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
l Sort files by: Select a given sorting method to prompt PlanetPress Suite Workflow Tools to sort the files in the source
folder before taking them (and thus to take them in a specific order). Select None to let PlanetPress Suite Workflow
Tools take the files without sorting them first.
l Sort order: If you selected a sorting method in the Sort files by box, select the order in which you want the files to
be sorted.
l Use archive attribute: Select to turn on the archive attribute of the data files found in the source folder and to leave
them in their original location (i.e. to take copies of the source files). Note that PlanetPress Suite Workflow Tools never
takes source files that have their archive attribute turned on (so the source files will not be taken again and again).
When this option is turned off, PlanetPress Suite Workflow Tools removes data files from the source location.
l Capture files in sub-directories also: Select to capture files from child folders of the source folder as well. When
this option is selected, the chosen Sort order is applied to each separate folder, not across folders. The subfolders them-
selves are always processed in alphabetical order, regardless of the sort order.
l Sort directories first: If you selected a sorting method in the Sort files by box, and if you want the folders present
in the source folder to be sorted first, select this option.
l Optimize resulting PDF: Select to specify whether the resulting PDF should be optimized. Optimization can lead to
a significant reduction in the size of the PDF, but it may also add a certain amount of time to the process. This option
should only be unchecked if the timing of the process is critical and needs to be done quickly, but keep in mind that the
resulting PDFmay be much larger than it should be and may even be too large for PlanetPress Suite Workflow Tools to
handle.
l Create Metadata:Select to specify that a basic metadata structure should be created for the resulting PDF file. The
metadata structure created will contain a single Job separated by one Document per captured PDFfile. Within each Doc-
ument, one Data Page containing a single Page is created for each page of the PDF file.
Metadata can be manipulated with the Metadata Tasks, see Metadata Tasks.
"Other" Tab
l Job Information group
l Information elements:indicates what job infos are automatically created by the input task.
l Add lines before first data page:Using the arrows keys you can add any job information directly at the
beginning of your data file.
l Backup input files:Check this to save a copy of each data file that is captured by your input. These files are saved in
the PlanetPress Suite Workflow Tools working folders under the "Backup"folder.
l Backup filename:Enter the filename that you wish the input data file backup to be saved under.
l Delete Existing Metadata:Check to remove any metadata from memory. This option is disabled on initial input
tasks, and is checked by default on secondary input tasks.
Job Information definitions
l %1- PDFDirectory:Contains the folder from which the data was captured.
Examples &Use Cases
This task is put into effect in the following use cases and example processes:
l Daily Sales Report from PDF Files
On Error Tab
The On Error Tab is common to all tasks. Details can be found on Task Properties Dialog.