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1. 004 If You are Still Stuck 20 00000 e ee Setup Core Components Archive Managing your DB cee eee eee Settings Filters Run 72 Data Input 73 File System 000000 cece eee ee 73 LP Eime Printer iarsi aiiu whee id bea ee nb eddies 74 Named Pipes 75 Delivery 76 PriNUS Vers coterie galas ln bomen deed da Geen 76 Printer Licensing 2000000e eee eee 77 Email 78 Application 80 Delivery Monitor 82 Submit 84 Submit Input Data for Job Processing 84 Activity Monitor 20000 0 eee eee 84 Submit Queue via Network 85 Submit Queue via Named Pipe 85 Submit Queue via LPR Printer 86 Printing from Windows Applications 86 Printing from UNIX applications 89 Configuring Printers in your Application 91 Instructions on how to set up the LPR port in your PC 91 Associated Files 94 What are Associated Files 94 How Associated Files Work 94 Using Associated Files 3 Steps 94 Step 1 Create Associated File fields in FTDesign 95 Example 1 Emailing the Document using Email Address from Input Data 95 Example 2 Using Substitution 97 Example 3 Using Multiple Associated Fields 100 Example 3 Using Multiple Associated Fields 101 Step 2 Define appropriate identification and split rules in FTSplitDef 103 Create a New Entry 00020 eee eeee 103 Load Sample Data unuau aaua 104 Creat
2. Sender Recipients Sender Name FormTrap Cancel Department Development Company TCG Information Systems Pky Recipients Number Attention Company Add new 02 9310 5172 Support TCG Info Delete e Click the Add new Edit or Delete button to change the recipient lists rape ge Fax i02 9310 5172 Attention Support Company TCG Information 5 File This option delivers FormTrap standard output files to a specified directory as well as the opportunity to run processes over the FormTrap output To set the properties of output to file e Enter the full Destination folder path of where to save the file to Environment variables are accepted See notes following the image below if you are attempt ing to write to a network drive e Enter the File title Use an associated file variable by quoting the associated file name in square brackets and For example quoting PO Num would deliver PO22344 from the associated file line PO Num PO022344 Make sure that your data fields do NOT contain characters that are illegal for Win 30 dows file names and so on These may cause the file save to abort with an error message Note See details in the Knowledge Base for a filter that is available at a charge that removes illegal characters in potential folder and file names More information on Using Associated Files in FTSpooler Queues Properties see page 114
3. Ps External process timeout seconds 600 i Run Bes 22 Users Logging Log level Normal v File system e LP Line printer User interface a Named pipes Window startup Normal v Print servers Save changes Prompt v Printer licensing I E mail Initially in the archive show records that are no older than certain number of days Applications 19 Monitor s Save Restore This option allows addition or removal of filter s and management of the filter s properties such as name description path and input output type Filters MUST deliver a modified version of the input file back as output otherwise you will get a Spooler error Filtering empty output file produced by process C Program Files TCGIS FTLabelPrint FTLabPrt exe with arguments Note Do not register FTLabelPrint as a filter it is an Application To add a filter e Click the New button e Name the filter and provide a brief Description e Enter the Path to the filter Path could be in absolute form or relative to the FTSpooler s Installation Directory ftinst or any other directory speci fied by the PATH System environment variable For the purpose of maximum portability it is recommended to place all executables in the ftinst direc tory and specify just the executable name without path e Enter the command line Arguments If you are not using the standard input and output devices Use standard
4. 78 Enter the full domain name of the SMTP server in the Host textbox Choose a login type from the Login drop down menu For login options other than None enter the User and Password to be used by FTSpooler to log into the SMTP server when sending email Choose an encoding type from the Encoding drop down menu Enter a full email address in the Default sender textbox to define the sender details for outgoing email Click the Save button Note Microsoft Exchange Version 7 has differences from earlier versions you will need to check these items in Exchange 7 and set them when installing or transferring to Exchange 7 Check and modify these in Exchange 7 this information is offered as a guide only consult Microsoft documentation In Authentication Properties tab enable Basic Authentication and disable Offer Basic authentication only after starting TLS TLS is the default for Exchange 7 and is not supported by FormTrap If you intend using an SMTPFrom name that is different from the authenti cated user give permission to Send As a different address For details of how to grant this permission refer to the following Microsoft article http technet microsoft com en us library aa99829 1 EXCHG 80 aspx If you do not do this and set SMTPFrom different from the authenticated user you will get this error 550 5 7 1 Client does not have permissions to send as this sender To use Outlook Exchange the profile inform
5. Not equal to Greater than Greater or equal to Less than Less or equal to Empty and Non empty Rule Properties a asl pow ff s E Cancel Column 105 p d Length 10 ro Rows toscan 11 me Comparison rule Equal to hd Value Invoice No Step 3 Configure your FTSpooler queues with the correct Associated File handling options Once the rules for identifying and splitting the documents have been created FTSpooler must be configured to use the correct rule file Configuring FTSpooler settings to apply rule files To configure FTSpooler e Open FTSpooler e Inthe Queue Window select the queue you want to apply rule files on e On the Processing tab of the Properties Bar select the appropriate rule file from the Resolve drop down menu e The entries of the Rule file are displayed in the Formatting and Replication box on the right e Double click on the first entry in the list e To add a form double click on the required entry from the Formatting and replication list then click on Select forms to select a form from the drop down list More than one form can be selected and the bottom tick box for Form 110 name is embedded into the input data covers that case uncommon Multiple forms print in collating sequence of their names as complete sets covering the entire input file Select forms l w Include or exclude forms in the list on the left side by ticking unticking or
6. PDF for email tiff for faxing determines the method of delivery and delivers the document to your customer Getting Started This is the FTSpooler Window for the SBE Edition FormTrap Queues 17 Licensed to Me 77 printers en S 3 Queues fe Data folders Archive a Setup Wa PA ga w e eK amp 4 New print queue New e mail queue New identification queue Empty queue Clone Delete Tools Refresh Queue Function Output Email Fax File Applications invoice Email PostScript forms taxinvoice isupport General Processing Filters Print invoice Print 4 PostScript forms taxinvoice CAINPLATO invoice QUEUES Invoice Email Invoice Print Queue name Invoice Email P Local FSRESOLVE VIA ftstdsplit pora Input E Purchase Order Email PostScript forms purchaseorder supporte Input services Purchase Order Print PostScript Forms purchaseorder cAivptato Line printer LP Purchase Order QUEUES Purchase Order Email Purch MFile system z Statement Email JPostScript forms statement jselina t Named PPR Senor n Statement Print A JPostScript forms statement PLATO Statement WERESOLYE VIA stmt Notify Remittance Advice QUEUES Remittance Advice File Ene Type z Remittance Advice File A JPostScript forms remittanceadvice C Do not notify My tatement File PostScript forms statement c Docu E mail address name domain Simple Print Queue A JFORMS for
7. e Select any standard files you wish to add to output There are three types of standard files Output file PostScript ps or PCLXL PCL6 or PCLS pcl Associated file af and Input file txt e Click Add Remove to edit which if any output conversion filters should be used to add additional files commonly pdf files More information on Define Output Filters see page 22 e Click the Apply button to save the changes General Processing Filters Print Email Fax Destination Folder F lTCG You can use environment variables in the path examples Fthome output Files c formtrap output files File title optional defaults to identifier department customer name customer id invoice id You can use associated file variables in the title as well as defining directory structure examples department customer name customer id invoice id invoice Standard files C Output file _ Associated file af C Input file txt Output filters additional files Currently defined PS2PDF ak File Applications Notes on writing to network drives When the output folder is located on a network both a UNC path server folder or a mapped drive Z Folder may be used 31 Mapped drive s must exist for the user account that runs the FormTrap service drive mappings are maintained per user account Please check by interactively logging in as the user that runs the FormTrap s
8. for XP Pro and is similar for later operating systems Please see the Knowledge Base if you have problems with your initial fax tests Dence Name NetCom Rosdster Uira SVD AM3 Windows Fax Service is normally activated using Associated File entries with any default option overridden by the Associated File Like any of the special delivery methods the Properties tab Associated file entries prompt must be set correctly More information on Windows Fax Service and Associated Files see Reserved Names see page 118 To set the properties of faxing e Click Define document type to specify the document type Fax requires TIFF for faxing so select the filter that converts from your document type as indi cated in Processing tab Data Folder to Tiff i e one of PCL to Tiff where Data Folder is marked as PCL i PCLXL to Tiff where Data folder is marked as PCLXL 5 i PostScript to Tiff where Data folder is marked as PostScript Ps More information on Define Document Type see page 22 e The usage of Cover page is OPTIONAL The Cover page must be first created using Windows Fax Cover Page Editor You can launch it from Start All Programs Accessories Communications Fax Fax Cover Page Editor create edit and save your cover page In FTSpooler fill in the Cover page name i e the full path of the cover page Subject line and Body You can use associated file variables for Subject line and Body e Use an associated fil
9. 0 eee ee 37 Changing ownership of queues 38 Data Folders 39 Manage Data Folders 39 Create a Data Folder 20 000000 39 Reload the Forms of the Data Folder 40 Update the Properties of a Data Folder Delete a Data Folder 2 200005 Manage Subtitution Files Add a Substitution File to the Data Folder Delete a Substitution File from the Data Folder Manage Split Rule Files Add a Split Rule File 00005 Delete a Split Rule File 08 Archive View All Records View Delivered Records View Errors View Data Records View Replication Records View Formatting Records View Working Records View Logs Managing Records View the Archive Record 200 ee eae Delete an Archive Records 2 0 55 Resubmit a Job 0c eee ee ea U a tae 2a PE svete hole Bak Aiea AG BS pete ee de Apply Selection to Searching and Filtering Panel Refresh Records oeeo taerae cee eee eee ees Finding and Filtering Archive Records Finding and Filtering Records in the Record View Finding and Filtering Records in the Data View Finding and Filtering Records in the Replication View Finding and Filtering Records in the Formatting View Error Messages from FormTrap Spooler Self Explanatory Errors 00 0000 eee Printer Errors EOXXXXXXX 2 1 ee ee eee Vague or Meaningless Errors
10. 2 Recipients on Associated File are accumulated This is in contrast to non recipients where the first value only is used Examples Smtpto paul lt paul formtrap com joe lt joe formtrap com gt Smtpto adam lt adam formtrap com gt Emails to all three recipients Non recipient are different only the first value is used Smtpfrom paul lt paul formtrap com gt Smtpfrom adam lt adam formtrap com gt Email is from paul only 117 Associated File Reserved Names To see this table online see http www formtrap com enterprise v7 5 manuals en associated_files_reserved_names h tml Delivery Reserved Name Description rg Recipients Print Windows Printer name This entry tells FTSpooler to print the formatted FormTrap document using the specified windows PCL PS printer Ensure the Windows printer name is used and NOT the printer s network path This is an example A Print HP LaserJet 4100N PCL6 MAPI Recipients EmailTo Email address of the primary recipient This entry tells FTSpooler to email the formatted FormTrap document to the specified email address This can either be fully qualified username domain com or a Windows address book name Multiple entries may be specified separated by a semi colon These are examples A EmailTo username domain com A EmailTo userA domain com userB domain com EmailCC Email address of the secondary recipient This entry tells FTSpooler to email a copy of the formatted Form
11. 5s e Fthome W Install directory ftinst9 Ye Program Files TCGIS FT Spooler 7 Serv er Oy Archive ws Setup Formatting Version 7 2 0 4 Location of the forms Fthome data Location of the common substitution files efthome substitutions Identification and split Version 2 0 9 0 Location of rule files fthome rules Page normalisation repagination Version 2 1 0 4 66 Archive Archive manages the database server and archive location monitors the local database service status and performs maintenance Logging is to a FireBird data base also 32 or 64 bit The DB need not be on the same machine or operating system FTSpooler has one FireBird database for all the job processing and delivery information Location is stated in Database server and archive location Recovery is built in by logging of the data for each task before release to the external process The database deletes no longer required transactions several times per day and you should schedule Backup and Recovery as the database gets too large Backup and Recovery removes deleted space from the database returning it to the system as free space Note Setup of the archive on another machine is not a part of these instructions Please contact support formtrap com for details and a quotation if you would like your system set up this way e Select the Server location IP address from the dropd
12. Click Yes to finish or No to fix the listed queue s first e Ifthe queue is in used in any other queue s reconfigure those queues manually FTSpooler The Following queues have references to this queue e TCG Local report You will need re configure them manually OK to delete Write down the queue names indicated and fix them immediately Queue Properties Select the queue to change by highlighting it Update the queue settings in the Properties Bar on the right side of the FTSpooler Window General This tab defines the queue and its Data Input Method Notification and Archive properties Queue name must be supplied and unique Queue name Cyberonics Data Input Input services Line printer LP V File system Options M Named pipe j lotify Notification Type Do not notify vi E mail address name domain Archive Number of days to keep records 5 lt O Treat absence of recipients as an error Keep replication order Fax File Applications Three Input Services of Data Input to FTSpooler are available Line Printer LP File System and Named Pipe e Line printer allows users to treat the queue as a printer You may More information on Unix LPR Printers see page 89 use lp lpr from Unix define and write to an LPR printer from Windows use a Work Station Customization Object from a AS 400 to print files directly to the queue More infor
13. Definition Format Position Font Print rules ZARSMTP ToXemail domain com A8Subj Our invoice inv no against your PO po no is attached A Linked records Sample text Field name Edit lint Email address is included as shown in Example 1 or 2 E Text object Definition Format Position Font Print rules RHARSMTP ToXuemail domain com HHAH Subj Our invoice inv no against your PO po no is attached Link selection Linked records Sampletet Field name _ email domain com Email inv no Invoice po no PO Example 3 Using Multiple Associated Fields This generates three sample entries one each for Invoice PO Number and Date Refer to Step 3 for usage 101 To Create an Associated File Field in FTDesign Choose Text from the Draw menu or click the Text button in the tool bar Click and drag diagonally to add the text frame Release the mouse and the Text dialog box will open On the Definition tab type the associated file commands for Invoice and PO Number in the Text box A Invoice invoice A PO Num po num A Date doc date E Text object Definition Format Position Font Print rules BAARInvoicexcinv no t BSARPOLeponumat SAS Date see Z ka Linked records Sample text_ _Field name _ inv no Invoice Number po num PO Number 102 e Link the fields to data as shown doc date shows custom masking to produce 2010 05 14 as output E Text
14. Panel choose Add or Remove Programs e Choose Add Remove Windows Components and the Windows Components Wizard pops up Check Other Network File and Print Services option if not selected then press the Details button wb gred ao o oDi me ogret d a F To eDi s erwe 6 oere chet He Peda A ald bow earn ft ore e AOR To me al recimi a apra d meree 9 Wun i gue gt mt ry ae Other Network File and Print Services COMB v D Mre igl o POD ras Aye t we ua m len ogr hee ee el pree r te pee ah ter r te n aa bo par sosm sme pas pate be E SE a 92 There will be a list of available subcomponents of Other Network File and Print Services in your PC choose the one called Print Services for Unix Then click OK Te add amp comers amp ores chek He chet Boe A hated bor ea ft rG pet Ate Comperert wd be rotated lo owe ht retested a aore coc Daah Sompatie Meret Fae art Port cerca me mi Print Services for Unix 0 0 MB Cex nate Ai eei pre ary pren p ata to Oe pae Tha Ge par woeed DEL opas s mta r d De De f r E Click Next in the Windows Components Wizard Screen to finish installation 93 Associated Files What are Associated Files The Associated File is a powerful facility within FormTrap designed to allow document specific information to be extracted from a FormTrap form into a separate file at run time Most often the associated file is used to extract delivery
15. Queues g Data folders Archive K Setup 3 all a Delivered amp Errors lt 4 Data 4 Replication Formatting Working E Logs X Clear all Apply filter f Page Wm 4a Refresh X lt Delete Queue Date Time Queue 12 09 2008 3 53 41 PM Statement File 12 09 2008 3 53 41 PM Statement File 12 09 2008 3 51 02 PM Statement File 12 09 2008 3 51 02 PM Statement File AM simple stmt Date range _ 53 0 From 3 09 2008 11 41 01 4M Statement File Date 16 08 2008 93 09 2008 11 41 01 AM Statement i 3 09 2008 11 41 01 AM Local Time 4 16 59 PM ffojos 2008 11 40 33 AM Statement Email o Tai 3 09 2008 11 40 33 4M Statement 3 09 2008 11 40 32 AM Local Date 3 09 2008 11 36 48 AM Statement Email Time 3 09 2008 11 36 46 AM Statement 3 09 2008 11 36 47 4M Local 3 09 2008 11 33 49 AM Statement File 3 09 2008 11 33 49 AM Statement 3 09 2008 11 33 49 AM Local lt Searching and Filtering panel View Delivered Records U Restart To jselina formtr C Document Jselina formtr 9C Document i formtr 7c Document 42 statement File Statement jselina formtr 42 Statement Em Statement jselina formtr 42 Statement Em E Statement EC Document Statement File Statement gt m Save Al View A Process name Docurr User interface txt Western txt formtrap statement ps smtp PS2PDF pdf v l mi Select
16. Tools Window Help eix D E BPs Paton Colorlas v MA Tio al OOT tit sh GF mil a oe gt my Cower Jf wl Aw BI USO HK OHF te Si AA QARI ESRR ote ee e s e s 8 6 e s ses see 6 s IIRI A Enter harel BAG he RS 5 Te et ALCEE SS we aot et SS at SONER SMIPTOS SMIPTO_MAME ADDRESS_LDIE1 ADDRESS LINT2 ADORESS LIIE ADRESS LIM 4 COUNTRY 135 Here we construct Associated File lines with all of the fields required starting with the semi colon separator so this is strictly a semi colon separated file The same is done for the initial Header portion and for each of the Detail and Comment lines as well The Red items are missing the initial hence print and are used for checking the output during testing These are taken out for production subsequent provision in FTDesign to look at the Associated File now makes the red lines redundant This is the output e ee Aaaa Store Counter sintersite Order 08 02 2011L REMARKS 2PROP CAPS PFL 365 NI 2 32 0032 5641956 et Label 53215 T Spaces etc can be removed if required by masking and there is no maximum length on the output Please note these two items 1 Headings are best done on the Trailer label i e you get one record per input docu ment Details will be produced as they occur so are in sequence This document has no trailer so the Associated File records for Header and Trailer are duplicated further down 2 The fir
17. a national list of poor payers and your company may find difficulty in obtaining credit for a number of years thereafter Again would be most appreciative if you could call me to discuss your situation on 02 8303 2400 extension 120 This is your last opportunity to deal with TCG Information Systems Pty Ltd instead of a collection agency who are much less polite than we have been Yours faithfully Brian Crow Chicf Accountant Bnan Crow FormTrap com 158 The Accountant Trans Tasman Railway Compa 3 Balfour Street Chippendale NSW b TCG information Systems P L has handed your debt to a debt collection agency and will deal with Trans Tasman Railway Company only on a cash with order basis Trans Ta a Railway Company has been included on a number of data bases used by credit controllers to vet companies prior to the issuance of credit facilities Yours faithfully Geraldine A Hungerford Credit Supervisor 159 Fax from your ERP System Most Unix ERP systems have methods to present faxes as the normal document with preceding cover page In the NDS ERP system this appears as shown below Invoice with preceding fax cover sheet a01 Company Name To ALEX MAIDEN gt From Gate FAX 888 888 8888 Subject BACK ORDER AND ADDITIONAL FARTS YOUR ORDER NUMBER 5555 888 77 SHIP TO ALEX MAIIEN 14655 KENSINGTON RD LEAVING 1 15 11 Company Same new page hare Customer INVOICE Invoice Pg HAGLOO1 c
18. as a small document or as a records mode file in the Base Page record Company Name and Address Person being written to or a standard title like The Accountant Amount outstanding Date of last action Date of next action Employee Number In addition you ll require these two indictors for Records Mode make them additional one character records Letter Type indicates the text required and variables to be inserted done in Form Design rather than here as part of the record variable Closure type allow for a signature Name and Title only format plus the above with an Email address Again done in the form design with just an indicator record letter here 153 Form Design There are two simple design elements being the Base Page and the one or two Closure Detail Records Base page contains the date and customer address and looks as below December 31 2002 Vaal sale Mosto baba haste Based l oolal sBoesnatton l bool tt ne Accountank Py Text object Coy Address Defrtion Fornat Postion Fort Address 2 Address 3 The Accountant City Stete Zip bee tp ddoue Odie J Cty lt Slates Zips The Closure Detail Lines contain just the Employee field and get their data from substitution files where you can set up new employees without changing the FormTrap form or even set up dummies for certain letter events like the threat to pass their details to a credit ag
19. associated file line PO Num P022344 to give Your Order PO22344 Take care that your data fields do NOT contain characters that are illegal for Win dows file names and so on These may cause the email to abort with an error message e Click the Define attachments button to specify the attachment filter s More information on Define Attachmentssee page 22 e Enter the Subject line normally overridden by the Associated File name Subj and Body from the standard file quoted in the Associated File name Email Body or the text entered in Body below More information on Using Associated Files in FTSpooler Queues Properties see page 114 e Ifyou are constructing the title yourself you may use square bracketed and associated file fields as for Title 25 e Enter valid email address es in the To Cc Bec and From fields e Click the Apply button to save the changes General Processing Filters Print Email Fax File Applications Manage settings for Recipients and Sender SMTP Outlook MAPT To user_A domain com Attachment ce Title ernail_title Bec Currently defined attachments From user_B domain com P52PDF Use format like Mary Smith lt mary smith company com gt Subject and body Subject line This is the subject line Body This is the body eh How Email is handled by the Spooler The Associated File is produced during document formatting by the Spooler If the
20. bea Maal The Accountant Dullard and Slow Inc 55 Smith street Suite 100 Ammityville MN 22222 3333 44 Dear Sir Dullard and Slow ine is approaching the point where TCG Information Systems P L will be forced te take legal action for debt recovery against you This will cost Dullard and Slow Inc at Icast FIVI HUNDRED DOLLARS 500 00 on top of your cxisting debt of THREE THOUSAND DOLLARS ONLY 3 000 00 as well as time travel and loss of reputation I would be most appreciative if you could call me to discuss your repayment program on 02 8303 2400 extension 139 If have not beard from you or received payment in full by May 31 2009 legal Yours faithfully ZI Maikin Bruce M Mathesor Credit Manager AR Bruce Matheson FormTrap com 157 Leva Leabsdarllestaatsl sled barter d bebsteron bs da bestell CG Infermabon Syst The Accountant 3 53 Satfour Aardvark Associates Inc 13451 Main Street Suite 200 Anytown CA 12545 6789 12 Dear Sir Aardvark Associates Inc has ignored our last request dated March 31 2009 and as a consequence TCG Information Systems P L will pass this account to a debt collection agency effective the start of next month if we have not been contacted by you before that date The amount outstanding is ONE HUNDRED FIFTEEN DOLLARS AND 41 CENTS 115 41 and will increase by court costs of at least another FIVE HUNDRED Dollars In addition TCG Information Systems Pty Lid will place you on
21. can do about them 63 If You are Still Stuck Please email FormTrap Support Support FormTrap com with these documents and files 1 Screen shot of the error taken from Archive Errors with the item causing the problem highlighted we re interested in the bottom two panels on the screen which is the best sometimes only information available GG connection EZ meves i ontateiers FE ge BE seno 2 DAN Delivered Errors data Replication J Formatting H working i Logs Ques To Reoperr type Date 2 Screen shot of Archive All showing the file list at the right Gg coneston EX oeo D ostato FE arene GEE sean J anlO Delwered EX Errors Aosta Replication Formatting P working i Logs Page We mf e Gf Rete X peee U mesit Dete Tre Que o Xda Apply fte SS PLATORE Color Laserjet 4600 P5 3 Saved formatted document suffix pel ps or pclxl from the above use this to save the document to a folder 4 First document and if this exists the last txt document from the above fel save Al view Process name User interface 5 From frm file from the FTDesign environment bothnotes frm WITH any repagination file rpg used by the form 6 Zip all of the files and include with your email If you have HTML format email you can drop the screen shots in directly 7 Please send the file from Archive Log 8 If the error is in a Windows System component SMTP W2KFax
22. directory A Monitor _ Hide console Hide GUI window Data Input File System This option allows the user s application or a copy statement to write a file directly to the queue folder To configure the file system option e Tick the Enable at start up checkbox to enable the file system option at FTSpooler start up e You need to Stop and Start as below for this to take effect e Alter the location of the Folder being watched if required e Click the Save button Start or Stop and Start the service and check Current state is Ready 73 More information on Submit Queue via Network see page 85 y we Sk 3 Connection Queues G Data folders Archive a Setup A Core components H3 Archive z Settings Enable at start up Folder being watched fthome inout Current state LP Line printer Ready Named pipes Print servers Printer licensing E mail Applications Monitor LP Line Printer This option allows FTSpooler to listen for print requests from LPR clients via the Line Printer Protocol and to act as the Print Server LPD FTSpooler also acts as a print server to requests coming from a Work Station Customisation Object from AS 400 computers To configure FTSpooler to act as an LP server e Tick the Enable at start up checkbox Note You need to Stop and Start as below for this to take effect e Specify the port number to avoid Windows UNIX conflicts The
23. email and invoice print but not Invoice Email e Date range is the time frame of the search and can substantially improve per formance by being a narrow selection of dates By default the Date range is the default time frame specified in Settings Setup Changes to the default time frame affect the initial state of all queries More information on Changing Default Time Frame see page 69 e Click the Apply filter button to match records to the selection criteria The Apply filter first Refreshes the main archive panel so all records are searched e Click the Clear All button to set selection criteria back to the default values Finding and Filtering Records in the Replication View This option finds replications that match the settings in the search box 60 e Click the Archive button on the top menu bar and click the Replication button X Clear All Apply filter Queue Date range From Date 25 03 2008 v Time 10 07 23 AM s To Date Time e Select a queue and or recipient name from the Queue and To drop down menu or type required values in these fields Both fields are case sensitive and can be part completed For instance key inv in the Queue text field to see invoice email and invoice print but not Invoice Email e Date range is the time frame of the search and can substantially improve per formance by being a narrow selection of dates By default the Date range is the default time frame specified
24. form contains an Associated File entry for SMTP Email SMTPTo emailto domain com or the Email tab within Queues contains a direct email to address an email could be sent These additional conditions are required to send the email Queues Process tab Associated file entries is NOT set to ignore Associated file entries swns 0 As well as Overwrite recipients of the same type bs Overwrite all recipients 26 Email Address is properly formed in the SMTPTo Associated file entry SMTOTo entries with blank email addresses are ignored effectively do not exist Email addresses without an will cause SMTP to fail they look like web sites see KB Email addresses with multiple or full stop symbols will fail but SMTP will be recovered after that transaction from Version 7 4 004 See KB Fax This option sends FormTrap documents as faxes using Windows Fax Service Windows Fax Service requires the fax configuration in Microsoft Fax Console Instead of a fax machine you can use a modem and scanner to send or receive faxes from your computer The modem and scanner have no specific requirements FormTrap does not use the scanner and deals with outgoing faxes only More Information on Configuring Windows Faxes in Windows XP or alternately you can go to Start menu Help and Support search for fax to see relevant articles Note You must change Windows Fax and untick Include banner this is the screen
25. how to use associated file variables in queues properties In this example month in the Subject line inserts the associated file variable value for the name month i e there is an Associated File line of the form month july The recipient will see subject as March Statement or April Statement depending on the associated file value Simple e mail queue Name Simple Email Queue Template ps template Form _ Ps statement Formtrap Is Engine O SMTP Outlook MAPT Title Statement Subject month Statement Body This is the body The File title field in File tab accepts Associated File variables for both folder structure as well as document name in either direct or name form These are examples F TCG Sales salesperson customer Dr Invoice pdf 66 where the Associated File contained salesperson John 1001 customer FormTrap Systems and invoice 32245 giving this as the file name F TCG Sales John 1001 FormTrap Systems Dr32245 pdf F TCG Sales full path where the Associated File contains full path Amy 1002 Widgit Brokers Dr32250 giving the result 115 F TCG Sales Amy 1002 Widgit Brokers Dr32250 General Processing Filters Print Email Fax File Applications Destination folder Fi TCG You can use environment variables in the path examples ofthome output Files c formtrap output files File title optiona
26. in Settings Setup Changes to the default time frame affect the initial state of all queries More information on Changing Default Time Frame see page 69 e Click the Apply filter button to match records to the selection criteria The Apply filter first Refreshes the main archive panel so all records are searched e Click the Clear All button to set selection criteria back to the default values Finding and Filtering Records in the Formatting View This option finds records that match the settings in the search box 61 e Click the Archive button on the top menu bar and click the Formatting button X Clear All Apply filter Queue TCG Monthly Statement v Process directory PS2PDF a Document type Date range From Date 25 03 2008 v Time 10 07 23 AM Cl To Date Time e Select a name from the Queue and Process and or Document type drop down menu or type required values in these fields These three fields are case sensitive and can be part completed For instance key inv in the Queue text field to see invoice email and invoice print but not Invoice Email e Date range is the time frame of the search and can substantially improve per formance by being a narrow selection of dates By default the Date range is the default time frame specified in Settings Setup Changes to the default time frame affect the initial state of all queries More information on Changing Default Time Frame see page 69
27. input output checkbox the input and output files are specified in the command line using 1 and 2 parameters You are responsible for correctly quoting the command line arguments 70 Initial directory is usually left empty In this case it defaults to the executable s location Choose the Input type and Output type from the dropdown menu e Check other options if applicable e Check status e Require output e Use standard input output e Hide console will fail for GUI application e Hide GUI window will fail for console e Click the Save button To delete a filter e Select on the filter to be deleted e Click the Delete button e Confirmation dialog box pops up Click Yes to finish EY connection gs Queues H Data folders 5 Archive PN Setup E Arch Available filters Properties of Find PROJECT replace with Std Spelling rchive 1 Arabic zZ i A aa porn an Repaginate as Fi Name Find PROJECT replace with Std Spelling ateEquipment Description iS Run Chinese Simplified 936 E X icas Chinese Traditional 950 This is the TCG replace exe program finding and replacing one CR to LF occurrance of PROJECT in various spellings in Estimates with the dbprodo standard spelling project Delivery selection File system Delivery selection v2 deh LP Line printer Named pipes j i HP9040 Bin 2 Normal output MBF Add Trailer as Hdr Path
28. new rpg Fie Edt View Insert Tools Window Help m Ensy 1 Meocer i Footer E Seta 1 a E osat E Data 3 m Osa 4 Fie Edt Format Ln Itea Nuaber 1 61412 191 N 16 06 10 10 0 EA Revision C Form Constants Take these from the same position on the report via Copy from the Notepad Chinese version and paste via Ctrl V into the literal on the FormTrap form See below for illustration Notepad cutting the literal Order Number in Chinese E 1020c UTF 8 txt Notepad ke pta an Ren rate ares 1020e UTF 8 txt Notepad Fie Edt Format View Help ar Ron Ween et Saree i RCHASE ORDER A Order Number 1018 Revision 0 ae 4 ee rg talon gel Ea NARAIN n ARER FormTrap copying Order Number in Chinese use Ctrl V FTDesign China PO tcg frm d y D E GPa corse SOO Moe MS Sie ono T eh GM kj M Srs me BIU K HF SL ZAQ ARMEER MM SEE FAD ARAB LBW MME PALS Ta Api 215153 iG 86 0 512 6689 6001 A 86 0 512 6689 0090 VENDOR NAWE Vendor Address 1 MB Text object Vendor Address 2 Vendor Address 3 Vendor Address 4 Sences a n s MF Wie GMA RAR EFA Contact 140 Special characters and strings such as page number are shown here this field is shown below EE Text object This is accepted format for Chinese equivalent of Page 1 of 2 in English These are other co
29. or PCLXL PCL6 or PostScript is still to be delivered so now incorporates any modified information Associated file data elements filters access the associated data file The reasons to have associated file filters include lookup of e mail addresses for SMTP adding properties using external database etc There are a few associated filters provided by default e Assoc_add adds name value pair to the end of associated file 21 e Assoc_name_replace replaces existing name with another name e Assoc_order suppresses values of multiple identical names leaving only the first of the identical names Use Setup top level menu and Filters to see detailed descriptions of the filters There are a number of pre defined filters available in FTSpooler or you can use your own customized program Left click Add Remove Filter to pop up a list of pre built input Filters Click the Apply button to save the changes General Processing Filters print Email Fax File Process amp Sp External input non replicated filters T Add Remove Filter F Western Pre identification filters E Add Remove Filter A Post Formatting filters E Add Remove Filter Y PS2PDF E Add Remove Filter Associated file filters are used to modify the content of associated data file ry Define Filters In the Filters window select the input document type from Show filters by input type dropdown menu this returns a list of
30. please look at the Event Viewer and if there are entries that look relevant please zip and send that 64 as well The above should allow us to respond efficiently to you Not a current customer If you are not a supported customer current on Support and Upgrades we will call you on the next business day to request credit card payment That may be an email if you are not in the same time zone 65 Core Components Setup FTSpooler Core components shows the versions and locations of all the FTSpooler essentials Locations of forms substitution files and rule files can be changed under Home folder Home Directory fthome is shown for information It cannot be changed on this screen but can be changed by first stopping the FormTrap Spooler then using program FTHome Locator access via Start gt Programs gt FormTrap gt Server V7 Note If changes to queues disappear when you stop the FormTrap Spooler please see Install directory ftinst is shown for information it is the location of your FormTrap executable files and cannot be changed In Formatting section specify Location of forms and substitution files normally fthome data In Identification and split section specify the Location of rule files normally PSOE AA ikes Filters E Run 22 Users Print servers IE Printer licensing pJ E mail SA Applications Monitor 7 5 001 Version 7 5 001 Home directory Safthome
31. port may be changed to support client applications that use non standard port numbers to send print requests Usually this option will not be changed with the default port number 515 used by the Print Daemon Contact Us for more information on this feature e Click the Save button Start or Stop and Start the File System LP Named Pipes input service and check Current state is Ready 74 More information on Submit Queue via Line Printer see page 86 F N l LEY connection Queues GB Data folders is Archive KX Setup H amp Core components 3 Archive Enable at start up z Settings ois prefix J Filters opes E Run 2 Users Save File system Current state Ready LP Line printer Print servers Printer licensing E mail Applications Monitor Named Pipes This option allows the user to pipe data from their application to a queue provided the application is able to directly use a pipe FTSpooler generates a pipe called ServerName pipe QueueName where ServerName is replaced with dot if writing from an application on the FormTrap server to the queue on the same machine To configure the named pipes options e Tick the Enable at start up checkbox to enable pipes at FTSpooler start up You need to Stop and Start as below for this to take effect e Enter the Pipe prefix e Press Save Start or Stop and Start the service and check Current state is Ready 15 M
32. replace exe 2 MBF Repag RemHdrs Print servers Payment initial repaginate Arguments Printer licensing PCL to PDF ss PCL to TIFF PROJECT bj Email PCLXL to any printer ane Applications rai i a iP100 on Plato Initial directory I Monitor PCLXL to TIFF PostScript to PDF PostScript to TIFF Input type txt v PostScript to TIFF as color archiv z 5 Preliminary Cheque Filter a txt v Questas Kill Pipes E L Questas Terms and Conditions Remove Leading Nulls Check status Remove PCL5 escapes Require output Replace data name Replace data name v2 Use standard input output Replace T88 Project TB Estimate Project C Hide console will fail for GUT application Thai i yi y yi TEE G Hide GUI window will fail for console Western Save 71 Run Note The PostScript to PDF filter includes the Compatibility Level required this is supplied as 1 3 but can be changed to 1 4 as shown This option allows addition or removal of process es that run simultaneously with FTSpooler but run independently These processes are started by FormTrap at the start of FTSpooler Typical examples are independent delivery services such as Prodocom Fax Service which is a delivery agent on the same computer as the FTSpooler To add a process Click the New button Name the process and provide a brief Description Enter the Path to the process Path could be in absolute form or relative t
33. te Printer Test t Add Remove Filter a Y Chinese oon Segregate Statements Pre identification filters Cate from Unix Cate 5 Add Remove Filter chinese 936 to UTF 8 B 43 Post formatting filters city of Hopewell T Add Remove Filter a far Associated file data elements filters 7 Cyberonics i Add Remove Filter Detoak China 138 Repagination In FTDesign load the original Chinese file Tools Load data file with Filters Custom Fiese and select Chinese 936 to Unicode as the load parameters Look in B Data Files E 1018A txt fE 2953 txt E 10182e txt E 2956 Austral Group China txt 1020 txt 15052 txt E 1020c UTF 8 txt 1020e UTF 8 txt FE 1020e txt at Filters List of currently selected filters Chinese 936 to Unicode File name Files of type Data Files dat tt Ascii Unicode conversion C Auto Custom Filters ries A Cancel Repaginate by comparing to the Notepad view of the English UTF 8 file Results are shown below FT Repaginator China PO new rpg TRB 2020 VABAM 10 06 18 amna Em Ran PURCHASE ORDER aie seer e S Order Nuaber Order Date 16 06 10 sa TBAB PH 22151531 China Chinat T ERA CONTACT Bi REAN Paa RHA RPA RHAK 30 2 BR SHIP VIA ON ADD MSTRI 30 DAYS FROM INVOICE MET FOB TRAILER OPTICNALE Et wesners sevssve ee 139 FT Repaginator China PO
34. the Delivered button under Archive from the top navigation bar In the searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 58 In the main panel FTSpooler shows the following for each job e Status job status e Date Time of submission e Queue the queue the data was processed in e To form s used in the processing the document Between submission and delivery of the formatted document may be several steps such as input filtering identification and routing an or splitting repagination and print formatting Each step is shown in the detail panel located at the right side effectively showing the history of each job in most recent top to oldest bottom order 47 LEY connection 2 Queues g Data folders J You can select multiple records and save their documents You can view a document in the appropriate viewer Process Name shows the name of the process used to modify or format the wom document Some processes show additional information after a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is followed with the document filter name Document Type the file type that is produced by the process txt is raw data pcl or pclxl or ps are formatted and print ready documents More information on Exporting Files see pa
35. the name of the process used to modify or format the wo document Some processes show additional information after a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is followed with the document filter name e Document Type the file type that is produced by the process txt is raw data pcl or pclxl or ps are formatted and print ready documents e Status job status e To form s used in the processing the document Error Description errors in the formatting process More information on Exporting Files see page 57 aa j LEY connection S Queues g Data folders Archive K Setup P J Al Delivered E Errors cL Data Ao Replication lt lt Formatting Working Logs X Clear all Apply filter f Page Wm 4a i Refresh X Delete Date Time Queue Document type Name Value 30 07 2008 4 52 51 PM Statement Email ps Fkout 30 07 2008 4 52 36 PM Statement Print ps Fkout 30 07 2008 4 51 31 PM Statement File ps Ftout Name Value Queue 30 07 2008 4 48 55 PM Statement File ps ftout 30 07 2008 4 41 50 PM Statement Email ps ftout 22 07 2008 2 32 03 PM TCG Monthly Sta ps ftout 22 07 2008 2 32 03 PM TCG Monthly Sta ps smtpto M From 22 07 2008 2 32 03 PM TCG Monthly Sta ps smtpto Date 1 05 2008 fed Save 4 view Status To Description Time 3 43 27 PM success S
36. 68 B 172 31 E 172 16 E 172 17 B 172 18 Remove E 172 19 iii E 172 27 acd ocas Flip permission Cancel File system Folder options In this dialogue box define whether this queue folder is shared across the network Folder options getaseecenessssenssesoesanoy ene oeeavenenaWinerene O Share O Do not share e Unchanged FTSpooler does share or remove share for the folder The system administrator takes responsibility for sharing this folder on the network e Share makes the queue folder available as a network shared object Do not share hides this folder from the network 14 Named pipe options This allows the pipe type to be defined as either Asynchronous returns control immediately meaning the transfer takes place as a background task or Synchronous meaning the pipe maintains the current thread until data has been transferred For synchronous pipes enter the Number of instances concurrent instances keeping this number as low as possible Pipe options Ax Pipe type y Synchronous Number of instances EE e Asynchronous number of users is not limited e Synchronous number of instances controls how many users can use the pipe simultaneously Processing Select a rule file for the queue under the Resolve list if multiple document types are processed by this queue or the input file needs to be
37. 8 v Date range Statement Print Status To Description Time 3 43 27 PMI Replication Success AYPLATO HP Lase x formtrap statement C To Date Time a Searching and Filtering panel View Working Records Select the Working button under Archive from the top navigation bar This view does not have the searching and filtering panel This view is used for problem diagnosis specifically stuck jobs as most jobs are transient and disappear very quickly In the main panel FTSpooler shows the following for each job e Status job status e Date Time of submission 54 e Queue the queue the data was processed in e To form s used in the processing the document Between submission and delivery of the formatted document may be several steps such as input filtering identification and routing an or splitting repagination and print formatting Each step is shown in the detail panel located at the right side effectively showing the history of each job in most recent top to oldest bottom order You can select multiple records and save their documents You can view a document in the appropriate viewer e Process Name shows the name of the process used to modify or format the document Some processes show additional information after a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is follo
38. 974884577 1546712997 1182 TCG I5 selina Archive DATCGIS Archive Convert selected component Location of the configuration file For the new version of FormTrap Spooler C ifthome y config xml Conversion report no files have been copied From D TCGIS Archive FTDataRoot TCG Statement 16 files of 16 have been copied from D TCGIS Archive FTDataRoot TCG Statement FTDATA no files have been copied From D TCGIS Archive FTDataRoot TCG Statement FTDATA FTSUBST no files have been copied Imported 2 licensed printers Imported file input root directory name C Program Files TCGIS FTSpooler SpoolRoot DATCGIS Archivearchive mdb 10 records scanned 134 Special Forms This section gathers a number of article previously published in the Knowledge Base on the website www FormTrap com The articles describe and provide examples of special forms and documents that FormTrap can handle CSV Output File Comvita NZ Medical Honey company use a third party fulfillment system in Hong Kong to fill orders and required an automated way to get the data from their QAD picking invoicing systems to the third party After discussion with TCG we designed a form to pass the data to the third party computer fulfillment system using Separated Files produced from FormTrap You can output a CSV file using the Associated File command like this x FTDesign FT cvthkg_intf e File Edit View Define Draw Go Project
39. B PLATONHP L Lv Process name Document type Cl To Replication txt Date range Date ormtrap statement ps Time lt gt lt Searching and Filtering panel 51 View Replication Records Select the Replication button under Archive from the top navigation bar The Formatting view s detail panels have the replication structure and delivery status panels at the bottom which provide additional information In the searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 58 In the main panel FTSpooler shows each of the formatting process for each job Date Time of submission e Queue the queue the data was processed in e To the recipient of the completed document e Type the replication type There are two types Root and Child e Root a topmost queue that has no parents e Child a queue that has parent queue s and may have child queue s In the replication structure panel view the tree structure below the selected queue if any In the delivery status panel FTSpooler shows e Status job status e To queues to which the document is replicated e Error Description errors in the replication process 52 More information on Exporting Files see page 57 vi oT cS LEY connection 2 Queues g Data folders E Archive K Setup a all Delivered x Errors ch Data Ry Replication 4
40. D y M Apply Selection to Searching and Filtering Panel This option short cuts the searching and filtering process To apply the current selection to the searching and filtering panel e Right click on the selected record the option Apply to search toolbar appears e Choose one from the available selections list The criteria in the searching and filtering panel are updated Refresh Records At any time you may click the Refresh button to update the records displayed in archive Records are NOT refreshed automatically by FTSpooler Finding and Filtering Archive Records FTSpooler has a fully searchable database The finding and filtering archive records feature is on the left hand side of the archive window Search results replace the contents of the archive window with the Clear All button returning to the full archive Finding and Filtering Records in the Record View This feature allows finding records that match the settings chosen in the search box 58 e Click the Archive button on the top menu bar and click the All button X Clear All Apply filter Status Do not Filter v Queue To Date range From Date 25 03 2008 v Time 10 07 23 AM _ To Date Time e Select the required Status from Success Error or leave as Do not filter to see both successful and failed jobs e Select a queue and or recipient name from the Queue and To drop down menu or type required valu
41. Delivery Monitor enables you to view which delivery engines are currently running in the Spooler It also enables you to disable one or more of the delivery engines Reasons you might want to do this include errors in the release of files to FormTrap or a failing device within your system such as Email This applies particularly where individual documents are delivered individually Once a process such as Printing is turned off the scheduled jobs can be managed from the Archive and either deleted or moved 82 The Delivery Monitor can be accessed from Setup Delivery Monitor LAY connection Queues Q Data folders w Archive x Setup Delivery engine Status Print Not running l File Ready gt JE mail smtp Not running P JE mail outlook Not running UE Fax Not running File system G Application Ready IB Replication Ready LP Line printer Applications N E To disable a Delivery engine e Select the Delivery engine s you want to disable e Click the Stop button To enable a Delivery engine e Select the Delivery engine s you want to enable e Click Start 83 Submit Submit Input Data for Job Processing Once queues are created you may produce and deliver FormTrap documents by submitting data to the queue input folder or named pipe or by printing to the line printer TCP IP printer In addition you can drag and drop files with txt and dat extension to the FTSpoo
42. Folder C FolderName Recipient fax number this is the only entry for Prodocom Fax Service A NetFax 1 222 333 44444 124 Other Add Ons Prodocom Fax Using Prodocom Fax with FTSpooler Version 7 Prodocom provides faxing services for FormTrap clients who prefer not to get involved with the infrastructure and hassles of managing their own faxing FormTrap has been handing off to Prodocom for at least 10 years with reliable service provided all of that time The handoff to Prodocom is via the Web and Prodocom provides an online monitor to see all of your in flight faxes The name NetFax is used to provide compatibility with prior versions Form changes upgrade For forms that already use Prodocom NetFax no changes required as they already incorporate the NetFax Associated File fields New forms For new forms include at minimum the NextFax associated file field A Netfax 0293105172 A Netfax 0293105172 Paul Green A Netfax 0293105172 TCG Information Systems Pty Ltd A Netfax 0293105172 Paul Green TCG Information Systems Pty Ltd The remaining fields are optional A DocID 123454678 document identifier use to track your jobs A DocType Purch Ord document type use to track your jobs Installation Prodocom is installed after FormTrap Server Have your technical staff poke a hole in the firewall to allow direct communication between your FormTrap Server and the Prodocom S
43. Formatting Working fa Logs X Clear All Apply filter f Page le 4a i Refresh X Delete Queue Queue To Date Time Type Statement Statement File 30 07 2008 4 44 58 PM child Local Statement 30 07 2008 4 44 57 PM Root Statement Statement Print 30 07 2008 4 44 54 PM child ocal Statement 30 07 2008 4 44 54 PM Root Statement Statement File 30 07 2008 4 37 18 PM child Date range ocal Statement 30 07 2008 4 37 17 PM 4 Root From ocal Statement 30 07 2008 4 21 37 PM R Root Date 1 05 2008 w Statement Statement Email 30 07 2008 4 15 38 PM 4 child Time 3 43 27 PM f E Local Status To Description Cl To Statement Success Statement Statement File Date Time lt Searching and Filtering panel View Formatting Records Select the Formatting button under Archive from the top navigation bar The Formatting view s detail panels has the document processing and delivery status panels at the bottom which provide additional information In the searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 58 In the main panel FTSpooler shows each of the formatting process for each job Date Time of submission e Queue the queue the data was processed in e Process Name shows the name of the process used to modify or format the wom document Some processes show additional information aft
44. LAL to TIFF PostScript to POF F x PostScript to TIFF ah pchiprn exe Preliminary Cheque Fiter Arguments Remove PCLS escapes xi Replace dats name pP ItohHP Color LaserJet 4600 PCL S o TIFF rotate Western Initial deectory Irgut type pd Outputtype 9d Ched status F Regie ott F Use standard nputjoutput F Hide console wil fal for GUI application D tide Gut widow w tal for console 4 Replace Printer in the Name with a modified version with no slashes and short enough to be able to see all the description This is the final Filter 5 Replace Input type with pclxl and Output type with prn 6 Check these under Output type Check status Require output Use standard input output Hide console Hide GUI should be Unticked 7 Save to record this as a new filter To print to any Windows Printer Your quene must have a PCLXL PCL6 Data Folder selected PCLXL is represented as this symbol x In the Print tab 36 Select the printer from the list and select the corresponding Filter from the list Apply to finish Queue Tools Overview The Check Integrity tool verifies completion of queue setups such as replication formatting and data validity and is useful in troubleshooting Warnings are shown in blue with errors in red I Check Integrity Ax Batch Update Checking queue Remittance Advice File ok Checking queue Statement File ok Checking queue Simple P
45. Repagination 0 2 0 cee eee 139 Form ConstantS 0000 eee e eee eee 140 Multi Page Forms 143 Using Sub Forms as Pages 2 5 143 Using Detail Lines as Pages 145 Personal Emails 145 Poster Printing 148 Contracts and Other Documents 148 Repaginator 0 cee eee 148 Terms FOT 2 sca cae eh oa ae Sa ee ee 149 Quantity Masking Whole or Decimal 150 Salutation Masking 152 Widow Orphan Size 153 Writing Letters 153 Form DeSiIQn nea E EEA eee 154 Letter Texts tact edaek ieee E bee ed ee 156 Fax from your ERP System 160 New Fax Cover Sheet Form 2 05 161 Repagination for the Fax Form 161 Testing the Fax Form 164 Production System Changes 164 Getting Started Introduction to FTSpooler SBE Edition FTSpooler integrates into a FormTrap production environment to provide identification batch job splitting into individual documents formatting and automated delivery of finished documents Delivery methods include printing email faxing outputting as a file toa nominated location on the disk or initiating other tasks to accomplish additional delivery methods The document processing formatting and delivery history can be viewed in archives using searching capabilities FTSpooler checks for the arrival of data identifies and splits it if necessary formats it to produce a deliverable document PCL and PostScript for printing
46. SBE V7 5 MANUAL User Guide July 2011 Version 7 5 01 Copyright 1996 2011 TCG Information Systems Pty Ltd Disclaimer The information contained in this document is subject to change without notice and should not be construed as a commitment by TCG Information Systems Pty Ltd who assumes no responsibility for any errors or omissions TCG Information Systems Pty Ltd reserves the right to revise this document and to make changes to the products described herein for the purpose of product improvement at any time without obligation by TCG Information Systems Pty Ltd to notify any person of such revisions or changes The information contained in this document is the exclusive property of TCG Information Systems Pty Ltd This work is protected under Australian Copyright Law and other international copyright treaties and conventions No part of this work may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying and recording or by any information storage retrieval system except as expressly permitted in writing by TCG Information Systems Pty Ltd Level 3 53 Balfour Street Chippendale NSW 2008 Australia Software Version This manual supports FTSpooler Enterprise Edition version 7 5 Last update November 2010 Trademarks FormTrap is a trademark of TCG Information Systems Pty Ltd All trademarks and registered trademarks are the property of their respective owners Copyrigh
47. T Remittance C TB Estimate Or Estimate File C TB Invoice 1B PackSlip Or PackSlip Reprint 1B PickList Post April 27th 2C T PickList Summary Apply i 7 TB Distribute As well as v 84 Ared light flashes indicating an error has occurred Click to go to the Errors view of Archive for troubleshooting 3 FTSpooler Enterprise Client BE 1 9 Activity Monitor FormTrap Qu eues Ce recorded 10 37 Licensed to Me 77 printers Maaa anaa i Sy ia E Local 10 37 40 3 Connection 53 Queues ES Data folders Archive X Setup start L J z 7 splitter ta a ga w j K a New print queue New e mail queue New identification queue Empty queue Clone Delete Tools exit acon 4 7 i amp Statement File 10 3 Queue Function Outpu Email Fax File Applications gt start B invoice Email PostScript form supr General _ Processing Filters Print l formtrap Invoice Print A JPostScript form PL gt process local Resolve via fts Queue name Purchase Order W directory Purchase Order Email As PostScript form supe rales E smtp Purchase Order Print AclpostScript Form g PLi Aksar exit Order jas Pacha t Line printer LP 3 Delivery mal Postscript fom supl Ze system rectory statement Print A JPostScript form AAPL BiNam
48. Trap document to the specified email address This can either be fully qualified username domain com or a Windows address book name Multiple entries may be specified separated by a semi colon These are examples A EmailCC username domain com A EmailCC userA domain com userB domain com 118 EmailBCC VSIFAXTo FaxTo Email address of the blind carbon copy recipient This entry tells FTSpooler to email a copy of the formatted FormTrap document to the specified email address This email address will NOT be appear on the message This can either be fully qualified username domain com or a Windows address book name Multiple entries may be specified separated by a semi colon These are examples A EmailBCC username domain com A EmailBCC userA domain com userB domain com VSI Fax number This entry tells FTSpooler that the formatted document is sent to a Esker VSI FAX Fax engine installed and configured VSI FAX provides a comprehensive multi platform fax solution for users who requires faxing of any document from any application running on Unix or Windows 2000 NT XP The VSIFAXTo entry can only have one fax number as its value This is an example AF VSIFAXTO 1 222 333 4444 Fax number This entry tells FTSpooler that the formatted FormTrap document is sent to the MAPI fax engine for faxing To use this entry you must have a MAPI fax engine installed and configured The FaxTo entry can only ha
49. V BSD SCO Open Server Linux SCO Unix Ware FreeBSD Linux Binary Sun Solaris HP Compaq DEC Tru64 HPUX IBM ATX is a special case and does not fall under either category Please contact us to configure FormTrap to run on IBM AIX For a System V UNIX print subsystem Description of steps Commands Configure your PATH environment PATH PATH ust bin usr sbin variable Shut down the print subsystem ipshut Create the print queue ipadmin pitquene v dev null mrmodel This creates local print queue named icmrcmodel osmrsmodel ob3 ormnt_server fiquene headed for the remote print orpftquene queue p fqueve ON the remote This should be typed as one lone line machine rm nt_server Enable the new queue for use enable fiqueve accept fiqueve Ensure that you are runnign the program usr bin enabie and not a shell builtin of the same name Bring the print subsystem back up ipsched To view and check the configuration ipstar pitqueve and status of this queue Print to this Queue To print to this queue use the ip dftqueue myfile command 90 For a BSD UNIX print subsystem Description of steps Define the print queue Define a print queue headed to the remote ipr print queue created by FTSpooler Printers are defined in the file etc printcap Different X Windows systems will provide programs to interface to the printcap file for ease of editing These instructions assume that file the file is edited using a s
50. WA 99990 eee oee orr 200 009 0000 re seattie MADEINGTON Opened 32 14 10 Shipped 1 18 11 Please See Backorder Cocument C99999 TS 290010 70 40 SZOUCER 87 TO 4 KA 2990ta a 4 ABRASION BLOCK HAGLIEF CTY WA 8 258 lt THANK YOG FOR YOUR SUSINESS gt un ne 163 Testing the Fax Form When running Tools Preview b amp w you will get this message from FTDesign indicating the INVOICE form definition cannot be found FTDesign32 e Sree x Document formatting error See log for more information h FUCS4ETC files fTOata intoice b However you can view the Fax form via Tools Preview files and look at out This is the final output from FormTrap run through the Production System Fax Cover Page o ALEX MAIDEN From CRAIG Dete G3 Fem 2078 tue BACK ORDER AND ADOFTIONAL PARTS TOUR ORDER NUMBLE P9RDe88 t SHIP TO ALEX MADEN 14654 KENSINGTON RO LEAVING vist Production System Changes You will initially need to split to a Fax queue as individual documents as each requires it s individual delivery in which you then identify by the following document type and invoke the correct version of the Fax form with different repagination for each of their associated documents The best way is to repeat the fax form with different repaginations and name them eg Fax Invoice form Do this for all faxed documents in the same queue For these forms and example data files etc please
51. ZKF ax taxnume From From Date 31 Dec 2010 j OCs GF Bf SiCemernent Cate Equipmerd Fen Example Fan and Invesco Dota dat SAC Fan and wei Location poi Company Name a To a From ae Suton inl wel e in wet e ftom ED Page Mo For Help press F Repagination for the Fax Form This needs to be added to the normal repagination in this case the Invoice Form This is how it s done 1 Load the Invoice repagination but with the Fax plus Invoice data It will be out of whack on the first page and you ll need to move the Header and Detail portions 161 down as shown to repaginate correctly 2 After moving all other areas down add a new entry Insert Entry and define the entire Fax as the header Now go to Edit Order of entries and move Entry 2 to Highest 3 For Entry 2 select Properties and replace Append with text with this line F formname this starts a new form once the first form has finished in this 162 case enter HF INVOICE Tick Form feed at the end invoice cooper 2 39 29 t 5 sen eee eote BACK ORDER AND ADOITIONAL PARTS YOR CRSER NUMBER 9999 000 77 SEIP TO ALEX MAIDEN 14655 KENSINGTON RD LEAVING 1 19 11 seretwvotcee Costomer zuvortce Iewoice MAGLOOT corroe arisi Seid To Ship To MAGLIEY CITY ALEX AIDEN ACCOGNT D9 DEPT EAGLIEF CITY 24655 KENSINGTON BD ACCOUNTING DEPT EASLIEF WA 99999 14655 KERSINGTON RD EAGLIKEF
52. ace filter Replace form New value Replace queue owner Replace replication queue Replace rule name new user domain com Set days to keep records Scope Set email sender address Set Form location Selection Set notification address Set queue owner O All queues Set rule file Update Changing ownership of queues To allow a normal user not Admin to view archives for queues the user must be the owner of those queues The owner of a queue will be able to see archives for the queue and may also be able to edit the queue unless restricted see Setup Users Highlight the queues that the new owner should be able to view Select Batch Update from the Tools button in Queues section The list of actions are displayed in the Batch Update window Select Set queue owner Enter the user s name in New value Set Scope to Selection Click the Update button to finish 38 Data Folders Manage Data Folders Data folders store the expanded contents of your FormTrap load ASC file created in FTDesign as well as rule files and substitution files The contents include the form s definitions and data related to front and printer handling used by the formatting processes Create a Data Folder To create a new data folder e Select Data folders from the top Navigation Bar e Click the New Folder button The Data Folder dialog box pops up e Enter a Folder Name for example formtrap e The Use private su
53. an either be fully qualified username domain com or a Windows address book name Multiple entries may be specified separated by a semi colon These are examples A SMTPTo username domain com A SMTPTo userA domain com userB domain com SMTP emailing address of the secondary recipient This entry tells FTSpooler to email a copy of the formatted FormTrap document to the specified email address This can either be fully qualified username domain com or a Windows address book name Multiple entries may be specified separated by a semi colon These are examples A SMTPCC username domain com A SMTPCC userA domain com userB domain com SMTP emailing address of the blind carbon copy recipient This entry tells FTSpooler to email a copy of the formatted FormTrap document to the specified email address This email address will NOT be appear on the message This can either be fully qualified username domain com or a Windows address book name Multiple entries may be specified separated by a semi colon These are examples A SMTPBCC username domain com A SMTPBCC userA domain com userB domain com 121 Delivery Subj Options EmailBody EmailTitle SMTPFrom SMTPFrom Name SMTPFrom Type Subject line for emails and faxes with a cover page These specified subject line will be added to the email message or to the cover page of the fax This is an example A Subj Invoice This Associa
54. and the ENTIRE FILE is considered to be that case To repeat you cannot use Identification Rule to divide a file into components the entire file is identified once only e Select the Identification rule button e Highlight the text that will be used to identify the document 106 e The identification rule and text used to evaluate the rule are shown in the rules window Se Document splitter ftstdsplit joe File Edit view Entry Rules Options Help gt tel 6 8 BREBkR BX e a TCG INFORMATION SYSTEMS Level 3 53 Balfour St Chippendale NSW 2008 987651 Invoice Date 28 04 200 Customer No 333241 Page No SHIP TO Delivery Code Eucalyptus Solutions T meem Type Column Row Length Height Comparison Value E Identification 105 4 10 1 Equal to Invoice No RA Column 105 Row 4 Width 10 Page lofi 7 Create a Split Rule Split rules are optional and are used to split a print run into individual documents FTSplitDef begins writing data to file until the first split rule succeeds The file is then closed and FTSplitDef begins writing a new file until the split rule again succeeds It will do this until the entire file has been processed writing separate files e Select the Split rule button e Highlight the text that you want FTSplitDef to evaluate 107 e The split rule its location evaluation and the text used to evaluate are shown in the rules window s Document splitter ft
55. apes txt v Replace data name CHIERE Pe Replace data name v2 Replace TRE Project Z Check status TE Estimate Project Require output TIFF rotate a T Westem V Use standard input output C Hide console wi fail for GUI application fo ide GUT window willl fad for console Cre Coe Ge 128 Version Upgrade FTSpooler Version Upgrade Version Upgrade is a tool designed to upgrade the queues forms rules settings and archive from FTSpooler version 4 0 through 6 4 to version 7 Run Version Upgrade before starting Version 7 as this will retain the current settings for the new version Locate Components Version Upgrade needs to locate the components of FTSpooler such as queues forms and rules before it processes the conversion Components that may not be obvious include e Settings which are transferred from V6 registry files into the XML equivalent in the Version 7 e Archive transfers data from the V6 successful jobs archive Microsoft DB to the V7 FireBird DB Standard location for Version 6 is C Documents and Settings username Application Data TCGIS Archive mdb Note You must have the FireBird service running for conversion of Archive To locate components 129 e Initially the Path column is blank uninitialized Version Upgrade Location of components for FormTrap Spooler versions 4 0 to 6 4 Click Locate components to automatically locate previous version files Locate comp
56. applications being the most common It is your responsibility to test applications and especially variations in recipient data Initial directory is usually left empty In this case it defaults to the executable s location Check other options if applicable e Hide console e Hide GUI window e Wait until finished e Check status e Use standard input output Click the Save button To remove an application Select on the application to be deleted Click the Delete button Confirmation dialog box pops up Click Yes to finish 81 More information on Queue Properties Applications see page 32 connection SS Queues G Data folders H Archive X Setup R Core components Available applications Properties of Pharma Care Labels FTLabelPrint Auction Label FTLabelPrint One Harvest Name Pharma Care Labels FTLabelPrint to Zebra Z using SS l Pharma Care Labels Description Prodocom g TAAN Sample Application Patimas Run the Pharmacare lap file with the modified Pharmacare input File system LP Line printer a Named pipes z Path C Program Files TCGIS FTLabelPrint FTLabPrt exe pM Print servers Arguments Printer licensing a n l c temp d lap pt WPLATO HP Color LaserJet 4600 PS po merge 1 oi I lt E mail j Monitor efthome Hide console _ Hide GUI window _ Wait until finished Delivery Monitor The
57. are summarized in this article from the Knowledge Base which we maintain as new items present You should read this before proceeding further e www formtrap com and enter your User Id and Password e Select Knowledge Base e Use keyword anti and look at the single article that presents How SMTP is handled by the Spooler see page 26 More information on SMTP and Associated Files see Reserved Names see page 118 Microsoft Outlook uses Microsoft Messaging Interface MAPI to deliver jobs to e mail fax or other types of recipients supported by MAPI MAPI is installed as a part of Microsoft Outlook with only e mail enabled by default Use of this delivery mechanism requires prior setup of the profile used to access MAPI You must configure your Mail Profile before using the Mail option Email is normally activated using Associated File entries with or without any default option overridden by the Associated File Like any of the special delivery methods the Properties tab Associated file entries prompt must be set correctly More information on Outlook MAPI and Associated Files see Reserved Names see page 118 To set the properties of emailing e Select the email option to be either SMTP or Outlook MAPD e Enter the email attachment title in the Title field You may use an associated file variable by quoting the associated file name in square brackets and For Example quoting Your Order PO Num would deliver PO22344 from the
58. as are required substitutions see Detail line Settings Advanced Records employee used to substitute this person s extension number Text object Detintion Fornal Postion Font Coys is approaching the port where TOG information Systems PA will be forced to take legal action for debt recovery leqaimet you This val cost Coys at least FIVE HUNDRED DOLLARS 500 00 on top of your easing debt of Amount i lt Amount gt at well as time travel and loss of reputation jl would be most appreciative you could call me to discuss your repayment progam on 02 8303 2400 extension IFI have not heard fom you of received payment m bull by lt 2007 Yours faithfully 217315 legal action wil be taken ean Linked recond Sample text Coy Amourt Amourt employes 20021231 Field name coy anourk aout ernalopee date next 156 Your Data Extract program then simply needs to provide for the correct letter type and closure to print a large variety of letters Financial institutions can use this to direct personalized and sophisticated letters from a simple extract source to provide letters that look individually written and can direct their replies to a person or function within the company This document is available Version 7 with appropriate substitutions and data file from Downloads Tutorials Samples follow Baaba ban bol mabalaa balan Lal as Pa al ba atla aata cbs ta
59. atement 5 PurchaseOrder A Forms formatting fiz Queues replication iF Add remove queue 42 TCG Purchase Order Remittance Advice A Forms formatting 42 Queues replication F Addjremove queue 43 TCG Remittance G9 ID FAILURE A Forms Formatting A add remove form A error report 42 Queues replication Options xcolor ERS As well as v ai Configuring Associated File entry options To configure the Associated File entries options e Open FTSpooler Inthe Queues Window select the queue you need to configure e On the Processing tab of the Properties Bar you can see four options for Associated File entries e As well as all delivery method s email fax print specified in the Associ ated File as well as those specified in the Queue properties are used e Ignore the Associated File delivery method s in the Form are ignored e Overwrite recipients of the same type If the delivery method specified in the Associated File and the delivery method specified in the Queue prop 113 erties are the same e g both email then the delivery option specified in the Associated File is used e Overwrite all recipients Delivery method s specified in the Associated File delivery options are used If there is no delivery method i e recipient specified in the Associated File the delivery method specified in the Queue properties is used General Processing F
60. ation must be available to FTSpooler The profile name is mandatory password is optional and required only if the profile is password protected To configure Outlook Exchange settings Select the appropriate email profile from the Logon Profile list No profile listed means there is no MAPI profile configured Create and configure a profile on that machine before continuing Enter the password for that profile 79 Application e Click the Save button aS LEY connection st Queues G Data folders w Archive as Setup R Core components SMTP B Archive FEN ia Settings y Filters Login None v 2 Run User i 33 Users Password File system Encoding a Fr LP Line printer a Named pipes Default sender accounts formtrap com iM Printservers Outlook Exchange Printer licensing Logon Profile v i z Password Applications Pa Monitor E mail settings are modified but not saved Applications are delivery points for the FTSpooler An application is a one off procedure that is started each time the FTSpooler delivers to it and stops on completion Most applications are concerned with Fax delivery As an example the Prodocom Application runs each time a fax needs to be delivered to Prodocom delivers to the Prodocom Run task which is available from the time the FTSpooler starts until it stops The Prodocom Run task does the actual delivery t
61. available filters Select a filter to view its description below click Add gt to add it to the Active Filters list Order of execution of the filters can be changed using the four buttons to the side e First the selected active filter is moved to the top e Up one the selected active filter is moved one position up 22 e Down one the selected active filter is moved one position down e Last the selected active filter is moved to the bottom 7 T TPE Filters Available Filters Active Filters in order of execution Show filters by input type PS2PDF PCL and Postscript pcl ps PCLZTIFE P52PDF hasssorisscisseisosisooississ eso eissoiss eisses osoi ps2tiff works Converts PCL to tiff Use generally for Faxing purposes Make sure your formatted data is PCL Up one Last Print e To remove a filter select an Active Filters and click Remove e Click the OK button To print FormTrap documents FTSpooler needs a PCL5 or PCLXL PCL6 or PostScript compatible printer installed on the system FormTrap uses only the printer s physical location and needs only one printer defined to print in any of that printer s available languages You can print in say PostScript by selecting a PCL printer and vice versa Selecting multiple printers prints one copy on each selected printer 23 Select printer s from the available list for the queue General Processing Filters Pr
62. bssistossstsssstdosss tases E E E E SE 106 54 STOCKHOLM 5700 SVENDBORG SWEDEN DENMARK Business Partner Description Quantity Unit 100039 70 0000 ea 100045 40 0000 ea 100041 2 5000 ea This example form prints the detail lines only showing whole numbers without decimals and decimals to their last non zero digit the better alternative is to round to two decimals 150 This is how you do it 1 Define three fields Entire field Decimal portion only incl the decimal point Whole Number portion only 2 Make your value in the Definition Tab over 1 000 so we can align with the next field in red in the example Use conditional printing to print Whole Numbers aligned right The Print Test is Deci mal Portion Equal to text 0000 Masking for this is Amount Numeric 3 Make your value Definition tab a number that includes the same value as the above for alignment blue in the example Use conditional printing to print the entire field aligned decimal The Print Test is Decimal Portion Not Equal to text 0o000 Masking is Custom and comprises a field of the same length as the original ie 14 underscores with two trailing decimal positions masked right thousand separator com mas inserted for alignment and the first 8 underscores masked left this leaves 0 12 as the minimum value printed Alternative is to use Amount Numeric and define the field as Use input separator with two output decimals wh
63. bstitution files for this data folder option permits the data folder to have its own substitution files instead of the common substitution files More information on Add a Substitution File see page 42 e Click OK Data Folder x Folder Name Formtrap C Use private substitution files for this data folder 39 The dialog box pops up to allow you to locate the load ASC file Open Look in B My Formtrap Load Files vy i E gt gt EN E statement _april asc 4 E statement_may asc My Recent Documents E Desktop My Documents My Computer File name In My Network Files of type Load files asc ia e Choose the load ASC file to add and click Open to finish the reloading proc ess Forms within the load ASC file are added to the data folder Reload the Forms of the Data Folder To reload the data ASC file to the data folder 40 e Select either the data folder name i e formtrap in our example or Forms underneath E FTSpooler Enterprise Client l l FormTrap Data folders Licensed to Me 77 printers EN connection Es Queues Data folders B Archive X Setup a New folder er Folder properties A Reload forms 5 split role GQ Add ition f Pas Delet 4 Split Rules Folder E Substitutions Ga Forms I Data Ea Dependent queues L formtrap L Forms Dependent queues w statement a cheque e Click t
64. d is similar to an existing queue select Clone This creates a new queue using the highlighted queue s settings The new queue s name and properties can then be modified This is most useful where queues with extensive rule files are required across a number of printers To copy an existing queue e Select the queue to be copied e Select Clone button from the top menu e General tab presents with Queue name shown as copy of Highlighted Queue change this at minimum plus any other tabs notably Print New print queue This is a short cut to create a simple print queue from a template queue Select New print queue button from the top menu The Simple print queue dialog box pops up Enter the Name of the queue Choose the Template to copy Choose the Form to be used in the queue The available forms from the drop down menu display in the format of form name datafolder name for instance statement formtrap where statement is the form name and formtrap is the datafolder name Select a Printer from the dropdown menu G Simple print queue X Name Simple Print Queue Template ps template ahd Form Ps purchaseorder Formtrap v Printer WPLATO HP Color LaserJet 4600 PS v N Click OK New email queue Use this option if you have an email template queue to copy To create a simple email queue from an existing template Select New e mail queue button from the top menu The Simple email queu
65. d must be spaced past the heading by eye ee e mewe This is the text for the first paragraph with the initial spaces enough to clear the bolded heading Text object E Terms ixt Notepad lel ed 149 You MUST also set up this as shown in Tools Options Options FTPreview Custommask PostScript Resident Fonts Preferences Folders Datamap PCLBins Project Defaults Font usage Al V Prefer TrueType Fonts IV Always build fonts Printer im C System Additional Unicode subranges Entire Unicode 0 FFFF Add Delete MICR C Program Files TCGIS FT Design MICR TCG SOFT gt C To test the entire set 1 Insert the Append with text lines as above 2 Build the project with Project Settings quoting the above Unicode subrange 3 Load the forms into FTSpooler and test the entire set s there Quantity Masking Whole or Decimal This question comes up occasionally particularly with ERP systems where the excess decimals are there to cover all bases and are rarely used by most of the FormTrap customers This particular data file has four decimals of quantity Most quantity data is whole numbers with the bulk of the remainder having two or less decimals Four decimals occurs usually where the quantity involves 1 3rd and 2 3rd type values where expression in decimal is recurring and the additional precision is not useful 9 10 20 30 40 50 60 70 8 sooo PEEN osests sss toss stisse
66. details such as the fax number or email address of the recipient but can be used in conjunction with any user process either embedded File and Output Filter processes or external written to output and used by external programs How Associated Files Work The Associated File is a simple text file containing entries in a name value syntax The name is simply a field name used to identify the data contained in the value For example EmailTo support formtrap com identifies the value support formtrap com as being an EmailTo field e Associated file entries may direct processes archive yes e may provide data to a process DocNum P060803 e or may both direct and provide data to a process EmailTo support form trap com Within FTSpooler there are a number of reserved names that are recognised and used for delivery and archiving purposes See the full list of Reserved Names see page 118 For example at run time a print stream maybe split into five documents As the first of these is formatted an Associated File is produced that contains the entry FaxTo 1 234 567 8900 The name FaxTo is recognised by FTSpooler as requiring the document to be faxed to the number 1 234 567 8900 This process is repeated for each and every document with FaxTo in the Associated File FTSpooler recognizes the reserved names and delivers the document accordingly however all names are recorded automatically in the successful or unsuccessful jobs archives wit
67. double clicking them Selected forms are displayed in the list on the right side Available Forms C creditnote V purchaseorder C remittanceadvice statement C taxinvoice Selected forms 111 To add a queue double click on the required entry from the Formatting and replication list then click on Select queues to select a queue from the drop down list More than one queue can be selected Select items Include or exclude items in the list on the left side by ticking unticking or double clicking them Selected items are displayed in the list on the right side Available items Selected items _ TCG Monthly Statement TCG Purchase Order TCG Remittance Ensure that you have a form and or queue selected for each entry in the list Documents not recognized by the rule file are delivered to the ID FAILURE entry All entries in the Formatting and replication list are defaulted to fail with an error message as they have no forms or queues 112 e Click OK aE General Processing Filters Print _ Email Fax File Applications Resolve formtrap m Formatting and replication Formatting 7 Invoice A Forms formatting Data Seal z Gz Queues replication Ps Formmrap x F Add remove queue i ze TCG Invoice Statement A Forms Formatting Associated file entries 42 Queues replication ea EF Addjremove queue 4 TCG Monthly St
68. download by clicking here 164
69. ds such as stapling on printers supporting those features You may include your own programs as filters Note FTLabelPrint should be invoked as an Application NOT as a filter as it does not return a modified file to the Spooler External input filters deal with data that enters FTSpooler system from external sources The primary objective of these filters is character set normalisation conversion of input data to UTF 8 encoding It is strongly recommended that every queue has a relevant filter For users of English speaking and other Roman language countries it would be the Western filter Other filters such as Simplified Chinese are also available for the customers using different languages Among the other standard filters are PCL5 escape filter AS4oo filter filter to convert single carriage returns to line feeds Pre identification filters are invoked on all data before the identification step The primary objective of these filters is to normalise the data itself so it can be identified and formatted There are no common types of these filters they are usually developed on per customer basis to solve specific problems and tailor the system for your requirements More information on the Replace filter see page 126 Post formatting filters provide access to FormTrap output for example to add documents such as product data sheets to the FormTrap document or insertion of stapling commands for printers The output file PCL
70. e Click the Apply filter button to match records to the selection criteria The Apply filter first Refreshes the main archive panel so all records are searched e Click the Clear All button to set selection criteria back to the default values Error Messages from FormTrap Spooler FTSpooler keeps all the job processing and delivery information in one job archivem and provides different views i e All Delivered Errors Data Replication Formatting Working and Logs Archive shows three panels searching and filtering main panel and detail panel More information on Archive Database see page 67 62 Self Explanatory Errors Most errors from the Spooler itself are self explanatory for example this one in the left hand panel of Archive Errors Input type mismatch expected input file type is PCLXL actual input type is TXT Process PCLXL to any printer path pclxlprn exe file does not exist Program is saying it EXPECTS a expected input file type is PCLXL file PCLXL but no PCLXL file can be found actual input type is TXT hence the process must be Process PCLXL to any printer wrong path pclxlprn exe Check by looking at the Archive All display of files at the right if this shows for example pcel or ps files you are using the wrong filter program in this queue Printer Errors EOXxxxxxx FormTrap Server ignores the highlighted errors from the list below If you want additional Prin
71. e an Identification Rule 106 Create a Split Rule 20 00000 107 Create an Unwanted Page Rule 108 Configure the Rule Evaluation 109 Save the rule file 0 0 0 0 0 0 cece eee 110 Configure Rule Evaluation 110 Step 3 Configure your FTSpooler queues with the correct Associated File handling options 110 Configuring FTSpooler settings to apply rule files 110 Configuring Associated File entry options 113 Using Associated Files in FTSpooler Queues Properties 114 Configuring Associated File Variables in Queues Properties 115 Reserved Names 116 Associated File Reserved Names 118 Other Add Ons 125 Prodocom Fax 125 Using Prodocom Fax with FTSpooler Version7 125 Form changes upgrade assassanin 125 New forms 000 00 cece eee eee 125 Write tion acs tse eet Star selon aiaa Genie are eee ate See ge es aii 125 Track fax jobS mor a aa a eee 126 Replace Filter 126 Components 0 00 cece eee eens 126 Format of replace ini 2 2 eee ee 126 Usage Command Line 05 127 Installation within Spooler V7 via Setup 127 Version Upgrade 129 FTSpooler Version Upgrade 129 Locate Components 000e cece eaae 129 Forms Components 00000eeeeaee 132 Convert Components 0 000ee eee 133 Special Forms 135 CSV Output File 135 QAD Forms in Chinese 137 Preparatory Work 0 00 eee eee eee 137
72. e dialog box pops up Enter the Name of the queue Choose the Template to copy Choose the Form to be used in the queue The available forms in the dropdown menu display in the format of form name datafolder name for instance state ment formtrap where statement is the form name and formtrap is the data folder name Select either SMTP or Outlook MAPT for the Engine option Fill in the Title Subject and Body of the email Use an associated file variable by quoting the associated file name in square brackets and for example Invoice No or leave as is to use specific Associated File fields for example SMTPTo Subj and SMTPBody More information on Using Associated Files in FTSpooler Queues Properties see page 114 Simple e mail queue Name Simple Email Queue Template ps template i Form Pg statement formtrap ed Engine SMTP Outlook MAPI Title Statement Subject month Statement Body This is the body e Click OK New identification queue If the queue being created receives input that needs to be identified and routed and is similar to one of the templates use this to create it The new queue s properties can be modified as necessary To create a simple identification queue from an existing queue e Select New identification queue button from the top menu e The Simple identification queue dialog box pops up e Enter the Name of the queue e Choose t
73. e variable by quoting the associated file name in square brackets and For Example quoting Your Order PO Num would deliver PO22344 from the associated file line PO Num PO22344 to give Your Order PO22344 More information on Using Associated Files in FTSpooler Queues Properties see page 114 e Select one of the three Schedule options Immediately Off peak and At spec ified time Time required e Select one of the three Notify options e Do not notify e Email to sender requires a special email SMTP notification process mail nfy exe to run in the background e Email to inbox only works with Microsoft Exchange e Click the Sender Recipients button to manage the details of the fax sender and recipients This is the default and is normally overwritten by the Associated File field W2KFax from the document 28 Click the Apply button to save the changes General Processing Filters Print Email Fax File Applications Document type to fax Options Currently defined document types Schedule Time PCL2TIFF Immediately v Notify Address Define d t type 5 Ps a Cover page Sender Recipients Cover page name Cover page name Subject line This is the cover page subject line Body This is the cover page body ry Manage the sender and recipients information To manage the sender and recipients information 29 e Enter sender information sender s Name Department and Company
74. ed pipe smtp statement Resolve via stmt amp Statement 10 35 23 Remittance Advice Queues Remit Notify gu part Remittance Advice File Aj PostScript form EFC Notification Type A splitter Statement File A JPostScript form rce Do not notify x a TR simple Print Queue A Forms formtrap i PL Esa address Gaamembdonal a simple Email Queue ALJPCL forms form E replicate Oraire u 43 Local 10 35 22 piii Identification Resolve stmt ix 7 gt start Se Il gt lt ill fa Submit Queue via Network Once the queue folders are shared on the network you can process data with FTSpooler by copying or writing the data file to the appropriate folder FTSpooler automatically detects the arrival of a new file in the queue and processes it More information on Configuring Data Input of the Queue see page 11 More information on File System Setup see page 73 If you give access via FTP to the queue folder FTSpooler can then act as a remote document gateway and take advantage of the system s delivery facilities over the Internet Submit Queue via Named Pipe This option allows the user to write directly to FTSpooler using a pipe in place of a file either directly from a suitable application program or by using command line Copy statement A suitable application program will generally be a command line application writing to standard output device 85 n FTSpo
75. encies symbols foreign letters O B etc or smiley faces substitution files MUST be saved in UTF 8 format Notepad gt File gt Save as window Encoding prompt 97 UTE 8 from the drop down list 5 Email TCGO1 txt Notepad MAX File Edit Format view Help support formtrap com Fax TCG01 txt Notepad File Edit Format wiew Help 61293105172 e Save the file s into the Substitution Folder Data folders Add substitutions files from the menu bar The text file name must include client identifier e g include customer number in the substitution file name TCGO1 in this example This is the Associated File text object to notify FTSpooler to deliver a fax to the client To create a variable substitution field e Choose Text from the Draw menu or click the Text in tool bar e Click and drag diagonally to add the text frame e Release the mouse button and the Text dialog box will open 98 e On the Definition tab type a sample customer number in the Text box E Text object Definition Format Position Font Print rules HHABW2KFaxt Sees Link selection Linked records Sample text_ Field name _ e Highlight the sample customer number and click Link Selection button The Link to field dialog box will pop up On the field dropdown menu select the customer number field name or click the Browse button to create a new field e Check the Subs
76. ency This is a typical Closure Detail Line tw Pictura object Picture object Settings Postion Plame Buker TRA Fie Name M Linked F Pint white coke transparent Signeemployes gt bap ny Le iein t Image substitutior Substitute Using Variable Fie Name Linked fields Emal Buc file name F Fato fame I Trin beading and trailing spaces fron wam 154 All of the information in the above the signature and below employee details are Substitutions based on Employee here are the text substitutions Link to field E employee I Substitute trom file The above produces the file name NameXXXX txt with employee number replacing the XXXX The data from the matching file name in the Substitutions folder is inserted These are a few of the substitution files with an example Name1343 txt 1KB Test ihe apse casera Name1441 txt __ Name1441 txt Notepad E Name1598 txt i Sign1343 bmp ai i H Sign1441 bmp 2K Patigrian Crow Nj Sign1598 bmp 74KB Paint E Title1343 txt 1KB Text Document Thle1441 txt 1KB Text Document Title 1598 txt 1KB Text Document 155 Letter Texts These are again just detail lines which can incorporate data and use the special Advanced tab to define themselves as Variable height and to allow Whitespace after the final line Data from the Base page is incorporated into the letter text
77. equired substitution files for both the client email addresses and the Klinger staff email addresses completes the exercise Email address are simple txt files and can be automatically transferred from other systems The result for Klinger is a personalized email from their sales staff member produced and sent within seconds of completing the order This provides better customer service early detection of errors and their correction and better intercompany communications and all fully automatic under FormTrap s control 147 Poster Printing FormTrap is ideal for poster printing as you can manipulate the image sizes overlay them and produce a high quality resulting document combining text and graphics The resulting image can be attached to other documents for example to emailed invoices showing specials for this month and sent at no cost to all people receiving emailed invoices Similarly direct emails to prospects can be quickly organized in house and distributed via FormTrap given a data file containing their email addresses or you could split and send similar or related materials to their last purchase The poster attached represents a typical PDF document with finished size around the 850Kb mark which delivers a high quality output document either printed or visual Contracts and Other Documents This description is based on a requirement to send a contract with every PO sent to suppliers The contract terms and c
78. er a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is followed with the document filter name e Document Type the file type that is produced by the process txt is raw data pcl or pclxl or ps are formatted and print ready documents 53 In the document processing panel you can see delivery history of each document In the delivery status panel FTSpooler shows e Status job status e To form s used in the processing the document Error Description errors in the formatting process More information on Exporting Files see page 57 cs LEY connection 2 Queues g Data folders Archive K Setup lt al all 7 Delivered E Errors ch Data 4 Replication lt 4 Formatting Working fa Logs X Clear all Apply filter f Page m 4a Refresh pd Save 4 View Date Time Queue Process name Document type 30 07 2008 4 52 32 PM Local split Statement txt 30 07 2008 4 51 31 PM Statement File Restart txt Process 30 07 2008 4 51 31 PM Statement File formtrap statement ps 30 07 2008 4 51 31 PM Statement File directory PS2PDF pdf 30 07 2008 4 49 19 PM Statement Print Replication txt Queue Document type 30 07 2008 4 49 18 PM Statement Replication txt 30 07 2008 4 49 18 PM Statement split Statement_Print txt From 30 07 2008 4 49 16 PM Local User Interface txt Date 1 05 200
79. erver The port used is 6721 Prodocom s server address is 202 92 68 243 Stop the FormTrap Spooler server and install Prodocom Restart the FormTrap Spooler Service Check that these two programs are running e Send Service exe e Rip2CompName exe These are Prodocom programs and communicate securely and directly between your FormTrap Spooler Service machine and the Prodocom Server 125 Track fax jobs Use login name and password provided by the Prodocom to login to www prodocom com au and track the jobs Replace Filter Note This software is supplied with three months warranty with no ongoing support or charges It is designed for single byte encoding systems only Introduction This filter is used to modify FormTrap input or output Data to change is recognised by a character string with optional replacement of that character string To delete use as the empty replace string Components There are two components to the filter 1 replace exe the executable program 2 replace ini stores character sequences to be identified and replaced and must be in the same directory as the program Both are normally in the same ftinst folder Format of replace ini replace ini is built in sections Sections are set up in the following format section old_string new_string all first Where e section is a name to identify this operation e old string is the string to be replaced e new string is the re
80. ervice The drive s should be mapped permanently If you are running the FormTrap service using a LocalSystem account you will not be able to log in as the user account running the FormTrap service and will not be able to output to the mapped drive In both cases you need to ensure the user account that runs the Formtrap service has sufficient privileges to read and write to the required folder Drive errors as above show up in the Archive Errors list as for example Z Folder is not a directory when that folder exists Applications This option allows the use of customized third party application s including user written programs The programs do not produce a modified file for continued spooler activity instead they are used for discrete user specified purposes unrelated to FormTrap processing Note FTLabelPrint is invoked as an Application More information on Application Setup see page 80 To add a customized application e Click the Add button to add a new application e Select the required application from the Name list e Enter Recipient for the application if required otherwise key the hyphen meaning no recipient e Click the Add Delete button to edit the filters e Click the Apply button to save the changes Ceca eee General Processing Filters Print Email Fax File Applications Applications l not assigned Properties Name not assigned v Recipient If your application does n
81. es in these fields Both fields are case sensitive and can be part completed For instance key inv in the Queue text field to see invoice email and invoice print but not Invoice Email e Date range is the time frame of the search and can substantially improve per formance by being a narrow selection of dates By default the Date range is the default time frame specified in Settings Setup Changes to the default time frame affect the initial state of all queries More information on Changing Default Time Frame see page 69 e Click the Apply filter button to match records to the selection criteria The Apply filter first Refreshes the main archive panel so all records are searched e Click the Clear All button to set selection criteria back to the default values Job Status is not needed if you are in either Delivered or Errors View Finding and Filtering Records in the Data View This option finds data that matches the settings in the search box 59 e Click the Archive button on the top menu bar and click the Data button X Clear All Apply filter Name smtpto v Value Queue Date range From Date 25 03 2008 iv Time 10 07 23 AM e Select an associated file name value and or queue name from the Name Value and Queue drop down menus or type required values in these fields These three fields are case sensitive and can be part completed For instance key inv in the Queue text field to see invoice
82. ge 57 _ Archive x x Setup a all Delivered Ly Errors ch Data Replication Formatting Working fa Logs X Clear all Queue Apply Filter Date range From Date Time L To Date Time Searching and Filtering panel 16 08 2008 v 4 16 59 PM Wj View Errors Date 12 09 2008 12 09 2008 Page im efi Time 3 53 41 PM 3 53 41 PM 3 51 02 PM 3 51 02 PM 11 58 42 4M 11 41 01 4M 11 41 01 4M 11 41 01 4M 11 40 33 4M 11 40 33 4M 11 40 32 4M 11 36 48 4M 11 36 48 AM 11 36 47 4M 11 33 49 4M 11 33 49 4M 11 33 49 4M Refresh X lt Delete Queue Statement File Statement File Statement File Statement File simple stmt Statement File Statement Local Statement Email Statement Local Statement Email Statement Local Statement File Statement Local Restart To jselina formtr E C Document Ajselina formtr LC Document aselina formtr led Save AI View A Process name User interface Western formtrap statement smtp PS2PDF C Document 7 Statement File Statement elinaa formtr Statement Eme 42 Statement jselina formtr Statement Emie Statement L C Document Statement File E Statement gt J v si Docum txt txt ps pdf Select the Delivered button under Archive from the top navigation bar In the searc
83. h their documents You can carry out meaningful index data searches using Associated File Names You can also utilize user defined names in any post processing operations you may wish to perform usually in the optional write to file or output filter facilities For example you may create index keys for long term archiving or FTP details to aid in automated delivery of large files to alternative printing facilities e g mailing bureau or even direct delivery to the recipient Using Associated Files 3 Steps To make the effective use of the Associated File facility these steps are required in the development process e Step 1 Create new text objects in FTDesign to carry the Associated File fields 94 e Step 2 optional Define appropriate identification and split rules in FTSplit Def e Step 3 optional Configure your FTSpooler queues with the correct Associ ated File handing options Special Associated File names defined on forms are available to deliver documents by Email Fax and to File More information on Associated File Reserved Names see page 118 Other Associated File entries may be used by your own procedures or simply to locate documents from the FTSpooler Archive view Step 1 Create Associated File fields in FTDesign Text objects of the form A name data generate one line in the output Associated File suffix af txt format in UTF 8 and do not print name may be a reserved word used for de
84. he Reload forms button e The dialog box pops up to locate your load ASC file e Select the load ASC file to reload and click Open to finish the reloading process All previous forms are removed and new forms added Update the Properties of a Data Folder To change the properties of a data folder e Select the data folder to update e Click the Folder properties button e Data folder dialog box pops up 41 e Change the Folder Name or the option Use private substitution files for this data folder Click Ok to finish Data Folder X Folder Name Formtrap C Use private substitution files for this data Folder Delete a Data Folder Unused data folders can be deleted from the system Select a data folder to view its details in a tree structure Expanding the tree will show all queues that use data folder When a data folder is deleted these queues become invalid since they still refer to the deleted data folder Edit the settings of these queues to re assign a valid data folder before deleting To delete a data folder e Select the data folder to delete e Click the Delete button e A dialog box pops up to confirm the deletion process Click Yes to finish FTSpooler E A Are you sure you want to delete the data folder FormTrap Manage Subtitution Files FTSpooler allows public and private substitution files to be applied to data folders A data folder may use either its own
85. he Template to copy e Choose the Rule file to be used in the queue e Choose the queue to be replicated to the selected queue and click the Apply and move to the next rule button to continue One queue per rule must be entered Simple identification queue Name Simple Identification Queue Template ps template Rule file stmt w Rule and replication relationship Statement_Email Statement Email Apply and move to next rule Rule Queue Statement_Email Statement Email Statement_File Statement File Statement_Print Statement Print ID FAILURE Failure e Click OK Create a template Queue A template queue can be created as the to copy queue for other queues that share it s standards To create a template queue e Right click and select New template from the list e Update the queue properties in the Properties Bar at minimum Queue name on the General tab e Save the queue as a named template e Describe the queue in the name for example Print Queue PCL and set all of the standard tabs to match your most common queue type Delete a Queue Deleting a queue also removes link s to other queues requiring manual reconfiguration if the deleted queue is referenced Delete a queue To delete a queue Select the queue s to be removed e Click the Delete button or right click the queue s and select the Delete option e A dialog box pops up to confirm the deletion process
86. hing and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 58 In the main panel FTSpooler shows the following for each job Status job status 48 e Date Time of submission e Queue the queue the data was processed in To form s used in the processing the document Between submission and delivery of the formatted document may be several steps such as input filtering identification and routing an or splitting repagination and print formatting Each step is shown in the detail panel located at the right side effectively showing the history of each job in most recent top to oldest bottom order You can select multiple records and save their documents You can view a document in the appropriate viewer e Process Name shows the name of the process used to modify or format the document Some processes show additional information after a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is followed with the document filter name e Document Type the file type that is produced by the process txt is raw data pcl or pclxl or ps are formatted and print ready documents An additional error description panel displays extra information for troubleshooting e Process Error Description a brief description of the process generated error e FTSpooler E
87. ich rounds the decimal portion 4 Finally and at high magnification align the whole numbers on top of each other using the arrow keys and Nudge distance of 1 for final alignment 51 000 55 A PDF from the example form and data file shows below 100039 70 100045 40 100041 2 50 This question was put by Scholle Corporation who uses FormTrap globally and have policy decisions on rationalization of their computer outputs such as this one 151 Salutation Masking Salutation masking from generic files with Last Name and optionally containing Title Initials and First Name presents problems for the user especially if the local rules are intended to provide the most acceptable salutation for the addressee This is the data file we ll use it contains all of the possible variations for a total of 8 different combinations Ms A K Kyle Saunders Ms K Saunders Ms Kyle Saunders K Kyle Saunders Ms Saunders K Saunders Kyle Saunders Saunders We ll use Conditional Processing to identify the different combinations and to provide the best fit salutation from the available data Note that unless we have no Title the II LastName format is least preferred The Form Definition is attached and the required output is shown below with its original data You will need to look at the Conditional Processing rules Print Rules tab for each of the objects which are overlapped and shown in different colors Tit
88. ilters Print Resolve formtrap Email Fax File Applications v Formatting and replication Formatting Data Folder Options xcolor Associated file entries As well as v so V Invoice A Forms formatting 3 Queues replication E Add remove queue 4 TCG Invoice V Statement A Forms formatting 2 Queues replication F Add remove queue 42 TCG Monthly Statement PurchaseOrder A Forms formatting 2 Queues replication F add remove queue 42 TCG Purchase Order Remittance Advice A_ Forms formatting 42 Queues replication F Add remove queue 42 TCG Remittance G9 ID FAILURE Forms formatting A9 Add remove form A error report 4 Queues replication Using Associated Files in FTSpooler Queues Properties Associated file variables defined on forms are optionally available in queues tabs Email Fax and File To use associated file values place square brackets and around the associated file entry name e g inv name More information on Associated File Entry 3 Steps see page 94 114 Configuring Associated File Variables in Queues Properties The following field in Queues Properties accept Associated File Variables e Email tab Title Subject line and Body e Fax Cover page name Subject line and Body e File tab File title The two following examples are provided to help you understand
89. imple command line editor such as pico or vi Insert the command in the right column into the print cap file This creates a local print queue named ftqueue headed for the remote print queue p fiqueve on the remote machine cm at server The path var spool ipd ftquene On the right may be incorrect depending on the system settings Copy the path from another entry if possible or see man tpr Which should tell you your UNIX normal path You may also need to manually create the directory var spool Ipd ftqueve Use existing entries as a guide Print to this Queue To print to this queue use the command Configuring Printers in your Application Commands ftquene 3d var spool ipd fiquene mx 0 ah zmnt_server rp ftquene Ip p Imyfile Once you have created the LPR printers you must then create printers in your application to directly output data to these virtual printers To configure the printer in your application e Inthe printer setup of your program create new printers to direct output to FormTrap These should have a meaningful name or use the same name as the virtual printer defined above More information on Printing from Windows Applications see page 86 e For each printer the device path settings must point to the appropriate LPR printer just created Instructions on how to set up the LPR port in your PC For Windows XP 91 e Go to Start menu Control
90. int Email Fax File Applications Available Printers please use PCL or PostScript printers only _ WPLATO HP Color LaserJet 4600 PCL 5 _ WPLATO HP LaserJet 4050 PCL 5 M WPLATO HP Color LaserJet 4600 PS _ plato HP Color LaserJet 4600 PCL 6 plato WETGEAR P2 micius j4100 Print Filters Currently defined filters No filters defined eh Email Click the Define filters button to choose the filter s for the printer More information on Print to ANY Windows Printer see page 33 Click the Apply button to save the changes Email tab allows you to send email via either SMTP or Outlook MAPI SMTP Simple Messaging Transfer Protocol is an alternative delivery mechanism to Microsoft Outlook Exchange MAPI and is a reliable and stable method for emails Email addresses must be in standard recipient domain com form as address books are not available You must configure your SMTP settings before using this option Our recommendation is SMTP as the Email delivery mechanism Note Several factors impact SMTP particularly 24 e Windows inconsistencies between operating system and software versions e Impact of anti spam software some of which does not work under load e SMTP protocol itself which is fragile to user errors for example leaving out the in an email address Please look at Archive Errors and Archive Log for additional error messages when you have issues with SMTP Known items
91. ion file s 43 Manage Split Rule Files The single Split Rules folder is at root level Add a Split Rule File To add a Split Rule File e Select Split Rules in the tree structure e Click the Add Split Rules button e A dialog box pops up to allow you to add split rule file s Select the rule file s you wish to add and click Open to finish Open axi Look in My Formtrap Load Files ki EY yy 4 5 rule_2 rul My Recent Documents B Desktop My Documents 2 My Computer Geom x _ My Network Files of type Rule files nul lv Delete a Split Rule File To delete a Split Rule File e Select the split rule file s you wish to delete under Split Rules in the tree struc ture e Click the Delete button 44 e The dialog box pops up to confirm the deletion process Click Yes to finish FTSpooler iets ne J re you sure you want to delete 1 rule File s 45 Archive This section details how to use the Archive features of FormTrap More information on Archive Database see page 67 More information on archive viewing for deafault not Admin users see page 37 FTSpooler keeps all the job processing and delivery information in one job archive and provides different views i e All Delivered Errors Data Replication Formatting Working and Logs Archive shows three panels searching and filtering main pane
92. ions Rasdivs ftstdsplit a Formatting and replication Formatting a Select Forms lt 2 Invoice Purchase Order Select queues The Queue does not format data Pad 42 Purchase Order pa _ z 2 Statement Statement Remittance Advice Associated file entries f 42 Remittance Advice Eo ID FAILURE Data folder Remove Options ay To add a form or queue tick the items from Available items list and then you will see them as Selected items appearing on the right panel Click OK 17 Ticking the option Form name is embedded into the input data expects a form selection within the input data F formname and ignores any selected form name OR Select forms Include or exclude forms in the list on the left side by ticking unticking or double clicking them Selected forms are displayed in the list on the right side Available Forms Selected forms C creditnote C purchaseorder _ remittanceadvice ike _ taxinvoice _ Form name is embedded into the input data To remove a form or queue select on the item s from the Formatting and replication panel either press the Delete key or the Remove button Formatting options Formatting Options allow users to specify general formatting preferences for the forms being processed by the queue This is typically used to overwrite the color default xcolor or xnocolor All options must be in the f
93. ions Help gt W fain a amp ke iy X Column Row Length _ Height Compari No Selection Load Sample Data Load a sample data file to use as a test case e Select Load print stream from the File menu 104 e Select an appropriate test case file in the Open dialog box and click the Open button Lookin Ejexamples ti a e ER a 1pg_chq dat 1pg_dirdp dat EIXE My Recent gt i g inv dal Documents a ipa peh dat a 1pg_stm dat ipg_stm_email dat E ipg_stm_file dat a ipg_stm_print dat Invoice 1pg dat My Documents My Computer My Network File name f pa_iny dat el Places Files of type ASCII text fles ttd Ascii Unicode conversion Auto Custom C None 105 e The test case data file appears in the main window of the FTSplitDef screen Se Document splitter ftstdsplit File Edit view Entry Rules Options Help gt te ey El DAB R E y TCG INFORMATION SYSTEMS Level 3 53 Balfour St Chippendale NSW 2008 Invoice No 987651 Invoice Date 28 04 200 Customer No 333241 Page No 1 SHIP TO Delivery Code Eucalyptus Solutions Level 3 Column Row Length Height Compari EJ No Selection Page 1 of 1 7 Create an Identification Rule The identification rule is mandatory and is used by FTSplitDef to determine the type of file being processed Identification is checked ONCE ONLY within the first three pages
94. l defaults to identifier department customer name customer id invoice id You can use associated file variables in the title as well as defining directory structure examples department customer name customer id invoice id invoice Standard Files C Output file Associated file af Input file txt Output filters additional files Currently defined PS2PDF Add Remove eh Reserved Names Associated file commands are entered into a text object in FTDesign using the syntax A lt name gt lt value gt where lt name gt is either a reserved command such as those listed below or Associated file command for use with archiving or other purposes and lt value gt is the field populated by the incoming data stream and or constant text Such text objects are not printed by the formatting process but instead placed line by line into the Associated file FTSpooler delivers documents using the delivery engine activated by Associated File reserved names Each delivery engine implements a different way of outputting formatted documents The standard delivery engines are Print E mail using MAPI Outlook or SMTP 116 Windows Fax Service Output to directory A complete list of reserved names is displayed below Entry names are not case sensitive Note 1 Associated file Reserved Names with no following values ARE IGNORED Hence an SMTPTo will NOT be delivered to SMTP it will be ignored
95. l amp XK glee ow Aa E version 3 21 11 2007 Invoices 144 Credits 12 Pages 186 v Invoice Type Column Row Length Height Comparison Value Identification 105 4 10 1 Equal to Invoice No R Unwanted p i 108 7 1 Equal to Control Tot E Snlikker 117 4 A 1 Foal kn QR7AS1 M j Wy RA Column 108 Row 7 Width 15 Page lofi 7 Configure the Rule Evaluation After defining the identification of unwanted and split rules you may need to configure the rule evaluation for each entry in the rule file Select Evaluation Rules from the Rules menu For each rule type set whether all rules or at least one rule must be satisfied before the action occurs On the Split tab select the correct Split on option Click OK Evaluation rules f E Identification Unwanted page E Spit All must match to qualify C Any one matched to qualify m Split on C Match Chance Cancel Help j 109 Save the rule file Save rule file and transfer it to the computer where FTSpooler is installed if Developer s Kit and FTSpooler are installed on different computers The location where the file should be copied can be found or modified in FTSpooler Core components Setup More information on Rule Files Location in FTSpooler see page 66 Configure Rule Evaluation Double click on the rules to change the properties Options for Comparison rules includes Equal to
96. l and detail panel View All Records Select the All button under Archive from the top navigation bar In the searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 58 In the main panel FTSpooler shows the following for each job e Status job status e Date Time of submission e Queue the queue the data was processed in e To form s used in the processing the document Between submission and delivery of the formatted document may be several steps such as input filtering identification and routing an or splitting repagination and print formatting Each step is shown in the detail panel located at the right side effectively showing the history of each job in most recent top to oldest bottom order You can select multiple records and save their documents You can view a document in the appropriate viewer e Process Name shows the name of the process used to modify or format the document Some processes show additional information after a colon sign For instance the print formatting process formtrap is followed with the name of the form delivery engine smtp is followed with the document filter name e Document Type the file type that is produced by the process txt is raw data pel or pclxl or ps are formatted and print ready documents 46 More information on Exporting Files see page 57 LEY connection 3
97. le A PostScript forms statem 7C Documents and Do not notify simple Print Queue AslForms formtrap S PLATO HP Color L E mail address name domain simple Email Queue AcJPCL forms formtrap Failure ia 3 PENER al Bsimple Identification Resolve via stmt v Apply all i Empty queue To create a new queue e Select Empty queue button from the top menu Properties Bar presents the General settings e Enter unique Queue name and set Data Input options e Notify optional sets an email address for successful and or failure notifica tion emails e Archive optional sets successful archive duration failures are always archived e Click Apply to save the settings More information on Queue Properties General see page 11 e The Processing tab provides logic control over each data type identified by the optional Rules file which then appear in the Formatting and Replication list Without a Rules file just the one entry appears in Formatting and Replication e Set the split rules form s queue redirections formatting options and processing options for this queue e Click Apply to save the settings More information on Queue Properties Processing see page 15 e Filters tab is used to add Filter Programs at various points Filters generally modify their input data Standardly an Input Filter is used to convert data from the locale e g US English to UTF 8 code as a precurs
98. le Initials Called Name Last Name Dear Ms Kyle Saunders Dear Ms Saunders Dear Ms Kyle Saunders Dear Kyle Saunders Dear Ms Saunders Dear K Saunders Dear Kyle Saunders Dear Mr or Ms Saunders 152 Widow Orphan Size Writing Letters The Widow Orphan size element of a label can be used to check for enough room to print the trailer information on the last page For instance if we want the detail box to extend to the bottom of every page except the last page where the trailer information will print at the bottom of the page To do this we need to have a test label The test label is the last label called and is used to check for sufficient room at the bottom of the page for the trailer information to print If there is not enough room FormTrap breaks to a new page and will print any remaining information on the next page To do this we 1 Select Add Label from the Define menu 2 Give the Label a Name Layer ID and Height 3 Set the Widow Orphan size to the size that the Totals information occupies 4 Click on the OK button Dunning and follow up letters are a key part of managing your financial exposure especially in hard times like right now FormTrap is an effective and excellent letter writing tool allowing a variety of letters of different tones from a very simple data file This is how it s done Data Extract from your DB For most letters this is all of the information you ll require printed
99. ler main Window and drop directly into the required queue Activity Monitor Activity Monitor shows the real time job processing and delivery information in brief on the pop up right hand side panel To minimize the monitor panel click on the gt button z FTSpooler Enterprise Client Ces Q 7 1 8 Activity Monitor rmTrap ueues 48 Southcott Invoice 13 54 12 Licensed to Cate Equipment Inc 50 printers _ start iF Sys tg El G process C Connection Queues GY Data folders g Archive ZS E ely repaginator 2 aie 5 a3 formtrap BE amp a 2 Fey p lt 3 amp By ae x process New print queue New e mail queue New identification queue Empty queue Clone Delete EA smtp exit Queue Email _ Fax File Applications B Delivery Porsche Moroney General Processing aji fibers ojjj Print smtp i Portobello Label Print Auctio c i ERA a Resolve No rule Formatting and replication i Portolbello Auctions te g amp Southcott Invoice 13 54 12 3 inyoice Fomatiig AS invoice Select forms ty JSouthcott Invoice start _select forms St George and SAB ETHS Select queues sce Statement Repagination P fat repaginator Statement or Payment Split S Southcot i AQ formtrap Statements Options Gh process Superior Split xcolor gt smtp superior process Associated file entries exit om E Delivery N 7 smtp m EF
100. livery or may be your own name for your own purposes data may be constant or taken from input data We recommend placing Associated File fields in an impossible area such as in the detail area and in color and all together The examples below assume operation on a single document file produced via the Splitter More information on Associated File Reserved Names see page 118 Example 1 Emailing the Document using Email Address from Input Data A client email address within the input data can be used to email a form At run time an Associated File entry is created that directs the Spooler to email The reserved name SMTPTo there is a MAPI equivalent directs the spooler to email via SMTP To Create an Associated File Field in FTDesign e Choose Text from the Draw menu or click the Text button in the toolbar e Click and drag diagonally to add the text frame e Release the mouse and the Text dialog box will open e On the Definition tab type the associated file command and a sample email address in the Text box 95 A SMTPTo email domain com E Text object Definition Format Position Font Print rules SRARSMTP ToS Suee Linked records Sampletet Field name e Highlight the sample email address and click the Link Selection button as shown above e The Link to field dialog box appears On the field dropdown menu select a field name or click the Browse button to create a new field The link field must ma
101. mail server parameters define input methods and set locations for resource files Once FTSpooler has been set you will rarely neet to access this screen To access the online user manual press the F1 button from any screen in FTSpooler or click the blue question mark icon and select User Manual from the popup menu F1 is context sensitive To access the online Knowledge Base from FTSpooler click the blue question mark icon and select Knowledge Base from the popup menu To view FTSPooler product information click the blue question mark icon and select About from the popup menu Immediately after Installation We recommend allocating a special Windows FormTrap User account for the Spooler Reasons for this are here Notes on writing to network drives Update to number of printers or other features We send you a zip file that contains an update to your settings Stop the FormTrap Service Use Settings Merger FormTrap group of programs to add the new feature s and restart the service Check the addition s you ordered is installed Move existing Version 7 to a new Server Install software move the entire fthome folder to the same location on the new server Upgrade from Version 6 4 Install software do not start the FormTrap Server see Version Upgrade on page 129 Data folders need not be rebuilt Printers will need to be re allocated Upgrade from Version 6 3 or earlier Install software do not start the FormTrap Se
102. mation on Windows LPR Printers see page 86 e File system allows the user s application or a copy statement to write a file directly to the queue folder Queue folders are by default located under the SpoolRoot folder normally located below the FTSpooler folder This is the nor mal path and file name to the queue folder Sample Queue shown in the screen shot file name can be a constant C Program Files TCGIS FTSpooler SpoolRoot Sample Queue filename txt More information on File system see page 85 e Named pipe allows the user to pipe data from their application to a queue pro vided the application is able to directly use a pipe FTSpooler generates a pipe 12 called ServerName pipe QueueName where ServerName is replaced with dot if writing from an application on the FormTrap server to the queue on the same machine More information on Named pipe see page 85 Notify notifies users about completion of a job via e mail Choose to notify on success notify on error or always notify from the Notification Type dropdown menu Enter a valid email in the E mail address line Archive enables you to specify the Number of days to keep the records for this queue No recipient to the queue is reported as an error if the option Treat absence of recipients as an error is checked This reports an error when no direct output such as an email recipient is activated for a document Keep replication order processes split document
103. me Archive Settings P Filters dd to the list 3 Run Print servers used to deliver documents RR Users iplato imicius taristotle J File system a LP Line printer E Named pipes amp Print servers E Printer licensing E mail Applications Remove from list Printer Licensing FTSpooler is licensed to a given number of printers The list of printers is copied from printer servers known to FTSpooler and must include one local or networked laser printer with PCL5 or PCLXL PCL 6 or PostScript driver If you have Version 7 1 or above you may tick and print to other printers drivers using the Print to ANY Windows Printer option from files output as PCLXL using a filter GUI drivers such as PDF drivers WILL NOT WORK and will time out GhostScript PDF conversion from PostScript is provided 77 Note FormTrap produces print ready files for laser printers and requires just the physical address hence you may choose just the one driver for a given printer say the PostScript driver and print in PCL5 or PCLXL or PostScript to it Some older deficient printers may not operate with Unicode test files are available within the Knowledge Base keyword Printer Test This DOES NOT apply to the Print to ANY Windows Printer option which relies on the driver Observations on specific printers that fail are available form the KB keyword Print More information on Print to ANY Windows Printer see page 33 More informa
104. meE UTF 8 txt English All form design is done on an English locale machine The original English file is used to recognize data with filenameC UTF 8 txt used to copy literals Most sites will require both a Chinese and English version of the form This is the Spooler setup for UTF 8 conversion 137 General tab Archive and Treat absence of recipients as an error Boke Sho Bos Ez BF New print queue New e mail queue New identification queue Empty queue Clone Queue 4 A General Processing Filters Print Email F JAustral Group China Cate 132x66 Queue name Austral Group China Cate Printer Test Data Input cate Segregate Statements l cate from Unix Cate chinese 936 to UTF 8 V City of Hopewell V Cyberonics 2 Detpak China Notify Deutsche i Notification Type Al PC Do not notify v E 3 i E mail address name domain Ale Ale Dp L oe 3 archive F i V orce 10 Dual Documents Bein Roasts E rormtrap Load File Fraser Process paul O Fraser Split paul olden North RA E Fi Treat absence of recipients as an error Bicw M Keep replication order a and the Filters tab LEY connection Queues Y Data folders w Archive E gt ST PA pns a g New print queue New e mail queue New identification queue Empty queue Clor Queue General Processing Filters print Em es cate 132x66 i External input filters a
105. mtrap CB PLATO simple Email Queue A JPostScript forms Formtrap Failure T Archive simple Identification YSIRESOLVE VIA stmt a gt C Number of days to keep records gt The top navigation bar shows Connection Queues Data folders Archive and Setup e Connection connect clients to FTSpooler Server on the same machine or remotely over the Windows network or the Internet e Queues window is used to manage queues The concept of the queue is central to FTSpooler and queues are normally allocated to specific delivery points printers Each queue allows document identification splitting re direction formatting and delivery Before starting design of queues please first use the Setup window to config ure FTSpooler settings and the Data Folders window to reload resource files e Data folders is used to manage resource files sucj as forms designed in FTDesign rule files which identify and split incoming files and substitution files Use this after configuring FTSpooler via Setup Use this window to update forms or rule files or to add new substitution files e Archive stores job processing and delivery information and allows searching for information Query searches for specific attributes of a document or job Troubleshoot ing shows errors and expkanations of the errors e Setup window configures FTSpooler settings This is the first screen to visit after installation Configure printer licenses e
106. ns for example backed up folders Ey Version Upgrade Location of components for FormTrap Spooler versions 4 0 to 6 4 Click Locate components to automatically locate previous version files Locate components Edit component location Component Path Queues C Documents and Settings selina Application Data TCGIS Ftspool dat Forms DTCGIS Archive FTDataRoot Rules D TCGIS ArchivelRules Settings 5 1 5 21 3607604850 1974884577 1546712997 1182 TCG I5 selina Archive D TCGIS Archive Convert all components Convert selected component Location of the configuration file for the new version of FormTrap Spooler C ifthome y config xml Conversion report To edit the located components e Select on one of the components e Click on the Edit component location e Locate the component in the Browse dialog box e Click OK Note Please note that the settings component represents user s installation and cannot be changed this way To select different user installation please click Locate components Forms Components The Forms component is the previous Data Folder for FormTrap Spooler regardless of version The normal location is 132 Documents and Setting username TCGIS FTDataRoot for versions 6 x other wise TCGIS FTSpooler FTDataRoot for versions 5 x and earlier For old versions the program will transfer the files thus saving the structures and form name association int
107. nstants you may require in the finished output Brought forward 121 212 33 Definition Format Postion Fort Print nies f R AK Carried forward to Page 2 es 5 Fil 52 121 212 33 Text object AAAAKS Definition Format Postion Font Pent ndes Other can be taken from the PDF but please ensure the finished form is checked carefully by a person educated in China Other Substitution Translations 141 This form had a number of literals for which Chinese translation was required These include Units of Measure Final and while not done in this instance Terms and Freight Terms Literals for Units of Measure UoM were supplied in Spread Sheet format see below and Cut and Pasted into individual txt files for use as substitutions See the screen shots following for details z7 BOX amp i m tbk amp J Search Foder bd CL coL Q O 8 Aia CY CYLINDER hh Address S Custorvers Austral Group formerty ReAngeraton Khe Forrs sut Folders x gt lms EA EACH alls Som A Cina Lom Beet FT FOOT aR BO iy Documents E china vow C t G GRAM x TELET Baraua a lac fess T Chins UOM EA txt KG KILOGRAM AFT RE a 6 chine VONAT bt L LITRE S Removeble Deck p China LON G bet 10 LG LENGTH E China UOWNG ba a Motaped 0 x peesaa M METRE r i cans uoniG be ML MILULITRE ar z maunt 2 Let MILLUIMETRE E Cins LONN oa In the f
108. nv Jsupport formtrap 1 1B invoice Print A JPostScript Forms taxiny G PLATO HP LaserJe Resolve via Ftstdsplit ssugussssensgansnanssanesnansuansuassusesessenssssnnasangansegstaresesssnanssanasanssasesatsqusequsnsasngaanenangaasenanssnseaaseanseansssasasecsensnansqansqanegasogennguangaangaanganseaseeesy FOD Purchase Order Email _ PostScript forms purcha __support Formtrap Purchase Order Print AslPostScript forms purcha H PLATO HP LaserJe Queue name Purchase Order Email Data Input Input services Purchase Order Queues Purchase Orde M Line printer LP statement Email As PostScript forms statem sjsupport formtrap Fie system i 3 Statement Print l JPostScript forms statem ag WPLATO HP LaserJe named fies Pion 1 Statement Resolve via stmt Remittance Advice Queues Remittance Ad Notify l Remittance Advice File AsPostScript forms remitt EPC Notification Type a Statement File A JPostScript forms statem 7C Documents and Do not notify simple Print Queue AaForms formtrap SSH APLATO HP Color L 1D simple Email Queue PCL forms formtrap Failure T Simple Identification Resolve via stmt lay cal i fa E mail address name domain oh Confirmation about Queue Parameters Change Making changes on any Queue Properties without clicking on the Apply button will receive the pop up confirmati
109. o PostScript 10 074 461 to PDF from PostScript from 142 213 PCLXL to PCLXL 632 033 Filters are required to print to other windows printers from PCLXL PCL6 Please set up individual filters for each printer you wish to use PostScript output can also be set up this way at around 30 times the size with corresponding processing time 33 To Define a new Filter 1 Open the Filters tab and use the PCLXL to Printer filter as a model 2 FTSpooler Enterprise Client Setup and Tools Licensed to Cate Equipment Inc 50 printers 5 one Properties of POLXL to Printer modified not saved Name POLY to Printer Cate Sataman Repagnate as F Description CR to LF Dekvery selection Substhite Printername lt here Payment initial repagnate PCL to TIFF This converts PCLXL to the Windows equivalent for the above priter PCLXL to PCL vis plato MP 4600 f PCLXL to POF vig plato HP 4600 F POLA to PS vie pisto HP Color Le PCLAL to TIFF PostScript to POF Arquments Initial drectory Inet type pcl Ouipek type out type here A Check status Require otot EUs standard routjoutput Z Hide console wil fal for GUL application Hide GUI window wil fail For console 2 Go to Start Printers and Faxes select the required printer and go to Properties 34 Select the printer name as shown and copy the name gt Printers and f axes Q B Ponh Erens F Address Say Printers and Faxe
110. o Prodocom s computers via a private and secure protocol asynchronously To add an application e Click the New button e Name the application and provide a brief Description e Enter the Path to the application Path can be absolute or relative to the FTSpooler s Installation Directory ftinst or any other directory speci fied by the PATH System environment variable For maximum portability we recommend placing executables in the ftinst directory and specify just the executable name without a path e Enter the command line Arguments If you are not using the standard input and output devices Use standard input output checkbox the input and output files are specified in the command line using 1 and optional 2 param eters 1 is the print file with extension pcl or pclxl PCL6 or ps Post 80 Script This name given in 1 can be used by your application to also open the Associated File by substitution of af as the extension You may specify other parameters on the command line using the assoc file name format For example if you have an Associated File entry Netfax 123 456 7890 and the application has a parameter fNetFaxNumber you can send it in this format as part of the Argument line f Netfax where the quotes are required as the data con tains spaces This delivers f123 456 7890 to the application Arguments are normal where individual delivery is required with fax
111. o queues which would otherwise be lost This transfers the logic of the Spooler even though Project files require new FTDesign Project Build with the built file s loaded through FTSpooler Data folders as below gD conection Em Queues Fa Data folders Archive af New folder ey Folder properties 4 Reloadjforms Version 7 1 can use 6 4 files without any subsequent Build or Reload forms Earlier version files cause an error message from formtrap exe Convert Components Version Upgrade converts the selected or all components based on the chosen configuration file To located the configuration file manually enter the path in the location text box or click on the Browse button For contingency purposes you are recommended to backup your existing config xml file before commencing with conversion To convert components e Click on the Convert all components button or select on one of the compo nents and click the Convert selected component button 133 e The Conversion report shows the processes that are done Version Upgrade Location of components for FormTrap Spooler versions 4 0 to 6 4 Click Locate components to automatically locate previous version files Locate components Edit component location Component Path Queues C Documents and Settings selina Application Data TCGIS Ftspool dat Forms D TCGIS Archive FTDataRoot Rules DATCGIS Archive Rules Settings 5 1 5 21 3607604850 1
112. o the FTSpooler s Installation Directory ftinst or any other directory speci fied by the PATH System environment variable For the purpose of maximum portability it is recommended to place all executables in the ftinst direc tory and specify just the executable name without path Enter the command line Arguments You are responsible for correctly quoting the command line arguments Initial directory is usually left empty In this case it defaults to the executable s location Check other options if applicable e Hide console e Hide GUI window Note These are mutually exclusive the application will either be a Windows program in which case Hide console will cause an error or a command line program in which case Hide GUI window will cause an error Click the Save button To delete a process Select the process to be deleted Click the Delete button Confirmation dialog box pops up 72 e Click Yes to finish a CY connection Eo Queues G Data folders H Archive A Core components X Setup Processes Properties of new process modified not saved i z lt new_item gt F i z A SAs Name name in the Run list Y Filters T Description ne paee File system 2 LP Line printer EW Named pipes Path executable name exe Print servers Arguments Printer licensing t o b E mail z Applications Initial
113. o value in Number of days means indefinite retention hence a large and growing DB Deletion of obsolete records happens several times per day and is automated by the Spooler You may place the DB on a different drive this is recommended if your DB is large and infrequently backed up and restored Managing your DB These tools are available to control your FireBird DB Save and Restore save an exact copy of the DB and can be used for restoring in the event of a DB outage Backup and Restore are preferred 68 Settings Backup and Restore are used to bring the DB back to minimum size FireBird does not recover deleted space but does reuse deleted space so while the DB may not shrink it has room for additions Backup Restore recovers deleted space Stop archiving prior to Backup Restore and Start archive when completed Delete file and Create file allow deletion of the entire current DB and replacement with an empty DB Stop prior and Start when complete You should wait around 30 seconds after Delete file before pressing the Create file command FTSpooler Settings allows changes to process control logging information saved and user interface presented You need to restart FTSpooler for this to take effect Maximum number of processing threads regulates the number of jobs being processing simultaneously External process timeout seconds provides a timeout for external processes FTSpooler registe
114. object A HAR Invoicexuinv no t HAHPO cpo nums SASDateSdue dates E Invoice Date FA I Substitute from file Cancel Prefix Suffix Mask as Die o Input format Year Month Day x Output format Language dependent v Language English United States Format options Custom x Custom format YYYY MM DD Step 2 Define appropriate identification and split rules in FTSplitDef Configure FTSplitDef to identify the file and to split it into individual documents Each individual document can be then delivered to an individual recipient This step is optional and is normally used when a multi document file needs to be split to deliver to multiple individual recipients e mail fax etc Create a New Entry A new entry is created for each different type of document that is recognized The identification unwanted page and split rules can then be configured e Select New from the Entry menu or click Add new entry button e Inthe Entry box give a meaningful name to the entry such as document type e Set the Maximum number of rows per page of the sample data Note For Records Mode Files maximum number of rows per page is always 1 Entry X Entry name Invoice Cancel Maximum number of rows per page e Click OK The new entry will appear in the bottom left hand corner of the FTSplitDef screen S Document splitter ftstdsplit File Edit Yiew Entry Rules Opt
115. oler generates the pipe pipe Queue_Name for users to send the data into dot in the pipe refers to the current machine on which FTSpooler is running For example with FTSpooler installed on machine B with pipe in force to queue name Sample_Queue FormTrap generates this pipe pipe Sample_Queue To write to this pipe from Machine A this is the pipe statement MachineBName pipe Sample_Queue More information on Configuring Data Input of the Queue see page 11 More information on Named Pipe Setup see page 75 Submit Queue via LPR Printer FTSpooler supports the Line Printer LP protocol by acting as an LP Daemon LPD FTSpooler acts like a printer The LP protocol is a special way of printing data across a TCP IP network and is most commonly found on UNIX systems although it is supported by all major network operating systems including AS 400 The LP protocol enables you to print a document located on one machine to a printer attached to another machine on the network a network printer More information on Configuring Data Input of the Queue see page 11 More information on Line Printer Setup see page 74 Printing from Windows Applications In Windows based systems create an LPR printer port for Windows applications to be able to print jobs to an LP Server These printers act as redirection tools so that applications can print to the FTSpooler queues It will help to think of them as Virtual printers as the
116. on When either value is blank or the name value entry does not appear the document will be handled according to the Associated file options as set in FTSpooler 20 Filters There are four options for Associated file entries e As well as All the delivery method s i e email fax print specified in the Associated file and those specified in the queue properties are used e Ignore The delivery method s specified in the queue properties are used Associated file delivery method s are ignored e Overwrite recipients of the same type If the delivery method specified in the Associated file and the delivery method specified in the queue properties are the same e g both print then the delivery option specified in the Associated file is used e Overwrite all recipients Delivery method s specified in the Associated file delivery options are used If there is no delivery method i e recipient specified in the Associated file the delivery method specified in the queue properties will be used Click the Apply button to save the changes Filters modify the input and output files and the modified file MUST be returned to the Spooler You may use either standard filters supplied with your Spooler or programs written in most computer languages including Visual Basic Most input files are passed through a local language to UTF 8 filter commonly Western filter and filters may be used on output to invoke special comman
117. on i80x86 Build time 10 36 32 Build date Jan 14 2008 License Sample Edition Print Logic Sample Edition Command line arguments C Program Files TCGIS FTSpooler ftsample exe dC fthome v7 data Sample_PS FTDATA fistatement aC DOCUME 1 selina LOCALS 1 Temp af8F tmp xcolor System time Mon Jun 23 11 46 08 2008 Searching and Filtering panel View Data Records Select the Delivered button under Archive from the top navigation bar Inthe searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 58 In the main panel FTSpooler shows the following for each job e Status job status e Date Time of submission e Queue the queue the data was processed in e Document type the document type of the selected data record e Name the associated file entry name e Value the value of the associated file entry Name and Value repeat for different jobs showing all of the Associated File names in that file last to first down the page including duplicates 50 Between submission and delivery of the formatted document may be several steps such as input filtering identification and routing an or splitting repagination and print formatting Each step is shown in the detail panel located at the right side effectively showing the history of each job in most recent top to oldest bottom order e Process Name shows
118. on window You also need to decide on the Future behavior Keep displaying this window Do not display this window instead save changes or Do not display this window and do not save changes Alternatively the Save changes option can be configured in the User Interface under Setup Settings tab More information on Configuration on Save changes Interface see page 69 Queue paramenters c ha nge Az Queue Purchase Order Parameters of the queue may have been changed Would you like to save changes Don t save Future behavior Keep displaying this window O Do not display this window instead always save changes O Do not display this window and do not save changes Create a Queue Once a data folder is created and loaded queues are created to accept identify and route and or process incoming data A template queue is available grey and at the bottom of the Queue list and can be modified or new ones added to be models used by the New TYPE queue options on the menu We would normally recommend a template queue for each of the three shortcuts To create a new queue or modify an existing queue configure queue properties in each tab in the Properties Bar located in the right side of the FTSpooler Window General Processing and Filters specify how to identify and build FormTrap document whereas Print Email Fax and Applications deal with delivery options General and or Processing or Filter
119. onditions is in two columns and does not vary We used the Repaginator to append controls for a new document called Terms behind each PO document then reverting to the original form for the next document and so on Repaginator This is Append with Text set to initiate the new form What the controls represent is shown by the blue arrows ET Repaginator Force10 rpg2 torms rpg oiii DHe FXI E eliaitiAwi Erkry 1 S tCusomarshAcoan Acom Contact Force Oitestfte te Header be footer Data 2 E oaa Name Entry 1 E Daal A data 5 Prepend with text Date 1 Append with text yt ntl ton f 0 rms lt New Form Terms A 0 S lt Records 0 and A C p EAF Force10 revi 4 Back to Original Form Form feed at the end Note The Append with Text set must NOT be used when testing the form as these will cause the PDF creator to crash The form can be tested individually but the entire set of forms can only be tested using the production system 148 Terms Form The Terms form is set up as attached In this case the Base Page contains just the heading and footers while EACH SIDE is set up as one Detail Record I have shown the first Detail A page with the numbered terms split into two columns and the bolded headings set up as separate objects The first line of text for each section starts after the terms heading which is bold an
120. onents Edit component location Component Path Queues Forms Rules Settings Archive Convert all components Convert selected component Location of the configuration file for the new version of FormTrap Spooler C ifthome y config xml Conversion report e Click on the Locate components button The Select Installation screen pops up with a list of available Installation IDs which refer to the windows user IDs Multiple Installation IDs are displayed as the machine may have more than one 130 login The Installation ID that last modified a queue is recommended and always listed first Select Installation Xi Located installations Installation ID Last time queues were edited Recommended 5 1 5 21 3607604850 1974884577 1546712997 1182 16 10 2008 3 30 34 PM 5 1 5 18 File does not exist Components for installation selected from the list above Component Path Queues C Documents and Settings selinal4pplication Data TCGIS Ftspool dat Forms D TCGIS Archive FTDataRoot Rules DATCGIS Archive Rules Settings S 1 5 21 3607604850 1974884577 1546712997 1182 TCG I5 selina Archive DiTCGIS Archive e Select one of the Installation IDs to show Components and Paths e Click OK 131 e That path of each individual component can be changed manually Use this option if program cannot automatically locate components of if you want to import data from alternative locatio
121. or invoked as Post formatting filter for output manipulation normally to drive special features of laser printers Version 7 Installation SBE and Enterprise Copy replace exe and replace ini to the ftinst folder Define each different required Section in Setup Filters see the manual page via F1 and below and invoke via Queues Filters tab 127 This is the Setup Filters screen for the filter to output to Bin 2 Normal for the HP 9040 with HP Q5693A 8 bin mailbox attached K QEY connection 2 Queues T Data folders HE Archive Available fiters Properties of HP9040 Bin 2 Normal output Core components Arabic AS400fiter ope x Cate Statement Repsgnate as A me Lee On 2 Yormal output CateEquipment anlar Chinese Simplified 36 saat Chinese Traditional 950 Select Sin 2 0n the HP9040 face donn for output CR to LF dborode File system every selection Delivery selection v2 LP Line prnter Find PROJECT replace with Std FTLedePrint Auction Lebel to Por HP9040 Bin 2 Normal output Named pipes MBF Acd Traler as Hdr TN pep pretesciars MBF Renag RemHdrs cee i Payment inital repaginate Arguments Printer icensing ees to TIFF PCLYL to any printer OuiputBin 2iormal Emai PCLYL to Canon iP 100 on Plato Monitor PostScript to PDF PostScript to TIFF Preliminary Cheque Filter Input type txt Remove Leading Nuls Remove PCLS esc
122. or to Unicode conver sion User written filters are very occasionally used to address very difficult data representation problems and output filter may be used to action device specific operations such as stapling e Add customized input filters pre identification filters post formatting filters or associated file filters for this queue e Click Apply to save the settings More information on Queue Properties Filters see page 21 e Print tab nominates which printer s to associated with this queue as well as printer filters for delivery Click Apply to save the settings More information on Queue Properties Print see page 23 e Email tab configures email delivery settings using either SMTP service or Out look MAPI Click Apply to save the settings More information on Queue Properties Email see page 24 e Fax tab defines options for delivery via the Windows fax service Windows 2000 2003 and XP Click Apply to save the settings More information on Queue Properties Fax see page 27 e File tab defines write to file options including setting up structures for PDF archival Click Apply to save the settings More information on Queue Properties File see page 30 e Applications tab defines options for customized delivery processes such as Esker Net Fax and OsFax Click Apply to save the settings More information on Queue Properties Applications see page 32 Clone copy a queue If the queue being create
123. ore information on Submit Queue via Named Pipes see page 85 LEY connection Queues H Data folders w Archive R Core components Sy A Setup f Archive Server name Settings I Filters Add 3 Run Print servers used to deliver documents 22 Users piato m File system LP Line printer ls Named pipes Print servers Printer licensing ej E mail Applications Monitor Ifyou have other applications using pipes you can prevent conflict by using more of the prefix to uniquely identify FormTrap pipes In this case consider a prefix of pipe ft to identify FormTrap pipes ft can be whatever you require The final pipe name might be pipe ft invoices Delivery Print Servers This option allows the addition of print server s available for delivering documents from FTSpooler Printers installed on selected server s are listed Individual printers may be licensed using Printer licensing from the Delivery menu at screen left Local printers are ALWAYS shown More information on Printer Licensing see page 77 To add a print server e Enter the Server name and click the Add to the list button The list of Print servers used to deliver documents is updated To remove a printer server e Select one of the print servers and click the Remove from the list button e Confirmation dialog box pops up 76 e Click Yes to finish A Core components Server na
124. orm substitution of the literals from the Substitution txt files is shown in this screen shot 212 33 121 212 33 121 Link to field fed E UoM v J OK W Substitute irom fie Suffix ot Mask as Custom Mask mooo Left Right Delete J Inout V Suppress spaces only Output Space replaces suppressed character 142 Multi Page Forms FormTrap is capable of generating contracts using either sub forms to move between pages or using detail lines to move between pages Note that FormTrap was not designed to operate in this way but does a great job provided the bulk of the contents do not vary by more than a few lines for each page If you are inserting long blocks of text from data then you may end up with short pages We supply better products including Forms on Demand which is designed to allow form design as well as filling in on computer saving both the data and a PDF of the document Form on Demand allows for logic within the form and is specifically for manual computer data entry whereas FormTrap is designed for automated operations Using Sub Forms as Pages These are the recommendations for sub forms as pages with a limit of 9 pages one for each of the available sub form letters plus the Base Page Please look at example files by downloading the Multi page Subforms zip file unzip it and open documents and read along with this starting with Multi page Subform f
125. ormat x option Multiple op tions should be separated by a comma For example xno color nopjl xcolor Use color commands xcolour xno Do NOT use color commands default color xnocol our xres Use high resolution user defined PCL fill patterns default xnores Do NOT use high resolution user defined PCL fill pat terns xpjl xnopjl xgl2 xnogl2 xbig font xno bigfont Use HP Printer Job Language before and after print job to setup printer and reset it default Do NOT use HP Printer Job Language before and after print job to setup printer and reset it Use HP GL 2 for advanced PCL drawing default Do NOT use HP GL 2 for advanced PCL drawing Turns on support for sending True Type font headers to PCL printers that are larger than 32767 bytes default Type 2 font headers under 32Kb are used when sending downloaded fonts REQUIRED for Lexmark T63x T64x and T65x printers and all others that do not support Type 3 font headers Note Default is nobigfont for version 6 3 and lower bigfont for version 6 4 and later 19 Asian Fonts Special Setting for Version 7 3 0 1 and lower version of FormTrap See Setup Core components Formatting Version 2 E p002 version 7 3 001 B Archive Home directory Fthome Settings C fthomelw y Filters 1E Run Install directory oFtinst DAANA C Program Filesi TEGIS FTSpoolerY 7 File s
126. ot deliver a document to the recipient please place the hyphen character in recipient name Apply Restore Help 32 Print to ANY Windows Printer Overview Setup This facility is only available for PCLXL PCL6 files where the Print to ANY Windows Printer chargeable option is included in their FormTrap system Files must be generated through a queue with a Data File showing the PCLXL PCL6 symbol To print to other Windows printers use a filter for each different printer you want to print to The table shows relative file sizes from which the demands of the process especially for PostScript is shown Converted files are larger by a factor of 20 30 over the equivalent direct outputs although the PDF file produced from PostScript is still small and efficient A four page Accounts Report formatted with FormTrap in Arial True Type font compressed down from a seven page original was used as the text file The form file and data files may be downloaded from here Download PCLXL to Any Windows zip Printer used is an HP Color LaserJet 4600 printed in B amp W with no logos Print Language File size Bytes Original Text File 34 025 PCL5 172 761 PCLXL PCL6 305 708 PostScript 351 542 PDF from PostScript 74 128 Converted via printer drivers from the original PCLXL PCL6 file via filter Original PCLXL PCL6 05 708 to Canon iP100 ink jet 3 620 241 to PCL 5 599 651 t
127. own menu localhost means the database is located on the local machine e Enter the Folder name and make sure to use drivers that are local to localhost server Start or Stop the Local database service and check status Jobs in Archive View will only display if the Service status is Ok Note It is not recommended to stop the Local database service as FTSpooler stops operating The only case would be to obtain a cold backup of the database 67 The current File size can be found in the Maintenance section Dy LEY connection 3 Queues H Data folders rE Archive PN iad l Core components Database server and archive location i Z settitys Server location IP address localhost T Filters The database is considered to be local if the server s IP address is localhost i3 Run Folder use drives that are local to the localhost server B Users efthome e File system f Named pipes E Local database service Service status Ok rint servers Printer licensing q E mail 1 Applications Maintenance I Monitor Create file Delete file File size 410M Progress The FireBird DB auto expands until the point where deletions roughly equate to additions at which time it stabilizes That is typically around the 10 GB mark and depends on the retention period Number of days to keep records in Queues General tab A zer
128. p the email address in the input data file E Text object Definition Format Position Font Print rules HRAHSMTP Toxemail domain coms Link to field red EE x J Substitute from file Ginna Prefix Suffix Mask as None 7 96 e Click OK E Text object Definition Format Position Font Print mules HHAHSMTP ToXxemail domain coma Linked records Sample text Field name email domain com Email OK Cancel Help Example 2 Using Substitution This builds on the previous example except in this case the client s fax number is not in the input data file The client s fax number is saved once only in a text file where the client number replaces xxxxx as part of the file name for example Fax xxxxx txt becomes Fax TCGo1 txt The content of the file substitutes into the Associated File field at run time One substitution file txt format stored as UTF 8 containing their fax number should exist for each client requiring fax delivery where the file name includes their client number TCGo1 in the examples To create a substitution file e Open Notepad or other text editors such as Word or PSPad e Type in the Associated File commands in the Notepad In our example the for matted statement will be emailed to support formtrap com or second exam ple faxed to 61293105172 Where substitution files contain characters above hex 127 examples curr
129. placement and e lt all first gt defines whether the replacement should occur on only the first instance or all instances of the string in the file For example a section to select output bin 2 normal on the HP 9040 with the optional HP Q5693A 8 bin mailbox is shown below OutputBin2Normal PJL COMMENT QPJL SET OUT BIN OPTIONALOUTBIN2 0D 0A PJL SET FINISH NONE 0OD OA PJL COMMENT First all on one line Special Characters Unprintable characters eg escape form feed are represented by using a backslash character followed by the ASCII representation of the character in hexidecimal format For example the escape character is represented as 1b any case for characters a f A F 126 we Multiple old string new string all first lines may be provided and are inspected in the order given Already processed replacement strings are NOT reinspected Usage Command Line Command line is the norm for Unix Linux and may be used for Windows outside of the normal Spooler procedure You can use replace on any file outside of FormTrap The filter takes three parameters input file output file section name For example replace c files input pcl c formtrap output pcl short Installation within Spooler V7 via Setup This is the norm for the replace filter where each Section is a different filter within Setup Filters are normally invoked as External input and MUST precede the Western filter
130. private substitution folder or a single public substitution folder Add a Substitution File to the Data Folder To add a substitution file to the data folder e Select Substitutions in the tree structure either at root level public or within a specific data folder private To see a private substitutions folder the option Use private substitution files for this data folder must be checked in Data folder properties More information on Update the Properties of a Data Folder see page 41 e Click the Add Substitution Files button 42 The dialog box pops up to allow you to add the substitution file s Jes Open Look in E My Formtrap Load Files x o 2 amp P y E t id E substitution_file_B txt My Recent Documents B Desktop My Documents gs My Computer x 7 e VC ic My Network Files of type Substitution files tat dat iv Select the substitution file s to be added and click Open to finish the process j Note Text files must be stored in Unicode in Notepad select Save as Encoding and UTF 8 from the drop down list Delete a Substitution File from the Data Folder To delete a substitution file from the data folder e Select the substitution file s to delete e Click the Delete button The dialog box pops up to confirm the deletion process Click Yes to finish FTSpooler X j amp re you sure you want to delete 1 substitut
131. r and then click Next Enter the printer name in the Printer Name text box We recommend clearly labelling this as a virtual FormTrap queue by using the following format Q_location to a MAXIMUM of TWELVE characters Click Next 88 e Select the Share as option and use the same printer name used in step above Click Next Add Printer Wivard Punter Shanng u CAN vere Per prie eth ler retest Vor I yous ard to che Oe prie you mal powie s share name You can uie the ougpested name a type a nee cre The ohare name wal be mobie fo other netcad veers Do ret ohare ther perder Share name Q_location Inthe Location and Comment window enter related information and then click Next e Select No on Print Test Page and click Next e Click Finish button to complete the installation Note Setup process may alter for different operating system Printing from UNIX applications These printers act as redirection tools so applications can print to the FTSpooler queues Before creating your LPR printers create the corresponding queues in FTSpooler The name s of the FTSpooler queue s are used when creating the LPR port More Information on Creating a FTSpooler Queue see page 5 89 The following table splits the different UNIX based platforms on which FormTrap runs according to their basic printing subsystem Use the table below as a reference guide when setting up Unix Systems for use with FormTrap System
132. result of this operation is the same as selecting all records on all pages and Delete Selected jobs e Click the Yes button to confirm Resubmit a Job To resubmit a successful or failed job e Select the record to be restarted e Right click the mouse and select the Restart option or click the Restart button on the toolbar Exporting This option is often used to capture data files for testing or for troubleshooting purposes To capture a sample data file e To view the document select a ps or pclxl or pcl file i e formatted docu ment e To view the document double click on the process name or select the proc ess name and click the Al icon e Select the input txt file e To save the document select the process name and click the fel icon e Click the button to browse a Destination folder where the file should be saved 57 e Select an option from the File naming dropdown menu There are five options available ID name the exporting file using record ID e g 32 txt e ID process name the exporting file using record ID and process name e g 32 split_Statement_Print txt e D queue name the exporting file using both record ID and name e g 32 Statement txt e queue ID name the exporting file using queue name and ID e g State ment 32 txt e Click the OK button Export files Ax Destination folder C Documents and Settings username Desktop se File naming I
133. rint Queue cannot find data folder purchaseorder Error detected in queue Simple Print Queue Checking queue Simple Email Queue cannot Find form formtrap Error detected in queue Simple Email Queue Checking queue Failure No Formatting or replication defined queue will archive only or deliver data file unformatted ok with warnings Checking queue Simple Identification Queue cannot find filter FAX portrait tifF Error detected in queue Simple Identification Queue 17 queues have been checked 3 have errors The Batch Update tool allows the same action to be taken on selected or all queues There are three types of actions to be taken Add append another value to a present value list where more than one value may exist for example a new delivery filter Replace find an old value and substitute a replacement value for example replace a form with a new form Set update a value that is unique to the queue for example days to keep the records or notification address To process a batch update 37 Select Batch Update from the Tools button in Queues section The list of actions are displayed in the Batch Update window Select the Action to be taken Enter the Old value if applicable and New value Select the Scope of the action Click the Update button to finish Batch Update Action Add delivery Filter Old value Add external input Filter Add preformatting filter Repl
134. rm Note that this used Records Mode but that the same thing is possible a little more difficult using Print Line Extract 1 All data is carried in the Base Page record we ve shown it on the form in red but for most contacts you will not want to have a Base Page for a contract Typical data elements are compnay names abbreviations person names and titles addresses dates products and amounts 2 Base Page with Copy Control as shown for duplex contracts Page Settings Detal Area Copy control Records op Source E m F Default v Destination p oeeo W Duplex Stamp wia None v Duplex with First Page Source gt v Y3 First Page Destination pee o 143 3 Each sub form fills one page and apart from the first has these attributes m E Base Page E 1 Subform C 2 Subform E 3 Subform 4 Subform Subform 4 Your Document Maximum Pages with this approach is 9 pages To see the results please load the supplied asc file into your spooler set the queue up like this and view the archive to see results LoD connection SJ vevas Q Data folders HE Archive BE setup Ors Sri New print queue New e mail queue New Kentification queue Empty queue Clone Delete Queue OEF Ome yborough Process paul Maryborough Split pau Ore Cate Test Payment Emai paul O Payment Fax paui Payment Print Cheque pau Pian Statement Porsche Moroney Portobelo Auc
135. rror Description a full description of the error in FTSpooler Process errors show the best information available The information may not be meaningful or very relevant There is no additional information available from log files More information on Error Messages from FormTrap Spooler see page 62 49 More information on Exporting Files see page 57 r LEY connection S Queues Data folders Archive K Setup lt al all Delivered Errors ch Data a Replication lt Formatting Working ia Logs X Clear All Apply filter f Page Ke Refresh X Delete Restart fel Save AIl View s Queue To Recipien Date Time Queue Process name Document y void 22 07 2008 2 31 11 PM TCG Monl Restart txt 9 void 22 07 2008 2 31 11 PM TCG Monl formtrap 1statement txt 9 void 22 07 2008 2 31 04 PM TCG Loca 9 void 23 06 2008 11 46 27 AM Sample_F pA Real 23 06 2008 11 46 07 AM nn Sample F Date range 9 void 20 06 2008 1 58 51 PM Sample_F From 9 void 19 06 2008 11 35 42 4M Sample_F m lt lel Process C Pr gram Files TCGIS FTSpooler 7 ftsample exe with Form Translation Program FormTrap tm d C fthome 7 data Sample_PS FTDATA Copyright c 1995 2008 TCG Information Systems Pty Ltd F istatement a C DOCUME 1 selina _LOCALS 1 Temp All rights reserved af8F tmp xeblor returned an error code 15 Yersion 6 5 3 2754 3034M Build Standard Edition Platform MS Win32
136. rs an error if control is not returned to it within the specified timeout Logging is particularly helpful in determining problems and troubleshooting Select one of the Log level views e No logging Do not keep the log records when running FTSpooler e Normal Keep basic log records when running FTSpooler e Verbose Keep detailed log records when running FTSpooler Click on the View button to see the debug log file To configure FTSpooler s User Interface e Choose the windows start up status to be either Normal Normal with an icon on the taskbar or Hidden with an icon on the taskbar e When updating queue properties FTSpooler can Save changes in the following ways e Prompt reminder pops up to ask for whether or not to save the changes e Save automatically changes are saved automatically without any prompts Do not save automatically changes are not saved unless the Apply button is pressed in each properties tab e The field Initially in the archive show records that are no older than a cer tain number of days monitors the default time frame for the Archive when starts up This number affects the initial state of all the queries to the Archive 69 Filters More information on Default Time Frame in Archive see page 58 LD connection ey Queues BY Data folders H Archive a Setup 34 Core components f 3 AS Process control EA Settings Maximum number of processing threads 8 Filters
137. rver see Version Upgrade on page 129 You will need to rebuild the form set in FTDesign Printers will need to be re allocated Queues What is a Queue The queue is central to FTSpooler Each queue holds a set of rules for processing and delivery of documents and may include any of these elements e Split rules allow document identification and optional splitting into individual documents e Identified documents or files may be formatted using a particular form within a Data folder Identified documents or files may also be redirected to other queues for further processing with no prectical limit on the number of redirec tions e Delivery processes may output your formatted document by fax or email to a printer with the address of the output being formed dynamically or as an attribute of the queue The common delivery processes normally do not overlap so short cut queue definitions are provided for print and email as well as identification queues 2 FTSpooler Enterprise Client Ma rmTrap Queues 19 Licensed to Me 77 printers Connection Y wees Queues Data folders Archive X Setup TR gt PA Bos og Sy x ra 9 New print queue New e mail queue New identification queue Empty queue Clone Delete Tools Refresh Queue Function Output Email Fax File i ll A Applic Processing Filters laii General 1B Invoice Email lA PostScript forms taxi
138. s Eo A Nene Comments DFX DocuCentre 9000 PCL 6 DAHP Color LaserJet 4600 PCL 5 on PLATO Colour LaserJet 460 600 PS 0n PLA Enah Colour LaserJet 460 a Hi Color LaserJet 4600 PCL 5 an PLATO Proportios LaserJet 4100 PCLS General Sharing Ports Advanced Coki Managemert Security NT Forms Configae a Canina era copy this ocabort L Commert Colour Lasewet 4600 PCL 5 Modet HP Colo LavesJet 4600 PEL Sc Feahset Color Yes Paper evalable Doublle tided Yes EE Staple No Speed 17 ppm Maxinum teschtion 600 dpi Co Comes 3 Set up a new Filter Paste the copied name in place of the printer name in Description and Arguments If the printer is via a Print Server on Plato in the 35 example include that into the printer name as server plato below gt FTSpooler Enterprise Client Setup and Tools PormTrap Licensed to agate Inc 50 printers Avaloble fitters Properties of PCLXL to PCL vio plato HP 4600 PCL Add name velue par Arabic r Fiter Name POLA to PCL vis plato HP 4600 PCL Cate Statement Repanse as Fi Descriptionc CR to LF Substtute platolHP Coker LaserJet 4600 PCL S lt here Conwerts PCLXL into printer specific language Use for printing to printers that do not support pel ce pchd pels or postscript PCLXL to POF vie plato HP 4400 F Mabe sure your forms are designed for POLL printer driver PCLXL to PS via plato HP Color Le PC
139. s from the one input file in arrival order effectively single threading the queue This is the default and can be unticked Unticking allows multiple threads to the limit in Setup Settings Maximum threads meaning the job will process faster with unpredictable output order Click the Apply button to save the changes Security for File system and Named pipe This setting determines which users or groups have write permission to this queue meaning you have tight security control over who is allowed to send data to FTSpooler Default is the common selection and provides the same inherited security setting as the folder above the queue folder Unrestricted provides full write permissions to all users while Access control list allows addition removal of specific users or groups allowed to write to this queue Sec urity AX O UAA Access control list Users Groups Domain User System To add the Users or Groups for Access control option click Add button and enter Name and System name for the user ean S User Nane The Line printer selection unlike File system and Named pipe uses IP Addresses to secure jobs The Add locals button automatically adds all local IP Addresses to the list Flip permission allows the selected IP Address permissions to be set to the reverse of what is currently shown i e locked or unlocked Security IP Addresses use dotted form pat mee S 192 1
140. s tabs are the minimum requirements for new queues Shortcuts condense queue properties for the common queues into a single window e Create a blank queue e Clone copy a queue e Create a simple print queue e Create a simple email queue e Create a simple identification queue e Create a template queue FTSpooler Enterprise Client Aah PormTray Queues 19 Licensed to Me 77 printers LEY connection er Queues Data folders Archive X Setup es 3 ay gt A Ez ae gt Ee x ma 4 New print queue New e mail queue New identification queue Empty queue Clone Delete Tools Refresh Queue Function Output A Email Fax Fie Applicati invoice Email A JPostScript forms taxinv jsupport formtrap General Processing _ _ Filters _ Pri B invoice Print A lPostScript forms taxiny g PLATO HP LaserJe R Queue name Purchase Order Email Resolve via ftstdsgit 3 Data Input Wis cane Order Print ASlPostScript forms a S4 PLATO HP LaserJe Input services i Purchase Order Queues Purchase Orde Mine printer LP statement Email AslPostScript forms statem jsupport Formtrap 1 Fie system i iz M Named pipe Options Statement Print A JPostScript forms statem N PLATOYHP LaserJe statement Resolve via stmt Remittance Advice Queues Remittance Ad Notify A Remittance Advice File AsPostScript forms remitt EFC Notification Type S statement Fi
141. split into individual document files Leave as No rules resolved if this queue processes without rules Then select the data file from Data folder list For No rules resolved e To select a form click on the Select forms button right to open the drop down list and select one or more forms to be used to format the input file Click OK to finish e To select a queue click on the Select queues button right next to the panel to select one or more queues to replicate copy the input file to Be careful to not create circular dependencies i e Queue A replicates to Queue B that replicates to Queue C that passes it back to Queue A This will result in a loop and eventually an error General Processing Filters Print Email Fax File Applications Resolve No rules resolved a Formatting and replication Formatting Select forms Data Folder Select queues Pg formtrap ad aet Remove Options xcolor Associated File entries As well as v ak With Resolve rule file selected e Once the rule file is selected it s document entries are displayed in the For matting and replication panel as top level elements The special ID FAIL URE entry is used when files cannot be identified 16 e For each entry in the list you can use the Select forms Select queues and Remove button to both process and replicate these entries General Processing Filters Print Email Fax File Applicat
142. sssse 1 1 13 11 Sola To Ship To HAGLIEF CITY ALEX MAIDEN ACCOUNTING DEPT HAGLIEP CITY 14655 KENSINGTON RD ACCOUNTING DEPT HAGLIEF WA 35555 14655 KENSINGTON RD HAGLIEF WA 55555 888 888 5555 888 888 8888 Ship Via DELIVERED FOB SEATTLE WASHINGTON Bs Tek Make Modal Serial Equipment Mater Slo Customer P O waa ee me s399 888 77 Cosas snip B O Deacmtption Lt Eam Amount O gaken By saax PADIS opened 12718710 Shipped 1 15 11 Please Sea Backorder Document C55555 1 a 1 TB 85851A 78 48 00 00 REDUCER a TO 4 50 s0 KA 855888 8 76 8 76 438 00 4 AERASION BLOCK 4 KA FOWDERLOCK4 15 00 15 00 60 00 4 POWDER LOCK TOTAL PARTS 458 00 HAGLIEF CTY WA 5 258 46 07 THANK YOU FOR YOUR BUSINESS gt From this output we require the normal invoice but with it s preceding cover sheet in the same file for conversion to TIFF format and faxing For this case we ll create a Cover Sheet Form with company substitutions operating in exactly the same way based on the Location This is how it is done identifying the points at which changes are required to your FormTrap processing 160 New Fax Cover Sheet Form This form is a simple one comprising Base Page fields only with the WK2Fax associated File line to direct the output fax This is how it s defined see later for the print version O Fle fae View Odine Oww Go Project Toots Window Help D BL PATO Coler in eg cua e ow tF tD QQ QR Fax Cover Page To To SRARWI
143. st character in the detail section must be the separator Follow up via Email from Customer one month later Headers on a CSV file only 1 required Hi Paul How do I prevent the HEADER from repeating if there are more than 1 pages We should only get the HEADER on top of page 1 Cheers Comvita From paul mailto paul green formtrap com Hi Comvita Use Print Rules to do this only for Page 1 on both Header fields 136 Hi Paul Job done That was so easy thank you very much Cheers Comvita QAD Forms in Chinese This covers implementation of a form in Chinese for a Western company with a Chinese manufacturing branch wanting to place orders on other Chinese companies in Chinese The example used was Australian company AUSTRAL GROUP who have kindly allowed their example to be used in this tutorial The Gweilo Google it designing the form does not understand Chinese but has someone who does that he can refer to for a final validation Preparatory Work You require two identical data files produced using a locale Chinese one with English and one with Chinese literals These are output by the QAD standard report writer with items below the line turned off i e without any PCL or other printer language inserts The files are run through the Spooler with the Input Filter Chinese 936 applied then saved back into a folder as filenameC UTF 8 txt Chinese and filena
144. stdsplit File Edit view Entry Rules Options Help SH fF ABA Rk BX TCG INFORMATION SYSTEMS Level 3 53 Balfour St Chippendale NSW 2008 Invoice No api Invoice Date 28 04 200 Customer No 333241 Page No 1 SHIP To Delivery Code FAX Eucalyptus Solutions T eene v Invoice Type Column Row Length Height Comparison Value P Identification 105 4 10 1 Equal to Invoice No B Splitter 117 4 6 1 Equal to 987651 s A Column 117 Row 4 Width 6 Page 1 of 1 e Two methods to detect the start of a document are commonly used e A change in the document number as shown above for which you must change the rule evaluation to Split on Change preferred e Field is equal to Page 1 for which you must Split on Match and check the rule for Equal to Note Check that Pages 10 11 and 100 101 do NOT overlap on Page 1 otherwise if they do overlap test for Page 1 with a blank following Create an Unwanted Page Rule Unwanted page rules are optional and are used to identify unwanted pages such as line up pages and control totals e Select the Unwanted page rule button e Highlight the text that you want FTSplitDef to evaluate 108 iy The unwanted page rule its location and evaluation and the text used to evalu ate are shown in the rules window E Document splitter ftstdsplit File Edit view Entry Rules Options Help Bib F hleaBk
145. t Copyright 1995 2011 TCG Information Systems Pty Ltd All rights reserved CONTENTS Getting Started 1 Introduction to FTSpooler SBE Edition 1 Getting Started sicaini tise Tng a E aaas 1 Immediately after Installation a na anaana 2 Queues 3 What is a Queue Confirmation about Queue Parameters Change 4 Create a Queue 5 EMP GURUS jeiick tate E a O had fives beta teh Se pelea 6 Clone copy a queue n nananana 7 New print queue 2 6 ee ee 8 New email queue 0 eee 8 New identification queue 0 eee eee eee 9 Create a template Queue 2000000 10 Delete a Queue 10 Delete AqUCUG 2 eee eee 11 Queue Properties 11 General 00 a tie a ke Sa es 11 PROCESSING 4 seas Meet ade tends A EA 15 Fiter Se ri aa aa tae eae EAA tee wie bane Staats ees 21 Define Filters 0 200 02 eee eee 22 PMI ay dhs eet is Att a SIGN GNM ohh 23 Emal Tereni dan a a eons Be art ncas ee e A 24 How Email is handled by the Spooler 26 Faken aeaa a ats A a denture AEA AE E A D S 27 File iss e a n i a a a Aia E A males Pee 30 APpICatOnS rrer Soy aaa A E eee te 32 Print to ANY Windows Printer 33 OVEIVIOW e a eA ee Pas oe aed as hol ed 33 SEUD beets Waban Bd Aon a E a DE ach aati 33 To Define a new Filter 005 34 To print to any Windows Printer 36 Queue Tools 37 OVEIVIEW nuanua ee eens 37 Batch Update
146. t Email address or the Client Number see below to select the email address for the client 145 and the Klinger Employee email address or Employee Identification see below to select the From email address In Klinger s case this is the employee initials Substitution uses known data to access and insert other data identified by the known data In this case Client Email is identified by the Client Number and Sender Email is identified by Employee Initials These are typical examples showing the actual screen shots from the FormTrap Developer s Kit that provides the data source to FormTrap eae seas eas a Oe SSCS SSCS CCC CCCCCC EMC CCC CCH 288 SIII OITIS 2ASSMTPTo CustNo ES ASSMTPFrom Emp SMIPTo 122334 txt File Edt Format View Help Purchasing F ormTrap com billto no is inserted between prefix and suffix to give file name SMTPTo 122334 txt for Customer 122334 content is the email address of the client 146 Similarly Employee Initials are used to form a file name containing the correct Email Address for SMTPFrom as shown below HAANSMTPT oteCustNosd HAAHSMTPFromtte mpbintes tt Beamon a Substitute from file i eo oste Irput V Suppress spaces orly Output l Space replaces suppressed character salesper 1 is inserted between prefix and suffix giving this as the file name SMTPFrom WPG txt from WPG as sales person s initials Populating the r
147. ted File field may contain one or many fields More information on Using Multiple Associated File Fields Body text for the email message The entry must use the full path of the text file that contains the body of the email message This is an example A EmailBody C FolderName File Name txt This option names the attached file This is an example A EmailTitle Invoice Form Return SMTP email address This entry can be used to set the return SMTP email address for each email message being sent This is an example A SMTPFrom username domain com Return SMTP email name This entry can be used to set the name that appears next to the return email address for each email message being sent This is an example A SMTPFromName Accounts Department Note Do NOT include names with punctuation comma and semi colon are treated as delimiter such as Company Inc This is treated by SMTP as two nicknames Company and Inc where neither wi be found Document type use internally This is an example A SMTPFromType Purchase Order 122 Windows Recipients W2KFAX Recipient Fax Number Name and Company This is Fax the only mandatory entry for Windows Fax Service Service in the Associated File This entry tells FTSpooler that the document is to be sent to Windows Fax Service for faxing Name and or Company are optional entries separated by a comma Multiple recipients may be specified separa
148. ted by a semi colon These are examples A W2KFAX 1 222 333 44444 A W2KFAX 1 222 333 4444 Name AF W2KFAX 1 222 333 4444 Name Company A W2KFAX 1 222 333 4444 Company A W2KFAX 1 222 333 4444 1 222 333 55554 Delivery W2KFAX Schedule the fax If omitted the fax is scheduled Options Schedule immediately Values allowed are off peak scheduled off peak use message manager to set hold hold the message in Outlook parseable date and time format according to local settings parseable time sent today at the time format to local time settings These are examples A W2KFAXSchedule offpeak A W2KFAXSchedule hold A W2KFAXSchedule 25 01 01 19 30 00 A W2KFAXSchedule 08 30 00 AM 123 W2KFAXSubj W2KFAXBody Directory Recipients OutFolder Prodocom Recipients NetFax fax service Subject line for the cover page This is an example A W2KFAXSubj Purchase Order This Associated file field may contain one or many fields More information on Using Multiple Associated File Fields Body text for the cover page It is ignored if there is no Cover Page specified The entry may quote a full file name or directly contain the body text These are examples A W2KFAXBody message text A W2KFAXBody C FolderName filename cvp Path for write to file option This entry is used to set the directory path for the write to file option in FTSpooler This is an example A Out
149. ter Errors ignored in your site please notify Support FormTrap com PRINTER_STATUS_PAUSED Ox00000001 PRINTER_STATUS_ERROR Ox00000002 PRINTER _STATUS_PENDING_DELETION Ox00000004 PRINTER _STATUS_PAPER JAM O0x00000008 PRINTER _STATUS_PAPER OUT 0x00000010 PRINTER_STATUS_MANUAL_ FEED Ox00000020 PRINTER_STATUS_PAPER_ PROBLEM Ox00000040 PRINTER_STATUS_OFFLINE OxO0000080 PRINTER_STATUS_IO_ ACTIVE 0x00000100 PRINTER_STATUS_BUSY 0x00000200 PRINTER_STATUS_PRINTING Ox00000400 PRINTER_STATUS_OUTPUT_BIN_ FULL OxO0O000800 PRINTER _STATUS_NOT_AVAILABLE 0x00001000 PRINTER_STATUS_WAITING 0x00002000 PRINTER_STATUS_PROCESSING 0x00004000 PRINTER_STATUS_INITIALIZING O0x00008000 PRINTER_STATUS_WARMING_UP 0x00010000 PRINTER_STATUS_TONER_LOW 0x00020000 PRINTER_STATUS_NO_TONER 0x00040000 PRINTER_STATUS_PAGE PUNT O0x00080000 PRINTER_STATUS_USER_INTERVENTION 0x00100000 PRINTER_STATUS_OUT_OF_ MEMORY 0x00200000 PRINTER_STATUS_DOOR_OPEN 0x00400000 PRINTER_STATUS_SERVER_ UNKNOWN 0x00800000 PRINTER_STATUS_POWER_SAVE 0x01000000 PRINTER_STATUS_SERVER_OFFLINE 0x02000000 PRINTER_STATUS_DRIVER_ UPDATE NEEDED 0x04000000 Vague or Meaningless Errors If error is vague or even meaningless then it is likely coming from Windows Please next look in the FormTrap Knowledge Base within www formtrap com by entering keyword searches with key words from the error message For example using error code as the keyword will return common printer statii reported by Windows and what you
150. tion on Print Servers see page 76 To configure printer licensing e Check the printers in the list that you wish FTSpooler to print to up to the max imum number of licensed printers e Click the Save button CoD connection a Queues Q Data folders i Archive ly Core components H3 Archive Settings X Setup Printer selection is modified but not saved D WebEx Document Loader x _ Universal Document Converter Y Filters PDF Creator i5 Run Microsoft Office Document Image Writer Rl licens _ Linotronic 530 v52 3 if exmark T630 _ Kyocera FS 2000D KPDL E Kyocera FS 20000 dah LP Line printer JHP LaserJet 4250 PCL 5e E Generic Text Only MJFX DocuCentre 9000 PCL 6 plato Woprint jM Print servers plato HP LaserJet 4100 Series PS Printer licensing plato HP LaserJet 4100 Series PCL 6 IS E mail Z platoHP LaserJet 4100 Series PCL 5 _ plato HP LaserJet 4050 PS C plato HP LaserJet 4050 PCL 6 IA Monitor F plato HP LaserJet 4050 PCL 5 plato HP Color LaserJet 4600 PS _ plato HP Color LaserJet 4600 PCL 6 _ plato HP Color LaserJet 4600 PCL 5 _ plato Canon iP 100 series IE iplato NETGEAR P2 File system Named pipes GA Applications Email FTSpooler offers two e mailing methods Simple Mail Transfer Protocol SMTP and Microsoft Outlook Exchange MAPI To configure the SMTP connection
151. titute from file checkbox Prefix is Fax and Suffix is txt in our example The full file name is then Fax CCCNN txt Note Suffix defining the file type can be any file extension and is normally txt Neither prefix nor suffix is mandatory Definition Format Position Font Frint rules HHAHW 2KFaxHeCCCNNs Field B Fax Number zl IV Substitute from file Prefix Suffix Mask as z e Click OK MB Text object Definition Format Position Font Print rules HHA 2KFaxt eCOCNNat Link selection Link all Linked records R Sample tet _Field name 4 Edit link CCCNN Fax Number Delete link OK Cancel Help Example 3 Using Multiple Associated Fields The Associated file may contain many fields Furthermore multiple identical reserved names will either concatenate for recipients or subsequent same named entries are ignored non recipients In the following example two Associated File entries are created To add both the Associated File fields e Choose Text from the Draw menu or click the Text in tool bar e Click and drag diagonally to add the text frame e Release the mouse button and the Text dialog box will open e On the Definition tab type the associated file commands for email address and subject line with provision to link to data A SMTPTo email domain com 100 A Subj Our invoice inv no against your PO po num is attached E Text object
152. tons eaea General Processing Filters Print Qa 2 oF x fs 5 Tools Refresh Email Fax File Applications Resolve Multi page Spit vy Formatting and repicaton Forming amp amp Spit on zero AJ multi page with subforms Data folder 9 ID FAILURE Pg mult pages test v Options Assocated file entries As wel as v 144 Using Detail Lines as Pages The same approach can be used with detail lines if you require a document beyond 9 pages giving a maximum of 35 pages 9 sub forms plus 26 detail lines You would adopt the same approach with this as the detail Detail line Settings Advanced Records 2000 00 300 dpi IV Page break before Page break after Widow Orphan 0 00 300 dpi 4 Record mode identifier 8 In Records Mode details and sub forms can be mixed and appear in the order of the file Please Load and look at the second set of form and data with the name Multi page Subforms and Details for an example Personal Emails Klinger wanted their Order Acknowledgements to be immediately directed back to customers via a PDF Email and wanted the person responsible for the order to be the From email address Klinger believes this both enhances communication as well as keeping the Klinger staff members in the loop with their clients In FormTrap this is simple PROVIDED two pieces of data are present in the incoming data These are either the Clien
153. ve Date 9 09 2008 16 09 2008 10 48 24 PM Dold jobs deleted from archive 6 48 24 PM old jobs deleted from archive 11 18 10 4M i x 2 44 17 PM Old jobs deleted From archive ervice started home C fthome 7 Searching and Filtering panel Managing Records View the Archive Record FTSpooler shows 1 000 records per page When number of retrieved records exceeds page size use these navigation buttons to move between pages e first page the most recent jobs e previous page 56 e next page Records are NOT refreshed automatically by FTSpooler Delete an Archive Records To delete a record and its associated files e Select the record to be deleted e Right click the mouse and select Delete selected job option or click the Delete button on the toolbar and choose the desired option Four options are pro vided to delete Selected recipients delete the information about recipients of the selected records The files and associated data will remain in the archive e All recipients in the query delete the information about recipients in the query The files and associated data will remain in the archive The result of this operation is the same as selecting all records on all pages and Delete Selected recipients e Selected jobs all information for the job is deleted e All jobs in the query all information for all jobs in the query is deleted The
154. ve one fax number as its value This is an example A FaxTo 1 222 333 4444 119 Delivery Options Subj EmailTitle EmailBody EmailFrom EmailFrom Name EmailFrom Type Subject line for emails and faxes with a cover page These specified subject line will be added to the email message or to the cover page of the fax This is an example A Subj Invoice This Associated File field may contain one or many fields More information on Using Multiple Associated File Fields This option names the attached file This is an example A EmailTitle Invoice Form Body text for the email message The entry must use the full path of the text file that contains the body of the email message This is an example A EmailBody C FolderName File Name txt Return email address This entry can be used to set the return email address for each email message being sent This is an example A EmailFrom username domain com Return email name This entry can be used to set the name that appears next to the return email address for each email message being sent This is an example A EmailFromName Accounts Department Document type use internally This is an example A EmailFromType Purchase Order 120 SMTP Recipients SMTPTo SMTPCC SMTPBCC SMTP emailing address of the primary recipient This entry tells FTSpooler to email the formatted FormTrap document to the specified email address This c
155. wed with the document filter name e Document Type the file type that is produced by the process txt is raw data pcl or pclxl or ps are formatted and print ready documents More information on Exporting Files see page 57 a S LEY connection 2 Queues fe Data folders Archive K Setup 4 al All y Delivered amp Errors cL Data 4 Replication Formatting i Working EE Logs Page oe i Refresh fel Save A View Process name Document typ Replication txt formtrap statement ps smtp PS2PDF pdf Main panel 55 View Logs Select the Logs button under Archive from the top navigation bar In the searching and filtering panel specify searching criteria to retrieve data records More information on Search and Filter Archive Records see page 58 In the main panel FTSpooler shows the general dialog but not information about a particular job It provides additional information for troubleshooting processes A full description of the selected activity is shown in the detail panel located at the bottom of the window S LEY connection 2 Queues g Data folders Archive K Setup a all Delivered E Errors ch Data Replication 4 Formatting Working E Logs X Clear all Apply Filter Page 4m Refresh X Delete Date Time Description Date range 17 09 2008 6 48 30 AM Dold jobs deleted from archive From 17 09 2008 2 48 29 4M i old jobs deleted from archi
156. y have no direct connection to a physical printer Before creating your LPR printers it is necessary to create the corresponding queues in FTSpooler The name s of the FTSpooler queue s will be used when creating the LPR port More information on Creating a FTSpooler Queue see page 5 For Windows XP Ensure the following prerequisites are in place before you get started e You have the administrator rights e LPR Port is installed More information on How to Step Up an LPR Port on your PC e FTSpooler Version 5 or above is installed Configuration steps e Select Printer and Fax from the Start menu 86 e Click on Add a Printer in the left bar E Add a printer j d o s e Click Next and choose Local Printer in the Add Printer Wizard Do ensure the Automatically detect and install my Plug and Play printer box is not checked and click Next 87 e Select Create a new port and then choose LPR Port from the Type of port drop down menu Ga fe oot pou wart wes Corte tw we T fe por cet ete pe Ca ome oH por oe Oe fairy por Create a new port Type of port RENE Inthe Name or address of server providing LPD text box enter the IP address of the machine on which FTSpooler is installed e g 192 168 0 1 In the Name of printer or print queue on that server text box enter the queue name defined in FTSpooler Click OK e Choose the printer driver according to the final destination printe
157. ystem Forpabki LP Line printer version 7 2 0 3 a Named pipes Deere Fthome o data Print servers Printer licensing Location of the common substitution files E mail ofthome osubst Applications Monitor Identification and split Version 2 0 9 0 Location of rule files ofthome o rules Page normalisation repagination Version 2 1 0 4 For Asian and any other double byte fonts please set all Queues Processing tab Options to s This speeds up FormTrap by a factor of 10 or more For additional details see Asian Fonts in the www formtrap com Knowledge Base s is another parameter in this list and should be space separated from the x parameter Associated file entries An Associated file is produced by the Print Logic when the document is created The associated file may contain information on the delivery requirements of a document or may contain user specified data Entries in the file are represented using a name value syntax where name refers to the field name identifies the data contained in the value e g emailto user domain_name com the user domain_name com is identified as the value of an emailto field More information on Associated files see page 94 The advantage of the facility is that each document in any given batch can be handled according to its specific delivery requirements without having to initially separate the jobs in the originating applicati

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