OBJECTIF LUNE PlanetPress Connect 2019.1 User guide

User Guide

Version:2019.1

User Guide

Version 2019.1

Last Revision:2019-06-10

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 2019.1 18

Setup And Configuration 19

System and Hardware Considerations 19

Antivirus Exclusions 20

Database Considerations 22

Environment considerations 26

Language and Encoding Considerations 29

Network Considerations 29

Performance considerations 30

System requirements 33

Installation and Activation 34

Where to obtain the installers 34

Installation - important information 34

Installation - "How to" guides 34

Activation 35

Installation Prerequisites 35

User accounts and security 35

Upgrading from previous Connect Versions 36

Installing PlanetPress Connect on Machines without Internet Access 38

Installation Wizard 39

Running Connect installer in Silent Mode 48

Activating a License 56

Migrating to a new workstation 59

Information about PlanetPress Workflow 66

Upgrading from PlanetPress Suite 6/7 67

Preferences 86

Server Configuration Settings 112

Connection preferences 113

Engine configuration 114

Scheduling preferences 124

Security Settings 131

Connect: a peek under the hood 132

Page 4

The Workflow server 133

The Connect server 133

The Connect database 134

The File Store 135

The engines 135

The REST API 136

Known Issues 137

The OLConnect 2019.1 license update does not cater for existing AFPinput licenses 137

Page break changes in 2019.1 138

Progress bar pausing during 2019.1 Content Creation 138

Backend database might require periodic maintenance 139

Windows 10 Search service impacting Connect 139

Job Creation Presets: External Sorting change introduced in 2018.2 140

Engine Preferences: Backward Compatibility Issues introduced in 2018.2 140

Business Graphics: Backward Compatibility Issues introduced in 2018.1 140

Known Font issues 141

Minor differences in PCLoutput introduced in 2018.1 142

Windows Server 2016 issue 142

Limit of 100MB of image files within a single job 142

Print Output: Booklet Impositioning changes introduced in 2018.1 143

Issues with Microsoft Edge browser 143

Installation Paths with Multi-Byte Characters 143

Switching Languages 143

GoDaddy Certificates 144

MySQL Compatibility 144

PostScript print presets 144

Available Printer Models 144

External Resources in Connect 145

Using Capture After Installing Workflow 8 145

Capturing Spool Files After Installing Workflow 8 146

Color Model in Style Sheets 146

Image Preview in Designer 146

Merge/Weaver Engines when Printing 146

REST Calls for Remote Services 146

Print Content and Email Content in PlanetPress Workflow 147

Print Limitations when the Output Server is located on a different machine 147

VIPP Output 147

Page 5

Uninstalling 147

Important Note:Stop any active Anti-Virus software before uninstalling Connect. 148

Impacts upon other Applications and Services 148

Uninstallation Wizard 148

General information 150

Connect: a peek under the hood 150

The Workflow server 151

The Connect server 152

The Connect database 153

The File Store 153

The engines 154

The REST API 155

Connect File Types 156

OL Connect projects 157

Project Wizards 158

Project wizard: Basic Email 160

Project Wizard: COTG Timesheets 166

Project Wizard: Print Promotional Jobs 174

Project Wizard: Print Transactional Jobs 181

Project Wizard: Submitting Data with Web Forms 188

Project Wizard: Serving a Web Page 193

Workflow processes in OL Connect projects 199

About Workflow processes 199

Common OL Connect Workflow processes 200

OL Connect tasks 201

Capture OnTheGo Workflow processes 203

Email processes with OL Connect tasks 203

Print processes with OL Connect tasks 205

Web processes with OL Connect tasks 207

The DataMapper 210

DataMapper basics 210

What's next? 211

Data mapping configurations 211

Creating a new data mapping configuration 212

Opening a data mapping configuration 216

Saving a data mapping configuration 216

Page 6

Using the wizard for CSV and Excel files 217

Using the wizard for databases 218

Using the wizard for PDF/VT or AFP files 221

Using the wizard for XML files 223

Advanced PCL to PDF options 224

Data mapping workflow 232

Creating a data mapping workflow 232

Testing the extraction workflow 234

Data source settings 234

Extracting data 238

Steps 258

The Data Model 269

About records 270

Creating a Data Model 270

Editing the Data Model 271

Using the Data Model 273

Fields 275

Detail tables 280

Data types 288

Data Model file structure 298

DataMapper User Interface 300

Keyboard shortcuts 301

Menus 306

Panes 310

Example 319

Example 338

Settings for location-based fields in a Text file 346

Settings for location-based fields in a PDF File 347

Settings for location-based fields in CSV and Database files 348

Settings for location-based fields in an XML File 348

Text and PDF Files 352

CSV and Database Files 353

XMLFile 355

Text and PDF Files 360

CSV and Database Files 361

XMLFiles 363

Left operand, Right operand 367

Page 7

Condition 369

Operators 369

Text file 370

PDF File 372

CSV File 373

XML File 373

JavaScript 375

Toolbar 375

Welcome Screen 377

DataMapper Scripts API 378

Using scripts in the DataMapper 381

Setting boundaries using JavaScript 383

Objects 389

Example 393

Example 395

Examples 398

Example 400

Example 401

Example 403

Examples 406

Examples 409

Example 413

Example 417

Example 418

Text 419

XML 420

Functions 420

The Designer 432

Designer basics 432

What's next? 433

Features 433

Templates 434

Contexts 450

Sections 452

Print 456

Copy Fit 458

Page 8

Creating a Print template with a Wizard 458

Print context 464

Print sections 468

Pages 478

Master Pages 486

Media 489

Email 496

Designing an Email template 498

Creating an Email template with a Wizard 501

Email context 505

Email templates 507

Email header settings 511

Email attachments 517

Web 521

Creating a Web template with a Wizard 522

Web Context 526

Web pages 528

Forms 534

Using Form elements 539

Using JavaScript 544

Capture OnTheGo 549

COTG Forms 549

Creating a COTG Form 550

Filling a COTG template 551

Testing the template 552

Sending the template to the Workflow tool 552

Using COTG data in a template 553

Designing a COTG Template 556

Capture OnTheGo template wizards 559

Using Foundation 563

COTG Elements 566

Using COTG Elements 573

Testing a Capture OnTheGo Template 578

Using the COTG plugin: cotg-2.0.0.js 585

Dynamically adding COTG widgets 588

Saving and restoring custom data and widgets 591

Capture OnTheGo API 596

Page 9

Content elements 608

Element types 608

Editing HTML 609

Attributes 610

Inserting an element 611

Selecting an element 612

Deleting an element 613

Styling and formatting an element 613

Barcode 614

Boxes 668

Business graphics 672

COTG Elements 681

Date 688

Forms 689

Form Elements 694

Hyperlink and mailto link 697

Images 700

Table 706

Text and special characters 711

Snippets 713

Adding a snippet to the Resources 714

Adding a snippet to a section 715

Creating a snippet 715

Editing a snippet 715

Renaming a snippet 716

Translating a snippet 716

Styling and formatting 717

Local formatting versus style sheets 717

Layout properties 717

Styling templates with CSS files 718

Styling text and paragraphs 729

How to position elements 733

Rotating elements 737

Styling a table 738

Styling an image 742

Background color and/or image 746

Border 747

Page 10

Colors 750

Fonts 754

Locale 758

Spacing 759

Using a Sass file 760

Personalizing content 761

Variable data 761

Conditional content 762

Dynamic images 762

Detail tables 762

Snippets 763

Scripts 763

Loading data 764

Variable Data 775

Formatting variable data 782

Showing content conditionally 785

Conditional Print sections 788

Dynamic Images 789

Detail Table 791

Personalized URL 795

Writing your own scripts 798

Script types 798

Creating a new Standard Script 800

Writing a script 802

Managing scripts 804

Testing scripts 807

Optimizing scripts 812

Loading a snippet via a script 817

Loading content using a server's API 819

The script flow: when scripts run 822

Selectors in Connect 823

Control Scripts 828

Post Pagination Scripts 843

Translating templates 850

Translating a template 851

Tagging elements for translation 852

Pluralization 855

Page 11

Exporting and importing translation files 857

Designer User Interface 859

Dialogs 860

Keyboard shortcuts 949

Menus 956

Panes 968

Preferences 992

Toolbars 1018

Welcome Screen 1024

Print Options 1025

Job Creation Presets 1106

Output Creation Presets 1119

Page breakdown 1139

Australia Post 4 State Settings 1146

Codabar Settings 1148

Code 128 Settings 1151

Code 39 Settings 1154

Datamatrix Settings 1157

EAN-128 Settings 1159

EAN-13 Settings 1162

EAN-8 Settings 1165

Interleaved 2 of 5 Settings 1168

KIXCode (Dutch Post) Settings 1170

Japan Post Settings 1172

PDF417 Settings 1174

QR Code Settings 1177

Royal Mail 4 State Settings 1181

Royal Mail 2D Settings 1183

UPC-A Settings 1185

UPC-E Settings 1188

USPostal Service IMBSettings 1191

USPostal Service IMPBSettings 1194

Designer Script API 1217

Standard Script API 1219

Page 12

Examples 1227

Examples 1229

Examples 1232

Examples 1234

Examples 1235

Examples 1236

Examples 1237

Examples 1238

Examples 1240

Examples 1241

Examples 1242

Example 1242

Example 1243

Example 1244

Example 1245

Examples 1247

Creating a table of contents 1247

Example 1248

Examples 1249

Examples 1251

Examples 1253

Replace elements with a snippet 1254

Replace elements with a set of snippets 1254

Example 1255

Example 1256

Creating a Date object from a string 1266

Control Script API 1280

Examples 1299

Post Pagination Script API 1310

Setting the margins of a Print section 1326

Setting the header and footer of a Master Page 1326

Generating output 1328

Print output 1328

Page 13

Fax output 1329

Email output 1329

Web output 1330

Generating Print output 1330

Generating Print output from the Designer 1330

Generating Print output from Workflow 1332

Print settings in a template 1332

Aborting content creation 1333

Print Using Standard Print Output Settings 1333

Print Using Advanced Printer Wizard 1335

Adding print output models to the Print Wizard 1336

Splitting printing into more than one file 1337

Print output variables 1338

Generating Fax output 1347

Generating Tags for Image Output 1348

Generating Email output 1350

Email output settings in the Email context and sections 1351

Generating Email output from Connect Designer 1352

Generating Email output from Workflow 1353

Aborting content creation 1353

Using an ESP with PlanetPress Connect 1354

Generating Web output 1359

Web output settings in the Web context and sections 1360

Attaching Web output to an Email template 1361

Generating Web output from Workflow 1361

Aborting content creation 1362

Optimizing a template 1362

Scripts 1363

Images 1363

License Update Required for Upgrade to Connect 2019.1 1365

Overview 1366

OLConnect 2019.1 Enhancements 1368

Script Debugger 1368

New Connect Project Wizards 1369

Improved Data Model view 1371

New Translation feature 1373

Installer Improvements 1374

Page 14

Simplified access to MSSQL Server 1374

Connect 2019.1 Designer Updates 1375

Scripting Improvements 1375

Barcode Improvements 1376

General Designer Improvements and Fixes 1377

Connect 2019.1 DataMapping Updates 1379

Stepping Improvements 1379

Find functionality added to Steps 1379

XML Performance Improvements 1380

XML boundaries 1381

General DataMapping Improvements 1381

Connect 2019.1 Output updates 1381

Font handling 1381

Print Output Improvements 1382

General Output Improvements 1384

Print Wizard and Preset Wizard Improvements 1385

Dynamic Print Control Improvements 1385

Import multiple Presets 1386

Improved Data Filtering Options 1386

General Print Wizard Improvements 1388

Workflow 2019.1 Updates 1389

PDF/A-3 e-Invoices 1389

NodeJS 1389

Capture/Send emails with SSL support 1390

Data Repository Manager Improvements 1390

General Workflow Improvements 1391

Known Issues 1393

Previous Releases 1393

Overview 1393

Connect 2018.2.1 Enhancements/Fixes 1395

Connect 2019.1 Enhancements 1396

Connect 2019.1 Designer Updates 1402

Connect 2019.1 DataMapping Updates 1411

Connect 2019.1 Server Enhancements 1414

Connect 2019.1 Output updates 1415

Print Wizard and Preset Wizard Improvements 1420

Workflow 2019.1 Updates 1425

Page 15

Known Issues 1430

Overview 1430

Connect 2018.1.6 Enhancements/Fixes 1433

Connect 2018.1.5 Enhancements/Fixes 1433

Connect 2018.1.4 Enhancements/Fixes 1434

Connect 2018.1.3 Enhancements/Fixes 1434

Connect 2018.1.2 Enhancements/Fixes 1434

Connect 2018.1.1 Enhancements/Fixes 1435

Connect 2018.1 General Enhancements 1436

Connect 2018.1 Designer Enhancements/Fixes 1445

Connect 2018.1 DataMapping Enhancements/Fixes 1452

Connect 2018.1 Output Enhancements/Fixes 1455

Workflow 2018.1 Enhancements/Fixes 1458

Known Issues 1463

Overview 1463

Connect 1.8 General Enhancements and Fixes 1466

Connect 1.8 Performance Related Enhancements and Fixes 1470

Connect 1.8 Designer Enhancements and Fixes 1471

Connect 1.8 DataMapping Enhancements and Fixes 1476

Connect 1.8 Output Enhancements and Fixes 1479

Capture OnTheGo (COTG) Enhancements and Fixes 1484

Workflow 8.8 Enhancements and Fixes 1485

Known Issues 1490

Overview 1494

Connect 1.7.1 General Enhancements and Fixes 1496

Connect 1.7.1 Designer Enhancements and Fixes 1501

Connect 1.7.1 DataMapping Enhancements and Fixes 1509

Connect 1.7.1 Output Enhancements and Fixes 1512

Workflow 8.7 Enhancements and Fixes 1520

Known Issues 1523

Overview 1527

OLConnect Send 1530

Connect 1.6.1 General Enhancements and Fixes 1532

Connect 1.6.1 Designer Enhancements and Fixes 1533

Connect 1.6.1 DataMapping Enhancements and Fixes 1534

Connect 1.6.1 Output Enhancements and Fixes 1534

Connect Workflow 8.6 Enhancements and Fixes 1536

Page 16

Known Issues 1538

Overview 1543

Connect 1.5 Designer Enhancements and Fixes 1544

Connect 1.5 DataMapping Enhancements and Fixes 1548

Connect 1.5 Output Enhancements and Fixes 1548

Connect 1.5 General Enhancements and Fixes 1550

Connect 8.5 Workflow Enhancements and Fixes 1551

Known Issues 1552

Overview 1556

Connect 1.4.2 Enhancements and Fixes 1558

Connect 1.4.1 New Features and Enhancements 1558

Connect 1.4.1 Designer Enhancements and Fixes 1560

Connect 1.4.1 DataMapping Enhancements and Fixes 1562

Connect 1.4.1 Output Enhancements and Fixes 1562

Connect 8.4.1 Workflow Enhancements and Fixes 1563

Known Issues 1563

Knowledge Base 1568

Legal Notices and Acknowledgements 1569

Copyright Information 1574

Page 17

Welcome to PlanetPress Connect

2019.1

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. 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 2019.1.

Page 18

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137

l "Server Configuration Settings" on page112

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33

l "Database Considerations" on page22

l "Environment considerations" on page26

l "Known Issues" on page137

l "Language and Encoding Considerations" on page29

l "Antivirus Exclusions " on the facing page

l "Performance considerations" on page30

Page 19

Antivirus Exclusions

Article #: Product: Version:

INFO-0002 OL Connect 1.5 and up

Description

The information on this page is designed to assist IT managers and IT professionals decide

what anti-virus strategy to follow with consideration to OL Connect and their internal

requirements and needs. This page describes the mode of operation and the files and folders

used by OL Connect 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

Main installation folder

All Connect applications are installed under an arbitrarily selectable main folder. We will speak

of the "Installation Target" in the following. This installation target will hold the executables and

required files and folders for the operation of the whole product suite. All these files and folders

are static after their installation. It depends on the company virus protection strategy, if such

files and folders will be monitored or not. A virus protection on these files and folders should,

however, not have a big – if even any – impact on the performance of the Connect suite.

With some exceptions, which are listed below.

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 exclusion list, if possible.

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

default folder was selected during the installation process the file is likely to be as follows:

C:\Program Files\Objectif Lune\OL Connect\Connect Server\ServerService.exe

Page 20

Page is loading ...

OBJECTIF LUNE PlanetPress Connect 2019.1 User guide

OBJECTIF LUNE PlanetPress Connect 2019.1 User guide

Related papers

Other documents