7.2
Table Of Contents
- Copyright Information
- Table of Content
- 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
- Add a PlanetPress Suite Process
- Manipulate Local Variables
- Activate or Deactivate a Process
- Convert a Branch to a Subprocess
- Manipulate Global Variables
- Access Process Properties
- View Document Properties
- Add Resident Documents in the Configuration Components Pane
- Associate Documents and PlanetPress Watch Printer Queues
- Using the Clipboard and Drag & Drop
- 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
- PlanetPress Capture User Options
- Logging User Options
- Messenger User Options
- HTTP Server Input User Options
- HTTP Server Input 2 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
- Access Manager
- SOAP Access
- 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
- 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
- Output to SharePoint Action Task Properties
- About PlanetPress Fax
- PlanetPress Fax Output Task Properties
- Captaris RightFax Configuration
- About PlanetPress Image
- PlanetPress Image Output Task Properties
- Digital Action Task Properties
- Overview of the PDF/A and PDF/X Standards
- Variable Properties
- Unknown Tasks
- Masks
- Input Tasks
- PlanetPress Capture
- The 3 steps to a PlanetPress Capture workflow
- PlanetPress Capture Glossary
- Anoto Digital Pen
- Anoto Functionality Statement
- Anoto Pattern
- Capture Condition
- Capture-Ready Document
- Capture Document Manager
- Capture Field
- Capture Fields Generator
- Capture Fields Processor
- Client/Server Architecture
- Closed Document
- Contamination
- Get Capture Document
- ICR (Intelligent Character Recognition)
- Ink Data
- Open Document
- Pattern Sequence
- Pen ID
- PGC File
- Pidget
- PlanetPress Capture Database
- Trace Code
- General Considerations
- Security Considerations
- Capture Fields Processor Action Task
- Get Capture Document Action Task
- 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
Getting Started
This chapter describes how to install the PlanetPress Suite Workflow Tools and how to set up your working environment.
Environment Considerations
This page is intended to provide technical information about the environment in which PlanetPress Workflow is intended to
run.
Terminal Server/Service
PlanetPress Suite does not support Terminal Server (or Terminal Service) environment as possible under Windows 2000, 2003
and 2008. This is to say, if Terminal Service is installed on the server where PlanetPress Suite is located, unexpected behav-
iours may occur and will not be supported by our company. Furthermore, using PlanetPress Suite in a Terminal Service envi-
ronment is probably an infringement of our End-User License Agreement.
Terminal Service is not to be confused with "Remote Desktop" used in conjunction with the "Remote Desktop" options of all
Windows operating systems. Remote Desktop, when used to connect to a PlanetPress Server in a non-simultaneous setting, is
perfectly acceptable. However, it has been reported that PlanetPress may lock up when access through Remote Desktop con-
nections.
VMWare/ESX
PlanetPress Suite supports VMWare Workstation, VMWare Server, VMWare Player and VMWare ESX infrastructure envi-
ronments as software installed on the Guest operating system. However, note that only PlanetPress version 7.1.3 and higher
support VMotion under ESX. Also note that copying (duplicating) your VMWare Guest Machine and using it simultaneously con-
stitutes an infringement of our End-User License Agreement.
Furthermore, if your backup solution includes the use of virtual machine snapshots, please keep in mind that if a snapshot is
taken during a time when PlanetPress Workflow Tool is processing a job, this job may process again if the snapshot is
restored. It is thus recommended that you take your snapshots outside of processing hours, whenever that may be.
Note that while VMWare ESX, Workstation, Server and Player (from VMWare, Inc.) are supported, other virtual environments
(such as Microsoft Virtual PC, Parallels, Xen and others) are not supported at this time.
32-Bit or 64-Bit?
PlanetPress Suite version 7.1.3 and higher support 64-Bit operating system. However, our application remains 32-bits in this
environment, which means that for all intents and purposes there is no difference between those two environments as far as
PlanetPress Suite is concerned.
Antivirus Considerations
PlanetPress Suite Workflow Tools generates a very large amount of temporary data on your hard disk, especially when manip-
ulating or creating PDF files. This can sometimes cause issues when any other software is trying to access the temporary files
at the same time as PlanetPress Workflow and its components are trying to read, write, create or delete those files.
In this respect, any antivirus software installed on the machine should ignore the following folders in it's live scans as well as
daily "deep" or "complete" scans:
Getting Started
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