7.4
Table Of Contents
- Copyright Information
- Table of Content
- Overview
- Getting Started
- Understanding PlanetPress Suite Workflow Tools
- The Nature of PlanetPress Suite Workflow Tools
- The Three Flavors of the PlanetPress Suite Workflow Tools
- Terms and Definitions
- About Configurations
- About Processes
- About Subprocesses
- About Tasks
- About Branches and Conditions
- About Data
- About Data Selections
- About Data Emulation
- About Related Programs and Services
- About Documents
- About Printing
- The PlanetPress Suite Workflow Tools Configuration Program
- Start the PlanetPress Suite Workflow Tools Configuration Program
- The PlanetPress Button
- Create a New Configuration
- Open a PlanetPress Suite Configuration File
- Saving and Sending a Configuration
- Save your Configuration
- Send your Configuration
- Import Processes from Another Configuration File
- Import Documents
- Import PrintShop Mail Documents
- Change the Interface Language
- Exit the PlanetPress Suite Workflow Tools Configuration Program
- The Quick Access Toolbar
- The PlanetPress Suite Ribbon
- The Configuration Components Pane
- Access Process Properties
- Add a PlanetPress Suite Process
- Manipulate Local Variables
- Activate or Deactivate a Process
- Convert a Branch to a Subprocess
- Manipulate Global Variables
- View Document Properties
- Use Data and Metadata Files Attached to Documents
- Use Attached Document Preview
- Add Resident Documents in the Configuration Components Pane
- Associate Documents and PlanetPress Watch Printer Queues
- Using the Clipboard and Drag & Drop
- Rename Objects in the Configuration Components Pane
- Reorder Objects in the Configuration Components Pane
- Grouping Configuration Components
- Expand and Collapse Categories and Groups in the Configuration Components Pane
- Delete Objects and Groups from the Configuration Components Pane
- The Process Area
- Zoom In or Out within Process Area
- Adding Tasks
- Adding Branches
- Edit a Task
- Replacing Tasks, Conditions or Branches
- Remove Tasks or Branches
- Task Properties Dialog
- Cutting, Copying and Pasting Tasks and Branches
- Moving a Task or Branch Using Drag-and-Drop
- Ignoring Tasks and Branches
- Resize Rows and Columns of the Process Area
- Selecting Documents in Tasks
- Highlight a Task or Branch
- Undo a Command
- Redo a Command
- The Plug-in Bar
- The Object Inspector Pane
- The Debug Information Pane
- The Message Area Pane
- Customizing the Program Window
- Preferences
- General User Options
- Object Inspector User Options
- Configuration Components Pane User Options
- Default Configuration User Options
- Notification Messages Preferences
- Sample Data User Options
- Network User Options
- PlanetPress Capture User Options
- PDF Text Extraction Tolerance Factors
- Logging User Options
- Messenger User Options
- HTTP Server Input User Options
- HTTP Server Input 2 User Options
- LPD Input Preferences
- Serial Input Service User Options
- Telnet Input User Options
- PlanetPress Fax User Options
- FTP Output Service User Options
- PlanetPress Image User Options
- LPR Output User Options
- PrintShop Web Connect Service User Options
- Editor Options
- Other Dialogs
- Working With Variables
- Data in PlanetPress Suite Workflow Tools
- Task Properties Reference
- Input Tasks
- Action Tasks
- Add Document
- Add/Remove Text
- Advanced Search and Replace
- Barcode Scan
- Change Emulation
- Create PDF
- Decompress File(s)
- Digital Action
- Download to Printer
- External Program
- Load External File
- Mathematical Operations
- Open XSLT
- PlanetPress Database
- Rename
- Run Script
- Send Images to Printer
- Search and Replace
- Send to Folder
- Set Job Infos and Variables
- SOAP Client Plug-in
- Standard Filter
- Translator
- Windows Print Converter
- Data Splitters
- Process Logic Tasks
- Connector Tasks
- Create MRDX
- Input from SharePoint
- Laserfiche Repository Output
- Lookup in Microsoft® Excel® Documents
- Microsoft® Word® Documents To PDF Conversion
- Output to SharePoint
- About PlanetPress Fax
- PlanetPress Fax
- Captaris RightFax Configuration
- About PlanetPress Image
- PlanetPress Image
- Overview of the PDF/A and PDF/X Standards
- PrintShop Mail
- PlanetPress Capture
- Metadata Tasks
- Output Tasks
- Variable Properties
- Unknown Tasks
- Masks
- Special Workflow Types
- Printer Queues and Documents
- PlanetPress Suite Workflow Tools Printer Queues
- Shared Printer Queue Properties
- Windows Output Printer Queue
- LPR Output Printer Queue
- FTP Output Printer Queue
- Send to Folder Printer Queue
- PlanetPress Suite Workflow Tools and PlanetPress Design Documents
- Variable Content Document File Formats: PTZ, PTK and PS
- PlanetPress Suite Workflow Tools and Printshop Mail Documents
- Triggers
- Load Balancing
- Location of Documents and Resources
- Debugging and Error Handling
- Using Scripts
- Index
Data in PlanetPress Suite Workflow Tools
PlanetPress Suite Workflow Tools is a versatile tool that can capture various types of data files and dispatch this data to var-
ious PlanetPress Design documents. To fully understand PlanetPress Suite Workflow Tools and how it treats data, you must
understand how it is integrated into PlanetPress Design.
This section covers issues relating to the sample data used to create your PlanetPress Suite Workflow Tools configuration and
to the actual data that PlanetPress Suite Workflow Tools will send to PlanetPress Design documents. It is an important section
which you should fully understand before you start creating your configuration. Also included in this section are procedures
that let you make data selections as well as get data from the sample data file.
Since many of the concepts and explanations included in this chapter are closely related to concepts and explanations found in
the PlanetPress Design User Guide, we suggest that you review this document, especially the Selecting an Emulation sec-
tion.
Choosing a Sample Data File
In order to create your PlanetPress Workflow Tools Process, the sample data you are going to use has to correspond precisely
to the job files that will be treated by that process, at least in terms of structure.
The sample data file should have a relatively small number of pages (generally less than a hundred)in order to be processed
quickly, while your actual data may be much larger and take more time to process. The sample data file should also contain at
least one of every exception you may want to detect, or data used for a specific condition. For example if you wanted to filter
out any data for clients in Canada, you would want to use a data file that has at least one user from Canada, to test whether
your condition removes it.
To choose a sample data file:
1. Click the Debug tab in the PlanetPress Suite Ribbon.
2. Click on Select in the Data group.
3. Use the Data Selector to choose your sample data file and emulation options.
4. Click OK on the Data Selector.
PlanetPress Workflow Tools also keeps the last 9 used data files in memory, which you can reopen to use in the same process,
or a different one.
To reopen a sample data file used previously:
1. Click the Debug tab in the PlanetPress Suite Ribbon.
2. Click on Reopen Data File in the Data group.
3. Click on one of the data files in the list.
4. Use the Data Selector to change the emulation options if necessary.
5. Click OK on the Data Selector.
The Data Selector
The Data Selector is the tool you use to choose your sample data and metadata files, to select the appropriate emulation,
make data selections, and to stabilize your data.
Data in PlanetPress Suite Workflow Tools