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
l SharePoint Site:The name of the SharePoint site from where you want to retrieve
documents. You can click on the Refresh button to display a list of sites on your
SharePoint server.
l Document Library:The document library where you want to retrieve the files. You can
click on the Refresh button to display a list of libraries on the SharePoint site selected
previously.
l Folder:The folder in the document library where your files are located. You can click the
Browse button to display your folder structure. In the Browse Folders dialog, click on the
folder you want to use and click OK.
l Input Rule:Lets you define rules to filter incoming files on certain variables, for example
the file name, size, etc. Clicking the ... button brings up the Rule Interface.
l Download files from sub-directories also:Check to also look into subdirectories of the
specified Folder.
l Do not download checked out documents:If the document is set as "Checked Out" in
SharePoint, it will be ignored.
l Action Group
l Download the document:Simply download the document and do not modify it in
SharePoint.
l Download the document and mark it as checked out in SharePoint:Download
the document and mark it as Checked Out in SharePoint. This is useful for
preventing files to be downloaded more than once.
l Download the document and delete it from SharePoint:Download the document
and delete it from the SharePoint server.
Connection Tab
l Server Name:The name of the SharePoint server. This can either be a server name (e.g.
http://SharePoint2003 )or an IPaddress (e.g. http://192.168.1.123 ). Both http:// and
https:// (secure) connections are accepted.
l Domain:The active directory domain for the logon credentials. This is not necessary if
the SharePoint server is not part of a domain.
l UserName:A valid user name that has access to the SharePoint site and is able to read
and write to document libraries.
l Password:The correct password for the user name.
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