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 PlanetPress Suite Workflow Configuration (or "Configuration"):The Configuration is a physical file opened by
the PlanetPress Suite Workflow Tools and it contains all of the elements (tasks, processes, documents and printer
queues)that drive your workflow.
l Process:A single workflow within the Configuration. Aprocess begins with a single input task, contains one or more
tasks and/or branches, and terminates with one or more output tasks.
l Task:A single block in a process (also known as a plugin). Tasks can be used for input, output or manipulation. Some
tasks gather data, others output data in different locations.
l Trunk:The main "branch"of a process. If a process does not have any branch or condition, that process contains one
initial input and one output on a single trunk.
l Branch:A branch in a process means your workflow will stop, follow the branch up until its output, and then return to
the main trunk to continue processing. Each additional branch in your process means you will need an additional output
task also.
l Condition:Acondition is a type of branch where the workflow will only go one way - either in the branch, or in the
main trunk. If a condition is true, the branch is followed. If the condition is false, the main trunk is followed.
l Job Info:Alocal variable that is called by its numbered id, from 0 to 9. There are only 10 job infos. Job infos are nor-
mally used to communicate information from the PlanetPress Suite Workflow Tools to a PlanetPress Design document,
either in printer outputs or connectors such as Image or Fax.
l Variables:A variable is a name that refers to specific information that is kept in the computer memory. Avariable can
be modified via programming or certain tasks, and are generally accessible anywhere in your process (except certain
locations).
l Job:The processing of one or more job files, through one or more processes.
l Job File:The physical file that is generated (or obtained)through a process' input task. The job file can be of multiple
formats including plain text, CSV, databases, XMLand PDFs.
l Sample File/Sample Data:Aphysical file that contains the data used to create your process, including examples of
any data that you need to rely on (such as texts for conditions, or data for variables). The sample file should be limited
in size to speed up processing time while designing your process.
l Emulation:Afilter used to read the job file that is used in your process. Emulation lets you read different types of files
ranging from text-only line printer data to more complex PDFand XMLfiles, as well as database files.
About Configurations
PlanetPress Suite Workflow Tools configuration files are defined as a set of processes, subprocesses, variables, documents
and printer queues, that work together within the PlanetPress Suite Workflow Tools Service.
PlanetPress Suite Workflow Tools cannot work without a valid configuration and a PlanetPress Suite Workflow Tools session
running on a given computer can only use one configuration at a time. Once you have created a configuration, you must “send”
it to the PlanetPress Suite Workflow Tools Service. When you do this, your PlanetPress Suite Workflow Tool forgets its pre-
vious configuration and starts executing the tasks included in the new configuration.
A PlanetPress Suite configuration must be composed of at least one process, but it may include as many as 512.
For a configuration created in PlanetPress Suite Workflow Tool Configuration to actually be executed by PlanetPress Suite
Workflow Tool, it must be sent to its PlanetPress Suite service.
See the following pages for information on different parts of the PlanetPress Suite Workflow Tools Configuration:
l For information about Processes, see About Processes.
l For information about Subprocesses, see About Subprocesses.
l For information about Global Variables, see Working With Variables.
Understanding PlanetPress Suite Workflow Tools