Capture OnTheGo Solution Guide Version 2021.1 Last Revision: 2021-12-08 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. 1994-2021. All rights reserved. No part of this documentation may be reproduced, transmitted or distributed outside of Objectif Lune 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 7 8 The Capture OnTheGo architecture 9 Managing a Capture OnTheGo Solution Software Licenses How it works 10 10 11 12 Communication processes Template design 13 15 The basic processes involved in the Capture OnTheGo Workflow 17 The process that publishes a Document Configuring an Output to Capture OnTheGo Plugin The process that replies to document request
Connect to localhost with COTG on Windows 10 Data protection iOS Android Windows 41 42 42 43 43 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.
What Capture OnTheGo can do for you l Bring information gathering to unheard of levels of efficiency. l l l l l Since your people on the road can access forms remotely, they don’t have to go back to the office when they don’t have the right form. They just download it. They need to send visual confirmations? They can simply take pictures on-site that are added directly within the forms. You need signatures for legal reasons, they are added to the form as well.
The Capture OnTheGo App's main features Capture OnTheGo App 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 lets you add data to your forms, and the Designer uses a simple interface using wizards and drag and drop to create the forms themselves.
Managing a Capture OnTheGo Solution The following people are involved in the management and use of a Capture OnTheGo solution: l l l l Host system specialists: Typically, the forms your Capture OnTheGo users receive include variable data. This data usually comes from existing host systems. Host system specialists are responsible for generating the data files.
Licenses Capture OnTheGo requires the following licenses: l l A PlanetPress® or PReS® Connect license. A Capture OnTheGo Repository license. License pricing varies based on the number of users.
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.
present in the same process or in other processes, based on whatever needs to be done 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. Capture OnTheGo processes and tasks Communication processes The following schema depicts the components in a COTG solution and the communication processes between them.
a. The Designer's 'Send COTG Test' feature allows to test forms without a Workflow process. b. Form templates are created in the Designer and need to be sent to Workflow. c. Workflow sends tickets (document metadata) to the COTG Server. d. The COTG Server sends document metadata for the logged in user to the COTG App. e. When requested by the COTG App, Workflow sends it the actual document (usually a form). f. After a form has been submitted, the entered data are sent to Workflow.
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.
a template can be used repeatedly to generate a form. There is no difference, however, in the way they are designed, except that templates should not contain pre-filled personal data fields. 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 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.
The process that publishes a Document As explained, this process is not necessarily the first process in your complete Workflow configuration. Depending on your specific needs, your data or business processes may require pre-treatment, and this may be done easier using other processes. But a process like the one presented below must be included in your Workflow configuration.
The Output to Capture OnTheGo plugin is on the Connectors tab in Workflow. When you add the plugin to a Workflow process, the corresponding dialog box is automatically displayed to let you configure the plugin (see below). Note that you may enter variables in those boxes that have a maroon label. The Create Web Content task and the Execute Data Mapping task are found on the OL Connect tab in Workflow. You may, of course, add other plugins and conditions to this process as required.
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 Repository ID: Enter a valid Capture OnTheGo Server user name (mandatory). Password: Enter the password (mandatory) that corresponds to the Repository 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 App 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 Capture OnTheGo App, the Input task authenticates download requests, using the authentication key of the Capture OnTheGo 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)).
Sending the document If the requested document is more than zero kilobytes in size, then we know it does exist. In the third part of our process, the document is actually sent to the requesting client. The document is first loaded, renamed to the original name included in the request (the full path is reduced to the file name), and sent to the client. Finally, the document is deleted from the server.
The process that receives data from Capture OnTheGo App 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.
Since this part of the processing is handled by PlanetPress or PreS Workflow, you can use its renowned feature set to do virtually anything. Deleting a submitted form In order to make the COTG app delete the form from the device's library upon successful transmission of the data, the Workflow process must return status code 291: 1.
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.
3. Click Save. If all the information has been entered correctly, the new user information is saved. Note that once the new user has been added, you must click the Activate option. Otherwise the user will not have access to Capture OnTheGo. 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.
Managing Groups The User Groups page of the Capture OnTheGo Server Console lets you add, edit and remove groups. 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.
2. Edit the information in the Group Name box, as required. 3. Click Save. If the information has been entered correctly, the group is saved. Removing a Group To remove a group, simply click the X sign found to the right of the group’s information. A message box is displayed to ask for confirmation. Note that any user that was associated with this group will no longer be associated with it.
Managing Documents The Documents page of the Capture OnTheGo Server Console lets you view document details and remove documents. 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.
Changing the look of the Capture OnTheGo App The Capture OnTheGo Server Console lets you use a personalized logo at the top of the Capture OnTheGo App. There are basically two recommended sizes: l 1536 by 286 pixels: the best size if the app is to be used on a phone type device. l 2048 by 286 pixels: the best size if the app is to be used on a tablet type device. To select a new logo, simply click the Browse button, select the desired logo file and click OK.
Using the Capture OnTheGo App To begin with, users must download the Capture OnTheGo (COTG) 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 Simply locate and open Capture OnTheGo on your device l Click “My Library” l Select “User Guide”.
l You can also have this guide printed or emailed using the Share button located on the toolbar Note Make a short tap to activate the toolbar and press the Share button Page 40
System requirements Capture OnTheGo - version 2021.1 - requires iOS 11 or higher on Apple devices, Android OS 5.0 or higher on any Android device and Windows 10. Ports used Which port is used by the app depends on which server it is connecting to. (See "How it works" on page 12 for an explanation.) l l l The COTG app uses port 443 when connecting to NuBook's Capture OnTheGo server to get access to the tickets (document metadata). The COTG Server URL is https://svcus.tureonth.com/WS/depot.ws.
Semi-automated procedure I. Download this zip-file: Win10_COTG_localhost.zip. II. Unzip the file in a folder somewhere on your machine; this will extract two files to that folder, a script and a batch file. III. Right-click on the FixCOTGLocalHost.bat file and select Run As Administrator. IV. If all goes well, you will get a confirmation that the procedure worked as expected. Manual procedure 1. Open Regedit and navigate to HKEY_CURRENT_USER\Software\Classes\Local Settings\Software\Microsoft\Windows\Current
l HTML and PDF documents l Document metadata and thumbnails l l User data collected in the HTML forms (text, signatures, GPS coordinates, recordings, etc.) PDF page pre-rendering and page thumbnails. There is no global setting or app preference to adjust, but a passcode must be used on the device. A strong password increases the security level. On recent iPad and iPhone models, finger print recognition can be used to quickly unlock the device.
