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
To configure the settings for the extraction step such as the list of fields included in the
extraction, how to change a field name, the data format of each field or if the information is
extracted from a position on the page or to using a script, see Extract Step Properties.
From a CSV file or a Database
Extracting Promotional Data
For more information about Promotional and Transactional data, please refer to About
Promotional and Transactional Data.
1. From the Viewer pane, select the fields that contain the customer and invoice information.
For more information about how to select data in a CSVfile, please refer to Data
Selection/From a CSV File.
2. Drag & drop the selected fields into the Data Model pane.
Note
Alternatively, you can simply right click on the selected fields and select Add
Extraction. Please refer to Menus, Toolbar and Shortcut Keys for more information
about the available toolbar buttons, menus and keyboard shortcuts.
Extracting Transactional Data
The Transactional Data (line items information) appears on multiple lines. You must create a
loop on these lines to extract the items information. The line items are extracted in a detail
table.
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