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
1. Click on the Tools tab in the PlanetPress Suite Workflow Tools Ribbon, then click Configure Services.
2. Set the PlanetPress Suite applications permissions as required:
l Local System account: Select to run all the PlanetPress Suite Services (including PlanetPress Suite Workflow
Tools, PlanetPress Fax, and PlanetPress Image) under the Local System account. The Local System account is
distinct from the Administrator account. It requires no username or password, and its privileges may exceed
those of the user currently logged in. Running under this account rather than a user account prevents problems
that may arise if the user lacks a permission the service requires. If a configuration relies on any resources
mapped to a particular user, such as mapped network drives or shared printers, they are unavailable. It is rec-
ommended that you create a configuration for a particular user. Clear Local System account to run all the Plan-
etPress Suite Services under the account you specify. Use the options that become available when you clear
Local System account to enter the account information—you must enter a valid user name and password to use
Microsoft Outlook as your email client for Email input and Send email output tasks.
l Display network domains and usernames: Select to have PlanetPress Suite Workflow Tools Con-
figuration search for existing domains and display the domains it find in the Domain box, and the usernames in
those domains in the Username box. Although this is useful if you do not know the domain name and username
of the account you want to specify, it can also be very time-consuming if there are many domains.
l Domain: Select the domain in which the user account resides, or enter the name of the domain manually.
l Username: Enter the name of the user account.
l Password: Enter the password for the user account you specified in the Username box.
l Confirm password: Enter the password you entered in the Password box.
l Services start automatically: Select to start the required PlanetPress Suite Workflow Tools automatically.
3. Click OK.. PlanetPress Suite Workflow Tools applies the user account information to all the services (PlanetPress Suite
Workflow Tools, PlanetPress Fax, PlanetPress Image, LPD input, Serial input, Telnet input, FTP output, LPR output),
that run on this computer (with the exception of PlanetPress Suite Messenger, which always runs under the Local Sys-
tem account).
The PlanetPress Suite Workflow Tools Configuration program does not test usernames and passwords, but merely associates
them with the services that require them. If you enter a bad username or password, these services will be denied access to
the selected account.
The account you choose will be used by PlanetPress Suite Workflow Tools and all its services, as well as by PlanetPress Fax
and PlanetPress Image (only PlanetPress Suite Messenger is not affected, since it always uses the Local System account). If
you install PlanetPress Fax or PlanetPress Image on the same computer after performing this procedure, you will have to per-
form it once again, so as to choose the same account for all the installed applications.
Getting Started
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