OBJECTIF LUNE PlanetPress Production 7.2 Operating instructions

User Guide

www.objectiflune.com

Copyright Information

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other language or computer language in whole or in part, in any form or by any means, whether it be electronic, mechanical,

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Title PlanetPress Workflow Tools User Guide

Revision 2011-08-01

Copyright Information

Table of Content

Copyright Information 3

Table of Content 5

Overview 13

Icons used in this guide 13

Other Documentation 13

Getting Started 15

Environment Considerations 15

Terminal Server/Service 15

VMWare/ESX 15

32-Bit or 64-Bit? 15

Antivirus Considerations 15

Backup Considerations 16

Microsoft Office Compatibility 16

Network Considerations 16

Local and Network Rights 16

Account Requirements 17

Mapped Drives 17

Network Ports used by each service 17

Activate Your Printers 18

PlanetPress Suite Workflow Tools Service Logon 18

Understanding PlanetPress Suite Workflow Tools 21

The Nature of PlanetPress Suite Workflow Tools 21

The Three Flavors of the PlanetPress Suite Workflow Tools 21

Terms and Definitions 21

About Configurations 22

About Processes 23

About Subprocesses 23

About Tasks 23

About Branches and Conditions 24

About Data 25

About Data Selections 25

AboutData Emulation 25

Emulations in the PlanetPress Workflow Tools: 26

About Related Programs and Services 26

Available Input Services 26

Available Output Services 26

About Documents 27

About Printing 27

The PlanetPress Suite Workflow Tools Configuration Program 29

Start the PlanetPress Suite Workflow Tools Configuration Program 30

The PlanetPress Suite Button 30

Table of Content

Create a New Configuration 31
Open a PlanetPress Suite Configuration File 31
Saving and Sending a Configuration 32
Save your Configuration 32
Send your Configuration 32
Import Processes from Another Configuration File 33
Import Documents 33
Import PrintShop Mail Documents 34
Change the Interface Language 34
Exit the PlanetPress Suite Workflow Tools Configuration Program 34
The Quick Access Toolbar 35
The PlanetPress Suite Ribbon 36
Start and Stop the PlanetPress Suite Workflow Tools Service 37
The Configuration Components Pane 38
Add a PlanetPress Suite Process 39
Manipulate Local Variables 40
Activate or Deactivate a Process 40
Convert a Branch to a Subprocess 41
Manipulate Global Variables 41
Access Process Properties 42
View Document Properties 45
Add Resident Documents in the Configuration Components Pane 46
Associate Documents and PlanetPress Watch Printer Queues 47
Using the Clipboard and Drag & Drop 47
Rename Objects in the Configuration Components Pane 49
Reorder Objects in the Configuration Components Pane 49
Grouping Configuration Components 50
Expand and Collapse Categories and Groups in the Configuration Components Pane 50
Delete Objects and Groups from the Configuration Components Pane 51
The Process Area 51
Zoom In or Out within Process Area 51
Adding Tasks 51
Adding Branches 52
Edit a Task 52
Replacing Tasks, Conditions or Branches 52
Remove Tasks or Branches 53
Task Properties Dialog 53
Cutting, Copying and Pasting Tasks and Branches 54
Moving a Task or Branch Using Drag-and-Drop 55
Ignoring Tasks and Branches 55
Resize Rows and Columns of the Process Area 56
Selecting Documents in Tasks 56
Highlight a Task or Branch 56
Undo a Command 57
Redo a Command 57
The Plug-in Bar 57
Table of Content
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The Object Inspector Pane 58
Toggle the Run on Desktop Property 59
The Debug Information Pane 59
The Message Area Pane 60
Customizing the Program Window 60
Dock and Undock Areas of the Program Window 60
Show or Hide Areas of the Program Window 61
Combine and Attach Areas 61
Resize the Program Window Areas 65
Preferences 65
General User Options 66
Object Inspector User Options 66
Configuration Components Pane User Options 67
Default Configuration User Options 67
Notification Messages Preferences 67
Sample Data User Options 69
Network User Options 69
PlanetPress Capture User Options 70
Logging User Options 73
Messenger User Options 73
HTTP Server Input User Options 74
HTTPServer Input 2 User Options 74
LPD Input Preferences 75
Serial Input Service User Options 75
Telnet Input User Options 76
PlanetPress Fax User Options 76
FTP Output Service User Options 78
PlanetPress Image User Options 78
LPR Output User Options 80
PrintShop Web Connect Service User Options 81
Editor Options 81
Advanced SQL Statement dialog 84
Access Manager 84
To open the Access Manager 85
To add a new entry in the list 85
To modify permissions 85
SOAPAccess 86
To add a new SOAPuser 86
To define or change the permissions for a SOAP User 87
Add or Delete Document Instances 87
Virtual Drive Manager 87
Working With Variables 89
Types of Variables 89
Job Info Variables 89
Standard Variables 90
Table of Content
©2010 Objectif Lune Inc - 7 -

Available Standard Variables 90
Data in PlanetPress Suite Workflow Tools 91
Choosing a Sample Data File 91
Use the Data Selector 91
Use the File Viewer 92
Choose a Database Type Sample Data File 92
Using the Metadata Data Selector 92
Data Selections in PlanetPress Workflow Tools 92
Text-Based Data Selections 93
Database Data Selections 93
PDF Data Selections 94
Metadata Selections 94
Data File and Job File 95
Actual Data and Sample Data 95
Job File Names and Output File Names 95
Task Properties Reference 97
Input Tasks 99
Initial and Secondary Input Tasks 100
Create File Input Task Properties 100
Folder Capture Input Task Properties 101
Folder Listing Input Task Properties 102
Concatenate PDF Files Input Task Properties 102
Email Input Task Properties 103
Error Bin Input Task Properties 105
FTP Input Task Properties 105
HTTP Client Input Task Properties 106
WinQueue Input Task Properties 106
HTTP Server Input Task Properties 107
LPD Input Task Properties 108
Serial Input Task Properties 109
PrintShop Web Connect Input Task Properties 109
Telnet Input Task Properties 110
SOAP Input Task Properties 111
Action Tasks 113
Add Document Action Properties 113
Add/Remove Text Action Properties 114
Search and Replace Action Task Properties 114
Advanced Search and Replace Action Task Properties 115
Create PDF Action Task Properties 116
Decompress Action Task Properties 117
Change Emulation Action Task Properties 118
External Program Action Task Properties 118
Download to Printer Action Task Properties 119
Load External File Action Properties 120
Rename Action Task Property 120
Set Job Infos and Variables Action Task Properties 120
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Windows Print Converter Action Task Properties 121
Standard Filter Action Task Properties 122
Translator Action Task Properties 123
PlanetPress Database Action Task Properties 123
XSLT Editor Action Task Properties 126
Send Images to Printer Action Task Properties 127
Send to Folder Action Task Properties 128
Run Script Action Task Properties 128
Microsoft® Word® To PDF Action Task Properties 129
Create MRDX Action Task Properties 131
PrintShop Mail Action Task Properties 131
Process Logic Tasks 133
Branch Properties 133
Comment Properties 134
Conditions 134
File Name Condition Properties 134
File Size Condition Properties 135
SNMP Condition Properties 135
Text Condition Properties 136
Time of Day Condition 138
Splitters 138
About Using Emulations with Splitters 139
Database Splitter Action Task Properties 139
Emulated Data Splitter Action Task Properties 140
In-Stream Splitter Action Task Properties 142
PDF Splitter Action Task Properties 142
XML Splitter Action Task Properties 144
Generic Splitter Action Task Properties 145
Loop Action Task Properties 148
Send to Process Task Properties 148
Metadata Tasks 151
Barcode Scan Action Task Properties 151
Create Metadata Action Task Properties 154
Embed/Extract PlanetPress Suite Metadata 154
Lookup in Microsoft® Excel® Documents Action Task Properties 154
Metadata Fields Management Task Properties 156
Metadata Filter Action Task Properties 157
Metadata Level Creation Action Task Properties 157
Metadata Sequencer Action Task Properties 158
Metadata Sorter Task Properties 158
Metadata-Based N-Up Task Properties 159
Rule Interface 160
Output Tasks 163
Delete Output Task Properties 163
FTP Output Task Properties 163
Laserfiche Repository Output Task Properties 164
Table of Content
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Printer Queue Output Task Properties 166

Print Using a Windows Driver Output Task Properties 167

SOAP Client Task Properties 169

Send Email Output Task Properties 170

Send to Folder Output Task Properties 172

Output to SharePoint Action Task Properties 172

About PlanetPress Fax 175

PlanetPress Fax Output Task Properties 175

Captaris RightFax Configuration 176

About PlanetPress Image 179

PlanetPress Image Output Task Properties 179

Digital Action Task Properties 185

Overview of the PDF/A and PDF/X Standards 186

Variable Properties 187

Unknown Tasks 188

Masks 188

Date and Time Format 188

PlanetPress Capture 191

The 3 steps to a PlanetPress Capture workflow 191

1. Creating a Capture-Ready document 191

2. Generating the Capture Patterns 191

3. Capturing and Archiving 191

PlanetPress Capture Glossary 192

Anoto Digital Pen 192

Anoto Functionality Statement 192

Anoto Pattern 192

Capture Condition 192

Capture-Ready Document 192

Capture Document Manager 192

Capture Field 192

Capture Fields Generator 192

Capture Fields Processor 193

Client/Server Architecture 193

Closed Document 193

Contamination 193

Get Capture Document 193

ICR(Intelligent Character Recognition) 193

Ink Data 193

Open Document 193

Pattern Sequence 193

Pen ID 194

PGCFile 194

Pidget 194

PlanetPress Capture Database 194

Trace Code 194

General Considerations 194

Table of Content

Security Considerations 196
Anoto penDirector 197
Capture Fields Generator Action Task 197
Capture PGC Splitter Task 198
Capture Fields Processor Action Task 199
Get Capture Document Action Task 201
Capture Condition Properties 201
Printer Queues and Documents 203
PlanetPress Suite Workflow Tools Printer Queues 203
Printer Queue Advanced Properties 203
Windows Output Printer Queue Properties 204
LPR Output Printer Queue Properties 204
FTP Output Printer Queue Properties 205
Send to Folder Printer Queue Properties 206
PlanetPress Suite Workflow Tools and PlanetPress Design Documents 207
Variable Content Document File Formats: PTZ, PTK and PS 207
PlanetPress Suite Workflow Tools and Printshop Mail Documents 208
Triggers 208
Load Balancing 209
Location of Documents and Resources 211
Debugging PlanetPress Suite Processes 213
About the Debug Mode 213
Debugging your PlanetPress Suite Process 213
View Runtime Information via the PlanetPress Suite Service Console 214
Error Handling 217
About Error Handling 217
Error Handling Tools 217
Creating and Using Error Processes 217
Accessing the Logs 218
Resubmit Backed Up Input Files to a Process 219
Knowing What to Resubmit 220
Using Scripts 221
The Script Editor and XSLT Editor 221
Use the Editor 222
Import and Export Scripts 222
Find Strings in a Script 222
Find and Replace Strings in a Script 223
Go to a Line in a Script 224
Toggle Bookmarks 224
Jump to Bookmarks 225
SOAP Server API Reference 225
SOAP API - SubmitJob 225
SOAP API - PostJob 226
SOAP API - GetProcessList 226
SOAP API - GetProcessTaskList 227
Table of Content
©2010 Objectif Lune Inc - 11 -

SOAP API - GetSOAPProcessList 228

SOAP API - PostJobInfoStruc 228

SOAP API - SubmitJobInfStruc 229

The Watch Object 229

Watch.ShowMessage 230

Watch.ExecuteExternalProgram 231

Watch.GetJobFileName 232

Watch.GetOriginalFileName 232

Watch.GetMetadataFilename 232

Watch.InputBox 233

Watch.GetJobInfo 234

Watch.SetJobInfo 234

Watch.GetVariable 235

Watch.SetVariable 235

Watch.ExpandString 236

Watch.Log 236

Watch.Sleep 237

Script.ReturnValue 238

Stopping Execution 239

Index 241

Table of Content

Overview

This PDF documentation covers version 7.2. To view the documentation of previous versions please refer to the PDF files

available in the Downloads section of our website:

http://www.objectiflune.com/OL/Download/DownloadCenter.

Icons used in this guide

Some icons are used throughout this guide in order to catch your attention to certain particular information.

Notes: This icon shows you something that complements the information around it. Understanding notes is not crit-

ical but may be helpful when using PlanetPress Workflow Tools.

Warnings: This icon shows information that may be critical when using PlanetPress Workflow Tools. It is important

to pay attention to these warnings.

Technical: This icon shows technical information that may require some technical knowledge to understand.

Other Documentation

For other related documentation , please see the drop-down menu at the top-right corner of this page.

Overview

Getting Started

This chapter describes how to install the PlanetPress Suite Workflow Tools and how to set up your working environment.

Environment Considerations

This page is intended to provide technical information about the environment in which PlanetPress Workflow is intended to

run.

Terminal Server/Service

PlanetPress Suite 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 Suite is located, unexpected behav-

iours may occur and will not be supported by our company. Furthermore, using PlanetPress Suite in a Terminal Service envi-

ronment is probably an infringement of our End-User License Agreement.

Terminal Service is not to be confused with "Remote Desktop" used in conjunction with the "Remote Desktop" options of all

Windows operating systems. Remote Desktop, when used to connect to a PlanetPress Server in a non-simultaneous setting, is

perfectly acceptable. However, it has been reported that PlanetPress may lock up when access through Remote Desktop con-

nections.

VMWare/ESX

PlanetPress Suite supports VMWare Workstation, VMWare Server, VMWare Player and VMWare ESX infrastructure envi-

ronments as software installed on the Guest operating system. However, note that only PlanetPress version 7.1.3 and higher

support VMotion under ESX. Also note that copying (duplicating) your VMWare Guest Machine and using it simultaneously con-

stitutes an infringement of our End-User License Agreement.

Furthermore, if your backup solution includes the use of virtual machine snapshots, please keep in mind that if a snapshot is

taken during a time when PlanetPress Workflow Tool is processing a job, this job may process again if the snapshot is

restored. It is thus recommended that you take your snapshots outside of processing hours, whenever that may be.

Note that while VMWare ESX, Workstation, Server and Player (from VMWare, Inc.) are supported, other virtual environments

(such as Microsoft Virtual PC, Parallels, Xen and others) are not supported at this time.

32-Bit or 64-Bit?

PlanetPress Suite version 7.1.3 and higher support 64-Bit operating system. However, our application remains 32-bits in this

environment, which means that for all intents and purposes there is no difference between those two environments as far as

PlanetPress Suite is concerned.

Antivirus Considerations

PlanetPress Suite Workflow Tools generates a very large amount of temporary data on your hard disk, especially when manip-

ulating or creating PDF files. This can sometimes cause issues when any other software is trying to access the temporary files

at the same time as PlanetPress Workflow and its components are trying to read, write, create or delete those files.

In this respect, any antivirus software installed on the machine should ignore the following folders in it's live scans as well as

daily "deep" or "complete" scans:

Getting Started

l On Windows 2000/2003/XP:

l C:\Documents and Settings\All Users\Application Data\Objectif Lune\PlanetPress Suite 7\

l C:\Documents and Settings\planetpress\Local Settings\Temp\ (where planetpress is the user under which

Watch is configured)

l On Windows Vista/7/2008:

l C:\ProgramData\Objectif Lune\PlanetPress Suite 7\

l C:\Users\planetpress\AppData\Local\Temp\ (where planetpress is the user under which Watch is configured)

l On all systems:

l C:\Windows\Temp\

Note: C:\Windows\Temp\ is used by multiple software which may cause risks on your computer. However, PlanetPress Work-

flow may use this folder as temporary storage, especially in the case of creating PDF files. We do not recommend disabling

scan on this folder, unless you notice performance issues when generating PDFs, and then only as a test.

Backup Considerations

For similar reasons, it is important to know that backup software can also access files while copying them to a remote backup

location, so you should make sure that no PlanetPress Workflow process is working during your backups.

Microsoft Office Compatibility

The Microsoft Office 2010 line of products has not been certified for use with PlanetPress Suite. Some of its products may not

be compatible with the connectors included in the Suite.

Network Considerations

While PlanetPress Suite Workflow Tools is typically installed on a server machine that is only accessed by one single user such

as an ITperson, multiple users logging on to that machine is a possibility (except with terminal servers, see "Environment Con-

siderations" (page 15)). Because each user may have different local and network rights, it may be important to consider the

implications in regards to the PlanetPress Suite Workflow Tools. To change the service logon information, see "PlanetPress

Suite Workflow Tools Service Logon" (page 18).

Local and Network Rights

Programs, such as PlanetPress Suite Workflow Tools and all its services, must identify themselves in order to be granted per-

mission to perform operations on the computer on which they run as well as on other computers accessible via a network con-

nection. On a given workstation, you can configure your PlanetPress Suite Workflow Tools to use either the local system

account or any specific user account. When you do this, you grant the PlanetPress Suite Workflow Tools and all its services the

same rights associated with the selected account (except for PlanetPress Messenger Service which always runs on the Local

System account).

When you are running the PlanetPress Suite Workflow Tools Configuration program on a workstation, if it is associated with an

account that is different from your account, the following icon is displayed in the lower right corner of the PlanetPress Suite

Workflow Tools Configuration program: . The icon reminds you that the logon information is different for the PlanetPress

Suite services, and that some network resources may not be accessibly by PlanetPress Suite when running a live con-

figuration.

Getting Started

Account Requirements

PlanetPress Suite Workflow Tools and its services require administrator rights to run on any given computer and must there-

fore be associated with an account that has such rights.

We recommend creating a network or domain account specifically for the PlanetPress Suite services (typically called

"planetpress"or "ppress"), which has administrator credentials on the machine where it is installed, and is given proper rights

for any network resources your configuration may request.

Mapped Drives

Mapped drives (for example, drive X: leading to \\server\public\)are always user-specific and are created at logon. This

means that mapped drives are typically not available by the PlanetPress Suite services when running a live configuration. Fur-

thermore, while the mapped drives are not shared, they are still limited to one map per computer, meaning if one user maps

the X: drive, a different user (or a service)will not be able to map it again.

This creates a limitation in the PlanetPress Suite Workflow Tools:if you create a mapped drive as a user, you will not have

access to this mapped drive while running as a service unless you log off, and then have PlanetPress Workflow Tools map the

drive using a Run Script action inside a Startup Process.

We strongly recommended that instead of using mapped drives, you use full UNCpaths for your network drives. PlanetPress

Suite Worfklow Tools can automatically convert mapped paths to UNCpaths. For more information, please see "Network User

Options" (page 69).

Network Ports used by each service

The port configuration for each PlanetPress Suite Workflow Tools component is described in the following table. The port

number assignments comply with Internet standards. If the PlanetPress Suite Workflow Tools component is not active, the

port is not used.

Component Protocol Local Port Remote Port

Email Input (POP3 mode) TCP Default

1

110

Email Input (Outlook mode) TCP see Remote Port See Microsoft Knowledge Base article 278339

Folder Capture TCP/UDP Default

1

Standard Windows file and printer sharing ports

2

:

l UDP 137, 138; TCP 139 (NetBIOS over

TCP/IP (NetBT))

l UDP 445; TCP 445 (SMB over TCP/IP)

LPD Input TCP 515 (listening port) N/A

FTP Input TCP Default

1

21

Telnet Input TCP Default

1

9100 (configurable)

FTP Output TCP Default

1

21

Email Output (SMTP mode) TCP Default

1

25

Email Output (Outlook mode) TCP

See Email Input (Outlook

mode)

See Email Input (Outlook mode)

Send to Folder Windows Queue

Output

TCP Default

1

Standard Windows file and printer sharing ports

2

:

l 137, 138 and/or 139 (NetBIOS over TCP/IP

(NetBT))

l 445 (SMB Over TCP/IP)

LPR Output TCP Default or 721 to 731

3

515

PlanetPress Database

TCP or

Unknown

4

Unknown

4

Getting Started

Component Protocol Local Port Remote Port

UDP

SNMP Condition UDP Default

1

161

1. Value is greater than 1024 and is assigned by Windows XP. This is the default.

2. Windows NT 4.0 uses NetBIOS over TCP/IP for file and printer sharing, while Windows 2000, Windows XP, and Win-

dows Server 2003 may be configured to use NetBIOS over TCP/IP or SMB over TCP/IP. The operating system may use

additional ports. Refer to the Windows documentation for further information.

3. If the “No source port range restriction” option is checked (recommended), see footnote a. If the option is unchecked,

the local port will be chosen from a range going from 721 to 731.

4. Contact your DBMS vendor to determine which ports are used by the ODBC driver for accessing a network database.

Activate Your Printers

The Activate a Printer dialog lists the existing activated printers on the system and lets you add new activations.

Printer activations are normally given to you by the activations department electronically, including a file that will auto-

matically add all your printers in this dialog.

The printer list displays the following information

l License Number:Reference number of the activation, linked to your customer account.

l Magic Number:The magic number generated by the printer. If the magic number is incorrect, your jobs will output

with a watermark on that printer.

l Activation Code:The activation code generated by your license number and magic number. If the activation code is

incorrect, your jobs will output with a watermark on that printer.

l Printer Name (Optional):Name and/or model of the printer.

l Comments (Optional):Comments about the printer.

The following buttons are available in this dialog:

l Add:Brings up the Printer Activation dialog. This dialog lets you enter the information for the printer (see previous sec-

tion), then click OKto save the new activation.

l Delete:Removes the currently selected activation from the list.

l Web Activation:Click to access the online activation manager on our website.

l OK:Save changes and exit.

l Cancel:Exit without saving changes.

You can also double-click on any existing activation to edit it.

PlanetPress Suite Workflow Tools Service Logon

To be able to run and to have access to local files as well as to files available on other computers in your network, PlanetPress

Suite applications and services must identify themselves using a local or network account.

The first time you start the PlanetPress Suite Workflow Tools Configuration program, the application automatically asks you to

choose an account (see procedure below).

You can also manually start this procedure from the PlanetPress SuiteWorkflow Tools by following this procedure:

Getting Started

1. Click on the Tools tab in the PlanetPress Suite Workflow Tools Ribbon, then click Configure Services.

2. Set the PlanetPress Suite applications permissions as required:

l Local System account: Select to run all the PlanetPress Suite Services (including PlanetPress Suite Workflow

Tools, PlanetPress Fax, and PlanetPress Image) under the Local System account. The Local System account is

distinct from the Administrator account. It requires no username or password, and its privileges may exceed

those of the user currently logged in. Running under this account rather than a user account prevents problems

that may arise if the user lacks a permission the service requires. If a configuration relies on any resources

mapped to a particular user, such as mapped network drives or shared printers, they are unavailable. It is rec-

ommended that you create a configuration for a particular user. Clear Local System account to run all the Plan-

etPress Suite Services under the account you specify. Use the options that become available when you clear

Local System account to enter the account information—you must enter a valid user name and password to use

Microsoft Outlook as your email client for Email input and Send email output tasks.

l Display network domains and usernames: Select to have PlanetPress Suite Workflow Tools Con-

figuration search for existing domains and display the domains it find in the Domain box, and the usernames in

those domains in the Username box. Although this is useful if you do not know the domain name and username

of the account you want to specify, it can also be very time-consuming if there are many domains.

l Domain: Select the domain in which the user account resides, or enter the name of the domain manually.

l Username: Enter the name of the user account.

l Password: Enter the password for the user account you specified in the Username box.

l Confirm password: Enter the password you entered in the Password box.

l Services start automatically: Select to start the required PlanetPress Suite Workflow Tools automatically.

3. Click OK.. PlanetPress Suite Workflow Tools applies the user account information to all the services (PlanetPress Suite

Workflow Tools, PlanetPress Fax, PlanetPress Image, LPD input, Serial input, Telnet input, FTP output, LPR output),

that run on this computer (with the exception of PlanetPress Suite Messenger, which always runs under the Local Sys-

tem account).

The PlanetPress Suite Workflow Tools Configuration program does not test usernames and passwords, but merely associates

them with the services that require them. If you enter a bad username or password, these services will be denied access to

the selected account.

The account you choose will be used by PlanetPress Suite Workflow Tools and all its services, as well as by PlanetPress Fax

and PlanetPress Image (only PlanetPress Suite Messenger is not affected, since it always uses the Local System account). If

you install PlanetPress Fax or PlanetPress Image on the same computer after performing this procedure, you will have to per-

form it once again, so as to choose the same account for all the installed applications.

Getting Started

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OBJECTIF LUNE PlanetPress Production 7.2 Operating instructions

OBJECTIF LUNE PlanetPress Production 7.2 Operating instructions

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