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Configuring the Q Web Reporting Tool

The last option in the configuration tool is to install the Bluebeam Q

Web Reporting Tool. The Bluebeam Q Web Reporting Tool provides

a web interface for monitoring the status of conversions. Use the

Bluebeam Q Web Reporting tool to view the status of any conversion

processed by placing a file in the watched folders or sent through the

print client. Failed jobs can be resubmitted through this interface.

Additionally reports can be run over user defined time periods to

determine usage.

This installation requires that Microsoft Internet Information Servers

(IIS) be installed on the same system with Q. If you do not wish to

install the Web Reporting Tool, press the Cancel button. If IIS is

currently not installed or enabled, this process will install IIS. During

the installation of IIS you may be prompted for your Operating System

installation CD. If you do not wish to install IIS, uncheck the Install

Internet Information Services checkbox.

The Q Web Reporting Tool provides the capability to remotely view

log files. If you wish to enable this feature, make sure the Enable

Remote Log Viewing is checked. Likewise, the Reporting Tool can

be configured to start and stop the Q processes. If you do not want to

enable this for security reasons, uncheck the Enable Remote

Process Control checkbox.

In Step 2 you will configure the accounts for access to the Q Web

Reporting Tool. There are other settings to encrypt the passwords

(optional). You can also use this dialog to add users to the system by

pressing the Add button.

The last step controls what to do after the Q Web Reporting Tool

completes installation. Checking the Open Web.config file box

displays this file for further editing. To view a document describing the

steps for manually configuring the Q Web Reporting Tool (not

required if the installation completed successfully), check View

manual web tools setup tutorial. And finally to launch Q after the

installation process is complete, check Launch Bluebeam Q.

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Section 5.0  Q Operation

Q Server Modes

The Q Server can run in either an interactive/application (Standard)

mode or as a Windows service. If you intend to use watched folders

or the Conversion API specifically for converting files, the Q Server

should be run in Standard Mode. If the Q Server is to be run using

only the network printer, the server should be run in Service mode. If

the Script Engine will be used for processing PDFs, it is

recommended that the Service mode be used.

When the server is configured to run in Service mode, each time the

computer on which the Q Server is installed is restarted, the Server

processes will startup in the background. You can monitor the

process by starting the Task Manager (Ctrl Alt Del, Task Manager)

and looking for the BBServer process.

Start > Programs > Bluebeam Software contains the following:

To display a console window while the Server is running, click

Bluebeam Q Start – Display. To start the Server without displaying

the console window, click Bluebeam Q Start – Quiet. In order to shut

down the Q Server, click Bluebeam Q Stop. If the Q Server is set to

start as a service, it will automatically restart on the next server boot.

If Q is set to run in Standard mode, it will need to be restarted via the

shortcuts described above.

Archiving

As files are converted, the original source files are moved to an

archive directory. By default, the archive directory is located at

{My Documents}\Bluebeam\backup. Each job is given a job ID. A

typical directory that has several converted archive directories would

appear like the following illustration.

It is recommended that periodically this directory be cleared out in

order to keep the disk usage down. The Q Manager provides a

mechanism for automatically clearing the archive folder on a regular

basis.

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Section 6.0  The Q Manager Application

The Q Manager is the primary interface for configuring Q. Typical

settings that can be configured are:

•

Running the server in Standard or Service Mode.

•

Starting and stopping the Q server processes.

•

Creating and configuring watched folders.

•

Removing temporary and archive folders.

The following sections describe the configuration options.

General Settings

Default Folder Locations

Watched Folder  Specifies the top level location for the watched

folders. This may point to a pre existing location that has a repository

of source files for conversions, or it may be a new folder.

It is very important that if the watched folder is pointing to a pre

existing location, the Move input files after conversion (in the

Watched Folders > Advanced Settings dialog) not be checked, or

original source files will be relocated to the archive file.

Output Folder – The default output location for files that the Q Server

processes.

Archive Folder – Location where source files are archived after a

conversion takes place. Each time a conversion is performed the

source file will be moved to this location.

Database Folder – Location of the Q conversion history database

file. Each time a conversion is attempted, the information is logged to

this database. The Q Web Reporting Tool uses this data for reporting

job status and the Q Server uses this to determine which files to

attempt to re convert. It is recommended that this database be

backed up on a regular basis.

Automated File Cleanup

These settings are used to automatically delete various files that may

remain during the course of normal conversion operations. The

Frequency setting determines how often to check for old files. The

Min File age deletes files older than the specified time. As an

example, if the Frequency setting is 24 hours and the Min. File age

is set for 12 hours, the process will check every 24 hours and remove

files that that are older than 12 hours. The 4 areas that are scanned

are:

Temp folder – During the conversion process certain intermediate

files are created. These files are generally cleaned up automatically,

however sometimes certain files will remain. Often these files have a

.pxb or .mxb file extension in any one of several temporary

directories. These files will be removed if this cleaner is enabled.

Watched folders – Files may sometimes be placed in a watched

folder which the Q Server does not know how to convert. The files will

remain in the watched folder. Over time the watched folders will

accumulate these unconvertible files. Set this cleaner to remove files

older than a certain age. Note: the files, if they are removed, will

be deleted permanently from the filesystem.

Output Folder – Enable this cleaner to remove files placed in any of

the defined output folders. Any file that remains in any output folders

outside of the defined time parameters will be deleted.

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Archive Folder – After a conversion successfully completes, the

source file is moved to the defined archive directory. The archive

directory is primarily meant to provide a means of recovering a source

file if a user accidentally moves a source file into the watched folder. If

the archive folder is not cleaned in a regular manner, it may get very

large due to all of the source files potentially being copied to this

location.

Miscellaneous Settings

This area controls a number of other settings related to the operation

of the Q Server.

Timeout – Sets the system timeout for conversions. If a Conversion

has not completed within this specified time, the Q Server will move

on to the next Conversion job.

Overwrite output files – If this option is checked, output filenames

will be overwritten. If this is unchecked, each filename will have a

number appended to the filename. For example, if project6

document.pdf exists and a new version is created with this checkbox

unchecked, the new name will be project6document001.pdf. If a

conversion occurs again, another file will be named project6

document002.pdf.

Log Conversions in DB – Each time a file conversion is performed,

information is written to a database regarding the files converted and

the status of the conversion. If you wish not to store the conversion

information in the database, uncheck this option. If you do not store

conversion information, the Q Web Reporting Tool will not be able to

display report and statistical information for the conversions.

Allow Web Resubmit – Checking this option will allow failed

conversion jobs to be re submitted through the Q Web Reporting tool.

Network Printer Port – Sets the default port that the Q Server listens

to for print job requests. Client workstations need to be configured to

connect to a specific port on the Q Server when using the Network

Printer Interface. Define the port for the Q Server to use by entering a

port number in this field. Refer to Section 9.0 for further details about

the Print client.

Global conversion filters

Ignore – Q will not attempt to convert any files with an extension type

present in this list. An example of why this is useful would be DWL

files. When AutoCAD opens a drawing file, it creates a lock file with

extension.dwl and the same name as the associated AutoCAD

drawing. When the .dwl extension is present in the Ignore list, the Q

Server will not attempt to convert this file if it exists in the watched

folder.

Include Only – Q will only convert filetypes with the extensions

specified in this list. Use this option if the Q Server needs to be

configured to only convert a few specific types of files.

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Watched Folder Configuration

The Q Manager provides extensive tools for configuring watched

folders. There are 5 tabs in the Watched folder configuration. On the

left hand side of the dialog is a folder tree indicating the currently

defined watched folders.

When a folder is selected, the settings currently defined for the

selected watched folder are displayed in the tabs (Input/Output, Page

Setup, Stamps, Filters, Advanced, Script) on the right hand side of

this dialog.

To create a new folder, right click the

parent folder to display a context menu,

then click New Folder. Copy Folder will

make a new folder with the same

properties as the source folder. Rename

Folder changes the name of the folder.

Explore Folder opens the folder in

Windows Explorer.

This section explains the configuration settings available for the

watched folders. The settings are described by tab.

Input/Output

Trigger  The Server can run in Standard, Event, Interval or

Event/Interval Mode. Standard mode relies on Windows processes

to notify the Q Server that a file is ready to be converted. In Interval

mode the server scans the watched folders at specified times to

determine if there are any new or modified source files to convert. If

there are new or newly modified files since the last time the scan was

performed, Q converts the files to the specified output format. The

scan time is set by modifying the Interval field below Trigger. Event

mode uses Windows processes to indicate when a file is updated or

first placed in a watched folder. Event/Interval mode triggers a

conversion any time a new file is placed or an existing file in the

watched folders is modified. The “Event” in Event/Interval refers to

any Windows file system update that occurs within the watched

folders.

Using Event/Interval ensures the most rapid conversion from source

to output file since the watched folder structure will be continuously

scanned for new or modified folders.

Set the Interval period by pressing the Add button. The interval

setting works by scanning “at some point” per scan interval. For

example, if 2 AM under Hour is the only value entered in the interval

fields, Q will scan once per day at some point in the 2:00 AM hour. If

you need to make this time a closer constraint, set the minute value,

for example enter “10”. This will instruct Q to scan the watched folders

each day at some point between 2:10 and 2:11. It is recommended to

set the hour and minute interval for daily scans.

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Set the Include subfolders checkbox to scan any subfolders for new

or modified files to convert. Enter any output folders in the Exclude

Paths to ignore the output file locations. Entering these paths will

prevent “conversion loops” from occurring.

Next specify the Output Location for the currently selected Watched

Folder. Use Source Folder places the output file in the same folder

as the source file location. Note that if you are going to use this

option, it is recommended that you filter the output file type by adding

the output file type to the Ignore list discussed in the previous

section. For example, if the Use Source location is checked and the

output file type is defined as PDF, make sure that PDF is in the

Watched Folders Filters dialog so that the PDF file will not be re

converted. Note: If “.pdf” is added to the ignore list, and if scripting is

set, the PDF will not be processed. You should specify a separate

folder for processing PDFs if you want to apply scripting operations to

PDFs.

Use default folder to select the default folder as identified on the

General settings, Output Folder setting.

To specify a different output folder, click the Set folder button and

enter the path in the text box to the right of the button, or choose the

file selection button

next to the file path text box.

To select an output file type other than PDF (including PDF/A for

archiving), click the Save As Type list under Output Options. To

overwrite existing files with the same name in the output folder, click

On in the Overwrite output file list. If the mode is set to Off, a

numeric value will be appended to the end of any duplicate file

names. Subsequent conversions will be saved with an incremented

number appended to the end of the filename. If [Use default] is

selected, the default Overwrite setting from the General tab will be

used.

Check the Mirror source folder tree box to build up subfolders

similar to the source folder structure. If this is not selected, all

resulting converted files will be placed in one folder specified in the

Output Location.

Check the Line Merge Enabled box to created line merged PDFs

from the AutoCAD plugin.

Watched Folders – Page Setup

This tab is used to control the output (or converted) file parameters.

The left hand panel (Select watched folder) displays the currently

configured watched folders.

Once a particular watched folder has been selected, change the

parameters by editing the values on the right hand side of the

watched folders dialog. These parameters are described below.

DPI – sets the dots per inch (DPI) setting to use for graphics included

in files. If PDF is defined as the output filetype this is the down

sample resolution to use when converting files that have embedded

graphics. If a raster output file is chosen (JPG, TIF) this is the overall

DPI setting to use for the output file.

Color depth – Defines the number of colors to have available in the

output file. For black and white choose 1 bit.

Blend Mode – Enables or disables transparency in the output file.

When converting AutoCAD files, this setting enables or disables what

is often referred to as “line merge” on drawing files.

Page size Select the page size to use for the output file. If the Page

size does not appear in the drop down, use the Bluebeam

Administrator to add a custom Page Size. The Administrator can be

started under Start > Programs > Bluebeam Software.

Orientation Define the default orientation (Portrait/Landscape).

Scale – Scale factor of the source document.

Transfer Options When Converting AutoCAD, SolidWorks,

Microsoft Word, PowerPoint, or Excel files, Bookmarks, (file)

Properties and Hyperlinks can be transferred into PDF files. Check

these boxes if you wish to transfer this information into the PDF.

Watched Directory – Stamps

Place a text stamp using the Stamps menu. Use the Stamp Editor

accessible under Start > Programs > Bluebeam Software to define

custom stamps. A detailed help file describing the use of the Stamp

Editor is located at: {Q Install folder}\Bluebeam

Software\Help\StampEditor.chm

Watched Directory – Filters

Conversion Filters Use the Ignore/Include Only settings in this

tab to specify which file type to attempt to convert. Q will not attempt

to convert file types entered in the Ignore section. Alternatively

setting a file type in the Include Only field causes Q only to attempt

conversion of these specified file types.

When converting AutoCAD files, use the Include layouts setting to

specify Model and All Layouts, or just All Layouts. There are several

other settings to specify which layouts to use when converting the

source AutoCAD drawings. Setting the Date filter instructs Q to

ignore all source files before the given date. That is, if the date is set

for July 2, 2002, all source files older than this date will not be marked

for conversion.

By default Q will not convert a file if it has already been converted. If

the file has been modified since last conversion, it will be re

converted. If there has been no modification to the file and you wish

to force a conversion, leave the Only convert new and modified

files button unchecked. Otherwise conversions will only occur on

newly added files to the watched folders, or if a file has been updated.

Watched Directory – Advanced

Q uses Bluebeam plugin technology for converting AutoCAD,

SolidWorks, Microsoft Word, PowerPoint and Excel files to PDF and

the other output file formats. Use this tab to add parameters to the

watched folders for setting plugin specific settings to control the

conversion. Additional settings can be configured by pressing the

Add button. Certain parameters depend upon other parameters to

also be defined. If a parameter is selected that depends upon another

parameter, the Q Manager will automatically add this additional

parameter to the Application settings.

Move input files after conversion will move the source files to the

Archive folder specified in the General Settings tab. If this watched

folder is pointing to a general projects folder this option should be

turned off since source files in folders may inadvertently be moved.

Watched Directory – Script

Use the script tab to enter commands for processing PDFs placed in

a watched folder. This panel contains an intelligent script editor which

assists in the entry of syntactically correct scripts. Scripts will not run

unless the Enable Scripts checkbox is checked in the tab.

Use the CTRL+Space keyboard shortcut to get a list of available

commands for the Script Engine. As you are entering commands,

pressing Tab will enter default values for the script to assist in rapidly

developing the scripts. Refer to the Bluebeam Q Watched Folder

Script Reference as part of the Q Server software distribution for a

complete description of available commands. The Save PDF after

running script should be checked in order to save the PDF after it

has been processed by the script.

When processing files in the Watched Folders, Bluebeam Q

automatically handles the opening, saving, and closing of the PDF

files taking into account the source and destination folders already

associated with the Watched Folders. Therefore, Watched Folder

scripts are very simple, and in many instances are only one line.

There can be more than one command in a script file, for example

you could write one script to insert a cover page, add headers and

footers, flatten and apply security.

One additional note, the Script Editor is actually an embedded version

of the full Script Editor application available under Start > Program >

Bluebeam Software. This same editor can be used to edit Scripts that

can be sent to the command line for processing by the Script Engine.

The Bluebeam Script Reference included with the Q Server

distribution provides more information regarding running Scripts in

this manner. This document is located in the directory under

{Q Install folder}\Bluebeam Software\Help.

Server Manager – Processes/Modes

This tab controls the starting and stopping of Q and provides a

convenient display of process status as the Q runs. The display is

similar to the Processes window in the Windows Task Manager.

There are 2 modes in which to run Q:

Standard Mode – Runs in a “live” or interactive user account. In this

state Q runs as a logged in user. This is the most reliable setting for

using the watched folder interface when converting AutoCAD,

SolidWorks or MS Office documents. Because of Windows security

and application requirements, this is the only mode that the Server

should be run in if the watched folder interface is being utilized.

Service Mode – Starts Q as a set of Windows services. This will run

AutoCAD, SolidWorks and Office applications in a service mode when

converting these native document types. This is not a recommended

configuration due to limitations of Windows security. This mode can

be used if you are primarily using the Bluebeam Network printer or

the Script Processing Engine.

You can switch between the modes by selecting corresponding radio

button and pressing the Apply button. Press the Restart Server

button to stop and automatically restart the server in the new mode.

Q Manager – Converters

Converters Enabled allows you to take advantage of multiple core

modern computer hardware. The number should only be increased

above 1 if Q is running on a multiple core or multiprocessor

workstation. If multiple converters are started, use the Windows Task

manager to set the affinity of each worker to different processors on

the server to maximize throughput of conversions.

Check the Close Existing Processes to ensure that conversion jobs

will not get attached to currently running sessions of applications.

It is possible to restart the host applications after a certain number of

conversions have occurred by setting the values in the Conversions

Before Reload for each application. If this value is set to ‘10’ for the

AutoCAD converter, the Q server process will launch AutoCAD and

the AutoCAD process will remain open for 10 conversions. After the

conversion a restart of AutoCAD will occur. It is recommended to

set values for restarting the applications because oftentimes, when

applications remain open too long, they will tend to consume more

and more memory and resources. These resources are freed when

the application restarts.

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