2022.1
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 2022.1
- 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
- OL Connect automation with Node-RED
- Installation
- OL Connect nodes
- Connection settings for OL Connect Server
- OL Connect resources in Node-RED
- Flows in an OL Connect application
- Node-RED: nodes and common techniques
- OL Connect Startup flow
- An OL Connect email flow in Node-RED
- An OL Connect print flow in Node-RED
- An OL Connect preview PDF flow in Node-RED
- An OL Connect web flow in Node-RED
- Capture OnTheGo flows in Node-RED
- 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
- Sample Projects preferences
- Save preferences
- Scripting preferences
- Servers preferences
- Versioning 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
- Handlebars in OL Connect
- 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 2022.1.2
- License Update Required for Upgrade to OL Connect 2022.x
- Backup before Upgrading
- Overview
- OL Connect 2022.1.2 Improvements
- OL Connect 2022.1.1 Improvements
- OL Connect 2022.1 Improvements
- OL Connect 2022.1 Designer Improvements
- OL Connect 2022.1 DataMapper Improvements
- OL Connect 2022.1 Output Improvements
- Workflow 2022.1 Improvements
- OL Connect 2022.1 Improvements
- Known Issues
- Previous Releases
- OL PlanetPress Connect Release Notes 2021.2.1
- 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 2022.1.2
- Knowledge Base
- Legal Notices and Acknowledgements
Note
l Imported Data Model fields always overwrite existing field properties when the field
name is the same (although they will still be part of the same Extract step). Non-
existent fields are created automatically with the appropriate field settings. The
import is case-insensitive.
l All imported data model fields are marked as required in the Data Model (indicated
with an asterisk (*) next to their names). This is to prevent them from being removed,
as the DataMapper immediately discards non-required fields that are not referenced
by any Extract step.
Editing the Data Model
The Data Model is generally constructed by extracting data; see "Extracting data" on page256.
Empty fields and data tables can be added via the contextual menu; see "Adding empty fields
via the Data Model pane" on page298.
Editing fields
You can modify the fields in the Data Model via the contextual menu that opens when you right-
click on something in the Data Model pane. For an explanation of the options in this menu, see
"Data Model contextual menu" on page333.
As long as a field or data table, added via the Data Model pane, remains empty, it can be
edited (renamed, deleted etc.) via the contextual menu.
Fields in a Data Model that are actually used in the extraction workflow cannot be edited via the
contextual menu of the Data Model pane. They are related to a step in the extraction workflow
and are edited via the Step properties pane instead (see "Editing fields" on page299).
Ordering and grouping fields in the Data Model
To make the Data Model clearer and more manageable, you can change the order of the fields
in it and create groups of fields. All grouping and ordering information is saved in the data
mapping configuration, so that when you reopen it, the Data Model will look the same.
Note that these changes have no impact on the order in which data are extracted, or on the final
records in the OL Connect database. They only help you organize the Data Model visually.
This also means group names are not used in scripts; fields and detail tables are accessed
Page 293