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
Getting Started
This chapter describes how to install the PlanetPress Suite Workflow Tools and how to set up your working environment.
Environment Considerations
This page is intended to provide technical information about the environment in which PlanetPress Workflow is intended to
run.
Terminal Services
PlanetPress Suite does not support Terminal Services environment as possible under Windows 2000, 2003 and 2008. This is to
say, if Terminal Services is installed on the server where PlanetPress Suite is located, unexpected behaviors may occur and
will not be supported by our company. Furthermore, using PlanetPress Suite in a Terminal Service environment is probably an
infringement of our End-User License Agreement.
Terminal Services may also be referred to as Terminal Server or Remote Administration Mode (Windows Server 2003 and
2008).
Single-User Remote Desktop Protocol (RDP)(where only one person can use RDPat a time) is supported for PlanetPress Suite
version 6.2 and higher, however it is only supported in Windows XP or Windows 2003. While later versions of Windows may
not cause issues when accessing PlanetPress Suite through RDP, these combinations are no longer tested and may not be func-
tional.
Virtual Environments
Both PlanetPress Suite 6 and PlanetPress Suite 7 officially support VMWare Environment. This includes VMWare Player,
VMWare Workstation as well as an ESXVMWare Installation.
PlanetPress Suite 7.1 and higher also support VMotion, which means the virtual machine hosting PlanetPress Suite can be
automatically moved from one ESXserver to another in a clustered installation.
PlanetPressSuite 7.5.1 and higher started supporting Hyper-V virtualization in addition to the previous environments.
PlanetPress Suite is not officially supported on any other virtual machines such as Virtual PC, Parallels, Bochs, Xen, etc. While
running PlanetPress on these virtual machines may work, and they are properly detected by PlanetPress Suite 7.5.1 and
higher, we have not tested them and cannot offer support for them.
The PlanetPress Suite End-User License Agreement (EULA) specifies that a PlanetPress Suite software license may
only be used on a single virtual or physical PC at a time. While copying a virtual machine for backup purposes is
acceptable, running two instances of the same machine, using the same serial number, is strictly prohibited.
32-Bit or 64-Bit?
PlanetPress Suite version 7.1.3 and higher support 64-Bit operating system. However, our application remains 32-bits in this
environment, which means that for all intents and purposes there is no difference between those two environments as far as
PlanetPress Suite is concerned.
Getting Started