2018.1
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 2018.1
- Installation and Setup
- Basics
- Features
- The Nature of PlanetPress Workflow
- About data
- Data Repository
- Debugging and Error Handling
- About Printing
- About Processes and Subprocesses
- Using Scripts
- Special Workflow Types
- About Tasks
- Working With Variables
- About Workflow Configurations
- Workflow Configuration resource files
- About related programs and services
- The Interface
- Customizing the Workspace
- PlanetPress Workflow Button
- Configuration Components pane
- Components Area Sections
- Process properties
- Manipulate Global Variables
- Connect resources
- PPS/PSM Documents
- Associate Documents and PlanetPress Printer Queues
- Using the Clipboard and Drag & Drop
- Renaming objects in the Configuration Components Pane
- Reordering objects in the Configuration Components pane
- Grouping Configuration Components
- Expanding and collapsing categories and groups in the Configuration Component...
- Delete objects and groups from the Configuration Components pane
- Other Dialogs
- The Debug Information Pane
- The Message Area Pane
- The Object Inspector Pane
- The Plug-in Bar
- Preferences
- Other Preferences and Settings
- General appearance preferences
- Object Inspector appearance preferences
- Configuration Components Pane appearance preferences
- Default Configuration behavior preferences
- Notification Messages behavior preferences
- Sample Data behavior preferences
- Network behavior preferences
- PlanetPress Capture preferences
- OL Connect preferences
- PDF Text Extraction Tolerance Factors
- General and logging preferences
- Messenger plugin preferences
- HTTP Server Input 1 plugin preferences
- HTTP Server Input 2 plugin preferences
- LPD Input plugin preferences
- Serial Input plugin preferences
- Telnet Input plugin preferences
- PlanetPress Fax plugin preferences
- FTP Output Service preferences
- PlanetPress Image preferences
- LPR Output preferences
- PrintShop Web Connect Service preferences
- Editor Options
- 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 Links
- Highlight a Task or Branch
- Undo a Command
- Redo a Command
- The Quick Access Toolbar
- The PlanetPress Workflow Ribbon
- The Task Comments Pane
- Additional Information
- Copyright Information
- Legal Notices and Acknowledgements
Warning
PlanetPress Capture Fields cannot simply be inserted into an existing document as-is
and expected to work properly, efficiently or consistently. In order to design a document
with Capture Fields, you must review and understand the Critical PlanetPress Capture
Implementation Restrictions.
Database Considerations (ODBC)
Technical
On 64-bit operating systems, the ODBCData Sources created by the Data Source
(ODBC)icon in the Administrative Tools will not appear here, as PlanetPress Suite is 32-
bit and cannot access the 64-bit data sources. In order to create an ODBCconnection
visible by PlanetPress, you will need to access the 32-bit version of the ODBCmanager,
available in C:\Windows\SysWOW64\odbcad32.exe .
The following considerations should be kept in mind while working with ODBCDatabases in
PlanetPress Suite.
l All databases
l
User Rights:During normal operation, Read/Write to tables should be sufficient.
However, during the initial setup, the Create/Drop tables rights is necessary.
l Minimum 100MBof database size is required as a minimum, but the space
requirement depends on the implementation. The more active documents in the
database, the more space is used - note that this progression is rather linear.
l Regular database maintenance is required, such as database compacting, is
required by a system administrator.
l It is recommended to create an ITprocess that backs up the database regularly.
l The recommended ideal setup is a dedicated SQLServer PC, accessed by
PlanetPress Workflow through an ODBCconnection on the local network.
l Microsoft Access
l Database file (mdb)must be local to the PlanetPress Workflow computer. It cannot
be located on a network drive or another server.
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