2022.2

Basics
PReS Workflow is a tool to automate the processing, distribution and printing of your business doc-
uments. Once installed on the server, it can be set up to automate all tasks related to document pro-
cessing (see "Setting up the working environment" on page24).
When you're all set up, you can start using the Workflow Configuration tool, assuming that you have
already done research on the processes that need to be automated.
Working with Workflow implies the following basic steps:
1. Creating a Workflow configuration
A Workflow configuration consists of a number of processes, of which each has an input task, out-
put task and possibly a number of tasks in between. See: "About Workflow Configurations" on the
facing page.
2. Debugging the configuration
Debugging is the act of running through your process, either step by step or as a whole, directly
from the PReS Workflow Configuration Tool, in order to detect and resolve issues with your pro-
cess. Debugging a process requires providing a sample data file. See: "Debugging and error
handling" on page82.
3. Sending it to the Server (and testing it again)
As you are working on your configuration, you can save that configuration file as a file on your
local hard drive. Saving a configuration file never replaces the current PReS Workflow service
configuration. To do this, you must use the Send Configuration command; see "Sending a con-
figuration" on page36.
Related tools and resource files
Workflow serves as automation tool in a number of distinct products. Some of the tasks that can be
used in a Workflow configuration only work with product-specific files. The tools that you need in order
to produce those files depend on the product that you are using:
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PReS Connect users will use the other Connect modules - Designer and DataMapper - to cre-
ate the templates, data mapping configurations and print presets used by OL Connect tasks. The
user guides of these modules can be found here: http://help.objectiflune.com/en/PReS-connect-
user-guide/2022.2/.
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PlanetPress Suite users may use documents made with PlanetPRess Design. For the user
guide, see http://help.objectiflune.com/en/planetpress-design-user-guide/.
The product-specific files need to be sent to, or imported into, Workflow before they can be used in con-
junction with a task (see "Workflow Configuration resource files" on page37). They become visible in
the "Configuration Components pane" on page689.
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