8.4

l
Import a rule:Click to open the Browse dialog and load a Rules file. This will load its rules into
the list.
l
Export the rule:Click to open a Save dialog and save the Rules file to disk.
l Rule Viewer:Displays a text-based view of the condition using operators and parentheses.
l Output Type group:
l Output IDs in Metadata:Select to only output minimal metadata containing the entity IDs.
l Output records in Metadata:Select to output IDs as well as record details in the metadata,
useful for further sorting and filtering of the metadata.
Commingling/Batching Tab
Commingling (available only with the appropriate license) is a method by which Print Content Items are
merged together to create mail pieces going to each recipient. For instance, retrieving a letter, an invoice
and a notice within the same mail piece, which presumably could be added within the same envelope.
Batching is the same principle when all the Print Content Items are generated using the same Template file.
This tab is only available if the "Content Item"option is selected in the General Tab's "Entity to
retrieve"drop-down. To modify any of the following options, click in the Parameters box and then click the
[...] button that appears.
l Document contents:Defines the Document ("Mail Piece")level and how they are built.
l
Pick items based on:Use the [...] to open the Pick Parameters dialog and define how to pick
which items will be placed in each document. Content items picked using this method will be
part of the same mail piece.
l
Sort items based on:Use the [...] to open the Sort Parameters dialog and define how Content
Items are sorted within the mail piece.
l Group contents:Define the Group level (for example, a Mail Route), or how to group mail pieces
together in groups.
l
Pick items based on: Use the [...] to open the Pick Parameters dialog and define how to pick
which documents will be placed in each Document group. groups are often used to separate
mail routes, provinces, or cities.
l
Sort items based on:Use the [...] to open the Sort Parameters dialog and define how
documents are sorted within the group, for example by Zip Code.
Connect Proxy Tab
This tab is common to all OLConnect tasks and defines where to process the jobs send through these
tasks. When these fields are empty, they use the defaults set in the OL Connect User Options page of the