Xerox FreeFlow Process Manager 9.0 Administrator Guide

9.0 701P50824
FreeFlow Process Manager® Operator and Administrator Guide
FreeFlow 9.0 Process Manager Operator/Administrator Guide
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Table of Contents

1 About this guide........................................................................................1-1
Audience..................................................................................................................................1-1
How to recognize important information..................................................................1-1
Conventions..............................................................................................................1-1
Indicators...................................................................................................................1-2
Related information............................................................................................................1-2
FreeFlow Process Manager documentation.................................................1-3
Windows related information............................................................................1-3
Using FreeFlow Process Manager Online Help.........................................................1-3
Obtaining additional support..........................................................................................1-3
2 About FreeFlow Process Manager .....................................................2-1
FreeFlow Process Manager applications.....................................................................2-1
The Workflow Builder application....................................................................2-2
The Workflow Submission Client application..............................................2-2
The Workflow Job Manager application.......................................................2-3
Post-installation setup........................................................................................................2-3
Logging in to the FreeFlow Process Manager applications.................................2-7
Authorization error message..............................................................................2-7
Group membership and authorization..........................................................2-7
Managing production printers........................................................................................2-8
Xerox FreeFlow Common Printer Administrators group..........................2-9
Registering and adding a production printer..............................................2-9
3 Workflow Builder........................................................................................3-1
About Workflow Builder.....................................................................................................3-1
Workflow process icons......................................................................................................3-2
Building workflows...............................................................................................................3-7
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Configuring process settings........................................................................................3-10
Rules for building workflows...............................................................................3-8
Building a new workflow......................................................................................3-8
Creating fail branches...........................................................................................3-9
Exporting workflows..............................................................................................3-9
Importing workflows ............................................................................................3-9
Ensuring imported workflow compatibility..................................3-10
About Input............................................................................................................3-10
Configuring Image Enhancement settings...............................................3-11
Configuring Convert Settings..........................................................................3-11
Manual Conversion tab........................................................................3-12
Microsoft® Office conversion setup...............................................3-13
Restrictions on PDF conversion.........................................................3-14
Working with PDF files..........................................................................3-14
About Join...............................................................................................................3-15
Limitations for Join................................................................................3-15
Configuring Optimize Settings.......................................................................3-16
To configure the General Optimize settings ...............................3-16
About PDF Boxes settings...................................................................3-17
About PDF Boxes ......................................................................3-18
About Color settings..............................................................................3-19
Importing a legacy workflow with a Color Manage node
.......................................................................................................................3-20
About Spot Colors settings ................................................................3-21
To configure Image Quality settings .............................................3-21
Ensuring Color Manage workflow consistency between the
server and a remote client ...........................................................3-22
Configuring Preflight settings.........................................................................3-22
To generate the preflight profile repository on a clean
install ....................................................................................................3-23
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To configure Preflight settings .........................................................3-23
Upgrading legacy workflows that contain Job Level Edit nodes
.....................................................................................................................................3-24
About Watermarks..............................................................................................3-24
About Bates numbers ........................................................................................3-24
Adding page numbers ......................................................................................3-24
Insert, Duplicate, and Delete pages.............................................................3-25
Inserting pages........................................................................................3-25
Duplicating pages..................................................................................3-27
Deleting pages.........................................................................................3-28
Adding a Barcode................................................................................................3-28
To configure Barcode settings ..........................................................3-29
To configure the barcode readable text .......................................3-31
To configure barcode data ................................................................3-32
Configuring Imposition settings....................................................................3-32
To configure Imposition settings - General tab .........................3-33
Guidelines for Cell Clustering ............................................................3-34
About Job types .....................................................................................3-36
To configure Imposition settings - Crop Marks tab..................3-37
PDF Page Box Considerations ...........................................................3-39
Maximum N-Up considerations .......................................................3-40
Automatic stock type considerations ............................................3-41
Configuring Preps settings ..............................................................................3-42
Limitations for Imposition and Preps ............................................3-43
About Review.........................................................................................................3-43
Configuring Notify settings.............................................................................3-44
Setting up a watermark in an email attachment ..................................3-46
Configuring Print settings.................................................................................3-46
To configure Print settings..................................................................3-47
Fault handling for Print ........................................................................3-47
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Creating conditional branches.....................................................................................3-52
Configuring Save settings ................................................................................3-47
Saving a job ticket with the PDF file for reprinting...................3-48
Configuring JDF Export settings....................................................................3-49
About JDF Export options...................................................................3-49
Fault handling for JDF Export............................................................3-50
JDF and Color Manage.........................................................................3-50
Limitations when creating JDF Tickets in Adobe Acrobat
Professional......................................................................................................3-51
To specify the number of pages.......................................................3-51
To specify the pages in the range....................................................3-52
Guidelines for successful conditional branching.....................................3-53
Adding and configuring branch conditions.................................3-54
Conditional branch conditions..........................................................3-56
Condition Definitions............................................................................3-57
Linking conditional branches ............................................................3-58
About external process settings.....................................................................3-59
About the Copy Count Divisor......................................................................................3-59
About the Copy Count Divisor and Review nodes................................................3-60
To enable the Copy Count Divisor..............................................................................3-60
Setting up repository credentials................................................................................3-60
Advanced administration...............................................................................................3-61
Checking the status of a process ..................................................................3-61
Setting the number of concurrent processes and the copy count
divisor.................................................................................................................3-61
About hot folders...............................................................................................................3-62
Hot folders and Join............................................................................................3-62
Hot folders and Zip files.......................................................................3-62
Hot folders and JDF...............................................................................3-63
Hot folders and error checking..........................................................3-64
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Hot folders: supported files ...............................................................3-64
Hot folders and read-only files..........................................................3-64
Hot folders on mapped or shared drives and resources..........3-64
Limitations when setting up directories as input/output
hot folders for more than one feature.....................................3-64
To manage hot folders.......................................................................................3-64
Managing hot folders.........................................................................................3-65
Setting up or modifying a hot folder...........................................................3-65
Deleting a hot folder .........................................................................................3-66
Pausing and resuming hot folder monitoring...........................................3-67
Configuring the hot folder system settings...............................................3-67
Submitting a job to a hot folder....................................................................3-68
Submitting an RDO to a hot folder...............................................................3-68
Submitting a job ticket file (*.xpf) to a hot folder for
reprinting..........................................................................................................3-69
To submit an .xpf job ticket to a hot folder for
reprinting.............................................................................................3-70
Error conditions.......................................................................................3-71
Imposition handling with .xpf tickets.............................................3-71
Submitting .xml workflow files to a hot folder.........................................3-71
To submit .xml workflow files to a hot folder..............................3-72
Error conditions for dynamic workflows........................................3-72
Submitting .vpc files to a hot folder ............................................................3-72
VPC file limitations.................................................................................3-73
Using third party external processes.........................................................................3-73
Setting up external processes.........................................................................3-74
Managing external processes.........................................................................3-74
Guidelines for using third party external processes...............................3-75
Setting up third party input and output hot folders................3-76
Setting up folder-based profiles.......................................................3-76
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Setting up CLI profiles..........................................................................3-77
Adding or editing a CLI profile..........................................................3-78
Setting up the SMTP Server.............................................................................3-78
Setting up the proxy server .............................................................................3-79
Automatic Job and Job History Deletion.................................................................3-79
Archive Job History Records Setup................................................................3-79
Optimizing system performance with hot folder and job deletion
options...............................................................................................................3-79
4 Workflow Submission Client..................................................................4-1
About Workflow Submission Client...............................................................................4-1
Workflow Submission Client main window................................................................4-2
Job submission......................................................................................................................4-2
Submitting a job.....................................................................................................4-3
Limitations for Save File List...............................................................................4-3
Submitting Zip files................................................................................................4-3
Submitting VI Containers (.vpc) ......................................................................4-4
Submitting a file with saved job ticket information for
reprinting.............................................................................................................4-4
About RDOs............................................................................................................................4-5
Submitting RDOs....................................................................................................4-5
To submit an RDO and produce an RDO (RDO reprint).............4-5
RDO limitations.......................................................................................................4-6
Remote Workflow Submission Client...........................................................................4-6
5 Workflow Job Manager...........................................................................5-1
About Workflow Job............................................................................................................5-1
Logging into Workflow Job Manager...........................................................................5-2
The Workflow Job Manager main window................................................................5-2
The Status area.......................................................................................................5-3
The Jobs area ..........................................................................................................5-4
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The Jobs area columns ........................................................................................5-4
Managing Jobs......................................................................................................................5-4
About the status of a job.....................................................................................5-5
About purging report data..................................................................................5-6
About documents in Adobe Acrobat..............................................................5-6
Viewing preflight results......................................................................................5-7
Viewing print results..............................................................................................5-8
Modifying workflow settings..............................................................................5-9
Pause a job.............................................................................................................5-10
Approve a job at a Review step......................................................................5-11
Fail a job..................................................................................................................5-12
Modifying the copy count................................................................................5-13
Printing a hardcopy proof.................................................................................5-14
Adding a recipient to a Notify step with no recipient address
specified............................................................................................................5-16
Creating reports.................................................................................................................5-17
Viewing Web Services Job Instructions....................................................................5-19
Remote Workflow Job Manager Client.....................................................................5-20
Managing jobs from third party management information system
(MIS)................................................................................................................................5-21
Assigning and configuring a workflow for an incoming third
party job............................................................................................................5-21
Selecting files for an incoming third party job.........................................5-22
Viewing the JDF file for an incoming third party job............................5-22
Viewing the job instructions for an incoming third party job............5-23
6 MAX Submission Client...........................................................................6-1
MAX Submission Client......................................................................................................6-2
MAX Submission Client Interface..................................................................................6-3
Configure Hot Folders and Custom Field Labels........................................6-3
Shop Order.................................................................................................................6-4
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Add Order Item.......................................................................................................6-5
Address Book............................................................................................................6-5
Order Items Files and Folders..........................................................................................6-6
7 Setting up Preps.........................................................................................7-1
Starting Preps Automation Server.................................................................................7-1
To configure the Preps default workflow....................................................................7-2
Creating and saving Preps Job files..............................................................................7-3
Selecting a device type for Preps versions prior to 5.3.3......................................7-3
Missing hardware key error..............................................................................................7-3
Using Preps with Adobe Acrobat...................................................................................7-4
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FreeFlow Process Manager® Operator and Administrator Guide FreeFlow 9.0 Process Manager Operator/Administrator Guide
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About this guide

This guide provides information and procedures for using the FreeFlow Process Manager application.
This chapter explains the information found in this guide and how the information is organized, including:
Identifying the audience and the basic skills required to use this guide effectively
Explaining the standard conventions and cues that highlight important information
Listing related documentation you might find helpful
Listing available online FreeFlow Process Manager Help systems
Providing information on obtaining additional information
NOTE
If you are using Process Manager for the first time, it is recommended that you read About FreeFlow Process Manager , in this guide.

Audience

This guide is intended for administrators and operators.

How to recognize important information

The following sections provide the conventions and indicators that are used in this guide.

Conventions

This guide uses the conventions listed in the table below to help you recognize information.
FreeFlow Process Manager® Operator and Administrator Guide
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About this guide
DescriptionConvention
<Angle brackets>
Bold
Italics
Variable information is enclosed in angle brackets (for example, select <filename>).
Names of options you select, including toolbar buttons and buttons in dialog boxes, are enclosed in square brackets (for example, select Close).
Menu commands are also displayed in square brackets, with the menu name appearing first, then a colon, followed by the option name (for example, select File > Close).
Text you should enter exactly as it appears is displayed in bold (for example, enter test1.rdo).
Within procedures, the names of keys to press are displayed in capital letters and enclosed in angle brackets (for example, press ESCAPE).
Keyboard combinations are represented by the plus sign (+) between names of keys (for example, press CONTROL+C to copy).
Titles of documents and manuals that provide additional information on the current topic are displayed in italics (for example, theProduction Printing
Setup Guide).

Indicators

This guide uses the following indicatorsto help you recognize important information:
DescriptionIndicator
NOTE
CAUTION
WARNING
A NOTE indicate important or supplemental information for a task or procedure.
A CAUTION indicate that you may loose data or damage equipment if care is not taken when performing the task or procedure following the caution.
A WARNING indicates that you may cause personal injury or death if care is not taken when performing the task or procedure following the warning.

Related information

This section lists additional materials you may need, or find helpful, when using your FreeFlow Process Manager system.
To order the Xerox documentation listed below, contact your Xerox Representative.
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About this guide

FreeFlow Process Manager documentation

For more information on FreeFlow Process Manager, refer to the following publications:
Xerox FreeFlow System Administrator
Xerox FreeFlow Security Document

Windows related information

Microsoft provides user and administrators with several different resources to support the operating system environment.
Windows Online Help - Windows includes extensive online Help for all aspects of the operating system.
Windows Microsoft Web site - Microsoft has a World Wide Web site that contains the latest operating system news and information about upgrades. The URL for this site is:
http://www.microsoft.com/

Using FreeFlow Process Manager Online Help

This section provides a brief overview of the type of Help available online from the FreeFlow Process Manager software.
You can access the Process Manager Online Help system by selecting Help in the Help menu. You can also access Help by selecting the Help button, when available, in dialog boxes.

Obtaining additional support

For additional information about the following topics, contact your Xerox Representative.
X-PRESS FAX
FreeFlow FAQ Xerox web site
Xerox Welcome Center
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About this guide
1-4
FreeFlow Process Manager® Operator and Administrator Guide FreeFlow 9.0 Process Manager Operator/Administrator Guide
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About FreeFlow Process Manager

This section provides information about Xerox FreeFlow Process Manager applications, hardware and software components, preparatory steps for workflow building and job management, user and group access, the log in process, adding and removing printers, and backup and restore functions.
Related Topics:

FreeFlow Process Manager applications

Logging in to the FreeFlow Process Manager applications
Managing production printers
FreeFlow Process Manager applications
FreeFlow Process Manager consists of five applications that allow you to proicess jobs using automated workflows:
Workflow Builder - allows you to create and manage worklfows
Workflow Submission Client - allows you to submit jobs to workflows
Workflow Job Manager - allows you to manage submitted jobs
MAX (Manifest Automation from Xerox) - automates job submission by
processing order jacket files from upstream systems
MAX Submission Client - allows you to submit order jacket files for MAX processing
Related Topics:
The Workflow Builder application
The Workflow Submission Client application
The Workflow Job Manager application
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About FreeFlow Process Manager

The Workflow Builder application

Use Workflow Builder to:
Create workflows
- Use graphical tools to assemble customized workflows from workflow
process steps.
- Configure the settings for workflow process steps.
- Enable workflows to receive jobs.
- Disable workflows to modify them or to prevent job submission.
- Import and export workflows and their associated hot folders.
Set up and manage hot folders.
Add external PDF processes to support third party software.
Set up Notify attributes on the SMTP server; set up the Proxy server.
Set up repository credentials.
Configure the remote conversion workstation
Related Topics:
FreeFlow Process Manager applications

The Workflow Submission Client application

The Workflow Job Manager application
The Workflow Submission Client application
Use Workflow Submission Client to:
Select files for submission from Windows or from a document repository.
Select an optional job ticket for submission with the files.
Submit the files to one of the automated workflows.
Modify the workflow process settings.
View the job ticket and resolve job ticket conflicts.
Launch Workflow Builder
Submit files remotely from a workstation or server with Remote Workflow
Submission Client installed.
Save and load a file list.
Related Topics:
FreeFlow Process Manager applications
The Workflow Builder application
The Workflow Job Manager application
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About FreeFlow Process Manager

The Workflow Job Manager application

Use Workflow Job Manager to:
View job details and status.
Review and edit jobs in Adobe Acrobat.
Edit process settings.
Resubmit jobs.
Approve, fail, pause, or delete jobs.
Generate, view, and export reports.
Perform selected tasks remotely from a workstation or server with Remote
Workflow Job Manager Client installed.
Related Topics:
FreeFlow Process Manager applications
The Workflow Builder application
The Workflow Submission Client application

Post-installation setup

The table below provides a post-installation checklist you must complete after your FreeFlow Process Manager system has been installed.
NOTE
This checklist assumes that a Xerox Representative has installed of all hardware and software necessary to run the FreeFlow Process Manager system.
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About FreeFlow Process Manager
OverviewProcedure
Configure document repository connections
Create user accounts; add or edit user contact information; change XDL Admin account password
Use the FreeFlow Administration Tool to configure the connection between FreeFlow Process Manager and the supported document repositories.
For detailed procedures on configuring repository connections, refer to the FreeFlow Administration Tool online Help system.
Creating User Accounts
Process Manager user accounts are created and managed using the Windows Local Users and Groups functionality in the Computer Management application. Users that are created and added to the appropriate Process Manager group accounts using Windows appear in the FreeFlow Administration Tool list of users.
Storing User contact information
The FreeFlow Administration Tool is used to view user accounts that have been created in Windows, and to add or edit user contact information.
Changing the XDL Admin account password
The FreeFlow Administration Tool allows you to change the password for the XDL Admin account. This password is set during the installation of the software.
For detailed procedures on creating user accounts, refer to the Windows online help. For detailed procedures on adding or editing user contact information or changing the XDL Admin account password, refer to the FreeFlow Administration Tool online Help system.
Manage production printers for workflows
Production printers must be added to FreeFlow Process Manager before you attempt to drag a Print process into a workflow during the workflow building process.
A common printer interface enables all FreeFlow applications to maintain a single database of configured printers and to have a common job setup GUI interface across FreeFlow applications. The common printer interface includes the following utilities:
Registerd Printer List Locator
Allows you to set whether the registered printer list in use by a FreeFlow applicaton is located on a local computer or on a remote computer.
Printer Registration
Allows you to register and manage supported production printers and queues for use by FreeFlow software applications. To configure the Print process step in a workflow, production printers must first be added via the FreeFlow Printer Registration application.
Printer Status/Job Status Tool
Allows you to status jobs, queues, and printers.
For additional information, refer to the online Help for the Registered Printer List Locator, Printer Registration, or the Printer Status/Job Status Tool.
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About FreeFlow Process Manager
OverviewProcedure
Configure the SMTP server
Set up workflows
Generate the preflight profile repository on a clean install.
Create or modify preflight profiles.
The Simple Mail Transport Protocol (SMTP) Server is used for e-mail notification. The SMTP Setup dialog, accessed via the Workflow Builder application, allows you to identify the mail server for outgoing mail or notifications, define authentication parameters, and establish the maximum size for e-mail attachments.
For details, refer to the following procedure in the online help: Setting up the SMTP Server.
Four default workflows are provided with the software: Simple, Main, Reprint, and Bill of Materials. Modify these workflows or create your own, based on the needs of your organization.
For details, refer to the following procedure in the online help: Configuring process settings; or Building a new workflow.
Preflight profiles do not exist on a clean install. You will need to generate the profile repository.
For details, refer to the following procedure in the online help: Configuring preflight settings.
You may want to modify the preflight profiles that are provided with FreeFlow Process Manager.
For details, refer to the following procedure in the online help: Creating preflight profiles.
Set the default job option in Adobe Acrobat
Upgrade legacy workflows that contain the Job Level Edit process.
For the Convert process, you can select from various job options, or create custom job options, to generate optimal PDFs in Process Manager. The default job option that is displayed in Process Manager is selected in Adobe Acrobat Distiller. You can ensure that Process Manager displays the desired Adobe Acrobat Distiller default job option by selecting a profile from the Default Settings drop box in Acrobat Distiller.
For details, refer to the following procedure in the online help: Configuring Convert settings.
In previous versions, 6.0 and below, of FreeFlow Process Manager, all job level edit functions (for example, watermarks, page numbering, page rotation) were available via a single Job Level Edit dialog. Legacy workflows that contain Job Level Edit processes will perform as they did in earlier versions, but you will not be able to edit them. To use previous versions (6.0 and below) job level edit functions, save the existing Job Level Edit workflow, and it will be converted into a series of individual, Watermark, Bates Numbering, Page Numbering, Flip and Rotate nodes, as appropriate.
For details, refer to the following procedure in the online help: Upgrading legacy workflows that contain the Job Level Edit process.
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About FreeFlow Process Manager
OverviewProcedure
Ensure Color Manage workflow consistency between the server and a remote client.
Importing legacy (version
5.0 and below) workflows with a Color Manage node.
Import ICC profiles ICC profile rights
Set up hot folders
Workflows that include color management can become inconsistent between the Process Manager server and the remote client when profiles are uninstalled on the server.
Color profiles are now managed in the Optimize node Color tab. If you import a legacy workflow with a Color Manage node into
FreeFlow Process Manager, the legacy Color Manage icon is converted to an Optimize icon and the settings transfer automatically to the Optimize settings Color tab.
For information, refer to the Ensuring Color Manager workfllow consistency between the server and a remote client procedure.
Import any required ICC profiles. You must own the rights to use the ICC profiles accessed by FreeFlow
Process Manager. For details, refer to the following procedure in the online help: To
import an ICC profile.
You can open a common browse folder dialog and select or create a folder in the system via the Hot Folders dialog in Workflow Builder.
You can:
Pause/resume all hot folders or individual hot folders.
Enable file clustering on a per hot folder basis.
Enable Hot Folder scheduling.
Set up external processes
Set up Preps
For details, refer to the following procedure in the online help: Setting up a hot folder.
You may want to add external processes to support third party software, or to set up third party scripts.
For details, refer to the following procedure in the online help: Using third party external processes.
To use Preps, you will need to install it, configure the default Preps workflow, and create and save Preps job files.
For details, refer to the following procedure in the online help: Setting up Preps.
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About FreeFlow Process Manager

Logging in to the FreeFlow Process Manager applications

Process Manager user accounts are created and managed using the Windows Local Users and Groups functionality in the Computer Management application. During install, Xerox FreeFlow Process Manager Administrators and Xerox FreeFlowProcess Manager Operators groups are created. Your administrator then populates these groups with users. Permissions to launch applications are based on group membership. For more information, see Group membership and
authorization.
Related Topics:

Authorization error message

Group membership and authorization

Authorization error message
The Windows operating system caches a users group membership information. If you add yourself to an authorization group (e.g., Xerox FreeFlow Process Manager Administrators) and then try to launch an application, you will receive an error message indicating you do not have permission to launch FreeFlow Process Manager applications.To rectify this issue, log off and then log back on.
Related Topics:
Logging in to the FreeFlow Process Manager applications
Group membership and authorization
Group membership and authorization
The following table shows authorization based on membership in FreeFlow Process Manager Administrators or FreeFlow Process Manager Operators groups.
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About FreeFlow Process Manager
OperatorAdministrator
Can launch Workflow Job Manager, Workflow Submission Client, Manifest Automation from Xerox (MAX) and MAX Submission Client
Can launch FreeFlow Adminstrator Tool and perform all adminstrative tasks
Can launch Workflow Job Manager, Workflow Submission Client, Manifest Automation from Xerox (MAX) and MAX Submission Client
Cannot launch Workflow BuilderCan launch Workflow Builder
Can launch FreeFlow Adminstrator Tool and edit repository connnection information
NOTE
Printer Registration also supports user authentication through the operating system and application-level authorization through membership in operating system groups.
Related Topics:
Logging in to the FreeFlow Process Manager applications
Authorization error message

Managing production printers

A common printer interface enables all FreeFlow applications to maintain a single database of configured printers and to have a common job setup GUI interface across FreeFlow applications. The common printer interface includes the following utilities:
Registered Printer List Locator: Allows you to set whether the registered printer list in use by a FreeFlow application is located on a local computer or a remote computer.
Printer Registration: Allows you to register and manage supported production printers and queues for use by FreeFlow software applications. To configure the Print process step in a workflow, production printers must first be added via the FreeFlow Printer Registration application.
Printer Status/Job Status Tool: Allows you to status jobs, queues, and printers.
NOTE
When building a workflow containing the Print node, you must register the printer associated with the Print node.
Related Topics:
Xerox FreeFlow Common Printer Administrators group
Registering and adding a production printer
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FreeFlow Process Manager® Operator and Administrator Guide FreeFlow 9.0 Process Manager Operator/Administrator Guide
About FreeFlow Process Manager

Xerox FreeFlow Common Printer Administrators group

In order to make changes to registered printers with the Printer Registration tool, a user must be a member of the Xerox FreeFlow Common Printer Administrators group.
Related Topics:
Managing production printers

Registering and adding a production printer

Registering and adding a production printer
1. Select Start > Programs > Xerox FreeFlow Software > Printer Registration, or in Workflow Job Manager, select Launch > Printer Registration. The
Installed Products dialog displays.
2. Ensure the radio button for Process Manager is marked.
3. Select OK.
4. In the Printer Registration dialog, select the desired task: Add, View/Edit, or Delete.
5. For additional information about registering and managing printers, select Help in the Printer Registration dialog to open the online Help.
For additional information about Production Printing, refer to the online Help for the Registered Printer List Locator, Printer Registration, or the Printer Status/Job Status Tool.
Related Topics:
Managing production printers
Xerox FreeFlow Common Printer Administrators group
FreeFlow Process Manager® Operator and Administrator Guide
FreeFlow 9.0 Process Manager Operator/Administrator Guide
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About FreeFlow Process Manager
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FreeFlow Process Manager® Operator and Administrator Guide FreeFlow 9.0 Process Manager Operator/Administrator Guide
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Workflow Builder

With Xerox FreeFlow Workflow Builder you can create workflows by dragging and dropping processes into a sequence. You can also choose system configuration options. Optionally, you can configure and add third party software workflow components to a workflow to enhance the flexibility and capabilities of the Process Manager system.
Related Topics:
Using third party external processes

About Workflow Builder

A workflow is a sequence of uniquely configured steps that define how a document is processed. Use Workflow Builder to:
Create workflows
Use graphical tools to assemble customized workflows from workflow
-
process steps.
- Configure the settings for workflow process steps.
- Enable workflows to receive jobs.
- Disable workflows to modify them or to prevent job submission.
Import and export workflows.
Take processes offline and change concurrency counts.
Create preflight profiles by launching Adobe Acrobat.
Set up and manage hot folders.
Add external PDF processes to support third party software.
Set up third-party scripts.
Set up Notify attributes on the SMTP server; set up the Proxy server.
Set up repository credentials.
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Workflow Builder

Workflow process icons

The Workflow Builder Insert menu allows you to insert processes into a displayed workflow.
To insert a process, select a process in a workflow, and select Insert > item. The new process is inserted to the right of the selected process.
Workflow processes are also available as icons in the Workflow Process Options area. The icons can be dragged and dropped into the workspace to assemble a workflow.
DescriptionProcess Icon
Input
Image Enhancement
Convert
Optimize
Displays automatically as the first workflow node when you select Enter during new workflow creation.
Automatic Image Enhancement (AIE) optimizes sharpness, color balance, saturation, exposure, noise reduction and contrast of TIFF, JPEG, and BMP images, whether standalone or embedded in a PDF. AIE also supports redeye removal for humans and shadow detail enhancement. The AIE feature works only for color and grayscale images.
Converts documents submitted to the workflow to PDF. Converts the following formats: MS Word, MS PowerPoint, MS Excel (includes Microsoft Office 2007), MS Publisher, Adobe Photoshop, JPG, JPEG, TIFF, TIFF-IT, TIF, BMP, PS, RDO, Quark Xpress (QXD and QXP), VPC, and EPS.
Allows you to flatten PDFs by converting them to Postscript and back to PDF again. Uses Acrobat Preflight Fixups to automatically correct job problems.
You can select an Adobe Acrobat Distiller job option to generate optimal PDFs.
Combines multiple PDF files into a single PDF file.Join
The Optimize process allows you to automatically correct common problems with PDF files. You can embed missing fonts, define PDF boxes and flatten document transparencies and overprints. The transparency and overprint flattening render the document objects to ensure that optimized documents RIP with the expected appearance.The Optimize process node can also perform ICC-based color conversion and spot color suffix normalization.You can also create a PDF/X-1a compliant PDF.
Preflight
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Uses an Adobe Acrobat preflight profile to validate and check formatting, verify the image, fonts, and verify references to OPI image server images. Fixups in Acrobat Preflight profiles can be used to automatically correct many PDF problems including PDF box manipulation, resizing to PDF contents and dealing with non-printing content and PDF Layers.
FreeFlow Process Manager® Operator and Administrator Guide FreeFlow 9.0 Process Manager Operator/Administrator Guide
Workflow Builder
DescriptionProcess Icon
Watermarks
Bates Numbering
Allows you to add a text or image watermark to selected pages of an input PDF file. You can specify a combination of images or text, in various alignments, that can appear either underneath or on top of the page content. Selected pages may be specified as all pages, odd or even pages, landscape or portrait pages, specific document pages, or as a page range (for example, pages 1-5, 8).
Process Manager also supports negative page numbers in the page ranges. A negative number indicates that it is counted from the end of the document instead of from the beginning. For example, "1 - -1" means the range is from the first page to the last page. "3 - -2" means that the range is from the third page to the second to last page. "-3 - -2" means that the range is from the third to last page to the second to last page. Ensure that you do not enter an invalid page range. For example, "3 - 2" and "-2 - -3" are invalid because the page range is inverted.
Allows you to add bate stamps to selected pages of an input PDF file. Bate stamps consist of a page number with optional leading zeros and an optional fixed text prefix. An optional extra line of fixed text can appear either above or below the page number. Selected pages may be specified as all pages, odd or even pages, landscape or portrait pages, specific document pages, or as a page range (for example, pages 1-5, 8).
Process Manager also supports negative page numbers in the page ranges. A negative number indicates that it is counted from the end of the document instead of from the beginning. For example, "1 - -1" means the range is from the first page to the last page. "3 - -2" means that the range is from the third page to the second to last page. "-3 - -2" means that the range is from the third to last page to the second to last page. Ensure that you do not enter an invalid page range. For example, "3 - 2" and "-2 - -3" are invalid because the page range is inverted.
Page Numbering
Allows you to add page numbers to selected pages of an input PDF file. Selected pages may be specified as all pages, odd or even pages, landscape or portrait pages, specific document pages, or as a page range (for example, pages 1-5, 8).
Process Manager also supports negative page numbers in the page ranges. A negative number indicates that it is counted from the end of the document instead of from the beginning. For example, "1 - -1" means the range is from the first page to the last page. "3 - -2" means that the range is from the third page to the second to last page. "-3 - -2" means that the range is from the third to last page to the second to last page. Ensure that you do not enter an invalid page range. For example, "3 - 2" and "-2 - -3" are invalid because the page range is inverted.
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Workflow Builder
DescriptionProcess Icon
Barcodes
Rotate Pages
Allows you to add a barcode to your workflow. You can specify the barcode type or symbology, symbology-specific options, width, height, padding, inclusion of human-readable text, placement, alignment, rotation, frequency, size and other options. Selected pages may be specified as all pages, odd or even pages, landscape or portrait pages, specific document pages, or as a page range (for example, pages 1-5, 8).
Process Manager also supports negative page numbers in the page ranges. A negative number indicates that it is counted from the end of the document instead of from the beginning. For example, "1 - -1" means the range is from the first page to the last page. "3 - -2" means that the range is from the third page to the second to last page. "-3 - -2" means that the range is from the third to last page to the second to last page. Ensure that you do not enter an invalid page range. For example, "3 - 2" and "-2 - -3" are invalid because the page range is inverted.
Allows you to rotate selected pages in the PDF file 90 degrees right or left, or 180 degrees. Selected pages may be specified as all pages, odd or even pages, landscape or portrait pages, specific document pages, or as a page range (for example, pages 1-5, 8).
Process Manager also supports negative page numbers in the page ranges. A negative number indicates that it is counted from the end of the document instead of from the beginning. For example, "1 - -1" means the range is from the first page to the last page. "3 - -2" means that the range is from the third page to the second to last page. "-3 - -2" means that the range is from the third to last page to the second to last page. Ensure that you do not enter an invalid page range. For example, "3 - 2" and "-2 - -3" are invalid because the page range is inverted.
Flip Pages
Allows you to flip selected pages in the PDF file horizontally or vertically to create a mirror image. Selected pages may be specified as all pages, odd or even pages, landscape or portrait pages, specific document pages, or as a page range (for example, pages 1-5, 8).
Process Manager also supports negative page numbers in the page ranges. A negative number indicates that it is counted from the end of the document instead of from the beginning. For example, "1 - -1" means the range is from the first page to the last page. "3 - -2" means that the range is from the third page to the second to last page. "-3 - -2" means that the range is from the third to last page to the second to last page. Ensure that you do not enter an invalid page range. For example, "3 - 2" and "-2 - -3" are invalid because the page range is inverted.
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