1.7
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 1.7.1
- Setup And Configuration
- System and Hardware Considerations
- Installation and Activation
- Where to Obtain the Installers
- Installation - important information
- Installation - How to guides
- Activation
- Installation Prerequisites
- User accounts and security
- The Importance of User Credentials on Installing and Running PlanetPress Connect
- Installing PlanetPress Connect on Machines without Internet Access
- Installation Wizard
- Running connect installer in Silent Mode
- Activating a License
- Migrating to a new workstation
- Information about PlanetPress Workflow 8
- Upgrading from PlanetPress Suite 7.6
- What do I gain by upgrading to PlanetPress Connect?
- Server Configuration Settings
- Uninstalling
- The DataMapper Module
- The Designer
- Basic Steps
- Web
- Capture OnTheGo
- Content elements
- Snippets
- Styling and formatting
- Personalizing Content
- Writing your own scripts
- Designer User Interface
- Script API
- Designer Scripts API
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Example
- Example
- Example
- Example
- Example
- Examples
- Creating a table of contents
- Example
- Examples
- Examples
- Examples
- Examples
- Replace elements with a snippet
- Replace elements with a set of snippets
- Example
- Example
- Control Script API
- Generating output
- Print output
- Email output
- Web output
- Optimizing a template
- Generating Print output
- Saving Printing options in Printing Presets.
- Connect Printing options that cannot be changed from within the Printer Wizard.
- Print Using Standard Print Output Settings
- Print Using Advanced Printer Wizard
- Adding print output models to the Print Wizard
- Splitting printing into more than one file
- Variables available in the Output
- Generating Fax output
- Generating Tags for Image Output
- Generating Email output
- Generating Web output
- General Information
- Release Notes
- Overview
- Connect 1.7.1 General Enhancements and Fixes
- Connect 1.7.1 Designer Enhancements and Fixes
- Connect 1.7.1 DataMapping Enhancements and Fixes
- Connect 1.7.1 Output Enhancements and Fixes
- Workflow 8.7 Enhancements and Fixes
- Known Issues
- Previous Releases
- Overview
- OL Connect Send
- Connect 1.6.1 General Enhancements and Fixes
- Connect 1.6.1 Designer Enhancements and Fixes
- Connect 1.6.1 DataMapping Enhancements and Fixes
- Connect 1.6.1 Output Enhancements and Fixes
- Connect Workflow 8.6 Enhancements and Fixes
- Known Issues
- Overview
- Connect 1.4.2 Enhancements and Fixes
- Connect 1.4.1 New Features and Enhancements
- Connect 1.4.1 Designer Enhancements and Fixes
- Connect 1.4.1 DataMapping Enhancements and Fixes
- Connect 1.4.1 Output Enhancements and Fixes
- Connect 8.4.1 Workflow Enhancements and Fixes
- Known Issues
- Legal Notices and Acknowledgments
1.
Use an Execute Data Mapping task or Retrieve Items task to create a record set. On the
General tab select Outputs records in Metadata.
2.
Add a value to a field in the Metadata using the Metadata Fields Management task.
Data added to the _vger_fld_ExtraData field on the Document level will appear in the
record's ExtraData field, once the records are updated from the Metadata (in the next
step).
Other fields have the same prefix: _vger_fld_.
3.
Update the record/s from the Metadata. There are several ways to do this. You could, for
example:
l
Use the Update Data Records plugin.
l
Add an Output task and check the option Update records with Metadata.
l
Select Metadata as the data source in the Create Preview PDF plugin.
Note
Many of these actions can also be performed using REST calls.
Please refer to PlanetPress Connect Workflow documentation for more information about the
plugins involved.
Fields
Extracted data are stored in fields in the Data Model (see "The Data Model" on page125).
Fields can be present on different levels: on the record level or in a detail table (see "Example "
on page170).
Fields always belong to an Extract step. They can be either location-based, meaning that they
read data from a certain location in the data source, or JavaScript-based.
Adding fields
Adding a location-based field
Generally fields are added to a Data Model by extracting data; see "Extracting data" on
page96. Fields in detail tables are created by extracting transactional data; see "Extracting
transactional data" on page101.
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