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Table of contents 1 Other Documentation....................................................................................................................................................................................... 1 2 Understanding PlanetPress Suite Workflow Tools ........................................................................................................................................... 2 2.1 Key Concepts................................................................................
Table of contents 4.3 Users and Configurations.................................................................................................................................................................................. 73 4.3.1 Local and Network Rights........................................................................................................................................................................ 73 4.3.2 Local Settings..............................................................
Table of contents 7.1.7 Delete Output Task Properties ............................................................................................................................................................... 145 8 PlanetPress Fax ............................................................................................................................................................................................ 146 8.1 Detailed Directions ...........................................................
Table of contents 12.1.8 Jump to Bookmarks ............................................................................................................................................................................ 226 12.1.9 Use Functions created for PlanetPress Watch in Scripts ......................................................................................................................... 227 12.2 PDF Scripting Tools API ...........................................................................
Table of contents 15.4.18 Serial Input Service User Options ....................................................................................................................................................... 283 15.4.19 Telnet Input User Options ................................................................................................................................................................. 284 15.4.20 FTP Output Service User Options ........................................................
1 Other Documentation For more documentation on different PlanetPress Suite Products, refer to: PlanetPress PlanetPress Trigger and PlanetPress Workflow Tool User Guide Talk Reference Guide Data Capture Guide Search User Guide Objectif Lune Inc.
2 Understanding PlanetPress Suite Workflow Tools PlanetPress Suite Workflow Tools are input driven applications designed to output data in a variety of ways through diverse means to various applications and devices. PlanetPress Suite Workflow Tools can be used as simple go betweens, passing along input data to output devices, but it can also perform various types of data processing, as you will see in the following chapters.
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Understanding PlanetPress Suite Workflow Tools - Key Concepts PlanetPress Office In addition to all of the options and functions available in PlanetPress Watch, PlanetPress Office also offers: • • • • Capturing inputs from any host systems Document Input: using PDF documents as data files. Windows Input: capturing print job sent from any Windows application. Output on any number of non-PostScript devices and all licensed PostScript devices.
Understanding PlanetPress Suite Workflow Tools - Key Concepts A) Folders containing data from various applications or systems. PlanetPress Watch/Server polls these folders to get input data. B) Folders to which PlanetPress Suite Workflow Tools push either data or documents in various forms. The output from a PlanetPress Suite Workflow Tool then follow its way to a variety of destinations, such as printers, faxes, email addresses, etc.
Understanding PlanetPress Suite Workflow Tools - Key Concepts The tasks included in a PlanetPress Suite process are basically designed to: • Receive data as input (from an AS/400 via an LPD input, for instance). • Optionally perform actions on the data (change the encoding perhaps). • Generate output (send the data to a printer maybe). In PlanetPress Suite Configuration, processes are represented using a tree structure made up of tasks leading to other tasks and sometimes branching off.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Description: A simple text field to document a subprocess in order to keep track of what tasks it is performing. Comments: A memo field allowing to comment a subprocess, again in an informational purpose. Convert an existing process to a subprocess To allow for maximum flexibitliy and backward compatibility with the subprocess feature, the Convert to subprocess option lets users transform existing processes easily.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Output tasks can save text files to an archive folder, send data to PostScript printers where resident PlanetPress Design documents are waiting, create PDF files, send mails or faxes, etc. Data flowing through PlanetPress Watch/Server can be used in the documents created with the help of PlanetPress Design, but it can also be used in other PlanetPress Suite Workflow Tools tasks.
Understanding PlanetPress Suite Workflow Tools - Key Concepts The tasks executed by PlanetPress Suite Workflow Tools also require the use of the following programs: PlanetPress Suite Messenger Enables communication between all the parts included in the PlanetPress Suite. Note that PlanetPress Suite Messenger 7 only works with version 7 components. HTTP Client Issues queries to HTTP servers and passes server replies as jobfiles to other PlanetPress Suite Workflow Tools tasks.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Every process created with PlanetPress Watch/Server Configuration begins with an input task and ends with at least one output task. In its simplest form, a process can simply retrieve data from a given folder and save it in a different folder. In most cases, though, processes are more elaborate and configurations, which may include many processes, can be extremely complex.
Understanding PlanetPress Suite Workflow Tools - Key Concepts • For those input tasks that let you choose a specific source location, use different locations. You could have two LPD input tasks, each one retrieving files from a different LPD queues, for instance. Related topics: • Configurations and Processes (Page 5) • Tasks (Page 0) 2.1.7 Tasks How are tasks performed and which ones are available? Tasks are placed along flowcharts referred to as a processes in PlanetPress Watch/Server jargon.
Understanding PlanetPress Suite Workflow Tools - Key Concepts A) The first task in a process is always an input task. B) If you try to replace an input task using the pop-up menu, PlanetPress Watch/Server Configuration only lets you replace it by another input task (action and output tasks are greyed out). Remember that a single process can include multiple branches, each branch ending in an output task, as illustrated below.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Multiple tasks that are competing for the same input data should not be included in processes that run at the same time. You may, in the same configuration, have two processes that include Folder Capture input tasks that watch the same folder, for example.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Input Tasks Inputs tasks receive or retrieve data and pass it to other tasks. There is always an input task at the beginning of a process, but other input tasks may also be added elsewhere in any given process. The data is either received directly, via a port, or retrieved from a given location. Name Function Create File Creates a data file without polling a source location and passes it to the next task in the process.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Output Tasks Output tasks receive data from other tasks and generate output. These tasks either send raw data to output devices (a printer, for example) or generate formatted documents that are then sent to output devices or applications (a printer or an email or faxing program, for instance). Name Function FTP Output Uploads the data file it receives to an FTP server.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Action Tasks Action tasks may perform a variety of operations. If they typically receive raw data, process it and then hand it down to other tasks, some action tasks perform other functions, such as run scripts or executable programs. The list below gives you a clear idea of the spectrum of functions that action tasks can perform. Objectif Lune Inc.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Name Function Add Document Adds the PlanetPress Design document you select in the task to the data it receives. Add/ Remove Text Adds text to, or removes text from, the data it receives. Change Emulation Tells the tasks that follow it on a given branch to use a different emulation to format the data they receive.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Name Function PlanetPress Database This input task gathers input data by connecting to a database, making a query and retrieving a table of records. In PlanetPress Watch/Server, a process is typically started when data is available at the source location of its initial input task.
Understanding PlanetPress Suite Workflow Tools - Key Concepts A) PlanetPress Watch receives each client record as an LPD input. B) The condition set in this node determines whether PlanetPress Watch sends an email to the client or if it goes to the next node. C) The condition set in this node determines whether PlanetPress Watch sends a fax to the client or if it prints the statement out on paper. D) This last task is only performed if both of the above conditions are false.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Tasks Requiring Other Services PlanetPress Watch/Server is designed to run continuously and to perform all input tasks, if the two following conditions are met: • The process that includes the task is enabled (PlanetPress Watch/Server Configuration gives you the option to enable or disable each process as desired). • The process is currently scheduled to run.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Note that all output services used by PlanetPress Watch/Server run under the same account. Related topics: • The Nature of PlanetPress Suite Workflow Tools (Page 4) • Configurations and Processes (Page 5) 2.1.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Related topics: • The Origins of PlanetPress Watch • The Nature of PlanetPress Suite Workflow Tools 2.1.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Data can also be changed using the PlanetPress Suite Workflow Tools. You can use an Action task to perform search and replace operations on the data, to change the data emulation, or the data character set. When data is pulled in via an input task it is stored in an internal data file, called a job file, that is handed down from task to task. Data can originate from a variety of sources and come in a variety of formats.
Understanding PlanetPress Suite Workflow Tools - Key Concepts A) This secondary input task receives data that is not structured in the same way as the sample data used to create the process. B) To tell the following tasks on this branch that the data they will be processing does not use the same emulation as the one that was specified when the sample data was chosen, a Change Emulation action task is added.
Understanding PlanetPress Suite Workflow Tools - Key Concepts • It displays the formatted data to let you make selections easily using the mouse pointer. You use the same Data Selector as you use in PlanetPress Design when you add data selections to tasks using an emulation. Related topics: • The Configuration and its Processes (Page 9) • Tasks (Page 0) • Data File and Job File (Page 25) 2.1.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Related topics: • Data (Page 0) 2.1.12 Job File Names and Output File Names How does job and file naming work within dynamic PlanetPress Suite processes? When an input task sends a new data file down a process, it gives it an internal file name referred to as the job file name (associated with the %f variable). The new job file typically keeps the same name until the end of the process.
Understanding PlanetPress Suite Workflow Tools - Key Concepts your PlanetPress Suite Workflow Tool). A three page job to be called Invoice, for example, will generate three JPEGs or TIFFs called Invoice0, Invoice1 and Invoice2. Note that this does not apply to multiple TIFFs, which can include multiple images in a single file. Finally, note that you can change the name of a previously named file using a Rename action task (see Action Tasks (Page 0)). Related topics: • Data File and Job File (Page 0) 2.1.
Understanding PlanetPress Suite Workflow Tools - Key Concepts A) The output file generated by this Printer Queue output task is sent to selected printer queues. B) Available PlanetPress Suite Workflow Tools queues. The PlanetPress Suite Workflow Tools Configuration program lets you create four types of printer output queues, for local or remote printing. Local printing: • Windows output queues let you send jobs to a local printer.
Understanding PlanetPress Suite Workflow Tools - Key Concepts • A file that contains only the data to the selected printer queue. The document with which the data must be merged must be present on the printer’s hard disk, otherwise printing will fail. • A file that contains the data and the document to the selected printer queue. Since the data and the document with which it must be merged are both sent to the printer, printing should never fail.
Understanding PlanetPress Suite Workflow Tools - Key Concepts A Windows Printer Queue using the Objectif Lune Printer Driver (PS) can be installed from the PlanetPress Suite Workflow Tools WinQueue Input plugin properties. Creating a new Windows printer queue from any PlanetPress Suite Workflow Tools: 1. 2. 3. 4. 5. Start your PlanetPress Suite Workflow Tool Configuration program. Insert a WinQueue Input plugin. In the WinQueue Input plugin properties, click New. Enter a Name for the printer queue.
Understanding PlanetPress Suite Workflow Tools - Key Concepts 5. 6. 7. 8. 9. 10. Click OK. Send the configuration and start your PlanetPress Suite Workflow Tool service. Start the windows application from which you want to capture data. Open your selected document. Click File | Print. Choose the same Windows print queue as in step 4. Note that steps 6-8 can be performed at any time, even if PlanetPress Watch/Office/Production is not yet started.
Understanding PlanetPress Suite Workflow Tools - Key Concepts This could include a combination of the following: • Creating variable content documents in PlanetPress Design and sending them to PlanetPress Watch/ Server or to printers, as resident documents. • Getting all the information and permissions related to the peripherals, user accounts and addresses you will use in your processes.
Understanding PlanetPress Suite Workflow Tools - Key Concepts You can set up and edit multiple processes in a single PlanetPress Watch/Server Configuration session. Processes are displayed graphically as nodes—each node representing an input, action, or output task—in the PlanetPress Watch/Server Process area. A) Processes. B) Selected process displayed in PlanetPress Watch/Server Process area. C) Input task. D) Condition.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Inputs are watchedlocations, typically folders, ports, IP addresses, email addresses, etc. Locations are polled periodically based on the polling interval defined for each process. Let us imagine a process that has a polling interval of 120 seconds: • When the process becomes on schedule, PlanetPress Watch/Server performs its initial input task and polls the input location.
Understanding PlanetPress Suite Workflow Tools - Key Concepts • • • • • • • • • • • • • • • • • • Add/Remove Text Change Emulation Create VDX Digital Imaging Digital Signature Download to Printer External Program Open XSLT PlanetPress Database PrintForm Rename Run Script Search and Replace Send Images to Printer Send to Folder Set Job Info Standard Filter Translator Adding Conditions Conditions are process crossroads.
Understanding PlanetPress Suite Workflow Tools - Key Concepts Sending your Configuration to the PlanetPress Suite Workflow Tool Service The PlanetPress Suite Workflow Tool Configuration saves entire configurations in the form of a single file. Like any other file, configuration files may be saved and reopened, as well as rename as desired. Simply saving a configuration has no effect on the configuration actually used by the PlanetPress Suite Workflow Tool when it is started.
3 The PlanetPress Suite Workflow Tools Configuration Program This chapter centers on the PlanetPress Suite Workflow Tools Configuration program, which you use to create and edit your configurations. You create and configure the processes that run in your PlanetPress Suite Workflow Tool service with your PlanetPress Suite Workflow Tool Configuration areas.
3.1 Key Concepts This section introduces you to the PlanetPress Suite Workflow Tools Configuration program and explains how you can build your PlanetPress Suite configuration. It contains the following topics: • • • • • Knowing your Way Around The PlanetPress Suite Workflow Tools Configuration Program Window Combining and Attaching Areas of the Program Window User Options Grouping Objects Virtual Drive Manager (Page 46) 3.1.
The PlanetPress Suite Workflow Tools Configuration Program - Key Concepts A) Groups of processes, documents and printer queues. You can also use groups to quickly assign multiple documents to multiple printer queues. By dragging a group of documents to a printer queue, you assign all the documents in the group to that queue.
The PlanetPress Suite Workflow Tools Configuration Program - Key Concepts The first time you start your PlanetPress Suite Workflow Tool Configuration program, these elements appear in their default position. You can dock and undock the different areas to adapt the layout of the program window to your workflow. A docked area lies flush with the surrounding areas. An undocked area overlaps other areas in the interface.
The PlanetPress Suite Workflow Tools Configuration Program - Key Concepts Insert a Plug-in Node To insert a plug-in in the process area, simply drag the plug-in from the Plug-in bar and drop it on the pipe at the desired location. Some plug-ins may have various behvior types. Whenever this is the case, a contextual menu appears when dropping the plug-in in the process area to allow you to select the proper type.
The PlanetPress Suite Workflow Tools Configuration Program - Key Concepts Using the contextual menu displayed by the Popup indicator, you can: • • • • Insert, delete and rename custom categories. Move categories up or down. Import third party or legacy plug-ins. Move plug-ins from one custom category to another; note that you cannot move default plug-ins, you can only copy them. • Copy plug-ins from one custom category to another by holding the CTRL key.
The PlanetPress Suite Workflow Tools Configuration Program - Key Concepts • The Tools tab includes the Managers, Services and Test Page groups. ▪ The Managers group contains: ▪ The Install PostScript Font control allows to install a PostScript font into your PlanetPress Suite installation. ▪ The Virtual Drive Manager control loads the PlanetPress Suite Virtual Drive. ▪ The Access Manager control loads the Access Manager, allowing to grant/remove permissions to hosts.
The PlanetPress Suite Workflow Tools Configuration Program - Key Concepts A) The Processes group. B) A current process set to run as soon as possible (ASAP).C) The Global variables group. D) A global variable. E) The Documents group. F) Documents that are either available on the local PlanetPress Suite Workflow Tool workstation or on specific printers.
The PlanetPress Suite Workflow Tools Configuration Program - Key Concepts A) Job file information. When you select a group, no information is displayed in the Object Inspector, because what is really selected is the group heading and not the items included in the group. PlanetPress Suite Workflow Tools Configuration Program Process Area This main area can never be hidden.
The PlanetPress Suite Workflow Tools Configuration Program - Key Concepts 3.1.5 Virtual Drive Manager Can I delete images from my virtual drive? When you use the Send images to printer action in a given process, you have the option of, at the same time, sending the images to the virtual drive (a local storage folder used by PlanetPress Suite applications) of any computer included in your network.
3.2 Detailed Directions This section contains detailed procedures that explain how you can build and edit your PlanetPress Watch/ Server configuration.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions Related topics: • • • • Choose the Account to be Used by your PlanetPress Suite Workflow Tool Open a PlanetPress Suite Configuration File Reopen a Configuration File Exit the PlanetPress Suite Workflow Tool Configuration Program 3.2.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions 2. Set the PlanetPress Suite applications permissions as required. Local System account: Select to run all the PlanetPress Suite Services (including PlanetPress Watch/Server, PlanetPress Fax, and PlanetPress Image) under the Local System account. The Local System account is distinct from the Administrator account. It requires no username or password, and its privileges may exceed those of the user currently logged in.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions Username: Enter the name of the user account. Password: Enter the password for the user account you specified in the Username box. Confirm password: Enter the password you entered in the Password box. Services start automatically: Select to start the required PlanetPress Watch/Server automatically. 3. Click OK.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions Send Job: Select if you want the PlanetPress Fax and PlanetPress Image installed on this computer to accept jobs from the corresponding computer. Send Document: Select if you want PlanetPress Watch/Server Server installed on this computer to accept PlanetPress Design documents sent from the corresponding computer. 3. Click OK. Related topics: • Choose the Account to be Used by the PlanetPress Suite Workflow Tool (Page 0) 3.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions Related topics: • • • • • • Saving and Sending a Configuration Open a PlanetPress Suite Configuration File (Page 0) Reopen a Configuration File (Page 0) Why group objects in the Configuration Components area? (Page 0) Import Processes from Another Configuration File (Page 0) Save a Configuration (Page 0) 3.2.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions Related topics: • Create a New Configuration • Open a PlanetPress Suite Configuration File • Save a Configuration 3.2.8 Add a PlanetPress Suite Process Configurations can comprise as many as 512 processes and an infinity of tasks. A given process may include output tasks that generate files used by input tasks from other processes.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions The Import Configuration dialog appears displaying all the processes and/or process groups, as well as the Subprocesses, Global Variables, PlanetPress Design documents and Printer Queues in the selected configuration file. 4. In the list, select the components you want to import.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions To save the current configuration as the default configuration applied by your PlanetPress Suite Workflow Tool: • From the PlanetPress Watch/Office/Production Button, choose Send Configuration. The current configuration is saved as the default configuration (ppwatch.cfg) applied by PlanetPress Watch/Server. If the PlanetPress Suite Workflow Tool service is running, it is stopped and restarted.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions The name of the object or group is highlighted and ready to be edited. 2. Type the new name over the existing name and press ENTER. PlanetPress Watch/Server Configuration renames the object or group. To rename a resident document: 1. In the Documents section of the Configuration Components area, double-click a printer-resident document. 2. The PlanetPress Design Document Options dialog box is opened. 3.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions Dragging and dropping single or multiple objects as well as groups lets you cut and paste them. Pressing the CTRL key while dragging and dropping copies and pastes the selected objects. Note that you can only drag and drop multiple objects if they belong to the same category (Processes, Documents or Printer queues) and appear at the same level in the hierarchy.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions A) Printer dragged and dropped at a new location within a group. B) The blue line indicates where the object will be dropped and the upward pointing triangle indicates that it will be added at the same level as the next object above. C) When a group is the currently selected drop location, its label turns maroon.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions A) Reordering several documents using drag and drop. The blue line indicates where the documents will be dropped and the downward pointing triangles indicate that they will be added at the same level as the next object down. An illegal sign would be displayed if the triangles were pointing up, since the selected documents are not all of the same type as those included in the group above.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions To copy objects in the Configuration Components area using drag and drop: 1. In the Configuration Components area, select the objects you want to move. 2. Press the CTRL key and drag the objects to a legal drop target. Pay attention to the information given by the pointer as you are moving the mouse around. 3. Release the mouse button to copy them from their original location and paste them to the target location.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions To add a group in the Configuration Components area: • In the Configuration Components area, click a category and choose View | Arrange | Group. A new group is added at the end of the category. To add objects to an existing group: • Drag-and-drop the objects onto the group. The objects are added as the last objects in the group. To remove objects from a group: • Drag-and-drop the objects out of the group.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions To undo a command: • From the Quick Access Toolbar, choose Undo. Related topics: • Redo a Command (Page 0) 3.2.19 Redo a Command The Redo command can be used to redo commands that were just undone using the Undo command. For example, if you used the Undo command three times in a row and immediately thereafter decided to redo those commands, you could use the Redo command three times in a row to redo those commands.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions Document name: The name of the document as entered in PlanetPress Design. You can enter a name for printer-resident document here; the name does not have to match the name given it in PlanetPress Design. Since this property is used in the trigger to identify the document when PlanetPress Watch sends a job to be merged on a printer, the document name must exactly match the name of the document installed on the printer.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions The properties common to selected objects appear in the Object Inspector. 2. In the Object Inspector, click an editable property. 3. Depending on the values that can be entered for the selected property, edit the value by typing a one or by selecting a new one from the drop-down list. Bear in mind that certain properties can neither be displayed nor edited via the Object Inspector.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions Related topics: • Zoom In or Out within the PlanetPress Suite Process Area (Page 0) • Resize the Program Window Areas (Page 0) 3.2.24 Zoom In or Out within the PlanetPress Suite Process Area You can do a zoom out in the PlanetPress Suite Process area to see more tasks at the same time. In zoom out mode, you can perform the exact same functions as in normal view mode.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions Related topics: • Resize Rows and Columns of the PlanetPress Suite Process Area (Page 0) • Zoom In or Out within the PlanetPress Suite Process Area (Page 0) • Resize the Program Window Areas (Page 0) 3.2.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions The following procedures will show a number of things you can do to change the way information is displayed by the PlanetPress Suite Workflow Tools Configuration program. To combine areas: • Click either a title bar (separate or attached areas) or a tab (combined areas) displaying the name of the Configuration Components area, the Object Inspector or the Messages area and move the mouse pointer.
The PlanetPress Suite Workflow Tools Configuration Program - Detailed Directions ▪ Double-click the tab of the area you want to take out of the combined area. The area will jump outside of the combined area. To attach areas: 1. Click either a title bar (separate areas) or a tab (combined areas) displaying the name of the Configuration Components area, the Object Inspector or the Messages area and move the mouse pointer. As you drag, a rectangle is displayed to show the landing position. 2.
4 Configurations, Processes and Tasks The Process area is the drawing board where you design processes by adding tasks. In this visual environment, you plan out a chart of tasks through which data will flow from an initial input task to one or more output tasks. This section gives you an overview of how PlanetPress Watch/Server processes are designing by adding and configuring tasks, conditions and branches.
4.1 Configuration Management What is a configuration? Each configuration contains: • One or more processes that each have their own schedule and that may be active or inactive. Bear in mind that only those tasks that are associated with active processes that are on schedule are performed. • A varying number of tasks: input tasks, action tasks and output tasks. Each task has its own properties • A fixed set of options that control the services used by PlanetPress Watch/Server.
4.2 Opening and Importing Configurations and Processes Can I open or import configurations and processes from PlanetPress Watch 3 and PlanetPress Watch/Server 6? The PlanetPress Suite Workflow Tools Configuration program lets you open and import any of the following: • • • • • • • Complete PlanetPress Watch 3 configurations. Complete PlanetPress Watch 4 to 6 configurations, including PlanetPress Server 6 configurations.
Configurations, Processes and Tasks - Opening and Importing Configurations and Processes What is included in a PlanetPress Watch/Server6 configuration. A) Service option settings (only a part of the Serial Input service option settings are displayed). B) Processes. C) Global variables. D) References to documents stored either locally or on available printers (referred to as resident documents). E) Printer queues. F) Tasks. 4.2.
4.3 Users and Configurations Are configurations user specific? When a user opens a session on a computer, they typically need to login. When they do so, a session is opened and customized for them on that computer (certain drive letters and network shortcuts may be mapped, local and network printers may be made available, etc.). Furthermore, local and network rights may be granted to them.
Configurations, Processes and Tasks - Users and Configurations 4.3.3 User Specificity So PlanetPress Watch/Server configurations are not user specific as such.
4.4 Anatomy of a Process What is the basic structure of a PlanetPress Watch/Server process? A PlanetPress Watch/Server process is made up of a succession of operations that receive, route, and optionally process, data from a given source to various destinations using various means. A process is lot like a flowchart that starts with an initial input task, that leads to other tasks, to branches and conditional branches, and eventually to output tasks.
4.5 Configurations, Processes and Flowcharts How do I plan the creation of processes and configurations? A PlanetPress Watch/Server configuration typically comprises all the tasks that you need to accomplish to generate your required documents, be it printed pages, faxes, email messages, PDF files, etc. A configuration may be composed of a single process, but it may also be made up of multiples processes.
Configurations, Processes and Tasks - Configurations, Processes and Flowcharts There are two ways to add a new branch: • Quite simply, by adding a new branch. This creates a new output task that remains as unknown until you replace it with a specific task. • By adding a new output task. There is only a single way to add a new conditional branch: • By adding a new condition.
Configurations, Processes and Tasks - Configurations, Processes and Flowcharts A) Copied conditional branch. B) The copied condition as pasted to two new locations. Related topics: • Anatomy of a PlanetPress Suite Process Objectif Lune Inc.
4.6 Design Versus Debug Mode What is the difference between Design mode and Debug mode? The Design mode (default mode) lets you open configurations, add and configure processes and tasks. The Debug mode is used to test and fine tune a given process. Although you will not be able to add or delete tasks in Debug mode, you will be allowed to change the properties of existing tasks on the fly as you step through your process.
4.7 Tasks as Plugins What is the significance of tasks in my PlanetPress Watch/Server process being plugins to the software? Most of the input, action and output tasks available in PlanetPress Watch/Server are in fact plugins. The transparent plugin architecture of PlanetPress Watch/Server means you can add new plugins to continually add functionality to PlanetPress Watch/Server.
4.8 Task Properties Dialog Boxes Where do I configure the tasks, branches and conditions that make up my PlanetPress Watch/Server process? You must configure the task you add to your PlanetPress Watch/Server process using its properties dialog box. Each task must be configured based on its role and place within the process. Those properties that apply to all the tasks of a given kind are usually configured through the User Option.
4.9 Variable Properties What is a variable property and how do I enter such a property? Contrary to fixed properties, variable properties are interpreted at runtime. In other words, when PlanetPress Watch/Server performs a task that includes variable properties, it must translate these properties into actual values. So instead of creating multiple tasks with different fixed properties, you can create fewer tasks with properties that change at runtime as required.
4.10 Standard Variables What are standard variables in PlanetPress Watch/Server, and where can I use them? The name standard variables is used in opposition with job info variables (see Job Information Elements and Job Info Variables (Page 0)). Like job info variables, standard variables may be used to define variable properties (see Variable Properties). Objectif Lune Inc.
Configurations, Processes and Tasks - Standard Variables 4.10.1 Available Standard Variables Variable Name Example value interpreted %c Current job file Page 1 of 1 CU04614107,2005-08-08 Mr Gino Monzon,New Orleans Car Rental 276-46th Avenue,New Orleans,LA,US,25331-840 EFY2551585,Container Leasing & Renta,150,29, 1,300.58 %F Job File Path and Name C:\Program Files\PlanetPress Suite 4\PlanetPress Watch\Spool\job1D80328.dat %f Job File Name job1D80328.
4.11 Job Information Elements and Job Info Variables What is meant by job information and where and how can I use this information? Quite simply, job information is information on a given file. Different types of input have different job information attached to them. A message received via an Email Input task will have as job information a reception date and most likely a sender’s name and email address. A file received via a Serial Input task will have at least a file name and as job information.
Configurations, Processes and Tasks - Job Information Elements and Job Info Variables The following table indicates which job information elements may be associated with each type of input: Input task Job info %1 Job info %2 Job info %3 Job info %4 Job %5 Create File [None] [None] [None] [None] [None] Email Date received Sender’s name Sender’s address Subject Recipients Folder Capture Source file name Folder [None] [None] [None] FTP User name FTP server Source file name Folder1If
Configurations, Processes and Tasks - Job Information Elements and Job Info Variables Objectif Lune Inc.
Configurations, Processes and Tasks - Job Information Elements and Job Info Variables A) Using the Other tab of the input task’s properties dialog box, you can add job information elements as text to the data file. The elements are always added at the beginning of the file and a different line is used for every element. Form feed is always displayed at the top of the list on the left so that you can insert it to in the list on the right, as required.
Configurations, Processes and Tasks - Job Information Elements and Job Info Variables Another issue to be considered is the fact that job information elements often change in the course of a process. When a secondary input task brings in new data, for example, the previous data and job information elements are replaced. If you process includes multiple branches, this may mean that different branches will carry different job information elements.
Configurations, Processes and Tasks - Job Information Elements and Job Info Variables Related topics: • Variable Properties • Standard Variables • Custom Job Info Variables Objectif Lune Inc.
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4.13 Selecting Documents in Tasks Which options do I have when selecting documents in an output or action task? The properties dialog box of some action and output tasks let you select documents. When you add a PlanetPress Fax output task to your process, for example, you must tell select PlanetPress Fax which document to use to create the fax. In most cases, you have three options: • You can choose nor PlanetPress • You can choose • You can choose Objectif Lune Inc.
Configurations, Processes and Tasks - Selecting Documents in Tasks A) Documents list box as displayed in two different properties dialog boxes. The None option (or passthrough option) always appears at the top of the list. Below is the dynamic document name box, which is in fact a variable property. Available documents are then listed in alphabetical order by document names. Available documents may be sort by clicking the list headings. Click the same heading again to resort the list in reverse order.
4.14 Sending Job Info Variables to Output Devices Can I send job info variables to output devices, such as printers? You can send the information stored in job info variables directly to the devices or software that generate your output. This is in fact the simplest way for PlanetPress Watch/Server to forward any available job information elements to any output device or application.
4.15 Working with Tasks in the PlanetPress Process Area What are some techniques I should know to work with tasks in the PlanetPress Watch/Server Process area? A process is nothing but a group of tasks intercepting data, possibly changing the source data, and finally sending output data to a given output location, application or device. Everything that happens in a processes is performed by a task.
Configurations, Processes and Tasks - Working with Tasks in the PlanetPress Process Area A) Dragging and dropping the Text condition branch over the SNMP condition branch. Note how the cursor changes to indicate that the drop location is valid. B) The result of operation performed on the left is that the Text condition is now placed before the SNMP condition branch. You can also copy branches, conditions and tasks by CTRL+dragging them.
Configurations, Processes and Tasks - Working with Tasks in the PlanetPress Process Area A) CTRL-Dragging the SNMP condition branch over the Text condition branch. B) The result of operation performed on the left is that a new SNMP condition branch now appears before the Text condition branch. You can also paste the properties of task to another task of the same type. To do this, simply copy a task, then select another task of the same type and choose Paste properties from the right-click menu.
Configurations, Processes and Tasks - Working with Tasks in the PlanetPress Process Area Finally, you can perform all the available cut and paste operations, except for drag-and-drop, between the various processes included in your configuration. For example, you can cut a condition from a process, switch to another process and paste the condition to this other process.
4.16 Adding Branches Why are there two ways to add new branches and what is the difference between both methods? The PlanetPress Watch/Server Configuration program offers two different commands when it comes to adding new branches to a process: • You can simply add a new branch ending with an unknown task. • You can add a new branch by moving the selected task, branch, condition or comment and all its children to the new branch.
Configurations, Processes and Tasks - Adding Branches A) Main branch of a given process. B) If you select the Add/Remove Text task on the main branch and choose the Insert | Branch command, PlanetPress Watch/Server Configuration adds a new branch above the selected task.
Configurations, Processes and Tasks - Adding Branches Note that the order in which tasks are performed may or may not have an impact on the outcome of the process as a whole. It goes without saying the order is very important when some tasks depend on processing done by other tasks included in the same process. For detailed instructions on how to add branches, refer to Insert a Branch or Branch from Here. For information on how conditional branches are added, refer to Conditions.
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4.18 Adding Tasks How are tasks added to a PlanetPress Watch/Server process? To add a task, you typically select a task or branch and use the Insert menu. The new task is typically added above the selected task. This behavior differs in two cases: if you select an unknown input task and add an input task, or if you select an unknown output task and add an output task. In both cases, the added task replaces the unknown task instead of being added above it.
4.19 Editing Tasks or Branches How can I edit the properties of existing tasks or branches? Only when you add a task is a dialog box displayed to let you configure its properties. But you can change the properties associated with any task or branch at any time to fine tune your process. You may even do it while your process is running in Debug mode. For instructions on how to edit a branch, refer to Edit Branch Settings. For information on how to edit a task, see Edit a Task.
4.20 Adding Comments What purpose do comments serve in PlanetPress Watch/Server? Comments do not do anything as such, but they can be used for various purposes: • You can use them to map out the various functions you want your process to perform. Imagine adding a number of branches to a process and at the same time adding comments reminding you what the purpose of each one will be. • They may be used to remind you of various considerations having to do with the tasks included in your process.
4.21 Replacing Tasks, Conditions, Branches or Comments How can I replace existing tasks, conditions, branches or comments? When you want to add a given task, condition, branch or comment to a process, you may simply do so, but you also have the option to replace existing items using the Edit menu’s Replace command. Although you would typically replace a task by another task, you may also replace any item by any other item, regardless of their nature.
4.22 Removing Tasks and Branches How can I remove tasks and branches and what is the impact on the process? All the tasks in a process cannot be removed the same way. Most of the tasks included in a process can be removed simply by pressing a keyboard key for instance, but initial input tasks and output tasks cannot be removed this way. There are two ways to remove branches, each leading to different results: • You can remove a selected branch. This deletes the branch with all its tasks.
Configurations, Processes and Tasks - Removing Tasks and Branches A) Original process. B) Tasks and branches located to the right of the selected (greyed) branch. C) Tasks and branches located below the selected branch. D) The process after the Delete key was pressed while the first branch in the original process was selected. E) The process after the Shift+CTRL+Delete key combination was pressed while the first branch in the original process was selected.
4.23 Cutting and Pasting, or Copying and Pasting Tasks and Branches How can I cut and paste, or copy and paste tasks and branches ? When you want to add, remove or move a given task or branch, you may simply do so (see Adding Tasks and Removing Tasks and Branches), but you also have the option to cut and paste, or copy and paste tasks and branches between different processes.
4.24 Moving Tasks, Branches and Comments Using Drag-and-Drop What is the simplest way to move tasks, branches and comments? When you want to move a given task, branch or comment, the simplest way is to use drag-and-drop. Note that contrary to the cut and paste method, the drag-and-drop method only lets you paste tasks, branches and comments to the current process.
Configurations, Processes and Tasks - Moving Tasks, Branches and Comments Using Dragand-Drop • • • • • • Adding Comments Replacing Tasks, Conditions, Branches or Comments Removing Tasks and Branches Cutting and Pasting, or Copying and Pasting Tasks and Branches Duplicating Tasks, Branches and Comments Using Drag-and-Drop Copying and Pasting Properties between Task, Conditions or Comments Objectif Lune Inc.
4.25 Duplicating Tasks, Branches and Comments Using Drag-and-Drop What is the simplest way to duplicate tasks, branches and comments? When you want to duplicate a given task, branch or comment, the simplest way is to use drag-and-drop. Note that contrary to the copy and paste method, the drag-and-drop method only lets you duplicate tasks, branches and comments within the current process. When you duplicate a branch, all its tasks are also duplicated.
4.26 Copying and Pasting Properties between Task, Conditions or Comments Can I paste properties between tasks, conditions or comments? When you want replace a given task, you may simply do so, but you also have the option to copy a task and paste its properties to other tasks, even if they are in different processes. Pasting all the properties of a task onto a task of a different type is the equivalent of pasting the task itself. Note that you can also paste only the On Error properties.
4.27 Disabling and Enabling Tasks and Branches Can I ignore tasks and branches and then decide to use them again? PlanetPress Watch/Server lets you ignore individual tasks, branches or conditions. • When a task is disabled, it is not performed by PlanetPress Watch/Server. • When a branch is disabled, all the tasks appearing on the right side of the branch are also ignored. In the case of conditional branches, this means that the tasks appearing on the True side are ignored.
5 Data in PlanetPress Watch PlanetPress Watch/Server is a versatile tool that can capture various types of data files and dispatch this data to various PlanetPress Design documents. To fully understand PlanetPress Watch/Server and how it treats data, you must understand how it is integrated into PlanetPress Design.
5.1 Multiple Sample Data Files A single PlanetPress Watch/Server configuration can incorporate multiple “data streams”. What this means is that a single configuration can receive differently structured data files from various sources and that it can send those data files to various PlanetPress Design documents.
5.2 Detailed Directions This section contains detailed procedures that explain how to use sample data in PlanetPress Watch/Server. It contains the following topics: • • • • • • Use the Data Selector (Page 117) Choose a Line Printer, CSV, ASCII, Channel Skip or XML Sample Data File (Page 120) Choose a Database Type Sample Data File (Page 120) Reopen a Sample Data File (Page 122) Add or Edit Data Selections (Page 123) Get Data (Page 124) 5.2.
Data in PlanetPress Watch - Detailed Directions 2. Adjust the following options as required. Note that none of the these options are enabled when an XML sample data file is selected and that only the View size option is enabled when a database sample data file is selected. View size: Use to adjust the size of the cells in the Data Pane. Show used cells: Select to display cells that contain data with a specific background color (as indicated in the Color box below).
Data in PlanetPress Watch - Detailed Directions 3. Adjust the font the Data Selector uses to display data in the Data Pane (see below). Note that the font cannot be changed when an XML sample data file is selected. To set the font the Data Selector uses: 1. In the Data Selector, click the Selector Options tab. 2. Click Select Font. The Font dialog box appears. 3. In the Font dialog box, set the following font options. Font: Select the font you want to use to display the sample data file in the Data Pane.
Data in PlanetPress Watch - Detailed Directions • Add or Edit Data Selections (Page 123) • Get Data (Page 124) 5.2.2 Choose a Line Printer, CSV, ASCII, Channel Skip or XML Sample Data File The procedure below describes how to choose a Line Printer, CSV, ASCII, Channel Skip or XML type sample data file for a given process. To choose a database type sample data file, refer to Choose a Database Type Sample Data File (Page 120).
Data in PlanetPress Watch - Detailed Directions To choose a database sample data file: 1. Select the process with which you want to associate the sample data file. 2. Choose Debug | Sample Data File | Select. The Data Selector opens. 3. Click (this button should appear to the right of the Sample data file box—if a different button is displayed, choose the Database option in the Emulation box). The Database Connection dialog box appears. Database 4.
Data in PlanetPress Watch - Detailed Directions Split data page 13. Set the options that will determine how the data file should be broken up into multiple pages: In the first box, select the initial condition used to determine when to end the current data page and to start a new one. Refer to the settings used to create the document to which the process’ output tasks will be sending data.
Data in PlanetPress Watch - Detailed Directions Related topics: • • • • • Use the Data Selector (Page 117) Choose a Line Printer, CSV, ASCII, Channel Skip or XML Sample Data File (Page 120) Choose a Database Type Sample Data File (Page 120) Add or Edit Data Selections (Page 123) Get Data (Page 124) 5.2.5 Add or Edit Data Selections To add data selections you create references to specific data within the sample data file. At runtime, these references are used to find information within the actual data.
Data in PlanetPress Watch - Detailed Directions Related topics: • • • • • Use the Data Selector (Page 117) Choose a Line Printer, CSV, ASCII, Channel Skip or XML Sample Data File (Page 120) Choose a Database Type Sample Data File (Page 120) Reopen a Sample Data File (Page 122) Get Data (Page 124) 5.2.6 Get Data The Get data command can be used to copy data from the sample data file to any edit box (any box that you can use to manually enter information within a dialog box).
6 Input Tasks Input tasks retrieve data from watched source locations and pass it to subsequent processing tasks and eventually to output tasks.
6.1 Detailed Directions This section contains detailed information on the properties of the available input tasks.
Input Tasks - Detailed Directions Nothing: Select to limit those messages used by this task to those that do not specify any subject. “From” contains: Select to limit those messages used by this task to those that are sent from a specific address. The address you enter in the box below can include variables and wildcards. “To” contains: Select to limit those messages used by this task to those that are sent to a specific address. The address you enter in the box below can include variables and wildcards.
Input Tasks - Detailed Directions GENERAL TAB Input folder: Enter the path of the folder that contains the files you want listed. Sorted by: Select either Name or Modified date, depending on how you want the list top be sorted. File mask: Edit the default filename mask (*.*) if you want only some of the files present in the folder to appear in the list. List files in sub-directories also: Select this option if you want the task to list any files present in subfolders of the selected input folder. 6.1.
Input Tasks - Detailed Directions General tab Folder: Enter the full path of the folder from which the input files are to be taken. Masks: Enter a single or multiple file names or use file name masks. Use semi-colons (;) to separate names or masks. Note that if you leave the default mask, the task will retrieve every file in the selected folder.
Input Tasks - Detailed Directions FTP input task properties are as follows: General tab FTP Server: Enter the IP address or host name of the FTP server to poll. User name: Enter the name of a user account on the FTP server. Password: If account named in the User name box is password protected, enter the password here. Directory: Enter the path of the folder to poll on the FTP server. If this box is left empty, PlanetPress Watch/Server will poll the root directory. Masks: Enter a single file name mask.
Input Tasks - Detailed Directions General tab URL: Enter the URL of the HTTP server from which the file must be downloaded. Since this is a variable property box, variables may be used, as well as the Get Data and Select Data commands. Note that when PlanetPress Watch/Server connects to a secure page, an SSL (Secure Socket Layer) connection is automatically used. Server requires authentication Check this option if the HTTP server requires user authentication. This enables the following options.
Input Tasks - Detailed Directions PlanetPress Watch/Server also sends back HTTP status codes with every reply. In case of an error, a generic "500 Internal Server Error" status code is returned and the response file sent to the server contains whatever text was entered in the HTTP Input Task Properties dialog box. To simplify file format handling, PlanetPress Watch/Server converts the input files it receives, including any attached files, to XML.
Input Tasks - Detailed Directions General tab Create File: Enter the text to use as the data. You can use the pop-up menu to select variables and control characters.
Input Tasks - Detailed Directions • Telnet Input Task Properties (Page 134) • WinQueue Input Task Properties (Page 135) 6.1.9 Serial Input Task Properties Serial input tasks receive files sent to a serial port on the computer running PlanetPress Watch/Server. All the Serial input tasks in a PlanetPress Watch/Server configuration share the same general properties, which are configured through user options (see Serial Input Service User Options (Page 283)).
Input Tasks - Detailed Directions • Serial Input Task Properties (Page 134) • Telnet Input Task Properties • WinQueue Input Task Properties (Page 135) 6.1.11 WinQueue Input Task Properties WinQueue input tasks capture print jobs sent to a Windows printer queue. The jobs may originate from a local user or from remote users.
7 Output Tasks Each process must end with an output task, but a single process may also end in a number of output tasks, generating printouts, emails and faxes, for example.
7.1 Detailed Directions This section contains detailed information on the properties of the available output tasks. It contains the following topics: • • • • • • Printer Queue Output Task Properties (Page 137) Print Using a Windows Driver Output Task Properties (Page 138) FTP Output Task Properties (Page 139) Send Email Output Task Properties (Page 140) Send to Folder Output Task Properties (Page 142) Delete Output Task Properties (Page 145) 7.1.
Output Tasks - Detailed Directions Split job: Split job means that jobs will be split according to the criteria set in the Page delimiter group (see below) and that an equal share of the job file will be sent to each one of the selected printer queues. For a hundred page job, for example, if two queues were selected, each one will get 50 pages.
Output Tasks - Detailed Directions Print using a Windows driver output task properties are as follows: Printer queue: Select the queues to which you want to send the output. Note that this is a variable property box, so you can use various schemes to use printer queue names that change with each job at runtime. Properties: Click to change the current printer queue properties.
Output Tasks - Detailed Directions General tab FTP Server: Enter the IP address or host name of the FTP server. User name: Enter an FTP server user name. Password: Enter a password associated with the FTP server user name entered above. Directory: Enter the directory to which the job files are to be uploaded. If you leave this box empty, the job files are sent to the root directory of the FTP server. File name: Enter the name under which the output job file will be saved.
Output Tasks - Detailed Directions 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 Properties (Page 167)) with a Strip() function to strip them out. Message: Enter the content of the email message.
Output Tasks - Detailed Directions use authentication you must enter information in the Account name and Password boxes below. Account name: Enter the name of the account that PlanetPress Watch/Server is to use to send emails via the mail server. Password: Enter the password associated with the account name entered above.
Output Tasks - Detailed Directions Related topics: • • • • • • Printer Queue Output Task Properties (Page 137) Print Using a Windows Driver Output Task Properties (Page 138) FTP Output Task Properties (Page 139) Send Email Output Task Properties (Page 140) SOAP Client Task Properties (Page 143) Delete Output Task Properties (Page 145) 7.1.6 SOAP Client Task Properties SOAP Client tasks can be used as input, output and action tasks, although their basic function is to generate output.
Output Tasks - Detailed Directions General tab WSDL address: Enter the URL address of the WSDL file, or choose a previously selected address from the drop-down list. Get: Click to get the WSDL file from the SOAP server and populate the Service box below. Service: Choose an available Web service from this drop-down list to populate the Method box below. You may also enter the service name directly if the WSDL file cannot be found. Method: Choose an available method from this drop-down list.
Output Tasks - Detailed Directions Proxy address: Enter the IP address or name of the proxy server. Proxy port: Enter the number of the port to use to contact the proxy server. Use SOAP action group Select this option to use a SOAP action and to activate this group. SOAP action: Select the SOAP action to use.
8 PlanetPress Fax Use PlanetPress Fax to send faxes via PlanetPress Watch/Server. This section contains detailed information on: • PlanetPress Fax Output Task Properties (Page 147) • PlanetPress Fax User Options Objectif Lune Inc.
8.1 Detailed Directions This section contains detailed information on the PlanetPress Fax output task properties and user options. It contains the following topics: • PlanetPress Fax Output Task Properties (Page 147) • PlanetPress Fax User Options 8.1.1 PlanetPress Fax Output Task Properties PlanetPress Fax output tasks are used to make request to PlanetPress Fax, which creates faxes and sends them to a faxing program.
PlanetPress Fax - Detailed Directions General tab Host: Select the IP address of the PlanetPress Fax host to which you want the request to be sent. Refresh: Click to update the list of IP addresses displayed in the Host drop-down list box. Documents: Select a specific PlanetPress Design document if you want all the jobs to be faxed with that document. To use a document chosen at runtime for each job, enter a dynamic document name using a combination of text, variables and data selections.
9 PlanetPress Image Use PlanetPress Image to create image files which can then be archived or sent via email. This section contains detailed information on: • PlanetPress Image Output Task Properties (Page 150) • PlanetPress Image User Options (Page 155) Objectif Lune Inc.
9.1 Detailed Directions This section contains detailed information on the PlanetPress Image output task properties and user options. It contains the following topics: • PlanetPress Image Output Task Properties (Page 150) • PlanetPress Image User Options (Page 155) 9.1.1 PlanetPress Image Output Task Properties PlanetPress Image output tasks are used to make request to PlanetPress Image, which creates image files which it then archives or emails.
PlanetPress Image - Detailed Directions are reduced to grayscale if you select 8-bit here), while 24-bits produce full color images. For JPEG output, you cannot select a monochrome (1 bpp) color depth. For TIFF G3 and TIFF G4, monochrome (1 bpp) is the only Color depth option you can select. This property is enabled for all output types except PDF. Multi-page: Select to generate a single file containing multiple pages.
PlanetPress Image - Detailed Directions Subject: You may enter the subject of the document. Since this is a variable property box, you may use variables and data selections and let PlanetPress Watch/Server interpret this information at runtime. 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.
PlanetPress Image - Detailed Directions color downsampling process. Security group Permissions password: Enter a password in this box only if you want to prevent users who does not have this password from changing the security options of the generated PDF files. PDF open password: Enter a password in this box only if you want to prevent users who does not have this password from opening the generated PDF files. Allow printing: Select to let users print the generated PDF files.
PlanetPress Image - Detailed Directions Once more, if you chose Send Email in the General tab, use this tab to choose the appropriate email settings. 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.
PlanetPress Image - Detailed Directions Overview of the PDF/A and PDF/X Standards Introduction to PDF/A and PDF/X Standards PDF/A and PDF/X are standards that are specialized versions of the PDF document format for specific usage, specifically long-term archival and graphic art printing.
PlanetPress Image - Detailed Directions The available PlanetPress Image user options are as follows: PlanetPress Image 1 or logging tab Administrator’s address(es): Enter one or more system administrator email addresses to which error and other messages related to the creation of PDFs/images by PlanetPress Image are sent. Separate multiple email addresses with semi-colons (;).
PlanetPress Image - Detailed Directions PlanetPress Image 3 or network tab NetWare login group Select to enable the login-specific user options PlanetPress Image requires to access NetWare resources and to activate the related options. Note that if you select this option, you will be required to enter a username, password, and NDS tree. Username: Enter your NetWare username. This is the user the PlanetPress Image service uses to log in to the NetWare network at runtime.
10 Action Tasks Use action tasks in PlanetPress Watch/Server to perform a wide variety of operations. PlanetPress Watch/ Server includes more action tasks then input and output tasks combined. Action tasks can even be used to input data and to output data. Action tasks can perform operations such as split a large data file into smaller—typically single client or single account—files.
10.1 Detailed Directions • This section contains detailed information on the properties of the available action tasks.
Action Tasks - Detailed Directions considered separately. Note that it is not possible to use search expressions that specify multiple data lines when this option is selected. Search whole file: Select if you want the entire data stream to be searched as if it were a single string of text. When this option is selected, PlanetPress Watch/Server loads the entire file in memory. It offers more flexibility, since search expressions may span across multiple lines and may result in more successful hits.
Action Tasks - Detailed Directions • All before occurrence: All occurrences of the search string will be replaced until the specified number of occurrences has been reached. Specifying 5 occurrences, for instance, means that the four first occurrences will be replaced. Replace with: Enter the string that must be used as the replacement sting when a match is found. This is also a variable property box. Related topics:a • Search and Replace Action Task Properties 10.1.
Action Tasks - Detailed Directions Use options from this group to customize the data file generated by the PlanetPress Database action task. Output file emulation: Select the emulation corresponding to the type of output file you want the PlanetPress Database action task to generate. CR-LF replacement: If you want CR-LF (Carriage Return-Line Feed) characters within the data file to be replaced by another character, use this box to indicate which character to use.
Action Tasks - Detailed Directions Create data pages as follows: Select the option used to generate the data pages. Each data page created using the table or query selected above (Table/Query box) can contain a single record, a fixed number of records, or a variable number of records. To choose the last option, select one of the When [field name] changes listed in this box.
Action Tasks - Detailed Directions • • • • • • • • • • • • • • • • • • • • • • • • • Database Splitter Action Task Properties (Page 186) In-Stream Splitter Action Task Properties (Page 178) Add Document Action Properties (Page 192) Add/Remove Text Action Properties Change Emulation Action Task Properties (Page 195) Create VDX Action Task Properties (Page 198) Digital Imaging Action Task Properties (Page 201) Digital Signature Action Task Properties (Page 205) Download to Printer Action Task Properties (Pag
Action Tasks - Detailed Directions Verification only: Select to prompt PrintForm to verify the data and not actually process it. This option is typically used for testing purposes. Add time-of-day to processing messages: Select to add the date and time to any messages PrintForm issues. This option is only valid if the No stop on warning or error option is also selected. It is typically used along with the Record messages in a log file option below.
Action Tasks - Detailed Directions PSMail tab File name: Select a specific PrintShop Mail document if you want all the jobs to be printed with that document. To use a document chosen at runtime for each job, enter a dynamic document name using a combination of text, variables and data selections. To enable the dynamic document name box, click inside it. To disable it, press Enter.
Action Tasks - Detailed Directions General tab New file name: Enter the job file’s new name. In this variable property box, you may enter static characters, variables, job information elements, data selections, or any combination of these.
Action Tasks - Detailed Directions General tab Script running from: Select the location of the script to execute. If you select Embedded script, use the Script field to enter your script. If you choose Script file, two new options are displayed. Script filename and path: Select an external script file with the Browse button. Language: Specify the language of the external script. Script: Enter your script. The default scripting language when a new task is added is VBScript.
Action Tasks - Detailed Directions Replace with: Enter the string of data to use as a replacement. Since this is also a variable property box, the same as above applies. 10.1.8 Send Images to Printer Action Task Properties Send Images to Printer action tasks are used to warn printers that the files that will be sent to them are to be stored rather than printed.
Action Tasks - Detailed Directions Print confirmation page: Select to print a confirmation page on each one of the selected printers after an image has been successfully received.
Action Tasks - Detailed Directions Separator string: This option is used to add a separator string between the content of each file when the Concatenate files option is selected.
Action Tasks - Detailed Directions Related topics: • • • • • • • • • • • • • • • • • • • • • • • • • • • • In-Stream Splitter Action Task Properties (Page 178) Emulated Data Splitter Action Task Properties (Page 182) XML Splitter Action Task Properties (Page 184) Database Splitter Action Task Properties (Page 186) In-Stream Splitter Action Task Properties (Page 178) Add Document Action Properties (Page 192) Add/Remove Text Action Properties Change Emulation Action Task Properties (Page 195) Create VDX Act
Action Tasks - Detailed Directions • • • • • • • • • • • • • • • • • • • • • • • Add Document Action Properties (Page 192) Add/Remove Text Action Properties Change Emulation Action Task Properties (Page 195) Create VDX Action Task Properties (Page 198) Digital Imaging Action Task Properties (Page 201) Digital Signature Action Task Properties (Page 205) Download to Printer Action Task Properties (Page 207) External Program Action Task Properties (Page 208) Load External File Action Task Properties Loop Acti
Action Tasks - Detailed Directions • • • • • • • • • • • • • • • • • • • • • Change Emulation Action Task Properties (Page 195) Create VDX Action Task Properties (Page 198) Digital Imaging Action Task Properties (Page 201) Digital Signature Action Task Properties (Page 205) Download to Printer Action Task Properties (Page 207) External Program Action Task Properties (Page 208) Open XSLT Action Task Properties (Page 210) Load External File Action Task Properties Loop Action Task Properties (Page 209) Databa
Action Tasks - Detailed Directions Font size difference: Indicates the smallest acceptable factor between minimum and maximum font size within one line. A value of 0.60 means that with a ratio from minimum to maximum font size (in points), that is less than 0.60, two text passages are not recognized as belonging together. For example, if two text passages are formatted with different font sizes. Passage 1 with 10, passage 2 with 18 point. The ratio 0.56 is smaller than the adjusted value 0.60.
Action Tasks - Detailed Directions Character per inch (CPI): The number of individual characters per inch on a line of text. Line per inch (LPI): The number of lines of text per inch.
Action Tasks - Detailed Directions 10.1.15 Create PDF Action Task Properties The new Create PDF plugin allows users running either PlanetPress Office or PlanetPress Production to create native PDF outputs without an active PlanetPress Imaging license. PDFs created with the new Create PDF plugin will effectively replace the current data file in any given process using such a plugin.
Action Tasks - Detailed Directions ▪ Allow content copying ▪ Allow form filling • Font ▪ Embed all fonts ▪ Subset embedded fonts • Open options ▪ Zoom factor: Fit in window ▪ Default view: Page only 10.1.16 In-Stream Splitter Action Task Properties In-Stream Splitter action tasks are used to split non-emulated data files into multiple data files that are passed to subsequent tasks in the process. Note that performing the splitting process on raw, non-emulated data speeds up the splitting process.
Action Tasks - Detailed Directions line that precedes the line on which the search word is found. Before: If you entered a value other than 0 in the Where to split box, select this option if you want to split the file a given number of lines before the search word. After: If you entered a value other than 0 in the Where to split box, select this option if you want to split the file a given number of lines after the search word.
Action Tasks - Detailed Directions 10.1.18 PDF Splitter Action Task Properties PDF Splitter action tasks are used to split emulated PDF data files into multiple data files that are passed to subsequent tasks in the process.
Action Tasks - Detailed Directions Where to split: By default, the task splits the file at the beginning of the line on which the condition is met (the default value is 0). If you want the task to split the file a certain number of lines before or after that line, enter a value other than 0 in this box. Enter 1, for example, to split the file at the beginning of the line that precedes the line on which the condition is met.
Action Tasks - Detailed Directions Process: The name of the target process to send current job to. Note that startup and subprocesses are not available. Note: The called process will escape its first node, the input task, since its data, job files and job information come from the calling process. This implies escaping the called process's default job information as well as its process schedule, since the first node is simply never executed, and those values are never initialized. 10.1.
Action Tasks - Detailed Directions To column: Enter a value corresponding to the last column in which the splitter must start searching for the word. Match case: Select to force the splitter to match the character casing. Note that this setting applies both to the Specific Word and Word change options. If this option is selected, “DAY” and “Day” will not be considered as matching the search string “day”. Trim selection: Select to force the splitter to strip empty trailing characters.
Action Tasks - Detailed Directions Related topics: • • • • • • • • • • • • • • • • • • • • • • • • • • • • In-Stream Splitter Action Task Properties (Page 178) XML Splitter Action Task Properties (Page 184) Database Splitter Action Task Properties (Page 186) PDF Splitter Action Task Properties (Page 180) Add Document Action Properties (Page 192) Add/Remove Text Action Properties Change Emulation Action Task Properties (Page 195) Create VDX Action Task Properties (Page 198) Digital Imaging Action Task Prope
Action Tasks - Detailed Directions The following options are only displayed when the Standard XML splitter option is selected in the Split method box. Condition node path: In the tree view, select the XML node to consider to determine when to split the file. To indicate whether you want the file to be split whenever this node is encountered or whenever the information in this node changes, see the Condition group below.
Action Tasks - Detailed Directions These variables will be replaced by the correct information at runtime. XSLT file: Click to add the {XSLTFILE} variable to the command prompt displayed in the box above. Data file: Click to add the {DATAFILE} variable to the command prompt displayed in the box above. Output file(s): Click to add the {OUTPUTFILE} variable to the command prompt displayed in the box above. Browse button: Click this button and browse to select the XSLT engine you want the XML splitter to use.
Action Tasks - Detailed Directions database field (the value in the ClientID field changes, for example). Field value condition: Select if you want the file to be split based on a condition set for the values of a selected database field (the value in the Order field equals 1, for example). Field count: Select if you want the file to be split whenever a given number of pages or data pages has been reached.
Action Tasks - Detailed Directions • • • • • • • • • • • • • • • • • • • • • • Change Emulation Action Task Properties (Page 195) Create VDX Action Task Properties (Page 198) Digital Imaging Action Task Properties (Page 201) Digital Signature Action Task Properties (Page 205) Download to Printer Action Task Properties (Page 207) External Program Action Task Properties (Page 208) Load External File Action Task Properties (Page 179) Loop Action Task Properties (Page 209) Open XSLT Action Task Properties (Pag
Action Tasks - Detailed Directions Word is between lines group From and To: Enter a vertical search region defined as starting from a given line and ending at a given line. If you enter 1 in the From box and 1 in the To box, the Generic Splitter will search for the string of characters entered above only in the first line of every page. If you enter 1 in the From box and 10 in the To box, the Generic Splitter will search in the ten first lines of every page.
Action Tasks - Detailed Directions Before or after: In the previous box, you entered exactly where you wanted to split the file, here is where you specify whether you want the split before or after. Split when word changed: You may not want to split the file every time the string of characters entered above changes, but only every other time, or every third time. If so, enter the number of times in this box.
Action Tasks - Detailed Directions Consider case: Select to force the Generic Splitter to match the character casing of the string of the values appearing in the selected database field. If this option is selected, “DAY” and “Day” will not be considered as matching the search string “day”. Where to split group Pages or records: Enter exactly where to split the file.
Action Tasks - Detailed Directions Where to split group Lines: Enter exactly where to split the file. Enter 1 to split the file 1 line before or after the string, 2 to split the file 2 lines before or after the string, or 0 to split the file immediately before or after the string. Before or after: In the previous box, you entered exactly where you wanted to split the file, here is where you specify whether you want the split before or after.
Action Tasks - Detailed Directions To disable it, press Enter. Note that in the later case, you must be certain that the documents that will be chosen at runtime will in fact be available locally. Note that you cannot select None since this is an Add Document action task. Add job information to the document: Select to prompt PlanetPress Watch to add the available job information elements in the header of the generated file. Note that this option is only enabled if a document was selected.
Action Tasks - Detailed Directions Remove: Select if you want the task to remove content from the job file. Content: Select what the task will actually add or remove. Select Text file to add the whole content of a text file to the beginning or end of the job file. Select Characters to add the string of characters entered in the Characters box to the beginning or end of the job file, or to remove a given number of characters from the beginning or end of the job file.
Action Tasks - Detailed Directions Related topics: • • • • • • • • • • • • • • • • • • • • • • • • • • • • In-Stream Splitter Action Task Properties (Page 178) Emulated Data Splitter Action Task Properties (Page 182) XML Splitter Action Task Properties (Page 184) Database Splitter Action Task Properties (Page 186) In-Stream Splitter Action Task Properties (Page 178) Add Document Action Properties (Page 192) Change Emulation Action Task Properties (Page 195) Create VDX Action Task Properties (Page 198) Digi
Action Tasks - Detailed Directions defined emulation. Further note that if you remove characters in a CSV emulation, you should ensure that you do not inadvertently remove field or text delimiters. Add/remove lines: Enter the number of lines to add to, or remove from, the head of the data stream, or use the spin buttons to increment or decrement the value. Positive values add lines; negative values remove lines. This is useful when one or more lines of input data precede the start of the first data page.
Action Tasks - Detailed Directions Field delimiter: Enter the character that separates the fields of each record in the input data. If you want to use a tab as a delimiter, select Set tab as field delimiter. If you want to use a backslash character (\) as a delimiter, you must precede it with another backslash character (thus you would enter \\). You can also specify an ASCII character using its octal value preceded by a backslash (for example, \041 is the exclamation mark character [!]).
Action Tasks - Detailed Directions • • • • • • • • • • • • • • • • • • • • • • • • • • XML Splitter Action Task Properties (Page 184) Database Splitter Action Task Properties (Page 186) In-Stream Splitter Action Task Properties (Page 178) Add Document Action Properties (Page 192) Add/Remove Text Action Properties Create VDX Action Task Properties (Page 198) Digital Imaging Action Task Properties (Page 201) Digital Signature Action Task Properties (Page 205) Download to Printer Action Task Properties (Page
Action Tasks - Detailed Directions Use VDX as new data stream: Select to pass the VDX document generated by this task to the following task. Use original data stream (with no document): Select to pass only the data received by this task to the following task. The VDX document generated by this task is therefore only saved to the archive folder (see below).
Action Tasks - Detailed Directions Related topics: • • • • • • • • • • • • • • • • • • • • • • • • • • • • In-Stream Splitter Action Task Properties (Page 178) Emulated Data Splitter Action Task Properties (Page 182) XML Splitter Action Task Properties (Page 184) Database Splitter Action Task Properties (Page 186) In-Stream Splitter Action Task Properties (Page 178) Add Document Action Properties (Page 192) Add/Remove Text Action Properties Change Emulation Action Task Properties (Page 195) Digital Imaging
Action Tasks - Detailed Directions General tab Zip file name: Enter the name of the zipped file. In this variable property box, you may enter static characters, variables, job information elements, data selections, or any combination of these. Output folder: Enter the name of the folder in which you want the decompressed files to be stored. File mask: Enter a file name mask to specify which files must be decompressed. Leave the default value of *.* to decompress all the files found within the zip.
Action Tasks - Detailed Directions information elements in the header of the generated file. Note that this option is only enabled if a document was selected. Output type: Select the image file type. If you select PDF, the DPI and Color Depth options (see below) are disabled and the options available in the PDF tab are enabled. JPEG is a lossy compression image format that creates small files, compressing continuous tone images (such as scanned photographs) well.
Action Tasks - Detailed Directions PDF Tab The options available in this tab are only relevant if you chose PDF as the output type in the General tab. Job options: Select the PDF output option that best describes your needs. This loads all the standard settings for the selected usage scenario. These settings can be changed as required. Note that if you make changes and then select a different output option, your changes will be lost.
Action Tasks - Detailed Directions with a pixel of the average shade. Select Subsample to use a pixel in the center of the sample area and replace the entire area with that pixel value. This method is significantly faster, but results in images that are less smooth. Select Bicubic to use a weighted average to determine pixel shades. This method is the slowest but most precise and results in the smoothest tonal gradations. Grayscale resolution: Select the resolution to use for grayscale images.
Action Tasks - Detailed Directions viewer) to open the generated PDF. Choose the Fit in window option to display the entire page using the available screen space, or choose a percentage of the actual document size. View options: Select the information you want Adobe Acrobat or Adobe Reader (or other PDF viewer) to display with the generated PDF. Select Page only to leave the tabs area to the left of the PDF pages empty.
Action Tasks - Detailed Directions that file. Your private key file is a file that you have generated using your security certificate. Key Password: Enter the password to tour private key file. Private Key Configuration group Signature Information: Select to enter information that will be included in the document’s signature. Name: Enter the name that you want to appear in the signature information. Location: Enter the location of the signing. Reason: Enter the reason for signing the document.
Action Tasks - Detailed Directions • • • • • • • • • • Rename Action Task Property (Page 166) Run Script Action Task Properties (Page 167) Search and Replace Action Task Properties Advanced Search and Replace Action Task Properties (Page 159) Send Images to Printer Action Task Properties (Page 169) Send to Folder Action Task Properties (Page 170) Standard Filter Action Task Properties (Page 172) Set Job Infos and Variables Action Task Properties (Page 171) Translator Action Task Properties (Page 173) Windo
Action Tasks - Detailed Directions • • • • • • • • • • • • • • • • • • • Digital Imaging Action Task Properties (Page 201) Digital Signature Action Task Properties (Page 205) External Program Action Task Properties (Page 208) Load External File Action Task Properties Loop Action Task Properties (Page 209) Open XSLT Action Task Properties (Page 210) Database Action Task Properties (Page 161) PrintForm Action Task Properties (Page 164) PrintShop Mail Action Task Properties (Page 165) Rename Action Task Prope
Action Tasks - Detailed Directions • • • • • • • • • • • • • • • • • • • • • • • Add Document Action Properties (Page 192) Add/Remove Text Action Properties Change Emulation Action Task Properties (Page 195) Create VDX Action Task Properties (Page 198) Digital Imaging Action Task Properties (Page 201) Digital Signature Action Task Properties (Page 205) Download to Printer Action Task Properties (Page 207) Load External File Action Task Properties Loop Action Task Properties (Page 209) Open XSLT Action Task
Action Tasks - Detailed Directions • • • • • • • • • • • • • • • • • • • • • Change Emulation Action Task Properties (Page 195) Create VDX Action Task Properties (Page 198) Digital Imaging Action Task Properties (Page 201) Digital Signature Action Task Properties (Page 205) Download to Printer Action Task Properties (Page 207) External Program Action Task Properties (Page 208) Load External File Action Task Properties Open XSLT Action Task Properties (Page 210) Database Action Task Properties (Page 161) Pr
Action Tasks - Detailed Directions • • • • • • • • • • • • • • Load External File Action Task Properties Loop Action Task Properties (Page 209) PrintForm Action Task Properties (Page 164) PrintShop Mail Action Task Properties (Page 165) Rename Action Task Property (Page 166) Run Script Action Task Properties (Page 167) Search and Replace Action Task Properties Advanced Search and Replace Action Task Properties (Page 159) Send Images to Printer Action Task Properties (Page 169) Send to Folder Action Task Pr
11 Using Conditions In the Process area, conditional branches appear with their associated condition, allowing you to understand the logic of the whole process at a glance. A) Branch condition. Objectif Lune Inc.
11.1 Detailed Directions This section contains detailed information on the properties of the available conditions. It contains the following topics: • • • • • File Size Condition Properties (Page 213) File Name Condition Properties (Page 213) SNMP Condition Properties (Page 214) Text Condition Properties (Page 217) Time of Day Condition (Page 220) 11.1.1 File Size Condition Properties File Size conditions test the size of the job file they receive.
11.2 SNMP Condition Properties SNMP conditions test the state of printers as well as other SNMP compliant devices. This includes: • The basic status of a printer (idle, offline, out of paper, etc.). • The extended status of a printer or the status of any SNMP compliant device. A color laser printer with a management information base (MIB) that includes object identifiers (OIDs) that point to individual toner cartridges, for example, can let you test the status of each cartridge separately.
Using Conditions - SNMP Condition Properties General tab Parameters group Community: Enter the community name for the printer or other SNMP compliant device. The community name tells the device which rights to grant PlanetPress Watch/Server (required to perform the test). Most SNMP devices come with a public community name that usually grants read-only and/or read-write access. Consult either SNMP documentation or the device’s own documentation for further information.
Using Conditions - SNMP Condition Properties Test: Click to test communication with the device and the MIB OID number. Operator: Select the operator used to test the condition. Value: Enter a specific object status. Vendors of SNMP compliant devices sometimes list possible object states in their documentation. Invert condition result: Select to toggle the result of the whole SNMP condition (true becomes false and vice versa).
11.3 Text Condition Properties Text conditions can be used to perform two different types of tests: • To test the presence of a string within the job file. You can, for example, search for the string “Gold member” on the first line of the job file. As another example, you could search for a variable string retrieved via a job info variable or a data selection in a given location in the job file. • To compare two strings.
Using Conditions - Text Condition Properties General tab String: If you want to test the presence of a given string at a given location, enter the string in this box. If you want to compare two strings or perform a numeric comparison, enter the first string in this box. Note that you can enter either a static string, a variable or a data selection in this box. If you enter a variable, PlanetPress Watch/Server will retrieve the string from the variable before performing the comparison.
Using Conditions - Text Condition Properties • • • • File Size Condition Properties (Page 213) File Name Condition Properties (Page 213) SNMP Condition Properties (Page 214) Time of Day Condition (Page 220) Objectif Lune Inc.
11.4 Time of Day Condition Time of Day conditions test the current time and day. Using a time and day grid, you can select blocks that correspond to time and day coordinates. Various settings can be used to change time intervals, for instance, that range from 15 minutes to 24 hours. You may choose to use days or dates, and you may also select specific weeks or months.
12 Using Scripts Scripts can be used to perform various operations, such as to manipulate data, for example. PlanetPress Watch/Server can perform scripts written in six different scripting languages and also provides an interface for editing scripts.
12.1 Detailed Directions This section contains detailed information on various questions concerning scripts.
Using Scripts - Detailed Directions 2. To save the script using a different scripting language or under a different file format, make a selection in the Save as type drop-down list. 3. Navigate to the location where you want to save the exported script. 4. Enter the name of the script in the File name box. 5. To save the script using a different scripting language or under a different file format, make a selection in the Save as type drop-down list. 6. Click OK.
Using Scripts - Detailed Directions The first matching string is highlighted in the script. 4. To find the next matching string, choose Search | Find Again or pressing F3.
Using Scripts - Detailed Directions ▪ Click Replace All to replace all the strings that match the replacement settings. 4. To find and replace the next matching string, choose Search | Find Again or pressing F3. Once again, if you selected Prompt on replace, a dialog box opens to ask you whether to proceed with the replacement. You can OK to replace that string only, or you can click All to replace that string as well as every other string that matches the replacement settings.
Using Scripts - Detailed Directions • • • • • Find and Replace Strings in a Script (Page 224) Go to a Line in a Script (Page 225) Toggle Bookmarks (Page 226) Jump to Bookmarks (Page 226) Use Functions created for PlanetPress Watch/Server in Scripts (Page 227) 12.1.7 Toggle Bookmarks Bookmarks help you identify and jump to specific places within your script (see Jump to Bookmarks (Page 226)).
Using Scripts - Detailed Directions • Use Functions created for PlanetPress Watch/Server in Scripts (Page 227) 12.1.9 Use Functions created for PlanetPress Watch in Scripts You can integrate functions that were created especially for PlanetPress Watch/Server directly into your own scripts. For example, you can add the PW_GetJobFileName function in your script to access a data file currently running in a process, and let your script manipulate the data.
12.2 PDF Scripting Tools API • AlambicEdit Library Reference Objectif Lune Inc.
12.3 SOAP Server API Reference PlanetPress Suite offers a SOAP server API Reference allowing jobs to be submitted from third party application using the SOAP protocol. Remember that SOAP stands for Simple Object Access Protocol. While there are multiple possibilities for solutions using a SOAP server implementation, the SOAP Server API Reference is specifically for submitting jobs from a SOAP client.
Using Scripts - SOAP Server API Reference of the PlanetPress Suite process (for instance, if the process creates a PDF and sets it as the current job file, the PDF is the file that gets returned to the calling SOAP client). Notes • The SubmitJob method only returns a file if the PlanetPress Suite process contains a SOAP Input task. • If ReturnJobFile is set to true, the schedule options of the process should be set to a pooling lower than four seconds, so the client application gets a timely response.
Using Scripts - SOAP Server API Reference based on their authentication credentials. Parameters • Username – String containing the username. • Password – String containing the password. This value is case sensitive. Return Value • GetProcessListResult - Structure containing the following information: • Success – Integer indicating the system-defined Success/Error level of the operation. A result of 0 means that the operation was successful.
Using Scripts - SOAP Server API Reference 12.3.5 SOAP API - GetSOAPProcessList Syntax GetSOAPProcessList (Username, Password) : GetSOAPProcessListResult Description The GetSOAPProcessList function will allow users to request the list of PlanetPress Suite processes that contain a SOAP Input plug-in with the SOAP action name. This is useful when working with the SubmitJob API since it requires a SOAPActionName. Parameters • Username – String containing the username.
Using Scripts - SOAP Server API Reference Note: If both FirstPage and LastPage are set to 0, the entire data file is used. 12.3.7 SOAP API - SubmitJobInfStruc SubmitJobInfStruc Structure containing any required information to prepare the file for a valid insertion into a PlanetPress Suite process. • VariableList – Array of complex type, containing pairs of variable name and variable value.
12.4 Using Dot Notation Which Dot Notation methods can I use in the PlanetPress Suite Workflow Tools? The PlanetPress Suite Workflow Tools scripting supports the use of dot notation when calling an object and one of its methods. The PlanetPress Workflow Tools automation object has the following methods: See "Watch.ShowMessage" (Page 234) See "Watch.GetJobFileName" (Page 234) See "Watch.GetOriginalFileName" (Page 234) See "Watch.InputBox" (Page 235) See "Watch.GetJobInfo" (Page 235) See "Watch.
Using Scripts - Using Dot Notation 12.4.4 Watch.GetMetaDataFilename Returns the complete path and file name of the metadata file associated with the current job file. Example s = Watch.GetMetaDataFilename Watch.ShowMessage(s) 12.4.5 Watch.InputBox Prompts the user to enter a string. The string is displayed as the window caption. You can specify a message that is displayed above the text box. This method is the same as PW_InputBox. Clicking OK returns the value entered by the user.
Using Scripts - Using Dot Notation Example watch.setjobinfo 3, "new value" 12.4.8 Watch.GetVariable Returns the string value of the corresponding variable name. Note that if an undeclared variable is called using this method, an error will be generated. Syntax Watch.GetVariable(Name: String): String Examples s = watch.GetVariable(“MyLocalVariable“) s = watch.GetVariable(“global.MyGlobalVariable“) 12.4.9 Watch.SetVariable Sets the variable to a specified string value.
Using Scripts - Using Dot Notation Example This example results in expanding the string of variables to “2005-02-17” where is a carriage return followed by a line feed. str = Watch.ExpandString("%y-%m-%d\n") 12.4.11 Watch.Log Creates messages that are added to the PlanetPress Suite Workflow Tools watch.log file. The PlanetPress Suite Workflow Tools watch.log file is located in ...\Program Files\PlanetPress Suite 7\PlanetPress Watch\Log\ppw[log date].log.
Using Scripts - Using Dot Notation Related topics: • Using and Editing Scripts (Page 0) • The Script Editor and XSLT Editor (Page 0) Objectif Lune Inc.
13 Printer Queues and Documents This section delves into the subjects of PlanetPress Watch/Server printer queues and PlanetPress Design documents.
13.1 Detailed Directions This section contains detailed information on various questions concerning printing.
Printer Queues and Documents - Detailed Directions Related topics: • • • • • • • • Windows Output Printer Queue Properties (Page 241) FTP Output Printer Queue Properties (Page 241) Send to Folder Printer Queue Properties (Page 242) Printer Queue Advanced Properties (Page 243) Add Resident Documents in the Configuration Components Area (Page 245) Associate Documents and PlanetPress Watch/Server Printer Queues (Page 245) Manually Update Documents (Page 247) Print a Test Page (Page 246) 13.1.
Printer Queues and Documents - Detailed Directions General tab FTP Server: Enter the IP address or host name of the FTP server. User name: Enter an FTP server user name. Password: Enter a password associated with the FTP server user name entered above. Directory: Enter the directory to which the print jobs are to be uploaded. If you leave this box empty, the job files are sent to the root directory of the FTP server. File name: Enter the name under which the print jobs will be saved.
Printer Queues and Documents - Detailed Directions • • • • • • • Windows Output Printer Queue Properties (Page 241) FTP Output Printer Queue Properties (Page 241) Printer Queue Advanced Properties (Page 243) Add Resident Documents in the Configuration Components Area (Page 245) Associate Documents and PlanetPress Watch/Server Printer Queues (Page 245) Manually Update Documents (Page 247) Print a Test Page (Page 246) 13.1.
Printer Queues and Documents - Detailed Directions • Manually Update Documents (Page 247) • Print a Test Page (Page 246) 13.1.6 Import Documents This procedure describes how to import variable content documents created in PlanetPress Design. Importing documents can be useful when transferring configurations between PlanetPress Watch/Server installations. To import documents into PlanetPress Watch/Server: 1. Choose File | Import Documents. The Import PlanetPress Design Document dialog box appears. 2.
Printer Queues and Documents - Detailed Directions The document is imported and displayed in the Configuration Components area. This physically installs the documents to the Documents folder relative to the install folder of PlanetPress Watch/Server. Related topics: • Import Documents (Page 244) • Add Resident Documents in the Configuration Components Area (Page 245) 13.1.
Printer Queues and Documents - Detailed Directions To assign documents to PlanetPress Watch/Server printer queues: 1. In the Documents group of the Configuration Components area, select either a single document or a group of documents. 2. Drag the selected documents over a PlanetPress Watch/Server printer queue. The selected document or the group of documents is associated with the printer queue. Each document keeps its default properties.
Printer Queues and Documents - Detailed Directions Related topics: • • • • • • • • LPR Output Printer Queue Properties (Page 240) Windows Output Printer Queue Properties (Page 241) FTP Output Printer Queue Properties (Page 241) Send to Folder Printer Queue Properties (Page 242) Printer Queue Advanced Properties (Page 243) Add Resident Documents in the Configuration Components Area (Page 245) Associate Documents and PlanetPress Watch/Server Printer Queues (Page 245) Manually Update Documents (Page 247) 13.
14 Scheduling PlanetPress Watch Processes Your configuration may include as many as 256 processes and each one of them may have its own schedule. This chapter contains information on processes and their basic settings. Each PlanetPress Watch/Server process has its own schedule and polling interval, which determines when the process is allowed to perform its initial input task.
14.1 Detailed Directions This section contains detailed information on PlanetPress Watch/Server process properties. It contains the following topic: • PlanetPress Watch/Server Process Options (Page 249) 14.1.1 PlanetPress Watch Process Options The Object Inspector lets you see and change only some of the properties associated with a process. To have access to the other properties, you must open the PlanetPress Watch/Server Process Options dialog box.
Scheduling PlanetPress Watch Processes - Detailed Directions Time division: Select the duration of each daily segment in the time grid. If you select 00:15, each segment will represent only 15 minutes and each day will be made up of 96 blocks (4 blocks per hour times 24 hours). If you select 24:00, each segment will represent an entire day.
15 Advanced Configurations and Options This chapter explains how you may expand PlanetPress Watch/Server as well as how to customize it to your own needs and preferences.
15.1 Key Concepts This section covers questions relating to PlanetPress Watch/Server Configuration program and plugin options. It contains the following topics: • • • • Multiple PlanetPress Suite Installations (Page 252) PlanetPress Watch/Server Configuration Program and Plugin Options Service Options Versus Properties (Page 255) Languages (Page 256) 15.1.
Advanced Configurations and Options - Key Concepts The dispatching of jobs over the Web multiplies even more the number of scenarios that can be imagined. If you have branches in many locations and if you regularly send faxes to you clients, for instance, consider the two scenarios: • You have a single instance of PlanetPress Fax running at your main office that sends faxes from that one location. Since you are in many cases faxing long distance, your telephone bill is very high.
Advanced Configurations and Options - Key Concepts Related topics: • PlanetPress Watch/Server Configuration Program and Plugin Options • Service Options Versus Properties (Page 255) • Languages (Page 256) Objectif Lune Inc.
15.2 Service Options Versus Properties Why are some tasks configured primarily through service options, while others through their properties? PlanetPress Watch/Server service options do not have the same impact on all existing tasks, so changing these options will change the way some tasks are performed and leave other tasks completely unchanged. The way some tasks are performed is determined by a combination of the task’s properties and the current options selected for the service performing the task.
15.3 Languages Can I use PlanetPress Watch/Server in various languages and can I enter information in any language? PlanetPress Watch/Server can be used in any of the five following languages: English, French, Spanish, German, or Japanese. The first time you use PlanetPress Watch/Server, it starts in the language used for the installation. You may change this setting as often as you like, but you need to restart the application every time you do so.
15.4 Detailed Directions This section contains detailed information on user options.
Advanced Configurations and Options - Detailed Directions 2. Select the images you want to delete. 3. Press the Delete key. 4. To close the Virtual Drive Manager, press Alt-F4. 15.4.2 Editor Options The Script Editor is used to edit scripts used in Run Script and the XSLT Editor is used to edit scripts used in Open XSLT action tasks. Most of the options listed below are valid for both editors. Those options which are only valid for a specific editor are identified as such.
Advanced Configurations and Options - Detailed Directions Editor Auto indent mode: Select to automatically position the insertion pointer under the first non-blank character of the preceding line when you press ENTER. Insert mode: Select to use Insert mode and clear to use Overwrite mode. In Insert mode, when you enter text, existing text shifts to accommodate it. In Overwrite mode, text you enter overwrites existing text. You can also press INSERT to toggle between the two modes.
Advanced Configurations and Options - Detailed Directions you can also use the arrow keys to move within the code without affecting the selected code. You must select the Enable selection option to use the Persistent blocks option. Overwrite blocks: Select to have any text you enter immediately after selecting a block of code replace that block of code. You must clear Persistent blocks and select Enable selection for this option to have an effect.
Advanced Configurations and Options - Detailed Directions Size: Use to select the font size the Editor uses to display the program code. A preview of the selected font, at the selected size, appears in the Sample box. Use monospace fonts only: Select to display only fixed width fonts in the Editor font dropdown list. Every character in a fixed width font occupies the same amount of space. Sample: Displays a preview of the font selected in the Editor font option, at the size selected in the Size option.
Advanced Configurations and Options - Detailed Directions Element list box: Select a script element in the Element list box, then edit the background and foreground color with which it is displayed, and/or its formatting attributes. Each element recognized for each scripting language, for example, a URL in a JavaScript script, is displayed with the properties you set. Foreground: Select the color that the element highlighted in the Element list box is displayed with in the Script Editor.
Advanced Configurations and Options - Detailed Directions Protocol options group Log all Winsock and network messages: Select to have PlanetPress Watch/Server keep a log of all Winsock and other network messages that occur through the LPR output. These messages are related to jobs being sent from PlanetPress Watch/Server to an LPD or LPD-compatible printer. Logs are kept in a Log folder relative to your install folder. They are named lprdate.log, where date is the current date in yyyymmdd numerical format.
Advanced Configurations and Options - Detailed Directions • • • • • HTTP Server Input User Options (Page 280) Serial Input Service User Options (Page 283) Telnet Input User Options (Page 284) FTP Output Service User Options (Page 285) Editor Options (Page 258) 15.4.4 Network Ports Settings The suggested network ports for the various components and plugins included in PlanetPress Watch/Server are described in this section. Objectif Lune Inc.
Advanced Configurations and Options - Detailed Directions Major Components and Services The port configuration for each PlanetPress Watch component is described in the following table. The port number assignments comply with Internet standards. If the PlanetPress Watch component is not active, the port is not used. Objectif Lune Inc.
Advanced Configurations and Options - Detailed Directions Component Protocol Local Port Remote Port Email Input (POP3 mode) TCP Default 1Value is greater than 1024 and is assigned by Windows XP. This is the default.
Advanced Configurations and Options - Detailed Directions Component Protocol Local Port Remote Port see footnote a. If the option is unchecked, the local port will be chosen from a range going from 721 to 731. PlanetPress Database TCP UDP SNMP Condition UDP or unknown4Contact your DBMS vendor to determine which ports are used by the ODBC driver for accessing a network database.
Advanced Configurations and Options - Detailed Directions • • • • • • • • • • • • • Object Inspector User Options (Page 272) Configuration Components Area User Options Default Configuration User Options (Page 273) Notification Messages User Options (Page 274) Sample Data User Options (Page 277) Network User Options (Page 278) Logging User Options (Page 277) HTTP Server Input User Options (Page 280) LPD Input User Options (Page 281) Serial Input Service User Options (Page 283) Telnet Input User Options (Pag
Advanced Configurations and Options - Detailed Directions • • • • • • • • • Sample Data User Options (Page 277) Network User Options (Page 278) Logging User Options (Page 277) HTTP Server Input User Options (Page 280) LPD Input User Options (Page 281) Serial Input Service User Options (Page 283) Telnet Input User Options (Page 284) FTP Output Service User Options (Page 285) LPR Output User Options (Page 262) 15.4.
Advanced Configurations and Options - Detailed Directions The User Options dialog box appears. 2. Expand the appropriate group if needed on the left-hand side, and click the name of the options you want to change. See below for detailed information on all the available options. 3. Once you have changed the options as required, click OK to close the dialog box.
Advanced Configurations and Options - Detailed Directions • FTP Output Service User Options (Page 285) • LPR Output User Options (Page 262) • Editor Options (Page 258) 15.4.8 General User Options Changes to the general user options are applied immediately. The available general user options are as follows: Colors group Variable properties: Select a color for the labels identifying variable property boxes. The default color is maroon.
Advanced Configurations and Options - Detailed Directions • • • • • • • • • • • • Notification Messages User Options (Page 274) Sample Data User Options (Page 277) Network User Options (Page 278) Logging User Options (Page 277) Messenger User Options (Page 267) HTTP Server Input User Options (Page 280) LPD Input User Options (Page 281) Serial Input Service User Options (Page 283) Telnet Input User Options (Page 284) FTP Output Service User Options (Page 285) LPR Output User Options (Page 262) Editor Option
Advanced Configurations and Options - Detailed Directions • • • • • • • • • • • • Notification Messages User Options (Page 274) Sample Data User Options (Page 277) Network User Options (Page 278) Logging User Options (Page 277) Messenger User Options (Page 267) HTTP Server Input User Options (Page 280) LPD Input User Options (Page 281) Serial Input Service User Options (Page 283) Telnet Input User Options (Page 284) FTP Output Service User Options (Page 285) LPR Output User Options (Page 262) Editor Option
Advanced Configurations and Options - Detailed Directions Use default configuration group Select this group to use default input and output tasks when you create a new process. If this group is not selected, each new process you will add will begin and end with unknown tasks. Default input task: Select an input task to use as the default input task when you add a new process. Click the Configure button located to the right of this box to set the properties of the selected input task.
Advanced Configurations and Options - Detailed Directions User mismatch: Select to have PlanetPress Watch/Server Configuration display a prompt when a different user opens PlanetPress Watch/Server Configuration. Task deletion: Select to prompt for confirmation when deleting a task. Document deletion: Select to have PlanetPress Watch/Server Configuration prompt for confirmation when deleting a document.
Advanced Configurations and Options - Detailed Directions PlanetPress Watch/Server 3 documents and job commands transfer: Select to have PlanetPress Watch Configuration display a prompt when you import a configuration from PlanetPress Watch Configuration 3.x that allows you to transfer documents and job commands.
Advanced Configurations and Options - Detailed Directions • LPR Output User Options (Page 262) • Editor Options (Page 258) 15.4.13 Sample Data User Options Sample Data user options control the way the Data Selector displays the sample data file. Changes to these options are applied immediately. The available sample data user options are as follows: Select Font: Click to access the Font dialog box to select the font in which the Data Selector displays the sample data file.
Advanced Configurations and Options - Detailed Directions Log level group Startup and shutdown: Select to only track when the PlanetPress Watch/Server service is started and stopped. Task success and failure: Select to only track when tasks in the processes running in a PlanetPress Watch/Server configuration succeed and fail. Task success and failure with details: Select to track when the tasks in processes running in PlanetPress Watch/Server succeed and fail, with details.
Advanced Configurations and Options - Detailed Directions NetWare Login group Select this group to enable the user options PlanetPress Watch/Server requires to access NetWare resources. When you select this option, you must enter values in the Username, Password, and Tree boxes below to properly log in to NetWare (the other properties are optional). Username: Enter your NetWare username. This is the user the PlanetPress Watch/Server service uses to log in to NetWare at runtime.
Advanced Configurations and Options - Detailed Directions • • • • • • • HTTP Server Input User Options (Page 280) LPD Input User Options (Page 281) Serial Input Service User Options (Page 283) Telnet Input User Options (Page 284) FTP Output Service User Options (Page 285) LPR Output User Options (Page 262) Editor Options (Page 258) 15.4.16 HTTP Server Input User Options HTTP server input user options control the server protocol aspects of the PlanetPress Watch/Server HTTP Server input tasks.
Advanced Configurations and Options - Detailed Directions • • • • • • • • • • • • • • General User Options (Page 271) Object Inspector User Options (Page 272) Configuration Components Area User Options Default Configuration User Options (Page 273) Notification Messages User Options (Page 274) Sample Data User Options (Page 277) Network User Options (Page 278) Logging User Options (Page 277) Messenger User Options (Page 267) LPD Input User Options (Page 281) Serial Input Service User Options (Page 283) Teln
Advanced Configurations and Options - Detailed Directions Protocol options group Log all Winsock and network messages: Select to have PlanetPress Watch/Server keep a log of all Winsock and other network messages that occur through the LPD service. These are messages related to jobs being sent from other systems through LPR, and being received by PlanetPress Watch/Server via LPD. Since these messages can accumulate, you have the option of not logging them.
Advanced Configurations and Options - Detailed Directions 15.4.18 Serial Input Service User Options Serial input user options control certain functions of the PlanetPress Watch/Server Serial Capture service, which in turn has a direct impact on all Serial input tasks performed by PlanetPress Watch/Server on a given computer. For information on the properties set in individual Serial input tasks, refer to “Serial Input Task Properties” on page 195.
Advanced Configurations and Options - Detailed Directions files are kept in the Log folder, which is located in the PlanetPress Suite installation folder. They are named serdate.log, where date is the current date in the yyyymmdd numerical format. Note that changing this option also affects the log displayed in the PlanetPress Suite Service Console.
Advanced Configurations and Options - Detailed Directions • • • • • • • • • • • Default Configuration User Options (Page 273) Notification Messages User Options (Page 274) Sample Data User Options (Page 277) Network User Options (Page 278) Logging User Options (Page 277) Messenger User Options (Page 267) HTTP Server Input User Options (Page 280) Serial Input Service User Options (Page 283) FTP Output Service User Options (Page 285) LPR Output User Options (Page 262) Editor Options (Page 258) 15.4.
Advanced Configurations and Options - Detailed Directions • • • • • • Messenger User Options (Page 267) HTTP Server Input User Options (Page 280) Serial Input Service User Options (Page 283) Telnet Input User Options (Page 284) LPR Output User Options (Page 262) Editor Options (Page 258) Objectif Lune Inc.
16 Error Handling This section explains how you can build specific error behaviors into your configuration to determine exactly what is to happen when a something fails. This section presents the error handling features built into PlanetPress Watch/Server and explains how to set error handling properties for branches, conditions and tasks. This section contains detailed information on: • Error Bin Input Task Properties (Page 288) • Paste On Error Properties (Page 288) Objectif Lune Inc.
16.1 Detailed Directions This section contains detailed information on error handling. It contains the following topics: • Error Bin Input Task Properties (Page 288) • Paste On Error Properties (Page 288) 16.1.1 Error Bin Input Task Properties With the exception of the Error Bin input task, all the tasks included in an error process can have their own on error properties. The same goes for the branches and conditions.
17 Debugging PlanetPress Watch Processes Debug PlanetPress Watch/Server processes to correct errors and increase efficiency. You can also configure tasks and make data selections on the fly when you Debug PlanetPress Watch/Server processes. The debugging features in PlanetPress Watch/Server Configuration let you debug your processes and fine tune its tasks.
17.1 Detailed Directions This section contains detailed information on the debugging features available in the PlanetPress Watch/Server Configuration program. It contains the following topics: • Add Job Information to the Sample Data (Page 290) • Perform Tasks in Debug Mode (Page 290) • Use the Message Area Right-Click Menu (Page 291) 17.1.
Debugging PlanetPress Watch Processes - Detailed Directions 6. If the process is stopped, either because you are performing tasks one by one, or because a breakpoint has been reached, do one of the following: ▪ To perform all those tasks placed before the next breakpoint, or all the remaining tasks in the process (if there are no more breakpoints in the process), click ▪ To perform only the next task, click . . ▪ To jump over the next task, click .
Debugging PlanetPress Watch Processes - Detailed Directions 3. Choose a location and enter a name for the log file. 4. Click OK. Related topics: • Add Job Information to the Sample Data (Page 290) • Perform Tasks in Debug Mode (Page 290) Objectif Lune Inc.
18 Sending and Running a Configuration Once you have created and debugged your processes using the PlanetPress Watch/Server Configuration program, you are ready to send and run your configuration. The PlanetPress Watch/Server Configuration program allows you to create, edit and save configurations, but it also lets you save the currently opened configuration as the current PlanetPress Watch/Server configuration, an operation referred to as sending a configuration.
18.1 Saving and Sending a Configuration What is the difference between saving and sending a configuration? As you already know, PlanetPress Suite Workflow Tools are service applications which, once started, constantly run in the background to perform the tasks included in their current configuration file. The PlanetPress Suite Workflow Tool Configuration program, on the other hand, lets you create, edit and save configuration files.
18.2 Running a PlanetPress Suite Configuration How do I start running my current PlanetPress Suite configuration? You can stop, start, pause, and resume PlanetPress Suite Workflow Tool using the PlanetPress Suite Workflow Tool Configuration program. These options are the same as those available for every other Windows service. The current PlanetPress Suite Workflow Tool status is always displayed in the lower-right corner of the PlanetPress Suite Workflow Tool Configuration program window.
Sending and Running a Configuration - Running a PlanetPress Suite Configuration • PlanetPress Suite Services Console • Making a Process Active or Inactive • Resubmitting Backed up Input Files Objectif Lune Inc.
18.3 PlanetPress Suite Services Console Which tools can I use to control and monitor the services used by my PlanetPress Suite Workflow Tool? The PlanetPress Suite Service Console provides real-time information on what your PlanetPress Suite Workflow Tool and its services are doing. A) The PlanetPress Suite Workflow Tool services monitored by the PlanetPress Suite Service Console. B) The runtime information provided by the console.
18.4 Making a Process Active or Inactive How can I prevent specific processes from running? There are many reasons why you may want to prevent the tasks included in a given process from being performed. This can be done very easily by simply rendering the processes inactive. Making that active again is just as simple. Bear in mind that when you make processes active or inactive, you are actually changing your configuration, and that you thus need to send your configuration to PlanetPress Watch/Server.
18.5 Resubmitting Backed up Input Files What can I do to save my input in case something fails? Each input task includes an option that lets you back up input files. This options is not selected by default, since it has the potential to generate a very large number of back up files.
18.6 Detailed Directions This section contains detailed procedures that explain how you can: • • • • • • Send a PlanetPress Suite Configuration (Page 0) Start and Stop the PlanetPress Suite Workflow Tools Service (Page 0) Toggle the Run on Desktop Property (Page 0) View Runtime Information via the PlanetPress Suite Service Console (Page 0) Activate or Deactivate a Process (Page 0) Resubmit Backed Up Input Files to a Process (Page 0) Objectif Lune Inc.
