System

Installation Guide
Version 13.2
Notices

© 2024 XMPie®, A CareAR Company. All rights reserved.

U.S. Patents 6948115, 7406194, 7548338, 7757169, 10180815, 10491947 B1, JP Patent 4406364B and pending patents.

PersonalEffect System Version 13.2 Installation Guide, Document Revision: 3.3, June 2024

For information, contact XMPie Inc.

485 Lexington Avenue 25th. Floor

New York, NY 10017
More information can be found at [Link]

XMPie provides this publication "as is" without warranty of any kind, either express or implied. This publication may contain technical
inaccuracies or typographical errors. While every precaution has been taken in the preparation of this document, the publisher and author
assume no responsibility for errors or omissions. Nor is any liability assumed for damages resulting from the use of the information contained
herein. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. XMPie
may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time.

XMPie, the XMPIE logo, PersonalEffect, uChart, uCreate, uDirect, uEdit, uImage, uPlan, uProduce, uStore, StoreFlow, TransMedia, Circle,
ADOR, XLIM, eMedia Cloud, RURL, XMPL, OpenXM and the slogan "one to one in one" are trademarks or registered trademarks of XMPie, A
Xerox Company, and may not be used without permission. No part of these materials may be used or reproduced in any form, or by any means,
without the express written consent of XMPie. To request permission to use these materials, please contact marketing@[Link].

XEROX® and XEROX FreeFlow®, FreeFlow Output Manager® and FreeFlow Process Manager® are trademarks of Xerox Corporation in the
United States and/or other countries.

Adobe Acrobat, Adobe Illustrator, Adobe InDesign, Adobe Photoshop and Adobe After Effects are trademarks of Adobe Systems
Incorporated.

SQL Server, Windows Server, Windows, Microsoft Office, Microsoft Excel and Microsoft Access are trademarks or registered trademarks of
Microsoft Corporation.

Mac OS is a trademark of Apple Computer, Inc. ComponentArt is a trademark of ComponentArt Inc.

Other trademarks and service marks are the property of their respective owners.
Contents
Chapter 1: PersonalEffect Configurations.................................................................................. 1
uProduce Server ............................................................................................................................................................................. 1
System Configuration .......................................................................................................................................................... 1
XMPie Turn-Key Systems........................................................................................................................................... 1
XMPie Enterprise Platforms ..................................................................................................................................... 2

Chapter 2: Preparing the uProduce Environment .................................................................... 4

Hardware and Software Requirements ................................................................................................................................. 4
Installation Overview ................................................................................................................................................................... 4
Performance Considerations ..................................................................................................................................................... 5
Checking Server Settings ............................................................................................................................................................ 5
Server Name Limitations ..................................................................................................................................................... 5
Checking the Name of the Computer ............................................................................................................................. 6
Installing Service Packs and Hot Fixes .................................................................................................................................... 6
Disabling Error Reporting ........................................................................................................................................................... 6
Disabling Windows Defender.................................................................................................................................................... 7
Enabling Remote Desktop Connection .................................................................................................................................. 7
Installing Microsoft Windows System andSoftware Components .............................................................................. 7
Installing IIS, MSMQ and Storage Services on WindowsServer ........................................................................... 8
Installing Microsoft SQL Server..................................................................................................................................... 12
Creating a Login in SQL Server for Windows Authentication .................................................................... 12
Creating an SQL Server Login Using SQL Server Management Studio .................................................. 13
Installing Adobe InDesign Server (AIS) ............................................................................................................................... 14
Installing Adobe Photoshop/Illustrator .............................................................................................................................. 14
Updating Adobe CC Suite ........................................................................................................................................................ 15

Chapter 3: Installing uProduce.................................................................................................... 16

Installing uProduce ..................................................................................................................................................................... 16
Installing the uProduce Server and AdditionalServers ................................................................................................. 16
Adding XMPie Licenses in the uProduceLicense Manager .......................................................................................... 22
Installing uProduce Extensions and uImageProcessing Unit ...................................................................................... 23
Configuring uProduce Server for SSL inuCreate Print Connectivity ....................................................................... 25
Setting up the IIS Log Folder .................................................................................................................................................... 26

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Upgrading uProduce .................................................................................................................................................................. 27
Repairing a uProduce Installation ......................................................................................................................................... 27
Uninstalling uProduce ............................................................................................................................................................... 28

Chapter 4: Installing Circle Agent............................................................................................... 29

Installing Circle Agent ............................................................................................................................................................... 29
Installation Process .................................................................................................................................................................... 29
Initial Agent Setup - Creating the CircleConnection ..................................................................................................... 30
Configuring Proxy Settings.............................................................................................................................................. 30
Setting up uProduce System Details ............................................................................................................................ 31
Setting up Circle Account Access Permissions ........................................................................................................ 31
Testing and Saving your Settings ................................................................................................................................... 33
Subsequent Agent Setup - Using the ExistingCircle Connection .............................................................................. 34
Enabling Cloud Tracking ............................................................................................................................................................ 35

Chapter 5: Using Helicon ISAPI_Rewrite for Friendly URLs and Setting up a Proxy
Server.................................................................................................................................................. 36
Introduction to ISAPI_Rewrite ............................................................................................................................................... 36
Setting Up Secure Access through a ProxyServer ........................................................................................................... 36
Firewall Setup ............................................................................................................................................................................... 37
Helicon ISAPI_Rewrite Installation ...................................................................................................................................... 38
ISAPI_Rewrite License Keys ............................................................................................................................................ 38
Installing ISAPI_Rewrite on a Proxy Server ............................................................................................................... 38
Setting up a Proxy Server on a uProduce server ...................................................................................................... 38
ISAPI_Rewrite Installation and Update ...................................................................................................................... 39
Installing the ISAPI_Rewrite on a Proxy Server ............................................................................................... 39
Registering ISAPI_Rewrite 3.x ............................................................................................................................... 40
Updating the Proxy Server with Friendly URL Settings ................................................................................ 40

Chatper 6: Testing and Troubleshooting .................................................................................. 42

uProduce Interface ..................................................................................................................................................................... 42
Logging in as Administrator ..................................................................................................................................................... 43
Creating a New Account ........................................................................................................................................................... 45
Uploading a Campaign ............................................................................................................................................................... 46
Proofing Documents .................................................................................................................................................................. 47

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Chapter 7: Installing FTP Server on IIS WebServer to Support PersonalEffect ............ 50
Installing an FTP Server on an Existing IIS WebServer .................................................................................................. 50
Creating a New Local User Account on a Windows Server using the Windows Interface .............................. 51
Removing the Newly Created Users from the UsersGroup ................................................................................ 51
Adding an FTP Site ...................................................................................................................................................................... 51
Configuring FTP User Isolation .............................................................................................................................................. 52
Adding the XMPL Application (Virtual Folder) to theRoot FTP Site .............................................................. 52
Adding an Allow Authorization Rule for an <rurl-username> User ........................................................................ 53
Adding an Allow Authorization Rule for an <xmpl-username> User ..................................................................... 53
Fine Tuning for FTP Authorization Rules ............................................................................................................................ 53
Enabling FTP Passive Mode on IIS for ServersRunning on Top of Amazon EC2 .................................................. 54

Chapter 8: Installing eCompose Add-On on uProduce ........................................................ 55

Overview ........................................................................................................................................................................................ 55
System Preparation .................................................................................................................................................................... 55
Installation ..................................................................................................................................................................................... 55
Post Installation ........................................................................................................................................................................... 57

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Chapter 1: PersonalEffect Configurations

uProduce Server
uProduce is the main component of PersonalEffect configurations. uProduce is a production server and
campaign dashboard application, driven by a browser- based interface.
The tasks users can perform using the uProduce Server(s) include:
• Defining the real database(s) and Assets that will be used to generate personalized Documents
• Managing the personalized Document’s production to various media formats
• Actual generation of target media file formats for rendering personalized Documents
uProduce is also responsible for Campaign management and enables users to manage Accounts, Campaigns
included in the Accounts, and users who are authorized to access those Campaigns and Accounts.

System Configuration
PersonalEffect is available in two types of configurations:
• XMPie Turn-Key Systems
• XMPie Enterprise Platforms

XMPie Turn-Key Systems

A basic XMPie Turn-Key system includes the following components:
• A single uProduce Server that cannot be extended with any Extension servers.
• uImage Processing Unit (optional) - a dedicated uImage computer used for processing personalized
images generated in Photoshop and Illustrator. The uImage Processing Units are add-ons used to
offload computing demands from uProduce Server, related to Photoshop and Illustrator.
• Local workstations - at least one workstation is required. These workstations are used for XMPie
authoring tools such as uPlan and uCreate and for proofing.

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 Chapter 1: PersonalEffect Configurations

The following is a sample configuration of the XMPie Turn-Key system.

XMPie Enterprise Platforms

The XMPie Enterprise Platforms include at least two uProduce servers: one Director and one Extension.
Following is a list of the main components of the XMPie Enterprise Platform:
• uProduce Director – the uProduce primary server that manages the production environment.
• Extension Server – an additional uProduce Server for print and email batch production. Extension
Servers offload intensive computing demands from uProduce Director, increase system capacity
and improve production.
• uImage Processing Unit (optional) - a dedicated uImage computer used for processing personalized
image generated in Photoshop and Illustrator. The uImage Processing Units are add-ons used to
offload computing demands related to Photoshop and Illustrator processing from the uProduce
Server.
• Local workstations – at least one workstation is required. Workstations are used for XMPie
authoring tools such as uPlan and uCreate and for proofing.

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 Chapter 1: PersonalEffect Configurations

The following shows a sample XMPie Enterprise Platform configuration.

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Chapter 2: Preparing the uProduce
Environment
This chapter explains how to install Microsoft Windows system and software components and how to install
the required Adobe software. In addition, additional server settings and prerequisites that are essential for
the functioning of the uProduce server will be explained.
Before installing the uProduce software, verify that:
• All computers on which you intend to install the uProduce software are NOT a Domain Controller.
• Avoid using the NTFS file compression on the uProduce Server (especially if the SQL Server is
installed on the same computer).
• All computers have an up-to-date Windows Server operating system.
• The uProduce Server includes Internet Information Services (IIS) and Message Queuing (MSMQ)
and .Net Framework, if the SQL Server is installed on the same computer as uProduce.
• The uProduce Extension Server and uImage Processing Unit include the MSMQ component.
• Ensure you have the following:
• Link to the download site provided by your XMPie Supportrepresentative

• Adobe InDesign Server (AIS) installation package (optional)

• Adobe ID for Adobe Creative Cloud membership (for AdobePhotoshop/Illustrator) in case of

uImage Server installation
• License keys: XMPie License Keys, Adobe License Key, Helicon LicenseKey

• uProduce administrative username (for example, an existing Domainuser or Local user, to be

used by the uProduce installer)

Hardware and Software Requirements

The hardware and software requirements for an XMPie PersonalEffect configuration can be found in the
Customer Expectation Document (CED) on the Info Portal.

Installation Overview
Installing the XMPie Server environment includes several stages:
1. Checking server settings, installing service packs and hot fixes, disabling error reporting, disabling
Windows Defender and enabling remote desktop connection.
Start with Checking Server Settings.

2. Installing and configuring the required Windows operating systemcomponents.

For details, see Installing Microsoft Windows System and Software Components.

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 Chapter 2: Preparing the uProduce Environment

3. Installing the required software on the uProduce Server or uProduce Directorand Extension
Servers, as well as any additional Extension Servers or add-ons.
For details, see Installing uProduce.

4. Installing the Circle Agent (2G only).

For details, see Installing Circle Agent.
5. Installing the XMPL Server (2G only).
For details, see XMPL Server Installation Guide.
6. Installing Helicon ISAPI_Rewrite.
For information on using Helicon ISAPI_Rewrite for friendly URLs and on setting up your system to
act as a Proxy Server, see Using Helicon ISAPI_Rewrite for Friendly URLs and Setting up a Proxy
Server.

7. Making sure that uProduce is properly installed and running.

For details, see Testing and Troubleshooting.

Performance Considerations
To improve the performance of the uProduce Server as well as the Extension Server or uImage Processing
Unit, install each component on a dedicated computer. No other software application should be installed on
these servers.
Installing and running antivirus software on these computers might affect theirperformance and may
require specific settings, in order to reduce performancedegradation to a minimum.
For more information, see Excluding folders from antivirus scanning on PersonalEffect servers.
Similarly, install XMPie desktop applications such as uPlan and uCreate on dedicated computers and not on
the same computer as the uProduce Server.

Checking Server Settings

This section offers important details regarding uProduce, Director and Extension Server name limitations.
You are required to verify these settings to ensure properfunctionality of the uProduce Server.

Server Name Limitations

The computer on which you install uProduce must have a host name that includes only alphanumeric
characters, dots ("."), or dashes ("-"). In addition, it must not exceed 15 characters.

Note: Do not install uProduce on a computer whose name containsany characters other than dot ("."),
dash ("-"), or English letters and numbers.

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 Chapter 2: Preparing the uProduce Environment

Checking the Name of the Computer

To check the name of the computer that you are using:

1. Go to Control Panel > System.

The Control Panel System window is displayed.
2. Under View basic information about your computer>Computer name, domain and workgroup
settings section, click Change…
The User Account Control window is displayed.
3. Click Continue.
The System Properties > Computer Name tab is displayed.
4. Check the Full computer name, to make sure it includes only alphanumeric characters, dots ("."), or
dashes ("-"), and does not exceed 15 characters.

5. To edit the computer name (if necessary) click Change.

The Computer Name/Domain Changes window opens.
6. Under Computer Name, type the new name.

7. Click OK to close the Computer Name/Domain Changes window.

An information message window is displayed announcing that you have to restart your computer.

8. Click OK.

9. Click Close, to close the System Properties window.

A message window is displayed asking you to restart your computer.
10. Click Restart Now to force the changes to take effect.

Installing Service Packs and Hot Fixes

Ensure that you have the necessary Service Pack and hot fixes for the WindowsServer operating system.

Disabling Error Reporting

Windows Server environments include automatic error reporting settings thatmight disrupt the proper
functioning of the uProduce software, and therefore should be disabled.

To disable Error Reporting on Windows Server:

1. Open Services from the Run dialog box.

2. Enter [Link] to open Services.

3. Find Windows Error Reporting Service and then right-click it.

4. Choose the Properties option from the context menu.

5. From the Startup type list, select Disabled.

6. Click OK or to save the changes and close the Services window.

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Disabling Windows Defender

In order to maintain good performance, it is recommended that you turn offWindows Defender in Windows
Server.

To disable Windows Defender on Windows Server:

1. Start Windows and open the Server Manager.

2. Open the Local Server>Properties screen.

3. Next to Windows Defender, click the Real-Time Protection: On link.

4. In the Settings dialog box, turn off Windows Defender options.

Enabling Remote Desktop Connection

Remote Desktop enables the remote management of the Windows Server machine on which the uProduce
Server is to be installed. This feature does not require a license and allows a maximum of two remote
connections. The remote management is typically intended for support purposes.
Note that Remote Desktop is required on all XMPie servers.

To enable Remote Desktop Connection on Windows:

1. Go to the Control Panel>System and Security>System.

2. On the left panel, click Remote Settings.

3. The System Properties dialog box is displayed.

4. In the Remote Desktop section, select the Allow connections only from computers running Remote
Desktop with Network Level Authentication(recommended) option.

5. Save your settings and close the System Properties dialog box.

Installing Microsoft Windows System and Software

Components
The following are the procedures to install Internet Information Services (IIS), Microsoft Message Queuing
(MSMQ) and Storage/File Services on an up-to-date Windows Server.

Note: Internet Information Services (IIS) is required only on theuProduce Server, and not on the Extension
or UPU machines.

On Windows Server, you install the Internet Information Services (IIS), Microsoft Message Queuing
(MSMQ) and Storage Services in a single procedure.

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 Chapter 2: Preparing the uProduce Environment

Installing IIS, MSMQ and Storage Services on WindowsServer

The IIS component should be installed on the uProduce Server and/or uProduce Director Server.
The MSMQ component should be installed on every uProduce Server (uProduce, Director, Extension or
uImage Processing Unit).

To install IIS, MSMQ and Storage Services on Windows Server:

1. Open the Server Manager.

2. In the Manage menu, select Add Roles and Features.

3. In the Before You Begin screen, click Next.

4. On the Installation Type tab, select the Role-based or feature-basedinstallation option and then
click Next.
5. On the Server Selection tab, select the required server and then click [Link] that Local is
selected by default.
In the example below, the server Sandy1 is selected.

6. In the Select server roles screen, in the Roles list, select File And StorageServices > Storage Services.
Note that this component may already be installed on the server.

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 Chapter 2: Preparing the uProduce Environment

7. Scroll down the list and select Web Server (IIS).

8. If a dialog box asking to add the Web Server (IIS) Management Tools feature is displayed, click Add
Features.

Note: The Windows Server Update Services should not be installed. Make sure that this checkbox
is unchecked before clicking Next.

9. Click Next.

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 Chapter 2: Preparing the uProduce Environment

10. In the Select features screen, in the Features list, select the following options:

• .Net Framework 3.5 Features

• HTTP Activation under .Net Framework 4.5/4.6 > WCF Services.

Once you select the HTTP Activation, you are required to confirm the installation of Windows
Process Activation Service:

Click Add Features to proceed.

• Message Queuing Server, under Message Queuing > Message Queuing Services.

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11. Click Next.

12. In the Web Server Role (IIS) screen, click Next.

13. In the Role Services list, make sure that the following options are selected:
Under Common HTTP features, select:
• Default Document

• Directory Browsing
• HTTP Errors

• Static Content
Under Health and Diagnostics, select:
• HTTP Logging
• Custom Logging

• Logging Tools
Under Performance, select:
• Static Content Compression
Under Security, select:
• Request Filtering

• Basic Authentication

• IIS Client Certificate Mapping Authentication

• Windows Authentication
Under Application Development, select:
• .Net Extensibility 3.5
If a dialog box asking to add features that are required for .NETExtensibility 3.5 is displayed,
click Add Features.
• .Net Extensibility 4.5/4.6

• ASP
If a dialog box asking to add features that are required for ASP is displayed, click Add Features.
• [Link] 3.5
If a dialog box asking to add features that are required for ASP .NET 3.5 is displayed, click Add
Features.
• [Link] 4.5/4.6
Under Management Tools, select all available options including the sub-options under IIS 6
Management Compatibility.
14. Click Next.

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15. In the Confirm installation selections screen, click Install.

The installation progress screen is displayed. It includes a summary of the installation settings and a
progress bar.
16. When the installation process is completed, click Close to exit the Add Roles and Features Wizard.

Installing Microsoft SQL Server

uProduce comes by default with Microsoft SQL Server Express Edition with Advanced services. The SQL
installation for uProduce has custom settings that need to be implemented.
Important! For optimal security, XMPie recommends that you install XMPie’s server solutions with
Windows Authentication mode.

Creating a Login in SQL Server for Windows Authentication

Note: This procedure is relevant only if you intend to choose Windows Authentication during the
installation of XMPie Server products.

This section describes how to create a login in SQL Server by using SQL Server Management Studio. A login
is the identity of the person or process that is connecting to an instance of SQL Server.
Overview
Due to security principles, SQL Server authentication might not be permitted by certain organizations. In
such scenarios, Windows Authentication is mandatory.
In order to connect to SQL Server, prior to the installation of XMPie server products (uProduce, uStore), you
must create a login based on a Windows principle (such as a domain user account or a Windows local user
account).

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Prerequisites
Before creating SQL Server logins, make sure you have prepared two Windows account users (either a
domain user account or a Windows local user account). Work with your network administrator to ensure
that these accounts are ready to use.
• XMPie-Installer-User - this account will be used by XMPie server applications for connecting to the
SQL Server database and for the installation process only.
• XMPie-Application-User (Service User) – this account will be used by XMPie server applications,
and all internal activities will be performed through this account.
Despite security concerns, you can alternatively use a single user both for the installation process and
XMPie application internal activities.

Creating an SQL Server Login Using SQL Server Management Studio

Note: This procedure varies depending on your SQL Server version.

1. On the taskbar, click Start, point to All Programs, point to Microsoft SQL Server, and then click SQL
Server Management Studio.
The Connect to Server window is displayed.

2. Log in to the SQL Server Management Studio with the corresponding credentials.

3. In Object Explorer, expand the folder of the server instance in which you want to create the new
login.
4. Right-click the Security folder, point to New, and select Login….

5. In the Login – New dialog box, on the General page, enter the name of the Install-User in the Login
name box. Alternately, click Search… to open the Select User or Group dialog box.
If you click Search.
• Under Select this object type, click Object Types… to open the Object Types dialog box and
select any or all the following: Built-in security principals, Groups and Users. Built-in security
principals and Users are selected by default. When finished, click OK.

• Under From this location, click Locations… to open the Locations dialog box and select one of the
available server locations. When finished, click OK.

• Under Enter the object name to select (examples), enter the XMPIE- Installer-User that you
want to find.

• Click Advanced… for more advanced search options.

• Click OK.

6. To create a login based on a Windows principal, select Windows authentication. This is the default
selection.
7. From the Default database list, select a default database for the login. Master is the default for this
option.

8. From the Default language list, select a default language for the login.

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9. Go to the Server Roles page, select the dbcreator check box. The public server role is already
selected by default. If not, make sure to select it as well.
10. Click OK to close the Login – New dialog box.

11. Repeat steps 3-8 in order to create the XMPie-Application-User. Note that for this user, only the
public role is sufficient.
You may now proceed with XMPie Server application installation.
From this point on, the instructions in this guide assume that you have completedthe SQL Server installation.

Installing Adobe InDesign Server (AIS)

In XMPie Turn-key systems, Adobe InDesign Server is installed on the uProduce Server.
In XMPie Enterprise platforms, Adobe InDesign Server is installed on the Extension server.
In order to get the Adobe InDesign Server installation package, contact Support.
• Do not install AIS on a uProduce eMedia Extension server.
• In case uImage server resides on the same production server where Adobe InDesign is intended to
be installed, you must use the same Adobe ID for both Adobe products.

Note: Repeat the installation on every Extension Server where Adobe InDesign server is installed.

Installing Adobe Photoshop/Illustrator

In XMPie Turn-key systems, Adobe Photoshop or Illustrator are installed on the uProduce Server or on the
uImage Processing Unit.
In XMPie Enterprise Platforms, Adobe Photoshop/Illustrator are installed on the Extension Server and on
the uImage Processing Unit (if exists).
Installation of Adobe Photoshop and Adobe Illustrator involves installation of the Adobe Creative Cloud
application. Adobe Creative Cloud allows you to download, install and update Adobe applications.
Due to Adobe requirements, you must have an active internet connection during download, installation and
operation of the applications. In addition, you must have an Adobe Creative Cloud membership.

Note: If uImage is used with Adobe CC-2022/2023 apps, it must be installed separately on a PC
workstation.

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 Chapter 2: Preparing the uProduce Environment

Updating Adobe CC Suite

Prior to updating Adobe applications, configure the Adobe Creative Cloud so that it does not automatically
install updates.
The following procedure is relevant for Adobe Photoshop and Adobe Illustrator products that are installed
on the uProduce Server/Extension or on the uImage Processing Unit.
1. Start Adobe Photoshop or Adobe Illustrator immediately after you complete the installation and
activation procedures.

2. From the Help menu select Updates. The Creative Cloud application opens.

3. At the top right corner, click the More Options icon, and select Preferences.

4. Under the Auto Update section, ensure that the Enable auto-update checkbox is not selected.

5. Exit Adobe Photoshop or Adobe Illustrator.

Note: Remember to repeat the above procedure on every computer that serves as a uImage
Processing Unit.

Make sure that you set up Adobe update preferences for all uProduce active users.

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Chapter 3: Installing uProduce

Installing uProduce
This chapter covers the following procedures:
• Installing the uProduce Server and Additional Servers
• Adding XMPie Licenses in the uProduce License Manager
• Installing uProduce Extensions and uImage Processing Unit
• Configuring uProduce Server for SSL in uCreate Print Connectivity
• Setting up the IIS Log Folder
• Upgrading uProduce
• Repairing a uProduce Installation
• Uninstalling uProduce

Note: XMPie PersonalEffect does not support installation on computer systems that utilize Federal
Information Processing Standards (FIPS). For more information on Federal Information Processing
standards and guidelines, refer to the National Institute of Standards and Technology (NIST).

Installing the uProduce Server and Additional Servers

This section guides you through the installation procedures of the following uProduce components:
• uProduce Server
• uProduce Director
• uProduce Extension Server
• uImage Processing Unit
To select your type of installation, enter the appropriate license key when prompted.

To perform this procedure, you will need:

• The XMPie uProduce Server [Link] that you downloaded from the XMPie download site
provided by the Support representative.

To install the uProduce software:

1. To start the installation process, locate the uProduce Installation folder and double-click the XMPie
uProduce Server [Link] file.
Depending on your computer’s security settings, you might get the following message right after
clicking the installation file.

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 Chapter 3: Installing uProduce

2. Click Allow to proceed with the installation.

The Welcome to the InstallShield Wizard for XMPie uProduce Server screenis displayed.

3. Click Next to begin the installation.

The License Agreement screen is displayed.

4. Read the license agreement carefully. Select I accept the terms of the license agreement to accept
its terms and then click Next to continue. If you select I do not accept the terms of the license
agreement, you will not be able to continue the installation process.
The Customer Information screen is displayed:

5. Enter your information under: User Name, Company Name and the License Key for the uProduce
installation or the uImage Processing Unit installation, as provided by XMPie.

6. Click Next.

7. If Adobe Photoshop is installed on your server, the uProduce installer will automatically install the
uImage component on the same server. If you do not intend to install uImage on this server, make
sure to uninstall Adobe Photoshop prior to the uProduce installation.
If Adobe Photoshop is not installed on your server, the uImage screen is displayed asking you if you
want to run uImage installation.

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 Chapter 3: Installing uProduce

• If you want to install uImage on that server, make sure that you first install the English version of
the Adobe Photoshop software, then continue the installation of uProduce and select Yes in the
uImage screen. If Adobe Photoshop is not installed and you select Yes, the installation process
will be blocked.
• If you do not want to install uImage on that server, click No and proceed with the installation
process.

8. Click Next to continue.

The Choose Destination Location screen is displayed.

By default, the installation destination is set to the root of the largest disk (orpartition) available on
your system.
9. In the Choose Destination Location screen, do one of the following:

• To install uProduce in the default destination, click Next.

• To install uProduce in a different location on the same computer, click Change.

• To install uProduce File System on a remote location such as an external storage or file server:

− First, select the Install uProduce File System to separate location checkbox, and then click the
new Change button that appears.

− Browse to the remote location or type its path using the UNC syntax. For example, \\<server
name>\<remote_shared_folder>.
Make sure that the shared folder is created prior to the uProduce installation and that its sharing
permissions are set to allow full access for a uProduce user. The same user has to be defined during
the installation process in the Logon Information screen of the uProduce Installation Wizard.

Note: It is highly recommended that you install uProduce on a different partition from the
operating system partition.

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The Database Server Login screen is displayed:

The Database Server Login screen enables you to connect to local or remote database servers.
Connect to a database by defining the database server connection as follow:
<computer_name>\<instance_name>.
Alternatively, click Browse to select a database server from your local network. The installer
searches your network for computers that have an SQL Server database installed.
The resulting list is displayed in the Browse - Database Server dialog.

Note: You must select the database from the list in the Browse - Database Server dialog rather than
typing it in the Database Server field.
If SQL Browse Service is disabled, in order to install uProduce you must add in the Database Server
field: 1433. Example: <computer_name>\<instance_name>, 1433

10. Select the database, to which you want to connect, and click OK. The name of the database server is
displayed in the Database Server.

11. Select whether to connect using the SQL Server Authentication (SQL Server Authentication using
Login ID and Password) or using Windows Authentication.

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Note: If you select Window Authentication when connecting to a remote database, you must be
familiar with the login information. You mustalso make sure you completed the procedure of
creating a login in SQLServer for Windows Authentication, described in Installing Microsoft SQL
Server.

12. If you selected SQL Server Authentication using Login ID and Password, enter the Login ID and the
Password to connect to the uProduce database. Click Next to continue.
The installer checks the connection to the database server and verifies the Login ID and Password
you provided to connect to the uProduce database.
13. If you selected Windows Authentication, the logged in Windows account will be used during the
installation process.

14. Click Next.

uProduce Server uses the Windows user account to run its internal services.
This user account is set up differently, depending on whether uProduce is installed as part of a
Workgroup or as part of a Domain.
• When the uProduce Server is part of a Workgroup, the installer will ask for the User name and
Password. In the Domain field, the name of the local computer will be automatically selected.

• When the uProduce Server is part of a Domain, the installer will ask for the User name,
Password and Domain name. In the Domain field, make sure you choose the domain name and
not the local computer.

Note: When the uProduce Server is part of a Domain, it is mandatory to add the Domain user, that
will be authorized to run uProduce services, to the local Administrators group prior to specifying
the user account for uProduce in the Logon Information screen.

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 Chapter 3: Installing uProduce

15. Specify the user account for uProduce:

• In the Logon Information window, click Browse to select a user from the users that already exist
on the computer to which you connect (local or remote). The Browse Users dialog is displayed.

Select the user you want to use from the list and then click OK.
-OR-
Click New User to create a new local user. The Create Local User dialog box opens.
• Enter the user information in the User Name, Password and Confirm password fields:

The installer creates a new Windows user with the name and password youprovided, and adds it
to the local Administrators group.
16. Click Next when you finish setting up the uProduce user account. The Ready to Install the Program
screen is displayed.
17. Click Install to begin the uProduce installation. The uProduce Server Setup begins copying files onto
the host computer.
When the process is completed, the InstallShield Wizard Complete screen is displayed.
18. Select Yes, I want to restart my computer now and then click Finish to restart your server.

19. In order for the tasks to run without limits of any conditions, from your Control Panel, open the Task
Scheduler.

• On the left panel select Task Scheduler Library.

• Right-click each of the XMPie tasks (beginning with “XMP”), select Properties > Conditions tab.

• Ensure the condition Start the task only if the computer is on AC power is removed.

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 Chapter 3: Installing uProduce

20. You can now:

• Proceed to add licenses for your uProduce Server add-ons using the uProduce License Manager,
see Adding XMPie Licenses in the uProduce License Manager.

• Begin creating Accounts and users, as described in Testing and Troubleshooting.

• You can repair errors in the installation procedure, such as missing or corrupt files, using the
uProduce System Repair mechanism. See Repairing a uProduce Installation.

Adding XMPie Licenses in the uProduce License

Manager
The License Manager enables you to add separate licenses for the following uProduce add-ons:
• Volume packs for a specific amount of production units, or a full license for an unlimited number of
production units.
• Other XMPie add-ons and software licenses: uImage Production, uProduce Extension Server(s), PE
Analytics, MI (Multi-Instance) Production, uChart, VIPP Enabler(s)* and Connectivity.
* For every composition server you must install a VIPP Enabler license.
You are required to enter the XMPie License Keys in the License Manager on the uProduce Server after
installing the uProduce software, as well as any time you wish to add one of the above add-ons and software.
The following procedure describes the steps required for adding licenses using the License Manager.

Note: In order to retrieve the Activation Key, an Internet connection is required.

To add XMPie Licenses and Activation Keys:

1. Open your Web browser and go to the uProduce webpage:

[Link]
Replace “machinename” with the name or IP Address of the server on which uProduce Server is
installed.
2. Log in to uProduce with the default Administrator credentials.
3. After you logged into the uProduce Dashboard, go to Settings > License Manager.

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 Chapter 3: Installing uProduce

4. Type in (or copy) the appropriate XMPie license key into the License Key field.

5. Go to the XMPie activation site by clicking [Link]

The Machine ID and the License are automatically entered on the XMPie License Key Activation
Site page.

If your server does not have an active internet connection, open the internet browser on another
computer, that has an internet connection, and go to [Link] Type, or
paste in, the Machine ID in the top field and the License Key in the License Key field.
6. Click Get Activation Key. The new Activation Key is displayed in your browser.

7. Copy the Activation Key and paste it into the Activation Key field of the License Manager screen in
uProduce.
You should now have all the information required by the License Manager.

8. Click Install to proceed.

The license is installed, and a message is displayed, indicating that the operation has been
completed successfully.
To add more licenses, repeat the above procedure.
9. Once license installations are complete, restart the servers.

Installing uProduce Extensions and uImage

Processing Unit
uProduce Extension Servers enable you to extend your processing capabilities thus offload some of the
production tasks to a separate server, whether uProduce Extension Server or uImage Processing Unit. Using
Extension servers enables you to free up the resources in the uProduce Director and maximize overall
performance.
The following procedure guides you through the process of installing the uProduce Extension Server and
the uImage Processing Unit.

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 Chapter 3: Installing uProduce

To perform this procedure, you will need:

• The file XMPie uProduce Server [Link] that you downloaded from the XMPie download site
provided by the Support representative.
• The same administrative username and password that you used during the uProduce Director
installation.

To install the uProduce Extension Server and/or the uImage Processing Unit:
1. Log on to the server on which you want to install the uProduce Extension Server. When you log on,
make sure to use the same administrative username and password you defined during the
installation of the uProduce Director. See Installing the uProduce Server and Additional Servers.
2. To start the installation, locate the uProduce Installation folder and double- click the XMPie
uProduce Server [Link] file.

3. Follow the installation procedure as described in See Installing the uProduce Server and Additional
Servers.
When the Customer Information screen is displayed, enter the User Name, Company Name and
uProduce Extension Server or the uImage Processing Unit License Key, as provided by XMPie, in
the License Key field.

Note: The license for uImage Processing Unit is dedicated exclusively for uImage production jobs.

The installation process will continue similar to the uProduce installation process.

Note: The Adobe software (Photoshop and Illustrator) installed on the uImage Processing Unit is
very resource intensive. Although the uImage Processing Unit can run on desktop operating
systems, it requires a dedicated computer. Do not install any additional software on the uImage
Processing Unit computer.

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 Chapter 3: Installing uProduce

Configuring uProduce Server for SSL in uCreate Print

Connectivity
When working in uCreate Print connectivity with uProduce or Circle through the HTTPS protocol, the
following settings have to be done.
Prior to this procedure, a host name needs to be defined and an SSL certificate needs to be acquired.

Note: SSL supports only uCreate Print connectivity.

1. Open the IIS Manager.

2. Go to the Default Web Site, and in the Actions panel on the right click Bindings.

3. Set the Site Bindings dialog box to appear as follows:

4. Restart the IIS.

5. In the Control Panel, select Windows Firewall.

6. On the left panel, click Turn Windows Firewall on or off.

7. Select Turn on Windows Firewall for both private and public networks.

8. Click OK.

9. On the left panel, click Advanced Settings.

The Windows Firewall with Advanced Security on Local Computer dialog box opens.
10. On the left, select Inbound Rules.

11. In the Actions panel, select New Rule. The New Inbound Rule Wizard opens.

12. Set the following:

• In the Rule Type page, select Port.

• In the Protocol and Ports page, select TCP, Specific local ports: 80

• In the Action page, select Block the connection.

• In the Profile page, select all checkboxes.

• In the Name page, provide a name for the rule, and click Finish.
A new rule is created and appears in the Inbound Rules list.

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 Chapter 3: Installing uProduce

Setting up the IIS Log Folder

On the Windows Server operating system, IIS Logging is automatically enabled.
The log folder resides on the uProduce Server and is set by default to the following path:
<SystemDrive>\inetpub\logs\LogFiles. It is advisable that you save the log files in a drive that does not
contain the operating system. A recommended location for the IIS log files would be the XMPie installation
folder.

To change the IIS log folder location:

1. In the XMPie installation folder, create a new folder and name it IISLogs.

2. Open the Internet Information Services (IIS) Manager by going to the Control Panel, pointing to
Administrative Tools, and then clicking Internet Information Services (IIS) Manager.

3. Click Continue.

4. In the Internet Information Services (IIS) Manager Window, expand the Sites folder.

The Default Web Site root is displayed.

5. Double-click Logging in the Features page. The Logging page is displayed:

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 Chapter 3: Installing uProduce

6. In the Directory field, set the new Log File Directory path to the IIS Logs folder you have created in
step 1 above (for example, D:\XMPie\IISLogs).
7. Click Apply in the Actions pane on the left, and then close the Internet Information Services (IIS)
Manager window.

Upgrading uProduce
Before upgrading uProduce to a new version, make sure you do the following:
1. Back up the entire XMPie folder using Windows backup tool (or any other backup utility).

2. Back up all XMPie databases before beginning an upgrade.

3. To install the most recent version of Adobe products:

• Completely remove the currently installed Adobe products from the uProduce Server, uProduce
Extension Server and any additional uImage Processing Units (if exist).

• Install the latest Adobe products on the uProduce Server, uProduce Extension Server (see
Installing Adobe InDesign Server (AIS) and any additional uImage Processing Units (if exist).

Repairing a uProduce Installation

uProduce System Repair enables you to repair your uProduce installation by re- installing the uProduce
components without affecting your stored Campaigns or any other data on your uProduce server. It is highly
advisable to back up your data by:
• Backing up your XMPie folder using Windows Backup tool or any other backup utility.
• Saving the Campaigns you want to back up as CPKG files.

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To repair your uProduce installation:

You must log in to the computer on which uProduce is installed as the user who first installed uProduce.
1. Go to Control Panel > Program and Features.

2. Locate the XMPie uProduce Server program and click Change.

3. Select Repair and click Next. Follow the installation procedure as described in Installing the
uProduce Server and Additional Servers.

Note: If you need to modify the installation settings, such as user name or database server login, choose
Modify.
You cannot change the installation folder on which uProduce is installed.

Uninstalling uProduce
To uninstall uProduce software:

1. Begin by logging into the uProduce Extension Server, if one exists. Otherwise, begin with the
uProduce Director.
2. Go to Control Panel>Programs and Features and select XMPie uProduce Server Program.

3. Click Uninstall.

4. Click Yes to confirm removal of the XMPie uProduce Server.

5. Click OK to close the Uninstall screen.

6. Repeat this procedure on all additional uProduce Extension Servers, and finally on the uProduce
Server.
7. Restart the server to ensure your changes are enacted.

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Chapter 4: Installing Circle Agent

Installing Circle Agent

The Circle agent connects Circle to the uProduce system.
Circle is a SaaS solution for managing campaigns, from planning touchpoints in a digital storyboard, to
setting up production and automation, through to monitoring and tracking.
uProduce is a production server system responsible for generating and managing production of
personalized documents in a range of media formats.
Installing the Circle agent enables uProduce to perform its production tasks according to the parameters
defined in Circle.
The administrator is responsible for:
• Installing the Circle agent
• Configuring the Circle agent

Note: The computer from which you are operating Circle must beconnected to the same LAN as the
uProduce system.

Installation Process
The Circle agent is a component of the uProduce system. It must be installed on each uProduce Director.

To install the Circle agent:

1. Double-click the [Link] file. The Preparing to Install window is displayed.
When the Installation Wizard is ready, the Circle agent Welcome window is displayed.

2. Click Next.
The Ready to Install the Program window is displayed.
3. Click Install.
When the installation has completed, the InstallShield Wizard Completed window is displayed.

4. Click Finish to complete the installation.

The Circle icon is added to the system tray of the server.

After the Circle agent installation has completed, you need to configure the connection between Circle and
uProduce.
Configuring the agent setting connects the uProduce system to Circle. There is always a single Circle
connection per uProduce system. The initial agent setup establishes the Circle connection. Any subsequent
agent installations in the uProduce system (e.g., in a fault-tolerance configuration) uses the existing Circle
connection.

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 Chapter 4: Installing Circle Agent

Initial Agent Setup - Creating the Circle Connection

The first time the agent is installed and set up, the Circle connection is created.
Agent setup is performed in the XMPie Circle Agent Settings window, which is automatically displayed
when completing the Circle agent installation.

Note: You can also access the XMPie Circle Agent Settings window by clicking the Circle icon in the
system tray and selecting XMPie Circle Agent Settings from the Options menu.

The procedure contains four parts:

• Configuring Proxy Settings
• Setting up uProduce System Details
• Setting up Circle Account Access Permissions
• Testing and Saving your Settings

Configuring Proxy Settings

1. In the XMPie Circle Agent Settings window, click the Show Proxy Settings link to expand the
window to display proxy settings.
The window expands to display the Proxy Settings section.

No Proxy is selected by default on a secure HTTPS connection.

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 Chapter 4: Installing Circle Agent

2. Optionally, select Use manual proxy and define the following proxy settings:
• Proxy Address: The address of the Proxy Server behind which uProduce is located. Each proxy
URL must be preceded by https://

• Port: The default port for an HTTPS connection is 443.

• User Name: The user name used to connect to the proxy server. The username must be filled in
only if the proxy server requires authentication.

• Password: The password used to connect to the proxy server. The password must be filled in
only if the proxy server requires authentication.

Setting up uProduce System Details

In the XMPie Circle Agent Settings window, in the uProduce System area, fill in the following parameters:
• uProduce System Name (visible in Circle): This name is visible in Circle and is used by the Circle
user to select a uProduce system while adding uProduce projects.
• uProduce Dashboard URL: The full URL to the Dashboard (e.g., http://
[Link]/XMPieDashboard).

Setting up Circle Account Access Permissions

1. In the XMPie Circle Agent Settings window, in the Access Permission area, click Add to add a new
Circle account.
The Add Circle Accounts window is displayed.

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 Chapter 4: Installing Circle Agent

2. Type a Circle username and Circle password in the relevant fields. This user must have Builder
permissions to all accounts.

3. Click Next.
The Add Circle Accounts selection window is displayed, listing all Circle accounts of the specified
user.

4. Select the Circle accounts to be granted access to the uProduce server and click Finish.
The selected accounts are added to the Access Permission area in the XMPie Circle Agent Settings
window.

Note: If you are using a Cross-Media system:

For the XMPL Server installation process you will need a designated user with Builder permissions to all the
accounts listed in the Access Permission area.
If at any later stage you add more accounts to the Access Permission area, make sure that your designated
Circle user has access to the additional accounts. If the user does not have permissions, add the accounts
and then repair the XMPL Server installation. For details, see XMPL Server Installation Guide.

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Testing and Saving your Settings

1. In the XMPie Circle Agent Settings window, click Test and Save.
The Test Settings window is displayed.

The Test Settings window details the steps and progress of the test. If all the tests that are
successful, “Completed successfully” is displayed.
The Circle Connection between the uProduce system and Circle now exists.
2. Click Save Settings.
The Cloud Tracking window is displayed.

Cloud Tracking is used to collect events tracked by uProduce and to store them in the cloud. This
tracking information can later be used, e.g., when defining an event filter for Circle scheduling.

Note: The events stored in the cloud do not contain any Personally Identifiable Information (PPI)
that can be used to distinguish or trace an individual’s identity.

3. Type your uProduce administrator name and password in the relevant fields and then click Connect.
You are now connected to the uProduce system.

4. Click Save.
Cloud tracking is now activated.

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 Chapter 4: Installing Circle Agent

Subsequent Agent Setup - Using the Existing Circle

Connection
Each uProduce system has a single Circle connection. You may wish to use the existing connection when:
• Supporting a fault-tolerant configuration. The Circle agent must be installed on each uProduce
Director.
• Reinstalling an agent
• Replacing a previously defined remote agent with a local agent

To set up the agent using the existing Circle Connection:

1. Install the agent on the uProduce Director (see Installation Process).

The Circle Agent Settings window is automatically displayed.
2. On opening the Circle Agent Settings window, the system immediately checks if a connection exists
for the current uProduce system. If found, the Circle User Validation window opens allowing you to
use to the existing connection.

3. Specify your Circle username and password. The Circle user must haveBuilder permissions.

4. Click Next. The Agent Settings fields are populated with the existingconnection details.

5. If required, change the settings. Note that the changes affect all agentsusing the Circle connection.

6. Click Test and Save.

The additional agent is configured to use the existing connection.

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 Chapter 4: Installing Circle Agent

Enabling Cloud Tracking

For Circle 2G, it is mandatory to enable Cloud Tracking.
To enable cloud tracking that was previously disabled, perform the following steps.
1. Click the Circle icon in the system tray.

2. Select Cloud Tracking in the options menu.

The Cloud Tracking window is displayed.

3. Type the uProduce administrator name and password and select the Cloud Tracking checkbox.

4. Click Save.

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Chapter 5: Using Helicon ISAPI_Rewrite for
Friendly URLs and Setting up a ProxyServer

Introduction to ISAPI_Rewrite
ISAPI_Rewrite is a URL rewriter for Microsoft IIS. A URL rewriter translates a complex URL into a more
comfortable and shorter URL. Another usage of the rewriter is to implement a proxy server.
Personalized web sites usually use friendly URLs. The usage of friendly URLs hides the complex parameters
and logical structure of a URL that personalized web sites require.
uProduce provides personalized web sites through the ICP technology (for more information on ICP, please
refer to the uProduce User Guide), and uses ISAPI_Rewrite for friendly URLs.
uProduce also uses ISAPI_Rewrite in the context of proxy server implementation. A proxy server is used in
front of web servers to add a layer of security. All connections coming from the web to a personalized web
site that was created using uProduce, are routed through the proxy server. This feature provides added
security by preventing direct communication between the uProduce Server and remote computers that
reside beyond the firewall.
The following sections explain how to set up ISAPI_Rewrite for proxy server and friendly URLs solution.

Setting Up Secure Access through a Proxy Server

“RURL Proxy Utils” is a uProduce feature that enables you to install ISAPI_Rewrite on a proxy server that
resides in the DMZ (Demilitarized Zone) part of the Firewall.
A typical network configuration with a Firewall can be represented as follows:

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 Chapter 5: Using Helicon ISAPI_Rewrite for Friendly URLs and Setting up a Proxy Server

Setting up a proxy configuration involves two stages:

• Firewall Setup
• Helicon ISAPI_Rewrite Installation

Firewall Setup
To allow communication into the proxy server from the web, several rules should be defined in the Firewall.
Work with your network administrator to ensure that TCP Ports 80 and 443 are accessible for
HTTP/HTTPS traffic coming:
• From the web to the proxy server
• From the proxy server to the uProduce server
In some organizations, the above settings are implemented using two Firewall devices: one between the
Web and the DMZ network - Front-End firewall, and another one between the DMZ network and the
internal LAN – Back-End firewall. In this case, the Firewall rules must be set on both Firewalls. On the Front-
End firewall, the Web client must be allowed to access into the proxy server using ports 80 and 443, and on
the Back-End Firewall, the proxy server is allowed to access the uProduce Server only via ports 80 and 443.

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 Chapter 5: Using Helicon ISAPI_Rewrite for Friendly URLs and Setting up a Proxy Server

Helicon ISAPI_Rewrite Installation

There are two possible configurations for ISAPI_Rewrite installation:
• On a Proxy Server
See Setting Up Secure Access through a Proxy Server
• On a uProduce Server
See Setting up a Proxy Server on a uProduce server

ISAPI_Rewrite License Keys

PersonalEffect XM is provided with the license key intended for installation ofHelicon ISAPI_Rewrite 3.0.

Installing ISAPI_Rewrite on a Proxy Server

A Proxy Server is a server that acts as a mediator for requests from clients seeking resources from other
servers. A Proxy Server is used to keep web servers behind it anonymous (mainly for security reasons). A
Proxy Server adds a layer of security by hiding the details of the web servers from the clients. The Proxy
Server is usually located in the Demilitarized Zone (DMZ), and the Web Servers can reside behind a Firewall.
In this configuration, uProduce and a Proxy Server are installed on two separate computers.
To install ISAPI_Rewrite on a Proxy Server follow the installation instructions below.
Before continuing to the explanation below, we can assume that the uProduce Server is already installed.
The following procedures should be performed on the Proxy Server:

uProduce server
• Install uProduce (Installing uProduce )

Proxy server
• Install ISAPI_Rewrite 3.0 full version via uProduce Admin Settings section (see ISAPI_Rewrite
Installation and Update).
• Create uProduce Rules by running the ISAPI_Rewrite VB script from uProduce Admin Settings
section (see Updating the Proxy Server with Friendly URL Settings).
• Update the Proxy Server (see Updating the Proxy Server with Friendly URL Settings).

Setting up a Proxy Server on a uProduce server

In this configuration, uProduce and the Proxy are installed on the same server, which is typically located in
the DMZ. This configuration is NOT recommended by XMPie because it exposes the uProduce server to
malicious attacks from the web.
The following procedures should be performed on the uProduce Server:
• Install uProduce (see Installing the uProduce Server and Additional Servers).
• Install ISAPI_Rewrite 3.0 full version via uProduce Admin Settings section (ISAPI_Rewrite
Installation and Update).
• Create uProduce rules by running the ISAPI_Rewrite RURL Proxy Utility Data Installer from
uProduce Admin Settings section (see Updating the Proxy Server with Friendly URL Settings).

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 Chapter 5: Using Helicon ISAPI_Rewrite for Friendly URLs and Setting up a Proxy Server

ISAPI_Rewrite Installation and Update

This section explains how to use the uProduce Server RURL Proxy Utilities to install and set up the Proxy
Server.

Note: The following procedure must be performed on the Proxy Server. You must be logged on to the Proxy
server as “administrator” to perform the following steps. In an XMPie Enterprise platform, the
ISAPI_Rewrite is installed and updated on each Proxy server.

Installing the ISAPI_Rewrite on a Proxy Server

To install the ISAPI_Rewrite:
1. From your Proxy Server, open a browser and go to: [Link]
Replace <machinename> with the name or IP address of the server on which uProduce is installed.

2. Log in to uProduce as administrator.

3. Click the Settings button.

The uProduce Settings page is displayed.

4. Under RURL Proxy Utils click Download RURL Proxy Utility Installer for Windows Server 32 bit or
64 bit link in step 1 according to your Web Server Windows operating system.
A File Download-Security Warning window is displayed, warning you that an isapi_rwf.msi file is
about to run.
5. Click Open or Run (depends on your browser) to run the proxy installer package.
An Internet Explorer - Security Warning dialog box is displayed.

6. Click Run.
The Welcome to the ISAPI_Rewrite Full Installation Wizard screen is displayed.

7. In the ISAPI_Rewrite Full Setup screen, click Next.

8. Follow the on-screen instructions; click Finish to exit the ISAPI Rewrite Full Setup installer.

Note: Make sure to install the ISAPI_Rewrite utility in the default path defined in the installer
(usually, C:\Program Files\Helicon\ISAPI_Rewrite3\).
Note that the partition (C:\) can be changed, while the rest of the path should be the default of the
Helicon Installer.

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After you finish your ISAPI_Rewrite installation, you must register ISAPI_Rewrite 3.x.

Registering ISAPI_Rewrite 3.x

1. Go to Programs >Helicon>ISAPI_Rewrite3>ISAPI_Rewrite Manager. The Helicon Manager -IIS
Web Sites dialog box is displayed.

2. Click Register.
The Enable ISAPI_Rewrite dialog box is displayed.

3. In the Registration Name field enter “XMPie” and in the Registration Key field enter the registration
key provided with the XMPie licenses.

Note: The registration name must be XMPie. Otherwise, the Register button will not become
active.

• Click Accept.

• Close the Helicon Manager -IIS Web Sites dialog box.

Updating the Proxy Server with Friendly URL Settings

The Proxy Server update is necessary when changing the Port settings in a Campaign’s Friendly URL.
This section explains how to update the Proxy Server settings. For further information on Port settings,
refer to the section: Managing Ports in the uProduce Reference Manual.

Note: The following procedure must be performed on the Proxy Server. You must be logged to your Proxy
Server computer as “administrator” to perform the following steps.

To update the Proxy Server:

1. From the Proxy Server, open a browser and go to [Link] xmpiedashboard with the
Admin logon credentials.
Replace machinename with the name or IP address of the server on which
uProduce is installed. When you are installing an XMPie Enterprise platform, you need to go to the
NLB’s IP
2. Log in to uProduce as administrator.

3. Click the Settings button. The uProduce Server Settings page is displayed:

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 Chapter 5: Using Helicon ISAPI_Rewrite for Friendly URLs and Setting up a Proxy Server

4. Under RURL Proxy Utils, click the RURL Proxy Utility Data Installer download link in step 5. A File
Download-Security Warning dialog box is displayed, warning you that an [Link] file is
about to run.

5. Click Open or Run (depends on the browser you are using) to run the script file.

6. Click OK, on the XMPie Proxy notification dialog box.

A message is displayed informing you that the XMPie reverse - proxy was updatedsuccessfully.

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Chatper 6: Testing and Troubleshooting
This chapter explains how to test uProduce, to ensure it is correctly installed on your system. This chapter
provides instructions for running the Server, logging in, creating a user, creating an Account, uploading a
sample Campaign package that is included as part of your installation software, and proofing the Documents
used for the Campaign.

uProduce Interface
The uProduce interface is a Web-based environment with a hierarchical structure. The Accounts are at the
highest level, followed by the Campaigns. Each Campaign in turn, contains its Design, Logic, and production
resources.
When you log in to uProduce, a list of Accounts appears on the first page. Regular users can click the
following buttons or links to access various tasks:

Accounts Displays all Accounts to which you have access, for the current customer.

Campaign Displays the most recent Campaign opened.

Job Center Displays a list of production jobs.

Settings Enables you to define commercial printer settings, FTP site, and network
path for production.

Logout Logs off the current user.

Help Displays the online help.

For non-administrator users, the buttons listed above appear on every uProduce page. In addition, each
page displays buttons that enable you to carry out actions related to that page.
Administrators can use the following additional buttons to manage users and production units:

Users Displays all uProduce users and enables you to create new users or
modify existing users.
Balance Displays the current balance of production units.

Note: The Accounts and Campaign buttons are not available on the dashboard when logging in as
administrator.

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 Chatper 6: Testing and Troubleshooting

Logging in as Administrator
The uProduce installation procedure creates a default uProduce administrator user. You will need to log
into the uProduce software as administrator to begin creating other users and Accounts.

To log in as administrator and create a new user:

1. Open your Web browser and go to the uProduce webpage: [Link]

Replace “machinename” with the name or IP Address of the server on which uProduce is installed.

Note: If you are accessing the uProduce Dashboard locally from the uProduce Server and if
Internet Explorer Enhanced Security Configuration is enabled on your server, for the proper
functioning of the uProduce Dashboard you must add the following web pages to the Trusted Sites
zone in Internet Explorer: localhost, <machinename>, <Server IP Address>, about:blank.

The uProduce Dashboard Log In page is displayed.

2. Enter your login credentials in the User Name and Password fields. Make sure that you change your
credentials after your first login.
3. Click Log In.
The Accounts page is displayed. If this is the first time you are logging into the system, the Accounts
list will be empty.
4. Click the Users icon on the uProduce Navigation Bar.
The Users page is displayed. If this is the first time you are logging into the system, the Users list will
be empty.
5. Click New.
The New User page is displayed, showing asterisks (*) next to mandatory fields.

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 Chatper 6: Testing and Troubleshooting

6. Fill in the following required information (other settings are optional):

Item Description

Login Information

Login name Name the user will use to log in.

Password User’s password.

Confirm Password Re-enter the password for confirmation.

User Information
First Name First name of the new user.
Last Name Last name of the new user.

Email Email address of the new user.

7. Enter the optional information as necessary. If you have already defined Accounts, you can choose
on which Accounts this user will be able to work, by selecting these Accounts in the Can View
Accounts section.

8. Click Save to save the user information.

9. Click Logout on the toolbar to log out as the administrator user.
The following section explains how to log in as the new user you have just created and open a new account.

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 Chatper 6: Testing and Troubleshooting

Creating a New Account

Accounts consist of one or more Campaigns, which in turn contain the resources required for producing
Documents. Any user can open a new Account. An Account consists of the Account name and a short
description of the Accounts (optional).

To create a new account:

1. Log in as the new user, using the user name and password you defined in the previous section.
The empty list of Accounts is displayed.

2. In the Accounts page, click New. The New Account page is displayed:

3. Fill in the following information:

Item Description

Name Name of the new Account.

Comments Short description of the Account (optional).

Share with List of users who can be selected to share this Account.

Email Settings Email Settings such as the default Email Delivery Provider and Opt-out
placeholders (such as Physical Address and Unsubscribe URL).
4. Click Save.
The new Account is displayed in the list of Accounts.

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 Chatper 6: Testing and Troubleshooting

Uploading a Campaign
A Campaign package file offers you an easy method to upload or download all the components of a single
Campaign, using a single action. The Campaign package file has the extension: .cpkg, includes the
Campaign’s Plan file, and may include Data Sources, asset sources, fonts, and Documents associated with
the Campaign. Your uProduce installation CD contains a file called [Link] under the Verification
Campaign folder, which you can upload to uProduce and continue testing the system.

To upload a Campaign package file and create a new Campaign with prepared components:

1. From the Accounts List, click the new Account you created in the previous section.
The empty list of Campaigns is displayed.

2. Click Upload to display the Upload Campaign window.

3. Fill in the following information:

Item Description

New Campaign Name Name of the new Campaign.

Package File The path to the Campaign’s package files ([Link]).

You can also click Browse to search for the file from the
Installation CD under the Verification Campaign directory.
4. If you want to create a Campaign that would be suitable for the web use, select the Adapt this
Campaign for the Web checkbox.
When the Adapt this Campaign for the Web checkbox is selected, the Web Campaign Wizard is
shown after the upload completes. The wizard must be completed in order to start using the
Campaign.
When the Adapt this Campaign for the Web checkbox is not selected, the adaptation will not be
performed, but note that you may perform this action at any other stage. (see “Adapting Campaigns
for the Web” section in uProduce User’s Guide).
5. Click Save to upload the package.
A progress indicator is displayed. This may take a few minutes, depending on the size of the package
components.

6. At the end of the process, make sure the various components in the package are placed in their
correct locations on the Campaign tree. The Campaign List page displays the newly created
Campaign.

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 Chatper 6: Testing and Troubleshooting

Proofing Documents
The uProduce proof feature enables users to check the final product and preview the outcome of
production Documents. You will use the proof feature to make sure uProduce is installed correctly and is
capable of preparing Documents for production.
The proof process opens a new browser window with a list of links to the Documents. For print Documents,
the link is to *.PDF or *.JPG files. For Web- based Documents, the links are to a series of *.HTML files.

To proof the test Campaign’s Documents:

1. In the Campaign page, go to the Documents pane, and double-click the InDesign Document.
The selected Document’s details are displayed.

2. Click Proof.
The Proof Document page is displayed, enabling you to create proof job:

3. Fill in the following information:

Item Description

Proof Format Select either PDF or JPG as the proof format.

JPEG Resolution If you set the Proof Format to JPG, you cancontrol its
resolution. Choose:
Smaller image (72 DPI) — this is the default option, useful for
web productions.
Larger image (300 DPI) — useful for Printproductions.
Custom DPI — enter the DPI value thatsuits your specific
needs (for example, enter 144 to create large thumbnails).

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 Chatper 6: Testing and Troubleshooting

Recipients
Copy from Port Connect to an Interactive Content Port (ICP)and use it as a
Data Source. For details on creating Ports in uProduce, see
Chapter 8: Working with Ports in uProduce User’s Guide.
Recipients Data Source Select the Data Source that includes the recipients’
information, from which you wantto generate a proof.
Table (No. Of recipient) Select the table that includes the recipients’information.
Plan Filter Select All Recipients filter or choose one ofthe filters you
created in uPlan.

Query Manually enter a query.

Additional DataSources Select the Data Source you want to use foreach Data Source
schema defined in your Plan (if any).
Range Select the records range.
All Produce a proof using all the records.

From Enter a range of records for which you will create a proof. A
maximum of 50 records willbe processed.
Production and Deployment

Job Priority Proof jobs are submitted to the “Rush job” queue and take
precedence over Process jobs which do no have the Immediate
priority.
When submitting a Proof job, you can determine its priority in
the “Rush job” queue. Priority controls the order of the jobin
the waiting queue.
Choose between four priority options:
• Low — submit the job with a low [Link] job will be
submitted to the lowest level of the waiting queue.
• Normal — submit the job with a normal priority (the default
option for Process jobs). The job will be placed among other
normal jobs in the waiting queue.
• High — submit the job with a high [Link] job will be
placed at the top area of thewaiting queue.
• Immediate — The job will be processed immediately. If all
production instances are busy, one of the currently running
jobswill be paused in favor of processing the "Immediate"
job. If all instances are currently handling "Immediate" jobs,
the job will be placed at the top of the waiting queue until
one of the instances becomes available.

4. Click Submit.
A new page displays the status of the job:

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 Chatper 6: Testing and Troubleshooting

A sign next to the Recent Job field indicates that messages have been produced relating to the
job. Click this sign to view the messages.
5. If the process of preparing the proof files is successful, the sign is displayed next to the Recent
Job field. Click the sign to display the Job Results page with a link to the proof file.
6. Under Job Results, click the link to the file to view the final proof result:

7. You can repeat steps 2 through 6 for the HTML Document in the test Campaign components.

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Chapter 7: Installing FTP Server on IIS Web
Server to Support PersonalEffect
This appendix describes how to install and configure an FTP Server on top of Microsoft Internet Information
Server (IIS), to support XMPie PersonalEffect.
The instructions in this appendix assume that you have completed the XMPie XMPL Server installations.
Installation and configuration of an FTP Server on top of Microsoft Internet Information Server (IIS)
involves the following procedures:
• Installing an FTP Server on an Existing IIS Web Server
• Creating a New Local User Account on a Windows Server using the Windows Interface
• Adding an FTP Site
• Configuring FTP User Isolation
• Adding an Allow Authorization Rule for an <rurl-username> User
• Adding an Allow Authorization Rule for an <xmpl-username> User
• Fine Tuning for FTP Authorization Rules
• Enabling FTP Passive Mode on IIS for Servers Running on Top of AmazonEC2

Installing an FTP Server on an Existing IIS Web

Server
1. Open the Server Manager from the task bar.

2. On the Server Manager Dashboard, click Add roles and features.

3. If the Before you begin page of Add Roles and Features Wizard is displayed, click Next.

4. On the Select installation type page, select Role-based or feature-based installation, and click Next.
5. On the Select destination server page, select Select a server from the server pool, select your server
from the Server Pool list, and then click Next.

6. On the Select server roles page, expand the Web Server (IIS) node, and then expand the FTP Server
node.
7. Select the FTP Server and FTP Service checkboxes, and then click Next.

8. On the Select features page, click Next.

9. On the Confirm installation selections page, click Install.

10. Once the installation is over, click Close.

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 Chapter 7: Installing FTP Server on IIS Web Server to Support PersonalEffect

Creating a New Local User Account on a Windows

Server using the Windows Interface
1. Open Computer Management.

2. In the console tree, expand Local Users and Groups, and click Users.

3. From the Action menu, click New User.

4. Type the appropriate information in the dialog box:

• Username: <rurl-username>

• Password: <anypassword>
5. Select or clear the checkboxes as follows:

• Clear User Must change password

• Select User cannot change password

• Select Password never expired

6. Click Create.

7. Repeat steps 3-6 for a second Windows username: <xmpl-username>

8. Click Close.

Removing the Newly Created Users from the UsersGroup

1. In the console tree, expand Local Users and Groups, and click Groups.

2. Locate the Users group and open it.

3. Mark both users (<rurl-username>, <xmpl-username>) and click Remove.

4. Click OK to close the Users Properties window.

Adding an FTP Site

Once the FTP service is installed on the IIS web server, you can add one or more FTP sites.

To add an FTP site:

1. Open the IIS manager.

2. On the Connections pane, expand the server node and click the Sites node.

3. On the Actions pane, click Add FTP Site to open the Add FTP Site wizard.

4. On the Site Information page, in the FTP site name box, type a unique friendly name for the FTP site:
XMPL-FTP

5. In the Physical path box, type: X:\XMPie\XMPieWebSites\GeneratedSites

6. Click Next to open the Binding and SSL Settings page.

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 Chapter 7: Installing FTP Server on IIS Web Server to Support PersonalEffect

7. Under Binding, in the IP Address list, select or type an IP address if you do not want the IP address
to remain All Unassigned.
8. In the Port box, leave the default value.

9. Select to Start FTP site automatically.

10. Select – No SSL and click Next to open the Authentication and Authorization Information page.
11. Under Authentication, select the Basic authentication method only.

12. Click Finish.

Configuring FTP User Isolation

1. Open the IIS Manager.

2. In the Connections pane, expand the server node, expand Sites and then click the XMPL-FTP site.

3. In Features View, double-click FTP User Isolation.

4. Select User name directory.

5. In the Actions pane, click Apply.

Adding the XMPL Application (Virtual Folder) to theRoot FTP Site

1. Open IIS Manager.

2. In the Connections pane, expand the server node, expand Sites and then click the XMPL-FTP site
you want to add an application.

3. In the Actions pane, click View Applications, and then click Add Application.
4. In the Add Application dialog box, enter the following information:

• Alias: <xmpl-username>
Important: You must define the Application alias name to be identical to the <xmpl-username>
you previously created.
• Physical Path: X:\XMPie\XMPieWebServer\XMPieWebSiteManagement\XMPieWebSite
s\{Subscription-ID}
Note that the X drive represents the drive where the XMPie XMPL server application was
installed.
5. Click Connect as, choose Specific user and click Set. Type in the username <xmpl-username> and
the corresponding password (twice) and click OK.
You can test the Connect as feature by clicking the Test Settings… button.

6. Click OK to close the Add Application wizard.

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 Chapter 7: Installing FTP Server on IIS Web Server to Support PersonalEffect

Adding an Allow Authorization Rule for an

<rurl-username> User
1. Click the root XMPL-FTP Site.

2. In Features View, double-click FTP Authorization Rules.

3. On the FTP Authorization Rules page, click Add allow rule in the Actions pane.

4. In the Add Allow Authorization Rule dialog box, select the following type of access:

• Specified users: type in <rurl-username> as the username

• Under Permissions, select Read and Write to enable read and write access.
5. Click OK to close the Add Allow Authorization Rule dialog box.

Adding an Allow Authorization Rule for an

<xmpl-username> User
1. Click the root XMPL-FTP site.

2. In Features View, double-click FTP Authorization Rules.

3. On the FTP Authorization Rules page, click Add allow rule in the Actions pane.

4. In the Add Allow Authorization Rule dialog box, select the following type of access:

• Specified users: type in <xmpl-username> as the username.

• Under Permissions, select Read to enable read access.

5. Click OK to close the Add Allow Authorization Rule dialog box.

Fine Tuning for FTP Authorization Rules

In order to distinguish between the two users, (<rurl-username> and <xmpl-username>), and preserve a
maximum isolation for security, follow the instructions below.

All sub-folders related to PE 1G under the root XMPL-FTP site must not allow access to the <xmpl-
username> user

1. In the Connections pane, click the root XMPL-FTP site.

2. Expand the XMPL-FTP site and click the DeployedSite folder.

3. In Features View, double-click FTP Authorization Rules.

4. Click the allow rule for <xmpl-username> and select Remove in the Actions pane.
Click Yes to confirm.
5. Repeat steps 3-4 for the remaining folders (TestingServer, UploadedFiles) under the XMPL-FTP
site.

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 Chapter 7: Installing FTP Server on IIS Web Server to Support PersonalEffect

Edit Allow Authorization Rules for <xmpl-username> user

1. In the Connections pane, click the XMPL-FTP site.

2. Expand the XMPL-FTP site and click the <xmpl-username> application.

3. In Features View, double-click FTP Authorization Rules.

4. Click the allow rule for <rurl-username> and select Remove in the Actions
5. pane.
Click Yes to confirm.

6. Click the allow rule for <xmpl-username> and select Edit… in the Actions pane.
7. Under Permissions, select Write to enable write access.

8. Click OK to close the Add Allow Authorization Rule dialog box.

Enabling FTP Passive Mode on IIS for Servers

Running on Top of Amazon EC2
Using the File Transfer Protocol (FTP) service on a server behind Amazon Web Services (AWS)
infrastructure may create some challenges due to the way FTP works.
To avoid these challenges, FTP also supports a “passive” operational mode in which the client initiates the
data channel connection. To better secure the server, you can restrict the port range used by the FTP
service, and then create a firewall rule that allows FTP traffic only on the allowed port numbers.
The following procedure provides the steps for configuring the FTP service on Internet Information Services
(IIS).

To configure the FTP service to only use a limited number of ports for passive mode FTP:

1. Open IIS Manager.

2. In the Connections pane, click the top node of your server.

3. In the details pane, double-click FTP Firewall Support.

4. Enter the range of port numbers that you want the FTP service to use. For example, 41000-41099
allows the server to support 100 passive mode data connections simultaneously.
5. Enter the external IPv4 address (Public IP address) through which the data connections arrive.

6. In the Actions pane, click Apply to save your settings.

7. From an administrative command prompt, restart the Microsoft FTP Service to make sure all the
changes took effect:
net stop ftpsvc
net start ftpsvc
Note that you must also create a firewall rule on AWS environment (Security Group) to allow inbound
connections on the TCP ports you configured in the previous procedure. Please work with your
system/network administrator in order to allow it.

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Chapter 8: Installing eCompose Add-On on
uProduce

Overview
eCompose acts as a composition engine similar to XLIM. The main task of eCompose is to convert VIPP
packages (.vpc files) to PDF format.
eCompose can be added to any uProduce production server, i.e. uProduce Solo or uProduce Extension.
eCompose supports multi-instance mode. The number of instances depends on the uProduce license.

System Preparation
• eCompose integration works only if uProduce has a proper license key that permits this use. Prior
to the installation, ensure you have the XMPie key named eCompose Integration.
For a Solo system, you need one key; for a Cluster system (Director(s) plus Extensions), you need
keys as the number of Print Extensions.
In addition, you need the Xerox FreeFlow eCompose license(s), according to the number of Print
Extensions.
• Log in to the uProduce Dashboard as admin and activate the “eCompose Integration” key.
• Download the FreeFlow® VI eCompose 15.x zip file from the XMPie Download center.

Installation
1. Extract the VI eCompose zip file to the XMPie machine on which you wish to install it.

2. Run the eCompose installer ([Link]) as Administrator.

3. During the installation process, you will be prompted for the following information:

• FreeFlow license - use the Xerox FreeFlow eCompose license.

• If you do not have it, the system will work in trial mode for 60 days.
• Default Job Folder name - type XMPie

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 Chapter 8: Installing eCompose Add-On on uProduce

• Drives on which the program and customer files are to be located - select the drive where XMPie
folder exists.
• Available VIeC Server(s) on the network - select the default choices.

• Default media size (A4 or USLetter) - select the relevant choices for your country.
• When the installation has completed successfully, verify that there is a new folder named xvtp in
the chosen drive.

• In the bin subfolder, you will find a java script file named [Link]
Open the Command prompt as administrator and run the following command line:
[Link] “$:\xvtp\bin\[Link]”
Click Enter for the default options.
After running the above script you will find five new services named Freeflow VI ecompose.
Select the one named FreeFlow VI eCompose Service and change its Startup type to Automatic.
All other should have Startup Type Manual.

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 Chapter 8: Installing eCompose Add-On on uProduce

Post Installation
After activating the service and setting it to Automatic mode, you need to adjust the allowed number of
instances.
1. Open the [Link] file in $:\ProgramData\Xerox\VIPP\VIPO where $ is the drive where eCompose
was installed.

2. Change the value of the key vtpserver_number_instances to the number of XMPie MI-Enabler x2
(for example, set MI4 to 8).

3. Change the value of the key vtpdispatch_number_instances to 0.

4. Copy the joboptions files from \\localhost\XMPie\XMPieData\Shared\Settings\JobOptions to the
eCompose folder at $:\xvtp\bin\normalizer\Settings.

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