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
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.
Login, Recipient, Attachments
l For the Login, Recipient and Attachment tabs, please see the Send Email task properties.
Links in the Image Generation Process
Since PlanetPress Image lets you create image files via output tasks as well action tasks, and since it can also be used to gen-
erate files using proprietary formats, various software may be involved in the process.
l PlanetPress Suite Workflow Tools: This is where the process is initiated either via a PlanetPress Image output task or
via Digital Action actions tasks. When you add a PlanetPress Image output task or a Digital Action action task to a proc-
ess, you configure the task’s properties, which include for instance, the address of the computer running PlanetPress
Image and the name of the PlanetPress Design document to use. As you may remember, there are few differences
between PlanetPress Image output tasks and Digital Action action tasks. Only PlanetPress Image output tasks provide
emailing options. Digital Action action tasks cannot be placed at the end of a process and are only considered com-
pleted when the actual image generation process is finished.
l PlanetPress Image service: This is where the image file is actually prepared and sent to the archive folder or message
recipient. You can configure the PlanetPress Image service either via the PlanetPress Suite Workflow Tools Con-
figuration program.
l PlanetPress Suite Workflow Tools Imaging plugins: These optional plugins are used to create files that use proprietary
formats, such as AutoStore from Notable Solutions.
XML Index File Structure
PlanetPress Image generates a standard UTF-8 encoded XML file that has the following structure and content