2018.1

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From the Welcome screen
1.
Open the PlanetPress ConnectWelcome 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 PDF/VT or AFP.
4.
Click the Browse button and open the PDF/VT or AFP file you want to work with.
Click Next.
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From the File menu
1.
In the menu, click File > New.
2.
Click the Data mapping Wizards drop-down and select From PDF/VT or AFP.
3.
Click Next.
4.
Click the Browse button and open the PDF/VT or AFP file you want to work with.
Click Next.
After selecting the file, select the following options in the Metadata page:
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Metadata record levels: Use the drop-down to select what level in the metadata defines
a record.
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Field List: This list displays all fields on the chosen level and higher levels in the PDF/VT
or AFP metadata. The right column shows the field name. The left column displays the
level on which it is located. Check any field to add it to the extraction.
Click Finish to close the dialog and open the actual Data Mapping configuration.
On the Settings pane, you will see that the boundary trigger is set to On metadata. The
selected metadata fields are added to the Data Model.
Note
Extracting data from a PDF that comes from a Windows printer queue (a PDF converted to
PostScript, converted back to PDF by an Input task in Workflow) might not work (see the
Connect Knowledge Base.)
The rule of thumb is: if copy-paste from Acrobat works, so will data mapping; if not, the
DataMapper won't either.
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