Omnitapps Cloud Request Version 1.0 Manual

Transcription

1 Omnitapps Cloud Request Version 1.0 Manual rev: 1.1

2 1. Start here 3 2. Configure Omnirequest with a cloud account Licenses Systems Configurations General settings Startpage OmniRequest template Statistics Users File manager 15 2

3 Start INFO With Omnitapps Request you can present all your (PDF) brochures. Your clients can view brochures, print them or mail a selection to their address. All content is remotely managed and distributed from your own online Content Management System.(CMS) You can manage a large group of computers that run OmniRequest. Cloud PDF Omnitapps Brochure Selector MEDIA Brochure Selector From: Brochure Selector To: you@mail.com download pdf download pdf download pdf Create a new Cloud account or login to your existing account. Visit the Cloud account login page: Here you can create a new account or log-in to your existing account. 3

4 Licenses Log off Help (this document) User currently logged-in Language selection When you log-in you see your Dashboard. This is the starting point from where you manage your systems. 2.1 Licenses: Add activated Omnitapps computers to your account. 2.2 Systems: Overview of all activated computers of your account. 2.3 Configurations: Edit or create Omnitapps configurations. 2.4 Statistics: Overview of the requests made by your computers. 2.5 Users: Manage user(s) that have access to your account. 2.6 File manager: Manage (PDF) files and folders to be shown by OmniRequest. 2.1 Licenses A licence key is needed to activate Omnitapps on the computers that run OmniRequest Cloud. When you activate Omnitapps information about the computer is sent to the cloud server. A volume license key can activate multiple Omnirequest instances on different computers. After you activated a computer that runs OmniRequest cloud you can proceed in your cloud account by adding the same license key to your account. In the New License field you fill in your license key. After filling in the license the key system will look up the key and finds the corresponding computer that was activated with the same license key. By selecting the computer (system) you add the computer to your account. In the example above it found the computer Omnivision. In this image you see an example license key that was added. By clicking the i button you can see the computer (system) that was connected to this license key. By clicking on the trash bin button you will delete the licence key and also deactivate all computers (systems) that were added with this license key. NOTE: The computer that runs Omnitapps Request will be automatically deactivated! 4

5 Systems 2.2 Systems You can add computers (systems) to your account as explained at 2.1. (Licenses) Each computer is managed from your account and can have its own configuration. (see 2.3 Configurations) The Systems section in your account provides you information about the system and lets you choose a configuration for each system. In this example you see a computer called Omnivision that has been activated with a license key and will be synchronized with the Default configuration. You also see that Synchronisation is enabled for this system. When synchronisation is enabled the configuration from your cloud account will overwrite the content already running on the Omnitapps computer. Click i (Actions) to change settings for this computer. In this example you see the properties for the computer Omnivision. In this screen you can change: - Select configuration: Change the configuration that will be synchronized. (see 2.3 Configurations) - Actions: Enable or disable synchronization. - Information: Name (Change the name of the computer to a logical other name) 5

6 Configurations 2.3 Configurations Each computer you add to your account has to synchronize with a certain configuration (content + settings). At the Configurations section you create and manage all your configurations. In this example you add a new configuration by typing a new configuration name and press Add Configuration In this example overview you see that the account has two configurations available called Default and New Configuration. From here you have the following options: Click on the configuration name: Actions - i: Actions - Stacked notes: Actions - Trash bin: Add Configuration: Edit the configuration. Edit the configuration. Copy the configuration and use the copy as a new configuration. Delete the configuration. Add a new configuration by fill in a unique name and click Add Configuration. When you open a configuration you see this menu. On the following pages all settings will be explained General settings: General settings such as language and mouse behavior Menu: (startscreen) Manage screensaver/startscreen Omnirequest: Manage all settings for the PDF request application template: Change the layout of the that is sent for each brochure request. 6

7 General settings General settings When you enter a configuration page you don t see all possible settings. This manual explains all settings. Click Show advanced options to see all possible settings. Put Omnitapps always on top This is a common setting to force Omnitapps to be viewed on top of all other windows. Back to menu time-out in seconds The delay in seconds after which Omnitapps returns to the startscreen. (screensaver) Enable mouse emulation Normally Omnitapps can be controlled with multitouch: Movable items can be scaled and rotated with multiple touch fingers or multiple persons. Note: you must have a multitouch screen connected. Mouse emulation: When checked you can control Omnitapps with a mouse device. Note: When you are running Omnitapps in mouse emulation do not use a multitouch screen to control Omnitapps since it listens to singletouch events. Enable corner transformations through the use of the designated black area on touch elements. When checked Omnitapps displays little corner elements on media items. When you touch (or click) this corner you can scale/rotate that item with one finger. (Click & hold when you use a mouse device) Corner transformation on a touch element. Language Choose your preferred language for the front-end. Note: Some applications have individual settings for displaying text. (E.g. forms, application description, game end-screens) Keyboard language Choose your desired localized keyboard layout for all applications in Omnitapps where the onscreen keyboard is shown. Screen orientation: Choose here whether you have a display mounted to a wall/standing on a desk or tilted as a table. When you select table modus some applications are displayed to be controlled from two sides. Key to escape Omnitapps (ESC button): Omnitapps can be closed by pressing the [ESC] key on a keyboard. Before Omnitapps closes the user needs to type a password. Here you can configure the password. NOTE: The standard password = qwerty 7

8 Startpage/screensaver Menu/Tickertape (Startpage) Startscreen Startscreen is a feature that displays a page before OmniRequest. When the Startscreen is touched or clicked Omnirequest is shown again. Startscreen type: None: Startscreen function disabled. Welcome: A page is displayed to Welcome your visitors. You can add (company) logos and visitors names to this screen. Slideshow: A photo slideshow is displayed. NOTE: The slideshow images are managed at the File Manager (see 2.6) Note: Don t forget to set the time-out setting. See 2.3.1: Back to menu time-out in seconds Interact box: You can display a message on top of the Startscreen to notice visitors to touch the screen. (e.g. Touch the screen to begin or Click here for the menu ) This text is displayed in a box on a predefined location on the screen. This Box or Area has a position, a color and a message text. You can also display an image to be touched. In our default demo we used an image (.PNG) in the corner with a text and graphic. Box Position: Position on the screen where the message box or image is displayed. Box message: The text that will be displayed in the box. Box image: You can choose to use you own image/signing instead of a text box. Here you select your image file. Note: If you select a image, this will override the text-only interaction box. Box width / height: Set the box dimensions. Background: Background color: Click on the color to bring up a color palette or fill in a color value for choosing the color of the interact box. Background alpha: This is a value that represents the transparency of the interact box. Text color/size: Here you set text color and text size in the interact box. Select a color from the color palette or fill in a color value. Startscreen Welcome: (Only applies when you selected WELCOME as Startscreen type) Spacing: Here you set the minimum pixel spacing between the displayed welcome items. Message: The text that is displayed on top of the screen. ( Welcome at our company ) Company background color: The color or the boxes where the visitor logo is displayed on. (White is the best color for logo placement) Message text color/size: Select the color of the text(click on the color palette) and set the size of the text that is displayed on top of the screen for welcoming your visitors. Company text color/size: Select the color of the text(click on the color palette) and set the size of the text that is displayed on top of each logo. (mostly this is the company name) Person text color/size: Select the color of the text(click on the color palette) and set the size of the text that is displayed under each logo. ( mostly these are the visitors personal names) Background color: Click on the color palette to choose a solid background color. Background image: Select the image to be displayed in the background. You can select.jpg and.png image files. Note: When you choose a image here this overrules the solid background color selected above. Companies: This part is for selecting company logos for the welcome Startpage and set visitors names for each logo. [Add company]: This creates a new company. 8

9 Startpage/screensaver [Add person] button you add a new person to the configured company. [-]: Remove a person from the list. [X]: Remove a company from the list. Person name: Here you enter the company name first, then click on the [ + ] button. This open the field settings. Now you can enter a new company by clicking the [Add company] button again. Tickertape You can display a tickertape (scrolling text) in the bottom of the screen for displaying your own defined text or a RSS feed. The Tickertape can be displayed on the Menu page or the start page. (the start page is a special page on top of the menu) RSS is an online method for distributing short messages. Newspapers use it for generating short headlines, stockexhanges use it to display stock information. On the internet there are thousands RSS feeds available. You need to copy the RSS URL and paste into the appropriate URL field. Checkbox enable tickertape: Turn on/off the tickertape feature. Checkbox enable clock: Turn on/off a little system digital clock. Checkbox show time in PM/AM format: Turn on/off the digital AM/PM (12h) time format. Use RSS to fill the ticker: A valid RSS URL (copied from a RSS webpage) Note: Omnitapps can only display RSS when the computer is connected to the internet. Characters to show between RSS items: Divider characters between each RSS item to display (standard ++) Amount of spaces between ticker text: Set character spacing between each RSS item. (standard 3) Speed: Numeric value for the tickertape scroll speed in pixels per second. (standard 100) Your own ticker text: When no RSS URL is entered or when there is no internet connection available this custom text is displayed in the tickertape. This text cannot be formatted. Direction: Select direction where the text scrolls to. Location of the tickertape: Place the tickertape on top, bottom or both sides on the screen. Ticker background color: Set the color of the background where the text scrolls on. Select the color by clicking on the color palette. Note: the tickertape runs on top of the menu background image. Ticker background transparency: Value between 0 and 1 representing the transparency of the tickertape background. When you set it to 0 the tickertape runs directly on top of the menu background image. Time background color: Set the color of the background where the clock is displayed. Select the color by clicking on the color palette. Time background transparency: Value between 0 and 1 representing the transparency of the clock background. Text color: Select the tickertape/clock text color by clicking on the color palette or fill in a specific color value. Text Size: Set the tickertape text font pixel size. (Standard 36) Text in bold/italic check boxes: Choose your preferred tickertape text formatting. 9

10 OmniRequest OmniRequest General settings PDF rendering technique OmniRequest converts all PDF files at first startup to another format for fast viewing and handling. Here you select the rendering method. Some PDF files containing lots of layers or vector graphics are best rendered with the setting Bitmap 1. Vector: Leaves all vector shapes intact (Possible performance issues when scaling). Bitmap 1: Converts graphics into bitmap (rasterize). Text stays vectorized. Bitmap 2: Converts everything to bitmap (rasterize). Background Background color: Set the background color. Click on the color palette to select a color with the color picker of fill in an exact color number in the text field. Background image : Select an image that is displayed fullscreen in the background. We advise you to prepare pictures that have the same size as the display pixel size. (Your display resolution) You can select.jpg or.png image files. Preloader image: Select a picture (small icon image) here that acts as a loading in progress indicator. Omnitapps rotates this image while it s busy. You can select.jpg and.png files here. (Preferred.PNG image files) form This is the most common function where user can request PDF brochures. The user receives an with download links to the requested PDF files. Enable form: When checked the MAIL button becomes available in the interface. Form title: Enter a title that is displayed on top of the form. Form background color: Set the background color. Click on the color palette to select a color with the color picker of fill in an exact color number in the text field. Terms and conditions Show: When checked users must agree with the term and conditions you enter below. (Here you can make copyright notices.) Terms and conditions title: Set the title that is displayed on top of the Terms and Conditions box. Terms and conditions text: Here you can enter your legal info that users have to agree with. Form fields Form title text field color/size: Set the form title text color by clicking on the color palette or enter a color number. Set the title text size in pixels. Form text field title color/size: Set the form field title text color by clicking on the color palette or enter a color number. Set the title text size in pixels. This text is displayed before the text fields. Form input text field color/size: Set the form field text color by clicking on the color palette or enter a color number. Set the title text size in pixels. This text is the text that is entered in the blank fields by the user. 10

11 OmniRequest In the default content there are 2 predefined form fields. Name and . NOTE: The Name and field cannot be changed. The system needs this field data to send a to the user that requests PDF files. You can add a new form field by clicking [Add field] Field title: Fill in the name of the field. Required: Check this box if users must fill in the field. (Mandatory) Type: Choose the type of input you want: Input: Text input. Radio button: Radio button style choice. (single choice) Dropdown: Dropdown list choice. (single choice) Checkbox: Checkbox list style. (Multiple choices) Lines: Fill in how many lines the text box may have. (Amount of lines) Validation: Choose to check text lines whether the data has an or Phone number format. Minimum characters: Fill in the minimum amount of characters in one line. Maximum characters: Fill in the maximum amount of characters in one line. USB form With the USB function users can save their selected PDF files directly to a USB stick. The Omnitapps computer needs a USB port accessible for the user. NOTE: All data aquired by the form is stored locally on the Omnitapps computer. Future version of Omnitapps Brochure Selector will have a form data upload function. All form data wil be available in your Cloud Account. Enable USB form: When checked the USB button becomes available in the interface. Form title: Enter a title that is displayed on top of the USB form. Form background color: Set the background color. Click on the color palette to select a color with the color picker of fill in an exact color number in the text field. Terms and conditions Show: When checked users must agree with the term and conditions you enter below. (Here you can make copyright notices) Terms and conditions title: Set the title that is displayed on top op the Terms and Conditions box. Terms and conditions text: Here you can enter your legal info that users have to agree with. Form fields Form title text field color/size: Set the form title text color by clicking on the color palette or enter a color number. Set the title text size in pixels. Form text field title color/size: Set the form field title text color by clicking on the color palette or enter a color number. Set the title text size in pixels. This text is displayed before the text fields. Form input text field color/size: Set the form field text color by clicking on the color palette or enter a color number. Set the title text size in pixels. This text is the text that is entered in the blank fields by the user. Print settings Enable printing: When checked the Print button is enabled. Users can print the requested PDF files directly. Note: Keep your PDF files sizes small to speed up the printing process. Printing message: Set the message that is displayed while the files are processed for printing. Selection menu This is the bar on the right hand side of the application. Here are the selected PDF requests displayed together with the configured buttons for Mail and Print. Background color: Set the Request bar background color. Click on the color palette to select a color with the color picker of fill in an exact color number in the text field. Selection menu width: The Request bar pixels width. Selection menu title: Set the title that is displayed on top of Request bar. Textcolor: Set the PDF title text color. Click on the color palette to select a color with the color picker of fill in an exact color number in the text field. Textsize: Set the PDF title size in pixels. Selection PDF title text field: The displayed PDF file titles. PDF gallery The visually displayed PDF files. (Thumbnails are automatically generated of the first PDF page.) PDF thumbnail width/height: Set the pixel dimensions for the PDF menu thumbnails. PDF title text field: The displayed PDF file titles in the menu. Textcolor: Set the PDF title text color. Click on the color palette to select a color with the color picker of fill in an exact color number in the text field. Textsize: Set the PDF title size in pixels. PDF viewer The visually displayed PDF files while previewing. In this modus users can browse through the PDF file. Textcolor: Set the PDF title text color. Click on the color palette to select a color with the color picker of fill in an exact color number in the text field. Textsize: Set the PDF title size in pixels. 11

12 template template When a Omnitapps user requests PDF files by an is sent to the user s given mail address. This can be formatted here. Make sure you use the tags to insert data: {fullname} {attachments} Displays the name given from the form field called Name (Field title = Name) See form configuration for OmniRequest. Displays a list of requested PDF files as download links. 12

13 Statistics 2.4 Statistics View the requested PDF files by name, time period and computer. You can view statistics with the following functions: - Line Graph: PDF files by period. - Circle Graph: PDF files by amount. - Overview: PDF files, form data and requests in a list view. Line Graph: Here you can view which PDF files were requested by the users. (Files by period) Circle Graph: Here you can view which PDF files were requested by the users. (Amount and File name) 13

14 Users Overview: Here you can view which PDF files were requested by the users. (Form data, PDF files and systems) 2.5 Users You can let other people access the cloud account with their own login details and give them specific rights. The person who creates the cloud account becomes the Master configurator. Click the pen icon to change your own details. Click Add User to add a new user. Add User: Fill in new user details and choose a user role. 14

15 File Manager 2.6 File Manager In the File Manager section you can manage your PDF files and Slideshow images (screensaver/startscreen) for every configuration. Each configuration has a corresponding folder. You can open folders by doubleclicking them. You only have access to these folders: PDF Files: The PDF files that are shown in OmniRequest. Slideshow Images: Images used for the slideshow (screensaver Startpage) if configured. In the sub folder named PDF files you can add all PDF files you want to make available to the OmniRequest system users. To add an extra sub folder: Actions: Fill in a new unique name and click Add Folder. Omnirequest will see sub folders as categories. There are two options to add files to a folder: Uploader enhanced: Drag a PDF file and drop it into the Drop file(s) here box. (You can drop multiple files at once) Uploader basic: Click the browse button and select one PDF file to upload. If your new uploaded files are not visible in the Actions section you can click the Refresh Folder button. When you select a PDF already upload you have the following File Actions: Preview File: Preview PDF file in a separate window. Delete File: Delete the selected file. 15