Introduction

RGP Personalisations are a means of configuring the workflow to accept order requests from an input file, and transform them into personalised orders containing positioned text from the file combined with image assets configured in the personalisation record.   These are then used to generate order records with personalised assets that can be printed and processed in the usual way.


The system can also be configured to monitor a remote folder for input files which will be processed in turn as they are detected, and to specify an output folder on a remote mapped drive as the destination of the printed asset.


This article describes the process of setting up a personalisation record in the workflow, and configuring the system to handle the asset processing once they have been entered into the system, including moving them to a configured drive.  It also describes how to set up an FTP server which can be used as a drop location for order import files which will then be automatically picked up and processed by the system.


Once the configuration is set up using this guide, follow the steps in the companion article RGP Personalisation - Processing Guide, which covers the format of the input file, the process of uploading it to the system and bulk download of generated assets.


Note that RGP Personalisations should not be confused with 'Personalisable' products that are configured in the Products (App) workflow screen and then created by resellers in the App.


Creating a Personalisation

Personalisations are designed for situations where many orders are required for a single product, where the only difference between those orders is one or more configurable personalisation text strings.  Such an example could be a personalised birthday card, where everything is the same except for the name of the recipient.  A personalisation file could then include a list of recipients.  This is then combined with the personalisation configuration in the workflow to generate the assets.  The configuration specifies the background image and the size, font, position and other attributes of the personalised text.


To create a personalisation record, log into the workflow as a Network Owner user, and navigate to the Personalisation Profiles screen, from the Workflow Admin menu on the left.  The Personalisation Profiles screen will appear with any existing profiles listed.


To create a new RGP Personalisation, click thebutton at the top left of the screen.


Basic Configuration


The first stage is to configure the overall personalisation using the first Details tab.  Give the personalisation a unique name and optional description and tags to help with searching if you have a lot.  The rest of the options are all required and require more detailed explanation:

  • Artwork Sku: This should be an identifying code (case sensitive) that should be used to identify this personalisation as the one to use for the order in the upload file.  Each record in the file should have a value in the productSku column equal to this value one of your personalisation configurations. 
  • Product (Workflow): Click in the box to display the product select dialog and select the product that represents the workflow product being produced for the order.

  • Output Type: The desired asset output type for this personalisation.  Valid types are PNG, JPG and PDF.
  • Base Image: Select an image to use as the background for the personalisation.  This image should be of the correct dimensions and resolution as the finished asset.  Valid image upload types are PNG, JPG and TIFF.

Once a base image has been selected, select the Personalisation tab at the top to switch to the design view.



In this mode, one or more personalised text boxes can be added to the record.  These are used to configure the positioning of the personalised text in the finished asset, and will contain the value(s) present in the personalisation fields of the input file.  Click thebutton at the top left to create a new text box.


The box will appear over the base image and can be dragged and resized with the mouse, or alternatively set using the Position and Size boxes on the right side.  Text within the box can be given a font, colour, font size, alignment and angle by using the appropriate controls.  The other fields require further detail:

  • Name: This is a descriptive field to clarify the purpose of the text box.  In the example above, separate boxes have been added for the name of the recipient, and a subtitle showing the course they are graduating from.
  • Key: This must match (case sensitive) one of the column names in the input file.  Personalisation columns are named pers1, pers2 etc., and a separate one should be used for each text box that you define.  These enable the system to match the input data with the text box that the data should be rendered in.
  • Case: This is used to apply an optional transformation to the input text, if required:
    • All Capital Letters required - will transform the text in the input file to UPPERCASE
    • All Lower Case Letters required - will transform the text in the input file to lowercase
    • Upper and Lower Case required - will not apply a transformation to the text

In the example, two personalisation text boxes have been created that match the expected data in columns pers1 and pers2 in the input file.  


Note: Care should be taken when configuring the personalisation boxes that an appropriate text size and font have been used, along with a box size which is large enough to accommodate the expected text from the import file. When creating the file for import, it should also be sanitised to ensure that the text does not exceed a certain length so it does not overflow the bounds of it's text box.


When you have configured all the necessary text boxes, click the Save button at the top of the page.


Test Printing


It is possible to see a test print of the asset once the personalisation has been saved.  Edit the personalisation record you have created and click on the Personalisation tab.  Select a font from the Test Print dropdown at the top of the screen and press the button to test the output in the selected font.  The result will be downloaded to your machine and available in the link that appears.


Configuring the Output File Format

The format of the output asset files can be configured in the system settings to contain custom details from the order.  Go to the Settings screen in the System Admin menu, when logged in as a Network Owner, and click the Assets tab.



The Format of the Personalisation Download File field can be used to set the name of the asset file generated for each individual order item.  Note that the value entered into this field should generate a unique filename for every generated asset, otherwise assets from one order may overwrite the asset for another order.  The simplest way to avoid overlap between asset filenames is to include the order number in the format.


Any text enclosed in parentheses {} will be interpreted as a value to extract from the order itself, and uses a dotted notation to specify the properties of the order, item or workstation entities.  In the example above, the reseller name and order number from the order record (which has been constructed from the appropriate values in the import file) are used to generate a unique asset filename.


Any values not enclosed in parentheses (such as the dash, above) will be treated as literal values and will appear in the filename unaltered.  In the example above, for a reseller name of ACME and a reseller order number of ORDER001, with an output type configured as PNG, the resulting filename will be:


ACME-ORDER001.png  


The valid properties that can be used in this field are based on the internal configuration of the system.  If you require a particular format please contact a Track-Metrics representative who will be able to supply the appropriate property names to use.


Note: Do not include the file type extension of the asset in this field (e.g. 'jpg') as this will be appended automatically by the system based on the selected output type in the personalisation configuration above.


Note: If a value is not specified in this field, a default filename format will be used containing the item header, footer, design area and quantity.


Note: When selecting a file format, ensure that the properties used to generate the filename do not include characters incompatible with file naming.  For instance, the use of forward or backslash characters is not recommended as they will generate unwanted subdirectories, or cause an error.


Configuring the RGP Workstation and Printer


To import the RGP orders, a workstation and printer needs to be set up.  Note that this may have already been set up for you, in which case this section should be treated as a reference for when the settings need to be adjusted.


1. Define a Printer for RGP Personalisation Printing


As a Producer user, go to the Workflow Admin menu and select Printers.  Search for RGP Personalisation Printer, and create it if it is not there.

Ensure the printer has a Hot Folder Download print service.  If it does not, add one using the add button at the top.  The Hot Folder service should be configured as below:

  • Browser Downloads Folder: This should be the default download location for files when downloading them from your web browser, so that the system can monitor this folder for the downloaded files and move them to the destination folder.   For instance, if you are on a Windows machine this may be C:\Users\<username>\Downloads
  • Destination Folder: This should be the folder where the assets are copied to from the downloads folder above.  Optionally, the drive column in the import file can be used to specify a mapped drive path at the hot folder location, so that different assets can be moved to different locations.  
    • Example without using the drive option: W:\downloads
    • Example using the drive option: {drive}:\downloads
  • Once set up, save the printer by clicking Save.  Click Save again to save the updates to the printer record.

2. Define an RGP Personalisation Workstation


Go to the Workflow Admin menu as a Producer and select Workstations.  A Personalisation workstation may already exist, but if it does not, create a new one using the + button at the top, and then configure as follows.


  • Set the Image Print Service to Hot Folder Download, and disable the additional Print Services for Shipping Labels and Job Sheets.
  • Click Save, and then edit the new workstation once more.  This will display the Queues tab.  Click the new tab to display the queues.


3. Add a Printer Queue


  • If needed, create a new queue by clicking the + button at the top left to bring up the Queue dialog.

  • Set the Printer to the RGP printer defined in the section above.
  • On the Product Allocation tab, ensure that all the products defined by the personalisation configurations are included in the list.

Click the Save button to save the changes.


FTP Server Configuration

In order to use the FTP Server monitoring functionality that allows for uploading multiple import files with minimal user interaction, follow the steps below.  Note that if FTP configuration is not set up, only manual importing is available to use.

  • As a Partner user, go to the Customers menu and select Integrators.  If one has not been created, create it.

  • Click on the Connections tab and add an entry for RGP Personalisation Files if it does not yet exist by clicking on the + button at the top.

  • Click on the FTP tab in the connection to display the FTP configuration.

  • Add the FTP configuration details for the host and port, and the user credentials for logon for the FTP server.
  • The Source Directory should be the folder, relative to the FTP server root directory that is monitored on the FTP server for personalisation order import files.  If it is the root of the FTP server, use / (assuming a unix server). 
  • The Complete Directory is used to move processed order import files away from the source directory once they have been processed.    The Complete directory should be relative to the root, and not be the same as the source directory.
  • The Complete Suffix will be appended to the filename of processed order import files.  If left blank, the suffix .complete is used.
  • All other fields are optional.  Click Save when finished, and Save again to save the Integrator record.