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Documaker Server System Reference, Version 11.3 Start Documaker Documaker Server System Reference version 11.3 Skywire Software, L.L.C. Phone: (U. S.) 972.377.1110 3000 Internet Boulevard (EMEA) +44 (0) 1372 366 200 Suite 200 FAX: (U. S.) 972.377.1109 Notice Frisco, Texas 75034 (EMEA) +44 (0) 1372 366 201 www.skywiresoftware.com Support: (U. S.) 866.4SKYWIRE (EMEA) +44 (0) 1372 366 222 [email protected] PUBLICATION COPYRIGHT NOTICE Copyright © 2008 Skywire Software, L.L.C. All rights reserved. Printed in the United States of America. This publication contains proprietary information which is the property of Skywire Software or its subsidiaries. This publication may also be protected under the copyright and trade secret laws of other countries. TRADEMARKS Skywire® is a registered trademark of Skywire Software, L.L.C. Docucorp®, its products (Docucreate™, Documaker™, Docupresentment™, Docusave®, Documanage™, Poweroffice®, Docutoolbox™, and Transall™) , and its logo are trademarks or registered trademarks of Skywire Software or its subsidiaries. The Docucorp product modules (Commcommander™, Docuflex®, Documerge®, Docugraph™, Docusolve®, Docuword™, Dynacomp®, DWSD™, DBL™, Freeform®, Grafxcommander™, Imagecreate™, I.R.I.S. ™, MARS/NT™, Powermapping™, Printcommander®, Rulecommander™, Shuttle™, VLAM®, Virtual Library Access Method™, Template Technology™, and X/HP™ are trademarks of Skywire Software or its subsidiaries. Skywire Software (or its subsidiaries) and Mynd Corporation are joint owners of the DAP™ and Document Automation Platform™ product trademarks. Docuflex is based in part on the work of Jean-loup Gailly and Mark Adler. Docuflex is based in part on the work of Sam Leffler and Silicon Graphic, Inc. Copyright © 1988-1997 Sam Leffler. Copyright © 1991-1997 Silicon Graphics, Inc. Docuflex is based in part on the work of the Independent JPEG Group. The Graphic Interchange Format© is the Copyright property of CompuServe Incorporated. GIFSM is a Service Mark property of CompuServe Incorporated. Docuflex is based in part on the work of Graphics Server Technologies, L.P. Copyright © 1988-2002 Graphics Server Technologies, L.P. All other trademarks, registered trademarks, and service marks mentioned within this publication or its associated software are property of their respective owners. SOFTWARE COPYRIGHT NOTICE AND COPY LIMITATIONS Your license agreement with Skywire Software or its subsidiaries, authorizes the number of copies that can be made, if any, and the computer systems on which the software may be used. Any duplication or use of any Skywire Software (or its subsidiaries) software in whole or in part, other than as authorized in the license agreement, must be authorized in writing by an officer of Skywire Software or its subsidiaries. PUBLICATION COPY LIMITATIONS Licensed users of the Skywire Software (or its subsidiaries) software described in this publication are authorized to make additional hard copies of this publication, for internal use only, as long as the total number of copies does not exceed the total number of seats or licenses of the software purchased, and the licensee or customer complies with the terms and conditions of the License Agreement in effect for the software. Otherwise, no part of this publication may be copied, distributed, transmitted, transcribed, stored in a retrieval system, or translated into any human or computer language, in any form or by any means, electronic, mechanical, manual, or otherwise, without permission in writing by an officer of Skywire Software or its subsidiaries. DISCLAIMER The contents of this publication and the computer software it represents are subject to change without notice. Publication of this manual is not a commitment by Skywire Software or its subsidiaries to provide the features described. Neither Skywire Software nor it subsidiaries assume responsibility or liability for errors that may appear herein. Skywire Software and its subsidiaries reserve the right to revise this publication and to make changes in it from time to time without obligation of Skywire Software or its subsidiaries to notify any person or organization of such revision or changes. The screens and other illustrations in this publication are meant to be representative, not exact duplicates, of those that appear on your monitor or printer. Contents Chapter 1, Introduction 2 System Overview 3 Rules Publishing Solution Overview 4 Document Automation Evolution 4 Stage 1 - paper automation 5 Stage 2 - workflow automation 6 Stage 3 - paperless information automation 7 Document Automation Goals 8 System Benefits Chapter 2, Understanding the System 11 Processing Overview 14 Processing Options 15 Using Banner Processing 15 Enabling banner processing 15 Specifying banner forms and scripts 17 Banner form processing and multi-file print 18 Processing logic 19 DAL functions 19 Banner processing example 21 Using Multi-step Processing 21 Creating Transaction Records 22 File Summary 23 Processing Transactions 24 Output Files for GenPrint 24 Output Files for GenWIP 24 Output Files for GenArc 25 File Summary 27 Creating Print Spool Files 28 File Summary 29 Sending Incomplete Transactions to WIP iii 30 File Summary 31 Archiving Transactions 32 File Summary 32 Rules Used in Multi-Step Processing 33 Restarting the GenData Program 33 RULCheckTransaction rule 34 RestartJob rule 34 INI options 35 Generating Batch Status Emails 37 Tracking Batch Page Statistics 37 Recipient Page Statistics 38 Batch Totals Summary File 38 Accessing totals in GenPrint 38 INI Options 39 Sample Log File 40 Default DFD Files 40 RCBStatsDtlDFD 42 RCBStatsTotDFD 43 Controlling GenTrn Processing 45 Using Single-step Processing 45 Creating and Processing Transaction Records 46 System Settings and Resources 47 Creating Print Files 48 File Summary 49 Using the MultiFilePrint Callback Function 50 Mapping Fields with XPath 51 Running Archive in Single-Step Processing 51 Running WIP in Single-step Processing 52 Rules Used in Single-step Processing 52 Archive 52 BatchingByRecipINI 52 BatchByPageCount 52 BuildMasterFormList 53 ConvertWIP 53 InitArchive 53 InitConvertWIP 53 InitPrint 53 InitSetRecipCache iv 53 NoGenTrnTransactionProc 53 PageBatchStage1InitTerm 54 PaginateAndPropogate 54 PrintFormset 54 ProcessQueue 54 StandardFieldProc 54 StandardImageProc 54 WriteNAFile 54 WriteOutput 54 WriteRCBWithPageCount 55 Single-step Processing Example 55 Base rules 56 Base form set rules 56 Base image rules 56 Base field rules 57 Using IDS to Run Documaker 58 Writing Unique Data into Recipient Batch Records 59 Optional formatting information 60 Example 62 BANNER.DAL 65 Using Class Recipients 67 Running Documaker Using XML Job Tickets 68 Handling 2-up Printing 68 2-up printing with single-page forms 69 2-up printing with multi-page forms 69 Changing the INI File 70 Creating the TWOUP control group 71 Creating the Added_Fonts control group 71 Changing the Recipient Batch DFD File 72 Rules Used for 2-up Printing 72 AddLine 72 AddTextLabel 72 ForceNoImages 72 GetRCBRec 72 InitMerge 72 InitPageBatchedJob 73 MergeAFP 73 ParseCommentExample 73 PrintData 73 ProcessRecord v 74 Placing the 2-up Rules in the JDT File 75 2-up Processing Example 75 2upbycnt.bat 75 2upstep1.ini 75 2upstep2.ini 75 2upstep3.ini 76 Running the GenData Program 76 Step 1 - Using the AFGJOB1.JDT file 77 Step 2 - Using the AFGJOB2.JDT file 78 Step 3 - Using the AFGJOB3.JDT file 79 Splitting Recipient Batch Print Streams 79 Splitting batches by sheet count 80 Creating PDF output 80 DAL functions 81 DeviceName 81 SetDeviceName 81 BreakBatch 82 UniqueString 82 Using DAL to Manipulate File Names 83 FileDrive 83 FilePath 83 FileName 84 FileExt 84 FullFileName 85 Assigning Printer Types Per Logical Batch Printer 87 Controlling WIP Field Assignments 90 Generating Email Notifications from GenWIP 91 Errors 93 Using Multi-mail Processing 93 Changing the RCPDFDFL.DAT and TRNDFDFL.DAT Files 94 Setting Up the FSISYS.INI File for Multi-mail Processing 96 Adding and Removing Pages 96 Using Custom Code 96 Adding pages 96 Removing pages 96 Using DAL Scripts 96 Adding pages 97 Removing pages vi 98 Using IDS 98 Adding pages 98 Removing pages 99 Adding Indexes and Tables of Contents 100 Using Run-Time Options 100 GenData Command Line Options 100 GenPrint Command Line Options 101 GenTrn Command Line Options 101 Debugging Options 102 Noting font IDs of zero 102 Suppressing elapsed runtime messages 103 Grouping Print Batches 104 Controlling Console Logging 104 Logging INI File Names and Options in the TRACE File 105 Listing the Rules Executed 106 Analyzing DAL Performance 108 When Extract Files Exceed The Offset Limits 109 Controlling What is in the MultiFilePrint Log 111 Using INI Built-In Functions 111 ~GetEnv 112 ~Platform 112 ~OS 113 ~DALRUN ~DALVAR 113 ~Encrypted 114 ~ProcessID 115 ~WIPField 115 Accessing WIP Fields 116 Formatting arguments 118 Specifying locales 119 Using the ~Field function 120 Outputting WIP Field Data Onto the XML Tree 121 Using XML Files 121 Handling Overflow 122 Triggering Forms and Sections 123 Using XPath 123 XPath Syntax vii 123 Axes 124 Symbols 124 Functions 125 Expressions 126 Using the XPath Testing Utility 126 Example 1 127 Example 2 127 Example 3 127 Example 4 127 Example 5 128 Example 6 128 Example 7 128 Example 8 129 Example 9 129 Example 10 130 Example XML File Chapter 3, Implementing Your System 132 Why Use a Methodology? 133 Phase 1 - Define the requirements 133 Phase 2 - Create the detail forms requirements 133 Phase 3 - Build the Master Resource Library 133 Phase 4 - Install and configure the system 133
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