2018.2
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 2018.2
- 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
- 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
- Upgrading from PlanetPress Suite 6/7
- Preferences
- Server Configuration Settings
- Connect: a peek under the hood
- Known Issues
- Job Creation Presets: External Sorting
- Engine Preferences: Backward Compatibility Issues
- Business Graphics: Backward Compatibility Issues
- Known Font issues
- Minor differences in PCL output introduced in 2018.1
- Windows Server 2016 issue
- Limit of 100MB of image files within a single job
- Print Output: Booklet Impositioning changes introduced in 2018.1
- Issues with Microsoft Edge browser
- 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
- Color Model in Style Sheets
- 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
- 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
- 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
- Australia Post 4 State Settings
- Codabar Settings
- Code 128 Settings
- Code 39 Settings
- Datamatrix Settings
- EAN-128 Settings
- EAN-13 Settings
- EAN-8 Settings
- Interleaved 2 of 5 Settings
- KIX Code (Dutch Post) Settings
- PDF417 Settings
- QR Code Settings
- Royal Mail 4 State Settings
- Royal Mail 2D Settings
- UPC-A Settings
- UPC-E Settings
- US Postal Service IMB Settings
- US Postal Service IMPB Settings
- Designer Script API
- Standard 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
- Post Pagination Script API
- Designer Script API
- Generating output
- Print output
- Email output
- Web output
- Generating Print output
- Saving Printing options in Print Presets
- Print settings in a template
- Generating Print output from Workflow
- Aborting content creation
- 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
- Optimizing a template
- Overview
- Connect 2018.2 Enhancements
- Connect 2018.2 Designer Updates
- JSON support added to the Data Model Panel
- Minimum Pages option added to Print Sections
- Color Output option added to Print Contexts
- Breadcrumb Improvements
- Send To Workflow Improved
- Paste as Plain Text option added
- Scripting Improvements
- Post Pagination Improvements
- Barcode Improvements
- Business Graphics Improvements
- General Designer Improvements
- Connect 2018.2 DataMapping Updates
- Connect 2018.2 Server Enhancements
- Connect 2018.2 Output updates
- Print Wizard and Preset Wizard Improvements
- Workflow 2018.2 Updates
- Known Issues
- Overview
- Connect 2018.2.1 Enhancements/Fixes
- Connect 2018.2 Enhancements
- Connect 2018.2 Designer Updates
- JSON support added to the Data Model Panel
- Minimum Pages option added to Print Sections
- Color Output option added to Print Contexts
- Breadcrumb Improvements
- Send To Workflow Improved
- Paste as Plain Text option added
- Scripting Improvements
- Post Pagination Improvements
- Barcode Improvements
- Business Graphics Improvements
- General Designer Improvements
- Connect 2018.2 DataMapping Updates
- Connect 2018.2 Server Enhancements
- Connect 2018.2 Output updates
- Print Wizard and Preset Wizard Improvements
- Workflow 2018.2 Updates
- Known Issues
- Previous Releases
- Overview
- Connect 2018.1.6 Enhancements/Fixes
- Connect 2018.1.5 Enhancements/Fixes
- Connect 2018.1.4 Enhancements/Fixes
- Connect 2018.1.3 Enhancements/Fixes
- Connect 2018.1.2 Enhancements/Fixes
- Connect 2018.1.1 Enhancements/Fixes
- Connect 2018.1 General Enhancements
- Connect 2018.1 Designer Enhancements/Fixes
- Connect 2018.1 DataMapping Enhancements/Fixes
- Connect 2018.1 Output Enhancements/Fixes
- Workflow 2018.1 Enhancements/Fixes
- Known Issues
- 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
- 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
Record boundaries
Boundaries are the division between records: they define where one record ends and the next
record begins. Using boundaries, you can organize the data the way you want.
You could use the exact same data source with different boundaries in order to extract different
information. If, for instance, a PDF file contains multiple invoices, each invoice could be a
record, or all invoices for one customer could go into a single record.
Keep in mind that when the data is merged with a template, each record generates output
(print, email, web page) for a single recipient.
To set a boundary, a specific trigger must be defined.
The trigger can be a natural delimiter between blocks of data, such as a row in a CSV file or a
page in a PDF file.
It can also be something in the data that is either static (for example, the text "Page 1 of" in a
PDF file) or changing (a customer ID, a user name, etc).
To define a more complex trigger, you can write a script (see "Setting boundaries using
JavaScript" on page323).
A new record cannot start in the middle of a data field, so if the trigger is something in the data,
the boundary will be set on the nearest preceding natural delimiter. If for instance in a PDF file
the text "Page 1 of" is used as the trigger, the new record starts at the page break before that
text.
For an explanation of all Boundaries options per file type, see "Boundaries" on page270.
Data format settings
By default the data type of extracted data is a HTMLString, but each field in the Data Model can
be set to contain another data type (see "Data types" on page230). When that data type is
Date, Number or Currency, the DataMapper will expect the data in the data source to be
formatted in a certain way, depending on the settings.
The default format for dates, numbers and currencies can be set in three places: in the user
preferences, in the data source settings, and per field in the Data Model.
By default, the user preferences are set to the system preferences. These user preferences
become the default format values for any newly created data mapping configuration. To change
these preferences, select Window > Preferences > DataMapper > DataMapper default
format (see "DataMapper preferences" on page892).
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