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1. 3 FTSpooler Small Business Edition Qu Q 1 7 3 Activity Monitor rmTrap ueues 4B Statement Email 11 38 3 Licensed to Me 77 printers gt start a gt Sy A formtrap Queues E Data folders Archive ws Setup J Ch process n 4 smtp amp Print EA E mail E Identification Blank Clone X Delete F Tools Refresh exit Delivery Queue Function Email Fax File Applications 9 smtp i r a A General x O Invoice Email A PostScript forms taxinwc General Processing Filters Print gt o Statement 11 38 31 invoice Print AsPostScript Forms taximwc start Queue name Local splitt prlde Data Input a spli er nt ME eaten staat eee esa amp replicate O Purchase Order Email PostScript forms purcha Input services 4m exit Purchase Order Print PostScript Forms purcha Y Line printer LP 9 Delivery O Purchase Order SS QUEUES Purchase Orde hyi pega Pm Q replicate Named pipe ions statement Email A PostScript Forms statem Pip E 3 bites Local 11 38 30 Y statement Print A PostScript Forms statem start P PP O Statement RESOLVE VIA stmt Notify splitter Remittance Advice QUEUES Remittance Ad Notification Type replicate Remittance Advice File PostScript forms remitta Do not notify iv exit a Delivery Y Statement File PostScript Forms statem E mail address name domain o ae Y simple P
2. Version Upgrade ole Location of components for FormTrap Spooler versions 4 0 to 6 4 Click Locate components to automatically locate previous version files Locate components Edit component location Component Path Queues C Documents and Settings selinal Application Data TCGIS Ftspool dat Forms D 1TCGIS Archive FTDataRoot Rules DATCGIS Archive Rules Settings S 1 5 21 3607604850 1974884577 1546712997 1182 TCG I5 selina Archive DiTCGIS Archive in POER STE EEEE Location of the configuration file For the new version of FormTrap Spooler C ifthome y config xml Conversion report no files have been copied from D TCGIS Archive FTDataRoot TCG Statement 16 files of 16 have been copied from D TCGIS Archive FTDataRoot TCG StatementiFTDATA no files have been copied from D TCGIS Archive FTDataRoot TCG StatementiFTDATAYFTSUBST no files have been copied Imported 2 licensed printers Imported file input root directory name C Program Files TCGIS FTSpooler SpoolRoot DATCGIS Archivelarchive mdb 10 records scanned Home Locator Home Locator changes the address of the Spooler files and FireBird DB Before running Home Locator please do the following e optionally run Setup Archive Backup and Restore to compress the DB back to the current record limit e From Control Panel Administrative Tools Services stop FormTrap Server and FireBird in that order e Copy the folder C ft
3. 0 00 e eee eee eee 163 Repagination for the Fax Form 1 2 2 0 cee eee 163 Testing the Fax Form 166 Production System Changes 00 eee e eee eee eee eee 166 Getting Started Introduction to FTSpooler SBE Edition FTSpooler integrates into a FormTrap production environment to provide identification batch job splitting into individual documents formatting and automated delivery of finished documents Delivery methods include printing email faxing outputting as a file toa nominated location on the disk or initiating other tasks to accomplish additional delivery methods The document processing formatting and delivery history can be viewed in archives using searching capabilities FTSpooler checks for the arrival of data identifies and splits it if necessary formats it to produce a deliverable document PCL and PostScript for printing PDF for email tiff for faxing determines the method of delivery and delivers the document to your customer Getting Started This is the FTSpooler Window for the SBE Edition EormTrap Queues 17 Licensed to Me 77 printers E SN 3 Queues E Data folders Archive FS Setup O Wa em 2 es e eK amp 4 New print queue New e mail queue New identification queue Empty queue Clone Delete Tools Refresh Queue Function Output Email Fax File Applications invoice Emal PostScript forms taxinvoice supports General Processing Filters Prin
4. In the replication structure panel view the tree structure below the selected queue if any In the delivery status panel FTSpooler shows e Status job status e To queues to which the document is replicated e Error Description errors in the replication process 51 More information on Exporting Files see page 56 i So Queues f Data folders Archive ws Setup J all 4 Delivered 5 Errors ch Data f Replication 13 Formatting Working p Clear Apply Filter X Clear All Apply filt Queue Date range From Date 1 05 2008 w Time 3 43 27 PM _ To Date Time Searching and Filtering panel Page Wm 4m L Refresh X Delete Queue To Date Time Type Statement Statement File 30 07 2008 4 44 58 PM 4 Child Local Statement 30 07 2008 A Root Statement Statement Print 30 07 2008 4 44 54 PM 4 child ocal Statement 30 07 2008 4 44 54 PM Root Statement Statement File 30 07 2008 4 37 18 PM 4 Child ocal Statement 30 07 2008 4 37 17 PM Root ocal Statement 30 07 2008 4 21 37 PM Root Statement Statement Email 30 07 2008 4 15 38 PM 4 child lt Local Status To Description a Statement success 4 Statement Statement File lt View Formatting Records Select the Formatting button under Archive from the top navigation bar The Formatting view s detail panels has the document processing and delivery status panels at the bottom w
5. Notes on writing to network drives When the output folder is located on a network both a UNC path server folder or a mapped drive Z Folder may be used Mapped drive s must exist for the user account that runs the FormTrap service drive mappings are maintained per user account Please check by interactively logging in as the user that runs the FormTrap service The drive s should be mapped permanently If you are running the FormTrap service using a LocalSystem account you will not be able to log in as the user account running the FormTrap service and will not be able to output to the mapped drive 30 In both cases you need to ensure the user account that runs the Formtrap service has sufficient privileges to read and write to the required folder Drive errors as above show up in the Archive Errors list as for example Z Folder is not a directory when that folder exists Applications This option allows the use of customized third party application s including user written programs The programs do not produce a modified file for continued spooler activity instead they are used for discrete user specified purposes unrelated to FormTrap processing Note FTLabelPrint is invoked as an Application More information on Application Setup see page 79 To add a customized application e Click the Add button to add a new application e Select the required application from the Name list Enter Recipient f
6. The files are run through the Spooler with the Input Filter Chinese 936 applied then saved back into a folder as filenameC UTF 8 txt Chinese and filenameE UTF 8 txt English All form design is done on an English locale machine The original English file is used to recognize data with filenameC UTF 8 txt used to copy literals Most sites will require both a Chinese and English version of the form This is the Spooler setup for UTF 8 conversion 139 General tab Archive and Treat absence of recipients as an error Boke Bos gt Ez gy New print queue New e mail queue New identification queue Empty queue Clone Queue A General Processing Filters Print Email F OE Group China 9 Cate 132x566 Queue name Austral Group China 9 Cate Printer Test Data Input O cate Segregate Statements Cate from Unix Cate chinese 936 to UTF 3 YD city of Hopewell 9 Cyberonics Detpak China Notify 9 Deutsche Notification Type ale ail PCLXL forms Do not notify v El Email PostScript fe i E mail address name domain ar PCLXL A FAX Postscript fo Archive F i 9 orce 10 Dual Documents N TAD r a OD FormTrap Load File O Fraser Process paul i O Fraser Split paul colden North RA E O Treat absence of recipients as an error icw Y Keep replication order a pS and the Filters tab LEY connection S Queues Y Data folders w Archive E gt 953
7. 2 3rd type values where expression in decimal is recurring and the additional precision is not useful 9 10 20 30 40 50 60 70 8 rara dr barbaro bricos ico arribo cis SE 106 54 STOCKHOLM 5700 SVENDBORG SWEDEN DENMARK Business Partner Description Quantity Unit 100039 70 0000 ea 100045 40 0000 ea 100041 2 5000 ea This example form prints the detail lines only showing whole numbers without decimals and decimals to their last non zero digit the better alternative is to round to two decimals 152 This is how you do it 1 Define three fields Entire field Decimal portion only incl the decimal point Whole Number portion only 2 Make your value in the Definition Tab over 1 000 so we can align with the next field in red in the example Use conditional printing to print Whole Numbers aligned right The Print Test is Deci mal Portion Equal to text 0000 Masking for this is Amount Numeric 3 Make your value Definition tab a number that includes the same value as the above for alignment blue in the example Use conditional printing to print the entire field aligned decimal The Print Test is Decimal Portion Not Equal to text 0000 Masking is Custom and comprises a field of the same length as the original ie 14 underscores with two trailing decimal positions masked right thousand separator com mas inserted for alignment and the first 8 underscores masked left this leaves 0 12 as the minim
8. E gt SB 8 New print queue New e mail queue New identification queue Empty queue Clor Queue General Processing Filters print Em es cate 132x66 8 pos External input filters a te Printer Test t Add Remove Filter a Y Chinese oon Segregate Statements B Pre identification filters Cate from Unix Cate 5 Add Remove Filter chinese 936 to UTF 8 2 43 Post formatting filters city of Hopewell T Add Remove Filter E E Associated file data elements filters Y Cyberonics Ss Add Remove Filter Detoak China 140 Repagination In FTDesign load the original Chinese file Tools Load data file with Filters Custom Fiese and select Chinese 936 to Unicode as the load parameters Look in B Data Files E 1018A txt E 2953 txt E 10182e txt E 2956 Austral Group China txt 1020 txt 15052 txt E 1020c UTF 8 txt E 1020e UTF 8 txt FE 1020e txt e Filters List of currently selected filters Chinese 936 to Unicode File name Files of type Data Files dat tt Ascii Unicode conversion C Auto Custom Filters ries A Cancel Repaginate by comparing to the Notepad view of the English UTF 8 file Results are shown below FT Repaginator China PO new rpg TRB 1020 TROM 10 06 18 amna Em Ran PURCHASE ORDER aie seer e S Order Nuaber Order Date 16 06 10 sa TBAB PH 2
9. Immediately after Installation We recommend allocating a special Windows FormTrap User account for the Spooler Reasons for this are here Notes on writing to network drives Update to number of printers or other features We send you a zip file that contains an update to your settings Stop the FormTrap Service Use Settings Merger FormTrap group of programs to add the new feature s and restart the service Check the addition s you ordered is installed Move existing Version 7 to a new Server Install software move the entire fthome folder to the same location on the new server Upgrade from Version 6 4 Install software do not start the FormTrap Server see Version Upgrade on page 124 Data folders need not be rebuilt Printers will need to be re allocated Upgrade from Version 6 3 or earlier Install software do not start the FormTrap Server see Version Upgrade on page 124 You will need to rebuild the form set in FTDesign Printers will need to be re allocated Queues What is a Queue The queue is central to FTSpooler Each queue holds a set of rules for processing and delivery of documents and may include any of these elements Split rules allow document identification and optional splitting into individual doc uments Identified documents or files may be formatted using a particular form within a Data folder Identified documents or files may also be redirected to other queues for further process
10. Special Setting for Version 7 3 0 1 and lower version of FormTrap See Setup Core components Formatting Version A poster version 7 3 001 E Archive Home directory Fthome L Settings C fthomelw7 Filters 7 Run Install directory oftinst Baka ipl C Program Files TCGIS FTSpooler 7 File system For LP Line printer Version 7 2 0 3 Named pipes Delivery Fthome o data Print servers Printer licensing Location of the common substitution files E mail oFthome o subst Applications Monitor Identification and split Version 2 0 9 0 Location of rule files ofthome gt rules Page normalisation repagination Version 2 1 0 4 For Asian and any other double byte fonts please set all Queues Processing tab Options to s This speeds up FormTrap by a factor of 10 or more For additional details see Asian Fonts in the www formtrap com Knowledge Base s is another parameter in this list and should be space separated from the x parameter Associated file entries An Associated file is produced by the Print Logic when the document is created The associated file may contain information on the delivery requirements of a document or may contain user specified data Entries in the file are represented using a name value syntax where name refers to the field name identifies the data contained in the value e g emai
11. e Share makes the queue folder available as a network shared object Do not share hides this folder from the network 13 Named pipe options This allows the pipe type to be defined as either Asynchronous returns control immediately meaning the transfer takes place as a background task or Synchronous meaning the pipe maintains the current thread until data has been transferred For synchronous pipes enter the Number of instances concurrent instances keeping this number as low as possible Pipe options Rx Pipe type y goesssesassossanr seso edeostecsesg AA O Synchronous Number of instances Asynchronous number of users is not limited Synchronous number of instances controls how many users can use the pipe simul taneously Processing Select a rule file for the queue under the Resolve list if multiple document types are processed by this queue or the input file needs to be split into individual document files Leave as No rules resolved if this queue processes without rules Then select the data file from Data folder list For No rules resolved e To select a form click on the Select forms button right to open the dropdown list and select one or more forms to be used to format the input file Click OK to finish e To select a queue click on the Select queues button right next to the panel to select one or more queues to replicate copy the input file to Be
12. 4 51 31 PM Statement File Restart txt Process 30 07 2008 4 51 31 PM Statement File formtrap statement ps 30 07 2008 4 51 31 PM Statement File directory PS2PDF pdf 30 07 2008 4 49 19 PM Statement Print Replication txt Queue Document type 30 07 2008 4 49 18 PM Statement Replication txt 30 07 2008 4 49 18 PM Statement split Statement_Print txt From 30 07 2008 4 49 16 PM Local User Interface txt Date 1 05 2008 v Date range Statement Print Status To Description Time 3 43 27 PM 2 Replication success AYPLATO HP Lase Y formtrap statement O To Date Time a Searching and Filtering panel View Working Records Select the Working button under Archive from the top navigation bar This view does not have the searching and filtering panel This view is used for problem diagnosis specifically stuck jobs as most jobs are transient and disappear very quickly In the main panel FTSpooler shows the following for each job e Status job status e Date Time of submission 53 e Queue the queue the data was processed in e To form s used in the processing the document Between submission and delivery of the formatted document may be several steps such as input filtering identification and routing an or splitting repagination and print formatting Each step is shown in the detail panel located at the right side effectively showin
13. AF VSIFAXTO 1 222 333 4444 Fax number This entry tells FTSpooler that the formatted FormTrap document is sent to the MAPI fax engine for faxing To use this entry you must have a MAPI fax engine installed and configured The FaxTo entry can only have one fax number as its value This is an example A FaxTo 1 222 333 44444 118 Delivery Options Subj EmailTitle EmailBody EmailFrom EmailFrom Name EmailFrom Type Subject line for emails and faxes with a cover page These specified subject line will be added to the email message or to the cover page of the fax This is an example A Subj Invoice This Associated File field may contain one or many fields More information on Using Multiple Associated File Fields This option names the attached file This is an example A EmailTitle Invoice Form Body text for the email message The entry must use the full path of the text file that contains the body of the email message This is an example A EmailBody C FolderName File Name txt Return email address This entry can be used to set the return email address for each email message being sent This is an example A EmailFrom username domain com Return email name This entry can be used to set the name that appears next to the return email address for each email message being sent This is an example A EmailFromName Accounts Department Document type use internally This is an examp
14. Base Page Please look at example files by downloading the Multi page Subforms zip file unzip it and open documents and read along with this starting with Multi page Subform frm Note that this used Records Mode but that the same thing is possible a little more difficult using Print Line Extract 1 All data is carried in the Base Page record we ve shown it on the form in red but for most contacts you will not want to have a Base Page for a contract Typical data elements are compnay names abbreviations person names and titles addresses dates products and amounts 2 Base Page with Copy Control as shown for duplex contracts Page Settings Detal Area Copy control Records op Source E m F Default v Destination p oeeo W Duplex Stamp wia None v Duplex with First Page Source gt v E First Page Destination o 145 3 Each sub form fills one page and apart from the first has these attributes E Base Page E 1 Subform C 2 Subform HB 3 Subform 4 Subform Subform 4 Your Document Maximum Pages with this approach is 9 pages To see the results please load the supplied asc file into your spooler set the queue up like this and view the archive to see results LoD connection E seves Q Data folders HE Archive SS setup Ors Sri New print queue New e mail queue New identification queue Empty queue Clone Delete Queue O ver org
15. Bhan ear ara ile se dd 33 To print to any Windows Printer 00 0 eee eee 35 Queue Tools 36 OVENIOWs Soran eect ead sty feta are a ena otra a be ated 36 Batch Update sevi ia ane te dete ir det aie tare meet aie tae 36 Changing ownership of QUeuesS oooccccoccc eee 37 Data Folders 38 Manage Data Folders 38 Greate a Data Folder aaa a Wee ee Gate Ra 38 Reload the Forms of the Data Folder ooooooooooo 39 Update the Properties of a Data Folder 2 2005 40 Delete a Data Folder o oooooooooooo ora 41 Manage Subtitution Files 41 Add a Substitution File to the Data Folder o ooo o 41 Delete a Substitution File from the Data Folder 42 Manage Split Rule Files 43 Add a Split Rule File 2 2 0 2 0 00 cece eee 43 Delete a Split Rule File 0 0 00 cece eee 43 Archive 45 View All Records 45 View Delivered Records 46 View Errors 47 View Data Records 49 View Replication Records 51 View Formatting Records 52 View Working Records 53 View Logs 55 Managing Records 55 View the Archive Record o ooocccccccc ete 55 Delete an Archive Records 0 00 eae 56 Resubmit a JOD osn es cy eee ew ae ee Ete ee ee do ete eel dla 56 EXPO ii See ats A eet gina aa ag aes 56 Apply Selection to Searching and Filtering Panel 57 Refresh Records serial A eee tk Lae Oks 57 Finding and Filtering Archiv
16. Cancel Maximum number of rows per page e Click OK The new entry will appear in the bottom left hand corner of the FTSplitDef screen S Document splitter ftstdsplit File Edit Yiew Entry Rules Options Help gt W fain a amp ke iy X Column Row Length Height Compari No Selection Load Sample Data Load a sample data file to use as a test case e Select Load print stream from the File menu 103 e Select an appropriate test case file in the Open dialog box and click the Open button Look in Ejexamples ti y EEE a 1pg_chq dat 2 1pg_dirdp dat EIXE My Recent gt i g inv dal Documents a ipa peh dat a 1pg_stm dat 5 1pg_stm_email dat 5 1pg_stm_file dat 2 1pg_stm_print dat 5 Invoice 1pg dat My Documents My Computer My Network File name f pa_inw dat el Places Files of type ASCII text fles ttd Ascii Unicode conversion Auto Custom C None 104 e The test case data file appears in the main window of the FTSplitDef screen Se Document splitter ftstdsplit File Edit View Entry Rules Options Help gt E E El nas R E y TCG INFORMATION SYSTEMS Level 3 53 Balfour St Chippendale NSW 2008 Invoice No 987651 Invoice Date 28 04 200 Customer No 333241 Page No 1 SHIP TO Delivery Code Eucalyptus Solutions Level 3 Column Row Length Height Compari EN No Sele
17. F Date range 9 void 20 06 2008 1 58 51 PM Sample_F From Y void 19 06 2008 11 35 42 4M Sample_F po lt l Process C Pr gram Files TCGIS FTSpooler 7 ftsample exe with Form Translation Program FormTrap tm dC fthome v7Widata Sample_PS FTDATA Copyright c 1995 2008 TCG Information Systems Pty Ltd F istatement a C DOCUME 1 selina _LOCALS 1 Temp All rights reserved af8F tmp xdblor returned an error code 15 Version 6 5 3 2754 3034M Build Standard Edition Platform MS Win32 on 80x86 Build time 10 36 32 Build date Jan 14 2008 License Sample Edition Print Logic Sample Edition Command line arguments C Program Files TCGIS FTSpooler ftsample exe dC fthome v7 data Sample_PS FTDATA fistatement aC DOCUME 1 selina LOCALS 1 Temp af8F tmp xcolor System time Mon Jun 23 11 46 08 2008 Searching and Filtering panel View Data Records Select the Delivered button under Archive from the top navigation bar Inthe searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 57 In the main panel FTSpooler shows the following for each job e Status job status e Date Time of submission e Queue the queue the data was processed in e Document type the document type of the selected data record e Name the associated file entry name e Value the value of the associated file entry Name
18. FTSpooler s Installation Directory ftinst or any other directory speci fied by the PATH System environment variable For maximum portability we recommend placing executables in the ftinst directory and specify just the executable name without a path Enter the command line Arguments If you are not using the standard input and output devices Use standard input output checkbox the input and output files are specified in the command line using 1 and optional 2 param eters 1 is the print file with extension pcl or pclxl PCL6 or ps Post 79 Script This name given in 1 can be used by your application to also open the Associated File by substitution of af as the extension You may specify other parameters on the command line using the assoc file name format For example if you have an Associated File entry Netfax 123 456 7890 and the application has a parameter fNetFaxNumber you can send it in this format as part of the Argument line f Netfax where the quotes are required as the data con tains spaces This delivers f123 456 7890 to the application Arguments are normal where individual delivery is required with fax applications being the most common It is your responsibility to test applications and especially variations in recipient data Initial directory is usually left empty In this case it defaults to the executable s location Check other options if applicabl
19. File is a powerful facility within FormTrap designed to allow document specific information to be extracted from a FormTrap form into a separate file at run time Most often the associated file is used to extract delivery details such as the fax number or email address of the recipient but can be used in conjunction with any user process either embedded File and Output Filter processes or external written to output and used by external programs How Associated Files Work The Associated File is a simple text file containing entries in a name value syntax The name is simply a field name used to identify the data contained in the value For example EmailTo support formtrap com identifies the value support formtrap com as being an EmailTo field e Associated file entries may direct processes archive yes e may provide data to a process DocNum P060803 e or may both direct and provide data to a process EmailTo support form trap com Within FTSpooler there are a number of reserved names that are recognised and used for delivery and archiving purposes See the full list of Reserved Names see page 117 For example at run time a print stream maybe split into five documents As the first of these is formatted an Associated File is produced that contains the entry FaxTo 1 234 567 8900 The name FaxTo is recognised by FTSpooler as requiring the document to be faxed to the number 1 234 567 8900 This process is repeated for each and every
20. Forms Components The Forms component is the previous Data Folder for FormTrap Spooler regardless of version The normal location is 127 Documents and Setting username TCGIS FTDataRoot for versions 6 x other wise TCGIS FTSpooler FTDataRoot for versions 5 x and earlier For old versions the program will transfer the files thus saving the structures and form name association into queues which would otherwise be lost This transfers the logic of the Spooler even though Project files require new FTDesign Project Build with the built file s loaded through FTSpooler Data folders as below gD conection Em Queues Fa Data folders E Archive y New folder ey Folder properties 4 Reloadjforms Version 7 1 can use 6 4 files without any subsequent Build or Reload forms Earlier version files cause an error message from formtrap exe Convert Components Version Upgrade converts the selected or all components based on the chosen configuration file To located the configuration file manually enter the path in the location text box or click on the Browse button For contingency purposes you are recommended to backup your existing config xml file before commencing with conversion To convert components e Click on the Convert all components button or select on one of the compo nents and click the Convert selected component button 128 The Conversion report shows the processes that are done
21. Klinger staff members in the loop with their clients In FormTrap this is simple PROVIDED two pieces of data are present in the incoming data These are either the Client Email address or the Client Number see below to select the email address for the client 147 and the Klinger Employee email address or Employee Identification see below to select the From email address In Klinger s case this is the employee initials Substitution uses known data to access and insert other data identified by the known data In this case Client Email is identified by the Client Number and Sender Email is identified by Employee Initials These are typical examples showing the actual screen shots from the FormTrap Developer s Kit that provides the data source to FormTrap eae seas eas a Oe SSCS O CCC CCH O ETA 2ASSMTPTo CustNo Es A SMTPFrom Empl SMIPTo 122334 txt File Edt Format View Help Purchasing F ormTrap con billto no is inserted between prefix and suffix to give file name SMTPTo 122334 txt for Customer 122334 content is the email address of the client 148 Similarly Employee Initials are used to form a file name containing the correct Email Address for SMTPFrom as shown below HAANSMTPT oteCustNosd HAAHSMTPFromtte mpbintes tt Beamon a Substitute from file see eo oste Irput V Suppress spaces orly Output l Space replaces suppressed character sa
22. Ome yborough Process paul O Maryborough Split pa Due Cate Test Payment Emai paul O Payment Fax paui Payment Print Cheque paul Pian Statement Porsche Moroney Portobelo Auctons eaea General Processing Filters Print Qa 2 oF x fs 5 Tools Refresh Email Fax File Applications Resolve Multi page Spit y Formatting and repicaton AS 2 0 Spit on zero A multi page with subforms Data folder 9 ID FAILURE Ps mult pages test v Options Associated file entries As wel as v 146 Using Detail Lines as Pages The same approach can be used with detail lines if you require a document beyond 9 pages giving a maximum of 35 pages 9 sub forms plus 26 detail lines You would adopt the same approach with this as the detail Detail line Settings Advanced Records 2000 00 300 dpi V Page break before Page break after Widow Orphan 0 00 300 dpi 4 Record mode identifier a In Records Mode details and sub forms can be mixed and appear in the order of the file Please Load and look at the second set of form and data with the name Multi page Subforms and Details for an example Personal Emails Klinger wanted their Order Acknowledgements to be immediately directed back to customers via a PDF Email and wanted the person responsible for the order to be the From email address Klinger believes this both enhances communication as well as keeping the
23. Select the Split rule button e Highlight the text that you want FTSplitDef to evaluate 106 e The split rule its location evaluation and the text used to evaluate are shown in the rules window s Document splitter ftstdsplit File Edit View Entry Rules Options Help SH fF ABA Rk BX TCG INFORMATION SYSTEMS Level 3 53 Balfour St Chippendale NSW 2008 Invoice No api Invoice Date 28 04 200 Customer No 333241 Page No 1 SHIP To Delivery Code FAX Eucalyptus Solutions T eene v Invoice Type Column Row Length Height Comparison Value F Identification 105 4 10 1 Equal to Invoice No E Splitter 117 4 6 1 Equal to 987651 s EA Column 117 Row 4 Width 6 Page 1 of 1 e Two methods to detect the start of a document are commonly used e A change in the document number as shown above for which you must change the rule evaluation to Split on Change preferred e Field is equal to Page 1 for which you must Split on Match and check the rule for Equal to Note Check that Pages 10 11 and 100 101 do NOT overlap on Page 1 otherwise if they do overlap test for Page 1 with a blank following Create an Unwanted Page Rule Unwanted page rules are optional and are used to identify unwanted pages such as line up pages and control totals e Select the Unwanted page rule button e Highlight the text that you want FTSplitDef to eva
24. Trailer as Hdr MBF Repag RemHdrs Payment initial repaginate PCL to TIFF PCLXL to any printer PCLXL to Canon iP 100 on Plato PCLXL to PDF PCLXL to TIFF PostSaipt to PDF PostScript to TIFF Preliminary Cheque Filter Remove Leading Nulls Remove PCL5 escapes Replace data name Replace data name v2 Replace T amp B Project TB Estimate Project Thai TIFF rotate Western Properties of PostScript to PDF Name PostScript to PDF Description Converts PostScipt files into PDF Use for e mailing Make sure your forms are designed for PostScript printer driver Path ps2 exe Arguments ps2 dNOPAUSE dBATCH dSAFER dCompatibilityLevel 1 4 sDEVICE pdfi Initial directory Input type ps v Output type pdf M Check status Require output Use standard input output Hide console will fail for GUI application _ Hide GUI window will fail for console 70 Run Note The PostScript to PDF filter includes the Compatibility Level required this is supplied as 1 3 but can be changed to 1 4 as shown This option allows addition or removal of process es that run simultaneously with FTSpooler but run independently These processes are started by FormTrap at the start of FTSpooler Typical examples are independent delivery services such as Prodocom Fax Service which is a delivery agent on the same computer as the FTSpooler To add
25. a process Click the New button Name the process and provide a brief Description Enter the Path to the process Path could be in absolute form or relative to the FTSpooler s Installation Directory ftinst or any other directory speci fied by the PATH System environment variable For the purpose of maximum portability it is recommended to place all executables in the ftinst direc tory and specify just the executable name without path Enter the command line Arguments You are responsible for correctly quoting the command line arguments Initial directory is usually left empty In this case it defaults to the executable s location Check other options if applicable e Hide console e Hide GUI window Note These are mutually exclusive the application will either be a Windows program in which case Hide console will cause an error or a command line program in which case Hide GUI window will cause an error Click the Save button To delete a process Select the process to be deleted Click the Delete button Confirmation dialog box pops up 71 e Click Yes to finish A Core components ct Processes Properties of name 3 Archive s name Settings Mn name Y Filters 5 Description Run ae description 2 File System 2 LP Line Printer Named pipes Print servers Path path SL Printer licensing Hoan Sj E mail t 0 Applications Initial directory Hide console hide GUI
26. and output files and the modified file MUST be returned to the Spooler You may use either standard filters supplied with your Spooler or programs written in most computer languages including Visual Basic Most input files are passed through a local language to UTF 8 filter commonly Western filter and filters may be used on output to invoke special commands such as stapling on printers supporting those features You may include your own programs as filters Note FTLabelPrint should be invoked as an Application NOT as a filter as it does not return a modified file to the Spooler External input filters deal with data that enters FTSpooler system from external sources The primary objective of these filters is character set normalisation conversion of input data to UTF 8 encoding It is strongly recommended that every queue has a relevant filter For users of English speaking and other Roman language countries it would be the Western filter Other filters such as Simplified Chinese are also available for the customers using different languages Among the other standard filters are PCL5 escape filter AS400 filter filter to convert single carriage returns to line feeds Pre identification filters are invoked on all data before the identification step The primary objective of these filters is to normalise the data itself so it can be identified and formatted There are no common types of these filters they are usually developed o
27. be produced as they occur so are in sequence This document has no trailer so the Associated File records for Header and Trailer are duplicated further down 2 The first character in the detail section must be the separator Follow up via Email from Customer one month later Headers on a CSV file only 1 required Hi Paul How do I prevent the HEADER from repeating if there are more than 1 pages We should only get the HEADER on top of page 1 Cheers Comvita From paul mailto paul green formtrap com Hi Comvita Use Print Rules to do this only for Page 1 on both Header fields 138 Hi Paul Job done That was so easy thank you very much Cheers Comvita QAD Forms in Chinese This covers implementation of a form in Chinese for a Western company with a Chinese manufacturing branch wanting to place orders on other Chinese companies in Chinese The example used was Australian company AUSTRAL GROUP who have kindly allowed their example to be used in this tutorial The Gweilo Google it designing the form does not understand Chinese but has someone who does that he can refer to for a final validation Preparatory Work You require two identical data files produced using a locale Chinese one with English and one with Chinese literals These are output by the QAD standard report writer with items below the line turned off i e without any PCL or other printer language inserts
28. by quoting the associated file name in square brackets and for example Invoice No or leave as is to use specific Associated File fields for example SMTPTo Subj and SMTPBody More information on Using Associated Files in FTSpooler Queues Properties see page 113 Simple e mail queue Name Simple Email Queue Template ps template hd Form Pg statement formtrap ja Engine O SMTP Outlook MAPI Title Statement Subject month Statement Body This is the body Click OK New identification queue If the queue being created receives input that needs to be identified and routed and is similar to one of the templates use this to create it The new queue s properties can be modified as necessary To create a simple identification queue from an existing queue Select New identification queue button from the top menu The Simple identification queue dialog box pops up Enter the Name of the queue Choose the Template to copy Choose the Rule file to be used in the queue e Choose the queue to be replicated to the selected queue and click the Apply and move to the next rule button to continue One queue per rule must be entered A Name Simple Identification Queue Template ps template 4 x Rule file stmt pa Rule and replication relationship Statement_Email Statement Email y Apply and move to next rule Rule Queue Statement_Email Statement Email Sta
29. document with FaxTo in the Associated File FTSpooler recognizes the reserved names and delivers the document accordingly however all names are recorded automatically in the successful or unsuccessful jobs archives with their documents You can carry out meaningful index data searches using Associated File Names You can also utilize user defined names in any post processing operations you may wish to perform usually in the optional write to file or output filter facilities For example you may create index keys for long term archiving or FTP details to aid in automated delivery of large files to alternative printing facilities e g mailing bureau or even direct delivery to the recipient Using Associated Files 3 Steps To make the effective use of the Associated File facility these steps are required in the development process e Step 1 Create new text objects in FTDesign to carry the Associated File fields 93 e Step 2 optional Define appropriate identification and split rules in FTSplit Def e Step 3 optional Configure your FTSpooler queues with the correct Associ ated File handing options Special Associated File names defined on forms are available to deliver documents by Email Fax and to File More information on Associated File Reserved Names see page 117 Other Associated File entries may be used by your own procedures or simply to locate documents from the FTSpooler Archive view Step 1 Cr
30. headed to the remote ipr print queue created by FTSpooler Printers are defined in the file serc printcap Different X Windows systems will provide programs to interface to the printcap file for ease of editing These instructions assume that file the file is edited using a simple command line editor such as pico or vi Insert the command in the right column into the print cap file This creates a local print queue named ftqueue headed for the remote print queue p iqueue on the remote machine cm nt_server The path var spool Ipd fqueue on the right may be incorrect depending on the system settings Copy the path from another entry if possible or see man tpr Which should tell you your UNIX normal path You may also need to manually create the directory var spool Ipd fiqueve Use existing entries as a guide Print to this Queue To print to this queue use the command Configuring Printers in your Application Commands fiqueue 3d var spool ipd fiquene mx 0 ah mat server p ftqueue Ip p Imyfile Once you have created the LPR printers you must then create printers in your application to directly output data to these virtual printers To configure the printer in your application e Inthe printer setup of your program create new printers to direct output to FormTrap These should have a meaningful name or use the same name as the virtual printer defined above More informati
31. initial state of all the queries to the Archive 68 Filters More information on Default Time Frame in Archive see page 57 Core components a Ar Process control 7 Settings Maximum number of processing threads 8 Y Filters na External process timeout seconds 600 Run Loggi File System 0999 l 2 LP Line Printer Log level Normal v amp Named pipes User interface Ma Print servers Window startup Normal o z y 5 LS Printer licensing gt Save changes Prompt e j E mail Applications Initially in the archive show records that are no older than a certain number of days 7 This option allows addition or removal of filter s and management of the filter s properties such as name description path and input output type Filters MUST deliver a modified version of the input file back as output otherwise you will get a Spooler error Filtering empty output file produced by process C Program Files TCGIS FTLabelPrint FTLabPrt exe with arguments Note Do not register FTLabelPrint as a filter it is an Application To add a filter e Click the New button e Name the filter and provide a brief Description Enter the Path to the filter Path could be in absolute form or relative to the FTSpooler s Installation Directory ftinst or any other directory speci fied by the PATH System environment variable For the purpose of maximum portability it is recommended to pla
32. name from the Queue and To drop down menu or type required values in these fields Both fields are case sensitive and can be part completed For instance key inv in the Queue text field to see invoice email and invoice print but not Invoice Email e Date range is the time frame of the search and can substantially improve per formance by being a narrow selection of dates By default the Date range is the default time frame specified in Settings Setup Changes to the default time frame affect the initial state of all queries More information on Changing Default Time Frame see page 68 e Click the Apply filter button to match records to the selection criteria The Apply filter first Refreshes the main archive panel so all records are searched e Click the Clear All button to set selection criteria back to the default values Finding and Filtering Records in the Formatting View This option finds records that match the settings in the search box 60 e Click the Archive button on the top menu bar and click the Formatting button X Clear All Apply filter Queue TCG Monthly Statement v Process idirectory PS2PDF w Document type Date range From Date 25 03 2008 v Time 10 07 23 AM Cl To Date Time e Select a name from the Queue and Process and or Document type drop down menu or type required values in these fields These three fields are case sensitive and can be part completed For instance ke
33. on the right side of the FTSpooler Window General This tab defines the queue and its Data Input Method Notification and Archive properties Queue name must be supplied and unique General Processing Filters Print Email Fax File Applications Queue name Cyberonics Data Input Input services Y Line printer LP V File system lotify Notification Type Do not notify y E mail address name domain Archive Number of days to keep records 5 lt O Treat absence of recipients as an error Keep replication order Three Input Services of Data Input to FTSpooler are available Line Printer LP File System and Named Pipe e Line printer allows users to treat the queue as a printer You may e use lp Ipr from Unix e define and write to an LPR printer from Windows e usea Work Station Customization Object from a AS 400 to print files directly to the queue More information on Unix LPR Printers see page 88 More information on Windows LPR Printers see page 85 e File system allows the user s application or a copy statement to write a file directly to the queue folder Queue folders are by default located under the SpoolRoot folder nor mally located below the FTSpooler folder This is the normal path and file name to the queue folder Sample Queue shown in the screen shot file name can be a constant C Program Files TCGIS FTSpooler SpoolRoot Sample Queue filename txt More info
34. or modified in FTSpooler Core components Setup More information on Rule Files Location in FTSpooler see page 65 Configure Rule Evaluation Double click on the rules to change the properties Options for Comparison rules includes Equal to Not equal to Greater than Greater or equal to Less than Less or equal to Empty and Non empty Rule Properties la asl pow ff a E Cancel Column 105 p d Length 10 Rows toscan 11 me Comparison rule Equal to ba Value Invoice No Step 3 Configure your FTSpooler queues with the correct Associated File handling options Once the rules for identifying and splitting the documents have been created FTSpooler must be configured to use the correct rule file Configuring FTSpooler settings to apply rule files To configure FTSpooler e Open FTSpooler Inthe Queue Window select the queue you want to apply rule files on e On the Processing tab of the Properties Bar select the appropriate rule file from the Resolve drop down menu The entries of the Rule file are displayed in the Formatting and Replication box on the right e Double click on the first entry in the list e To add a form double click on the required entry from the Formatting and replication list then click on Select forms to select a form from the drop down list More than one form can be selected and the bottom tick box for Form 109 name is embedded into the input d
35. printer s available languages You can print in say PostScript by selecting a PCL printer and vice versa Selecting multiple printers prints one copy on each selected printer 22 Select printer s from the available list for the queue General Processing Filters Print Email Fax File Applications Available Printers please use PCL or PostScript printers only _ WPLATO HP Color LaserJet 4600 PCL 5 _ WPLATO HP LaserJet 4050 PCL 5 M WPLATO HP Color LaserJet 4600 PS _ plato HP Color LaserJet 4600 PCL 6 plato WETGEAR P2 micius j4100 Print Filters Currently defined filters No filters defined eh Email Click the Define filters button to choose the filter s for the printer More information on Print to ANY Windows Printer see page 31 Click the Apply button to save the changes Email tab allows you to send email via either SMTP or Outlook MAPI SMTP Simple Messaging Transfer Protocol is an alternative delivery mechanism to Microsoft Outlook Exchange MAPI and is a reliable and stable method for emails Email addresses must be in standard recipient domain com form as address books are not available You must configure your SMTP settings before using this option Our recommendation is SMTP as the Email delivery mechanism Note Several factors impact SMTP particularly 23 e Windows inconsistencies between operating system and software versions e Impact of anti spam softwar
36. set Data Input options e Notify optional sets an email address for successful and or failure notification emails e Archive optional sets successful archive duration failures are always archived e Click Apply to save the settings More information on Queue Properties General see page 10 e The Processing tab provides logic control over each data type identified by the optional Rules file which then appear in the Formatting and Replication list Without a Rules file just the one entry appears in Formatting and Replication e Set the split rules form s queue redirections formatting options and processing options for this queue e Click Apply to save the settings More information on Queue Properties Processing see page 14 e Filters tab is used to add Filter Programs at various points Filters generally modify their input data Standardly an Input Filter is used to convert data from the locale e g US English to UTF 8 code as a precursor to Unicode conversion User written filters are very occasionally used to address very difficult data representation problems and output filter may be used to action device specific operations such as stapling e Add customized input filters pre identification filters post formatting filters or associated file filters for this queue e Click Apply to save the settings More information on Queue Properties Filters see page 20 e Print tab nominates which printer s to assoc
37. strings such as page number are shown here this field is shown below MM Text object This is accepted format for Chinese equivalent of Page 1 of 2 in English These are other constants you may require in the finished output Brought forward 121 212 33 Definition Format Postion Fort Print nies f R AK Carried forward to Page 2 AR Fil 52 121 212 33 Text object AARADS Definition Format Postion Fort Pent nes Other can be taken from the PDF but please ensure the finished form is checked carefully by a person educated in China Other Substitution Translations 143 This form had a number of literals for which Chinese translation was required These include Units of Measure Final and while not done in this instance Terms and Freight Terms Literals for Units of Measure UoM were supplied in Spread Sheet format see below and Cut and Pasted into individual txt files for use as substitutions See the screen shots following for details BOX amp i m tbk E J Search Foder hal CL col Q O 8 Aia CY CYLINDER hh Address S Custorvers Austral Group formerty ReAngeraton Khe Forms Sut Folders x gt lms EA EACH le Som A Cina Lom Beet FT FOOT HR D E memes E china LON CL be G GRAM x SY My Corps Peras a lac fess E Chins UOM EA ext KG KILOGRAM AFT es 6 chine VONAT bt L LITRE DS Re
38. using Windows Fax Cover Page Editor You can launch it from Start All Programs Accessories Communications Fax Fax Cover Page Editor create edit and save your cover page In FTSpooler fill in the Cover page name i e the full path of the cover page Subject line and Body You can use associated file variables for Subject line and Body e Use an associated file variable by quoting the associated file name in square brackets and For Example quoting Your Order PO Num would deliver PO22344 from the associated file line PO Num PO22344 to give Your Order PO22344 More information on Using Associated Files in FTSpooler Queues Properties see page 113 e Select one of the three Schedule options Immediately Off peak and At specified time Time required e Select one of the three Notify options e Do not notify e Email to sender requires a special email SMTP notification process mailnfy exe to run in the background e Email to inbox only works with Microsoft Exchange e Click the Sender Recipients button to manage the details of the fax sender and recipients This is the default and is normally overwritten by the Associated File field W2KFax from the document 27 Click the Apply button to save the changes General Processing Filters Print Email Fax File Applications Document type to fax Options Currently defined document types Schedule Time PCL2TIFF Immediately v Notify Address Def
39. value may exist for example a new delivery filter e Replace find an old value and substitute a replacement value for example replace a form with a new form e Set update a value that is unique to the queue for example days to keep the records or notification address To process a batch update e Select Batch Update from the Tools button in Queues section The list of actions are displayed in the Batch Update window Select the Action to be taken Enter the Old value if applicable and New value e Select the Scope of the action 36 Click the Update button to finish Batch Update Action Add delivery filter Old value Add external input Filter Add preformatting filter Replace filter Replace form New value Replace replication queue Replace rule name username domain com Set days to keep records Set email sender address Scope Set form location Set notification address 5 Selection Set rule File All queues Update Changing ownership of queues To allow a normal user not Admin to view archives for queues the user must be the owner of those queues The owner of a queue will be able to see archives for the queue and may also be able to edit the queue unless restricted see Setup Users Highlight the queues that the new owner should be able to view Select Batch Update from the Tools button in Queues section The list of actions are displayed in
40. 0 PM 4 39 38 PM 4 39 21 PM 4 37 18 PM 4 37 18 PM 4 37 17 PM 4 36 11 PM 4 21 37 PM 4 21 37 PM 4 15 38 PM 4 15 38 PM Refresh X lt Delete J Restart Queue Statement File Statement Local Statement Print Statement Local Statement Email Statement Email Statement Email Statement Email Statement File Statement Local Statement Email Statement Local Statement Email Statement lel save Al view A Process name Document Restart Ext Formtrap statement ps smtp PS2PDF pdf Iw Select the Delivered button under Archive from the top navigation bar Inthe searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 57 Status job status Date Time of submission Queue the queue the data was processed in To form s used in the processing the document In the main panel FTSpooler shows the following for each job Between submission and delivery of the formatted document may be several steps such as input filtering identification and routing an or splitting repagination and print formatting Each step is shown in the detail panel located at the right side effectively showing the history of each job in most recent top to oldest bottom order 46 You can select multiple records and save their documents You can view a document in the appropriate viewer e Process Name shows the name of the proces
41. 0 cee eee 128 Home Locator 129 Settings Merger 131 Registry Update to FormTrap Spooler 132 Installing reg files under a 64 bit operating system 132 Other Add Ons 133 Prodocom Fax 133 Using Prodocom Fax with FTSpooler Version 7 2 05 133 Form changes upgrade csee caa eeki e eae 133 NEW AA Pe i a a E aa aa a 133 Install 22 AS A a a a a n 133 Track fax jobs sis i ean r da ees A 134 Replace Filter 134 Components d krini e adia te e o EN AS 134 Format of r placesinli er cite astra arras edo wees 134 Usage Command Line 0 cee eee 135 Installation within Spooler V7 via SetuUp o o o oooooooommoo 135 Special Forms 137 CSV Output File 137 QAD Forms in Chinese 139 Preparatory Works wewi i eae dora tratos 139 RepaginatiO N tice eras Dd a a e ee ah eo 141 Form Constants ss A da Pete ds 142 Multi Page Forms 145 Using Sub Forms as PagesS oococcocccooc eee eee eee 145 Using Detail Lines as Pages 0 c eee eee 147 Personal Emails 147 Poster Printing 150 Contracts and Other Documents 150 Repaginator bi Gace ee eA he sete eae e eed eure 150 Terms OPM pasiri ese e a eee ei ah eee Mo 151 Quantity Masking Whole or Decimal 152 Salutation Masking 154 Widow Orphan Size 155 Writing Letters 155 Data Extract from your DB iu Luys a e eee 155 Form DeSIgN otr Ga RT o ei eee 156 Letter Texts tars EA ARE 158 Fax from your ERP System 162 New Fax Cover Sheet Form
42. 151531 China Chinat Y MA contact Bi Y REAN ON FIDA RPA RHAK 30 2 BR SHIP VIA ON ADD MSTRI 30 DAYS FROM INVOICE MET FOB TRAILER OPTICNALE Li wesners sevssve ee 141 FT Repaginator China PO new rpg Fie Edt View Insert Tools Window Help m Envy 0 a Mesder i Footer E Seta 1 2 El Data 2 E Data 3 m Osa 4 Fie Edt Format Ln Iten Nuaber 1 61412 191 N 16 06 10 10 0 EA Revision C Form Constants Take these from the same position on the report via Copy from the Notepad Chinese version and paste via Ctrl V into the literal on the FormTrap form See below for illustration Notepad cutting the literal Order Number in Chinese E 1020c UTF 8 txt Notepad as Pei Ren rate ares 1020e UTF 8 txt Notepad Fie Edt Format View Help AOS Ron Ween et AA i RCHASE ORDER A Order Number 1018 Revision 0 EE arar Ea NARAIN EA FormTrap copying Order Number in Chinese use Ctrl V FTDesign China PO tcg frm So y D E GPa corse SOO Moe MS Sie LODO T eh GM kj M Sersun A BIU K HF SL ZAQ ARMEER MM SEE FAD ARAB LBW MME PALS Ta a 215183 iG 86 0 512 6689 6001 86 0 512 6689 0090 VENDOR NAME Vendor Address 1 MB Text object Vendor Address 2 Vendor Address 3 Vendor Address 4 Ses tiro Y mas MF Wie GMA RAR EFA Contact 142 Special characters and
43. Archive Rules Settings S 1 5 21 3607604850 1974884577 1546712997 1182 TCG ISiselima Archive DiTCGIS Archive e Select one of the Installation IDs to show Components and Paths e Click OK 126 e That path of each individual component can be changed manually Use this option if program cannot automatically locate components of if you want to import data from alternative locations for example backed up folders Ey Version Upgrade Location of components for FormTrap Spooler versions 4 0 to 6 4 Click Locate components to automatically locate previous version files Locate components Edit component location Component Path Queues C Documents and Settings selina Application Data TCGIS Ftspool dat Forms D 1TCGIS Archive FTDataRoot Rules D TCGIS Archive Rules Settings S 1 5 21 3607604850 1974884577 1546712997 1182 TCG I5 selina Archive D 1TCGIS Archive Convert all components Convert selected component Location of the configuration file for the new version of FormTrap Spooler C ifthome y config xml Conversion report To edit the located components e Select on one of the components e Click on the Edit component location e Locate the component in the Browse dialog box e Click OK Note Please note that the settings component represents user s installation and cannot be changed this way To select different user installation please click Locate components
44. CLXL to Canon P100 on P PCLXL to PDF PCLXL to TIFF PostScript to PDF PostScript to TIFF Preliminary Cheque Filter Remove PCLS escapes Replace data name TIFF rotate Western Properties of PCLXL to any printer Name PCLXL to any printer Description Converts PCLXL into Printername s language To use go to Setup Filters and replac Printername witha local printer name Path pckdprn exe Arguments pPrintername o Initial directory Input type pelxl Output type prn 33 Select the printer name as shown and copy the name 2 Printers and Faxes File Edit View Favorites Tools Help Q Baci Y pa Search Key Folders Eas Address Printers and Faxes Documents Status Printer Tasks gt Canon P100 serie on plato 0 Ready ARS ISE 2 Canon iP100 series on plato Properties p E y General Sharing Ports Advanced Color Management Security jh Maintenance lt copy this 2 E a Past f y Set printa Location Comment 1 4 Delete See Also O Model Canon iP100 serie Go to ma Web site Features Color Yes Paper available Double sided Yes Ad Staple No 3 Set up a new Filter Paste the copied name in place of the printer name in Descrip tion and Arguments If the print
45. D e g 32 txt ID process name the exporting file using record ID and process name e g 32 split_Statement_Print txt e ID queue name the exporting file using both record ID and name e g 32 Statement txt queue ID name the exporting file using queue name and ID e g State ment 32 txt e Click the OK button Export files JE Destination folder C Documents and Settings username Desktop di File naming ID y M Apply Selection to Searching and Filtering Panel This option short cuts the searching and filtering process To apply the current selection to the searching and filtering panel e Right click on the selected record the option Apply to search toolbar appears e Choose one from the available selections list The criteria in the searching and filtering panel are updated Refresh Records At any time you may click the Refresh button to update the records displayed in archive Records are NOT refreshed automatically by FTSpooler Finding and Filtering Archive Records FTSpooler has a fully searchable database The finding and filtering archive records feature is on the left hand side of the archive window Search results replace the contents of the archive window with the Clear All button returning to the full archive Finding and Filtering Records in the Record View This feature allows finding records that match the settings chosen in the search box 57 e Cli
46. D text box enter the IP address of the machine on which FTSpooler is installed e g 192 168 0 1 In the Name of printer or print queue on that server text box enter the queue name defined in FTSpooler Click OK e Choose the printer driver according to the final destination printer and then click Next Enter the printer name in the Printer Name text box We recommend clearly labelling this as a virtual FormTrap queue by using the following format Q_location to a MAXIMUM of TWELVE characters Click Next 87 e Select the Share as option and use the same printer name used in step above Click Next Add Printer Wivard Punter Shanng u CAN vere Ye prie eth ler retest Vor I pas ard to che Dn prie you ma powie s share rare You can uie the ougpested name a type a reo cre The ohare rara wal be sub a to other netcad veers Dg rat ohare bu perder Share name Q_location Inthe Location and Comment window enter related information and then click Next e Select No on Print Test Page and click Next e Click Finish button to complete the installation Note Setup process may alter for different operating system Printing from UNIX applications These printers act as redirection tools so applications can print to the FTSpooler queues Before creating your LPR printers create the corresponding queues in FTSpooler The name s of the FTSpooler queue s are used when creating the LPR port More Information on C
47. F Use format like Mary Smith lt mary smith company com gt Subject and body Subject lime This is the subject line Body This is the body se How Email is handled by the Spooler The Associated File is produced during document formatting by the Spooler If the form contains an Associated File entry for SMTP Email SMTPTo emailto domain com or the Email tab within Queues contains a direct email to address an email could be sent These additional conditions are required to send the email Queues Process tab Associated file entries is NOT set to ignore Associated file entries Asuelas y As well as Overwrite recipients of the same type bs Overwrite all recipients Email Address is properly formed in the SMTPTo Associated file entry 25 SMTOTo entries with blank email addresses are ignored effectively do not exist Email addresses without an will cause SMTP to fail they look like web sites see KB Email addresses with multiple or full stop symbols will fail but SMTP will be recovered after that transaction from Version 7 4 004 See KB Fax This option sends FormTrap documents as faxes using Windows Fax Service Windows Fax Service requires the fax configuration in Microsoft Fax Console Instead of a fax machine you can use a modem and scanner to send or receive faxes from your computer The modem and scanner have no specific requirements FormTrap does not use the sc
48. GLIEF CITY 14633 KENSINGTON BD ACCOUNTING DEPT EASLIEF WA 99999 14655 KERSINGTON RD EAGLIKEF WA 99990 100 008 9919 200 009 0000 re seattie MADEINGTON Opened 32 14 10 Shipped 1 18 11 Please See Backorder Document C99999 TS 290010 70 40 BEDOCER 8 TO 4 KA 19911 4 ABRASION BLOCK HAGLIEF CTY WA 8 258 THANK YOG FOR YOUR SUSINESS gt A ne 165 Testing the Fax Form When running Tools Preview b amp w you will get this message from FTDesign indicating the INVOICE form definition cannot be found FTDesign32 poneros Q Document formatting error See log for more information h FUCS4ETC files FiDatalinvroice b However you can view the Fax form via Tools Preview files and look at out This is the final output from FormTrap run through the Production System Fax Cover Page o ALEX MAIDEN From CRAIG Date G3 Feb 3099 hmi BACK ORDER AND ADOFTIONAL PARTS TOUR ORDER NUMBLE IIA t SHIP TO ALEX MADEN 1463 KENSINGTON RO LEAVING 1118011 Production System Changes You will initially need to split to a Fax queue as individual documents as each requires it s individual delivery in which you then identify by the following document type and invoke the correct version of the Fax form with different repagination for each of their associated documents The best way is to repeat the fax form with different repaginations and name them eg Fax Invoice form Do this for all fa
49. HP Color LaserJet 4600 printed in B amp W with no logos Print Language File size Bytes Original Text File 34 025 PCL5 172 761 PCLXL PCL6 305 708 PostScript 351 542 PDF from PostScript 74 128 Converted via printer drivers from the original PCLXL PCL6 file via filter Original PCLXL PCL6 05 708 to Canon iP100 ink jet 3 620 241 to PCL 5 599 651 to PostScript 10 074 461 to PDF from PostScript from 142 213 PCLXL to PCLXL 632 033 Setup Filters are required to print to other windows printers from PCLXL PCL6 Please set up individual filters for each printer you wish to use PostScript output can also be set up this way at around 30 times the size with corresponding processing time 32 To Define a new Filter 1 Open the Filters tab and use the PCLXL to Printer filter as a model EormTrap A Core components File system LP Line printer a Named pipes Print servers ES Printer licensing 4 Email Applications 2 Goto Start Printers and Faxes select the required printer and go to Properties g Queues E a Data folders E Archive a FTSpooler Small Business Edition Setup and Tools Licensed to Cate Equipment Inc 50 printers e Available filters SS Setup Add name value pair Arabic 45400filter Cate Statement Repaginate as F CR to LF Delivery selection Payment initial repaginate PCL to TIFF PCLAL to any P
50. NSINGTON RD LEAVING 1 15 11 Company Same new page hare Customer INVOICE Invoice Pg HACLOO1 033558 1 1 19 11 Sola To Ship To HAGLIEF CITY ALEX MAIDEN ACCOUNTING DEPT HACLIEF CITY 14655 KENSINGTON RD ACCOUNTING DEPT HAGLIEF WA 35555 14655 KENSINGTON RD HACLIEF WA 55555 888 888 5555 888 888 8888 Ship Via DELIVERED FOB SEATTLE WASHINGTON Bs Tek Make Modal Ses al Equipment Mater Slo Customer P O waa ee me s399 888 77 Cosas snip B O Deacmtption Lt Eam Amount am By MARE PADIS opened 12718710 Shipped 1 15 11 Please Sea Backorder Document C55555 1 a 1 TB 85851A 78 48 00 00 REDUCER 8 TO 4 50 s0 XA 855888 8 76 8 76 438 00 4 AERASION BLOCK 4 KA FOWDERLOCK4 15 00 15 00 60 00 4 POWDER LOCK TOTAL PARTS 458 00 HAGLIEF CIY WA 5 258 46 07 THANK YOU FOR YOUR BUSINESS gt From this output we require the normal invoice but with it s preceding cover sheet in the same file for conversion to TIFF format and faxing For this case we ll create a Cover Sheet Form with company substitutions operating in exactly the same way based on the Location This is how it is done identifying the points at which changes are required to your FormTrap processing 162 New Fax Cover Sheet Form This form is a simple one comprising Base Page fields only with the WK2Fax associated File line to direct the output fax This is how it s defined see later for the print version O Fle fae View Odine Oww Go Project
51. PFrom SMTPFrom Name SMTPFrom Type Subject line for emails and faxes with a cover page These specified subject line will be added to the email message or to the cover page of the fax This is an example A Subj Invoice This Associated File field may contain one or many fields More information on Using Multiple Associated File Fields Body text for the email message The entry must use the full path of the text file that contains the body of the email message This is an example A EmailBody C FolderName File Name txt This option names the attached file This is an example A EmailTitle Invoice Form Return SMTP email address This entry can be used to set the return SMTP email address for each email message being sent This is an example A SMTPFrom username domain com Return SMTP email name This entry can be used to set the name that appears next to the return email address for each email message being sent This is an example A SMTPFromName Accounts Department Note Do NOT include names with punctuation comma and semi colon are treated as delimiter such as Company Inc This is treated by SMTP as two nicknames Company and Inc where neither wi be found Document type use internally This is an example A SMTPFromType Purchase Order 121 Windows Recipients W2KFAX Recipient Fax Number Name and Company This is Fax the only mandatory entry for
52. PM Statement Email ps ftout os 30 07 2008 4 52 36 PM Statement Print ps Fkout alue 30 07 2008 4 51 31 PM Statement File ps ftout Queue 30 07 2008 4 48 55 PM Statement File ps Ftout 30 07 2008 4 41 50 PM Statement Email ps ftout 22 07 2008 2 32 03 PM TCG Monthly Sta ps ftout Dis 22 07 2008 2 32 03 PM TCG Monthly Sta ps smtpto Y From 22 07 2008 2 32 03 PM TCG Monthly Sta ps smtpto Date 1 05 2008 v e ane EF m Sao Al Bor Status To Description Time 3 43 27 PM success INIPLATOYHP L x Process name Document type C To Replication txt Date ormtrap statement ps Time lt gt lt Searching and Filtering panel 50 View Replication Records Select the Replication button under Archive from the top navigation bar The Formatting view s detail panels have the replication structure and delivery status panels at the bottom which provide additional information In the searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 57 In the main panel FTSpooler shows each of the formatting process for each job Date Time of submission e Queue the queue the data was processed in To the recipient of the completed document e Type the replication type There are two types Root and Child e Root a topmost queue that has no parents e Child a queue that has parent queue s and may have child queue s
53. S Print E mail 2 Identification Blank Clone gt Delete 2 Tools Refre e Email Fax File Applications General Processing Filters Print Queue name Local Data Input Input services tine printer LP W File system Z Named pipe Notify Notification Type Do not notify x E mail address name domain Archive Cl Number of days to keep records Ja Activity Monitor Error recorded 11 53 01 Ar f Click to see more informati E na Statement Email 11 52 49 start 243 formtrap 4 process id smtp exit E Delivery 50 smtp 42 Statement 11 52 48 start a splitter 3 replicate exit E D Delivery 17 replicate a 42 Statement Email 11 38 31 start 23 formtrap GA process 4 smtp exit Delivery 17 smtp a 48 Statement 11 38 31 start aa enlitter Once the queue folders are shared on the network you can process data with FTSpooler by copying or writing the data file to the appropriate folder FTSpooler automatically detects the arrival of a new file in the queue and processes it More information on Configuring Data Input of the Queue see page 10 More information on File System Setup see page 72 If you give access via FTP to the queue folder FTSpooler can then act as a remote document gateway and take advantage of the system s delivery facilities over the Internet Submit Queue via Named Pipe This option allows the user to write
54. SBE V7 5 MANUAL User Guide July 2011 Version 7 5 01 Copyright 1996 2011 TCG Information Systems Pty Ltd Disclaimer The information contained in this document is subject to change without notice and should not be construed as a commitment by TCG Information Systems Pty Ltd who assumes no responsibility for any errors or omissions TCG Information Systems Pty Ltd reserves the right to revise this document and to make changes to the products described herein for the purpose of product improvement at any time without obligation by TCG Information Systems Pty Ltd to notify any person of such revisions or changes The information contained in this document is the exclusive property of TCG Information Systems Pty Ltd This work is protected under Australian Copyright Law and other international copyright treaties and conventions No part of this work may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording or by any information storage retrieval system except as expressly permitted in writing by TCG Information Systems Pty Ltd Level 3 53 Balfour Street Chippendale NSW 2008 Australia Software Version This manual supports FTSpooler Enterprise Edition version 7 5 Last update November 2010 Trademarks FormTrap is a trademark of TCG Information Systems Pty Ltd All trademarks and registered trademarks are the property of their respective owners Copyrigh
55. S_SERVER_OFFLINE 0x02000000 PRINTER_STATUS_DRIVER_ UPDATE NEEDED 0X04000000 Vague or Meaningless Errors If error is vague or even meaningless then it is likely coming from Windows Please next look in the FormTrap Knowledge Base within www formtrap com by entering keyword searches with key words from the error message For example using error code as the keyword will return common printer statii reported by Windows and what you can do about them 62 If You are Still Stuck Please email FormTrap Support Support FormTrap com with these documents and files 1 Screen shot of the error taken from Archive Errors with the item causing the problem highlighted we re interested in the bottom two panels on the screen which is the best sometimes only information available GG connection EZ meves i ontateiers E pe BE seno O DAM Delivered Errors data Replication J Formatting Y working i Logs Queve To Reoperr type Date 2 Screen shot of Archive All showing the file list at the right ES conecten EX oeo D osito FE are GEE sean J am Delivered EX Errors Data Replication Formatting P working i Logs E RS Cate Tre Que to Xda Apply fiter ESPLATO PP Color Laserjet 4600 PS 3 Saved formatted document suffix pel ps or pclxl from the above use this to save the document to a folder 4 First document and if this exists the last txt document from the above E sav
56. The following field in Queues Properties accept Associated File Variables e Email tab Title Subject line and Body Fax Cover page name Subject line and Body e File tab File title The two following examples are provided to help you understand how to use associated file variables in queues properties In this example month in the Subject line inserts the associated file variable value for the name month i e there is an Associated File line of the form month july The recipient will see subject as March Statement or April Statement depending on the associated file value Simple e mail queue Name Simple Email Queue Template ps template Form Pg statement formtrap as Engine O SMTP Outlook MAPI Title Statement Subject month Statement Body This is the body The File title field in File tab accepts Associated File variables for both folder structure as well as document name in either direct or name form These are examples F TCG Sales salesperson customer Dr Invoice pdf where the Associated File contained salesperson John 1001 customer FormTrap Systems and invoice 32245 giving this as the file name F TCG Sales John 1001 FormTrap SystemsiDr32245 pdf F TCG Sales full path where the Associated File contains full path Amy 1002 Widgit Brokers Dr32250 giving the result 114 F TCG Sales Amy 1002
57. Toots Window Help D BL PATO Coler in eg cua e ow co 1 8 QQ QR Fax Cover Page To To RANNZKFax faxnum From From Date 31 Dec 2010 e DUMAS 63 UN SiCemernent Cate Equipmerd Fen Example Fan and Invesco Dota dat SAC Pen and Inves Locos poi Company Name a To a From ae Suton inl wel M s wet MD ftom ED Page Mo For Help press Fl Repagination for the Fax Form This needs to be added to the normal repagination in this case the Invoice Form This is how it s done 1 Load the Invoice repagination but with the Fax plus Invoice data It will be out of whack on the first page and you ll need to move the Header and Detail portions 163 down as shown to repaginate correctly 2 After moving all other areas down add a new entry Insert Entry and define the entire Fax as the header Now go to Edit Order of entries and move Entry 2 to Highest 3 For Entry 2 select Properties and replace Append with text with this line F formname this starts a new form once the first form has finished in this 164 case enter HF INVOICE Tick Form feed at the end invoice cr 2 29 1348 1 5 000 000 0018 BACK ORDER AND ADOITIONAL PARTS YOR ORDER NUMBER 9999 000 77 SHIP TO ALEX MAIDEN 14655 KENSINGTON RD LEAVING 1 19 11 seretwvotcee Castomer INVOILCE Iewoice MAGLOOT core 1 19 12 Sold To Ship To MAGLIEF CITY ALEX MAIDEN ACCOGNT D9 DEPT EA
58. Widgit Brokers Dr32250 General Processing Filters Print Email Fax File Applications Destination folder FNTCG You can use environment variables in the path examples ofthome output Files c formtrap output files File title optional defaults to identifier department customer name customer id invoice id You can use associated file variables in the title as well as defining directory structure examples department customer name customer id invoice id invoice Standard Files C Output file Associated file af Input file txt Output filters additional files Currently defined PS2PDF Add Remove eh Reserved Names Associated file commands are entered into a text object in FTDesign using the syntax A lt name gt lt value gt where lt name gt is either a reserved command such as those listed below or Associated file command for use with archiving or other purposes and lt value gt is the field populated by the incoming data stream and or constant text Such text objects are not printed by the formatting process but instead placed line by line into the Associated file FTSpooler delivers documents using the delivery engine activated by Associated File reserved names Each delivery engine implements a different way of outputting formatted documents The standard delivery engines are Print E mail using MAPI Outlook or SMTP 115 Windows Fax Service Outpu
59. Windows Fax Service Service in the Associated File This entry tells FTSpooler that the document is to be sent to Windows Fax Service for faxing Name and or Company are optional entries separated by a comma Multiple recipients may be specified separated by a semi colon These are examples A W2KFAX 1 222 333 44444 A W2KFAX 1 222 333 4444 Name A W2KFAX 1 222 333 4444 Name Company A W2KFAX 1 222 333 4444 Company A W2KFAX 1 222 333 4444 1 222 333 55554 Delivery W2KFAX Schedule the fax If omitted the fax is scheduled Options Schedule immediately Values allowed are off peak scheduled off peak use message manager to set hold hold the message in Outlook parseable date and time format according to local settings parseable time sent today at the time format to local time settings These are examples A W2KFAXSchedule offpeak A W2KFAXSchedule hold A W2KFAXSchedule 25 01 01 19 30 00 A W2KFAXSchedule 08 30 00 AM 122 W2KFAXSubj W2KFAXBody Directory Recipients OutFolder Prodocom Recipients NetFax fax service Subject line for the cover page This is an example A W2KFAXSubj Purchase Order This Associated file field may contain one or many fields More information on Using Multiple Associated File Fields Body text for the cover page It is ignored if there is no Cover Page specified The entry may quote a full file name or directly contain the body tex
60. X Delete Restart fel save Al View To A Process name Docum Jjselina formtr User interface txt SC Document Western Ext jselina formtr Formtrap statement ps SC Document smtp PS2PDF pdf jselina Fformtr C Document E Statement File E Statement jselina formtr E Statement Eme E Statement jselina formtr E Statement Eme E Statement SC Document E Statement File E Statement v gt s Select the Delivered button under Archive from the top navigation bar Inthe searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 57 In the main panel FTSpooler shows the following for each job e Status job status 47 e Date Time of submission e Queue the queue the data was processed in To form s used in the processing the document Between submission and delivery of the formatted document may be several steps such as input filtering identification and routing an or splitting repagination and print formatting Each step is shown in the detail panel located at the right side effectively showing the history of each job in most recent top to oldest bottom order You can select multiple records and save their documents You can view a document in the appropriate viewer e Process Name shows the name of the process used to modify or format the document Some proces
61. able files and cannot be changed In Formatting section specify Location of forms and substitution files normally fthome data In Identification and split section specify the Location of rule files normally fthome t rules 5 Core components h a Home directory fthome s Archive w Cufthomet W Settings F Filters Install directory Ftinst 3 Run C Program Files TCGIS FTSpoolerv Formatting 2 File System E LP Line Printer aW Named pipes Version 6 5 3 0 Location of forms and substitution files oFthome s data Print servers i 2 Printer licensing Identification and split E mail Version 2 0 7 0 Applications Location of rule Files oFthome o rules Page normalisation repagination Version 2 1 0 4 65 Archive Archive manages the database server and archive location monitors the local database service status and performs maintenance Logging is to a FireBird data base also 32 or 64 bit The DB need not be on the same machine or operating system FTSpooler has one FireBird database for all the job processing and delivery information Location is stated in Database server and archive location Recovery is built in by logging of the data for each task before release to the external process The database deletes no longer required transactions several times per day and you should schedule Backup and Recovery as the database gets too large Backup and Recovery remove
62. acters that are illegal for Windows file names and so on These may cause the file save to abort with an error message Note See details in the Knowledge Base for a filter that is available at a charge that removes illegal characters in potential folder and file names 29 More information on Using Associated Files in FTSpooler Queues Properties see page 113 e Select any standard files you wish to add to output There are three types of standard files Output file PostScript ps or PCLXL PCL6 or PCL5 pcl Associated file af and Input file txt e Click Add Remove to edit which if any output conversion filters should be used to add additional files commonly pdf files More information on Define Output Filters see page 21 e Click the Apply button to save the changes General Processing Filters Print Email Fax Destination folder FIN TCG You can use environment variables in the path examples fthome loutput files c formtrap output files File title optional defaults to identifier department customer name customer id invoice id You can use associated file variables in the title as well as defining directory structure examples department customer name customer id invoice id invoice Standard files C Output file Associated File af C Input File Ext Output filters additional files Currently defined PS2PDF ry File Applications
63. and Value repeat for different jobs showing all of the Associated File names in that file last to first down the page including duplicates 49 Between submission and delivery of the formatted document may be several steps such as input filtering identification and routing an or splitting repagination and print formatting Each step is shown in the detail panel located at the right side effectively showing the history of each job in most recent top to oldest bottom order e Process Name shows the name of the process used to modify or format the document Some processes show additional information after a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is followed with the document filter name e Document Type the file type that is produced by the process txt is raw data pel or pclxl or ps are formatted and print ready documents e Status job status e To form s used in the processing the document Error Description errors in the formatting process More information on Exporting Files see page 56 y ES NN j Queues f Data folders Archive ws Setup al all Delivered ox Errors cL Data Replication lt lt Formatting Working X Clear all Apply filter f Page Wm a i Refresh X Delete Name Date Time Queue Document type Name Value 30 07 2008 4 52 51
64. anner and deals with outgoing faxes only More Information on Configuring Windows Faxes in Windows XP or alternately you can go to Start menu Help and Support search for fax to see relevant articles Note You must change Windows Fax and untick Include banner this is the screen for XP Pro and is similar for later operating systems Please see the Knowledge Base if you have problems with your initial fax tests Fax Console Docunert Name Status Extended Status Current Page Device Name NetCornm Rosditer Utes SVD AM3 26 Windows Fax Service is normally activated using Associated File entries with any default option overridden by the Associated File Like any of the special delivery methods the Properties tab Associated file entries prompt must be set correctly More information on Windows Fax Service and Associated Files see Reserved Names see page 117 To set the properties of faxing e Click Define document type to specify the document type Fax requires TIFF for fax ing so select the filter that converts from your document type as indicated in Process ing tab Data Folder to Tiff i e one of PCL to Tiff where Data Folder is marked as PCL i PCLXL to Tiff where Data folder is marked as PCLXL i PostScript to Tiff where Data folder is marked as PostScript Ps More information on Define Document Type see page 21 e The usage of Cover page is OPTIONAL The Cover page must be first created
65. ata covers that case uncommon Multiple forms print in collating sequence of their names as complete sets covering the entire input file Select forms l E Include or exclude forms in the list on the left side by ticking unticking or double clicking them Selected forms are displayed in the list on the right side Available Forms C creditnote v purchaseorder _ remittanceadvice statement C taxinvoice Selected forms 110 To add a queue double click on the required entry from the Formatting and replication list then click on Select queues to select a queue from the drop down list More than one queue can be selected Select items Include or exclude items in the list on the left side by ticking unticking or double clicking them Selected items are displayed in the list on the right side Available items Selected items _ TCG Monthly Statement TCG Purchase Order TCG Remittance Ensure that you have a form and or queue selected for each entry in the list Documents not recognized by the rule file are delivered to the ID FAILURE entry All entries in the Formatting and replication list are defaulted to fail with an error message as they have no forms or queues 111 e Click OK aE General Processing Filters Print Email Fax File Applications Resolve formtrap m Formatting and replication Formatting 7 Invoice A Fo
66. ata file from Downloads Tutorials Samples follow Baaba ban bol mabalaa balan Lal as Pa al ba atla aata dos The Accountant Dullard and Slow Inc 55 Smith street Suite 100 Ammityville MN 22222 3333 44 Dear Sir Dullard and Slow ine is approaching the point where TCG Information Systems P L will be forced te take legal action for debt recovery against you This will cost Dullard and Slow Inc at Icast FIVI HUNDRED DOLLARS 500 00 on top of your cxisting debt of THREE THOUSAND DOLLARS ONLY 3 000 00 as well as time travel and loss of reputation I would be most appreciative if you could call me to discuss your repayment program on 02 8303 2400 extension 139 161 have pot beard from you or received payment in full by May 31 2009 legal Yours faithfully ZI Maikin Bruce M Mathesor Credit Manager AR Bruce Matheson FormTrap com 159 Leva Leabsdarllestaatsl sled barter d bebsteron bs da bestell CG Infermabon Syst The Accountant 3 53 Satfour Aardvark Associates Inc 13451 Main Street Suite 200 Anytown CA 12345 6789 12 Dear Sir Aardvark Associates Inc has ignored our last request dated March 31 2009 and as a consequence TCG Information Systems P L will pass this account to a debt collection agency effective the start of next month if we have not been contacted by you before that date The amount outstanding ts ONE HUNDRED FIFTEEN DOLLARS AND 41 CENTS 115 41 and will increase by court costs o
67. ber and click Link Selection button The Link to field dialog box will pop up On the field dropdown menu select the customer number field name or click the Browse button to create a new field e Check the Substitute from file checkbox Prefix is Fax and Suffix is txt in our example The full file name is then Fax CCCNN txt Note Suffix defining the file type can be any file extension and is normally txt Neither prefix nor suffix is mandatory Definition Format Position Font Frint rules HHAHW 2KFaxR CCCNN E Field B Fax Number y zl IV Substitute from file Prefix Suffix Mask as z e Click OK MB Text object Definition Format Position Font Print rules FRARWW2KFaxF CCCNN OE Link selection Link all Linked records R Sample tet _Field name 4 Edit link CCCNN Fax Number Delete link OK Cancel Help Example 3 Using Multiple Associated Fields The Associated file may contain many fields Furthermore multiple identical reserved names will either concatenate for recipients or subsequent same named entries are ignored non recipients In the following example two Associated File entries are created To add both the Associated File fields e Choose Text from the Draw menu or click the Text in tool bar e Click and drag diagonally to add the text frame e Release the mouse button and the Text dialog box will open e On the Definition tab type the ass
68. button 43 e The dialog box pops up to confirm the deletion process Click Yes to finish FTSpooler lets e el re you sure you want to delete 1 rule File s 44 Archive This section details how to use the Archive features of FormTrap More information on Archive Database see page 66 More information on archive viewing for deafault not Admin users see page 36 FTSpooler keeps all the job processing and delivery information in one job archive and provides different views i e All Delivered Errors Data Replication Formatting Working and Logs Archive shows three panels searching and filtering main panel and detail panel View All Records Select the All button under Archive from the top navigation bar In the searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 57 In the main panel FTSpooler shows the following for each job e Status job status e Date Time of submission e Queue the queue the data was processed in e To form s used in the processing the document Between submission and delivery of the formatted document may be several steps such as input filtering identification and routing an or splitting repagination and print formatting Each step is shown in the detail panel located at the right side effectively showing the history of each job in most recent top to oldest bo
69. careful to not cre ate circular dependencies i e Queue A replicates to Queue B that replicates to Queue C that passes it back to Queue A This will result in a loop and eventually an error General Processing Filters Print Email Fax File Applications Resolve No rules resolved Formatting and replication Formatting S E Select Forms Data folder Select queues tots s _Remove Remove Options xcolor Associated File entries As well as w ry With Resolve rule file selected Once the rule file is selected it s document entries are displayed in the Formatting and replication panel as top level elements The special ID FAILURE entry is used when files cannot be identified 15 e For each entry in the list you can use the Select forms Select queues and Remove button to both process and replicate these entries General Processing Filters Print Email Fax File Applications Resolve ftstdsplit y Formatting and replication Formatting Select forms E Invoice Data Folder Purchase Order Select queues The Queue does not format data 42 Purchase Order Statement Options a 42 Statement Remittance Advice Associated File entries _ 43 Remittance Advice 9 ID FAILURE m To add a form or queue tick the items from Available items list and then you will see them as Selected items appearing on the right pan
70. ce all executables in the ftinst direc tory and specify just the executable name without path Enter the command line Arguments If you are not using the standard input and output devices Use standard input output checkbox the input and output files are specified in the command line using 1 and 2 parameters You are responsible for correctly quoting the command line arguments 69 A Core components E Archive Y Settings File system LP Line printer Named pipes Print servers ES Printer licensing P lt E mail CA Applications I Monitor a Initial directory is usually left empty In this case it defaults to the executable s location Choose the Input type and Output type from the dropdown menu e Check other options if applicable e Check status e Require output e Use standard input output e Hide console will fail for GUI application e Hide GUI window will fail for console e Click the Save button To delete a filter e Select on the filter to be deleted e Click the Delete button e Confirmation dialog box pops up e Click Yes to finish Available filters Arabic AS400filter Cate Statement Repaginate as F CateEquipment Chinese Simplified 936 Chinese Traditional 950 CR to LF dbprodo Delivery selection Delivery selection v2 Find PROJECT replace with Std Sj FTLabelPrint Auction Label to Pos HP9040 Bin 2 Normal output MBF Add
71. ck the Archive button on the top menu bar and click the All button X Clear All Apply filter Status Do not Filter v Queue To Date range From Date 25 03 2008 v Time 10 07 23 AM Dro Date Time e Select the required Status from Success Error or leave as Do not filter to see both successful and failed jobs e Select a queue and or recipient name from the Queue and To drop down menu or type required values in these fields Both fields are case sensitive and can be part completed For instance key inv in the Queue text field to see invoice email and invoice print but not Invoice Email e Date range is the time frame of the search and can substantially improve per formance by being a narrow selection of dates By default the Date range is the default time frame specified in Settings Setup Changes to the default time frame affect the initial state of all queries More information on Changing Default Time Frame see page 68 e Click the Apply filter button to match records to the selection criteria The Apply filter first Refreshes the main archive panel so all records are searched e Click the Clear All button to set selection criteria back to the default values Job Status is not needed if you are in either Delivered or Errors View Finding and Filtering Records in the Data View This option finds data that matches the settings in the search box 58 e Click the Archive button on the top m
72. ction Page 1 of 1 7 Create an Identification Rule The identification rule is mandatory and is used by FTSplitDef to determine the type of file being processed Identification is checked ONCE ONLY within the first three pages and the ENTIRE FILE is considered to be that case To repeat you cannot use Identification Rule to divide a file into components the entire file is identified once only e Select the Identification rule button e Highlight the text that will be used to identify the document 105 The identification rule and text used to evaluate the rule are shown in the rules window Se Document splitter ftstdsplit joe File Edit View Entry Rules Options Help gt E 6 E PABR BX le os TCG INFORMATION SYSTEMS Level 3 53 Balfour St Chippendale NSW 2008 987651 Invoice Date 28 04 200 Customer No 333241 Page No SHIP TO Delivery Code Eucalyptus Solutions Tarn I Type Column Row Length Height Comparison Value Identification 105 4 10 1 Equal to Invoice No BA Column 105 Row 4 Width 10 Page lofi Create a Split Rule Split rules are optional and are used to split a print run into individual documents FTSplitDef begins writing data to file until the first split rule succeeds The file is then closed and FTSplitDef begins writing a new file until the split rule again succeeds It will do this until the entire file has been processed writing separate files e
73. directly to FTSpooler using a pipe in place of a file either directly from a suitable application program or by using command line Copy statement A suitable application program will generally be a command line application writing to standard output device 84 nou FTSpooler generates the pipe pipe Queue_Name for users to send the data into dot in the pipe refers to the current machine on which FTSpooler is running For example with FTSpooler installed on machine B with pipe in force to queue name Sample_Queue FormTrap generates this pipe pipe Sample_Queue To write to this pipe from Machine A this is the pipe statement MachineBName pipe Sample_Queue More information on Configuring Data Input of the Queue see page 10 More information on Named Pipe Setup see page 74 Submit Queue via LPR Printer FTSpooler supports the Line Printer LP protocol by acting as an LP Daemon LPD FTSpooler acts like a printer The LP protocol is a special way of printing data across a TCP IP network and is most commonly found on UNIX systems although it is supported by all major network operating systems including AS 400 The LP protocol enables you to print a document located on one machine to a printer attached to another machine on the network a network printer More information on Configuring Data Input of the Queue see page 10 More information on Line Printer Setup see page 73 Printing from Windo
74. dress and click the Link Selection button as shown above The Link to field dialog box appears On the field dropdown menu select a field name or click the Browse button to create a new field The link field must map the email address in the input data file MM Text object Definition Format Position Font Print rules EBRAESMTP Toxemail domain coms Link to field Fed EE gt J Substitute from file dl Prefix Suffix Mask as None 7 95 e Click OK MM Text object Definition Format Position Font Print rules HEAESMTP ToXxemail domain coma Linked records Sample text Field name email domain com Email OK Cancel Help Example 2 Using Substitution This builds on the previous example except in this case the client s fax number is not in the input data file The client s fax number is saved once only in a text file where the client number replaces xxxxx as part of the file name for example Fax xxxxx txt becomes Fax TCGo1 txt The content of the file substitutes into the Associated File field at run time One substitution file txt format stored as UTF 8 containing their fax number should exist for each client requiring fax delivery where the file name includes their client number TCGo1 in the examples To create a substitution file e Open Notepad or other text editors such as Word or PSPad Type in the Associated File command
75. e Al vie Process name User interface 5 From frm file from the FTDesign environment bothnotes frm WITH any repagination file rpg used by the form 6 Zip all of the files and include with your email If you have HTML format email you can drop the screen shots in directly 7 Please send the file from Archive Log 8 If the error is in a Windows System component SMTP W2KFax please look at the Event Viewer and if there are entries that look relevant please zip and send that 63 as well The above should allow us to respond efficiently to you Not a current customer If you are not a supported customer current on Support and Upgrades we will call you on the next business day to request credit card payment That may be an email if you are not in the same time zone 64 Setup Core Components FTSpooler Core components shows the versions and locations of all the FTSpooler essentials Locations of forms substitution files and rule files can be changed under Home folder Home Directory fthome is shown for information It cannot be changed on this screen but can be changed by first stopping the FormTrap Spooler then using program FTHome Locator access via Start gt Programs gt FormTrap gt Server V7 Note If changes to queues disappear when you stop the FormTrap Spooler please see Install directory ftinst is shown for information it is the location of your FormTrap execut
76. e e Hide console e Hide GUI window e Wait until finished e Check status e Use standard input output Click the Save button To remove an application Select on the application to be deleted Click the Delete button Confirmation dialog box pops up Click Yes to finish 80 More information on Queue Properties Applications see page 31 LEY connection SS Queues G Data folders H Archive X Setup IA Core components Available applications Properties of Pharma Care Labels FTLabelPrint Auction Label FTLabelPrint One Harvest Name Pharma Care Labels FTLabelPrint to Zebra Z using SS l Pharma Care Labels Description Prodocom E TAAN Sample Application Patimas Run the Pharmacare lap file with the modified Pharmacare input File system LP Line printer a Named pipes z Path C Program Files TCGIS FTLabelPrint FTLabPrt exe pM Print servers Arguments Printer licensing a Y l c temp d lap pt NPLATOWHP Color LaserJet 4600 PS po merge 1 oi I lt E mail j Monitor efthome Hide console hide GUI window C Wait until finished Delivery Monitor The Delivery Monitor enables you to view which delivery engines are currently running in the Spooler It also enables you to disable one or more of the delivery engines Reasons you might want to do this include errors in the release of files to FormTrap or a failing de
77. e listed means there is no MAPI profile configured Create and configure a profile on that machine before continuing Enter the password for that profile 78 Application e Click the Save button y SN LEY connection st Queues G Data folders w Archive as Setup A Core components SMTP B Archive FEN Hal Y Settings y y Filters Login None v 2 Run User i 33 Users Password File system Encoding oe 3 5 LP Line printer a Named pipes Default sender accounts formtrap com iM Printservers Outlook Exchange Printer licensing Logon Profile v i z Password Applications Pa Monitor E mail settings are modified but not saved Applications are delivery points for the FTSpooler An application is a one off procedure that is started each time the FTSpooler delivers to it and stops on completion Most applications are concerned with Fax delivery As an example the Prodocom Application runs each time a fax needs to be delivered to Prodocom delivers to the Prodocom Run task which is available from the time the FTSpooler starts until it stops The Prodocom Run task does the actual delivery to Prodocom s computers via a private and secure protocol asynchronously To add an application e Click the New button Name the application and provide a brief Description Enter the Path to the application Path can be absolute or relative to the
78. e some of which does not work under load e SMTP protocol itself which is fragile to user errors for example leaving out the in an email address Please look at Archive Errors and Archive Log for additional error messages when you have issues with SMTP Known items are summarized in this article from the Knowledge Base which we maintain as new items present You should read this before proceeding further e www formtrap com and enter your User Id and Password e Select Knowledge Base e Use keyword anti and look at the single article that presents How SMTP is handled by the Spooler see page 25 More information on SMTP and Associated Files see Reserved Names see page 117 Microsoft Outlook uses Microsoft Messaging Interface MAPI to deliver jobs to e mail fax or other types of recipients supported by MAPI MAPT is installed as a part of Microsoft Outlook with only e mail enabled by default Use of this delivery mechanism requires prior setup of the profile used to access MAPI You must configure your Mail Profile before using the Mail option Email is normally activated using Associated File entries with or without any default option overridden by the Associated File Like any of the special delivery methods the Properties tab Associated file entries prompt must be set correctly More information on Outlook MAPI and Associated Files see Reserved Names see page 117 To set the properties of emailing e Select the email optio
79. e Records 57 Finding and Filtering Records in the Record View 04 57 Finding and Filtering Records in the Data View 4 58 Finding and Filtering Records in the Replication View 59 Finding and Filtering Records in the Formatting View 60 Error Messages from FormTrap Spooler 61 Self Explanatory Errors 20 0000 tee 62 Printer Errors EOXXXXXXX oe e ee eee ee eee eee 62 Vague or Meaningless Errors o oocoocccocoo ee 62 If You are Still Stuck 0 0 0 0 ects 63 Nota current customer as arera ra eaa aa eae 64 Setup 65 Core Components 65 Archive 66 Managing your DB 0 tte a 67 Settings 68 Filters 69 Run 71 Data Input 72 FIGS Sy SIM pasad a ina lares 72 EF Eine Printer omo a fe Peed a 73 Named Pipes 74 Delivery 75 Print Servers na i 2a ie ee A a ee 75 Printer Licensing Li SAA det OF A A eee E 76 Email 77 Application 79 Delivery Monitor 81 Submit 83 Submit Input Data for Job Processing 83 Activity MONIO tet sion dhe A ee dee Boe eed S 83 Submit Queue via Network 84 Submit Queue via Named Pipe 84 Submit Queue via LPR Printer 85 Printing from Windows Applications 000 e eee eee 85 Printing from UNIX applications 2 2 0 0 0 2 eee 88 Configuring Printers in your Applicati0N oo ooocoocoooooo 90 Instructions on how to set up the LPR port in your PC 90 Associated Files 93 What are Associat
80. e allows document identification splitting re direction formatting and delivery Before starting design of queues please first use the Setup window to config ure FTSpooler settings and the Data Folders window to reload resource files e Data folders is used to manage resource files sucj as forms designed in FTDesign rule files which identify and split incoming files and substitution files Use this after configuring FTSpooler via Setup Use this window to update forms or rule files or to add new substitution files e Archive stores job processing and delivery information and allows searching for information Query searches for specific attributes of a document or job Troubleshoot ing shows errors and expkanations of the errors e Setup window configures FTSpooler settings This is the first screen to visit after installation Configure printer licenses email server parameters define input methods and set locations for resource files Once FTSpooler has been set you will rarely neet to access this screen To access the online user manual press the F1 button from any screen in FTSpooler or click the blue question mark icon and select User Manual from the popup menu F1 is context sensitive To access the online Knowledge Base from FTSpooler click the blue question mark icon and select Knowledge Base from the popup menu To view FTSPooler product information click the blue question mark icon and select About from the popup menu
81. e program or service 32 bit program run on 64 bit operating system you must select the correct version of regedit The 32 bit version is in folder Windows syswow64 _Do the following unzip the registry zip file sent to you and save the file on the machine to be updated also save it where you saved your original InstallShield program uploaded from the web site that represents your current installation stop the program or service connect to the Windows syswow6A4 folder right click on the Windows icon at screen left Properties open the Windows Com mand Processor at the top of the list for a CMD line DOS Command key in the command regedit exe lt registry reg gt restart the program or service 132 Other Add Ons Prodocom Fax Using Prodocom Fax with FTSpooler Version 7 Prodocom provides faxing services for FormTrap clients who prefer not to get involved with the infrastructure and hassles of managing their own faxing FormTrap has been handing off to Prodocom for at least 10 years with reliable service provided all of that time The handoff to Prodocom is via the Web and Prodocom provides an online monitor to see all of your in flight faxes The name NetFax is used to provide compatibility with prior versions Form changes upgrade For forms that already use Prodocom NetFax no changes required as they already incorporate the NetFax Associated File fields New forms For new forms include at minimum the Ne
82. eate Associated File fields in FTDesign Text objects of the form A name data generate one line in the output Associated File suffix af txt format in UTF 8 and do not print name may be a reserved word used for delivery or may be your own name for your own purposes data may be constant or taken from input data We recommend placing Associated File fields in an impossible area such as in the detail area and in color and all together The examples below assume operation on a single document file produced via the Splitter More information on Associated File Reserved Names see page 117 Example 1 Emailing the Document using Email Address from Input Data A client email address within the input data can be used to email a form At run time an Associated File entry is created that directs the Spooler to email The reserved name SMTPTo there is a MAPI equivalent directs the spooler to email via SMTP To Create an Associated File Field in FTDesign e Choose Text from the Draw menu or click the Text button in the toolbar e Click and drag diagonally to add the text frame Release the mouse and the Text dialog box will open e On the Definition tab type the associated file command and a sample email address in the Text box 94 A SMTPTo email domain com MM Text object Definition Format Position Font Print rules FRARSMTP TOCAN Linked records Sampletet Field name e Highlight the sample email ad
83. ed Files 93 How Associated Files Work 93 Using Associated Files 3 Steps 93 Step 1 Create Associated File fields in FTDesign 94 Example 1 Emailing the Document using Email Address from Input Data 94 Example 2 Using Substitution 000000 eee 96 Example 3 Using Multiple Associated Fields 99 Example 3 Using Multiple Associated Fields 100 Step 2 Define appropriate identification and split rules in FTSplitDef 102 Create a New Entry oooocccccccoc eee 102 Load Sample Data oooocccccccoc 103 Create an Identification Rule 0 20 00 0 eee eee 105 Create a Split Rule 0 2 2 106 Create an Unwanted Page Rule 107 Configure the Rule Evaluation 108 Save the rule fle yria id hai eid A A 109 Configure Rule Evaluation 020000 c eee eee 109 Step 3 Configure your FTSpooler queues with the correct Associated File handling options 109 Configuring FTSpooler settings to apply rule filles 109 Configuring Associated File entry options 00 000 112 Using Associated Files in FTSpooler Queues Properties 113 Configuring Associated File Variables in Queues Properties 114 Reserved Names 115 Associated File Reserved Names 117 Related Batch Processes 124 Version Upgrade 124 Locate Components 0 00 ccc eee 124 Forms Components 0 00 cece eee eee eee teens 127 Convert Components 00
84. el Click OK 16 Ticking the option Form name is embedded into the input data expects a form selection within the input data F formname and ignores any selected form name __ Select forms Include or exclude forms in the list on the left side by ticking unticking or double clicking them Selected forms are displayed in the list on the right side Available forms Selected Forms C creditnote C purchaseorder DJremitt d C Form name is embedded into the input data To remove a form or queue select on the item s from the Formatting and replication panel either press the Delete key or the Remove button Formatting options Formatting Options allow users to specify general formatting preferences for the forms being processed by the queue This is typically used to overwrite the color default xcolor or xnocolor Option Description All options must be in the format x option Multiple options should be sep arated by a comma For example xnocolor nopjl xcolor xcolour Use color commands xnocolor xnocol Do NOT use color commands default our 17 Option Description xfastimage default xbestim age Image Scaling is the most intensive task performed by Form Trap Image scaling is required only for substitution images where FormTrap offers two modes for processing FastImage is the default setting and scales at t
85. email Choose an encoding type from the Encoding drop down menu Enter a full email address in the Default sender textbox to define the sender details for outgoing email Click the Save button Note Microsoft Exchange Version 7 has differences from earlier versions you will need to check these items in Exchange 7 and set them when installing or transferring to Exchange 7 Check and modify these in Exchange 7 this information is offered as a guide only consult Microsoft documentation In Authentication Properties tab enable Basic Authentication and disable Offer Basic authentication only after starting TLS TLS is the default for Exchange 7 and is not supported by FormTrap If you intend using an SMTPFrom name that is different from the authenti cated user give permission to Send As a different address For details of how to grant this permission refer to the following Microsoft article http technet microsoft com en us library aa998291 EXCHG 80 aspx If you do not do this and set SMTPFrom different from the authenticated user you will get this error 550 5 7 1 Client does not have permissions to send as this sender To use Outlook Exchange the profile information must be available to FTSpooler The profile name is mandatory password is optional and required only if the profile is password protected To configure Outlook Exchange settings Select the appropriate email profile from the Logon Profile list No profil
86. enu bar and click the Data button X Clear All Apply filter Name smtpto v Value Queue Date range From Date 25 03 2008 iv Time 10 07 23 AM e Select an associated file name value and or queue name from the Name Value and Queue drop down menus or type required values in these fields These three fields are case sensitive and can be part completed For instance key inv in the Queue text field to see invoice email and invoice print but not Invoice Email e Date range is the time frame of the search and can substantially improve per formance by being a narrow selection of dates By default the Date range is the default time frame specified in Settings Setup Changes to the default time frame affect the initial state of all queries More information on Changing Default Time Frame see page 68 e Click the Apply filter button to match records to the selection criteria The Apply filter first Refreshes the main archive panel so all records are searched e Click the Clear All button to set selection criteria back to the default values Finding and Filtering Records in the Replication View This option finds replications that match the settings in the search box 59 e Click the Archive button on the top menu bar and click the Replication button X Clear Al Apply filter Queue Date range From Date 25 03 2008 v Time 10 07 23 AM s To Date Time e Select a queue and or recipient
87. er is via a Print Server on Plato in the example 34 include that into the printer name as server plato below FTSpooler Small Business Edition Setup and Tools Licensed to Cate Equipment Inc 50 printers m S E Archive Setup Available filters Properties of PCLXL to Canon iP100 on Plal Add name value pair Arabic Name PCLXL to Canon iP100 on Plato A5400filter i sc tales db Cate Statement Repaginate as F Description CR to LF AREA EEE Delivery selection Converts PCLXL to plato Canon iP100 Payment initial repaginate series PCL to TIFF PCLXL to any printer 2 File system LP Line printer PCLXL to Canon iP100 on Plato a Named pipes PCLXL to PDF PCLXL to TIFF PostScript to PDF Ma Print servers PostScript to TIFF Path dle MS Preliminary Cheque Filter PRA 5 Printer licensing Remove PCLS escapes Arguments 4 Email Replace data name oo TIFF rotate p plato Canon iP100 series o Applications Western Initial directory Input type pclx v Output type prn v 4 Replace Printer in the Name with a modified version with no slashes and short enough to be able to see all the description This is the final Filter 5 Replace Input type with pelxl and Output type with prn 6 Check these under Output type Check status Require output Use standard input output Hide console H
88. ery method s specified in the Associated File delivery options are used If there is no delivery method i e recipient specified in the Associated File the delivery method specified in the Queue properties is used General Processing Filters Print Resolve formtrap Email Fax File Applications v Formatting and replication Formatting Data Folder Options xcolor Associated file entries As well as v so Y Invoice A Forms formatting 3 Queues replication my Add remove queue 4 TCG Invoice V Statement A Forms formatting 2 Queues replication F Add remove queue 42 TCG Monthly Statement gt PurchaseOrder A Forms formatting 2 Queues replication ES add remove queue 42 TCG Purchase Order Remittance Advice A_ Forms formatting 42 Queues replication ES Add remove queue 42 TCG Remittance G9 ID FAILURE Forms formatting 2 Add remove Form 47 error report 42 Queues replication Using Associated Files in FTSpooler Queues Properties Associated file variables defined on forms are optionally available in queues tabs Email Fax and File To use associated file values place square brackets and around the associated file entry name e g inv name More information on Associated File Entry 3 Steps see page 93 113 Configuring Associated File Variables in Queues Properties
89. etail panel located at the bottom of the window S LEY connection o Queues g Data folders Archive SS Setup al All Delivered 5 Errors ch Data 4 Replication 2 Formatting Working E Logs X Clear all Apply filter Page la 4m Refresh X Delete Date Time Description Date range 17 09 2008 6 48 30 AM Dold jobs deleted from archive From 17 09 2008 2 48 29 4M i Jold jobs deleted from archive Date 9 09 2008 16 09 2008 10 48 24 PM Dold jobs deleted from archive 6 48 24 PM old jobs deleted from archive 11 18 10 4M i x 2 44 17 PM Old jobs deleted From archive ervice started home C fthome 7 Searching and Filtering panel Managing Records View the Archive Record FTSpooler shows 1 000 records per page When number of retrieved records exceeds page size use these navigation buttons to move between pages e _ first page the most recent jobs e previous page 55 e next page Records are NOT refreshed automatically by FTSpooler Delete an Archive Records To delete a record and its associated files e Select the record to be deleted e Right click the mouse and select Delete selected job option or click the Delete button X on the toolbar and choose the desired option Four options are pro vided to delete Selected recipients delete the information about recipients of the selected records The files a
90. f at least another FIVE HUNDRED Dollars In addition TCG Information Systems Pty Lid will place you on a national list of poor payers and your company may find difficulty in obtaining credit for a number of years thereafter Again would be most appreciative if you could call me to discuss your situation on 02 8303 2400 extension 120 This is your last opportunity to deal with TCG Information Systems Pty Ltd instead of a collection agency who are much less polite than we have been Yours faithfully Brian Crow Chicf Accountant Bnan Crow FormTrap com 160 The Accountant Trans Tasman Railway Compa 3 Balfour Street Chippendale NSW h TCG Information Systems P L has handed your debt to a debt collection agency and will deal with Trans Tasman Railway Company only on a cash with order basis Trans Ta 1 Railway Company has been included on a number of data bases used by credit controllers to vet companies prior to the issuance of credit facilities Yours faithfully Geraldine A Hungerford Credit Supervisor 161 Fax from your ERP System Most Unix ERP systems have methods to present faxes as the normal document with preceding cover page In the NDS ERP system this appears as shown below Invoice with preceding fax cover sheet 001 Company Name To ALEX MAIDEN gt From Gate FAX 3 888 888 8888 Subject BACK ORDER AND ADDITIONAL FARTS YOUR ORDER NUMBER 5555 888 77 SHIP TO ALEX MAITEN 14655 KE
91. fied separated by a semi colon These are examples A EmailTo username domain com A EmailTo userA domain com userB domain com EmailCC Email address of the secondary recipient This entry tells FTSpooler to email a copy of the formatted FormTrap document to the specified email address This can either be fully qualified username domain com or a Windows address book name Multiple entries may be specified separated by a semi colon These are examples A EmailCC username domain com A EmailCC userA domain com userB domain com 117 EmailBCC VSIFAXTO FaxTo Email address of the blind carbon copy recipient This entry tells FTSpooler to email a copy of the formatted FormTrap document to the specified email address This email address will NOT be appear on the message This can either be fully qualified username domain com or a Windows address book name Multiple entries may be specified separated by a semi colon These are examples A EmailBCC username domain com A EmailBCC userA domain com userB domain com VSI Fax number This entry tells FTSpooler that the formatted document is sent to a Esker VSI FAX Fax engine installed and configured VSI FAX provides a comprehensive multi platform fax solution for users who requires faxing of any document from any application running on Unix or Windows 2000 NT XP The VSIFAXTo entry can only have one fax number as its value This is an example
92. g the history of each job in most recent top to oldest bottom order You can select multiple records and save their documents You can view a document in the appropriate viewer e Process Name shows the name of the process used to modify or format the document Some processes show additional information after a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is followed with the document filter name e Document Type the file type that is produced by the process txt is raw data pel or pclxl or ps are formatted and print ready documents More information on Exporting Files see page 56 v Es SN Queues i Data folders Archive SS Setup al all Q Delivered E Errors cL Data 4 Replication lt Formatting Working Page oe 4a i Refresh E Save Al View Process name Document typ Replication Ext formtrap statement ps smtp PS2PDF pdf Main panel 54 View Logs Select the Logs button under Archive from the top navigation bar In the searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 57 In the main panel FTSpooler shows the general dialog but not information about a particular job It provides additional information for troubleshooting processes A full description of the selected activity is shown in the d
93. ger updates the spooler control files with new or replacement information and is run whenever FormTrap Support or your vendor sends a new License Upgrade file to you License Upgrade is an executable which runs an InstallShield procedure which includes stopping the FormTrap Server running the update and restarting the FormTrap Server After running you should see changes to the Licensed to display at the top of the FTClient display in either or both of organization name and number of printers 131 Registry Update to FormTrap Spooler Installing reg files under a 64 bit operating system FormTrap comprises a 32 bit FTDesign module and a 32 bit normal or 64 bit additional cost Production System For the 32 bit versions you may be running on either a 32 bit or 64 bit machine We will occasionally send out Registry Updates to either FTDesign or to the Production Systems Enterprise or SBE Spoolers you will need to select the correct version of regedit exe to install those updates 32 bit program on 32 bit operating system or run the reg file sent to you 64 bit program on 64 bit operating system save the registry zip file sent to you to the machine running that program also save it where you saved your original InstallShield program uploaded from the web site that represents your current installation stop the program or service double click the registry zip file click the reg file shown to update your registry restart th
94. gh watermark meaning the file size never shrinks instead deleted space is re used The DB auto expands until the point where deletions roughly equate to additions at which time it stabilizes That is typically around the 10 GB mark and depends on the retention period Number of days to keep records in Queues General tab A zero value in Number of days means indefinite retention hence a large and growing DB Deletion of obsolete records happens several times per day and is automated by the Spooler You may place the DB on a different drive this is reeommended if your DB is large and infrequently backed up and restored Managing your DB These tools are available to control your FireBird DB Save and Restore save an exact copy of the DB and can be used for restoring in the event of a DB outage Backup and Restore are preferred 67 Settings Backup and Restore are used to bring the DB back to minimum size FireBird does not recover deleted space but does reuse deleted space so while the DB may not shrink it has room for additions Backup Restore recovers deleted space Stop archiving prior to Backup Restore and Start archive when completed Delete file and Create file allow deletion of the entire current DB and replacement with an empty DB Stop prior and Start when complete You should wait around 30 seconds after Delete file before pressing the Create file command FTSpooler Settings allows cha
95. he FormTrap form or even set up dummies for certain letter events like the threat to pass their details to a credit agency This is a typical Closure Detail Line veis Pictura object Picture object Settings Postion Hare Buker TRA Fie Name M Linked IV Pint white color transparent Signeemployes gt bmp ny Le ici us Image substitutior Substitute Using Variable Fie Name Linked fields Emal Buc file name F Fato fame F Trin beading and trailing spaces fron E 156 All of the information in the above the signature and below employee details are Substitutions based on Employee here are the text substitutions Link to field E employee I Substitute trom file The above produces the file name NameXXXX txt with employee number replacing the XXXX The data from the matching file name in the Substitutions folder is inserted These are a few of the substitution files with an example 5 Name1343 txt 1KB Test O Name1441 b4 __ Name1441 txt Notepad E Name1598 txt M Sign1343 bmp ai i H Sign1441 bmp 2K Patigrian Crow Nj Sign1598 bmp 74KB Paint E Title1343 txt 1KB Text Document Thle1441 txt 1KB Text Document Tide 1598 txt 1KB Text Document 157 Letter Texts These are again just detail lines which can incorporate data and use the special Advanced tab to define themselves as Variable
96. he same resolution as the original image producing the output file quickly with a smaller image This option is UNSUITA BLE for low resolution images typically 72 dpi images Please review your substitution library for low dpi images and replace them with images of 300 dpi or above for preference Consistency of images will produce consist ency of output quality BestImage scales to 300 dpi regardless of the original image dpi This produces good quality images slowly This is required if you have low resolution images in your substitution library xres Use high resolution user defined PCL fill patterns default xnores Do NOT use high resolution user defined PCL fill patterns xpjl Use HP Printer Job Language before and after print job to setup printer and reset it default xnopjl Do NOT use HP Printer Job Language before and after print job to setup printer and reset it xgl2 Use HP GL 2 for advanced PCL drawing default xnogl2 Do NOT use HP GL 2 for advanced PCL drawing xbigfont Turns on support for sending True Type font headers to PCL printers that are larger than 32767 bytes default xnobigfont Type 2 font headers under 32Kb are used when sending downloaded fonts REQUIRED for Lexmark T63x T64x and T65x printers and all others that do not support Type 3 font headers Note Default is nobigfont for version 6 3 and lower bigfont for version 6 4 and later Asian Fonts
97. height and to allow Whitespace after the final line Data from the Base page is incorporated into the letter text as are required substitutions see Detail line Settings Advanced Records employee used to substitute this person s extension number M Text object Detintion Fornal Postion Font Coys is approaching the port where TOG information Systems PA will be forced to take legal action for debt recovery lagamnat you This vall cost Coys al least FIVE HUNDRED DOLLARS 500 00 an top of your easing debt of Amount i lt Amount gt as well as time travel and loss of reputation jl would be most appreciative you could call me to discuss your repayment progam on 02 8303 2400 extension IFI have not heard hom you of received payment a bull by lt 2007 Yours faithfully 2012315 lega action wil be taken O A Linked recond Sample text Coy Amourt Amourt employes 20021231 Field name coy senora aout ernalopee date next 158 Your Data Extract program then simply needs to provide for the correct letter type and closure to print a large variety of letters Financial institutions can use this to direct personalized and sophisticated letters from a simple extract source to provide letters that look individually written and can direct their replies to a person or function within the company This document is available Version 7 with appropriate substitutions and d
98. hich provide additional information In the searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 57 In the main panel FTSpooler shows each of the formatting process for each job Date Time of submission Queue the queue the data was processed in Process Name shows the name of the process used to modify or format the document Some processes show additional information after a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is followed with the document filter name Document Type the file type that is produced by the process txt is raw data pcl or pclxl or ps are formatted and print ready documents 52 In the document processing panel you can see delivery history of each document In the delivery status panel FTSpooler shows e Status job status e To form s used in the processing the document Error Description errors in the formatting process More information on Exporting Files see page 56 ES j o Queues g Data folders Archive SS Setup al All Y Delivered E Errors ch Data 4 Replication Formatting Working X Clear All Apply filter f Page leo 4a L Refresh pd Save 4 view Date Time Queue Process name Document type 30 07 2008 4 52 32 PM Local split Statement txt 30 07 2008
99. home v7 to its required new location 129 Home Locator is contained in the FormTrap Spooler program group a Windows Anytime Upgrade 4 Windows DVD Maker iE Windows Fax and Scan Paul Green e Windows Media Center Windows Media Player TEE Y Windows Update Pictures Music Accessories W EASEUS Partition Master 8 0 1 Home Edi FormTrap He FTDesign is FTRepaginator S FTSplitdef Server V7 ___ FlHome Locator FTHome Locator ee Default Programs e FTSpooler Client M Settings Merger Help and Support EH Version upgrade di Games do Ghostscript di Google Chrome Computer Control Panel Devices and Printers 4 Back Search programs and files 130 This window opens showing the address of the current fthome folder Select Change home directory and select the new fthome folder FormTrap Home IMPORTANT 1 This program requires elevation of privileges should be run As Administrator 2 Before changing home directory please exit FormTrap SBE edition or stop FormTrap Service Enterprise edition Current FormTrap home directory C fthome v7 Change home directory Browse for FormTrap home folder a fthome a di v7 Le Body Texts Le data a DelTemp de input Le Repagination Rules de rules de subst Le substitutions de work ox cancel Restart FireBird and FormTrap Server in that order Settings Merger Settings Mer
100. iated with this queue as well as printer filters for delivery Click Apply to save the settings More information on Queue Properties Print see page 22 e Email tab configures email delivery settings using either SMTP service or Outlook MAPI Click Apply to save the settings More information on Queue Properties Email see page 23 e Fax tab defines options for delivery via the Windows fax service Windows 2000 2003 and XP Click Apply to save the settings More information on Queue Properties Fax see page 26 e File tab defines write to file options including setting up structures for PDF archival Click Apply to save the settings More information on Queue Properties File see page 29 e Applications tab defines options for customized delivery processes such as Esker Net Fax and OsFax Click Apply to save the settings More information on Queue Properties Applications see page 31 Clone copy a queue If the queue being created is similar to an existing queue select Clone This creates a new queue using the highlighted queue s settings The new queue s name and properties can then be modified This is most useful where queues with extensive rule files are required across a number of printers To copy an existing queue e Select the queue to be copied e Select Clone button from the top menu e General tab presents with Queue name shown as copy of Highlighted Queue change this at minimum plus any other
101. ide GUI should be Unticked 7 Save to record this as a new filter To print to any Windows Printer Your quene must have a PCLXL PCL6 Data Folder selected PCLXL is represented as this symbol Pe In the Print tab Select the printer from the list and select the corresponding Filter from the list Apply to finish 35 Queue Tools Overview The Check Integrity tool verifies completion of queue setups such as replication formatting and data validity and is useful in troubleshooting Warnings are shown in blue with errors in red Check Integrity Checking queue Remittance Advice File ok Checking queue Statement File ok Checking queue Simple Print Queue cannot find data folder purchaseorder Error detected in queue Simple Print Queue Checking queue Simple Email Queue cannot find form Formtrap Error detected in queue Simple Email Queue Checking queue Failure No Formatting or replication defined queue will archive only or deliver data file unformatted ok with warnings Checking queue Simple Identification Queue cannot Find Filter FAX portrait tifF Error detected in queue Simple Identification Queue 17 queues have been checked 3 have errors Batch Update The Batch Update tool allows the same action to be taken on selected or all queues There are three types of actions to be taken e Add append another value to a present value list where more than one
102. ile This is how it s done Data Extract from your DB For most letters this is all of the information you ll require printed as a small document or as a records mode file in the Base Page record Company Name and Address Person being written to or a standard title like The Accountant Amount outstanding Date of last action Date of next action Employee Number In addition you ll require these two indictors for Records Mode make them additional one character records Letter Type indicates the text required and variables to be inserted done in Form Design rather than here as part of the record variable Closure type allow for a signature Name and Title only format plus the above with an Email address Again done in the form design with just an indicator record letter here 155 Form Design There are two simple design elements being the Base Page and the one or two Closure Detail Records Base page contains the date and customer address and looks as below December 31 2002 boast Bahs Mosto baba bar 80 codi sBoesnatton l bool tt e Accountank PA Text object Coy Address Defr on Formar Postion Fort Address 2 Address 3 Thre Accountant City State Zip bee tp aro LR d dez gt Girs lao Zipo The Closure Detail Lines contain just the Employee field and get their data from substitution files where you can set up new employees without changing t
103. ine d t type 5 FA a Cover page Sender Recipients Cover page name Cover page name Subject line This is the cover page subject line Body This is the cover page body ry Manage the sender and recipients information To manage the sender and recipients information 28 e Enter sender information sender s Name Department and Company Sender Recipients Sender e Mame FormTrap Jif Cancel Department Development Company TCG Information Systems Pty Recipients Number Attention Company Delete 02 9310 5172 Support TCG Info e Click the Add new Edit or Delete button to change the recipient lists Recipient properties Fax 02 9310 5172 Attention Support Company TCG Information Ss File This option delivers FormTrap standard output files to a specified directory as well as the opportunity to run processes over the FormTrap output To set the properties of output to file Enter the full Destination folder path of where to save the file to Environment vari ables are accepted See notes following the image below if you are attempting to write to a network drive e Enter the File title Use an associated file variable by quoting the associated file name in square brackets and For example quoting PO Num would deliver PO22344 from the associated file line PO Num P022344 Make sure that your data fields do NOT contain char
104. ing with no prectical limit on the number of redirections Delivery processes may output your formatted document by fax or email to a printer with the address of the output being formed dynamically or as an attribute of the queue The common delivery processes normally do not overlap so short cut queue definitions are provided for print and email as well as identification queues E FTSpooler Small Business Edition la EormTrap Queues 19 Licensed to Me 77 printers os Sy Queues Data folders Archive FS Setup 3 ea Qos w P K amp 4 New print queue New e mail queue New identification queue Empty queue Clone Delete Tools Refresh Queue Function Output A Email Fax File Applic Remittance Advice Queues Remittance Advice Remittance Advice File PostScript forms remittance EFC General Processing Filters _ E name Y statement File APostScript forms statement C Documents e Queue name ps template 1 simple Print Queue JForms formtrap WPLATOYHP Col ae 1d simple Email Queue 3PCL Forms Formtrap Input services Failure T Line printer LP Simple Identification Resolve via stmt lh HES options amed pipe ions O stmt test A PostScript Forms statement ii E 1 simple stmt ASIPCL forms statement 210293105172 a Notify ESP u A Confirmation about Queue Parameters Change Making changes on any Queue Properties witho
105. ings I Filters Add 3 Run Print servers used to deliver documents 22 Users piato m File system LP Line printer ls Named pipes Print servers Printer licensing ej E mail z Applications Monitor If you have other applications using pipes you can prevent conflict by using more of the prefix to uniquely identify FormTrap pipes In this case consider a prefix of pipe ft to identify FormTrap pipes ft can be whatever you require The final pipe name might be pipe ft invoices Delivery Print Servers This option allows the addition of print server s available for delivering documents from FTSpooler Printers installed on selected server s are listed Individual printers may be licensed using Printer licensing from the Delivery menu at screen left Local printers are ALWAYS shown More information on Printer Licensing see page 76 To add a print server Enter the Server name and click the Add to the list button The list of Print servers used to deliver documents is updated To remove a printer server e Select one of the print servers and click the Remove from the list button e Confirmation dialog box pops up 15 e Click Yes to finish 4 Core components a Archive Server name F Settings i g Add to the list Y Filters 3 Run Print servers used to deliver documents Wplato Yimicius File System Waristotle LP Line Printer aW Named pipes c Print servers Z Printe
106. ings are NOT reinspected Usage Command Line Command line is the norm for Unix Linux and may be used for Windows outside of the normal Spooler procedure You can use replace on any file outside of FormTrap The filter takes three parameters input file output file section name For example replace c files input pcl c formtrap output pcl short Installation within Spooler V7 via Setup This is the norm for the replace filter where each Section is a different filter within Setup Filters are normally invoked as External input and MUST precede the Western filter or invoked as Post formatting filter for output manipulation normally to drive special features of laser printers Version 7 Installation SBE and Enterprise Copy replace exe and replace ini to the ftinst folder Define each different required Section in Setup Filters see the manual page via F1 and below and invoke via Queues Filters tab 135 This is the Setup Filters screen for the filter to output to Bin 2 Normal for the HP 9040 with HP Q5693A 8 bin mailbox attached ER LEY connection 2 Queues SS Data folders E Archive Available fiters Properties of HP9040 Bin 2 Normal output Core components Arabic AS400fiter ope x Cate Statement Repsgnate as A me Lee On 2 lormal output CateEquipment ani Chinese Smplifed 936 coran Chinese Traditional 950 Select Sin 2 on the HP9040 face donn for output CR to LF dborado File
107. l Contracts and Other Documents This description is based on a requirement to send a contract with every PO sent to suppliers The contract terms and conditions is in two columns and does not vary We used the Repaginator to append controls for a new document called Terms behind each PO document then reverting to the original form for the next document and so on Repaginator This is Append with Text set to initiate the new form What the controls represent is shown by the blue arrows ET Repaginator Force10 1pg2 terms rpg oiii DHe FXI E eliaitiAwi Entry 1 S CustomersiAcomlAcom Contact Force Ultest de to Header e la Footer E Data 2 l bata 3 Name Ertry 1 S Daal fl Data 5 Prepend with text fa Data 1 too Append with text yt ntl ton PIFI rms lt New Form Terms A 0 S lt Records 0 and A C p EAF Force10 revi 4 Back to Original Form Form feed at the end Note The Append with Text set must NOT be used when testing the form as these will cause the PDF creator to crash The form can be tested individually but the entire set of forms can only be tested using the production system 150 Terms Form The Terms form is set up as attached In this case the Base Page contains just the heading and footers while EACH SIDE is set up as one Detail Record I have shown the first Detail A page with the numbered term
108. l with delivery options General and or Processing or Filters tabs are the minimum requirements for new queues Shortcuts condense queue properties for the common queues into a single window e Create a blank queue e Clone copy a queue e Create a simple print queue e Create a simple email queue e Create a simple identification queue e Create a template queue FormTrap Queues 19 Licensed to Me 77 printers z E Queues cow Sy p Data folders Archive FS Setup sa Sa 9 e X ss New print queue New e mail queue New identification queue Empty queue Clone Delete Tools Refresh Queue Function Output ad Email Fax File Applicati O Remittance Advice Queues Remittance Advice General L Processing J i Filters Pri Remittance Advice File PostScript Forms remittance EFC statement File As PostScript forms statement SC Documents E Apoio a template d simple Print Queue Forms formtrap MPLATOYHP Col pee 1d simple Email Queue 4PCL forms formtrap Input services o Desire iy Z Line printer LP Y simple Identification Resolve via stmt Y File system 1 stmt test lA PostScript forms statement Ei O da E J 1 simple stmt ASIPCL forms statement 290293105172 3 Notify fa t o ES Iu gt Empty queue To create a new queue e Select Empty queue button from the top menu e Properties Bar presents the General settings e Enter unique Queue name and
109. le A EmailFromType Purchase Order 119 SMTP Recipients SMTPTo SMTPCC SMTPBCC SMTP emailing address of the primary recipient This entry tells FTSpooler to email the formatted FormTrap document to the specified email address This can either be fully qualified username domain com or a Windows address book name Multiple entries may be specified separated by a semi colon These are examples A SMTPTo username domain com A SMTPTo userA domain com userB domain com SMTP emailing address of the secondary recipient This entry tells FTSpooler to email a copy of the formatted FormTrap document to the specified email address This can either be fully qualified username domain com or a Windows address book name Multiple entries may be specified separated by a semi colon These are examples A SMTPCC username domain com A SMTPCC userA domain com userB domain com SMTP emailing address of the blind carbon copy recipient This entry tells FTSpooler to email a copy of the formatted FormTrap document to the specified email address This email address will NOT be appear on the message This can either be fully qualified username domain com or a Windows address book name Multiple entries may be specified separated by a semi colon These are examples A SMTPBCC username domain com A SMTPBCC userA domain com userB domain com 120 Delivery Subj Options EmailBody EmailTitle SMT
110. lesper 1 is inserted between prefix and suffix giving this as the file name SMTPFrom WPG txt from WPG as sales person s initials Populating the required substitution files for both the client email addresses and the Klinger staff email addresses completes the exercise Email address are simple txt files and can be automatically transferred from other systems The result for Klinger is a personalized email from their sales staff member produced and sent within seconds of completing the order This provides better customer service early detection of errors and their correction and better intercompany communications and all fully automatic under FormTrap s control 149 Poster Printing FormTrap is ideal for poster printing as you can manipulate the image sizes overlay them and produce a high quality resulting document combining text and graphics The resulting image can be attached to other documents for example to emailed invoices showing specials for this month and sent at no cost to all people receiving emailed invoices Similarly direct emails to prospects can be quickly organized in house and distributed via FormTrap given a data file containing their email addresses or you could split and send similar or related materials to their last purchase The poster attached represents a typical PDF document with finished size around the 850Kb mark which delivers a high quality output document either printed or visua
111. lto user domain_name com the user domain_name com is identified as the value of an emailto field More information on Associated files see page 93 The advantage of the facility is that each document in any given batch can be handled according to its specific delivery requirements without having to initially separate the jobs in the originating application When either value is blank or the name value entry does not appear the document will be handled according to the Associated file options as set in FTSpooler 19 Filters There are four options for Associated file entries As well as All the delivery method s i e email fax print specified in the Associ ated file and those specified in the queue properties are used e Ignore The delivery method s specified in the queue properties are used Associated file delivery method s are ignored e Overwrite recipients of the same type If the delivery method specified in the Associated file and the delivery method specified in the queue properties are the same e g both print then the delivery option specified in the Associated file is used e Overwrite all recipients Delivery method s specified in the Associated file delivery options are used If there is no delivery method i e recipient specified in the Associated file the delivery method specified in the queue properties will be used Click the Apply button to save the changes Filters modify the input
112. luate 107 gt The unwanted page rule its location and evaluation and the text used to evalu ate are shown in the rules window E Document splitter ftstdsplit File Edit View Entry Rules Options Help Bib F hleaBkl amp XK glee ow Aa OE version 3 21 11 2007 Invoices 144 Credits 12 Pages 186 v Invoice Type Columm Row Length Height Comparison Value Identification 105 4 10 1 Equal to Invoice No R Unwanted p i 108 7 1 Equal to Control Tot ER Snlikker 117 4 A 1 Foal kn QR7AGA Y j M RA Column 108 Row 7 Width 15 Page lofi Configure the Rule Evaluation After defining the identification of unwanted and split rules you may need to configure the rule evaluation for each entry in the rule file Select Evaluation Rules from the Rules menu For each rule type set whether all rules or at least one rule must be satisfied before the action occurs On the Split tab select the correct Split on option Click OK Evaluation rules f E Identification Unwanted page E Split All must match to qualify C Any one matched to qualify m Split on C Match Chana Cancel Help y 108 Save the rule file Save rule file and transfer it to the computer where FTSpooler is installed if Developer s Kit and FTSpooler are installed on different computers The location where the file should be copied can be found
113. moveble Deck E p China LONG bet 10 LG LENGTH E China UOWNG ba a Motaped 0 x MS M METRE r i cans Lon5 be ML MILULITRE ar E rapto 2 ML et MILUMETRE E Cins LON In the form substitution of the literals from the Substitution txt files is shown in this screen shot 212 33 121 212 33 121 Link to field Field E UoM v L OK W Substitute trom fie Suffix ot Mask as Custom Mask mooo Left Right Delete J Input V Suppress spaces only Output Space replaces suppressed character 144 Multi Page Forms FormTrap is capable of generating contracts using either sub forms to move between pages or using detail lines to move between pages Note that FormTrap was not designed to operate in this way but does a great job provided the bulk of the contents do not vary by more than a few lines for each page If you are inserting long blocks of text from data then you may end up with short pages We supply better products including Forms on Demand which is designed to allow form design as well as filling in on computer saving both the data and a PDF of the document Form on Demand allows for logic within the form and is specifically for manual computer data entry whereas FormTrap is designed for automated operations Using Sub Forms as Pages These are the recommendations for sub forms as pages with a limit of 9 pages one for each of the available sub form letters plus the
114. n per customer basis to solve specific problems and tailor the system for your requirements More information on the Replace filter see page 134 Post formatting filters provide access to FormTrap output for example to add documents such as product data sheets to the FormTrap document or insertion of stapling commands for printers The output file PCL or PCLXL PCL6 or PostScript is still to be delivered so now incorporates any modified information Associated file data elements filters access the associated data file The reasons to have associated file filters include lookup of e mail addresses for SMTP adding properties using external database etc There are a few associated filters provided by default e Assoc_add adds name value pair to the end of associated file e Assoc_name_ replace replaces existing name with another name e Assoc_order suppresses values of multiple identical names leaving only the first of the identical names Use Setup top level menu and Filters to see detailed descriptions of the filters 20 There are a number of pre defined filters available in FTSpooler or you can use your own customized program Left click Add Remove Filter to pop up a list of pre built input Filters Click the Apply button to save the changes General Processing Filters print Email Fax File Process Q External input non replicated filters 5 Add Remove Filter Y Western Pre identification filter
115. n Es Queues Y Data folders a Archive IS Core components H3 Archive Settings X Setup Printer selection is modified but not saved D WebEx Document Loader x universal Document Converter y Filters PDF Creator 3 Run Microsoft Office Document Image Writer El ses _ Linotronic 530 v52 3 1 exmark T630 Kyocera FS 2000D KPDL Kyocera FS 2000D dah LP Line printer PP LaserJet 4250 PCL Se E Generic Text Only MJFX DocuCentre 9000 PCL 6 O Volato Woprint jM Print servers plato HP LaserJet 4100 Series PS AA plato HP LaserJet 4100 Series PCL 6 IS E mail Z platoHP LaserJet 4100 Series PCL 5 _ plato HP LaserJet 4050 PS O plato HP LaserJet 4050 PCL 6 IA Monitor F plato HP LaserJet 4050 PCL 5 plato HP Color LaserJet 4600 PS _ plato HP Color LaserJet 4600 PCL 6 _ plato HP Color LaserJet 4600 PCL 5 _ plato Canon iP 100 series O iplato NETGEAR P2 File system Named pipes GA Applications Email FTSpooler offers two e mailing methods Simple Mail Transfer Protocol SMTP and Microsoft Outlook Exchange MAPI To configure the SMTP connection 77 Enter the full domain name of the SMTP server in the Host textbox Choose a login type from the Login drop down menu For login options other than None enter the User and Password to be used by FTSpooler to log into the SMTP server when sending
116. n to be either SMTP or Outlook MAPI e Enter the email attachment title in the Title field You may use an associated file varia ble by quoting the associated file name in square brackets and For Example quoting Your Order PO Num would deliver PO22344 from the associated file line PO Num PO 22344 to give Your Order PO22344 Take care that your data fields do NOT contain characters that are illegal for Windows file names and so on These may cause the email to abort with an error message e Click the Define attachments button to specify the attachment filter s More information on Define Attachmentssee page 21 Enter the Subject line normally overridden by the Associated File name Subj and Body from the standard file quoted in the Associated File name EmailBody or the text entered in Body below More information on Using Associated Files in FTSpooler Queues Properties see page 113 Ifyou are constructing the title yourself you may use square bracketed and associated file fields as for Title Enter valid email address es in the To Ce Bec and From fields 24 e Click the Apply button to save the changes General Processing Filters Print Email Fax File Applications Manage settings for Recipients and Sender SMTP Outlook MAPT To user_A domain com Attachment cc Title email_title Bec Currently defined attachments From user_B domain com PS2PD
117. nd associated data will remain in the archive All recipients in the query delete the information about recipients in the query The files and associated data will remain in the archive The result of this operation is the same as selecting all records on all pages and Delete Selected recipients e Selected jobs all information for the job is deleted All jobs in the query all information for all jobs in the query is deleted The result of this operation is the same as selecting all records on all pages and Delete Selected jobs e Click the Yes button to confirm Resubmit a Job To resubmit a successful or failed job e Select the record to be restarted e Right click the mouse and select the Restart option or click the Restart button on the toolbar Exporting This option is often used to capture data files for testing or for troubleshooting purposes To capture a sample data file e To view the document select a ps or pclxl or pel file i e formatted docu ment e To view the document double click on the process name or select the proc ess name and click the Al icon e Select the input txt file e To save the document select the process name and click the fel icon e Click the button to browse a Destination folder where the file should be saved 56 e Select an option from the File naming dropdown menu There are five options available ID name the exporting file using record I
118. nges to process control logging information saved and user interface presented You need to restart FTSpooler for this to take effect Maximum number of processing threads regulates the number of jobs being processing simultaneously External process timeout seconds provides a timeout for external processes FTSpooler registers an error if control is not returned to it within the specified timeout Logging is particularly helpful in determining problems and troubleshooting Select one of the Log level views No logging Do not keep the log records when running FTSpooler e Normal Keep basic log records when running FTSpooler e Verbose Keep detailed log records when running FTSpooler Click on the View button to see the debug log file To configure FTSpooler s User Interface e Choose the windows start up status to be either Normal Normal with an icon on the taskbar or Hidden with an icon on the taskbar When updating queue properties FTSpooler can Save changes in the following ways e Prompt reminder pops up to ask for whether or not to save the changes e Save automatically changes are saved automatically without any prompts Do not save automatically changes are not saved unless the Apply button 1s pressed in each properties tab The field Initially in the archive show records that are no older than a cer tain number of days monitors the default time frame for the Archive when starts up This number affects the
119. nt system using Separated Files produced from FormTrap You can output a CSV file using the Associated File command like this x FTDesign FT cvthkg_intf A File Edit View Define Draw Go Project Tools Window Help 181x D E BPs Paton Colortas MA o HT ge 100 T tit sh GF mil mos sd mo Cower Jf A BI USO HK OHF te Si AA QARI ESRR AAA A Enter ra Y BAG he PA 5 Te et ALCEE SS we aot et SS at AR SMIPTOS IMIPTO_MAME ADORESS LINE1 ADDRESS LINES ADORESS LIME3 ADORES3_ LINE4 COUNTRY 137 Here we construct Associated File lines with all of the fields required starting with the semi colon separator so this is strictly a semi colon separated file The same is done for the initial Header portion and for each of the Detail and Comment lines as well The Red items are missing the initial hence print and are used for checking the output during testing These are taken out for production subsequent provision in FTDesign to look at the Associated File now makes the red lines redundant This is the output e ee he e Store Counter sintersite Order 08 02 2011 REMARKS PROP CAPS PFL 365 NI 2 32 0032 5641956 et Label 53215 T Spaces etc can be removed if required by masking and there is no maximum length on the output Please note these two items 1 Headings are best done on the Trailer label i e you get one record per input docu ment Details will
120. nts gs My Computer gt 7 a VC ic My Network Files of type Substitution files tat dat me Select the substitution file s to be added and click Open to finish the process j Note Text files must be stored in Unicode in Notepad select Save as Encoding and UTF 8 from the drop down list Delete a Substitution File from the Data Folder To delete a substitution file from the data folder e Select the substitution file s to delete e Click the Delete button The dialog box pops up to confirm the deletion process Click Yes to finish FTSpooler X J amp re you sure you want to delete 1 substitution file s 42 Manage Split Rule Files The single Split Rules folder is at root level Add a Split Rule File To add a Split Rule File e Select Split Rules in the tree structure e Click the Add Split Rules button e A dialog box pops up to allow you to add split rule file s Select the rule file s you wish to add and click Open to finish Open Jeg Look in My Formtrap Load Files E ki p yy 4 1 rule_2 rul My Recent Documents B Desktop My Documents 2 My Computer Geom y gt Cea My Network Files of type Rule files nul lv Delete a Split Rule File To delete a Split Rule File e Select the split rule file s you wish to delete under Split Rules in the tree struc ture e Click the Delete
121. o delete use as the empty replace string Components There are two components to the filter 1 replace exe the executable program 2 replace ini stores character sequences to be identified and replaced and must be in the same directory as the program Both are normally in the same ftinst folder Format of replace ini replace ini is built in sections Sections are set up in the following format section old_string new_string all first Where e section is a name to identify this operation e old string is the string to be replaced e new string is the replacement and e lt all first gt defines whether the replacement should occur on only the first instance or all instances of the string in the file For example a section to select output bin 2 normal on the HP 9040 with the optional HP Q5693A 8 bin mailbox is shown below OutputBin2Normal PJL COMMENT QPJL SET OUT BIN OPTIONALOUTBIN2 0D 0A PJL SET FINISH NONE 0OD OA PJL COMMENT First all on one line Special Characters Unprintable characters eg escape form feed are represented by using a backslash Y character followed by the ASCII representation of the character in hexidecimal format For example the escape character is represented as Y1b any case for characters a f A F 134 we Multiple old string new string all first lines may be provided and are inspected in the order given Already processed replacement str
122. ociated file commands for email address and subject line with provision to link to data A SMTPTo email domain com 99 A Subj Our invoice inv no against your PO po num is attached MM Text object Definition Format Position Font Print rules ZARSMTP ToXemail domain com A8Subj Our invoice inv no against your PO po no is attached A Linked records Sample text Field name Edit lint Email address is included as shown in Example 1 or 2 MM Text object Definition Format Position Font Print rules HRARSMTP ToXuemail domain com HHAH Subj Our invoice inv no against your PO po no is attached Link selection Linked records Sampletet Field name _ email domain com Email inv no Invoice po no PO Example 3 Using Multiple Associated Fields This generates three sample entries one each for Invoice PO Number and Date Refer to Step 3 for usage 100 To Create an Associated File Field in FTDesign Choose Text from the Draw menu or click the Text button in the tool bar Click and drag diagonally to add the text frame Release the mouse and the Text dialog box will open On the Definition tab type the associated file commands for Invoice and PO Number in the Text box A Invoice invoice A PO Num po num A Date doc date MM Text object Definition Format Position Font Print rules BAARInvoicexcinv no t BEARPOE ponum E SAS Da
123. on on Printing from Windows Applications see page 85 e For each printer the device path settings must point to the appropriate LPR printer just created Instructions on how to set up the LPR port in your PC For Windows XP 90 e Go to Start menu Control Panel choose Add or Remove Programs e Choose Add Remove Windows Components and the Windows Components Wizard pops up Check Other Network File and Print Services option if not selected then press the Details button A gred a e ott ss ms ogret dl rd F Co dl es ss ga de e ras A add bow earn PA ore eens To me al echada ca ae arm 9 ini qm gt mt ry ae Other Network File and Print Services COMB v D Mre E as O POD rre Aye t e ua gt len A pee A Ae r Fe n lag bo par sosm sme pas pate be E SE a 91 There will be a list of available subcomponents of Other Network File and Print Services in your PC choose the one called Print Services for Unix Then click OK To add oa emare sr CRA cae Qe Chet bow A faded bow mea fut ore pet Ate aqua wd be rotated lo owe ht retested ss cren coc Daah de a of ther Nemec Fae art Port serena mi Print Services for Unix 0 0 MB Lear natem UNE tere o prso ry prer ra o te A Tha Ge par and Mb a ote or oe De 3 Mb A f ste Click Next in the Windows Components Wizard Screen to finish installation 92 Associated Files What are Associated Files The Associated
124. or the application if required otherwise key the hyphen meaning no recipient e Click the Add Delete button to edit the filters e Click the Apply button to save the changes SUITE IET RIU General Processing Filters Print Email Fax File Applications Applications l not assigned Properties Name not assigned v Recipient Tf your application does not deliver a document to the recipient please place the hyphen character in recipient name Apply Restore Help Print to ANY Windows Printer Overview This facility is only available for PCLXL PCL6 files where the Print to ANY Windows Printer chargeable option is included in their FormTrap system Files must be generated through a queue with a Data File showing the PCLXL PCL6 symbol To print to other Windows printers use a filter for each different printer you want to print to 31 The table shows relative file sizes from which the demands of the process especially for PostScript is shown Converted files are larger by a factor of 20 30 over the equivalent direct outputs although the PDF file produced from PostScript is still small and efficient A four page Accounts Report formatted with FormTrap in Arial True Type font compressed down from a seven page original was used as the text file The form file and data files may be downloaded from here Download PCLXL to Any Windows zip Printer used is an
125. r licensing E mail Applications Remove from list Printer Licensing FTSpooler is licensed to a given number of printers The list of printers is copied from printer servers known to FTSpooler and must include one local or networked laser printer with PCL5 or PCLXL PCL 6 or PostScript driver If you have Version 7 1 or above you may tick and print to other printers drivers using the Print to ANY Windows Printer option from files output as PCLXL using a filter GUI drivers such as PDF drivers WILL NOT WORK and will time out GhostScript PDF conversion from PostScript is provided 76 Note FormTrap produces print ready files for laser printers and requires just the physical address hence you may choose just the one driver for a given printer say the PostScript driver and print in PCL5 or PCLXL or PostScript to it Some older deficient printers may not operate with Unicode test files are available within the Knowledge Base keyword Printer Test This DOES NOT apply to the Print to ANY Windows Printer option which relies on the driver Observations on specific printers that fail are available form the KB keyword Print More information on Print to ANY Windows Printer see page 31 More information on Print Servers see page 75 To configure printer licensing e Check the printers in the list that you wish FTSpooler to print to up to the max imum number of licensed printers e Click the Save button CoD connectio
126. reating a FTSpooler Queue see page 4 88 The following table splits the different UNIX based platforms on which FormTrap runs according to their basic printing subsystem Use the table below as a reference guide when setting up Unix Systems for use with FormTrap System V BSD SCO Open Server Linux SCO Unix Ware FreeBSD Linux Binary Sun Solaris HP Compag DEC Tru64 HPUX IBM ATX is a special case and does not fall under either category Please contact us to configure FormTrap to run on IBM AIX For a System V UNIX print subsystem Description of steps Commands Configure your PATH environment PATH PATH ust bin usr sbin variable Shut down the print subsystem ipshut Create the print queue ipadmin pftqueue v dev mull mrmodel This creates local print queue named icmrcmodel ozmramodel ob3 ormnt_server fiqueue headed for the remote print orpftqueve queue 1p fqueue on the remote This should be typed as one lone line machine m nt_server Enable the new queue for use enable fiqueve accept fiqueve Ensure that you are runnign the program usr bin enabie and not a shell builtin of the same name Bring the print subsystem back up Ipsched To view and check the configuration ipstar pitqueve and status of this queue Print to this Queue To print to this queue use the ip dftqueue myfile command 89 For a BSD UNIX print subsystem Description of steps Define the print queue Define a print queue
127. rint Queue A FORMS formtrap i ep a simple Email Queue lA PostScript forms Formtre gt sad Print 11 38 2 star Failure T Archive AIF Simple Identification RESOLVE VIA stmt a Formtrap 3 P A C Number of days to keep records print gt a exit eis 8 Delivery 2 print Apply pitta Statement 11 38 23 lt my Ri Ka Mm gt 83 A red light flashes indicating an error has occurred Click to go to the Errors view of Archive for troubleshooting _2 FTSpooler Small Business Edition FormTrap Queue Function invoice Email As PostScript forms taxinve invoice Print AS PostScript Forms taximwc O invoice QUEUES Invoice Email 1 ioca cc RESOLVE VIA ftstdsplt Purchase Order Email PostScript forms purcha Purchase Order Print Purchase Order WE statement Email statement Print A PostScript Forms purcha QUEUES Purchase Orde PostScript Forms statem PostScript Forms statem statement IRESOLVE VIA stmt O Remittance Advice QUEUES Remittance Ad Remittance Advice File PostScript Forms remitta statement File As PostScript Forms statem simple Print Queue ASFORMS Formtrap simple Email Queue As PostScript Forms Formtre O Failure B simple Identification RESOLVE VIA stmt Submit Queue via Network Queues 17 Licensed to Me 77 printers S 3 Queues E Data folders Archive GS Setup
128. rmation on File system see page 84 Named pipe allows the user to pipe data from their application to a queue provided the application is able to directly use a pipe FTSpooler generates a pipe called Serv erName pipe QueueName where ServerName is replaced with dot if writing from an application on the FormTrap server to the queue on the same machine More information on Named pipe see page 84 11 Notify notifies users about completion of a job via e mail Choose to notify on success notify on error or always notify from the Notification Type dropdown menu Enter a valid email in the E mail address line Archive enables you to specify the Number of days to keep the records for this queue No recipient to the queue is reported as an error if the option Treat absence of recipients as an error is checked This reports an error when no direct output such as an email recipient is activated for a document Keep replication order processes split documents from the one input file in arrival order effectively single threading the queue This is the default and can be unticked Unticking allows multiple threads to the limit in Setup Settings Maximum threads meaning the job will process faster with unpredictable output order Click the Apply button to save the changes Security for File system and Named pipe This setting determines which users or groups have write permission to this queue meaning you have tight
129. rms formatting Data Seal z 2 Queues replication Ps Formlrap y Add remove queue i ze TCG Invoice Statement A Forms Formatting Associated file entries 42 Queues replication ea ES Addjremove queue 4 TCG Monthly Statement gt PurchaseOrder A Forms formatting a O Queues replication Add remove queue 42 TCG Purchase Order gt Remittance Advice A Forms formatting 42 Queues replication Addjremove queue 43 TCG Remittance G9 ID FAILURE A Forms Formatting 4 add remove Form A error report 42 Queues replication Options xcolor ERS As well as v ai Configuring Associated File entry options To configure the Associated File entries options e Open FTSpooler Inthe Queues Window select the queue you need to configure e On the Processing tab of the Properties Bar you can see four options for Associated File entries e As well as all delivery method s email fax print specified in the Associ ated File as well as those specified in the Queue properties are used e Ignore the Associated File delivery method s in the Form are ignored e Overwrite recipients of the same type If the delivery method specified in the Associated File and the delivery method specified in the Queue prop 112 erties are the same e g both email then the delivery option specified in the Associated File is used e Overwrite all recipients Deliv
130. s 5 Add Remove Filter A Post formatting filters 5 Add Remove Filter W PS2PDF ers o Associated file filters are used to modify the content of associated data file ry Define Filters In the Filters window select the input document type from Show filters by input type dropdown menu this returns a list of available filters Select a filter to view its description below click Add gt to add it to the Active Filters list Order of execution of the filters can be changed using the four buttons to the side First the selected active filter is moved to the top Up one the selected active filter is moved one position up e Down one the selected active filter is moved one position down 21 e Last the selected active filter is moved to the bottom Filters Available Filters Active Filters in order of execution Show filters by input type PS2PDF First se PCL and Postscript pel ps Up one PS2PDF EA ps2tiff works Converts PCL to tiff Use generally for Faxing purposes Make sure your formatted data is PCL Toremove a filter select an Active Filters and click Remove e Click the OK button Print To print FormTrap documents FTSpooler needs a PCL5 or PCLXL PCL6 or PostScript compatible printer installed on the system FormTrap uses only the printer s physical location and needs only one printer defined to print in any of that
131. s Forms within the load ASC file are added to the data folder Reload the Forms of the Data Folder To reload the data ASC file to the data folder 39 e Select either the data folder name i e formtrap in our example or Forms underneath 3 FTSpooler Small Business Edition m FormTrap Data folders his Licensed to Me 77 printers fs Data folders E Sy E Archive FS Setup ey Folder properties A Reload forms S2 Add da A bstitution fil XK Delete 3 Refresh Split Rules Folder Bl Substitutions Forms E Data L Dependent queues 4 formtrap Forms L Dependent queues i statement 13 cheque e Click the Reload forms button e The dialog box pops up to locate your load ASC file e Select the load ASC file to reload and click Open to finish the reloading process All previous forms are removed and new forms added Update the Properties of a Data Folder To change the properties of a data folder e Select the data folder to update e Click the Folder properties button e Data folder dialog box pops up 40 e Change the Folder Name or the option Use private substitution files for this data folder Click Ok to finish Data Folder E Folder Mame Formtrap Use private substitution files for this data Folder Delete a Data Folder Unused data folders can be deleted from the system Select a data folder to view its details in a tree struct
132. s and Settings username Application Data TCGIS Archive mdb Note You must have the FireBird service running for conversion of Archive To locate components 124 e Initially the Path column is blank uninitialized Version Upgrade Location of components for FormTrap Spooler versions 4 0 to 6 4 Click Locate components to automatically locate previous version files Locate components Edit component location Component Path Queues Forms Rules Settings Archive Convert all components Convert selected component Location of the configuration file For the new version of FormTrap Spooler C ifthome y config xml Conversion report e Click on the Locate components button The Select Installation screen pops up with a list of available Installation IDs which refer to the windows user IDs Multiple Installation IDs are displayed as the machine may have more than one 125 login The Installation ID that last modified a queue is recommended and always listed first Select Installation E Located installations Installation ID Last time queues were edited Recommended 5 1 5 21 3607604850 1974884577 1546712997 1182 16 10 2008 3 30 34 PM 5 1 5 18 File does not exist Components for installation selected from the list above Component Path Queues C Documents and Settings selinal Application Data TCGIS Ftspool dat Forms D TCGIS Archive FTDataRoot Rules DATCGIS
133. s deleted space from the database returning it to the system as free space Note Setup of the archive on another machine is not a part of these instructions Please contact support formtrap com for details and a quotation if you would like your system set up this way e Select the Server location IP address from the dropdown menu localhost means the database is located on the local machine e Enter the Folder name and make sure to use drivers that are local to localhost server Start or Stop the Local database service and check status Jobs in Archive View will only display if the Service status is Ok Note It is not recommended to stop the Local database service as FTSpooler stops operating The only case would be to obtain a cold backup of the database 66 The current File size can be found in the Maintenance section A Core components 13 Archive LE Settings F Filters 3 Run File System LP Line Printer Named pipes HE K Print servers Printer licensing Ly Ha E mail Applications Database server and archive location Server location 1P address localhost i v The database is considered to be local if the server s IP address is localhost Folder use drives that are local to the localhost server oFthome s Local database service Service status Ok Maintenance Create file Delete file File size 24M Progress The FireBird DB operates as hi
134. s in the Notepad In our example the for matted statement will be emailed to support formtrap com or second exam ple faxed to 61293105172 Where substitution files contain characters above hex 127 examples currencies Y symbols O TM Q foreign letters O B etc or smiley faces substitution files MUST be saved in UTF 8 format Notepad gt File gt Save as window Encoding prompt 96 UTF 8 from the drop down list 5 Email TCGO1 txt Notepad MAX File Edit Format view Help support formtrap com Fax TCGO1 txt Notepad File Edit Format wiew Help 61293105172 e Save the file s into the Substitution Folder Data folders Add substitutions files from the menu bar The text file name must include client identifier e g include customer number in the substitution file name TCGO1 in this example This is the Associated File text object to notify FTSpooler to deliver a fax to the client To create a variable substitution field Choose Text from the Draw menu or click the Text in tool bar e Click and drag diagonally to add the text frame Release the mouse button and the Text dialog box will open 97 e On the Definition tab type a sample customer number in the Text box MM Text object Definition Format Position Font Print rules HHABW2KFaxt Sees Link selection Linked records Sample text_ Field name _ e Highlight the sample customer num
135. s split into two columns and the bolded headings set up as separate objects The first line of text for each section starts after the terms heading which is bold and must be spaced past the heading by eye ee e mewe This is the text for the first paragraph with the initial spaces enough to clear the bolded heading Text object E Terms ixt Notepad ETE ed 151 You MUST also set up this as shown in Tools Options Options FTPreview Custommask PostScript Resident Fonts Preferences Folders Datamap PCLBins Project Defaults Font usage Al V Prefer TrueType Fonts IV Always build fonts Printer ls C System Additional Unicode subranges Entire Unicode 0 FFFF Add Delete MICR C Program Files TCGIS FT Design MICR TCG SOFT gt C To test the entire set 1 Insert the Append with text lines as above 2 Build the project with Project Settings quoting the above Unicode subrange 3 Load the forms into FTSpooler and test the entire set s there Quantity Masking Whole or Decimal This question comes up occasionally particularly with ERP systems where the excess decimals are there to cover all bases and are rarely used by most of the FormTrap customers This particular data file has four decimals of quantity Most quantity data is whole numbers with the bulk of the remainder having two or less decimals Four decimals occurs usually where the quantity involves 1 3rd and
136. s used to modify or format the wom document Some processes show additional information after a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is followed with the document filter name e Document Type the file type that is produced by the process txt is raw data pel or pelxl or ps are formatted and print ready documents More information on Exporting Files see page 56 o Queues g Data folders S Archive SS Setup ll all Delivered LX Errors ch Data Replication 2 Formatting Working X Clear all Apply Filter Queue Date range From Date 16 08 2008 v Time 4 16 59 PM wr L To Date Time Date Time Queue 12 09 2008 3 53 41 PM Statement File 12 09 2008 3 53 41 PM Statement File 12 09 2008 3 51 02 PM Statement File 12 09 2008 3 51 02 PM Statement File 11 58 42 4M simple stmt 11 41 01 4M Statement File 3 09 2008 11 41 01 AM Statement 3 09 2008 11 41 01 4M Local 3 09 2008 11 40 33 4M Statement Email 3 09 2008 11 40 33 4M Statement 3 09 2008 11 40 32 4M Local 3 09 2008 11 36 48 4M Statement Email 3 09 2008 11 36 46 4M Statement 3 09 2008 11 36 47 4M Local 3 09 2008 11 33 49 4M Statement File 3 09 2008 11 33 49 4M Statement 3 09 2008 11 33 49 4M Local Searching and Filtering panel View Errors Page Wm lt a Refresh
137. security control over who is allowed to send data to FTSpooler Default is the common selection and provides the same inherited security setting as the folder above the queue folder Unrestricted provides full write permissions to all users while Access control list allows addition removal of specific users or groups allowed to write to this queue ON Security A X Access O Unrestricted Access control list Users Groups Domain User System To add the Users or Groups for Access control option click Add button and enter Name and System name for the user User Ax Name 12 The Line printer selection unlike File system and Named pipe uses IP Addresses to secure jobs The Add locals button automatically adds all local IP Addresses to the list Flip permission allows the selected IP Address permissions to be set to the reverse of what is currently shown i e locked or unlocked Security IP Addresses use dotted form 8 192 168 B 172 31 172 16 172 17 Y 172 18 B 172 19 PT 172 27 ped locas Flip permission Remove File system Folder options In this dialogue box define whether this queue folder is shared across the network Folder options x O Share O Do not share e Unchanged FTSpooler does share or remove share for the folder The system administrator takes responsibility for sharing this folder on the network
138. ses show additional information after a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is followed with the document filter name e Document Type the file type that is produced by the process txt is raw data pel or pclxl or ps are formatted and print ready documents An additional error description panel displays extra information for troubleshooting e Process Error Description a brief description of the process generated error FTSpooler Error Description a full description of the error in FTSpooler Process errors show the best information available The information may not be meaningful or very relevant There is no additional information available from log files More information on Error Messages from FormTrap Spooler see page 61 48 More information on Exporting Files see page 56 S 3 Queues ES Data folders B Archive SS Setup al all Delivered Errors El Data 4 Replication lt Formatting Working X Clear All Apply filter f Page im 4a Refresh XX Delete Restart fel save Al view T 5 niis Queue To Recipien Date Time Queue Process name Document y void 22 07 2008 2 31 11 PM TCG Monl Restart txt 9 void 22 07 2008 2 31 11 PM TCG Monl Formtrap 1statement txt Y woid 22 07 2008 2 31 04 PM TCG Loca Y woid 23 06 2008 11 46 27 AM Sample_F Y keal 23 06 2008 11 46 07 AM nn Sample
139. sually this option will not be changed with the default port number 515 used by the Print Daemon Contact Us for more information on this feature e Click the Save button Start or Stop and Start the File System LP Named Pipes input service and check Current state is Ready 73 More information on Submit Queue via Line Printer see page 85 Core components T Enable at start up 13 Archive A Port Settings Y Filters 3 Run File System 2 LP Line Printer Current state ar Named pipes Ready C p Print servers Printer licensing a E mail Applications Named Pipes This option allows the user to pipe data from their application to a queue provided the application is able to directly use a pipe FTSpooler generates a pipe called ServerName pipe QueueName where ServerName is replaced with dot if writing from an application on the FormTrap server to the queue on the same machine To configure the named pipes options e Tick the Enable at start up checkbox to enable pipes at FTSpooler start up You need to Stop and Start as below for this to take effect Enter the Pipe prefix e Press Save Start or Stop and Start the service and check Current state is Ready 74 More information on Submit Queue via Named Pipes see page 84 LEY connection Queues SY Data folders w Archive R Core components Sy A Setup f 3 Archive Server name Sett
140. system every selection Delivery selection v2 LP Line printer Find PROJECT replace with Std FTLedePrnt Auction Lebel to Pos HP9040 Bin 2 Normal output Named pipes MBF Acd Traler as Hdr TN pep Pano MBF Renag RemHdrs reac ce i Payment inital repaginate Arguments Printer icensing ees to TIFF PCLYL to any printer OuiputBin 2Hormal Emai PCLYL to Canon iP 100 on Plato Monitor PostScript to PDF PostScript to TIFF Preliminary Cheque Filter Input type txt Remove Leading Nuls Remove PCLS escapes txt v Replace data name bici Replace data name v2 Replace TRE Project Y Check status TE Estimate Project Require output TIFF rotate a T Western Y Use standard input output Hide console wi fail for GUI application Hide GUT window willl fad for console Cre Coe Ge 136 Special Forms This section gathers a number of article previously published in the Knowledge Base on the website www FormTrap com The articles describe and provide examples of special forms and documents that FormTrap can handle CSV Output File Comvita NZ Medical Honey company use a third party fulfillment system in Hong Kong to fill orders and required an automated way to get the data from their QAD picking invoicing systems to the third party After discussion with TCG we designed a form to pass the data to the third party computer fulfillme
141. t Copyright 1995 2011 TCG Information Systems Pty Ltd All rights reserved CONTENTS Getting Started 1 Introduction to FTSpooler SBE Edition 1 Gening Stoned units AA dies had 1 Immediately after Installation 0 00 c eee ee 2 Queues 3 What is a Queue Confirmation about Queue Parameters Change ooo oooooooo 4 Create a Queue 4 Empty Queue sca ste sce bee Senha do oe 5 Clone copy a queue 2 teens 6 New print QUCUG ssi Eea a eae Boge eee dd bode Ra 6 New email queue 2 eens 7 New identification queue 2 1 6 eee 8 Create a template Queue 1 een eens 9 Delete a Queue 9 Delete AQUEUO comica A oe A a Big Aa RA 9 Queue Properties 10 General vta a a ts A A dt IA ee 10 POCOS a ba 14 Filters es ge eal ea Sued a a tid A a ached oo te esas tls 20 ST a nais Since cate sect AN 21 POE a A sacs Ted tind RE ad fel hat A ea Ds Bere A en ale teas Bo bata ede 22 Piel ia hates Wry iodo Pt ten Aah da tials od poe nes teeta Poo hd aa th A eed 23 How Email is handled by the Spooler 0000 0c eee eeeee 25 AK et ret chee eset Lae cata Ss earn aaa A O E TI 26 Fil db each A a eae AA Arter ned eed oi do 29 Applicatlonss 2 seu Ais A heey hades Lay fee ei epee eas 31 Print to ANY Windows Printer 31 OVOEIVIOW se sresra sk tothe See eee si as Deke arate omar ie eo io be cleo 31 SOUP Gece o o Sameera cae ay aerate ai Sathana eben ata 32 To Define a New Filter tronos
142. t invoice Print 4 PostScript forms taxinvoice E VPLATO D Invoice QUEUES Invoice Email Invoice Print Queue name Invoice Email P Local FSRESOLVE VIA ftstdsplit pora Input E Purchase Order Email PostScript forms purchaseorder supporte Input services Purchase Order Print PostScript Forms purchaseorder cAivptato Line printer LP Purchase Order QUEUES Purchase Order Email Purch Fit system gt statement Email PostScript forms statement jselina t Named PPR Senor n Y Statement Print PostScript forms statement PLATO O statement RESOLVE VIA stmt Notify Remittance Advice QUEUES Remittance Advice File Ene Type z Remittance Advice File A JPostScript forms remittanceadvice C Do not notify My tatement File PostScript Forms statement c Docu E mail address name domain Y simple Print Queue FORMS formtrap E VPLATO simple Email Queue PostScript forms Formtrap Failure T Archive Y simple Identification H RESOLVE VIA stmt a gt C Number of days to keep records gt The top navigation bar shows Connection Queues Data folders Archive and Setup e Connection connect clients to FTSpooler Server on the same machine or remotely over the Windows network or the Internet e Queues window is used to manage queues The concept of the queue is central to FTSpooler and queues are normally allocated to specific delivery points printers Each queu
143. t These are examples A W2KFAXBody message text A W2KFAXBody C FolderName filename cvp Path for write to file option This entry is used to set the directory path for the write to file option in FTSpooler This is an example A OutFolder C FolderName Recipient fax number this is the only entry for Prodocom Fax Service A NetFax 1 222 333 44444 123 Related Batch Processes These separately run programs update system information Home Locator changes the folder for the Spooler specific files indicated by fthome and is normally changed to a separate drive as archive information becomes more extensive than originally planned Settings Merger updates system files in response to a file sent from FormTrap Support and Sales This is normally number of printers upgrades but may include the client name where the client advises a change in ownership Version Upgrade is run when updating to differently numbered version of FormTrap Spooler eg v6 to v7 Version Upgrade Locate Components Version Upgrade needs to locate the components of FTSpooler such as queues forms and rules before it processes the conversion Components that may not be obvious include e Settings which are transferred from V6 registry files into the XML equivalent in the Version 7 e Archive transfers data from the V6 successful jobs archive Microsoft DB to the V7 FireBird DB Standard location for Version 6 is C Document
144. t the Conditional Processing rules Print Rules tab for each of the objects which are overlapped and shown in different colors Title Initials Called Name Last Name Dear Ms Kyle Saunders Dear Ms Saunders Dear Ms Kyle Saunders Dear Kyle Saunders Dear Ms Saunders Dear K Saunders Dear Kyle Saunders Dear Mr or Ms Saunders 154 Widow Orphan Size Writing Letters The Widow Orphan size element of a label can be used to check for enough room to print the trailer information on the last page For instance if we want the detail box to extend to the bottom of every page except the last page where the trailer information will print at the bottom of the page To do this we need to have a test label The test label is the last label called and is used to check for sufficient room at the bottom of the page for the trailer information to print If there is not enough room FormTrap breaks to a new page and will print any remaining information on the next page To do this we 1 Select Add Label from the Define menu 2 Give the Label a Name Layer ID and Height 3 Set the Widow Orphan size to the size that the Totals information occupies 4 Click on the OK button Dunning and follow up letters are a key part of managing your financial exposure especially in hard times like right now FormTrap is an effective and excellent letter writing tool allowing a variety of letters of different tones from a very simple data f
145. t to directory A complete list of reserved names is displayed below Entry names are not case sensitive Note 1 Associated file Reserved Names with no following values ARE IGNORED Hence an SMTPTo will NOT be delivered to SMTP it will be ignored 2 Recipients on Associated File are accumulated This is in contrast to non recipients where the first value only is used Examples Smtpto paul lt paul formtrap com joe lt joe formtrap com gt Smtpto adam lt adam formtrap com gt Emails to all three recipients Non recipient are different only the first value is used Smtpfrom paul lt paul formtrap com gt Smtpfrom adam lt adam formtrap com gt Email is from paul only 116 Associated File Reserved Names To see this table online see http www formtrap com enterprise v7 5 manuals en associated_files_reserved_names h tml Delivery Reserved Name Description y Recipients Primt Windows Printer name This entry tells FTSpooler to print the formatted FormTrap document using the specified windows PCL PS printer Ensure the Windows printer name is used and NOT the printer s network path This is an example A Print HP LaserJet 4100N PCL6 MAPI Recipients EmailTo Email address of the primary recipient This entry tells FTSpooler to email the formatted FormTrap document to the specified email address This can either be fully qualified username domain com or a Windows address book name Multiple entries may be speci
146. tabs notably Print New print queue This is a short cut to create a simple print queue from a template queue e Select New print queue button from the top menu e The Simple print queue dialog box pops up Enter the Name of the queue e Choose the Template to copy e Choose the Form to be used in the queue The available forms from the dropdown menu display in the format of form name datafolder name for instance statement 6 formtrap where statement is the form name and formtrap is the datafolder name e Select a Printer from the dropdown menu pte print queue E Name Simple Print Queue Template ps template a Form Ps purchaseorder Formtrap Bl Printer PLATO HP Color LaserJet 4600 PS wl e Click OK New email queue Use this option if you have an email template queue to copy To create a simple email queue from an existing template e Select New e mail queue button from the top menu e The Simple email queue dialog box pops up Enter the Name of the queue e Choose the Template to copy e Choose the Form to be used in the queue The available forms in the dropdown menu display in the format of form name datafolder name for instance statement formtrap where statement is the form name and formtrap is the datafolder name e Select either SMTP or Outlook MAPI for the Engine option e Fillin the Title Subject and Body of the email Use an associated file variable
147. te see Z ka Linked records Sample tet Field name _ inv no Invoice Number po num PO Number 101 e Link the fields to data as shown doc date shows custom masking to produce 2010 05 14 as output MM Text object A HAR Invoicexuinv no t HARPOR ponum H 2A2Datefdue dates E Invoice Date Ea T Substitute from file Cancel Prefix Suffix Mask as Die vv Input format Year Month Day y Output format Language dependent v Language English United States y Format options Custom v Custom format YYYY MM DD Step 2 Define appropriate identification and split rules in FTSplitDef Configure FTSplitDef to identify the file and to split it into individual documents Each individual document can be then delivered to an individual recipient This step is optional and is normally used when a multi document file needs to be split to deliver to multiple individual recipients e mail fax etc Create a New Entry A new entry is created for each different type of document that is recognized The identification unwanted page and split rules can then be configured e Select New from the Entry menu or click Add new entry button e Inthe Entry box give a meaningful name to the entry such as document type Set the Maximum number of rows per page of the sample data Note For Records Mode Files maximum number of rows per page is always 1 Entry X Entry name Invoice
148. tement_File Statement File Statement_Print Statement Print ID FAILURE Failure e Click OK Create a template Queue A template queue can be created as the to copy queue for other queues that share it s standards To create a template queue Right click and select New template from the list e Update the queue properties in the Properties Bar at minimum Queue name on the General tab e Save the queue as a named template e Describe the queue in the name for example Print Queue PCL and set all of the standard tabs to match your most common queue type Delete a Queue Deleting a queue also removes link s to other queues requiring manual reconfiguration ifthe deleted queue is referenced Delete a queue To delete a queue Select the queue s to be removed e Click the Delete button or right click the queue s and select the Delete option e A dialog box pops up to confirm the deletion process Click Yes to finish or No to fix the listed queue s first Ifthe queue is in used in any other queue s reconfigure those queues manually FTSpooler The Following queues have references to this queue 2 TCG Local report You will need re configure them manually OK to delete Write down the queue names indicated and fix them immediately Queue Properties Select the queue to change by highlighting it Update the queue settings in the Properties Bar
149. the Batch Update window Select Set queue owner Enter the user s name in New value Set Scope to Selection Click the Update button to finish 37 Data Folders Manage Data Folders Data folders store the expanded contents of your FormTrap load ASC file created in FTDesign as well as rule files and substitution files The contents include the form s definitions and data related to front and printer handling used by the formatting processes Create a Data Folder To create a new data folder e Select Data folders from the top Navigation Bar e Click the New Folder button The Data Folder dialog box pops up Enter a Folder Name for example formtrap The Use private substitution files for this data folder option permits the data folder to have its own substitution files instead of the common substitution files More information on Add a Substitution File see page 41 e Click OK Data Folder E Folder Name Formtrap Use private substitution files for this data Folder 38 The dialog box pops up to allow you to locate the load ASC file Open Look in B My Formtrap Load Files vy Q i E gt Ey E Ed statement_april asc 4 E statement_may asc My Recent Documents E Desktop My Documents My Computer File name In My Network Files of type Load files asc ia e Choose the load ASC file to add and click Open to finish the reloading proc es
150. ttom order You can select multiple records and save their documents You can view a document in the appropriate viewer e Process Name shows the name of the process used to modify or format the document Some processes show additional information after a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is followed with the document filter name e Document Type the file type that is produced by the process txt is raw data pel or pclxl or ps are formatted and print ready documents 45 o Queues g Data folders More information on Exporting Files see page 56 Archive N SS Setup al all 9 Delivered 5 Errors cb Data 4 Replication s Formatting Working X Clear all Apply filter Status Do not Filter Queue Date range From Date Time 1 05 2008 v 3 43 27 PM 2 w C To Date Time Searching and Filtering panel Status Error Success Y Success Y Success Y Success Success View Delivered Records Page efi gt Date 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 30 07 2008 Time 4 44 58 PM 4 44 58 PM 4 44 57 PM 4 44 55 PM 4 44 54 PM 4 44 54 PM 4 43 14 PM 4 41 5
151. um value printed Alternative is to use Amount Numeric and define the field as Use input separator with two output decimals which rounds the decimal portion 4 Finally and at high magnification align the whole numbers on top of each other using the arrow keys and Nudge distance of 1 for final alignment 51 000 55 A PDF from the example form and data file shows below 100039 70 100045 40 100041 2 50 This question was put by Scholle Corporation who uses FormTrap globally and have policy decisions on rationalization of their computer outputs such as this one 153 Salutation Masking Salutation masking from generic files with Last Name and optionally containing Title Initials and First Name presents problems for the user especially if the local rules are intended to provide the most acceptable salutation for the addressee This is the data file we ll use it contains all of the possible variations for a total of 8 different combinations Ms A K Kyle Saunders Ms K Saunders Ms Kyle Saunders K Kyle Saunders Ms Saunders K Saunders Kyle Saunders Saunders We ll use Conditional Processing to identify the different combinations and to provide the best fit salutation from the available data Note that unless we have no Title the II LastName format is least preferred The Form Definition is attached and the required output is shown below with its original data You will need to look a
152. ure Expanding the tree will show all queues that use data folder When a data folder is deleted these queues become invalid since they still refer to the deleted data folder Edit the settings of these queues to re assign a valid data folder before deleting To delete a data folder e Select the data folder to delete e Click the Delete button e A dialog box pops up to confirm the deletion process Click Yes to finish FTSpooler E e Are you sure you want to delete the data folder FormTrap Manage Subtitution Files FTSpooler allows public and private substitution files to be applied to data folders A data folder may use either its own private substitution folder or a single public substitution folder Add a Substitution File to the Data Folder To add a substitution file to the data folder e Select Substitutions in the tree structure either at root level public or within a specific data folder private To see a private substitutions folder the option Use private substitution files for this data folder must be checked in Data folder properties More information on Update the Properties of a Data Folder see page 40 e Click the Add Substitution Files button 41 The dialog box pops up to allow you to add the substitution file s Jes Open Look in My Formtrap Load Files OP emn P y E t id E substitution_file_B txt My Recent Documents B Desktop My Docume
153. ut clicking on the Apply button will receive the pop up confirmation window You also need to decide on the Future behavior Keep displaying this window Do not display this window instead save changes or Do not display this window and do not save changes Alternatively the Save changes option can be configured in the User Interface under Setup Settings tab More information on Configuration on Save changes Interface see page 68 Queue paramenters change Ax Queue Purchase Order Parameters of the queue may have been changed Would you like to save changes Don t save Future behavior Keep displaying this window Do not display this window instead always save changes O Do not display this window and do not save changes Create a Queue Once a data folder is created and loaded queues are created to accept identify and route and or process incoming data A template queue is available grey and at the bottom of the Queue list and can be modified or new ones added to be models used by the New TYPE queue options on the menu We would normally recommend a template queue for each of the three shortcuts To create a new queue or modify an existing queue configure queue properties in each tab in the Properties Bar located in the right side of the FTSpooler Window General Processing and Filters specify how to identify and build FormTrap document whereas Print Email Fax and Applications dea
154. ut no PCLXL file can be found actual input type is TXT hence the process must be Process PCLXL to any printer wrong path pclxlprn exe Check by looking at the Archive All display of files at the right if this shows for example pel or ps files you are using the wrong filter program in this queue Printer Errors EOXxxxxxx FormTrap Server ignores the highlighted errors from the list below If you want additional Printer Errors ignored in your site please notify Support FormTrap com PRINTER_STATUS_PAUSED O0X00000001 PRINTER_STATUS_ERROR 0xX00000002 PRINTER_STATUS_PENDING_DELETION 0X00000004 PRINTER_STATUS_PAPER_JAM 0X00000008 PRINTER_STATUS_PAPER_OUT 0x00000010 PRINTER_STATUS_MANUAL_ FEED Ox00000020 PRINTER_STATUS_PAPER_ PROBLEM Ox00000040 PRINTER_STATUS_OFFLINE 0xX00000080 PRINTER_STATUS_IO_ACTIVE 0x00000100 PRINTER_STATUS_BUSY 0xX00000200 PRINTER_STATUS_PRINTING 0xX00000400 PRINTER_STATUS_OUTPUT_BIN_FULL 0X00000800 PRINTER_STATUS_NOT_AVAILABLE 0x00001000 PRINTER_STATUS_WAITING 0x00002000 PRINTER_STATUS_PROCESSING 0X00004000 PRINTER_STATUS_INITIALIZING 0xX00008000 PRINTER_STATUS_WARMING_UP 0x00010000 PRINTER_STATUS_TONER_LOW 0x00020000 PRINTER_STATUS_NO_TONER 0x00040000 PRINTER_STATUS_PAGE PUNT 0xX00080000 PRINTER_STATUS_USER_INTERVENTION 0x00100000 PRINTER_STATUS_OUT_OF_ MEMORY 0x00200000 PRINTER_STATUS_DOOR_OPEN 0x00400000 PRINTER_STATUS_SERVER_ UNKNOWN 0x00800000 PRINTER_STATUS_POWER_SAVE 0x01000000 PRINTER_STATU
155. vice within your system such as Email This applies particularly where individual documents are delivered individually Once a process such as Printing is turned off the scheduled jobs can be managed from the Archive and either deleted or moved 81 The Delivery Monitor can be accessed from Setup Delivery Monitor LAY connection Queues Y Data folders w Archive SS Setup Delivery engine Status a Print Not running l File Ready P JE mail smtp Not running P JE mail outlook Not running UE Fax Not running File system G Application Ready lb Replication Ready LP Line printer Applications N E To disable a Delivery engine e Select the Delivery engine s you want to disable e Click the Stop button To enable a Delivery engine e Select the Delivery engine s you want to enable e Click Start 82 Submit Submit Input Data for Job Processing Once queues are created you may produce and deliver FormTrap documents by submitting data to the queue input folder or named pipe or by printing to the line printer TCP IP printer In addition you can drag and drop files with txt and dat extension to the FTSpooler main Window and drop directly into the required queue Activity Monitor Activity Monitor shows the real time job processing and delivery information in brief on the pop up right hand side panel To minimize the monitor panel click on the O button
156. window Data Input File System This option allows the user s application or a copy statement to write a file directly to the queue folder To configure the file system option e Tick the Enable at start up checkbox to enable the file system option at FTSpooler start up e You need to Stop and Start as below for this to take effect e Alter the location of the Folder being watched if required e Click the Save button Start or Stop and Start the service and check Current state is Ready 72 More information on Submit Queue via Network see page 84 Core components T Enable at start up J Archive 8 Folder being watched Settings Filters Fthome vol input 3 Run i File System 9 LP Line Printer Current state Named pipes Ready A Print servers ga Z Printer licensing 4 E mail Applications LP Line Printer This option allows FTSpooler to listen for print requests from LPR clients via the Line Printer Protocol and to act as the Print Server LPD FTSpooler also acts as a print server to requests coming from a Work Station Customisation Object from AS 400 computers To configure FTSpooler to act as an LP server e Tick the Enable at start up checkbox Note You need to Stop and Start as below for this to take effect e Specify the port number to avoid Windows UNIX conflicts The port may be changed to support client applications that use non standard port numbers to send print requests U
157. ws Applications In Windows based systems create an LPR printer port for Windows applications to be able to print jobs to an LP Server These printers act as redirection tools so that applications can print to the FTSpooler queues It will help to think of them as Virtual printers as they have no direct connection to a physical printer Before creating your LPR printers it is necessary to create the corresponding queues in FTSpooler The name s of the FTSpooler queue s will be used when creating the LPR port More information on Creating a FTSpooler Queue see page 4 For Windows XP Ensure the following prerequisites are in place before you get started e You have the administrator rights e LPR Port is installed More information on How to Step Up an LPR Port on your PC e FTSpooler Version 5 or above is installed Configuration steps e Select Printer and Fax from the Start menu 85 e Click on Add a Printer in the left bar 3 Add a printer j d o s e Click Next and choose Local Printer in the Add Printer Wizard Do ensure the Automatically detect and install my Plug and Play printer box is not checked and click Next 86 e Select Create a new port and then choose LPR Port from the Type of port drop down menu Ga fe oot pou wart wes Corte to we T Oe por O ete pe Ca ome A oH por oe Oe fairy por Create a new port Type of port RENE Inthe Name or address of server providing LP
158. xed documents in the same queue For these forms and example data files etc please download by clicking here 166
159. xtFax associated file field A Netfax 0293105172 A Netfax 0293105172 Paul Green A Netfax 0293105172 TCG Information Systems Pty Ltd A Netfax 0293105172 Paul Green TCG Information Systems Pty Ltd The remaining fields are optional A DocID 123454678 document identifier use to track your jobs A DocType Purch Ord document type use to track your jobs Installation Prodocom is installed after FormTrap Server Have your technical staff poke a hole in the firewall to allow direct communication between your FormTrap Server and the Prodocom Server The port used is 6721 Prodocom s server address is 202 92 68 243 Stop the FormTrap Spooler server and install Prodocom Restart the FormTrap Spooler Service Check that these two programs are running e Send Service exe e Rip2CompName exe These are Prodocom programs and communicate securely and directly between your FormTrap Spooler Service machine and the Prodocom Server 133 Track fax jobs Use login name and password provided by the Prodocom to login to www prodocom com au and track the jobs Replace Filter Note This software is supplied with three months warranty with no ongoing support or charges It is designed for single byte encoding systems only Introduction This filter is used to modify FormTrap input or output Data to change is recognised by a character string with optional replacement of that character string T
160. y inv in the Queue text field to see invoice email and invoice print but not Invoice Email e Date range is the time frame of the search and can substantially improve per formance by being a narrow selection of dates By default the Date range is the default time frame specified in Settings Setup Changes to the default time frame affect the initial state of all queries More information on Changing Default Time Frame see page 68 e Click the Apply filter button to match records to the selection criteria The Apply filter first Refreshes the main archive panel so all records are searched e Click the Clear All button to set selection criteria back to the default values Error Messages from FormTrap Spooler FTSpooler keeps all the job processing and delivery information in one job archivem and provides different views i e All Delivered Errors Data Replication Formatting Working and Logs Archive shows three panels searching and filtering main panel and detail panel More information on Archive Database see page 66 61 Self Explanatory Errors Most errors from the Spooler itself are self explanatory for example this one in the left hand panel of Archive Errors Input type mismatch expected input file type is PCLXL actual input type is TXT Process PCLXL to any printer path pclxlprn exe file does not exist Program is saying it EXPECTS a expected input file type is PCLXL file PCLXL b

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