ROES V9.6 FUNCTIONS/FEATURES

On 2/13/18, live ROES launches using v9.0 or 9.5 were migrated to 9.6.

NEW IN DESKTOP & WEB 1/2019: PACKAGE OPTIONS

ROES now offers the ability to have Option sets on lab defined Packages that can apply to the Package as a whole, each template via one selection, or show separately for selection on each template in the Package. The new attribute to define on the parent and child Options is per_template, with 3 choices: true, package, and false. True will show the Option set once for the entire package, but add the selected Option to each Template in the Package to the order. Package will show the Option set only once as well but only add the selected Option once to the order as part of the Package. False represents the default behavior for an Option set when defined off a Package container – it will show separately for each Template in the Package for selection.

Here is how they appear in Desktop and Web as true, package and false:

NEW IN DESKTOP & WEB 9/2018: ROES CUSTOM SIZES

The ability to offer custom print sizes is now available in the latest Desktop v9.6 and ROES Web. Using an Option, a customer can enter a desired width and height.

The product/node will be adjusted for the size and new price calculated for the item based on the size. The following attributes are used:

needs_size - set with value of [width]*[height]

price – value to charge per sq.inch

heightmin, heightmax, widthmin, widthmax - in order to define different pricing for different size ranges, such as prints to 10x10, 20x20, 30x30, etc.

you can have different Options to limit the values available for the customer to define

heightincrement and widthincrement - Set to value of 0.5 to limit size entries to half-inch increments

Note: The calculated price is in addition to any value set for the template "price" attribute, so you may want to have no price on the template itself.

Option in Template Tool:

That Option in ROES Desktop:

In ROES Web:

FACE DETECTION

New functions in v9.6 are focused on face detection and the Events module. For a document of Face Detection please visit http://www.roesu.com/Training/RUG/2017/ROESFaceDetect.pdf.

EDITING PACKAGES

ROES 9.6 changes how package edits are done from the cart.  Packages will be edited as the entire package, returning the customer to the same workspace they added the items from initially, showing all components of the package.

CATALOGS MUST HAVE U_ID’S!

Please make sure all of your Catalogs in each templates file have u_id attributes defined on them.

ROES Version 9.5 Features/FAQ

ROES v9.5 was released May 25, 2016. ROES v9.5 received a lot of positive feedback at the 2016 RUG Meeting, and enhancements added since then are a direct result of that feedback and testing. Information on the new features:

New Multi-order (Video)

ROES v9.5 adds support for orders from multiple Catalogs in one ROES order .ro file, what we call Multi-order. In the cart each item added while in the respective Catalog, with a separate total listed for each. Clicking Show Order/Receipt at the top of the cart pane will open multiple preview reports, in most cases using browser tabs for each one. The Order Options for each Catalog will display in a longer scrolling pane on the right of the cart to allow selection to ensure desired/required Options get selected, with alerts thrown for any needed.

During checkout each Catalog’s Shipping Methods will be shown to allow for proper Shipping price additions. Multi-Order is not enabled by default in v9.5. To enable, add attribute multiorder set to true to Configuration element off the root in templates file.

What ROES Server versions will support ROES v9.5 orders and Multi-orders?

ONLY the current ROES Server version 3 can process Multi-orders. ROES DP2 Server 1.1.2 and higher will process multi-orders as single orders and standard single Catalog orders.

New webview (video)

Implementation of JavaFX allows for full HTML5 support within the splash page, information Templates and Options. To enable the new webview ability, add attribute webviewurl onto a Template or Option in Template Tool.  The value is a full URL to a web page.  The new webview can be used to replace tooltips for a richer user experience, offering a browser-like environment over the program pane.  Options with webviewurl on them will receive an info icon to their right to be clicked for additional information:

The new webview enhanced functionality will appear always by default for the splash page in the Home pane. Links using roessplash values in the splashtip to show additional pages will need to be converted to http links for v9.5. All http links will be displayed within the splash area of the home pane. For multiple viewed pages, navigation arrows will appear in the upper left of the splash area to go back or forward.

New ROES Search (video)

The new Search tool is enabled by default, showing with the field and the magnifying glass icon at right of Catalogs drop-down. Selection of label presents products as if it was selected in Sizes, and looks across Catalogs. Searches can be limited to just the current Catalog by checking the This Catalog checkbox. To disable search you can add attribute searchcatalogs set to false on the Configuration element.

PayPal (video)

The new PayPal integration can be set up in your ROES as a payment method. Please review the document at http://www.roesu.com/Training/RUG/2016/ROES_PayPal_Setup.pdf. Once your business PayPal account is ready, SWS staff can enable the method in your Test ROES launch for testing and add to your live launches when ready.

Labels for Masks

The label attribute can now be added to each mask under Masks to help customers identify designs.

QR Code Scanning for Events (video)

ROES v9.5 adds updated support for QR Codes and Subject Cards. In addition to the subject ID now the cards can be scanned for package data as well. A new Designer Tool has been created to add checkboxes to a studio designed subject card that can be saved in Favorites for use.

New X button to close image folders

A new X button has been added in the far left bar of the thumbnails pane under the Add images button to close all open image folders (the hot key combination holding the ALT or OPT keys and clicking a folder’s X still works as well).

New Attributes that can be set on Configuration element off root of templates file:

saveinfobox set to false – removes checkbox to save credit card info, ideal for kiosk use

quitconfirm set to false – no alert on exit but will still auto-save

switchtooptionsontemplateselect set to true – jumps from Text entry pan to Options pane when switching Templates

booksviewenabled set to true – removes the user book pages over the workspace (so only the possible pages are there), and adds three toggle buttons on the control bar next to the page flip buttons: workspace - goes to workspace; grid - replaces workspace with book sections shown vertically, with pages in 3 column grid; row - replaces workspace with horizontal scroller like old film strip

Do my templates files need to be encrypted?

You do not need to be running an encrypted templates file for v9.5, though we strongly encourage all to do so. Remember, templates need to be encrypted for use in Template Tool 8 and the new Template Tool 9 that is built into the new ROES Client. A video on encryption can be found at http://www.roes-u.com/Training/TTool/Templates%20File%20Encryption/Templates%20File%20Encryption.html. The new enc file should be tried using a browser to pull the file via direct URL. If it succeeds in downloading, please advise us of the new file names on your site and then we can change the calls in the startup here and test them. Once completed and running the old zip files can be deleted from the web.

ROES V9 MIGRATION INFO & FAQ

All test ROES launches have been migrated to the ROES Version 9. Pertinent information of using new features and other tips are below. Reminders for ROES V8 changes needed to the templates file are listed further down. A primer on v9 changes can be found at http://www.roes-u.com/Training/ClientV9/V9CoreChanges.pdf.

Do my templates files need to be encrypted?

You do not need to be running an encrypted templates file for v9, though we strongly encourage all to do so.  Remember, templates need to be encrypted for use in Template Tool 8 and upcoming Template Tool 9.  A video on encryption can be found at http://www.roes-u.com/Training/TTool/Templates%20File%20Encryption/Templates%20File%20Encryption.html.  The new enc file should be tried using a browser to pull the file via direct URL.  If it succeeds in downloading, please advise us of the new file names on your site and then we can change the calls in the startup here and test them.  Once completed and running the old zip files can be deleted from the web.

What ROES Server versions will support ROES v9 orders?

ROES Server version 2.1.5 and higher and ROES DP2 Server 1.1.2 support v9 orders.  New ROES Server v3 will be deployed to all in the near future and ROES DP2 Server 1.1.2 has just been released.

What is the new Tools tab and text entry?

In ROES Version 9 text entry is performed in the upper right Tools tab in the Option pane.  Upon selection of a text node the Tools tab will automatically display and you can begin typing immediately.  Text entered will display in both the entry field and the node at the same time.  Controls for font and color will be displayed.

How do I enable the enhanced text features, the new Styled Text?

The new Styled Text adds new text handling to allow for different fonts, sizes and colors of text inside the same node.  Styled Text can be enabled throughout the program by adding the Configuration element to your templates file with the styledtext attribute set to true.  If you already have For any product you want to restrict the new text from simply add the styledtext attribute set to false on the Template.

What can I do with the new PromoCode Manager and where are codes entered in ROES v9?

ROES Version 9 and new Promocode Manager 2.1 allow for BOGO offers and more enhanced discount controls with promotional codes.  A primer on entry and display can be found at http://www.roes-u.com/Training/ClientV9/Client_Version_9_Promos.pdf.  The guide for Promocode Manager 2.1 can be found at http://www.roes-u.com/Training/Promocode/Promocode2_1/PromoCodeManager2_1.html.

What is new in Events?

If Events is active on your launch a new Catalog will always display for Subject Cards.

What is the new Books Wizard mode and how do I enable/use it?

The new Books Wizard mode in ROES v9 allows you to turn on a wizard mode at the Catalog level by using the new wizard attribute set to true.  When set the template groups of books will display as icons in the wizard instead of tabs.  Thewizardbackground attribute can be set to define a URL to a background image to be used by the wizard display.  At the template group level, such as an album type (i.e. “Diamond Albums”) you can use the following attributes:

-       icon: Full URL to an icon to use for selection of a certain type of book in the wizard

-       description: Text or HTML encoded text to be used for describing the book group type

-       wizardbackground: Full URL to file to be used for the next wizard step

-       wizardsteptitle: Title to be used for the next wizard step

One each book container the icon and description attributes should also be set to represent the desired exact book and description of the size and other necessary information.  A visual can be seen at http://www.roes-u.com/Training/ClientV9/Book_Wizard_Key_Attributes.pdf.

Is there something new with the logging in ROES Version 9?

To ensure the roeslog does not grow too large, we are zipping that file up first during order creation at the customer system.  When the order unpacks, the roeslog.log file will still be there but it is actually a zip file.  Rename the extension to .zip and then you will be able to extract the roeslog if needed.

ROES Version 8 Reminders

ROES v8 reminders and tips with instructions and example links below. A video on templates file changes can be viewed by clicking here.

ORDER OPTIONS CHANGES

It is best to set ui_columns on your Order Options to 1 (the default when the attribute is added) in each Catalog in the templates file. The Order Options in the Cart area is a thinner strip column to the right of the order items list, so having a single column value for these gives a better appearance.

NEW SHIPPING - SHIPPING METHODS

Each Catalog needs a set of Shipping elements added, at least Shipping with one Shipping Method set off of it (you can create one SHipping set and Link to it from other Catalogs). These are designed to act in place of the shipping you have now in Order Options, and you can copy the values from Option attribute to Shipping Method attribute for things like the id, label and price (NOTE: DO NOT DELETE THE ID NOR THE PRICE ATTRIBUTES FROM A SHIPPING METHOD!). An example of Shipping sets can be found here (example zip also includes an Order Option to charge a mandatory minimum order fee of .50 if under $5), which you can download, open directly in Template Tool, and copy and paste into your Test templates file to test with and edit for your needs. You can also keep using your current shipping options in Order Options and just have a single Shipping Method under Shipping in each Catalog, something like 'Use Selected Shipping From Cart' as the label and setting the default attribute (in the Add Attribute list) to true on the Shipping Method.

SPECIAL INSTRUCTIONS

The new UI has no separate Special Instructions/Instructions entry. If desired you may add an Order Option for Special Instructions that uses the needs_textarea attribute to give customers a field for this, and set the id of this Option to something like specinst. On your reports you will want to change the [SPECIAL_INSTRUCTIONS] macro to [SELECTED_OPTION_TEXT_BY_ID(specinst)] to get the customer's text (initially you will want to leave both to account for anyone still submitting orders via the open ROES Pro/old UI, so your line in the report would be: Special Instructions: [SPECIAL_INSTRUCTIONS][SELECTED_OPTION_TEXT_BY_ID(specinst)] - only one should resolve to get data in the order).

REPORTS

For your reports you will need to add macros to grab the Shipping values, you can place these where desired (and possibly remove any macros for Special Instructions if not needed). The macros are:

[SHIPPING_ID] - The "id" attribute of the selected shipping method

[SHIPPING_LABEL] - The "label" attribute of the selected shipping method

[SHIPPING_TOTAL_PRICE] - The price value of the selected shipping method

A typical report line for usage could be: Shipping: [SHIPPING_LABEL] [SHIPPING_TOTAL_PRICE]

There is also an attribute that can be added on a Shipping Method called needsaddress that can be used for drop shipping needs. If used, it requires special macros for reporting:

Name: [SET_MACRO_FROM_SHIPPING_METHOD_ATTRIBUTE(SHIP_NAME,ship_to_name)][SHIP_NAME]
Attention: [SET_MACRO_FROM_SHIPPING_METHOD_ATTRIBUTE(SHIP_ATTENTION,ship_to_attention)][SHIP_ATTENTION]
Address: [SET_MACRO_FROM_SHIPPING_METHOD_ATTRIBUTE(SHIP_ADDRESS,ship_to_address)][SHIP_ADDRESS]
Address 2: [SET_MACRO_FROM_SHIPPING_METHOD_ATTRIBUTE(SHIP_ADDRESS2,ship_to_address2)][SHIP_ADDRESS2]
City: [SET_MACRO_FROM_SHIPPING_METHOD_ATTRIBUTE(SHIP_CITY,ship_to_city)][SHIP_CITY]
County: [SET_MACRO_FROM_SHIPPING_METHOD_ATTRIBUTE(SHIP_COUNTY,ship_to_county)][SHIP_COUNTY]
State: [SET_MACRO_FROM_SHIPPING_METHOD_ATTRIBUTE(SHIP_STATE,ship_to_state)][SHIP_STATE]
Zip: [SET_MACRO_FROM_SHIPPING_METHOD_ATTRIBUTE(SHIP_ZIP,ship_to_zip)][SHIP_ZIP]
Country: [SET_MACRO_FROM_SHIPPING_METHOD_ATTRIBUTE(SHIP_COUNTRY,ship_to_country)][SHIP_COUNTRY]
Phone: [SET_MACRO_FROM_SHIPPING_METHOD_ATTRIBUTE(SHIP_PHONE,ship_to_phone)][SHIP_PHONE]

A zip of sample reports can be found here.

HOME HELP URL LINK - BUTTON IN HOME PANE

Please provide a link you would like the customers to get in a web browser for the 'Get Help' button. This can be a tips page you may have for ROES, a lab contact page/home page on your web site, or if you desire we can set it to the www.roes.co page we have set for end-user support, including usage videos.

SPLASHTIP - HOME PANE

The splashtip window is now a part of the Home/Start pane. You can set up a centered HTML page for use in this spot, with the full URL to the page set in the text attribute of the Splashtip element in the templates file. This should allow it to look the same/correct regardless of the customer's screen resolution. Also, ROES URL's can be used inside the source of this page to take the customer directly to products. The ROES URL's are built similar to a web page URL but starts with roes:// instead of http:// and uses the u_id values of the Catalog, Template Group/Groups and desired Template to land on as the body of the URL. Since you can rename the u_id values to your liking (provided there are no duplicates!), you can set them to be easier to use in these links. For instance, if your first Catalog is Professional Prints - Color Corrected, and the item you want to link to is a 16x20 on special in a group labeled as 'Specials', you can set the u_id of the Catalog to corrected, the Template Group of Specials to specials and the 16x20 on sale to 1620promo. Then the proper ROES URL for this item would be roes://corrected/specials/1620promo to jump to it. In the web page source you could have something like:

.....<a href="roes:// corrected/specials/1620promo" target="_blank">Click Here To Order This Week's Special!</a>

The splash screen a centered HTML page is best, and try to stay away from CSS's as the 'Java pretending to be a browser' doesn't treat them very well. Simple pages with tables to spread things around and keep them orderly works well. You can have multiple pages in place as well, extra pages that can be linked to from the default splash page and will appear inside the home pane to replace the default page when the link is clicked. All of these pages can have the ROES URL links that take customers directly to products as well. A sample can be seen here, the basic sample pages used are enclosed in a zip file here.

ACCOUNT VERIFICATION

For account verification we can pass an HTTP post to a web page that ingests the data sent (such as account number and password) and is connected to a database and then verifies the 2 values go together. If so the page returns a plain response of VALID (all upper case) and the customer can then access the ordering panes; if not any response beginning with Error: will be shown. The page, which people have .asp and .php pages in place for, can also be connected to via SSL if desired.