User Guide Version: 1.
User Guide Version 1.4 Last Revision: 2016-08-30 Objectif Lune, Inc. 2030 Pie-IX, Suite 500 Montréal, QC, Canada, H1V 2C8 +1 (514) 875-5863 sales@ca.objectiflune.com www.objectiflune.com All trademarks displayed are the property of their respective owners. © Objectif Lune, Inc. 1994-2016. All rights reserved. No part of this documentation may be reproduced, transmitted or distributed outside of Objectif Lune Inc. by any means whatsoever without the express written permission of Objectif Lune Inc. Inc.
Table of Contents Table of Contents 4 What Is Capture OnTheGo 6 What Capture OnTheGo Can Do for You 6 Capture OnTheGo Main Features 8 The Capture OnTheGo Architecture 9 Managing a Capture OnTheGo Solution The Design Template Creation 9 11 11 The Workflow 15 The Basic Processes Involved in the Capture OnTheGo Workflow 17 The Process that Makes a Document Available to Capture OnTheGo App Users 17 Adding and Configuring an Output to Capture OnTheGo Plugin 18 Repository Tab 18 Deposit Tab
Using the Capture OnTheGo Server Console 25 Managing Users 26 Managing Groups 28 Managing Documents 29 Changing the Look of the Capture OnTheGo App 31 Using the Capture OnTheGo App 32 System Requirements 32 Finding your Way around the Capture OnTheGo App 32 Your Library 33 Your Repository 34 Downloading or Viewing a Document from the Repository 35 General Capture OnTheGo App Document Functions 35 Working with Capture OnTheGo Documents 37 Page 5
What Is Capture OnTheGo Capture OnTheGo is a solution that brings forms into the digital age. Good bye paper forms, hello e-forms. PlanetPress® or PReS® Connect creates these e-forms that you can download to your mobile device (iOS, Android or Windows 10). You can then add text, pictures, annotations, numbers, dates, signatures, as well as validate the forms, whether online or offline. It also lets you distribute and manage PDF documents, such as guides or disclaimers.
l l Since Capture OnTheGo can interact directly with your systems, there is no manual data entry. No one needs to enter the data collected by your people on the road. Capture OnTheGo sends the data, the pictures and the signatures right to your systems. Capture OnTheGo can also perform other tasks for you. It can automatically send copies of filled forms to your clients, for instance.
Capture OnTheGo Main Features Capture OnTheGo users can do the following: l l l Download PDF documents, such as user guides or data sheets. Download HTML forms that can be filled out directly on mobile devices. These forms can be blank, but in most cases they will contain information that needs to be completed or validated.
The Capture OnTheGo Architecture The Capture OnTheGo solution is composed of four separate parts: l l l l PlanetPress® or PReS® Connect in which you create the forms that will be sent to your mobile device. The DataMapper module lets you add data to your forms, and the Designer module uses a simple interface using wizards and drag and drop to create the forms themselves.
create and delete users and groups, as well as add and remove users to/from groups, as required. l Capture OnTheGo app users: These are the people on the front line. They download the forms, fill them out, typically on a portable intelligent device, such as a tablet, and then send the collected information back to the office via the internet.
The Design More often than not, the process of using Capture OnTheGo begins with the creation of a template containing various Capture OnTheGo and form widgets. The template can also contain data from external sources through the use of the DataMapper module. Template Creation The basics of creating a Capture OnTheGo template in the PlanetPress® or PReS® Connect Designer module goes as such: 1. Create a new Web Context, or a Web Template. 2. Add a new Form element. 3. Add a new COTG Form Element. 4.
To add a form element: l Make sure you are in a Web Context in the Designer module l Place your cursor where the form will begin l In the Menu, click Insert, Form Element, Form. l Fill in the form properties. l Don’t forget to add a Submit button! Previewing the template You can preview the template on your PC in two different ways. However, previewing is only to see the general styling of the template, as Capture OnTheGo form elements will not be functional unless they are sent to a device. 1.
l l l Title: The title that appears both on the Capture OnTheGo Server, as well as on the Capture OnTheGo mobile application. Defaults to the name of the template and the currently active section. Author: The name of the author or company. Description: The title that appears both on the Capture OnTheGo Server, as well as on the Capture OnTheGo application on the mobile device when looking at the document's details. 4. Click Finish to send the document.
5. Click the Send button to package the files.
The Workflow Although there are many possible scenarios, the standard Capture OnTheGo workflow generally goes as follows. Note that some of the steps listed below do not involve an exchange of information between Capture OnTheGo and PlanetPress® or PReS® Workflow. Those steps that do involve communication between Capture OnTheGo and PlanetPress® or PReS® Connect have been clearly identified. 1. A host system generates a data file. This file can contain data for a single client or for multiple clients.
with the received data. This may include simply storing the data, merging it with the appropriate document and printing the results, sending it to other systems, etc.
The Basic Processes Involved in the Capture OnTheGo Workflow PlanetPress® or PReS® Connect is an extremely flexible solution that lets you do almost anything you want with your data. So although the three basic processes explained below are required to enable a Capture OnTheGo solution, you may add as many plugins and processes as you like to customize a solution that perfectly suits your needs.
Adding and Configuring an Output to Capture OnTheGo Plugin When you add an Output to Capture OnTheGo plugin to a configuration, the corresponding dialog box is automatically displayed to let you configure the plugin. Note that, as always, you may enter variables in those boxes that have a maroon label. Repository Tab The Repository tab is where you enter the connection information necessary to create the link between OL Connect or PlanetPress and Capture OnTheGo.
Deposit Tab In the Deposit tab, you enter information regarding the document you are making available to Capture OnTheGo users. Document to Publish This is where you specify the document location and type. It is mandatory to enter valid information in all the boxes included in this group. l l USE URL: Enter a URL corresponding to the document location and name (note that the URL must begin with either HTTP: // or HTTPS: //).
l l Categories: Enter at least one valid Capture OnTheGo document category in this box. Capture OnTheGo documents are listed by categories (Reference, Delivery bills, Satisfaction Polls, for instance) on Capture OnTheGo app. These categories are typically managed via the Capture OnTheGo Repository Management page. Note that there cannot be any spaces before or after each category name and that the names are case insensitive. Click the button marked with a plus sign to add a category to this list box.
l l l l For: If you want the document to remain in the repository for a given number of days, select this option and enter the number of days in the corresponding box. If you leave the box empty or enter a value of 0, the document will not be removed from the repository based on this setting. Note that any positive number you enter will automatically be reflected in the Until box below.
The next part of the process checks whether the requested document can be found or not. If the requested document is less than one kilobyte in size, we assume it is nonexistent. When this is the case, a File Not Found document is created, sent to the requesting client, and then deleted from the server. If the requested document is more than one kilobyte in size, then we know it does exist. In the third part of our process, the document is actually sent to the requesting client.
Downloaded PDF documents can then be opened for viewing, and HTML documents can be used to collect information that can then be sent back for processing. For detailed information on how to use and configure the HTTP Server Input task to serve documents over the internet, refer to PlanetPress Workflow documentation. The Process that Receives Data from Capture OnTheGo Users HTML documents that were downloaded can be used to collect information.
For this to happen, we need one last process. This process also includes an HTTP Server Input task, but in this case, the task is used to reply to POST requests, rather than GET requests. When a Capture OnTheGo App user taps the Submit button, a POST request is sent to a PlanetPress HTTP Server. The server replies by collecting the information, which is passed down to other tasks. The process may include multiple branches and a large variety of tasks.
Using the Capture OnTheGo Server Console The Capture OnTheGo Server Console lets you manage individual users, groups, documents, as well as modify the look of the Capture OnTheGo App, as displayed on your user’s intelligent devices. The Console can be accessed using a browser. Credentials must be entered on the Login page to gain access to the Console’s Home page Once you have logged into the Capture OnTheGo Server Console, you land on the Console’s Home page.
The links at the top let you access the various functionalities offered by the Console. To log out or to change the current page language, click the links found in the lower right corner of the page. Managing Users The Users page of the Capture OnTheGo Server Console lets you add users, edit user profiles, as well as remove users.
Adding a User To add a new user, you must actually edit an “empty” user. An “empty” user is represented by an empty line, as can be seen at the bottom of the illustration above. 1. If there is no empty line, simply click the Add a User button to add one. To edit an “empty” user, click the Modify link. When you do this, the line changes appearance, as can be seen below. 2.
Changing a User 1. To change an existing user, click the Modify link to the left of the user’s information. When you do this, the line changes appearance, as can be seen below. 2. Edit the information, as required, in the First Name, Last Name, Email Address boxes. Note that the Password box is empty, but if you enter a new password, the user’s password will be changed. Check the appropriate groups (if the group you need is not displayed, refer to "Managing Groups" below).
Adding a Group To add a new group, you must actually edit an empty group. An empty group is represented by an empty line, as can be seen at the top of the illustration above. 1. If there is no empty line, simply click the Add a Group button to add one. To edit an empty group, click the Modify link. When you do this, the line changes appearance, as can be seen below. 2. Enter the relevant information in the Group Name box. 3. Click Save. If the information has been entered correctly, the new group is saved.
Viewing a Document’s Details To view a document’s details, simply click Details link to the left of the document’s information. When you do this, the line changes appearance, as can be seen below.
In the Document Details popup, click on the Edit button at the bottom-left to edit some parts of the document. Note that not all fields can be edited. Removing Documents To remove a single document, simply click the X sign found to the right of the document. To remove multiple documents, select them by clicking the check box to the left of the documents, and click Delete Selected Documents. A message box is displayed to ask for confirmation.
Using the Capture OnTheGo App To begin with, users must download the Capture OnTheGo App from a digital distribution platform, such as the Apple App Store, Google Play store or Windows Store. This app is free to download. Capture OnTheGo and the Capture OnTheGo App are the result of a partnership between Objectif Lune and Nu-book, each partner being responsible for part of the solution.
l The My Library button lets you see documents you have already downloaded. l The Document Display button re-opens the last opened document. l l The Repository button lets you see documents you have access to, but have not yet downloaded. The Settings button displays a settings screen that lets you change Capture OnTheGo App options. l The About button lets you view technical information about the app, such as its version.
Viewing a Downloaded document Documents which have been downloaded and which are still valid are displayed in your library. To open a downloaded document, simply go to your library and tap the document in question. It will be immediately displayed.
The Repository Search button lets you search through the documents available for you in the repository. The Category button lets you select how you want to view your documents (either altogether or listed by category – note that the currently selected option is displayed in the center of the toolbar). Finally, the Sort button lets you order the currently listed documents by author, date of publication or title.
from document specific functionalities (adding a picture to a picture box or a signature to a signature box, for instance, are document specific functionalities). Top Document Toolbar Note When displaying HTML pages, the TOC, Search and Browse controls are not available. l l l l l The Menu button displays the menu. The Table of contents button displays the document’s table of contents (not displayed if the document has no TOC).
Working with Capture OnTheGo Documents As explained in the "Capture OnTheGo Main Features" on page 8, Capture OnTheGo lets you do a number of document related tasks. To know how to open a document, refer to "Downloading or Viewing a Document from the Repository" on page 35. The list of things you can do with your documents, on the other hand, depends greatly of the document types. l l PDF documents are mostly static documents. You can search through them, add bookmarks, but that’s about it.
