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Xerox 701P47169 manual About Workflow Builder

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Workflow Builder

2.Workflow Builder

Xerox FreeFlow Workflow Builder provides the ability to create workflows by dragging and dropping processes into a user- defined sequence. The optional ability to configure and add third party software workflow components to a workflow enhances the flexibility and capabilities of the Process Manager system.

About Workflow Builder

A workflow is a sequence of uniquely configured steps that define how a document is processed. Use Workflow Builder to:

•Create workflows

–Use graphical tools to assemble customized workflows from workflow process steps.

–Configure the settings for workflow process steps.

–Enable workflows to receive jobs.

–Disable workflows to modify them or to prevent job submission.

•Import and export workflows.

•Take processes offline and change concurrency counts.

•Create preflight profiles by launching Adobe Acrobat.

•Set up and manage hot folders.

•Add external PDF processes to support third party software.

•Set up third-party scripts.

•Set up Notify attributes on the SMTP server; set up the Proxy server.

•Set up repository credentionals.

FreeFlow Process Manager Operator and Administrator Guide

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Xerox 701P47169 manual About Workflow Builder

Contents

FreeFlow Page Table of Contents Workflow Builder Table of Contents Workflow Submission Client Workflow Job Manager Page Radio Frequency Emissions Approvals and certification60HZ 50HZOzone Safety SafetyCanada Europe 50HZ, 220V-240V EquipmentElectrical Safety Do Not Do These Operational SafetyDo These Page Illegal Usage in USA FreeFlow Process Manager Operator and Administrator Guide Page Illegal Usage in Canada Product Recycling and Disposal About this chapter About this guideConventions How to recognize important informationAudience Italics Flag iconsFreeFlow Process Manager documentation Related informationWindows related information Windows Online HelpFinding a Help topic Using the FreeFlow Process Manager Online HelpWindows Microsoft Web site To get Help in a dialog box Using the Process Manager Help systemPress FAX Obtaining additional supportPage FreeFlow Process Manager applications About FreeFlow Process ManagerStep Description Workflow Builder applicationWorkflow process steps Workflow process steps Workflow process steps Workflow Submission Client application Workflow Job Manager application About FreeFlow Process Manager Procedure Overview Post-installation setupChanging the XDL Admin account password Printer Registration, or the Printer Status/Job Status Tool Workflow with a Color Manage node Workflow and Job Management Preparatory Procedures Using the FreeFlow Administration Tool Document conversion Managing backup and restore functionsLegacy Document Library Logging in to the FreeFlow Process Manager applications Authorization error message Administrator Operator Group membership and authorizationTo log in to the FreeFlow Process Manager applications Select Start Programs Xerox FreeFlow SoftwareManaging production printers Xerox FreeFlow Common Printer Administrators groupTo register and add a production printer Preps DigiPath, it is referring to FreeFlow Setting up PrepsTo configure the Preps default workflow To create and save Preps Job files About FreeFlow Process Manager To select a device type for Preps versions prior to Missing hardware key errorSelect Setup Device Setup To use Preps with Adobe Acrobat Using Preps with Adobe AcrobatPage About Workflow Builder Workflow BuilderTo log in to Workflow Builder Logging in to Workflow BuilderWorkflow Builder main window Workflow List Area Workspace Area Workflow listColumn Description Workflow list columnsZooming in and out of the workflow view WorkspaceTo enable/disable tooltips To expand and restore the viewTo zoom in or zoom out Expanding and restoring the viewing spaceSelect Edit Find Finding a process nodeTo find a node File Menu Description Option Workflow Builder menusFile menu Edit Menu Option Description Edit menuOptions menu View menuView Menu Option Description Options Menu DescriptionWorkflow Builder Options menu Insert Menu Workflow Description Options Process Icon Insert menu and workflow process iconsWorkflow Builder Insert menu and workflow process icons Workflow Builder Insert menu and workflow process icons Workflow Builder Insert menu and workflow process icons Workflow Builder Insert menu and workflow process icons To customize a workflow process name Customizing a workflow process nameHelp Menu Option Description Help menuToolbar Option Toolbar Icon Description Workflow Builder toolbarsWorkflows toolbar Workspace toolbar Rules for building workflows Building workflowsTo build a new workflow Building a new workflowTo duplicate and modify an existing workflow Duplicating and modifying an existing workflowTo disable a workflow To enable a workflowEnabling a workflow Disabling a workflowTo delete a workflow Deleting a workflowEditing workflow properties To edit workflow propertiesTo create a fail branch Creating fail branchesSelect File Export Exporting workflowsTo export a workflow Workflow Builder To import a workflow Importing workflowsWorkflow Builder Icon Indicates Action Required Import and Export Status DescriptionsEnsuring imported workflow compatibility To modify the process settings Configuring process settingsAbout Input To configure Image Enhance settings Configuring Automatic Image Enhancement AIE settingsWorkflow Builder Limitations for AIE AIE and DocuSPConfiguring Convert settings Converting Adobe Illustrator and Adobe InDesign documents to To configure Convert settings To set up a working directory Unlimited User Conversion option Workflow Builder About Join Limitations for Join Fault handling for JoinConfiguring Optimize settings To configure the General Optimize settings To save the Settings File as Set trim box to media box and offset inwards by To configure the Color settings Convert colors to RGB Workflow Builder Importing a FreeFlow 5.0 workflow with a Color Manage node To configure the Spot Colors settings Workflow Builder Select Show job submitter the settings file name only To configure Image Quality settingsFile Type Description Box and art boxDescription To import an ICC profile Managing Color profilesTo ensure Color Manage workflow consistency Configuring Preflight settings Select Start Programs Adobe Acrobat Professional To configure Preflight settingsTo check for Pass/Fail results Using preflight as a filterTips for using Preflight as a filter Upgrading legacy workflows that contain Job Level Edit nodes Adding watermarks To set up or modify a text watermark Setting up or modifying a text watermarkWorkflow Builder See also To set up or modify an image watermark Setting up or modifying an image watermarkSee also To duplicate or delete a watermark Duplicating or deleting a watermarkTo add Bates numbers Adding Bates numbersTo add page numbers Adding page numbersWorkflow Builder Adding a Barcode To configure Barcode settingsWorkflow Builder Workflow Builder Isbn To configure the barcode readable textWorkflow Builder To add or modify text or a data field To configure barcode dataTo manage barcode data Workflow Builder To preview job level edits Previewing job level editsWorkflow Builder To rotate pages Rotating pagesFlipping pages To flip pagesTo resize ResizingConfiguring Imposition settings To configure Imposition settings General tab Workflow Builder From top, From bottom, Center Always available From left, From right, Center Always availableWorkflow Builder To configure Imposition settings Crop Marks tab Workflow Builder Workflow Builder Guidelines for Cell Clustering Workflow Builder About Job types Workflow Builder Automatic stock type considerations Maximum N-Up considerationsMaximum N-Up limitations To configure Preps settings Configuring Preps settingsLimitations for Imposition and Preps Fault handling for ImpositionTo crop CroppingTo set up or modify a pressmark Configuring Pressmarks settingsDuplicating or deleting a pressmark To duplicate or delete a pressmark Duplicating or deleting a pressmarkAbout Review Email attachments Configuring Notify settingsTo configure Notification settings Workflow Builder To set up a watermark in an email attachment Setting up a watermark in an email attachmentIf the printer is not available on a standalone client Configuring Print settingsTo configure Print settings Collated Uncollated Copy Copies Inserting separator pagesLimitations for separator pages Fault handling for PrintTo configure Save settings Configuring Save settingsWorkflow Builder Workflow Builder Limitations for Save Fault handling for SaveTo configure JDF Export settings Configuring JDF Export settingsAbout JDF Export options JDF and Color Manage Fault handling for JDF ExportTo specify the pages in the range To specify the number of pagesProduction JDF Job Definitions Select Create and EditCreating conditional branches Guidelines for successful conditional branching See also Select New Branch Adding and configuring branch conditionsTo add and configure branch conditions See also JDF Job Conditional branch conditionsTicket Only AlwaysNumber of copies Condition DefinitionsNumber of impressions Maximum bleed size To manage a conditional branch Managing conditional branchesSee also To edit a conditional branch Editing conditional branchesTo delete a conditional branch Deleting conditional branchesTo link conditional branches Linking conditional branchesTo configure external process settings Configuring external process settingsSetting up repository credentials Ensuring success with repository credentials To set up repository credentialsTo change the offline or online status of a process Checking the status of a processTo set the number of concurrent processes Mark the check box for Imposition affects copy count To enable the Copy Count DivisorCopy Count Divisor examples Imposition 2up Always use these settings is setJob prints 10 actual copies of the imposed document Job prints 5 actual copies of the imposed documentJob prints 6 actual copies of the imposed document Example 5 Modified quantity ignored/overwritten To check the status of a workflow Checking the status of a workflowHot folders and Join About hot foldersHot folders and linked RDOs Hot folders and RDOsHot folders and Zip files Limit Hot folders supported files Hot folders and read-only files Hot folders and error checkingHot folders and JDF Hot folders on mapped or shared drives and resources Managing hot folders To manage hot folders Setting up or modifying a hot folder To set up or modify a hot folder See also Deleting a hot folder Pausing and resuming hot folder monitoringTo delete a hot folder To pause and resume hot folder monitoringConfiguring the hot folder system settings Select Settings To configure the hot folder system settingsTo submit a job to a hot folder Submitting a job to a hot folderOptions Hot Folder and locate the hot folder path Select Start Programs Xerox FreeFlow Software File ManagerManager Advanced Print Path To submit an .xpf job ticket to a hot folder for reprintingError conditions Submitting .xml workflow files to a hot folder Imposition handling with .xpf ticketsTo submit .xml workflow files to a hot folder Error conditions for dynamic workflowsVPC file limitations Submitting .vpc files to a hot folderUsing third party external processes Guidelines for using third party external processes Example Setting up third party input and output hot foldersManaging external processes Setting up external processes To add or edit an external process Adding or editing an external processSee also To move or delete an external process Moving or deleting an external processSetting up folder-based profiles To add or edit a folder-based profile Adding or editing a folder-based profileSee also Setting up CLI profiles To add or edit a CLI profile Adding or editing a CLI profileSee also Example 1 Using the default parameters Configuring parametersProfile name Something Script Full Path c\SomeScript Time interval 30 secondsExample 4 Adding two parameters Example 3 Adding a parameter after the output parameterExample 6 Using for a path that contains a space Example 5 When the output location is not specified\SomeScript c\temp\someFile c\temp\someFile \SomeScript c\program Files\someFile c\brianOut\someFileDeleting an external process profile Example 7 Specifying parameter orderTo delete an external process profile \SomeScript -I c\temp\someFile -O c\brianOut\someFileTo set up the Smtp server Setting up the Smtp ServerTo set up the proxy server Setting up the proxy serverTo create a preflight profile Creating preflight profilesTo modify a preflight profile Select New profileWorkflow Builder About Workflow Submission Client Workflow Submission ClientTo log in to the Workflow Submission Client application Logging in to Workflow Submission ClientWorkflow Submission Client main window Button Name Description Get Files areaSelect Workflow area Configure Settings area Component Description Submit Job areaFile menu option Description Workflow Submission Client menusMenu option Description Menu Description OptionsOptions menu Job submission process Job submissionMatch method Workflow selection methodsDirect method To submit a job to a workflow Submitting a jobSubmission, select Options Remove Files after Submission Submission Join node Jobs created WorkflowWorkflow Submission Client To save a file list Saving a File ListLimitations for Save File List To submit a file listSubmitting Zip files Submitting VI Containers .vpcSubmitting QuarkXPress files .qxd, .qxp Identifying the parts of an RDO About submitting RDOsRDO limitations Submitting RDOsTo submit an RDO and produce an RDO RDO reprint Remote Workflow Submission Client Accessing Workflow Builder from Workflow Submission ClientAbout Workflow Job Manager Workflow Job ManagerTo log in to the Workflow Job Manager application Logging into Workflow Job ManagerStatus Area Jobs Workflow Job Manager main windowStatus area Workflow Job Manager Jobs area Jobs area columns Status Description Print Status descriptionsWorkflow Job Manager menus Edit Menu Description Option View Menu Description Option Help Menu Description Option Launch MenuLaunch Menu Description Option Jobs toolbar Workflow Job Manager toolbarTo check the status of a specific job Managing JobsChecking the status of a job Report Category Report Type Creating reportsWorkflow Job Manager To create a report Viewing a report Exporting a report Purging report data To view a report Viewing a reportTo export a report Exporting a reportPurging report data To purge report data To view and edit a job in Adobe Acrobat Viewing and editing a document in Adobe AcrobatSelect Edit Preflight Results Viewing preflight resultsTo view preflight results Select Edit Print Results Viewing print resultsTo view print results To modify workflow settings Modifying workflow settingsTo pause a job Pausing a jobTo approve a job at a Review step Approving a job at a Review stepTo fail a job Failing a jobDeleting a job To delete a jobModifying the copy count To modify the copy count To print a hardcopy proof Printing a hardcopy proofWorkflow Job Manager To view Web Services job instructions Viewing Web Services Job InstructionsRemote Workflow Job Manager Client Using the View Document functionUnlock Confirmation dialog Job In Use dialogTo create and/or submit a new job Accessing Workflow Builder from Workflow Job ManagerTo access Workflow Builder from Workflow Job Manager See also See also Select Select Files Selecting files for an incoming third party jobTo select files for an incoming third party job To view the JDF file for an incoming third party job Viewing the JDF file for an incoming third party jobViewing the job instructions for an incoming third party job Index Index Index Page