JDF Switch

Overview

BOS Professional can integrate with Switch.

Work Orders

Work Orders include a JDF Switch tab that contains the data that is uploaded to Switch and the Progress notes received back from Switch.

Input Fields

  • There are six Custom Input fields (100 characters each).
  • Captions can be assigned to these fields using General Settings > JDF Switch > Caption - Custom input field 1–6.
  • When a caption is assigned, the field appears in the JDF Switch tab on Work Orders.
  • All the Custom Input fields are included in the standard XML Upload.

Parts

A table of Parts, based on the estimate is created when the Work Order is created.

File Statuses

  • Waiting (Yellow): Waiting for artwork to be uploaded.
  • Production (Blue): Artwork approved.
  • Complete (Green): Part is printed.

Files

  • Files can be added in BOS Professional, or they can be added using a Switch integration.
  • Files are linked to the Work Order and can optionally be linked to a Part by checking the Filter to selected Part checkbox when a new Part is added.
  • The Filter to selected Part checkbox also serves as a filter.
  • The Description field to add a note (e.g. Advertisement for Page 12).
  • Multiple Artwork files can be uploaded for each Part, or one Artwork file can be uploaded for multiple Parts.
  • Files can be linked to other files, for instance, a Preflight Report can be linked to its parent Artwork file.

Available File Types

  • Artwork
  • Preflight Reports
  • Digital Proofs

Colour codes

  • Pending (Yellow): Default for when a file is uploaded.
  • Uploaded (Orange): Uploaded to Switch.
  • Pre-press (Blue): Switch is processing.
  • Rejected (Red): Switch rejected the artwork.
  • Production (Green): Default for when the Artwork or the Digital proof is approved.

General Settings

Navigation

Main Menu > Setup > Settings & Defaults > Settings (tab)

Note

The defaults are the values for new databases and new users. Your database may have different values.

Setting Description Default
JDF Switch > Artwork Folder (Linux: /FolderName/; Windows: \FolderName\)
  • Provide a default path in the Value column in the provided format.
  • This setting is used when files are uploaded from the JDF Switch tab.
  • Files are renamed to the format: JobNo_FileNo_Name (WO2345_2_MyFielName.PDF) and copied to the artwork folder.
Blank
JDF Switch > Caption - Custom input field 1–6Option to create additional fields by entering captions for them in the Value column.Blank
JDF Switch > Enable Syspro uploads (XML)
  • Yes: Enables XML export for use in Syspro (Upload (button) > Export to SysPro on the Work Order's JDF Switch tab).
  • No: Disables XML exports.
No
JDF Switch > FTP HostEnter the IP address or DNS name of the FTP Server.Blank
JDF Switch > FTP PasswordEnter the password for the FTP connection.Blank
JDF Switch > FTP PortEnter the port number for the FTP connection.21
JDF Switch > FTP UserEnter the username for the FTP connection.Blank
JDF Switch > Job Folder (Linux: /FolderName/; Windows: \FolderName\)
  • Provide the location of the folder for Switch data. This setting is used for both the FTP and local server.
Blank
JDF Switch > Use FTP
  • Yes: The FTP fields must be completed.
  • No: Files are downloaded to a local folder.
No

Downloading a Work Order to Switch

  • The information in the JDF Switch tab is converted to XML and uploaded to a local or FTP folder from where Switch uploads it.
  • Open a Work Order and click the Upload button.
  • You can upload a job multiple times. The Progress table is updated each time the job is uploaded.
  • The file is named JOB_WONO.xml (e.g. JOB_1005.xml).
  • This process can be automated using BOS Server.
  • The Delivery Address (comma separated) <DELADDRESS> and Req Date <REQDATE> were added to the Header section during May 2026.

Uploading a Status update from Switch

  • The file which is downloaded from Switch is named PROGRESS_WONO.xml (e.g. PROGRESS_1005.xml).
  • This file can be manually imported from the Work Order, or it can be automated using BOS Server.
  • Empty tags are ignored: You only need a value in <JOBNO>, <FILENO> and <FILESTATUS> to update a file status.
  • Files can be identified by <FILENO> or by <FILEURL>.

Progress XML Sample File

<?xml version="1.0"?>
<PROGRESS>
<JOBNO></JOBNO> <!-- Work Order No. -->
<PARTNO></PARTNO> <!-- Optional -->
<JOBSTATUS></JOBSTATUS> <!-- Optional -->
<NOTE></NOTE> <!-- Text - max 255 characters -->
<FILENO></FILENO> <!-- The FileNo can be used to update the Status of a File -->
<FILETYPE></FILETYPE> <!-- 1-Artwork; 2-Preflight; 3-Proof -->
<FILESTATUS></FILESTATUS> <!-- 1-Pending; 2-Pre-press; 3-Rejected; 4-Production -->
<FILEDESC></FILEDESC> <!-- Description - eg. Artwork for Page 1-8 -->
<FILEURL></FILEURL> <!-- Optional -->
</PROGRESS>

Invalid characters in XML

The only illegal characters are &, < and > (as well as " or ' in attributes, depending on which character is used to delimit the attribute value: attr="must use &quot; here, ' is allowed" and attr='must use &apos; here, " is allowed').

Setting up BOS Server to upload Progress files

  1. Download BOS Server using Tools.exe > Utilities > Downloads.
  2. Extract the compressed file and move the extracted folder to C:\.
  3. Run the application and navigate to Menu (button) > File Exchange.
  4. Click New (button) and populate the fields as follows:
    Field Description
    TypeImport XML.
    DescriptionImport Job Progress from Switch (Or any other relevant description).
    File FolderAdd the local or network folder from where the Progress files are uploaded.
    File Tag - Enter 'Progress'Enter the text that must be present in the filename for the file to be automatically imported.
    Edit Connection StringRight-click and select Edit Connection String to add the connection details of the BOS Professional database.
    Edit SQLRight-click and select Edit SQL and paste the SQL into the edit window – See SQL below.
    Edit ScheduleRight-click and select Edit Schedule to set up the import schedule – a 1 min interval is recommended (Tests indicate + - 1 second to import 100 Progress files).

SQL for BOS Server

execute procedure SWITCH_PROGRESS
(
:JOBNO,
:PARTNO,
:JOBSTATUS,
:NOTE,
:FILENO,
:FILETYPE,
:FILESTATUS,
:FILEDESC,
:FILEURL
)

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