Set Up a Document

You can view or edit the properties of a document using either the Object Inspector or the Document properties dialog box.

To view or edit properties using the Object Inspector:

1. In the Structure area, select the document icon.
2. In the Object Inspector, make any necessary modifications to the properties.

To view or edit properties using the Document properties dialog box:

1. Double-click on the Document node to display the Document properties dialog box.
2. Use the Document properties dialog box to edit the document properties, if necessary.
3. In the Document properties dialog box, click OK.

The properties of a document are as follows:

Basic Attributes

• Description: Enter a short text description of the document.
• PlanetPress Talk ID: Enter a name under which the document is known in PlanetPress Talk commands. This also servers as the document's name if it is sent to a printer drive and used in Printer-Centric mode. The name you choose should be both descriptive and unique, cannot begin with a number, and can contain only the following ASCII characters: underscore (_), upper and lower case letters of the alphabet, all digits 0 through 9.If you use an underscore in the name, it should not appear as either the first or last character of the name as this may cause internal conflicts in the software. Names are case-insensitive and must be unique; no two elements in a document can have the same name. Names can be a maximum of 50 characters in length. Finally, PlanetPress Talk variable and command names are reserved words; you cannot use any of these reserved words as a name.
• Designed For: Select a PPD for the document. The contents of the PPD subfolder in the PlanetPress program folder determine the contents of this list. In PlanetPress Design, you can now open PPD files as well as other attachments emanating from Macintosh and UNIX workstations.The PPD that appears by default here is the one selected in the Default printer box in the User Options dialog box. The Default printer is an optimized PPD. Rather than send a request for a setting to the printer, it first queries the printer to see if that setting is already in effect. The Alternate default printer PPD does not query the printer before it sends a request for a setting.
• Printer Password: Enter the password for the printer on which you intend to install the document. A password value of 0 means there is no password for the printer. You can determine whether a printer requires a password by printing a PlanetPress Design printer status page.
• Printer Working Path: Enter the path of the folder on the printer in which you want to install the document. This is necessary only if you plan to install the document in a specific folder on the printer’s hard drive or in a specific folder in its flash memory.
• Digit Substitution: Choose to display numbers in either Arabic, Hindi or Farsi characters.
• Notes: Enter any notes you want to insert at the head of the document. Notes do not print as part of the output of the document.
• Sign: Click to append the current date and time, the name of the owner of this copy of PlanetPress Design, and the name of the company to which this copy is licensed.

Paper Handling

• Default Page Size: Select the default paper format the document uses. In most cases, you never need to set this option, unless the same job, or multi-jobs require using various paper sizes. In a small number of printers however, when you are executing a document in which several consecutive pages use the same paper format, you may need to set this option. When the document subsequently executes each page, it compares the current paper format with the one set for the page, and only issues a paper format command if the two formats are different.The formats available depend on the PPD selected in the Designed for box of the Document properties dialog box. If you select Default, no command is issued to the printer regarding the paper format and the document uses the printer setting in effect at execution time.
• Selection Type: Set the default input paper tray to use for this document. The trays available depend on the PPD you selected for the document. The selection you make here determines the contents of the Paper source area. Select Input tray to specify a specific input tray, and select match paper size to have the printer automatically use the tray that contains the paper format defined for this page. Select manual feed to use the printer’s manual feed, and select media selection to set specific media characteristics. You can select an input tray, paper size, and paper orientation for each document page. If the printer supports it, you can also select duplex mode. Note that the document must be able to recognize the output printer during the job to perform load balancing. You can set the output printer name using a variable for either the printer output or the Windows printer output. You can add start/end document commands to support subset job handling. You can activate Run-locally+GDI with speed limits (specified as categories or absolute speed) and either block or enable the use of multi-processor systems.
  • Input Tray: Select the input tray you want to use in this box. This option is available only when you select Input tray in the Selection type box.
  • Media Type: Select the paper type for the page. This option is available only when you select media selection in the Selection type box.
  • Media Color: Select the paper color for the page. This option is available only when you select media selection in the Selection type box.
  • Media Weight: Select the paper weight for the page. This option is available only when you select media selection in the Selection type box.
• Output Tray: Set the output paper tray you want to use for this document. The options available depend on the PPD selected for the document in the document properties dialog box.
• Paper Orientation: Select the orientation you want to page to be in on the printer. The selection is made between Portrait, Landscape, and rotated versions of both (using a 180°  rotation)
• Duplexing: Select the duplexing options for the document. The duplexing options available depend on the PPD you selected for the document. Note that duplexing options apply only to normal pages since these are the only pages that can print. If you want to print simplex and duplex in the same document, and your printer supports switching between simplex and duplex in the same job, you can set the duplexing options on a page-by-page basis using the duplexing option in the page properties dialog box. If your printer does not support switching between simplex and duplex in the same job, you can simulate the switch by setting the duplexing option here and printing a blank page on the back of each page that you want to print simplex. If you select default, no command is issued to the printer regarding duplexing for this document, and the document uses the printer setting in effect at execution time.

Advanced Paper Handling

• Paper handling before the document: Display, define, and/or edit the paper handling operations you want the printer to execute before it executes the document. The printer executes the operations sequentially, from top to bottom. Right-click in this area and use the menu to manipulate the data.
• Paper handling after the document: Display, define, and/or edit the paper handling operations you want the printer to execute after it executes the document.You can also delete an item by selecting it and pressing DELETE. You can manipulate or move data to the Paper handling before the document area by clicking it and dragging it to the new location. Double-click an item to display and, if necessary, edit the condition associated with it.

Compilation Options

For help creating documents that use Fiery® FreeForm™ or Freeform 2 features, see FreeForm Caching or FreeForm 2 Caching. For help creating a document in VPS or VDX format, refer to VPS Caching.

• Caching method: Select the caching method you want to use.
  • Select None to prevent the RIP from using any caching.
  • Select Generic to use the standard caching provided by PostScript Level 2.
  • Select FreeForm and use the options that appear to either make the current document a FreeForm master document, or make the current document a document that calls a FreeForm master document.
  • Select FreeForm 2 and use the options that appear to make the current document a FreeForm 2 master document. To make the current document call a FreeForm 2 master document, select individual pages and use the options that appear in the Page properties dialog box.
  • Select VPS to cache all virtual and cachable pages. Note that VPS always creates booklets.
  • Select VDX to cache only those pages of type virtual that are defined as cachable.
• Use Form Versioning at printer level: Use this option to set a version number for the document.
• Form Version: You use a version number to tell a document to check its version number before executing, and only execute if it is the most recent version.
• Search Database Name: This legacy option is unused and disabled. It is removed in later versions of PlanetPress.
• PostScript Level: Select the PostScript Level for the converted document. This should correspond to the highest level your printer supports.
• Do not use Virtual Memory for EPS/PDF pages: Check if your PostScript Level 2 printer prints errors when 2 or more EPS or PDF files are present on your page. This is only useful in some older PostScript Level 2 printers.
• Caching Options group (only appears with FreeForm and FreeForm 2 caching methods)
• This Document is a Master: Select to create a FreeForm or FreeForm 2 master document.
• Form number: Enter a FreeForm document reference number. If the document you are creating is a FreeForm master document, it will be assigned the number entered in this box. If the document you are creating is not a master document, it will be associated with the FreeForm master document identified by the number entered in this box.
• Master ID: Enter the FreeForm 2 master document name. When you create a FreeForm 2 master document, you must name it. This makes it possible for multiple FreeForm 2 master documents to be cached on a given printer and for any FreeForm 2 document to specifically call any cached FreeForm 2 master document.
• Maximum Data Line Length: Define the number of columns in a data page. Enter the value, or use the spin buttons to increment or decrement the value. The maximum value for this option is 65,535 characters. The default value is also 256 characters. You should tune this value to the longest line in your input data. Setting a maximum data line length that greatly exceeds the length of the longest line in your input data may increase execution time depending on the printer manufacturer. Also, the 65,535 value affects imaging, faxing, archiving, and caching VDX functionality. Optimized PostScript Stream is not affected by this value.
• Behavior
  • Use end of job keyword: Use this option when you want to execute several documents by sending a single job that contains all the triggers and input data for those documents. Note that this is only functional in Printer-Centric run mode and will not work in any other outputs.
  • End of Job Keyword: Enter the keyword for the end of job.
  • Skip blank data pages: Select to have the document ignore any empty data pages it encounters at runtime. Clear to have the document execute with any empty data pages it encounters.
  • Treat barcode warning as error: Check in order to trigger the On Error tab in the event of a barcode warning, such as wrong characters or length of the data. This can be useful if your barcode data is not validated first, in order to avoid misprints with wrong barcodes.
• PostScript Printer Form Cache
  • Set Form Cache: Select to set the size of the printer form cache and/or the size of the largest item the cache can contain.
  • Max Form Item: Set the size (in bytes) of the largest single EPS, PDF, or bitmapped image that the form cache can contain. You use the size of the largest and most frequently used image in your document to determine an appropriate value for this option.
  • Max Form Cache: Set the size (in bytes) of the PostScript printer form cache. You base the setting for this option on the number of images in your documents, their sizes, and how frequently each image repeats in a document.

Resource Options

• Resource location: Select the runtime location for the resource files associated with the document when the document executes on a printer. Select In memory to copy the resource files into RAM at runtime. Select On file system to copy the resource files onto the printer’s hard drive at runtime; this option is recommended for documents that occupy large amounts of space.
• Picture Resolutions
  • Color (DPI): Enter the resolution for the color bitmapped images the document references. This resolution applies to all color bitmapped image resources in the document. In the case of dynamic images that reference color bitmapped images external to the document, the resolution in effect at the time you install and/or convert the document is the one that applies to all of the external color bitmapped images (the document applies this resolution at runtime, when it retrieves each of the external images).
  • Grayscale (DPI):  Enter the resolution for grayscale bitmapped images the document references.
  • Monochrome (DPI): Enter the resolution for monochrome bitmapped images the document references.
• Compilation Options
  • Convert images to monochrome: Select when you want PlanetPress Design to automatically convert every color bitmapped image resource to grayscale when it converts the document. Select Always to have PlanetPress Design always perform the conversion. Select Never to prevent PlanetPress Design from ever performing the conversion. Select PPD to have PlanetPress Design perform the conversion only when the PostScript Printer Description (PPD) file associated with the document does not support color. This option applies only for this document. The Convert images to grayscale option in the User Options dialog box determines the option that appears here by default when you create the document.
  • Image scanline orientation: See Scanline Orientation and Adjust the Scanline Orientation of Images.
  • Picture quality compression level : Specify, in percentage, the compression level of pictures in your document. A higher number means less compression, thus a larger picture size and better quality.
  • Picture Quality: Line Art is more useful for illustrations and text that can be converted to line art. Photo is more useful for images such as photos, landscapes, etc.

Binding

• Use binding: Select to make binding margins for the document available.
• Odd pages
  • Horizontal: Set the binding margin you want to leave along the left edge of each odd-numbered page. This value is relative to the left edge of the physical page, and units are as set in the User Options dialog box.
  • Vertical: Set the binding margin you want to leave along the bottom edge of each odd-numbered page. This value is relative to the bottom edge of the physical page.
• Even pages
  • Horizontal: Set the binding margin you want to leave along the right edge of each even-numbered page. This value is relative to the right edge of the physical page.
  • Vertical: Set the binding margin you want to leave along the top edge of each even-numbered page. This value is relative to the top edge of the physical page.

Attachments (see also Add PostScript Attachment Resources)

• Attachments run before form: These attachments will execute before the document.
• Attachments run after form: These attachments will execute at the end, after the document.

Job Infos ( aka jobinfo or jobinfos )

• Info #: The job info number.
• Value: Enter a static text value that you want to associate with the corresponding job info reference number. This value is typically overridden, if a job info value is passed by PlanetPress Suite Workflow Tool.
• Ignore PlanetPress Suite Workflow Tool job info values: Enable this option to prevent values passed by PlanetPress Suite Workflow Tool from overriding the values you have entered. This option is typically used for debugging purposes and is disabled by default.

Scan code settings

• OMR file type:
  • HCF File: Uses an HCF File (Hardware Configuration File) to establish OMR. HCF Files are generally available from folder-inserter manufacturers.
  • PTK File: A scan code settings files from a Pitney Bowes system. Please note that no official support is given by Objectif Lune Inc. Pitney Bowes configurations.
• Setting file:  Displays a list of available HCF or PTK files on the system. PTK files can be added using the Browse button. HCF files are added using the Download button, which displays a list of available HCF files we provide. Check any file from the list and click OK to download them.
• HCF Settings: 
  • OMR Profile: Use the drop-down to select the OMR profile from the ones provided in the HCF file. OMR Profiles indicate which features to use in the OMR itself, such as integrity and selective marks, counters, etc.
  • Fold Type: Use the drop-down to select the type of fold to be requested on the folder-inserter, such as Z-Fold, C-Fold, etc.

  Further configuration for the Scan Codes can be done through the OMR Mark Object.

Metadata

• Group Marker: Defines the boundaries of the Group level in the metadata.
  • Marker: Determines if there is no marker, if the condition defines the beginning (Begin) or end (End) of the Group level.
  • Condition: When this condition is true, a new boundary is created in the metadata.
• Document Marker: Defines the boundaries of the Document level in the metadata.
  • Marker: Determines if there is no marker, if the condition defines the beginning (Begin) or end (End) of the Group level.
  • Condition: When this condition is true, a new boundary is created in the metadata.
• This document requires a metadata file: Check to stop execution of this document if no metadata is found. This is especially useful when sending the document to a PlanetPress Workflow process.
• Minimize metadata size: Reduces the size of the created metadata file by doing some optimisation. Empty paper handling attributes are removed and planetpress document attributes that are common to all documents are moved to the Group level (or Job level if there is only one Group) and deleted in the document level. This does not affect custom metadata fields.

PlanetPress Capture (see also Capture Field Object)

• Document Title: A dynamic title for the document, which can help in its retrieval from the Capture Database. The title should be unique to simplify this task.
• Pattern Sequence: A batch identification, useful for extending the number of possible patterns.
• Anoto statement position: The position of the notice "Paper featuring Anoto functionality" which appears when adding a PlanetPress Capture field to your document. This notice is legally mandatory and will always appear on your page.
• Horizontal offset: Enter a value if you wish to move the notice away from the left or right border (depending on the location of the notice)
• Vertical offset: Enter a value if you wish to move the notice away from the top or bottom border (depending on the location of the notice)
• Anoto statement Style group:
  • Style: Select the style for the object. This is the style all text in the object uses by default. It is also the style any PlanetPress Talk code you enter in the PlanetPress Talk properties of the object uses by default. The default style is the style that appears by default in this box. Note that the style for a group does not override any styles referenced by individual objects/groups within that group.
  • Size: Select or type the point size for the font the style uses.
  • Bold: Click to turn the Bold property for the style on or off.
  • Italic: Click to turn the Italic property for the style on or off.
  • Underline: Click to turn the Underline property for the style on or off.
  • Color button: Click to select a color for the style using the Color Picker.
  • Color box: Displays the current color for the style.
  • Ratio: Enter the percentage by which you want to shrink or stretch the font spacing in the style.
• Include trace code: Check to print the trace code (identification) of the pattern used on the page. This is useful for debugging and error handling.
• Keep Document Open: Check for the document to remain open in the Capture database, even if all mandatory or final fields contain ink, when the PGC goes through the Capture Field Processor.

PlanetPress Talk before: Enter PlanetPress Talk code that you want to execute before the document executes

PlanetPress Talk after: Enter PlanetPress Talk code that you want to execute after the document executes.