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
Workflow.
The example is too complex to display as images in this guide, so it is rather available for download. It infers two different
files:
l Capture Web Manager Workflow Configuration (PW7)
l Capture Web Manager PlanetPress Design Document (PP7)
This example is compatible with PlanetPress Suite 7.4 and higher and will not work in older versions.
Installation
1. Download both resource files
2. Create a folder on your disk called c:\planetpress
3. Open the invoice.pp7 document and send it towards your local PlanetPress Workflow server (localhost or 127.0.0.1)
4. Open the configuration file CaptureExampleProcess.pw7
5. Go in the PlanetPress Button ("file" menu) and go in Preferences.
6. In the HTTP Server Input 2 section, check the Serve HTTP resources option, change the Resource action
name box to static , and the Resource folder to c:\planetpress\http . Then, click OK.
7. Send the configuration to your local PlanetPress Workflow server.
8. Start the PlanetPress Workflow services (see Start and Stop the PlanetPress Suite Workflow Tools Service).
9. Open your browser and point it to http://127.0.0.1:8080/documentlist , assuming you have not changed the default
HTTP port in the HTTP Server Input 2 section.
Explanation
You can follow along the process by looking at the comments available in each process of the workflow file. Each comment
explains both what the following plugins do, but also how it integrates into the workflow in general and what to keep in mind
when doing an actual implementation of such a process.
Considerations
l The workflow itself is a standalone system that does not interact with any third-party systems, which of course does
not correspond to real customer implementation. A client will most likely need to communicate with both an ERP system
that generates documents as well as an archive software to store completed documents.
l The HTML, CSS and data file are generated whenever the process starts, in a specified location, in order to avoid hav-
ing to distribute multiple static files which would need to be extracted and moved to a specific folder. In an actual imple-
mentation, these files would probably be edited externally and loaded from a location on the hard drive. However, the
method of using a template to generate output is not so alien to PlanetPress so it is not condemned to do so.
l The example doesn't use any advanced coding such as Javascript, Ajax and caching. It's easier to follow, but is less
optimized in its use than a complex workflow that would use such features.
HTTP Server Workflow
An HTTPServer workflow is one that has one or more processes that always start with the HTTPServer Input task and
returns something to a client using a web browser. Each process would have a specific task referred to as an "action", called
from the browser itself.
HTTP Server input tasks are typically used in one of the two following situations:
Special Workflow Types