To perform these tasks, you must have the appropriate document
folder permissions.Documents/Library
From the EOM Console you can start, stop, view, and delete documents. You can route documents to destinations and schedule documents to print at a specific time. You can control documents from the EOM Console using the following procedures.
To perform these tasks, you must have the appropriate document
folder permissions.
From the Documents grid, right-click the documents you want to change. You can select one or more documents at a time.
Select one of the following state options from the menu.
Hold Sets the state of the selected document to Hold. The document cannot be routed.
Ready Sets the state of the selected document to Ready. The document is ready to be routed.
From the Documents grid, right-click the document you want to view.
Select View and then select the appropriate submenu viewing option. The available options vary depending on the type of document selected.
You can use the Viewer
Configuration dialog box to define and configure the Viewer utilities
that display in the menu. To access the Viewer
Configuration dialog box, from the EOM Console menu bar, select
Tools | Configure Viewer.
Use the following procedure to manually route documents to destinations from the EOM Console.
From the Documents grid, select one or more documents, right-click and select Route to destination.
From the dialog box that displays, select one or more destinations in the tree. Use the SHIFT and CTRL keys to select multiple destinations. Destination groups cannot be selected. To quickly locate a destination, you can search using the search box below tree.
Determine if you need to
select the Enable offline destinations
check box. If you route a document to a destination that is offline,
selecting this option will automatically bring the destination online
to receive the document. You can determine the offline destinations by
looking at the images in the tree. The images for offline destinations
are gray with a red no symbol (for example, an offline folder destination
would display as 
).
Click OK.
You can automatically route to a destination
by including a default
destination in the source configuration and creating a business
rule to route to a destination.
From the Documents grid, right-click a document and select Properties. The Document Properties dialog box displays.
In the View list, choose the document properties/print preferences that display in the grid. You can select from the following options:
All – Displays all available document properties in the grid.
Standard – Displays only the document properties that the destination is capable of using. This is the default view.
Only Set Values – Displays only the document properties that contain a value (have been configured). This is an easy way to see the settings that are going to be applied to the document.
Configure the document properties in the grid. The grid lists the property values that can be configured grouped in the following categories: Basic options, Media selection, Document, Image adjustments, Finishing, and Other properties. To expand a category, click the down arrow next to a category name. To collapse a category, click the up arrow.
Expand the category of the property you want to configure. The first node level in the category determines the print preferences for the properties it contains. In the Mode/Value column, select how the property should be applied when a document is sent to a destination. You can choose from the following options:
Always Apply – Always applies the specified property value. Barr EOM will add commands to the print stream to enforce the print preference. If the document already contains commands for that print preference, Barr EOM will modify the commands to work with the printer family where the document is being sent.
Apply Conditionally – Applies the property value conditionally. Barr EOM will only add or modify commands for the print preference when the printer family that the document is destined for is different from the printer family the document was originally designed for.
Informational Only – Barr EOM makes no changes to the print stream when the document is sent to the destination. The value is for informational purposes only.
Under each print preference are the parameters needed to generate that print preference. In the Mode/Value column, specify the document property value. You can use functions to insert and extract data as necessary.
Click OK to save changes.
Assigning document folders allows you to place specific documents in any of the document folders defined in the Documents or Library tree. Use the following procedure to manually assign documents to document folders.
From the Documents application, select one or more documents, right-click and select Assign to Document Folder. From the Library application, you will select Assign to Library Folder.
From the dialog box that displays, select a folder and click OK. To quickly locate a folder, you can search using the search box below tree.
From the Documents grid, right-click one or more documents you want to delete.
Select Delete from the menu.
From the documents grid you can reprint documents that have been retained. Retained documents appear in the Documents grid with a blue background. You can reprint all or part of the document and schedule the reprint date and time.
Use the following procedure to reprint documents.
From the Documents grid, select one or more retained documents, right-click and select Reprint. You can easily locate retained documents as they are shown with a blue background. From the Destinations and Sources application, click the Retained tab in the Documents to grid. The Reprint Document dialog box displays.
Under Reprint options, determine how you want to reprint the document. You can reprint using one of the following methods.
Reprint the document using the original page range specified.
Clear the current page range and print the entire document.
Reprint the document by specifying a new page range. If you choose to override the current page range, the Document page range option becomes available for you to specify the new page range. Enter the pages to print using the following formats, without quotation marks ("). You can enter one or more page ranges using a comma to separate the values (for example, 3-6,1,18-).
"n-n" to print a specific page range
"-n" to print from the beginning of the document to a specific page
"n-" to print from a specific page to the end of the document
"n" - to print a specific page
Under Schedule reprint time, specify the date and time the document will reprint.
Click Destinations to select the destinations where you want to print the document.
From the Route to Destination dialog box, select one or more destinations in the tree. Use the SHIFT and CTRL keys to select multiple destinations. Destination groups cannot be selected. To quickly locate a destination, you can search using the search box below tree.
Determine if you need to
select the Enable offline destinations
check box. If you route a document to a destination that is offline,
selecting this option will automatically bring the destination online
to receive the document. You can determine the offline destinations by
looking at the images in the tree. The images for offline destinations
are gray with a red no symbol (for example, an offline folder destination
would display as ).
Click OK.
Click Submit.
Documents that have been routed to a destination are considered Retained. Within the Documents grid, these records will show highlighted in blue and have a document state of Hold. Use the following procedure to restore documents back to their previous source.
From the Documents grid, right-click one or more documents you want to restore.
Select Restore from the menu. The documents will no longer be retained. They will be restored to their previous source.
You can schedule documents to print at a specific time. For example, you can schedule certain jobs to print on a specific day of the week or you can schedule large jobs to print at night. Documents become eligible to print at the specified time. They might not print at the exact time, depending on how many other eligible documents are ahead of them in the queue.
Use the following procedure to schedule a document to print at a specified day and time.
From the Documents grid, select one or more documents, right-click and select Schedule.
From the Schedule dialog box, select the specific day and time to print the documents.
Click OK to save the changes.
Use the following procedure to assign a failover profile to documents. Failover profiles specify what should happen to documents when they are sent to inaccessible destinations (they arent able to receive documents).
From the Documents grid, select one or more documents, right-click and select Assign Profiles | Assign Failover Profile. The Set Failover Profile dialog box is displayed.
In the Profile list, select the appropriate failover profile or click New to create one from the Failover Profile dialog box. From this dialog you can configure what will happen if an error occurs before connecting, while connecting, or while transmitting. You can select how many times to retry a document, determine what should happen if all of the retries fail, and when to place the document in an error state.
You can click Edit to edit the selected profile or click Manage to display the Manage Failover Profiles dialog box which lists all of the defined profiles. When managing profiles, you can create, import, and export profiles, as well as manage all existing profiles.
When you have selected your profile, click OK.
Use the following procedure to send documents to the document library. You will specify the library folder where documents will be sent, the file store, any notifications, and how long to keep documents before deleting.
From the Documents grid, select one or more documents, right-click and select Assign Profiles | Assign Library Filing Profile. The Set Library Filing Profile dialog box is displayed.
In the Profile list, select the appropriate library filing profile or click New to create one from the Document Library Profile dialog box.
Complete the following steps to configure a library profile.
Click New. The Document Library Profile dialog box displays.
Specify the library profile Name and Description.
Determine where documents will be placed in the library. You must first click the Base folder Browse button to select an existing folder. If desired, you can then specify one or more Dynamic folder levels to be placed under the selected Base folder. To create dynamic folders, click Add and enter a folder name. The folder name can consist of text and one or more document properties. To insert document properties, right-click in the text box and select Insert Document Property. Some example document properties are date/time, document name, data type, and so on. Once you have entered the folder name, click OK.
You can add, edit, and remove folders, and change the folder order using the buttons next to the box. Each level added becomes a sub folder of the folder above it in the list.
Choose if you want to Send email notification upon filing. If you want to send an email notification when a document is sent to the library, select the check box and click Email. Configure the email setting on the Send Email dialog box.
Specify the file store for documents sent to the library. You can choose to leave them in their current file store or move them to a specified file store.
In the Purge documents spin box, specify how long documents should stay in the library before they are deleted.
Click OK.
When you have selected your profile, click OK.
Use the following procedure to assign a notification profile to documents. This will send notifications when specific events occur in the document life cycle. Notifications are sent according to defined notification profiles. Notification profiles specify which events generate notifications (document arrives, prints successfully, prints on failover destination, or is in error state), the type of notification for each event (email or pop-up), the text of notifications for each event, and who should get notified. For example, you can configure a pop-up to display after a document prints successfully.
From the Documents grid, select one or more documents, right-click and select Assign Profiles | Assign Notification Profile. The Set Notification Profile dialog box displays.
In the Profile list, select the appropriate notification profile or click New to create one from the Notification Profile dialog box.
Complete the following steps to create a notification profile.
Click New. The Notification Profile dialog box displays.
Specify the library profile Name and Description.
If this profile will send email notifications, select the Email profile that will be used with those notifications. You can select an email profile from the list or click the Browse button and mange profiles from the Manage Outbound Email Profiles dialog box. From this dialog box you can create and modify email profiles using the Outbound Email Profile dialog box.
Click directly in the Notifications grid to configure the notifications that will be sent. You will need to configure each grid column. You can add and remove notifications (grid rows) using the Add and Remove buttons.
When the document... - Select when a notification will be sent. You can choose to send a notification when a document Arrives, Prints Successfully, Prints on Failover Destination, or Is In Error State.
Send notification via... - Select how the notification will be sent and displayed. You can choose to send notifications using the Tray Client Pop-up or as an Email Message.
Notify owner - Choose if the document owner will be sent a notification.
Recipients - Click the Browse button to select who will receive the notification. You can select users and groups from the User and Group Selection dialog box. If the user or group you want is not listed, click More Users to search for additional users. See the Adding users and groups to Barr EOM topic for detailed procedures on adding users.
Message - Enter the notification text. You can insert document properties in the body text by right-clicking in the text box, selecting Insert Document Property, and choosing the appropriate properties. Document properties will display enclosed in brackets ([]). The values of the properties will display in the notification.
Click OK.
When you have selected your profile, click OK.
Use the following procedure to assign an output process to documents. Output processes can be created to impact documents as they are being sent to a destination. The processes contain a set of actions which could be used for search and replace, setting finishing options, editing PJL commands, inserting overlays, and so on.
From the Documents grid, select one or more documents, right-click and select Assign Profiles | Assign Output Process. The Set Output Process dialog box is displayed.
In the Profile list, select the appropriate output process or click New to create one from the Process Designer window. See the Working with output processes topic for specific output process procedures.
You can click Edit to edit the selected profile or click Manage to display the Manage Output Process Profiles dialog box which lists all of the defined profiles. When managing profiles, you can create, import, and export profiles, as well as manage all existing profiles.
When you have selected your profile, click OK.
Use the following procedure to assign a retain period to documents. Retain periods determine how long documents will be retained.
From the Documents grid, select one or more documents, right-click and select Assign Profiles | Assign Retain Period. The Set Retain Period dialog box displays.
Set the retain period.
Use the Retain for options to retain documents for a specified time period. Time periods can be specified in years, months, days, hours, and minutes.
Use the Retain until options to retain documents until a specified date and time.
Click OK.