Home

FormPort Server Users Guide

1. S 134 Capella Technologies Inc Preface FormPort Server ACO Ee P 134 About ForFor Seer uut INNER ERR UM ER ee eb Ge ee 135 Chapter 4 FP Server Frequently Asked Questions 136 As a user how do initiate a FP Server print job 136 How do I print many different types of documents e g invoices packing slips from ihe same dala iure eto airo Rte aser ea a pesa De vd ei 136 How do I select a physical printer based on printer data 136 How do I output the same document simultaneously to multiple physical jog 136 How do I distribute documents simultaneously to multiple locations 136 How do print output to multiple document formats using the same printer Uzcp 137 How do I control document output esses eene 137 How do restrict access to sensitive areas like accounts payable check processes payroll printers CLC ie Ee ee ee ee ee ee ee ee 137 How do I manage and archive document output ees es eek ee ee 137 How do I schedule important print jobs for maximum convenience and CIC de AE ER ER OE EA EE N N 137 How do I restrict output of sensitive and other important documents to standard working hours ee ee EE ee sees nahen nant nnn ee ee ee 138 How do
2. 84 Encryption agent SecureDIMM ee ee eene 85 dele le n RE EE EE EE EE N EE 87 PDF oi N OER EE ER EO OE 89 FDF to TOC AO CA PE N EE EK EE N 92 PostScript to Text agent ek ee eese eene nnn aane nnn aan nnn nns 93 EVAN AO E 94 FAFA GI AE EE EE EE OE EE 99 IACI AOC soretes t npO 99 Record Preprocessor agent eese isses sesenta nnn nana 103 EXC CTS AOC 104 PU AOC 105 Character Replace agent ee ee EE ee ee ee ee ee ee ee ee ee 110 DCC gel on del AE EE RAEE 111 EE DI OE em eee ee EE 112 PFE AO CUI MR EE N EO EE 112 ice M OE OE OE EO TE 114 Nande a PIM PTOPOSS sd ee RE ee ee ei EE ie adu 122 sd sae ie N OE OO E EE EE EE 124 Review Managing Document OUtOU iese ee ee Ee ee ee ee ee ee 126 Backup Viewing archived files iii ee ee Ee ee ee ee ee ee ee ee 126 cU MEE EE EO EO OE N EN 128 Alarm Managing Warnings and Errors esse ss es ees ss ee see se ee ee ee ee Ge ee ee 129 Printers Printer List iese EE EE Ee EE EE EE Ee Ee ee ee EE ee ee Ee ee see ee nhan nnn anna 130 Sorting documents ss EE ESRA RAN ORE elisa RARR EE BE ESE RE RAAR EE EE EE ESE RE EA AN EE EG EE Ee EE 132 Help Online Instruction for Using FP SerVer ees sesse ee se ee ee ee ee ee ee 133 Bc SC ST
3. sss 77 Forms Management agent Change configuration cccsssssesssseseeeeeecececeeeeeeaeeaaessseeseeeeeees 78 Forms Management agent Change configuration dialog iese esse ee ee RR EE EE 78 Forms Management agent Changed configuration esse sesse ee ee AR RE ee ee 79 Forms Management agent Parameters ccccccccccsesecccceeeeecceeeseeecceeeeseeseceesaeeseceesaaeseeenaees 79 Forms Management agent Data character set sesse ese ee EE nnne nnne 80 Print Me 82 Print agent Add a printer MENU ee ede ee eed ee ee eed 82 Print agent New printet sessie nee Sk Ee N rk Go GE 83 Print agent Select output strategy esse sees EE ee ee ee ee AR EE ee ee ee ee ee ee ee ee ee nnn nnns 83 Print agent Defined output strategy iese esse EE ee ee RR EE ee ee ee ee ee ee ee nn rrr nnns 83 Print agent Change number of copies ee 83 Print agent Banner 16 esse EE EE EE EE ee ie GO EN Ge ee Ge se n as EN GE Ee GE 84 PS AS SN NER RET cc N A 84 Pause agent Define a resume time cccsessseeseseeccecceceeeceeeaasessssseeeeececeeeeeeeesaeaaaessseeeseeeeeees 85 Pause agent Define a resume time dialog ccccccccccccccccceeeeesessssseececceeeceeeeesaaaaassseseeeeeeeees 85 Pause agent Resume time defined AR EE Ee eene nnn nennen 85 EC YORI oi AA ER OE Oe is ncoaenteoeneanandentenenecmsqnaeaetaes 86 Encr
4. File split agent a Form Feed break Am Change cut sequence ATRI TE e UL ri E PN Figure 142 File Split agent Change cut sequence 2 Type the new cut sequence into the text box that surrounds the cut sequence Press Enter to complete the change Add a printer Use the following steps to add a printer to the File Split agent 88 Capella Technologies Inc Chapter 3 Using FP Server 1 Right click on the PRINTERS icon and then select Add a printer from the drop down menu 4 File split agent oh Form Feed break E HENEERE Cl Add a printer E Distribution by page Figure 143 File Split agent Add a printer menu 2 Double click on a printer icon in the Select a printer dialog box 3 The new printer will display below the PRINTERS icon oe T E p PRINTERS C HP LaserJet 9050 Figure 144 File Split agent New printer PDF agent PDF agent only works with FormPort agent to convert a designated file to a pdf file 5 POF agent renta iue CUPROGRAM FILESICAPTECHIFORMPORT SERVERIPLBLICVARCHINE Figure 145 PDF agent Select a directory Use the following steps to select a PDF agent directory 1 Right click on the directory folder icon and then click Select a directory Capella Technologies Inc 89 Chapter 3 Using FP Server LESICAPTECHIFORMPORT SERVERTPUBLICTARICHIVE Figure 146 PDF agent Select a directory 2 In the
5. Figure 184 Record Preprocessor agent Locate script file Capella Technologies Inc 103 Chapter 3 Using FP Server Execute agent Use the Execute agent to call request services from a processing executable a ready to run program file on a print job This agent complements other agents for data processing Batch files and script files can be run i1 Execute agent LEER Select Figure 185 Execute agent Change the command line Use the following steps to change the Execute agent command line 1 Right click on the Command line icon and then select Change the command m i Execute agent A 1 Change the command Select che command Figure 186 Execute agent Change command line 2 Type the new command in the text box that surrounds the lt Select gt field 3 Press Enter to complete the change Select a command line Use the following steps to select an Execute agent command line 1 Right click on the Command line icon and then click Select the command ij Execute agent Change Ehe command Select Ehe command Figure 187 Execute agent Select command line 104 Capella Technologies Inc Chapter 3 Using FP Server 2 In the Open window navigate to the command line files on the hard drive and make a selection Figure 188 Execute agent Select command line This agent works via FP Server so users can process print jobs without ha
6. Ew Validate Figure 50 Settings Interface dialog e Tools Compress the FP Server database FormPort Server Settings Launch database compression Database size 242 Kb v validate Figure 51 Settings Tools dialog e Update Use this tab to update FP Server by recovering a backup version of the mega mdb database o Click the folder icon to navigate to the directory where the database 1s stored o Click the Launch database recovery button Capella Technologies Inc 47 Chapter 3 Using FP Server FormPort Server Settings Database to recover Launch database recovery validate Figure 52 Settings Update dialog o Click Validate to save the settings e Folder Polling Use this tab to choose between real time folder scan or polling If polling mode is selected the interval between two folder polling must be set If polling mode 1s not selected the scan is real time FormPort Server Settings Activate polling mode 4 minutes N g 1440 Ea Validate Figure 53 Settings Folder Polling tab o Click to Activate polling mode o Use the slider bar to set the minutes to at least 1 o Click Validate to save the settings 48 Capella Technologies Inc Chapter 3 Using FP Server Manage Print Jobs Print Processes Profiles and Agents This section explains how to use the Manage pull down menu options to control the FP Server printing processes
7. Tuesday Wednesday Thursday Friday Saturday Sunday To validate Clase Figure 68 Manage Add new Time period 3 Click Validate to save the settings 4 Click Close 5 The new time period will appear below the Time Profile icon in the Printing process window bo HB Time profile 2 Mon Tue Wed Thu Fri Sat Sun from 02 00 AM to 07 00 AM Figure 69 Manage New Time profile Title profile The Title profile is a document s name validation F Title profile Figure 70 Manage Title profile icon Example This profile is TRUE if the document title starts with Doc or with Fic Add or Change a Title Use the following steps to add or change a Title 1 Right click on the Title profile icon in the Printing process window and select Add a title on the drop down menu Capella Technologies Inc 55 Chapter 3 Using FP Server Add a profile Delete this profile Add a title TRIO Tuesneg rnu l Figure 71 Manage Add Title menu 2 Right click on the lt Select gt icon and select Change the title on the drop down menu Title profile Add a title Delete Change the title Figure 72 Manage Change title menu 3 Type the new Title in the text field that surrounds the Select icon Press Enter to complete the change Figure 73 Manage Type new title Generic Title profile A Generic Title profile has a non proprietary n
8. 2 Click tart on the Windows desktop Select Programs on the Start menu and then select FormPort Server on the sub menu Click on the FormPort Server icon to open the application Locate the FormPort printer in the Printer List 4 FormPort Server File Review Manage Setup Help E a FarmPart HP Laserjet 9050 Figure 26 Adapt local printer Printer list Double click on the local printer icon or right click on the icon and select Open In the Job View window click the Printer menu and select FormPort Server management Capella Technologies Inc 29 Chapter 2 Getting Started HP LaserJet 9050 mE Document view Pause printing Clear all print jobs Del w FormPort Server management Close Ctrl F Figure 27 Adapt local printer FormPort Server management 7 Click the Printer menu again and select Close or press Ctrl F to close the Job View window 8 Thelightning bolt symbol on the selected local printer icon indicates that it is a FP Logical printer FormPort Server File Review Manage Setup Help E a E oF FormPort HF LaserJet 9050 ath Figure 28 Logical printer Icon symbol Configure a New Printing Process Profile Use the following steps to configure a new Printing Process Profile 1 From the FP Server interface GUI click on the Manage menu 2 Select Printing process from the drop down menu 3 In the Printing Process window right click on
9. E FormPort Server File Review W Setup Help F GP Fie printing FormPart a050 Printing process Figure 54 Manage Pull down menu 1 Click Manage on the FP Server menu bar 2 Select Printing process on the pull down menu Manage Printing Process Printing a file begins with setting up the printing process Use the FP Server Printing process window to configure print processes and to set up a relationship between processes by defining the Profiles and the Agents for each process oi PROFILES Process 1 1 Figure 55 Manage Printing Process window Capella Technologies Inc 49 Chapter 3 Using FP Server Defining a Printing Process A Printing process consists of two ordered lists e Profiles list determines the conditions in which this process is carried out e Agents list defines the operations to be performed on the print Job Printing process s NeNametn gat PROFILES a AGENTS F vm dii remont agent Cu HP LaserJet 9050 e First available printer Process ziz Figure 56 Manage Printing Process Profiles and Agents Each process is defined by a name and a location A DEFAULT process is used if no other process is eligible Configuring a Printing Process To configure a printing process the FP Server user must e Define the Profiles for which a process is performed 50 Capella Technologies Inc Chapter 3 Using FP Server e Define the Agents that handle the
10. FormPort HP LaserJet Technical support 9050 Chapter 1 Introduction Fi About FormPort Server Figure 8 Help pull down menu o Registration Registering this product with the manufacturer is a prerequisite to receiving customer support Manual This guide in PDF format Technical Support This dialog allows you to email data to the Capella Technical Support team o About FormPort Server This dialog box indicates the version of FormPort Server in use and provides contact information scrollable viewing areas on a screen Certain FP Server pull down menu selections appear as windows Capella Technologies Inc Chapter 1 Introduction FormPort li Ed Printer Document view Jobname Status User Sie Submitted Identifier Figure 9 Standard FP Server window Dialog Boxes Dialog boxes provide the current status and available options for a particular feature 1n the program The boxes are typically small but may be large depending on the information they contain FormPort Server File printing Printer c ma D acument Title Data type j Number of copies 1 Figure 10 Standard FP Server Dialog Box Alarm FP Server generates an alarm for any error or warning that occurs on a FormPort printer When an error occurs an alarm screen will display Capella Technologies Inc 19 Chapter 1 Introduction FormPort Server SEs File Review Manage
11. Setup Help Print spooler activity FormPort HF LaserJet 9050 Figure 11 Alarm screen Use the following steps to view Alarm detail 1 Click OK in the red status bar 2 A validation query will display click OK to validate the alarm FormPort Server a Do vou want to validate the alarm Figure 12 Alarm validation query 3 The Alarm status bar changes to green Click OK to view the alarm detail 20 Capella Technologies Inc Chapter 1 Introduction FormPort Server File Review Manage Setup Help 3050 Figure 13 Alarm validated 4 The alarm detail displays the Date Hour Type Source and Environment for the error or warning and a Message describing the alarm For more information about the Alarm detail see Alarm Managing Warnings and Errors Figure 14 Alarm detail Printer List The main screen of the FormPort Server lists all locally installed printers In the Printers List printers are indicated by a small printer icon and the printer name Capella Technologies Inc 21 22 Chapter 1 Introduction E FormPort Server File Review Manage Setup Help FarmPart HP LaserJet 9050 Figure 15 Printer list A lightning bolt yellow flash next to the printer icon indicates a logical printer Printer Job View and Menus Double click a printer icon in the Printer List to view job activity on the selected printer The Job View window appears with the print
12. TECHNOLOGIES ACAPELLA ormPort Server User Guide Preface FormPort Server Table of Contents Preface FormPort Server e reLee ccce NE EER N RE KRU SEEK KWES GEE REESE S EKKE 7 User Manual OverVvieW sessi EE RE Ee ee ee RE Ee ee ee AR ee ee ee aa aar ss naar ee 8 Software License Agreement EE ee ee EE ee ee ee ee aaa 10 Chapter 1 IntroduGUOR sesde 11 How FormPort Server WOIKS iioi ettari task tete se bee ds ee Re Ge Gees GE ae 12 Understanding the FP Server GUI ee ee ee Re ee ee ee ee 15 FP Server GUI and Desktop iii ee ee RE ee ee ee ee ee an 16 MONU ER EE EO EO N EE N 16 eee Ee 18 Bee 518 ic T H 19 gn 19 ad Es TIN 21 Printer Job View and MONUG ccccccsssesecccsseeeeccssaeseeessaaessecessaaeesseesaaaansees 22 Chapter 2 Getting Started ss RE EE KG de SE pre cen oa axe oa ENS OE EN WEE gie 25 Hardware and Software Requirements ee ee ee Ee ee ee ee ee ee ee 25 Mellal TORN Orn Sel VET TT OE DR N OE Er 25 Uninstall Update FormPort SerVer ie ee EE ee ee ee ee ee ee ee 28 Adapt a Local Printer to FP Server ee ee ee ee aries 29 Configure a New Printing Process Profile ee ee ee ee ee Ee 30 Configure a New Printing Process Agent sss 34 PMC je EE EE N EE
13. The Time Schedule Profile enables the user to schedule what day or days and the time period a job can be printed Capella Technologies Inc 137 aid E at ccn D EE ie ERK es UPS 2 ee A amp k RR BE ee Chapter 4 FP Server Frequently Asked Questions How do l restrict output of sensitive and other important documents to standard working hours Use Time Schedule Profile How do carry out secure remote printing to key customers or vendors Define a physical SD Express printer in the FP Server Print Process When defining the printer you can set the encryption key specific to the desired output printer How do l use an FTP or file transfer instead of a logical printer In the Print Profile you would specify a folder instead of a logical printer 138 Capella Technologies Inc Chapter 5 FORMPORT SERVER TROUBLESHOOTING Chapter 5 FORMPORT SERVER TROUBLESHOOTING Consult the FP Server Alarms window to correct any anomalies If an anomaly recurs call Capella support 714 385 4900 or email support capellatech com Capella Technologies Inc 139 ES RS oo oe 2 2 EE O N n ae ae aA s e EE OR ee ORENSE Chapter 6 FORMPORT SERVER LICENSE TERMS AND AVAILABILITY Chapter 6 FORMPORT SERVER LICENSE TERMS AND AVAILABILITY 140 Upon installation the software is active for two weeks Please email register capellatech com for permanent activation of the s
14. e PDF to Text agent e PostScript to Text agent e Email agent e FAX agent e Backup agent e Record Preprocessor agent e Execute agent e FTP agent e Character replace agent e Decryption agent e EBDIC agent e PDF Print agent e Report agent Capella Technologies Inc 35 Chapter 2 Getting Started ad a mis Per T a Character Decryption EBCDIC agent Email agent Encryption Execute agent File split agent Replace agent agent agent F Zz S S A Forms FarmPart FTP agent MegaFarm Pause agent PDF agent POF ta Text Managem agent agent agent m ey E ze SEN E EX 7 S So ens d POF Print Print agent PostScript to Record Report agent Fax agent agent Text agent Preproces Figure 34 Agent list 1 Double click on the FormPort agent icon to select it 2 The FormPort agent icon appears under the Agents icon in the Printing Processes window 3 Under the FormPort agent icon three additional icons are displayed e PRINTERS a list of output printers e First available printer strategy to select an output printer e lt Select gt select a form to use a Ge PRINTERS a D First available printer mh la lt Select gt Figure 35 FormPort agent icons 4 Right click on the PRINTERS icon and select Add a printer from the menu 5 In the Select a printer dialog box locate and double click on the physical printer that you want to use to print documents Th
15. 2000 and XP include LPR support but Windows 95 98 do not nmM mainframe A larger centralized computer system which 1s the central source to access memory and programs from individual attached terminals Attached terminals do not have independent memory programs All systems memory and programs are accessed through the mainframe Capella Technologies Inc 161 162 Glossary media Any material to be printed including envelopes labels transparencies and all types of paper Paper types include letterhead pre punched recycled bond color stock card stock and pre printed Refer to the HP LaserJet printer family print media guide for more information menu A list of items presented for selection from the printer control panel The printer has several menus including the printing menu and the configuration menu MICR Magnetic Ink Character Recognition The machine recognition of numeric data printed with magnetically charged ink It is used on bank checks and deposit slips MICR readers detect the characters and convert them into digital data Although optical methods OCR became as sophisticated as the early MICR technology magnetic ink is still used It serves as a deterrent to fraud because a photocopied check will not be printed with magnetic ink It es offline online Offline is the condition when the printer does not accept information from the host computer When a printer is online it accepts
16. Optional Bin 3 Optional Bin 4 Optional Bin 5 Optional Bin 6 Optional Bin 7 Optional Bin amp Optional Bin 9 Optional Bin 10 Optional Bin 11 Optional Bin 12 Optional Bin 13 Optional Bin 14 Optional Bin 15 Optional Bin 16 Figure 233 Report agent Output bin e Staple type Use this parameter to select the staple option for the printed report 1 Right click the Staple type icon 2 Select the staple option from the list Figure 234 Report agent Staple type Capella Technologies Inc 121 122 Chapter 3 Using FP Server Change a Print Process The Printing process window displays a DEFAULT process icon in the upper left part of the window a Profiles icon in the upper right part of the window and an Agents icon in the lower right Printing process i PROFILES B Process 1 1 Figure 235 Printing Process Default window Use these features to configure new print processes any required processing on print jobs determined according to defined job characteristics A process consists of two ordered lists combining Profiles and Agents e The Profiles list determines the prerequisites e g printer user time for carrying out a print job process e The Agents list defines the operations e g form email encryption that are to be performed on the print job Only Agents and not Profiles can be added to the DEFAULT process New print processes are created by right clicking
17. Right click on the Email agent icon and select additional parameters from the drop down menu When selected a check mark will appear beside the parameter in the menu and the icon will display below the Email agent icon in the Printing Process window Add an agent 4 Delete this agent w Copy recipients w Masked copy recipients w Pork number w Login lul w Password w Domain w File name ees S Figure 166 Email agent Additional parameters Additional Email agent parameters and steps to modify them are described below e Copy recipients 1 Right click the icon and select Change copy recipients 96 Capella Technologies Inc Capella Technologies Inc Chapter 3 Using FP Server Change copy recipients Figure 167 Email agent Change copy recipients 2 Type the copy recipients in the text box 3 Press Enter to complete the change Masked copy recipients 1 Right click the icon and select Change masked copy recipients Em EE mm ize change masked copy recipients Figure 168 Email agent Change masked copy recipients 2 Type the masked copy recipients in the text box 3 Press Enter to complete the change Port number 1 Right click the icon and select Change port number rH Change port number REELE Figure 169 Email agent Change port number 2 Type the port number in the text box 3 Press Enter to complete the change Login Righ
18. 105 do gc Tc OE OE ET N EE EE IE OE 106 FIP agent Change file name essens eoo Chao eene de be es eo Ge nde ranta Ra EE 106 FIP agent Modify the ACCOM IM ia iseer ee ee ve ene ERGE BA Ge ie N Ge EE ee pep 106 177 Figure 192 Figure 193 Figure 194 Figure 195 Figure 196 Figure 197 Figure 198 Figure 199 Figure 200 Figure 201 Figure 202 Figure 203 Figure 204 Figure 205 Figure 206 Figure 207 Figure 208 Figure 209 Figure 210 Figure 211 Figure 212 Figure 213 Figure 214 Figure 215 Figure 216 Figure 217 Figure 218 Figure 219 Figure 220 Figure 221 Figure 222 Figure 223 Figure 224 Figure 225 Figure 226 Figure 227 Figure 228 Figure 229 Figure 230 178 Appendix A List of Figures FIP agent Modify the PassWord esse od See Ee Ek GO Ge Ee GE Ge be ed 107 FIP agent Modify tie OU rs EEN ER Ge Se Ee Go Ge Se ee GE Ee Ge EG ee 107 FIP agent Detect attac Bell EE DE EN GO E EE Deb EE 108 FIP agent Addifional parameters Ee EE SE vun EE IE EE Ge ee ee 108 FIP agent Select send method ei ES EE EE Ge EE EE N ee 109 EP oes send spooleudl led as ED EE DE N OR IG erm lo ee Re GE 109 FIP acent Modify the THO SSH Eo is ei eo n doses E Go de Re 109 FIP acent Modify tho le AE ee EER Ee EG EE Ge Ee oe ee 109 Character Ke 0 bc Vera os E EE ee oe N Ee ee A E NES DEUS 110 Character Replace agent Find decimal value ie ee og ee dk Ge Re eg NG ie 110 Character Replace agent Replace decima
19. 69 Chapter 3 Using FP Server MegaForm agent co PRINTERS e j Printer with minimum workload First printer defined in list Parallel printing Figure 102 MegaForm agent Select output strategy 2 Select a strategy from the drop down menu 3 The strategy for selecting an output printer will display beside the Icon D First printer defined in list Figure 103 MegaForm agent Defined output strategy Select a form Use the following steps to select a form in MegaForm agent 1 Right click the Select icon and then click Select a form on the drop down menu 2 In the Open window navigate to the form files in the Setup folder of the Program Files directory on the hard drive The filename extension fpf indicates a FormPort form Look in Setup vr t c E amma Y My Recent Documents Desktop My Documents TAN File name check fpf aces Files of type Form fpf v Cancel Figure 104 MegaForm agent Select a form 70 Capella Technologies Inc Chapter 3 Using FP Server MegaForm agent pre processing parameters To select a pre processing parameter right click on the MegaForm agent icon and then select the parameter from the list The parameter icon will display below the MegaForm agent icon MegaForm pre processing parameters include Add an agent Delete this agent 45400 process Data character set Additional parameters
20. File copying The operation completed successfully OO Figure 244 Review Alarm 2 The Alarm window displays information in the following columns e Date e Hour e Type e Source e Environment e Message 3 Use the Alarm toolbar icons to manipulate the displayed information e Refresh Refresh table e Delete Delete selected records Printers Printer List The FormPort Server GUI lists all locally installed printers Printers are indicated by an icon and a printer name 130 Capella Technologies Inc Chapter 3 Using FP Server E FormPort Server File Review Manage Setup Help Par Pd Ma Pa v FormPort HP LaserJet 9050 Figure 245 Printer List A lightning bold yellow flash on a printer icon means that the printer runs on FP Server and that the Line Printer Daemon LPD printer protocol agent is running so that the printer can accept jobs from clients in its access list To look at print job activity on a specific printer double click the printer icon in the Printer list A Job View window displays for the selected printer The printer name is in the window title bar gt FormPort Printer Document view Submitted Identifier Figure 246 Printers Job View The Job view window displays information in the following columns e Job name e Status e User e Size e Submitted e Identifier Use the Job view menu to perform the following functions Capella Techn
21. Filter Select records to be displayed e Refresh Refresh table e Delete Delete selected archives e Print Print a particular archived file to the printer Capella Technologies Inc 127 Chapter 3 Using FP Server e MegaForm Resend archived spool files to the MegaForm Agent process e FormPort Resend archived spool files to the FormPort Agent process e Email Send archives by email e Save Save archives e View View an archive with associated default viewer Note Adobe Acrobat Reader must be installed to view PCL PDF archives Reviewing Archives Review the archive list with the Backup window The list provides various types of archive information such as the characteristics of the printed document as well as the archiving duration the location of each archive and the type of data Archived files can be saved or reprinted to any printer Retrieving Archives Use FP Server to retrieve archives by sending the print jobs directly to a physical printer or to re send jobs back to the printing process Event Viewer The Event viewer window displays all print events audited by Windows to monitor routine and non routine print job actions and determine use patterns With this information statistics such as the number of pages printed by a User can be provided on various printing jobs Use the following steps to view events 1 In the FP Server interface click Review on the menu bar and then sele
22. FormPort Server management sesse sesse see ee ee 30 Fisure 25 Logical printer Icon symbol ESE GARS E GR EG DA PA SU GE SG GR EE GN GR EE Da Ee GN GE DER QUEE 30 Figure 29 Configure Printing Profile New Printing Process sesse esse eene eene eene enne 3l Figure 30 Configure Printing Profile Modify name sse eene eene enne eene eene eene enne 3l Figure 31 Configure Printing Profile Profiles list ccce eene eene eene 32 Figure 32 Configure Printing Profile Printer profile cesses eene 33 Fieure 33 Configure Printing Profile Add pintr iss Ee Ge Fu opu Ho Yo gue ie a Un 34 Mi vus LG Lisl AE OR OE OR EE ER EE ee eer re 36 Fieurc 5 OPV Pt seil ONE EE ee RE Oe EE Eb ee oe 36 Capella Technologies Inc 173 Figure 36 Figure 37 Figure 38 Figure 39 Figure 40 Figure 41 Figure 42 Figure 43 Figure 44 Figure 45 Figure 46 Figure 47 Figure 48 Figure 49 Figure 50 Figure 51 Figure 52 Figure 53 Figure 54 Figure 55 Figure 56 Figure 57 Figure 58 Figure 59 Figure 60 Figure 61 Figure 62 Figure 63 Figure 64 Figure 65 Figure 66 Figure 67 Figure 68 Figure 69 Figure 70 Figure 71 Figure 72 Figure 73 Figure 74 1 4 Appendix A List of Figures DonnPortasenps NOW Primet cre sez sree EK eN Sa nese E Ee E UNI DNE 37 PorimbPott agent Select Torm Tle se N GE EY ERU UH po Run unu Stace ua aut UE DA PR dom EG ee NEU eN Ee 37
23. N Ee EE NI 37 EE EE eee 38 Pona Sample File es SE Nee Ee RE us ie es ee RE EE N ee Ee n 40 Chapter 3 Using FP Server ee EE RR RR ee cese eene rennen nnn 44 Launch the FP Server Application ccccccccssseeseccccsesssseseeeccesssssseesesesssssaaaenes 44 Selup FP Server ODI ANON 45 w IecQz 45 Manage Print Jobs Print Processes Profiles and Agents 49 Manage Printing Process isi ee eg de Ns es sv Ee D N Ge ee N de ke MER 49 Defining a Printing FTOGOSS ies ees waa sk ee Ke eb ie Es 50 Configuring a Printing Process iese ee ee ee RE Ee ee ee ee ee ee ee 50 ael PR OE EE EO EE 51 PATOL OV OVC m vialeeane 51 BE dee Jj mEE 53 lFas teop e E 54 Capella Technologies Inc 3 Preface FormPort Server PUTO POMC ER RE ER E Te 55 GONCHC THC DOME es ES EE EE ae ek ee E ee ee Re 56 GUP OO ER WE N N OA OR EE ON 58 gelede eli EE RE EE ER N eee nen nnn eee eae 59 ae els DO EE ER EE 61 aie eo oie MR EE OR ER N ER AN N 62 AO EE OE OR OE AE OE AO DE 62 els sege AR EE EN ER Oe 63 Moga orm Agen EO ER ER OR OE EE 69 FFOR MR EE OE EE EO EE OE 72 Forms Management ageN ie RE Re EE ee ee nennen Ee ee ee ee ee Ee 76 ase dee RD OE ER RE RR 82 PAUSE SOEN MC
24. Provides useful information relevant to the described feature or procedure Offers a tip shortcut or useful information Capella Technologies Inc Preface FormPort Server Capella Technologies Inc 9 Preface FormPort Server Software License Agreement IMPORTANT Please read this License carefully before using FormPort Server hereinafter referred to as SOFTWARE The right to use this SOFTWARE is granted only if you agree to the terms of the license USE OF THIS SOFTWARE INDICATES YOUR ACCEPTANCE OF THE TERMS AND CONDITIONS OF THE LICENSE AGREEMENT In return for the payment of a one time license fee which was included in the purchase price of the Capella Technologies FormPort Server product you are granted a non exclusive right to use the SOFTWARE subject to the following terms and conditions No title or ownership of the SOFTWARE is conferred with the license 1 The SOFTWARE may be used without time limit to enable other software products to access the Capella Technologies FormPort Server features The SOFTWARE must be used only with Capella Technologies FormPort Server products 2 The SOFTWARE may not be disassembled decompiled decrypted or reverse engineered unless prior written consent is either obtained or not required by law Upon request the user will provide reasonably detailed information regarding any disassembly decompilation decryption or reverse engineering 3 This license will
25. Setup Settings Default Backup directory is used If this directory is not valid then the FP Server directory Public Archives is used Because FP Server is active even if the network is not active archiving is only possible on local drives Change Backup method Use the following steps to change the Backup method 1 Right click on the Backup method icon 2 Select a backup method from the drop down menu Backup agent 5 CUAPROGRAM FILESVCAPTECHYFORMPC 4 Archiving title equal Ea job title Unique archive title Figure 181 Backup agent Select backup method 102 Capella Technologies Inc Chapter 3 Using FP Server Record Preprocessor agent For a more useable format use the Record Preprocessor agent to reformat text files for processing by the Forms agent 2 Record Preprocessor Agent EX Js lt Select gt Figure 182 Record Preprocessor agent Select a preprocessor script file Use the following steps to select a script file for the Record Preprocessor agent Right click on the Script to use icon and then click Select a preprocessor script file Select a preprocessor script file Figure 183 Record Preprocessor agent Select a script file 2 In the Open window navigate to the script files on the hard drive The filename extension ini indicates a FormPort script file Lack mi e wx el oe ve Seb ME GADES kel Dasa EL bip Capes LI a Piscis
26. agents drive print job processes such as record preprocessing and backup annotation A word note mark or highlighting added to an item ANSI An acronym for American National Standards Organization application program General term for software that performs specific tasks such as accounting Or Word processing archive To file or collect records or documents in or as if in an archive disk space on which documents are preserved archiving feature Copies all print jobs to a holding queue Capella Technologies Inc Glossary archiving active The process of removing a precise set of infrequently used reference data from an overloaded relational database and keeping it active in an archive where it can be easily and quickly retrieved when needed For example a credit card company acquires large amounts of mission critical data on its customers names addresses balances account numbers interest rates This information is critical to the company s daily operation When a monthly bill is issued that data can be put into an active archive because the company does not need that information unless there are questions about the bill So the data is taken out of the relational database where it would slow the system down but left available so that it can be quickly accessed when needed AS 400 Application System 400 An IBM minicomputer series introduced in 1988 that runs under the OS 400 operating system It is IB
27. and directed to the desired device A Figure 1 How FP Server works Migrating raw data to complete electronic forms with no change to host application Improving workflow processes Intelligent document routing and distribution 1 Host AS 400 mainframe Windows or DOS directs application output to the Shared Logical Printer or Shared Folder NOTE Print Service for Unix is required for Host based non Windows based applications 2 Profile selection determines conditions in which a print process is carried out Click here for more detailed information about FP Server Profiles e Printer profile Capella Technologies Inc Chapter 1 Introduction e Time profile e User profile e Title profile e Generic title profile e Group profile e Folder profile e Trigger profile 3 Data from the Shared Logical Printer launches FormPort Server Agents Click here for more detailed information about FP Server Agents e FormPort e MegaForm e FPDK e Forms Management e Print e Pause e Encryption SecureDIMM e File Split e PDF archive conversion e PostScript to Text e Email e FAX e Backup e Record Preprocessor Capella Technologies Inc 13 Chapter 1 Introduction e Execute e FTP e Character replace e Decryption e EBCDIC e PDF Print e Report 4 Output file generated and directed to the desired device The FormPort Server solution is a comprehensive tool for intel
28. and print queue N Forms Management Agent de PRINTERS A First available printer oe Configuration Figure 116 Forms Management agent Add a printer Use the following steps to add a printer to the Forms Management agent 76 Capella Technologies Inc Chapter 3 Using FP Server l Right click on the PRINTERS icon and then select Add a printer from the drop down menu Forms Management Agent N zz P E A Add a printer Figure 117 Forms Management agent Add a printer menu 2 Double click on a printer icon in the Select a printer dialog box 3 The new printer will display below the PRINTERS icon PRINTERS C HP LaserJet 9050 Figure 118 Forms Management agent New printer Define output printer selection Use the following steps to define the strategy for selecting an output printer in Forms Management agent 1 Right click on the First available printer icon ms Forms Management Agent PRINTERS ogrirst available printer First available printer 9 Printer with minimum workload First printer defined in list Parallel printing Figure 119 Forms Management agent Select output strategy 2 Select a strategy from the drop down menu 3 The strategy for selecting an output printer will display beside the icon D First printer defined in list Figure 120 Forms Management agent Defined output strategy Capella Technologies Inc Ch
29. default directory optional parameter e The Backup method which is used to record backups with a single file name compared to the backups existing in the directory or with a file name equivalent to the document file Capella Technologies Inc Chapter 3 Using FP Server 5 Add an agent Delete this agent w Backup directory w Backup method Figure 178 Backup agent Parameters When a parameter is selected a check mark will appear beside the parameter in the menu and the icon will display below the Backup agent icon in the Printing Process window Use the following steps to change the Backup agent parameters Change Backup directory Use the following steps to change the Backup directory 1 Right click on the Backup directory folder icon and then click Select a directory aa Backup agent Select a directory APR eet FHHa Sears ee 1E Figure 179 Backup agent Select a directory Capella Technologies Inc 101 Chapter 3 Using FP Server 2 In the Browse for folder window navigate to and select the directory folder Browse for Folder Select A Directory C Program FileslCaplechiFormPort Server Public archive BlazeFtp CapTech E FormPort Server EI Admin Fonts gt Forms i Logs lS Public Figure 180 Backup agent Browse for directory folder 3 Click OK If the defined directory for one agent is not valid the default directory defined in
30. directory on the hard drive o Putacheck mark in the Title job archiving with a short title box to tell FP Server to record the install title rather than the title modified by FP Server in the archives list Capella Technologies Inc 45 Chapter 3 Using FP Server FormPort Server Settings Default backup directory C Program Files capTechiFormPark Server Public archive Tithe job archiving with short title E Validate Figure 48 Settings Backup dialog e Service Use this tab to define a schedule for FP Server to execute database maintenance The default 1s every day at 3 AM It also allows you to define how many days print events and alarms are kept in the database The default 1s 5 days FormPort Server Settings Maintenance process time Iw Maximum time before deleting events in days Iv Maximum time before deleting alarms in days Figure 49 Settings Service dialog e Interface Use this tab to define when the user interface is refreshed The default is 20 seconds The default time out for a process is set to 180 seconds The process is automatically stopped after this time if it 1s not completed o Supported language are English Portuguese Spanish and French 46 Capella Technologies Inc Chapter 3 Using FP Server FormPort Server Settings Windows refresh time in seconds al 5 20 Maximum delay of execution of process in 4 seconds z 180 10000 Language English
31. ie Ear a LO TT T T T T E 38 NIS IDE DN MR 39 setup User Inter race tatoes ee eniti Ek oe i eru eset Essa AU Ncc OE Funde DES 39 set User Printers Ae E PIE PIE uc eod deu ie AG an SRI OI SUM EROR ene 40 C apspool Wi CMCC TS R Me Calc serps EE GE tao UTER d UR Ee N evenness eun dE 41 i oss 00181 DAC FEIGE ouod aM er Ee eer er erent ER EE EN mee ere B ee ITE er eer ae Ee 4 CUpspool elect PIE ie ee ner rte tmnt mares stes erat nr een ee rer du IM de 42 C IDSDODI Print Spool DUO SC ie Cia rei tno EE Ee ulna pU ede eod opa RE IUE DOE 42 Capspool Print Spool confirmation message esses eene eene nennen nnns 43 IS PIS MIMS LI NER E E o E 45 BELONGS Backup dialog T HUN 46 sivi Service CIAO um 46 Iv PAS ITSINEIS SEIEN 47 SEUSS Tools CIAO P 47 Nie Bici D 48 Settings Folder Polling LAD T 48 Manage Pull down MENU RR eene ee ee ee nnn rrr nn nenne nennen esses ss nnne 49 Manage Printing Process WINdOW cccccccccccesssssssesseseseeeeeceeeeeeeeeeaaaeaaeessseeeeeeeeeeeeeeeeeaaaaaseessees 49 Manage Printing Process Profiles and Agents cccccccccccecceeceesessseessseeseeeceeeeeeeeeeeaaaasaeeesees 50 TV eee T TOL N EO N OE E E EE CS DOE ERI UEISUN DU CEDE 21 Manage Printer profile icon essssssseseeeeeeeeeeeee nennen nennen e
32. in the FP Printing processes window and select Add a group on the drop down menu 6 Add a profile Delete this profile Add a group Figure 79 Manage Add a Group menu 58 Capella Technologies Inc Chapter 3 Using FP Server 2 Select a Group name in the Group profile dialog box rio priii Figure 80 Manage Group profile list 3 Click Add 4 The new Group will display below the Group profile icon in the Printing process window SE Group profile Domain Guests Figure 81 Manage New Group Folder profile The Folder profile is for customers who may not have the ability to print to a network printer e g they re not in a Windows environment The Folder profile establishes the process for transmitting files to a folder instead of printing to a logical print queue File transfer can include FTP or file copies to the folder Ec REN T Folder profile I Figure 82 Manage Folder profile icon Capella Technologies Inc 59 Chapter 3 Using FP Server Add a Folder 1 Right click on the Folder profile icon in the Printing process window and select Add a folder on the drop down menu rd Add a profile Delete this profile Add a Folder Figure 83 Manage Add a Folder menu 2 Right click on the Select icon and select Change the folder on the drop down menu Folder profile a lt Change Ehe Falder Figure 84 Manage Change Folder
33. include the information in the data file The print logic would send out the files to the specific destination How do I print output to multiple document formats using the same printer data The Title Profile utilizes a portion of or all data in the file name to call the appropriate FP Server Print Process The Trigger Profile is used to sort data files and go to different destinations The Forms Management agent looks for a specific trigger in a specified row and column of the data to call the appropriate forms How do control document output The User Profile can define which users can initiate a print job How do restrict access to sensitive areas like accounts payable check processes payroll printers etc Security 1s built into the Windows operating system excluding Win98 and FP Server The administrator sets printers and user security rights FP Server Print Process can be password protected so that the printing process cannot be altered How do manage and archive document output The Backup agent is set up as part of the FP Server Print Process This is intended as a short term solution for reprinting reviewing specific items or complete jobs The FormPort Archive option is intended as long term storage of Jobs using the Web browser as the interface for reviewing and reprinting The files are indexed to facilitate the search process How do schedule important print jobs for maximum convenience and security
34. multiprocessing systems see SMP adds extensive security and administrative features and offers a dual boot capability Designed for enterprise use each application can access 2GB of virtual memory Windows XP An upgraded client version of Windows 2000 introduced in 2001 Windows XP provides numerous changes to the user interface XP adds improved support for gaming digital photography instant messaging and wireless networking XP Home Edition is designed for the consumer and XP Professional is aimed at the office worker with added security and Capella Technologies Inc Glossary administrative options XP Professional also includes the capability of being run remotely workflow The automatic routing of documents to the users responsible for working on them je Capella Technologies Inc 171 Appendix A List of Figures Appendix A List of Figures Pieu blo odi PP Server WORKS ERE Des ke T DE Ee od DE Ge Ee SE Ee N ed DE ee de 12 Figure 2 FP Server Graphical User Interface sesse sesse see ee ee ee ee ee ee ee 15 Pone M ul gu loc MR o 16 Fiseure 4 File pull dowtn mens ss ss SG Rue oU ena es ou uua RD Sach RI soma ar ea ee rs on 17 Pier Review phll do in menu sesse ipaa sorrara RE OE EE EE EERE E OET OERE TEONE EOE OER 17 Figure 6 Manage pull down mer or ss trono atra erra aiana ea aa n n RR 17 Fig re 7 Setup pulkdown men sesse EE EE EE EG Re GE ER ha REG s
35. on the DEFAULT process to show a background menu This menu gives the user a choice of duplicating the DEFAULT process to which Profiles can be added or creating a new process Capella Technologies Inc Chapter 3 Using FP Server Right clicking a new process brings up a background menu that allows the user to name the process duplicate it delete it or create a new process Each new process can be named or left with the default NoName designation A process is defined by its name and its location above the DEFAULT process listed according to the order in which it was created FP Server performs print processes in the order in which they are displayed in the upper left part of the Printing Process window You can modify a process location by a drag and drop move that will change the position of a process in the line above the DEFAULT process but remember that the order is important in determining which print process FP Server will use on a print job The Print Profile requires the processes to be displayed in the proper sequence Use the following steps to delete duplicate rename or secure a FP Server Print Process 1 In the FP Server interface click Manage in the menu bar 2 Select Printing Process 3 In the Printing process window right click on the process that you wish to change Printing process Mew Delete this process Duplicate this process Modify the name Secure this process Disa
36. opu uS ec GE GN EE ee 73 FPDK agent Select output strategy eese nennen eene nnne nnn nnne nennen ee T3 FPDK agent Defined output strategy ee ee ee RR nennen nnn nnne enn 73 FPDK agent Select a TOTT uses se ON ee so b Ea tore ee os ove Mime bed etu aurai ie resa bun be ed Ui We 74 BENG NG AS CES uuo qtu EE EE N N OE E a 75 Capella Technologies Inc 175 Figure 114 Figure 115 Figure 116 Figure 117 Figure 118 Figure 119 Figure 120 Figure 121 Figure 122 Figure 123 Figure 124 Figure 125 Figure 126 Figure 127 Figure 128 Figure 129 Figure 130 Figure 131 Figure 132 Figure 133 Figure 134 Figure 135 Figure 136 Figure 137 Figure 138 Figure 139 Figure 140 Figure 141 Figure 142 Figure 143 Figure 144 Figure 145 Figure 146 Figure 147 Figure 148 Figure 149 Figure 150 Figure 151 Figure 152 176 Appendix A List of Figures EEDE Change Encryption BC vase ee EE Ged be ee Ee Eb Se eo ee ee be GE 75 FPDK agent Update ASC forms dialog ss ee ee ee ee ee ee ee 76 Forms Management doel sos secs se RE Se DE EG ee de Es oe Ee SE GE EEEE ei 76 Forms Management agent Add a printer MENU ee ee AR RE EE Ee 71 Forms Management agent New printer ee ee ee RE EE ee ee ee ee ee AR RR RE ee ee ee T1 Forms Management agent Select output strategy iese sesse EE ee ee ee ee ee ee nnne T1 Forms Management agent Defined output strategy
37. pre processing parameters To select a pre processing parameter right click on the Forms Management agent icon and then select the parameter from the list Forms Management agent pre processing parameters include a Forms Management Agent Add an agent Delete this agent A5400 process Data character set Additional parameters Encryption key Private Job Printer name mask Default made FormPort Archive External archiving Digital CabiMET Figure 124 Forms Management agent Parameters Capella Technologies Inc AS 400 process Preprocessing Use this parameter to perform a particular processing task if the data comes from an AS 400 system Data character set Use this parameter to indicate the table of characters 1n which the data are defined Windows ANSI PC850 or Roman 8 1 Right click on the Data character set icon 79 80 Chapter 3 Using FP Server 2 Select the character set from the list a Windows ANSI Default PC850 j koman amp Figure 125 Forms Management agent Data character set Additional parameters complementary options allows the user to add to the Forms Management command parameters which are defined in the options of the FormPort agent 1 Right click on the Additional parameters icon 2 Select Change value 3 Type the new value in the text box Encryption key alphanumeric code Encryption is the reversible transformation of data from the orig
38. printer objects reside in a spooler A logical printer allows one physical printer to be used as numerous virtual printers each with customized features such as Capella Technologies Inc Glossary auto ASCII to PostScript conversion multiple bin selection customized strings before and after jobs and more lower cassette Optional paper cassette attached to printer The cassette comes either in various paper sizes or 1s adjustable for various size papers Additional envelope trays are available also LPD Line Printer Daemon A TCP IP printer protocol that provides print spooling and network printing Originally developed for Berkeley UNIX BSD UNIX LPD has become the de facto cross platform printing protocol LPD and its LPR Line Printer Remote client counterpart are often referred to as the LPR LPD protocol The LPD software can reside in a computer that serves as the print server or within the printer itself and most network printers have built in LPD support The LPR software must be installed in the client machine and the LPR client sends its printer output to the IP address of the LPD printer LPD server which queues the files and prints them when the printer becomes available LPD servers can support multiple printers in which case the LPR client identifies the intended printer by its queue name If the operating system does not support LPR LPD it must be installed from a third party For example Windows NT
39. requires a Private Identifying Number PIN See the printer s User guide for more information about Private Job functions 1 Right click on the Private Job icon 2 Select Private Job PIN code 3 Type the 4 digit PIN code in the text box FormPort Archives Use this parameter to direct documents to FormPort Archive FormPort Archive is software that archives print jobs sent through FormPort Server using indexes located in the spool data Once the document is archived users can review email and reprint archived documents from a website See the FormPort Archive User Guide for more information 67 66 Chapter 3 Using FP Server 1 Right click on the folder icon below the FormPort Archives icon 2 Select Backup Directory 3 In the Browse for Folder dialog navigate to the desired backup directory and select a folder 4 Click OK External Archiving Allows files to be archived outside of FP Server and directs documents to AutoStore Right click on the Input format icon to define the printer language and right click on the backup directory icon to define the archive location See the AutoStore User Guide for more information Digital CabiNET Use this parameter to direct documents to Digital CabiNET Digital CabiNET is a high end software solution that archives print jobs sent through FormPort Server using indexes located in the spool data See the Digital CabiNET User Guide for more information Right click
40. the Default process in the upper left corner and select New from the drop down menu 30 Capella Technologies Inc Chapter 2 Getting Started Printing process Seles JE DEFAULT i gh PROFILES Duplicate this process Secure this process Disable this process Process 1 1 Figure 29 Configure Printing Profile New Printing Process 4 This will create a new process named NoName 1 Right click on this process and select Modify the name from the drop down menu Printing process PEE a dik PROFILES New Rac Delete this process Duplicate this process Modry the name Secure this process Disable this process Process 1 2 Figure 30 Configure Printing Profile Modify name 5 Type Check as the name of the process and click Enter 6 Right click on Profile and select Add a profile from the drop down menu The Select a profile dialog box displays icons for the Capella Technologies Inc 31 Chapter 2 Getting Started following profiles Click here for more information about FP Server Profiles e Printer profile e Time profile e User profile e Title profile e Generic title profile e Group profile e Folder profile e Trigger profile Printer profile User profile Generic title Group profile Time profile Folder profile Trigger profile prafile Figure 31 Configure Printing Profile Profiles list Double click on the Printer Profile i
41. the Users in the Profile list Add a User Use the following steps to add a User to the User profile l Right click on the User profile icon in the FP Printing processes window and select Add a user on the drop down menu Add a profile Delete this profile Add a user Figure 63 Manage Add a User menu Select a User name in the User profile dialog box User profile SUL Agen mdE wec Gus Figure 64 Manage User profile list Capella Technologies Inc 53 54 Chapter 3 Using FP Server 3 Click Add 4 The new User will display below the User profile icon in the Printing process window L User profile Guest Figure 65 Manage New User Time profile Use the Time profile to restrict output of sensitive documents to standard working hours Time profile Figure 66 Manage Time profile icon Example This profile is TRUE if a print job is scheduled to print M S 10 a m 5 p m Create a new time period Use the following steps to add or change a Time period 1 Right click on the Time profile icon in the Printing process window and select Add a period on the drop down menu Add a profile Delete this profile a Add a period Sige erincer prorie Figure 67 Manage Add a period menu 2 In the Select a valid period dialog box choose the Day and Time parameters Capella Technologies Inc Chapter 3 Using FP Server Select a valid period
42. the source for the input file Capella Technologies Inc 91 52 Chapter 3 Using FP Server Printer profile Figure 58 Manage Printer profile icon The printers selected in the Printer profile must be running with the FormPort print processor Otherwise FP Server cannot analyze the document characteristics to determine to which printer the document should be sent Add a Printer Use the following steps to add a printer to the Printer profile l Right click on the Printer profile icon in the FP Printing processes window and click Add a printer on the drop down menu VH Adda profile Delete this profile Add a printer Figure 59 Manage Add Printer menu 2 Double click on a printer in the Select a printer window Select a printer z Lun Log fe dmg ad FormPart Figure 60 Manage Select new printer 3 The new printer icon will display below the Printer profile icon x Tm q m n ie m i s Printer profile d FormPort Figure 61 Manage New printer Capella Technologies Inc Chapter 3 Using FP Server User profile Use the User profile for security purposes to authorize individuals who interact with the system at the application level Es User profile Figure 62 Manage User profile icon Example This profile is TRUE if the user or owner of the document who initiated the print job corresponds to one of
43. 2 Figure 93 Figure 94 Figure 95 Figure 96 Figure 97 Figure 98 Figure 99 Figure 100 Figure 101 Figure 102 Figure 103 Figure 104 Figure 105 Figure 106 Figure 107 Figure 108 Figure 109 Figure 110 Figure 111 Figure 112 Figure 113 Appendix A List of Figures Manage Add Genere TIL FUB Ne ES era E SF N Eb ct N Ee Ee 57 Manage Change Generic title menu esse ee eene nennen eene ener n n nnn nnns 58 Manage Lype new Generic HEES eN bi CUu sett EE ee buen N A DE sper dde eua GE ES N EN 58 Mangoes Group Proide i OES DA GE rdi See ner rea EE Merny oe Ee er rear D os UU E 58 Manace lt Add a Group MENU Ese EE Oe EE EE EG N Ge 58 hu Eni Ee N eie vodde T 59 IY nike fecal NEW CIEODDO EE oe Oe EG Re N Ee EE EE N Ee 59 Mangere Folderpro nle EO es SEE AE EE RE AE Ge MOM E eN 59 Manage add a Foldet EDT eoe oo Re Ee Re N ei Ge N DA EA weer rere 60 Manage Chante Folder Meni bos ER ee ee RR Ee DR ee De Ek Ge asie RE 60 Manage Browse for folder window ees esse esse EE ee ee ee AR RR ee ee ee ee ee ee ee nnn nnns 60 Titssef proiile OON iese ee m m 61 Add Tris SE mI aaa 61 Manage Define new Trigger cccccccccccccccccccsssssssseeseeecceccceeeeeeaaaaaasssseeeeeceeeeeeeseeeaaaauagseeeesses 61 New Trtgser deli OD eek Ke Eg Vota dos Een Lov ot bna Ev Lo voa ee NA EP eO ee 61 TUAM GO RE 62 LFormbP
44. Browse for folder dialog navigate to and select the directory folder Browse for Folder Select A Directory C Program Files CapTechiFormPort Server Public 4rchive BlazeFtp CapTech Si FormPort Server ES Admin H E Fonts r3 Forms AE Logs E Public AI FEE fy Doc v j um Cancel Figure 147 PDF agent Browse for folder 3 Click OK PDF agent additional parameters The PDF agent uses the following additional parameters Es N Add an agent Delete this agent File name Password Changes Selection Comment editing Printing Figure 148 PDF agent parameters 90 Capella Technologies Inc Capella Technologies Inc Chapter 3 Using FP Server File name Creates a fixed pdf filename 1 Right click the Filename Select folder icon 2 Type the new filename in the text box Figure 149 PDF agent Modify filename Password Used to password protect the filename 1 Right click the Password Select key icon 2 Type the new password in the text box Figure 150 PDF agent Modify password Changes Used to enable changes in the pdf viewer 1 Right click the Changes icon 2 Select Enable changes or Disable changes mmm i ao T T T T Enable changes Cs 2 Disable changes aa Figure 151 PDF agent Changes Selection Used to enable or disable the selection feature in the pdf viewer 1 Right click the Selection icon 2 Select Enable selectio
45. Department of Defense to internetwork dissimilar systems TCP provides transport functions which ensures that the total amount of bytes sent is received correctly at the other end IP 1s the network layer protocol in the TCP IP communications protocol suite toner A powdered ink composed of plastic carbon black and iron oxide The materials in toner are mixed resolidified and ground into an extremely fine powder Capella Technologies Inc 169 1 0 Glossary U Unix A multi tasking multi user operating system for minicomputers mainframes and networked workstations that was developed by at amp t and is popular among engineering and technical professionals user default The printer s default environment selected through the control panel with the remainder of the environment features set to the factory default values V W watermark A feature in the printer driver that allows for text to print in the background of a page Windows NT Windows New Technology A 32 bit operating system from Microsoft for Intel x86 and Alpha CPUs It is also the core technology in Windows 2000 and Windows XP NT comes in separate client and server versions the latter including Microsoft s Web server IIS Like Windows 95 98 NT includes built in networking and preemptive multitasking It also includes the same user interface but some dialogs are different and many are exclusive to NT Unlike Windows 95 98 NT supports
46. Encryption key Printer name mask FormPort Archive External archiving Er Figure 105 MegaForm parameters Capella Technologies Inc AS 400 process Preprocessing Use this parameter to perform a particular processing task if the data comes from an AS 400 system This processing interprets AS 400 print control commands and reformats data with more consistency Data character set Use this parameter to indicate the table of characters 1n which the data are defined Windows ANSI PC850 or Roman 8 1 Right click on the Data character set icon 2 Select the character set from the list P vis Windows ANSI Default Pasg koman amp Figure 106 MegaForm agent Data character set Additional parameters complementary options Use this parameter to add to the FormPort command parameters which are defined in the options of the FormPort agent 1 Right click on the Additional parameters icon 71 Chapter 3 Using FP Server 2 Select Change value 3 Type the new value in the text box e Encryption key alphanumeric code The encryption key feature which functions as soon as FP Server merges data and the form requires an encryption DIMM card to be installed in the printer To be read an encrypted file must be decrypted using the secret encryption key Encryption the most effective way to achieve data security uses an encryption algorithm and an encryption key Encryption 1s the reversible transformatio
47. I carry out secure remote printing to key customers or vendors EE N OE EE OE EE ees 138 How do I use an FTP or file transfer instead of a logical printer 138 Chapter 5 FORMPORT SERVER TROUBLESHOOTING 139 Chapter 6 FORMPORT SERVER LICENSE TERMS AND AVAILABILIUDY RENEE dere ME ER OE N N N RIDE 140 Chapter 7 Inside FormPort Server 141 FOUONF OL FN LOOIC M H a 141 FOMFOrN Logical PMOS RE RE OE OE 142 FP Server Print Manager Adds Functionality to Windows Print Manager 143 Logical Printer and Print Queue Strategy ee RE 144 Clo ctrj 146 Appendix A List of FIQUEIBS ives csc cniin outrae sunu ENG NEK GO E RE ee ee ee de see 173 Capella Technologies Inc o Preface FormPort Server Preface FormPort Server The FormPort Server User Guide contains detailed information about Capella Technologies FormPort Server Business Document Output and Management Solution and the FormPort tools and commands This guide is written to enable network administrators using popular database management systems e g Oracle as well as applications residing on older legacy generation hardware and software systems to attractively cost effectively and securely format and output data in the form of finished professional documents The FormPort Server User Guide cov
48. Inc Appendix A List of Figures Repor derd DEOS Os ER AE Ee N EEA E tops Uc EE 120 Report agent Media type see SEE eN dos EG oo De N ES Go GN Ge EN GE NE N N Ge Ge 120 Report agent Output DiM osse SE Se Ee GE Ee De ER GE ee EN 121 Ropon aree ia I ER ER ORE food me t HUMUM IE RE ER mee eer meee SURE 121 Printing Process Default Wi OW sis SE SG EN OF ceaneud seuaniatdeniadcnntsedscwsanudsduatiedtec 122 BE Bl OPE 0 1 se N EE Oe esI EE EE 123 Prime Process PEoce ss SEO HEB CE ees ei Ee n Ee eo ede Ge 124 Seer Process password dinee se GEE GR Ge EE DR ER Ne IE Ge DE Ee EE 124 Mees File ES ee oe Ee ee Ee eon re ew ee abe EE IUE 124 Tale pine ok ie AE OE EO RE OR OE EEN 125 Ui tale LLE N Ee N reece 126 Review sBackup ie De 127 Review Event viewWel ss Nee EE gese ed ee ek ed ke od RR ED ek ee 129 PSV Sy EE LE r E N ER EE OE EE eee 130 guru un N NE EE N RE EE TE 131 Printers eed dio N KOR EE KO EE ER HE 131 Printers V 16 AM 132 Pomer SON OG Le Ee N Oe ee Ee OE N N 133 al ek Ae TU EE OO Ee OO ON E re EE ON OE S 133 PR CONS UE AOA Lo NR EMT cn 134 About FormPort SCL Cl dM M C 135 179
49. M s midrange series of computer systems used primarily for business applications most of which are written in RPG III and COBOL The AS 400 was designed to supersede the System 36 and System 38 IBM s prior midrange computers The AS 400 is an enhanced version of the System 38 which includes an integrated relational database management system Since System 38 programs can be run without change in the AS 400 System 38s were readily exchanged for AS 400s However in order to run System 36 applications the programs have to be recompiled In 1994 IBM introduced the AS 400 Advanced System 36 a PowerPC based version of the AS 400 that natively runs the System 36 SSP operating system and its applications The AS 400 serves in a variety of networking configurations as a host or intermediate node to other AS 400s as a remote system to mainframe controlled networks and as a network server to PCs In 2000 IBM changed the name of AS 400s to iSeries eServers The AS 400 is used in small to medium sized businesses and thousands of applications have been written for it Capella Technologies Inc 147 148 Glossary ASCII Acronym for American standard code for information interchange An 8 bit code that uses seven bits to represent character information such as letters punctuation symbols and control characters The eighth bit can be used for parity Allows computers to exchange data and information asynchronous printing Asynchro
50. OFTWARE LICENSE AND COPYRIGHT terms and conditions No title or ownership of the Software is conferred with the License sd Do you accept all the terms of the preceding License Agreement If you select No the setup will close To install FormPort Server you must accept this agreement Installed Figure 21 Installation License Agreement 9 Click Next to install the software into the default installation directory 26 Capella Technologies Inc Chapter 2 Getting Started FormPort Server InstallShield Wizard FormPort Server 5 9 Build 507 Setup will install FormPort Server in the following folder To install to this folder click Next To install to a different folder click Browse and select another folder Destination Folder E Program Files CapT ech FormPort Server InstallShield Figure 22 Installation Installation directory 10 Click Next to accept the default settings in the Program Folder FormPort Server InstallShield Wizard FormPort Server 5 9 Build 507 Setup will add program icons to the Program Folder listed below You may type a new folder name or select one from the existing folders list Click Next to continue Program Folder FormPort i Existing Folders e L Adob UES a Avery DesignPro avast Antivirus InstallShield Figure 23 Installation Program folders 11 View the displayed system information and then click Next to begin the in
51. OL FILE NAME processing OUTPUT SPOOL FILE NAME Spool file name after an agent processing USER NAME Name of the job user JOB NAME Job title Name of the machine which emitted the COMPUTER NAME job Name of the printer where the job is INPUT PRINTER NAME _ defined Capella Technologies Inc 155 Glossary forms software A type of program that enables you to design and fill in forms on a computer Most forms packages contain a number of sample forms that users can modify for their own purposes including publishing a form on the Internet so that anyone with Internet access can fill it out The software can be 1 Workflow software used to create on screen data entry forms and provide e mail routing and tracking of the resulting electronic documents 2 Program development tools that build applications by designing the on screen forms for data entry update and so on The forms are generally designed with visual programming tools that allow fields buttons and logos to be drawn directly on screen The business logic is either selected via menus and or written in behind each field or button with lines of 4GL or 3GL programming code front office application Front office application software faces the customer directly It provides the functionality and data necessary to take orders configure complex products and provide effective service and support to customers It includes customer relationship management CRM sales force a
52. Unix operating systems e Supports data output from AS 400 and mainframe systems via a TCP IP link to a Unix PC host Capella Technologies Inc 141 142 Chapter 7 Inside FormPort Server e Versions available for the following platforms Windows 95 98 2000 NT XP HP UX HP 9000 SCO Unix Linux AIX Sun Solaris When the host application outputs a data file FormPort Print Logic e Converts the data into fully formatted professional documents e Sends the formatted data to a printer e If printing sends the formatted data to the appropriate print queues as standard PCL output which can then be printed on a variety of laser printers Because FormPort Print Logic has been optimized for maximum throughput it is ideal for production printing FormPort Logical Printers A logical printer is a software interface that resides on the print server between the operating system and network printers and allows one physical printer to be used as numerous virtual simulated printers each with customized features FormPort Print Logic gives network administrators the ability to install FormPort enabled printers on a server as logical printers rather than as physical printers For example when printing invoices one would select the invoice logical printer and FormPort Server will customize the document accordingly FormPort Server monitors the logical printer to determine how a print job is processed and how it i
53. age Figure 140 File Split agent a Define Form Feed break Use the following steps to define the Form Feed break 1 Right click on the Form Feed break icon and then select an option from the drop down menu File split agent Form Feed break Form Feed break Line break 4 String break Er MITTEN Figure 141 File Split agent Form Feed Break Capella Technologies Inc 87 Chapter 3 Using FP Server Define Cut sequence Dividing a print job into several parts in order to produce ASCII files requires establishing values for the cutting mode The Cutting Mode parameters are as follows e Line cutting The File Split agent divides the print job by n number of lines specified in the cutter parameter A new page is created every n line s e Sequence cutting The File Split agent divides the printing flow when it reaches a sequence specified in the cutter parameter This sequence can include the carriage return via the sequence r n Unix commands for carriage return and line feed e Form feed cutting The File Split agent formats the print job to make it ready for printing The Cutting Mode parameter represents the number of lines or the sequence according to what is specified in the cutting mode parameter used only for the first two cutting modes Use the following steps to define the Cut sequence 1 Right click on the Cut sequence icon r n and then select Change cut sequence
54. agent Add a printer Use the following steps to add a printer to the PDF Print agent 1 Right click on the PRINTERS icon and then select Add a printer from the drop down menu Ps 3k Print agent a MEN d Add a printer Figure 207 PDF Print agent Add a printer menu 2 Double click on a printer icon in the Select a printer dialog box 3 The new printer will display below the PRINTERS icon Capella Technologies Inc Chapter 3 Using FP Server 559 PRINTERS C HP LaserJet 9050 Figure 208 PDF Print agent New printer Define output printer selection Use the following steps to define the strategy for selecting an output printer in PDF Print agent 1 Right click on the First available printer icon First available printer Printer with minimum workload First printer defined in list Parallel printing Figure 209 PDF Print agent Select output strategy 2 Select a strategy from the drop down menu 3 The strategy for selecting an output printer will display beside the icon D First printer defined in list Figure 210 PDF Print agent Defined output strategy Number of copies Use the following steps to configure or change the number of copies 1 Right click on the Number of copies icon and select Change number of copies 2 Type the number of copies in the text field that surrounds the number of copies Press Enter to complete the change Figure 211 PDF Prin
55. ame z j Generic title profile Figure 74 Manage Generic Title profile Example This profile is TRUE if the document title corresponds to one of the expressions defined in this profile list These expressions include generic characters The table below presents these characters as well as possible associations A Beginning of the string The expression A matches an A only at the beginning of the string 56 Capella Technologies Inc Chapter 3 Using FP Server The caret immediately following the left bracket has a different meaning It is used to exclude the characters within brackets from matching the target string The expression 0 9 indicates that the target character should not be a digit The dollar sign matches the end of the string The expression abc matches the sub string abc only if it is at the end of the string The alternation character allows the expression on either of its sides to match the target string The expression a b matches a as well as D p The dot matches any character The asterisk indicates that the character to the left of the asterisk in uisus should match 0 or more times The plus is similar to the asterisk but at least one character to the left of the in the expression should match The parenthesis affects the order of pattern evaluation and also serves as a tagged expression that can be used when replacing the matched sub strin
56. apter 3 Using FP Server Change configuration Since many different forms are going through one print queue the change configuration parameter allows the user to distinguish and select forms e g checks invoices through the use of unique combinations of characters Different forms can be triggered by the same characters occupying different positions line or column in the spool file Use the following steps to change the configuration triggers 1 Right click on the Configuration icon and select Change configuration Forms Management Agent E M PRIMTERS D First available printer C PEE UE 2 CanFiquratian Change configuration Figure 121 Forms Management agent Change configuration 2 In the Forms management dialog box type the information in the Trigger Line Col and Form to use fields and then click Add Forms management Form to use Form to use ic MProgram Files CapT ech F ormPort Server Foms che Delete Cancel modifications Figure 122 Forms Management agent Change configuration dialog 3 Click Save modifications 78 Capella Technologies Inc Chapter 3 Using FP Server Forms management Form to use 1 C Program Files CapT echNFomPort Server Forms check Ipf Trigger Line Col Form to use IL O ee j Save modifications Cancel modifications Figure 123 Forms Management agent Changed configuration Forms Management agent
57. at surrounds the number of copies Press Enter to complete the change Figure 131 Print agent Change number of copies Capella Technologies Inc 83 84 Chapter 3 Using FP Server Print agent additional parameters The Print agent uses the following additional parameters e Insert Banner The banner see glossary management allows the user to automatically insert a banner before any printing This page can contain The name of the user initiating the job The document name etc 1 Right click on the Print agent icon 2 Select Banner on the drop down menu 3 The Banner icon is displayed below the Print agent icon in the Printing process window Sy Print agent LU m T p PRINTERS D BD First available printer 1 x2 E Figure 132 Print agent Banner icon Pause agent Use the Pause agent to suspend the course of a document process Resume the process by selecting the document on the printer then by selecting the Resume command in the menu Unless the pause agent 1s used a job is printed immediately The Windows print spooler can also be paused by using the printer properties The Pause agent can only be used with the MegaForm and FormPort agents aco Pause agent lt Select gt Figure 133 Pause agent Capella Technologies Inc Chapter 3 Using FP Server Define a resume time Use the following steps to define a resume time 1 Right click on the Proce
58. automatically terminate upon any transfer of the SOFTWARE or the Capella Technologies product Upon transfer you must deliver both the DIMM product if applicable and the SOFTWARE including any copies and all related documentation to the transferee The transferee must accept these license terms as a condition to the transfer 4 We reserve the right to terminate this license upon breach In the event of termination all copies of the SOFTWARE must be returned or with prior written consent a certificate of destruction of all copies may be provided Capella Technologies Inc 2099 S State College Blvd Suite 500 Anaheim CA 92806 USA Phone 714 385 4900 Fax 714 385 7936 http www capellatech com support capallatech com Capella Technologies Inc Chapter 1 Introduction Chapter 1 Introduction Capella Technologies FormPort Server software is a complete Business Document Output and Management Solution Typical business documents include e Financial Documents MICR Secure Output Remote Printing e HR Documents Payroll W2s 1099s etc e AR Documents Invoices Statements POs etc e Academic Documents class schedules and rosters grade report mailers and transcripts campus news registration forms and statements enrollment forms degree audit evaluations mark sense test forms etc Capella Technologies FormPort Server software provides e Transaction printing for document generation f
59. ble this process Figure 236 Change Printing process 4 Select a change function from the drop down menu If Duplicate this process is selected the process duplicated must appear in numerical order to produce proper output Capella Technologies Inc 123 Chapter 3 Using FP Server D Check ete Copy of DEFAULT ok Copy of DEFAULT iby Copy of DEFAULT efi Copy of DEFALILT et Copy of DEFAULT IDEE ALILT Figure 237 Printing Process Process seguence If Secure this process is selected a dialog box will display that reguests a User password to validate the User account w Secure Process Password Confirm Password oes Figure 238 Secure Process password dialog rinti process If Disable this process is selected the process will no longer be executed and the icon will display the universal No symbol To re enable the process right click the icon and select Enable this process bonae e Er File Printing Use the FP Server File printing dialog to send a file to a printer by defining the title of the document the type of data and the number of copies f FormPort Server File Review W Setup Help Printing process File printing A050 Figure 239 Manage File printing 124 Capella Technologies Inc Chapter 3 Using FP Server 1 In the FP Server interface click Manage in the
60. ce management section to select interface management tasks the User is authorized to perform e Backup e Event Viewer e Alarm e Printing process e File printing e Printers configuration e Settings e Users Management FormPort Server User wx Find Delete Close Menara Scott Interface management ri Backup iv Event viewer iv Alarm wl Printing process File printing iv Printers configuration Settings Users management Figure 40 Setup User Interface management Capella Technologies Inc 39 Chapter 2 Getting Started 4 Usethe Printers management section to select printer management tasks the User 1s authorized to perform e Pause Resume a printer e Change FormPort Server management e Manage their jobs e Manage all jobs Printers management v PauselResume a printer v Change FormPort Server management Manage their jabs Manage all jobs 1 User s Figure 41 Setup User Printers management 5 To delete a User highlight the User name and click Delete on the menu bar Print a Sample File Use the following steps to print a sample file 1 Run the Setup exe in the C Programs CapTech FormPort Capspool folder and install the CapSpool Software Utility using the default installation settings 2 After Capspool is installed go to Start gt Programs gt capspool and select Capspool This will run the Capella Technologi
61. con to select it The icon is displayed in the Profiles section of the Printing Process window Capella Technologies Inc Chapter 2 Getting Started Printing process DEFAULT e254 printer profile Figure 32 Configure Printing Profile Printer profile 8 Right click on the Printer Profile icon 9 Select Add a printer 10 In the Select a Printer dialog box double click on the FormPort printer icon to select it 11 The FormPort printer icon is displayed below the Printer profile icon on the Printing Process screen Capella Technologies Inc 33 Chapter 2 Getting Started m PROFILES s Printer profile d FormPort X AGENTS Figure 33 Configure Printing Profile Add printer Configure a New Printing Process Agent Use the following steps to configure a new Printing Process agent 1 In the Printing Process window right click on Agents and select Add an agent 2 The Select an agent window displays a list of agent icons For two weeks after registration the initial installation permits the display of all FP Server agents Subsequently only licensed agents will appear The complete list of FP Server agents includes e FormPort agent e MegaForm agent e FPDK agent e Forms Management agent 34 Capella Technologies Inc Chapter 2 Getting Started e Print agent e Pause agent e Encryption agent SecureDIMM e File Split agent formerly ASCII e PDF agent archive conversion
62. ct Event viewer 128 Capella Technologies Inc Chapter 3 Using FP Server FormPort Server Event viewer Figure 243 Review Event viewer 2 Click Refresh on the Event Viewer toolbar 3 The Event viewer window displays information in the following columns e Date e Hour e Identifier e Type e Description 4 Use the Event viewer toolbar icons to manipulate the displayed information e Email Send events report by email e FTP Send events report by FTP e Save Save events report e Filter Select records e Refresh Refresh table e Delete Delete selected events Alarm Managing Warnings and Errors The Alarm window displays each alarm generated by FP Server During the printing process an alarm is generated for each print job warning or error Capella Technologies Inc 129 Chapter 3 Using FP Server Use the following steps to view alarms and errors 1 In the FP Server interface click Review on the menu bar and then select Alarm FormPort Server Alarm x Refresh Delete Close Date Hour j Environment Message j E 910 a 7410 AM The Format of the specified share name is il 9 10 2005 1 00 08 PM_ Error 11 pdF MEGA Spool File copying The operation completed successfully OO ani jznns 5 21 25 PM Error i1l pdF MEGA Spool File copying The operation completed successfully OO an jz ds 5 23 37 PM Error 11 pdf MEGA Spool
63. d directly into one of the memory expansion sockets of most DIMM and Compact Flash CF based HP LaserJet printers The DIMM CE contains firmware that is executed by the microprocessor in the LaserJet printer This firmware extends the printer with sophisticated data decryption capabilities Encrypted data 1s decrypted at its final destination printer Change encryption key Once a file is encrypted the data translated into a secret code or ciphertext reading it requires access to a secret key Use the following steps to change the encryption key values 1 Right click the Encryption key icon and then select Change value 5 060708090 4080COD0E0F Change value Figure 138 Encryption agent Change value 2 Type the new Encryption key in the text field that surrounds the Encryption key Press Enter to complete the change Capella Technologies Inc Chapter 3 Using FP Server Figure 139 Encryption agent New value File Split agent Use the File Split agent to divide a print job into several parts in order to produce smaller print jobs This agent only supports ASCII text files ASCII American Standard Code for Information Interchange is the most common format for text files in computers and on the Internet ASCII text files become a common denominator between applications that do not import each other s formats f File split agent LZ Form Feed break a GP PRINTERS he EET Distribution by p
64. defined in list Figure 111 FPDK agent Defined output strategy Capella Technologies Inc 73 Chapter 3 Using FP Server Select a form Note ASC forms must be loaded before forms can be selected See Update ASC forms Use the following steps to select a form in FPDK agent 1 Right click the Select icon and then click Select a form on the drop down menu 2 In the Open window navigate to the form files in the Setup folder of the Program Files directory on the hard drive The filename extension B indicates an FPDK form ET hy My Recent Documents Deskta hu Computer My Network File name AP B aces Files af type Form Cancel Figure 112 FPDK agent Select a form FPDK agent additional parameters Additional parameters are specific to the FormPort service refer to the FormPort documentation 74 Capella Technologies Inc Chapter 3 Using FP Server Add an agent Delete this agent Encryption key Update ASC Farms r Figure 113 FPDK agent parameters e Change encryption key FP Server comes equipped with a default encryption key Once a file is encrypted its data translated into a secret code or ciphertext reading it requires access to a secret key When Encryption key is selected in the parameters menu the Encryption icon appears below the FPDK agent icon in the Printing Process window 1 Right click on the Encryption icon and
65. e check fpf h Places Files of type Form fpf v Cancel Figure 96 FormPort agent Select a form FormPort agent pre processing parameters Additional parameters are specific to the FormPort service refer to the FormPort documentation To select a pre processing parameter right click on the FormPort agent icon and then select the parameter from the list The icon for the selected parameter will display below the FormPort agent icon FormPort pre processing parameters include Capella Technologies Inc 65 66 Add an agent Delete this agent 45400 process Data character set r Chapter 3 Using FP Server Additional parameters Encryption key Private Job Printer name mask FormPork Archive External archiving Digital CabiMET E Figure 97 FormPort pre processing parameters AS 400 process Preprocessing Use this parameter to perform a particular processing task if the data comes from an AS 400 system This processing interprets AS 400 print control commands and reformats the data with more consistency Data character set Use this parameter to indicate the table of characters 1n which the data are defined Windows ANSI PC850 or Roman 8 1 Right click on the Data character set icon 2 Select the character set from the list cua RST metal Windows ANSI Default Peso Raman amp Figure 98 Data character set Additional parameters complementar
66. e selected printer is displayed below the PRINTERS icon in the FormPort agent list 36 Capella Technologies Inc Chapter 2 Getting Started FormPort agent Gm PRINTERS i a C HP LaserJet 9050 a o Figure 36 FormPort agent New Printer 6 Right click on the Select icon and click select a form 7 In the Open dialog click the arrow on the right side of the Look in menu box This allows you to navigate to and select any folder on your computer s hard drive 8 Locate and select the check fpf file in your c Programs directory and click Open to select it The check fpf file will be displayed below the Select icon in the Printing Process Agent window PRINTERS GO HP LaserJet 9050 B First available printer CProgram FilesicapTechiFarmPart Server Forms check Foe Figure 37 FormPort agent Select form file Printer Setup Use this function to test a printer before printing to see if the printer is active When using the TCP IP protocol FP Server allows the user to perform a ping response test on a printer to determine the status of the printer A ping checks for the presence of a particular printer verifies that the printer s IP address exists and assures that the printer is actually operating and can accept print requests Use the following steps to set up a printer 1 On the Setup pull down menu click Printer Capella Technologies Inc 37 38 Chapter 2 Getting Sta
67. e Ee 18 Fisurc 5 Help pull down ie TIU si sesse Ee Ee EG SG ee Si ET E REEL 18 Eise 9 Standard FP Server WMO P 19 Figure 10 Standard FP Server Dialog BOX sasie essens sk ee ora Fe noto nume See oe se Ve neo du en pan ee 19 edit TT ME gade des GR Ee ee ee Ee ee EE 20 Figure 12 Alana validation QUE usua sesse osd sos ees See Ge ER Dee eeu ER ee Ek ee Ee GEE Gee ee 20 Fig r 5 Alarm dio EO EE aeaii 21 Pree 14 AE uas OE cca gan 21 Eise Tos EEIBIOE HEL ae OE Ee EE EE EG E N N GEE OD ER EE EO EE OE 22 Fig re 16 Printer Job Vi RP EE GE ed EE GE eo SE GE GE 22 Figure 17 Job View Printer Menu sesse sesde deno Ee ee eo dan e a GE De 27 Figure 18 Job View Document MENU ee 23 Figure 19 Job bau 23 Figure 20 Installation 4 Setup ICON ne AE Re N Re RE Gee ER Ge ee Ge RE we OE be ed 26 Figure 21 Installation License Agreement ee 26 Figure 22 Installation Installation directory cesses eene zr Figure 23 Installation Program folders cccccceccesseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 21 Figure 24 Installation System 1nformatiOn 2o Se reote Ge GR god go 28 Figure 25 Installation Complete nennen eene nennen eene es tenes 28 Figure 26 Adapt local printer Printer St sesse ee ee ee ER EE ee ee ee ee ee ee nnn nennen nennen ee ee ee nnn nnn nnns 29 Figure 27 Adapt local printer
68. e change e Name of Account to log on 1 Right click the icon and then select Modify the account FTP m J FTP agent LA z5elect gt E 4 Modify the account Figure 191 FTP agent Modify the account 106 Capella Technologies Inc Chapter 3 Using FP Server 2 Type the account information in the text box 3 Press Enter to complete the change e Password 1 Right click the icon and then select Modify the password FTP agent CA lt Seleck gt f lt Seleck gt Modify the password Figure 192 FTP agent Modify the 2 Type the password in the text box 3 Press Enter to complete the change e Time out 1 Right click on the icon and then select Time out in seconds to execute FTP command FTP agent CA lt Select gt LE zSelecE sp lt Select gt HSE Modify time out Figure 193 FTP agent Modify time out 2 Type the time in the text box 3 Press Enter to complete the change e Detect attachment 1 Right click the Attachment icon 2 Select an attachment type from the drop down menu Capella Technologies Inc 107 108 Chapter 3 Using FP Server FTP agent ai lt Select gt LE lt Select gt wei lt Select gt E lt Detect gt Detect gt FFA PEL PDF Figure 194 FTP agent Detect attachment Additional FTP agent parameters FTP agent includes additional parameters Right clic
69. e has migrated to the Windows environment In the PC world a document is a file created with a word processor In addition to text documents can contain graphics charts and other objects In general a document is a record or the capturing of some event or thing so that the information will not be lost Usually a document is written but a document can also be made with pictures and sound A document usually adheres to some convention based on similar or previous documents or specified requirements Examples of documents are sales invoices wills and deeds newspapers individual newspaper stories oral history recordings executive orders and product specifications A document is a form of information A document can be put into an electronic form and stored in a computer as one or more files Often a single document becomes a single file An entire document or individual parts may be treated as individual data items As files or data a document may be part of a database Electronic Document Management EDM deals with the management of electronically stored documents When using certain computer application programs such as a word processor a document is the unit of saved work Each document is saved as a uniquely named file document management The capture and management of documents within an organization The term used to imply the management of documents after they were scanned into the computer Today the term has become an umbrella u
70. e s format so transporting files from one software application to another is possible firmware Firmware is software contained in a read only memory ROM device Firmware is a cross between hardware and software Capella Technologies Inc Glossary form A formatted document containing blank fields that users can fill in with data With paper forms it is usually necessary for someone to transfer the data from the paper to a computer database where the results can then be statistically analyzed Some OCR systems can do this automatically but they re generally limited to forms containing just check boxes They can t handle handwritten text Electronic forms solve this problem by entirely skipping the paper stage Instead the form appears on the user s display screen and the user fills it in by selecting options with a pointing device or typing in text from the computer keyboard The data 1s then sent directly to a forms processing application which enters the information into a database Electronic forms are especially common on the World Wide Web because the HTML language has built in codes for displaying form elements such as text fields and check boxes Typically the data entered into a Web based form is processed by a CGI program FP Server Routines FP Server can automatically substitute character strings to their value at execution time FP Server routine name Substitute chain opool file name before an agent _INPUT SPO
71. e the FormPort Archive User Guide for more information 1 Right click on the folder icon below the FormPort Archives icon 2 Select Backup Directory 3 In the Browse for Folder dialog navigate to the desired backup directory and select a folder 4 Click OK External Archiving Allows files to be archived outside of FP Server and directs documents to AutoStore Right click on the Input format icon to define the printer language and right click on the backup directory icon to define the archive location See the AutoStore User Guide for more information Digital CabiNET Use this parameter to direct documents to Digital CabiNET Digital CabiNET is a high end software solution that archives print jobs sent through FormPort Server using indexes located in the spool data See the Digital CabiNET User Guide for more information 1 Right click on the Select folder icon below the Digital CabiNET icon 2 Click Select a configuration file 81 Chapter 3 Using FP Server 3 In the Open dialog navigate to the xml configuration file and click OK 4 Right click on the Backup directory folder icon below the Select folder icon 5 Select Backup Directory 6 In the Browse for Folder dialog navigate to the desired backup directory and select a folder 7 Click OK Print agent Use the Print agent to direct any file to a virtual or physical printer to create duplicates of original forms and to re
72. eased by using a 4 digit personal identification number pin through the printer s control panel Q queue A print queue is a list of documents waiting to be printed on the printer In the print queue you can see information such as the size of the document who sent the document and status information for printing as raster graphics Images composed of groups of dots are raster images Pictures in newspapers or on televisions are examples of raster images PCL includes commands for printing raster images rasterizer A software routine that converts outline fonts or vector data into rows of dots for use by a computer device requiring dots For example printers and video screens do not use lines they print dots that take the form of lines Capella Technologies Inc 167 168 Glossary report A printed or microfilmed collection of facts and figures with page numbers and page headings A formatted and organized presentation of data Formatting text involves specifying the font alignment margins and other properties resolution A measurement of print in dots per inch dpi in output material HP LaserJet printers have a maximum of either 300 or 600 dpi resolution The higher the dpi value the greater the resolution Ret Resolution enhancement technology is an HP technology that improves the print quality standard but doesn t change the dpi This technology is used in the HP LaserJet III printer and later
73. ed computer that controls one or more printers is known with the printers as a print server or a file server with print services print spooler Software that accepts a document sent to a printer and then stores it on disk or in memory until the printer is ready for it This collection of dynamic link libraries DLLs receives processes schedules and distributes documents for printing The term spooler is an acronym created from Simultaneous Print Operations On Line Capella Technologies Inc 165 166 Glossary printer driver Program files that allow a software application to communicate with the printer and use its features printer job language PJL The printer command language developed by Hewlett Packard that provides printer control at the print job level Using PJL commands default printer settings such as the number of copies to print can be changed PJL commands also permit switching printer languages between print jobs without action by the user If bi directional communication 1s supported a PJL compatible printer can send information such as printer model and job status to the print server printer protocol The commands and functions used to print a job on a network printer It manages the submission of print jobs by maintaining queues and controlling the transfer of their contents to the printer It also enables the user to determine the capabilities of the printer and the status of the job and be ab
74. ed in list lt Parallel printing Figure 216 Report agent Select output strategy un y 2 Select a strategy from the drop down menu 3 The strategy for selecting an output printer will display beside the icon D First printer defined in list Figure 217 Report agent Defined output strategy Capella Technologies Inc 115 116 Chapter 3 Using FP Server Report agent parameters Add an agent h Was y Delete this agent V Job columns w Job lines w Alk lin shading w Line numbers 4 w Page numbers w Page borders w Color ow Paper size ow Orientation w Duplex mode w Add CR to LFIFF w Blank page suppression w Private Job w Media type w Output bin w Staple Type fe 5 m EDE De DE Sn Figure 218 Report agent Parameters Job Columns Use this parameter to select the column width for the report 1 Right click on the Job Column icon 2 Select the column width Figure 219 Report agent Job columns Job Lines Use this parameter to select the number of lines that the report will contain 1 Right click on the Job Lines icon 2 Select the number of lines e B6 e Figure 220 Report agent Job lines Capella Technologies Inc Capella Technologies Inc Chapter 3 Using FP Server Alt line shading Use this parameter to select whether alternate lines will be shaded on the printed report 1 Right click
75. ed list of agents is defined and corresponds to all processing performed on the print job Capella Technologies Inc Chapter 3 Using FP Server FP Server agents drive print job processes such as setting document formatting characteristics or sending print jobs to a local printer FormPort agent Use the FormPort agent to call request services from the FormPort form merge the data and send it to the printer The parameters are specific to the FormPort service and are identical to those of the MegaForm agent e The list of output printers e The strategy to choose printers e The form name to be used i e the name and complete path of the form compiled with FormPort Designer to be applied to the data to be merged x FormPork agent a E lt Select gt Figure 91 FormPort agent Add a printer Use the following steps to add a printer to FormPort agent 1 Right click on the PRINTERS icon and then select Add a printer from the drop down menu i LB FormPort agent Add a printer Figure 92 FormPort agent Add a printer menu 2 Double click on a printer icon in the Select a printer dialog box 3 The new printer will display below the PRINTERS icon Capella Technologies Inc 63 Chapter 3 Using FP Server C HP LaserJet 9050 Figure 93 FormPort agent New printer Define output printer selection Use the following steps to define the strategy for selecting an output prin
76. eed ed 97 Email agent Change password sesse EE ee ee ee ee ee RR RR EE EE ee ee ee ee ee ee ee ee RR RE EE Ee 98 Email agent Change domain cccccccsscssssesssssseeeseseceececcccssccceasssseeseseececeececcssecesscceaseseeeeeess 98 Email agent Change filename esse ee ee AR EE Ee ee ee ee ee ee ee ee AA RR RE ee ee ee 98 le A oi AA N N OE EE EE A A 99 FAX agent Change fax number of recipient ss ee ee EE ee ee ee ee ee AA RR RE EE ee ee 99 Pol alie US EA AE OR OO EE HR Oe Ee Eeii 100 Backup agent Change backup HIE use sn RE EN nsienacnanntedeaniatatwennbaakewehstabonaiwannes 100 Backup agent Paratiielefs sesse sek ee ii OR e EE ee eg Oe ee Re eg es id EE 101 Backup agent Select ddieelOrW ss SEER RS EDE qut uota last vasis usd NUM au Ep DRM EE rated pps 101 Backup agent Browse for directory folder ee RR Ee ee ee ee ee ee ee EE 102 Backup agent Select backup method AR ee ee ee ee ee ee nnns 102 Record Preprocessor OE OE ee EE N 103 Record Preprocessor agent Select a script file ee ee nnn 103 Record Preprocessor agent Locate Script file see EE ee ee nnne 103 I AUSSI RPM OE Ee OE OO RE OE EE OE N 104 Execute agent Change command line iese ee RR EE ee ee ee ee RR RE RR EE Ee 104 Execute agent Select command line RR RE ee ee ee ee RR RR EE ee ee 104 Execute agent Select command line ees ees AR RE EE ee ee ee ee ee ee ee RR RE EE EE Ee
77. ent Modify the file name 2 Type the name in the text box 3 Press Enter to complete the change Capella Technologies Inc 109 Chapter 3 Using FP Server Character Replace agent Use the Character Replace agent to replace one character in a file with another or with no character to determine how the file will print For example replace a form feed character with a space character Character Replace agent Figure 200 Character Replace agent Character Replace agent parameters Character Replace agent includes basic parameters to select which character to replace and what value to insert The parameters and steps to modify them are described below e Decimal value of character to replace 1 Right click on the Find decimal value icon 2 Enter the decimal value of the existing character in the text box Character Replace agent Si Character decimal value 0 255 Figure 201 Character Replace agent Find decimal value e Decimal value of character to insert 1 Right click on the Replace decimal value icon 2 Enter the decimal value of the replacement character in the text box 110 Capella Technologies Inc Chapter 3 Using FP Server m Character Replace agent Figure 202 Character Replace agent Replace decimal value haracker decimal value D 255 Decryption agent The Decryption agent provides a methodology to decrypt and process secure cipher
78. er Legal Ad Figure 226 Report agent Paper size Orientation Use this parameter to select whether the report will be printed in Landscape or Portrait orientation 1 Right click on the Orientation icon 2 Select Landscape or Portrait Landscape Portrait Figure 227 Report agent Orientation Capella Technologies Inc Capella Technologies Inc Chapter 3 Using FP Server Duplex mode Use this parameter to select whether to print the report on both sides of the paper duplex and the direction of duplex printing 1 Right click on the Duplex mode icon 2 Select Duplex long for two sided printing where pages will be read in a book format Simplex for printing on only one side of the page or Duplex short for two sided printing where pages will be read in a tablet format Q Duplex lang Simplex Duplex short Figure 228 Report agent Duplex mode Add CR to LF FF Use this parameter to select whether a carriage return CR should be pre pended to a line feed LF form feed FF This may be required for certain print files 1 Right click on the Add CR to LE FF icon 2 Select Add CR to LF FF On or Add CR to LF FF Off d Add CR to LF FF On Add CR Ea LEFF OFF Figure 229 Report agent Add CR to LF FF Blank page suppression Use this parameter to select whether blank pages should be printed For example an extra FF in the print file may cause a blank page to be
79. er name in the window title bar FormPort E B Ed Printer Document view xbnam Stats er See Figure 16 Printer Job View The Job View menu bar includes the following functions e Printer Pause printing clear all print jobs FormPort Server management and Close exit the Job View window FormPort EE Document view Pause printing Clear all print jobs Del w FormPort Server management Close Ctrl F Figure 17 Job View Printer menu e Document Pause Resume Copy Paste Cut Clear Capella Technologies Inc Chapter 1 Introduction FormPort Printer Biren Figure 18 Job View Document menu e View Refresh Sorting FormPort Printer Document BIS Refresh F5 Job name w By Job Ctrl J By Process Sorting Large icons Small icons List w Details Figure 19 Job View View menu Capella Technologies Inc Chapter 2 Getting Started Chapter 2 Getting Started This chapter briefly describes how to prepare install and configure the FP Server application software package to run on a corporate computer network System administrators generally perform installation of FP Server software Operation and configuration does not normally require additional training Hardware and Software Requirements e Operating systems Windows 98 Windows Millennium Edition Wi
80. ers the basic FormPort Server operation and should provide enough information to learn and use the program The FP Server application is a seamless or transparent document output utility program that runs as a service after installation it works smoothly with other existing programs and is used with no noticeable change in standard computer operations Only the network administrator needs to access the program Capella Technologies Inc 7 Preface FormPort Server User Manual Overview This user manual is organized into the following sections Chapter One Introduction Puts you on the fast track to understanding FormPort Server Chapter Two Getting Started How to install and configure FormPort Server Chapter Three Using FormPort Server How to set up and use the FormPort Server application Chapter Four FAQ Frequently asked questions about FormPort Server Chapter Five Troubleshooting Solving problems in FormPort Server Chapter Six License Terms and Availability Chapter Seven Inside FormPort Server Information about FormPort Print Logic Logical Printers and FormPort Server Print Manager Glossary A glossary of terms Appendix A List of Figures List of illustrations used in this Guide Throughout this guide the following icons are used to denote important sections of text Highlights procedures that if not heeded could damage the product or adversely affect the functionality
81. erver interface allows users to view print jobs and to configure the various operations to be performed on print jobs 1 e to configure the various print processes After having taken into account the print job FP Server analyzes its characteristics in order to determine which print process to apply The title of the document reflects the course of the task FP Server uses a document title to display and store the processing in progress on the document Logical Printer and Print Queue Strategy A logical printer is the software interface between the operating system and the physical printer in Windows While a printer is the device that does the actual printing a logical printer 1s its software interface on the print server Under FP Server a document is sent to the logical printer and then FP Server processes the data before it 1s sent to the printer itself When installing FormPort Server set up an FP Server logical printer in order to implement two types of print queue strategies A print queue is a list of files that have been sent to a particular printer The list includes the file currently printing and those waiting to be printed A print queue on a computer holds print jobs that are waiting to be sent to the print processor The print processor then formats a print job and sends it to the physical printer for printing FP Server Logical Print Queue The FP Server Logical Print Queue is a portal or gateway point at which applicat
82. es Print Spool Utility CapSpool 3 Click Ok on the Welcome screen 40 Capella Technologies Inc Chapter 2 Getting Started Capella Technologies Print 5pool Utility Printer Emulations ERP Solutions Add On Security for HP LaserJets Check Printing Solutions Print 2 Mail l ACAPELLA TECHNOLOGIES http www capellatech com Figure 42 Capspool Welcome screen 4 Locate the Programs directory in the left window and select the check dat file in the middle window Capella Technalogies Print 5pool Utility File About Ez CA JNST32LEX Printer Program Files JeDEL EXE FormPort gt CapTech _SETUP 1 i SETUP DLL Drag file to printer below to print _SETUP LIE l capspool readme tx e Or Click Hera check dat L DISK1 ID m Confirm Job oETUP ExE SETUFIMI Output FarmPart SETUPINS SETUP FKG Select Drive e c LM ACAPELLA i TECHNOLOGIES i http www capellatech cam Figure 43 Capspool Interface 5 Select the FormPort Printer on the Printer drop down box Capella Technologies Inc 41 Chapter 2 Getting Started Capella Technologies Print Spool Utility File About E CA _INST32L EX_ Program Files JSDEL EXE CapTech _sETUP 1 SETUPF DLL SETUP LIB capsponl readmea txt SETUP PKG select Drive E c 7 VCAPELLA d TECHNOLOGIES http wii capellatech com Figure 44 Capspool Select printer 6 Click the Or Click Here butt
83. function A separate stand alone print spooler with its own built in memory that connects computer and printing hardware The print buffer can spool print jobs freeing up all other computer resources for applications Capella Technologies Inc Glossary print job The source code that contains both the data to be printed and the commands for print Print jobs are classified into data types based on what modifications if any the spooler must make to the job for it to print correctly print monitor Software that monitors the progress of printing activities within a system The Windows NT spooler does not send data directly to output devices it uses print monitors that are DLLs Dynamic Link Libraries loaded by the spooler By using different print monitors the same spooler can communicate with different kinds of devices print processor The component that working in conjunction with the printer driver receives and alters print jobs as necessary according to their data type to ensure that the jobs print correctly print queue A print queue is a list of documents waiting to be printed on the printer In the print queue you can see information such as the size of the document who sent the document and status information for printing print server Part of the network operating system or an add on utility that stores the print image output from users machines and feeds it to the printer one job at a ime A network
84. g with another expression Brackets and enclosing a set of characters indicate that any of the enclosed characters may match the target character Table 1 Generic Title Characters Add a Generic Title Use the following steps to add or change a Generic Title 1 Right click on the Generic Title profile icon in the Printing process window and select Add a title on the drop down menu Generic title profile Add a profile Delete this profile Add a title Figure 75 Manage Add Generic Title menu 2 Right click on the Select icon and select Change the title on the drop down menu Capella Technologies Inc of Chapter 3 Using FP Server Add a generic title Delete Change the title Figure 76 Manage Change Generic title menu 3 Type the new Generic Title in the text field that surrounds the lt Select gt icon Press Enter to complete the change Figure 77 Manage Type new Generic title Group profile Use the Group profile to allow multiple users in a same AD group to use the application The User who initiates the print job must belong to one of the AD groups specified in the Group profile list e Group profile Figure 78 Manage Group Profile icon Example This profile is TRUE 1f the User belongs either to the Administrators or to the Business group Add a Group Use the following steps to add a User to the User profile 1 Right click on the Group profile icon
85. gure 184 Figure 185 Figure 186 Figure 187 Figure 188 Figure 189 Figure 190 Figure 191 Capella Technologies Inc Appendix A List of Figures PDF agent Comment Ed oes sees eN oe ee HE ee ND Ee SO GE EE ei EN Ge Ge 92 POF AGC ul do EE AM Crea EEG dem EE EE EE 92 PEP T A EE N N 92 PLEEG Text oet Pat de OS ane E mere eer eer rer rene en ener eee tte 93 PDP to Text agent Parameters enabled ss ES N ee DE Ge GE RE eo ee N 93 ee eel ede de ius ORE DE EE E EE Ee C EE 94 Ede IE uci de OE DOE AE N AO EE EE 94 Fial oes Change Dost NAME se ER EE EE RE ge ed EG WEER ace Ee GEE DER ed de 94 Pin loods Change sendet eomer Re ee oe De een ee Os N NUR 95 Email dabenb MOOID teel ie HIE eN E Ie Re dim ee OE ee DE ie 95 Email agent Change subject ee ees EE ee ee ee ee ee ee AR RR Ee ee ee ee ee ee ee ee AR ee ee 95 Email agent Change email messag eise ee ee AR EE Ee ee ee ee ee ee ee ee ee AA AR RR EE ee ee 95 Email agent Select attachment esse ee EE ee ee ee AR RE Ee ee ee ee ee ee ee nn nnn nnns 96 Email agent Additional parameters ee ee RR RE EE ee ee ee ee ee ee ee AA RR RE Ee ee ee ee 96 Email agent Change copy recipients ee AR EE ee ee ee ee ee ee nnn nnns 97 Email agent Change masked copy recipientS ss ee ee EE Ee ee ee ee nnne 97 Email agent Change port number iese esse ee AR Re ee ee ee ee ee ee ee ee nnns 97 Finaill agent C hanse OOI esse see RR VS Se A Ea E Pe ee
86. hange host name Figure 160 Email agent Change host name 2 Type the host name in the text box 3 Press Enter to complete the change 94 Capella Technologies Inc Capella Technologies Inc Chapter 3 Using FP Server Sender 1 Right click the icon and select Change sender Select Figure 161 Email agent Change sender Change sender 2 Type the sender address in the text box 3 Press Enter to complete the change Recipients 1 Right click the icon and select Modify recipients E gr recipients Figure 162 Email agent Modify recipients 2 Type the recipient address es in the text box 3 Press Enter to complete the change Subject 1 Right click the icon and select Change subject Change subject i Figure 163 Email agent Change subject 2 Type the subject in the text box 3 Press Enter to complete the change Message 1 Right click the icon and select Change email message Change email message Cr 2 AZ e9nk2 4 dd N Figure 164 Email agent Change email message 9o Chapter 3 Using FP Server 2 Type the message in the text box 3 Press Enter to complete the change e Attachment 1 Right click the icon and select the attachment file type amp E lt Detect gt FPA PCL PDF Figure 165 Email agent Select attachment Additional Email agent parameters FP Server Email agent also provides additional parameters
87. he PDF to Text agent icon in the Printing process window 5 PDF to Text agent C gt te 12 bo Figure 157 PDF to Text agent Parameters enabled Use the following steps to change PDF to Text agent parameters 1 Right click on a parameter icon and then select Change value 2 Type the new value in the text box 3 Press Enter to complete the change PostScript to Text agent PostScript is a page description language PDL from Adobe that is used extensively on all computer platforms Since FP Server cannot use PostScript files the FormPort PostScript to Text agent converts documents from PS format into ASCII text format for use as an input file Capella Technologies Inc 93 Chapter 3 Using FP Server 5 PostScript to Text agent Figure 158 PostScript to Text agent Email agent The Email agent works with PDF agent to email documents as Adobe Acrobat PDF files or PCL files Email agent enables FP Server to function as a messaging and collaboration client that helps users organize and share print files and communicate with other people Email agent 93 lt Select gt Select 7 lt Select gt z5eleck 7 a Select Detect Figure 159 Email agent Basic Email agent parameters Email agent includes basic parameters The parameters and steps to modify them are described below e Host name 1 Right click the icon and select Change host name C
88. i Describes the number of lines that will print within one vertical inch Most printing is done in 6 or 8 Ipi load In performance measurement the current use of a system as a percentage of total capacity logic The sequence of operations performed by hardware or software It 1s the intelligence built into everything Hardware logic is contained in the electronic circuits following the rules of Boolean logic Software logic or program logic is contained in the patterns of instructions written by the programmer Software logic is also called business logic when it specifically refers to the transactions of the business and not the operating system or network infrastructure logical printer The software interface between the operating system and the printer in Windows 2000 While a printer 1s the device that does the actual printing a logical printer is its software interface on the print server This software interface determines how a print job 1s processed and how it is routed to its destination to a local or network port to a file or to a remote print share When a document is printed it is spooled or stored on the logical printer before it 1s sent to the printer itself A logical printer enables the system administrator to configure the print server to handle and act upon the print data 1n several ways A logical printer object 1s the user s view of a printer and provides defaults for jobs printed through it Logical
89. ic forms the program performs conditional image processing operations on the original data in order to create Forms Logos and Signatures Manipulation and output depends on the print job configuration To configure 1s to choose options in order to create a custom system d data flow In computers the path of data from source document to data entry to processing to final reports Data changes format and sequence within a file as it moves from program to program data types default A printer setting used in the absence of a printer command selection by the user desktop In HP LaserJet document desktop software documents appear on the computer desktop in one of three possible views list view thumbnail view or page view From the desktop rename documents move documents from one folder to another or send documents using applications Many desktop tasks can be performed by selecting a document and choosing a command or by dragging and dropping the document image onto an icon Capella Technologies Inc Glossary DIMM Dual inline memory module These modules are the current technology used when upgrading memory and are typically chips that easily install into the printer circuit board document From the computer perspective the term initially only referred to a word processing file Since the advent of the Macintosh Apple has called virtually any file created on the computer a document and this usag
90. ical expressions bound by a logical operator AND AII the elements within one profile are bound by a logical operator OR Example The process corresponding to this profile combination is eligible if the following conditions on the document characteristics are true e If the document is sent either on the printer lt lt HP LaserJet 8000 gt gt OR lt lt HP LaserJet 81005 AND the document user or owner belongs to the lt lt Administrators gt gt group defined under Windows NT The limits of these combinations are the exclusive entirety of these profiles Assume a process has a Group and a User profile If the user of the process does not belong to the group the process will never be eligible A process without a defined profile is always elected when evaluated Agents An Agent is a software element or routine that waits in the background and performs an information gathering action or processing task when a specified event occurs 1 1 H i Backup agent Character Decryption EBCDIC agent Email agent Encryption Execute agent File split agent Replace agent agent agent Pause agent PDF agent PDF to Text Forms FormPort FPDE Agent FTP agent Manager agent agent agent ij PostScript to Record Report agent FAs agent agent Text agent Preproces Figure 90 Agents list FP Server agents are process elements that handle print jobs For each process any required processing on a print job an order
91. inal plaintext format to a difficult to interpret format ciphertext as a mechanism for protecting its confidentiality and integrity Encryption the most effective way to achieve data security uses an encryption algorithm and an encryption key To be read an encrypted file must be decrypted using the secret encryption key Functions as soon as FP Server merges data and the form This feature is part of the solution with an encryption DIMM memory card installed in the printer 1 Right click on the Encryption key icon 2 Select Change value 3 Type the new encryption key in the text box Printer Name Mask Use this parameter to enable selection of different forms based on the printer name 1 Right click on the Printer Name Mask icon 2 Select Change Value 3 Type the new value in the text box Capella Technologies Inc Capella Technologies Inc Chapter 3 Using FP Server Default mode Print warning page The Default mode can be set to print the spool file or to print a warning page if the specified file 1s not found 1 Right click on the Default mode icon 2 Select Print Warning Page or Print Spool File FormPort Archives Use this parameter to direct documents to FormPort Archive FormPort Archive is software that archives print jobs sent through FormPort Server using indexes located in the spool data Once the document is archived users can review email and reprint archived documents from a website Se
92. ines a standard set of commands enabling programs to communicate with HP or HP compatible printers PCL 5e or PCL 6 Different versions of HP s printer control language Capella Technologies Inc 163 Glossary PCL commands HP proprietary language that provides access to printer features Once a PCL command sets a parameter it remains set until the same PCL command is repeated with a new value A reset e can change it There are three parts of PCL commands control codes two character escape sequences and parameterized escape sequences ping Packet INternet Groper An Internet utility used to determine whether a particular IP address is online It is used to test and debug a network by sending out a packet a block of data used for transmission and waiting for a response Ping also functions like a domain name DNS server because pinging a domain name will return its IP address portrait Select to print a page or envelope that is taller than it is wide when viewing the text right side up Feed the paper as usual the image will rotate on the page if necessary Postscript language A page description language created by Adobe systems inc specifically for describing the appearance of text and graphics on a page print buffer A reserved segment of memory used to hold data while it is being processed In printers and other hardware devices buffers can be small memory banks used for just one temporary storage
93. information from the host When the printer 1s online the online lamp is lit operating system A software program in the computer that controls the execution of other programs The program handles i o control data management and resource allocation Capella Technologies Inc Glossary orientation The direction of the characters on the page If the print is across the width of the page it is portrait oriented If the print is across the length of the page it 1s landscape oriented output Any computer generated information displayed on screen printed on paper or in machine readable form such as disk and tape p page formatting The arrangement of information on a page Page formatting involves setting margins line spacing and text length page printers Page printers such as laser printers print an entire page at once Character printers which generally cannot print graphics print one complete character at a time Line printers are high speed print devices that print one line of type at a time Page printers require more memory than character or line printers because they store each page in memory before printing it PC faxing Faxing electronic documents from and receiving incoming faxes to the computer The computer must have a pc fax program installed to use pc faxing PCL printer control language The printer language that drives HP DeskJet HP LaserJet and other Hewlett Packard printers PCL def
94. ion data in the form of ASCII text enters the server After the data is captured and re formatted it is moved to the server and on to the physical print queue Single Print Queue Manage various documents and various types of documents by concentrating every call communication to FP Server on only one logical Capella Technologies Inc Chapter 7 Inside FormPort Server printer in order to make totally transparent the operations performed and the applications used To set up this strategy users must configure an FP Server logical printer and share it on the print server a computer dedicated to managing the printers on a network Multiple Print Queues The administrator uses the FP Server logical printer as a model to define other logical printers thus simplifying the FP Server configuration in order to handle parallel or simultaneous print jobs This strategy allows users to dedicate a logical printer to one or more processes in the print job Capella Technologies Inc 145 Glossary Glossary 146 a agent An agent is a software element that drives a process on the print job or a software routine that waits in the background and performs an action when a specified event occurs FP Server agents are process elements that handle print jobs For each process any required processing on a print Job an ordered list of agents 1s defined and corresponds to all processing performed on the print job FP Server
95. its product Registering this product is a prerequisite to receiving customer support and it 1s one of the ways that Capella controls software piracy To register FormPort Server contact Capella Technologies at register capellatech com or phone 714 385 4900 Upon purchase of the program an Identification Key and Validation Key are provided These certify the act of registration identify the customer enroll the customer as an official FormPort Server user and enable secure official entry into the program for a pre determined period of time after which re registration is required A section in the Registration window indicates the re registration date FormPort Server Registration Identification key 06349E94 Validation key J 65893802BE592C63A639CO Validity 5 Printers Unlimited Printing processes until 9 25 2005 Figure 250 Registration dialog Capella Technologies Inc Chapter 3 Using FP Server About FormPort Server The About dialog box indicates the version of FormPort Server in use and provides contact information FormPort Server About FormPort E3 FormPort Server Output Management For Windows MT 2000 and Xe version 5 9 507 2002 2005 Capella Technologies Inc Capella Technologies Inc d 1714 385 4900 http Sawa capellatech corn support capellatech com Figure 251 About FormPort Server Capella Technologies Inc 195 Chapter 4 FP Server Freq
96. k eGGSA ee N AS GE ae ie 116 Report agent Job columnS esse ee AR Ee ee ee AA AA RR EE ee ee ee ee ee ee ee ee n RR RE EE ee 116 Report gb ent Jap INES ooo aat ee ee EE ek el ee EE AE EE ee ee EE EG 116 Report agent Alf line shading ss ESE KG DK ES rhe RA GR EA kk GE Ed goe o GE 117 Report agent Line numbers assesseer ES de ERR E dM De eg a dd ee 117 Report agent Page DEL Stace ree Ge EER EE EEN EO EES a ERU ADR REP AO Mo S GE SR eL Ee RD ER Ee RE 117 Isepott apent Page borders Ede Ee Se EE Ee UTR Ge de Ee EE Gee Veo ke UU c EE 118 Repor agent O Ob aset o pa 118 Reportagent Paper SIZE susse Oie Ee es un f bqn tec pta DE Ge E To redo e Odes EE GO Ge 118 Report agent Orientation sssssssssseeeeeseeeeeeeee eene ee ee ee ee AR RR EE Ee ee ee ee ee ee ee ee ee ee nnn nnns 118 Report absent Duplex THOU oderit ee ES ge De e a Ee Vk Spon Ge eg RE I dung Hx S Ud p PME dee ias 119 Report agent Add CR to LF FF ese esse esse sesse see ee ee ee ee ee ee ee nnn nnne emen ee ee ee ee nnn nnn nnns 119 Report agent Blank page suppression ee RR RR EE ee ee ee ee ee ee ee RR EE EE EE 120 Capella Technologies Inc Figure 231 Figure 232 Figure 233 Figure 234 Figure 235 Figure 236 Figure 237 Figure 238 Figure 239 Figure 240 Figure 241 Figure 242 Figure 243 Figure 244 Figure 245 Figure 246 Figure 247 Figure 248 Figure 249 Figure 250 Figure 251 Capella Technologies
97. k on the FTP agent icon and then select a parameter from the drop down menu agent Add an agent Delete this agent w Send method w Send spool of Message w File name SS Figure 195 FTP agent Additional parameters When a parameter is selected a check mark will appear beside the parameter in the menu and the icon will display below the FTP agent icon in the Printing Process window Use the following steps to change the FTP agent parameters e Send method For sending files the binary mode 1s the default mode PCL files are transmitted in binary digital form All text files can be sent in both binary and text mode but binary files sent using the text mode will not be complete 1 Right click on the icon and select Binary or Text mode Capella Technologies Inc Chapter 3 Using FP Server sja Binary mode amp 6 Text mode Figure 196 FTP agent Select send method e Send spool Send spool is enabled when selected it does not require configuration or modification Figure 197 FTP agent Send spool enabled e Message 1 Right click on the icon and then select Modify the message lm em ET Modify Ehe message j ae Figure 198 FTP agent Modify the message 2 Type the message in the text box 3 Press Enter to complete the change e File name 1 Right click on the icon and then select Modify the name Modify Ehe name m Figure 199 FTP ag
98. l job size setting Job size allows selection of one of four image sizes to fit four paper sizes jpeg Joint Photographic Experts Group an international standard for compressing digital photographic images See bmp k zi landscape orientation Printing across the length of the page as opposed to portrait orientation printing across the width of the page language switching Resetting the printer firmware in order to change the language the printer is able to interpret when processing data An example is printers that autoswitch between pcl 5 language and postscript language laser A device that produces a narrow intense beam of coherent single wavelength light waves laser printer A non impact high resolution printer that uses a rotating disk to reflect laser beams onto the paper When the beam touches the paper it forms an electrostatic image area which attracts electrically charged toner magnetized dry ink powder The toner 1s then fixed heated onto the paper forming an image text or graphics Capella Technologies Inc Glossary LaserJet HP A family of laser printers from HP Introduced in 1984 at a price of 3 495 the first LaserJet revolutionized the desktop laser printer market LaserJets print from 600 to 1200 dpi and PCL is HP s native printer command language LaserJets have built in scalable fonts and also accept bitmapped fonts from the computer soft fonts They also come with PostSc
99. l value ss ee ee ee RR RE ee ee ee ee ee ee ee ee 111 DeetypDLHOD dU IILa a ies eei eti voie daa o see EUH FoU RSEN HUE Ge Ee VS TRO RE KR aD UO IS UEM LA IRI ER se Ek eire Eee UU PUE 111 Decryption agent Change value sesse esse ee EE ee ee ee ee ee ee AR RR EE ee ee ee ee ee ee nn enirn nnns 111 EDE DIE 2e e oiorate 112 PPA ACE sie ER ER EE EN ED 112 PDF Print agent Add a printer MENU esse ee ee ee ee AR RE Ee ee ee ee ee ee nnn nnns 112 PDF Print agent New printer sesse see ee ee EE Ee ee ee ee AR RR ee ee ee ee ee ee ee ee nnn nnns 113 PDF Print agent Select output strategy ees ee ee ee ee RR EE ee ee ee ee ee ee ee ee AR RE EE EE 113 PDF Print agent Defined output strateg VY ee ee ee RE EE Ee ee ee ee ee ee ee ee RR RE EE ee 113 PDF Print agent Change number of CODieS ies ee RE EE ee ee ee ee ee ee RR RR Ee Ee 113 PDF Print agent Banner icon sesse ee ee GE EE GE EE ee aaa see EG GE EE 114 lisi MNEE I 114 Report agent Add a printer MENU ees ees EE ee ee ee AR RR EE ee ee ee ee s nnn nnns 115 Report agent New DiE osse iese es es EG ke Re ee Re ie iege Re ee UP DEMO RU Gd EUE 115 Report agent Select output strategy as sese eim erasa oru SEE AA Eee ba RUP U dU ME ERE GR RU UU BEER UD GE e MEE 115 Report agent Defined output strategy ees ees EE ee ee AR Re ee ee ee ee nnn nnns 115 Report agent Parameters sesse Ese be
100. le to cancel it It may provide flow control if the underlying transport protocol does not UDP IPX etc A unidirectional protocol such as LPR LPD is mainly responsible for job submission However full featured bi directional protocols such as PAP and NDPS include sophisticated printer management responding to messages and alerts from the printer The primary printing protocols are the LPR LPD UNIX standard Apple s PAP Novell s QMS and NDPS HP s JetDirect and the Internet s IPP printer window Also called the queue view or Job view the Printer window shows information about any pending print jobs for the printer For each printer you have installed or to which you are connected you can see such information as how many documents are waiting to be printed who owns them and how large they are Capella Technologies Inc Glossary printer server A computer completely dedicated to supporting a network printer The server s system RAM and hard drive are used to store print jobs in the queue and print jobs can be reordered paused or deleted from the server s keyboard printer software Any or all of the software shipped with the printer The printer is packaged with a compact disk containing the software required to access all of the printer s features If the printer has been correctly set up the appropriate software 1s already installed private job Allows specifying that a job be not printed until rel
101. les for the finance and human resources aspects of a business Typically an ERP system uses or is integrated with a relational database system The deployment of an ERP system can involve considerable business process analysis employee retraining and new work procedures escape character PCL software commands sent to the printer The printer distinguishes these commands from regular text by the presence of an escape sequence ec a special control code f fax An abbreviation for facsimile The electronic encoding of a printed page and the transmission of the electronic page over a telephone line Users can scan to fax using the document assistant or the HP LaserJet document desktop This feature is not available if a fax driver software has not been loaded or installed A fax driver is not always provided with printer software Capella Technologies Inc 153 154 Glossary file A collection of data or information that has a name called the filename A collection of bytes stored as an individual entity Almost all information stored in a computer must be in a file There are many different types of files data files text files program files directory files and so on Different types of files store different types of information For example program files store programs whereas text files store text All data on disk is stored as a file with an assigned file name that 1s unique within the folder directory it reside
102. ligently merging raw legacy data into customizable forms templates and layouts to create proprietary professional documents that are ready for immediate distribution and or archiving Use FormPort Server with popular ERP software applications e g SAP PeopleSoft Oracle J D Edwards and many others to attractively cost effectively and securely format and output data in the form of finished professional documents FormPort Server document creation and distribution options include e Direct output to HP LaserJet printers Customized graphical business documents can be created on blank laser paper instead of using costly pre printed forms e Fax Format and fax documents using Windows NT fax service e Email Email documents as Adobe Acrobat PDF files or PCL TIFF files e Archive documents Convert documents from PCL into Adobe PDF format e Schedule Print Jobs for maximum convenience and security Capella Technologies Inc Chapter 1 Introduction e Encrypt Print Jobs for network printing and for secure remote printing to customers or vendors e Upload documents to customer or vendor FTP sites in PDF or PCL formats e Restrict output of sensitive documents to standard working hours Understanding the FP Server GUI This section briefly describes the FP Server Graphical User Interface GUI used to view print jobs and to configure the various operations to be performed on print jobs 1 e to config
103. lots used for transferring data between the computer and printer Modular i o mio accessories for older printers and the newer eio technology are not compatible Capella Technologies Inc Glossary ERP Enterprise Resource Planning An integrated information system that serves all departments within an enterprise Evolving out of the manufacturing industry ERP implies the use of packaged software rather than proprietary software written by or for one customer ERP modules may be able to interface with an organization s own software with varying degrees of effort and depending on the software ERP modules may be alterable via the vendor s proprietary tools as well as proprietary or standard programming languages An ERP system can include software for manufacturing order entry accounts receivable and payable general ledger purchasing warehousing transportation and human resources The major ERP vendors are SAP PeopleSoft Oracle Baan and J D Edwards Lawson Software specializes in back end processing that integrates with another vendor s manufacturing system ERP is an industry term for the broad set of activities supported by multi module application software that helps a manufacturer or other business manage the important parts of its business including product planning parts purchasing maintaining inventories interacting with suppliers providing customer service and tracking orders ERP can also include application modu
104. menu 3 Navigate to a directory in the Browse for folder window and then click OK Browse for Folder Select A Directory C Program FilesiCapTechiFormPork Server E ArcSoft RO AT amp T 4 9 BitLord BlazeFtp CapTech Ear FormPort Server H MegaTrack fe Citrix E Cogitum 2 Cogitum Co Citer v lil B x Figure 85 Manage Browse for folder window 4 The new Folder directory appears below the Folder profile icon in the Printing process window 60 Capella Technologies Inc Chapter 3 Using FP Server Trigger profile Use the Trigger profile to define a character string and line column location This profile allows to control the contents of a data stream EI Ls Trigger profile Figure 86 Trigger profile icon Add a Trigger 1 Right click on the Trigger profile icon in the Printing process window and select Add a trigger on the drop down menu gj Figure 87 Add Trigger menu 2 Define the Trigger Text Line and Column in the Define a trigger dialog box and then click Validate Define a trigger Trigger Line Validate Figure 88 Manage Define new Trigger 3 The new Trigger definition appears below the Trigger profile icon in the Printing process window Trigger profile F Trigger Invoice Line Cal z Figure 89 New Trigger definition Capella Technologies Inc 61 62 Chapter 3 Using FP Server Profile combination Combine profiles like log
105. menu bar 2 Select File printing 3 The FormPort Server File printing dialog box appears FormPort Server File printing Document Title Data type Number of copies 1 Figure 240 File printing dialog 4 Inthe File section of the FormPort Server File printing dialog box click on the Folders icon to select the file from the hard drive The Select a file window appears 5 Inthe Select a file window click the arrow in the Look in menu title The pull down menu allows you to select a file from any folder on the hard drive Click on the selected file or select the file and click Open 6 The selected file name will display in the field next to the Folder icon in the File section of the FormPort Server File printing dialog box 7 In the Printer section of the FormPort Server File printing window click on the printer icon The Select a printer dialog box appears 8 The FormPort Server Software lists all local network printers installed on the Workstation Server PC In the Printers List Capella Technologies Inc 125 10 11 12 13 Chapter 3 Using FP Server printers are indicated by a printer icon and name Choose a printer from the list The printer name will display in the field next to the printer icon in the Printer section of the FormPort Server File printing dialog box In the Document section of the FormPort Server File printing dialog box type the title name in the field
106. n of data from the original plaintext format to a difficult to interpret format ciphertext as a mechanism for protecting its confidentiality and integrity 1 Right click on the Encryption key icon 2 Select Change value 3 Type the new encryption key in the text box FPDK agent ET select Figure 107 FPDK agent Add a printer Use the following steps to add a printer to FPDK agent 1 Right click on the PRINTERS icon and then select Add a printer from the drop down menu 72 Capella Technologies Inc Chapter 3 Using FP Server Pug FPDK Agent Add a printer First available printer Ty zSelect gt Figure 108 FPDK agent Add a printer menu 2 Double click on a printer icon in the Select a printer dialog box 3 The new printer will display below the PRINTERS icon T LT b PRINTERS GE HP LaserJet 9050 Figure 109 FPDK agent New printer Define output printer selection Use the following steps to define the strategy for selecting an output printer in FPDK agent 1 Right click on the First available printer icon s FPDE Agent e PRINTERS First available printer CE Printer with minimum workload First printer defined in list Parallel printing Figure 110 FPDK agent Select output strategy 2 Select a strategy from the drop down menu 3 The strategy for selecting an output printer will display beside the icon e First printer
107. n or Disable selection j S Enable selection Eus Enable selection A Figure 152 PDF agent Selection Disable selection 91 92 Chapter 3 Using FP Server Comment Editing Used to enable or disable comment editing in the pdf viewer l 2 Right click the Comment Editing icon Select Enable comment editing or Disable comment editing Enable comment editing E Disable comment editing vr Figure 153 PDF agent Comment Editing Printing Used to enable or disable the ability to print the pdf from the viewer l Right click the Printing icon 2 Select Enable printing or Disable printing Enable printing Disable printing Figure 154 PDF agent Printing PDF to Text agent Since FP Server cannot use PDF files the FormPort PDF to Text agent converts a document from PDF into ASCII text format for use as an input PDF to Text agent Figure 155 PDF to Text agent PDF to Text agent parameters PDF to Text agent uses the following parameters Capella Technologies Inc Chapter 3 Using FP Server m PDF La Text agent Add an agent Delete this agent Character Width Character Height Lines per page Figure 156 PDF to Text agent Parameters e Character Width e Character Height e Lines per page Select the parameter in the menu to enable it An enabled parameter will show a check mark in the menu and the icon will display below t
108. nder which document imaging workflow text retrieval and multimedia fall The trend toward designing information systems as document centric where the document becomes the focus not the application that created it 1s expected to bring document management to the forefront of computing Capella Technologies Inc 151 152 Glossary document management system Software that manages documents for electronic publishing It generally supports a large variety of document formats and provides extensive access control and searching capabilities across LANs and WANs A document management system may support multiple versions of a document It may also be able to combine text fragments written by different authors It often includes a workflow component that routes documents to the appropriate users document processing Processing text documents which includes indexing methods for text retrieval based on content dots per inch dpi A measure of the resolution of a printed or scanned image Generally more dots per inch mean a higher resolution a greater amount of visible detail in the 1mage and a larger file size drivers Files used by some software applications to read and write peripheral device characteristics Printer drivers convert software commands into printer language e embedded printer commands Printer commands written directly into a software package enhanced input output eio Printer accessory s
109. ndows Me Windows NT Workstation Windows NT Server Windows 2000 Professional Windows 2000 Server Family Windows XP Professional Windows Server 2003 O O O O O O COR O e Hardware requirements A local disk drive with at least 100 MB available for a simple configuration a processor e g Pentium 400 Hz with 128MB of RAM for a simple configuration The installation must be performed under an account with administrative rights Install FormPort Server Use the following steps to install the FormPort Server software POLIUS Before any installation all applications must be closed 1 Insert the FormPort Server CD into the CD ROM drive Capella Technologies Inc 25 Chapter 2 Getting Started 2 Click Start on the Windows desktop 3 Select My Computer from the Start menu 4 Click the CD ROM drive icon 5 In the FormPort Server directory double click on the FormPort Server Setup folder 6 Click the Setup application icon to run setup exe InstallShield Setup Launcher setup exe Figure 20 Installation Setup icon 7 The installation wizard will begin 8 Click Yes to agree to the terms and conditions stated in the FormPort Server License Agreement FormPort Server InstallShield Wizard FormPort Server 5 9 Build 507 Press the PAGE DOWN key to see the rest of the agreement License you may retur the unused Softw THIS SOFTWARE INDICATES YOUR ACC BONBON ee d PTS Sree S
110. next to the word Title Type the number of copies in the field indicated Click Send to send the file to the printer A FormPort Server dialog box will display with the message File has been sent Click OK Click Close to cancel the file printing or to close the printing operation once the printing task is complete Review Managing Document Output Use the FP Server Review menu for the following document management functions e Backup View archived files produced by the Backup Agent e Event viewer View FormPort events from the event log e Alarm Indicates and lists errors experienced by a print job The process will stop during error conditions E FormPort Server File EUM Manage Setup Help Backup Event viewer alarm I nnrorc d8nen Figure 241 Review menu Backup Viewing archived files Use the following steps to view archived files Capella Technologies Inc Chapter 3 Using FP Server l In the FP Server interface click Review on the menu bar and then select Backup FormPort Server Backup Filter Refresh Delet e Close E rmPort Email Save View e User Size Backup length File Figure 242 Review Backup The Backup window displays information in the following columns e Title e Process e Date Hour e User e System e Size e Backup length e File Use the Backup toolbar icons to manipulate the displayed information e
111. nn ee nnn ee ee ee ee ee sensn n nnn nnns 52 Manage Add Printer MET sosio Ee OG ie DE Be AR Ee Ee bo bee ER Skei ee ke Ee GED 22 Manace Select new DELER ossis enira tov Re Re EE N RE EE DR ER Ee be ie dA NEAN BR MM ei 52 Manage New printer NRI RR 22 Manage D ser profile TOOLS aseo cu921088220 OE EE e anini DUE 53 Manage Add a User menu iss be ie Ee ee Ee ie ee ee AE ee be Ge Re ES EE EN ede 53 EE T User CONSU MN EE EE RE EE ETE N 53 Manace New ME TE EE EE EE 54 Manage Time profile IC OT 2 582 98 SG ER EE ee GEE Au SR ES Ri Ee Sud EE dE ND au Eee aa dua Ee 54 Manage Add d period HER esse EER ED RE SG atas M Qao MP Rd Ge MI aar Su ERE eke GEE cod Ea 54 Manage Add new Time period ccccccccccccccccceeesssseseeecccccccceceesaaaaessssseeeeeeceeceeeeeeesauaagegsssses 55 Manage New Time DIO ROGER ETT 55 Manage Litle proni TCOB sos RE ee N de Ie Ee ee e pu ee Oe 55 Manage Add Title menu eise ee RE EE ee ee ee ee ee AA RR Ee ee ee ee ee ee ee ee RE EE EE 56 Manage Change title TER osse Ee Dei Se Dod RE Ge ER GE ee Eg E air AiE aren TEn 56 Manage Type new Cle sesse GEE EN Ee ge Wee N ee NG ge od ee ee EA ee ee An 56 Manage Generic Tille proes ee Ee Ee ee ee EE ei Oe EE ES Ee 56 Capella Technologies Inc Figure 75 Figure 76 Figure 77 Figure 78 Figure 79 Figure 80 Figure 81 Figure 82 Figure 83 Figure 84 Figure 85 Figure 86 Figure 87 Figure 88 Figure 89 Figure 90 Figure 91 Figure 9
112. nous operation means that a process operates independently of other processes Most communications between computers and printers are asynchronous b back office application Software that does not interact directly with the customer It provides functionality for internal operations such as enterprise resource planning ERP inventory control manufacturing and all of the supply chain activities associated with procuring goods services and raw materials If an ERP system includes order entry and customer service capabilities it would bridge both back office and front office Compare front office application banner separator pages A separator or banner page typically states who sent the document to the printer and gives the date and time of printing batch printing A batch 1s a program that 1s assigned to the computer to run without further user interaction A printing request is an example of a batch job in a PC In some computer systems batch jobs are said to run in the background and interactive programs run in the foreground In general interactive programs are given priority over batch programs which run during the time intervals when the interactive programs are waiting for user requests Capella Technologies Inc Glossary batch processing Automatic commands extensions for all batch files must be typed bat Otherwise DOS cannot find them bitmap A representation of a character or a graphic image in
113. nter 2 Click the View menu and select the Sorting option FP Server offers to enter the beginning of the sequence to be detected for example the sequence CP 3 Enter the total string to be taken into account for example 8 FP Server detects in the title the sequence CP It then extracts from the title the first 8 characters starting with the beginning sequence FP Server creates a lt Sort gt column containing the various extracted sequences 1 e the sequences whose format is CP xxxxx x representing an unspecified character 4 Click on the Sort column to sort documents alternatively by ascending then descending order Help Online Instruction for Using FP Server FormPort Server File Review Manage Setup Wale Registration d OM Manual Fi FormPort HP LaserJet Technical support 9050 About FormPork Server Figure 249 Help menu Capella Technologies Inc 133 134 Chapter 3 Using FP Server User Guide FP Server provides online Help via the FP Server User Guide a PDF file that users can access via the Help menu If you encounter a problem or forget a command while running the FP Server program click on the Help menu and then select the Manual option to view this guide You can install Acrobat Reader to view this file via the FP Server installation CD Registration FP Server Users are required to notify the manufacturer Capella Technologies that you have purchased
114. oftware and its various components The available agents are dependent on the activation key provided License active for 5 printers immediate print processing Capella Technologies Inc Chapter 7 Inside FormPort Server Chapter 7 Inside FormPort Server FormPort Print Logic As FormPort Server s print engine FormPort Print Logic is the part of the application program that performs required data processing tasks manipulating and reformatting text output into a format that is both more functional and more aesthetically pleasing FormPort Server integrates FormPort Print Logic into MS Windows 98 ME NT 2000 XP server environments to add significant functionality to the server operating system s standard spooler software FormPort Print Logic e Resides on a host server of workstation computer that 1s connected to either a single printer or networked to a number of print queues e Accepts data and combines it with forms designed with FormPort Designer to produce intelligent automated printing e Generates new forms and delivers them to wherever they are required e Through intelligent data manipulation creates Data driven Documents files that can be directly formatted and require a minimum of intervention to produce professionally formatted output e Features the ability to re direct to any valid print queue or folder e Features extensive automated MICR and Bar Code capabilities e Works with most PC and
115. ologies Inc 131 Chapter 3 Using FP Server e Printer Pause printing Clear all print jobs e Document Pause Resume Copy Paste Cut Clear e View Refresh Sorting Sorting documents Use FP Server to sort documents within each print queue according to certain characteristics title user machine etc View the document details and then click on the corresponding column Release suspended documents according to the sorting order FP Server releases the process of all selected documents in the defined order This sorting 1s only visual it does not allow the physical sorting of documents Use the following steps to sort documents 1 In the printer Job view window click the View menu and then select Sorting FormPort Printer Document ES oe w By Job Ctrl J By Process Sorting Large icons Small icons List w Details Figure 247 Printers View menu 2 Inthe Sort according to a string indicated in the title dialog type the sequence to be detected 132 Capella Technologies Inc Chapter 3 Using FP Server Sort according to a string incuded in the title Ed Input the sequence to detect Figure 248 Printer Sort dialog FP Server enables users to sort suspended documents according to the title The first element to define 1s a sequence to detect the number of characters on which the sorting is to be performed 1 Double click on the printer icon to open the pri
116. on or drag the check dat file onto the Printer Icon to start the check printing process Capella Technologies Print Spool Utility File About CA check dat Qc E Printer Program Files check tpt HP LaserJet S050 7 ET CapTech FA 132 Col 01 Page td FormPort Server Drag file to printer below to print je est Data mu 7 Test Data Gm Or Click Here Confirm Jab Output HP Laserjet 9050 select Orive E c 4 CAPELLA TECHNOLOGIES http www capellatech com Figure 45 Capspool Print Spool Utility screen 7 A message window confirms that the file has been sent 42 Capella Technologies Inc Chapter 2 Getting Started Capella Technologies Print Spool Utility Figure 46 Capspool Print Spool confirmation message 8 Click Ok 9 The output of the sample application should print to the physical printer selected earlier in the Configuration Process Capella Technologies Inc 43 Chapter 3 Using FP Server Chapter 3 Using FP Server This chapter explains FormPort Server functions and tasks and how to perform the procedures for each menu option listed on the FP Server Graphical User Interface GUI and Desktop Launch the FP Server Application The FP Server application runs as a service Only the network administrator needs to access the program Use the following steps to launch the FP Server application 1 Click Start on the Windows desktop and select Program
117. on the Select folder icon below the Digital CabiNET icon 2 Click Select a configuration file 3 In the Open dialog navigate to the xml configuration file and click OK 4 Right click on the Backup directory folder icon below the Select folder icon 5 Select Backup Directory 6 In the Browse for Folder dialog navigate to the desired backup directory and select a folder 7 Click OK Capella Technologies Inc Chapter 3 Using FP Server MegaForm agent Use the MegaForm agent to call the MegaForm form merge the data and send it to the printer The parameters are specific to the FormPort service x MegaForm agent Ge PRINTERS BD First available printer OENER Figure 99 MegaForm agent Add a printer Use the following steps to add a printer to MegaForm agent 1 Right click on the PRINTERS icon and then select Add a printer from the drop down menu A MegaForm agent Co a e Add a printer Figure 100 MegaForm agent Add a printer menu 2 Double click on a printer icon in the Select a printer dialog box 3 The new printer will display below the PRINTERS icon i S MegaForm agent Lan ged HP LaserJet 9050 Figure 101 MegaForm agent New printer Define output printer selection Use the following steps to define the strategy for selecting an output printer in MegaForm agent 1 Right click on the First available printer icon Capella Technologies Inc
118. onments FP Server is based on a print processor called FormPort Print Processor is a program that understands the format of a document s image file and how to print the file to a specific printer or class of printers In general a print processor is the component that working in conjunction with the printer driver receives and alters print jobs as necessary Print processors are user mode DLLs Dynamic Link Libraries responsible for converting a print job s spooled data into a format that can be sent to a print monitor software that monitors the progress of printing activities within a system The Windows spooler does not send data directly to output devices it uses print monitors that are DLLs loaded by the spooler By using different print monitors the same spooler can communicate with different kinds of devices Print processors are responsible for handling application requests to pause resume and cancel print jobs The print job s spooled data 1s contained in a spool file The print processor reads the file performs conversion Capella Technologies Inc 143 144 Chapter 7 Inside FormPort Server operations on the data stream and writes the converted data to the spooler The spooler then sends the data stream to the appropriate print monitor FP Server automatically takes into account each print job directed to a printer using the FormPort print processor 1 e without any external interference The FP S
119. ort dS Dass cu acca ee eruta on cond eo de onda ee oe on ae cU PE UR Ee GE Ee 63 FormPort agent Add a printer menu esse sesse EE ee ee ee ee ee AR EE Ee ee ee ee ee ee ee ee RA AR RR EE EE 63 FormPort agent New printer ees ee RR EE ee ee nn rn ee ee ee ee ee ee ee ee nnn nnns 64 FormPort agent Select output strategY ees EE ee ee ee ee nnnm 64 FormPort agent Defined output strategy essen eene nnne nnn nnne nnns 65 botmbPotrt acent Selecta HOT sessies ER od EE EE GR NG DR GE EE ER Oe Ge oe 65 FormPort pre processing parameters iese esse EE ee ee ee ee ee ee AR EE Ee ee ee ee ee ee ee ann RR EE ee 66 BE Tee ed SO EE EE N N Oe 66 lS AE Mee ie EE OE T T 69 MegaForm agent Add a printer MENU sesse ee RR Ee ee ee ee ee ee nnn nnns 69 MegaForm agent New printer sessies ses EG Ee ED Ee NG OE Eg SS Ge eg ke Ge Ea C Gee UE 69 MegaForm agent Select output strategy ee ee ee RR RR Ee ee ee ee ee ee ee nnn nnns 70 MegaForm agent Defined output strategy ies ee AR RR ee ee ee ee ee RR RR EE ee 70 MegaForm agent Select a FOP eie ERK EER DR GE RE EGGO EG EE Eg SEG ERG ee 70 MegaForm DUC ie EA OE EO N OR OE OE er ONE 71 MegaForm agent Data Character SL sesse eddie ENS GE re ERG Ge Ge Ro RE Se Fi GE e ocu SR ee ee 71 TPOE BM AE EE OR EE EE N EA N EN 12 FPDK agent Add a printer menu iussis r EES GE ie GR Ek F2 De Se ee GADE SG es Gee 73 EDE acent New BEIC sesse ee ee ee Se N ee EE i
120. pella Technologies Inc Capella Technologies Inc Chapter 1 Introduction FormPort Server mi Review Manage Setup Help Exit F12 ds TE OU MEE res E Figure 4 File pull down menu Review o Backup Stores print jobs temporarily for reprinting purposes by the backup agent o Event Viewer Monitors routine and non routine print job actions to help determine use patterns o Alarm Indicates an error or warning condition FormPort Server File BUE Manage Setup Help Backup Event viewer alarm be senm sa pu mroc 8e Figure 5 Review pull down menu Manage o Printing process Determine the conditions and define the operations to be carried out on a print job o File printing Send a file to a printer and test the print process FormPort Server File Review W Setup Help Printing process File printing b Figure 6 Manage pull down menu Maal ok Setup o Printer Test a printer before printing to see if the printer is active o User List individuals who interact with the FP Server application o Settings Govern how FP Server software handles certain tasks related to archiving and database management 17 Windows E FormPort Server File Review Manage Ile Printer EE ae d User FormPort HP Las SERIES Figure 7 Setup pull down menu Help E FormPort Server File Review Manage Setup Wale Registration SM Ee T Manual un
121. print job Choose an Agent according to Profile choices which depend on the print processes required for the print job The most commonly used profiles are Printer User and Time For example to print payroll checks the most common profiles used are Printer must have MICR capability User who is authorized to handle these secure documents and Time date and time to restrict output to working hours The Print agent is the default agent to control the operations performed on the check run Profiles An FP Server profile is a set of characteristics that distinguish one print job from another FP Server analyzes the characteristics of each print job in order to determine which print process to apply ub me amp Em m Title profile Printer profile User profile Generic tithe Group profile Time profile Folder profile Trigger profile profile Figure 57 Manage Profiles There are two ways to process the input file irom the host application e Printer profile e Folder profile These profiles tell the print process which will be the source for the input file Only one of these profiles can be used at a time The User and Group profiles are security profiles The Title profiles are for file name checking The Time profile controls the time for output The Trigger profiles are for file contents checking Printer profile The Printer profile supports the logical printer telling the print process that the logical printer will be
122. printed If this parameter is turned on the blank page will be suppressed 1 Right click on the Blank page icon 2 Select Blank page suppression On or Blank page suppression Off 119 Chapter 3 Using FP Server Hank page suppression On Blank page suppression On Blank page suppression OFF Figure 230 Report agent Blank page suppression e Private Job Use this parameter to use the printer s Private Job feature by setting a Personal Identification Number PIN to retrieve private print jobs See the printer manual for more information about the Private Job feature 1 Right click on the Private Job icon 2 Select Private Job Pin code 3 Type the 4 digit PIN Personal Identification Number in the text field Private Job Pin code Figure 231 Report agent Private job e Media type Use this parameter to select the paper or other media for printing the report 1 Right click on the Media type icon 2 Select the media type from the list Default Media Plain Preprinted Letter head Transparency Prepunched Labels Bond Recycled Color Cardstock Rough Figure 232 Report agent Media type e Output bin Use this parameter to select the output bin for printing the report 120 Capella Technologies Inc Chapter 3 Using FP Server 1 Right click the Output bin icon 2 Select the output bin from the list Default bin Upper Bin Lower Bin Optional Bin 1 Optional Bin z
123. printers reroute To divert or redirect data to another destination All output to the printer is automatically rerouted to a working printer in the event of a printer error route To send by a selected route routing Forwarding data to its destination s set up strings PCL printer commands usually entered in a designated field of a software program Set up strings are sent to the printer prior to printable data SIMM Single in line memory module The type of expansion memory used with the HP LaserJet IISI and later printers Capella Technologies Inc Glossary simplex Single sided Printing on one side of a sheet of paper software application Any word processing programming or special application package that can be installed on a computer system Microsoft word and lotus 123 are examples of software packages source The paper tray where paper or other print media is loaded for use in the printer stored job Download a print job to the printer s hard disk without printing it and then print the job at any time through the printer s control panel supply A consumable disposable item such as ink or toner cartridges media etc The warranty period for supplies 1s usually 90 days HP LaserJet toner cartridges are warranted for the useful lifetime of the cartridge t TCP IP TCP Transmission Control Protocol IP Internet Protocol A communications protocol developed under contract from the U S
124. ript emulation Earlier models used plug in cartridges and PostScript was an option until native models were introduced in 1992 LaserJet 4 In 1994 HP launched its first color LaserJet using an enhanced PCL 5 language At 7 295 it printed 2 ppm in color and 10 ppm in black and white Subsequent models are higher speed and lower priced as color lasers have begun to make a presence legacy application A software application that has been in existence for some time It often refers to mainframe and ERP applications however as users abandoned DOS and Windows 3 1 for Windows 95 98 and NT they too are called legacy applications In today s world of the Internet virtually anything not Web related is often thought of as a legacy app legacy system An older computer system such as a mainframe or minicomputer It may also refer to only the software legal Paper sized 8 5 x 14 inches Primarily used in the United States and Canada for printing legal documents letter Paper sized 8 5 x 11 inches Primarily used in the United States and Canada line spacing The number of text lines that are printed per vertical inch of a page HP LaserJet printers default to six lines per inch Capella Technologies Inc 159 160 Glossary linked program A program installed on the computer that can be used with the HP LaserJet document desktop For example use OCR software to translate a scanned item into text lines per inch lp
125. rom Enterprise Resource Planning ERP Sales Force Automation SFA and Customer Relationship Management CRM applications e A quick programming free method of replacing impact printers and pre printed forms with fast high quality laser printed forms Producing checks invoices and similar documents with legacy systems requires using costly pre printed forms and old fashioned impact line printers Printing these documents to more efficient newer model laser printers would require costly changes to legacy applications FormPort Server allows for seamless migration from pre printed and or line printer output to quality laser output all without requiring changes to current applications A flexible data stream re mapping facility eliminates the need to reprogram original applications Capella Technologies Inc 11 12 Chapter 1 Introduction How FormPort Server Works f Host directs appicatton Output fo the Shared ff Logica Printer Mare Print Senwes fer Uile ie En oa cum mm En Imm cequia for Host aard a o ogmacanndoar based ppt je ER PASSI LS s sy f Profile selection deter rr hele ele TN wbis n mines rhe conditions In Praida which print process is t carried out Data fromthe bogical I Printer lunc mrs p 4 FormPart Server Agents i f io Mote berg me citer Agar Haas raafd pz impinnata Server Print Manager a GC RD GU UN RD UR UR RD Output Mle generated
126. route documents D First available printer EI l Figure 126 Print agent Add a printer Use the following steps to add a printer to the Print agent 1 Right click on the PRINTERS icon and then select Add a printer from the drop down menu 2 Add 4 printer Figure 127 Print agent Add a printer menu 2 Double click on a printer icon in the Select a printer dialog box 3 The new printer will display below the PRINTERS icon 82 Capella Technologies Inc Chapter 3 Using FP Server PRINTERS Sg HP LaserJet 9050 Figure 128 Print agent New printer Define output printer selection Use the following steps to define the strategy for selecting an output printer in Print agent 1 Right click on the First available printer icon te arr ge AE i se Print agent mr sy PL p PRINTERS e First available printer E Printer with minimum workload First printer defined in list Parallel printing E Figure 129 Print agent Select output strategy 2 Select a strategy from the drop down menu 3 The strategy for selecting an output printer will display beside the icon A First printer defined in list Figure 130 Print agent Defined output strategy Number of copies Use the following steps to configure or change the number of copies 1 Right click on the Number of copies icon and select Change number of copies 2 Type the number of copies in the text field th
127. rted FormPort Server Printer Ed B E v X Refresh Validate Printer i HP LaserJet 9050 TFIIF address jw TCP IP activity test Time out s rik Mew record F M Figure 38 Setup Printer dialog In the Printer window define the printer by typing the printer name in the Printer field and the printer IP address in the TCP IP address field Click the New icon in the Printer window toolbar to create a new printer TCP IP address type the name of a printer in the Printer field or click the printer icon and select from a list of printers attached to the TCP IP network In the TCP IP address field type the address of a printer attached to the TCP IP network To determine if a printer is available check the TCP IP activity test option button User Setup A User is any individual who interacts with the computer at an application level Administrators use the User dialog box to specify individuals who interact with the FP Server application and print to the logical printer Users can also be granted additional permissions such as managing print jobs and managing various interface functions Use the following steps to set up user permissions On the Setup pull down menu click User Capella Technologies Inc Chapter 2 Getting Started 2 In the User Dialog box click the Find icon on the menu bar to search for a user name Ikel File nrinFinn Figure 39 Setup Find User 3 Use the Interfa
128. s 2 Select the FormPort folder and click on the FormPort Server icon to open the application You can also install a FormPort Server icon on your desktop by right clicking the FormPort Server icon and selecting Send to and Desktop create shortcut Double click the desktop icon to open the application 44 Capella Technologies Inc Chapter 3 Using FP Server Setup FP Server Operations The Setup menu is located in the FP Server application screen Setup specifies the proper preparation and arrangement of the tools and procedures required for the performance of FP Server operations and tasks E FormPort Server File Review Manage Printer S User FormPort HP Las settings Figure 47 Setup menu Settings Setup FP Server software Settings govern how the program handles certain tasks related to archiving and database management The Administrator uses the Settings dialog box to change various settings to suit preferred activity intervals Use the following steps to set up FP Server settings 1 On the Setup pull down menu click Settings 2 In the Settings dialog box select from the following tabs to set up FP Server tasks e Backup Use this tab to provide the FP Server with information on the various directories used The Default backup directory is where FP Server records archives if the output directory of a Backup agent is undefined or incorrect o Click on the folder icon to locate the
129. s in To the computer a file is nothing more than a string of bytes The structure of a file 1s known to the software that manipulates it For example database files are made up of a series of records Word processing files contain a continuous flow of text Except for ASCII text files which contain only raw text other files have proprietary structures Formatting and other types of information are contained in headers or interspersed throughout the file In any computer system but especially in personal computers a file is an entity of data available to system users including the system itself and its application programs that 1s capable of being manipulated as an entity for example moved from one file directory to another The file must have a unique name within its own directory Some operating systems and applications describe files with given formats by giving them a particular file name suffix The file name suffix 1s also known as a file name extension For example a program or executable file is sometimes given or required to have an exe suffix In general the suffixes tend to be as descriptive of the formats as they can within the limits of the number of characters allowed for suffixes by the operating system file format A particular way of saving information in a file Most software applications only recognize a certain number of different file formats Software known as file conversion software was created to change a fil
130. s routed to its destination to a local or network port to a file or to a remote print share A logical printer controls only one process A profile can launch another process Network users requiring the formatting capabilities provided by FormPort Server simply print to the FormPort logical printer FormPort Server automatically formats the data and then outputs it on the appropriate physical printer Capella Technologies Inc Chapter 7 Inside FormPort Server FP Server Print Manager Adds Functionality to Windows Print Manager In addition to allowing users to process print jobs FormPort Server adds functionality to the Windows Print Manager to deal with its limitations Print Manager is the Windows print spooler which accepts the incoming print jobs stores them and prints them in the background The Windows Print Manager spools all printing that separates one print job from another All print requests are placed in a print queue and printed out in the order in which they where placed in the queue Print Manager lets users view print jobs submitted from Windows applications Windows Print Manager has its limitations e Documents designed for older printers can cause newer printers to print at slower speeds e Documents using MICR lines barcodes and other machine oriented markings that were developed for use with printers with lower resolutions can cause production problems in today s higher resolution printing envir
131. select Change value x FPDk Agent ce PRINTERS a eA First available printer f lt Seleck gt es PO xm Change value Figure 114 FPDK Change Encryption key 2 Type the new Encryption key in the text field that surrounds the Encryption key Press Enter to complete the change The new Encryption key must contain the same number of characters as the default Encryption key and must match the key set up on the printer Refer to the Secure DIMM User manual for more information e Update ASC forms Compiled file that contains all FPDK forms Loads forms into FormPort server in order to select the correct forms to use Capella Technologies Inc 79 Chapter 3 Using FP Server 1 Right click on the FPDK agent icon and select Update ASC forms on the parameters menu 2 In the Update ASC forms dialog box click the folders icon and navigate to the forms location or type the location in the dialog box Example C Program Files CAPTECH FormPort Server Forms 3 Select the form file with an ASC extension 4 Click Update and then click Close FormPort Server Update ASC forms C Program FilesCapT ech FormPort Serer Fomes AP ASC Figure 115 FPDK agent Update ASC forms dialog Forms Management agent Use the Forms Management agent to handle many different forms through one print queue This agent takes a data file and conditionally matches it with the appropriate job type
132. select Change value Change value Figure 175 FAX agent Change fax number of recipient 2 Type the fax number in the text box 3 Press Enter to complete the change Backup agent Use the Backup agent to back up both input and output within a process for review purposes FP Server enables users to automatically backup all printed documents via the Backup agent which archives the spool If the Backup agent is executed before FormPort is called FP Server archives the print job as an MFA file If it is executed after calling FormPort the print job is archived as a pcl file Capella Technologies Inc 99 100 Chapter 3 Using FP Server Figure 176 Backup agent Change backup time Use the Backup agent to save print jobs for a given daily duration FP Server automatically removes the files whose backup time has expired The Backup agent enables the user to set the number of archiving days starting from the date on which it is backed up i T Backup agent H Change backup time Figure 177 Backup agent Change backup time Use the following steps to change the backup time 1 Right click on the icon and select Change backup time 2 Type the number of archive days in the text box surrounding the backup time 3 Press Enter to complete the change Backup agent parameters Use the Backup agent to set other relevant parameters including e The Backup directory if it is different from the
133. ss resume time Select icon and then click Define a resume time Pause agent Define a resume time Figure 134 Pause agent Define a resume time 2 In the Define a resume time dialog box set the resume time and then click Validate Define a resume time Time at which all documents are resumed by FormPort Server Era Validate Figure 135 Pause agent Define a resume time dialog 3 The resume time replaces lt Select gt in the Printing process window Figure 136 Pause agent Resume time defined To resume a process with FP Server the printer must run on the FormPort print processor A lightning bolt yellow flash on a printer icon indicates that the printer is an FP Server printer Encryption agent SecureDIMM The Encryption agent provides secure remote printing to customers or vendors via Capella Technologies SecureDIMM Capella Technologies SecureDIMM is a document encryption solution used with HP LaserJet Capella Technologies Inc 85 86 Chapter 3 Using FP Server printers to provide secure document printing This is the highest form of security available b Encryption agent e DDD102030405060708090ADBDCODOEDF Figure 137 Encryption agent Capella Technologies SecureDIMM also makes it possible to protect sensitive print job data by encrypting it making it indecipherable to humans and printable only by specific printers The SecureDIMM is installe
134. stallation Capella Technologies Inc 27 Chapter 2 Getting Started FormPort Server InstallShield Wizard FormPort Server 5 9 Build 507 Setup has enough information to start copying the program files If you want to review or change ick Ba ck If vou are satisfied with the settings click Next to begin copy ving fles InstallShield Figure 24 Installation System information 12 Click Finish to complete the installation FormPort Server InstallShield Wizard FormPort Server 5 9 Installation and configuration is now complete InstallShield Figure 25 Installation Complete Uninstall Update FormPort Server Use the following steps to uninstall or update FormPort Server software 1 Click Start on the Windows desktop 2 Select Control Panel from the Start menu 28 Capella Technologies Inc 5 Chapter 2 Getting Started Click the CD ROM drive icon In the FormPort Server directory double click the FormPort Server Setup folder Click the Setup application icon InstallShield Setup Launcher Adapt a Local Printer to FP Server A local printer can be integrated in FormPort Server so that all print jobs sent to the printer are analyzed and handled by FP Server Use the FP Server interface to automatically configure a printer s properties to make the printer a FormPort logical printer Use the following steps to adapt a local printer to FP Server l
135. t agent Change number of copies Capella Technologies Inc 113 Chapter 3 Using FP Server Insert Banner Use the following steps to insert a banner 1 Right click on the PDF Print agent icon 2 Select Banner on the drop down menu 3 The Banner icon is displayed below the PDF Print agent icon in the Printing process window Figure 212 PDF Print agent Banner icon Report agent The Report agent gives legacy ERP applications the ability to output standard 80 132 or 200 character greenbar reports oe pe i rm Pim Figure 213 Report agent Add a printer Use the following steps to add a printer to the Report agent 1 Right click on the PRINTERS icon and then select Add a printer from the drop down menu 114 Capella Technologies Inc Chapter 3 Using FP Server qo Report agent Add a printer AJ Figure 214 Report agent Add a printer menu 2 Double click on a printer icon in the Select a printer dialog box 3 The new printer will display below the PRINTERS icon dy PRINTERS Sg HP LaserJet 9050 Figure 215 Report agent New printer Define output printer selection Use the following steps to define the strategy for selecting an output printer in Report agent 1 Right click on the First available printer icon M I EA Report agent Na a e PRIMTERS A First available printer Printer with minimum workload lt First printer defin
136. t click the icon and select Modify the account Trott acon Figure 170 Email agent Change login 2 Type the account in the text box 97 98 Chapter 3 Using FP Server 3 Press Enter to complete the change Password 1 Right click the icon and select Modify the password e lt Modify the password Figure 171 Email agent Change password 2 Type the password in the text box 3 Press Enter to complete the change Domain 1 Right click the icon and select Domain rd Figure 172 Email agent Change domain 2 Type the domain in the text box 3 Press Enter to complete the change File name 1 Right click the icon and select Modify the name Modify the name Figure 173 Email agent Change filename 2 Type the filename in the text box 3 Press Enter to complete the change Capella Technologies Inc Chapter 3 Using FP Server FAX agent Use the FAX agent to send a print job between remote locations by transmitting a coded image over the telephone system to a receiving fax machine can retrieve fax number from spool file 1 lt Select gt Figure 174 FAX agent Change fax number of recipient This parameter defines the fax number to which the document must be transmitted If this number is undefined as a parameter it has to be defined in the spool file Use the following steps to define the fax number of recipient 1 Right click the icon and
137. ter in FormPort agent 1 Right click on the First available printer icon w FormPort agent First available printer Printer with minimum workload First printer defined in list Parallel printing Figure 94 FormPort agent Select output strategy 2 Select a strategy from the drop down menu e First printer available FP Server chooses the first available printer unsuspended on the print server in the list e Printer with minimal load FP Server chooses the printer from the list of printers having the minimal workload e First defined printer FP Server chooses the first printer defined in the list e Parallel printing FP Server directs the print job to all printers which are not suspended on the server and which are defined in the ordered list 3 The strategy for selecting an output printer will display beside the icon 64 Capella Technologies Inc Chapter 3 Using FP Server D First printer defined in list Figure 95 FormPort agent Defined output strategy Select a form Use the following steps to select a form in FormPort agent 1 Right click the Select icon and then click Select a form on the drop down menu 2 In the Open window navigate to the form files in the Setup folder of the Program Files directory on the hard drive The filename extension fpf indicates a FormPort form a e My Recent Documents Desktop My Documents My Computer q My Network File nam
138. text documents This agent is normally used to decrypt documents that have been encrypted on the host using SecureDIMM encryption technology To Decryption agent o DDD102030405060708090ADBDCDDOEDF Figure 203 Decryption agent Decryption agent parameters e Change decryption key When a file is encrypted the data translated into a secret code or ciphertext it must be decrypted before further processing can be accomplished The decryption key must be configured correctly to read encrypted files 1 Right click on the Decryption key icon 2 Select Change value 3 Type the new value into the text field and press Enter e dod Decryption agent DOO O20s04 05060708090 40B0COD0E0F Change value Figure 204 Decryption agent Change value Capella Technologies Inc 111 112 QOEM EDEN T o RE OE an Re Ee RE ree 3 ER A AAE SS oe SSE Es ME Er n EE ESE C AA 4 Chapter 3 Using FP Server EBCDIC agent The EBCDIC agent converts EBCDIC data to ASCII data EBCDIC data is usually sent from IBM host systems y EBCDIC agent Figure 205 EBCDIC agent PDF Print agent Use the PDF Print agent to print PDF files without opening Adobe Acrobat The PDF Print agent directs a pdf file to a virtual or physical printer to create duplicates of original forms and to re route documents e PDF Print agent PRINTERS BD First available printer Figure 206 PDF Print
139. the Alt line shading icon 2 Select Alt line shading On or Alt line shading Off lt Aline shading on Alt line shading OFF Figure 221 Report agent Alt line shading Line numbers Use this parameter to select whether line numbers will be printed for each line of the report 1 Right click the Line numbers icon 2 Select Line number On or Line numbers Off Line numbers On Line numbers Off Figure 222 Report agent Line numbers Page numbers Use this parameter to select whether page numbers will be printed on each page of the report 1 Right click on the Page numbers icon 2 Select Page numbers On or Page numbers Off be 4 Page numbers On Page numbers Off Figure 223 Report agent Page numbers Page borders Use this parameter to select whether page borders will be printed on each page of the report 1 Right click on the Page borders icon 2 Select Page borders On or Page borders Off 118 Chapter 3 Using FP Server Page borders On Page borders Off Figure 224 Report agent Page borders Color Use this parameter to select whether the report will be printed in color 1 Right click on the Color icon 2 Select Color On or Color Off Color OFF Figure 225 Report agent Color Paper size Use this parameter to select the paper size for printing the report 1 Right click on the Paper icon 2 Select Letter Legal or A4 Lett
140. uently Asked Questions Chapter 4 FP Server Frequently Asked Questions 136 As a user how dol initiate a FP Server print job Initiate a FP Server print job by sending the job to the FormPort printer or by saving the file to a folder monitored by FormPort How do I print many different types of documents e g invoices packing slips from the same data The Title Profile uses a portion of or all data in the file name to call the appropriate FP Server Print Process The Trigger Profile 1s used to sort data files and go to different destinations The Forms Management agent looks for a specific trigger in a specified row and column of the data to call the appropriate forms How do select a physical printer based on printer data Specific fields in the data stream can trigger the appropriate form in which the targeted physical printer 1s specified by the agent MegaForm FormPort or FPDK How do output the same document simultaneously to multiple physical printers You would define the physical printers within the FP Server printing process How do distribute documents simultaneously to multiple locations First you would need to determine if this 1s static information email or fax If the information were static that information would be defined in the FP Server Print Process If the data were dynamic you would have to Capella Technologies Inc Chapter 4 FP Server Frequently Asked Questions
141. ure the various print processes Directions for using these features appear in Chapter 3 of this guide amp F rst HP Lari Jut 050 Figure 2 FP Server Graphical User Interface The FP Server Graphical User Interface is a utility and does not need to be accessed during the printing operation Capella Technologies Inc 15 Chapter 1 Introduction FP Server GUI and Desktop Access and interact with the FP Server application through a graphics based user interface GUI When a GUI is used to access applications such as with the Windows interface the on screen background 1s called the desktop The FP Server GUI consists of these key elements e Menu Bar with pull down menus File Review Manage Setup Help e Windows e Dialog Boxes e Printer List o Lightning Bolt Yellow Flash indicates logical printer vs physical printer Menu Bar The File menu is the first menu title on the FP Server menu bar followed by Review Manage Setup and Help Each option in the menu bar is associated with a pull down menu FormPort Server File Review Manage Setup Help UT ml T Fr Paar EL Et Fa Figure 3 FP Menu Bar FP Server Pull Down Menus Click a menu title to view a drop down menu Select items by highlighting the line 1n the menu and either clicking it or letting go of the mouse button FP Server menu titles and pull down menu items include e File o Exit Quit the program Ca
142. utomation customer support and field service see back office application n h handshaking A method of communication between a computer and printer A handshake ensures correct and complete data transfer Capella Technologies Inc Glossary i initialize To set the starting values and conditions to predetermined levels input output I O The input output medium device or channel through which the computer sends and receives information to and from peripherals for example disk drives keyboard or display unit interface A device or component used to alter or convert signals between circuits systems devices or programs interface connection Some HP printers come with two interface connectors Rs 232c serial and Centronics parallel ports are found on these printers internal fonts The fonts resident in the printer memory when shipped from the factory ISO International Standards Organization j job A specific piece of work to be batch processed by the computer or a peripheral device such as a printer Capella Technologies Inc 157 158 Glossary job size The printer formats data into an 1mage before physically picking up a sheet of paper The image size is determined by the job size setting The software application usually sends a command telling the printer what size image to use for text If no command is sent the printer defaults to the image size specified by the control pane
143. ving to create a specific agent The parameters for this agent are as follows e The complete path and the executable parameters including at least the two FP Server macros of data input INPUT SPOOL FILE NAME and of data output OUTPUT SPOOL FILE NAME Example C apps filter exe INPUT SPOOL FILE NAME OUTPUT SPOOL FILE NAME FTP agent FTP File Transfer Protocol is the protocol used on the Internet for sending files Use the FP Server FTP agent to send a print job spool or a message file to an FTP server via FTP commands Users can automatically upload documents to customer or vendor FTP sites in PDF format or PCL TIFF format Capella Technologies Inc 105 Chapter 3 Using FP Server FTF agent LA zSelect gt lt Select gt web select Ez 60 lt Detect gt Figure 189 FTP agent FTP agent parameters FTP agent includes basic parameters Right click on the FTP agent icon and select additional parameters from the drop down menu When selected a check mark will appear beside the parameter in the menu and the icon will display below the FTP agent icon in the Printing Process window The parameters and steps to modify them are described below e Name of FTP server 1 Right click the icon and then select Modify the name gn Modify the name Figure 190 FTP agent Change file name 2 Type the name in the text box 3 Press Enter to complete th
144. which each printed dot is stored as a digital bit bmp The standard bit mapped graphics format used in the Windows environment By convention graphics files in the BMP format end with a BMP extension BMP files store graphics in a format called device independent bitmap DIB buffer A storage area for temporarily holding data c character Printable letter or symbol computer print services Users can print documents on local printers that are plugged into a computer s serial or parallel port or print jobs can be sent over a network to a remote computer for printing on printers attached to the remote computer They can also print jobs on network printers and can send files to TT Y attached devices or to files in the dev directory which is a file queue A computer that is on a network and accepts print jobs from users on other computers clients 1s a remote print server Users can check a computer s properties notebook to determine if the remote server functions are active A print server can accept print jobs from other computers clients that are 1n its server access list The list can be viewed and edited in the Server Access List tab in the property notebook of the computer or by selecting the computer and selecting Edit View Remote Client List from the Selected menu Capella Technologies Inc 149 Glossary conditional image processing When FP Server migrates legacy data to convert it into complete electron
145. y options Use this parameter to add to the FormPort command parameters which are defined in the options of the FormPort agent 1 Right click on the Additional parameters icon 2 Select Change value 3 Type the new value in the text box w2 The first x bytes in the spool file are not taken into account 1s a numeric value Capella Technologies Inc Capella Technologies Inc Chapter 3 Using FP Server w16 The first x lines in the spool file are not taken into account 1s a numeric value For more details about changing additional parameter values contact support capellatech com Encryption key alphanumeric code Encryption is the reversible transformation of data from the original plaintext format to a difficult to interpret format ciphertext as a mechanism for protecting its confidentiality and integrity Encryption the most effective way to achieve data security uses an encryption algorithm and an encryption key To be read an encrypted file must be decrypted using the secret encryption key Encryption functions as soon as FP Server merges data and the form This feature is part of the solution with an encryption DIMM installed in the printer 1 Right click on the Encryption key icon 2 Select Change value 3 Type the new encryption key in the text box Private Job Allows print jobs to be stored on a printer that is equipped with a hard drive for future retrieval and printing A Private Job
146. yption agent Change val ie os RES ER SE AG e Re Re Gud RE Ee oe ee IE 86 Encryption agent New CIL ees ees ee EER Ee oe os Ge eo NE ed ee ES oe ee 87 lede eel A BE EE OE Ed OE N N Mdu cU ME SNR A DINE 87 File Split agent Form Feed Break ee AR RR EE ee ee ee ee ee ee ee ee ee AAR RE EE ee ee 87 Pile Split agent Change cut sequence sesse eGGSA ER RE ES GEE GR SO 88 File Split agent Add a printer MENU ee ee ee 89 File Split agent NOW printer se EG EE GEE iiaa eieaa 89 POF ei EE N DE EE EE EE 89 EDE ASC Select dieet ds GE 90 PDF agent Browse for TOLL iiosoi555925525959359 405915296959899 605 ER ESEG ER ee SORG RE ER ERG ROE EE ES 90 PDF apent DacarHe ie HE N ARE OE OE EE EE OE 90 PDF agent Modify filename ee eed ede ee ee 9 PDP agent Modify password sees Ee iS ee pod a He Si dons REG OE Ee OS PUE FI Gee EE Ge Gee Te pd 9 PDF uc ES ON M T 9 POF uc ISSUE T aa uU Re Be RE ee ee 9 Capella Technologies Inc Figure 153 Figure 154 Figure 155 Figure 156 Figure 157 Figure 158 Figure 159 Figure 160 Figure 161 Figure 162 Figure 163 Figure 164 Figure 165 Figure 166 Figure 167 Figure 168 Figure 169 Figure 170 Figure 171 Figure 172 Figure 173 Figure 174 Figure 175 Figure 176 Figure 177 Figure 178 Figure 179 Figure 180 Figure 181 Figure 182 Figure 183 Fi

FormPort Server Users Guide

Contents

Download Pdf Manuals

Related Search

Related Contents