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
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 169).
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" (page 181).
l Laserfiche:Used as a repository for electronic documents. Communicate with it through the Laserfiche Repository
Output Task. See "Laserfiche Repository Output" (page 162).
l PlanetPress Capture:Used to generate and process files using Anoto patterns. Communicate with it through the
PlanetPress Capture tasks such as the Anoto Ink Processor and the Anoto Pattern plugins.
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 18).
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 "The PlanetPress Suite Service Console" (page 93)).
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 214).
l Send to Folder output queues let you save jobs to a local or network folder from which they can be picked up
and printed. See "Send to Folder Printer Queue Properties" (page 216).
l Remote printing:
l FTP output queues let you upload jobs to an FTP site from which they can be picked up and printed. See "FTP
Output Printer Queue Properties" (page 215).
Understanding PlanetPress Suite Workflow Tools
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