Templates

The Designer is a WYSIWYG (what you see is what you get) tool to create templates. This topic gets you started. It explains how to create a template, what is found in a template file, and how output can be generated.

Creating a template

In the Welcome screen that appears after startup, get off to a flying start choosing Browse Template Wizards. Scroll down to see all the Template Wizards. After deciding which output channel – print, email or web – will be prevalent in your template, select a template.

The Template Wizards can also be accessed from the menu: click File, click New, expand the Template folder, and then expand one of the templates folders.

There are Wizards for the three types of output channels, or contexts as they are called in the Designer: Print, Email and Web.
See:

The quickest way to create a Print template based on a PDF file is to right-click the PDF file in the Windows Explorer and select Enhance with Connect.

After creating a template you can add the other contexts (see Contexts), as well as extra sections (see Sections), to the template.
It is, however, not possible to use a Template Wizard when adding a context or section to an existing template.

If an Email context is going to be part of the template, it is recommended to start with an Email Template Wizard; see Creating an Email template with a Wizard. After creating a template, contexts can be added to it, but that can not be done with a wizard.

Opening a template

To open a template from the Welcome screen, select Open an Existing Template.
To open a template from the menu, select File > Open.
Then select the template file. A template file has the extenstion .OL-template.

A template created in an older version of the software can be opened in a newer version. However, opening and saving it in a newer version of the software will convert the template to the newest file format. The converted template can't be opened in older versions of the software.
Opening a package file

Templates can also be stored in a package file (see Sharing a template). To open a package file, switch the file type to Package files (*.OL-package) in the Open File dialog. When the package contains print presets, you will be asked if you want to import them into the proper repositories.

Saving a template

A Designer template file has the extension .OL-template. It is a zip file that includes up to 3 contexts, all the related resources and scripts, and (optionally) a link to a Data Mapping Configuration.

To save a template for the first time, select File > Save as. After that you can save the template by selecting File > Save or pressing Ctrl+S.

To quickly copy the name of any other file, set Save as type to Any file (*.*) in the Save dialog. Select a file to put its name in the File name field. Then set Save as type to Template files (*.OL-template) and save the template.

When more than one resource (template or data mapping configuration) is open and the Designer software is closed, the Save Resources dialog appears. This dialog displays a list of all open resources with their names and file location. Selected resources will be saved, deselected resources will have all their changes since they were last saved dismissed.

Saving older templates

Saving a template in a newer version of the software will convert the template to the newest file format. This makes it unreadable to older versions of the software.
The warning message that is displayed in this case can be disabled.
To re-enable this message (and all other warning dialogs), go to Window > Preferences > General, and click the Reset All Warning Dialogs button at the bottom.

Associated data mapping configuration

When you save a template, any data mapping configuration that is currently open will be associated with the template by saving a link to the data mapping configuration in the template file.
The next time you open the template you will be asked if you want to open the associated data mapping configuration as well.
To change which data mapping configuration is linked to the template, open both the template and the data mapping configuration that should be linked to it; then save the template.

Auto Save

After a template has been saved for the first time, Connect Designer can auto save the template with a regular interval. To configure Auto Save:

  1. Select the menu option Window > Preferences > Save.
  2. Under Auto save, check the option Enable to activate the Auto Save function.
  3. Change how often it saves the template by typing a number of minutes.

Auto Backup

Connect Designer can automatically create a backup file when you manually save a template. To configure Auto Backup:

  1. Select the menu option Window > Preferences > Save.
  2. Under Auto backup, check the option Enable to activate the Auto Backup function.
  3. Type the number of revisions to keep.
  4. Select the directory in which the backups should be stored.

Backup files have the same name as the original template with two underscores and a progressive number (without leading zeros) at the end: originalname__1.OL-template, originalname__2.OL-template, etc.

The Auto Save function does not cause backup files to be created.

File properties

On the menu, select File > Properties to view and complement the file properties. See File Properties dialog.
The file properties can also be used in scripts; see template. If you are not familiar with writing scripts, refer to Writing your own scripts.

Sharing a template

To share a template, you can send the template file itself, or save the template to a package file, optionally together with a Data Mapping Configuration, a Job Creation Preset and an Output Creation Preset. (See Job Creation Presets and Output Creation Settings for more details.)

To create a package file, select File > Send to Workflow and choose File in the Destination box. For the other options, see Sending files to Workflow. The package file has the extension .OL-package and can be opened in the Designer (see Opening a package file).

Exporting a template report

A template report can be used for archiving purposes or to provide information about the template to people who do not have access to Connect. Such a report can be exported in PDF or XML format. By default it contains a summary of the template with an overview of all the settings and resources that are used in the template: media, master pages, contexts, sections, images, scripts etc. The file properties are included as well (see File Properties dialog).

To open the Export Template Report wizard, select File > Export Report. For a description of all options, see Export Template Report wizard.

Creating a custom template report

The Export Template Report wizard also offers the possibility to export custom template reports (in PDF format only). A custom template report could contain another selection of information and present that differently, e.g. with the logo of your company.

To create a custom template report, you need two files:

  • A template design with the desired layout and variable data. This .OL-TEMPLATE file has to be made in the Designer.
  • A data mapping configuration that provides the variable data. You could use the data mapping configuration made for the standard template report, or create another one in the DataMapper module, using the standard XML template report as data sample.
  • Data mapping configurations have the extension .OL-DATAMAPPER.

The following zip file contains both the template and data mapping configuration that are used to generate the standard template report: https://help.objectiflune.com/en/archive/report-template.zip.

Generating output from the Designer

Output can be generated directly from the Designer; see Generating Print output, Generating Email output and Generating Web output.

To test a template first, select Context > Preflight. Preflights executes the template without actually producing output and it displays any issues once it's done (see also: Testing scripts).

Sending files to Workflow

Workflow can generate output from a template as well. For this, the template has to be sent to Workflow.

The Send to Workflow dialog sends templates, Data Mapping Configurations and print presets to the Workflow server, or saves them as a package file. Print presets make it possible to do such things as filtering and sorting records, grouping documents and splitting the print jobs into smaller print jobs, as well as the more standard selection of printing options, such as binding, OMR markings and the like. See Job Creation Presets and Output Creation Settings for more details.

To send one or more templates to Workflow:

  1. Select File > Send to Workflow.
  2. Select the template to send. By default the currently active template is listed. Click Browse to select another template. You may select more than one template in the Browse dialog, and each of them is sent to Workflow (or added to a package file). A template file has the extension .OL-template.
  3. Select the Data Mapping Configuration to send. By default the current configuration is listed. Click Browse to select another configuration. You may select more than one configuration file in the Browse dialog, and each of them is sent to Workflow (or added to a package file). A Data Mapping Configuration file has the extension .OL-datamapper.
  4. Use the drop-down to select a Job Creation Preset to send. Click Browse to select a preset that is not in the default location for presets. A Job Creation Preset file has the extension .OL-jobpreset.
  5. Use the drop-down to select an Output Creation Preset. Click Browse to select a preset that is not in the default location for presets. An Output Creation Preset file has the extension .OL-outputpreset.
  6. Finally, choose the Destination: use the drop-down to select where to send the files. The option Workflow machines lists all the PReS Workflow installations detected on the network. Select File to save the files as a package that can be loaded within the Workflow tool.
  
  • Last Topic Update: 28, November, 2017 08:32 AM
  • Last Published: 23, May, 2019 01:55 PM