2020.2
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 2020.2
- Setup And Configuration
- System and Hardware Considerations
- Installation and Activation
- Where to obtain the installers
- Installation prerequisites
- User accounts and security
- 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
- Upgrading
- Server Configuration Settings
- Known Issues
- Uninstalling
- General information
- OL Connect projects
- The DataMapper
- The Designer
- Designer basics
- Web
- Capture OnTheGo
- COTG Forms
- Creating a COTG Form
- Filling a COTG 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
- Using submitted COTG data in a template
- Capture OnTheGo API
- Content elements
- Snippets
- Styling and formatting
- Personalizing content
- Preferences
- General preferences
- Clean-up Service preferences
- DataMapper preferences
- Database Connection preferences
- Editing preferences
- Email preferences
- Emmet preferences
- Engines preferences
- Hardware for Digital Signing preferences
- Language preferences
- Logging preferences
- Parallel Processing preferences
- Print preferences
- Project Wizards preferences
- Save preferences
- Scripting preferences
- Servers preferences
- Web preferences
- Writing your own scripts
- Script types
- Creating a new Standard Script
- Writing a script
- Setting the scope of a script
- Managing scripts
- Testing scripts
- Optimizing scripts
- The script flow: when scripts run
- Selectors in Connect
- Loading a snippet via a script
- Loading content using a server's API
- Using scripts in Dynamic Tables
- Control Scripts
- Post Pagination Scripts
- Translating templates
- Designer User Interface
- Designer Script API
- Generating output
- Print output
- Email output
- Web output
- Generating Print output
- Generating Print output from the Designer
- Generating Print output from Workflow
- Print settings in a template
- Aborting content creation
- Print using standard print output settings
- Print Presets
- 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
- Optimizing a template
- Runtime parameters
- PlanetPress Connect Release Notes
- OL PlanetPress ConnectRelease Notes 2020.2.1
- License Update Required for Upgrade to Connect 2020.x
- Backup before Upgrading
- Overview
- OL Connect 2020.2.1 Enhancements
- OL Connect 2020.2 Enhancements
- Connect 2020.2 Designer Improvements
- Connect 2020.2 DataMapper Improvements
- Connect 2020.2 Output Improvements
- Workflow 2020.2 Improvements
- OL Connect Send Improvements
- Known Issues
- Previous Releases
- OL PlanetPress Connect Release Notes 2020.1
- License Update Required for Upgrade to Connect 2019.x
- Backup before Upgrading
- Overview
- OL Connect 2019.2 Enhancements
- Connect 2019.2 Designer Improvements
- Connect 2019.2 DataMapping Improvements
- Connect 2019.2 Output Improvements
- Workflow 2019.2 Improvements
- Known Issues
- License Update Required for Upgrade to Connect 2019.1
- Overview
- OL Connect 2019.1 Enhancements
- Connect 2019.1 Designer Updates
- Connect 2019.1 DataMapping Updates
- Connect 2019.1 Output updates
- Print Wizard and Preset Wizard Improvements
- Workflow 2019.1 Updates
- Known Issues
- Overview
- Connect 2018.2.1 Enhancements/Fixes
- Connect 2018.2 Enhancements
- Connect 2018.2 Designer Updates
- Connect 2018.2 DataMapping Updates
- Connect 2018.2 Server Enhancements
- Connect 2018.2 Output updates
- Print Wizard and Preset Wizard Improvements
- Workflow 2018.2 Updates
- Known Issues
- Overview
- Connect 2018.1.6 Enhancements/Fixes
- Connect 2018.1.5 Enhancements/Fixes
- Connect 2018.1.4 Enhancements/Fixes
- Connect 2018.1.3 Enhancements/Fixes
- Connect 2018.1.2 Enhancements/Fixes
- Connect 2018.1.1 Enhancements/Fixes
- Connect 2018.1 General Enhancements
- Connect 2018.1 Designer Enhancements/Fixes
- Connect 2018.1 DataMapping Enhancements/Fixes
- Connect 2018.1 Output Enhancements/Fixes
- Workflow 2018.1 Enhancements/Fixes
- Known Issues
- 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
- 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
- OL PlanetPress ConnectRelease Notes 2020.2.1
- Knowledge Base
- Legal Notices and Acknowledgements
Designing a template without sample data
Strictly speaking, you don't need sample data to design a template; the only thing you really
need in order to add variable data fields to a template is a Data Model.
You can open a Data Model without data by importing a Data Model file, a JSON file or a
Connect template file from within the Data Model pane, using the top-right icon: . The file's
data model structure will be displayed in the Data Model pane, but the data is not included.
You can also add fields and tables and set default values for fields in the Data Model pane; see
"Changing the Data Model" on page1043. This way you could even build a Data Model in the
Designer from scratch.
However, without sample data you won't be able to preview the template with actual data in the
Designer.
Tip
It isn't possible to enter values directly in the Data Model pane, but there is a workaround:
click the JSON Sample Data toolbar button on the Data Model pane. You will see a
JSON string that represents a single record based on the current Data Model, with
dummy values (like empty strings and zeros). Edit that JSON string and click OK to insert
the data in the Data Model.
Note
Generally, the best way to access data is by creating a data mapping configuration. With
a data mapping configuration you can, among other things:
l Use Workflow to automate the extraction of data from this kind of data file.
l Load transactional or structured data. If there are detail lines, transactions, or any
variable number of items to put into the template, you need a data mapping
configuration to extract them.
l Format, transform, conditionally include/exclude and enhance data from the source
file.
l Use other field types. When loaded from a file or database, all fields contain strings.
l Use the same data file with different templates, or use different kinds of data files
with the same template.
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