7.6

Task Properites
General Tab
l SharePoint Site:The name of the SharePoint site where you want to send the files. You can click on the Refresh but-
ton to display a list of sites on your SharePoint server.
l Document Library:The document library where you want to send 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 location in the document library where your files will be sent. You can click the Browse button to dis-
play your folder structure. In the Browse Folders dialog, click on the folder you want to use and click OK.
l Force folder creation:If the folder does not exist, it will be created.
l Error if the file name exists:Task will generate an error if the filename is already there.
l Mark the document as checked in:Sets the "Checked in"property of the document on the SharePoint server.
l Configure Fields:Opens the Configure SharePoint Metadata Fields dialog.
Configure SharePoint Metadata Fields dialog
This dialog lets you setup the information you want to assign to the SharePoint Metadata information. It contains one line for
each field present in the SharePoint document library.
l Field Name:Name of the field as set in SharePoint Document Library.
l Field Information:The information to enter in the SharePoint Document's Metadata for this field.
l Use PDF/A:Check to use the information contained within an PDF. This PDFmust have been created with Plan-
etPress Image and contain an Index field (data selection) of which the name corresponds exactly to the Field Name in
the SharePoint Document Library. If this option is checked, the Field Information will change to "Use PlanetPress Index
(PDF/A)".
l Field Type: The type of field as set in the SharePoint Document Library. The following SharePoint field types are sup-
ported by the SharePoint output task:
l Single line of text: This type may contain a string of any type of characters. This is the most flexible type of
field. Use this type when you are not sure if the constraints of the other types of fields will be appropriate.
l Multiple line of text: This type may contain multiple lines of text.
l Choice: This type contains the menu to choose from.
l Number: This type may contain a number (1, 1.0, 100). The decimal separator is “.” in the plug-in.
l Currency: This type contains the currency ($ …).
l Date/Time: Date/Time fields contain a date and time
l Yes/No: Yes/No (menu to choose from). If passing a variable, has to be either "Yes"or "No".
l Hyperlink or Picture:This type contains an html hyperlink or picture.
Document libraries using the Content Type system in SharePoint 2007 and higher (as well as Windows SharePoint
Services 3.0 and higher) are supported in PlanetPress Suite 7.4 and higher only.
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.
Examples &Use Cases
This task is put into effect in the following use cases and example processes: