7.3
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
- Access Process Properties
- Add a PlanetPress Suite Process
- Manipulate Local Variables
- Activate or Deactivate a Process
- Convert a Branch to a Subprocess
- Manipulate Global Variables
- View Document Properties
- Use Data and Metadata Files Attached to Documents
- Use Attached Document Preview
- 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
- PDF Text Extraction Tolerance Factors
- 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
- Other Dialogs
- Working With Variables
- Data in PlanetPress Suite Workflow Tools
- Task Properties Reference
- Input Tasks
- Action Tasks
- Add Document
- Add/Remove Text
- Advanced Search and Replace
- Barcode Scan
- Change Emulation
- Create PDF
- Decompress File(s)
- Digital Action
- Download to Printer
- External Program
- Load External File
- Open XSLT
- PlanetPress Database
- Rename
- Run Script
- Search and Replace
- Send Images to Printer
- Send to Folder
- Set Job Infos and Variables
- SOAP Client Plug-in
- Standard Filter
- Translator
- Windows Print Converter
- Data Splitters
- Process Logic Tasks
- Connector Tasks
- Create MRDX
- Input from SharePoint
- Laserfiche Repository Output
- Lookup in Microsoft® Excel® Documents
- Microsoft® Word® Documents To PDF Conversion
- Output to SharePoint
- About PlanetPress Fax
- PlanetPress Fax
- Captaris RightFax Configuration
- About PlanetPress Image
- PlanetPress Image
- Overview of the PDF/A and PDF/X Standards
- PrintShop Mail
- PlanetPress Capture
- Metadata Tasks
- Output Tasks
- Variable Properties
- Unknown Tasks
- Masks
- 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
- Triggers
- Load Balancing
- Location of Documents and Resources
- Debugging and Error Handling
- Using Scripts
- Index
l Test Connection: Click to verify that PlanetPress Image can connect to the specified database.
l Enforce global table creation: Select this option, as it ensures that all database users are granted access to the
database. This option is available only when you select SQL database in the Database type box.
Login tab
If you chose Send Email in the General tab, use this tab to choose the appropriate email settings.
l Use Microsoft Outlook: Select to use Microsoft Outlook on the host computer running PlanetPress Image to send
emails (and attachments). The host computer must be running Outlook, and PlanetPress Image must have access to
Outlook. Emails generated by PlanetPress Image appear in the outbox before being sent by Outlook whenever it is set
to send emails.
l Use SMTP email: Select to use Simple Mail Transfer Protocol (SMTP) to send the emails (and attachments). To use
SMTP you must enter information in the Name, Email Address and Outgoing Mail (SMTP) boxes below.
l Name: Enter the sender’s name that will be used in emails sent by PlanetPress Image for this task.
l Organization: Enter the organization name that will be used in emails sent by PlanetPress Image for this task (this is
optional).
l Email address: Enter the sender’s email address that will be used in emails sent by PlanetPress Image for this task.
l Reply address: Enter the reply address that will be used in emails sent by PlanetPress Image for this task (this is
optional).
l Outgoing mail (SMTP): Enter the IP address of the mail server PlanetPress Image is to use to send emails via
SMTP.
l Server requires authentication: Select if the outgoing server mentioned above requires authentication. To use
authentication you must enter information in the Account name and Password boxes below.
l Account name: Enter the name of the account that PlanetPress Image is to use to send emails via the mail server.
l Password: Enter the password associated with the account name entered above.
Recipients tab
Once more, if you chose Send Email in the General tab, use this tab to choose the appropriate email settings.
l To: Enter the email address(es) of the recipient(s). Remember this is a variable property box and you can therefore
use various schemes to use email addresses that change with each job at runtime.
l Use document’s Email address: Select to send emails generated by PlanetPress Image to email addresses iden-
tified by the PlanetPress Design document selected in the General tab. In PlanetPress Design, you can tag a data selec-
tion as being an email address. When data is merged to the PlanetPress Design document, this information becomes
available to PlanetPress Image which can use it directly to send emails. If this option is selected and if addresses were
entered in the To box, emails will be sent both to the document’s email address and to the other addresses as well
(which may turn out to be the same, if data selections were used).
l Cc: Specify addresses to which copies of the generated emails are to be sent.
l Bcc: Specify discreet addresses (other recipients will not be able to see these addresses) to which copies of the gen-
erated emails are to be sent.
l Subject: Enter the subject of the emails generated by PlanetPress Image for this task. Note that if you use a data
selection in this box, you must be sure that the data that will be selected at runtime will not contain any parentheses, as
this would cause the task to fail. If you suspect that the data may contain parentheses, you should use a Run script
action task (see Run Script Action Task Property) with a Strip() function to strip them out.
l Use document’s Email subject: Select to use the email subject identified by the PlanetPress Design document
selected in the General tab. This option works the same way as the Use document’s email address(es) option above. If
this option is selected and a subject was entered in the Subject box, both subjects will appear as the email’s subject.
l Message: Enter the content of the email message. Since this is a variable property box, the text may be personalized
using variables and data selections.
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