2021.2
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 2021.2
- Setup And Configuration
- System and Hardware Considerations
- Installation and Activation
- Where to obtain the installers
- 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
- Server Configuration Settings
- Known Issues
- Uninstalling
- General information
- OL Connect projects
- The DataMapper
- DataMapper basics
- Data mapping configurations
- Creating a new data mapping configuration
- Opening a data mapping configuration
- Saving a data mapping configuration
- Down-saving a data mapping configuration
- Using the wizard for CSV and Excel files
- Using the wizard for databases
- Using the wizard for JSON files
- Using the wizard for PDF/VT or AFP files
- Using the wizard for XML files
- Advanced PCL to PDF options
- Data mapping workflow
- The Data Model
- DataMapper User Interface
- DataMapper Scripts API
- The Designer
- Designer basics
- Web
- Capture OnTheGo
- COTG Forms
- Creating a COTG Form
- Filling a COTG template
- Sending the template to the Workflow tool
- Receiving and extracting data from a COTG Form
- 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
- Dynamically adding COTG widgets
- Saving and restoring custom data and widgets
- Using submitted COTG data in a template
- Capture OnTheGo API
- Content elements
- Snippets
- Styling and formatting
- Personalizing content
- Preferences
- General preferences
- Clean-up Service preferences
- DataMapper preferences
- Database Connection preferences
- Editing preferences
- Email preferences
- Emmet preferences
- Engines preferences
- Hardware for Digital Signing preferences
- Language preferences
- Logging preferences
- Parallel Processing preferences
- Print preferences
- Project Wizards preferences
- Save preferences
- Scripting preferences
- Servers preferences
- Web preferences
- Writing your own scripts
- Script types
- Creating a new Standard Script
- Writing a script
- Setting the scope of a script
- Managing scripts
- Testing scripts
- Optimizing scripts
- The script flow: when scripts run
- Selectors in Connect
- Loading a snippet via a script
- Loading content using a server's API
- Using scripts in Dynamic Tables
- Control Scripts
- Post Pagination Scripts
- Translating templates
- Designer User Interface
- Designer Script API
- Functions and fields
- Example
- Functions and fields
- html()
- margins
- front, back
- Generating output
- Print output
- Email output
- Web output
- Generating Print output
- Generating Print output from the Designer
- Generating Print output from Workflow
- Print settings in a template
- Aborting content creation
- Print using standard print output settings
- Print Presets
- 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
- Runtime parameters
- PlanetPress Connect Release Notes
- OL PlanetPress Connect Release Notes 2021.2.1
- License Update Required for Upgrade to OL Connect 2021.x
- Backup before Upgrading
- Overview
- OL Connect 2021.2.1 Improvements
- OL Connect 2021.2 Designer Improvements
- OL Connect 2021.2 DataMapper Improvements
- OL Connect 2021.2 Output Improvements
- Workflow 2021.2 Improvements
- OL Connect 2021.2 Improvements
- Known Issues
- Previous Releases
- OL PlanetPress Connect Release Notes 2021.1
- OL PlanetPress ConnectRelease Notes 2020.2.1
- OL PlanetPress Connect Release Notes 2020.1
- OL PlanetPress Connect Release Notes 2019.2
- OL PlanetPress Connect Release Notes 2019.1
- PlanetPress Connect Release Notes 2018.2.1
- PlanetPress Connect Release Notes 2018.1.6
- PlanetPress Connect Release Notes 1.8
- PlanetPress Connect Release Notes 1.7.1
- PlanetPress Connect Release Notes 1.6.1
- PlanetPress Connect Release Notes 1.5
- PlanetPress Connect Release Notes 1.4.2
- 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
- OL PlanetPress Connect Release Notes 2021.2.1
- Knowledge Base
- Legal Notices and Acknowledgements
Required components
The following components are required in order to output to Image:
l A PlanetPress Imaging license.
l A Job Creation Preset adding the appropriate meta data fields (see "Job Creation
Presets" on page1477).
l An Output Creation Preset generating a PDF/VT file (see "Output Creation Presets" on
page1479).
l A PlanetPress Workflow process outputting to the PlanetPress Image task.
Job Creation Preset configuration
For email output, the following meta data fields must be added to the "Meta Data options" on
page1185 page in the Job Creation Preset:
l ImageSendTo: Add to have PlanetPress Image use the specified field as the E-mail
address to which to send the PDF file.
l ImageSendCc: Add to have PlanetPress Image use the specified field as the E-mail
address to which to send the PDF file as a carbon copy (CC).
l ImageSendBcc: Add to have PlanetPress Image use the specified field as the E-mail
address to which to send the PDF file as a blind carbon copy (BCC).
l ImageSubject: Add to have PlanetPress Image use the specified field as the subject of
the email that is sent.
l ImageBody: Add to have PlanetPress Image use the specified field as the body of the
email that is sent.
Note that the PDF file generated by the Print context is sent as an attachment to the email sent
using the information above.
PlanetPress Search Indexing
For PlanetPress Search indexing, you can add your own custom fields. Each field that is not
included in the above or in "Generating Fax output" on page1496 is added as an index for
PlanetPress Search. For example you could add CustomerID and this would appear as the
CustomerID index in Search. Yes, it's that easy!
Output Creation Preset configuration
The following settings must be used in the Output Creation Preset:
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