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Title PlanetPress Design Reference Guide
Revision 2009/10/21
Table of contents
1 Other Documentation....................................................................................................................................................................................... 1
2 Understanding the PlanetPress Suite............................................................................................................................................................... 2
2.1 Key Concepts..................................................................................................................................................................................................... 3
2.1.1 The PlanetPress Suite ............................................................................................................................................................................... 3
2.1.2 Document ................................................................................................................................................................................................ 5
2.1.3 Date and Time Format .............................................................................................................................................................................. 5
2.1.4 Variable Content Document....................................................................................................................................................................... 5
3 PlanetPress Design Basics................................................................................................................................................................................ 7
3.1 Key Concepts..................................................................................................................................................................................................... 8
3.1.1 The PlanetPress Design Program Window................................................................................................................................................... 8
3.1.2 Object Preview ....................................................................................................................................................................................... 10
3.2 Detailed Directions ........................................................................................................................................................................................... 11
3.2.1 Dock and Undock Areas of the Program Window....................................................................................................................................... 11
3.2.2 Named Colors......................................................................................................................................................................................... 12
3.2.3 Remove Background Color ...................................................................................................................................................................... 12
3.2.4 Show or Hide Areas of the Program Window............................................................................................................................................. 14
3.2.5 Use the Messages Area ........................................................................................................................................................................... 14
3.2.6 Use the Object Inspector ........................................................................................................................................................................ 14
3.2.7 Use the Object Preview ........................................................................................................................................................................... 15
3.2.8 Use the Zoom Tools................................................................................................................................................................................ 16
3.2.9 Using the Work, Hand, and Zoom Tool Pointers ........................................................................................................................................ 16
3.2.10 Close a Document................................................................................................................................................................................. 16
3.2.11 Start PlanetPress Design ....................................................................................................................................................................... 16
3.2.12 Exit PlanetPress Design ......................................................................................................................................................................... 17
3.2.13 Create a New Document ....................................................................................................................................................................... 17
3.2.14 Open a Document................................................................................................................................................................................. 17
3.2.15 Refresh a Document ............................................................................................................................................................................. 18
3.2.16 Save a Document ................................................................................................................................................................................. 19
3.2.17 Save and Open a Document Template.................................................................................................................................................... 19
3.2.18 Set a Password on a Document ............................................................................................................................................................. 19
3.2.19 Undo and Redo Commands ................................................................................................................................................................... 19
3.2.20 Use Online Help.................................................................................................................................................................................... 20
3.2.21 Expand and Collapse Elements in the Structure Area ............................................................................................................................... 20
3.2.22 Select and Move Elements in the Structure Area ..................................................................................................................................... 20
3.2.23 Cut, Copy, and Paste Elements in the Structure Area............................................................................................................................... 21
3.2.24 Change the Display Name of an Element in the Structure Area................................................................................................................. 22
3.2.25 Drag and Drop Files into the Program Window Areas............................................................................................................................... 22
3.2.26 Resize the Program Window Area .......................................................................................................................................................... 23
4 Preferences and Toolbars............................................................................................................................................................................... 24
4.1 Key Concepts................................................................................................................................................................................................... 25
4.1.1 Toolbars ................................................................................................................................................................................................ 25
4.1.2 User Options .......................................................................................................................................................................................... 26
4.2 Detailed Directions ........................................................................................................................................................................................... 28
4.2.1 Change Languages ................................................................................................................................................................................. 28
4.2.2 Set User Options (Behavior): Notification Messages................................................................................................................................... 29
4.2.3 Set User Options (Behavior): Pictures....................................................................................................................................................... 31
4.2.4 Set User Options (Behavior): Color .......................................................................................................................................................... 32
4.2.5 Set User Options (Behavior): Object Duplication ....................................................................................................................................... 32
4.2.6 Set User Options (Behavior): Miscellaneous .............................................................................................................................................. 33
4.2.7 Set User Options (Editor): Editor.............................................................................................................................................................. 35
4.2.8 Set User Options (Editor): Display............................................................................................................................................................ 37
4.2.9 Set User Options (Editor): Color............................................................................................................................................................... 38
4.2.10 Set User Options (Appearance): Object Inspector ................................................................................................................................... 39
4.2.11 Set User Options (Appearance): Document Structure Area....................................................................................................................... 40
4.2.12 Set User Options (Appearance): Rulers................................................................................................................................................... 41
4.2.13 Set User Options (Appearance): Document Page..................................................................................................................................... 41
4.2.14 Set User Options (Appearance): Compiler Messages ................................................................................................................................ 42
4.2.15 Set User Options (Document default values): Document and Pages.......................................................................................................... 43
4.2.16 Set User Options (Document default values): Pictures ............................................................................................................................. 44
4.2.17 Minimize and Customize the Ribbon ....................................................................................................................................................... 45
5 Capturing Data ............................................................................................................................................................................................... 46
5.1 Key Concepts................................................................................................................................................................................................... 47
I
Table of contents
5.1.1 Sample Data File .................................................................................................................................................................................... 47
5.1.2 Spool File............................................................................................................................................................................................... 47
5.1.3 Data Capture Tool .................................................................................................................................................................................. 47
5.2 Detailed Directions ........................................................................................................................................................................................... 48
5.2.1 Capture Sample Data Using the Data Capture Tool ................................................................................................................................... 48
6 Setting Up a Document .................................................................................................................................................................................. 53
6.1 Key Concepts................................................................................................................................................................................................... 54
6.1.1 Document Setup..................................................................................................................................................................................... 54
6.1.2 Digit Substitution.................................................................................................................................................................................... 54
6.2 Detailed Directions ........................................................................................................................................................................................... 55
6.2.1 Set Up a Document ................................................................................................................................................................................ 55
6.2.2 View or Edit the Properties of a Document ............................................................................................................................................... 59
6.2.3 Associate Attachments with a Document .................................................................................................................................................. 59
6.2.4 Set Up Pages: Cachable Execution Options ............................................................................................................................................... 60
6.2.5 Set the Maximum Data Line Length ......................................................................................................................................................... 60
6.2.6 Create and Use FreeForm Documents in PlanetPress Design ..................................................................................................................... 61
6.2.7 Create and Use FreeForm 2 Documents in PlanetPress Design ................................................................................................................... 62
6.2.8 Create a Document in VPS or VDX Format ................................................................................................................................................ 63
6.2.9 Create and Use a Document in VDX Format.............................................................................................................................................. 64
6.2.10 Use the VPS RIP ................................................................................................................................................................................... 66
6.2.11 Use the VIPP RIP .................................................................................................................................................................................. 66
6.2.12 Add or Remove PPDs ............................................................................................................................................................................ 66
6.2.13 Refresh the PPD Lists............................................................................................................................................................................ 66
6.2.14 Define a Custom Paper Size................................................................................................................................................................... 67
6.2.15 Specify PlanetPress Suite Job Information in a PlanetPress Design Document............................................................................................ 67
7 Selecting an Emulation................................................................................................................................................................................... 68
7.1 Key Concepts................................................................................................................................................................................................... 69
7.1.1 Data Page .............................................................................................................................................................................................. 69
7.1.2 Hex Viewer ............................................................................................................................................................................................ 69
7.2 Emulation........................................................................................................................................................................................................ 70
7.2.1 Line Printer Emulation............................................................................................................................................................................. 70
7.2.2 PDF Emulation........................................................................................................................................................................................ 70
7.2.3 ASCII Emulation ..................................................................................................................................................................................... 70
7.2.4 Channel Skip Emulation........................................................................................................................................................................... 71
7.2.5 XML Data Emulations .............................................................................................................................................................................. 71
7.2.6 Comma Separated Value (CSV) Emulation ................................................................................................................................................ 71
7.2.7 Database Emulation................................................................................................................................................................................ 71
7.2.8 User-Defined Emulation .......................................................................................................................................................................... 72
7.3 Data Selector................................................................................................................................................................................................... 73
7.4 Detailed Directions ........................................................................................................................................................................................... 75
7.4.1 Use the Data Selector ............................................................................................................................................................................. 75
7.4.2 Associate a Sample Data File with a Document ......................................................................................................................................... 76
7.4.3 Select and Set Up an Emulation ............................................................................................................................................................... 77
7.4.4 Stabilize Your Data ................................................................................................................................................................................. 79
7.4.5 Set Up a Database Emulation .................................................................................................................................................................. 80
7.4.6 Export or Import a Database Emulation Configuration ............................................................................................................................... 82
7.4.7 Create a User-Defined Emulation ............................................................................................................................................................. 82
7.4.8 Use the Hex Viewer ................................................................................................................................................................................ 83
8 Setting Up Pages ............................................................................................................................................................................................ 87
8.1 Key Concepts................................................................................................................................................................................................... 88
8.1.1 Page...................................................................................................................................................................................................... 88
8.1.2 Execution Order of Pages ........................................................................................................................................................................ 89
8.1.3 Executing a Page vs. Including a Page in Output....................................................................................................................................... 89
8.1.4 N-Up Object ........................................................................................................................................................................................... 90
8.1.5 Cut Marks .............................................................................................................................................................................................. 90
8.1.6 Guidelines for Working with Pages ........................................................................................................................................................... 90
8.1.7 Layout Features...................................................................................................................................................................................... 91
8.2 Detailed Directions ........................................................................................................................................................................................... 92
8.2.1 Add a Document Page ............................................................................................................................................................................ 92
8.2.2 Set Up a Page ........................................................................................................................................................................................ 92
8.2.3 Associate Attachments with a Page .......................................................................................................................................................... 95
8.2.4 View or Edit the Properties of a Page ....................................................................................................................................................... 95
II
Table of contents
8.2.5 Scroll on a Document Page...................................................................................................................................................................... 96
8.2.6 Navigate the Pages of a Document .......................................................................................................................................................... 96
8.2.7 Edit the Order of Pages........................................................................................................................................................................... 96
8.2.8 Duplicate a Page .................................................................................................................................................................................... 97
8.2.9 Delete a Page......................................................................................................................................................................................... 97
8.2.10 Create an Overlay Page......................................................................................................................................................................... 98
8.2.11 Execute Pages N-Up.............................................................................................................................................................................. 98
8.2.12 Add or Remove Overlays ....................................................................................................................................................................... 99
8.2.13 Use Guides......................................................................................................................................................................................... 100
8.2.14 Use the Rulers .................................................................................................................................................................................... 101
9 Selecting Data .............................................................................................................................................................................................. 102
9.1 Key Concepts................................................................................................................................................................................................. 103
9.1.1 Data Selection ...................................................................................................................................................................................... 103
9.1.2 Arabic Support in the Data Selector ....................................................................................................................................................... 103
9.1.3 Data Selection Objects .......................................................................................................................................................................... 104
9.1.4 Postal Address Objects.......................................................................................................................................................................... 104
9.2 Detailed Directions ......................................................................................................................................................................................... 105
9.2.1 Add a Data Selection Object .................................................................................................................................................................. 105
9.2.2 Add a Postal Address Object.................................................................................................................................................................. 107
9.2.3 Create Data Selections within Objects .................................................................................................................................................... 108
9.2.4 Create Data Selections in Database Emulation ........................................................................................................................................ 109
9.2.5 Create Data Selections in XML Emulation................................................................................................................................................ 110
9.2.6 Use the Data Selector to Create a Data Selection .................................................................................................................................... 111
9.2.7 Edit a Data Selection............................................................................................................................................................................. 113
9.2.8 Define Email, PDF, and Index Information for PlanetPress Image............................................................................................................. 114
9.2.9 Define Index Terms for PlanetPress Search ............................................................................................................................................ 114
9.2.10 Define Fax Information for PlanetPress Fax .......................................................................................................................................... 114
9.2.11 About PlanetPress Design XPath .......................................................................................................................................................... 115
9.2.12 Associate XML Data Selection with Objects ........................................................................................................................................... 115
9.2.13 Setting Repeat Properties .................................................................................................................................................................... 116
9.2.14 Navigate Data Pages........................................................................................................................................................................... 116
10 Adding Text ................................................................................................................................................................................................ 118
10.1 Key Concepts............................................................................................................................................................................................... 119
10.1.1 Text and Box Objects.......................................................................................................................................................................... 119
10.1.2 Styles ................................................................................................................................................................................................ 119
10.2 Encoding Tables........................................................................................................................................................................................... 120
10.2.1 Why have different encoding tables? .................................................................................................................................................... 120
10.2.2 Encoding Tables in PlanetPress Design ................................................................................................................................................. 120
10.3 Double-byte Character Sets .......................................................................................................................................................................... 121
10.4 CID-Keyed Fonts .......................................................................................................................................................................................... 122
10.5 Arabic Content in PlanetPress Design Documents ........................................................................................................................................... 123
10.6 Detailed Directions ....................................................................................................................................................................................... 124
10.6.1 Apply a Style ...................................................................................................................................................................................... 124
10.6.2 Create a MICR Style for Account Information on Cheques ...................................................................................................................... 125
10.6.3 Create a Style..................................................................................................................................................................................... 125
10.6.4 Delete a Style..................................................................................................................................................................................... 127
10.6.5 Edit the Encoding Table for a Style....................................................................................................................................................... 128
10.6.6 Export an Encoding Table.................................................................................................................................................................... 130
10.6.7 Insert PlanetPress Talk Code Before or After Individual Paragraphs ........................................................................................................ 131
10.6.8 Refresh the Font Lists ......................................................................................................................................................................... 131
10.6.9 Set a Default Encoding Table............................................................................................................................................................... 132
10.6.10 Set the Default Style for New Objects and Groups ............................................................................................................................... 132
10.6.11 Spell Check Text in a Text Object....................................................................................................................................................... 133
10.6.12 Use the Thesaurus ............................................................................................................................................................................ 135
10.6.13 View or Edit the Properties of a Style.................................................................................................................................................. 136
10.6.14 Add a Box Object .............................................................................................................................................................................. 137
10.6.15 Install a PostScript Font in PlanetPress Design .................................................................................................................................... 137
10.6.16 Add a Text Object ............................................................................................................................................................................. 138
10.6.17 Define the Colors or Borders of a Box or Text Object ........................................................................................................................... 139
10.6.18 Change the View on the Text Properties ............................................................................................................................................. 142
10.6.19 Change the Width of the Text Object in the Text Area ......................................................................................................................... 142
10.6.20 Change the Background Color of the Text Area ................................................................................................................................... 143
III
Table of contents
10.6.21 Adjust Margins and Indents ............................................................................................................................................................... 143
10.6.22 Set Tabs........................................................................................................................................................................................... 144
10.6.23 Select, Cut, Copy, Paste, Move or Delete Text in a Text Object............................................................................................................. 146
10.6.24 Undo or Redo Editing Operations ....................................................................................................................................................... 147
10.6.25 Insert Text from an External Application into a Text Object.................................................................................................................. 148
10.6.26 Use Variables in a Text Object ........................................................................................................................................................... 148
10.6.27 Apply a Style to Text in a Text Object................................................................................................................................................. 150
10.6.28 Adjust Text Justification and Lines per Unit ......................................................................................................................................... 151
10.6.29 Position Text within the Text Object ................................................................................................................................................... 152
10.6.30 Turn Word Wrap On or Off ................................................................................................................................................................ 153
11 Adding Shapes............................................................................................................................................................................................ 154
11.1 Key Concepts............................................................................................................................................................................................... 155
11.1.1 Shapes............................................................................................................................................................................................... 155
11.2 Detailed Directions ....................................................................................................................................................................................... 156
11.2.1 Add a Shape....................................................................................................................................................................................... 156
12 Adding Resources....................................................................................................................................................................................... 158
12.1 Key Concepts............................................................................................................................................................................................... 159
12.1.1 Resources .......................................................................................................................................................................................... 159
12.2 Detailed Directions ....................................................................................................................................................................................... 160
12.2.1 Add Resources.................................................................................................................................................................................... 160
12.2.2 Update All Image Resources in the PP7 File .......................................................................................................................................... 160
12.2.3 Add PostScript Attachment Resources .................................................................................................................................................. 161
12.2.4 View or Edit the Properties of a PostScript Attachment Resource ............................................................................................................ 161
12.2.5 Edit a PostScript Attachment Resource ................................................................................................................................................. 162
12.2.6 View or Edit the Properties of an Image Resource ................................................................................................................................. 162
12.2.7 Edit an Image Resource ...................................................................................................................................................................... 163
12.2.8 Replace a Resource............................................................................................................................................................................. 164
12.2.9 Delete a Resource............................................................................................................................................................................... 164
12.2.10 Remove Unused Resources................................................................................................................................................................ 166
12.2.11 View the Individual Pages of a Multi-Page PDF Resource...................................................................................................................... 166
13 Adding Images ........................................................................................................................................................................................... 167
13.1 Key Concepts............................................................................................................................................................................................... 168
13.1.1 Static and Dynamic Images ................................................................................................................................................................. 168
13.1.2 Supported Image Formats ................................................................................................................................................................... 169
13.2 Image Formats: Bitmapped, Vector, and Metafile Formats............................................................................................................................... 171
13.2.1 Bitmapped File Format ....................................................................................................................................................................... 171
13.2.2 Vector File Format ............................................................................................................................................................................. 171
13.2.3 Metafile Formats................................................................................................................................................................................. 171
13.3 Resolution ................................................................................................................................................................................................... 172
13.3.1 Image Resolution Settings in PlanetPress Design................................................................................................................................... 172
13.3.2 Suggested Resolution Settings ............................................................................................................................................................. 172
13.4 Color Depth ................................................................................................................................................................................................. 174
13.5 Pixel Dimensions .......................................................................................................................................................................................... 175
13.6 Image Quality .............................................................................................................................................................................................. 176
13.6.1 Line Art Quality................................................................................................................................................................................... 176
13.6.2 Photo Quality ..................................................................................................................................................................................... 176
13.6.3 Image Quality Settings ....................................................................................................................................................................... 176
13.7 Scanline Orientation ..................................................................................................................................................................................... 177
13.8 Image Size on the Document Page ................................................................................................................................................................ 179
13.9 PlanetPress Talk Expressions for Dynamic Images that Reference Image Resources ......................................................................................... 180
13.10 PlanetPress Talk Expressions for Dynamic Images that Reference External Images ......................................................................................... 181
13.10.1 Physical Location of Dynamic Images ................................................................................................................................................. 181
13.10.2 Host-Based or Printer-Based Document Execution ............................................................................................................................... 181
13.10.3 Image Format................................................................................................................................................................................... 182
13.10.4 Summary of Execution Environments.................................................................................................................................................. 183
13.10.5 Examples of PlanetPress Talk Expressions that Resolve to Pathnames................................................................................................... 184
13.11 Image Name and Pathname Resolution in Dynamic Images........................................................................................................................... 187
13.12 Caches ...................................................................................................................................................................................................... 188
13.12.1 Host-Based Cache ............................................................................................................................................................................. 188
13.12.2 Printer-Based Cache.......................................................................................................................................................................... 188
13.13 Guidelines for Optimizing Images ................................................................................................................................................................ 189
13.14 Optimization .............................................................................................................................................................................................. 190
IV
Table of contents
13.14.1 Displaying the Image ........................................................................................................................................................................ 190
13.14.2 Optimization Factors ......................................................................................................................................................................... 190
13.14.3 Fit Setting ........................................................................................................................................................................................ 190
13.14.4 Image Resolution.............................................................................................................................................................................. 191
13.14.5 Color Depth ...................................................................................................................................................................................... 192
13.14.6 Scanline Orientation .......................................................................................................................................................................... 193
13.14.7 Image Contents ................................................................................................................................................................................ 193
13.15 Detailed Directions ..................................................................................................................................................................................... 195
13.15.1 Add a Static Image ........................................................................................................................................................................... 195
13.15.2 Change the Image Resource Associated with a Static Image ................................................................................................................ 197
13.15.3 Add a Dynamic Image that References Image Resources ..................................................................................................................... 197
13.15.4 Add a Dynamic Image that References External Images ...................................................................................................................... 199
13.15.5 Change the Size of an Image ............................................................................................................................................................. 201
13.15.6 Adjust Image Resolution.................................................................................................................................................................... 202
13.15.7 Convert Color Images to Grayscale..................................................................................................................................................... 203
13.15.8 Adjust the Pixel Dimensions of a Bitmapped Image ............................................................................................................................. 204
13.15.9 Adjust the Image Quality Options....................................................................................................................................................... 204
13.15.10 Adjust the Scanline Orientation of Images......................................................................................................................................... 206
13.15.11 Copy External Images for a Dynamic Image to the Runtime Environment............................................................................................ 206
13.15.12 Troubleshoot Image Problems.......................................................................................................................................................... 209
14 Barcodes and Business Graphics................................................................................................................................................................ 210
14.1 Key Concepts............................................................................................................................................................................................... 211
14.1.1 Barcodes............................................................................................................................................................................................ 211
14.1.2 Information on the Barcodes Supported by PlanetPress Design .............................................................................................................. 211
14.1.3 Business Graphics ............................................................................................................................................................................... 227
14.1.4 Excel Business Graphics ...................................................................................................................................................................... 228
14.2 Detailed Directions ....................................................................................................................................................................................... 230
14.2.1 Add a Barcode .................................................................................................................................................................................... 230
14.2.2 Add a Business Graphic ....................................................................................................................................................................... 230
14.2.3 Add an Excel Business Graphic............................................................................................................................................................. 232
15 Working with Objects................................................................................................................................................................................. 235
15.1 Key Concepts............................................................................................................................................................................................... 236
15.1.1 PlanetPress Design Object ................................................................................................................................................................... 236
15.1.2 Object Layering Order ......................................................................................................................................................................... 236
15.1.3 Group ................................................................................................................................................................................................ 236
15.1.4 Snapping Points.................................................................................................................................................................................. 237
15.1.5 Repeat Properties of an Object or Group .............................................................................................................................................. 240
15.2 Detailed Directions ....................................................................................................................................................................................... 244
15.2.1 Convert an Object to PlanetPress Talk .................................................................................................................................................. 244
15.2.2 Debug an Object or Group................................................................................................................................................................... 245
15.2.3 Set the Basic Attributes of an Object or Group ...................................................................................................................................... 245
15.2.4 Set the Manipulation Properties of an Object or Group........................................................................................................................... 247
15.2.5 Select Objects and/or Groups .............................................................................................................................................................. 247
15.2.6 Lock and Unlock Objects and Groups ................................................................................................................................................... 248
15.2.7 Reposition Objects and/or Groups ........................................................................................................................................................ 249
15.2.8 Resize Objects and/or Groups.............................................................................................................................................................. 249
15.2.9 View or Edit the Properties of an Object or Group ................................................................................................................................. 251
15.2.10 Delete Objects and/or Groups ............................................................................................................................................................ 251
15.2.11 Align Objects and/or Groups .............................................................................................................................................................. 252
15.2.12 Rotate Objects and/or Groups............................................................................................................................................................ 253
15.2.13 Duplicate Objects and/or Groups........................................................................................................................................................ 253
15.2.14 Snap or Unsnap Objects and/or Groups .............................................................................................................................................. 254
15.2.15 Group and Ungroup Objects and/or Groups ........................................................................................................................................ 256
15.2.16 Use the Repeat Properties of an Object or Group ................................................................................................................................ 256
15.2.17 Edit the Layering Order of Objects ..................................................................................................................................................... 258
15.2.18 Copy Values of Properties between Objects and/or Groups .................................................................................................................. 259
16 Working with Metadata.............................................................................................................................................................................. 260
16.1 More on Metadata ........................................................................................................................................................................................ 261
16.2 Add a Metadata Field.................................................................................................................................................................................... 269
17 Graybar Reports ......................................................................................................................................................................................... 270
17.1 Key Concepts............................................................................................................................................................................................... 271
17.1.1 Graybar Report................................................................................................................................................................................... 271
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Table of contents
17.2 Detailed Directions ....................................................................................................................................................................................... 272
17.2.1 Create a Graybar Report ..................................................................................................................................................................... 272
18 Conditions .................................................................................................................................................................................................. 275
18.1 Key Concepts............................................................................................................................................................................................... 276
18.1.1 Conditions .......................................................................................................................................................................................... 276
18.1.2 Global Conditions................................................................................................................................................................................ 276
18.1.3 Local Conditions ................................................................................................................................................................................. 277
18.1.4 Line Conditions ................................................................................................................................................................................... 277
18.1.5 Variables............................................................................................................................................................................................ 278
18.2 Detailed Directions ....................................................................................................................................................................................... 280
18.2.1 Add a PlanetPress Talk Object ............................................................................................................................................................. 280
18.2.2 Enter a PlanetPress Talk Expression in a Text Box ................................................................................................................................. 280
18.2.3 PlanetPress Supports Global Variables in the Global Function Library Manager......................................................................................... 282
18.2.4 Use the PlanetPress Talk Properties ..................................................................................................................................................... 282
18.2.5 Create a Global Condition .................................................................................................................................................................... 285
18.2.6 View or Edit the Properties of a Global Condition................................................................................................................................... 287
18.2.7 Apply or Remove a Global Condition..................................................................................................................................................... 287
18.2.8 Use a Global Condition as a Variable .................................................................................................................................................... 288
18.2.9 Create a Global Variable ...................................................................................................................................................................... 289
18.2.10 View or Edit a Global Variable ............................................................................................................................................................ 289
18.2.11 Delete a Global Variable .................................................................................................................................................................... 290
18.2.12 Combine Global Conditions ................................................................................................................................................................ 291
18.2.13 Override a Global Condition ............................................................................................................................................................... 293
18.2.14 Delete a Global Condition .................................................................................................................................................................. 294
18.2.15 Create, Edit, or Delete Local Conditions .............................................................................................................................................. 295
18.2.16 Create or Remove a Line Condition .................................................................................................................................................... 296
18.2.17 Verify a Condition ............................................................................................................................................................................. 297
18.2.18 Add a Global Function ....................................................................................................................................................................... 298
18.2.19 View or Edit a Global Function ........................................................................................................................................................... 298
18.2.20 Delete a Global Function.................................................................................................................................................................... 299
18.3 Code Samples .............................................................................................................................................................................................. 300
18.3.1 Print a variable number of copies of a page based on a value in the datastream ..................................................................................... 300
18.3.2 Store two lines of input data on one line of the data page ..................................................................................................................... 300
18.3.3 Print a page n-up................................................................................................................................................................................ 300
18.3.4 Print a line of text on odd-numbered pages .......................................................................................................................................... 301
18.3.5 Determine the proper page to print based on the width of the data in the data page ............................................................................... 301
19 Printing a Document .................................................................................................................................................................................. 302
19.1 Key Concepts............................................................................................................................................................................................... 303
19.1.1 Trigger............................................................................................................................................................................................... 303
19.2 Trigger Syntax ............................................................................................................................................................................................. 304
19.2.1 Trigger Syntax for Documents Installed on a Hard Disk ......................................................................................................................... 304
19.2.2 Trigger Syntax for Documents Installed in RAM..................................................................................................................................... 304
19.2.3 Trigger Syntax for Documents Installed in Flash Memory ....................................................................................................................... 304
19.3 Techniques for Inserting Triggers .................................................................................................................................................................. 306
19.4 How a Variable Content Document Runs on a Printer...................................................................................................................................... 307
19.4.1 Phase 1: Data Reading........................................................................................................................................................................ 307
19.4.2 Phase 2: Global Condition Resolution ................................................................................................................................................... 307
19.4.3 Phase 3: Document Page Printing ........................................................................................................................................................ 307
19.5 Detailed Directions ....................................................................................................................................................................................... 308
19.5.1 Run a Document Installed on a Printer ................................................................................................................................................. 308
19.5.2 Run a Document Installed in a PlanetPress Suite Workflow Tool............................................................................................................. 308
19.5.3 Run a Document that Uses a Database Emulation ................................................................................................................................. 309
19.5.4 Run Several Documents as a Single Job ............................................................................................................................................... 309
19.5.5 Troubleshoot Execution Problems ........................................................................................................................................................ 310
20 Managing Documents and Printers ............................................................................................................................................................ 311
20.1 Key Concepts............................................................................................................................................................................................... 312
20.1.1 Information about Documents on a Printer ........................................................................................................................................... 312
20.1.2 Printer Firmware Version ..................................................................................................................................................................... 312
20.1.3 Printer Settings................................................................................................................................................................................... 313
20.1.4 Form Cache........................................................................................................................................................................................ 313
20.2 Detailed Directions ....................................................................................................................................................................................... 314
20.2.1 Obtain Information from a Printer ........................................................................................................................................................ 314
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Table of contents
20.2.2 Delete Documents or Files on the Printer.............................................................................................................................................. 314
20.2.3 Control Versions of a Document........................................................................................................................................................... 315
20.2.4 Adjust Printer Settings ........................................................................................................................................................................ 317
21 Previewing and Installing Documents ....................................................................................................................................................... 318
21.1 Key Concepts............................................................................................................................................................................................... 319
21.1.1 Converted Document .......................................................................................................................................................................... 319
21.1.2 PP7 File.............................................................................................................................................................................................. 320
21.1.3 PTK File ............................................................................................................................................................................................. 320
21.1.4 Printing Using a Windows Driver .......................................................................................................................................................... 320
21.1.5 Soft Proofs ......................................................................................................................................................................................... 320
21.1.6 Previews of Documents that Use ASCII Emulation ................................................................................................................................. 321
21.1.7 Virtual Drive Manager ......................................................................................................................................................................... 322
21.2 Detailed Directions ....................................................................................................................................................................................... 323
21.2.1 Preview a Document On Screen ........................................................................................................................................................... 323
21.2.2 Print a Document Preview ................................................................................................................................................................... 326
21.2.3 Print Using a Windows Driver............................................................................................................................................................... 327
21.2.4 Generate a Soft Proof ......................................................................................................................................................................... 329
21.2.5 Convert a Document and Save It to a File............................................................................................................................................. 331
21.2.6 Control Access to Your Locally Installed Services ................................................................................................................................... 332
21.2.7 Install a Document ............................................................................................................................................................................. 333
21.2.8 Perform a Batch Conversion and/or Installation..................................................................................................................................... 336
21.2.9 Print a Document without Data ............................................................................................................................................................ 337
21.2.10 Exclude the Sample Data File from the PP7 File................................................................................................................................... 337
21.2.11 Move a Document between PlanetPress Design Installations ................................................................................................................ 338
22 Color Management ..................................................................................................................................................................................... 339
22.1 Key Concepts............................................................................................................................................................................................... 340
22.1.1 Color in PlanetPress Design ................................................................................................................................................................. 340
22.2 Detailed Directions ....................................................................................................................................................................................... 343
22.2.1 Install Profiles..................................................................................................................................................................................... 343
22.2.2 Set Up Color Management in PlanetPress Design................................................................................................................................... 343
23 Optimization............................................................................................................................................................................................... 345
23.1 Maximum Line Length .................................................................................................................................................................................. 346
23.2 Comma Separated Value (CSV) and Database Emulations ............................................................................................................................... 347
23.3 User-Defined Emulation ................................................................................................................................................................................ 348
23.4 Optimize Search in User-Defined Emulation.................................................................................................................................................... 349
23.5 Conditions ................................................................................................................................................................................................... 350
23.6 Fonts........................................................................................................................................................................................................... 351
23.7 Images........................................................................................................................................................................................................ 352
23.7.1 Scanline Orientation............................................................................................................................................................................ 352
23.7.2 PDF Resources ................................................................................................................................................................................... 353
23.7.3 Pixel Dimensions of Bitmapped Images ................................................................................................................................................ 353
23.7.4 Image Quality..................................................................................................................................................................................... 354
23.7.5 Full Page Image of Graphical Elements................................................................................................................................................. 354
23.7.6 Image Color Depth ............................................................................................................................................................................. 354
24 Keyboard Shortcuts.................................................................................................................................................................................... 355
24.1 PlanetPress Design General........................................................................................................................................................................... 356
24.1.1 Exit PlanetPress Design ....................................................................................................................................................................... 356
24.1.2 Use the Help System........................................................................................................................................................................... 356
24.1.3 Show or Hide Areas of the Program Window......................................................................................................................................... 356
24.1.4 Work with Hierarchies ......................................................................................................................................................................... 357
24.1.5 Work in the Document Structure Area .................................................................................................................................................. 357
24.1.6 Work with Documents ......................................................................................................................................................................... 357
24.1.7 Preview and Install Documents ............................................................................................................................................................ 358
24.1.8 Work with Pages................................................................................................................................................................................. 358
24.1.9 Adjust the Zoom ................................................................................................................................................................................. 359
24.1.10 Use Basic Editing Commands ............................................................................................................................................................. 359
24.1.11 Work in the Data Pane ...................................................................................................................................................................... 360
24.1.12 Work with the Data File ..................................................................................................................................................................... 360
24.1.13 Work with Data Selections ................................................................................................................................................................. 361
24.1.14 Use the Hex Viewer........................................................................................................................................................................... 361
24.1.15 Work with Objects ............................................................................................................................................................................ 362
24.1.16 Work in the Text Properties of a Text Object....................................................................................................................................... 365
VII
Table of contents
24.2 PlanetPress Talk Editor ................................................................................................................................................................................. 366
24.2.1 General.............................................................................................................................................................................................. 366
24.2.2 Show or Hide Areas of the Editor ......................................................................................................................................................... 366
24.2.3 Expand or Collapse Groups in the Commands Area................................................................................................................................ 367
24.2.4 Work in the Code Area ........................................................................................................................................................................ 367
24.2.5 Use Command Name Completion/Argument Insertion ........................................................................................................................... 367
24.2.6 Undo Commands ................................................................................................................................................................................ 367
24.2.7 Work with Selections........................................................................................................................................................................... 368
24.2.8 Add/Remove Comments ...................................................................................................................................................................... 368
24.2.9 Indent Code ....................................................................................................................................................................................... 368
24.2.10 Search ............................................................................................................................................................................................. 369
24.2.11 Jump to a Specific Line...................................................................................................................................................................... 369
24.2.12 Use Bookmarks................................................................................................................................................................................. 369
24.2.13 Execute a Program............................................................................................................................................................................ 369
24.2.14 Debug Code ..................................................................................................................................................................................... 369
24.2.15 Print the Script.................................................................................................................................................................................. 370
VIII
1 Other Documentation
For more documentation on different PlanetPress Suite Products, refer to:
PlanetPress Design User Guide
PlanetPress Talk Reference Guide
Trigger and Data Capture Guide
PlanetPress Search User Guide
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2 Understanding the PlanetPress Suite
This section introduces PlanetPress Suite and its components.
This section contains answers to the following questions:
• What is the PlanetPress Suite and what is the role of each product in the suite? (Page 3)
• What is meant by the term document? (Page 3)
• What is a variable content document and how does PlanetPress Design implement variable content
documents? (Page 3)
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2.1 Key Concepts
Before you begin to create documents, you should understand the following key concepts:
• The PlanetPress Suite (Page 3)
• Document (Page 5)
• Variable Content Document (Page 5)
• Date and Time Format (Page 5)
2.1.1 The PlanetPress Suite
What is the PlanetPress Suite and what is the role of each product in the suite?
PlanetPress Suite is a tightly integrated set of products for creating, executing, distributing, and archiving
variable content documents. PlanetPress Suite is designed to handle high-volume variable data printing on
PostScript® printers and is optimized to enable such printers to operate close to their rated engine speed.
There are five products in PlanetPress Suite:
• PlanetPress Design (Page 3)
• PlanetPress Watch (Page 4)
• PlanetPress Office (Page 4)
• PlanetPress Production (Page 4)
• PlanetPress Imaging (Page 3)
▪ PlanetPress Fax (Page 4)
▪ PlanetPress Image (Page 5)
▪ PlanetPress Search (Page 5)
PlanetPress Watch, PlanetPress Office and PlanetPress Production are PlanetPress Suite Workflow Tools.
PlanetPress Design
PlanetPress Design is a WYSIWYG (What You See Is What You Get) authoring tool for variable content
documents.
PlanetPress Imaging
PlanetPress Image
PlanetPress Image adds PDF capabilities to the PlanetPress Suite Workflow Tools. You use PlanetPress Image
to create a PDF copy of a document to email, or to create PDF archives of documents that you, or others in
your company, can then search using PlanetPress Search.
PlanetPress Fax
PlanetPress Fax adds fax capabilities to the PlanetPress Suite Workflow Tools. This means one of the output
streams for your document may be a fax output.
You can define the number of times you want PlanetPress Fax to attempt to send the fax. If PlanetPress Fax is
unable to transmit a fax successfully, it can print or email the fax, enabling you to track any faxes that do not
successfully transmit. PlanetPress Fax also maintains a log of its operations that you can consult for
information about its fax activity.
PlanetPress Search
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Understanding the PlanetPress Suite - Key Concepts
PlanetPress Search is a plug-in for Adobe® Acrobat® or Adobe® Reader® that you can use to search the PDF
archives you create in PlanetPress Image. You define the search indices for a document when you create it in
PlanetPress Design.
PlanetPress Office
In addition to all of the options and functions available in PlanetPress Watch, PlanetPress Office also offers:
• Capturing inputs from any host systems
• Document Input: using PDF documents as data files.
• Windows Input: capturing print job sent from any Windows application.
• Output on any number of non-PostScript devices and all licensed PostScript devices.
PlanetPress Production
PlanetPress Production is the fully functional workflow tool, offering, in addition to all of the options and
functions
available in both PlanetPress Watch and Office, the following extra features:
• Output on any number of PostScript or non-PostScript devices, whether licensed or not. Obviously,
printing on a PostScript device in printer centric mode will require said device to have a valid and active
license.
PlanetPress Watch
PlanetPress Watch opens the door to more complex document processing, distribution, and archiving
possibilities. In PlanetPress Watch, you create tasks that control your document management workflow.
You create a set of different tasks that make up processes that carry out various actions, such as receive
data, analyze it and the send it to the appropriate printer. The flexibility of PlanetPress Watch, in concert
with the capabilities provided by PlanetPress Image, PlanetPress Search, and PlanetPress Fax, also
provides a means for more fully automating and increasing the efficiency of workflows.
In PlanetPress Watch you can:
• Run jobs immediately or schedule jobs to run automatically.
• Produce multiple output streams for jobs. For example, you might set up a single PlanetPress Watch
process to print a copy of an invoice to send to a customer, fax a shipping confirmation to the customer,
email a Portable Document Format (PDF) copy of the invoice to accounting, and archive a PDF copy.
PlanetPress Fax and PlanetPress Image provide the faxing and PDF capabilities, respectively.
• Split a large print job over several printers, including printers in different geographical locations.
• Use variable content documents that dynamically pull information from an Open Database Connectivity
compliant database.
• Write scripts to dynamically process the variable data for a document.
• Query printers on their current state, and take an action based on the response. For example, if a query
determines the toner is low in a printer, the action might be to send an email to the technician
responsible for maintaining that printer.
PlanetPress Fax
PlanetPress Fax adds fax capabilities to PlanetPress Watch/Server. This means one of the output streams for
your document may be a fax output.
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Understanding the PlanetPress Suite - Key Concepts
You can define the number of times you want PlanetPress Fax to attempt to send the fax. If PlanetPress Fax is
unable to transmit a fax successfully, it can print or email the fax, enabling you to track any faxes that do not
successfully transmit. PlanetPress Fax also maintains a log of its operations that you can consult for
information about its fax activity.
PlanetPress Image
PlanetPress Image adds PDF capabilities to PlanetPress Watch/Server. You use PlanetPress Image to create a
PDF copy of a document to email, or to create PDF archives of documents that you, or others in your
company, can then search using PlanetPress Search.
PlanetPress Search
PlanetPress Search is a plug-in for Adobe® Acrobat® or Adobe® Reader® that you can use to search the PDF
archives you create in PlanetPress Image. You define the search indices for a document when you create it in
PlanetPress Design.
PlanetPress Talk
PlanetPress Talk is not a product as such, this is why you do not find it listed as one of the components of the
PlanetPress Suite. In fact, PlanetPress Talk is a language developed for the PlanetPress Suite components,
which you can use to customize PlanetPress Design documents as well as PlanetPress Watch/Server
configurations.
For detailed explanations on the PlanetPress Talk language as well as on all its commands, refer to the
PlanetPress Talk Reference Guide.
2.1.2 Document
What is meant by the term document?
A document is essentially anything such as an invoice, financial statement, monthly report, brochure, booklet,
cheque, form letter, catalogue, price list, graybar report, survey, shipping label, cheque, insurance policy, tax
return, bank statement, receipt, notice, price list, and direct mail material.
Related topics:
• Variable Content Document (Page 5)
2.1.3 Date and Time Format
What format should I use to enter dates and times?
To simplify things and to prevent errors, date and time formats have been standardized.
• Date are entered and displayed as yyyy/MM/dd (2007/06/13, for example).
• Times are entered and displayed using the 24 hour format as HH:mm:ss (3:38:54 PM, for example, is
entered and displayed as 15:38:54).
2.1.4 Variable Content Document
What is a variable content document and how does PlanetPress Design implement variable content
documents?
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Understanding the PlanetPress Suite - Key Concepts
A variable content document is one that can dynamically change its content and appearance based on the
data it receives at runtime.
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3 PlanetPress Design Basics
This chapter provides basic information about the PlanetPress Design user interface and how to use it.
In this section, you learn to:
• Start PlanetPress Design (Page 16)
• Exit PlanetPress Design (Page 17)
• Create a New Document (Page 17)
• Open a Document (Page 17)
• Refresh a Document (Page 18)
• Save a Document (Page 19)
• Save and Open a Document Template (Page 19)
• Set a Password on a Document (Page 19)
• Undo and Redo Commands (Page 19)
• Use Online Help (Page 20)
• Expand and Collapse Elements in the Structure Area (Page 20)
• Select and Move Elements in the Structure Area (Page 20)
• Cut, Copy, and Paste Elements in the Structure Area (Page 21)
• Change the Display Name of an Element in the Structure Area (Page 22)
• Drag and Drop Files into the Program Window Areas (Page 22)
• Resize the Program Window Area (Page 23)
• Show or Hide Areas of the Program Window (Page 14)
• Dock and Undock Areas of the Program Window (Page 11)
• Using the Work, Hand, and Zoom Tool Pointers (Page 16)
• Use the Zoom Tools (Page 16)
• Use the Object Inspector (Page 14)
• Use the Object Preview (Page 15)
• Use the Messages Area (Page 14)
• Remove Background Color (Page 12)
• Named Colors (Page 12)
This section also answers the following questions:
• What are the elements of the PlanetPress Design Program window? (Page 8)
• What is the Object Preview? (Page 8)
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3.1 Key Concepts
To use the PlanetPress Design interface effectively, you should understand the following key concepts:
• The PlanetPress Design Program Window (Page 8)
• Object Preview (Page 10)
3.1.1 The PlanetPress Design Program Window
What are the elements of the PlanetPress Design Program window?
The following key elements show when you start the PlanetPress Design user interface: the PlanetPress
Design Button; the Quick Access Toolbar; the Ribbon with its Tabs, Groups and Controls; the Document
Structure area; the Object Inspector; the Data Pane; the Messages area; the Document Page area and the
status bar. When you start PlanetPress Design for the first time, these elements appear in their default
positions.
The descriptions that follow include references to PlanetPress Design objects used to add data, text, graphics,
and intelligence to your document.
A) PlanetPress Design Button. B) Quick Access Toolbar. C) Ribbon Tabs. D) Ribbon Groups. E) Ribbon Controls. F) Object
Inspector. G) Data Pane. H) Document Structure area. I) Document Page Area. J) Status bar.
Related topics:
• The PlanetPress Design Button (Page 8)
• The PlanetPress Design Ribbon (Page 8)
• The PlanetPress Quick Access Toolbar (Page 9)
• Document Page Area (Page 9)
• Data Pane (Page 9)
• Document Structure Area (Page 9)
• Object Inspector (Page 10)
• Messages Area (Page 10)
The PlanetPress Design Button
The PlanetPress Design Button replaces the File menu from previous versions, and provides access to the File
menu options.
The PlanetPress Design Ribbon
The PlanetPress Design Ribbon replaces the main menu and toolbars of previous versions, and centralizes
commands, organizing them into a set of Tabs, each Tab containing Groups of Controls. Each tab on the
Ribbon displays the commands that are most relevant to a given feature set. For instance, the Objects tab in
PlanetPress Design is used to draw any of the supported objects.
You can minimize the Ribbon by right-clicking on it and selecting Minimize the Ribbon.
You can also customize the Ribbon's color scheme in the User Options window.
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PlanetPress Design Basics - Key Concepts
The PlanetPress Quick Access Toolbar
The PlanetPress Design Quick Access Toolbar is displayed, by default, on the right side of the PlanetPress
Design Button, and provides one-click shortcuts to commonly used functions and features.
You may customize the commonly used shortcuts you want by right-clicking on any element you would like to
assign to the Quick Access Toolbar and selecting Add to Quick Access Toolbar. Conversely, you can
remove any element by right-clicking it on the Quick Acces Toolbar and selecting Remove from Quick
Access Toolbar.
The Quick Access Toolbar can also be displayed either above or below the PlanetPress Design Ribbon.
Document Page Area
The Document Page area displays the pages of your document. You can set the paper format (8.5 x 11 inches,
A4) for the entire document as well as for each individual page of the document.
You can also set the default paper format in the User Options dialog box, and the Page area displays one page
of your document at a time.
Data Pane
The Data Pane is a view on your input data, and one of the ways you can select data to include in your
document. The Data Pane is a component of the Data Selector and its contents and appearance reflect the
options set for it in the Data Selector.
You can drag and drop a data selection directly from the Data Pane into the Page area to quickly create a data
selection object, a bar code object, or a business graphic object.
In the Document Structure area or in the Page area, when you select a data selection, bar code, or business
graphic that uses a Contiguous data selection, PlanetPress Design highlights the data selection for that object
in the Data Pane.
Document Structure Area
The Document Structure area is a hierarchical representation of all the elements in your document. You can
use the expand/collapse buttons in the hierarchy to expand and collapse the top level folders of the hierarchy
as well as the contents of each page, and the contents of any group of objects.
You can use the Structure area to do the following:
• Assign and View multiple sample data files.
• View all the elements in a document.
• Select any element in a document.
• Add or delete document elements.
• Copy, cut, and paste elements in a document.
• Select objects.
• Navigate among the pages of your document.
• Dock and undock the Structure area or hide it, and can configure the appearance of the Structure area.
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PlanetPress Design Basics - Key Concepts
Object Inspector
The Object Inspector displays the element’s properties (object, group, page, document, condition, style,
attachment, image resource, global variable, global function) currently selected in the Structure area or in the
Page area. If you select several elements, the Object Inspector displays values only for those properties that
are common to all the selected elements. If you select an image resource, the Object Inspector also displays
the image.
The number of elements currently selected appears in the upper left of the Object Inspector, and you use the
Object Inspector to view and edit properties.
You can dock and undock the Object Inspector, or hide it.
Messages Area
The Messages area displays messages from the PlanetPress Talk Converter, and is useful when you add
PlanetPress Talk objects, or objects that include PlanetPress Talk statements to your document. Any errors the
PlanetPress Talk Converter encounters in your code, it displays in the Messages area. These include converter
errors, run error messages, and any debugging strings you instructed your code to output using the
PlanetPress Talk outputdebugstring() command.
PlanetPress Design also uses the Messages area to report any problems it had carrying out certain operations
and how it resolved those problems (for example, opening a document that references unavailable fonts, or
importing a PlanetPress Design 3 document that used the same name for two different elements).
The type of message appears to the right of the message itself, and you can set a distinct color for converter
errors, for run errors, and for debugging strings. This makes it easier to quickly distinguish one message type
from another. Notification messages always appear in black.
You can double-click a message to have PlanetPress Design display the source of the error, and you can dock
and undock the Messages area, or hide it.
PlanetPress Design clears the Messages area automatically when you open an existing document, or import an
FSL form or PlanetPress Design 3 document. You can also clear the area manually.
3.1.2 Object Preview
What is the Object Preview?
The Object Preview is available when you add an object or group to your document, or edit its properties.
You use it to preview the effect of property settings, and to help determine the appropriate setting for a given
property. As you change the property settings of an object or a group, the Object Preview updates to display
the result of the modifications. It can also display messages from the PlanetPress Talk Converter that can help
you debug the object or group.The default zoom level in the Object Preview is 75%.
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3.2 Detailed Directions
This section includes the following procedures:
• Start PlanetPress Design (Page 16)
• Exit PlanetPress Design (Page 17)
• Create a New Document (Page 17)
• Open a Document (Page 17)
• Refresh a Document (Page 18)
• Save a Document (Page 19)
• Save and Open a Document Template (Page 19)
• Set a Password on a Document (Page 19)
• Undo and Redo Commands (Page 19)
• Use Online Help (Page 20)
• Expand and Collapse Elements in the Structure Area (Page 20)
• Select and Move Elements in the Structure Area (Page 20)
• Cut, Copy, and Paste Elements in the Structure Area (Page 21)
• Change the Display Name of an Element in the Structure Area (Page 22)
• Drag and Drop Files into the Program Window Areas (Page 22)
• Resize the Program Window Area (Page 23)
• Show or Hide Areas of the Program Window (Page 14)
• Dock and Undock Areas of the Program Window (Page 11)
• Using the Work, Hand, and Zoom Tool Pointers (Page 16)
• Use the Zoom Tools (Page 16)
• Use the Object Inspector (Page 14)
• Use the Object Preview (Page 15)
• Use the Messages Area (Page 14)
• Remove Background Color (Page 12)
• Named Colors (Page 12)
3.2.1 Dock and Undock Areas of the Program Window
To undock an area:
• Double-click the title bar of a docked area or group (tabbed or stacked areas). In the case of a group,
you can undock a single area in the group by double-clicking its tab.
To dock a floating area:
• Double-click the title bar of a docked area or group (tabbed or stacked areas). PlanetPress Design docks
the area in its most recent docked position.
To show an area within a tabbed group:
• Click the tab of the area you want to show. If the tab is not visible, use the navigation buttons located to
the right of the tabs.
To expand or restore an area within a stacked group:
• Click the area’s expand ( ) or restore ( ) button.
To reset all areas to their default docking positions:
• Press CTRL when you start PlanetPress Design. Note that this also resets the toolbars to their default
position.
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PlanetPress Design Basics - Detailed Directions
Related topics:
• Resize the Program Window Area (Page 23)
• Show or Hide Areas of the Program Window (Page 14)
3.2.2 Named Colors
To display the Color Picker:
• In the properties dialog box of an object, click .
To select a color using the color box:
1. In the color spectrum box, click on a point, or click and drag a point to a new color.
2. Release when the pointer is over the color you want.
To select a color from the palette:
• Click in the color pot that contains the color you require.
To select a color using a CMYK or RGB settings:
1. Choose the color model you want to use in the drop-down list.
2. Click and drag the sliders for each one of the basic colors.
To select a grayscale value:
1. Choose the GRAY color model.
2. Click and drag the slider to the new value.
To select a color that appears anywhere on the screen:
1. In the Color Picker, click .
2. Position the crosshair over the color you want to select and click.
To create a custom palette:
You create a custom palette whenever you make any change to the colors displayed by default in the color
palette.
1. If necessary, change the current color to one you want to add to the custom palette.
2. Click in the current color and drag it to one of the color pots. The color pot may or may not be empty. A
color wheel ( ) indicates an empty color pot.
3. Enter the name of the color and click OK.
4. Repeat step 1 through step 3 for each color you want to add to your custom palette.
To reset the color palette to its default colors:
1. Right-click in any of the color pots in the palette.
2. Click Reset Custom Colors to Defaults.
3.2.3 Remove Background Color
In the Color Picker, a new option called Remove background color is available with the CMYK color model.
The main purpose of this feature is to reduce the amount of colored ink used by the printer.
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PlanetPress Design Basics - Detailed Directions
Bear in mind that this option will modify the colors as they come out at the printer. Also note that colors on
the printed page may differ depending on various factors, such as the color itself, the printer and the paper.
A. The new under color removal feature; B. The amount of ink the printer will use to print the selected color; C. The
selected color
In the case of the red selected in the previous illustration, using the Remove background color feature saves a
considerable amount of cyan, magenta and yellow ink, as shown below.
A. The Remove background color feature selected, colored ink is replaced by black ink when possible; B. The amount of
cyan, magenta and yellow ink used to print the selected color is now 50% less and the amount of black ink is now 50%
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PlanetPress Design Basics - Detailed Directions
3.2.4 Show or Hide Areas of the Program Window
To show or hide a Program window area:
• Choose View and then the area you want to show or hide. PlanetPress Design updates the Program
window to reflect the requested show/hide.
Related topics:
• Dock and Undock Areas of the Program Window (Page 11)
3.2.5 Use the Messages Area
To find the source of an error:
• In the Messages area of the PlanetPress Design Program window, double-click the error.
To clear some or all of the messages in the Messages area:
• Right-click in the Messages area and choose either Clear all messages or a given message category
(converter error, run error, outputdebugstring, or notification).
To save the contents of the Messages area to a file:
1. Right-click in the Messages area and choose Save PlanetPress Talk Messages.
2. In the Save PlanetPress Talk Messages dialog, navigate to the folder in which you want to save the
file, enter a file name for the saved file, and click Save.
Related topics:
• Messages Area (Page 10)
• Object Preview (Page 10)
3.2.6 Use the Object Inspector
To edit properties Using the Object Inspector:
1. Select the element (object, page, document, condition, style, attachment) you want to change. To
change multiple elements, do a multiple selection (CTRL-click).
2. In the Object Inspector, select the property you want to edit. If you selected multiple elements, only
those properties common to all of the selected elements appear in the Object Inspector. If necessary
use the scroll bar and/or the expand/collapse button.
3. Edit the property using the appropriate method, as described below:
▪ If the property lets you enter any value, type in the new value and press ENTER.
▪ If the property is associated with a list of possible values, select the new value from the list.
▪ If the property lets you select any value, click the selection button located to the right of the value
field. For example, if the button is for a PlanetPress Talk before, PlanetPress Talk after, or
PlanetPress Talk code property, click it to launch the PlanetPress Talk Editor.
To resize the name or value pane:
1. In the Object Inspector, position the pointer over the vertical bar that separates the two panes.
The pointer changes to a double-headed arrow.
2. Drag left or right to resize the panes.
To expand or collapse a group:
• In the Object Inspector, click the expand/collapse button for the group.
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PlanetPress Design Basics - Detailed Directions
Related topics:
• Object Inspector (Page 10)
3.2.7 Use the Object Preview
The Object Preview window lets you see objects before they are actually created. The object preview window
has its own Message area displaying PlanetPress Talk error messages.
Note that if you hide the Object Preview, it will remain hidden for all objects and groups. Also note that the
Object Preview remembers its last state.
A) Object Preview toolbar. B) Object Preview window. C) Object Preview Message area. D) Object Preview Zoom In
button. E) Object Preview Zoom box. F) Object Preview Zoom Out button. G) Fit in Window button. H) Fit Object Width
in Window button. I) Show Messages button.
To show or hide the Object Preview:
• In the properties dialog box of any object, click .
To update the Object Preview after entering PlanetPress Talk code:
• In the PlanetPress Talk properties in which you entered the PlanetPress Talk code, click Refresh
Preview.
To show or hide the Message area of the Object Preview:
• In the Object Preview toolbar, click Show Messages.
To clear some or all of the messages in the Messages area of the Object Preview:
• Right-click in the Messages area and choose Clear all messages.
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PlanetPress Design Basics - Detailed Directions
To adjust the zoom in the Object Preview:
• Click in the Zoom box of the Object Preview toolbar and enter a new zoom value. The zoom value can
be any value from 10 to 1000.
To reposition the contents of the Object Preview:
• With the Hand tool selected, position the Hand tool pointer over the contents of the Object Preview, click
and drag.
3.2.8 Use the Zoom Tools
To set a specific zoom level:
• In the Zoom toolbar, click in the Current zoom factor box and enter the new zoom. The zoom factor
can be any value from 10 to 1000.
To zoom in or out using the Zoom toolbar:
• In the Zoom toolbar, click Zoom In or Zoom Out.
To zoom in or out using the Zoom tool pointer:
1. Select the Zoom tool pointer.
2. To zoom in, click anywhere in the Page area.
Related topics:
• Using the Work, Hand, and Zoom Tool Pointers (Page 16)
• Use the Object Inspector (Page 14)
• Named Colors (Page 12)
3.2.9 Using the Work, Hand, and Zoom Tool Pointers
By default, when you start PlanetPress Design the Work tool pointer is active. The Work tool pointer is used to
select objects. The Hand tool pointer is used to move the document page and the Zoom tool pointer is used to
modify the document page’s zoom setting. To select a different tool pointer, simply click the corresponding
icon in the Tools toolbar.
Related topics:
• Use the Zoom Tools (Page 16)
• Use the Object Preview (Page 15)
3.2.10 Close a Document
To close a document:
• From the PlanetPress Design Button, choose Close.
3.2.11 Start PlanetPress Design
To start PlanetPress Design with a blank document loaded:
• In the Windows Start menu, choose Programs | PlanetPress Suite 7 | PlanetPress Design.
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PlanetPress Design Basics - Detailed Directions
Related topics:
• Exit PlanetPress Design (Page 17)
3.2.12 Exit PlanetPress Design
1. From the PlanetPress Design Button, choose Exit.
Yes: Save all unsaved work and then exit.
No: Exit without saving any unsaved work.
Cancel: Cancel the exit request.
Always save before closing: Check to have PlanetPress Design always save any unsaved work
automatically before exiting.
2. Check the option if desired and click the appropriate button.
Related topics:
• Start PlanetPress Design (Page 16)
3.2.13 Create a New Document
If you start PlanetPress Design with a blank document loaded you can create your new document by working
on the blank document. Alternatively, if you already have a document open in PlanetPress Design, you can
use the following procedure to create a new document.
To create a new document:
• From the PlanetPress Design Button, choose New.
Related topics:
• Open a Document (Page 17)
• Save a Document (Page 19)
• Refresh a Document (Page 18)
3.2.14 Open a Document
You can open the document from PlanetPress Design or from Windows. Documents created using PlanetPress
Design6 as well as those created with versions 4 and 5 can be opened directly. Those documents that were
created using PlanetPress Design 3 must be imported.
When opening PlanetPress 4 documents created with earlier releases of this software, some style changes
may not be imported correctly. When this occurs, you can fix the problem by first opening the documents with
a later release PlanetPress 4, by saving it and then by opening it again with PlanetPress Design6. In some
cases you may also have to reapply the style changes before opening the document with PlanetPress Design
6.
To open a document edited with PlanetPress Design version 4 to 6:
1. From the PlanetPress Design Button, choose Open.
2. In the Open Document dialog box, navigate to the PlanetPress Design document you want to open and
click Open.
By default, PlanetPress Design looks for documents with the PP6 extension. If the document was
created with either version 4 or 5, select the corresponding extension in the File of type box.
3. If the document is password protected, enter the correct password in the dialog box displayed by
PlanetPress Design.
4. If the sample data file associated with the document is more recent than the copy in the document,
confirm whether or not to update the copy in the dialog box displayed by PlanetPress Design.
5. If any of the attachments associated with the document are more recent than the copy in the document,
confirm whether or not to update the copy in the dialog box displayed by PlanetPress Design.
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PlanetPress Design Basics - Detailed Directions
6. If any of the static image resources associated with the document are more recent than the copy in the
document, confirm whether or not to update the copy in the dialog box displayed by PlanetPress Design.
The first page of the document appears in the Page area of the program window. The sample data
associated with the document appears in the Data Pane.
To open a document edited with PlanetPress Design version 3:
1. From the PlanetPress Design Button, choose Import | PlanetPress Design 3 Document.
2. In the Import PlanetPress Design 3 Document dialog box, navigate to the PlanetPress Design
document you want to open and click Open.
3. If the document is password protected, enter the correct password in the dialog box displayed by
PlanetPress Design.
4. If the sample data file associated with the document is more recent than the copy in the document,
confirm whether or not to update the copy in the dialog box displayed by PlanetPress Design.
5. If any of the attachments associated with the document are more recent than the copy in the document,
confirm whether or not to update the copy in the dialog box displayed by PlanetPress Design.
6. If any of the static image resources associated with the document are more recent than the copy in the
document, confirm whether or not to update the copy in the dialog box displayed by PlanetPress Design.
The first page of the document appears in the Page area of the program window. The sample data
associated with the document appears in the Data Pane.
Related topics:
• Create a New Document (Page 17)
• Open a Document
• Refresh a Document (Page 18)
• Save a Document (Page 19)
• Save and Open a Document Template (Page 19)
• Set a Password on a Document (Page 19)
• Undo and Redo Commands (Page 19)
• Use Online Help (Page 20)
• Expand and Collapse Elements in the Structure Area (Page 20)
• Cut, Copy, and Paste Elements in the Structure Area (Page 21)
• Change the Display Name of an Element in the Structure Area (Page 22)
• Drag and Drop Files into the Program Window Areas (Page 22)
• Resize the Program Window Area (Page 23)
• Show or Hide Areas of the Program Window (Page 14)
• Dock and Undock Areas of the Program Window (Page 11)
• Using the Work, Hand, and Zoom Tool Pointers (Page 16)
• Use the Zoom Tools (Page 16)
• Use the Object Inspector (Page 14)
• Use the Object Preview (Page 15)
• Use the Messages Area (Page 14)
• Remove Background Color (Page 12)
• Named Colors (Page 12)
3.2.15 Refresh a Document
To refresh a document:
• Choose Page Layout | Refresh.
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PlanetPress Design Basics - Detailed Directions
Related topics:
• Create a New Document (Page 17)
• Open a Document (Page 17)
• Refresh a Document
3.2.16 Save a Document
To save a document:
• From the PlanetPress Design Button, choose Save.
If the document has been saved at least once, PlanetPress Design copies the last save of the file to a file
bearing the name of the document with the extension .BAK, and then saves the document.
To save a document under a new name:
1. From the PlanetPress Design Button, choose Save As.
2. Enter the new name under which you want to save the document, and then click Save.
3.2.17 Save and Open a Document Template
To save a document as a PlanetPress Design template:
1. From the PlanetPress Design Button, choose Save As, and enter a name for the document.
2. In the Save as type field, select PlanetPress Design 7 Template and click Save.
The document is saved as a template with the file extension tpl7.
To open a PlanetPress Design template:
1. From the PlanetPress Design Button, choose Open.
2. In the Files of type field, select PlanetPress Design 7 Template (*.tlp7).
3. Browse to select the template of your choice, and click Open.
3.2.18 Set a Password on a Document
To set a password on a document:
1. From the PlanetPress Design Button, choose Set Password.
2. Enter the password in the first box and then re-type the password in the Confirm box to confirm it, and
then click OK.
To remove password protection:
1. From the PlanetPress Design Button, choose Set Password.
2. Click OK.
Related topics:
• Open a Document (Page 17)
3.2.19 Undo and Redo Commands
You cannot undo any move of an object or group that were performed using the mouse or shortcuts. Undo/
Redo functionality supports up to 100 levels of undo operations.
Avoid using Undo/Redo to undo or redo a database emulation. If you want to modify the database emulation,
re- create the emulation to ensure database integrity and accurate results.
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PlanetPress Design Basics - Detailed Directions
To undo a command or a sequence of commands:
1. From the Quick Access Toolbar, click Undo.
2. Repeat step 1 as many times as necessary to move backwards through the sequence of commands.
To reverse the effect of one or more undo commands:
1. From the Quick Access Toolbar, click Redo.
2. Repeat step 1 as many times as necessary to move backwards through the sequence of undo
commands.
3.2.20 Use Online Help
The PlanetPress Design online Help system is composed of two distinct Help files:
• The first Help file contains basic user documentation and is provided in a variety of languages.
• The second Help file contains detailed information on a variety of advanced topics and is provided in
English only. Advanced topics and procedures include for instance:
▪ How to install new PostScript fonts.
▪ How to set advanced user options.
▪ How to capture sample data using the Data Capture tool.
To display the basic Help file:
• Choose Help | User Guide.
To display the advanced Help file:
• Choose Help | Reference.
The product CD also includes printable documents in the form of PDF files.
To view the printable PlanetPress Suite software documents:
• In Windows, choose Start | All Programs | PlanetPress Suite 7 | Documentation and choose the
product-specific document you want to view.
3.2.21 Expand and Collapse Elements in the Structure Area
To expand or collapse elements in the Structure area:
• Click the expand/collapse button to the left of the element you want to expand or collapse.
Related topics:
• Document Structure Area (Page 9)
• Expand and Collapse Elements in the Structure Area
• Cut, Copy, and Paste Elements in the Structure Area (Page 21)
• Change the Display Name of an Element in the Structure Area (Page 22)
3.2.22 Select and Move Elements in the Structure Area
You can select objects in the Structure area, as well as drag and drop any element in the Structure area to
reposition it in the hierarchy. Note that in the case of pages and objects, the position of the element within the
hierarchy influences the order in which it executes.
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PlanetPress Design Basics - Detailed Directions
To select elements in the Structure area:
• Do one of the following:
▪ Click an element to select it, and then CTRL+click each subsequent element you want to add to
the selection. Note that you can only add elements at the same level in the Structure area
hierarchy. You can also use SHIFT+UPARROW and SHIFT+DOWN ARROW to add the next
element above or below the currently selected elements, to the selection. CTRL+click a selected
element to remove it from the selection. SHIFT+click an element to select all elements at the
same level in the Structure area hierarchy between it and the last element selected.
▪ Click one of the elements that appears in the Structure area at the level of the element(s) you
want to include in the selection. Then click and drag to draw a marquee around the elements you
want to move.
To select all elements at the same level in the Structure area hierarchy:
1. In the Structure area, click on one of the elements that occupies the level in the Structure area
hierarchy whose elements you want to select.
2. Choose Home |Clipboard | Select All or press CTRL+A.
All elements at that level in the Structure area hierarchy appear highlighted in the Structure area. If the
elements are objects or groups, those objects and groups also appear highlighted in the Page area.
To move an element in the Structure area:
1. In the Structure area, select the element or elements you want to move.
2. Drag the elements.
As you drag, a ghost image of the element(s) you are moving follows the pointer, and either a blue bar
appears (if the pointer is outside the name of an element) or the element is highlighted in black (if the
pointer is over the name of an element) to indicate the current drop target. The pointer changes to
indicate whether the current drop target is legal ( ) or illegal ( ). Note that if you pause over
a collapsed group or page as you drag, PlanetPress Design expands that group or page.
Blue bar with legal target pointer
3. Release the elements at a legal drop target.
PlanetPress Design moves the element(s) to the new position.
3.2.23 Cut, Copy, and Paste Elements in the Structure Area
You should never need to perform any of these operations on an attachment. If for some reason you find it
necessary to have a second copy of an attachment in the document, you can add the same attachment to the
document a second time. Note that you cannot copy, cut or paste attachments in the Document Structure
area.
To cut/copy and paste elements in the Structure area:
1. Select the element(s) you want to cut or copy.
2. To copy the element(s), choose Home | Clipboard | Copy.
3. Click the element in the Structure area where you want the pasted element(s) to appear.
4. Choose Home | Clipboard | Paste.
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PlanetPress Design Basics - Detailed Directions
Related topics:
• Document Structure Area (Page 9)
• Change the Display Name of an Element in the Structure Area (Page 22)
3.2.24 Change the Display Name of an Element in the Structure Area
To change the display name of an element in the Structure area:
1. In the Structure area, locate the element you want to rename.
2. Click the element to select it.
3. Press F2 to highlight the elements display name.
4. Edit the display name of the element.
5. When finished, press ENTER.
3.2.25 Drag and Drop Files into the Program Window Areas
You can drag and drop one or more files from Windows directly into any of the following areas of the
PlanetPress Design Program window: the Structure area, the Data Pane, the Page area, or the Object
Inspector (when the Object Inspector is displaying an image resource).
You can drag and drop any of the following file types. PlanetPress Design determines the type of file from the
file name extension, and accepts specific file formats for each file type.
File type: PlanetPress Design accepts files with file name
extension:
PlanetPress Design document (versions 3
and up)
Image BMP, EPS, JPEG or JPG, PDF, PNG, TIF or TIFF
Attachment PRN, PS
Sample data file CSV, DAT, DB, DBF, MDB, PDF, TXT, XML
If you drag and drop a PlanetPress Design6 document, PlanetPress Design opens that document. If you drag
and drop a PlanetPress Design document from an earlier version, PlanetPress Design imports that document.
For all other file types, the type of file (image, attachment, or sample data file) and the area of the program
window in which you drop it determine what PlanetPress Design does with the file. Whether you drag and drop
a single file or multiple files can also have an impact on how PlanetPress Design treats the file or files. The
procedure here describes the behavior of each area of the PlanetPress Design Program window when you drag
and drop image, attachment, or sample data files into it.
To drag and drop files into PlanetPress Design:
1. Select the file that you want to drag and drop into PlanetPress Design, and then drag it over the
appropriate area of the program window.
2. When pointer is over an area where a drop is permitted, release the mouse button.
dragging Image Files
▪ Into the Structure area:PlanetPress Design creates an image resource for each image file.
▪ Into the Page area: If you dropped multiple image files, PlanetPress Design creates an image
resource for each image file. If you dropped a single image file, PlanetPress Design also creates a
picture object containing that image on the current page. If you dropped a single multi-page PDF,
PlanetPress Design creates a single image resource for the PDF, a new document page for each
page of the PDF, and, on each new document page, a picture object that contains a page of the
PDF.
PP3, PP4, PP5, PP6 and PP7
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PlanetPress Design Basics - Detailed Directions
▪ Into the Data pane:PlanetPress Design creates an image resource for each image file.
▪ Into the Object inspector: If you dropped multiple image files, PlanetPress Design creates an
image resource for each image file. If you dropped a single image file, PlanetPress Design replaces
the image resource currently displaying in the Object Inspector with the one you dragged and
dropped.
dragging attachments
▪ Into the Structure or Page area or into the Data pane: PlanetPress Design creates an
attachment resource for each attachment file.
dragging sample Data files
▪ Into the Structure or Page area:PlanetPress Design replaces the sample data file currently
associated with the document with the one you dropped in the Structure or Page area, and it
updates the Data Pane to reflect the contents of the new sample data file. Note that if you drop
several sample data files in the Structure or Page area, PlanetPress Design adds each in the order
in which it receives them, each subsequent file replacing the previous one as the sample data file.
The last one it adds is the one that becomes the sample data file associated with the document.
There is no way to control the order in which PlanetPress Design receives multiple sample data
files. If the sample data file you drag and drop does not have a filename extension PlanetPress
Design recognizes, PlanetPress Design opens the Data Selector and displays the contents of the
file using a line printer emulation. You can then select a different emulation if necessary.
▪ Into the Data pane: PlanetPress Design replaces the sample data file currently associated with
the document with the one you dropped in the Data Pane, and it updates the Data Pane to reflect
the contents of the new sample data file. Note that if you drop several sample data files in the
Data Pane, PlanetPress Design adds each in the order in which it receives them, each subsequent
file replacing the previous one as the sample data file. The last one it adds is the one that
becomes the sample data file associated with the document. There is no way to control the order
in which PlanetPress Design receives multiple sample data files. If the sample data file you drag
and drop does not have a filename extension PlanetPress Design recognizes, PlanetPress Design
opens the Data Selector and displays the contents of the file using a line printer emulation. You
can then select a different emulation if necessary.
3.2.26 Resize the Program Window Area
To resize a Program window area:
• Move the pointer to the edge of an area you want to resize to display the resize pointer and click and
drag to resize the area.
Related topics:
• Show or Hide Areas of the Program Window (Page 14)
• Dock and Undock Areas of the Program Window (Page 11)
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4 Preferences and Toolbars
This chapter provides basic information about the PlanetPress Design preferences and toolbars. Use these to
adapt PlanetPress Design to your personal work style.
In this section, you learn to:
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
• Minimize and Customize the Ribbon
(Page 45)
This section also answers the following questions:
• What toolbars are available in PlanetPress Design? (Page 25)
• What are user options? (Page 25)
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4.1 Key Concepts
To use the PlanetPress Design interface effectively, you should understand the following key concept:
• Toolbars (Page 25)
• User Options (Page 26)
4.1.1 Toolbars
What toolbars are available in PlanetPress Design?
The built-in Ribbon and Quick Access Toolbar contain commands that are frequently used and convenient
to keep close at hand. You can minimize the Ribbon, and choose the position of the Quick Access Toolbar,
as well as the commands it displays.
PlanetPress Design’s Ribbon has five tabs: the Home tab, the View tab, the Page Layout tab, the Tools tab
and the Help tab. Each one of these tabs contains a series of groups, each group holding a number of
controls.
• The Home tab includes the Tools, Clipboard, Document and Objects groups.
▪ The Tools group contains:
▪ The Select Tool is used to select objects on the document page.
▪ The Hand Tool is used to move the document page.
▪ The Zoom Tool is used for zooming in and out of the Page area.
▪ The Clipboard group contains the typical Windows-based editing controls: Cut, Copy, Paste,
Select All, Delete.
▪ The Document group contains the document objects controls, used to add objects to the
document: Page, Style, Condition, Global Variable, Global Function, Metadata Field,
Image Resource and Attachment.
▪ The Objects group contains the page objects controls, used to add objects to the selected page:
Text, Data Selection, Picture, PlanetPress Talk, N-Up Printing, Address, Box, Shape,
Barcode and Business Graphic.
Some tools in the Objects controls lead to dropdown menus that let you make selections
among often-used versions of those objects. This is the case with the Box, Shape, Business
Graphics and Barcode objects. These menus can be opened by clicking the arrowhead visible
at the bottom of each control.
• The View tab includes the Zoom, Navigate and Show/Hide groups.
▪ The Zoom group contains the zoom controls: Zoom In, Zoom Out, Zoom Factor, as well as Fit
Page Width and Fit in window.
▪ The Navigate group contains a data page box you can use to move forward and backward in the
sample data file, and tools to move forward and backward in your document one page at a time.
▪ The Show/Hide group contains four controls to display or hide any of the four panes; the
Document Structure area, the Object Inspector pane, the PlanetPress Talk Messages pane
and the Data Pane.
• The Page Layout tab includes the Arrange, Lock/Unlock and Duplicate groups.
▪ The Arrange group contains the Alignment and Order controls, allowing to align and reorder
objects on a document page.
▪ The Lock/Unlock group contains controls to lock or unlock a single object on a document page,
or every objects on a document page.
▪ The Duplicate group contains controls to duplicate, and duplicate and pack objects on a
document page.
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Preferences and Toolbars - Key Concepts
• The Tools tab includes the Data, Advanced, Managers, Application and PressTalk Messages
groups.
▪ The Data group contains:
▪ The Add New Data control allows you to associate multiple sample data files with your
document.
▪ The Open Active Data loads the active sample data in the Data selector.
▪ The Save Active allows you to save a local copy of the active sample data file.
▪ The Set as Background control allows you to set a PDF sample data file as the background
for the selected document page.
▪ The Advanced group contains:
▪ The Data Capture control triggers the selected capture tool and allows to grab incoming
data.
▪ The Convert to PlanetPress Talk control converts the selected object to a PlanetPress Talk
object, using PlanetPress Talk code.
▪ The Refresh Metadata control reloads the metadata file associated with the active sample
data file.
▪ The Managers group contains:
▪ The Printer Utilies control displays the Printer information dialog box.
▪ The Virtual Drive Manager control loads the PlanetPress Suite Virtual Drive.
▪ The Access Manager control loads the Access Manager, allowing to grant/remove
permissions to hosts.
▪ The Install PostScript Font control allows to install a PostScript font into your PlanetPress
Suite installation.
▪ The Application group contains:
▪ The Hex Viewer control, used to load PlanetPress Suite's Hexadecimal Viewer.
▪ The Image Downloader control, used to send image resources to a printer.
▪ The Check for updates control, used to update the current PlanetPress Design version.
▪ The Launch Upgrade Wizard control, used when migrating from a previous PlanetPress
Design version.
▪ The Document Utilies control, used to acces the Global Function Library Manager.
▪ The Graybar Wizard control, used to generate grabar reports.
▪ The PlanetPress Talk Messages group contains the Save Error Log and the Clear Messages
controls, used to interact with the PlanetPress Talk Messages pane.
• The Help tab includes the Help and Activation groups.
▪ The Help group contains the User Guide, the Reference Guide and the About controls, used to
access online documentation and version informations.
▪ The Activation group contains the Software Activation and the Printer Activation controls,
used to enter activation codes for either the software or a given device.
4.1.2 User Options
What are preferences?
You can use the preferences to:
• Set default values for certain of the options that appear in the Document, Page, Picture, and Style
properties dialog boxes.
• Set the zoom factors, the unit of measure, the object selection mode, the snap to guides option, and
options that determine object dialog behavior.
• Turn color management on or off, and set the default color model you want PlanetPress Design to use
when you add color to your document.
• Control where PlanetPress Design places the copy of an object or group when you duplicate that object
or group.
• Modify the appearance of the Object Inspector, the TreeView, the rulers, and the Page area.
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Preferences and Toolbars - Key Concepts
• Modify the behavior and appearance of the PlanetPress Talk Editor.
• Control the display of certain PlanetPress Design prompts and information messages.
• Set the color of the different types of messages that appear in the Messages area of both the
PlanetPress Design Program window and the Object Inspector, and set the behavior of the Messages
area in the PlanetPress Design Program window when a new message arrives.
For detailed information on the available options, refer to the following sections:
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
• Minimize and Customize the Ribbon
(Page 45)
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4.2 Detailed Directions
This section includes the following procedures:
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
• Minimize and Customize the Ribbon
(Page 45)
4.2.1 Change Languages
To change the language used by PlanetPress Design:
1. From the PlanetPress Design Button, choose Select Language.
2. Select the desired language.
3. Select the Use System Default Locale box to mirror your language settings.
4. Click OK. When prompted, click Yes to exit and restart the application in the selected language.
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Preferences and Toolbars - Detailed Directions
Related topics:
• User Options (Page 26)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
• Minimize and Customize the Ribbon (Page 45)
4.2.2 Set User Options (Behavior): Notification Messages
To set the Notification Messages options:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand Behavior, and click Notification messages.
Invalid Undo/Redo action warning: When enabled, issues a message when an Undo or Redo
operation is not possible.
Text object’s tab support warning for right to left text: When enabled, issues a message when
tabulation with right to left text is not supported in text fields.
Text object’s PlanetPress Talk before/after paragraph support warning for right to left text:
When enabled, issues a message when PlanetPress Talk before/after paragraph with right to left text is
not supported in text fields.
Text object’s UTF8 style warning: When enabled, issues a message when a UTF8 style is not
supported in text fields.
Text object’s indent support warning for right to left text: When enabled, issues a message when
indent support with right to left text is not supported in text fields.
PDF version warning: When enabled, issues a message when PDF version is greater than 1.5
(Adobe® Acrobat® 6) and identifies PDF files with which PlanetPress Design may have compatibility
issues, such as PDF’s that contain transparent objects. PlanetPress Design supports PDF 1.3 (Adobe®
Acrobat® 4), 1.4 (Adobe® Acrobat® 5) and 1.5 (Adobe® Acrobat® 6) formats without transparent
objects. PlanetPress Design does not support PDF 1.6 format (Adobe® Acrobat® 7).
Send to Host notification of success: When enabled, a notification message appears indicating the
document transfer is successful. If an error occurs, a notification message appears whether or not this
option is enabled.
3. Set the Notification Messages options.
Invalid name: Select to have PlanetPress Design display an error message when you enter an invalid
name for an element. Clear to prevent the display of the error message.
Invalid added resources: Select to have PlanetPress Design display a message reporting whether it
added all selected resources successfully when you add resources to a document.
Save before closing: Select to have PlanetPress Design prompt for confirmation to save an unsaved
document before closing it. This option applies only to documents that have been saved at least once
during a session.
New version of attachments: Select to have PlanetPress Design monitor all attachment resources and
prompt for confirmation to update its copy of an attachment resource when the original file changes. If
the original attachment resource file changes between sessions, PlanetPress prompts for confirmation to
update the document’s copy the next time you open the document.
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Preferences and Toolbars - Detailed Directions
New version of data file: Select to have PlanetPress Design monitor the sample data file and prompt
for confirmation to update its copy when the original data file change. PlanetPress prompts for
confirmation either when you return to PlanetPress after making the changes to the data file, or when
the focus changes to an element that references the data.
New version of picture resource: Select to have PlanetPress Design monitor all image resources and
prompt for confirmation to update its copy of an image resource when the original file changes. If the
original image resource file changes between sessions, PlanetPress prompts for confirmation to update
the document’s copy the next time you open the document. Note that if you edit an image resource
from PlanetPress Design, the edits apply only to the copy of the image internal to the document, and
have no effect on the original, external image file.
Invalid PPD notification: Select to have PlanetPress Design display an error message when you
attempt to add a PostScript Printer Description (PPD) file that is either not a valid PPD, or is a PPD that
does not use Level 2 PostScript or higher.
Document name too long for host: Select to have PlanetPress Design issue a warning when you try
using file names that contain more characters than the host computer can support.
PostScript Language Level 3 warning: Select to have PlanetPress Design display a warning when
you select Line art in the Image quality box. The warning reminds you that Line art works only with
PostScript Language Level 3 printers.
ASCII emulation warning: Select to have PlanetPress Design warn you if your document uses an
ASCII emulation and the settings of the Optimized PostScript Stream option and the Read in binary
mode option may cause discrepancies between the visual appearance of the preview and the visual
appearance of the document in the Page area of the PlanetPress Design Program window. This warning
may occur for both hard copy and on-screen previews.
Invalid Undo/Redo action warning: When enabled, issues a message when an Undo or Redo
operation is not possible.
Double-byte text tab support warning: When enabled, issues a message when tabulation with
double-byte fonts is not supported in text fields.
PDF version warning: When enabled, issues a message when PDF version is different and identifies
PDF files with which PlanetPress Design may have compatibility issues, such as PDF versions 1.4 and 1.5
formats. PlanetPress Design supports only PDF 1.3 format (Adobe® Acrobat® 4) and PDF 1.4 format
without transparent objects. PlanetPress Design does not support PDF 1.5 format (Acrobat 6). PDF 1.4
(Acrobat 5) format files that contain transparent objects are not supported.
Send to Host notification of success: When enabled, a notification message appears indicating the
document transfer is successful. If an error occurs, a notification message appears whether or not this
option is enabled.
4. Click OK.
Objectif Lune Inc. © 2009 30
Preferences and Toolbars - Detailed Directions
Related topics:
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.3 Set User Options (Behavior): Pictures
To set the Image resources options:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand Behavior, and click Image resources.
3. Specify the cache size PlanetPress Design uses for image resources.
Picture cache size: Specify the size of the cache, in megabytes, that PlanetPress Design uses for
image resources. The minimum and maximum values you can enter are 64 megabytes and 1000
megabytes respectively. The image resource cache is an amount of RAM set aside to hold image
resources that the document uses. The cache improves performance by providing faster access to
images as you work.
Image editor (bitmap): Specify the image editing application you want to use to edit bitmapped
image resources (image resources in GIF, TIFF, PNG or BMP format) in PlanetPress Design. Enter the
path name to the application, or click the Browse button to the right of the box to browse and select the
application. If you do not define an application, PlanetPress Design launches the default image editor
defined in Windows. Note that for image resources in either PDF or EPS format, PlanetPress Design
launches the default editor defined for those formats in Windows.
4. Specify the image editor you want to use to edit bitmapped image resources.
5. Click OK.
Related topics:
• Set Up a Document
• Add a Static Image
• Add a Dynamic Image that References Image Resources
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
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Preferences and Toolbars - Detailed Directions
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.4 Set User Options (Behavior): Color
To set the Color options:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand Behavior, and click Color.
3. Adjust the Color type option.
Color type: Select the color model you want PlanetPress Design to use when it displays the numerical
value of a color. This is also the model the Color Picker displays by default when you open it.
Color management active: Select to enable color management in PlanetPress Design. You can select
Color management active only if you selected a color profile in both Monitor profile and Printer profile.
When you work with color in PlanetPress Design, PlanetPress Design assumes the color is in the color
space of the selected printer profile. To represent the color on-screen, it converts the color from the
color space of the selected printer profile to the color space of the selected monitor profile. This ensures
the on-screen color closely represents the one the printer prints.
Monitor profile: Select the device color profile for the monitor of the computer on which you are
running PlanetPress Design. The profiles available are the ICC-compliant monitor profiles PlanetPress
Design finds on the system. This option has an effect only when you select Color management active.
Printer profile: Select the device color profile for the printer on which you intend to execute the
document. For example, to execute the document on a Kyocera FS-100/9500 printer, select the
appropriate profile for that printer. The profiles available are the ICC-compliant printer profiles
PlanetPress Design finds on the system. This option has an effect only when you select Color
management active.
4. Adjust the color management options.
5. Click OK.
Related topics:
• Color Management
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.5 Set User Options (Behavior): Object Duplication
To set the Object Duplication options:
1. From the PlanetPress Design Button, choose Preferences.
Objectif Lune Inc. © 2009 32
Preferences and Toolbars - Detailed Directions
2. If necessary, expand Behavior, and click Object duplication.
3. Adjust the Object Duplication options.
Duplicate style: Select where you want PlanetPress Design to place the copy of any object, group, or
selection of objects and/or groups you duplicate. Select Pack vertically to have PlanetPress Design align
the copy along the Y axis, under and flush with the most recent copy. Select Pack horizontally to have
PlanetPress Design align the copy along the X axis, to the right of and flush with the most recent copy.
Select Relative displacement to have PlanetPress Design align the copy using the specified horizontal
and vertical offset values. If you select this option, you must enter values for the vertical and horizontal
displacements.
The menu items Edit | Duplicate and Pack Horizontally and Edit | Duplicate and Pack
Vertically,override this setting.
Vertical relative displacement value: Enter the displacement for the copy along the Y axis. Units are
as set in the User Options dialog. This option is available only when you select Relative displacement as
the duplicate style.
Horizontal relative displacement value: Enter the displacement for the copy along the X axis. Units
are as set in the User Options dialog. This option is available only when you select Relative displacement
as the duplicate style.
Data SELECTION Offsets
Row/child record: Set the number of lines you want to advance in the data page with each duplication
of an object or group. In the case of a database emulation, this is the number of records you want to
advance in the record set with each duplication of an object or group. This permits each copy to display
a distinct selection of data. Note that this offset does not work with objects that use custom data
selections.
Column: Set the number of columns you want to advance in the data page with each duplication of an
object or group. This permits each copy to display a distinct selection of data. Note that this offset does
not work with objects that use custom data selections. This offset has no effect in database emulation.
4. Click OK.
Related topics:
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.6 Set User Options (Behavior): Miscellaneous
The Miscellaneous options include zoom factors, the unit of measure, the object selection mode, a snap to
guides option, and options that determine object dialog behavior.
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand Behavior, and click Miscellaneous.
3. Adjust the object selection mode.
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Preferences and Toolbars - Detailed Directions
Object selection mode: Use to determine where you must position the pointer on an object or group
in order to select it. This is particularly important when you are selecting overlapping objects and/or
groups. Select bounding box to select an object or group when the pointer is anywhere inside or along
the perimeter of the bounding box of the object. Select Pixel to select an object or group only when the
pointer is over the perimeter of the object.
4. Adjust how objects and groups behave with respect to guidelines.
Snap to guidelines: Select to have objects and groups automatically snap to the nearest guide (or
guides) when you move or resize those objects and groups on the page. More precisely, when you move
or resize an existing object or group, as the edge of the object or group approaches a guide, the edge
jumps to lie flush with that guide. When you select this option, existing objects and groups in the
document remain in their current position. Only if you subsequently move or resize them, will they snap
to the guides.
5. Adjust the zoom factors. PlanetPress Design uses these values to determine the new zoom when you
zoom in or out on the document page.
Zoom factor: Set the zoom factor PlanetPress Design uses when you zoom in or out on the document
page using the Zoom tool in the Objects toolbar, the Zoom in and Zoom out tools in the Zoom toolbar,
and the plus (+) and minus (-) keys on the numeric keypad. Values can range from 10 to 1000.
Fine zoom factor: Set the fine zoom factor PlanetPress Design uses when you zoom in using SHIFT+
the plus key (+) on the numeric keypad, or zoom out using SHIFT+ the minus key (-) on the numeric
keypad.
6. Adjust the unit of measure you want to use in PlanetPress Design.
Unit of measure: Set the unit of measure. This determines the units PlanetPress Design uses for the
rulers and for all measurements outside of PlanetPress Talk. Units can be centimeters or inches.
7. Adjust the nudge factor.
Nudge factor: Set the magnitude of the resize that occurs when you resize an object or group using
keyboard shortcuts. Units are as set in the unit of measure.
8. Adjust the dialog box options.
Remember last dialog box position: Select to have PlanetPress Design remember the last screen
position of each type of dialog box, and, if the dialog box is resizable, the last size of the dialog box.
Resizable dialog boxes include the Text/Box properties dialog box and the Data Selector.
Remember last dialog box page: Use this to control the area that is displayed when you open a
dialog box. Select to have PlanetPress display the area that was visible when you last closed a dialog
box of that type.
9. Click OK.
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Preferences and Toolbars - Detailed Directions
Related topics:
• Use Guides
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.7 Set User Options (Editor): Editor
To set the Editor options:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand PressTalk Editor, and click Editor.
Auto indent mode: Select to automatically position the insertion pointer under the first non-blank
character of the preceding line when you press ENTER.
Insert mode: Select to use Insert mode and clear to use Overwrite mode. When you enter text in
Insert mode, the existing text shifts to accommodate it. In Overwrite mode, the text you enter
overwrites the existing text. You can also press INSERT to toggle between Insert and Overwrite mode.
Use tab character: Select to use the tab character instead of spaces to represent tabs in the program
file. Clear to use spaces to represent the tabs. You must clear the Smart tab option to use this option.
Smart tab: Select to use smart tabs. A smart tab advances with reference to the preceding line. More
precisely, it advances to align with the first non-blank character it encounters on the preceding line,
from its current position forward. You must clear the Use tab character option to use Smart tabs.
Optimal fill: Select to optimize the indent of every auto-indented line by minimizing the number of
space and/or tab characters it uses. You must select both Auto indent mode and Use tab character to
use this option.
Backspace unindents: Select to move the insertion pointer to the previous indentation level when you
press BACKSPACE.
Cursor through tabs: Select to move one by one through the spaces of tabs using the left or right
arrow keys. Clear to have the arrow keys treat the tab as a single character. You must select Use tab
character to use this option.
Group undo: Select to set the undo feature of the Editor to undo the last group of editing commands
entered. An editing command is defined as a mouse click, a press on ENTER, or a press on any other
key. A group of editing commands is a sequence of a single type of editing command. Clear to set the
undo feature to undo only the last command entered.
Cursor beyond EOF: Select to make it possible to position the pointer beyond the end of the last line
of code in the program. This is useful if you prefer to enter code by clicking the pointer at any point in
the Editor, rather than by manually entering carriage returns or lines of code to advance to that point.
For example, you might know you need a for() loop near the middle of your code. If you select Cursor
beyond EOF, you can click in the middle of the Editor and enter the first line of the for() loop, without
having to enter carriage returns to arrive at that point. Clear to prevent being able to position the
pointer beyond the end of the last line entered to date in the Editor.
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Preferences and Toolbars - Detailed Directions
Cursor beyond EOL: Select to make it possible to position the pointer beyond the last character
entered to date on a line of code. This is useful if you prefer to enter code by clicking the pointer at any
point on the line, rather than by manually entering characters or spaces to advance to that point. Clear
to restrict the places on the line where you can position the pointer, to only the characters entered to
date on that line.
Keep trailing spaces: Select to preserve any trailing spaces that occur at the end of a line.
Persistent blocks: Select to have any text you enter immediately after selecting a block of code
appended to that block of code as part of the selection. When you select this option, you can also use
the arrow keys to move within the code without affecting the selected code. You must select the Enable
selection option to use the Persistent blocks option.
Overwrite blocks: Select to have any text you enter immediately after selecting a block of code
replace that block of code. You must clear Persistent blocks and select Enable selection for this option to
have an effect.
Enable selection: Select to permit the creation of selections in the Code area. You can create a
selection by clicking and dragging the pointer over a portion of code or by double-clicking to highlight
the word or line that appears under the pointer. You can cut, copy, paste, and print selections. If you
also select Enable dragging, you can drag selections to reposition them in the code.
Enable dragging: Select to permit dragging and dropping a selection to reposition it in the program.
This option works only if you also select Enable selection.
Enable search highlight: Select to highlight the search term match found in the code when you
perform a search. Clear to prevent the highlighting. In both cases, the pointer appears just after the last
character of the search term match.
Double click line: Select to highlight the complete line of code when you double-click that line. Clear to
highlight only the word that appears under the pointer.
Find text at cursor: Use to set the behavior of the Find dialog box. Select to automatically copy the
word under the pointer into the Text to find box when you open the Find dialog box. Clear to prevent the
copy. If no previous search terms appear in the Text to find box, the Editor performs the copy
regardless of whether this option is selected or cleared.
Block indent: Enter the number of spaces to jump for each block indent. The default is 2 and the
maximum is 16. It is common to make the Block indent agree with the tab stops you enter in the Tab
stops box. You perform a block indent by selecting a region of code and then pressing CTRL+SHIFT+I
(to indent the code to the right) or CTRL+SHIFT+U (to move the code to the left).
Tab stops: Use either to set the number of spaces to advance when you enter a tab character or to set
a series of tab stops. Enter a single integer to set the number of spaces to advance with each tab. Enter
a sequence of two or more integers, each separated by a space, to specify tab stops. The sequence
must be in ascending order.
3. Click OK.
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Preferences and Toolbars - Detailed Directions
Related topics:
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.8 Set User Options (Editor): Display
To set the PlanetPress Talk Editor Display options:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand PressTalk Editor, and click Display.
3. Adjust the Display options.
Display options
Editor font: Use to select the font the Editor uses to display the program code. Select the Use
monospace fonts only option to restrict the fonts available to fixed width fonts.
Size: Use to select the font size the Editor uses to display the program code.
Use monospace fonts only: Select to display only fixed width fonts in the Editor font list.
Sample: Displays a preview of the font selected in the Editor font list, at the size selected in the Size
list.
Margin and gutter
Right margin: Select to display a vertical gray bar as a right margin indicator. Use the Right margin
position list to set the position of this indicator. This indicator is an on-screen visual reference only. It
does not print and does not enforce word wrap on lines that exceed the number of characters set for it.
Right margin position: Enter the position of the right margin indicator, in number of characters,
relative to the left margin.
Gutter: Select to have the Editor display a gutter between the Commands and Code areas. Use the
Gutter width option to set the width of the gutter. Select the Line numbers on gutter option to display
line numbers in this area.
Gutter width: Enter the width, in pixels, of the gutter. Use the list to select a previously entered gutter
width.
Line numbers on page: Select to display code line numbers at the left edge of the Code area.
Line numbers on gutter: Select to display code line numbers in the gutter between the Commands
and Code areas. Selecting this option has effect only if you selected the Gutter option.
4. Click OK.
Related topics:
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
Objectif Lune Inc. © 2009 37
Preferences and Toolbars - Detailed Directions
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.9 Set User Options (Editor): Color
To set PlanetPress Talk Editor Color options:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand PressTalk Editor, and click Color.
Element list: Displays the list of code elements. Use to select the element whose color and/or style
attributes you want to adjust. Select None to set the color for all elements that do not appear in the list.
To set a color and style attribute for an element, select that element in the Element list, then use the
Mapping, Background, and Foreground lists, and the Attributes check boxes to set the color and style
attributes for that element. Repeat for each element whose color and style you want to adjust.
Mapping: Use to select a color palette. The color palette determines the colors available in the
Foreground and Background color lists.
Foreground: Use to select the foreground color for the selected element.
Background: Use to select the background color for the selected element.
Attributes: Use to set the style attributes for the selected element. You can select any combination of
bold, italic, and underlined.
PlanetPress Talk label color: Select the label color for boxes that accept PlanetPress Talk code. The
label color you select for these boxes serves to distinguish them from those which do not accept
PlanetPress Talk code.
PlanetPress Talk background color: Select the background color for boxes that accept PlanetPress
Talk code. The background color you select for these boxes serves to distinguish them from those which
do not accept PlanetPress Talk code.
3. Click OK.
Objectif Lune Inc. © 2009 38
Preferences and Toolbars - Detailed Directions
Related topics:
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.10 Set User Options (Appearance): Object Inspector
To set the Object Inspector options:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand Appearance, and click Object Inspector.
3. Adjust the Object Inspector options.
Colors: Use to set the colors of individual Object Inspector components. To set a color, in the Colors
list, click the component whose color you want to change.
Vertical line 3D: Select to display the vertical line between property names and their values using a
three-dimensional effect.
Use groups: Select to organize the display of properties into groups. Clear to display properties in
alphabetical order. When the Object Inspector displays properties in groups, it displays an expand/
collapse button to the left of the name of the group that you use to expand or collapse the group.
Sunken active property: Select to use a recessed effect to display the currently selected property.
Border active property: Select to display a border around the currently selected property.
Show lines: Select to display lines between elements.
Line Style: Select a style for the lines.
4. To reset the Object Inspector options to their default values, click Reset to Default.
5. Click OK.
Related topics:
• Object Inspector
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
Objectif Lune Inc. © 2009 39
Preferences and Toolbars - Detailed Directions
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.11 Set User Options (Appearance): Document Structure Area
You use these options to modify the appearance of the Document Structure area of the PlanetPress Design
Program window. The first procedure describes how to set these options and includes a description of each
option. The second describes how to reset the options to their default values.
To set the Document Structure Area options:
1. From the PlanetPress Design Button, choose Preferences.
The Preferences dialog box appears.
2. If necessary, expand Appearance, and click Document Structure to display the Document Structure
Area options.
3. Adjust the Document Structure area options as necessary.
Colors: Use to set the colors of individual Structure area components. To set a color, in the Colors list,
click the component whose color you want to change, and then choose a color from the list below the
Colors list. The Structure area updates immediately to reflect the change.
Line style: Select a line style for tree lines and grid lines. Use Show tree lines and Show grid lines to
show or hide the lines.
Selection rectangle: Select a style for the selection rectangle that appears when you click and drag
inside the Structure area to select one or more elements.
Button style: Select a style for the Structure area expand/collapse buttons.
Show tree lines: Select to display lines that represent the hierarchical relationship between elements.
Use the Line style list to select a style for the lines.
Show grid lines: Select to display lines between elements. Use the Line style list to select a style for
the lines.
Hot track: Select to have the Structure area underline an element when you pass the mouse over it.
4. Click OK.
PlanetPress Design exits the User Options dialog box and updates to reflect the new settings.
To reset the Structure area to its default appearance:
1. Color, option, planetPress talk editor, Set, user, user options
The User Options dialog box appears.
2. If necessary, expand Appearance, and click Document structure to display the Document Structure
Area options.
3. Click Reset to Default.
4. Click OK.
PlanetPress Design exits the User Options dialog box and resets the Structure area to its default
appearance.
Related topics:
• Document Structure Area
• User Options (Page 26)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Rulers (Page 41)
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Preferences and Toolbars - Detailed Directions
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.12 Set User Options (Appearance): Rulers
To configure the appearance of the rulers:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand Appearance, and click Rulers.
3. Adjust the Rulers options.
Colors: Use to set the colors of individual ruler components.
Flat style: Select to display the rulers without a bevelled edge.
Show rulers all around: Select to display a ruler along each edge of the page area. Clear to display a
ruler only along the left and top edges of the page area.
Show minus signs: Select to display minus signs in front of negative ruler values.
Show hairlines: Select to display hairlines in the ruler that indicate the current position of the pointer
on the page.
4. To reset the rulers to their default appearance, click Reset to Default.
5. Click OK.
Related topics:
• Use Guides
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.13 Set User Options (Appearance): Document Page
To set the Document Page area options:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand Appearance, and click Document pages.
3. Adjust the border option for document pages.
Show imageable area: Select to display a border around the printable area of the page. This helps
ensure you do not inadvertently place an object or part of an object in an area of the page that does not
print. The PPD you select determines the printable area of the page. Not all printers can print to the
edge of the page.
4. Adjust the colors for overlays.
Overlay/underlay color: Select the color for overlay pages. The overlay page appears in this color in
the Page area.
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Preferences and Toolbars - Detailed Directions
Overlay/underlay border color: Select the color for the border around overlay pages. The border
around the overlay page appears in this color in the Page area.
5. Adjust the colors for imposed pages.
Imposed page color: Select the color for virtual pages. The virtual page appears in this color in the
Page area.
Imposed page border color: Select the color for the border around virtual pages. The border around
the virtual page appears in this color in the Page area.
6. Click OK.
Related topics:
• Document Setup
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.14 Set User Options (Appearance): Compiler Messages
To set Converter Messages options:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand Appearance, and click Compiler messages.
3. Adjust the color you want to use for each type of message.
Compile error: Select the color for any compilation error messages that appear in the Messages area of
the Program window or of the Object Preview.
Run error: Select the color for any run error messages that appear in the Messages area of the
Program window or of the Object Preview.
Warning: Select the color for any warning messages that appear in the Messages area of the Program
window or of the Object Preview.
Output Debug String: Select the color for any output debug string messages that appear in the
Messages area of the Program window or of the Object Preview. Consult the PlanetPress Talk Language
Reference for help with the outputdebugstring() command that produces these messages.
4. Set the behavior of the Messages area when a new message arrives.
Show Messages area on new message: Select to have PlanetPress Design make the Messages area,
if it is currently hidden, visible when a new message arrives. Note that if you select this option, and the
undocked Messages area appears over the page in the Page area, you cannot close the Messages area if
any of the objects or groups on the page issues a converter message when it executes. Each time you
attempt to close it, PlanetPress Design redraws the page, executing each of the objects or groups on the
page; the compiler messages that result from the execution cause the Messages area to become visible
again. In this case you must move the Messages area outside the page to close it.
5. Click OK.
Related topics:
• Messages Area
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Preferences and Toolbars - Detailed Directions
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Document default values): Document and Pages (Page 43)
• Set User Options (Document default values): Pictures (Page 44)
4.2.15 Set User Options (Document default values): Document and Pages
To set the Document and pages options:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand Document default values, and click Document and pages.
3. Adjust the default PPD and form cache default values.
Default printer: Select the PPD file that appears by default in the Designed for property box in the
Document properties dialog box.
4. Adjust the default paper size and orientation for the pages of the document.
Default paper size: Select the page size that appears by default in the page size box in the page
properties dialog box.
Default page orientation: Select the paper size that appears by default in the Paper orientation box in
the Page properties dialog box.
5. Adjust the default options for the Style properties dialog box.
Default font type: Select the type of font that appears by default in the Style properties dialog box
when you create a new style. Double-byte or CID-keyed fonts are required for Asian text and data. Also
bear in mind that you should use Unicode fonts (UTF8) for Arabic text and data. PostScript fonts are
recommended to improve printer performance and reduce file size. The type you select determines the
contents and availability of the Default font name list. Note that using double-byte TrueType fonts for
data only works if the Optimized PostScript Stream printing option is turned selected.
Default font name: Select the name of the font that appears by default in the Style properties dialog
box when you create a new style.
Default single byte font encoding: Select the encoding table that appears by default in the Encoding
list in the Style properties dialog box.
6. Adjust the default options for the Compilation options dialog box.
Default max form item: Enter the value that appears by default in the Max page item box in the
Document properties dialog box.
Default max form cache: Enter the value that appears by default in the Max page item box in the
Document properties dialog box.
PostScript level: Select the PostScript level for the converted document (recall that a variable content
document is a PostScript program). Select 2 to use PostScript Level 2, 3 to use PostScript Level 3, and
PPD if you want PlanetPress Design to determine the level from the PPD selected for the document.
7. Click OK.
Related topics:
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
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Preferences and Toolbars - Detailed Directions
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Pictures (Page 31)
4.2.16 Set User Options (Document default values): Pictures
To set the Image resources options:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand Default values and click Pictures.
3. Adjust the options that appear by default in the Picture properties dialog box.
Color (DPI): Select the resolution that appears by default in the Color resolution property of picture
objects.
Grayscale (DPI): Select the resolution that appears by default in the Grayscale resolution property of
picture objects.
Monochrome (DPI): Select the resolution that appears by default in the Monochrome resolution
property of picture objects.
4. Adjust the options that appear by default in the Document properties dialog box.
Convert to monochrome: Select the option that appears by default in the Convert to monochrome box
in the Document properties dialog box.
Scanline orientation: Select the option that appears by default in the Scanline orientation box in the
Document properties dialog box.
Picture quality: Select the option that appears by default in the Image quality box in the Document
properties dialog box.
Picture compression ratio: Select the value that appears by default in the Picture compression ratio
box in the Document properties dialog box. The value that appears here when you start PlanetPress
Design for the very first time indicates a 70% compression of image resources.
5. Click OK.
Related topics:
• Set Up a Document
• Add a Static Image
• Add a Dynamic Image that References Image Resources
• User Options (Page 26)
• Change Languages (Page 28)
• Set User Options (Behavior): Notification Messages (Page 29)
• Set User Options (Behavior): Pictures (Page 31)
• Set User Options (Behavior): Color (Page 32)
• Set User Options (Behavior): Object Duplication (Page 32)
• Set User Options (Behavior): Miscellaneous (Page 33)
• Set User Options (PlanetPress Talk Editor): Editor (Page 35)
• Set User Options (PlanetPress Talk Editor): Display (Page 37)
• Set User Options (PlanetPress Talk Editor): Color (Page 38)
• Set User Options (Appearance): Object Inspector (Page 39)
• Set User Options (Appearance): Document Structure Area (Page 40)
• Set User Options (Appearance): Rulers (Page 41)
• Set User Options (Appearance): Document Page (Page 41)
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Preferences and Toolbars - Detailed Directions
• Set User Options (Appearance): Compiler Messages (Page 42)
• Set User Options (Document default values): Document and Pages (Page 43)
• Minimize and Customize the Ribbon (Page 45)
4.2.17 Minimize and Customize the Ribbon
To minimize the Ribbon:
1. Right-click anywhere on the Ribbon and choose Minimize the Ribbon.
To customize the Ribbon:
1. From the PlanetPress Design Button, choose Preferences.
2. If necessary, expand Appearance, and click Ribbon.
3. Select your Ribbon Color Scheme.
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5 Capturing Data
To create your document, you need a reliable sample of the variable data you intend to use with the
document.
This chapter describes what a sample data file is and the two criteria that determine its reliability. It also
provides general procedures for capturing a reliable sample data file. Consult the Trigger and Data Capture
Guide for platform-specific data capture procedures.
In this section, you learn to:
• Capture Sample Data Using the Data Capture Tool (Page 48)
This section answers the following questions:
• What is a sample data file? (Page 47)
• What is a spool file? (Page 47)
• What is the data capture tool? (Page 47)
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5.1 Key Concepts
To capture data files, you should understand the following key concepts:
• Sample Data File (Page 47)
• Spool File (Page 47)
• Data Capture Tool (Page 47)
5.1.1 Sample Data File
What is a sample data file?
The sample data file is a text file that contains a representative sample of the input data destined for the
document, as that input data arrives at a printer or a PlanetPress Watch/Server process.
The following are the two criteria for a reliable sample data file:
1. It includes all possible variations on the data that the document may encounter when it executes.
Things to check for variation include field lengths, the location of decimal points in numeric data, and
whether or not a field always contains data.
2. It exactly represents the input data at the moment that data arrives at the printer or a PlanetPress
Watch/Server process. A difference of a single character can result in a document that does not produce
accurate results. If your sample data file does not meet this criteria, you end up creating a document
that executes with a different input data structure than the one for which you designed it.
Related topics:
• Spool File (Page 47)
• Data Capture Tool (Page 47)
5.1.2 Spool File
What is a spool file?
A spool file is a file containing a job destined for a specific printer. It is common to use a spool file as the
sample data file for a document you intend to install on a printer.
Related topics:
• Sample Data File (Page 47)
• Data Capture Tool (Page 47)
5.1.3 Data Capture Tool
What is the data capture tool?
The data capture tool lets you capture real data to be used as sample data. It can capture data sent to a
WinQueue, Serial, LPD or Telnet input. The captured data can then be saved to a file and used immediately by
PlanetPress Design to design or troubleshoot a document.You must correctly configure the output queue on
the server if you use the data capture tool. Also, if you want to use the data capture tool, you must correctly
set a proper queue on the server to sent an LPR to the IP address of the PC which is running PlanetPress
Design as well as for the data capture tool. This rule is true for all possible channels.
Related topics:
• Spool File (Page 47)
• Sample Data File (Page 47)
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5.2 Detailed Directions
This section includes the following procedures:
• Capture Sample Data Using the Data Capture Tool (Page 48)
5.2.1 Capture Sample Data Using the Data Capture Tool
Use this procedure to momentarily capture data sent to an input for the purpose of generating a sample data
file, as well as to capture data for a document you install on a printer or in PlanetPress Watch/Server
To capture sample data using the Data Capture tool:
1. In the PlanetPress main menu, choose Tools | Capture Data.
2. From the dropdown list, select one of the following data inputs ports: LPD, Serial, Telnet, or Windows
Queue.
3. Set the options for the capture based on the selected input.
4. Click Capture to actually capture the port.
When PlanetPress Design is ready to receive the data on the selected port, a message box is displayed.
To stop the capture, click Stop.
5. To see the log files, click the Open Log button. To view the captured data, double-click the
corresponding log file.
Log files are located in C:\Documents and Settings\[User account name]\Application Data\PlanetPress
Suite 5\PlanetPress Design\DataCap. They are named according to the capture date.
6. Click OK.
Note on Using Windows Queue Input Capture:
There are 2 available capture modes when using the Windows Queue Input: Simple and Advanced. To toggle
from one mode to another, simply click the << Advanced button to switch to the Advanced mode, and click
the >> Advanced button to revert to the Simple mode.
In both modes, if a Windows Queue using the Objectif Lune Printer Driver (PS) already exists, this queue is
automatically selected. If no such queue exists, Advanced mode is automatically enabled in order to allow
users to select existing printer queues.
Capturing data in Simple mode will use the default printer options, while the Advanced mode allows to set the
printer options. Any modification will prompt users with a notification message listing the changes about to be
made to the printer options.
In Simple mode, as soon as a file is captured, the data capture tool is closed and the captured file is
automatically associated to the sample data files list of the current document and set as the active data file. In
Advanced mode, and any other input, a Save dialog is prompted with every single capture. Once the data
capture tool is closed, another prompt allows you to associate the last captured file as your active sample data
file.
Related topics:
• LPD Input (Page 48)
• Serial Input (Page 49)
• Telnet Input (Page 50)
• WinQueue (Page 50)
LPD Input
Retrieves data using LPD/LPR. LPD/LPR is a printer protocol that uses TCP/IP to establish connections
between printers and workstations on a network. PlanetPress Design provides the LPD service for
Windows to receive print jobs through a TCP/IP network without requiring a Window’s driver.
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Capturing Data - Detailed Directions
General tab
LPD queue name: Enter the queue name for the LPD server. This is the queue name you use when sending
jobs through an LPR client.
LPD Input Options tab
Log all Winsock and network messages: Select to have PlanetPress Design keep a log of all Winsock and
other network messages that occur through the LPD service. These are messages related to jobs being sent
from other systems through LPR, and being received by PlanetPress Design via LPD. Since these messages
can accumulate, you have the option of not logging them. Logs are kept in a Log folder relative to your
install folder. They are named lpddate.log, where date is the current date in the yyyymmdd numerical
format.
No source port range restriction (recommended): Select to remove any restrictions on the port of the
LPR client computer that PlanetPress accepts data files from. Clear to have PlanetPress only accept data
files sent from ports ranging between 721 and 731 on the LPR client computer.
Strict RFC 1179 control file: Select to disable control file extensions the LPD service implements for some
flavors of UNIX and LPR. This enforces the basic Line Printer Daemon protocol.
Enable BSD compatibility mode: Select to have the LPD service emulate a BSD UNIX server. Although RFC
1179 is supposed to describe the BSD LPD/LPR protocol, and the LPD input in PlanetPress Design is
RFC1179-compliant, there are some incompatibilities between the RFC and the BSD implementation. This
option compensates for some of these incompatibilities. If you are not sure about the source of your
output, clear this option.
Time-out: Set the time in seconds the PlanetPress Design process waits for the transfer of bytes in the data
file before ending the transfer of this file. On a time-out, partially received data files are not passed to the
rest of the process; the LPD input resets and is ready to receive further data files.
Serial Input
Retrieves data using a serial input service to PlanetPress Design for processing data input files. Only one
port is used at a time by PlanetPress Design, and as such, only one configuration for the serial connection
is allowed. The Serial service can be independently controlled, and its logs checked in real-time as it
processes files, using the PlanetPress Suite Service Console.
Serial port: Select the port of the computer where the Serial input is connected to (COM1 through COM8).
Baud rate: Select the baud rate of the Serial input.
Data bits: Select the number of data bits defining the incoming data file on this serial port. The majority
of serial ports use between five and eight data bits. Binary data is typically transmitted as eight bits, while,
text-based data is transmitted as seven bits or eight bits.
Parity: Select the type of parity used for error detection. The parity transfers through the serial connection
as a single bit. It is used to verify that each set of data bits transfers correctly. It is then stripped away before
the data file passes through the rest of the PlanetPress Design process. Select None to ignore all parity bits;
no error detection occurs.
Stop bits: Since most serial ports operate asynchronously, the transmitted byte must be identified by start
and stop bits.
Time-out: Set the time in seconds the PlanetPress Design process waits for the transfer of bytes in the data
file before ending the transfer of this file. On a time-out, partially received data files are not passed to the
rest of the process; the Serial input resets, ready to receive further data files.
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Capturing Data - Detailed Directions
Job delimiters: Enter the strings that tell PlanetPress Design the data file being retrieved through the
Serial input is complete. Each line in the Job delimiters text box is a different delimiter. You can enter as
many delimiters as you want, one per line.
Log: Select to keep a log of errors and other information related to the Serial input. Since these messages
can accumulate, you have the option of not logging them and are kept in a Log folder relative to your install
folder. They are named serdate.log, where date is the current date in the yyyymmdd numerical format.
Telnet Input
The Telnet program runs on your computer and connects your PC to a server on the network. You can then
enter commands through the Telnet program and they will be executed as if you were entering them
directly on the server console. This enables you to control the server and communicate with other servers
on the network.
General tab
Port: Enter the port number the Telnet input uses to receive data. The default telnet port is 9100.
Telnet Options tab
Log all Winsock and network messages: Select to have PlanetPress keep a log of all Winsock and other
network messages that occur from the Telnet input. These messages are related to files sent from other
systems using a telnet connection. Since these messages can accumulate, you have the option of not
logging them, and are kept in a Log folder relative to your install folder. They are named teldate.log, where
date is the current date in yyyymmdd numerical format.
Windows Queue Input
WinQueue input tasks capture print jobs sent to a Windows printer queue. The jobs may originate from a
local user or from remote users.
Printer queue: Select the Windows printer queue where PlanetPress Design obtains the input data file.
The drop-down list includes printers installed on the local host computer.
New...: Click this button to create a new Windows Printer Queue using the new Objectif Lune Printer
Driver (PS). For more on this driver, see Objectif Lune Printer Driver (PS) documentation.
Advanced: Click this button to toggle showing/hiding the Windows Queue advanced options.
Printer Properties group
Spool Print Jobs in EMF Format (Advanced Printing Features): Select to create EMF files for Windows
Print Converter action tasks (see
Windows Print Converter Action Task Properties (Page 0)). Note that this option must not be
selected when capturing generic text type data.
Spool Print Jobs in RAW Format: Select to generate PostScript data files when the Create Composed
Document Stream (with Metadata) checkbox is unchecked.
Create Composed Document Stream (with Metadatea): Checkbox to insure metadata file creation when
capturing data from the selected queue. This option will generate a PDF data file when checked. Note that this
option is only available with PlanetPress Office or PlanetPress Production.
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Capturing Data - Detailed Directions
Objectif Lune Printer Driver (PS)
Objectif Lune Printer Driver (PS)
Introduction
The Objectif Lune Printer Driver (PS) allows end-users to print directly to the PlanetPress Suite Workflow Tools
from any Windows application, by using the familiar File|Print option. At the other end, PlanetPress Office
and PlanetPress Production specifically can capture the incoming stream and convert it internally into a PDF
file along with its metadata.
Although it is available with every PlanetPress Suite Workflow Tools, this feature becomes even more useful in
environments where the Document Input emulation is available (with PlanetPress Office or PlanetPress
Production).
Install a Objectif Lune Printer Driver (PS)
The Objectif Lune Printer Driver (PS) is automatically installed during the PlanetPress Suite setup, along with a
default Windows Printer Queue called PlanetPress Printer.
Install a Windows Printer Queue using the Objectif Lune Printer Driver (PS)
A Windows Printer Queue using the Objectif Lune Printer Driver (PS) can be installed from the PlanetPress
Design Data Capture window.
Creating a new Windows printer queue from PlanetPress Design:
1. Start PlanetPress Design.
2. Choose Tools | Data Capture | Windows Queue Input.
3. Click New.
4. Enter a Name for the printer queue.
5. Click OK.
Every new Windows printer queue using the Objectif Lune Printer Driver (PS) is shared by default. Once such
a shared queue is created, end-users can install it on their own computer by going through the same steps
they would when installing a new remote printer in their Operating System. By default, connecting to a shared
printer will automatically result in the Objectif Lune Printer Driver being downloaded to the connecting host.
Printer Properties setup
A printer queue using the Objectif Lune Printer Driver (PS) can be configured to produce one of 3 different
types of datafiles: EMF, PostScript, or PDF.
Possible printer properties settings, along with the datafile type it will produce:
Spool Print Jobs in EMF Format:
• This will create an EMF datafile.
• This format is usally reserved for use with the Windows Print Converter action plugin (see PlanetPress
Suite Workflow Tools documentation).
• This format can be obtained using any PlanetPress Suite Product; PlanetPress Design or any of the
PlanetPress Suite Workflow Tools.
Spool Print Jobs in RAW Format:
• This will create a PostScript datafile when the option Create PDF (with Medatada) is unchecked.
▪ This format can be obtained using any PlanetPress Suite Product; PlanetPress Design or any of the
PlanetPress Suite Workflow Tools.
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Capturing Data - Detailed Directions
• This will create a PDF datafile when the option Create PDF (with Medatada) is checked.
▪ This format can be obtained using PlanetPress Design and PlanetPress Office or PlanetPress
Production.
By default, the Create PDF option is:
• Checked if the incoming stream has been produced with the Objectif Lune Printer Driver.
• Unchecked if the incoming stream comes from some other PostScript Driver.
• Grayed out and unchecked if the incoming stream is not PostScript.
Data Capture from PlanetPress Design
Once a shared Windows printer queue using Objectif Lune Printer Driver (PS) is installed on both the server
and the client sides, data capture can be achieved the same way as with any other Windows printer queues.
Data Capture from PlanetPress Design:
1. Start PlanetPress Design.
2. Choose Tools | Data Capture | Windows Queue Input.
3. Select a Windows print queue using the Objectif Lune Printer Driver (PS) from the drop-down list.
4. Click Capture.
5. Start the windows application from which you want to capture data.
6. Open your selected document.
7. Click File | Print.
8. Choose the same Windows print queue as in step 4.
Note that steps 5-7 can be performed at any time, even if PlanetPress Design is not yet in data capture mode.
This is because every Windows printer queue using Objectif Lune Printer Driver (PS) is paused by default.
Once the data capture has started, it captures the first queued job. If there are more than 1 job, the user will
have to use the data capture button again.
PDF Creation Parameters
PDF files retrieved from a Windows print queue using Objectif Lune Printer Driver (PS) have the following
properties:
• PDF 1.4
• Optimized PDF (subject to change)
• No down-sampling of images
These settings are pre-configured and cannot be changed by the user.
About Metadata
Metadata files are files containing information on the job itself rather than containing the job per se. A job
sent to the Objectif Lune Printer Driver (PS) creates its own metadata, allowing users to retrieve relevant
information, such as, for instance, the time and date the print request was sent. For more on this, see the
Working with Metada (Page 260) documentation pages.
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6 Setting Up a Document
Once you have a sample data file to work with, you are ready to start creating your document in PlanetPress.
This chapter describes how to set up a document, the first step in document creation.
In this section, you learn to:
• Set Up a Document (Page 55)
• View or Edit the Properties of a Document (Page 59)
• Associate Attachments with a Document (Page 59)
• Set Up Pages: Cachable Execution Options (Page 60)
• Set the Maximum Data Line Length (Page 60)
• Create and Use FreeForm Documents in PlanetPress Design (Page 61)
• Create and Use FreeForm 2 Documents in PlanetPress Design (Page 62)
• Create a Document in VPS or VDX Format (Page 63)
• Create and Use a Document in VDX Format (Page 64)
• Use the VPS RIP (Page 66)
• Use the VIPP RIP (Page 66)
• Add or Remove PPDs (Page 66)
• Refresh the PPD Lists (Page 66)
• Define a Custom Paper Size (Page 67)
• Specify PlanetPress Suite Job Information in a PlanetPress Design Document (Page 67)
This section also answers the following questions:
• What does document setup involve? (Page 54)
• What is digit substitution? (Page 54)
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6.1 Key Concepts
To set up a document, you should understand the following key concepts:
• Document Setup (Page 54)
• Digit Substitution (Page 54)
6.1.1 Document Setup
What does document setup involve?
Document setup is the first step in creating a document and involves associating the document with a PPD.
PPD files, or PostScript Printer Description files are used by PostScript printer drivers to print to PostScript
devices.
The PPD, along with the sample data file you associate with the document and the emulation you select define
how your document handles its input data, and consequently determine the accuracy of the output the
document produces with the data stream it receives at runtime.
Document setup also involves giving the document a name, setting default printer options for the document,
associating one or more attachments with the document if necessary, setting any binding margins you want
the document to use, and adjusting options that can improve the document performance at runtime.
Normally the default PPD can be used. However, if the default PPD fails, it is recommended you search for one
made available by the manufacturer. You can modify any of the document setup settings at any point during
the document creation process. If you change or modify the PPD associated with the document, you should
verify the change does not compromise the accuracy of the output the document produces.
6.1.2 Digit Substitution
What is digit substitution?
PlanetPress Design gives you the option to display numbers in Arabic, Farsi or Hindi. This document specific
option is called Digit substitution and is available in the Document properties.
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6.2 Detailed Directions
This section includes the following procedures:
• Set Up a Document (Page 55)
• View or Edit the Properties of a Document (Page 59)
• Associate Attachments with a Document (Page 59)
• Set Up Pages: Cachable Execution Options (Page 60)
• Set the Maximum Data Line Length (Page 60)
• Create and Use FreeForm Documents in PlanetPress Design (Page 61)
• Create and Use FreeForm 2 Documents in PlanetPress Design (Page 62)
• Create a Document in VPS or VDX Format (Page 63)
• Create and Use a Document in VDX Format (Page 64)
• Use the VPS RIP (Page 66)
• Add or Remove PPDs (Page 66)
• Refresh the PPD Lists (Page 66)
• Define a Custom Paper Size (Page 67)
• Specify PlanetPress Suite Job Information in a PlanetPress Design Document (Page 67)
6.2.1 Set Up a Document
To set up a document:
1. Double-click on the Document node.
2. In the Document properties dialog box, click Basic Attributes and enter the name and printer
properties of the document, and any notes you want to insert at the head of the document.
Name: Enter a name for the document. If you install the document on a printer, this is the name under
which the printer stores the converted document. The name you choose for the document should be
both descriptive and unique, cannot begin with a number, and can contain only the following ASCII
characters: underscore, upper and lower case letters of the alphabet, all digits 0 through 9.If you use an
underscore in the name, it should not appear as either the first or last character of the name as this
may cause internal conflicts in the software. Names are case-insensitive and must be unique; no two
elements in a document can have the same name. Names can be a maximum of 50 characters in length.
Finally, PlanetPress Talk variable and command names are reserved words; you cannot use any of these
reserved words as a name.
Description: Enter a short text description of the document.
Designed For: Select a PPD for the document. The contents of the PPD subfolder in the PlanetPress
program folder determine the contents of this list. In PlanetPress Design, you can now open PPD files as
well as other attachments emanating from Macintosh and UNIX workstations.The PPD that appears by
default here is the one selected in the Default printer box in the User Options dialog box. The Default
printer is an optimized PPD. Rather than send a request for a setting to the printer, it first queries the
printer to see if that setting is already in effect. The Alternate default printer PPD does not query the
printer before it sends a request for a setting.
Printer Password: Enter the password for the printer on which you intend to install the document. A
password value of 0 means there is no password for the printer. You can determine whether a printer
requires a password by printing a PlanetPress Design printer status page.
Printer Working Path: Enter the path of the folder on the printer in which you want to install the
document. This is necessary only if you plan to install the document in a specific folder on the printer’s
hard drive or in a specific folder in its flash memory.
Notes: Enter any notes you want to insert at the head of the document. Notes do not print as part of
the output of the document.
Sign: Click to append the current date and time, the name of the owner of this copy of PlanetPress
Design, and the name of the company to which this copy is licensed.
3. In the Document properties dialog box, click Paper Handling and adjust the basic paper handling
properties for the document.
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Default Page Size: Select the default paper format the document uses. In most cases, you never need
to set this option, unless the same job, or multi-jobs require using various paper sizes. In a small
number of printers however, when you are executing a document in which several consecutive pages
use the same paper format, you may need to set this option. When the document subsequently
executes each page, it compares the current paper format with the one set for the page, and only issues
a paper format command if the two formats are different.The formats available depend on the PPD
selected in the Designed for box of the Document properties dialog box. If you select Default, no
command is issued to the printer regarding the paper format and the document uses the printer setting
in effect at execution time.
Selection Type: Set the default input paper tray to use for this document. The trays available depend
on the PPD you selected for the document. The selection you make here determines the contents of the
Paper source area. Select Input tray to specify a specific input tray, and select match paper size to have
the printer automatically use the tray that contains the paper format defined for this page. Select
manual feed to use the printer’s manual feed, and select media selection to set specific media
characteristics. You can select an input tray, paper size, and paper orientation for each document page.
If the printer supports it, you can also select duplex mode. Note that the document must be able to
recognize the output printer during the job to perform load balancing. You can set the output printer
name using a variable for either the printer output or the Windows printer output. You can add start/end
document commands to support subset job handling. You can activate Run-locally+GDI with speed
limits (specified as categories or absolute speed) and either block or enable the use of multi-processor
systems.
Input Tray: Select the input tray you want to use in this box. This option is available only when you
select Input tray in the Selection type box.
Media Type: Select the paper type for the page. This option is available only when you select media
selection in the Selection type box.
Media Color: Select the paper color for the page. This option is available only when you select media
selection in the Selection type box.
Media Weight: Select the paper weight for the page. This option is available only when you select
media selection in the Selection type box.
Output Tray: Set the output paper tray you want to use for this document. The options available
depend on the PPD selected for the document in the document properties dialog box.
Duplexing: Select the duplexing options for the document. The duplexing options available depend on
the PPD you selected for the document. Note that duplexing options apply only to normal pages since
these are the only pages that can print. If you want to print simplex and duplex in the same document,
and your printer supports switching between simplex and duplex in the same job, you can set the
duplexing options on a page-by-page basis using the duplexing option in the page properties dialog box.
If your printer does not support switching between simplex and duplex in the same job, you can
simulate the switch by setting the duplexing option here and printing a blank page on the back of each
page that you want to print simplex. If you select default, no command is issued to the printer regarding
duplexing for this document, and the document uses the printer setting in effect at execution time.
4. In the Document properties dialog box, click Advanced Paper Handling and, if necessary, specify any
operations you want the printer to execute before or after the document executes.
Paper handling before the document: Display, define, and/or edit the paper handling operations you
want the printer to execute before it executes the document. The printer executes the operations
sequentially, from top to bottom. Right-click in this area and use the menu to manipulate the data.
Paper handling after the document: Display, define, and/or edit the paper handling operations you
want the printer to execute after it executes the document.You can also delete an item by selecting it
and pressing DELETE. You can manipulate or move data to the Paper handling before the document
area by clicking it and dragging it to the new location. Double-click an item to display and, if necessary,
edit the condition associated with it.
5. In the Document properties dialog box, click Compilation Options and, if necessary, adjust the
compilation options of the document.
Raster Image Processor Options
For help creating documents that use Fiery® FreeForm™ or Freeform 2 features, see Create and Use
FreeForm Documents in PlanetPress Design (Page 61) or Create and Use FreeForm 2 Documents in
PlanetPress Design (Page 62). For help creating a document in VPS or VDX format, refer to Create a
Document in VPS or VDX Format (Page 63).
Caching method: Select the caching method you want to use. • Select None to prevent the RIP from
using any caching. • Select Generic to use the standard caching provided by PostScript Level 2. • Select
FreeForm and use the options that appear to either make the current document a FreeForm master
document, or make the current document a document that calls a FreeForm master document. • Select
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FreeForm 2 and use the options that appear to make the current document a FreeForm 2 master
document. To make the current document call a FreeForm 2 master document, select individual pages
and use the options that appear in the Page properties dialog box. • Select VPS to cache all virtual and
cachable pages. • Select VDX to cache only those pages of type virtual that are defined as cachable. •
Select VIPP to cache and display all internal images using the VIPP caching method. This option can
significantly improve performance when documents that include large internal image files (high
resolution background images, for instance) are run on VIPP enabled printers.
printer level versioning
Use Form Versioning at printer level: Use this option to set a version number for the document.
Form Version: You use a version number to tell a document to check its version number before
executing, and only execute if it is the most recent version.
PlanetPress Search
Search Database Name: Specify the name you want to use for this document in PlanetPress Search.
This is the name of the record PlanetPress Search creates for this document in any search database it
builds that contains the document. In the PDI file, this is the value of the
~SearchDBName
type a name in the box, or select one of the two choices in the drop-down list. The drop-down list
choices are the name of the file containing this document, and the name of the document entered in the
Name box of the Basic attributes of the Document dialog box.
PostScript
PostScript Level: Select the PostScript Level for the converted document.
FreeForm Options
This Document is a Master: Select to create a FreeForm or FreeForm 2 master document.
Form number: Enter a FreeForm document reference number. If the document you are creating is a
FreeForm master document, it will be assigned the number entered in this box. If the document you are
creating is not a master document, it will be associated with the FreeForm master document identified
by the number entered in this box.
Master ID: Enter the FreeForm 2 master document name. When you create a FreeForm 2 master
document, you must name it. This makes it possible for multiple FreeForm 2 master documents to be
cached on a given printer and for any FreeForm 2 document to specifically call any cached FreeForm 2
master document.
Emulation Options
Maximum Data Line Length: Define the number of columns in a data page. Enter the value, or use
the spin buttons to increment or decrement the value. The maximum value for this option is 65,535
characters. The default value is also 256 characters. You should tune this value to the longest line in
your input data. Setting a maximum data line length that greatly exceeds the length of the longest line
in your input data may increase execution time depending on the printer manufacturer. Also, the 65,535
value affects imaging, faxing, archiving, and caching VDX functionality. Optimized PostScript Stream is
not affected by this value.
Behavior
Use end of job keyword: Use this option when you want to execute several documents by sending a
single job that contains all the triggers and input data for those documents.
End of Job Keyword: Enter the keyword for the end of job.
Skip blank data pages: Select to have the document ignore any empty data pages it encounters at
runtime. Clear to have the document execute with any empty data pages it encounters.
PostScript Printer Form Cache
Set Form Cache: Select to set the size of the printer form cache and/or the size of the largest item the
cache can contain.
Max Form Item: Set the size (in bytes) of the largest single EPS, PDF, or bitmapped image that the
form cache can contain. You use the size of the largest and most frequently used image in your
document to determine an appropriate value for this option.
Max Form Cache: Set the size (in bytes) of the PostScript printer form cache. You base the setting for
this option on the number of images in your documents, their sizes, and how frequently each image
repeats in a document.
6. In the Document properties dialog box, click Resource Options and, if necessary, adjust the image
resource options.
Resource Location
Resource location: Select the runtime location for the resource files associated with the document
when the document executes on a printer. Select In memory to copy the resource files into RAM at
runtime. Select On file system to copy the resource files onto the printer’s hard drive at runtime; this
option is recommended for documents that occupy large amounts of space.
Image Resource RESOLUTIONS
entry. You can
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Setting Up a Document - Detailed Directions
See Resolution (Page 172) and Adjust Image Resolution (Page 202) for help understanding and using
these options.
Conversion Options
See Convert Color Images to Grayscale (Page 203). For help understanding and using the Scanline
orientation option see Scanline Orientation (Page 352) and Adjust the Scanline Orientation of Images
(Page 206).
Photo quality compression level and Image Quality: Use these options to set the image quality for
all image resources you add to the document.
7. In the Document properties dialog box, click Binding and set any binding margins you want the
document to use.
Use binding: Select to make binding margins for the document available.
Odd pages
Horizontal: Set the binding margin you want to leave along the left edge of each odd-numbered page.
This value is relative to the left edge of the physical page, and units are as set in the User Options dialog
box.
Vertical: Set the binding margin you want to leave along the bottom edge of each odd-numbered page.
This value is relative to the bottom edge of the physical page.
Even pages
Horizontal: Set the binding margin you want to leave along the right edge of each even-numbered
page. This value is relative to the right edge of the physical page.
Vertical: Set the binding margin you want to leave along the top edge of each even-numbered page.
This value is relative to the top edge of the physical page.
8. If necessary, in the Document properties dialog box, click Attachments and associate any
attachments with the document that you want to execute before or after the document executes.
9. In the Document properties dialog box, click Job Infos and specify any PlanetPress Watch/Server job
info values. Job info values are typically passed by PlanetPress Watch/Server. Job info numbers and the
information associated with them may vary depending on input types as well as PlanetPress Watch/
Server configurations, with the exception of job info 0%, which is reserved for the job file name.
Info #: The job info number.
Value: Enter a static text value that you want to associate with the corresponding job info reference
number. This value is typically overriden, if a job info value is passed by PlanetPress Watch/Server.
Ignore PlanetPress Watch/Server job info values: Enable this option to prevent values passed by
PlanetPress Watch/Server from overriding the values you have entered. This option is typically used for
debugging purposes and is disabled by default.
10. If necessary, add PlanetPress Talk code to the document.
▪ In the Document properties dialog box, click PlanetPress Talk before to enter PlanetPress Talk
code that you want to execute before the document executes, or click PlanetPress Talk after to
enter PlanetPress Talk code that you want to execute after the document executes.
11. Click OK.
To add or edit an advanced paper handling operation:
1. To add an operation, right-click in the appropriate paper handling area and choose Add.
2. In the Advanced Paper Handling Selection dialog box enter a new or edit the existing paper handling
operation.
Section: Select the name of a paper handling property. This determines the contents of the Selection
box. The PPD you selected in the Designed for box of the Document properties dialog box determines
the contents of the Section box.
General: Select the value you want to associate with the paper handling property selected in the
Section box.
Condition: Specify the condition under which this operation executes. You can select an existing
condition from the drop-down list, or define a condition using a PlanetPress Talk expression.
3. Click OK.
Related topics:
• View or Edit the Properties of a Document (Page 59)
• Associate Attachments with a Document (Page 59)
• Create and Use FreeForm Documents in PlanetPress Design (Page 61)
• Create and Use FreeForm 2 Documents in PlanetPress Design (Page 62)
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• Create a Document in VPS or VDX Format (Page 63)
• Set Up a Page (Page 92)
• Control Versions of a Document (Page 315)
• Adjust Printer Settings (Page 317)
6.2.2 View or Edit the Properties of a Document
You can view or edit the properties of a document using either the Object Inspector or the Document
properties dialog box.
To view or edit properties using the Object Inspector:
1. In the Structure area, select the document icon.
2. In the Object Inspector, make any necessary modifications to the properties.
To view or edit properties using the Document properties dialog box:
1. Double-click on the Document node to display the Document properties dialog box.
2. Use the Document properties dialog box to edit the document properties, if necessary.
3. In the Document properties dialog box, click OK.
Related topics:
• Document Setup (Page 54)
• Set Up a Document (Page 55)
• View or Edit the Properties of a Page (Page 95)
• Associate Attachments with a Document (Page 59)
6.2.3 Associate Attachments with a Document
When you associate an attachment with the document, you define whether you want that attachment to
execute before or after the document executes. You can associate a condition with each attachment that
determines whether the attachment executes.
To associate attachments with a document using drag and drop:
• In the Structure area, select the attachment resources you want to associate with the document, and
drag and drop them onto the document symbol ( ).
To associate attachments with a document using the Document properties dialog box:
1. Double-click on the Document node to display the Document properties dialog box.
2. In the Document properties dialog box, click Attachments.
3. Add the attachments you want to execute before and/or after the document.
Attachments to execute before document: Display, define, and/or edit the list of attachments you
want to execute before the document executes. The attachments execute sequentially, from top to
bottom. Right-click in this area and use the menu that appears to add or delete items, move items up or
down in the list, or clear the list altogether. You can also delete an item by selecting it and pressing
DELETE. You can also move an item up or down in the list, or move it to the Attachments run after
document list, by clicking it and dragging it to the new location. Double-click an item to display it. Note
that you cannot set a condition on any attachment you execute before the document executes, as these
attachments execute before the document evaluates conditions.
Attachments to execute after document: Display, define, and/or edit the list of attachments you
want to execute after the document executes.
4. Click OK.
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To add or edit an item in the attachments list:
1. Double-click on the Document node to display the Document properties dialog box.
2. In the Document properties dialog box, click Attachments.
3. To add an attachment, right-click in the appropriate list and choose Add.
4. Use the Attachment Selection dialog box to add a new item or edit an existing one.
Attachment name: Select one of the existing attachment resources in the document. If the attachment
resource does not yet exist in the document, use the Attachment button to add it.
Attachment button: Click to display the Select attachments dialog box and select an attachment
resource to add to the document. When you exit this dialog box, PlanetPress Design adds the
attachment resource to the document, and returns you to the Attachment Selection dialog box.
Condition: Specify the condition under which this attachment executes. You can select an existing
condition from the drop-down list, or define a condition using PlanetPress Talk expression. The current
value of the condition appears below the Condition box. Clear the contents of the box if you want the
attachment to always execute.
5. Click OK.
6.2.4 Set Up Pages: Cachable Execution Options
Select Cachable to have the printer cache this page. The Cachable option applies when converting a document
for a printer that uses Raster Image Processors (RIP) as follows:
Option: Result with Cachable option enabled:
None Nothing is cached.
Generic
(or
PostScript
Level 2)
VPS Overlays and virtual pages are cached.
PPML/
VDX
FreeForm
1 and
FreeForm
2
VIPP All internal images are cached and displayed using the powerful caching methods made
Images are cached automatically using RIP.
Virtual pages are cached.
The Cachable option is enabled.
available through VIPP (external images will not be cached). This option is especially
useful for pictures that are large or complex. Note that using this option does not prevent
the document from being used on non-VIPP printers.
6.2.5 Set the Maximum Data Line Length
Set the maximum length of a line of data on the data page.
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A. Maximum data line length
Maximum data line length: Define the number of columns in a data page, and thus the maximum length of
a line of data. Enter the value, or use the spin buttons to increment or decrement the value.
6.2.6 Create and Use FreeForm Documents in PlanetPress Design
A feature of these RIPs is that you can create a master document, and have the content of a page of that
master document appear as the background on the pages of a document when that document executes. Only
one page of the master document appears on a given page of the document.
All the pages of a FreeForm document must indicate the number of the FreeForm master document to use
when printing. If a master document contains more than one page, when a document that calls that master
document executes, it cycles through the pages of the master document. For example, if the master
document contains three pages, and the document that uses the master document outputs six pages, the first
page of output contains the first page of the master document, the second page the second page of the
master document, the third the first page of the master document.
The first procedure describes how to create a FreeForm master document, and the second procedure explains
how to associate a FreeForm document with a FreeForm master document.
To create a FreeForm master document:
1. In PlanetPress Design, create the document you want to use as the master document.
2. Double-click on the Document node to display the Document properties dialog box.
3. In the Document properties dialog box, click Compilation options.
4. In the Caching method box, select FreeForm and set the FreeForm options that appear.
This document is a master: Select to make the current document a master document.
Document number: Enter the index number for the master document. This is the number you use
when you want to reference this master document. Index numbers must be in the range 1 to 100
inclusive.
5. Click OK to exit the Document dialog box.
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6. Save the document.
7. From the PlanetPress Design Button, choose Print, select the printer or printers on which you want
to install the master document, clear Optimized PostScript Stream, clear Print to file, set the
Number of copies to 1, and click OK. Remember that the printers you select must be running
FreeForm.
To associate a FreeForm document with a FreeForm master document:
1. In PlanetPress Design, open the document in which you want to reference the FreeForm master
document.
2. Double-click on the Document node to display the Document properties dialog box.
3. In the Document properties dialog box, click Compilation options.
4. In the Caching method box, select FreeForm.
5. Set the Document number box to the index number of the FreeForm master document you want the
document to use.
6. Click OK to exit the Document dialog box.
7. Save the document.
Now when you execute the document on the printer on which the FreeForm is running, each page of the
document includes the contents of the master document you specified in the document number box.
Remember that in FreeForm, if a master document has more than one page, when the document that
calls the master page executes, it cycles through the pages of the master document.
Related topics:
• Set Up a Document (Page 55)
• Create and Use FreeForm 2 Documents in PlanetPress Design (Page 62)
• Create a Document in VPS or VDX Format (Page 63)
6.2.7 Create and Use FreeForm 2 Documents in PlanetPress Design
The properties of all the pages of a FreeForm 2 document must include the ID of the FreeForm 2 master
document as well as the number of the page to use when printing.
In this example, two FreeForm 2 master documents reside on the printer. To the printer, they are known as
Report1 and Report2. Any of the pages of any FreeForm 2 document sent to that printer can use any of the
pages of any of these FreeForm 2 master documents. The first page of a document may use the first page of
the Report1 master document and the second page of that same document may use the third page of the
Report2 master document.
To create a FreeForm 2 master document:
1. In PlanetPress Design, create the document you want to use as the master document.
2. Double-click on the Document node to display the Document properties dialog box.
3. In the Document properties dialog box, click Compilation options.
4. In the Caching method box, select FreeForm 2 and set the FreeForm 2 options that appear.
This document is a master: Select to make the current document a master document.
Master ID: Enter the name for the master document. This is the name you use when you want to
reference this master document. The name can contain a maximum of 64 characters. It cannot start
with either formC or formU, and cannot contain any of the following characters: char(0) through
char(32), vertical bar (|), forward slash (/), backward slash (\), asterisk (*), question mark (?), doublequote ("), single quote ('), grave accent (), colon (:), less than sign (<), greater than sign (>). You
should make certain the name you enter is not that of an existing master document on the printer on
which you intend to install this master document. If the name is the same, this master document
overwrites the existing master document when you install it.
5. Click OK
6. From the PlanetPress Design Button, choose Print, select the printer or printers on which you want
to install the master document, clear Optimized PostScript Stream, clear Print to file, set the
Number of copies to 1, and click OK. Remember that the printers you select must be running
FreeForm 2.
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To associate the pages of a FreeForm 2 document with a FreeForm 2 master document:
1. In PlanetPress Design, open the FreeForm 2 document that contains the pages that you want to
associate with the FreeForm 2 master document.
2. In the Structure area, select the page you want to associate with a FreeForm 2 master document and
double-click on it to display the Page properties dialog box.
3. In the Page properties dialog box, click Basic attributes and set the FreeForm 2 options.
Master ID: Enter the name of the FreeForm 2 master document you want this page to reference. This
option appears only if you selected FreeForm 2 in the Caching method box of the Conversion options in
the Document dialog box.
Page number: If the FreeForm 2 master document you entered in the Master ID box is a multi-page
document, enter the page number of that document that you want this page to reference. This option
appears only if you selected FreeForm 2 in the Caching method box of the Conversion options in the
Document dialog box.
4. Click OK.
5. Repeat step 2 through step 4 for each page that you want to associate with a master document.
6. Save the document.
Related topics:
• Set Up a Document (Page 55)
• Create and Use FreeForm Documents in PlanetPress Design (Page 61)
• Create a Document in VPS or VDX Format (Page 63)
6.2.8 Create a Document in VPS or VDX Format
In order to let you create documents for printers that are VPS compliant as well as for VDX printers,
PlanetPress Design gives you the option to create both VPS and VDX documents. To use either formats, you
must choose the appropriate caching method when creating the document.
In the case of VPS documents, overlay (fixed size) and virtual (variable size) pages defined as cachable will
actually be cached, but in the case of VDX documents, only virtual pages defined as cachable will actually be
cached.
Also note that VDX documents must be processed by VDX action tasks in PlanetPress Watch/Server before
they can be sent to the printer. In fact, VDX documents do not execute on the printer, they are rather merged
with the data by PlanetPress Watch/Server, that converts the result to VDX and that then sends the VDX
stream to the printer. Note that you must purchase a special license to use the PlanetPress Watch/Server VDX
plugin.
You create a document in VPS format as follows:
• In PlanetPress Design, define the document as a VPS document.
• Place any content you want the VPS format document to cache, on one or more virtual pages, and
define each of those virtual pages as cachable. In most cases you cache content that is extremely large
and that is used more than once during document execution.
If you plan to include an N-Up object on a VPS document page, make sure that it appears as the first object
on the page in the Document Structure area.
You create a document in VDX format as follows:
• In PlanetPress Design, define the document as a VDX document.
• Place any content you want the VDX format document to cache, on one or more virtual pages, and
define each of those virtual pages as cachable. In most cases you cache content that is extremely large
and that is used more than once during document execution.
• Once you complete your document, install it in PlanetPress Watch/Server.
• To execute the document and convert the result to VDX format, set up a process in PlanetPress Watch/
Server and add a Create VDX action to that process.
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Setting Up a Document - Detailed Directions
• When the process executes, the Create VDX action executes the document and converts the result to
VDX format. In most cases the process also contains an output task that receives the result of the
Create VDX action. For example, it may contain a send to folder output task that takes the result of the
Create VDX action and saves it to the shared folder from which the printer picks up print jobs.
To create a VPS or VDX document:
1. In PlanetPress Design, create a new document.
2. Double-click on the Document node to display the Document properties dialog box.
3. In the Document properties dialog box, click Compilation options and in the Caching method box,
select either VPS or VDX.
4. Click OK to exit the Document properties dialog box.
5. Add a page to the document. See the section “Add a Document Page” in the chapter “Setting Up Pages.”
6. In the Structure area or in the Page area, select the page and double-click on it.
7. In the Page properties dialog box, click Basic attributes.
8. Select Cachable and set Page type to Overlay (VPS only) or Virtual.
9. Click OK to exit the Page properties dialog box.
10. Add the content to the cachable page.
11. Repeat step 5 through step 10 for each of the cachable pages you want to add to the document.
12. Create the normal pages of the document, either calling a cachable overlay page (VPS only) or using nup objects as necessary to reference the content of the virtual pages.
If you include an N-Up object on a page, make sure that it appears as the first object on the page in the
Structure area.
13. Save the document.
In the case of a VPS document, the document is now ready for the printer. In the case of a VDX
document, the document is now ready for use with the Create VDX action task in PlanetPress Design.
Install the document in PlanetPress Watch/Server.
Related topics:
• Set Up a Document (Page 55)
• Execute Pages N-Up (Page 98)
• Set Up a Page (Page 92)
6.2.9 Create and Use a Document in VDX Format
You can create and print a document in VDX format using PlanetPress Design in conjunction with the Create
VDX action in PlanetPress Watch/Server. It is important to understand that in this case the document itself
does not execute on the printer. Rather, the Create VDX action in PlanetPress Watch/Server merges the data
with the document, and converts the result to VDX format. Note that although the Create VDX action ships
with PlanetPress Watch/Server, you must purchase a license to use it.
To create a document in VDX format:
• In PlanetPress Design, define the document as a VDX document.
• Place any content you want the VDX format document to cache, on one or more virtual pages, and
define each of those virtual pages as cachable. In most cases you cache content that is extremely large
and that is used more than once during document execution.
Any content you intend to cache must be static. On the normal pages of the document, you use n-up
objects to reference the cachable content.You can scale the content of an n-up object, as well as rotate
an n-up object; thus you can present the same virtual page at different sizes and angles.
• Once you complete your document, install it in PlanetPress Watch/Server.
• To execute the document and convert the result to VDX format, set up a process in PlanetPress Watch/
Server and add a Create VDX action to that process.
• When the process executes, the Create VDX action executes the document and converts the result to
VDX format. In most cases the process also contains an output task that receives the result of the
Create VDX action. For example, it may contain a send to folder output task that takes the result of the
Create VDX action and saves it to the shared folder from which the printer picks up print jobs.
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Setting Up a Document - Detailed Directions
This procedure describes how to set up a document in PlanetPress Design, so that the Create VDX action
recognizes it and converts it to VDX format correctly. For help understanding and using the Create VDX action,
see the PlanetPress Watch/Server6 User Guide Addendum.
To create a document in VDX format:
1. In PlanetPress Design, create a new document.
2. Double-click on the Document node to display the Document properties dialog box.
3. In the Document properties dialog box, click Compilation options and in the Caching method box,
select VDX. If you do not select VDX, the Create VDX action in PlanetPress Watch/Server does not
recognize the document as one it can convert to VDX format.
A. Caching method
4. Click OK.
5. Add a page to the document.
6. Double-click on the Page node to display the Page properties dialog box.
7. In the Page properties dialog box, click Basic attributes.
8. Set Page type to Virtual and select Cachable.
9. Click OK.
10. Add the content to the virtual page. You can use any of the objects available in PlanetPress Design to
add content to the virtual page. However, all of the content you add must be static.
11. Repeat step 5 through step 10 for each of the virtual pages you want to add to the document.
12. Create the normal pages of the document, using n-up objects as necessary to reference the content of
the virtual pages.
13. Save the document.
To display a virtual page on a normal page:
1. On the normal page, choose Home | N-Up Printing.
2. Move the pointer inside the Page area, click at the point at which you want to add the n-up object, and
release to display the N-Up properties dialog box.
3. In the N-Up properties dialog box, click Basic attributes and enter the name, position, size, style, and
condition properties for the n-up object.
4. In the N-Up properties dialog box, click N-Up options and in the Page to execute n-up box, select
the virtual page you want this n-up object to display.
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Setting Up a Document - Detailed Directions
5. Set both the horizontal and vertical Number of repeats to 1.
6. If necessary, use the Scale box to adjust the scale at which the n-up object displays the virtual page.
7. If necessary, click Basic attributes and adjust the Angle property to rotate the content of the n-up
object.
8. Click OK to exit the N-Up properties dialog box.
6.2.10 Use the VPS RIP
To use the VPS RIP, select VPS in the Caching method box of the Compilation options of the Document dialog
box. If you select VPS, the document caches only pages of type overlay or of type virtual that you defined as
cachable.
6.2.11 Use the VIPP RIP
To use the VIPP RIP, select VIPP in the Caching method box of the Compilation options of the Document dialog
box. If you select VIPP, the document caches and displays all internal images using the VIPP caching method.
This option can significantly improve performance when documents that include large internal image files
(high resolution background images, for instance) are run on VIPP enabled printers.
6.2.12 Add or Remove PPDs
The default PostScript Printer Description (PPD) file PlanetPress Design provides works for the vast majority of
printers. It is recommended that you use it when possible. In the event the default PPD and any of the other
PPDs provided with PlanetPress Design do not work properly with your printer, you can add PPDs to your
PlanetPress Design installation. Note that PlanetPress Design only accepts PPDs for PostScript Level 2 or
higher printers.
To add a PPD from PlanetPress Design:
1. Double-click on the Document node to display the Document properties dialog box.
2. In the Document properties dialog box, click Basic attributes, and click the Add PPD button.
3. Use the Select PPD File dialog box to navigate to the PPD file you want to add, and click Open.
If the file is a valid PPD file for a PostScript Level 2 or higher printer, PlanetPress Design adds it to its
PPD folder. If you selected Invalid PPD notification in the User Options dialog box, PlanetPress Design
reports any failure to add the PPD. The dialog containing the error message includes a checkbox you can
use to suppress the message in future. This checkbox clears the Invalid PPD notification option in the
User Options dialog box.
4. Refresh the PPD list that appears in PlanetPress Design.
To add a PPD from outside PlanetPress Design:
1. Drag the PPD you want to add to PlanetPress Design from Windows Explorer or your desktop to either
the Document structure or Document page areas.
2. The current document will be configured to use that PPD automatically. If you dragged several PPDs at
once you will have to select the appropriate PPD from the list available in PlanetPress Design.
To remove a PPD from PlanetPress Design:
1. Remove the PPD file from the PlanetPress Design PPD subfolder of the Windows Common Files folder.
2. Refresh the PPD list that appears in PlanetPress Design.
6.2.13 Refresh the PPD Lists
To refresh the list of PPDs using the Refresh PPD List button:
1. Double-click on the Document node to display the Document properties dialog box.
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Setting Up a Document - Detailed Directions
2. In the Document properties dialog box, click Basic attributes, and then click the Refresh PPD List
button.
Related topics:
• Add or Remove PPDs (Page 66)
• Refresh the Font Lists (Page 131)
• Refresh a Document (Page 18)
6.2.14 Define a Custom Paper Size
To define a custom paper size:
1. In Windows, navigate to the PlanetPress Design PPD subfolder.
2. In the PPD subfolder, locate the PPD file you want to edit.
3. Make a copy of that PPD file and rename the copy. The rename might be as simple as appending a
version number to the end of the name.
4. Open the copy of the PPD file in a text editor such as Notepad or TextPad.
5. Edit the values of all of the following fields to distinguish them from those in the original PPD:
▪ NickName
▪ ShortNickName
▪ Product
▪ ModelName
▪ PCFilename
6. Search for all instances of a common paper size to determine all the lines you will need to create to add
the custom paper size.
7. For each of the lines you found in step 6, copy, paste, and edit the pasted line as follows:
Change the name of the paper size to the one you want to use for the custom paper size.
Change the paper size. The height and width dimensions of the paper are enclosed in square brackets
([]) or double-quotes (""). For example, *PaperDimension Letter: "612 792". Dimensions are in dots
per inch (DPI), with 72 dots to an inch. Thus if your custom paper size dimensions are 14”x17”, you
would enter the dimensions as [1108 1224] or “1108 1224”.
8. Save your work and exit the text editor.
6.2.15 Specify PlanetPress Suite Job Information in a PlanetPress Design Document
To specify job info variables in a PlanetPress Design document:
1. Double-click on the Document node to display the Document properties dialog box.
2. Click Job Infos.
3. Specify any job info values. Job info values are typically passed by PlanetPress Watch/Server. Job info
numbers and the information associated with them may vary depending on input types as well as
PlanetPress Watch/Server configurations, with the exception of job info 0%, which is reserved for the
job file name.
Info #: The job info number.
Value: Enter a static text value that you want to associate with the corresponding job info reference
number. If a job info value is passed by PlanetPress Watch/Server the static text value is overridden.
Ignore PlanetPress Watch/Server job info values: Enable this option to prevent values passed by
PlanetPress Watch/Server from overriding the values you have entered. This option is typically used for
debugging purposes and is disabled by default.
4. Click OK.
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7 Selecting an Emulation
The emulation defines how your document receives and processes its input data. You select an emulation
when you set up your document.
This chapter explains what an emulation is, the different types of emulations available in PlanetPress Design,
and how to fine-tune the emulation to your input data. Since you must first understand what a data page is
before you can understand emulations, it also explains data pages, and introduces the Hex Viewer.
In this section, you learn to:
• Use the Data Selector (Page 75)
• Associate Sample Data File(s) with a Document (Page 0)
• Select and Set Up an Emulation (Page 77)
• Stabilize Your Data (Page 79)
• Set Up a Database Emulation (Page 80)
• Export or Import a Database Emulation Configuration (Page 82)
• Create a User-Defined Emulation (Page 82)
• Use the Hex Viewer (Page 83)
This section also answers the following questions:
• What is a data page and what is the data page buffer? (Page 69)
• What is the Hex Viewer and why might I use it? (Page 69)
• What is an emulation and what emulations are available in PlanetPress Design? (Page 69)
• What is the Data Selector? (Page 69)
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7.1 Key Concepts
To select an emulation, you should understand the following key concepts:
• Data Page (Page 69)
• Hex Viewer (Page 69)
• Emulation (Page 70)
• Data Selector (Page 73)
7.1.1 Data Page
What is a data page and what is the data page buffer?
A data page is the amount of data that can be printed on a page.
Data is typically formatted in order to print correctly on the media for which it is destined, and a data page
corresponds to the amount of data that can be printed on a page of a specific size and configuration. For a
piece of plain paper, it may be a given number characters per line and lines per page, and for a pay slip or
any preprinted form, it may be a number of data fields per form.
When you create a document with PlanetPress Design, you can give it the size and structure you want, so long
as the configuration you create is compatible with your printing devices.
Related topics:
• Emulation (Page 70)
• Data Selector (Page 73)
Data Page Buffer
The data page buffer is a two-dimensional array that the document uses at runtime to store one or more data
pages. Imagine a table with a specific number of rows and columns, where each cell contains one character of
input data.
7.1.2 Hex Viewer
What is the Hex Viewer and why might I use it?
The Hex Viewer is a tool for viewing the characters in the sample data file as hexadecimal values. ASCII
characters appear on the right side of the Hex Viewer, and the corresponding hexadecimal values on the left
side. This is useful when you are selecting an emulation or fine-tuning the size and structure of the data page.
Related topics:
• Sample Data File (Page 47)
• Data Page (Page 69)
• Emulation (Page 70)
• Data Selector (Page 73)
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7.2 Emulation
What is an emulation and what emulations are available in PlanetPress Design?
Emulation is the process by which PlanetPress Design imitates the behavior of a line printer by using a process
that reads the data and replicates the data pages that would have been printed on such a printer. The
emulation can replicate the behavior of a line printer using ASCII formatted data or channel skip data.
In PlanetPress Design, other emulations are available, though they are not actually emulating an existing
process. The ASCII, CSV, database, and, most recently, XML emulations handle data in a unique way.
Various emulation specific options can be set for most emulations, with the exception of the line printer and
database emulations. All emulations, except the database and XML emulations, also let you perform
operations on the data to stabilize it, such as add and remove characters or lines.
The sample data file you associate with the document, the emulation you select and the PPD you associate
with the document define how your document handles its input data, and consequently determine the
accuracy of the output the document produces with the data stream it receives at runtime. If you alter any of
these settings, you should verify the change does not compromise the output accuracy of the output.
7.2.1 Line Printer Emulation
Line printer emulation tells the document to treat the input data as data destined for a line printer.
In this emulation, a form feed signals the end of a data page. If no form feed occurs in the data stream, the
emulation adds lines to the data page buffer until the buffer is full.
Line printer emulation offers the best overall performance of all the emulations.
7.2.2 PDF Emulation
PDF Emulations allow you to capture data from fully composed documents in a PDF format.
PDF Emulation slightly differs from other PlanetPress Suite emulations: with other emulations, data is read
either one line at a time or one character at a time, while PDF emulation processes the input data from the
PDF file in such a fashion that every PDF page becomes a full data page. Each PDF page is thus graphically
represented in the PlanetPress Design Data Pane as one data page.
Note that protected PDF and PDF of versions above 1.7 are not supported by PlanetPress Suite 7.
7.2.3 ASCII Emulation
ASCII emulation tells the document to treat the input data as a stream of ASCII characters. The document
reads the data stream one character at a time, constructs a line, and adds that line to the data page buffer.
In this emulation, you can define how the document handles carriage returns that are not followed by line
feeds and how it handles tabs. You can also define whether you want the document to remove any Hewlett
Packard Printer Control Language (HP PCL) escape sequences it encounters.
If you use an ASCII emulation, you need to know if your printer supports binary mode as this is the
recommended mode for ASCII emulation. On printers that support binary mode, you can switch the printer to
binary mode using the printer keypad or by sending the appropriate PostScript code to the printer.
In binary mode, the printer reads the end of line characters (carriage return [CR], line feed [LF], and carriage
return followed by a line feed [CRLF]) as they appear in the data stream and does not perform any
substitution. A printer that does not support binary mode or is not running in binary mode replaces any CR,
LF, or CRLF that appears at the end of a line of data with a LF.
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Selecting an Emulation - Emulation
A form feed signals the end of a data page in ASCII emulation. If no form feed occurs in the data stream, the
emulation adds data to the data page buffer until the buffer is full.
7.2.4 Channel Skip Emulation
Channel skip emulation is a variant of line printer emulation. It tells the document to read the data stream
one line at a time, and to treat the first character of each line as a code that indicates how to position the line
of data in the data page buffer.
By default, in channel skip emulation, the integer 1 signals the end of a data page. You can change this
default when you set up the emulation.
Note that if a given value is used for multiple channels, the result may be different at design time, or when
the document is previewed or printed.
Also note that Split on FormFeed (FF) is not supported with the Channel Skip emulation in Optimized
PostScript Stream mode or when printing using a Windows driver.
7.2.5 XML Data Emulations
XML data emulations allow you to capture data emanating from web databases, E-mail fulfillment,
ecommerce, and general XML database engines. In XML emulation, the data elements in markup language
format are organized in a folder view with a root node and sub-level nodes. Depending on the document
configuration, a data page can be associated with a sublevel element contained in an XML data file much in
the way a data page can be associated with an individual record in a CSV emulation. When you set-up an XML
emulation, you define whether to separate the data by the root or the second level element.
Note that when XML data is merged with PlanetPress Design documents on a printer DOCTYPE and ENTITY
tags are ignored.
Also note that characters referenced using the ϧ syntax are limited to values ranging from 000
(�) to 256 (Ā).
7.2.6 Comma Separated Value (CSV) Emulation
CSV emulation tells the document to read the input data one line at a time and to treat each line as a
database record. It also specifies the field delimiter the document uses to distinguish the different fields of a
record. The document reads the data stream one line at a time and puts each field of the database record on
a separate line in the data page buffer.
In CSV emulation, the emulation adds lines to the data page buffer until the buffer is full. You can force a new
data page for each record when you set up the emulation.
Note that a double text delimiter within a field is not considered a normal character when not using the
Optimized PostScript Stream option or when printing using a Windows printer driver.
7.2.7 Database Emulation
This emulation differs from other emulations in regards to PlanetPress Suite applications. With other
emulations, data is pushed either to PlanetPress Design documents residing on printers or to PlanetPress
Watch/Server processes running on servers. But in the case of the database emulation, data must be pulled
from the data source.
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Selecting an Emulation - Emulation
Like with every other emulation, it is possible to send a PlanetPress Design document set up to use the
database emulation to a printer. But contrary to documents that use the other emulations, you cannot send a
raw data file to the document and expect the document and data to merge and print automatically. In this
case someone or something must query the database and extract the data that will populate the PlanetPress
Design document.
We can imagine two basic scenarios. In the first one, we can imagine someone in a print shop who needs to
use data from a database to print a bunch of personalized letters using PlanetPress Design. That person opens
a PlanetPress Design document and uses the Data Selector to select a database. By making a connection to
the database, its structure can be accessed and it becomes possible to determine how data is to be pulled into
PlanetPress Design. The process actually pulls data into PlanetPress Design and lets the print shop employee
visualize and print the data on the personalized letters.
The second scenario involves PlanetPress Watch/Server. In this case, a PlanetPress Watch/ServerPlanetPress
Database action task takes the place of the print shop employee and performs the database query
automatically. The task generates a PlanetPress Design compatible data file that it passes to the following
task, be it another action task, or any output task.
Bear the following in mind:
• The person or plugin performing the query must have full access to the database.
• The data is extracted at the time of the query. A new query must be performed whenever the data
needs to be updated.
• Any changes to the structure of the database may have an impact on automated data querying tasks.
• You must have the proper ODBC driver installed to use this emulation.
Database emulation supports SQL ANSI 92 or higher, and supports the following data types: string, integer,
floating point, all date formats, and text-only MEMO. It does not support any binary data types such as Binary
Large Object (BLOB), images, sound files, and MEMO data that includes binary data.
Database emulation requires version 2.5 or higher of Microsoft Data Access Components (MDAC), including
JET 4.0, and you can save database emulation configurations to a file.
7.2.8 User-Defined Emulation
In user-defined emulation, you use PlanetPress Talk commands to define how you want the document to treat
the input data. You use this emulation when the structure of your input data prevents you from using any of
the other emulations. You must ensure the emulation you create handles any variations in the data properly
and under all circumstances.
In user-defined emulation, the document reads the data stream one line at a time. After it reads a line, it
places all the characters in that line in a string variable. You use PlanetPress Talk commands to specify how
the document handles the contents of this variable.
Note that when a user-defined emulation is used, whenever you request a data page that is passed the last
data page, the last data page will be displayed.
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7.3 Data Selector
What is the Data Selector?
The Data Selector is the tool you use to choose your sample data file, to select the appropriate emulation,
make data selections, and to stabilize your data.
The major components of the Data Selector are the Data Options and Selector Options tabs, the Sample data
file box, the Configuration area, and the Data Pane.
A) Data Options and Selector Options tabs. B) Sample data file box. C) Configuration area. D) Data Pane.
You use the Data Options tab to configure an emulation, and the Selector Options tab to set options that
modify the content and appearance of the Data Pane. You use the Sample data file box to associate a sample
data file with the document, and you use the Configuration area to select an emulation and stabilize your
data. The Data Pane of the Data Selector displays each data page in the sample data file as it will appear in
the data page buffer at runtime. If you use a database emulation, the Data Pane displays the records in the
record set. Individual records may be displayed one per page or multiple records may be displayed on the
same page, one record per line. Each field appears in a separate column and the name of the field is typically
displayed at the top of the column.
If you use an XML emulation, the Data Pane displays the data in a tree structure. Elements can be delimited at
the root level node or at the second level node.
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Selecting an Emulation - Data Selector
PDF Emulation
If you use a PDF emulation, the Data Pane displays the data in a graphical fashion. A new zoom dropdown list
is displayed, as well as a different status bar, displaying the (Left, Top) and (Right, Bottom) coordinate pairs.
Metadata tab
The Metadata tab allows users to either generate the metadata file for their active sample data file, or to
associate an existing metadata file to their document.
Related topics:
• Data Page (Page 69)
• Hex Viewer (Page 69)
• Emulation (Page 70)
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7.4 Detailed Directions
This section contains the following procedures:
• Use the Data Selector (Page 75)
• Associate Sample Data File(s) with a Document (Page 0)
• Select and Set Up an Emulation (Page 77)
• Stabilize Your Data (Page 79)
• Set Up a Database Emulation (Page 80)
• Export or Import a Database Emulation Configuration (Page 82)
• Create a User-Defined Emulation (Page 82)
• Use the Hex Viewer (Page 83)
7.4.1 Use the Data Selector
To open the Data Selector:
• Choose Tools | Open Active Data.
To close the Data Selector:
• Press ESCAPE.
To navigate the pages of the sample data file:
• Click either of the spin buttons in the Data page box.
PlanetPress Design updates the contents of the Data Pane of the Data Selector.
To adjust the content and appearance of the Data Pane for all emulations except database and XML:
1. In the Data Selector, click the Selector Options tab.
2. Change the options that modify the appearance and behavior of the Data Pane.
View size: Use to adjust the size of each cell in the Data Pane, and the amount of visible data that is
visible.
Show used cells: Select this to display in green all cells that contain data. When you select this option,
and your document uses any emulation other than database, you use either the All pages or Pages to
analyze option to specify the number of data pages to which you want to apply the Show used cells
option.
All pages: Select to apply the Show used cells option to all pages in the sample data file. This option is
not available in database emulation.
Pages to analyze: Use this box to limit the number of data pages to which PlanetPress Design applies
the Show used cells option. Enter the number of pages to which you want PlanetPress Design to apply
the option, or use the spin buttons to adjust the value. This option is not available in database
emulation.
Show selected cells: Select this to display in gray all cells that your document currently references.
Highlight data: Select to have the Data Selector highlight only those cells (or fields) that contain data
from the sample data file.
Show position hint: Select to have PlanetPress Design display information about the current mouse
position in the Data Pane, under and to the right of the pointer as you move it in the Data Pane. If the
mouse is over a current data selection, or is dragging to create a data selection, PlanetPress Design
displays the line and column numbers that define the selection, or, in the case of a database emulation,
the positions within the record set of the first and last records in the selection. If the mouse is not over
a data selection, PlanetPress Design displays the line and column coordinates of the current mouse
position), or, in the case of a database emulation, the position of the record within the record set.
3. If necessary, adjust the font the Data Selector uses to display data in the Data Panel for all emulations
except XML and PDF.
4. Click OK.
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Selecting an Emulation - Detailed Directions
To select the color the Show used cells option will use:
• Click on the Select Color button .
To set the font the Data Selector uses for all emulations except XML and PDF:
1. In the Data Selector, click the Selector Options tab.
2. Click Select Font.
3. In the Font dialog box, set the font you want PlanetPress Design to use to display the sample data file
in the Data Pane.
Font: Select the font you want to use to display the sample data file in the Data Pane.
Font style: Select a weight for the font.
Size: Select the point size for the font.
Sample: Displays a preview of the font selected in the Font box.
Script: Select the system-level encoding table you want to use for the font selected in the Font box.
The encoding tables available here are those available on the system on which you are running
PlanetPress Design, and are distinct from those available when you create a style. While you can edit
the encoding table a style uses, you cannot edit the system-level encoding table. If you see
discrepancies between the glyphs that represent your sample data file in the Data Pane and those that
appear in the data selections on the document page, the source of the discrepancy may be the encoding
tables.
4. Click OK.
7.4.2 Associate a Sample Data File with a Document
This procedure describes how to associate a sample data file with your document using either the Data
Selector or the Data Pane of the Program window. Recall that you can set the font the Data Pane uses to
display the sample data. See Use the Data Selector (Page 75).
Recall that if your document uses a database emulation, you create a sample data file and associate it with
the document when you configure the database emulation. See Set Up a Database Emulation (Page 80).
To associate a sample data file with your document:
• Do any of the following to associate a sample data file with your document:
▪ In the Data Selector, click the Browse button to the right of the Sample data file box to browse
and select a sample data file.
▪ In the Data Selector, in the Sample data file box, enter the path of the new sample data file and
either press ENTER, or click outside the Sample data file box.
▪ In Windows, select the sample data file, and drag and drop it into any of the following areas of the
PlanetPress Design Program window: the Structure area, the Page area, the Data Pane, or, if the
Object Inspector is displaying an image resource, the Object Inspector.
PlanetPress Design makes a copy of the sample data file and stores it with the document. The
Sample data file box displays the path of the sample data file and the first data page of the
sample data file appears in the Data Pane.
If you dragged and dropped the file into the Program window, and the filename extension of that
file is not among those listed below, PlanetPress Design opens the Data Selector, and displays the
contents of the file using a line printer emulation. You can then select the emulation you want the
document to use with that data file.
File name extension: Emulation:
csv CSV
dat, txt Line printer
db, dbf, mdb Database
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You can set the User Options to have PlanetPress Design monitor the original sample data file and
prompt for confirmation to update its internal copy if it detects changes in the original. See Set
User Options (Behavior): Notification Messages.
7.4.3 Select and Set Up an Emulation
You need a sample data file to create a PlanetPress Design document and various emulations can be used to
read the data.
To select an emulation:
1. Choose Tools | Open Active Data.
The Data Selector is displayed.
2. If you have not already done so, associate a sample data file with the document. PlanetPress Design
selects the default emulation for the selected data file type and displays it in the Emulation box.
3. Adjust the data related options as necessary.
Read in binary mode: Select this option to force the printer to read the incoming data in binary mode.
Use this option with the ASCII emulation to fix problems related to line spacing caused by LFCR
character pairs found within the data. Use it with the ASCII emulation and with the Tab on carriage
return option to fix problems related to data formatting caused by isolated CR characters found within
the data. This option can only be used with the ASCII and User defined emulations. Note that you
cannot select this option if the document is to be installed on a printer that cannot run in binary mode.
Cut on FF character: Select this option if you want to force a page break whenever a Form Feed
character is found in the data, regardless of the number of lines in the current page. This option cannot
be selected when either Database or XML is selected in the Emulation box
Data encoding: Select the appropriate encoding for the sample data file. You may look at the data in
the Data pane (non-English characters especially, if any) to see how the your selection affects the data.
4. If required, change the emulation currently selected in the Emulation box.
5. If required, change the emulation options currently selected (if any) in the Emulation options group.
Line printer emulation options
This emulation allows no specific configuration option.
PDF emulation options
This emulation allows no specific configuration option.
ASCII emulation options
Tab on carriage return:Select this option to fix formatting problems caused by isolated CR characters
found within the data. When this option is selected, isolated CR characters are spaces, as defined in the
Number of spaces in the tab box below. Note that this option is available only when the Read in
binary mode option is selected.
Number of spaces in the tab: Enter the number of spaces you want the application to use when an
isolated carriage return character is found within the data. This number typically corresponds to the
maximum column number. If your data is formatted so as to occupy a maximum of 120 characters on
each line, enter a value of 120 in this box, so when an isolated CR character is found, the data following
the CR character will appear starting from column 121. Note that this option is available only when the
Tab on carriage return option is selected
Number of spaces per tab: Enter the number of spaces you want to use when actual TAB characters
are found within the data.
Remove HP PCL escapes: Select if you want all Hewlett Packard Printer Control Language escape
sequences to be removed from the data.
CSV emulation options
Text delimiter: Enter the character used to mark the beginning and end of each field within the data.
Text delimiters are required if the character entered in the Delimiter box is present within the data
itself. If the fields are separated using commas, and if the data itself contains commas, for example,
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then individual fields may be split into multiple ones. Using text delimiters ensures that actual commas
within the data will not be interpreted as delimiters. If backslashes (\) are used in the data as text
delimiters, enter double backslashes (\\) in this box. You can also specify ASCII characters using octal
values preceded by a single backslash (for example, \041 for an exclamation mark).
Force one record per page: Select to prevent splitting records across pages. If this option is not
selected, when a document is printed, it may happen that the last record at the bottom of a page may
be split between two pages.
Field delimiter: Enter the character used to separate each field within the data. If backslashes (\) are
used in the data as delimiters, enter double backslashes (\\) in this box. You can also specify ASCII
characters using octal values preceded by a single backslash (for example, \041 for an exclamation
mark).
Set tab as field delimiter: Select if tabs used to separate each field within the data. Selecting this
option overrides any value entered in the Field delimiter box.
Channel skip emulation options
Skip page: Enter the code used within the data to mark the beginning of each page (the number 1 in
standard channel skip emulation). Note that if the standard code is used within the data as the skip
page code, it is likely that the other codes are also standard, and that you only need to make minor
changes to the other codes, if any.
No line feed: Enter the code used within the data to indicate that the next line feed character should be
ignored. This causes the next line to print over the current line, and is a technique impact printers use
to print a line, or elements of a line, in bold or with underlining.
Skip [x] lines: Enter the code used within the data to indicate that the corresponding number of lines
must be skipped.
Char and Skip to line: Enter the code used within the data to mark a jump to a different line in the
Char box, and enter the corresponding line number in the Skip to line box.
Char and Go to column: Enter the code used within the data to mark a jump to a different column in
the Char box, and enter the corresponding column number in the Go to column box.
Database emulation options
This emulation allows no specific configuration option.
XML emulation options
Root element (entire file): Select this option to associate all the data within the XML file with a single
data page.
Second Element: Select this option to associate each second level element within the data file with
with a different data pages.
User defined
This emulation allows no standard configuration option. Click Use PlanetPress Talk to define your own
options using PlanetPress Talk.
6. Stabilize your data (see Stabilize Your Data (Page 79)).
7. Click OK to close the Data Selector.
Related topics:
• Sample Data File (Page 47)
• Data Page (Page 69)
• Data Selector (Page 73)
• Emulation (Page 70)
• Line Printer Emulation (Page 70)
• ASCII Emulation (Page 70)
• Channel Skip Emulation (Page 71)
• Comma Separated Value (CSV) Emulation (Page 71)
• Database Emulation (Page 71)
• XML Data Emulations (Page 71)
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• User-Defined Emulation (Page 72)
• Use the Data Selector (Page 75)
• Associate Sample Data File(s) with a Document (Page 0)
• Stabilize Your Data (Page 79)
• Set Up a Database Emulation (Page 80)
• Create a User-Defined Emulation (Page 82)
7.4.4 Stabilize Your Data
Stabilizing data is the process of defining the size of the data page and where the first data page occurs in the
data stream. A stable data page is critical to obtain accurate results, however, this procedure does not apply
to you if you are using either a database or an XML emulation or an XML emulation.
Before you can stabilize your data, you must select the emulation you intend to use for the document and
associate a sample data file with the document.
When you stabilize your data, you also need to consider the internal structure of each data page. The internal
structure of each data page must also be stable to make the data selections you use in your document
reliable. Ideally, a given piece of data occupies the same position across all data pages, or provides some
stable characteristic that makes it possible to locate it on every data page.
To format XML data in the PlanetPress Design environment:
1. Choose Tools | Open Active Data.
2. In the Emulation field, select XML.
3. In the XML Emulation option delimiters select:
Root Element (Entire File): Select this option to associate all data in the XML data file with a single
data page.
Second Element: Select this option to associate supplements in the XML data file with separate data
pages. This option is similar to forcing one record per data page where each record is a supplement in
the XML data file.
4. In the Sample data file field, click the folder icon to select an XML data file.
To stabilize your data:
1. Choose Tools | Open Active Data.
2. If the Configuration area of the Data Selector is hidden, click the Data Options tab in the Data Selector
to display it.
3. Verify the sample data file that appears in the Sample data file box is the one you want to use with the
document. If not, open the appropriate sample data file.
4. Verify the emulation selected in the Emulation box is the one you want to use with the document. If not,
select the appropriate emulation.
5. Define the offset for the first data page in the data stream as necessary. PlanetPress Design dynamically
adjusts the contents of the Data Pane of the Data Selector to reflect the changes you make.
Add/remove characters: Enter the number of characters to add to, or remove from, the head of the
data stream, or use the spin buttons to increment or decrement the value. Positive values add
characters while negative values remove characters. Further note that if you remove characters in a
CSV emulation, you should ensure that you do not inadvertently remove field or text delimiters.
Add/remove lines: Enter the number of lines to add to, or remove from, the head of the data stream,
or use the spin buttons to increment or decrement the value. Positive values add lines while negative
values remove lines.
6. Adjust the size of the data page, the number of data pages in the data page buffer, and whether or not
to start a new page if the document encounters a form feed character as necessary. PlanetPress Design
dynamically adjusts the contents of the Data Pane of the Data Selector to reflect the changes you make.
Lines per page: Enter the number of lines each data page contains, or use the spin buttons to
increment or decrement the value. Note that increasing the value for this setting increases the amount
of RAM used by the application and may exceed the system’s capacity. Since the Show used cells option
also uses up some RAM, consider removing this option (see Use the Data Selector (Page 75)) to reduce
system load.
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Pages in buffer: Enter the number of data pages you want the data page buffer to contain, or use the
spin buttons to increment or decrement the value.
Cut on FF character: Select to have the document start a new data page when it encounters a form
feed character in the data stream. If you select Cut on FF character, you have two conditions that signal
the end of a data page: the form feed character and the number of lines set in the Lines per page box.
7. Verify that the adjustments produce the results you want by stepping through the data pages in the
sample data file using the Data page box in the Data Selector.
8. Repeat step 6 through step 7 until you have a stable data page or you determine that you cannot
stabilize your data. If you cannot stabilize your data, define the difficulty you are having and determine
which of the following can most easily solve it:
▪ Use other PlanetPress Design features to solve the problem. Conditions and PlanetPress Talk
programs can sometimes solve the problem, particularly when it is the internal structure of the
data page that is not stable.
▪ If you think a different emulation might work, try stabilizing the data in that emulation.
▪ Write a user-defined emulation.
▪ Set up a PlanetPress Watch/Server process that uses a PlanetPress Design script or a PlanetPress
Watch/Server plug-in to handle the difficulty.
9. Click OK.
Related topics:
• Sample Data File (Page 47)
• Data Page (Page 69)
• Data Selector (Page 73)
• Emulation (Page 70)
• Line Printer Emulation (Page 70)
• ASCII Emulation (Page 70)
• Channel Skip Emulation (Page 71)
• Comma Separated Value (CSV) Emulation (Page 71)
• Database Emulation (Page 71)
• XML Data Emulations (Page 71)
• User-Defined Emulation (Page 72)
• Use the Data Selector (Page 75)
• Associate Sample Data File(s) with a Document (Page 0)
• Select and Set Up an Emulation (Page 77)
• Set Up a Database Emulation (Page 80)
• Create a User-Defined Emulation (Page 82)
7.4.5 Set Up a Database Emulation
When you set up a database emulation, you specify the database you want to use with the document, the
query that retrieves the input data from the database, the number of records you want to include in each
record set, and the condition that signals the end of a record set.
Database emulation is distinct in that PlanetPress Design creates the sample data file when you set up the
emulation. You specify the number of records you want to include in the sample data file and PlanetPress
Design uses the query you defined to query the database and retrieve the number of records you specified. It
then converts the records to ASCII and saves the converted records as the sample data file.
To set up a database emulation:
1. Choose Tools | Open Active Data.
2. In the Data Selector, locate the Emulation box and select Database.
3. Click the Database Emulation Configuration button.
4. Associate a database with the document.
Microsoft Access Database or dBase file
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Database: Enter the path of the Microsoft Access database or dBase file, or click the Browse button to
the right of the box to navigate to, the database file. Recall that a Microsoft Access database file bears
the extension .mdb, and a dBase file bears the extension .dbf. If the file is a dBase file, you must
specify the folder that contains the .dbf file. The folder in this case is considered to be the database,
and the individual .dbf file a table in the database. Once you enter the path, the Table/query name box
updates to reflect the tables and queries available in the selected database.
ODBC Data Source
ODBC Data Source: Click to connect to an ODBC Data Source. Use the Select Data Source dialog box
that appears to select an existing Data Source or set up a new one. When you exit the Select Data
Source dialog box, the Database box updates to display the connection string it uses to connect to the
database, and the Table/query name box updates to reflect the tables and queries available in the
selected database.
5. Click Edit SQL to create the SQL query by hand to define the SQL query that retrieves the data your
document requires.
6. Set the properties that define a record set.
Condition: Select the condition that signals the end of a record set. Three possibilities exist: create a
new record set for each record, create a new record set after every x records, or create a new record set
when the value of a specific field changes.
Sort on condition field: Select this if the condition you set is to create a new record set when the
value of a specific field changes, and you want to sort the records before applying that condition.
Maximum records per record set: Set either the number of records in each record set, or the
maximum number of records in a record set. An individual record set can contain a maximum of 4000
records.
7. Set the number of records you want to include in the sample data file. The number of records you set
should provide a reliable sample to ensure your document executes properly with any of the data it may
encounter at runtime.
All: Select to include all records in the database in the sample data file.
Records: Select to define the range of records you want to include in the sample data file. Use the box
that appears to the right of this option to specify the range.
8. Click OK.
To enter an SQL query:
1. In the Database Connection dialog box, click Edit SQL.
2. If necessary, click Show Tables to display, in the Tables area, a list of the tables available in the
database.
3. In the SQL Query Entry area, enter the SQL query. The following two sample queries both retrieve all
the fields in the Orders table. The second sorts the resulting records on the Date field.
SELECT * FROM [Orders]
SELECT * FROM [Orders] ORDER BY [Date]
4. Click Test SQL to verify the query you entered is a valid SQL query.
5. Define whether you want PlanetPress Design to automatically enclose table names and field names in
square brackets.
Alternate syntax (not recommended): Select to prevent PlanetPress Design from automatically
enclosing the names of any database tables and fields that appear in the SQL query in square brackets
when it exits the advanced SQL Statement dialog box.
6. Client side cursor: Select to download result sets to client computer running the SQL query.
7. Click OK to return to the Database Connection dialog box.
Related topics:
• Sample Data File (Page 47)
• Data Page (Page 69)
• Data Selector (Page 73)
• Emulation (Page 70)
• Line Printer Emulation (Page 70)
• ASCII Emulation (Page 70)
• Channel Skip Emulation (Page 71)
• Comma Separated Value (CSV) Emulation (Page 71)
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• Database Emulation (Page 71)
• XML Data Emulations (Page 71)
• User-Defined Emulation (Page 72)
• Use the Data Selector (Page 75)
• Associate Sample Data File(s) with a Document (Page 0)
• Select and Set Up an Emulation (Page 77)
• Stabilize Your Data (Page 79)
• Create a User-Defined Emulation (Page 82)
• Export or Import a Database Emulation Configuration (Page 82)
7.4.6 Export or Import a Database Emulation Configuration
You use the export and import procedures when you intend to use the same configuration in several
documents. You also export a database emulation configuration when you intend to execute the document in
PlanetPress Watch/Server, and want to simplify the process of configuring the database plug-in in PlanetPress
Watch/Server.
The exported configuration file is in XML format and bears the file name extension .cfg.
To export a database emulation configuration:
1. Open the document that uses the database emulation configuration you want to export.
2. Choose Tools | Open Active Data.
3. In the Data Selector, click the Database Emulation Configuration button to display the Database
Connection dialog box.
4. In the Database Connection dialog box, set the password option.
Include password on export: Select to include the password required to access the database, in the
exported database emulation configuration.
5. In the Database Connection dialog box, click Export.
6. In the Export Database Configuration dialog box, navigate to the folder in which you want to save the
configuration, enter a name for the exported file, and click Save.
PlanetPress Design exports the configuration and returns the focus to the Database Connection dialog. If
you selected Include password on export, the exported configuration file contains the password required
to access the database.
7. Click OK to exit the Database Connection dialog.
8. Click OK.
To import a database emulation configuration:
1. Open the document in which you want to import a database emulation configuration.
2. Choose Tools | Open Active Data.
3. In the Data Selector, click the Database Emulation Configuration button to display the Database
Connection dialog box.
4. In the Database Connection dialog box, click Import.
5. In the Open dialog box, navigate to the folder containing the configuration file you want to import,
select the configuration file, and click Open.
6. If necessary, adjust the database emulation configuration options in the Database Connection dialog.
7. Click OK.
8. Click OK.
7.4.7 Create a User-Defined Emulation
You use PlanetPress Talk to write the code that determines how the document treats each line and where it
places it in the data page buffer. When you write a user-defined emulation, you must define any offset of the
first data page in the data stream, the data page size, the number of data pages in the data page buffer, and
any conditions that signal the end of a data page.
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To set up a user-defined emulation:
1. If you have not done so already, associate a sample data file with the document.
2. Choose Tools | Open Active Data.
3. In the Data Selector, in the Emulation box, select User-defined.
4. In the Emulation options, click Use PlanetPress Talk Editor.
The Code area of the Editor contains the code for a line printer emulation. The Spy list in the Editor
contains spies for three system variables important in user-defined emulations:
Variable: Type: Contains:
&str string The current line of input data.
¤t.line integer The line number of the current line of data in the data page. This
system variable is read-write and can be modified using the set()
command.
¤t.lpp integer The number of lines per data page in the current data page.
5. Enter the emulation code in the Code area of the PlanetPress Talk Editor. You can use the line printer
emulation code as a starting point or delete it (highlight it and press DELETE or BACKSPACE) and start
from scratch.
You can use the Object Preview to preview the result of the code you enter. If the Object Preview is not
visible, in the PlanetPress Talk Editor choose View | Preview. The Object Preview for a user-defined
emulation differs from the standard Object Preview as follows:
▪ It contains a Data Pane to preview each of the data pages your emulation constructs from the
sample data file.
▪ It includes a Data page box to verify the accuracy of your emulation by moving through the data
pages of the sample data file.
▪ It does not contain a zoom tool.
▪ You refresh its contents by executing the code.
6. When you finish entering the code for the emulation, click OK to exit the Editor and return to the Data
Selector.
7. Click OK.
7.4.8 Use the Hex Viewer
The procedures describe how to:
• You can open the Hex Viewer either from within the Data Selector, or from the Tools menu in
PlanetPress Design.
• Open and save a sample data file, in the Hex Viewer, including saving it as a binary or hexadecimal text
file.
• Adjust the view on the sample data file, including changing the character set you use to represent the
input data.
• Navigate through the sample data file.
• Get a hard copy of the Hex Viewer presentation of the file.
• Determine the hexadecimal value of a byte of input data or vice-versa.
• Search for a hexadecimal value.
• Edit the sample data file, including how to insert, delete, and edit individual nibbles.
• Copy and paste a portion of the input data into a separate Hex Viewer file.
• Undo commands in the Hex Viewer.
Note that the Hex Viewer is a standalone tool you can also use outside of PlanetPress Design.
To open the Hex Viewer:
• Choose Tools | Hex Viewer.
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A. Status area
Selecting an Emulation - Detailed Directions
To open the Hex Viewer from within the Data Selector:
1. Choose Tools | Open Active Data.
2. In the Data Selector, click the Hex Viewer button. Note that this button is not available if you select a
database emulation.
To exit the Hex Viewer:
• In the Hex Viewer, choose File | Exit.
To open a sample data file in the Hex Viewer:
If you have a sample data file associated with the document, it should automatically appear in the Hex Viewer.
If you do not yet have a sample data file associated with the document, or you want to examine a different
sample data file, choose File | Open and navigate to the data file you want to examine and click Open.
To save the sample data file from the Hex Viewer:
• Choose File | Save.
To save the sample data file as a binary or hexadecimal text file:
1. Choose File | Save As and choose one of the following:
Bin file: Choose to save the sample data file as a binary file.
Hex file: Choose to save the sample data file as a text file, where each two-character text string is the
hexadecimal code for a byte of data.
2. Use the Save As dialog box that appears to save the file.
To adjust the view:
• Choose View and set the option:
Line size: Choose the number of bytes of input data you want to display on each line. You can choose
16, 32, or 64 bytes per line.
Column width: Choose the number of bytes of input data you want to represent in each column of the
hexadecimal display area. You can choose 1, 2, or 4 bytes per column.
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Caret style: Choose a style for the pointer. You can choose among an empty rectangle (Full block), a
left line (Left line), and an underscore (Bottom line). You can also choose Auto to switch from one style
to another. When you switch from one style to another, the Hex Viewer also switches between insert
and overwrite mode.
Offset display: Choose the representation for the byte offset numbers that appear on the left of the
Hex Viewer. You can choose among Hexadecimal, Decimal, Octal, or None if you want to hide the byte
offset numbers.
Translation: Choose the character set you want to use to represent the input data in the Hex Viewer.
You can choose among ANSI, ASCII 7 bit, DOS 8 bit, Mac, and IBM EBCDIC CP 38.
Grid: Choose to toggle the Hex Viewer grid on or off.
Show markers: Choose to show or hide all markers. Markers appear in a column between the
hexadecimal line number and the first hexadecimal value of the line. You create markers to make it easy
to jump to specific lines in the file.
Swap nibbles: Choose to swap the nibbles in the hexadecimal representation of each byte of input
data.
Mask whitespaces: Choose to turn the marking of carriage returns in the input data on or off. When it
is on, an empty rectangle appears around each carriage return in the input data.
To navigate through the input data:
• Scroll through the file using the scrollbar on the right.
To get a hard copy of the Hex Viewer presentation of the file:
1. Be certain that you want to print the complete sample data file as it appears in the Hex Viewer. If it is
quite large and you only want the first few pages, you may want to cancel the print job after those
pages print. Alternatively, you might copy and paste the portion of interest into a separate Hex Viewer
file and get a hard copy of that file.
2. Choose File | Print Layout and choose the representation you want to use for the values that represent
the input data.
Hex: Choose to print the values that represent the input data as hexadecimal values.
Decimal: Choose to print the values that represent the input data as decimal values.
Octal: Choose to print the values that represent the input data as octal values.
3. Choose File | Print Setup.
4. Choose File | Print.
To determine the hexadecimal value of a byte of input data or vice-versa:
• Click on a value.
If you clicked on a hexadecimal value, a rectangle appears around the corresponding byte of input data.
If you clicked on a byte of input data, a rectangle appears around the first nibble of the corresponding
hexadecimal value.
To search for a hexadecimal value or text string:
1. Position the pointer in the Hex Viewer at the point at which you want to start the search.
2. Choose Edit | Find.
3. In the Find Data dialog box, enter the hexadecimal value or text string. If you are searching for a text
string, you can specify the case sensitivity of the search.
▪ To enter a hexadecimal value, type the value. You can also precede the value with a dollar sign
($).
▪ To enter a text string, enter the letter t or T, followed by the text string. A lower case t specifies a
case-sensitive search. An upper case T specifies a case-insensitive search.
4. Click OK.
5. If necessary, choose Edit | Find Next to find the next occurrence of the search term.
To edit the sample data file:
• Type data directly in the Hex Viewer. Click in the input data to enter byte values and in the hexadecimal
values to enter nibble values. When you enter nibble values, each byte of data requires two keystrokes.
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To copy and paste a portion of the input data into a separate Hex Viewer file:
1. Select the portion of the input data you want to paste into a separate file.
2. Choose Edit | Copy.
3. Choose Edit | New to display an empty file in the Hex Viewer.
4. Choose Edit | Paste.
To undo commands:
1. Choose Edit | Undo.
2. Repeat step 1 as many times as necessary. The Hex Viewer supports multiple Undo commands.
Related topics:
• Sample Data File (Page 47)
• Data Page (Page 69)
• Hex Viewer (Page 69)
• Troubleshoot Execution Problems (Page 310)
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8 Setting Up Pages
Each page of the document can have its own distinct characteristics.
This chapter explains what is meant by a document page, describes the difference between a page that
executes and one that outputs, introduces the features that can help you lay out your pages, and provides
guidelines and procedures for working with pages.
In this section, you learn to:
• Add a Document Page (Page 92)
• Set Up a Page (Page 92)
• Associate Attachments with a Page (Page 95)
• View or Edit the Properties of a Page (Page 95)
• Scroll on a Document Page (Page 96)
• Navigate the Pages of a Document (Page 96)
• Edit the Order of Pages (Page 96)
• Duplicate a Page (Page 97)
• Delete a Page (Page 97)
• Create an Overlay Page (Page 98)
• Execute Pages N-Up (Page 98)
• Add or Remove Overlays (Page 99)
• Use Guides (Page 100)
• Use the Rulers (Page 101)
This section also answers the following questions:
• What is a page? (Page 88)
• In what order does a document execute pages? (Page 88)
• What is the difference between executing a page and including it in the output? (Page 88)
• When do I use the n-up object? (Page 88)
• What are some guidelines for working with pages? (Page 88)
• What features does PlanetPress Design provide that can help me lay out my pages? (Page 88)
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8.1 Key Concepts
To set up a page, you should understand the following key concepts:
• Page (Page 88)
• Execution Order of Pages (Page 89)
• Executing a Page vs. Including a Page in Output (Page 89)
• N-Up Object (Page 90)
• Cut Marks (Page 90)
• Guidelines for Working with Pages (Page 90)
• Layout Features (Page 91)
8.1.1 Page
What is a page?
There are three types of pages in PlanetPress Design: normal pages, overlay pages, and virtual pages.
Normal Page
A normal page is one that can print depending on the conditions you set for that page.
Overlay Page
An overlay page is one that you can place either underneath or over top of the contents of another page. A
simple example of an overlay that goes under a page is a company logo that appears as a background graphic
on all pages of the document.
An overlay page can print only if it is associated with a normal page, and only if the normal page with which it
is associated prints. You can have many overlay pages associated with a single page.
In PlanetPress Design, overlay pages are displayed in the Page area in mauve with a yellow border. Mauve
and yellow are both defaults, which you can modify in the User Options dialog box. In the Structure area, you
can distinguish overlay pages by the horizontal lines that appear inside the page symbol.
When you rename an overlay page associated with a normal page, you break the association between both
pages. To fix this, you must recreate the association.
Virtual Page
A virtual page is a page you want to execute n-up. N-up means n instances of the page print on a single sheet
of paper.
The only time a virtual page executes is when an n-up object executes it. If you have a virtual page in a
document, and a no n-up object that executes that virtual page, the virtual page does not execute.
In PlanetPress Design, virtual pages are displayed in the Page area in gray with a yellow border. Gray and
yellow are both defaults, which you can modify in the User Options dialog box. In the Structure area, you can
distinguish a virtual page by its symbol.
Related topics:
• Execution Order of Pages (Page 89)
• Executing a Page vs. Including a Page in Output (Page 89)
•
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Setting Up Pages - Key Concepts
• Guidelines for Working with Pages (Page 90)
• Layout Features (Page 91)
8.1.2 Execution Order of Pages
In what order does a document execute pages?
The order in which the normal pages appear in the Structure area determines the order in which the document
executes them.
You can change the execution order of the pages by changing the order in which they appear in the Structure
area.
Related topics:
• Page (Page 88)
• Executing a Page vs. Including a Page in Output (Page 89)
• N-Up Object (Page 88)
• Guidelines for Working with Pages (Page 90)
• Layout Features (Page 91)
8.1.3 Executing a Page vs. Including a Page in Output
What is the difference between executing a page and including it in the output?
A document may contain many pages. Some may be intended for the printer output of the document, some
only for the archive version of the document, others only for a fax version of a document. When the document
executes, it must determine two things:
1. Whether to execute the page.
2. For each page that it executes, whether to output the page.
In the Structure area, a red “X” appears in the page symbol of a page that executes but does not output. You
use the Page properties dialog box to control whether a page executes, how it executes, and whether it
outputs after it executes.
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8.1.4 N-Up Object
When do I use the n-up object?
You use the n-up object when you want to execute a page n-up. N-up refers to executing a page such that
two or more instances of it print on one side of a sheet of paper.The page you execute n-up must be of type
virtual. You cannot execute either normal or overlay pages n-up, however, you can execute a virtual page that
has one or more overlays associated with it. When PlanetPress Design scales the virtual page in the n-up
object, it simultaneously scales any overlays associated with that page.
In the n-up object you select the virtual page you want to execute n-up, the scale at which you want each
instance of the page to appear, the number of instances of the page you want to execute (the n in n-up), the
row and column layout you want to use for the instances of the page. If your document uses any emulation
other than user-defined, you can also choose to have the data page change with each repeat of the virtual
page.
N-Up Objects and Data Selections
Recall that in a document that uses any emulation other than user-defined, in an n-up object you can choose
to have the data page change with each repeat of the virtual page.It is of critical importance to understand
the implications of the data page change for any other objects in the document that use data selections.
A document that contains an n-up object that repeats its virtual page 10 times, and changes the data page on
each repeat. The document also contains a number of data selection objects that execute after the n-up
object. When the n-up object completes execution, it has advanced 10 data pages.
The document then proceeds to execute the data selection objects. Each data selection object executes with
the same data page as that used for the last repeat of the virtual page, in this case page 10. On the next
execution pass, the n-up object executes data pages 11 through 20, and the data selection objects all execute
with data page 20.
8.1.5 Cut Marks
Cut Marks are small horizontal and vertical lines that appear outside the physical boundaries of a page. They
are typically used in N-Up projects that print multiple pages on large paper. They indicate where to trim the
pages in post-processing. PlanetPress Design allows you to add cut marks to any type of page.
8.1.6 Guidelines for Working with Pages
What are some guidelines for working with pages?
Determining the pages you need in your document and working out the logic of how they work is not always
an easy task.The following are some basic rules of thumb to help you get started:
• The ideal document is one that is small in size, executes quickly, and is straightforward to maintain.
• Always aim for the simplest solution.
• Use overlays to separate static and dynamic elements.
• Give all pages meaningful names.
• As you create the document, continually create backups to ensure you can roll back to an earlier version
if necessary. A simple way to do this is to always use the Save As option when you save the document,
and append a number to the name of the file in which you save the document. At each save, increment
the number appended to the file name by 1.
• Test the document continually throughout the creation process to ensure the pages are working as you
intend.
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