Enfocus software PITSTOP AUTOMATE User Manual

User Guide
© 2006 AWSG Limited.
All rights reserved.
Enfocus is an Artwork Systems brand.
Certified PDF is a registered trademark of Artwork Systems; patent pending. Enfocus PitStop Profes­sional, Enfocus PitStop Server, Enfocus Instant PDF, Enfocus StatusCheck, Enfocus CertifiedPDF.net, Enfocus PitStop Automate, Enfocus Instant Barcode and Enfocus PDF Workflow Suite are product names of Artwork Systems.
Other brand and product names may be trademarks or registered trademarks of their respective holders. All specifications, terms and descriptions of prod­ucts and services are subject to change without notice or recourse.
Enfocus PitStop Automate User Guide 3

Table of Contents

Table of Contents ................................................................................... 3
Chapter 1: Introduction ......................................................................................... 7
About PitStop Automate 8
Content of this User Guide 9
Chapter 2: Installation.......................................................................................... 13
Installation 14
General Terms 18
Chapter 3: The Canvas Working area........................................................................ 23
Navigating through the Canvas 25
Creating and Editing a workflow 26
Gateways Overview 28
Canvas List View 30
Chapter 4: Processing Jobs ................................................................................... 33
Bringing Jobs into a workflow 34
Job Settings 35
Naming Conventions 36
Chapter 5: Gateways .......................................................................................... 41
Receive 42
Expand 43
Route 44
Distill 46
PitStop 47
Copy Job 48
Rename 48
Copy File 49
Split Pages 50
4
Generic Application 51
Schedule 52
Hold 53
Print 54
Compress 56
FTP 57
Send Mail 58
Archive 59
Delete File 60
End 60
Run AppleScript 61
Chapter 6: Preflighting and Checking PDF Documents .................................................. 65
What is preflighting? 66
Properties of PDF documents 69
Problem reporting 70
Creating a PDF Profile 71
Interpreting preflight reports 72
Chapter 7: Canvas Manager ................................................................................... 75
Preferences 76
File Menu 77
Edit Menu 79
View Menu 80
Folder 81
Contextual Menus 83
Toolbar / Shortcut overview 85
Chapter 1
Enfocus PitStop Automate User Guide 7

C h a p t e r 1 : Introduction

About This Chapter

This chapter introduces you to the software and describes its functions and objectives. It also guides you through this documentation.
8

About PitStop Automate

PitStop Automate allows design studios, ad agencies, printers and publishers to increase productivity and output consistency by introducing advanced automation at an affordable price. Built to streamline graphic arts processes, PitStop Automate extends the power of Enfocus’ automation-enabling technologies such as PDF preflight & editing and the award-winning Certified PDF®. On top of all that power lays an intuitive graphical user interface, making it straightforward to translate your complex production requirements into a complete automation workflow design.
A natural upgrade from PitStop Server, PitStop Automate goes beyond PDF preflight and editing. The application closely integrates with Acrobat® Distiller® and features file sorting and conditional workflows based on file type, size and other file or document properties.
PitStop Automate combines powerful internal capabilities while at the same time controlling third party applications, forming the glue between the different steps in your production process. Any hot-folder-based application can be integrated through the “Generic Application” Gateway. PitStop Automate will hand the job over to the applications and pick it up again after it has been processed. Another way of driving external applications is through Apple Script integration. Finally, third-party devel­opers can use the PitStop Automate SDK plug into their solution into PitStop Automate.

Content of this User Guide

This User Guide has been subdivided into the following chapters :
Chapter 1 : Introduction
Contains a general overview of the software, its functions and objectives, and a general overview on the different chapters of the User Guide.
Chapter 2 : Installation
Contains set-up requirements and describes the installation process for successful Pitstop Automate operation. It also gives an overview of the installed items, and basic terms used in the software and this User Guide.
See “Installation” on page 13
Chapter 3: The Canvas Working Area
Describes how to handle Canvases, the working area in Pitstop Automate. It explains how to save and open Canvases, how to navigate through a Canvas, and how to set up workflows based on the components. It also gives an overview of the Sample Canvases.
See “The Canvas Working area” on page 23
Enfocus PitStop Automate User Guide 9
Chapter 4: Running Jobs
Shows how to handle files in a Pitstop Automate system, either through hot folders or on the Canvas itself. It also explains the use of file tags.
See “Processing Jobs” on page 33
Chapter 5: Gateways
Shows the settings of all individual workflow Components. These are split up in 3 kinds: workflow Gateways, defining how a file is run through a workflow; Process Gateways, which actually process the file, and File Gateways, which allow the handling of files (Copy, Archive, FTP, ...)
See “Gateways” on page 41
Chapter 6: Preflighting and Checking PDF Documents
The core of PitStop Automate is the PitStop Gateway, allowing to run Action Lists and certify a PDF document to a PDF Profile. These are explained in this chapter. The PDF Profile Editor is also included here.
See “Preflighting and Checking PDF Documents” on page 65
10
Chapter 7 : Canvas Manager
Gives a detailed overview of all functions in the Canvas Manager, the User Interface to define and manage Canvases and their files.
See “Canvas Manager” on page 75
Chapter 2
Enfocus PitStop Automate User Guide 13
C h a p t e r 2 : Installation

About This Chapter

This chapter contains set-up requirements and describes the installation process for successful Pitstop Automate operation. It also gives an overview of the installed items, and basic terms used in the software and this User Guide.

In this Chapter :

“Installation” on page 14
“General Terms” on page 18
14

Installation

Minimum Configuration

Installation

The System Requirements are displayed in the Installer, and they can also be found on the Enfocus Web site, at http://www.enfocus.com/systemreq
In order to run the “Distill” Gateway, Acrobat® Distiller™ Server 6 or 7 is required
Installation of PitStop Automate is done using an installer application. It can be found on the Enfocus DVD, or it can be downloaded from the Enfocus Web site
www.enfocus.com.
To install from DVD:
1 Insert the Enfocus PitStop Automate DVD into your DVD drive
2 Open the Enfocus PitStop Automate DVD
3 A Flash animation will lead you through the DVD. Choose Install PitStop Automate
4 Click Install
To download & install:
1 Download the Compressed file (.gz) to your computer.
2 If the compressed file is not expanded automatically, double-click it to expand.
The compressed file contains a disk image (.dmg).
3 If not mounted automatically, double-click the disk image (.dmg) to mount the
volume.
4 Open the mounted volume, and double-click the installer to start installation.
5 Follow the installation instructions on your screen.

Activation

Enfocus PitStop Automate User Guide 15
After installing the software, it needs to be activated.
When started for the first time, a warning will be shown, stating that you are running the software in trial mode. You have a number of days left to enter the Product Key.
You can enter the Activator application here, or you can enter the Activator application using the Activate / Deactivate button in the About screen of the Canvas Manager.
Without a Product Key, you can use the trial version for a period of 30 days.The warning will indicate how many days of this trial period is left. By clicking Continue, you can continue using the Trial Version.
After entering a Product Key, you have 5 days to activate it. In that case the warning will say the Product Key has not been activated yet.
First Time Activation
To activate PitStop Automate after installing it for the first time :
1 Start the Canvas Manager
2 Click Enter Product Key to open the Activator
3 Enter the Product Key, which is included with the DVD.
4 Choose Automatic Activation and click Activate Now
5 Wait until activation is done, and click Continue.
To move the software from one computer to another
If you want to move the software from one computer to another, you cannot simply copy the software, as the Activation connects a Product Key to be used on a specific computer. To move the software, follow these steps :
1 Open the Activator at the original computer
2 Click Deactivate to deactivate the software on that computer, and choose Auto-
matic deactivation.
3 Install the software on the target computer
4 Use the same sequence as for First Time Activation (see above)
To activate using a fi le
It is also possible to activate using a file, e.g. to activate the software on a computer without Internet connection. In that case, use the following steps :
1 Open the Activator
2 Select Create Activation Request File to start manual activation. A Browse dialog
will allow to define name and location for the Activation Request file. Copy this file to a computer with internet access.
3 Browse to http://activation.enfocus.com and upload the Activation Request file
into the Activation section. You will receive an Enfocus Activation file, to be copied to the other computer.
4 Select Read Activation file and click Activate Now. Browse to the Enfocus Activa-
tion File.
16

Installed Components

To deactivate using a file
It is also possible to deactivate using a file, e.g. to deactivate the software on a com­puter without internet connection. In that case, use the following steps :
1 Open the Activator
2 Click Deactivate. Select Create File for Manual DeActivation. A Browse dialog will
allow to define name and location for the DeActivation Request file. The software will immediately be deactivated as well
3 Copy this file to a computer with internet access.
4 Browse to http://activation.enfocus.com and upload the DeActivation Request file
into the De-Activation section.
After installation, the following components can be found on your hard disk :
Administrator Software
The Administrator Software contains the Canvas Manager, the main application to set up and define workflows and Canvases.
See also:
“Canvas Manager” on page 75
“The Canvas Working area” on page 23

Enfocus Data

Documentation
Contains all available documentation, both in PDF as in HTML version.
Server Software
The Server Software folder contains all Gateways and the Watchdog application.
see “Gateways” on page 41
The Enfocus Data folder is a folder that, if it doesn’t exist yet, will be created automati­cally next to the PitStop Automate applications folder, as soon as the Watchdog is started. Two folders can be created in that folder automatically : the Server Software folder, and the Canvases folder.
The Server Software Folder
The Server Software Folder contains a folder for every Gateway that has been run at least once. It contains the Job Ticket file, maintaining the connection between the Gateways and Process Folders on the Canvases, and the actual Gateway applications (in the Server Software folder).
Enfocus PitStop Automate User Guide 17
The Canvas Folder
This is the default location where Canvases will be saved and opened from. It is advis­able to save all Canvases inside this folder.
Since the Enfocus Data folder is not inside the PitStop Automate applications folder, it allows to keep Canvas, Workflow and Gateway settings even when updating to another version of PitStop Automate, by installing the new version next to the original one.
18

General Terms

Canvas Manager

Watchdog

Gateway

The Canvas Manager, the user interface for defining workflows by setting up Canvases, changing settings and running jobs, can be found in the Administrator Software folder.
See also:
“Canvas Manager” on page 75
“The Canvas Working area” on page 23
The Watchdog is an application in the Server Software folder, that starts all Gateways that are not running, and keeps checking if all necessary applications are up and running. It can also be used to quit all Gateways at once, without having to quit them individually. The Watchdog (and thus all individual Gateways) should be running in order to process a Job.
A Gateway is a single application, found in the Server Software folder. It will execute a single operation on a job, according to the settings made in the Canvas Manager. A Gateway is shown in the upper part of the Canvas Manager. When dragging a Gateway onto a Canvas, a Process Folder for the Gateway is created.

Canvas

See also:
“Gateways” on page 41
“Gateways Overview” on page 28
“Creating and Editing a workflow” on page 26
A Canvas is a working space in the Canvas Manager. On disk, it’s a bundle, containing all Process Folders and job folders.
See also:
“Creating and Editing a workflow” on page 26
“The Canvas Working area” on page 23
Canvases should always be saved in the Canvas Folder in the Enfocus Data folder! If files need to be output on another location, use the File Copy Gateway.

Process Folder

Enfocus PitStop Automate User Guide 19
A Process Folder is a folder on a Canvas, connected to a Gateway. If a job is dropped on a Process Folder on the Canvas, the job will be processed by the Gateway application provided that this Gateway application is up and running (see Watchdog). By selecting a Gateway in the Gatewaybar, the link with the corresponding Process Folders on the Canvas is visualized by a gray arrow, called “tube”.
See also:
“Creating and Editing a workflow” on page 26
20
Chapter 3
Enfocus PitStop Automate User Guide 23
C h a p t e r 3 : The Canvas Working area

About this chapter

The Canvas is the working area of the Canvas Manager. On the Canvas, workflows can be defined or edited, files can be run, options and settings can be set, results can be seen etc. This chapter gives an overview on the Canvas Working area, and how to create and edit Canvases and workflows.

New Canvas

A new Canvas can be started in different ways :
To Create a new Canvas based on a Template:
Select New Canvas in the File menu of the Canvas Manager
Select one of the Enfocus templates. To create a completely new, empty Canvas, select the Empty Canvas template.
Define the name for the new Canvas. By default, this will be “New [template name]”. The Canvas will be saved in the “Canvases” folder in the Enfocus Data Folder (see “Enfocus Data” on page 16)
If necessary, add or remove Process Folders or change their Parameters
You can also start a new Canvas based on a Canvas that already existed on the same or on another computer, by restoring a .odcfg archive file:
Select New from Canvas Archive in the File menu of the Canvas Manager
Define the name for the new Canvas. The Canvas will be saved in the “Canvases” folder in the Enfocus Data Folder (see “Enfocus Data” on page 16)
Redefine the location of all external files, if necessary
If necessary, add or remove Process Folders or change their Parameters
The Canvas Archive can be used to reuse existing Canvases, or to move Canvases from one computer to another.
The Canvas Archive can be used to reuse existing Canvases, or to move Canvases from one computer to another, by creating a .odcfg file, using the Save Canvas
Archive function, and restoring it on another computer.
24

A Canvas example

A. Gateway B. Gateway Bar C. Process Folder D. Connection Tube E. Job in End Folder F. Job on Canvas G. Progress Bar H. Output Connection

Navigating through the Canvas

Zoom

Zooming can be done by using the zoom in and zoom out function in the view menu, using the zoom tools in the tool bar, or by dragging in the Canvas, holding the Command key. Dragging up or to the right will zoom in, dragging down or to the left zooms out. The Reset Zoom (in the view menu) returns to the default zoom factor.

Panning

The Canvas can be moved inside the window, by holding down the Command and the option key, and dragging. The same function can be used in the Gatewaybar

Open Settings

Command-Double clicking a Process Folder on the Canvas, will open the settings dialog. This can also be done from the contextual menu (control-click - Edit Settings)

Open Log

Option-Double clicking a Process or File Folder on the Canvas will open the corre­sponding Log file
Enfocus PitStop Automate User Guide 25

Open in Finder

Contextual Menus

Double-clicking a Process or File Folder on the Canvas will open the corresponding folder in the Finder.
By control-clicking any item on the Canvas, the contextual menu for that item opens. The contextual menus give access to a number of settings for the selected process or file folder : Settings, hiding or showing links, etc.
See also:
“Canvas Manager” on page 75
26

Creating and Editing a workflow

A workflow is built by connecting Process Folders in a logical order.

Creating a Process Folder

By dragging a Gateway from the Gatewaybar onto the Canvas area, a Process Folder is created.
A Process Folder is a part of a workflow that can process files. Process Folders can be renamed very easily, to represent exactly what it does.
When selecting a Gateway in the top part, all links to Process Folders are visualized by gray arrows, called “tubes”.
In the Gatewaybar, the default settings for the Gateways can be set. These settings will be applied when creating a new Process Folder.
See also:
“Preferences” on page 76
“Navigating through the Canvas” on page 25

Connecting Process Folders

The Canvas Area contains all defined Pro­cess Folders and jobs. Process Folders can be linked into a workflow, represented by green arrows called “tubes”.
Every Process Folder (except for End Fold­ers) has one or more outputs, repre­sented by green dots. The output from a Process Folder can be connected to another Process Folder:
Click the output dot you wish to connect
Drag it away from the Process Folder. A green tube will show.
Drag it on top of the Process Folder you wish to connect. The Process Folder will highlight.
Release the mouse button. The connection tube will now end in an arrow instead of a dot, showing that the connection is made.

End Folders

Enfocus PitStop Automate User Guide 27
If a job is in a Process Folder, selecting it will show the flow it followed in yellow
See also:
“Gateway” on page 18
“Process Folder” on page 19
End Folders can be renamed very easily on the Canvas. The corresponding End Folder in the Canvas Folder will be renamed as well.
To get the output file outside the Canvas, a File Copy can be used to copy the file to an external folder.

Failure Folder

Every Gateway has a Failure output, used in case the processing itself goes wrong (e.g. invalid configuration). For example, the PitStop Gateway will have 4 outputs:
success: preflighted, no warnings, no errors
warning: preflighted, warnings, no errors
error: preflighted, errors, possibly warnings,
failure: not preflighted: the file could not be processed
To set up a Failure folder:
Create a new End folder, and rename it “Failure Folder”
Hide the Incoming Connections using the contextual menu on the Failure Folder.
Apply Set Failure Folder in the same contextual menu
Switch on automatically link new folders in the contextual menu of the Canvas
If a new Process Folder is created after these steps, its failure output will automatically be connected to the Failure Folder
28

Gateways Overview

The components that can be used to build a workflow, the Gateways, can be divided in 3 types :

Workflow Gateways

The Gateways that define the handling of a job without changing it
Gateway What it does outputs
Receive Takes in jobs, either from a Hot Folder (an external folder in which files to be
processed can be dumped) or from a Virtual Printer.
Hold Stalls jobs, until a user either accepts or rejects it. Accept, Reject, and
Schedule Hold or release incoming jobs until a specified time or interval. Success and Failure
Route Allows to define the path a job will follow, based on a defined criteria, such as
file type, file name, ...
Send Mail Sends an e-mail notification if a file passes this Gateway. Files (e.g. Pitstop
Reports) can be attached
Success and Failure
Fai lure .
One for every criteria, one “No Match” and failure
Success and Failure

Process Gateways

The Gateways that actually change the job
Gateway What it does outputs
Distill Send files to the (external) Distiller application, which will convert PostScript files
into PDF files. This can be done using Watched Folders or using Apple Events
PitStop Checks a job to a PDF Profile or to apply an Action List Success, Warning, Error
Print Send the file to a printer or proofer on the network, or to save as PostScript. The
printers are to be defined in the Gateway itself.
Split Pages Splits a multipage PDF file into multiple single page documents Success (for the original
Generic Application Sends the job to be processed by any external hot folder based application, and
takes in the result from that application
Success and Failure
and Failure.
Success and Failure
PDF), Single Pages, Failure
Success and Failure
Enfocus PitStop Automate User Guide 29

File Management Gateways

The Gateways that handle moving, copying, deleting and archiving files.
Gateway What it does outputs
Archive Allows to move finished files to a central location. You can archive the complete
job, or only their Job Tickets.
Compress Compress the job or files belonging to the job, either in Stuffit or Zip mode. Success and Failure
Copy File Copies files from one location to another, in one of 3 ways :
1. duplicate a file inside job folder
2. bring an external file into the job folder
3. copy a file (e.g. output) to an external location.
Copy Job Duplicates the entire job, allowing to send the job through 2 different workflow
branches at once.
Delete File Delete one or multiple files from the Job Folder Success and Failure
FTP Lets you transfer files from the Job Folder over FTP. This can be used to send files
to a proofer or to a file server.
Rename Allows to rename one of the files in the Job Success and Failure

Configuration

The settings for every Process Folder (and also for jobs, see later) can be found by opening the Settings. These can be opened by command-double-clicking the Process Folder, by selecting the Process Folder, and click Edit Configuration in the Folders menu, or by control-clicking the Process Folder, and choose Edit Configuration in the contextual menu. It is user definable where settings are shown.
To make a setting visible on the Canvas :
Open the Configuration Dialog for the Process Folder
Control-click on the label of a Setting to open its contextual menu
Set it to On Canvas
Fai lure
Success and Failure
Original Job, Duplicate Job, and Failure
Success and Failure
30

Canvas List View

By clicking View - View as List, a list view of the selected Canvas is opened.
Job Determination
In the upper part of the list view, you can determine what jobs you would like to be visible, based on job name, status (info, warning, error or failure), start time, modifi­cation time, process state or Job Owner. Multiple conditions can be combined by clicking the + button. If multiple conditions are set, all conditions must be fulfilled for a job to show.
List
The List itself contains all Process Folders and Job Folders on the Canvas. Job folders inside a Process Folder can be shown by clicking the triangle next to the Process Folder. In the List, the name of the Job/Process Folder is shown, its state (Ok, warning, ...), its running state (Hold/running), its start time and modification time. By control clicking an item in the list, a contextual menu is opened, containing settings also found in the Icon view of a Canvas. Settings for connections (Hide Incoming Links, Set Failure Folder, ...) are not available in List View.
Chapter 4
Enfocus PitStop Automate User Guide 33
C h a p t e r 4 : Processing Jobs

About this Chapter

This Chapter shows how to handle files in an Pitstop Automate system, either through hot folders or on the Canvas itself. It also explains the naming conventions, i.e. the use of file tags, wildcards and file name patterns.

In this Chapter

“Bringing Jobs into a workflow” on page 34
“Job Settings” on page 35
“Naming Conventions” on page 36
34

Bringing Jobs into a workflow

A job can be brought into a Canvas and run through a workflow in different ways:
You can drag and drop one or more files from the Finder onto the Canvas : a job folder and JDF are created, and the job is displayed on the Canvas, from where you can drop it on any Process Folder.
You can drag and drop one or more files from the Finder directly on a Process Folder. A job folder and JDF are created, and the job is run through the workflow it was dropped on.
A file can be dropped in the defined hot folder of a Receive Gateway. The Receive Gateway is the only Gateway that can have an external (i.e. not in the Canvas folder) hot folder, to be defined in the configuration of the Receive Gateway. When a file is dropped in the hot folder, a job folder and JDF will be created, and the file will be run through the workflow.

Creating a hot folder for a workflow

To create a hot folder for a workflow :
Create the folder you want to use as hot folder. Make sure it is on a volume mounted on the server.
In the Canvas Manager, create a Process Folder for the Receive Gateway by drag­ging it from the Gatewaybar onto the Canvas Area.
Open the Settings of the Receive Process Folder by double-clicking it.
Define the location of the earlier defined folder using the browse button next to Hot folder.
If the hot folder should take folders as one job, set the input mode to Folder is Job. If it should take in single files, set input mode to Individual Files.
If the hot folder should take in folders, define the name of the file to be used as “Main File”. Wildcards can be used in this expression.
See also:
“Receive” on page 42
“Naming Conventions” on page 36

Job Settings

Viewing the settings used for a job

When a job was run through some Gateways, opening the configuration of the job (double-click it, or choose Edit Configuration in the contextual menu) will show all settings of every Gateway the file went through.

Add Process Folder settings to a Job

It is possible to add the settings for a Process Folder to the settings of the job. In that way, the settings for the job can be defined before it is run through the Process Folder, and the job can use settings other than the default settings defined in the Process Folder.
Make sure the job is on the Canvas (by dragging it from the Finder onto the Can­vas).
Option-drag the Process Folder for which you want to make different settings onto the job
Open the settings for the job (by double-clicking or using the Contextual Menu)
Make the appropriate changes
Run the job through the process folder or the workflow
Enfocus PitStop Automate User Guide 35

Copying settings from one Process Folder to another

By option-dragging a Process Folder on another Process Folder, you can copy the settings from one Process Folder to another one. Of course, this can only be used on Process Folders of the same type.
36

Naming Conventions

File tag

A file tag is a tag attached to a file to indicate its function for the job. In a job folder, the original file has by default a file tag Main. Output files from Gateways can have different file tags, e.g. the report of a PitStop Gateway can be placed in the jobfolder as well, and can be tagged “PitStop Report”.
All these tags can be defined in the Gateway they are generated in. Custom file tags can be used (e.g. you can use “Base” instead of “Main” for the main file) and are specific for each workflow.
Most Gateways process the main file, however some Gateways, such as e-mail, compress, etc., can be executed on another file in the job folder, based on its file tag.
The default file tags are :
Main The main file and in most cases, the input file for the workflow
Report The Report generated by the PitStop Gateway, containing the
Archive The Archive created by the Compress Gateway
CopiedFile The file copied by the Copy File Gateway
OriginalPS The PostScript file run through the Distiller Gateway.
PostScriptPrintFile The PostScript file generated by the Print Gateway if Save As Post-
preflighting information
Script is selected.

Wildcards

See also:
“Archive” on page 59
“Compress” on page 56
“Copy File” on page 49
“Expand” on page 43
“FTP” on page 57
“Send Mail” on page 58
In file names, the “*” can be used as a wild cards, e.g. to select a file based on a part of the filename. Regular Expressions can also be used. Regular Expression is a more elaborate way of defining wildcards. More info can be found on the Internet

File Name Patterns

Enfocus PitStop Automate User Guide 37
Whenever a File Name needs to be defined in the settings of a Gateway, the File Name Template is used. The File Name Template uses building blocks, of which the resulting File Name will be composed.
Fixed Text
When Fixed Text is chosen, a text input field becomes available. This text will be placed unmodified in the file name.
Input (Full) File Name
The File Name of the processed file (mostly the Main File) can be used. You can choose to use the Input File Name (without extensions), the Input Full File Name (including extensions), or the Input File Extensions (only the extension).
Date & Time
You can enter the Current Time, or the Input File Modification Time : the date when the last change was made to the input file. The Format will be Day Month Date hours_minutes_seconds Year. E.g. : Mon Oct 4 14_39_27 2004.
New line
This enters a line break. This can not be used in File Names, but can be very usefull when defining the body of an email notification.
Truncate
The Truncate function allows to take a number of characters out of a file name, or whatever is in between the brackets.
The Truncate function itself contains an open bracket, “ Truncate( “ The Truncate func­tion needs to be closed by an ending bracket, “)”. All other File Name Template options can be used in between the brackets. The resulting file name will be truncated by the Truncate function. The first field after the truncate defines where the truncating will be done : left, center or right, means the file will be truncated at the left side, in the center or at the right side. The second field defines how many characters need to be kept. The Third field can contain any text. Pitstop Automate will then overwrite the truncated part by these characters, starting at the defined direction (left, center or right).
CharactersOf
The CharactersOf function works in a simular way as the Truncate function : it takes a part of whatever is in between the brackets, and should be closed by a “)”.
In the CharactersOf function, both fields need to be entered. The first field defines the starting character, the second defines the last character to be kept.
When entering a negative value, counting is done from right to left i.o. left to right.
E.g. -4 in “filename” will be the “n”.
38
If the first value is not on the left side of the last value, an error will be generated. E.g. values 6 and 2 are not allowed, in any case. Values -2 and -6 are not allowed in any case. Values 8 and -4 will give an error for filenames shorter than 12 characters.
EXAMPLES TRUNCATE / CHARACTERSOF
In the Examples below, the original filename is 123456789filename
File Name Template Result Note
Truncate( left 10 Input File Name
)
Truncate( right 5 Input File Name )
Truncate( center 8 Input File Name )
Truncate( left 10 abcd Input File Name
)
Truncate( center 8 abcd Input File Name
)
CharactersOf( 3 8 Input File Name
)
CharactersOf( 3 -5 Input File Name
)
89filename Truncating on the left side
Last 10 char. are kept
12345 Truncating on the right side
5 characters are kept
1234name Truncating in center
8 characters are kept
abcdlename same as ex. 1
first 4 characters overwritten by abcd
12abcdme same as ex. 3
center 4 char. overwritten by abcd
345678 from char 3 to char 8
3456789file from char 3 to char -5
(char -5, the “e”, is included)
Chapter 5
Enfocus PitStop Automate User Guide 41
C h a p t e r 5 : Gateways

About this Chapter

This Chapter shows the settings of all individual workflow Components. These are split up in 3 kinds: workflow Gateways, defining how a file is run through a workflow; Process Gateways, which actually process the file, and File Gateways, which allows the handling of files (copy, archive, FTP,...)

In this Chapter

“Receive” on page 42
“Expand” on page 43
“Route” on page 44
“Distill” on page 46
“PitStop” on page 47
“Copy Job” on page 48
“Rename” on page 48
“Copy File” on page 49
“Split Pages” on page 50
“Generic Application” on page 51
“Schedule” on page 52
“Hold” on page 53
“Print” on page 54
“Compress” on page 56
“FTP” on page 57
“Send Mail” on page 58
“Archive” on page 59
“Delete File” on page 60
“End” on page 60
“Run AppleScript” on page 61
42

Receive

Settings

The Receive Gateway defines the input to workflows, by defining Hot Folders. The Receive Gateway can take single files from a Hot Folder, or complete Job folders.
The Procedures on how to create a Hot Folder for a workflow can be found in “Bringing
Jobs into a workflow” on page 34
Hot Folder
The location of the Hot Folder. The Arrow button opens a browse dialog, allowing to select the Hot Folder. The cross button allows to remove a selected path.
Polling Interval
The Polling Interval defines how often (every x seconds) the Hot Folder is checked for new entries.
Settling Time
The Settling Time is the time the Gateway waits after a file has been copied or moved into the Hot Folder, before moving it. This is to avoid a file being moved before the original save or copy is completely finished. The Settling Time will start once the file size and modification time stop changing.
Remove Empty Folders (Individual Files only)
This setting allows to define if empty folders should be removed from the Hot Folder.
Set Job Owner Mode
This allows to define when the Job Owner should be changed : Never (Don’t Set), if no Job Owner was defined (Set If Empty), or regardless of the situation before (Set Always)
New Job Owner
The New Job Owner to be set if Job Owner has to be changed according to the Set Job Owner Mode (see above).
Job Priority
This allows to change the Priority of the job. The range is 1-9. Don’t Change means the priority is unmodified.

Expand

Enfocus PitStop Automate User Guide 43
The Expand Gateway expands a selected archive file.
The Archive file to be expanded, selected by its file tag.
See also:
“Naming Conventions” on page 36
Select File(s) to Extract
In order to extract specific file(s) from the archive, the name(s) can be entered. Wild­cards such as * can be used. Default is set to *, meaning all files from the archive will be used.
Select Main File
The Select Main File will define what file gets the Main tag, thus should be processed by the following Gateways. The Gateway generates an error if the extracted files do not contain exactly one file that matches with the Select Main File name.
44

Route

Exact Match

The Route Gateway allows to define what path Jobs need to follow, based on a set criteria. A file matching a criteria goes to the corresponding output. If it doesn’t match, it goes to the No Match output
If Match Mode is set to Exact Match, multiple criteria can be entered, each having their own output.
This can be used for selecting by File Name, File Type, Job Owner, Status, Certify and Page Orientation
File Name
File Name allows to select based on the name of the file. The File Name Pattern allows
to modify (truncate, ...) the filename before comparing it to the Criteria. See “Naming
Conventions” on page 36
File Type
File Type allows to select based on the type of the file, defined using Mime type. More
information on Mime types can be found on the internet. The Mime type of a file can be found using the File Information function, in General Information next to Kind.
Job Owner
Allows to select based on the Job Owner.
Status
Allows to select based on the Job Status (OK, Failure, ...)
Certified
Allows to select based on the profile the incoming file was certified with. For the Criteria, profiles can be selected using the browse button. If a file is not certified, or certified with another profile, it will go to the Error output.
Page Orientation
Allows to select based on the orientation of the pages. If Page orientation is selected, the Criteria contains a dropdown menu allowing to set to Portrait or Landscape.

No Exact Match

Enfocus PitStop Automate User Guide 45
Wildcarding
This allows to define if Wildcards and/ore multiple criteria leading to the same output, are possible.
None : one criteria leads to 1 output, no wildcards can be used.
Comma Separated List : multiple criteria can be set in the same line.
Simple Wildcard : the “*” can be used as a wildcard.
RegularExpression : Regular Expressions can be used. Regular Expression is a more elaborate way of defining wildcards. More info can be found on the Internet
Less than, Less or Equal, More than, More or Equal can only be used for numbers, i.e. for Test Type set to No of Pages, No of Separations, Page Size or File Size. Only 1 criteria is allowed : either the job matches and go through the output, or it doesn’t, and get sent to the Error output.
46

Distill

Using AppleEvents

The Distill Gateway allows to send files through the (external) Distiller. This can be done in 2 ways : either by AppleEvents, or using Distiller's Watched Folders. The advantage of using the AppleEvents way, is that Distiller gets started automatically. However, as using AppleEvents can cause unexpected behavior, we recommend to use Watched Folders.
Please note that the Distill Gateway drives an external Distiller application. You need a licensed Distiller application on your system.
We encourage users to use Distiller 6 (or later) though Adobe Distiller 5 is supported. Minor issues can arise when using Distiller 5 :
- File names longer than 28 characters are not supported by Distiller 5, and will lead to
errors
- Non-Roman file names not supported by Distiller 5 with PitStop Automate.
- Starting Distiller 5 (in Classic OS9) sometimes fails due to OS latencies.

Using Watched Folders

General Settings

When using AppleEvents, by default, the Global Parameters will be used (see “Edit
Global Parameters” on page 82). An icon next to the parameter will indicate that these
Global Parameters are used, and the settings (Distiller Application, Time Out, ...) are greyed out. From the contextual menu (control-click) on the icon or the parameter itself, you can open the Global Parameters dialog. In the contextual menu of the Distiller application parameter, you can switch Use Local Setting on. In that case you can overwrite the Global Parameters by the settings in the Process Folder Parameters.
When using Watched Folders, the Watched Folders option should be on, and the loca­tion of the Watched Folders as set in Distiller needs to be defined. The settings to be used are included in the Watched Folders.
If the Keep Original PS File option is checked, the original PS file will be kept in the Job Folder. This is not influenced by the option PostScript File is Deleted or Moved to “Out” folder in the Watched Folder settings in the Acrobat Distiller application. The Original PS File can get a separate file tag, as the PDF file will be the Main file.
To avoid problems, the PDF File Name should be set to Input File Name and fixed
text:.PDF as this is the file Adobe Distiller creates, and the Distill Gateway looks
for.

PitStop

Actions

PDF Profile

Enfocus PitStop Automate User Guide 47
This Gateway uses the Enfocus PitStop library to detect problems in PDF files, and/or correct problems in the PDF files. This is defined using PDF Profiles and Action Lists. For more info, see “Preflighting and Checking PDF Documents” on page 65
Location of the Enfocus Action List files (.eal) that have to be executed on the file. If this field is left blank, no Actions will be performed.
Multiple Action Lists can be set using the + button. The Action Lists will be executed in the order they are set in the list.
If one or more Action lists are used in combination with a PDF Profile, the Action lists will be executed BEFORE checking the file to the PDF Profile
Location of the PDF Profile that has to be used to check the file. If this field is left blank, no PDF Profile will be used.
This should be a .ppp file. These files can be exported from the Enfocus PDF Profile Control Panel

Change Status to Success

Certified

If this setting is switched on, a “successful” Pitstop will change the status of the Job to Success, even if it had a status Warning or Error from earlier Gateways. This is to avoid that files with an Error State from previous Gateways would go to the Error output of the PitStop Gateway, even though PitStop was successful.
Using the Certified Status dropdown, you can define the Certified Status of the file after being processed. If set to Leave Unchanged, the Certified Status will not change : if it was a Certified file, it will remain Certified, if it was not Certified, it will remain not Certified.
When set to Make Certified, the file will be a Certified PDF, and the used profile will be included in the file, along with its status. The Certified User, Email, Phone, Fax and Comment info will also be included.
When set to Make UnCertified, the file will no longer be Certified.
48

Copy Job

Rename

This Gateway duplicates the job, so that it can be sent through 2 different workflow branches at the same time.
This Gateway allows to rename one of the files in the Job. The file to be renamed is defined by the File Tag.
See also:
“Naming Conventions” on page 36

Copy File

Copy and Rename

Insert into workflow

Copy to New Location

Enfocus PitStop Automate User Guide 49
The Copy File Gateway allows to copy a file, based on file tag, to an external folder, or to copy an external file into the Job Folder. There are different modes for copying.
This will copy the files defined by the File To Copy tag and the Select Files option, into the jobfolder itself, using the Copied File name.
This can be used to copy an external file into the Job Folder. The file to be copied is defined by the External Folder and the External File Name. The file inserted into the workflow will be renamed to the name defined in the Copied File Name. To preserve the external file name, keep the Copied File Name at Fixed Text and leave the input field empty
This will copy the selected file(s) in the defined External Folder. The name of the file is defined by the Copied File Name field. By setting it to Input Full File Name, its original name can be used.

Back To Original

Select Files

If a job was dropped directly on the Canvas, or if an alias is put in a Hot folder, Pitstop Automate remembers the original location of the file. The Back To Original option allows to copy back to this original location, e.g. to overwrite the original file after modifying it.
If the Select Files is set to Job File, only the file defined by the File To Copy tag will be copied. If it is set to All Job Files, all files in the Job Folder, created by a Gateway and thus referenced in the ticket, will be copied. In most cases this will be all files in the Job Folder except for the ticket and files added to the Job Folder manually. If it is set to
All Files, all files in the Job Folder will be copied, regardless of their origin. If set to Additional Files Only, only the files defined in the Additional Files List will be copied
See also:
“Naming Conventions” on page 36
50

Split Pages

Split Mode For Lists

New Name Pattern

The Split Pages Gateway converts a multipage PDF file into single page PDF files, and a RunList containing the references to all single page PDF files. If the input is a Runlist or Joblist, this List will be split into individual pages or in its original components, each of them as a separate job.
If the file to be split is a List, there are two Modes available. Split Pages means the List will be split into separate individual pages. Split Lists means the List will be split into its components.
The New Name Pattern allows to set the name for the split files. The File Name Pattern contains two extra components: the Page Label, being the page name as included in the PDF document, and the Wide Page Label, being the Page Label, but prefixed by a number of zero’s, to have a number with a fixed length.

Connections

The first connection is the output of the RunList, the second is the output of the single page PDF document’s. The third is the Failure Output.

Generic Application

The Generic Application Gateway can be used to drive any 3rd party application that uses Hot Folders for automation. Setup of this Gateway will depend of the setup of the 3rd party application.

Check If Output File Is Ready

If the checkbox is off, the Gateway will assume the Output file of the generic applica­tion is ready from the moment it’s available. This might cause errors if the file becomes available before the generic application finishes creating it. If the checkbox is on, the Gateway will repeat checking until the file is stable, i.e. if the file is no longer write-protected, or if the Modification Time no longer changes.

Application Deletes Original Files

Defines if the original input file is deleted after being processed or not. This avoids Pitstop Automate looking for a file that was deleted by running it through an external application. It does NOT influence the behavior of the external application!
Enfocus PitStop Automate User Guide 51

Hot Folder / Output

Allows to define the location of the Hot Folder and the Output folder of the generic ap­plication.

Output File Name

Defines the name Pitstop Automate will look for as “Processed File”. It should match the name as written by the External Application.

Success Folder / Success File Name / Error Folder / Error File Name

If the used generic application doesn’t move succeeded or errored files in a separate folder, leave this section empty. If a different location and name is used for successfully processed files or Error files, set up the correct location and file names here.
52

Schedule

This Gateway will hold or release incoming jobs until a specified time or interval. During that “active period” files will be released to the scheduled Gateway. If the following Gateway is processing a file, the next files will be held until the Process Folder is idle.

Hold

Hold is a folder in which files can be stored, waiting for approval. Files can be moved manually through an Accept Path or a Reject Path.

Message / Accept / Reject Text

The Message is a line of information shown for the operator who has to accept or reject. The Accept and Reject text will be displayed as the two options. If left blank, the Accept text will be Accept and the Reject text will be Reject.

Set Status To

If the Accept path is chosen, the status will be set to the Set Status To value. If the status is better than the Set Status To value, it will remain unchanged. If it is set to Don’t Modify, the status remains unchanged.
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54

Print

Defining a Printer Queue

The Print Gateway allows to send a file, either as PDF or as PostScript, to a Printer Queue. In the Print Gateway, multiple Printer Queues can be defined.
To print a file from PitStop Automate:
Go to the Print Gateway on the Server
Create a Printer Queue (Add Printer)
Set the Printer Setup and Page Setup to be used
Go to the Canvas Manager, add a Print Process Folder
Set the name of the Printer Queue in the configurations
A Printer Queue is defined in the Print Gateway on the server. It combines the selection of the Printer, and Printer Setup and Page setup settings.
To add or edit a Printer Queue :
Go to the Printers menu in the Print Gateway on the Server
Select Add Printer or select the Printer Queue you want to change, and click Edit
Current Printer
Set or change the name for the Printer Queue.
Set or change Page Setup
Set or change Printer Setup
Select the available page sizes
click the Change button

Setting the Print Process Folder

The most important setting in the Print Process Folder, is the Printer Name. This should be identical to the name of an earlier defined Printer Queue, and thus set the selection of the Printer, the Page Setup and Printer Setup
Layout settings
Print Layout : Defines the positioning of the file on the page size for the Printer Queue.
Bounding Box : the PageBox defining the area to be printed.
Enfocus PitStop Automate User Guide 55
Auto Select Paper Size: This makes the printer choose the minimum paper size that holds the entire job, from the sizes defined in the Paper sizes available for Auto Select in the Gateway settings. First a paper size for which no scaling is necessary will be searched. If the option Rotate To Fit is on, also rotation is considered.
Use Page Size In Job: If the PDF document contains a defined Page Size, this paper size will be used.
Save As PostScript
If the Save As PostScript option is on, the file will not be printed, but will be saved as a PS file alongside the original file in the Job Folder, using the PostScript Filename and PostScript Tag.
If set, the AWS Pacifier is used to create PS from a PDF file. This Pacifier only accepts PDF
1.3, so PDF 1.4 and 1.5 will be flattened first (by the Print Gateway).
Separations and Colors
•If the Separate option is on, composite files will be separated first. If the setting is off, composite files are sent unmodified. Separated files will always be sent unmodified.
Page Sorting defines the sequence of pages when separating a multipage file. If set to Separations First, the file will start with all separations of the first page, then all separations of the second, etc. If set to Pages First, the file will start with all pages in the first separation, then all pages in the second separation, etc.
Include / Exclude Separations allows to define names of separations that have to be included or excluded. If separations are set to be Included, all other separa­tions will be excluded, regardless of the setting of the Exclude fields. Include Separation and Exclude Separation can take the * sign as wildcard.
56

Compress

Archive Name

Archive Tag Name

Delete Added Files

Compress allows to create a StuffIt or Zip archive of the selected files.
Allows to define the name of the Archive to be saved. The name is defined using the File Name Template.
Defines the Tag for the newly created archive file. If the Delete Added File Tag is on, the Tag for the Archive will be Main.
If the Delete Added Files checkbox is on, files added to the archive will be deleted from the Job Folder after archiving. In case the Main file is added and deleted, the Archive file will become the main file.

Select Files

If the Select Files is set to Job File, only the file defined by the File To Compress tag will be compressed. If it is set to All Job Files, all files in the Job Folder, created by a Gateway and thus referenced in the ticket, will be added to the archive. In most cases this will be all files in the Job Folder except for the ticket and files added to the Job Folder manually. If it is set to All Files, all files in the Job Folder will be archived, regardless of their origin. If set to Additional Files Only, only the files defined in the
Additional Files List will be added to the archive.
See also:
“Naming Conventions” on page 36
FTP
The FTP Gateway allows to send files to a remote location using FTP protocol.

IP Address, UserName, Password, Destination Path

Settings for the FTP server to send to. The protocol (ftp://) doesn’t need to be added to the IP address. The Destination Path is a relative path, starting at the User Folder, and should end by a /.

UsePassiveMode

When using active mode, the connection between data ports (opening the data connection) is done from the server side. For some firewalls, this is prohibited, thus the Gateway will fail, and the file will be sent to the Failure output. In that case, passive mode can be chosen, meaning both command and data connection is established from the client side.
Enfocus PitStop Automate User Guide 57

Select Files

If set to Job File, only the file set in File To FTP tag will be sent. If set to All Job Files, all files in the Job Folder, created by a Gateway and referenced in the ticket, will be sent. If set to All Files, all files in the Job Folder will be sent. If set to Additional Files Only, only the files defined in the Additional Files List will be sent.
See also:
“Naming Conventions” on page 36
58

Send Mail

An automatically generated e-mail message can be sent through a Mail server, with attachment as defined, based on file tag. The Gateway determines its own IP address, and uses SMTP port 25.
By default, the Global Parameters will be used for the Mail Server address, user name and password (see “Edit Global Parameters” on page 82). An icon next to the parameter will indicate that these Global Parameters are used, and the settings (Server, User name, Password) are greyed out. From the contextual menu (control-click) on the icon or the parameter itself, you can open the Global Parameters dialog.. In the contextual menu of the Mail Server parameter, you can switch Use Local Setting on. In that case you can overwrite the Global Parameters by the settings in the Process Folder Parame­ters.

Sending a PitStop Report by E-mail

By entering the file tag(s), the corresponding file(s) can be attached to the e-mail message. This can be used to send a PitStop Report by E-mail
connect a Send Mail Gateway after the PitStop Gateway, either to all outputs, or only to the Warning/Error outputs if you don’t want to send an e-mail if the job was found to be ok
make all settings in the Send Mail Gateway: message, To address etc.
Set the PitStop Report file tag as file to be attached
See also:
“Naming Conventions” on page 36
“Interpreting preflight reports” on page 72

Archive

Purge Mode

Archive Mode

Enfocus PitStop Automate User Guide 59
The Archive Gateway will allow you to purge jobs from a Canvas and/or Archive jobs on a file server. As it occurs at the end of a workflow, the Archive Process Folder has only one output, a Failure Output.
The Purge Mode defines how and when jobs are archived and purged. The options are
Immediately, Delayed (set in Purge Time Limit in hours and minutes) or on Volume Percentage Limit (percentage full for a disk). This Volume Percentage Limit can be set in
the Gateway Preferences. Note that the Volume Percentage Limit option in the configu­ration can only be used for the volume the Server software is running on.
This will allow you to archive your jobs on a central file server. There are three options here.
None, which will not Archive anything, but will remove the job completely from the Canvas.
Save Job Centrally, which will allow you to archive the Job Folder with all files on the central server. The path where these archives will be stored is specified in the preferences (see below).
Save Ticket Centrally, which will do exactly the same, but will only archive the ticket of a job.

Archiving Settings

When Archiving a Job or a ticket, it will be stored in the Default Job Archive as defined in the preferences of the Archive Gateway. A folder will be created for every job, using the defined Folder Name.
The Divide Subfolders option allows you to create subfolders in your Archive folder. If set to never, all archives will be directly in the Archive folder. It is possible to have a new subfolder created every day, every week or every month. This can facilitate orga­nizing and relocating archives based on date.
The Compress option defines if the archived job should be compressed or not. When switched off, the files will be archived in a folder 'Unstuffed_Archive' within the Default
job Archive in a folder with the job name.
See also:
“Naming Conventions” on page 36
60

Delete File

End
This Gateway allows to delete one or more files from the Job. The file(s) to be deleted can be defined using the File tag.
See also:
“File tag” on page 36
The End Gateway is actually an End folder : no further processing is done.

Run AppleScript

The Run AppleScript Gateway allows to execute an applescript. This allows to perform programmable Gateways, or to drive any 3rd party software that can be controlled using apple events. Using Apple Script i.o. Hot Folders gives better feedback and contro­lability.

Output Name

The Output name (i.e. the name given to the Output File by the AppleScript) can be de­fined here.

Parameter

When running a script that uses a parameter, this parameter can be entered here, and will simply be passed on to the AppleScript. If the AppleScript does not use a parameter, this field should be left blank.

Rename Main Tag To Output Name

If this option is on, the Output file (with the Output Name) will get the Main tag i.o. the original file.
Enfocus PitStop Automate User Guide 61

Original File Handling

This defines how the AppleScript treats the file, and allows to take the processed file back into the workflow:
If the AppleScript deletes the input file and saves a new file, set to Save As and define the new name in Output Name.
If the AppleScript overwrites the original input file, set to Overwrite.
If the AppleScript keeps the original input file and creates a new file, set to Save A Copy As and define the new file name in Output Name.
If the AppleScript doesn’t change the input file nor create a new file, set to Do Not Modify.
The Settings in the AppleScript Gateway should be set based on the AppleScript. The settings do NOT change the AppleScript.
62
Chapter 6
Enfocus PitStop Automate User Guide 65
C h a p t e r 6 : Preflighting and Checking PDF Documents

About this chapter

Enfocus PitStop Automate enables you to conveniently preflight your PDF documents before you output them, either on screen or in printed form. You can easily create and manage PDF Profiles and see whether the incoming properties of your PDF documents match the properties as specified in the respective PDF Profile. The result of this preflight is presented in a preflight report.
You can find the Enfocus PDF Profile control panel in the View Menu of the Canvas Manager. At the same place, you can find the Enfocus Action List Control Panel, which allows to make corrections to the PDF documents.
PDF Profiles and Action lists can be used in the PitStop Gateway.

In this Chapter

“What is preflighting?” on page 66
“Properties of PDF documents” on page 69
“Problem reporting” on page 70
“Creating a PDF Profile” on page 71
“Interpreting preflight reports” on page 72
66

What is preflighting?

Preflighting defined

Preflighting is a term derived from the airline industry. The pilot has the responsibility to determine the airworthiness of the aircraft before take-off. This means that he or she has to perform a number of checks prior to each flight.
Preflighting PDF documents basically means the same thing: the “pilot in command”, i.e. the person who creates or processes a PDF document, has to make sure that the document is “airworthy”, or rather, “
“Outputworthy” means that the PDF document is “fit for use”, for example:
That a PDF document to be printed on a four-color printing press contains only
That a PDF document intended for online viewing contains only RGB images
Moreover, properties of a PDF document which do not meet the requirements of the preflight check can be reported as an “error” and fixed in the same process.

PDF Profiles

To preflight PDF documents, you use PDF Profiles. A PDF Profile is a collection of criteria which a PDF document should meet to be outputworthy. For each criterion, you can specify:
If it should be checked or not
How it should be listed in the preflight report, i.e. “Warning” or “Error” if a devi-
Moreover, some criteria allow you to specify how detected problems, if any, should be fixed.
An example of a criterion is RGB colors. If you do not want RGB colors in your PDF docu­ments, you can check this and have all RGB colors converted to CMYK.
outputworthy
CMYK images and that all the necessary fonts are included
ating property is detected in the PDF document
”, before sending it for output.
See also:
“Creating a PDF Profile” on page 71

Preflighting mechanism

Certified

Enfocus PitStop Automate User Guide 67
To preflight a PDF file, you need to have a PDF Profile, containing all criteria you want to preflight your PDF documents with. If you don’t have a PDF Profile yet, you can create one using the Enfocus PDF Profile Editor, and export it to a .ppp file. This .ppp file can then be used in the PitStop Gateway (see “PitStop” on page 47)/
When PDF documents are processed by the PitStop Process Folder, the PDF documents will be checked and possibly be corrected according to the specifications in the PDF Profile. A Report stating the results of this preflight will be generated.
See also:
“Creating a PDF Profile” on page 71
“PitStop” on page 47
What is Certified ?
Certified PDF is a PDF workflow concept developed by Enfocus Software based on customer requests and feedback from industry experts. The Certified PDF concept has been designed to address three fundamental issues faced by the majority of users implementing a PDF workflow :
How to guarantee that a PDF document was successfully preflighted with a specific PDF Profile
How to maintain consistency between the source document(s) and the PDF docu­ment when changes can be applied to the PDF document throughout the work­flow
How to minimize risk and responsibility when changing a customer’s PDF docu­ment before final output.
Preflighting in a Certified PDF workflow
A Certified PDF workflow supports the preflight process by:
Offering the PDF document provider a simple and streamlined way to preflight a PDF document with a PDF Profile supplied by the PDF document recipient
Including the PDF Profile and the corresponding preflight report in the PDF docu­ment. This way there can be no doubt about the preflight status of the PDF docu­ment.
Offering a straightforward user interface that enables the recipient of the PDF document to verify that the document has been successfully preflighted with a PDF profile he or she provided
68
PDF editing and responsibilities
The Certified PDF workflow settles responsibility issues by:
Providing a detailed log file of all the changes made to a PDF document
Keeping track of the PDF editing process, i.e. who applied which change and when
Implementing a robust roll-back mechanism, which, if you wish, allows to easily return to a previously saved state of your PDF document
Certified Workflow in Pitstop Automate
The PitStop Gateway can change the Certified PDF status after preflighting. See “PitStop”
on page 47
It is also possible to use the Certified PDF status as a criteria in the Route Gateway : see
“Route” on page 44

Properties of PDF documents

Groups of properties

The Enfocus PDF Profile Editor gives you access to, and control over, a large number of properties in PDF documents. These properties have been subdivided into a number of categories and are represented as such in the Enfocus PDF Profile Editor.
A preflight check verifies and fixes these properties of a PDF document. The categories in the PDF Profile Editor relate to the following properties of a PDF document, which are verified and possibly fixed through a preflight:
The document’s digital format
•Security
•Pages
•Fonts
Color
•Images
•OPI
•Text
•Line art
•Transparency
Annotations
Metadata
•PDF/X
Enfocus PitStop Automate User Guide 69
70

Problem reporting

Problem severity levels defined

If any of the properties in a PDF document don’t comply with the settings as specified in the PDF Profile, they will be logged in the preflight report. You can select how these deviations should be reported:
•AsInformation
•AsError
These two labels indicate severity levels of the detected “problem”. If a property does not comply, you can define how severe the detected problem is:
You can label deviating properties as “Information” if it is not a real problem in the strict sense of the word, but just something you would like to be informed about.
You can label deviating properties as “Error” if you really want them to be as specified in the PDF Profile before you send them to output.

Problem severity levels: example

Suppose that some of the PDF documents you work with contain RGB colors. First, you want to print them on a black and white output device, such as a laser printer, for proofing purposes. In that case, RGB colors are not really a problem. However, you would like to know which PDF documents contain objects in RGB color, because at a later stage, you might want to print these documents on a color press. You could then use two different PDF Profiles to preflight these PDF documents:
A PDF Profile for the laser printer, which reports RGB colors as “Information”
A PDF Profile for the color press, which reports RGB colors as “Error”
See also:
“Creating a PDF Profile” on page 71
“PitStop” on page 47

Creating a PDF Profile

Enfocus PDF Profile Control Panel

The Enfocus PDF Profile Control Panel allows to manage PDF Profiles in the PDF Profile Database. Every PDF Profile is shown by its Name, Author and Company.
It will contain a number of predefined PDF Profiles. Rather than creating PDF Profiles from scratch, you can create your own PDF Profiles based on these predefined PDF Profiles.
New PDF Profile
A new PDF Profile to be created is based on a template. Choose empty if you want to start from scratch.
Edit
When Editing is selected, the Enfocus PDF Profile Editor window is opened, to edit the selected PDF Profile.
Import a PDF Profile
Importing a .ppp file will make the PDF Profile available in the Enfocus PDF Profile Control Panel for managing and editing.
Export a PDF Profile
Exporting a PDF Profile into a .ppp file is necessary in order to use the PDF Profile in the PitStop Gateway. A browse dialog will open to define name and location
a PDF Profile needs to be exported to a .ppp file in order to be used in the PitStop Gateway !
Enfocus PitStop Automate User Guide 71

Defining a PDF Profile in the Enfocus PDF Profile Editor

Creating a PDF Profile implies that you specify all the properties which have to be checked, reported and, if necessary, fixed. To do this, you use the Enfocus PDF Profile Editor.
To use the Enfocus PDF Profile Editor:
Click a problem category in the list.
Select the Enable category check box.
Select one or more properties or potential problems to check.
Specify how to fix the problem, if necessary.
Select how the detected problem should be listed in the preflight report: Informa­tion or Error.
Repeat steps 1 through 5 for each potential problem you wish to check and fix.
Click OK.
72

Interpreting preflight reports

The report generated by PitStop Automate is a PDF document that consists of the following chapters:
Chapter Contents
Errors & Warnings (potential) problems according to the
selected PDF Profile
General File Infor­mation
Font Information all fonts used in the PDF document,
Color Information all color spaces (RGB, CMYK, etc.) used in
Image Information all images in the PDF document, along
OPI Information OPI usage in the PDF document
The first chapter is by far the most important one, because it warns you if your PDF document does not comply with the settings you specified in the PDF Profile (and, consequently, may not output correctly).
See also:
“Creating a PDF Profile” on page 71
“PitStop” on page 47
“Sending a PitStop Report by E-mail” on page 58
information about the current PDF docu­ment, such as title, author, PDF Profile used, data format, etc.
along with their attributes (type of font, embedded or subset, etc.)
the PDF document, with additional information where required
with additional information (e.g. phys­ical and effective resolution, page, angle, custom color functions, etc.)
Chapter 7
Enfocus PitStop Automate User Guide 75
C h a p t e r 7 : Canvas Manager

About this chapter

This Chapter gives a detailed overview of all functions in the Canvas Manager, the User Interface to define and manage Canvases and their files.

In this Chapter

“Preferences” on page 76
“File Menu” on page 77
“Edit Menu” on page 79
“View Menu” on page 80
“Folder” on page 81
“Contextual Menus” on page 83
“Toolbar / Shortcut overview” on page 85
76

Preferences

Distance Units

Resolution Units

User Name

Copy Gatewaybar

The Preferences can be opened in the Canvas Manager Menu, or by the shortcut Command -, (comma).
The units to be used for traps, sizes, etc. This can be Millimeter, Point or Inches.
The units to be used for resolutions
This can be Pixels Per Millimeter or Pixels Per Inch.
The User Name can be entered here. This can be used in the List View, or in the Route Gateway
The Gatewaybar, the part of the Canvas on top, containing the available Gateways, can be remodelled: Gateways can be moved and ordered, or removed from the Gatewaybar. When clicking the Copy Gatewaybar, the layout and contents of the Gatewaybar of the active Canvas will be copied into the ticket of the Canvas Manager, and all new Canvases will use the same Gatewaybar.
When holding down the option key while clicking the Copy Gatewaybar button, the Gatewaybar as defined in the Canvas Manager is reset to its default state.

File Menu

New Canvas (Command-N)

When selecting New Canvas, a dialog will open showing all available template Canvases. Selecting one allows to create a new Canvas based on the selected template. To start from a new, empty Canvas, the Empty Canvas template can be selected.
The name for the Canvas needs to be defined. By default, this will be “New” followed by the name of the used template. The Canvas will be saved in the Canvases folder in the Enfocus Data folder. A New Canvas can be created from the File menu, by its shortcut Command - N, or by its Toolbar button.

Open Canvas (Command-O)

When selecting Open Canvas, a dialog will open showing all Canvases in the “Canvases” folder in the Enfocus Data. A Canvas at another location can be opened using the
Other... button.

Delete Canvas

When selecting Delete Canvas, a dialog will open showing all Canvases in the “Canvases” folder in the Enfocus Data, allowing to select the Canvas you want to delete. A Canvas at another location can be deleted using the Other... button.
Enfocus PitStop Automate User Guide 77
Canvases should always be deleted using the Delete Canvas function. If the actual file is removed from the folder (i.e. without the Delete Canvas function), the Gateway applications will still contain links to the Process Folders in the deleted Canvas.

Delete Current Canvas

Rename Canvas

File Information

This allows to delete the currently opened Canvas.
When selecting Rename Canvas, a dialog will open showing all Canvases in the “Canvases” folder in the Enfocus Data. A Canvas at another location can be selected using the Other... button.
By selecting a Canvas in the list, this Canvas can be renamed by entering the new name and clicking the Rename button.
The File Information function opens a browse dialog, allowing to select a file. For the selected file, all available information is shown : Preview, general information (date, file name, size, ...), Page box information, Certified PDF state, used separations, used fonts, and Properties.
78

New View (Command-B)

New View opens a second window of the Canvas. Both windows will be synchronized, so changes made to one of the windows, will also show in the other.

Close (Command-W)

Close will close the selected Canvas window.

Save as Canvas Archive / New from Canvas Archive

Saving a Canvas as a Canvas Archive will create an ODCFG file. These ODCFG files allow to move a Canvas from one computer to another.
When creating a new Canvas from the Canvas Archive, a browse dialog will allow to select the ODCFG file, and you will be asked to define the name and location for the new Canvas
After that, you will be able to restore all links to external files, e.g. to the location of the PitStop Profiles to be used.

Remove Stale Links

Remove Stale Links removes all links from Gateways to Process Folders that do not longer exist in the Canvas folder. This is only useful when Canvasses were manually deleted in the Finder.

Reset Gateway Bar

Reset Gateway Bar can be used to return the Gateway Bar to its default state, or to the state as defined in the Preferences, using the Copy Gateway Bar function.

Edit Menu

Manage Jobs

Edit Jobs

Edit Canvas

Enfocus PitStop Automate User Guide 79
The Edit menu allows to set the level of editing is allowed.
This means you can add jobs to the Canvas, move those jobs from the Canvas into Process Folders, but nothing else.
This is the default when opening a Canvas.
This means you can do anything with jobs on the Canvas (also take them out of Process Folders, delete them, etc.) You can not make any changes to the Process Folders.
This means you can edit everything.
This is the default when creating a new Canvas.
80

View Menu

Refresh Canvas (Command - R)

This is a repaint on the Canvas. It refreshes the contents of the Canvas. In normal situa­tions, this is not necessary, as changes to a Canvas should be updated automatically.

View as List (Command - L)

View as List switches the active window from Icon view to List view. See “Canvas List
View” on page 30.

View as Icons (Command - I)

View as Icons switches the active window from List view to Icon view. See “Canvas List
View” on page 30.

View all Parameters

By selecting View all Parameters, all settings are shown on the Canvas (in orange) if a Process Folder or job is selected. It can be switched off by selecting View Canvas Settings.

View Canvas Settings

By selecting View Canvas Settings, the View All Settings is turned off: which settings are shown on the Canvas depends on the setting of the contextual menu of the configura­tion dialogs (see “Contextual Menu items for Configurations” on page 84).

Zoom in

By clicking Zoom in, you can zoom in on the active Canvas. The zoom can also be changed by holding down the command key, and dragging up (zoom in) or down (zoom out) on the Canvas. By holding down the Command and Option key, the view can be moved around (pan).

Zoom out

By clicking Zoom out, you can zoom out on the active Canvas. The zoom can also be changed by holding down the command key, and dragging up / right (zoom in) or down / left (zoom out) on the Canvas. By holding down the Command and Option key, the view can be moved around (pan).

Reset Zoom (Command - F)

By clicking Reset Zoom, the zoom of the Canvas is restored to default.

Folder

Hide Contents (Command - D)

Will hide the contents of a Process Folder. In that way, the Process Folder itself remains visible, but the jobs inside it are hidden. This can be useful for folders containing lots of files, or e.g. Failure folders.

Show Contents (Command - shift - D)

Makes the contents of the selected Process Folder visible again.

Hide Incoming links

Hides all incoming links from the selected Process Folder. Hidden links will be shown in a dimmed color, if the Process Folder at one of the ends is selected.

Show Incoming Links

Makes all links to the selected Process Folder visible again.

Open in Finder

Will open the selected Process Folder or Job Folder in the finder. This can also be done by double-clicking the folder in the Canvas.
Enfocus PitStop Automate User Guide 81

View Log

Opens the log file for the selected Process Folder. The log can be very helpful for diag­nostics, timings, etc. The Log can also be opened by option - double clicking the Process or Job folder.

Edit Parameters / All Parameters

Edit Parameters or Edit All Parameters opens a dialog containing the settings for the selected Job or Process Folder. The Parameters can also be opened by command-double-clicking the Process or Job Folder. See Job settings for more details.

Edit Defaults

The Edit Defaults function is only available on Gateways. It allows to define the default settings of Gateways. When a Process Folder is created from a Gateway, the Default settings are used, but can be altered in the Edit Parameters dialog. Changing the defaults will not change the settings of earlier created Process Folders.
82

Edit Global Parameters

Hold / Release

Most parameters can be set in the Gateway (as a default value) or in the Process Folder itself. For the Distill Gateway and the Send Mail Gateway, some parameters can be set on an overall level, applying to all Canvases as well, by setting the Global Parameters.
These will be used as a default value in all Distill and Send Mail Process Folders.
The Global Parameters can still be overwritten in the contextual menu of the Distill and Send Mail Parameters. An example : In the Distill Parameters, control-click the Distill Application, and enable Use Local Setting. The path for the Distill application entered in the Parameters dialog will be used, while the path as defined in the Global Parame­ters will be ignored.
The first time a Canvas is started after installation, the Global Parameters dialog be will open, so you can enter these settings immediately
When a Global Parameter applies, an icon will be visible next to that parameter in the All Parameters dialog of the Process Folder.
See also:
“Distill” on page 46
“Send Mail” on page 58
A Process Folder, or a job folder can be put on hold, meaning that nothing will be processed. A Job or Process Folder on hold is represented by a yellow file icon. It can be released by selecting it and clicking Release.

Duplicate

A Process Folder can be duplicated, creating a Process Folder with the same settings.

Remove from Disk (backspace)

Removes the selected Process or Job Folder from the Canvas. The corresponding folder in the Canvas folder will be deleted as well. A File or Process Folder can also be deleted by selecting it and hitting the backspace button, by the contextual menu of the Process Folder or file, or by the toolbar button.

Contextual Menus

Contextual Menu items for the Canvas

The contextual menu items found when control-clicking anywhere on the Canvas, can also be found in the View menu and the Folder menu
New View (see “New View (Command-B)” on page 78)
Close View (see “Close (Command-W)” on page 78)
Refresh Canvas (see “Refresh Canvas (Command - R)” on page 80)
View as List (see “View as List (Command - L)” on page 80)
View All Parameters / View Canvas Parameters (see “View all Parameters” on
page 80)
Zoom in / out - Reset View (see “Zoom in” on page 80 and following)
•Show All
Automatically Link New Folder If the Automatically Link New Folder option is on, a new Process Folder, dragged on the Canvas, will automatically be connected with the first available output of the last selected Process Folder.
See also:
“Failure Folder” on page 27
“Creating and Editing a workflow” on page 26
Enfocus PitStop Automate User Guide 83

Contextual Menu items for Gateways

The contextual menu items can also be found in the Folders menu, when a Gateway is selected.
Open in Finder (see “Open in Finder” on page 81)
View log (see “View Log” on page 81)
Edit Defaults (see “Edit Defaults” on page 81)
Remove from Canvas (see “Remove from Disk (backspace)” on page 82)

Contextual Menu items for Process Folders

The contextual menu items can also be found in the Folders menu, when a Process Folder is selected.
Hide contents / show contents (see “Hide Contents (Command - D)” on page 81)
Hide links / show links (see “Hide Incoming links” on page 81)
Open in finder (see “Open in Finder” on page 81)
View Log (see “View Log” on page 81)
Parameters / All Parameters (see “Edit Parameters / All Parameters” on page 81)
84
Hold / Release (see “Hold / Release” on page 82)
Remove from Disk (see “Remove from Disk (backspace)” on page 82)
Duplicate (see “Duplicate” on page 82)
Set Failure Folder The Set Failure Folder will define the selected folder (only useful on End Folders) as the default Failure Folder, and connects the Failure output of newly created Process Folders to this Failure Folder. Please note that this should always be used together with the 'Automatically Link New Folder' option that can be found in the contextual menu of the Canvas.
See also:
“Creating and Editing a workflow” on page 26
“Failure Folder” on page 27

Contextual Menu items for Jobs

The contextual menu items can also be found in the Folders menu, when a Job Folder is selected.
Open in finder (see “Open in Finder” on page 81)
View Log (see “View Log” on page 81)
Parameters / All Parameters (see “Edit Parameters / All Parameters” on page 81)
Hold / Release (see “Hold / Release” on page 82)
Remove from Disk (see “Remove from Disk (backspace)” on page 82)

Contextual Menu items for Configurations

The contextual menu for settings in the Parameters allow to define at what level the setting should be shown and accessible.
If set to All Parameters, the setting can only be seen when using All Parameters.
When set to In Parameters, the setting is present in Parameters and All Parameters
When set to on Canvas, the setting will be shown on the Canvas when selecting the Gateway or a file that has been processed by the Gateway. The setting will also be available in (All) Parameters.

Toolbar / Shortcut overview

This table gives an overview of all shortcuts and toolbar buttons in the Canvas Manager
cmd - , (comma) Canvas Manager Preferences “Preferences” on page 76
cmd - Q Quit Canvas Manager
cmd - N New Canvas “New Canvas (Command-N)” on page 77
cmd - O Open Canvas “Open Canvas (Command-O)” on
cmd - R Refresh Canvas “Refresh Canvas (Command - R)” on
cmd - B New View “New View (Command-B)” on page 78
cmd - W Close “Close (Command-W)” on page 78
Enfocus PitStop Automate User Guide 85
“New Canvas” on page 23
page 77
page 80
cmd - L View as List “View as List (Command - L)” on
page 80
cmd - i View as Icons “View as Icons (Command - I)” on
page 80
cmd + drag up / right Zoom In “Zoom in” on page 80 and “Navigating
through the Canvas” on page 25
cmd + drag bottom / left Zoom Out “Zoom out” on page 80 and “Navi-
gating through the Canvas” on page 25
cmd - option - drag in Canvas or Gateways bar
cmd - option - drag on line between Gateways bar and Canvas
cmd - F Reset Zoom “Reset Zoom (Command - F)” on
Pan “Navigating through the Canvas” on
page 25
Resize Gateways bar “Navigating through the Canvas” on
page 25
page 80
86
cmd - D Hide “Hide Contents (Command - D)” on
page 81
cmd - shift - D Show All “Show Contents (Command - shift - D)”
on page 81
cmd - double-click Process or Job Folder
double-click Process or Job Folder Edit Parameters “Edit Parameters / All Parameters” on
double-click Gateway in Gateway bar Edit Defaults “Edit Defaults” on page 81
option - double-click Process or Job Folder
Backspace Remove from disk “Remove from Disk (backspace)” on
Open in Finder “Open in Finder” on page 81
page 81
Edit All Parameters “Edit Parameters / All Parameters” on
page 81
View Log “View Log” on page 81
Hold “Hold / Release” on page 82
Release “Hold / Release” on page 82
page 82
Enfocus PitStop Automate User Guide 87
A
Actions
PitStop Gateway 47
Administrator Software 16
AppleScript 61
Archive 59
C
Canvas 16, 18, 23
Bringing jobs into Workflows 34
Contextual Menu for Canvas 83
Create Workflows 26
Delete Canvas 77
Edit Canvas 79
Hide Contents 81
Hide Incoming Links 81
List View 30
Navigate 25
New Canvas 77
Open Canvas 77
Pan 25
Refresh 80
View as List 80
Zoom 25, 80
categories of problems 69
Certified 67
Compress
Archive 59
Compress Gateway 56
Configuration 29
Connect
Process Folder 26
Contents
Hide Contents 81
Contextual Menus 25
Copy
Copy File Gateway 49
Insert into Workflow 49
to New Location 49
Create
Process Folder 26
Workflow 26
creating a new PDF Queue 8
creating a PDF Profile 71
D
Delete
Delete Canvas 77
Purge when Archiving 59
Distill 46
E
Edit
Edit Canvas 79
Workflow 26
End Folder 27
Enfocus PDF Profile Editor
using 71
88
Error
Error Folder 27
Hide Incoming Links 81
Send by Mail 58
error reporting 70
error severity levels
defined 70
example 70
External Application 51
External Applications
Run AppleScript 61
F
File tag
File to Compress 56
For FTP 57
File Type
Route 44
G
Gateways 16, 18, 41
Archive 59
Compress 56
Contextual Menu for Gateways 83
Distill 46
Error Folder 27
Generic Application 51
Hold Folder 53
Overview 28
PitStop Gateway 47
Receive 42
Route 44
Run Applescript 61
running Gateways 18
Schedule 52
Send Mail 58
Split Pages 50
Generic Application 51
Folder
End Folder 27
Error Folder 27
H
Hide
Hide Contents 81
Hold
Hold Folder 53
Hot folder 34
Hot folder Based Applications 51
Enfocus PitStop Automate User Guide 89
I
Input
Jobs into Workflow 34
Receive Gateway 42
Insert
Insert File into Workflow 49
Inspector 18, 75
Working area 23
Installation 14
interpreting a preflight report 72
J
job
In Process Folder 27
Jobs
Bringing Jobs into Workflow 34
Canvas List View 30
Contextual menu for Jobs 84
Create hot folder 34
Input 34
Receive Gateway 42
Running Jobs 33
Schedule 52
List
Canvas List 30
View as List 80
Load Balancing
Schedule Gateway 52
Log
Open 25
M
Mail 58
managing
PDF Profiles 71
Minimum Configuration 14
Multipage
Split Pages 50
N
Navigating 25
New
New Canvas 77
L
Links
Hide Incoming Links 81
O
Open
Log 25
Open Canvas 77
Settings 25
90
P
Pages
Split Pages 50
Panning 25
PDF
Distill Gateway 46
PitStop Gateway 47
PDF Profile
creating 71
definition 66
error level options 70
managing 71
PDF properties
groups 69
PDF Queue
creating a new ~ 8
creating a new ~ yourself 9
PitStop 47
PitStop Report
Send by Mail 58
PostScript
Distill Gateway 46
Save As PostScript 55
preflight report
interpreting 72
Preflighting
definition 66
preflighting
defined 66
mechanism 67
PitStop Gateway 47
Print
Define Printer Queue 54
Printer
Print Gateway 54
problem categories 69
Process Folder 19
Connect 26
Create 26
Hide Contents 81
Hide Incoming Links 81
Process Folders
Contextual Menu Process Folders 83
Profile
PitStop Gateway 47
Purge 59
Preferences
Canvas Manager 76
Preflight Profile
<Emphasis>See PDF Profile
Preflight Report
Send by Mail 58
R
Refresh Canvas 80
Report
PitStop Gateway 47
Send Mail 58
Enfocus PitStop Automate User Guide 91
report
interpreting 72
Route
Route Gateway 44
Run Jobs 33
S
Send Mail 58
Server Software 16
Settings
Gateways 29
Open Settings 25
Single Page
Split Pages 50
Split Pages 50
Status
Change Status in Hold Gateway 53
Change Status in PitStop Gateway 47
U
Units
Canvas Manager Preferences 76
User Name 76
using Enfocus PDF Profile Editor 71
V
View
Refresh Canvas 80
View as List 80
W
Workflow
Create 26
Create hot folder 34
Edit 26
T
Task Manager 16, 18
Taskbar 26
Tasks
Settings 29
Z
Zoom 25, 80
92
Enfocus - International
Bellevue 5 / 1101 9050 Gent Belgium
T: +32 9 269 16 90 F: +32 9 269 16 91
info@enfocus.com www.enfocus.com
Enfocus - North America
16000 Ventura Blvd. Ste. 910 Encino, CA 91436 United States Sales: (888)-ENFOCUS
T: +1 818-501-2380 F: +1 818-501-2387
info@enfocus.com www.enfocus.com
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