7.3

Table Of Contents
l Register Job to the SureTrac Server group:Check this option to enable the group.
l Server Name:The complete URLof the SureTrac server.
l Process Verification Job Name:The SureTrac job that this PDF should fall under. Use the button next to
the list to retrieve a list of available SureTrac jobs from the server.
l Mailrun ID:Aunique identification for the current job. This IDmust never be the same between two mail runs
- we suggest using either %f or %u , which are both always unique as they are based on date and time.
l Use Job ID:Check to send the Job IDchosen in the Pitney Bowes Scan Code utility along with the job.
l Use External MRDX and PDF:Check this option to ignore the MRDXcreation and use an existing PDFand
MRDXinstead.
l Files Location:Enter the path and filename (without extension)of the PDF and MRDXfile, or use the browse
button to select either. The PDFand MRDXfile must have the exact same name apart from the extension.
l Use MRDXas new data file:Ignore the PDFfile and use the MRDXas a job file after this task. The PDFis dis-
carded. If this is unchecked, the PDFand metadata are used.
On Error Tab
The On Error Tab is common to all tasks. Details can be found on "Task Properties Dialog" (page 54).
Input from SharePoint
The Input from SharePoint Task can be used to retrieve files from a SharePoint server on your network, filtering on your tem-
plate fields and creating metadata to use in your process.
When the Input from SharePoint task runs, it first lists all of the files to download then runs the process once for each file in the
list. If any new files are added during the process, they will not be touched until the next time the process is scheduled.
This task can work with many of the available SharePoint servers:
l Microsoft SharePoint 2007
l Microsoft SharePoint 2010
l Windows SharePoint Services 3.0 SP2
l SharePoint Foundation 2010
The Input from SharePoint Task has the following properties:
General Tab
For this tab to work, you must have entered your SharePoint Connection information in the Connection Tab.
l SharePoint Site:The name of the SharePoint site from where you want to retrieve documents. You can click on the
Refresh button to display a list of sites on your SharePoint server.
l Document Library:The document library where you want to retrieve the files. You can click on the Refresh button
to display a list of libraries on the SharePoint site selected previously.
l Folder:The folder in the document library where your files are located. You can click the Browse button to display
your folder structure. In the Browse Folders dialog, click on the folder you want to use and click OK.
l Input Rule:Lets you define rules to filter incoming files on certain variables, for example the file name, size, etc.
Clicking the ... button brings up the "Rule Interface" (page 201).
l Download files from sub-directories also:Check to also look into subdirectories of the specified Folder.
l Do not download checked out documents:If the document is set as "Checked Out" in SharePoint, it will be
ignored.
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