Configure actions

You configure output process actions in the Process Designer Action Configuration pane. The panel is divided into the following sections:

  • Action Parameters — These parameters are specific to the action that you are configuring. The procedures in this topic contain more information on action parameters.
  • If Action Encounters Error — This parameter is common to all actions. The Workflow error setting specifies how the process responds to a workflow error. Select Stop to stop the process and send an error to the destination. Select Skip to skip the action and continue processing the next action.
  • Action Executes For The Following — This parameter is common to all actions. The parameter determines if the action is executed or not according to:
    • Printer families — Use the check boxes to determine if the selected action is executed for all printer families or only for certain printer families. This allows you to set up processes that include actions that only apply to some destinations.
    • Document data types — Use the check boxes to determine if the selected action is executed for all data types or only for certain data types. This allows you to set up processes that include actions that only apply to some documents.
    • Job Level — This parameter specifies how the action is applied to multi-document packages. Select Document to perform the action on all documents in the package. Select Package to perform the action on only the first or last documents of the package.

    Job level is only applicable to certain actions. It is useful for example to apply banners and trailers to only the first and last document of a multi-document package, or to execute an append or prepend action only if it is the first or last document of a package (or alternately every document in the package). The following actions include this parameter:

    • All Prepend actions except Prepend OM Ticket
    • All Append actions
    • EPS Adv W/Banners
    • Transform W/Banners

Parameter editor notes:

  • Resource selection — When the parameter being configured is the specification of a resource, you can use a document property (which is expected to hold a resource name) to specify the resource. Select the existing text in the cell, right-click, and select the document property from the context menu.
  • String entries — When the parameter being configured is a string (which defaults to “Enter String”), you can use a document property (which is expected to hold the desired string) or a function to derive the desired string. Select the existing text in the cell, right-click, and select the desired document property or function from the context menu. See Using Output Manager functions for more information on functions.

The steps necessary to configure actions vary depending on the action type. Perform the steps in the appropriate section to configure output process actions.

Append or prepend banner

Use the append banner action to add a banner resource to the end of a document. Use the prepend banner action to add a banner resource before the document.
  1. Drag the Append banner or Prepend banner action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:

Append or prepend binary

Use the append binary action to add a binary resource to the end of a document. Use the prepend binary action to add a binary resource before the document.
  1. Drag the Append binary or Prepend binary action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameter:
    • Binary — Select an existing binary resource or click the browse button (...) to create or manage binary resources. You can also use a document property as described in the parameter editor note on resource selection.

    See the Configuring a binary resource topic for instructions on creating a binary resource from the Binary Resource dialog box.

Append or prepend bytes

Use the append bytes action to add bytes to the end of a document. Use the prepend bytes action to add bytes before the document.
  1. Drag the Append bytes or Prepend bytes action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Bytes browse button (...).
  3. In the Hex entry dialog box, enter the necessary value in hexadecimal format.

Append or prepend string

Use the append string action to add a string to the end of a document. Use the prepend string action to add a string before the document.
  1. Drag the Append string or Prepend string action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Append string or String — Enter the string that you want to add to the end of the document or the string that you want to add before the document. You can also use a document property or function as described in the parameter editor notes on resource selection and string entries.
    • Code page out — Select the output code page.

Append or prepend text

Use the append text action to add a text resource to the end of a document. Use the prepend text action to add a text resource before the document.
  1. Drag the Append text or Prepend text action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:

Code Page – Code page translate

Use the code page translate action to change the encoding of a document from one code page to another code page.
  1. Drag the Code page translate action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Code page in — Select the code page that represents how the input document is encoded.
    • Code page out — Select the code page that represents how the output document is encoded.

DCO – Record Mode Conversion

Use the Record Mode Conversion action to change the record format of a document.
  1. Drag the Record Mode Conversion action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Record Mode Conversion action parameter browse button (…).
  3. In the Transform Record Mode (Advanced) dialog box, configure the transform parameters as described in Transform Record Mode (Advanced) dialog box.

Hex Table

Use the Hex Table action to allow single or multiple byte substitutions.
  1. Drag the HexTable action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the HexTable action parameter browse button (...).
  3. In the Hex Table dialog box, select the bytes in the grid to be substituted and enter the substitute bytes in the Hex Value column.

Package Management - Merge Package

Use the Package Management - Merge Package action to direct how an output process merges a package of documents.
  1. Drag the Merge Package action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Configure action parameter browse button (...).
  3. In the Merge Package dialog box, configure merge settings:
    1. Next to Transform, click Configure. In the Configure Transform dialog box, specify the merged document output type and specify how to transform available input document types.
    2. If necessary, select Package boundaries and click Configure to open the Package Boundary Fields dialog box to specify which document properties define where to split packages.

      In the grid, expand the sections to select the document properties to be used as package boundaries.

      Boundary fields are only applicable when a merged document exceeds the maximum number of exceptions (currently set at 1000). Merged documents that exceed the exception count are split into separate documents. Boundary fields are used to control where the merged documents are split. Each split is on a boundary that maximizes the number of pages without exceeding the exception threshold. If you do not specify boundary fields, the split is arbitrary and occurs where the maximum number of pages can be fit.
    3. If package boundaries are enabled, select the On demand boundary field resolver rule if necessary.
      The On demand boundary field resolver rule is an advanced option. The control is a combo box that is populated with Ad Hoc Business Rules that have been configured in Output Manager. The selected ad hoc rule is configured to populate the chosen boundary fields that would otherwise not be populated with meaningful data. The resolver rule is used at the time the merge operation is at a split (when the exception threshold is reached) and provides useful data in the boundary fields so the split can be calculated.
    4. In the Merged Document Properties group, select which document whose properties are inherited by the merged document.
      Selecting custom properties is not yet available.
    5. If necessary, select Exception fields and click Configure to open the Exception Fields dialog box to specify document properties that are exceptions.
      In the Exception Fields dialog box, expand the sections to select the document properties that are exception fields. Exceptions are another means of directing package splits based on an accumulation of specified property values encountered.
    6. Select the Add blank pages between the documents being merged as needed for duplexing check box to assure front page alignment for duplex printing.
      This causes documents to start on an odd page number.
    7. If necessary, select Write a manifest file.

Post Processing Actions – Call Method

Use the Call Method action to select a method from a .dll file to be called after the document has been transferred to its destination. This is limited to calling only public methods or instantiating public objects from the .dll file which have only basic parameter types.
  1. Drag the Call Method action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Call method action parameter browse button (...).
  3. In the Configure Method Call dialog box, configure method call settings:
    1. Click Choose assembly.
    2. Navigate to the .dll file that contains the public method (or object to instantiate that has the method).
    3. In the Type list, select the object type on which to make the call.
    4. In the Constructor list, select the constructor method you want to use to instantiate the object.
      The constructor must have either no parameters or only parameters of basic types (string, boolean, and numeric – Int16, Int32, or Int64).
    5. If the selected constructor has parameters to be defined, specify them in the Constructor Parameters grid.
      You can also right-click to select document properties or functions in the parameter values.
    6. In the Method list, select the method to be called.
      The method must have either no parameters or only parameters of basic types (string, boolean, and numeric – Int16, Int32, or Int64).
    7. If the selected method has parameters to be defined, specify them in the Method Parameters grid.
      You can also right-click to select document properties or functions in the parameter values.

Post Processing Actions - Run command

Use the Run Command action to configure a script to run after the document has been transferred to its destination.
  1. Drag the Run command action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Command action parameter browse button (...). to open the Run Command dialog box.
  3. In the Run Command dialog box, enter the command line text.
    To insert document properties in the command line, right-click in the text box and click Properties. Some example document properties are date/time, document name, and data type.

Post Processing Actions - Email

Use the email action to send an email after the document has been transferred to its destination.
  1. Drag the Email action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Email action parameter browse button (...), and configure the email options
  3. In the Send Email dialog box, configure email settings:
    1. In the Profile list, click the appropriate email profile.

      You can also click the Browse button to display the Outbound Email Profile dialog box. This dialog box lists all of the defined email profiles. From this dialog box you can create, import, and export profiles, as well as manage existing profiles. To create a new email profile, click New and configure the email profile from the Outbound Email Profile dialog box.

    2. Select the Priority level of the email message.
      You can select an importance level of normal, low, or high.
    3. Enter the email addresses you want to be sent notifications in the To, CC, and Bcc boxes.

      You can enter multiple email addresses separated by a comma or semicolon.

    4. In the Reply to box, enter an email address where replies are routed.

      You can enter multiple email addresses separated by a comma or semicolon.

    5. Enter the email Subject text.
    6. Under Digest, determine if you want to send the notification messages for multiple events concatenated into one email. To enable the digest feature, in the Send Digest list, choose from the following options:
      • Every interval — Sends the digest according to the time interval specified. You receive a message every interval, even if no alerts were received during the interval.
      • At time interval — Sends the digest according to the time interval specified. The time interval will start when the first notification message is received. You are notified when at least one notification has been received.
      • Every hour — Sends the digest every hour. You receive a message every interval, even if no alerts were received during the interval.
      • Every half hour — Sends the digest every half hour. You receive a message every interval, even if no alerts were received during the interval.
      If necessary, specify the Interval in minutes. In the Max Alerts box, you can specify the maximum number of alerts to be included in the digest.
    7. Enter the body text.
      To insert document properties in the body text, right-click in the text box, select Insert Document Property, and choose the appropriate properties. The values of the properties will display in the email message.
    8. Click Validate to validate the body text.
    9. Click OK.

Print Preferences

Use Print Preference actions to modify the document properties or other attributes of the document.

Apply print preferences

Use the Apply print preference action to modify the document properties or other attributes of the document to align with what the target printer needs for the specific document type.

  1. Drag the Apply print preferences action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Use Existing Ticket — Select Yes or No to specify if you want to use the existing job ticket.
    • Allow Unresolved Print Preferences — Select Yes or No.

      Unresolved print preferences are ones which have been configured for the document, but the target printer family does not support the preference or the configured value is not supported. For example, the document property Output Bin is configured for Tray 5, and the target printer family does not support Tray 5. Output Bin is an unresolved print preference.

      If you set this option to No, and one or more unresolved print preference exists with the target printer family, the document does not print.

    • Convert PDF to PCL — Select Auto, Yes, or No.
    • Convert PDF to PS — Select Auto, Yes, or No.

      The following rules apply to the Convert PDF options:

      • No conversion happens if the data type is not PDF when this action is executed.
      • These options are only enabled if the system is properly licensed and applicable conversion software is installed and available.
      • The Auto option only converts if the printer and printer family do not support PDF.
      • If both Convert PDF to PCL and Convert PDF to PS are set to Yes or Auto, and the criteria is met for both to convert, the resulting data type is PCL.

Set Document Properties

Use the Set Document Properties action to modify select properties of the document before it is sent to the printer.
  1. Drag the Set Document Properties action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Document properties browse button (...).

    In the Document Properties dialog box, the grid lists the property values that you can configure. The values are grouped in the following categories:

    • Basic options
    • Media selection
    • Document
    • Image adjustments
    • Finishing
    • Other properties

  3. Expand the category of the property you want to configure. The first node level in the category determines the print preferences for the properties it contains. In the Mode column, select how the property should be applied when a document is sent to a destination. You can choose from the following options:
    OptionDescription
    Always Apply Always applies the specified property value. Output Manager adds commands to the print stream to enforce the print preference. If the document already contains commands for that print preference, Output Manager modifies the commands to work with the printer family where the document is sent.
    Apply Conditionally Applies the property value conditionally. Output Manager only adds or modifies commands for the print preference when the printer family for the document destination is different from the printer family the document was originally designed for.
    Informational Only Output Manager makes no changes to the print stream when the document is sent to the destination. The value is for informational purposes only.
  4. In the Value column, specify the document property value. You can use functions to insert and extract data as necessary.

Search/Replace Actions

Use the search/replace action to allow bytes and strings to be searched and then replaced. The replacement item can be a set of bytes, a string, a text resource, a binary resource, or a banner.

Search/Replace binary

Use the S/R binary action to search for and replace binary resources.
  1. Drag the S/R binary action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:

Search/Replace bytes

Use the S/R bytes action to search for and replace bytes.
  1. Drag the S/R bytes action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Search — Click the browse button (...) and specify the hex value to search for.
    • Replace — Click the browse button (...) and specify the hex value to use as the replacement.

Search/Replace bytes to banner

Use the S/R bytes to banner action to search for bytes and replace with a banner.
  1. Drag the S/R bytes to banner action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Search — Click the browse button (...) and specify the hex value to search for.
    • Replace Banner — Select an existing banner resource to use for replacement or click the browse button (...) to create or manage banner resources. You can also use a document property as described in the parameter editor note on resource selection.
    • Replace code page in — Select an input code page to replace the current input code page.
    • Replace code page out — Select an output code page to replace the current output code page.

Search/Replace bytes to binary

Use the S/R bytes to binary action to search for bytes and replace with a binary resource.
  1. Drag the S/R bytes to file action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Search — Click the browse button (...) and specify the hex value to search for.
    • Replace binary — Select an existing binary resource to use for replacement or click the browse button (...) to create or manage binary resources. You can also use a document property as described in the parameter editor note on resource selection.

Search/Replace bytes to string

Use the S/R bytes to string action to search for bytes and replace with a string.
  1. Drag the S/R bytes to string action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Search — Click the browse button (...) and specify the hex value to search for.
    • Replace String — Enter the replacement string. You can also use a document property or function as described in the parameter editor notes on resource selection and string entries.
    • Replace code page out — Select an output code page to replace the current output code page.

Search/Replace bytes to text

Use the S/R bytes to text action to search for bytes and replace with a text resource.
  1. Drag the S/R bytes to text action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Search — Click the browse button (...) and specify the hex value to search for.
    • Replace Text — Select an existing text resource to use for replacement or click the browse button (...) to create or manage text resources. You can also use a document property or function as described in the parameter editor notes on resource selection and string entries.
    • Replace code page in — Select an input code page to replace the current input code page.
    • Replace code page out — Select an output code page to replace the current output code page.

Search/Replace string to banner

Use the S/R string to banner action to search for a string of data and replace it with a banner resource.
  1. Drag the S/R string to banner action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Search string — Enter the string that you want to search for. You can also use a document property or function as described in the parameter editor notes on resource selection and string entries.
    • Search code page out — Select the output code page to use in the search.
    • Replace Banner — Select an existing banner resource to use for replacement or click the browse button (...) to create or manage banner resources. You can also use a document property as described in the parameter editor note on resource selection.
    • Replace code page in — Select an input code page to replace the current input code page.
    • Replace code page out — Select an output code page to replace the current output code page.

Search/Replace string to binary

Use the S/R string to binary action to search for a string of data and replace it with a binary resource.
  1. Drag the S/R string to binary action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Search string — Enter the string that you want to search for. You can also use a document property or function as described in the parameter editor notes on resource selection and string entries.
    • Search code page out — Select the output code page to use in the search.
    • Replace binary — Select an existing binary resource to use for replacement or click the browse button (...) to create or manage binary resources. You can also use a document property as described in the parameter editor note on resource selection.

Search/Replace string to text

Use the S/R string to text action to search for a string and replace it with a text resource.
  1. Drag the S/R string to text action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Search string — Enter the string that you want to search for. You can also use a document property or function as described in the parameter editor notes on resource selection and string entries.
    • Search code page out — Select the output code page to use in the search.
    • Replace text — Select an existing text resource to use for replacement or click the browse button (...) to create or manage text resources. You can also use a document property as described in the parameter editor note on resource selection.
    • Replace code page in — Select an input code page to replace the current input code page.
    • Replace code page out — Select an output code page to replace the current output code page.

Search/Replace strings

Use the S/R strings action to search for and replace strings of data.
  1. Drag the S/R strings action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:

Transform Actions

Use the transform actions to modify document data before the document is transferred to the destination. For example, the EPS, EPS Advanced, and EPS Adv W/Banners actions are used for converting LCDS documents for use with a Xerox EPS controller. The Advanced Document Modification action allows for the repurposing of the documents.

Adept Transform

Use the Adept Transform action to convert  Xrx or Afp type documents to PCL5, PDF, or PS type.
  1. Drag the Adept Transform action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Transform action parameter browse button (...).
  3. In the Transform Adept dialog box, perform the following steps:
    1. Set the Xrx and/or Afp check boxes to specify what types of document will be converted.
    2. In the to list, select the target document type.
    3. In the Ini list, select an existing Ini resource to use for initializing the transform or click the browse button (…) to create or manage the Ini resources. You can also use a document property as described in the parameter editor note on resource selection.
    4. Use the Ini description drop-down list box to add a description for the transform action.
    5. In the Ini default list, select an existing Ini resource to use as a default initialization if there is not an available Ini resource that matches the evaluated document property or function specified previously.
      Otherwise, click the browse button (...) to create or manage the Ini resources.
    6. Fill in the EXE path or click the browse button (...) to browse for the executable (.exe) file that performs the transform.

Advanced Document Modification

Use the Advanced Document Modification (ADM) action to run the ADM process.

ADM is a process where each page of the document is read, portions of the document can be changed, or values extracted, and then the page is written. Documents can be reordered, split, transformed to a different data type, bar codes added, OMR marks added, and logos changed using ADM.
  1. Drag the Advanced Document Modification action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Advanced Document Modification browse button (...).
  3. In the Server list on the Configuration tab of the Modify Document dialog box, click the licensed transform server that you want to use.
  4. In the Transform package list, you can select an existing transform package or create one for ADM.
  5. In the Additional Parameters box, specify additional parameters needed for the transform software.
  6. Use the Override input filter profile assigned to document check box to determine whether to override the input filter profile assigned to the document or to use the filter profile configured in the transform package. Select the check box to use the filter profile in the transform package.
  7. In the Unit library list, you can select an existing unit library or create one. Complete the following steps to create a unit library:
    1. Enter the unit library Name, Description, and any Comments.
    2. In the Document Properties Needed list, select the document properties needed by the unit library.
      These properties are written to a file called filename.properties when Output Manager calls the document modification software. This file can be opened and read in by the unit library.
    3. In the Filters Needed list, select the filters needed for the unit library.
      These filters are written to a temporary location which will be sent to the document modification software.
    4. Under Unit, specify the unit library.
      Enter the unit library code within the <script> </script> tags in the appropriate event handler sections.
      Review the default comments of a new unit library for descriptions of the parameters sent from Output Manager to the unit library and information about how to tell Output Manager about the documents modified or created by the unit library.
    5. If necessary, click Reload Variables from Unit to populate the Output variables grid with any output variables defined in the unit library.
    Unit libraries are JavaScript modules that CpMill calls at certain known times while processing a document (for example, begin document, page start, and page end). The modules can modify the contents of the document, extract information from the document, write the document, or parts of it, to a new location, or perform many other operations. For more information on configuring unit libraries, contact Support .
  8. For Output format, select the target output format for the document.

EPS

Use the EPS action to convert LCDS documents for use with an Xerox EPS controller.
  1. Drag the EPS action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the Queue name by entering the queue name on the EPS device.
    You can also use a document property or function as described in the parameter editor notes on resource selection and string entries.

EPS Adv W/ Banners

Use the EPS Adv W/ Banners action to convert LCDS documents for use with a Xerox EPS controller and to add banners or trailers to the output.
To configure this action, refer to the EPS advanced action below. All configuration parameters for this action are identical to the EPS Advanced settings with the exception of the following additional parameters:
  1. Banner — Select an existing banner resource to use for the banner to appear before the document or click on the browse button (...) to create or manage banner resources. You can also use a document property as described in the parameter editor note on resource selection.
  2. Trailer — Select an existing banner resource to use for the trailer to appear after the document or click on the browse button (...) to create or manage banner resources. You can also use a document property as described in the parameter editor note on resource selection.

EPS Advanced

Use the EPS Advanced action to convert LCDS documents for use with a Xerox EPS controller.
  1. Drag the EPS Advanced action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Job name — Enter the name of the job going to the EPS device. You can also use a document property or function as described in the parameter editor notes on resource selection and string entries.
    • Host name — Enter the host name sending the job to the EPS device. You can also use a document property or function as described in the parameter editor notes on resource selection and string entries.
    • User name — Enter the name of the user submitting the job. You can also use a document property or function as described in the parameter editor notes on resource selection and string entries.
    • Queue name — Enter the queue name on the EPS device. You can also use a document property or function as described in the parameter editor notes on resource selection and string entries.
    • Code page in — Select the code page that represents how the input document is encoded.
    • FCB — Select the FCB resource that controls the vertical format of printed output or click on the browse button (…) to create or manage FCB resources. You can also use a document property as described in the parameter editor note on resource selection.
    • FCB Override — Enable or disable overriding FCBs.

      Selecting Yes causes FCBs in the beginning of the data to be ignored, functioning as if there were no FCBs in the data.

    • Send FCB — Enable or disable sending FCBs to the printer.
    • Delimiter — Select None, ASCII, or EBCDIC to be added to each record.
    • Length — Specify the record length.
    • Pad Record — Enable or disable pad record.
    • Pad Skip to channel one — Enable or disable pad skip to channel 1.

      Selecting Yes pads blank skip to channel 1 records with a space. Selecting Consecutive pads any blank skip to channel 1 record following a blank skip to channel 1 record. The first skip to channel 1 remains blank or unpadded.

    • Truncate Trailing Blanks — Enable or disable the truncating of trailing blanks.

Make Copies of Document

Use the Make Copies of Document action to direct the output process to write the data stream multiple times while sending to the destination.

Only the data contents are written multiple times, not the header nor any other information.
  1. Drag the Make Copies of Document action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the Copy count with one of the following settings:
    • Leave the default [Copies_Copies] value to let the copy count document property control the copy count.
    • Enter a numeric value to override the document property.

Page Range Via Transform

Use the Page Range Via Transform action to print a specific page range. This action may require third-party transform package software and a license.
  1. Drag the Page Range Via Transform action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Configure ellipse button (…).
  3. In the Page Range Via Transform dialog box, enter additional global, input, or output commands to be used in transform package command string.

Transform

Use the Transform action to transform the format of a printer-ready document to a new format or to another data type.
  1. Drag the Transform action to the line that connects Start and End in the Process pane.
  2. Click the Transform browse button (...) to open the Configure Transform dialog box.
  3. In the Server list, click the licensed transform server that you want to use.
  4. In the Transform package list, you can select an existing transform package or create one.
  5. Use the Override input filter profile assigned to document check box option to determine whether to override the input filter profile assigned to the document or to use the filter profile configured in the transform package. Select the check box to use the filter profile in the transform package.
  6. In the Output format list, click the format of the output file.
  7. Configure the conversion of each input format in the Input formats grid.
    • For all unlicensed input formats and any input formats you do not want to use, leave the Configuration column with the default setting of Do Not Transform.
    • For licensed input formats, you can select Use Default Options or select a predefined configuration in the Configuration column. To configure a custom input format, click the browse button (...) in the Modify/New column. If Use Default Options or Do Not Transform is selected in the Configuration column, a new configuration is created. If a predefined configuration is selected, that configuration is modified. The custom transform options are configured on the Input Options tab, Output Options tab, and Page Layout tab.

Transform Office Files

Use the Transform Office Files action to convert Microsoft Office files to PDF documents.
  1. Drag the Transform Office Files action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the following action parameters:
    • Office file formats — Click the ellipsis button (…) to select which office formats to convert with this action. By default, all formats are selected.
    • Use Microsoft API if available — By default, Output Manager uses a collection of third-party components to perform the conversions. In earlier versions of the Word component, certain complex .rtf files were not accurately converted to PDF. An alternate method of converting Microsoft Word files was added using the Microsoft API (if Microsoft Word 2013 is installed on the server). The causes of the inaccuracies have been corrected in later versions of those third-party components.

Transform W/ Banners

Use the Transform W/Banners action to transform the format of a printer-ready document to a new format or to another data type and also use banners and trailers.

    To configure the Transform W/ Banners action, refer to the Transform action configuration above. All action configuration parameters for this action are identical to the Transform parameters with the following added parameters:

  1. Drag the Transform W/Banners action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, configure the Transform action parameter as described in Transform above.
  3. For the Banner parameter, select an existing banner resource to use for the banner to appear before the document or click on the browse button (...) to create or manage banner resources. You can also use a document property as described in the parameter editor note on resource selection.
  4. For the Trailer parameter, select an existing banner resource to use for the trailer to appear after the document or click on the browse button (...) to create or manage banner resources. You can also use a document property as described in the parameter editor note on resource selection.
  5. For the Orientation parameter, select Portrait or Landscape.
  6. For the Text Profile parameter, select an existing text resource to use while creating the banner and trailer text files or click on the browse button (…) to create or manage text resources. You can also use a document property as described in the parameter editor note on resource selection.
    This text profile needs to be specifically tailored to one of two different media sizes (Letter or A4). To create the text profile complete the following steps:
    1. Click on the browse button (...) to open the Manage Resources dialog box.
    2. In the grid, select the Default – TXT profile and click Edit.
    3. Right-click in the Filter Profile edit area, click Select All, then copy the selection.
    4. Close the Configure Filter Profile dialog box.
    5. In the Manage Resources dialog box, click New.
    6. Right-click in the Filter Profile edit area and click Paste.
    7. In the Datatype list, select TXT.
    8. Enter an appropriate Name (for example Letter size Banner, or A4 size Banner) and Description for the profile.
    9. Under Filter Profile, modify the text as follows:
      • Paste the following text inside the <fontlist></fontlist> tags:

        For letter size:

        
        <font family="courier new" serifstyle="serif" spacing="monospaced">
             <face weight="medium" width="normal" style="upright" devname="courier" fontfile="cour" fontfiletype="truetype" size="8" id="1" pitch="17500" />
        </font>
                                      

        For A4 size:

        Replace 17500 with 18000 in the preceding text.

      • Find any <pagedefinition></pagedefinition> tags and replace all with the following single one:

        For Letter size:

        
        <pagedefinition name="Letter"><papersize format="Letter" orientation="portrait" /> 
             <margins left="1 cm" right="1 cm" top="1 cm" bottom="1 cm" />
             <linesperinch value="7" /><linesperpage value="0" />
        </pagedefinition> 
                                          

        For A4 size:

        Replace all instances of “Letter” with “A4

      • At the bottom, remove the comment marks (<!--  and -->) from the line that contains (path="c:\WINDOWS\Fonts") as shown below:
        
        <resourcelist>
             ...
        <files path="c:\WINDOWS\Fonts" type="TrueType" extension="ttf"/> <!-- <files path="c:\WINNT\Fonts" type="TrueType" extension="ttf"/> --> <!-- <files path="c:\fonts" type="TrueType" extension="ttf"/> -->
        </resourcelist>                                  
                                          
      You can use Ctrl+F functionality within the editor to find content.

User Information Stamping

Use the User Information Stamping action to to add user information and a date to documents.
  1. Drag the User Information Stamping action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the User Information Stamping action parameter browse button (...).
  3. In the Server list, click the licensed transform server that you want to use.
  4. In the Transform package list, you can select an existing transform package or create one.
  5. In the Additional Parameters field, specify additional parameters needed for the transform.
  6. In the Text to stamp field, do one of the following:
    • Type the text to appear on the document.
    • Right-click in the field and select Insert Other Property > Other Properties. Select a property from the document.
    You can use PCL, PDF, PS, and Plain Text files. Documents in other formats must be transformed into one of the supported formats before this feature will work properly.
  7. Configure the format and location of the text.
  8. Click OK.

Watermarking

Use the watermarking action to add a watermark to indicate the status or security level of a document.
  1. Drag the Watermarking action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Watermarking action parameter browse button (...).
  3. In the Server list, click the licensed transform server that you want to use.
  4. In the Transform package list, you can select an existing transform package or create one.
  5. You can use an existing watermark or create a new one. Do one of the following:
    • In the Watermark/Stamp list, select one of the existing watermarks: Confidential, Do Not Copy, Draft, or Internal.
    • Click New. In the Create Resource dialog box, complete the fields for the new watermark. In the Import Resource Data section, click Browse and select the file you want to use as a watermark.
    You can use PCL, PDF, and PS files. Documents in other formats must be transformed into one of the supported formats before this feature will work properly.
  6. Click OK.

Zip Document

Use the Zip Document action to create a zip file from the document being sent to the destination.
  1. Drag the Zip Document action to the line that connects Start and End in the Process pane.
  2. In the Action Configuration pane, click the Configure ellipsis button (…).
  3. In the Zip Document dialog box dialog box, enter the desired Compression level and an optional password to access the resulting zip file.

To create a transform package

Use these steps to create a new transform package, when applicable to new transform actions, instead of using an existing one.
  1. In the Transform Package section, click New.
  2. Enter the transform package Name.
  3. Select the transform package type.
  4. If you selected a third-party transform package, verify the EXE path is set to the correct folder.
    The default EXE path is @EOMTransformDir. To change the path, type in the box or click the browse button (...).
  5. Set the Logging State.
    The logging state determines if transform logs and temp files are saved in the document folder. By default, the Logging State is set to Yes. All log files should be inspected during installation and pre-production testing to verify that fonts are correctly mapped. In a production system, the logging can be disabled to save disk space. If the transform operation returns an error (return code not zero), the log and temp files are not deleted and are available for troubleshooting.
  6. On the Filter Profiles tab, specify how the transform software handles the formatting for each data type.
  7. To configure a profile, click the browse button (...) in the Modify/New column for the appropriate formats. From the Configure Filter Profile dialog box, configure the profile.
    The profile affects fonts, resources, and other document transform and formatting attributes. For the IPDS data type, the profile also contains a communications and printer definition section.
  8. To select a profile, click in the Configuration column for the appropriate formats and select the profile from the list.
  9. On the Resources tab, specify where the transform software finds the resources needed for the transformation.
    Example For example, PDF fonts are usually found at the location of an Adobe installation.
  10. On the Fonts tab, you can control the font mapping of input fonts to output fonts.
    The defaults are typically correct, but may need to be adjusted for special cases. You can add or modify fonts directly in the grid.