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
Basics
PlanetPress Workflow is a tool to automate the processing, distribution and printing of your
business documents. Once installed on the server, it can be set up to automate all tasks related
to document processing (see "Setting up the working environment" on page15).
When you're all set up, you can start using the Workflow Configuration tool, assuming that you
have already done research on the processes that need to be automated.
Working with Workflow implies the following basic steps:
1.
Creating a Workflow configuration
A Workflow configuration consists of a number of processes, of which each has an input
task, output task and possibly a number of tasks in between. See: "About Workflow
Configurations" on page523.
2.
Debugging the configuration
Debugging is the act of running through your process, either step by step or as a whole,
directly from the PlanetPress Workflow Configuration Tool, in order to detect and resolve
issues with your process. Debugging a process requires providing a sample data file.
See: "Debugging and Error Handling" on page56.
3.
Sending it to the Server (and testing it again)
As you are working on your configuration, you can save that configuration file as a file on
your local hard drive. Saving a configuration file never replaces the current PlanetPress
Workflow service configuration. To do this, you must use the Send Configuration
command; see "Sending a configuration" on page525.
Related tools and resource files
Workflow serves as automation tool in a number of distinct products. Some of the tasks that can
be used in a Workflow configuration only work with product-specific files. The tools that you
need in order to produce those files depend on the product that you are using:
l
PlanetPress Connect users will use the other Connect modules - the Designer and
DataMapper - to create the templates and data mapping configurations used by OL
Connect tasks. The user guides of these modules can be found here:
http://help.objectiflune.com/en/PlanetPress-connect-user-guide/2018.1/.
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PlanetPress Suite users may use documents made with PlanetPRess Design. For the
user guide, see http://help.objectiflune.com/en/planetpress-design-user-guide/.
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