OBJECTIF LUNE PlanetPress Connect 2018.2 User guide

User Guide

Version:2018.2

User Guide

Version 2018.2

Last Revision:2019-01-29

Objectif Lune, Inc.

2030 Pie-IX, Suite 500

Montréal, QC, Canada, H1V 2C8

+1 (514) 875-5863

www.objectiflune.com

All trademarks displayed are the property of their respective owners.

reproduced, transmitted or distributed outside of Objectif Lune Inc. by any means whatsoever

without the express written permission of Objectif Lune Inc.

Objectif Lune Inc. 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. Objectif Lune Inc. reserves the right to alter the information

contained in this documentation without notice.

Table of Contents

Table of Contents 4

Welcome to PlanetPress Connect 2018.2 19

Setup And Configuration 20

System and Hardware Considerations 20

Antivirus Exclusions 21

Database Considerations 23

Environment considerations 27

Language and Encoding Considerations 30

Network Considerations 30

Performance considerations 31

System requirements 34

Installation and Activation 34

Where to obtain the installers 35

Installation - important information 35

Installation - "How to" guides 35

Activation 36

Installation prerequisites 36

User accounts and security 37

Installing PlanetPress Connect on Machines without Internet Access 38

Installation Wizard 40

Running Connect installer in Silent Mode 47

Activating a License 55

Migrating to a new workstation 58

Information about PlanetPress Workflow 65

Upgrading from PlanetPress Suite 6/7 66

Preferences 85

Server Configuration Settings 111

Connection preferences 112

Engine configuration 113

Scheduling preferences 123

Security Settings 130

Connect: a peek under the hood 131

The Workflow server 132

Page 4

The Connect server 132

The Connect database 133

The File Store 134

The engines 134

The REST API 135

Known Issues 136

Job Creation Presets: External Sorting 136

Engine Preferences: Backward Compatibility Issues 136

Business Graphics: Backward Compatibility Issues 137

Known Font issues 138

Minor differences in PCLoutput introduced in 2018.1 138

Windows Server 2016 issue 138

Limit of 100MB of image files within a single job 139

Print Output: Booklet Impositioning changes introduced in 2018.1 139

Issues with Microsoft Edge browser 139

Installation Paths with Multi-Byte Characters 139

Switching Languages 140

GoDaddy Certificates 140

MySQL Compatibility 140

PostScript Print Presets 140

Available Printer Models 141

External Resources in Connect 141

Using Capture After Installing Workflow 8 142

Capturing Spool Files After Installing Workflow 8 142

Color Model in Style Sheets 142

Image Preview in Designer 142

Merge/Weaver Engines when Printing 143

REST Calls for Remote Services 143

Print Content and Email Content in PlanetPress Workflow 143

Print Limitations when the Output Server is located on a different machine 143

VIPP Output 143

Uninstalling 144

Important Note:Stop any active Anti-Virus software before uninstalling Connect. 144

Impacts upon other Applications and Services 144

Uninstallation Wizard 145

General information 146

Connect: a peek under the hood 146

Page 5

The Workflow server 147

The Connect server 148

The Connect database 149

The File Store 149

The engines 150

The REST API 151

Connect File Types 152

The DataMapper Module 153

DataMapper basics 153

What's next? 154

Data mapping configurations 154

Creating a new data mapping configuration 155

Opening a data mapping configuration 159

Saving a data mapping configuration 159

Using the wizard for CSV and Excel files 160

Using the wizard for databases 161

Using the wizard for PDF/VT or AFP files 164

Using the wizard for XML files 166

Advanced PCL to PDF options 167

Data mapping workflow 175

Creating a data mapping workflow 175

Testing the extraction workflow 177

Data source settings 177

Extracting data 181

Steps 202

The Data Model 213

About records 214

Creating a Data Model 214

Editing the Data Model 215

Using the Data Model 216

Fields 218

Detail tables 223

Data types 230

Data Model file structure 240

DataMapper User Interface 242

Keyboard shortcuts 243

Menus 248

Page 6

Panes 252

Example 260

Example 279

Settings for location-based fields in a Text file 287

Settings for location-based fields in a PDF File 287

Settings for location-based fields in CSV and Database files 288

Settings for location-based fields in an XML File 289

Text and PDF Files 292

CSV and Database Files 294

XMLFile 295

Text and PDF Files 300

CSV and Database Files 301

XMLFiles 303

Left operand, Right operand 307

Condition 309

Operators 309

Text file 310

PDF File 312

CSV File 313

XML File 313

JavaScript 315

Toolbar 315

Welcome Screen 317

DataMapper Scripts API 318

Using scripts in the DataMapper 321

Setting boundaries using JavaScript 323

Objects 328

Example 333

Example 335

Examples 338

Example 340

Example 341

Example 342

Examples 345

Examples 348

Example 352

Page 7

Example 356

Text 358

XML 358

Functions 359

The Designer 371

Designer basics 371

What's next? 372

Features 372

Templates 373

Contexts 389

Sections 391

Print 395

Copy Fit 397

Creating a Print template with a Wizard 397

Print context 403

Print sections 407

Pages 417

Master Pages 425

Media 428

Email 436

Designing an Email template 437

Creating an Email template with a Wizard 440

Email context 444

Email templates 446

Email header settings 450

Email attachments 456

Web 460

Creating a Web template with a Wizard 461

Web Context 465

Web pages 466

Forms 472

Using Form elements 477

Using JavaScript 483

Capture OnTheGo 487

COTG Forms 487

Creating a COTG Form 488

Filling a COTG template 489

Page 8

Testing the template 490

Sending the template to the Workflow tool 491

Using COTG data in a template 491

Designing a COTG Template 494

Capture OnTheGo template wizards 497

Using Foundation 501

COTG Elements 504

Using COTG Elements 511

Testing a Capture OnTheGo Template 517

Using the COTG plugin: cotg-2.0.0.js 523

Dynamically adding COTG widgets 526

Saving and restoring custom data and widgets 529

Capture OnTheGo API 534

Content elements 546

Element types 546

Editing HTML 547

Attributes 548

Inserting an element 549

Selecting an element 550

Deleting an element 551

Styling and formatting an element 551

Barcode 552

Boxes 598

Business graphics 602

COTG Elements 611

Date 618

Forms 619

Form Elements 624

Hyperlink and mailto link 627

Images 629

Table 636

Text and special characters 640

Snippets 642

Adding a snippet to the Resources 642

Adding a snippet to a section 643

Creating a snippet 644

Renaming a snippet 644

Page 9

JSON Snippets 644

Styling and formatting 645

Local formatting versus style sheets 645

Layout properties 646

Styling templates with CSS files 646

Styling text and paragraphs 657

How to position elements 662

Rotating elements 665

Styling a table 666

Styling an image 670

Background color and/or image 674

Border 675

Colors 678

Fonts 682

Locale 685

Spacing 686

Personalizing Content 688

Variable data 688

Conditional content 688

Dynamic images 689

Detail tables 689

Snippets 689

Scripts 689

Loading data 690

Variable Data 702

Formatting variable data 708

Showing content conditionally 711

Conditional Print sections 714

Dynamic Images 715

Detail Table 716

Personalized URL 721

Writing your own scripts 722

Script types 723

Creating a new Standard Script 724

Writing a script 726

Managing scripts 728

Testing scripts 731

Page 10

Optimizing scripts 735

Loading a snippet via a script 739

Loading content using a server's API 742

The script flow: when scripts run 745

Selectors in Connect 745

Control Scripts 751

Post Pagination Scripts 766

Designer User Interface 772

Dialogs 773

Keyboard shortcuts 845

Menus 851

Panes 863

Preferences 884

Toolbars 910

Welcome Screen 915

Print Options 917

Job Creation Presets 995

Output Creation Settings 1006

Page breakdown 1025

Australia Post 4 State Settings 1032

Codabar Settings 1034

Code 128 Settings 1037

Code 39 Settings 1040

Datamatrix Settings 1043

EAN-128 Settings 1045

EAN-13 Settings 1048

EAN-8 Settings 1051

Interleaved 2 of 5 Settings 1054

KIXCode (Dutch Post) Settings 1056

PDF417 Settings 1058

QR Code Settings 1061

Royal Mail 4 State Settings 1065

Royal Mail 2D Settings 1067

UPC-A Settings 1069

UPC-E Settings 1072

Page 11

USPostal Service IMBSettings 1075

USPostal Service IMPBSettings 1078

Designer Script API 1099

Standard Script API 1100

Examples 1109

Examples 1110

Examples 1111

Examples 1114

Examples 1116

Examples 1117

Examples 1118

Examples 1119

Examples 1120

Examples 1122

Examples 1123

Examples 1124

Example 1124

Example 1125

Example 1126

Examples 1127

Creating a table of contents 1128

Example 1129

Examples 1130

Examples 1132

Examples 1134

Replace elements with a snippet 1135

Replace elements with a set of snippets 1135

Example 1136

Creating a Date object from a string 1146

Control Script API 1162

Examples 1178

Page 12

Post Pagination Script API 1188

Generating output 1205

Print output 1205

Fax output 1205

Email output 1206

Web output 1206

Generating Print output 1207

Saving Printing options in Print Presets 1208

Print settings in a template 1208

Generating Print output from Workflow 1209

Aborting content creation 1210

Print Using Standard Print Output Settings 1210

Print Using Advanced Printer Wizard 1212

Adding print output models to the Print Wizard 1213

Splitting printing into more than one file 1214

Print output variables 1215

Generating Fax output 1224

Generating Tags for Image Output 1225

Generating Email output 1227

Email output settings in the Email context and sections 1228

Generating Email output from Connect Designer 1229

Generating Email output from Workflow 1230

Aborting content creation 1231

Using an ESP with PlanetPress Connect 1231

Generating Web output 1236

Web output settings in the Web context and sections 1237

Attaching Web output to an Email template 1238

Generating Web output from Workflow 1239

Aborting content creation 1239

Optimizing a template 1240

Scripts 1240

Images 1241

Overview 1242

Connect 2018.2 Enhancements 1245

Sassy CSS 1245

Commingling 1246

New ERP Template Wizards 1246

Page 13

Dynamic Sheet Configuration Settings 1246

Performance Improvements 1247

Installer Improvements 1247

REST API Improvements 1248

Logging Improvements 1248

Connect 2018.2 Designer Updates 1251

JSONsupport added to the Data Model Panel 1251

Minimum Pages option added to Print Sections 1252

Color Output option added to Print Contexts 1253

Breadcrumb Improvements 1253

Send To Workflow Improved 1254

Paste as Plain Text option added 1254

Scripting Improvements 1255

Post Pagination Improvements 1256

Barcode Improvements 1256

Business Graphics Improvements 1257

General Designer Improvements 1258

Connect 2018.2 DataMapping Updates 1260

Ignore Blank Lines 1260

Dynamic SQL Queries 1260

Set Data Fields as Not Required 1261

Landscape PDF Input 1261

Dynamic XPATH values 1261

General DataMapping Improvements: 1262

Connect 2018.2 Server Enhancements 1263

Engine Setup 1263

Automatic Engine Restarts 1263

Improvements for high workload situations 1264

Connect 2018.2 Output updates 1265

Important Information 1265

Font handling 1265

Email Output Improvements 1267

Print Output Improvements 1268

General Output Improvements 1268

Print Wizard and Preset Wizard Improvements 1269

Size grouping 1269

Impositioning 1271

Page 14

Selective Inserts 1273

Workflow 2018.2 Updates 1274

New HTTPServer Input - NodeJS 1274

Process Grouping 1275

Connect All-in-One Improvements 1275

Create Job Improvements 1276

DataMapper Validation 1277

Improved Logging 1277

Connect Workflow Improvements: 1277

General Workflow Fixes and Improvements: 1278

Known Issues 1279

Overview 1279

Installing PlanetPress Connect and PlanetPress Workflow 1279

Updating stand-alone Workflow Messenger installations 1280

Print Only Version 1280

Templates Used in Workflow 1280

Upgrading from PlanetPress Connect 1.7 1280

Reduced Memory Version 1281

Connect 2018.2.1 Enhancements/Fixes 1281

Backwards Compatibility Issues 1281

Connect 2018.2 Enhancements 1282

Sassy CSS 1282

Commingling 1283

New ERP Template Wizards 1283

Dynamic Sheet Configuration Settings 1283

Performance Improvements 1284

Installer Improvements 1284

REST API Improvements 1285

Logging Improvements 1285

Connect 2018.2 Designer Updates 1288

JSONsupport added to the Data Model Panel 1288

Minimum Pages option added to Print Sections 1289

Color Output option added to Print Contexts 1290

Breadcrumb Improvements 1290

Send To Workflow Improved 1291

Paste as Plain Text option added 1291

Scripting Improvements 1292

Page 15

Post Pagination Improvements 1293

Barcode Improvements 1293

Business Graphics Improvements 1294

General Designer Improvements 1295

Connect 2018.2 DataMapping Updates 1297

Ignore Blank Lines 1297

Dynamic SQL Queries 1297

Set Data Fields as Not Required 1298

Landscape PDF Input 1298

Dynamic XPATH values 1298

General DataMapping Improvements: 1299

Connect 2018.2 Server Enhancements 1300

Engine Setup 1300

Automatic Engine Restarts 1300

Improvements for high workload situations 1301

Connect 2018.2 Output updates 1302

Important Information 1302

Font handling 1302

Email Output Improvements 1304

Print Output Improvements 1305

General Output Improvements 1305

Print Wizard and Preset Wizard Improvements 1306

Size grouping 1306

Impositioning 1308

Selective Inserts 1310

Workflow 2018.2 Updates 1311

New HTTPServer Input - NodeJS 1311

Process Grouping 1312

Connect All-in-One Improvements 1312

Create Job Improvements 1313

DataMapper Validation 1314

Improved Logging 1314

Connect Workflow Improvements: 1314

General Workflow Fixes and Improvements: 1315

Known Issues 1316

Previous Releases 1316

Overview 1316

Page 16

Connect 2018.1.6 Enhancements/Fixes 1319

Connect 2018.1.5 Enhancements/Fixes 1319

Connect 2018.1.4 Enhancements/Fixes 1320

Connect 2018.1.3 Enhancements/Fixes 1320

Connect 2018.1.2 Enhancements/Fixes 1320

Connect 2018.1.1 Enhancements/Fixes 1321

Connect 2018.1 General Enhancements 1322

Connect 2018.1 Designer Enhancements/Fixes 1331

Connect 2018.1 DataMapping Enhancements/Fixes 1338

Connect 2018.1 Output Enhancements/Fixes 1341

Workflow 2018.1 Enhancements/Fixes 1344

Known Issues 1349

Overview 1349

Connect 1.8 General Enhancements and Fixes 1352

Connect 1.8 Performance Related Enhancements and Fixes 1356

Connect 1.8 Designer Enhancements and Fixes 1357

Connect 1.8 DataMapping Enhancements and Fixes 1362

Connect 1.8 Output Enhancements and Fixes 1365

Capture OnTheGo (COTG) Enhancements and Fixes 1370

Workflow 8.8 Enhancements and Fixes 1371

Known Issues 1376

Overview 1380

Connect 1.7.1 General Enhancements and Fixes 1382

Connect 1.7.1 Designer Enhancements and Fixes 1387

Connect 1.7.1 DataMapping Enhancements and Fixes 1395

Connect 1.7.1 Output Enhancements and Fixes 1398

Workflow 8.7 Enhancements and Fixes 1406

Known Issues 1409

Overview 1413

OLConnect Send 1416

Connect 1.6.1 General Enhancements and Fixes 1418

Connect 1.6.1 Designer Enhancements and Fixes 1419

Connect 1.6.1 DataMapping Enhancements and Fixes 1420

Connect 1.6.1 Output Enhancements and Fixes 1420

Connect Workflow 8.6 Enhancements and Fixes 1422

Known Issues 1424

Overview 1429

Page 17

Connect 1.5 Designer Enhancements and Fixes 1430

Connect 1.5 DataMapping Enhancements and Fixes 1434

Connect 1.5 Output Enhancements and Fixes 1434

Connect 1.5 General Enhancements and Fixes 1436

Connect 8.5 Workflow Enhancements and Fixes 1437

Known Issues 1438

Overview 1442

Connect 1.4.2 Enhancements and Fixes 1444

Connect 1.4.1 New Features and Enhancements 1444

Connect 1.4.1 Designer Enhancements and Fixes 1446

Connect 1.4.1 DataMapping Enhancements and Fixes 1448

Connect 1.4.1 Output Enhancements and Fixes 1448

Connect 8.4.1 Workflow Enhancements and Fixes 1449

Known Issues 1449

Legal Notices and Acknowledgements 1454

Copyright Information 1459

Page 18

Welcome to PlanetPress Connect

2018.2

Note

Since we are always looking for new ways to make your life easier, we welcome your

questions and comments about our products and documentation. Use the feedback tool

at the bottom of the page or shoot us an email at doc@ca.objectiflune.com.

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 servicing response form web pages and email to provide interactive business

communications.

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

CaptureOnTheGo App. Users with a CaptureOnTheGo 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.

This online documentation covers PlanetPress Connect version 2018.2.

Page 19

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34

l "Known Issues" on page136

l "Server Configuration Settings" on page111

l Uninstalling

System and Hardware Considerations

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

pages:

l "System requirements" on page34

l "Database Considerations" on page23

l "Environment considerations" on page27

l "Known Issues" on page136

l "Language and Encoding Considerations" on page30

l "Antivirus Exclusions " on the next page

l "Performance considerations" on page31

Page 20

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OBJECTIF LUNE PlanetPress Connect 2018.2 User guide

OBJECTIF LUNE PlanetPress Connect 2018.2 User guide

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