2022.2
Table Of Contents
- Welcome to PlanetPress Workflow 2022.2
- Installation and setup
- Basics
- Features
- About Workflow Configurations
- Workflow Configuration resource files
- About data
- Data Repository
- Debugging and error handling
- About printing
- OL Connect print jobs
- PlanetPress Suite print jobs
- PlanetPress Workflow printer queues
- Shared printer queue properties
- Windows Output printer queue
- LPR Output Printer Queue
- FTP Output Printer Queue
- Send to Folder printer queue
- Load balancing
- Associating PlanetPress Design documents and PlanetPress printer queues
- Triggers
- Objectif Lune Printer Driver (PS)
- About processes and subprocesses
- Using Scripts
- Run Script task
- APIs
- The Script Editor and XSLT Editor
- SOAP Server API Reference
- The Watch Object
- Data Repository API
- Metadata API
- Attributes
- Count
- Fields
- Index
- NodeType
- Parent
- Selected
- SelectedCount
- SelectedState
- Add(Integer Index)
- AttributeByIndex(Integer Index)
- AttributeByName(const String Name)
- Clear()
- Copy()
- Cut()
- DatapageCount()
- Delete()
- DocumentCount()
- FieldByIndex(Integer Index)
- FieldByName(const String Name)
- FieldByNameIndex(const String Name, Integer Index)
- IndexInDocument()
- IndexInGroup()
- IndexInJob()
- Item(Integer Index)
- PageCount()
- Paste()
- PasteAt(Integer Index)
- Select(TSelectWhat SelectWhat)
- SelectedDatapageCount()
- SelectedDocumentCount()
- SelectedIndexInDocument()
- SelectedIndexInGroup()
- SelectedIndexInJob()
- SelectedPageCount()
- Sort(const String Name, optional TSortFlags Flags, optional const String Name...
- Parameters
- Exceptions
- Parameters
- Exceptions
- Parameters
- Returns
- Parameters
- Exceptions
- Parameters
- Returns
- Exceptions
- Parameters
- Returns
- Parameters
- Returns
- Exceptions
- Parameters
- Returns
- Exceptions
- AlambicEdit API reference
- Stopping execution
- Special workflow types
- About variables
- Workflow add-ons
- About related programs and services
- About Tasks
- Adding tasks
- Editing a task
- Task properties
- Masks
- Selecting a resource file in task properties
- Input tasks
- Initial Input tasks
- Secondary Input tasks
- Properties common to all input tasks
- Available Input tasks
- Create File
- Email Input
- File Count
- Folder Capture
- Folder Listing
- FTP Input
- HTTP Client Input
- Input Error Bin
- Input SOAP
- LPD Input
- Merge PDF Files
- Microsoft 365 Email Input
- Microsoft 365 OneDrive Input
- NodeJS Server Input
- PrintShop Web Connect
- Secure Email Input
- Serial Input
- SFTP Input
- SMTP Input
- Telnet Input
- WinQueue Input
- Action tasks
- Add/Remove Text
- Advanced Search and Replace
- Barcode Scan
- Change Emulation
- Create PDF
- Database Query
- Decompress File(s)
- Digital Action
- External Program
- Load External File
- Logger
- Mathematical Operations
- Open XSLT
- PDF/A-3 Attachments
- Push to Repository
- Rename
- Run Script
- Search and Replace
- Send to Folder
- Set Job Infos and Variables
- SOAP Client plugin
- Standard Filter
- Translator
- XML/JSON Conversion
- Data splitters
- Process logic tasks
- Connector tasks
- Metadata tasks
- OL Connect Send
- OL Connect tasks
- All In One
- Create Email Content
- Create Job
- Create Output
- Create PDF/VT
- Create Preview PDF
- Create Print Content
- Create Web Content
- Download EML Messages
- Execute Data Mapping
- File Store - Delete File
- File Store - Download File
- File Store - Upload File
- Mark Connect Sets for Deletion
- Merge Jobs
- PDF to Bitmap
- Render Email Content
- Retrieve Items
- Set Properties
- Update Data Records
- Output tasks
- Document Management tasks
- Email Services
- Legacy tasks
- Unknown tasks
- 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 plugin preferences 1
- HTTP Server Input plugin preferences 2
- LPD Input plugin preferences
- NodeJS Server Input plugin preferences 1
- NodeJS Server Input plugin preferences 2
- NodeJS Server Input plugin preferences 3
- Serial Input plugin preferences
- SMTP Input 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 user interface
- Customizing the Workspace
- PlanetPress Workflow Button
- Configuration Components pane
- Components Area Sections
- PlanetPress Design document properties
- Moving and copying configuration components
- 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...
- Deleting something from the Configuration Components pane
- Dialogs
- Access Manager
- Access Manager hosts.allow File
- Activate a printer
- Advanced SQL Statement Dialog
- Data Repository Manager
- The Data Selector
- Data Selector display preferences
- The File Viewer
- LaserFiche Repository Output Task - Configure Tags
- LaserFiche Repository Output Task - Configure Templates
- PDF Viewer
- Printer utilities
- Process properties
- Rule Interface
- The PlanetPress Workflow Service Console
- Task Properties dialog
- Update document
- Virtual Drive Manager
- The Debug Information pane
- The Message Area Pane
- The Object Inspector pane
- The Plug-in Bar
- The Process area
- Cutting, copying and pasting tasks and branches
- Highlight a task or branch
- Disabling tasks and branches
- Moving a task or branch using drag-and-drop
- Redo a command
- Removing tasks or branches
- Replacing tasks, conditions or branches
- Resize the rows and columns of the Process area
- Collapse and expand branches and conditions
- Undo a command
- Zoom in or out within the Process Area
- The Quick Access Toolbar
- The PlanetPress Workflow Ribbon
- The Task Comments Pane
- The PlanetPress Workflow Service Console
- Knowledge Base
- Legal Notices and Acknowledgments
Then comes the Component Selection page, where the different components of Workflow can be
selected for installation. Currently, the following are available:
l
PlanetPress Connect Workflow: This is the main Workflow program.
l
PlanetPress Connect Imaging: Imaging is an optional add-on and purchased separately from
Connect. It is broken up into different components:
l
PlanetPress Connect Image: This is the main component required to use Imaging.
l
PlanetPress Connect Fax: Required for sending faxes through Workflow.
l
PlanetPressConnect Search: This component is used in conjunction with Image. It’s an archiv-
ing/indexing system for PDF documents created with the Image plugin(s).
l
PlanetPressConnect Printer: This will install our print driver on the system and create a Win-
dows printer using that driver. This is not an optional component.
l
LaserFiche Plug-In: Required if you plan to upload documents to LaserFiche through Workflow.
l
PlanetPress Suite ICR Library: Required for users upgrading from PlanetPress Suite who use
PlanetPress Capture.
Note for users upgrading from a previous version of Connect: If you did not install the “LaserFiche Plug-
In” or “PlanetPress Suite ICR Library” in your last installation, then it will not present you with an option
to install them. You would have to uninstall first, and then run the installer to get access to these.
Click Next to move to the Destination Folder page, which will ask you to define the installation folder.
It will also calculate and display how much disk space is required for installing the selected components
as well as how much space is available.
Click Next to move to the Ready to install page, which ask you if you wish to Create desktop short-
cuts. If you would like to have these shortcuts installed to the desktop, then select this option.
Click Next to start the installation itself. This process will take at least several minutes.
Completing the installation
After a successful installation, the Check for Update option is displayed and selected by default. It
causes the Product Update Manager to run after the installation is finished. This allows configuring
PlanetPress Connect to regularly check for entitled updates.
This option may not be available in the event that an issue was encountered during the installation.
Click the Show Log... button if an issue was encountered during the installation, to obtain details. This
information can then be provided to Upland Objectif Lune for troubleshooting.
When ready, click the Finish button to close the installation wizard, and initialize the Product Update
Manager, if it was selected.
Page 22