In this article, you will learn
- how to prepare the Workflow for print production, and
- which parameters are required to set up the Workflow.
1. General
The Workflow has to be configured after installation. The preparatory steps have to be carried out by the administrator. However, any changes to the settings can be made or reverted at a later time. We recommend completing the system setup as described below.
2. Setting Up External Resources
External resources or systems that should be controlled by the application have to be configured in advance. To do this, complete the following steps. If no Measurement Devices or Cutter Devices are used, these steps can of course be omitted. It is always necessary, however, to set up the File Management!
- Setting up the File Management and checking its availability.
- Setting up Measurement Devices with the appropriate measurement methods.
- Integrate and configure Cutter Devices.
3. Setting Up Inks and Printers
To enable a printer for output, the following preparatory tasks have to be completed in advance:
- Create any Process Colors that are not available by default.
- Create any unavailable ink families and their associated inks.
- The ink families with the corresponding inks have to be set up for the printer.
- If a complete ink cost report needs to be generated, the price has to be stored for the respective inks.
- Create the desired printer and then configured it.
The individual tasks are briefly described below.
3.1. Creating a Process Color
Common Process Colors are created during installation. If an additional Process Color is required – for example, when a special color outside the standard color set if used for your printing system – it has to be created manually. Proceed as follows:
- Navigate to Administration > Inks and switch to the tab Ink Setup.
- In the settings area Process Colors, click Add to open the dialog Add Process Color.
Figure 1: The dialog Add Process Color
- In the dialog Add Process Color, you have to enter a Name and an Abbreviation for the Process Color and define the CMYK color value used for display in the application.
- If the new Process Color should be used as a gamut-extending color in Color Management, the option Retain Separation [2] should remain disabled. If this option is enabled, the created color is marked for use as a Spot Color of the type "Output as Separation" for the printing system.
- If the created Process Color is to be used as a light color for calculating transitions between a light and dark color of a Process Color, select the option Light Channel [1] and then activate the corresponding dark Process Color [3] from the selection list.
- To save the selected Process Color settings, click Save.
3.2. Creating Ink Family and Inks
An Ink Family is the parent group of inks that have been developed together for use in a printing system. One or more Process Colors can be assigned to an ink family. The most common ink families are already available after installation.
To create an ink family, proceed as follows:
- In Administration > Inks open the tab Ink Setup.
- To create a new ink family, click Add in the header bar of the settings area Ink Families.
Figure 2: The dialog Add Ink Family
- In the dialog Add Ink Family, first complete the description fields [4] for the ink family – Name, Segment, Supplier, and optionally a Comment.
- Then switch to the tab Inks [5] and add the Process Colors to the ink family for which an ink is available.
- Next, enter the Name and Order Number of the ink.
- To create the ink family, click Save.
3.3. Setting Up Ink for the Printer
After all Ink Families and their associated Inks have been created in the database, the inks filled in the printer must be made available.
To make the inks available for the printer, proceed as follows:
- In Administration > Inks navigate to the tab Used Inks.
- In the settings area Ink Family, add the previously created Ink Family to the list by clicking Add. The dialog Add Ink Family opens.
Figure 3: The dialog Add Ink Family
- In the dialog, first select the Ink Family [6]. Selecting the ink family displays all available inks assigned to that ink family.
- Next, select all inks that are filled in the printer by checking the corresponding checkbox [7]. In case filled colors are not displayed, they have either not been created yet or are assigned to a different ink family. In this case, you either have to create the ink or add an additional ink family in the application.
- To make the selected inks available in the application, click Save.
3.4. Storing Ink Prices
To generate an ink consumption report with prices later in the application, the prices for individual inks or special customer-specific ink prices have to be entered in the system.
To set the standard price of an ink, proceed as follows:
- Navigate to the tab Used Inks [8] in Administration > Inks.
- In the settings area Ink Families, select the desired entry [9]. All available Inks in the selected family are displayed in the settings area of the same name.
- Now select the corresponding ink [10] in the settings area Inks. This displays the entry Standard Price [13] in the settings area Ink Price. If the price has not yet been modified, it is set to 0.00 € by default.
Figure 4: The tab Used Ink with the three setting areas
- In the dialog Add Ink Price that opens, enter the price per liter of ink in Cost € / l [15]. This dialog differs from Figure 15 only in that no Customer can be selected.
- Click Save to store the standard prices for this ink. Repeat this procedure for all other inks.
- If you also set a customer-specific ink price, click Add [11].
- In the dialog Add Ink Price, you can selec a customer [14] and enter the ink price for that customer in Cost € / l [15].
Figure 5: The dialog Add Ink Price
3.5. Adding a Printer
Setting up a printer is required to output print data. Different parameters may be needed depending on the printer type, so the setup process can vary. To provide a general overview, the setup of a PDF printer is described below. Proceed as follows:
- Select the menu Administration > Printer. If no printer has been set up yet, the application will display the steps that have to be completed in advance in order to set up a printer. A printer can only be set up once all the prerequisites are met. These prerequisites include:
- Setting Up the File Management – set up the file management on the desired server where the print data should be stored.
- Path – select the path where the files should be stored.
- Ink Family – create an ink family for the desired printer with all the required Process Colors.
- Substrate – create the desired substrate with all the substrate characteristics that should be used.
- Click Add in the action bar. Depending on your license, different printer types are available for selection here. For this example, a PDF Printer/Output is created.
- In the dialog Add Printer, the Printer Type [16] is already preselected and cannot be changed. Additionally, enter the Name for the printer and, optionally, a Comment.
- For the Default Destination Directory [17], select the path or share you previously defined for this printer. In addition, specify the Preferred Height – the height that should be selected as the default for the Imposition – for this printer and then click Next.
Figure 6: The step Printer in the dialog Add Printer
- In the step Print Heads, the typically used Process Colors are already displayed. In Preferred Ink Family [18], select the ink family that is loaded in the printer.
- Remove any Process Colors that are not required from the list, or add any unlisted Process Colors that are available in the printing system.
- The order can be adjusted according to the printer's requirements by simply moving the handles [19].
- Click Next to proceed to the next step.
Figure 7: The step Print Heads in the dialog Add Printer
- In the step Color Configuration, the Type [20] has to be selected. When creating a PDF printer, only CMYK can be chosen here. For other printing systems, different printing color configurations can of course be selected.
- Enter the desired name for the type in the field Channel Configuration Name [21]. By default, the type designation is useed, but you can also enter a custom name of your choice.
- Click Next to continue.
Figure 8: The step Color Configuration in the dialog Add Printer
- In the step Print Configuration, you have to enter the Printer Resolution [22] as well as other Finishing Type [23] and Output Parameters [24].
- After entering the desired values, click Next to continue.
Figure 9: The step Print Configuration in the dialog Add Printer
- The final step is to create the Color Policy, which plays a central role for output in the application. The following parameters have to be entered to complete the printer setup:
- Name [25] – assign a name for the color policy. Optionally, you can also add a comment.
- Substrate [26] – select the default substrate for this printer from the dropdown menu. All created substrates are available in the selection list.
- Assign to all Substrates [27] – activate this option when the color strategy that should be created has to be used for all substrates.
- Assign to selected Substrate [28] – when the Assign to all Substrates option is deactivated, it is possible here to add additional substrates to the standard substrate. This limits the list of available substrates to those added here when selecting the color policy in the application.
- Intermediate Color Space [29] – select the ICC profile that is to be used for color conversion from RGB to CMYK from the selection menu.
- ICC Profile [30] – Select the desired ICC profile here or upload your own ICC profile. The selected ICC profile should correspond to the target system for which the PDF is being created. The substrate profile (an ICC profile) should therefore be uploaded and selected here.
- Then click Save to create the printer.
Figure 10: The Color Strategy / ICC Profile step in the Add Printer dialog, which is only available when creating a PDF printer.
Creating a color policy
Please note that the color policy/ICC profile step is only offered when creating a PDF printer. For other printing systems, the color policy is created during the profiling of the printing system and assigned to the printer.
3.6. Configuring the Printer
When creating a printer, you have already added a Color Configuration and a Print Configuration with all the necessary parameters. If you want to set up additional printer configurations, such as color settings, resolutions, output paths, etc., you can do so at any time.
To create additional color configurations and print configurations for an existing printer, proceed as follows:
- Select the menu item Administration > Printers. A list of all printers available in the application is displayed.
- Click on the name of the printer in the list to open the detail view.
- The detail view of the printer is divided into four setting areas – Print Heads [31], Color Configuration [33], Print Configuration [34], and Color Policies [32].
Figure 11: Detail view of a printer for complete configuration
- In the Print Heads [31] settings area, click Edit to change the ink family or add additional colors –OVG, varnish, white.
- In the Edit Print Heads dialog, at least the Process Color [35], the Ink Family [36], and the Ink [37] have to be selected for each color channel. Do this for all print heads in the printer.
Figure 12: The Edit Print Heads dialog
- Save the changes in the Print Heads dialog by clicking Save.
- Now create the Color Configuration that you want to use for production later. To create a Color Configuration [33] (Figure 11), click Add in the settings area of the same name.
- In the Add Color Configuration dialog – note that it is not possible to create additional color configurations for a PDF printer – select the desired color configuration in Type [38]. Then assign a suitable name for the Color Configuration Name [39].
Abbildung 13: Der Dialog Farbkonfiguration hinzufügen mit bereits ausgefülltem Typ und Namen
- Complete the Color Configuration by clicking Save.
- Now create the print configurations that you want to use for production later. To add a Print Configuration [34] (Figure 11), click Add in the settings area of the same name.
- In the Add Print Configuration dialog, select the desired Preset [40] from the list of preconfigured modes. Then assign a name for the Print Mode [41]. Note that this name has to be unique for each print configuration.
Figure 14: The Add Print Configuration dialog with the already selected Print Mode
- Complete the Print Configuration by clicking Save.
Once all the necessary print configurations have been set up, the application is ready to start the color setup for a substrate. However, before you start, you should at least adjust the Settings menu item to your requirements, especially with regard to color management.
4. Configuring Routines
The application provides so-called Routines that can be used to clean up unnecessary or specific files from the system at specific intervals. It is only possible to start, pause, or deactivate existing routines. It is not possible to create new routines!
To control and schedule the routines, proceed as follows:
- Navigate to Administration > Routines. A list of all four available routines in the application is displayed.
- To start a paused routine, activate the slider Activate Scheduler [42].
- To pause a running routine, deactivate the slider Activate Scheduler [43].
- To execute a routine immediately, click Execute immediately [44].
- To configure a routine, first deactivate it and then click Edit [45].
- To see which files were last deleted by the routine, click Show Details icon [46].
Figure 15: List of available routines
5. Configuring the System
The final step is to configure the application's settings and define user access rights.
The following three areas should now be configured to adapt the application to your working methods:
- Settings for the application have to be configured under Administration > Settings.
- Load color libraries and create system-wide spot color definitions.
- Create users and define their permissions.
5.1. Customizing the Settings
To view or change the settings for the program, proceed as follows:
- Select the menu item Administration > Settings. All areas in which settings can be made are displayed in the form of menu items and tabs. The menu items General [47] and Color Management [48] should always be adjusted for production-related reasons.
Figure 16: The General menu item in the settings
- In the General [47] menu item, the settings are those that best suit your working methods or production requirements. There are four tabs available:
- General [49] – here you can specify how length specifications should be handled and how many entries should be displayed in the Activities list. The default values in this area are already optimally selected for common production processes.
- Display Options [50] – here you can select the desired values for displaying –included in the menu are the options Length Unit, Area Unit, Number Format, Currency, Date Format, and Time Format. In addition, specify whether the user should see all menu items for the license or only those menu items that correspond to their role.
- Box Options [51] – define the typical bleed values used in production and the Page Box that should be used by default for impositions. In practice, using the TrimBox is a common and recommended working method.
- Multipage Files [52] – here you can determine how multipage files should be handled.
- Once you have completed the settings in the General tab, switch to the Color Management tab [48] (Figure 16). There, carry out the settings that best suit your working methods or production requirements.
Figure 17: The Color Management tab of the Settings dialog
- There are three tabs available in which you have to define settings before starting a color setup:
- General [53] – specify which options should be used for the various areas of color management – ∆E, Color Policy, simulation target color space, rendering intent, and linearization method. Be sure to read the descriptions in the notes on the right side of the options. Additionally, select which source profiles should be used for color calculation in the print data. In certain production environments, it may be useful to ignore CMYK source profiles.
- Working Color Space [54] – Select the profile here – for CMYK, RGB, and grayscale that should be used as the reference color space for output in production. The use of ECI-CMYK, a CMYK color space with a wide color gamut for digital printing, can be useful in purely digital printing environments. The sRGB color space is recommended for environments where the creators of the print data are unknown. For grayscale, sGray is the most commonly used setting.
- Output Color Space [55] – upload all ICC substrate profiles to be used as the output color space for printers here.
- Save the presets you have made by clicking Save. If you want to make further presets in the other tabs, now is the right time to do so. However, changes to the settings can also be made at any time later.
5.2. Loading the Color Library
To ensure that spot colors are converted correctly to the output color space and that the ∆E color differences for the selected output color space (Color Policy) are calculated correctly, you should provide the system with the color libraries used in your prepress or production. You can use either the color libraries used in Adobe CC programs (.ase and .acb formats) or color libraries in CxF format.
To upload a color library, proceed as follows:
- Navigate to Color > Spot Colors and switch to the Library tab.
- Click on Import in the action bar.
- A dialog appears for selecting an .acb, .ase, or CxF file. Drag the desired file to the drop zone [56].
- Then assign the desired Name [57] for the color library.
- Click the Import Spot Color Library button to load the color library into the application.
Figure 18: The Import Spot Color Library dialog
5.3. Adding a Spot Color Definition
In order for certain spot colors to be automatically recognized as a specific type of spot color in the Workflow, they must be created as system-wide Spot Color Definitions. It is also possible to create substrate-specific or customer-specific Spot Color Definitions.
To create a Spot Color Definition, proceed as follows:
- Navigate to Colors > Spot Colors. A list of all available spot colors in the application is displayed. Using the three quick filters – System, Substrate, and Customers – you can filter and edit spot colors in the respective category.
- Click Add to create a system-wide spot color definition.
- In the Create Spot Color Definition dialog that opens, enter the following information to create a spot color that should be created as a technical color:
- Name [58] – Enter the name for the spot color here. Note that each spelling – upper and lower case – requires its own spot color definition.
- Origin [59] – Select from the drop-down menu whether it is a system-wide, substrate-specific, or customer-specific spot color. Technical colors can only be created as system-wide spot colors.
- Spot Color Type [60] – Define the type of the spot color here. Depending on this selection, the spot color will be treated accordingly in the system. To create a Technical Spot Color, select the type of the same name.
- Processing Steps [61] – for technical spot colors and spot colors that are output as separations, you have to select the desired Processing Steps Group. In most cases, select Structural here. Optionally, you can also select the respective Processing Steps Type.
- Color Mode [62] – Select the color space in which the color values for the spot color should be specified. Choose between CMYK, RGB, and LAB.
- Color Value [63] – After selecting the Color Space, enter the corresponding color values for the color reproduction of the Technical Color. Alternatively, Lab values can also be read in directly using Measurement Devices.
- Complete the Spot Color Definition by clicking on Save.
Figure 19: The Create Spot Color Definition dialog
6. Creating Users and Roles
Depending on your license, multiple users can work with the Workflow at the same time. Although all users can work with the same login details, it is recommended that you create a separate User for each user. Creating separate users makes it possible to track who last worked on a file and assign different access rights to different areas of the application to different users.
To create users and grant them access to specific areas, proceed as follows:
6.1. Creating a User Role with Permissions
To allow users to access certain areas, typical user roles have to be created. To create a role, proceed as follows:
- Navigate to Administration > Users and Roles, and select the Manage Roles tab.
- By default, the role USER is available in the User Roles settings area. No rights are assigned to the USER role by default.
- In case, for example, you want to create the role "Prepress", click Add in the User Roles settings area.
- The Add User Role dialog opens, where you can enter a role name [64] and, optionally, a Role Comment.
- Click Save to create the new role.
Figure 20: The Add User Role dialog
- Select the previously created user role in the left area of the User Roles [65] settings area.
- The Role Permissions assigned to the role are then displayed. The Menu Bar tab [66] displays the permissions that correspond to the menu items in the application's menu bar. You can also view the permissions for other areas, such as Editors and Global.
Figure 21: The Role Permission settings area with selected permissions from the Menu Bar tab
- By expanding [68] layer 1, you will see the underlying role permissions for layer 2. In some cases, role permissions can be expanded up to four layers, allowing authorizations to be set very granularly.
- Go through the list of role permissions and activate the corresponding checkboxes to activate all role permissions of the underlying layers or individual role permissions. In case not all permissions of a layer are activated, the symbol [–] [67] is displayed.
- Once you have set all the desired Role Permissions, click Save to assign the changes to the role.
6.2. Creating a User
To create a user, proceed as follows:
- Navigate to Administration > Users and Roles and select the Manage Users tab.
- Click on Add in the User Accounts settings area.
- In the Add User Account dialog, you have to enter a Username [69] and a Password [70] and confirm the password. Optionally, enter additional information about the user, such as their first and last name and e-mail address.
- Assign the user a User Type [71] (Default or via an External System (REST API)) and a Role Type [72] (User or Administrator).
- Then assign a User Role [73] to the user. Please note that user roles must have been created beforehand in order to be selected here.
- Click on Save to create the user account.
Figure 22: The Add User Account dialog
You have now completed the final step of the setup phase. You can now start with the color setup or create your first Production Jobs, Orders, or Articles.
Artikel update: Workflow 1.22.1 – 02/2026














