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
Note
For optimization purposes, it is better to add data to an existing Extract step
than to have a succession of extraction steps. To do that, select that step on
the Steps pane first; then right-click on the selected data and choose Add
Extract Field.
l
Alternatively, drag & drop the selected fields into the Data Model pane.
Tip
In a PDF or Text file, use the Drag icon to drag selected data into the
Data Model.
With this method, a new Extract step will only be added to the extraction workflow
when no Extract step already present on the Steps pane. Otherwise the field/s will
be added to the selected Extract step or to the one that was last added.
Dragging data into an existing field in the Data Model will replace the data. The
field name stays the same.
Drop data on empty fields or on the record itself to add new fields.
Special conditions
The Extract step may need to be combined with another type of step to get the desired result.
l
Data can be extracted conditionally with a Condition step or Multiple Conditions step;
see "Condition step" on page120 or "Multiple Conditions step" on page122.
l Normally the same extraction workflow is automatically applied to all records in the
source data. It is however possible to skip records entirely or partially, using an Action
step. Add an Action step in a branch under a Condition step or Multiple Conditions step
(see "Action step" on page123) and set the type of action to Stop Processing Record
(see "Text and PDF Files" on page202).
l
To extract transactional data, the Extract step must be placed inside a Repeat step. See
"Extracting transactional data" on page101.
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