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
General tab
l Data Location group
l Message body: Select to use the data found in the body of the email.
l Attached file: Select to use the data found in the email’s attachment. If both the Message body and
Attached files options are selected, the message’s body and the message’s attachment are treated as sep-
arate data files and processed one after the other.
l Unzip attached file: Select to unzip the attached files.
l Zip password: Enter the password required to unzip the attached files (if any). Note that you can use
variables and data selections.
l Conditions group
l “Subject” contains: Select to limit those messages used by this task to those with a specific subject. The sub-
ject you enter in the box below can include variables and wildcards.
l Nothing: Select to limit those messages used by this task to those that do not specify any subject.
l “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.
l “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.
Login Tab
l Use Microsoft Outlook: Select to use the Microsoft Outlook email account of the current user to receive emails. The
current user is the one defined in PlanetPress Suite Workflow Tools Service Logon.
l Move message after processing to folder: Enter the name of an Outlook Folder to keep copies of the
emails taken by this email input task. You should enter only the name of the folder as it appears in Outlook’s
Folder List area, regardless of whether it is a child of another folder. For example, if you want to use a folder
named Bills that is listed under another folder named PassedDue, only enter Bills in the text box. Make sure no
two folders have the same name, even if they are under different parent folders, as this could generate errors.
Consider creating a special folder in Outlook (perhaps a child of the Deleted Items folder named Watch) and
then using that folder as your backup folder.
l Use POP3 mail group
l Select this option to use a POP3 mail server and to activate this group. Note that emails retrieved via POP3 are
always deleted from the server.
l Incoming mail (POP3): Enter the address of the incoming POP3 mail server. This box is only enabled when
the Use POP3 mail option is selected.
l Account name: Enter the email account name on the POP3 mail server. This box is only enabled when the
Use POP3 mail option is selected.
l Password: Enter the password required to unlock the selected account on the POP3 mail server. This box is
only enabled when the Use POP3 mail option is selected.
"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.