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
2.
Configure settings for the data source.
The data source can be a file (CSV, PDF, TXT, XML) or a particular database. Configure
how the data source is read by the DataMapper and create a record structure. See "Data
source settings" on page92.
3.
Build the data mapping workflow.
A data mapping workflow always starts with the Preprocessor step and ends with the
Postprocessor step. You can add as many steps as you like and edit the Data Model of
the extracted data as required. See "Data mapping workflow" on page90 and "The Data
Model" on page125.
What's next?
Use the data mapping configuration in the Designer module to create templates for
personalized customer communications. To learn more, see "The Designer" on page276.
In Workflow, a data mapping configuration can be used to merge extracted data with a template
created in the Designer module, to generate output in the form of print, email or a web page.
See Workflow and Connect tasks in Workflow.
Data mapping configurations
A data mapping configuration file contains the information necessary for data mapping: the
settings to read the source file (Delimiter and Boundary settings), the data mapping workflow
with its extraction instructions ('Steps'), the Data Model and any imported data samples.
Using a data mapping configuration
Data mapping configurations are meant to be used by the Execute Data Mapping task in
Connect Workflow processes, to extract data from a particular type of data file. Typically the
extracted data is then merged with a template to generate output in the form of print, email
and/or a web page. To make this happen, the data mapping configuration as well as the
template and any print presets have to be sent to Workflow; see "Sending files to Workflow" on
page282.
Data mapping configurations are used in the Designer to help add variable data fields and
personalization scripts to a template. In fact, only a Data Model would suffice (see
"Importing/exporting a Data Model" on page127). The advantage of a data mapping
configuration is that it contains the extracted records to merge with the template, which lets you
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