Objectif Lune Capture on the Go - 1.4 Operation Manual
User Guide
Version:1.4
User Guide
Version 1.4
Last Revision:2016-08-30
Objectif Lune, Inc.
2030 Pie-IX, Suite 500
Montréal, QC, Canada, H1V 2C8
+1 (514) 875-5863
sales@ca.objectiflune.com
www.objectiflune.com
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© Objectif Lune, Inc. 1994-2016. All rights reserved. No part of this documentation may be
reproduced, transmitted or distributed outside of Objectif Lune Inc. by any means whatsoever
without the express written permission of Objectif Lune Inc. Inc. Objectif Lune Inc. Inc. disclaims
responsibility for any errors and omissions in this documentation and accepts no responsibility
for damages arising from such inconsistencies or their further consequences of any kind.
Objectif Lune Inc. Inc reserves the right to alter the information contained in this documentation
without notice.
Table of Contents
Table of Contents 4
What Is Capture OnTheGo 6
What Capture OnTheGo Can Do for You 6
Capture OnTheGo Main Features 8
The Capture OnTheGo Architecture 9
Managing a Capture OnTheGo Solution 9
The Design 11
Template Creation 11
The Workflow 15
The Basic Processes Involved in the Capture OnTheGo Workflow 17
The Process that Makes a Document Available to Capture OnTheGo App Users 17
Adding and Configuring an Output to Capture OnTheGo Plugin 18
Repository Tab 18
Deposit Tab 19
Advanced Tab 20
The Process that Replies to Document Requests from Capture OnTheGo Users 21
The Process that Receives Data from Capture OnTheGo Users 23
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Using the Capture OnTheGo Server Console 25
Managing Users 26
Managing Groups 28
Managing Documents 29
Changing the Look of the Capture OnTheGo App 31
Using the Capture OnTheGo App 32
System Requirements 32
Finding your Way around the Capture OnTheGo App 32
Your Library 33
Your Repository 34
Downloading or Viewing a Document from the Repository 35
General Capture OnTheGo App Document Functions 35
Working with Capture OnTheGo Documents 37
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What Is Capture OnTheGo
Capture OnTheGo is a solution that brings forms into the digital age. Good bye paper forms,
hello e-forms. PlanetPress® or PReS® Connect creates these e-forms that you can download
to your mobile device (iOS, Android or Windows 10). You can then add text, pictures,
annotations, numbers, dates, signatures, as well as validate the forms, whether online or offline.
It also lets you distribute and manage PDF documents, such as guides or disclaimers.
Capture OnTheGo lets you:
l Upload and store graphic rich HTML forms and PDF documents to your devices via the
internet using a Wi-Fi or other mobile telecommunications technology.
l Fill in HTML forms, add pictures, sign the forms, and send the collected information back
to your office via the internet.
Capture OnTheGo is a natural fit for:
l All organizations that need information to flow fast and efficiently to and from employees,
clients and systems.
l All people who need to go on the road and use various forms to give out, fill OnTheGo,
and gather information.
What Capture OnTheGo Can Do for You
l Bring information gathering to unheard of levels of efficiency.
l Since your people on the road can access forms remotely, they don’t have to go
back to the office when they don’t have the right form. They just download it.
l They need to send visual confirmations? They can simply take pictures on-site that
are added directly within the forms.
l You need signatures for legal reasons, they are added to the form as well.
l And everything, data, pictures and signatures can be sent back to the office via the
internet in real time.
l Speed up your processes and save you money.
l With Capture OnTheGo, the information on which your organization depends can
flow to and from your systems in real time.
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l Since Capture OnTheGo can interact directly with your systems, there is no manual
data entry. No one needs to enter the data collected by your people on the road.
Capture OnTheGo sends the data, the pictures and the signatures right to your
systems.
l Capture OnTheGo can also perform other tasks for you. It can automatically send
copies of filled forms to your clients, for instance.
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Capture OnTheGo Main Features
Capture OnTheGo users can do the following:
l Download PDF documents, such as user guides or data sheets.
l Download HTML forms that can be filled out directly on mobile devices. These forms can
be blank, but in most cases they will contain information that needs to be completed or
validated.
l Here are some of the form actions that Capture OnTheGo users can do on their mobile
device:
l Select relevant information using drop-down menus,
l Select options using check-boxes or radio-buttons,
l Fill in text boxes,
l Edit the information that’s already there,
l Add notes,
l Highlight information,
l Add or edit dates (using an integrated calendar) and times,
l Add pictures, either by selecting existing ones, or by using the device’s camera to
create new ones,
l Make picture annotations,
l Specify your location information based on your GPS coordinates,
l Add signatures.
l Send back the information at the click of a button once the form is completed. Note that
only the information is sent over the internet. The received information and the forms are
reassembled by PlanetPress® or PReS® Workflow on your servers.
In reality, Capture OnTheGo lets users perform any form action that is compatible with the
Apache Cordova set of device APIs as well as regular HTML form data.
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The Capture OnTheGo Architecture
The Capture OnTheGo solution is composed of four separate parts:
l PlanetPress® or PReS® Connect in which you create the forms that will be sent to your
mobile device. The DataMapper module lets you add data to your forms, and the
Designer module uses a simple interface using wizards and drag and drop to create the
forms themselves.
l Either PlanetPress® or PReS® Workflow and the Output to Capture OnTheGo Plugin that
make it possible for the forms to be downloaded to the mobile devices running the
Capture OnTheGo app.
l The Capture OnTheGo Server where you manage users and groups, documents and
categories. It makes the link between PlanetPress® or PReS® Connect and the devices.
l The Capture OnTheGo app that lets device users download forms, fill them out, and send
the collected information back.
Documents that have been prepared for download are typically sent to the Capture OnTheGo
Server repository. It is possible to specify how long you want the documents to remain in the
repository. Capture OnTheGo App users typically download their files from this location. You
can also specify how long you want the documents to remain on the mobile device.
Managing a Capture OnTheGo Solution
The following people are involved in the management and use of a Capture OnTheGo solution:
l Host system specialists: Typically, the forms your Capture OnTheGo users receive
include variable data. This data usually comes from existing host systems. Host system
specialists are responsible for generating the data files.
l A PlanetPress® or PReS® Connect Specialist: This specialist is responsible for creating
and/or maintaining Capture OnTheGo related workflows and documents. The processes
in these workflows generate HTML forms and/or PDF documents, and make them
available to Capture OnTheGo users via the Internet, but they also reply to Capture
OnTheGo user document requests, and receive data sent by Capture OnTheGo users.
l Capture OnTheGo repository manager: To use Capture OnTheGo, you need to use a
Capture OnTheGo virtual repository, for which you require a license. Note that the number
of users that can have access to a given repository is limited. The repository manager can
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create and delete users and groups, as well as add and remove users to/from groups, as
required.
l Capture OnTheGo app users: These are the people on the front line. They download the
forms, fill them out, typically on a portable intelligent device, such as a tablet, and then
send the collected information back to the office via the internet.
Software
The Capture OnTheGo solution requires the following:
l PlanetPress® or PReS® Connect: The Workflow module communicates with the Capture
OnTheGo Server to notify users that documents are available, it also serves user
requested documents, and collects the data the users send back. The DataMapper and
Designer modules are used to create the forms along with the appropriate source data.
l Capture OnTheGo Mobile App: This app can be downloaded for free on Google Play for
Android devices, on the App Store for iOS devices and on the Windows store for
Windows 10 devices. Users of this app must identify themselves using a username and
password. It is the Capture OnTheGo Repository Manager who manages these IDs.
l Capture OnTheGo Server and Repository Management Page: The server is the link that
notifies Capture OnTheGo app users that documents are available. The Web page is
used to manage the repository (add or remove users and manage document references).
Licenses
Capture OnTheGo requires the following licenses:
l A PlanetPress® or PReS® Connect license.
l A Capture OnTheGo repository license. License pricing varies based on the number of
users.
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The Design
More often than not, the process of using Capture OnTheGo begins with the creation of a
template containing various Capture OnTheGo and form widgets. The template can also
contain data from external sources through the use of the DataMapper module.
Template Creation
The basics of creating a Capture OnTheGo template in the PlanetPress® or PReS® Connect
Designer module goes as such:
1. Create a new Web Context, or a Web Template.
2. Add a new Form element.
3. Add a new COTG Form Element.
4. Add Form and COTG Form elements.
There are many different Capture OnTheGo elements. Click on one to see its properties in the
PlanetPress® Connect User Guide:
l Camera
l Date
l Time
l Signature
l GPS Coordinates
l Barcode Scanner
l User Account
l Device Info
Adding a new form
The Form Element is essentially the box in which you place all of the other pieces that make
the form. The form has a specific action, which is the URL where the form data is sent. This
URL corresponds to a process in PlanetPress® or PReS® Workflow as seen in the next
section.
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To add a form element:
l Make sure you are in a Web Context in the Designer module
l Place your cursor where the form will begin
l
In the Menu, click Insert, Form Element, Form.
l Fill in the form properties.
l Don’t forget to add a Submit button!
Previewing the template
You can preview the template on your PC in two different ways. However, previewing is only to
see the general styling of the template, as Capture OnTheGo form elements will not be
functional unless they are sent to a device.
1. Within the software, you can use the Preview and Live tab in the Workspace Tab. This
displays the output HTML along with any variable data being added.
2. Within default browser on your computer, by clicking the Preview HTML button in the
Designer module’s toolbar. This opens your operating system’s default browser and
displays it in that context.
The template can also be previewed directly on the mobile device. This will show the template
within the Capture OnTheGo mobile application, and all widgets will be functional.
1. Make sure that the Capture OnTheGo mobile application is installed and that it is logged
on to a user created on the Capture OnTheGo Server.
2. With your Capture OnTheGo template open in the PlanetPress® or PReS® Connect
Designer module, click on the Send COTG Test… button in the toolbar.
3. Enter the appropriate information in this dialog:
l Store ID: The Capture OnTheGo Server store ID, where the document metadata
transits. Please note that to the contrary of the Send to Capture OnTheGo task, the
contents of the file is sent to the Nu-Book server.
l Password: The password to the above Nu-Book Store.
l Recipient(s): The Capture OnTheGo user accounts that should receive the
document. One or more emails and/or user groups, separated by commas.
l Category: The category under which the document appears. If the category does not
exist, it will be created on the server.
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