User Guide Version: 8.8 User Guide Version 8.8 Last Revision: 5/23/2019 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. © Objectif Lune, Inc. 1994-2019. All rights reserved. No part of this documentation may be reproduced, transmitted or distributed outside of Objectif Lune Inc. by any means whatsoever without the express written permission of Objectif Lune Inc. Inc. Objectif Lune Inc. 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. Inc reserves the right to alter the information contained in this documentation without notice. Table of Contents Table of Contents 4 Welcome to PReS Workflow 8.8 10 Icons used in this guide 10 System Requirements 12 Operating System (64-bit only) 12 Minimum Hardware Requirements 12 Known Issues 12 Basics 16 Setting Up the Working Environment 16 Setting Up Preferences 16 Create a New Process 16 Considerations 17 Send your Configuration 17 Features 19 The Nature of PReS Workflow 19 About Branches and Conditions 19 Branches 20 Conditions 20 Configuration Components 20 Connect Resources 20 Available Resources 21 Resource Save Location 21 Resource Archives 22 About Data 22 Data File and Job File 23 Job File Names and Output File Names 24 Data selections 25 About Data Emulation 34 Using the File Viewer 35 Sample Data 35 Metadata 37 Data Repository 50 Structure 51 Page 4 Accessing the Data Repository 52 Where to find the Data Repository 53 About Documents 53 Import Documents 53 Import PrintShop Mail Documents 54 Debugging and Error Handling 54 About Error Handling 54 Using the On Error tab 55 Creating and Using Error Processes 56 Accessing the Logs 57 Resubmit Backed Up Input Files to a Process 59 Knowing What to Resubmit 61 Debugging your PReS Workflow Process 62 The Plug-in Bar 65 Categories 65 Settings & Customization 66 About Printing 67 PReS Workflow Printer Queues 68 Shared Printer Queue Properties 69 Windows Output Printer Queue 71 LPR Output Printer Queue 72 FTP Output Printer Queue 73 Send to Folder Printer Queue 75 Triggers 76 Load Balancing 76 Objectif Lune Printer Driver (PS) 77 About Processes and Subprocesses 80 Processes 80 Subprocesses 80 Process Properties 81 Activate or Deactivate a Process 86 Convert a Branch to a Subprocess 86 Import Processes from Another Configuration File 87 Toggle the Run on Desktop Property 88 Using Scripts 89 The Script Editor and XSLT Editor 90 SOAP Server API Reference 96 Page 5 The Watch Object 103 Data Repository API 119 Stopping Execution 139 Special Workflow Types 140 Special Workflows 140 PlanetPress Capture Workflow 141 Database Considerations (ODBC) 148 HTTP Server Workflow 176 PDF Workflow 183 Workflow processes in a Connect Send solution 186 The basic processes involved in the Capture OnTheGo Workflow 188 About Tasks 193 Task Properties 194 Variable Properties 194 Input Tasks 199 Action Tasks 264 Data Splitters 363 Process Logic Tasks 391 Connector Tasks 422 PlanetPress Capture 471 Metadata Tasks 505 OL Connect Send 534 OL Connect tasks 551 Output Tasks 615 Working With Variables 640 Types of Variables 640 Job Info Variables 641 Standard Variables 642 Manipulate Local Variables 646 Manipulate Global Variables 648 About Configurations 650 Create a New Configuration 650 Open a PReS Workflow Configuration File 651 Saving and Sending 651 Exit PReS Workflow Configuration Program 653 About related programs and services 654 Available Input services 655 Page 6 Available Output services 655 Start and Stop PReS Workflow Service 656 The Interface 658 Customizing the Workspace 659 Dock and Undock Areas of the Program Window 659 Show or Hide Areas of the Program Window 661 Combine and Attach Areas 661 Resize the Program Window Areas 666 Change the Interface Language 666 PReS Workflow Button 667 Options 667 The Configuration Components Pane 669 Components Area Sections 669 Processes and Subprocesses 672 Manipulate Global Variables 680 Connect Resources 682 PPS/PSM Documents 684 Associate Documents and PReS Printer Queues 689 Using the Clipboard and Drag & Drop 690 Rename Objects in the Configuration Components Pane 693 Reorder Objects in the Configuration Components Pane 693 Grouping Configuration Components 694 Expand and Collapse Categories and Groups in the Configuration Components Pane 695 Delete Objects and Groups from the Configuration Components Pane 696 Other Dialogs 696 Activate Your Printers 696 Workflow Services 697 Process Properties 699 Advanced SQL Statement Dialog 704 Access Manager 704 PDF Viewer 711 The PReS Workflow Service Console 714 Update document 716 Data Repository Manager 716 Virtual Drive Manager 719 The Debug Information Pane 720 The Message Area Pane 721 Page 7 The Object Inspector Pane 722 The Plug-in Bar 723 Categories 723 Settings & Customization 724 Preferences 725 Other Preferences and Settings 726 General appearance preferences 727 Object Inspector appearance preferences 727 Configuration Components Pane appearance preferences 728 Default Configuration behavior preferences 729 Notification Messages behavior preferences 729 Sample Data behavior preferences 732 Network behavior preferences 732 PlanetPress Capture preferences 734 OL Connect preferences 742 PDF Text Extraction Tolerance Factors 744 General and logging preferences 745 Messenger plugin preferences 746 HTTP Server Input 1 plugin preferences 747 HTTP Server Input 2 plugin preferences 750 LPD Input plugin preferences 751 Serial Input plugin preferences 752 Telnet Input plugin preferences 753 PReS Fax plugin preferences 754 FTP Output Service preferences 757 PReS Image preferences 758 LPR Output preferences 761 PrintShop Web Connect Service preferences 762 Editor Options 763 The Process Area 767 Zoom In or Out within Process Area 768 Adding Tasks 768 Adding Branches 769 Edit a Task 769 Replacing Tasks, Conditions or Branches 770 Remove Tasks or Branches 770 Task Properties Dialog 771 Page 8 Cutting, Copying and Pasting Tasks and Branches 772 Moving a Task or Branch Using Drag-and-Drop 774 Ignoring Tasks and Branches 775 Resize Rows and Columns of the Process Area 776 Selecting Documents in Tasks Links 776 Highlight a Task or Branch 777 Undo a Command 778 Redo a Command 778 The Quick Access Toolbar 778 The PReS Workflow Ribbon 779 The Task Comments Pane 782 Additional Information 783 Copyright Information 784 Legal Notices and Acknowledgements 785 Page 9 Welcome to PReS Workflow 8.8 This PDF documentation covers version 8.8. 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. Workflow is the heart of all of our solutions. Working in conjunction with PReS Connect, PReS Capture, CaptureOnTheGO, PReS Imaging, PReS Fax, and a variety of plugins, it helps improve your communications processes. Processes such as communication creation, interaction, distribution and even maintenance. Workflow is the "super dispatcher". It caters for inputs from a huge variety of sources, such as email, web pages, databases, individual files (PDF, csv, XML, etc), print streams, FTP, Telnet and even ERP systems! This data can then be analysed, modified, stored, verified, routed and used as triggers for other processes from entirely within Workflow. Finally it is passed to one of our other products (or not) to be outputted in multiple ways (printed, emailed, posted, archived, sent to third party solutions, etc..). Consider Workflow as a set of buildings blocks that enable you to build your own customised automated processes which will fit your environment and not the other way around. Create processes that will save you time and money! Icons used in this guide Icons are used throughout this guide to point your attention to certain information. Note Complementary information that is not critical, but may help you better use PReS Workflow. Tip Information that is useful or suggests an easier method. Page 10 Technical Information that may require specific knowledge to understand. Warning Information that is potentially critical to using PReS Workflow. Pay close attention. Page 11 System Requirements These are the system requirements for PReS Workflow 8.8. Operating System (64-bit only) l Microsoft Windows 2008/2008 R2 Server l Microsoft Windows 2012/2012 R2 Server l Microsoft Windows Vista l Microsoft Windows 7 l Microsoft Windows 8.1 l Microsoft Windows 10 (Pro and Enterprise versions only) Note Windows XP, Windows 2003 and older versions of Windows are not supported by PReS Workflow. Minimum Hardware Requirements l NTFS Filesystem (FAT32 is not supported) l CPU Intel Core i7-4770 Haswell (4 Core) l 8GB RAM (16GB Recommended) l Disk Space: At least 10GB (20GB recommended) Known Issues l Anoto Pen Director 2.8 is not supported on Windows Server 2012 and Windows 10. l 22356: Using the PT-PT setting to perform ICR on AlphaNumeric fields may not work properly. If you encounter the issue, use the PT-BR setting instead, or use another PlanetPess Field in your document design. Page 12 l 21962: Barcode scanner task may have issues reading 2-D barcodes printed/scanned with low resolution. Make sure the scans and the original printed output are at least 300DPI (600 or better recommended) l 21405: When printing through a Windows printer driver on Windows Server 2008 or Windows Server 2008 R2, the Job Owner setting is ignored. This is caused by a documented issue in those two Operating Systems. Microsoft has provided no reason nor workaround for the problem, therefore PReS Workflow cannot circumvent the issue. l Under Windows 2000, the SharePoint output task does not work with SharePoint 2010. Under the same OS, the PlanetPress Capture ICR does not work due to the .NET 3.5 requirement. l 21465: The SharePoint Output task does not validate the field contents.