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
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Paste Step: Takes the step or steps in the clipboard and places them in the Steps after
the currently selected step.
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Delete Step: Deletes the currently selected step. If the step is a Repeat or Condition, all
steps under it are also deleted.
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Cut: Click to remove the currently selected step, or steps, and place them in the clipboard.
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Copy: Click to place a copy of the currently selected step, or steps, in the clipboard.
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Paste: Click to place any step, or steps, from the clipboard before the currently selected
step in the Steps Pane.
Data Menu
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Hide/Show datamap: Click to show or hide the icons to the left of the Data Viewer that
displays how the steps affect the line.
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Hide/Show extracted data: Click to show or hide the extraction selections indicating that
data is extracted. This simplifies making data selections in the same areas and is useful
to display the original data.
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Validate All Records: Runs the Steps on all records and verifies that no errors are
present in any of the records. Errors are displayed in the Messages Pane.
Steps
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Ignore Step: Click to set the step to be ignored (aka disabled). Disabled steps do not run
when in DataMapper and do not execute when the data mapping configuration is
executed in Workflow. However, they can still be modified normally.
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Add Extract Step: Adds an Extract Step with one or more extract fields. If more than one
line or field is selected in the Data Viewer, each line or field will have an extract field.
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Add Goto Step: Adds a Goto step that moves the selection pointer to the beginning of the
data selection. For instance if an XML node is selected, the pointer moves to where that
node is located.
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Add Condition Step: Adds a condition based on the current data selection. The "True"
branch gets run when the text is found on the page. Other conditions are available in the
step properties once it has been added.
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Add Repeat Step: Adds a loop that is based on the current data selection, and
depending on the type of data. XML data will loop on the currently selected node, CSV
loops for all rows in the record. In Text and PDF data, if the data selection is on the same
line as the cursor position, the loop will be for each line until the end of the record. If the
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