Process Designer
Under construction
Administrators can configure output processes using the Process Designer. Output processes contain a predefined set of actions which 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.
Output processes can be associated with a destination or a document. If associated with a destination, any document being sent to the respective destination goes through the process. If associated with the document, the process is executed no matter which destination the document goes to. The documents process takes precedence over the destinations, unless the check box Override output process assigned to document is selected on the Destinations More settings tab. Output processes can be associated with documents through source configuration on the Output settings tab, business rules, or by assigning an output process profile from the Document right-click menu.
To open and close the utility, use one of the following methods.
You can display the Process Designer using one of the following methods:
Select Tools | Process Designer from the EOM Console menu bar.
Create a business rule action to set output processes.
Click New or Edit on the Manage Output Process Profiles dialog box.
On the menu bar, select File | Exit.
Click the Close button on the title bar.
Complete the following steps to create an output process.
Open the Process Designer.
In the Actions pane, select an action to use in your output process. The following table lists the action types.
|
Actions |
Descriptions |
|
Append |
Places data at the end of the document. The item being appended can be a set of bytes, a string, a text resource, a binary resource, or a banner resource. |
|
Code Page |
Changes the encoding of a document from one code page to another. |
|
DCO |
Allows for record format changes. |
|
|
Sends an email after the document has been transferred to its destination. |
|
Hex Table |
Allows single or multiple byte substitutions. |
|
Package Management |
|
|
PDL |
Inserts document properties into PJL commands. |
|
Prepend |
Inserts data at the beginning of the document. The item being inserted can be a set of bytes, a string, a text resource, a binary resource, or a banner resource. |
|
Script |
Configures a script to run after the document has been transferred to its destination. |
|
Search/Replace |
Enables bytes and/or strings to be searched and then replaced. The item being replaced can be a set of bytes, a string, a text resource, a binary resource, or a banner resource. |
|
Transform |
Performs document transforms. The EPS and EPS Advanced actions are used for converting LCDS documents for use with an Xerox EPS controller. The Advanced Document Modification action allows repurposing of documents. |
Using drag-and-drop functionality, place the desired action in the Process Editor on top of the line linking two actions. Because the placement and order of actions is important, the Process Editor enforces where actions can be dropped using drop zones. When an action is placed on top of a line linking two actions, it can only be dropped if the line turns green. If the line remains black, the action is not accepted in that location. Actions can be reordered within the drop zone using drag-and-drop as needed.
The following table lists the processing order dependency for actions. Actions are processed in zone order, and the Process Editor will only allow new actions to be dropped into the proper zones.
|
Zone |
Actions Allowed |
|
1 Before document is processed |
Prepend |
|
2a Document conversions |
Transforms and DCOs in any order |
|
2b Document conversions |
Search/Replace, Hex Table, and Code Page |
|
2c - PDL |
PDL (PJL) |
|
3 After document is processed |
Append |
|
4 |
Not currently used |
|
5 Post processing |
Email and Script |
You can remove actions from an output
process by selecting the action in the Process Editor and pressing Delete. When an action is selected,
a green box will display around the action.
In the Action Configuration pane, configure the action selected in the Process Editor.
Under Action Parameters, configure the parameters of the selected action. The options that display vary as they are specific to the selected action. For steps describing each action type, see Configuring actions.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations. This option is available for all predefined actions except PDL.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes. This option is available for all predefined actions except PDL. This option is not available for custom actions, as they cannot be modified. Once you save a custom action, you cannot make any additional configuration changes. To make additional changes, you will need to create another custom action.
Repeat these steps to add as many actions to the output process as necessary.
When complete, in the menu bar, click File | Save.
Enter a Process Name and Description. Click Save.
The steps necessary to configure actions vary depending on the action type. Perform the steps in the appropriate section to configure output process actions.
Use the append banner action to append a specified banner to the end of a document. Use the prepend banner action to add a banner before the document.
Select the Append banner or Prepend banner action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Banner list, select an existing banner resource or click the ellipsis (...) button to create or manage banner resources. See the Configuring a banner resource topic for instructions on creating a banner resource from the Banner Resource dialog box.
In the Code page in list, select the input code page.
In the Code page out list, select the output code page.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the append binary action to append a binary resource to the end of a document. Use the prepend binary action to add a binary resource before the document.
Select the Append binary or Prepend binary action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Binary list, select an existing binary resource or click the ellipsis (...) button to create or manage binary resources. See the Configuring a binary resource topic for instructions on creating a binary resource from the Binary Resource dialog box.
In the Code page in list, select the input code page.
In the Code page out list, select the output code page.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the append bytes action to append bytes to the end of a document. Use the prepend bytes action to add bytes before the document.
Select the Append bytes or Prepend bytes action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Bytes ellipsis (...) button.
In the Hex Entry dialog box, enter the...
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the append string action to append a string to the end of a document. Use the prepend string action to add a string before the document.
Select the Append string or Prepend string action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Append string box, enter the string you want to append or prepend to the document.
In the Code page out list, select the output code page.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the append text action to append a text resource to the end of a document. Use the prepend text action to add a text resource before the document.
Select the Append text or Prepend text action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Text list, select an existing text resource or click the ellipsis (...) button to create or manage text resources. See the Configuring a text resource topic for instructions on creating a text resource from the Text Resource dialog box.
In the Code page in list, select the input code page.
In the Code page out list, select the output code page.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the code page translate action to change the encoding of a document from one code page to another.
Select the Code page translate action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Code page in list, select the code page that represents the current status of the input document.
In the Code page out list, select the code page that represents how the file is being transformed.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the SIP/SOP action to change the record format.
Select the SIP/SOP action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Data type after conversion box, enter data type of the output document.
In the Input type box, specify the input data type.
In the Output type box, specify the output data type.
In the Code page in list, select the code page that represents the current status of the input document.
In the Code page out list, select the code page that represents how the file is being transformed.
Next to FCB, select the FCB resource that will control the vertical format of printed output using one of the following methods:
Select a defined FCB in the list
Click the ellipsis (...) button to create or manage FCB resources. See the Configuring an FCB resource topic for instructions on creating an FCB resource from the FCB Resource dialog box.
Select a document property. Right-click in the text box, select Insert Document Property, and choose the appropriate properties. The document properties will display enclosed in brackets ([]).
In the FCB Override list, 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.
In the Send FCB list, enable or disable sending FCBs to the printer.
In the Pad Record list, enable or disable pad record. Selecting Yes pads blank records with a space.
In the Pad Skip list to channel one list, enable or disable pad skip to channel 1. Selecting Yes pads blank records with a space. Selecting Conditional...
In the Truncate Trailing Blanks list, enable or disable the truncating of trailing blanks.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the email action to sends an email after the document has been transferred to its destination.
Select the Email action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Email ellipsis (...) button. Configure the email options from the Send Email dialog box.
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.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the Hex Table action to allow single or multiple byte substitutions.
Select the HexTable action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the HexTable ellipsis (...) button.
From the Hex Table dialog box, click in the grid and enter the necessary byte substitutions. Click OK.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the Package Management - Merge Package action to...
Select the Merge Package action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Command ellipsis (...) button.
From the Merge Package dialog box... Click OK.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the PDL actions to insert preferences into PJL commands.
Use the PDL - Apply print preferences action to insert print preferences into PJL commands.
Select the Apply print preferences action in the Process Editor. The configuration options display in the Action Configuration pane.
Next to Use Existing Ticket, select Yes or No to specify if you want to use the existing job ticket.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the PDL actions to insert document properties into PJL commands.
Select the Pjl collated copies, Pjl copies, Pjl duplex on/off, Pjl orientation, or Pjl resolution action in the Process Editor. The configuration options display in the Action Configuration pane. The options under Action Parameters vary depending on the action selected.
For Pjl collated copies, in the Qty box, specify the number of collated copies. You can select a value from the list or type directly in the box.
For Pjl copies, in the Copies box, specify the number of copies. You can select a value from the list or type directly in the box.
For Pjl duplex on/off, in the Duplex list, specify if single-sided or duplex printing will be performed. You can select to print one sided, two sided short edge, or two sided long edge.
For Pjl orientation, in the Portrait list, specify if the orientation will be portrait or landscape. Select True for portrait or False for landscape.
For Pjl resolution, in the Resolution box, specify the... You can select a value from the list or type directly in the box.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
Use the PDL - Set Document Properties action to insert document properties into PJL commands.
Select the Set Document Properties action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Document properties ellipsis (...) button. The Document Properties dialog box is displayed.
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.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the Run Command action to configure a script to run after the document has been transferred to its destination.
Select the Run command action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Command ellipsis (...) button.
From the Run Command dialog box, enter the command line text. To insert document properties in the command line, right-click in the text box and select Properties. Some example document properties are date/time, document name, data type, and so on. Click OK.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the search/replace action to allow bytes and/or strings to be searched and then replaced. The item being replaced can be a set of bytes, a string, a text resource, a binary resource, or a banner resource.
Use the S/R binary action to search for and replace binary resources.
Select the S/R binary action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Search binary list, select an existing binary resource you want to search for or click the ellipsis (...) button to create or manage binary resources. See the Configuring a binary resource topic for instructions on creating a binary resource from the Binary Resource dialog box.
In the Replace binary list, select an existing binary resource to use for replacement or click the ellipsis (...) button to create or manage binary resources. See the Configuring a binary resource topic for instructions on creating a binary resource from the Binary Resource dialog box.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the S/R bytes action to search for and replace bytes.
Select the S/R bytes action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Search ellipsis (...) button and specify the hex value to search for.
Click the Replace ellipsis (...) button and specify the hex value to use as the replacement.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the S/R bytes to banner action to search for bytes and replace with a banner.
Select the S/R bytes to banner action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Search ellipsis (...) button and specify the hex value to search for.
In the Replace Banner list, select an existing banner resource to use for replacement or click the ellipsis (...) button to create or manage banner resources. See the Configuring a banner resource topic for instructions on creating a banner resource from the Banner Resource dialog box.
In the Replace code page in list, select an input code page to replace the current input code page.
In the Replace code page out list, select an output code page to replace the current output code page.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the S/R bytes to file action to search for bytes and replace with a binary resource.
Select the S/R bytes to file action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Search ellipsis (...) button and specify the hex value to search for.
In the Replace binary list, select an existing binary resource to use for replacement or click the ellipsis (...) button to create or manage binary resources. See the Configuring a binary resource topic for instructions on creating a binary resource from the Binary Resource dialog box.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the S/R bytes to string action to search for bytes and replace with a string.
Select the S/R bytes to string action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Search ellipsis (...) button and specify the hex value to search for.
In the Replace String box, enter the replacement string.
In the Replace code page in list, select an input code page to replace the current input code page.
In the Replace code page out list, select an output code page to replace the current output code page.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the S/R bytes to text action to search for bytes and replace with a text resource.
Select the S/R bytes to text action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Search ellipsis (...) button and specify the hex value to search for.
In the Replace Text list, select an existing text resource to use for replacement or click the ellipsis (...) button to create or manage text resources. See the Configuring a text resource topic for instructions on creating a text resource from the Text Resource dialog box.
In the Replace code page in list, select an input code page to replace the current input code page.
In the Replace code page out list, select an output code page to replace the current output code page.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the S/R string to banner action to search for a string of data and replace with a banner.
Select the S/R string to banner action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Search string box, enter the string you want to search for.
In the Search code page out list, select the output code page to search for.
In the Replace Banner list, select an existing banner resource to use for replacement or click the ellipsis (...) button to create or manage banner resources. See the Configuring a banner resource topic for instructions on creating a banner resource from the Banner Resource dialog box.
In the Replace code page in list, select an input code page to replace the current input code page.
In the Replace code page out list, select an output code page to replace the current output code page.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the S/R string to binary action to search for a string of data and replace with a binary resource.
Select the S/R string to binary action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Search string box, enter the string you want to search for.
In the Search code page out list, select the output code page to search for.
In the Replace binary list, select an existing binary resource to use for replacement or click the ellipsis (...) button to create or manage binary resources. See the Configuring a binary resource topic for instructions on creating a binary resource from the Binary Resource dialog box.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the S/R string to text action to search for bytes and replace with a text resource.
Select the S/R string to text action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Search string box, enter the string you want to search for.
In the Search code page out list, select the output code page to search for.
In the Replace text list, select an existing text resource to use for replacement or click the ellipsis (...) button to create or manage text resources. See the Configuring a text resource topic for instructions on creating a text resource from the Text Resource dialog box.
In the Replace code page in list, select an input code page to replace the current input code page.
In the Replace code page out list, select an output code page to replace the current output code page.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the S/R strings action to search for and replace strings of data.
Select the S/R strings action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Search string box, enter the string you want to search for.
In the Replace string box, enter the string you want to use for replacement.
In the Search code page out list, select the output code page to search for.
In the Replace code page out list, select an output code page to use for replacement.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the transform actions to...
Use the Advanced Document Modification (ADM) action to run the ADM process. 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.
Select the Advanced Document Modification action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Advanced Document Modification button. 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.
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.
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. Complete the following steps to create a unit library.
Enter the unit library Name, Description, and any Comments.
In the Document Properties Needed list, select the document properties needed by the unit library. These properties will be written to a file called <filename>.properties when Barr EOM calls the document modification software. This file can be opened and read in by the unit library.
In the Filters Needed list, select the filters needed for the unit library. These filters will be written to a temporary location which will be sent to the document modification software.
Under Unit, specify the unit library. Enter the unit library code at the bottom of the text where the <--put code here--> line is shown.
Review the default comments of a new
unit library for descriptions of the parameters sent from EOM to the unit
library and information about how to tell EOM about the documents modified
or created by the unit library.
If necessary, click Reload Variables from Unit to populate the Output variables grid with any output variables defined in the unit library.
Click OK.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the EPS action to converting LCDS documents for use with an Xerox EPS controller.
Select the EPS action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Queue name box, enter the queue...
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the EPS Advanced action to convert LCDS documents for use with an Xerox EPS controller.
Select the EPS Advanced action in the Process Editor. The configuration options display in the Action Configuration pane.
In the Job name box, enter the
In the Host name box, enter the
In the User name box, enter the
In the Queue name box, enter the queue...
In the Code page in list, select the code page that represents the current status of the input document.
Next to FCB, select the FCB resource that will control the vertical format of printed output using one of the following methods:
Select a defined FCB in the list
Click the ellipsis (...) button to create or manage FCB resources. See the Configuring an FCB resource topic for instructions on creating an FCB resource from the FCB Resource dialog box.
Select a document property. Right-click in the text box, select Insert Document Properties, and choose the appropriate properties. The document properties will display enclosed in brackets ([]).
In the FCB Override list, 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.
In the Send FCB list, enable or disable sending FCBs to the printer.
In the Pad Record list, enable or disable pad record. Selecting Yes pads blank records with a space.
In the Pad Skip list to channel one list, enable or disable pad skip to channel 1. Selecting Yes pads blank records with a space. Selecting Conditional...
In the Truncate Trailing Blanks list, enable or disable the truncating of trailing blanks.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Use the Transform action to transform the format of a printer ready document to a new format, and/or to another data type.
Select the Transform action in the Process Editor. The configuration options display in the Action Configuration pane.
Click the Transform ellipsis (...) button. 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.
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.
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.
Click OK.
In the Work flow error list, determine what should happen if the process encounters a work flow error. You can choose to Stop the process and send an error to the destination or to Skip the action and continue processing with the next action.
In the Printer family list, use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions which only apply to some documents or destinations.
In the Document data types list, use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions which only apply to some documents or destinations.
If you want to save the action, click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This is useful if the action will be used in many processes.
Complete the following steps to open an output process.
Open the Process Designer.
In the menu bar, click File | Open. The Open Process dialog box displays.
Select the process you want to open and click OK.
Complete the following steps to create custom actions based on a predefined action. This is useful if the action will be used in many processes.
Open the Process Designer.
In the Actions pane, select an action to use in your output process.
Using drag-and-drop functionality, place the desired action in the Process Editor on top of the line linking two actions.
Configure the action in the Action Configuration pane.
Click the ellipsis (...) button next to Save name and enter the action name. The new action will be saved as a custom action in the Action pane tree. This option is available for all predefined actions except PDL. This option is not available for custom actions, as they cannot be modified. Once you save a custom action, you cannot make any additional configuration changes. To make additional changes, you will need to create another custom action.
Currently, you are only allowed full control over custom PDL actions. Custom PDL actions can be created from scratch and modified as necessary. PDL actions are complex actions that can change the commands that tell the printer how to print a document. This is currently implemented for PJL.
Complete the following steps to create a PDL action.
Open the Process Designer.
In the Action tree, right-click the PDL folder and select New Action. The PDL Action Configuration dialog box is displayed. To modify a custom PDL action, right-click the custom action and click Configure.
Enter the PDL action Name and Description.
Add parameters to the PDL action using the following steps. Examples of parameters include number of copies, location for staples, and so on.
Under Configure Parameters, click Add. The Add Parameter dialog box is displayed.
Enter the Parameter Name.
Select the Parameter Type from the list. You can choose from the following parameter types: boolean, document property, manual allowed values, range, or string.
A configuration dialog will display to configure the parameter, unless a string parameter was selected. The configuration options vary depending on the type selected. Configure the parameter as necessary and click OK. Once a parameter has been created it cannot be changed.
Add commands to the PDL action using the following steps. The commands represent the actual lines to be inserted such as "@PJL SET STAPLE = Parameter1". At runtime, the parameters are replaced with the correct values. One PDL action can have multiple commands for different printer families. For example, this allows setting up a single STAPLE action that works correctly with Canon, Xerox, Ricoh, and so on.
Under Configure Commands, click Add. The Command Configuration dialog box is displayed.
In the Printer Family list, select the printer families to which this command will be applied.
Select the Command Type in the list. You can choose from the following command types: PostScript, DSC, PCL, and PJL. Need more info.
In the Command Definition box, enter the command text. Need more info.
Under Command Attribute,... Need more info.
Click OK. You can review the command by clicking the ellipsis (...) buttons in the Configured Parameters, Command Attribute, or Command columns.
Click OK.
We recommend creating
subfolders in the PDL folder for your custom actions. This will allow
you to easily find the custom actions which you can modify.
Complete the following steps to rename an output process.
Open the Process Designer.
In the menu bar, click File | Rename Process. The Rename Process dialog box displays.
Select the process you want to rename.
In the Name box, enter the new name. You can also change the Description.
Click OK.
Complete the following steps to delete an output process.
Open the Process Designer.
In the menu bar, click File | Delete. The Delete Process dialog box displays.
Select the process you want to delete.
Click OK.
Complete the following steps to print an output process.
Before you print the output process, you can
select the File | Print Preview
on the menu bar to view how the process will print.
Open the Process Designer.
In the menu bar, click File | Print. The Print dialog box displays.
In the Name list, select the printer you want to print the document.
If necessary, under Print range, select the pages you would like to print.
Click OK.
You can search for output processes from the Process Designer.
Open the Process Designer.
In the search box below the Actions tree, type the text you want to find and press ENTER or click the Search image. Barr EOM will start at the top of the tree and search for the text. Each time the text is found the selected item will be highlighted in the tree.
If more than one search result is found, click the next and previous arrow buttons that appear in the search panel.
In the Actions pane, actions are organized in folders. The top-level folders in the tree are used to group related actions. These folders cannot be moved or renamed. Custom folders and actions can be created and moved within each top-level folder.
We recommend creating subfolders for your
custom actions within each top-level folder. This will allow you to easily
find the custom actions which you can modify.
From the Actions tree, right-click a folder and select New Folder. A new folder titled UnNamed is added to the selected folder.
In the edit field, type the name of the new folder and press ENTER. The new custom folder is created below the selected parent folder.
You can create additional custom folders and
organize them as necessary below the parent folder. Only custom actions
can be moved to a custom folder.
Custom folders and custom actions can only be moved within each top-level folder. Top-level folders and predefined actions cannot be moved.
From the Actions tree, select the custom folder or custom action you want to move.
Use drag and drop functionality to place the custom folder or custom action in the desired custom folder. This custom folder must be below the same top-level folder. As you drag the item a yellow arrow will appear to the left of the tree to indicate where it will be placed.
Only custom folders can be renamed. Top-level folders are used to group related actions and cannot be renamed.
From the Actions tree, right-click a custom folder select Rename.
In the edit field, type the new folder name and press ENTER. To cancel the rename, press ESC.
Only custom folders can be deleted. Top-level folders are used to group related actions and cannot be deleted.
From the Actions tree, right-click the folder you want to delete.
Select Delete from the menu. Note, all of the actions must be removed before the custom folder can be deleted.
In the search box below the Actions tree, type the text you want to find and press ENTER or click the Search image. Barr EOM will start at the top of the tree and search for the text. Each time the text is found the selected item will be highlighted in the tree and the item will open in the console window.
If more than one search result is found, click the next and previous arrow buttons that appear in the search panel.
You can set the magnification level when working with Process Editor. The zoom feature enlarges or reduces the display of your output process as a percentage of its actual size.
Open the Process Designer.
Open a new or existing output process.
On the menu bar, select View | Zoom Canvas. The Process Designer Zoom dialog box displays.
Click the arrow to adjust the magnification level. Click Reset to view the output process in its actual size.
Click Close.