1.6
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 1.6.1
- Setup And Configuration
- System and Hardware Considerations
- Installation and Activation
- Installation Pre-Requisites
- User accounts and security
- The Importance of User Credentials on Installing and Running PlanetPress Connect
- Installing PlanetPress Connect on Machines without Internet Access
- Installation Wizard
- Running Connect Installer in Silent Mode
- Activating a License
- Migrating to a new computer
- Information about PlanetPress Workflow 8
- Upgrading from PlanetPress Suite 7.6
- What do I gain by upgrading to PlanetPress Connect?
- Server Settings
- Uninstalling
- The DataMapper Module
- Basics
- Features
- Data Mapping Configuration
- Data Mapping Workflow
- The Data Model
- Data Source (Settings)
- DataMapper User Interface
- Defining Boolean Values
- Defining String Values
- Building String Values
- Defining Integer Values
- Building Integer Values
- Defining Float Values
- Building Float Values
- Defining Currency Values
- Building Currency Values
- Extracting dates
- Entering a date using JavaScript
- Defining Object Values
- DataMapper Scripts API
- The Designer
- Generating output
- Optimizing a template
- Generating Print output
- Saving Printing options in Printing Presets.
- Connect Printing options that cannot be changed from within the Printer Wizard.
- Print Using Standard Print Output Settings
- Print Using Advanced Printer Wizard
- Adding print output models to the Print Wizard
- Splitting printing into more than one file
- Variables available in the Output
- Generating Fax output
- Generating Tags for Image Output
- Generating Email output
- Generating Web output
- Release Notes
- Copyright Information
- Legal Notices and Acknowledgments
PlanetPress Search Indexing
For PlanetPress Search indexing, you can add your own custom fields. Each field that is not
included in the above or in Generating Fax output is added as an index for PlanetPress Search.
For example you could add CustomerID and this would appear as the CustomerID index in
Search. Yes, it's that easy!
Output Preset Configuration
The following settings must be used in the Output Preset:
l In the Print Options, a PDF type should be selected, such as Generic PDF.
l In the PDF Options, the PDF Type should be set to PDF/VT
PlanetPress Workflow Process
The following Workflow will produce Image output:
l The four regular Connect tasks to generate print output:
l Execute Data Mapping
l Create Print Content
l
Create Job using the above Job Preset
l
Create Output using the above Output Preset. The task's Output Management
must be set to be Through Workflow.
l
The PlanetPress Image connector task set to Passthrough (the first "Document" on the
list). If sending Email, choose the "Send Email" option of the Output group. Otherwise,
choose Archive Output, ensure the output type is PDF, and optionally fill in the
PlanetPress Search Database tab appropriately.
Generating Email output
The Email context outputs HTML email with embedded formatting to an email client through the
use of an email server. The HTML generated by this context is meant to be compatible with as
many clients and as many devices as possible.
Email Output can be generated in two different ways: from the Designer or via Workflow. In both
cases, email is sent in a single batch for the whole record set.
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