User Guide Version: 1.6.
User Guide Version 1.6.1 Last Revision: 2017-04-12 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. 1994-2017. 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 The Capture OnTheGo App's Main Features 6 8 The Capture OnTheGo Architecture 9 Managing a Capture OnTheGo Solution Software Licenses Template Design 9 10 10 11 How it works 13 The Basic Processes Involved in the Capture OnTheGo Workflow 15 The process that publishes a document Configuring an Output to Capture OnTheGo Plugin Repository Tab Deposit Tab Advanced Tab The process that replies to docu
System Requirements The Main Menu Your Library Viewing a Downloaded document Reordering Documents in your Library Deleting Downloaded documents Your Repository Downloading a Document Working with Capture OnTheGo Documents General Document Options Top Document Toolbar Bottom Document Toolbar 31 31 32 33 33 33 33 34 34 35 35 36 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.
The Capture OnTheGo App's 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.
l l Capture OnTheGo repository manager: To use Capture OnTheGo, you need to use a Capture OnTheGo virtual repository, for which you require a license. Note that the number of users that can have access to a given repository is limited. The repository manager can create and delete users and groups, as well as add and remove users to/from groups, as required. Capture OnTheGo app users: These are the people on the front line.
Template Design More often than not, the process of using Capture OnTheGo begins with the creation of a form with various Capture OnTheGo and form widgets. The form can also contain data from external sources through the use of the DataMapper module. Capture OnTheGo templates can be created in the PlanetPress® or PReS® Connect Designer module. Basically, a Capture OnTheGo form is a web form.
One of a web form's properties is its action, which is the URL where the form data is sent when the form is filled out and submitted. The URL of a COTG form should correspond to a process in PlanetPress® or PReS® Workflow, as explained in the Workflow section (see "The Basic Processes Involved in the Capture OnTheGo Workflow" on page 15). Once a form is finished it has to be sent to the Workflow tool from the Designer module, for use in Workflow configurations.
How it works 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 the Capture OnTheGo app and PlanetPress® or PReS® Workflow. Those steps that do involve communication between PlanetPress® or PReS® Connect and the App or the Capture OnTheGo Server have been clearly identified. 1. A host system generates a data file.
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 in this section 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.
This process watches a certain folder. When a file enters that folder, a data mapping is performed on it. Then an HTML file is created and saved to another folder. The Output to Capture OnTheGo plugin sends a ticket (not the actual HTML file) to the Capture OnTheGo Server, so that when the intended user logs in, the name of the HTML file will appear in the App's Repository, signaling to the user that the file is available for download.
Configuring an Output to Capture OnTheGo Plugin 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. l l l Store ID: Enter a valid Capture OnTheGo Server user name (mandatory). Password: Enter the password (mandatory) that corresponds to the Store ID entered above. Show password: Check this box if you want to see the password you type in the Password box.
l Title: Enter the document name that Capture OnTheGo users will see on their device. Choose a name that will let users clearly identify the document. l Author(s): Enter a name identifying the document’s creator(s). l Description: Enter a description helping users identify the document. l Metadata: This group lets you determine which Capture OnTheGo users can see the document and where they will see it.
l l l Auto-Download: This option determines whether the document is to be automatically downloaded to the users’ devices (documents that are not automatically downloaded are first listed on users’ devices – users must then tap the download button, if they want to have the document on their device). You may enter ‘Yes’, ‘No’, or a variable.
again. A template will only be deleted from the app's template library after the number of days set in Days to keep each instance. The process that replies to document requests from Capture OnTheGo users The previous process informed the Capture OnTheGo Server that a new document was now available. So Capture OnTheGo App users that have access to this document can now see it and download it from a PlanetPress HTTP Server or a regular Web server.
Note: To make sure that documents are served only to users of the COTG app, the Input task authenticates download requests, using the authentication key of the COTG repository. This key can be found in the Parameters section of the COTG Web Administration Panel. Enter the key in the HTTP Server Input 2 User Options in the Workflow preferences (see HTTP Server Input 2 User Options (PreS) or HTTP Server Input 2 User Options (PlanetPress)).
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. The Process that Receives Data from Capture OnTheGo Users HTML documents that were downloaded can be used to collect information. This information can be extremely varied, ranging from a simple signature confirming the reception of a parcel, to a complete report including numbers, notes, pictures, etc.
to a PlanetPress or PreS 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. Some or all of the collected information may be used, as required, in a variety of ways. l l l It may be passed on to other systems. It may be merged with the same form used by the Capture OnTheGo App user, or with a different one, and then used to generate a PDF for archiving.
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: go to https://configus.captureonthego.com. 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 NuBook, each partner being responsible for part of the solution.
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. l The Logout button lets you log out and forget your current authentication. Your Library The Capture OnTheGo App lets you open documents listed in your library. It also lets you reorder or delete them, as desired.
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.
Downloading a Document Documents that are set to be automatically downloaded find their way to your Library automatically. But you must manually download every other document to which you have access. To download or open a document from the Repository, simply find it and tap it. l l If it has already been downloaded, document information will be displayed and a red Read button will appear. Simply tap this button to view the document.
General Document Options When you are looking at an HTML or PDF document, touching the screen for a second will bring up the document toolbar. This toolbar offers various general options. These are different from document specific functionalities (such as adding a picture to a picture box or a signature to a signature box, for instance). Note that not all of the document functions available to Capture OnTheGo App users are covered here. For more information, refer to the Capture OnTheGo App User Guide.
Bottom Document Toolbar The second document toolbar, located at the bottom of the screen, contains the navigate slider with which you move through the currently displayed PDF document.
