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
Extract step properties
The Extract step takes information from the data source and places it in the record set that is
the result of the extraction workflow. For more information see "Extract step" on page142 and
"Extracting data" on page118.
Description
This subsection is collapsed by default in the interface, to give more screen space to other
important parts.
Name: The name of the step. This name will be displayed on top of the step's icon in the Steps
pane.
Comments: The text entered here will be displayed in the tooltip that appears when hovering
over the step in the Steps pane.
Extraction Definition
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Data Table: Defines where the data will be placed in the extracted record. The root table
is record, any other table inside the record is a detail table. For more information see
"Extracting transactional data" on page124.
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Append values to current record: When the Extract step is inside a loop, check this to
ensure that the extraction will be done in the same detail table as any previous
extractions within the same loop. This ensures that, if multiple extracts are present, only
one detail table is created.
Field Definition
The following field definition settings are identical for all fields.
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Field List: The Field List displays each of the single fields that belong to the selected
step in a drop-down. Fields can be re-ordered and re-named within the Order and rename
fields dialog (see "Order and rename fields dialog" on page224). Select one of the fields
to make further settings for that field.
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Add Unique ID to extraction field: Check to add a unique numerical set of characters to
the end of the extracted value. This ensures no two values are identical in this field in the
record set.
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