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
The Raise an error if the field does not exist option allows to control what to do when a given metadata element is not
found, regardless of the search option.
The Data page box lets the user choose which data page metadata elements to be displayed.
The Metadata level is a treeview allowing users to select the metadata level from which to display or select metadata ele-
ments.
TheAttributes list displays all metadata attributes describing the current metadatalevel,as selected in the Metadata Level
treeview, for the current data page, as selected in theData Page control.
The Production information list displays all metadata fields describing the current metadatalevel,as selected in the Meta-
data Level treeview, for the current data page, as selected in theData page box.
Metadata
Simply put, metadata is data about data or, in other words, information tagged to data. Metadata includes information about
the data file itself, the document, page properties, page counts and custom user fields.
Applications or plug-ins created in PlanetPress Suite 6 and using Metadata will need to be updated for use in version 7.
No backward compatibility mode is available.
When a user-defined emulation is used with metadata, results and behavior are unknown and unsupported. For
instance, refreshing the metadata file may cause the document to crash and/or corrupt. For this reason, it is strongly
advised to create backup copies of your documents beforehand.
Metadata structure
Metadata in PlanetPress Suite Version 7 introduces the following concepts for adding information to a job:
l Page: 1 side of a physical paper sheet.
l Datapage: 1 atomic unit of content that produces zero, one or more pages.
l Document: group of 1 or more ordered datapages intended to the same recipient from the same source (ex:
invoice).
l Group: a logical and ordered group of documents (ex: all invoices for a specific customer number; all documents
going to the same address, etc.)
l Job: file that contains 1 or more groups.
When Metadata is produced for a given job, a hierarchical (i.e. tree-like) structure is created, composed of the above ele-
ments in the following order: Job->Group(s)->Document(s)->Datapage(s)->Page(s). Any operation that modifies the data
with regards to this structure (ex: remove pages, alter the data, etc.) makes the metadata obsolete and so it must be rec-
reated or refreshed.
As an example, consider the typical case of a PlanetPress Design document which uses a Line Printer datafile of transactional
data in order to generate PDF invoices for a series of clients. By using the Metadata tools available in PlanetPress Suite version
7, we can add the following information to the datafile:
l The job contains only invoices for clients located in Montreal.
l Since more than one invoice can go to the same recipient, invoices are grouped by customer.
l Each invoice is a document resulting from the execution of a PlanetPress Design document over one or more datap-
ages, which results in zero or more physical pages being output.
Data in PlanetPress Suite Workflow Tools