8.7
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 8.7.1
- System Requirements
- Basics
- Features
- The Nature of PlanetPress Workflow
- About Branches and Conditions
- Configuration Components
- Connect Resources
- About Data
- Data Repository
- About Documents
- Debugging and Error Handling
- The Plug-in Bar
- About Printing
- About Processes and Subprocesses
- Using Scripts
- Special Workflow Types
- About Tasks
- Task Properties
- Variable Properties
- Working With Variables
- About Configurations
- About Related Programs and Services
- The Interface
- Customizing the Workspace
- PlanetPress Workflow Button
- The Configuration Components Pane
- Components Area Sections
- Processes and Subprocesses
- Manipulate Global Variables
- Connect Resources
- PPS/PSM Documents
- Associate Documents and PlanetPress Printer Queues
- Using the Clipboard and Drag & Drop
- Rename Objects in the Configuration Components Pane
- Reorder Objects in the Configuration Components Pane
- Grouping Configuration Components
- Expand and Collapse Categories and Groups in the Configuration Components Pane
- 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
- PlanetPressFax 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
Job: a file that contains 1 or more groups.
l
Group: a logical and ordered group of documents (ex: all invoices for a specific customer
number; all documents going to the same address, etc.).
l
Document: group of 1 or more ordered datapages intended to the same recipient from the
same source (ex: invoice).
l
Datapage: 1 atomic unit of content that produces zero, one or more pages.
l
Page: 1 side of a physical paper sheet.
When metadata is produced for a given job, a hierarchical (i.e. tree-like) structure is created,
composed of the above elements in the following order: Job > Group(s) > Document(s) >
Datapage(s) > Page(s). Any operation that modifies the data with regards to the structure (ex:
remove pages, alter the data, etc.) makes the metadata obsolete and so it must be recreated or
refreshed.
Metadata in OL Connect tasks
Although the metadata file created and maintained by OL Connect tasks looks the same as the
metadata file produced by other tasks, it is in fact different: it contains less information. Only the
first three levels in the metadata hold information about the job: Job, Group and Document. A
Group has information about a record set and a Document about one record. Datapage and
Page nodes are visible in the Metadata file, but in this case they don't contain any actual job
related information.
Taking this limitation into account, the Metadata related plugins (see "Metadata Tasks" on
page494) can be used in conjunction with OL Connect tasks nonetheless.
PlanetPress Design example
As an example, consider the typical case of a PlanetPress Design document which uses a Line
Printer data file of transactional data in order to generate PDF invoices for a series of clients. By
using the Metadata tools available in PlanetPress Workflow, the following information can be
added to the data file:
l The job contains only invoices for clients located in Montreal.
l Since more than one invoice can go to the same recipient, invoices are grouped by
customer.
l Each invoice is a document resulting from the execution of a PlanetPress Design
document over one or more datapages, which results in zero or more physical pages
being output.
Page 39