1.8
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 1.8
- 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 6/7
- What do I gain by upgrading to PlanetPress Connect?
- Known Issues
- Issues with Microsoft Edge browser
- Worklfow - Execute Data Mapping - Issues with mutliple PDFs
- Installation Paths with Multi-Byte Characters
- Switching Languages
- GoDaddy Certificates
- MySQL Compatibility
- PostScript Print Presets
- Available Printer Models
- External Resources in Connect
- Using Capture After Installing Workflow 8
- Capturing Spool Files After Installing Workflow 8
- Colour Model in Stylesheets
- Image Preview in Designer
- Merge\Weaver Engines when Printing
- REST Calls for Remote Services
- Print Content and Email Content in PlanetPress Workflow
- Print Limitations when the Output Server is located on a different machine
- VIPP Output
- Server Configuration Settings
- Uninstalling
- General information
- The DataMapper Module
- DataMapper basics
- Data mapping configurations
- Data mapping workflow
- The Data Model
- DataMapper User Interface
- Keyboard shortcuts
- Menus
- Panes
- Example
- Settings for location-based fields in a Text file
- Settings for location-based fields in a PDF File
- Settings for location-based fields in CSV and Database files
- Settings for location-based fields in an XML File
- Text and PDF Files
- CSV and Database Files
- XML File
- Text and PDF Files
- CSV and Database Files
- XML Files
- Left operand, Right operand
- Condition
- Operators
- Text file
- PDF File
- CSV File
- XML File
- JavaScript
- Toolbar
- Welcome Screen
- DataMapper Scripts API
- The Designer
- Designer basics
- Web
- Capture OnTheGo
- COTG Forms
- Creating a COTG Form
- Filling a COTG template
- Testing the template
- Sending the template to the Workflow tool
- Using COTG data in a template
- Designing a COTG Template
- Capture OnTheGo template wizards
- Using Foundation
- COTG Elements
- Using COTG Elements
- Testing a Capture OnTheGo Template
- Using the COTG plugin: cotg-2.0.0.js
- Dynamically adding COTG widgets
- Saving and restoring custom data and widgets
- Capture OnTheGo API
- Content elements
- Snippets
- Styling and formatting
- Personalizing Content
- Writing your own scripts
- Designer User Interface
- Designer Script API
- Designer Script 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
- Creating a Date object from a string
- Control Script API
- Examples
- Generating output
- Print output
- Email output
- Web output
- Optimizing a template
- Generating Print output
- Saving Printing options in Print 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
- Print output variables
- Generating Fax output
- Generating Tags for Image Output
- Generating Email output
- Generating Web output
- Overview
- Connect 1.8 General Enhancements and Fixes
- Connect 1.8 Performance Related Enhancements and Fixes
- Connect 1.8 Designer Enhancements and Fixes
- Connect 1.8 DataMapping Enhancements and Fixes
- Connect 1.8 Output Enhancements and Fixes
- Capture OnTheGo (COTG) Enhancements and Fixes
- Workflow 8.8 Enhancements and Fixes
- Known Issues
- Previous Releases
- 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
- 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 1.5 Designer Enhancements and Fixes
- Connect 1.5 DataMapping Enhancements and Fixes
- Connect 1.5 Output Enhancements and Fixes
- Connect 1.5 General Enhancements and Fixes
- Connect 8.5 Workflow 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 Acknowledgements
Using the Data Model
The Data Model is what enables you to create personalized templates in the Designer module.
You can drag & drop fields from the Data Model into the template that you are creating (see
"Variable Data" on page604). For this, you have to have a template and a data mapping
configuration open at the same time, or import a Data Model (see "Importing/exporting a Data
Model" on the previous page).
The Data Model is reusable, meaning that it can be shared amongst different template layouts
and output types.
Different data mapping configurations could use the same Data Model, allowing a template to
be populated with data from different sources and formats, without the need to modify the
template (see "Importing/exporting a Data Model" on the previous page).
In Workflow, when a data mapping configuration is used to extract data from a data source
(see "Data mapping configurations" on page101), the extracted data is stored in a record set
that is structured according to the Data Model.
About adding fields and data via Workflow
The Data Model is not extensible outside of the DataMapper. When it is used in Workflow - as
part of a data mapping configuration - the contents of its fields can be updated but not its
structure.
There are a number of instances however, where fields may need to be added to the data
model after the initial data mapping operation has been performed. For instance, you might
need to add a cleansed postal address next to the original address, or retrieve a value from a
database and add it to the record.
ExtraData field
You an add empty fields in advance to provide space in the Data Model for Workflow to store
data. For convenience, one field called ExtraData is automatically created at every level of
each data record. That means the record itself gets an ExtraData field, and each detail table
also gets one.
By default the field is not visible in the DataMapper's Data Model, because it is not meant to be
filled via an extraction. It can be made visible using the Show ExtraData Field icon at the top of
the Data Model.
Workflow process
Data can be added to the Data Model in a PlanetPress Connect Workflow process as follows:
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