2021.2
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 2021.2
- 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
- DataMapper basics
- Data mapping configurations
- Creating a new data mapping configuration
- Opening a data mapping configuration
- Saving a data mapping configuration
- Down-saving a data mapping configuration
- Using the wizard for CSV and Excel files
- Using the wizard for databases
- Using the wizard for JSON files
- Using the wizard for PDF/VT or AFP files
- Using the wizard for XML files
- Advanced PCL to PDF options
- Data mapping workflow
- The Data Model
- DataMapper User Interface
- DataMapper Scripts API
- The Designer
- Designer basics
- Web
- Capture OnTheGo
- COTG Forms
- Creating a COTG Form
- Filling a COTG template
- Sending the template to the Workflow tool
- Receiving and extracting data from a COTG Form
- 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
- 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
- Functions and fields
- Example
- Functions and fields
- html()
- margins
- front, back
- 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 Connect Release Notes 2021.2.1
- License Update Required for Upgrade to OL Connect 2021.x
- Backup before Upgrading
- Overview
- OL Connect 2021.2.1 Improvements
- OL Connect 2021.2 Designer Improvements
- OL Connect 2021.2 DataMapper Improvements
- OL Connect 2021.2 Output Improvements
- Workflow 2021.2 Improvements
- OL Connect 2021.2 Improvements
- Known Issues
- Previous Releases
- OL PlanetPress Connect Release Notes 2021.1
- OL PlanetPress ConnectRelease Notes 2020.2.1
- OL PlanetPress Connect Release Notes 2020.1
- OL PlanetPress Connect Release Notes 2019.2
- OL PlanetPress Connect Release Notes 2019.1
- PlanetPress Connect Release Notes 2018.2.1
- PlanetPress Connect Release Notes 2018.1.6
- PlanetPress Connect Release Notes 1.8
- PlanetPress Connect Release Notes 1.7.1
- PlanetPress Connect Release Notes 1.6.1
- PlanetPress Connect Release Notes 1.5
- PlanetPress Connect Release Notes 1.4.2
- 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 Connect Release Notes 2021.2.1
- Knowledge Base
- Legal Notices and Acknowledgements
l The subject. You can change and personalize the subject later, see "Email header
settings" on page531.
l The text for the header. The header is the colored part at the top. The text can be edited
later.
l The color of the header and the color of the button. Click the small colored square, right
next to the field that holds the default color value, to open the Color dialog and pick a
color (see "Color Picker" on page960). The color can be changed later; see "Colors" on
page779.
l The web address where the recipient of the email will be taken after clicking the button in
the email. Type the URL in the Link field.
In addition, for an Invoice email you can change the following content settings:
l Show Welcome Message. Check this option to insert a salutation and one paragraph
with dummy text in the email.
l Detail Table Name. Type the name of a detail table to fill the lines of the invoice with
data. In the Designer, a detail table is a field in the Data Model that contains a variable
number of items (usually transactional data).
Email context
In the Designer the Email context is the folder that contains Email templates. From the Email
context, output can be generated in the form of email (see below).
When an Email template is created (see "Creating an Email template with a Wizard" on
page521) or when an Email context is added to a template (see "Adding a context" on
page469) the following happens:
l The Email context is created and one Email section is added to it. You can see this on
the Resources pane: expand the Contexts folder, and then expand the Email folder.
See "Email templates" on page527 to learn how to fill an Email section.
Although only one email can be sent per record when generating Email output, the Email
context can contain multiple sections. One Email section is created at the start, but you
can add more; see "Adding an Email template" on page528 and "Importing an Email
template" on page529.
l A style sheet, named context_htmlemail_styles.css, is added to the template. Depending
on which Template Wizard was used to create the template, another style sheet can be
added as well. Style sheets are located in the folder Stylesheets on the Resources
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