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
2. Click on Show Quick Access Toolbar Below the Ribbon or Show Quick Access Toolbar Above the Rib-
bon, depending on where you want it.
The Quick Access Toolbar buttons cannot be moved or re-ordered. If you wish to re-order them, you will need to
remove all the buttons and re-add them in the desired order.
The PlanetPress Suite Ribbon
The PlanetPress Watch/Office/Production Ribbon replaces the main menu and toolbars of previous versions, and centralizes
commands, organizing them into a set of Tabs, each Tab containing Groups of Controls. Each tab on the Ribbon displays
the commands that are most relevant to a given feature set. For instance, the Objects tab in PlanetPress Design is used to
draw any of the supported objects.The built-in Ribbon and Quick Access Toolbar contain commands that are frequently
used and convenient to keep close at hand. You can minimize the Ribbon, and choose the position of the Quick Access
Toolbar, as well as the commands it displays.
You can minimize the Ribbon by right-clicking on it and selecting Minimize the Ribbon.
You can also customize the Ribbon's color scheme in the Preferences window.
PlanetPress Suite Workflow Tools Configuration program Ribbon has five tabs: the Home tab, the View tab, the Debug
tab, the Tools tab and the Help tab. Each one of these tabs contains a series of groups, each group holding a number of con-
trols.
l The Home tab includes the Clipboard, Processes, Variables, Documents and Printer Queues groups.
l The Clipboard group contains the typical Windows-based editing controls: Cut, Copy, Paste, Select All,
Delete.
l The Processes group contains workflow controls, allowing to insert new processes of any type as well as con-
trols to converts, activate or branches processes.
l The Variables group contains two controls to insert either a Global variables available throughout the entire
configuration, or Local variables available to the current process only.
l The Documents group contains the document controls, used to insert, refresh, update or delete documents
and document instances.
l The Printer Queues group contains controls to set up printer queues of any type, as well as replace any exist-
ing queues.
l The View tab includes the Arrange, Navigate and Show/Hide groups.
l The Arrange group contains the Group/Ungroup and Sort by Name and Order controls, allowing to reor-
der objects in the Configuration Components Pane. It also includes the Undo/Redo controls, as well as
a Rename control, to modify a given component's name.
l The Navigate group contains a Processes control to select any existing process of the currently loaded con-
figuration, as well as a Highlight control to mark a given node, a Zoom Out for a quick overview of the cur-
rently selected process, and Go to Child/Go to Parent to move around a given process logical nodes
(branches or conditions).
l The Show/Hide group contains four controls to display or hide any of the four panes; the Configuration
Components Pane, the Object Inspector pane, the Message Window pane, the Debug Info pane and
the Plug-in bar.
l The Debug tab includes the Data, Debug and Debug Messages groups.
l The Data group allows to associate a sample data file to the currently selected process, as well as update or
replace it, and display it in its text/PDF or Hexadecimal format.
The PlanetPress Suite Workflow Tools Configuration Program