OBJECTIF LUNE PlanetPress Connect 2022.2 User manual



UserGuide

Version2022.2.3

LastRevision:2/16/2023

UplandObjectifLuneInc.

240946eAvenue

Lachine

QCH8T3C9

Canada

www.objectiflune.com



Alltrademarksdisplayedarethepropertyoftheirrespectiveowners.

©UplandObjectifLuneInc.1994-2023.Allrightsreserved.Nopartofthisdocumentationmayberepro-

duced,transmittedordistributedoutsideofUplandOLbyanymeanswhatsoeverwithouttheexpress

writtenpermissionofUplandOL.UplandOLdisclaimsresponsibilityforanyerrorsandomissionsin

thisdocumentationandacceptsnoresponsibilityfordamagesarisingfromsuchinconsistenciesor

theirfurtherconsequencesofanykind.UplandOLreservestherighttoaltertheinformationcontained

inthisdocumentationwithoutnotice.

Table of Contents

Welcome to PlanetPress Connect 2022.2 13

Setup And Configuration 13

SystemandHardwareConsiderations 13

AntivirusExclusions 14

DatabaseConsiderations 16

Environmentconsiderations 19

LanguageandEncodingConsiderations 21

NetworkConsiderations 21

Performanceconsiderations 23

Systemrequirements 25

InstallationandActivation 27

Wheretoobtaintheinstallers 28

Installationprerequisites 29

Useraccountsandsecurity 29

InstallingPlanetPressConnectonMachineswithoutInternetAccess 30

InstallationWizard 32

RunningConnectinstallerinSilentMode 43

ActivatingaLicense 50

Migratingtoanewworkstation 53

InformationaboutPlanetPressWorkflow 59

Upgrading 60

ServerConfigurationSettings 82

Connectionpreferences 84

Engineconfiguration 87

Languagepreferences 95

ParallelProcessingpreferences 95

KnownIssues 102

Uninstalling 112

General information 113

Connect:apeekunderthehood 114

TheWorkflowserver 114

TheConnectserver 115

TheConnectdatabase 116

TheFileStore 116

Theengines 117

TheRESTAPI 117

Logfiles 118

Location 118

Name 119

Format 119

Page 4

Connectfiletypes 119

OL Connect projects 120

AutomationwithWorkflow 121

UsingtheRESTAPI 121

Versioning 122

Versionedprojects 123

Creatingversionedprojects 124

Viewingprojecthistory 126

Viewingprojectcontent 127

Usingtags 128

Versionedprojectsinthecloud 129

Beforeyoustart 129

Creatingacloud-basedversionedproject 130

Keepingthelocalandonlineprojectsinsync 132

SampleProjects 134

SampleProject:BasicEmail 135

SampleProject:COTGTimesheets 141

SampleProject:PrintPromotionalJobs 148

SampleProject:PrintTransactionalJobs 153

SampleProject:SubmittingDatawithWebForms 159

SampleProject:ServingaWebPage 164

WorkflowprocessesinOLConnectprojects 168

AboutWorkflowprocesses 168

CommonOLConnectWorkflowprocesses 169

OLConnecttasks 169

EmailprocesseswithOLConnecttasks 171

PrintprocesseswithOLConnecttasks 172

WebprocesseswithOLConnecttasks 174

CaptureOnTheGoWorkflowprocesses 176

Batchingandcommingling 177

OL Connect automation with Node-RED 181

Installation 182

OLConnectnodes 182

ConnectionsettingsforOLConnectServer 183

OLConnectresourcesinNode-RED 183

FlowsinanOLConnectapplication 184

Node-RED:nodesandcommontechniques 184

NodesusedinOLConnectflows 185

ReadingaJSONfile 186

ParsingaJSONstring 186

Usingvariables 187

Page 5

Settingandmovingmsgproperties 188

Iteratingoveritemsinanarray 188

Concatenatingstrings 188

OLConnectStartupflow 189

Triggeringastartupflow 189

Initializingglobalvariables 189

DeployingOLConnectresources 190

AnOLConnectemailflowinNode-RED 190

ThestructureofanOLConnectemailflow 190

FilesusedinanOLConnectemailflow 191

AnOLConnectprintflowinNode-RED 191

Thestructureofaprintflow 192

Filesusedinaprintflow 193

AnOLConnectpreviewPDFflowinNode-RED 194

ThestructureofapreviewPDFflow 194

FilesusedinapreviewPDFflow 195

AnOLConnectwebflowinNode-RED 195

ThestructureofanOLConnectwebflow 195

FilesusedinanOLConnectwebflow 196

CaptureOnTheGoflowsinNode-RED 197

MakingaformavailabletoCOTGappusers 197

Servingtheform 198

Processingreceiveddata 198

The DataMapper 198

DataMapperbasics 199

Datamappingconfigurations 199

Creatinganewdatamappingconfiguration 200

Openingadatamappingconfiguration 204

Savingadatamappingconfiguration 204

Down-savingadatamappingconfiguration 204

UsingthewizardforCSVandExcelfiles 205

Usingthewizardfordatabases 207

UsingthewizardforJSONfiles 210

UsingthewizardforPDF/VTorAFPfiles 211

UsingthewizardforXMLfiles 213

AdvancedPCLtoPDFoptions 214

Datamappingworkflow 221

Creatingadatamappingworkflow 222

Testingtheextractionworkflow 223

Datasourcesettings 223

Propertiesandruntimeparameters 227

Extractingdata 229

Steps 248

TheDataModel 260

Page 6

Aboutrecords 261

CreatingaDataModel 261

EditingtheDataModel 262

UsingtheDataModelintemplates 263

Fields 264

Detailtables 269

Datatypes 275

DataModelfilestructure 284

DataMapperUserInterface 285

Keyboardshortcuts 286

Menus 290

Panes 293

Toolbar 357

WelcomeScreen 359

DataMapperScriptsAPI 360

UsingscriptsintheDataMapper 362

SettingboundariesusingJavaScript 364

Objects 369

Functions 404

The Designer 412

Designerbasics 413

Features 414

Templates 414

Contexts 431

Sections 432

Print 436

CreatingaPrinttemplatewithaWizard 437

Printcontext 443

Printsections 447

Pages 455

MasterPages 462

Media 465

Email 471

Emailtemplate 471

Sendingemail 471

DesigninganEmailtemplate 472

CreatinganEmailtemplatewithaWizard 475

Emailcontext 478

Emailtemplates 480

Emailheadersettings 483

Emailattachments 489

Web 492

CreatingaWebtemplatewithaWizard 493

WebContext 496

Page 7

Webpages 498

Forms 502

UsingFormelements 507

UsingJavaScript 512

CaptureOnTheGo 516

COTGForms 516

CreatingaCOTGForm 516

FillingaCOTGtemplate 517

SendingthetemplatetotheWorkflowtool 519

ReceivingandextractingdatafromaCOTGForm 519

UsingCOTGdatainatemplate 519

DesigningaCOTGTemplate 522

CaptureOnTheGotemplatewizards 525

UsingFoundation 528

COTGElements 531

UsingCOTGElements 536

TestingaCaptureOnTheGoTemplate 541

UsingtheCOTGplugin 545

DynamicallyaddingCOTGwidgets 548

Savingandrestoringcustomdataandwidgets 551

UsingsubmittedCOTGdatainatemplate 554

CaptureOnTheGoAPI 557

Contentelements 566

Elementtypes 566

EditingHTML 568

Attributes 568

Insertinganelement 569

Selectinganelement 570

Deletinganelement 571

Stylingandformattinganelement 571

Barcode 572

Boxes 623

Businessgraphics 626

COTGElements 633

Date 639

Forms 640

FormElements 644

Hyperlinkandmailtolink 647

Images 649

Table 655

Textandspecialcharacters 659

Snippets 661

AddingasnippettotheResources 661

Creatingasnippet 662

Addingasnippettoasection 663

Editingasnippet 663

Page 8

Renamingasnippet 663

Translatingasnippet 663

HTMLsnippets 663

JSONsnippets 665

Handlebarstemplates 665

Partials 669

Stylingandformatting 671

Localformattingversusstylesheets 671

Layoutproperties 672

StylingtemplateswithCSSfiles 672

Stylingtextandparagraphs 682

Howtopositionelements 686

Rotatingelements 688

Stylingatable 689

Stylinganimage 693

Backgroundcolorand/orimage 695

Border 697

Colors 699

Fonts 703

Locale 706

Spacing 707

Personalizingcontent 708

Variabledatainthetext 708

Conditionalcontent 709

DynamicimagesandPrintsectionbackgrounds 709

Dynamictables 709

Snippets 709

Scripts 710

Loadingdata 710

Variabledataintext:expressions 722

Variabledataintext:scriptsandplaceholders 726

Formattingvariabledata 732

Showingcontentconditionally 734

ConditionalPrintsections 738

Dynamicimages 741

DynamicTable 742

DynamicPrintsectionbackgrounds 759

PersonalizedURL 761

HandlebarsinOLConnect 763

Handlebarsexpressions 763

Usingfunctionsinexpressions:Helpers 766

FormatHelpers 769

CreatingcustomHelpers 771

Handlebarstemplates 774

Partials 777

HandlebarsAPI 780

Page 9

Preferences 782

Generalpreferences 783

Clean-upServicepreferences 783

DataMapperpreferences 786

DatabaseConnectionpreferences 787

Editingpreferences 790

Emailpreferences 793

Emmetpreferences 794

Enginespreferences 797

HardwareforDigitalSigningpreferences 797

Languagepreferences 798

Loggingpreferences 799

ParallelProcessingpreferences 801

Printpreferences 801

SampleProjectspreferences 802

Savepreferences 802

Scriptingpreferences 803

Serverspreferences 804

Versioningpreferences 806

Webpreferences 807

Writingyourownscripts 808

Scripttypes 808

CreatinganewStandardScript 810

Writingascript 812

Settingthescopeofascript 813

Managingscripts 814

Testingscripts 816

Optimizingscripts 820

Thescriptflow:whenscriptsrun 824

SelectorsinOLConnect 825

Loadingasnippetviaascript 831

Loadingcontentusingaserver'sAPI 833

UsingscriptsinDynamicTables 835

ControlScripts 838

PostPaginationScripts 850

Translatingtemplates 856

Translatingatemplate 857

Taggingelementsfortranslation 857

Pluralization 860

Exportingandimportingtranslationfiles 861

DesignerUserInterface 863

Dialogs 864

Keyboardshortcuts 953

Menus 958

Panes 969

Toolbars 990

Page 10

WelcomeScreen 996

Printoptions 997

JobCreationPresetsWizard 1069

OutputCreationPresetsWizard 1084

AdvancedPrintWizardnavigationoptions 1102

DesignerScriptAPI 1168

StandardScriptAPI 1169

ControlScriptAPI 1271

PostPaginationScriptAPI 1297

Generating output 1314

Printoutput 1315

Faxoutput 1315

Emailoutput 1315

Weboutput 1316

GeneratingPrintoutput 1316

GeneratingPrintoutputfromtheDesigner 1317

GeneratingPrintoutputfromWorkflow 1318

Printsettingsinatemplate 1319

Abortingcontentcreation 1319

Printusingstandardprintoutputsettings 1320

PrintPresets 1321

PrintusingAdvancedPrinterWizard 1327

AddingprintoutputModelstothePrintWizard 1327

Splittingprintingintomorethanonefile 1329

Printoutputvariables 1330

GeneratingFaxoutput 1337

GeneratingTagsforImageoutput 1338

GeneratingEmailoutput 1340

BeforegeneratingEmailoutput 1340

GeneratingEmailoutputfromConnectDesigner 1342

GeneratingEmailoutputfromWorkflow 1343

TestingEmailoutputfordifferentemailclients 1343

Abortingcontentcreation 1343

UsinganESPwithPlanetPressConnect 1343

GeneratingWeboutput 1348

WeboutputsettingsintheWebcontextandsections 1349

AttachingWeboutputtoanEmailtemplate 1349

GeneratingWeboutputfromWorkflow 1350

Abortingcontentcreation 1350

Optimizingatemplate 1351

Scripts 1351

Images 1351

Runtimeparameters 1352

Page 11

PlanetPress Connect Release Notes 1353

OLPlanetPressConnectReleaseNotes2022.2.3 1353

LicenseUpdateRequiredforUpgradetoOLConnect2022.x 1354

BackupbeforeUpgrading 1354

Overview 1355

OLConnect2022.2.3Fixes 1356

OLConnect2022.2.1Fixes 1356

OLConnect2022.2Improvements 1357

OLConnect2022.2DesignerImprovements 1360

OLConnect2022.2DataMapperImprovements 1363

OLConnect2022.2OutputImprovements 1364

Workflow2022.2Improvements 1365

KnownIssues 1367

PreviousReleases 1367

OLPlanetPressConnectReleaseNotes2022.1.5 1367

OLPlanetPressConnectReleaseNotes2021.2.1 1384

OLPlanetPressConnectReleaseNotes2021.1 1398

OLPlanetPressConnectReleaseNotes2020.2.1 1406

OLPlanetPressConnectReleaseNotes2020.1 1417

OLPlanetPressConnectReleaseNotes2019.2 1428

OLPlanetPressConnectReleaseNotes2019.1 1440

PlanetPressConnectReleaseNotes2018.2.1 1452

PlanetPressConnectReleaseNotes2018.1.6 1470

PlanetPressConnectReleaseNotes1.8 1486

PlanetPressConnectReleaseNotes1.7.1 1502

PlanetPressConnectReleaseNotes1.6.1 1522

PlanetPressConnectReleaseNotes1.5 1533

PlanetPressConnectReleaseNotes1.4.2 1543

Knowledge Base 1551

Legal Notices and Acknowledgements 1551

CopyrightInformation 1560

Page 12

Welcome to PlanetPress Connect 2022.2

PlanetPressConnectisaseriesoftoolsdesignedtooptimizeandautomatecustomercommunications

management.Theyworktogethertoimprovethecreation,distribution,interactionandmaintenanceof

yourcommunications.

ThePlanetPressConnectDatamapperandDesigneraredesignedtocreateoutputforprint,email

andthewebwithinasingletemplateandfromanydatatype,includingformattedprintstreams.Output

presetsappliedoutsidethedesignphasemaketemplatesprintingdeviceindependent.

TheDesignerhasaneasy-to-useinterfacethatmakesitpossibleforalmostanyonetocreatemulti-

channeloutput.MoreadvancedusersmayusenativeHTML,CSSandJavaScript.

PlanetPressConnectalsoincludesaprocessautomationserver,calledWorkflow.Itiscapableofser-

vicingresponseformwebpagesandemailtoprovideinteractivebusinesscommunications.Forthe

userguideofWorkflow,seeWorkflow'sOnlineHelp.

PlanetPressConnectcancreatedocumentsfortabletsandmobiledevicesthatrunafreeCapture

OnTheGoApp.UserswithaCaptureOnTheGosubscriptioncanthendownloaddocumentstotheir

owndevices,interactwiththemandsendthecaptureddatabacktoPlanetPressforconversioninto

additionaldocumentsorworkflows.

Formoreinformationabouttheapplicationrefertothesewebsites:CaptureOnTheGoandCapture

OnTheGointheResourceCenter.

ThisonlinedocumentationcoversPlanetPress Connectversion2022.2.

Note: Sincewearealwayslookingfornewwaystomakeyourlifeeasier,wewelcomeyourques-

tionsandcommentsaboutourproductsanddocumentation.Shootusanemailatdoc@ca.ob-

jectiflune.com.

Setup And Configuration

ThischapterdescribesthePlanetPressConnectinstallationandthedifferentconsiderationsthatare

importantinregardstotheinstallationanduseofPlanetPressConnect.

l"SystemandHardwareConsiderations"below

l"InstallationandActivation"onpage27

l"KnownIssues"onpage102

l"ServerConfigurationSettings"onpage82

l"Uninstalling"onpage112

System and Hardware Considerations

Thereareavarietyofconsiderationstobeawareof.Thesearedocumentedinthefollowingpages:

Page 13

l"Systemrequirements"onpage25

l"DatabaseConsiderations"onpage16

l"Environmentconsiderations"onpage19

l"KnownIssues"onpage102

l"LanguageandEncodingConsiderations"onpage21

l"AntivirusExclusions"below

l"Performanceconsiderations"onpage23

Antivirus Exclusions

TheinformationonthispageisdesignedtoassistITmanagersandITprofessionalsdecidewhatanti-

virusstrategytofollowwithconsiderationtoPlanetPressandtheirinternalrequirementsandneeds.

ThispagedescribesthemodeofoperationandthefilesandfoldersusedbyPlanetPressaswellasthe

files,foldersandexecutablesthatarerecommendedtobeignoredforbestpossibleperformanceand

toavoidissuescausedbyantivirusfilelocks.

ITmanagersandITprofessionalsthenmaydecidetheanti-virusstrategytofollowfortheirinternal

requirementsandneedsdependingonthestatementsoutlinedherein.

Directoriesandfolders

AllConnectapplicationsareinstalledunderanarbitrarilyselectablemainfolder.Ifthedefaultinstall-

ationfolderoptionswereused,thisinstallationfolderwouldbe%PROGRAMFILES%\Objectif Lun-

e\OL Connect.

Theinstallationfolderwillholdalltheexecutablefilesandotherfilesandfoldersrequiredfortheoper-

ationofthewholeproductsuite.Allthesefilesandfoldersremainstaticafterinstallation.Itdepends

uponthecompanyvirusprotectionstrategy,ifsuchfilesandfolderswillbemonitoredornot.

Wedo,however,recommendthatthefollowingfileorfoldersbeexcludedfromantivirusprotection.

Connect Service

TheConnectServiceisrunviatheexecutablefileServerService.exe.Thisfilehasbeenreportedas

causingissueswithsomeantiviruspackages,sowerecommendaddingthisfiletotheantivirusexclu-

sionlist,ifpossible.

Theexecutablewillbeinstalledtotheinstallationtarget"Connect Server"sub-folder.Thefullinstall-

ationfoldercanbefoundbyentering%PROGRAMFILES%\Objectif Lune\OL Connect\Connect

ServerinWindowsExplorer.

Page 14

AFPInput

PerformanceissueshavebeenreportedwiththeAFP InputoptionunderWindowsServerversions

fromWindowsServer2012onwards.TheissueshavebeenspecificallyassociatedwithWindowsServ-

ersrunningWindowsDefender,buttheperformancedegradationmightalsobeencounteredwhen

usingotherAntivirusapplications.

Consequently,werecommendthatanexclusionbemadefortheafp2pdf.exeexecutablefileinyour

Antivirusapplication.

Theafp2pdf.exefileisstoredinasubfolderundertheinstallationfolder.Iftheexactinstallationfolder

nameisrequired,enterthestandardizedsystemvariable%PROGRAMFILES%inWindowsExplorerand

thensearchforafp2pdf.exe.

Working folders

WorkingfoldersforConnectarecreatedandusedonaper-user-basisundertherespectiveuser'spro-

filefolder,accessibleonWindowswiththestandardizedsystemvariable%USERPROFILE%inthesub-

folder"Connect".Workingfoldersare:

l%USERPROFILE%\Connect\filestore:Thisfolderwillholdnon-intermediatefilesforthe

operationofConnect.Filesinthisfolderwillbeusedfrequently,butnotwithahighfrequency.

Supervisingthisfolderwithavirusprotectionsystemshouldnothavetoomuchofanimpacton

thespeedofthewholeConnectsuite.

l%USERPROFILE%\Connect\logs:Asthenameimplies,logfilesarecreatedandupdatedhere.

Theselogfilesareplaintextfiles.Virusprotectionmayhaveanimpactonthespeedofthewhole

Connectsuite.

l%USERPROFILE%\Connect\temp:Storagefolderfortemporarydata,usuallyintermittentfiles

inmultiplefolders.Virusprotectiononthisfolderanditssubfoldersmayhaveaseriousimpacton

theperformanceofConnect.

l%USERPROFILE%\Connect\workspace:Usuallycontainingsettingsandhelperfilesand

folders.Supervisingthisfolderwithavirusprotectionsystemshouldnothavetoomuchofan

impactonthespeedofthewholeConnectsuite.

Database 1

Dependingonthecomponentsinstalled,adatabaseinstanceiscreatedinafoldercalled"con-

nect.database"undertheWindowssystemtempfolder.Thisfolderisaccessibleviathestandardized

systemvariable%TMP%.Usually,foldersholdingsuchtemporaryfilesandfoldersshouldbeexcluded

fromavirusprotection,becausethisinfluencestheoverallperformanceofthewholesystematall.

Page 15

Howevertheresponsiblepersonforthecomputerprotectionhastodecideaboutthemonitoringofsuch

temporaryfoldersfollowingthecompanyguidelines.

Database 2

AnotherdatabaseinstanceforConnectwillbeholdandusedunderthefolder,whichisintendedtohold

data,accessiblebyandforallusers.Thepathtothisfolderisstoredinthestandardizedsystemvari-

able%PROGRAMDATA%.TheConnectdatabaseinstanceislocatedinthesubfolder"Objectif Lune\OL

Connect\MariaDB".

Asthisdatabasewillbeinextremelystrongusage,virusprotectiononthisfolderanditssub-folders

mayhaveaseriousimpactontheperformanceofConnect.



Database Considerations

Thispagedescribesthedifferentconsiderationsandpre-requisitesforthedatabaseback-endusedby

PlanetPressConnect,whetherusingtheMariaDBinstanceprovidedbytheinstaller,orpre-existing

(external)instance.

UsingtheMariaDBInstancefromtheInstaller

TheMariaDBInstanceprovidedinthe"InstallationWizard"onpage32isalreadypre-configuredwith

optionstoprovidethemoststableback-endsetup.

InstallingConnectusinganexistingMySQLinstance

IfMySQLServerisalreadypresentandyouwishtouseit,thefollowingshouldbetakenintocon-

sideration:

lTheminimumsupportedMySQLversionisMySQL5.6.

lTheMySQLaccountmusthaveaccesstoallpermissionsusingtheGRANTCommand,including

creatingdatabases.

lThedatabaseconfigurationmustincludethefollowingoptions:

lmax_connections = 200:PlanetPressConnectusesa lotofdatabaseconnections.This

numberensuresthateveninhighvolumeenvironments,enoughconnectionswillbeavail-

able.

lmax_allowed_packet = 500M:Insomeimplementations,especiallywhenusingCapture

OnTheGo,largepacketsizesarerequiredtoallowtransferringbinaryfiles.Thissubstantial

packetsizemaximumsettingensuresthatthedatareceivedbyPlanetPressConnectwill

beabletobestoredwithinthedatabase.

Page 16

lcharacter-set-server = utf8 , collation-server = utf8_unicode_ci , default-character-

set=utf8:TheseindicatedatabasesupportforUTF-8/Unicode.

lThedatabaseconfigurationmustallowtheuseofmixedcasetablenames.

ThisisparticularlyanissueonLinuxMySQLinstallations.

lTheSQLinstancemustbeopentoaccessfromothercomputers.Thismeansthebind-address

optionshouldnotbesetto127.0.0.1orlocalhost.

Caution: IfyouchosenottoinstallthesuppliedMariaDBdatabase,andinsteadoptforusinga

pre-existing(External)databasethenyouyourselfmustensurethattheExternaldatabaseis

accessibletoConnect.

UplandObjectifLunewilltakenoresponsibilityforsettingupdatabaseconnectionstoanybutthe

suppliedMariaDBdatabase.

See"DatabaseConsiderations"onthepreviouspageformoreinformationaboutsettingup

externaldatabases.

Options available within the installer:

lTheConfigurationpageforthelocalMySQLisdisplayed.

lMySQLsettingsarepre-filledwithdefaultvaluesifnoexistingMySQLdatabaseconfigurationis

found.

lMySQLsettingsarepre-filledwithexistingdatabaseconfigurationsettings,iftheypointtoa

MySQLdatabasetype.

InstallingConnectusinganexistingMicrosoftSQLServerinstance

IfMicrosoftSQLServerisalreadypresentandyouwishtouseit,thefollowingshouldbetakenintocon-

sideration:

Caution: IfyouchosenottoinstallthesuppliedMariaDBdatabase,andinsteadoptforusinga

pre-existing(External)databasethenyouyourselfmustensurethattheExternaldatabaseis

accessibletoConnect.

UplandObjectifLunewilltakenoresponsibilityforsettingupdatabaseconnectionstoanybutthe

suppliedMariaDBdatabase.

See"DatabaseConsiderations"onthepreviouspageformoreinformationaboutsettingup

externaldatabases.

Page 17

Note: SincePlanetPressConnectversion1.6theminimumrequiredversionoftheMSSQL

ServerisSQL Server 2012.

lWhenMSSQLisselected,thedefaultvaluesforrootuseraresaand1433fortheport.

lIfdatabasesettingsfromapreviousOLConnectinstallationarefound,thepre-exisingsettings

willbedisplayedforthematchingdatabasetype.ForMSSQLsettings,thiswillonlyworkifthey

werecreatedwithServerConfigTool1.5.0orlater,ortheInstallerforOLConnect1.6.0orlater.

IfthedatabasetypeischangedintheInstallerconfigurationpage,thedefaultvaluesforthisdata-

basetypewillbedisplayed.

Ifthepre-existingdatabasesettingsaresettoHsqldb,thedefaultdatabasetypeselectionwillbe

MySQL.

lSelecteddatabasesettingsarestoredinthepreferences,andcanbefoundinthisfile:

C:\ProgramData\Objectif Lune\OL Con-

nect\.settings\ConnectHostScope\com.objectiflune.repository.eclipselink.generic.prefs

WhenmodifyingConnect

lIfthelocalMariaDBisremovedfromaninstallation,theDatabaseConfigurationpagewilloffer

additionallytheMicrosoft SQL Serverdatabasetypewithrespectivedefaultvalues.

lIflocalMariaDBisaddedtoaninstallation,theusualMariaDBConfigurationpagewithdefault

valueswillbedisplayed.

IftheuserhasinstalledtheInstallerSuppliedMySQL(2021.2orearlier)orMariaDB(2022.1andlater)

andthenswitchestoanexternalMicrosoftSQLbyusingtheServerConfigurationTool,thesupplied

localdatabasecannotbeswitchedoff.BydesigntheinstalleraddsaservicedependencybetweenCon-

nectServerandthesuppliedMariaDB\MySQLservice.

To remove this dependency the user needs to do the following

1. HaveaforeignMicrosoftSQLrunning,readyforusewithConnectServer.

2. UsetheServer Configuration Tool"DatabaseConnectionpreferences"onpage787toswitch

thedatabasetoMicrosoftSQL.

3. Re-starttheConnectServerService,sothatthemodificationsbecomeactive.

4. CountercheckthateverythingisworkingproperlywithMicrosoftSQL.

5. Openacommand-linepromptwithfulladministrationrights.

6. Enterthecommandsc config OLConnect_Server depend= /.Thisremovesthedepend-

ency.

Page 18

Please be aware:Thekeyworddependmustbefollowedimmediatelybytheequalsign,but

betweentheequalsignandtheforwardslashtheremustbeaspace.

Additional information can be found here:http://serverfault.com/questions/24821.

7. Afterthedependencyhasbeenremoved,itispossibletostopthesuppliedMariaDB\MySQLser-

vice(OLConnect_MySQL).

Environment considerations

TerminalServer/ServiceSupport

PlanetPressConnectdoesnotsupportTerminalServer(orTerminalService)environmentaspossible

underWindows2000,2003and2008.Thisistosay,ifTerminalServiceisinstalledontheserverwhere

PlanetPressConnectislocated,unexpectedbehavioursmayoccurandwillnotbesupportedby

UplandObjectifLune.Furthermore,usingPlanetPressConnectinaTerminalServiceenvironmentis

aninfringementofourEnd-UserLicenseAgreement.

VirtualMachineSupport

PlanetPressConnectsupportsthefollowingvirtualenvironments:

lVMWareEnvironments.ThisincludesVMWarePlayer,VMWareWorkstationaswellasVMWare

ESXServer.

lVMWareVMotion.ThismeansthevirtualmachinehostingPlanetPressConnectcanbeauto-

maticallymovedfromoneESXservertoanotherinaclusteredinstallation.

NotethatifallserversinaVMotionclusterarenotstrictlyidentical,youwillhavetoprovidethe

ObjectifLuneActivationsteamwithallpossiblemagicnumberssotheycangeneratealicense

thatworksonallservers.Obtainingthemagicnumbersissimplyaquestionofmanuallymoving

theVMonwhichConnectisinstalledtoeachserver,andrecordingthemagicnumberforeachof

them.

lMicrosoftHyper-V/Azureinfrastructureenvironments.

PlanetPressConnectisnotofficiallysupportedonanyothervirtualmachinessuchasVirtualPC,Par-

allels,Bochs,Xen,etc.

Caution: Copying(duplicating)aVirtualMachinewithConnectinstalledandusingbothimages

simultaneouslyconstitutesaninfringementofourEnd-UserLicenseAgreement.

Note: Whilesomevirtualmachineenvironments(fromVMWareandMicrosoft)aresupported,

othervirtualenvironments(suchasParallels,Xenandothers)arenotsupportedatthistime.

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RemoteDesktopSupport

TestshavedemonstratedthatPlanetPressConnectcanbeusedthroughRemoteDesktop.Itishow-

everpossiblethatcertaincombinationofOScouldcauseissues.Ifproblemsareencountered,please

contactOLSupportandwewillinvestigate.

PlanetPressConnect1.3andlaterhavebeencertifiedunderRemoteDesktop.

32-bitor64-bitOperatingSystems?

PlanetPressConnectisa64-bitsoftwareandcanonlybeinstalledon64-bitoperatingsystems.

AntivirusConsiderations

lAntivirussoftwaremayslowdownprocessingorcauseissuesiftheyarescanningintemporary

foldersorthoseusedbyPlanetPressConnect.Pleasesee"AntivirusExclusions"onpage14for

moreinformation.

lAntivirussoftwaremightinterferewithinstallationscripts,notablyaVBSscripttoinstallfonts.

McAfee,inparticular,shouldbedisabledtemporarilyduringinstallationinorderforMICRfontsto

installandtheinstallationtocompletesuccessfully.

WindowsSearchIndexingService

TestshaveconcludedthattheWindowsSearchservice,usedtoprovideindexingforWindowsSearch,

caninterferewithConnectwheninstallingonavirtualmachine.Iftheinstallationhangsduringthelast

steps,itisnecessarytocompletelydisablethisserviceduringinstallation.

lClickonStart,Run.

lTypeinservices.mscandclickOK.

lLocatetheWindows Searchserviceanddouble-clickonit.

lChangetheStartup TypetoDisable,andclickStoptostoptheservice.

lTrytheinstallationagain.

lOncecomplete,youmayre-enabletheserviceandstartit.

Commandlineswitchesand.inientries

PlanetPressConnectisintendedtoworkstablyandreliably,basedonJavaandtheEclipseframework.

Toensurethisreliabilityandrobustness,manyJavaandEclipseparametershavebeentestedand

tuned,whichisreflectedintherespective.inientriesandtheusedcommandlineswitches.Acollection

ofvaluablesettingshasbeenelaboratedandfounditsentryinPlanetPressConnect“goodswitches

list”(calledthe“whitelist”).

Theprotectionoftheenduser’ssystemisoneofourmaingoalsandthereforewehaveimplementeda

verystrictverificationmechanism,whichensures,thatonlythesewhitelistedinientriesandcommand-

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OBJECTIF LUNE PlanetPress Connect 2022.2 User manual

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