7.5

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.
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.
l Action Group
l Download the document:Simply download the document and do not modify it in SharePoint.
l Download the document and mark it as checked out in SharePoint:Download the document and
mark it as Checked Out in SharePoint. This is useful for preventing files to be downloaded more than once.
l Download the document and delete it from SharePoint:Download the document and delete it from
the SharePoint server.
Connection Tab
l Server Name:The name of the SharePoint server. This can either be a server name (e.g. http://SharePoint2003 )or
an IPaddress (e.g. http://192.168.1.123 ). Both http:// and https:// (secure) connections are accepted.
l Domain:The active directory domain for the logon credentials. This is not necessary if the SharePoint server is not
part of a domain.
l UserName:A valid username that has access to the SharePoint site and is able to read and write to document
libraries.
l Password:The correct password for the username.
"Other" Tab
l Job Information group
l Information elements:indicates what job infos are automatically created by the input task.
l Add lines before first data page:Using the arrows keys you can add any job information directly at the
beginning of your data file.
l Backup input files:Check this to save a copy of each data file that is captured by your input. These files are saved in
the PlanetPress Suite Workflow Tools working folders under the "Backup"folder.
l Backup filename:Enter the filename that you wish the input data file backup to be saved under.
l Delete Existing Metadata:Check to remove any metadata from memory. This option is disabled on initial input
tasks, and is checked by default on secondary input tasks.
Job Information definitions
l %1 - Source file name:Contains the name of the current captured file.
l %2 - Directory:Contains the name of the SharePoint director from which the current file was captured.
On Error Tab
The On Error Tab is common to all tasks. Details can be found on Task Properties Dialog.