1.8
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 1.8
- Setup And Configuration
- System and Hardware Considerations
- Installation and Activation
- Where to obtain the installers
- Installation - important information
- Installation - How to guides
- Activation
- Installation Prerequisites
- 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 workstation
- Information about PlanetPress Workflow 8
- Upgrading from PlanetPress Suite 6/7
- What do I gain by upgrading to PlanetPress Connect?
- Known Issues
- Issues with Microsoft Edge browser
- Worklfow - Execute Data Mapping - Issues with mutliple PDFs
- Installation Paths with Multi-Byte Characters
- Switching Languages
- GoDaddy Certificates
- MySQL Compatibility
- PostScript Print Presets
- Available Printer Models
- External Resources in Connect
- Using Capture After Installing Workflow 8
- Capturing Spool Files After Installing Workflow 8
- Colour Model in Stylesheets
- Image Preview in Designer
- Merge\Weaver Engines when Printing
- REST Calls for Remote Services
- Print Content and Email Content in PlanetPress Workflow
- Print Limitations when the Output Server is located on a different machine
- VIPP Output
- Server Configuration Settings
- Uninstalling
- General information
- The DataMapper Module
- DataMapper basics
- Data mapping configurations
- Data mapping workflow
- The Data Model
- DataMapper User Interface
- Keyboard shortcuts
- Menus
- Panes
- Example
- Settings for location-based fields in a Text file
- Settings for location-based fields in a PDF File
- Settings for location-based fields in CSV and Database files
- Settings for location-based fields in an XML File
- Text and PDF Files
- CSV and Database Files
- XML File
- Text and PDF Files
- CSV and Database Files
- XML Files
- Left operand, Right operand
- Condition
- Operators
- Text file
- PDF File
- CSV File
- XML File
- JavaScript
- Toolbar
- Welcome Screen
- DataMapper Scripts API
- The Designer
- Designer basics
- Web
- Capture OnTheGo
- COTG Forms
- Creating a COTG Form
- Filling a COTG template
- Testing the template
- Sending the template to the Workflow tool
- Using COTG data in a template
- Designing a COTG Template
- Capture OnTheGo template wizards
- Using Foundation
- COTG Elements
- Using COTG Elements
- Testing a Capture OnTheGo Template
- Using the COTG plugin: cotg-2.0.0.js
- Dynamically adding COTG widgets
- Saving and restoring custom data and widgets
- Capture OnTheGo API
- Content elements
- Snippets
- Styling and formatting
- Personalizing Content
- Writing your own scripts
- Designer User Interface
- Designer Script API
- Designer Script API
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Examples
- Example
- Example
- Example
- Example
- Example
- Examples
- Creating a table of contents
- Example
- Examples
- Examples
- Examples
- Examples
- Replace elements with a snippet
- Replace elements with a set of snippets
- Example
- Example
- Creating a Date object from a string
- Control Script API
- Examples
- Generating output
- Print output
- Email output
- Web output
- Optimizing a template
- Generating Print output
- Saving Printing options in Print 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
- Print output variables
- Generating Fax output
- Generating Tags for Image Output
- Generating Email output
- Generating Web output
- Overview
- Connect 1.8 General Enhancements and Fixes
- Connect 1.8 Performance Related Enhancements and Fixes
- Connect 1.8 Designer Enhancements and Fixes
- Connect 1.8 DataMapping Enhancements and Fixes
- Connect 1.8 Output Enhancements and Fixes
- Capture OnTheGo (COTG) Enhancements and Fixes
- Workflow 8.8 Enhancements and Fixes
- Known Issues
- Previous Releases
- Overview
- Connect 1.7.1 General Enhancements and Fixes
- Connect 1.7.1 Designer Enhancements and Fixes
- Connect 1.7.1 DataMapping Enhancements and Fixes
- Connect 1.7.1 Output Enhancements and Fixes
- Workflow 8.7 Enhancements and Fixes
- Known Issues
- Overview
- OL Connect Send
- Connect 1.6.1 General Enhancements and Fixes
- Connect 1.6.1 Designer Enhancements and Fixes
- Connect 1.6.1 DataMapping Enhancements and Fixes
- Connect 1.6.1 Output Enhancements and Fixes
- Connect Workflow 8.6 Enhancements and Fixes
- Known Issues
- Overview
- Connect 1.5 Designer Enhancements and Fixes
- Connect 1.5 DataMapping Enhancements and Fixes
- Connect 1.5 Output Enhancements and Fixes
- Connect 1.5 General Enhancements and Fixes
- Connect 8.5 Workflow Enhancements and Fixes
- Known Issues
- Overview
- Connect 1.4.2 Enhancements and Fixes
- Connect 1.4.1 New Features and Enhancements
- Connect 1.4.1 Designer Enhancements and Fixes
- Connect 1.4.1 DataMapping Enhancements and Fixes
- Connect 1.4.1 Output Enhancements and Fixes
- Connect 8.4.1 Workflow Enhancements and Fixes
- Known Issues
- Legal Notices and Acknowledgements
Saving a data mapping configuration
A Data Mapping Configuration file has the extension .OL-datamapper. The file contains the
settings, the extraction workflow ('Steps'), the Data Model and the imported Data Samples
(excluding database source files such as mySQL, oracle, etc).
To save a data mapping configuration:
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In the Menus, click on File > Save, or click on Save As to save a copy of a data mapping
configuration under a different name.
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In the Toolbars, click the Save button.
If the data mapping configuration has not been saved before, you have to browse to the location
where the data mapping configuration should be saved and type a name, then click Save.
Using the wizard for CSV and Excel files
The DataMapper wizard for CSV and Excel files helps you create a data mapping configuration
for such files. The wizard automatically detects delimiters and extracts all data in one extraction
step.
The wizard interprets each line in the file as a record. If your data file contains transactional
data, you will probably want more lines to go in one record and put the transactional data in
detail tables.
The wizard cannot create detail tables. If the file contains transactional data, the data mapping
configuration is best created without a wizard (see "Creating a new data mapping
configuration" on page102).
There are two ways to open a CSV file or Excel file with a wizard: from the Welcome screen or
from the File menu.
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From the Welcome screen
1.
Open the PlanetPress Connect Welcome page by clicking the icon at the top
right, or select the Help menu and then Welcome.
2.
Click Create a New Configuration.
3.
From the Using a wizard pane, select CSV/XLSX/XLS.
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