2021.2

Connection Tab
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Server Name: The server name or IP address of the server you wish to connect to.
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Repository: The name of the repository you wish to send the files to.
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User name: A user name in Laserfiche that has access to the above repository.
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Password: The password for the above user name.
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Test Connection: Click to verify that the information entered in this tab is correct and the
server accepts it.
Restrictions
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Each Laserfiche Repository Output task uses a connection to Laserfiche. You can use
as many Laserfiche Repository Output tasks at the same time as your Laserfiche
license allows. If you see the error message ‘The session number was exceeded’ in the
PlanetPress Workflow Service Console, it means you have exceeded your allowed
number of connections.
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To use the “Use PlanetPress PDF/A archives” option, make sure to:
l Check the field as Multiple, select CHAR type and enter the width fields in
Laserfiche administration console as long as your PlanetPress fields.
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Insert a folder path to your PDI source files in the PlanetPress Image archive folder.
l If a field is checked as Required in Laserfiche administration console, fill the field value.
l If you want to assign an Informational Tag, do not check the Security tag option in the
Laserfiche administration console.
l If the output repository folder does not have access rights to read and create documents,
the task will not be able to export documents to the selected Laserfiche folder.
l If you intend to use PDI for number type, your decimal separator in both your Regional
and Language Options and in PlanetPress Index (PDI) numbers should be a dot (".").
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The Laserfiche output task will only work if an activated PlanetPress Image is found,
either locally or on the network.
Lookup in Microsoft® Excel® Documents
The Lookup in Microsoft® Excel® Documents action task is used to complement your job
file's Metadata by retrieving data from a Microsoft® Excel® spreadsheet on your system. The
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