2022.1
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 2022.1
- 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
- OL Connect automation with Node-RED
- Installation
- OL Connect nodes
- Connection settings for OL Connect Server
- OL Connect resources in Node-RED
- Flows in an OL Connect application
- Node-RED: nodes and common techniques
- OL Connect Startup flow
- An OL Connect email flow in Node-RED
- An OL Connect print flow in Node-RED
- An OL Connect preview PDF flow in Node-RED
- An OL Connect web flow in Node-RED
- Capture OnTheGo flows in Node-RED
- 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
- Sample Projects preferences
- Save preferences
- Scripting preferences
- Servers preferences
- Versioning 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
- Handlebars in OL Connect
- 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 2022.1.2
- License Update Required for Upgrade to OL Connect 2022.x
- Backup before Upgrading
- Overview
- OL Connect 2022.1.2 Improvements
- OL Connect 2022.1.1 Improvements
- OL Connect 2022.1 Improvements
- OL Connect 2022.1 Designer Improvements
- OL Connect 2022.1 DataMapper Improvements
- OL Connect 2022.1 Output Improvements
- Workflow 2022.1 Improvements
- OL Connect 2022.1 Improvements
- Known Issues
- Previous Releases
- OL PlanetPress Connect Release Notes 2021.2.1
- 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 2022.1.2
- Knowledge Base
- Legal Notices and Acknowledgements
l Delete Step: Deletes the currently selected step. If the step is a Repeat or Condition, all
steps under it are also deleted.
l Cut: Click to remove the currently selected step, or steps, and place them in the clipboard.
l Copy: Click to place a copy of the currently selected step, or steps, in the clipboard.
l Paste: Click to place any step, or steps, from the clipboard before the currently selected
step in the "Steps pane" on page363.
Data Menu
l 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.
l 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.
l 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" on page346.
Steps
l Ignore Step/Reactivate Step: Click to set the step to be ignored (aka disabled) or to
reactivate it. 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.
l 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.
l 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.
l 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.
l 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
data selection is on a lower line, the loop will be for each line until the text in the data
selection is found at the specified position on the line (e.g. until "TOTAL" is found).
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