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
l
After element: The element is inserted after the current element where the
cursor is located. For example if the cursor is within a paragraph, insertion
occurs after the <p> tag.
l
Get Job Data File: Defines the Workflow URL to be used when the Get Job Data
File on submit toolbar button is active. This simplifies the process of creating and
testing COTG Forms (see "Capture OnTheGo" on page550).
l
Workflow URL: The default URLis: http://127.0.0.1:8080/_
getSampleFormData_
The Web preferences also provides you with buttons to :
l Restore Defaults. This option restores the preferences to Defaults. This applies to the
current Preferences page only, but not other Preferences.
l
Apply: This option applies the settings made within the current Preferences page, but
does not close the Preferences dialog.
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Writing your own scripts
Personalization can be taken a lot further than just inserting names and addresses, and hiding
or showing text or images. Every bit of information in your communications can be made
entirely personal, using scripts.
A script is a small set of instructions to the program, written in JavaScript.
When Connect generates the actual output – letters, web pages or emails -, it opens a record
set and merges it with the template. It takes each record, one by one, and runs all scripts for it
(in a specific order, see "The script flow: when scripts run" on page874).
Any kind of personalization is done via scripts, but you don't have to write every script yourself.
In many situations you can use a Script Wizard, which will do that for you (see "Personalizing
content" on page770).
For a block of variable data, such as an address, the Text Script Wizard is a perfect fit.
Paragraphs can be made conditional with a Conditional Script Wizard.
For dynamic images, you can use the Dynamic Image Script Wizard.
In an Email context, you are provided with a number of Email Script Wizards to set the sender,
the recipients and the subject of the email.
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