EOM Console
Administrators can create business rules to assist in automating document processes for unattended operation. When a condition is found to be true, the configured action will take effect. Example business rules include routing to destinations, transforming to other print languages, assigning to document folders, editing document properties, and so on.
The following procedure provides the basic steps for managing business rules.
From the EOM Console menu bar select Tools | Business Rules. The Business Rules Manager dialog box displays.
The business rules grid lists all of the defined business rules in the order they will be processed. Selecting a rule will display the rule for preview below the grid. The business rules grid is editable. Use the following procedures from the rules grid.
Use the check box in the Enabled column to determine if the rule is enabled or disabled.
To change the follow-on action, click in the Follow-on Action cell and select the action you would like to take after this rule has been processed. You can continue processing rules or select not to process any additional rules.
To modify the rule, double-click the row.
Under the business rules grid, use the following procedures to configure rules.
To create a rule, click Add. The Business Rule dialog box displays.
To modify a rule, select a rule and click Modify.
To delete a rule, select a rule and click Remove.
To create a copy of a rule, select a rule and click Copy. To rename the rule, double-click the rule or select the new rule and click Modify.
To reorder the rules, select a rule and click Move Up or Move Down.
Click OK or Apply to save your changes.
Use the following procedure to create a business rule. You will configure conditions and actions.
From the EOM Console menu bar select Tools | Business Rules. The Business Rules Manager dialog box displays.
Under the business rules grid, click Add. The Business Rule dialog box displays.
Enter a rule Name and Description.
Use the Enabled check box to determine if the rule will be enabled or disabled.
If you want to apply the rule to all documents, select the Always execute this rule (no conditions) check box. This will disable the When box as no condition statements are needed. If you select this option, skip the steps for configuring conditions.
Use the When box to create and manage the rule conditions. Multiple conditions can be created and organized into groups. A blue box is used to indicate a condition group. To create a rule condition, perform the following steps.
In the When box, click the <Target> link. Use the list to select the appropriate condition.
Click the Operation link and select the appropriate operation.
Click the Value link and select the appropriate value. This condition statement is now completed.
To include additional condition statements or create groups of conditions:
Select a condition radio button (inside the box) to enable the Add Condition and Remove Condition buttons for adding and removing condition statements.
Select a group radio button (outside the box) to enable the Add Group and Remove Group buttons for adding and removing groups. This will also enable the Add Condition button for adding a condition to the selected group.
Under Perform the following actions box, use the following procedures to manage actions.
To create an action, click the <Action> link and select one of the following actions.
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Action |
Description |
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Assign Profiles to Document |
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Burst |
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Extract Text |
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Runs the ADM (Advanced Document Modification) process. In this process each page of the document is read, portions of the document can be changed or values extracted, and then the page is written. This can be used as an advanced way to extract text, burst, or perform other operations on the document. | |
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Route to Destinations |
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Configures document properties. | |
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Transform Document |
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Processes documents and populates document properties. | |
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Assigns documents to specific document folders. | |
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Converts FBA to VBA and FBM to VBM. It can be used when dealing with mainframe tape formats. | |
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Deletes documents. | |
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Moves documents to another location (file store). | |
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Allows you to build multiple rules inside of one rule. | |
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Performs a command line operation on the document. | |
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Schedules documents to print at a specific date and time. | |
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Sends email messages when specific events occur in the document life cycle. | |
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Configures the document owner. | |
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Sets the document state to hold or ready. | |
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Determines how long documents will be retained. | |
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Set Billing Accounts |
Documentation coming soon |
To create additional actions, click Add Action.
To modify an action, click the desired action link or click the area next to the link and click Modify Action.
To delete an action, click the area next to the link and click Remove Action.
To reorder the actions, click the area next to the action link and click Move Up or Move Down.
From the Follow-on Action list, click the action you would like to take after this rule has been processed. You can continue processing rules or select not to process any additional rules.
When new documents are created as a result
of a rule action, the processing of the new documents varies from the
processing of the original document. The new documents continue with the
next rule action. The original document, if you choose Continue
processing rules, skips the next rule actions in the current rule,
and goes to the next rule. Transform, Burst, and sometimes Advanced Document
Modification actions create new documents. For example, when you transform
a document from postscript to pdf, a new document is created, or when
you burst a document into 10 documents, 10 new burst documents are created.
Click OK to save your business rule.
Business rule actions are created to perform actions on documents. Examples include routing to destinations, transforming to other print languages, assigning to document folders, and editing document properties. The steps necessary to configure action types are listed in the following sections. Perform the steps in the appropriate section to configure business rule actions.
Use this action to determine what should happen to documents when they are sent to inaccessible destinations (they are not able to receive documents).
In the Perform the following actions box, click the <Action> link and select Assign Profiles to Document | Set Failover Profile. The Set Failover Profile dialog box displays.
Select an existing Profile from the list or click New to create a new failover profile. From the Failover Profile dialog box, 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 this action to associate a transform filter to a document. This filter tells EOM how to format fonts and additional information for printing. This filter is used when the document is viewed or printed.
In the Perform the following actions box, click the <Action> link and select Assign Profiles to Document | Set Filter Profile. The Set Filter Profile dialog box displays.
In the Format list, select the data type.
Select an existing Profile from the list or click New to create a new filter profile from the Configure Filter Profile dialog box. See the Configuring a CpMillProfile resource topic for instructions on configuring a filter profile.
You can click Edit to edit the selected profile or click Manage to display the Resource Manager 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 this action 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.
In the Perform the following actions box, click the <Action> link and select Assign Profiles to Document | Set Library Filing Profile. The Set Library Filing Profile dialog box displays.
Select an existing Profile from the list or click New to create a new library profile from the Document Library Profile dialog box. You can click Edit to edit the selected profile or click Manage to display the Manage Document Library 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.
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 this action to 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.
In the Perform the following actions box, click the <Action> link and select Assign Profiles to Document | Set Notification Profile. The Set Notification Profile dialog box displays.
In the Profile list, click an existing profile or click New to create a new notification profile. You can click Edit to edit the selected profile or click Manage to display the Manage Notification 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. Complete the following steps to configure a notification profile from the Notification Profile dialog box.
Click New.
Specify the 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 this action to impact a document as it is being sent to a destination. Examples include search and replace, setting finishing options, editing PJL commands, inserting overlays, and so on.
In the Perform the following actions box, click the <Action> link and select Assign Profiles to Document | Set Output Process. The Set Output Process dialog box displays.
Select an existing Profile from the list or click New to create a new output process using the EOM Process Designer. 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 this action to split line data documents (text documents with or without carriage control) based on data contained in the document, desired output size, or number of output documents desired. When bursting, new documents are created. For example, when you burst a document into 10 documents, 10 new burst documents are created. The new burst documents continue with the next rule action. The original document, if you choose "continue processing rules," skips the next rule actions in the current rule, and goes to the next rule.
In the Perform the following actions box, click the <Action> link and select Burst | Line Mode. The Extract Text tab - line mode displays.
In the Server list, click the licensed rules agent server that you would like to use.
Under Detect, determine if you want to detect the text to extract by Lines or Records.
Select Lines if you want to use carriage control when specifying the position of variables on the page.
Select Records to count records, ignoring carriage control, when specifying the position of variables on the page.
In the Format list, click the data format.
In the Code page list, click the associated code page.
If desired, select Banner mode. Selecting this option allows the recognition string location to vary on the page. This will search the document for a recognition string. The recognition line becomes line 1 and the extraction variables will be relative to it.
In the Search for box, specify the text that defines the recognition string.
In the Page box, specify the page at which to start searching.
In the Column box, specify the column at which to start searching.
In the Lines boxes, enter the line numbers between which you would like to search.
Under Extraction variables, create one or more variables that will be used for bursting or extraction. You can add, modify, and remove variables using the buttons above the grid. To add a new variable, complete the following steps.
Click New. The Text Extraction Variable Definition dialog box displays.
Enter the Name, Description, and Type of extraction variable. There are two types of extraction variables, those used for bursting and those used to extract data.
If you want to remove spaces that exist at the start and end of the extracted text, select Trim spaces.
Under Location on page, specify the Line/Record number from which the text will be extracted. If you are using record mode, it will be the record number of the current page (i.e., variables on page 2 and greater are relative to line 1 on that page). If you selected Banner mode, the recognition line becomes line 1 and the extraction variables are relative to it.
In the Column box, specify the start column for the extraction.
In the Extract box, enter the number of characters to extract.
If this is an Extract type variable, under Page selection specify the page of the newly created burst document from which you want to extract the text. You can enter a Page number or select First page with non-blank value in selected location.
Click OK. Once a variable of a particular type has been created, it cannot be changed to the other type.
From the Burst Conditions tab, specify what how to create the new documents. You can create documents using one of the following methods:
Extracted variables - Allows for selecting the extraction variables created from the Text Extraction Variable Definition dialog box as conditions in the When box. You can choose the extraction variable and condition that will cause new documents to be created.
Number of pages- Allows for splitting documents based on the number of pages. When you select this option, the Split.Pages in new document and Split.Pages in current document variables are available in the When box.
Number of output documents - Splits a document into a specified number of equally sized output documents. For example, if you submit a document with 99 pages, and you set the number of output documents to 3, you would get 3 output documents of 33 pages each.
The When box is used to create and manage the burst conditions. Multiple conditions can be created and organized into groups. A blue box is used to indicate a condition group. To create a burst condition, perform the following steps. If you chose to split based on the number of output documents, the When box is not available.
In the When box, click the <Target> link and select the appropriate variable. The variables that display vary depending what the split is based on.
If Extracted variables is selected, the extraction variables added from the Text Extraction Variable Definition dialog box will be listed in the menu.
If Number of pages is selected, you can choose the following variables:
Split.Pages in current document - Specifies the total number of pages in the current document.
Split.Pages in new document - Specifies the number of pages to be contained in each new burst document. The number of pages is determined from the beginning of the document or from the previous burst. If the total number of pages of the current document is not equally divisible by this value, the final burst document will contain fewer pages.
For example, if you create a condition
where Split.Pages in new document
is equal to 20 AND Split.Pages in current
document is between to 0 AND 200, when you submit a 100 page document,
the process will split it into 5 20 page documents. Each page is analyzed
to determine if it is the 20th page since a burst or the beginning of
the document. When the 20th page is reached, a new burst document is created
containing those 20 pages (that page combined with the previous 19 pages).
The page count process repeats until the end of the document.
Click the Operation link and select the appropriate operation.
Click the Value link and select the appropriate value. This condition statement is completed.
To include additional condition statements or create groups of conditions:
Select a condition radio button (inside the box) to enable the Add Condition and Remove Condition buttons for adding and removing condition statements.
Select a group radio button (outside the box) to enable the Add Group and Remove Group buttons for adding and removing groups. This will also enable the Add Condition button for adding a condition to the selected group.
Under Follow-on action, specify the action you would like the input document (original document) to take after this rule has been processed. You can choose to delete, retain, or process the next rule for the original document. The newly created documents (output documents) continue with the next rule action.
From the Set Document Properties tab, configure the document properties for the newly created burst documents. 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 the business rule.
Use this action to burst printer ready documents. Regions (rectangles) are used to determine burst conditions. Or splitting is based on the desired output size of documents or the desired number of output documents.
In the Perform the following actions box, click the <Action> link and select Burst | Page Mode. The Extract Text tab - page mode displays.
In the Server list, click the licensed transform server that you would like to use.
In the Transform package list, you can select an existing transform package for bursting or create one. Complete the following steps to create a bursting transform package.
Click New. The General tab displays.
Enter the transform package Name.
Select a transform package Type of BarrEOM or DocBridge. DocBridge requires the purchase of a standalone version of the transform software and a separate license. DocBridge has more data types available.
If you select DocBridge, verify the EXE path is set to the correct folder. The default EXE path is @EOMTransformDir. To change the path, type in the box or click the ellipsis (...) button.
Set the Logging State. The logging state determines if transform logs and temp files will be saved in the document folder. By default, the Logging State is set to Yes. All log files should be inspected during installation and pre-production testing to insure that fonts are correctly mapped. In a production system, the logging can be disabled to save disk space. If the transform operation returns an error (return code not zero), the log and temp files will not be deleted, and are available for troubleshooting.
On the Filter Profiles tab, specify how the transform software will handle the formatting for each data type.
To configure a profile, click the ellipsis button in the Modify/New column for the appropriate formats. From the Configure Filter Profile dialog box, configure the profile as needed. The profile contains a communications and printer definition section. See the Configuring a CpMillProfile resource topic for instructions on configuring a filter profile.
To select a profile, click in the Configuration column for the appropriate formats and select the profile from the list.
On the Resources tab, specify where the transform software will find the resources needed for the transformation. For example, PDF fonts are usually found at the location of an Adobe installation.
On the Fonts tab, you can control the font mapping of input fonts to output fonts. The defaults are typically correct, but may need to be adjusted for special cases. You can add or modify fonts directly in the grid.
Click OK to create the transform package.
Use the Override input filter profile assigned to document checkbox option to determine if you want to override the input filter profile assigned to the document or if you want to use the filter profile configured in the transform package. Select the checkbox to use the filter profile in the transform package.
In the Additional Parameters box, specify additional parameters needed for the transform software.
Under Extraction variables, create one or more variables that will be used for bursting or extraction. You can add, modify, and remove variables using the buttons above the grid. To add a new variable, complete the following steps.
Click New. The Text Extraction Variable Definition dialog box displays.
Enter the Name, Description, and Type of extraction variable. There are two types of extraction variables, those used for bursting and those used to extract data.
If you want to remove spaces that exist at the start and end of the extracted text, select Trim spaces.
Under Location on page, specify the region (rectangle) from which text will be extracted. This is done by entering the upper left corners X and Y coordinates, width, and height.
Tip:
The region values can be found by viewing a document with the Barr EOM
viewer. In the viewer, select View | Text
Selection Mode in the menu bar. Then, drag the cursor to select
the desired region. The coordinates will appear in the status bar.
If this is an Extract type variable, under Page selection specify the page of the newly created burst document from which you want to extract the text. You can enter a Page number or select First page with non-blank value in selected location.
Click OK. Once a variable of a particular type has been created, it cannot be changed to the other type.
From the Burst Conditions tab, specify what how to create the new documents. You can create documents using one of the following methods:
Extracted variables - Allows for selecting the extraction variables created from the Text Extraction Variable Definition dialog box as conditions in the When box. You can choose the extraction variable and condition that will cause new documents to be created.
Number of pages - Allows for splitting documents based on the number of pages. When you select this option, the Split.Pages in new document and Split.Pages in current document variables are available in the When box.
Number of output documents - Splits a document into a specified number of equally sized output documents. For example, if you submit a document with 99 pages, and you set the number of output documents to 3, you would get 3 output documents of 33 pages each.
The When box is used to create and manage the burst conditions. Multiple conditions can be created and organized into groups. A blue box is used to indicate a condition group. To create a burst condition, perform the following steps. If you chose to split based on the number of output documents, the When box is not available.
In the When box, click the <Target> link and select the appropriate variable. The variables that display vary depending what the split is based on.
If Extracted variables is selected, the extraction variables added from the Text Extraction Variable Definition dialog box will be listed in the menu.
If Number of pages is selected, you can choose the following variables:
Split.Pages in current document - Specifies the total number of pages in the current document.
Split.Pages in new document - Specifies the number of pages to be contained in each new burst document. The number of pages is determined from the beginning of the document or from the previous burst. If the total number of pages of the current document is not equally divisible by this value, the final burst document will contain fewer pages.
For example, if you create a condition
where Split.Pages in new document
is equal to 20 AND Split.Pages in current
document is between to 0 AND 200, when you submit a 100 page document,
the process will split it into 5 20 page documents. Each page is analyzed
to determine if it is the 20th page since a burst or the beginning of
the document. When the 20th page is reached, a new burst document is created
containing those 20 pages (that page combined with the previous 19 pages).
The page count process repeats until the end of the document.
Click the Operation link and select the appropriate operation.
Click the Value link and select the appropriate value. This condition statement is completed.
To include additional condition statements or create groups of conditions:
Select a condition radio button (inside the box) to enable the Add Condition and Remove Condition buttons for adding and removing condition statements.
Select a group radio button (outside the box) to enable the Add Group and Remove Group buttons for adding and removing groups. This will also enable the Add Condition button for adding a condition to the selected group.
Under Output format, you can specify if you want to transform the document in this rule action. You can leave the output format the same as the input format or change it to a format in the list.
Under Follow-on action, specify the action you would like the input document (original document) to take after this rule has been processed. You can choose to delete, retain, or process the next rule for the original document. The newly created documents (output documents) continue with the next rule action.
From the Set Document Properties tab, configure the document properties for the newly created burst documents. 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 the business rule.
Use this action to extract text from line data documents (text documents with or without carriage control) using rows and columns.
In the Perform the following actions box, click the <Action> link and select Extract | Line Mode. The Extract Text tab - line mode displays.
In the Server list, click the licensed rules agent server that you would like to use.
Under Detect, determine if you want to detect the text to extract by Lines or Records.
Select Lines if the lines end with carriage controls and you know the number of lines per page. You will need to enter this value.
Select Records if your document does not have carriage controls at the ends of the lines or if you do not know how the lines will appear on the page.
In the Format list, click the data format.
In the Code page list, click the associated code page.
If desired, select Banner mode. This will search the document for a banner, and the banner text will become the start of the new document.
In the Search for box, specify the text that defines the banner.
In the Page box, specify the page at which to start searching for the banner text.
In the Column box, specify the column at which to start searching for the banner text.
In the Lines boxes, enter the line numbers between which you would like to search for the banner text.
Under Extraction variables, create one or more variables that will be used for extraction. You can add, modify, and remove variables using the buttons above the grid. To add a new variable, complete the following steps.
Click New. The Text Extraction Variable Definition dialog box displays.
Enter the Name and Description of extraction variable.
If you want to remove spaces that exist at the start and end of the extracted text, select Trim spaces.
Under Location on page, specify the Line/Record number from which the text will be extracted. If this is record mode, it will be the record number of the entire document.
In the Column box, specify the start column for the extraction.
In the Extract box, enter the number of characters to extract.
Under Page selection specify the page of the newly created burst document from which you want to extract the text. You can enter a Page number or select First page with non-blank value in selected location.
Click OK.
From the Set Document Properties tab, configure the document properties for the newly created documents. 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 the business rule.
Use this action to extract text from documents using regions (rectangles).
In the Perform the following actions box, click the <Action> link and select Extract | Page Mode. The Extract Text tab - page mode displays.
In the Server list, click the licensed transform server that you would like to use.
In the Transform package list, you can select an existing transform package or create one. Complete the following steps to create a bursting transform package.
Click New. The General tab displays.
Enter the transform package Name.
Select a transform package Type of BarrEOM or DocBridge. DocBridge requires the purchase of a standalone version of the transform software and a separate license. DocBridge has more data types available.
If you select DocBridge, verify the EXE path is set to the correct folder. The default EXE path is @EOMTransformDir. To change the path, type in the box or click the ellipsis (...) button.
Set the Logging State. The logging state determines if transform logs and temp files will be saved in the document folder. By default, the Logging State is set to Yes. All log files should be inspected during installation and pre-production testing to insure that fonts are correctly mapped. In a production system, the logging can be disabled to save disk space. If the transform operation returns an error (return code not zero), the log and temp files will not be deleted, and are available for troubleshooting.
On the Filter Profiles tab, specify how the transform software will handle the formatting for each data type.
To configure a profile, click the ellipsis button in the Modify/New column for the appropriate formats. From the Configure Filter Profile dialog box, configure the profile as needed. The profile contains a communications and printer definition section. See the Configuring a CpMillProfile resource topic for instructions on configuring a filter profile.
To select a profile, click in the Configuration column for the appropriate formats and select the profile from the list.
On the Resources tab, specify where the transform software will find the resources needed for the transformation. For example, PDF fonts are usually found at the location of an Adobe installation.
On the Fonts tab, you can control the font mapping of input fonts to output fonts. The defaults are typically correct, but may need to be adjusted for special cases. You can add or modify fonts directly in the grid.
Click OK to create the transform package.
Use the Override input filter profile assigned to document checkbox option to determine if you want to override the input filter profile assigned to the document or if you want to use the filter profile configured in the transform package. Select the checkbox to use the filter profile in the transform package.
In the Additional Parameters box, specify additional parameters needed for the transform software.
Under Extraction variables, create one or more variables that will be used for extraction. You can add, modify, and remove variables using the buttons above the grid. To add a new variable, complete the following steps.
Click New. The Text Extraction Variable Definition dialog box displays.
Enter the Name and Description, and Type of extraction variable.
If you want to remove spaces that exist at the start and end of the extracted text, select Trim spaces.
Under Location on page, specify the region (rectangle) from which text will be extracted. This is done by entering the upper left corners X and Y coordinates, width, and height.
Tip:
The region values can be found by viewing a document with the Barr EOM
viewer. In the viewer, select View | Text
Selection Mode in the menu bar. Then, drag the cursor to select
the desired region. The coordinates will appear in the status bar.
Under Page selection specify the page of the newly created document from which you want to extract the text. You can enter a Page number or select First page with non-blank value in selected location.
Click OK.
From the Set Document Properties tab, configure the document properties for the newly created documents. 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 the business rule.
ADM (Advanced Document Modification) is a process where each page of the document is read, portions of the document can be changed, or values extracted, and then the page is written. Documents can be reordered, split, transformed to a different data type, bar codes added, OMR marks added, and logos changed using ADM. ADM can be executed in a business rule action or in the output process.
In the Perform the following actions box, click the <Action> link and select Modify Document Contents | Advanced Document Modification. The Configuration tab displays.
In the Server list, click the licensed transform server that you would like to use.
In the Transform package list, you can select an existing transform package or create one for ADM. Complete the following steps to create an ADM transform package.
Click New. The General tab displays.
Enter the transform package Name.
Select a transform package Type of BarrEOM or DocBridgeAdvanced. DocBridgeAdvanced requires the purchase of a standalone version of the transform software and a separate license. DocBridgeAdvanced has more data types available.
If you select DocBridgeAdvanced, verify the EXE path is set to the correct folder. The default EXE path is @EOMTransformDir. To change the path, type in the box or click the ellipsis (...) button.
Set the Logging State. The logging state determines if transform logs and temp files will be saved in the document folder. By default, the Logging State is set to Yes. All log files should be inspected during installation and pre-production testing to insure that fonts are correctly mapped. In a production system, the logging can be disabled to save disk space. If the transform operation returns an error (return code not zero), the log and temp files will not be deleted, and are available for troubleshooting.
On the Filter Profiles tab, specify how the transform software will handle the formatting for each data type.
To configure a profile, click the ellipsis button in the Modify/New column for the appropriate formats. From the Configure Filter Profile dialog box, configure the profile as needed. The profile contains a communications and printer definition section. See the Configuring a CpMillProfile resource topic for instructions on configuring a filter profile.
To select a profile, click in the Configuration column for the appropriate formats and select the profile from the list.
On the Resources tab, specify where the transform software will find the resources needed for the transformation. For example, PDF fonts are usually found at the location of an Adobe installation.
On the Fonts tab, you can control the font mapping of input fonts to output fonts. The defaults are typically correct, but may need to be adjusted for special cases. You can add or modify fonts directly in the grid.
Click OK to create the transform package.
In the Additional Parameters box, specify additional parameters needed for the transform software.
Use the Override input filter profile assigned to document checkbox option to determine if you want to override the input filter profile assigned to the document or if you want to use the filter profile configured in the transform package. Select the checkbox to use the filter profile in the transform package.
In the Unit library list, you can select an existing unit library or create one. Unit libraries are JavaScript modules that CpMill calls at certain known times while processing a document (for example, begin document, page start, page end, etc.). The modules can modify the contents of the document, extract information from the document, write the document, or parts of it, to a new location, or perform many other operations. For more information on configuring unit libraries, contact Barr Systems LLC Professional Services. See the Configuring a cpMillUnitLibrary resource topic for instructions on creating a unit library from the Configure Unit Library dialog box.
Next to Unit library will create select one of the following options:
the same document - Select if your unit library is modifying the input document and writing it to the same location. See the default comments in unit library for how to tell EOM the names of the new documents that are created.
different document(s) - Select if your unit library is modifying the current document and outputting it into a new document, or if your unit library is bursting the document into many different documents. See default comments in unit library for how to tell EOM the names of the new documents that are created
multiple documents combined into one - Currently not available.
Under Follow-on action, specify the action you would like the input document (original document) to take after this rule has been processed. You can choose to delete, retain, or process the next rule for the original document. The newly created documents (output documents) continue with the next rule action.
From the Document properties tab, configure the document properties for the newly created documents. 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.
Use this action to use a .csv file to dynamically pick destinations based on a document property.
In the Perform the following actions box, click the <Action> link and select Route to Destinations | Advanced. The Route to destination (Advanced) dialog box displays.
Select how you want to locate the .csv file. You can use one of the following options:
Path - Enter the path and file name of the .csv file, or click the Browse (...) button to navigate to the file.
Resource - Select the appropriate resource from the list, or click the Browse button to choose the resource from the Manage CsvDocProp Resources dialog box.
In the Lookup data box, right-click and select the document property that will control the routing. The value contained in this document property will determine the row used in your .csv file.
For example, the following table shows
an example .csv file using the Class property. To route by Class using
this example, select Class in
the Lookup data box, enter MyClass in the Key
column name box, and MyPrinter
in the Destination column name box.
When the document is routed the value of the Class property will determine
which destination is used. For example, if the Class value is A, the document
will be routed to printer 1.
|
MyClass |
MyPrinter |
|
A |
printer1 |
|
B |
printer2 |
|
C |
printer3 |
In the Key column name box, enter the column name in your .csv file that corresponds to the selected document property.
In the Destination column name box, enter the column name in your .csv file that contains the destination name where you want the documents routed.
In the list below the tree, choose if you want to replace the destination already assigned to the document or use multiple destination routing and add to the destination already assigned to the document.
Click OK. A new routing action is shown in the actions box. The action lists all of the selected destinations.
Use this action to specify the destinations where documents should be sent.
In the Perform the following actions box, click the <Action> link and select Route to Destinations | Basic. The Select Destination dialog box displays.
Select the appropriate destinations in the tree. You can select multiple destinations by pressing the CTRL or SHIFT keys and selecting destinations. Selecting a destination group will select all destinations in that group.
In the list below the tree, choose if you want to replace the destination already assigned to the document or use multiple destination routing and add to the destination already assigned to the document.
Click OK. A new routing action is shown in the actions box. The action lists all of the selected destinations.
Use this action to configure document properties.
In the Perform the following actions box, click the <Action> link and select Set Document Properties | Basic. The Document Properties dialog box displays.
In the grid, configure the document properties. 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 the business rule.
Use this action to transform the format of a printer ready document to a new format, and/or to another data type.
In the Perform the following actions box, click the <Action> link and select Transform Document | Page Mode. The Configure Transform dialog box displays.
In the Server list, click the licensed transform server that you would like to use.
In the Transform package list, you can select an existing transform package or create one. Complete the following steps to create a transform package.
Click New. The General tab displays.
Enter the transform package Name.
Select a transform package Type of BarrEOM or DocBridge. DocBridge requires the purchase of a standalone version of the transform software and a separate license. DocBridge has more data types available.
If you select DocBridge, verify the EXE path is set to the correct folder. The default EXE path is @EOMTransformDir. To change the path, type in the box or click the ellipsis (...) button.
Set the Logging State. The logging state determines if transform logs and temp files will be saved in the document folder. By default, the Logging State is set to Yes. All log files should be inspected during installation and pre-production testing to insure that fonts are correctly mapped. In a production system, the logging can be disabled to save disk space. If the transform operation returns an error (return code not zero), the log and temp files will not be deleted, and are available for troubleshooting.
On the Filter Profiles tab, specify how the transform software will handle the formatting for each data type.
To configure a profile, click the ellipsis button in the Modify/New column for the appropriate formats. From the Configure Filter Profile dialog box, configure the profile as needed. The profile contains a communications and printer definition section. See the Configuring a CpMillProfile resource topic for instructions on configuring a filter profile.
To select a profile, click in the Configuration column for the appropriate formats and select the profile from the list.
On the Resources tab, specify where the transform software will find the resources needed for the transformation. For example, PDF fonts are usually found at the location of an Adobe installation.
On the Fonts tab, you can control the font mapping of input fonts to output fonts. The defaults are typically correct, but may need to be adjusted for special cases. You can add or modify fonts directly in the grid.
Click OK to create the transform package.
Use the Override input filter profile assigned to document checkbox option to determine if you want to override the input filter profile assigned to the document or if you want to use the filter profile configured in the transform package. Select the checkbox to use the filter profile in the transform package.
In the Output format list, click the format of the output file.
Configure the conversion of each input format in the Input formats grid and then click OK.
For all unlicensed input formats and any input formats you don't want to use, click in the Configuration column and select Do Not Transform.
For licensed input formats, you can select Use Default Options or select a predefined configuration in the Configuration column. To configure a custom input format, click the ellipsis button in the Modify/New column. If Use Default Options or Do Not Transform is selected in the Configuration column, a new configuration will be created. If a predefined configuration is selected, that configuration will be modified. The custom transform options are configured on the Input options tab, Output options tab, and Page Layout tab. If BMP or PDF is selected as the output format, the Bitmap output tab or PDF output tab will also display.
Select the Follow on actions for the input document (original document). You can choose to delete, retain, or process the next rule for the original document. The newly created documents (output documents) continue with the next rule action.
Click OK.
This advanced option is used to perform custom conversions using DCO chains. This provides flexibility to specify code pages, carriage controls, record formats, etc. for the incoming document and the output desired.
If needed, you can use the Data
Conversion Utility to create custom DCOs for converting data formats.
This will not be necessary for most users. If you think this conversion
is necessary, please contact
Barr Systems Technical Support to ensure the data is converted properly.
In the Perform the following actions box, click the <Action> link and select Transform Document | Record Mode (Advanced). The Transform Record Mode (Advanced) dialog box displays.
In the Server list, click the licensed rules agent server that you would like to use.
Under Parameters, configure the following options as needed:
In the Data type after conversion list, select the data type of the output documents.
In the Code Page In box, specify the code page that represents the current status of the input document. The default format is 037 (EBCDIC).
In the Code Page Out box, specify the code page that represents how the file is being transformed. The default format is 437 (ASCII).
In the FCB list, select the FCB resource that will control the vertical format of printed output. You can select a defined FCB in the list or click the ellipsis (...) button to create, modify, or import FCB resources. The default FCB is STD, a predefined FCB with 66 lines and channel stop 1 on line 1. See the Configuring an FCB resource topic for instructions on creating an FCB resource from the FCB Resource dialog box.
In the FCB Description field, click to view/update the description of the selected FCB.
In the In Type box, specify the input data type.
In the Out Type box, specify the output data type.
Use the FCB Override list to enable or disable overriding FCBs. Selecting Yes causes FCBs in the beginning of the data to be ignored, functioning as if there were no FCBs in the data.
Use the Send FCB list to enable or disable sending FCBs to the printer.
Use the Pad Record list to enable or disable pad record. Selecting Yes pads blank records with a space.
Use the Pad Skip list to enable or disable pad skip to channel 1. Selecting Yes pads blank records with a space.
Use the Truncate Trailing Blanks list to enable or disable the truncating of trailing blanks.
Select the Follow on actions for the input document (original document). You can choose to delete, retain, or process the next rule for the original document. The newly created documents (output documents) continue with the next rule action.
Click OK.
Use this action to perform the most common transforms for data coming from a Barr Enterprise Print Server device. This converts .tnj to ASCII text, .anj to AFP, and .bnj to .bin.
In the Perform the following actions box, click the <Action> link and select Transform Document | Record Mode (Basic). The Transform Record Mode (Basic) dialog box displays.
In the Server list, click the licensed rules agent server that you would like to use.
Select the Follow on actions for the input document (original document). You can choose to delete, retain, or process the next rule for the original document. The newly created documents (output documents) continue with the next rule action.
Click OK.
Use this action to process documents and populate document properties.
In the Perform the following actions box, click the <Action> link and select Analyze Document. The Analyze Document dialog box displays.
In the drop-down list, select the server where the document should be analyzed.
Use the check box options to determine the document properties that should be populated. Select the properties you want populated.
Count pages - Reads the entire document and sets the total number of pages for the document.
Detect data type - Reads the first portion of the document and attempts to determine the documents data type. This works well for postscript, PDF, and PCL files.
Detect trays - Looks for input and output tray settings.
Detect color - Reads the entire document looking for pages that contain color information.
Detect duplex - Looks for duplex commands in the document.
Click OK.
Use this action to assign documents to specific document folders.
In the Perform the following actions box, click the <Action> link and select Assign to Document Folder. The Select Document Folder dialog box displays.
Select the appropriate folder in the tree.
Click OK.
Use this action to convert FBA to VBA and FBM to VBM. It can be used when dealing with mainframe tape formats.
In the Perform the following actions box, click the <Action> link and select Convert Fixed Block To Variable Block.
Specify the fixed block record length in bytes.
Click OK.
Use this action to delete documents.
In the Perform the following actions box, click the <Action> link and select Delete Document. No additional configuration is required.
Use this action to move documents to another location (file store).
In the Perform the following actions box, click the <Action> link and select Move Document To File Store. The Move Document To File Store dialog box displays.
In the File Store list, select the new file store location. The list displays all file stores defined in the Set General Preferences Utility.
Click OK.
Use this action to create a power rule for building multiple rules inside of one rule.
In the Perform the following actions box, click the <Action> link and select Power Rule. The Power Rule dialog box displays. Each rule contained in the power rule is represented as one row spanning the Conditions and Actions grids.
To manage the condition statements, click Select conditions and use the following procedures from the Select Conditions dialog. When you are finished working with conditions, click OK.
To add conditions to the rule, select the appropriate conditions in the Available conditions list and click Add. The conditions are moved to the Selected conditions list. When you click OK, the new conditions will be displayed as columns in the Conditions grid.
To remove conditions from the rule, select the appropriate conditions in the Selected conditions list and click Remove. The conditions are moved to the Available conditions list. When you click OK, these conditions will be removed from the Conditions grid.
Conditions are processed in the Selected conditions list order, from top to bottom. To change the condition processing order, select a condition and click Move up or Move down. When you click OK, the new order will display in the Conditions grid.
Configure the condition statements by clicking directly Conditions grid. For each rule, you must specify the Operator and Value. If you have more than one condition, you will also need to select the Conjunction, either AND or OR.
To manage the action statements, click Select actions and use the following procedures from the Select Actions dialog. When you are finished working with actions, click OK.
To add actions to the rule, select the appropriate actions in the Available actions list and click Add. The actions are moved to the Selected actions list. When you click OK, the new actions will be displayed as columns in the Actions grid.
To remove actions from the rule, select the appropriate actions in the Selected actions list and click Remove. The actions are moved to the Available actions list. When you click OK, these actions will be removed from the Actions grid.
Actions are processed in the Selected actions list order, from top to bottom. To change the action processing order, select an action and click Move up or Move down. When you click OK, the new order will display in the Actions grid.
Click directly in the Actions grid to configure the action statements for each rule.
Route to Destination – Click the Browse (...) button to display the Destinations dialog box. Select the appropriate destinations in the tree. You can select multiple destinations by pressing the CTRL or SHIFT keys and selecting the destinations. Selecting a destination group will select all destinations in that group. When finished, click OK.
Set Document Folder – Click the Browse button to display the Document Folders dialog box. Select the appropriate folders in the tree. You can select multiple folders by pressing the CTRL or SHIFT keys and selecting folders. When finished, click OK.
Set Document Library – Select an existing profile from the list or click the Browse button to create or manage profiles from the Manage Document Library Profiles dialog box.
Set Document Owner – From the User and Group Selection dialog box, select the appropriate user or group in the grid. If the desired user or group is not listed, click More Users to search for additional users. Click OK.
Set Document State – In the list, select one of the following document states: Any, Ready, Hold or Error.
Set Failover Profile – Select an existing profile from the list or click the Browse button to create or manage profiles from the Manage Failover Profiles dialog box.
Set Notification Profile – Select an existing profile from the list or click the Browse button to create or manage profiles from the Manage Notification Profiles dialog box.
Set Output Process – Select an existing profile from the list or click the Browse button to create or manage profiles from the Manage Output Process Profiles dialog box.
Set Schedule – Click the Browse button to display the Schedule dialog box. Specify the appropriate Day and Time options. You can choose to print the documents today, on a specific day, or in the future. Click OK.
Use the following procedures to control the individual rules contained in the power rule. Each rule is represented as one row spanning the Conditions and Actions grids.
To create a rule, click Add. A row will be added to the bottom of both grids.
To delete a rule, select a rule and click Remove. The selected row will be deleted from both grids.
To create a copy of a rule, select a rule and click Copy.
To reorder the rules, select a rule and click Move up or Move down.
Click OK.
Use this action to perform a command line operation.
In the Perform the following actions box, click the <Action> link and select Run Command. The Run Command dialog box displays.
Enter the command line. To insert document properties in the command line, 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.
Choose the sever you want to run the command.
Click OK.
Use this action to schedule documents to print at a specific date and time.
In the Perform the following actions box, click the <Action> link and select Schedule Output. The Schedule dialog box displays.
Set the appropriate Day option. You can choose to print the documents today, on a specific day, or in the future.
Set the appropriate Time option. You can choose to print as soon as possible, at a specific time, or in the future.
Click OK.
Use this action to send email messages when specific events occur in the document life cycle.
In the Perform the following actions box, click the <Action> link and select Send Email. The Send Email dialog box displays.
In the Profile list, click the appropriate email profile. You can also click the Browse button to display the Manage Outbound Email Profiles dialog box. This dialog box lists all of the defined email profiles. From this dialog box you can create, import, and export profiles, as well as manage all existing profiles. To create a new email profile, click New and configure the email profile from the Outbound Email Profile dialog box. When you are finished, click OK, and then click Close.
From the Send Email dialog box, select the Priority level of the email message. You can select an importance level of normal, low, or high.
Enter the email addresses you want to be sent notifications in the To, CC, and Bcc boxes. You can enter multiple email addresses separated by a semicolon or comma.
In the Reply to box, enter an email address where replies will be routed. You can enter multiple email addresses separated by a semicolon or comma.
Enter the email Subject text.
Under Digest, determine if you want to send the notification messages for multiple events concatenated into one email. To enable the digest feature, in the Send Digest list, choose from the following options:
Every interval Sends the digest according to the time interval specified. You will receive a message every interval, even if no alerts were received during the interval.
At time interval Sends the digest according to the time interval specified. The time interval will start when the first notification messages is received. You will be notified when at least one notification has been received.
Every hour Sends the digest every hour. You will receive a message every interval, even if no alerts were received during the interval.
Every half hour Sends the digest every half hour. You will receive a message every interval, even if no alerts were received during the interval.
If necessary, specify the Interval in minutes. In the Max Alerts box, you can specify the maximum number of alerts to be included in the digest.
Enter the body text. To insert document properties in the body text, right-click in the text box, select Insert Document Property, and choose the appropriate properties. The values of the properties will display in the email message.
Click Validate to validate the body text.
Click OK.
Use this action to configure the document owner.
In the Perform the following actions box, click the <Action> link and select Set Document Owner. The User and Group Selection dialog box displays.
Select the appropriate user or group in the grid. If the desired user or group is not listed, click More Users to search for additional users.
Click OK.
Use this action to set the state of documents to hold or ready.
In the Perform the following actions box, click the <Action> link and select Set Document State. The Set Document State dialog box displays.
From the list, click the appropriate document state, Hold or Ready.
Click OK.
Use this action to determine how long documents will be retained.
In the Perform the following actions box, click the <Action> link and select Set 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.