Metadata to PDI

The Metadata to PDI Task takes the active metadata and generates a PDI using the information in that metadata. It is generally used in conjunction with a PDF data file and is used to generate the PDI file which is used by PlanetPress Search when building, refreshing or rebuilding its database.

Input

This task can use any data file, as long as it is accompanied by metadata. This metadata may have been directly generated or could be extracted from a PDF using the Metadata Embed and Extract task.

Processing

The metadata is read and PDF indexes are located. These indexes are defined in the PlanetPress Design document as data selections, in which the Archive/Email/Fax properties define the data as an index with a name.

When all the indexes are collected , a PDI file is generated with those indexes.

Output

The output is the same as the input, no modification is done to either the data file or the metadata. However, a PDI file is generated and saved in the location specified in the task.

Metadata to PDI Task Properties are as such

Archive Folder: Specifies where the PDI file should be saved. This should be the same location as the PDF file that the PDI refers to.
Filename: The filename for the PDI. This name should correspond exactly with the name of the PDF that the PDI file refers to.
Index Group:
- PDI: Only generate a PDI file.
- PDI and XML: Generate both the PDI and an XML equivalent (not used by PlanetPress Search).

On Error Tab

By default, any action task, branch, splitter or condition that generates an error will simply be ignored, and the task just under it (not within a branch) will be given control of the job file without any modification. Any initial input task that generates an error will stop the process from running as a whole, and output tasks will not generate output. The On Error tab can be used to overwrite the default behaviors.

Send to Process: Check this option to send the job file to an error management process.
Error Process drop-down: Enabled only when the Send to Process option is checked. Lists any process of which the initial input task is the Input Error Bin task.
Action Group: This group is disabled in the initial input tasks and defaults to Stop Process. In all other tasks where the On Error tab is present, the following options are available:
- Ignore: The task is ignored as if it did not exist, and the job file is passed on to the next task in the process.
- Stop Branch: If the task is in a branch of the process, the branch is stopped and the job file is returned to the process after the branch. The branch will not produce any output.
- Stop Process: The process is stopped and no more processing is done. No further output is produced.
Log Message: Check this option to enable logging a custom error message in the PlanetPress Suite Workflow Tools' log file.
Message: Enabled only when the Log Message option is checked. Enter a message that will be logged in the PlanetPress Suite Workflow Tools' log file. You can use any variables available in PlanetPress Workflow to customize the message.
Store the message in variable: Select in which jobinfo, local or global variable you want to store the message content.
ID: Enter an error ID. This ID will be visible in the Windows Event Viewer. However, the ID is not visible in the PlanetPress Suite Workflow Tools' log file.
Store the ID in variable: Select in which jobinfo, local or global variable you want to store the error ID.
Reset to defaults: Resets all options in this tab to their default values.

If storing the message or ID, if they are store in a jobinfo they will be available in any error handling process where errors are being forwarded. In all cases, if your process continues after the error, the contents of the variables selected in this window will be available for the rest of your process, or whenever they are overwritten.

Common Errors

Though some error messages are specific to a task in particular, others may apply to any and all tasks because they are related more to the system than to PlanetPress itself. Some examples would be W3813, W3830, W3991, W4005. These correspond to issues such as not having any space to write files, permission errors on folders or files, etc.

Comments Tab

The Comments tab, added in PlanetPress Suite 7.5, is common to all tasks. It contains a single text area (Task comments) that lets you write comments about the task. These comments are saved when the dialog is closed with the OK button, and are displayed in The Task Comments Pane.