Getting Started with AWI

AUTOMATED WORKFLOW INTEGRATOR > AWI User Manual & Video
INSTALLATION
 
The current version of AWI is available from the Installation page on our support site. The date the last version was posted will always be noted there, and it is important that you keep your copy of AWI updated. We are working on better ways of making customers aware of updates to the AWI, but it is important to check here regularly as AWI and Pressero need to develop with each other as new versions are released.
 
AWI is available as an installer for Windows, Macintosh and Linux. The Macintosh version does require an additional framework to be installed in the operating system, please check the installation page on our support site for more detail. There is also Linux version that is available, please open a ticket or chat at support.aleyant.com if you have any questions about using AWI on Linux.
 
After running the installer, you will have a desktop icon for Pressero Automated Workflow Integrator to launch the application. The first time you launch AWI, it will prompt for your AWI user credentials. Only one Admin user in your Pressero account will be activated for AWI. You can check your list of admin users by logging into your Pressero account and going to Preferences > Admin Users. If you do not know the password for your AWI user, it can be reset from Preferences > Admin Users in your account.
 
FIRST RUN
 
When AWI is run for the first time, it will create a folder in /Documents for the account running AWI. The folder /Documents/AutomatedWorkflowIntegrator will contain the file database.db, a folder for Logs, and possibly a couple of other temporary database files. But all the settings, downloaded orders and rules for AWI are contained in the database.db file in this folder location. This folder will be created in the local user /Documents folder on all operating system versions of AWI.
 
 
The first time AWI is run, it will also show a message saying that there are no rules setup, so the first step is to create at least one basic Catch All rule. How many rules will be needed for your workflow will be determined by any requirements you have for what jobs should be processing to what hot folders or FTP sites you need those order files pushed to. You could have one rule, or a hundred rules setup in your installation of AWI.
 
 
DOWNLOAD RULES
 
Creating a new rule is easily done by clicking the plus button at the upper-left of the AWI console window. If you need all the files from any orders in your Pressero account to go to one destination for processing, then you just need one rule. If you need the order files to go to different destinations based on what site they come from, or what product they are ordered on, then you might have multiple rules setup in your AWI.
 
A Catch All rule is going to match to all the orders in your account. If you enable a Catch All rule, and set a download path for the files on the Download tab for the rule, it will be looking at every order in your account, and downloading any associated order files. The Rule Type setting also allows for matching the orders from specific sites, users, locations, or even according to product attributes assigned to the products.
 
It's important to note that the rule in AWI specifies what type of files to download with *.ps and *.pdf files being the default file names to match when downloading. If you have a product setup with a file upload intending to allow clients to upload their Excel files, you would need to add *.xls and *.xlsx to File Name Pattern field on the rule in order for those files to be downloaded through AWI.
 
 
The Download tab allows you to specify where any downloaded order files for the rule will be placed. This could be set to point to a local folder, a hot folder or other location on your network, or potentially even an FTP site that the rule will upload files to.
 
The Control Files tab allows for setting the rule to create a vendor-specific XML, JDF, or Text file that contains additional information about the order and product. Control files can also be downloaded to a local folder, a network hot folder, or pushed to an FTP site. The format options for the control files are mostly vendor-specific options, but there is a generic option called Pressero XML that contains most of the information about the order; dates, quantity, price, tax, user information, site information, any pricing calculator options chosen for the order, and more.
 
The Queuing tab allows setting AWI to only push the order files to the destination folders based on the number of jobs, total quantity or various intervals. The Status tab allows for enabling the ability to change the status on the orders in your Pressero account, which can  indicate that AWI has recieved a particular order, and that the order has moved on to the next stage in the workflow. Queuing is disabled by default, and AWI will just process and push files for any orders that match the download rule. Queuing is only enabled if you specifically need to hold onto the order files until a certain limit or interval is reached.
 
The Options tab has additional options that apply to the order files The options to download all the types of order files are enabled by default. AWI can download eDocBuilder generated production PDF files, files that have been uploaded from the product on the order, or asset files associated to the product on the site. It is possible to have AWI rename the order files in a specific manner, get the preview files associated to the order, or even control if downloaded zip files are unzipped or not unzipped when downloaded.
 
The Report tab lets you separately enable downloading of the order reports that generate for every order placed in Pressero. Order report files are human-readable PDF files that show the information about the order. The report files can also be directed to a particular folder, hot folder, or pushed to an FTP site. These are the report files that are generated for any Pressero order, and can also be manually viewed from the order listed in the Pressero orders area.
 
 
LIMITATIONS
 
AWI does only download order information and files, so any files that AWI will be able to download will only be from orders placed on your sites, and not from standalone form submissions enabled on site pages. For standalone form downloads and files, you will need to go to Tools > File Manager in your account, and then to the Uploads folder, AWI cannot process or download those files.
 
AWI will download files for orders when those orders meet certain criteria; the orders must be marked approved and paid, the orders must match to a download rule, and the orders must be within the timeframe specified by the "Number of Days to Search" setting in the settings for that copy of AWI.
 
AWI is a desktop utility and must be open to process any orders in the Pressero account, it does not run as a headless service, the utility must be open on a machine in order to process orders. The AWI will process orders every hour, looking back over the orders that are within the "Number of Days to Search" range in the AWI settings, checking if any orders have been placed, or paid and approved, since the last time the orders were processed.
 
SUPPORT
 
If AWI is not behaving as expected and you are running the current version of AWI, please open a ticket to our support department at support.aleyant.com, and include your database.db file with your request. Including the database.db file allows us to load up the settings you are working with and test it from our side.