7.67.52015-05-06

Install a Document

Once a document is ready to be used, it must be sent to a location where it will be used for merging with a data file and output. A document can be sent (or installed) in multiple locations.

Before sending your document, verify that the Conversion options and Resource options settings in the Document properties dialog box are the ones you want for this document.

Install a document on one or more printers

1. From the PlanetPress Design Button, choose Send to | Printer....
2. In the Send to Printers dialog box, set the options for the install.
   • Select printers list: Select each of the printers on which you want to install the document. If the printers on which you want to install the document require either a password, a hard drive path, or both, be sure you have set these properly in the Document properties dialog box (see Set Up a Document).If two or more of the printers you select require different passwords and/or hard drive paths, you must perform separate installs for each, making the necessary adjustments in the Document properties dialog box before performing each install.
   • Printer storage: Select the printer location. When PlanetPress Design converts the document, it includes the PostScript code to install the document in the selected location. The locations are Hard Drive, Flash and RAM.
   • Confirmation page: Select the type of confirmation you want to receive when PlanetPress Design performs the installation. When you select either of these two options, you should be sure that the location where you want to install the document in fact exists.
     • Select None to prevent a confirmation page from printing after the install. In this case, nothing confirms the installation of the document. You can of course subsequently print a listing of all documents installed on a printer to determine whether or not the document installed.
     • Select Confirmation page, to have each of the selected printers print a confirmation sheet reporting the success or failure of the installation. PlanetPress Design sends two PostScript jobs to each printer. The first installs the document, the second verifies the installation and prints a confirmation page.
     • Select Embedded confirmation page to send the document installation and the confirmation printout as a single job instead of two separate postscript job.

3. Click OK to immediately send the document to the printer(s).
   You can also click on Save Printer File. PlanetPress Design will instead prompt you for a name of a file to which you want to save a copy of the converted document. Once you enter a file name and click Save, PlanetPress Design saves a copy of the converted document. If you also selected Confirmation page in the Confirmation page box, PlanetPress Design prompts you again, this time to specify the name of the file to which you want to save the PostScript code for producing the confirmation page.

Send the document to one or more local PlanetPress Workflow servers

1. From the PlanetPress Design Button, choose Send to | PlanetPress Suite Workflow.

   The Send to PlanetPress Suite Workflow interface appears.

2. The Host Name box displays a list of available PlanetPress Workflow servers. Put a checkmark next to each Host Name of the PlanetPress Suite Workflow server(s) you want to send your document to. If a Host Name is grayed out, it means that your computer has not been given permission to send documents to it (see Control Access to Your Locally Installed Services).

3. Click OK.

In this dialog, you can also do the following actions:

• Click the Refresh button at the bottom-left to scan the local network for PlanetPress Workflow servers other that the local machine.
• Click on the Add Host button at the bottom-left to add a new host if it is not detected or if the host resides outside of the current subnet. Enter the IP address of the server and click Refresh to make it available.
• Put a checkmark in Refresh Metadata to refresh the document's metadata for each of the document's data files before it is sent to PlanetPress Workflow.
• Put a checkmark in Attach a document preview to include a 10-page PDF preview when sending the document to PlanetPress Worfklow.

Depending on the version of PlanetPress Workflow, either a PTK or PTZ file will be sent. Note that the file format is determined by the version of the PlanetPress Workflow server that the document is being sent to, not the version of the local PlanetPress Design installation.

• In PlanetPress Suite 7.0 and older, a PTK file is sent. PTK files only include the document itself, they do not include any peripheral files.
• In PlanetPress Suite 7.1.0 up to 7.2.4, a PTZ file is sent to PlanetPress Workflow. The PTZ is a compressed format that includes the document in PTK format along with its data files, image resources and any metadata file that has been generated during the creation of the document.
• In PlanetPress Suite 7.3.0 and higher, the PTZ also contains a PDF preview of the document's output, multiple data files with their associated metadata and an XML file detailing the emulation used by the document.

You can verify that a given installation succeeded by navigating to the Documents folder of the appropriate PlanetPress Suite Workflow Tool installation and locating the .ptk file for the document. The .ptk file bears the same name as the PP7 file for the document. For example, if the name of your document is invoice, the name of the PP7 file is invoice.PP7 and the name of the .ptk file is invoice.ptk.

Save a PTK or PTZ file to send to a remote PlanetPress Workflow installation

1. From the PlanetPress Design Button, choose Send to | PlanetPress Suite Workflow .

2. In the Send to PlanetPress Suite Workflow Tools dialog, click Save to file... (previously Save PTK File ).

3. In the save dialog, a button lets you choose between the PTK and the PTZ format. Enter the name of the file in which you want to save the document and click Save. The produced PTK or PTZ file can be sent via any method and imported into PlanetPress Workflow.

Send a document to PlanetPress iWatch or a UNIX or Linux CodeHost BrightQ print spooler system:

1. From the PlanetPress Design Button, choose Send to | Host.

2. In the Host Type box, select Codehost BrightQ or PlanetPress iWatch.

3. Set options for document output.
   • Host name or IP address: Enter the host name or the IP address of the target host. Be sure to specify the accompanying password.
   • Port: The default port number is 5662. The port number may be modified under the specification of the network administrator. PlanetPress Design must connect to the specified TCP port and send a document conforming to the following port specifications.
   • Password: Enter the password for the workstation.
   • Document name: Enter the file name for the converted document. This must be a file name, not a path. The name must be no longer than 10 characters.
   • Send Group: Defines what to send to the target host
     • Trigger: Sends the trigger definition to be used when printing.
       • Printer storage: Select the location where to send the file. In the case of CodeHost BrightQ, this is the only option enabled in the Send group, and both the trigger and document are sent together.
     • Document: Only sends the document to the host.
       • Force PostScript mode: Select this option when the destination printer is used for printing jobs in other formats such as PJL, and when PlanetPress is not sending the output to the printer’s hard disk. When this option is selected, PlanetPress Design inserts the following command statement [Esc]%-12345X@PJL ENTER LANGUAGE = POSTSCRIPT to precede the document as well as any other command statement.
4. Save Host File button: When clicked, saves the document as a postscript file in a specified folder.
5. Send to Host button: When clicked, sends the document from PlanetPress Design to BrightQ.
6. Sent to Printer button: When clicked, opens the Send to Printer dialog (see above in this topic).