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 Font group
l Embed all: Select to embed the entire font of all fonts used in the variable content document within the gen-
erated PDFs. Using this option may result in large PDFs, especially if many fonts are used. Note that those fonts
installed by default with the Adobe Acrobat and Adobe Reader are never embedded. If a font is not embedded in
your PDF, opening it on another computer or printing it may cause it to be substituted by another default font.
l Subset: Select to embed only a subset of the Type 1 and TrueType fonts used in the document. A font subset is
in fact composed of only those characters that are actually used in the document. This option can only be used if
the Embed all fonts option is selected. Note that if more than 35% of the characters included in a font are used in
the document, the entire font is embedded. This option often produces smaller PDF files and ensures proper PDF
display.
l Initial view group
l Zoom factor: Select the magnification at which you want Adobe Acrobat or Adobe Reader (or other PDF
viewer) to open the generated PDF. Choose the Fit in window option to display the entire page using the avail-
able screen space, or choose a percentage of the actual document size.
l Show: 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. Select Book-
marks and page to display the contents of the Bookmarks tab (you use data selection objects to create book-
marks in PlanetPress) alongside the PDF pages. Select Page tab and Page to display the content of the Pages tab
(thumbnails of each PDF pages) alongside the PDF pages. Select Full screen to hide all screen contents except
the PDF page, and expand the PDF page to the maximum size it can occupy onscreen.
PlanetPress Search Database tab
If PlanetPress Workflow is configured to automatically update a PlanetPress Search database (see PlanetPress Image User
Options), this tab can be used to override the global settings so that the task updates a different database than the one set in
that global configuration. In order for the settings to work, the Add PDF to PlanetPress Search database must be
checked. However, you can override which database will be updating using the option in this window, Override global Plan-
etPress Search Database settings. The database options then activate.
l Database type: Select the type of the database in which you want to create a table (Access, or SQL Server).
l Connection time-out: Enter the time, in seconds, that the connection to the database is maintained while no action
is taking place before the connection is severed.
l Database directory: Enter the path of the directory in which the Access database is located, or use the Browse but-
ton to navigate to, and select, the directory. This option is available only when you select Access database in the Data-
base type box.
l Data source name: Enter the name of the computer on which the database runs. This option is available only when
you select SQL Server database or Oracle database in the Database type box.
l Use default database: Select to use the default database associated with your user profile on that SQL Server or
Oracle database. Clear to enter the name of the database in the box that appears.
l Use Windows NT Integrated security: Select to use your Windows user name and password to log onto the SQL
database.
l User ID: Enter the user id required to access the database to which you are adding new PDI files from the generated
PDF files. If you are using an SQL database, enter the login name you chose when you configured the SQL database
(refer to the “Using PlanetPress Search with an SQL Server Database” section of the PlanetPress Search User Guide).
l Password: Enter the password required to access the database.
l Test Connection: Click to verify that PlanetPress Image can connect to the specified database.
l Enforce global table creation: Select this option, as it ensures that all database users are granted access to the
database. This option is available only when you select SQL database in the Database type box.