Ripon_Printers_SitePrep
COMMERCIAL CONFIDENTIAL
Site Preparation Guide for Ripon Printers, USA PersonalEffect Enterprise CrossMedia (Full)
Contents Introduction 2 Deployment and time lines 2 General Description 2 Installation Diagrams 5 Hardware requirements 6 Server Software requirements 9 Important Notes 10 Installation Prerequisites 12 Remote Installation requirements 13 Network Configuration 13 Required Information Summary 14
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Introduction This document describes the required preparation steps for the installation of XMPie solutions. Included are hardware and software requirements as well as network configurations and required access permissions. This document refers to a typical PersonalEffect Enterprise CrossMedia (Full) configuration. Additional/different requirements may apply in case of custom configurations. For any questions please
contact XMPie or email to support@xmpie.com. Deployment and time lines
Success of system deployment depends very much on good preparation. Below is a timeline chart that highlights the important steps in the system implementation.
General Description The XMPie solution enables the creation and production of dynamic documents of different media types, based on variable recipient data. Three main components comprise the XMPie system: logic, data and design. The logic component is responsible for defining rules that produce custom values based on information on each recipient. How these variables are integrated into the design of documents is determined by the design components. Data components hold the recipient information used by the logic component to produce variable values.
The software components that achieve these tasks are the following:
uPlan – A desktop software component responsible for the logic design of an XMPie project. uPlan enables creating logic rules that produce variable data items for each recipient, based on information on the recipient held in a database.
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uCreate Print – A software component that plugs-into Adobe InDesign CC2018 or CC2017 to enable a static InDesign file to become a template for variable data printing (VDP). For smaller, quick jobs, uCreate Print also offers the ability to create the VDP print output file on the desktop. uCreate Designer – A software component that plugs-in to Adobe InDesign CC2018 or CC2017 to enable a static InDesign file to become a template for variable data printing (VDP). uCreate Designer is similar to uCreate Print, but does not have the ability to create VDP print output on the desktop. uCreate XM – A software component that plugs-into Adobe Dreamweaver CC2014.1 and enables connection to a port or shared data on the uProduce server to create dynamic or personalized web pages and html emails using XMPie’s 1G or first generation technology. uCreate Digital – A software component that plugs-into Adobe Dreamweaver CC2015 and enables creation of personalized websites and emails using XMPie’s 2G OpenXM or second generation technology. uProduce XM Production – Server software that combines logic plans created with uPlan and documents designed with uCreate to produce production jobs for either print, web or email. The uProduce server includes both Adobe InDesign Server and XMPie’s XLIM document processing engine, and provides a check-in check-out environment for team-based production workflows. Each combination of a plan, data sources, assets and documents on uProduce is called a campaign. uProduce XM Development – Similar to above, but a second license designed to enable you to develop and test applications without impacting the production server. The development server is not designed as a second production server, and is licensed with production units or “clicks” which expire each year. Additional production unit licenses can be purchased as needed. XMPie Email Service (XES) – A robust, commercial-grade email delivery and tracking service powered by XMPie and Amazon SES. Your purchase of PersonalEffect includes a free 1 year subscription to the XMPie Email Service “Basic” plan with 50,000 email credits. uProduce™ Marketing Console – A web server based software with which you can analyze the results of your campaign before it is even finished, giving you the ability to make your live campaigns even better. uProduce Marketing Console, combined with the new tracking capabilities of uProduce and uCreate XM, allow you to offer high value marketing-focused services, enabling your transition from pure print manufacturing to high-value marketing services.
Web Server/Proxy Server – uProduce & uStore Servers use Helicon ISAPI_Rewrite utility in the context of a URL rewriter and a Proxy server implementation. ISAPI_
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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. 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/uStore Server and remote computers that reside beyond the firewall. XMPie’s XMPL Server and RURL Wizard are also installed on the Web server to automate the creation of web sites with personalized URLs without having to configure IIS or the proxy software.
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Installation Diagrams
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To achieve the best security practice, it is advisable to place the web server with the RURL Wizard and/or XMPL Server applications on a dedicated server located in a DMZ. Note that it is recommended that this server be used only for XMPie applications. Other software or websites may conflict or cause problems with each other.
Hardware requirements uProduce Director Server (2) Device
Recommended HW/SW Specifications
Processor Memory Video Card
Two physical Quad-Core Intel® Xeon
16GB RAM or higher
If uImage is used: • 4 GB or greater video RAM • Screen resolution: 1280 x 800 or higher • XMPie recommends you have a graphics processor (GPU) certified by Adobe. For a list of certified cards, see: https://helpx.adobe.com/photoshop/kb/photoshop-cc-gpu-card-faq. html Disk Storage 2 x HDD in RAID 1 (mirroring) configuration with two partitions: Partition C: Operating system (~80GB) Partition D: For XMPie applications and job storage (~420GB) Network Gigabit Ethernet adapter Windows Server 2016 Standard Edition (64-bit), Windows Server 2012 R2 Standard Edition (64-bit), or Windows Server 2012 Standard Edition (64-bit), (1) All machines on which PersonalEffect is installed must run on the same operating system. A combination of different operating systems is not supported. (2) A dedicated server is requried. No other software or web applications should be installed. Operating System (1)
uProduce Extension Server (3) Device
Recommended HW/SW Specifications Two physical Quad-Core Intel® Xeon (2)
Processor Memory
32GB RAM or higher (2)
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Device
Recommended HW/SW Specifications
Video Card If uImage is used: • 4 GB or greater video RAM • Screen resolution: 1280 x 800 or higher • XMPie recommends you have a graphics processor (GPU) certified by Adobe. For a list of certified cards, see: https://helpx.adobe.com/photoshop/kb/photoshop-cc-gpu-card-faq. html Disk Storage 2 x HDD in RAID 0 (striping) configuration with two partitions: Partition C: Operating system (~80GB) Partition D: For XMPie applications and job storage (~420GB) Network Gigabit Ethernet adapter Windows Server 2016 Standard Edition (64-bit), Windows Server 2012 R2 Standard Edition (64-bit), or Windows Server 2012 Standard Edition (64-bit). (1) All machines on which PersonalEffect is installed must run on the same operating system. A combination of different operating systems is not supported. (2) Each composition instance requires 4GB RAM and 1 CPU Core. Due to operating system and hardware limitations, the maximum number of composition instances per server is 16. (3) A dedicated server is requried. No other software or web applications should be installed. Operating System (1)
PC Workstation - XMPie desktop tools Device
Minimum Hardware Specifications
Processor Memory
Intel® Core™ 2 Duo or higher
16GB RAM or higher
Disk Storage 250GB Display
1,024x768 monitor resolution with 16-bit video card or better
Network Operating System
Gigabit Ethernet adapter
Windows 10 Pro Edition (64-bit) or higher, Windows 8.1 or 8 Pro Edition (64-bit) or higher, or Windows 7 Pro Edition (64-bit) with Service Pack 1 • Adobe InDesign CC2018 or CC2017 for uCreate Print • Adobe Dreamweaver CC2014.1 for uCreate XM • Adobe Dreamweaver CC2015 for uCreate Digital
3rd Party Software (provided by customer)
Macintosh Workstation - XMPie desktop tools Device Minimum Hardware Specifications Processor Intel 2.0GHz or better Memory 16GB RAM or higher Disk Storage 250GB Display
1,024x768 monitor resolution with 16-bit video card or better
Network
Gigabit Ethernet adapter
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Device
Minimum Hardware Specifications Mac OS X v10.13, v10.12, v10.11, or v10.10.
Operating System
3rd Party Software (provided by customer)
• Adobe InDesign CC2018 or CC2017 for uCreate Print • Adobe Dreamweaver CC2014.1 for uCreate XM • Adobe Dreamweaver CC2015.2 for uCreate Digital
Web / Proxy Server (2) (Relevant for Cross Media or uStore) Device Recommended Hardware Specifications Processor One physical Quad-Core Intel® Xeon Memory 8GB RAM or higher Primary HDD 250GB Secondary HDD 250GB Disk Storage 2 x HDD in RAID 1 (mirroring) configuration with two partitions: Partition C: Operating system (~100GB) Partition D: For XMPie applications and web sites (~150GB) Network Gigabit Ethernet adapter Windows Server 2016 Standard Edition (64-bit), Windows Server 2012 R2 Standard Edition (64-bit), or Windows Server 2012 Standard Edition (64-bit). (1) All machines on which PersonalEffect is installed must run on the same operating system. A combination of different operating systems is not supported. (2) A dedicated server is requried. No other software or web applications should be installed. Additional requirements for Microsoft SQL Server The server which is running Microsoft SQL Server, should have the following specifications for optimum performance of PersonalEffect Analytics and Marketing Console based on the installed configuration and the anticipated campaign size. Note that Microsoft SQL Server can be installed on the uProduce server, or on dedicated hardware as highlighted in the server configuration column of the following table. Requirements Operating System Windows Server 2016 Standard Edition, or Windows Server 2012 Standard Edition. Operating System (1)
Processor
Quad-core Intel® and above (Two physical CPUs recommended)
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Memory
Server Configuration
RAM (Total)
RAM (Allocated to SQL Server)
MS SQL installed on uProduce server with campaigns < 10,000 recipients MS SQL Standard installed on dedicated server with campaigns < 500,000 recipients MS SQL Standard installed on dedicated server with campaigns > 500,000 recipients
8GB
1GB
8GB
5.5GB
16GB
12GB
MS SQL Server version (with Reporting Services installed) .NET Framework
Microsoft SQL Server 2016 SP1 (1) (2) , Microsoft SQL Server 2014 SP2 (1) , or Microsoft SQL Server 2012 SP3 (1)
3.5.1 and 4.5 (1) The free MS SQL Server “Express Edition” is supported. However, note that the Enhanced Charting available with PersonalEffect Analytics Premier or Signature is only available with MS SQL Server Standard Edition and above. (2) Xerox FreeFlow Core does not currently support Microsoft SQL 2016. If FreeFlow Core is included with your configuration, you will need to use Microsoft SQL 2014. Server Software requirements Windows Server 2016 Standard Edition (64-bit), or Windows Server 2012 R2 Standard Edition (64-bit), or Windows Server 2012 Standard Edition (64-bit). Windows Server MUST meet the following requirements: o Must NOT be a Domain Controller. o NTFS file compression must NOT be used. o The server host name must only include alphanumeric characters, dots (“.”), or dashes (“-”). o Must NOT run the WSUS (Windows Server Update Services) Server Role. (Note: setting Windows Updates on the local server is OK.) o Must NOT use Federal Information Processing Standards (FIPS). For more information on Federal Information Processing standards and guidelines, refer to the National Institute of Technology and Standards (NITS) web site at: http://www.nist.gov/itl/fipsinfo.cfm o All the latest Microsoft hot fixes and critical updates must be installed. • Database Server: uProduce Server • Operating System:
Microsoft SQL Server 2016 with Service Pack 1, Microsoft SQL Server 2014 with Service Pack 2,
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Microsoft SQL Server 2012 with Service Pack 3. Notes: o If no other SQL Server is available, uProduce will be installed by default with Microsoft SQL Server 2016 Express Edition with Advanced Services. o XMPie software is also compatible with the Standard or Enterprise Editions of Microsoft SQL Server. (If Standard or Enterprise is desired, a license must be provided by the customer.) o Your proposal includes PersonalEffect Analytics Premier or Signature. In order to achieve 3d charts provided with this product, a Microsoft SQL Standard or Enterprise license is required (supplied by the customer). • Internet Browser (for uProduce Dashboard): o Internet Explorer 10 and later, or
o Latest version of Firefox, or o Latest version of Chrome.
Important Notes Performance and Reliability Considerations
To achieve optimal performance and reliable operation of the uProduce server, you are required to install it on a dedicated machine. The uProduce server should not contain any applications that are not essential to the XMPie production. Applications that use IIS and or .NET framework are known to interfere with the proper operation of the uProduce server. An examples of such application includes Microsoft Visual Studio. We strongly recommend excluding non-XMPie software from the uProduce servers. Anti-virus Software 1. Installing and running anti-virus software on the uProduce server environment can cause significant performance degradation and - in some cases - software failures. Therefore, make sure to use a server-based anti-virus product for Windows that is specifically designed for high-performance corporate servers. 2. The uProduce server environment is a closed system (by “closed system” we mean that only uProduce server components are sharing network and file system resources). Therefore, there is no need to install anti-virus software on any uProduce Extension server but only on the Director or Solo server and where the main file system is located (if it’s separated). 3. If you intend to install anti-virus software on the uProduce server environment, make sure to EXCLUDE the following files and folders from being scanned by the anti-virus: » » $:\Temp\ » » %windir%\Temp\ » » C:\inetpub\wwwroot\ » » $:\Users\
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» » $:\Users\
• Microsoft Hyper-V • Citrix XenServer
2. When running PersonalEffect Server products on VMs it is the customer responsibility to properly install, configure and manage the VM resources.
3. This XMPie Site Preparation document provides specifications for PersonalEffect Servers running on standard physical machines. With VMs, the same hardware requirements apply.
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4. All Windows OS-based Servers today run on Intel or AMD multi-core processors. Each PersonalEffect Server product running on a VM should be assigned the same number of cores used to run it on a physical machine. The following table lists the number of cores and the amount of RAM required for each PersonalEffect Server product:
XMPie Server Product PE Turn-Key PE Director PE Extension
Cores - Minimum
Cores - Recommended
RAM (GB) - Minimum
RAM (GB) - Recommended
4 2 4 1
8 4 8 2
16
20 12 32
4
20
UPU
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5. The VM environment allows the “sharing” of resources (specifically CPU cores and RAM) between several virtual machines. We strongly recommend that all cores assigned to PersonalEffect Servers are NOT shared with other virtual machines. CPU peak loads for PresonalEffect Servers can vary dramatically – especially when working with interactive functions which need a quick response: uStore proofing, web campaigns, web-based emails (including online/on-demand images), etc. Such loads are very unpredictable and all CPU resources must be reserved to ensure quick response. Installation Prerequisites 1. uProduce system must have a dedicated Windows user with a local administrative rights. This user MUST be created on each machine where XMPie server is to be installed. This user will be the owner of several XMPie processes on the server machine. This user can be either a Domain user or a Workgroup user, depending on how the server machine is connected to the network. Choose one of the following options: • Domain User: A domain user with full local administrative rights should be created and its name/password provided to XMPie. • Workgroup User: Local Administrator login/password should be provided to the target machine as well as the desired name/password for the newly created user. This user will be created during the XMPie software installation process. Attention: All XMPie processes will run based on this Windows user. Therefore, the username and password must NOT be changed after installation. 2. The following settings must not be changed after the XMPie server is already installed: • Server Local IP Address • Server Name • Network Environment - whether the server is part of a Domain or a Workgroup on the local network.
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3. The Microsoft Windows Server Operating System installation media should be available on the server in the CD/DVD drive. Or, at an accessible location on the server HDD or shared network folder. The location should be provided to XMPie prior to installation. Remote Installation requirements Remote Access To enable remote installation, the customer must provide a remote access to the intended network where XMPie software will be installed. Remote access can be granted through any proprietary technology as long as the required software (i.e. VPN client, VPN web based, etc.), login and passwords are provided in advance. It is recommended to use Windows Remote Desktop Protocol (RDP) tool for enabling remote access. Internet/FTP Access To enable downloading of needed materials prior or during the XMPie software installation process, the engineer performing the installation must have access to HTTP/S protocols in the network where XMPie products will be installed. Network Configuration In a typical XMPie configuration (as shown in the earlier diagram) the following components are installed: Internal Network (LAN): uProduce Server, uProduce Extension Server (optional), uImage Processing Unit (optional), Workstation machines (with one or more of XMPie Desktop Tools products). Firewall setting: XMPie does not provide any kind of Firewall with its system. It is the customer’s responsibility to install and configure all protection devices. In order to allow communication into the Web/Proxy server from the Internet, several rules must be defined in the Firewall. Work with your network administrator to ensure that the following ports are allowed: Web/Proxy Server (DMZ) ports access: 1. TCP Ports 80, 443 – ensure that HTTP/HTTPS traffic on ports 80 and 443 from the internet to the Web/Proxy server is allowed. (For incoming HTTP/S requests) 2. TCP Port 21 - ensure that FTP traffic on port 21 from the internal network (LAN) to the Web/Proxy server (DMZ) is allowed. (For Dreamweaver / uCreate XM users.) 3. TCP Port 3389 - ensure that RDP traffic on port 3389 from XMPie network to the Web/Proxy server is allowed. (For Remote Access support) External network (DMZ): Web (Proxy) server, RURL Wizard & Cross Media web sites.
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uProduce Server ports access: 1. TCP Port 1433 – the uProduce server must connect with the SQL database server. 2. TCP Port 80 and 443 - internal LAN network must connect with the uProduce server’s IP address for HTTP and HTTPS requests. 3. TCP Port 443 - uProduce server must be able to browse out to the internet to connect with Circle. If you need to restrict to certain hosts, then these hosts must be accessable: eu.xmcircle.com, eu-west-1.queue.amazonaws.com, swf.eu- west-1.amazonaws.com. 4. TCP Port 443 - In order to use XMPie Email Service (XES) delivery providers, HTTPS Port 443 must be enabled outbound to the following domains: iam. amazonaws.com, email.us-east-1.amazonaws.com, firehose.us-east-1. amazonaws.com, sqs.us-east-1.amazonaws.com, sns.us-east-1.amazonaws.com, sdb.amazonaws.com, s3.amazonaws.com, s3-external-1.amazonaws.com, and s3.dualstack.us-east-1.amazonaws.com. 5. TCP Port 3389 - ensure that RDP traffic on port 3389 from XMPie Network to the uProduce server is allowed. (For Remote Access support) Marketing Console ports access: 1. TCP Ports 1433 and 12881 – the server running Marketing Console Web Services must connect to the SQL Database server on ports 1433 and 12881. 2. TCP Port 80 - internal LAN network must connect with Marketing Console to access campaign reports. In addition, some customers may wish public internet connection on Port 80 so that end customers can view campaign reports. Required Information Summary The following list summarizes the information the customer needs to provide to the engineer performing the installation prior to the remote installation process: Remote installation related • The desired network topology of the customer’s site (for example, Firewall and network topology, local printers, workstations, etc.) • Remote access method, including all usernames/passwords and any required proprietary software to enable access to the customer’s local network • Server/s Local IP Address (for each XMPie server machine in the customer’s site configuration). • Server/s name (for each XMPie server machine in the customer’s site configuration) • Domain User or Workgroup User, both with Local Administrative rights along with the corresponding password • Desired username and password for the XMPie dedicated user to be created during the XMPie software installation process on a Workgroup environment File Sharing: File system access rights should exist between the uProduce and Workstation machines.
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• Version number of Adobe Creative Suite that is currently installed at the customer’s site • Location of the Microsoft Windows Operating System Server installation folder on the customer’s server machines • In order to test sending of email campaigns, we will need to setup an SMTP email delivery provider. Please provide the ip address or servername of your SMTP server. If your SMTP server uses a non standard port or requires a username/password, please also provide these details. SMTP server details are also required for uStore to send order confirmation emails. If installing uStore, please also provide an email address to use as the sender of uStore order confirmation emails.
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