2021.2
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 2021.2
- Setup And Configuration
- System and Hardware Considerations
- Installation and Activation
- Where to obtain the installers
- Installation prerequisites
- User accounts and security
- Installing PlanetPress Connect on Machines without Internet Access
- Installation Wizard
- Running Connect installer in Silent Mode
- Activating a License
- Migrating to a new workstation
- Information about PlanetPress Workflow
- Upgrading
- Server Configuration Settings
- Known Issues
- Uninstalling
- General information
- OL Connect projects
- The DataMapper
- DataMapper basics
- Data mapping configurations
- Creating a new data mapping configuration
- Opening a data mapping configuration
- Saving a data mapping configuration
- Down-saving a data mapping configuration
- Using the wizard for CSV and Excel files
- Using the wizard for databases
- Using the wizard for JSON files
- Using the wizard for PDF/VT or AFP files
- Using the wizard for XML files
- Advanced PCL to PDF options
- Data mapping workflow
- The Data Model
- DataMapper User Interface
- DataMapper Scripts API
- The Designer
- Designer basics
- Web
- Capture OnTheGo
- COTG Forms
- Creating a COTG Form
- Filling a COTG template
- Sending the template to the Workflow tool
- Receiving and extracting data from a COTG Form
- Using COTG data in a template
- Designing a COTG Template
- Capture OnTheGo template wizards
- Using Foundation
- COTG Elements
- Using COTG Elements
- Testing a Capture OnTheGo Template
- Using the COTG plugin
- Dynamically adding COTG widgets
- Saving and restoring custom data and widgets
- Using submitted COTG data in a template
- Capture OnTheGo API
- Content elements
- Snippets
- Styling and formatting
- Personalizing content
- Preferences
- General preferences
- Clean-up Service preferences
- DataMapper preferences
- Database Connection preferences
- Editing preferences
- Email preferences
- Emmet preferences
- Engines preferences
- Hardware for Digital Signing preferences
- Language preferences
- Logging preferences
- Parallel Processing preferences
- Print preferences
- Project Wizards preferences
- Save preferences
- Scripting preferences
- Servers preferences
- Web preferences
- Writing your own scripts
- Script types
- Creating a new Standard Script
- Writing a script
- Setting the scope of a script
- Managing scripts
- Testing scripts
- Optimizing scripts
- The script flow: when scripts run
- Selectors in Connect
- Loading a snippet via a script
- Loading content using a server's API
- Using scripts in Dynamic Tables
- Control Scripts
- Post Pagination Scripts
- Translating templates
- Designer User Interface
- Designer Script API
- Functions and fields
- Example
- Functions and fields
- html()
- margins
- front, back
- Generating output
- Print output
- Email output
- Web output
- Generating Print output
- Generating Print output from the Designer
- Generating Print output from Workflow
- Print settings in a template
- Aborting content creation
- Print using standard print output settings
- Print Presets
- Print using Advanced Printer Wizard
- Adding print output Models to the Print Wizard
- Splitting printing into more than one file
- Print output variables
- Generating Fax output
- Generating Tags for Image output
- Generating Email output
- Generating Web output
- Optimizing a template
- Runtime parameters
- PlanetPress Connect Release Notes
- OL PlanetPress Connect Release Notes 2021.2.1
- License Update Required for Upgrade to OL Connect 2021.x
- Backup before Upgrading
- Overview
- OL Connect 2021.2.1 Improvements
- OL Connect 2021.2 Designer Improvements
- OL Connect 2021.2 DataMapper Improvements
- OL Connect 2021.2 Output Improvements
- Workflow 2021.2 Improvements
- OL Connect 2021.2 Improvements
- Known Issues
- Previous Releases
- OL PlanetPress Connect Release Notes 2021.1
- OL PlanetPress ConnectRelease Notes 2020.2.1
- OL PlanetPress Connect Release Notes 2020.1
- OL PlanetPress Connect Release Notes 2019.2
- OL PlanetPress Connect Release Notes 2019.1
- PlanetPress Connect Release Notes 2018.2.1
- PlanetPress Connect Release Notes 2018.1.6
- PlanetPress Connect Release Notes 1.8
- PlanetPress Connect Release Notes 1.7.1
- PlanetPress Connect Release Notes 1.6.1
- PlanetPress Connect Release Notes 1.5
- PlanetPress Connect Release Notes 1.4.2
- Connect 1.4.2 Enhancements and Fixes
- Connect 1.4.1 New Features and Enhancements
- Connect 1.4.1 Designer Enhancements and Fixes
- Connect 1.4.1 DataMapping Enhancements and Fixes
- Connect 1.4.1 Output Enhancements and Fixes
- Connect 8.4.1 Workflow Enhancements and Fixes
- Known Issues
- OL PlanetPress Connect Release Notes 2021.2.1
- Knowledge Base
- Legal Notices and Acknowledgements
directly through the record object (see the "Designer Script API" on page1281 and
"DataMapper Scripts API" on page384).
To change the order in which data are extracted, see "Renaming and reordering fields in an
extraction step" on page275.
Moving fields
To move a field, a group of fields or a detail table, you can simply drag and drop it to some
other place in the Data Model.
Alternatively, you can right-click the field, group or detail table and select one of the options in
the Move menu, to move it up or down within the list or group.
Fields cannot be moved into another table. However, inside a table they can be moved up or
down.
Grouping fields
To group one or more fields, select the field(s), right-click and select Add group. It is also
possible to create groups within groups; this is done in the same way.
To move a field into an existing group you can simply drag and drop it into the group or onto
the name of that group.
To delete a group, right-click it and select Ungroup. The fields will be moved up one level in
the structure. To move a field out of an existing group you can also simply drag and drop it out
of that group.
To delete an empty group, right-click it and select Delete.
Using the Data Model in templates
The Data Model is what enables you to create personalized templates in the Designer module.
You can drag & drop fields from the Data Model into the template that you are creating (see
"Variable Data" on page805). For this, you need to either have a template and a data mapping
configuration open at the same time, or import a Data Model (see "Importing/exporting a Data
Model" on page268).
The Data Model is reusable, meaning that it can be shared amongst different template layouts
and output types.
Different data mapping configurations could use the same Data Model, allowing a template to
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