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
You also need to make sure that a user exists in the RightFax user list that has the same username that will be used for the
PlanetPress Fax service (see section 2. PlanetPress Fax configuration). Any faxes sent to RightFax by PlanetPress fax will
appear in that user's queue in the FaxUtil provided with RightFax.
PlanetPress Fax configuration
First step is to make sure that the PC on which PlanetPress Fax runs has access to the RightFax printer. If PlanetPress Fax runs
on a different PC than RightFax, you have to install that printer so that it appears in the printer list. This printer can be installed
just like any network printer.
Once this is done, open the PlanetPress Fax configuration dialog and from the list of Fax Services select Captaris RightFax.
Another list should appear containing all the printers that are currently installed on this PC. Choose the RightFax printer from
the list.
Once this is done, go to Control Panel | Administrative Tools | Services. From the list of services, double click on PlanetPress
Fax to open the Service Configuration Dialog. Go to the Log On tab. Since the PlanetPress Fax service needs to have access to
the RightFax printer, it cannot run as LocalSystem. Choose an account that has access to the printer and enter the login infor-
mation and password. Remember that there should be a user with a matching name on the RightFax server.
Once this is done, any job that goes through PlanetPress Fax will be sent to the RightFax server and appear in FaxUtil.
Links in the Faxing Process
For the faxing process to be initiated and completed as required, a number of applications are involved. These must all be prop-
erly configured.
l PlanetPress Suite Workflow Tools: This is where the process is initiated via a PlanetPress Fax output task. When you
add a PlanetPress Fax output task to a process, you configure the task’s properties, which include for instance, the
address of the computer running PlanetPress Fax and the name of the PlanetPress Design document to use.
l PlanetPress Fax service: This is where the fax is actually prepared and sent to the faxing software’s outbox. Note that
in the case of a simple faxing software, such as Windows Fax, both PlanetPress Fax and the faxing software must be
running on the same computer. This condition however does not apply to faxing servers, such as Captaris RightFax.
You can configure the PlanetPress Fax service as well as some basic faxing software options either via the PlanetPress
Suite Workflow Tools Configuration program.
l Faxing software. This application controls the hardware used to send the fax to the remote hardware that will be receiv-
ing it. Since the faxing software must be started at system startup, if it does not include a system startup option, you
should include it to your Windows Startup Group. This software is partly configured via the PlanetPress Suite Workflow
Tools Configuration program, but it typically also includes a host of options that are completely ignored by PlanetPress
Suite Workflow Tools and the PlanetPress Fax service, and which are not documented in this guide.