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 OK:Save changes and exit.
l Cancel:Exit without saving changes.
You can also double-click on any existing activation to edit it.
PlanetPress Suite Workflow Tools Service Logon
To be able to run and to have access to local files as well as to files available on other computers in your network, PlanetPress
Suite applications and services must identify themselves using a local or network account.
The first time you start the PlanetPress Suite Workflow Tools Configuration program, the application automatically asks you to
choose an account (see procedure below).
You can also manually start this procedure from the PlanetPress SuiteWorkflow Tools by following this procedure:
1. Click on the Tools tab in the PlanetPress Suite Workflow Tools Ribbon, then click Configure Services.
2. Set the PlanetPress Suite applications permissions as required:
l Local System account: Select to run all the PlanetPress Suite Services (including PlanetPress Suite Workflow
Tools, PlanetPress Fax, and PlanetPress Image) under the Local System account. The Local System account is
distinct from the Administrator account. It requires no username or password, and its privileges may exceed
those of the user currently logged in. Running under this account rather than a user account prevents problems
that may arise if the user lacks a permission the service requires. If a configuration relies on any resources
mapped to a particular user, such as mapped network drives or shared printers, they are unavailable. It is rec-
ommended that you create a configuration for a particular user. Clear Local System account to run all the Plan-
etPress Suite Services under the account you specify. Use the options that become available when you clear
Local System account to enter the account information—you must enter a valid user name and password to use
Microsoft Outlook as your email client for Email input and Send email output tasks.
l Display network domains and usernames: Select to have PlanetPress Suite Workflow Tools Con-
figuration search for existing domains and display the domains it find in the Domain box, and the usernames in
those domains in the Username box. Although this is useful if you do not know the domain name and username
of the account you want to specify, it can also be very time-consuming if there are many domains.
l Domain: Select the domain in which the user account resides, or enter the name of the domain manually.
l Username: Enter the name of the user account.
l Password: Enter the password for the user account you specified in the Username box.
l Confirm password: Enter the password you entered in the Password box.
l Services start automatically: Select to start the required PlanetPress Suite Workflow Tools automatically.
3. Click OK.. PlanetPress Suite Workflow Tools applies the user account information to all the services (PlanetPress Suite
Workflow Tools, PlanetPress Fax, PlanetPress Image, LPD input, Serial input, Telnet input, FTP output, LPR output),
that run on this computer (with the exception of PlanetPress Suite Messenger, which always runs under the Local Sys-
tem account).
The PlanetPress Suite Workflow Tools Configuration program does not test usernames and passwords, but merely associates
them with the services that require them. If you enter a bad username or password, these services will be denied access to
the selected account.
The account you choose will be used by PlanetPress Suite Workflow Tools and all its services, as well as by PlanetPress Fax
and PlanetPress Image (only PlanetPress Suite Messenger is not affected, since it always uses the Local System account). If
you install PlanetPress Fax or PlanetPress Image on the same computer after performing this procedure, you will have to per-
form it once again, so as to choose the same account for all the installed applications.
Getting Started