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
creates. You can install multiple instances of the PlanetPress Image service on your network, and have PlanetPress
Suite Workflow Tools send jobs to one or more of these instances. Each instance of PlanetPress Image can generate
PDFs or images and dispatch them from the host on which it runs. See "About PlanetPress Image" (page 169).
l PlanetPress Fax: Outputs jobs as faxes. You use PlanetPress Fax as an interface to WinFax PRO or Windows Fax, to
send faxes you create from documents. You can install multiple instances of the PlanetPress Fax service on your net-
work, and have PlanetPress Suite Workflow Tools send jobs to one or more of these instances. Each instance of Plan-
etPress Fax can generate faxes and dispatch them from the host on which it runs, using a local faxing program, such as
WinFax PRO, Captaris RightFax or Windows Fax. See "About PlanetPress Fax" (page 167).
l PrintShop Mail:Used to generate documents using PrintShop Mail databases and documents. Communicate with it
through the PrintShop Mail and PrintShop Mail 7 Connector Tasks. See "PrintShop Mail Action Task Properties" (page
125).
l Laserfiche:Used as a repository for electronic documents. Communicate with it through the Laserfiche Repository
Output Task. See "Laserfiche Repository Output Task Properties" (page 158).
Services must use an account to be granted the permission to use the system’s resources and objects. This information is
included in the service's configuration and most services use the Local System Account, which is granted access to all the
system’s resources. All input and output services used by PlanetPress Suite Workflow Tools run under the same account. For
more information on services and system permissions, refer to Windows documentation. For more information on how to con-
figure the account used by the services, see "PlanetPress Suite Workflow Tools Service Logon" (page 19).
The PlanetPress Suite Service Console, included in the PlanetPress Suite Workflow Tools Configuration program, can be used
to monitor, start and stop PlanetPress Suite Workflow Tools services (see "About Processes" (page 23), "Users and Con-
figurations" (page n) and "View Runtime Information via the PlanetPress Suite Service Console" (page 190)).
About Documents
A Document is a file sent to the PlanetPress Workflow Tools by PlanetPress Design and is used to produce an output when
merged with data. ADocument can be an invoice, a report, a receipt or anything else, but by itself it is empty and without any
variable data.
Document are typically selected in Output Tasks, but can also appear in other tasks that produce formatted data such as the
Digital Action task and the Add Document task.
Documents contain static data such as logos, addresses and graphic formatting, as well as placeholders for data. Documents
can also contain conditions and programming logic. For more information about PlanetPress Design documents, please see the
PlanetPress Design User Guide.
About Printing
To print a document using the PlanetPress Suite Workflow Tools, you can either use the Print using a Windows Driver output
task, or use a combination of a printer queue and a Printer Queue output task. These tasks are created and defined using Plan-
etPress Suite Workflow Tool Configuration program.
The following types of printer outputs are available in the PlanetPress Suite Workflow Tools Configuration program:
l Local printing:
l Windows output queues let you send jobs to a local printer. See "Windows Output Printer Queue Properties"
(page 180).
Understanding PlanetPress Suite Workflow Tools
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