Delivering Files Automatically to Print Locations/Hotfolders in Infigo

1. Overview

This article guides you through the process of configuring your Infigo software to automatically deliver files to your print locations or hotfolders. By setting up your system correctly, you can streamline your workflow, reduce manual interventions, and ensure that your files are delivered efficiently and securely. This article focuses on troubeshooting specific issues.

For additional information and detailed tutorials, the Infigo Academy offers extensive resources on this topic. Visit the Infigo Academy to search and browse our content.

2. Contents

1. Overview
2. Contents
3. Key Points and Takeaways
4. Problems This Solves
5. Key Settings
6. Scenario-Based Guide
   • Scenario 1: Files Not Automatically Delivering to Hotfolders
   • Scenario 2: Unable to See Files in Hotfolders Due to Permission Issues
   • Scenario 3: Using a Single Hotfolder Across Multiple Storefronts
7. FAQs
8. Troubleshooting
9. Alternate Search Terms

3. Key Points and Takeaways

• Proper configuration of mapping targets (tags, groups, etc) and hotfolder mappings is crucial for automatic file delivery.
• The Infigo Sync utility must be installed on a Windows PC or server; it is not compatible with macOS.
• User permissions on your server can affect visibility and access to files in hotfolders.
• Currently, using multiple hotfolders for different storefronts is necessary; a single hotfolder for multiple storefronts is not supported at this time.
• Regularly monitoring the Shared Print Operations (SPO) table helps track the status of your orders and file deliveries.

4. Problems This Solves

• Eliminates the need for manual file transfers to hotfolders.
• Resolves issues with files not appearing in hotfolders due to misconfigurations.
• Addresses permission-related problems that prevent users from accessing files.
• Clarifies how to manage hotfolders across multiple storefronts effectively.

5. Key Settings

• Infigo Sync Utility

  • Path: Download from the Infigo Help Centre and install on your Windows PC or server.
  • Explanation: Synchronizes files from the Infigo platform to your local hotfolders. Requires proper configuration with the correct keys and must run on a compatible Windows system.
  •  

• Hotfolder Configuration

  • Path: Administration > Configuration > Hotfolders and Print Locations
  • Explanation: Hotfolders are designated destinations for file deliveries. They need to be set up and mapped accurately to product tags.

• API Tokens

  • Path: Contact Infigo Support for assistance generating API Tokens
  • Explanation: API keys authenticate the Infigo Sync utility. Use platform-level API keys to access all hotfolders under a print location.

6. Scenario-Based Guide

Scenario 1: Files Not Automatically Delivering to Hotfolders

Problem: Files from recent orders are not automatically appearing in the designated hotfolders, necessitating manual intervention.

Solution:

1. Check Hotfolder Mappings:

   • Go to hotfolder settings: Administration > Configuration > Hotfolders and Print Locations.
   • Select or create a hotfolder within a print location and click Edit Mapping
   • 
   • Confirm that hotfolders are correctly mapped to the relevant targets.
   • 
   • Save all changes to mappings.
2. Verify Mapping Targets:

• • Navigate to and ensure the targets for hotfolder mapping are configured correctly.
  • Hotfolder mapping can be applied to many areas of Infigo, however in order to function they need be be configured correctly, for example:
  • If using Tags as a mapping target, ensure the relevant tags are applied to relevant products.
  • If using Customer Roles as a mapping target, ensure all relevant customers have been assigned the correct role.

1. Confirm Infigo Sync Utility Installation:

   • Ensure the Infigo Sync utility is installed on a Windows PC or server.
   • Remember, macOS is not supported for the Infigo Sync utility.

2. Validate Infigo Sync Configuration:

   • Open the Infigo Sync configuration file on your server.
   • Check that you are using the correct API key (preferably a platform-level API key for broader access).
   • Ensure all settings align with the Infigo Sync setup guide.

3. Monitor Order Status in SPO:

   • Access the Shared Print Operations (SPO) table: Administration > Shared Print Operations.
   • Refresh the table after placing an order to observe status updates.
   • Look for status changes such as "InHotFolder" or "Verified" to confirm processing stages.

Scenario 2: Unable to See Files in Hotfolders Due to Permission Issues

Problem: Files are reportedly delivered to the hotfolders, but users cannot see or access them due to permission restrictions.

Solution:

1. Check Server Permissions:

   • Verify that the user accounts accessing the hotfolders have the necessary read and write permissions.
   • Adjust permissions in your server's file management system as needed.

2. Consult IT Support:

   • Work with your IT department to ensure proper network and folder permissions are set.
   • Confirm that there are no network policies blocking access to the hotfolders.

3. Test Access Across Devices:

   • Try accessing the hotfolders from different devices or user accounts to identify if the issue is user-specific.
   • Note: If the issue persists across devices, it's likely a server-side permission problem.

4. Review Infigo Sync Logs:

   • Locate the Infigo Sync log files on your server.
   • Check for entries indicating successful downloads or any errors during the file transfer process.

Scenario 3: Using a Single Hotfolder Across Multiple Storefronts

Problem: You want to use a single hotfolder for multiple storefronts to centralize file retrieval, but the current setup requires separate hotfolders for each storefront.

Solution:

1. Understand Current Software Limitations:

   • Currently, Infigo requires individual hotfolders for each storefront.
   • The software does not support mapping multiple storefronts to a single hotfolder natively.

2. Set Up Individual Hotfolders:

   • Create separate hotfolders on each storefront with unique names (e.g., "StorefrontA_EventLabel", "StorefrontB_EventLabel").

3. Map Targets at Storefront Level:

   • In each storefront, ensure the relevant mapping targets are fully configured then set up the hotfolder mappings within:
   • Path: Administration > Configuration > Hotfolders and Print Locations > (Select Hotfolder) > Edit Mapping

4. Alternative Workflow Consideration:

   • If managing multiple hotfolders is impractical, consider implementing a server-side script to consolidate files from individual hotfolders into a single directory.
   • Note: This requires custom development and should be coordinated with your IT team.

7. FAQs

• Can I install the Infigo Sync utility on a Mac?

  No, the Infigo Sync utility is only compatible with Windows PCs or servers.

• Why aren't files appearing in my hotfolder even though orders are processed?

  This could be due to incorrectly set up mapping targets (such as tags, customer roles, product groups, etc) or hotfolder mappings. 

• I'm receiving a warning about duplicate hotfolder names. Should I be concerned?

  Yes, duplicate hotfolder names can cause conflicts. Ensure each hotfolder has a unique name, especially when they are for different storefronts.

• How do I access the Infigo Sync log files?

  The log files are located in the installation directory of the Infigo Sync utility on your server. Review these logs to troubleshoot file transfer issues.

• Can I use a single hotfolder for multiple storefronts?

  Currently, Infigo requires separate hotfolders for each storefront. This may change in future software updates.