7.1
Table Of Contents
- Copyright Information
- Table of Contents
- Overview
- Getting Started
- Understanding PlanetPress Suite Workflow Tools
- The Nature of PlanetPress Suite Workflow Tools
- The Three Flavors of the PlanetPress Suite Workflow Tools
- Terms and Definitions
- About Configurations
- About Processes
- About Subprocesses
- About Tasks
- About Branches and Conditions
- About Data
- About Data Selections
- About Data Emulation
- About Related Programs and Services
- About Documents
- About Printing
- The PlanetPress Suite Workflow Tools Configuration Program
- Start the PlanetPress Suite Workflow Tools Configuration Program
- The PlanetPress Suite Button
- Create a New Configuration
- Open a PlanetPress Suite Configuration File
- Saving and Sending a Configuration
- Save your Configuration
- Send your Configuration
- Import Processes from Another Configuration File
- Import Documents
- Import PrintShop Mail Documents
- Change the Interface Language
- Exit the PlanetPress Suite Workflow Tools Configuration Program
- The Quick Access Toolbar
- The PlanetPress Suite Ribbon
- The Configuration Components Pane
- Using the Clipboard and Drag & Drop
- Add a PlanetPress Suite Process
- Activate or Deactivate a Process
- Access Process Properties
- View Document Properties
- Convert a Branch to a Subprocess
- Add Resident Documents in the Configuration Components Pane
- Associate Documents and PlanetPress Watch Printer Queues
- Rename Objects in the Configuration Components Pane
- Reorder Objects in the Configuration Components Pane
- Grouping Configuration Components
- Expand and Collapse Categories and Groups in the Configuration Components Pane
- Delete Objects and Groups from the Configuration Components Pane
- The Process Area
- Zoom In or Out within Process Area
- Adding Tasks
- Adding Branches
- Edit a Task
- Replacing Tasks, Conditions or Branches
- Remove Tasks or Branches
- Task Properties Dialog
- Cutting, Copying and Pasting Tasks and Branches
- Moving a Task or Branch Using Drag-and-Drop
- Ignoring Tasks and Branches
- Resize Rows and Columns of the Process Area
- Selecting Documents in Tasks
- Highlight a Task or Branch
- Undo a Command
- Redo a Command
- The Plug-in Bar
- The Object Inspector Pane
- The Debug Information Pane
- The Message Area Pane
- Customizing the Program Window
- Preferences
- General User Options
- Object Inspector User Options
- Configuration Components Pane User Options
- Default Configuration User Options
- Notification Messages Preferences
- Sample Data User Options
- Network User Options
- Logging User Options
- Messenger User Options
- HTTP Server Input User Options
- LPD Input Preferences
- Serial Input Service User Options
- Telnet Input User Options
- PlanetPress Fax User Options
- FTP Output Service User Options
- PlanetPress Image User Options
- LPR Output User Options
- PrintShop Web Connect Service User Options
- Editor Options
- Advanced SQL Statement dialog
- PlanetPress Suite Access Manager
- Add or Delete Document Instances
- Virtual Drive Manager
- Working With Variables
- Data in PlanetPress Suite Workflow Tools
- Task Properties Reference
- Input Tasks
- Initial and Secondary Input Tasks
- Create File Input Task Properties
- Folder Capture Input Task Properties
- Folder Listing Input Task Properties
- Concatenate PDF Files Input Task Properties
- Email Input Task Properties
- Error Bin Input Task Properties
- FTP Input Task Properties
- HTTP Client Input Task Properties
- WinQueue Input Task Properties
- HTTP Server Input Task Properties
- LPD Input Task Properties
- Serial Input Task Properties
- PrintShop Web Connect Input Task Properties
- Telnet Input Task Properties
- SOAP Input Task Properties
- Action Tasks
- Add Document Action Properties
- Add/Remove Text Action Properties
- Search and Replace Action Task Properties
- Advanced Search and Replace Action Task Properties
- Create PDF Action Task Properties
- Digital Action Task Properties
- Decompress Action Task Properties
- Change Emulation Action Task Properties
- External Program Action Task Properties
- Download to Printer Action Task Properties
- Load External File Action Properties
- Rename Action Task Property
- Set Job Infos and Variables Action Task Properties
- Windows Print Converter Action Task Properties
- Standard Filter Action Task Properties
- Translator Action Task Properties
- PlanetPress Database Action Task Properties
- XSLT Editor Action Task Properties
- Send Images to Printer Action Task Properties
- Send to Folder Action Task Properties
- Run Script Action Task Properties
- Microsoft® Word® To PDF Action Task Properties
- Create MRDX Action Task Properties
- PrintShop Mail Action Task Properties
- Process Logic Tasks
- Branch Properties
- Comment Properties
- Conditions
- File Name Condition Properties
- File Size Condition Properties
- SNMP Condition Properties
- Text Condition Properties
- Time of Day Condition
- Splitters
- About Using Emulations with Splitters
- Database Splitter Action Task Properties
- Emulated Data Splitter Action Task Properties
- In-Stream Splitter Action Task Properties
- PDF Splitter Action Task Properties
- XML Splitter Action Task Properties
- Generic Splitter Action Task Properties
- Loop Action Task Properties
- Send to Process Task Properties
- Metadata Tasks
- Barcode Scan Action Task Properties
- Create Metadata Action Task Properties
- Embed/Extract PlanetPress Suite Metadata
- Lookup in Microsoft® Excel® Documents Action Task Properties
- Metadata Fields Management Task Properties
- Metadata Filter Action Task Properties
- Metadata Level Creation Action Task Properties
- Metadata Sequencer Action Task Properties
- Metadata Sorter Task Properties
- Metadata-Based N-Up Task Properties
- Rule Interface
- Output Tasks
- Delete Output Task Properties
- FTP Output Task Properties
- Laserfiche Repository Output Task Properties
- Printer Queue Output Task Properties
- Print Using a Windows Driver Output Task Properties
- SOAP Client Task Properties
- Send Email Output Task Properties
- Send to Folder Output Task Properties
- About PlanetPress Fax
- PlanetPress Fax Output Task Properties
- About PlanetPress Image
- PlanetPress Image Output Task Properties
- Overview of the PDF/A and PDF/X Standards
- Variable Properties
- Unknown Tasks
- Masks
- Input Tasks
- Printer Queues and Documents
- PlanetPress Suite Workflow Tools Printer Queues
- Printer Queue Advanced Properties
- Windows Output Printer Queue Properties
- LPR Output Printer Queue Properties
- FTP Output Printer Queue Properties
- Send to Folder Printer Queue Properties
- PlanetPress Suite Workflow Tools and PlanetPress Design Documents
- Variable Content Document File Formats: PTZ, PTK and PS
- PlanetPress Suite Workflow Tools and Printshop Mail Documents
- Load Balancing
- Location of Documents and Resources
- Debugging PlanetPress Suite Processes
- Error Handling
- Using Scripts
- Index
l Password:The password for the above username.
l Test Connection:Click to verify that the information entered in this tab is correct and the server accepts it.
On Error Tab
The On Error Tab is common to all tasks. Details can be found on "Task Properties Dialog" (page 51).
Restrictions
l Each Laserfiche repository output task uses a connection to Laserfiche. You can use as many Laserfiche repository out-
put tasks at the same time as your Laserfiche license allows. If you see the error message ‘The session number was
exceeded’ in the PlanetPress Suite Service Console, it means you have exceeded your allowed number of connections.
l To use the “Use PlanetPress PDF/A archives”option,make sureto:
l Check the field as Multiple, select CHAR type and enter the width fields in Laserfiche administration console as
long as your PlanetPress fields.
l Insert a folder path to your PDI source files in the PlanetPress Image archive folder.
l If a field is checked as Required in Laserfiche administration console, fill the field value.
l If you want to assign an Informational Tag, do not check the Security tag option in the Laserfiche administration
console.
l If the output repository folder does not have access rights to read and create documents, the task will not be able to
export documents to the selected Laserfiche folder.
l If you intend to use PDI for number type, your decimal separator in both your Regional and Language Options and in
PlanetPress Index (PDI) numbers should be a dot (".").
l The Laserfiche output task will only work if an activated PlanetPress Imaging is found, either locally or on
the network.
LaserFiche Repository Output Task - Configure Templates
A Laserfiche template consists of a collection of template fields. Template information can include words, numbers, dates and
times, Laserfiche variables as well as any available PlanetPress Suite Workflow Tools variables. Template information makes
documents easier to find.
Configure Template
l Template: Select from a list of templates imported from Laserfiche.
l Fields: Set to configure the fields on a by-template basis. The available fields depend on the selected template. See
below for available data types for Laserfiche template fields.
l The button on the right side of each field allows to select Laserfiche variables, or to choose “Use PlanetPress
Index file (PDI)”.
l Use PlanetPress Index file (PDI):This optionmeans that the correspondingfield (Document) is
multiple and the field type is: CHAR, Integer, Long Integer or Number on the Laserfiche server. If this
field name is also found in a PlanetPress Suite index file (.pdi), selecting “Use PlanetPress Index file
(PDI)”will get all the values from the PDI to be pushed into Laserfiche as indexes for the published file.
l If “Use PlanetPress Index file (PDI)” is disabled, the corresponding field is not configured to be multiple
on the Laserfiche server. Users should check the multiple option on the Laserfiche server in order to use
the PlanetPress index fields.
l Alternatively, right-clicking inside the field allows to selecta PlanetPress Suite Workflow Tools variable. Note:
The most important property of a template field is the type of data that it will contain. For example, if the field
name is of type Date, you can use a Month Calendar to select the date and use only available Laserfiche var-
iables.
Laserfiche available data types:
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